William Carter, MIB

Portfolio and Wealth Advisory Associate @ BBR Partners

Country

United States

City

New York

Industry

Financial Services

Skill

Microsoft Excel, Financial Analysis, Financial Accounting, Finance, Creative Writing, Text Editing, Social Media, Editing, Research, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Communication, Interpersonal Skills, Problem Solving, Spanish, Service, Dedication, Mozenda

Experience

Portfolio and Wealth Advisory Associate

BBR Partners

2022-10 - Present · 4 yrs

New York, New York, United States

Investment Operations Associate

NorthRock Partners

2022-7 - 2022-8 · 2 mos

Minneapolis, Minnesota, United States

Operations Associate

NorthRock Partners

2022-1 - 2022-7 · 7 mos

Minneapolis, Minnesota, United States

Student

University of Florida

2017-8 - 2022-1 · 4 yrs 6 mos

Gainesville, Florida Area

Warrington College of Business Dean’s List (Spring 2018) 3.52 Major GPA

Financial Analyst

AmeriLife

2020-5 - 2020-8 · 4 mos

Clearwater, Florida, United States

Managed due diligence request list for 5 prospective acquisition targets by tracking and organizing 200 financial, legal, and operational documents. Validated M&A target balance sheets, cash flow & income statements, expense reports, and W-9s within Dropbox and summarized via Smartsheet for C-Level review. Created business profiles on 10 prospective M&A targets including executive bios, company overviews, ownership/funding and market insights. Participated in bi-weekly C-level acquisition meetings taking minutes and providing process updates to executives and deal team.

Junior Business Analyst

AmeriLife

2018-12 - 2019-2 · 3 mos

Tampa/St. Petersburg, Florida Area

Led proof of concept to reduce manual efforts in data extraction via SaaS-based Mozenda platform and served as primary subject matter expert for the application. Analyzed estimated benefits in reduction of 16,640 operational staff hours with total cost savings of $368,000 annually. Automated integration of commission statements from 20 unique insurance carrier sites and configured point-and-click rules-based logic for real-time mapping to SFTP site. Collaborated with AmeriLife finance and operations teams on input validation for further analysis on commission payments. Facilitated vendor interactions with Mozenda product development and support teams for compatibility and troubleshooting.