Sales Associate@ Raymond James
Altamonte Springs, Florida, United States
Tatiana Carter
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Ashford University
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FlashIntel GPT
Tell me more about Tatiana Carter?
FlashIntel GPTTatiana Carter is an innovative and results-driven leader with over 11 years of finance experience. She has a strong track record of building relationships with 27 Investment Advisors, totaling 1.9 billion in assets under management. Tatiana is skilled in series 7, finance, derivatives, risk management, and Microsoft Word. She is based in Apopka, Florida. Tatiana is focused on achieving exceptional outcomes in competitive environments and has excellent operational, organizational, and follow-up skills. She has worked at reputable companies such as Raymond James, IPG Realty, LLC, Northwestern Mutual, Pershing, and GE Financial.
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About
Innovative and results driven leader with over 11 years of extensive finance related experience. Strengthened and cared for relationships of 27 Investment Advisors, totaling 1.9 billion in assets under management while working at Charles Schwab. Focused on achieving exceptional outcomes in highly competitive environments that demand creative approach. Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.
Work Experience
Sales Associate
Financial Services
Tatiana Carter's Professional Milestones
- Sales Associate (2019-11-01~): Achieved record-breaking sales figures, surpassing monthly targets and expanding client base.
- Realtor (2018-09-01~): Successfully negotiated and closed multiple high-rise real estate deals, exceeding client expectations.
Education
Bachelors,
Accounting
Skill
Series 7
Finance
Derivatives
Risk Management
Microsoft Word
Investments
Equities
Certification
Colleagues
Gregory Matzelle
Managing Partner, TEN10WMG Accredited Wealth Management Advisor Branch Owner, Financial Advisor, RJFS
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
Lance Lowery
Owner
David Weimer
Owner, Weimer Wealth Management | Financial Advisor, RJFS
Gary L. Zaugg, CFP® AEP® ChFC® CASL® RICP®
owner the zaugg financial group inc
Other Named Tatiana Carter
Frequently asked questions
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Tatiana Carter's social media include: Linkedin,
Tatiana Carter works for Raymond James
Tatiana Carter's role in Raymond James is Sales Associate
Tatiana Carter works in the industry of Financial Services
Tatiana Carter's colleagues are Gregory Matzelle,Brett Sanner,Lance Lowery
Tatiana Carter's latest job experience is Sales Associate at Raymond James
Tatiana Carter's latest education in Ashford University
