Adrienne Carson

Student at College of the Holy Cross

Role
Financial Planning Assistant at Carson Capital Management
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Adrienne Carson

As an Economics major at the College of the Holy Cross (Class of 2028), I’ve gained hands-on experience through internships at CMBG3 under the CFO and at the Massachusetts State House. These roles have strengthened my analytical skills and given me a unique perspective on the intersection of finance and policy.On campus, I’m involved in the Club Volleyball Team, Finance Club, and Women in Business, and I’m currently pursuing the Certification in Finance & Banking to further develop my technical and communication skills.I’m passionate about how finance drives business decisions and economic policy, and I’m particularly interested in investment banking, private equity, private credit, and corporate banking. I’m eager to continue expanding my experience through internships and conversations with professionals in the industry.

Experience

  1. Financial Planning Assistant

    Carson Capital Management

    Jan 2022 — Present · Burlington, MA, US

    Reviewed annual stock portfolios, providing data-driven buy and sell recommendations.Shadowed an advisor, learning key aspects of financial planning; including the impact of sequence of return risk, taxation, and effective tax-rate planning.

Education

  • College of the Holy Cross

    Economics

  • College of the Holy Cross

    Bachelor of Arts, Economics

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Adrienne Carson — Financial Planning Assistant at Carson Capital Management in Boston, MA, US | Unifers