Carl Underhill
Board member and Independent Financial Services Consultant
- Role
- Certified Travel Advisor at Fora Travel
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Carl Underhill
A proven Financial Services Executive with over 30 years experience leading large scale customer service, enterprise technology, and transformational program management. Extensive experience in Banking, Brokerage, Mutual Funds and Wealth Management. • Lead global customer service contact centers serving Bank of America’s 67 million clients• Leveraged AI to optimize customer service operations and empower teams • Designed, built and implemented innovative banking loyalty program - Preferred Rewards® • Led Online brokerage and contact centers integration for Merrill Lynch / BofA merger • Expert in operational efficiency, business & technology integration, service to sales • Extensive technology leadership experience with desktop, IVR and mobile integration
Experience
Certified Travel Advisor
May 2025 — Present
Working with Fora Travel, I specialize in custom curated travel for clients looking for an elevated experience. I am focused on every detail of my client\'s trip to create lifelong memories.
Education
Denison University
Bachelor of Arts, Econmics
1981 — 1985
Skills
- Retail Banking
- Management
- Banking
- Mutual Funds
- Risk Management
- Credit
- Investments
- Mortgage Lending
- Change Management
- Fixed Income
- Portfolio Management
- Loans
- Relationship Management
- Credit Cards
- Integrated Marketing
- Asset Management
- Commercial Banking
- Financial Services
- Wealth Management
- Integration
- Capital Markets
- Series 7
- Sales
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