Carter Gerling

Carter Gerling

Assistant Vice President, Client Services at State Street

Role
Assistant Vice President, Client Services at State Street
Location
Kansas City, MO, US
LinkedIn followers
500 followers

About Carter Gerling

Experienced Senior Financial Analyst with a demonstrated history of working in the financial services industry. Highly skilled in Microsoft Office, Salesforce, mutual funds, ERISA reporting, GAAP, and variance/forecasting reporting. Strong financial professional with a Bachelor\'s Degree in Business Administration focused in Finance and Banking from University of Missouri-Columbia.

Experience

  1. Assistant Vice President, Client Services

    State Street

    Oct 2025 — Present · Kansas City, MO, US

Education

  • University of Missouri-Columbia

    Bachelor's Degree in Business Administration, Finance and Banking

    2015 — 2019

  • University of Missouri Trulaske College of Business

    Finance and Banking

    2015 — 2019

  • University of Missouri-Columbia

    Minor: Entrepreneurship

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