Carter Kleinschmidt
Bachelors of Finance | Concentrations in Economics and Real Estate | Alpha Kappa Psi Alumni Brother | Goal Driven Business Leader
- Role
- Client Relations Associate at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Carter Kleinschmidt
I am a goal-driven finance professional with experience spanning financial derivatives…
Experience
Client Relations Associate
Jun 2025 — Present · Chatlotte, NC, US
Enhances client experiences by efficiently resolving inquiries, streamlining account processes, and proactively identifying opportunities to improve financial outcomes-Builds trusted client relationships by delivering a positive experience in alignment with Vanguard’s client-first mission with fiduciary responsibilities-Obtained FINRA Series 7 and 63 licenses to further advance career capabilities and knowledge on investment products, account management, and financial strategies while maintaining strict compliance with regulatory standards
Education
High Point University
Business, B.S.B.A., Finance
2021 — 2025
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