Carter Larson
Fiduciary Risk and Compliance Manager at Magnolia Trust Company
- Role
- Fiduciary Risk and Compliance Manager at Magnolia Trust Company
- Location
- Roswell, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Carter Larson
Experiencied Fiduciary and Financial Advisor with a passion for developing and delivering…
Experience
Fiduciary Risk and Compliance Manager
Mar 2021 — Present · Atlanta, GA, US
Education
Iowa State University - College of Business
Bachelor of Business Administration (B.B.A.)
1986 — 1990
The University of Tennessee at Chattanooga
Master of Business Administration (M.B.A.)
1993 — 1996
Skills
- Investment Management
- Financial Markets
- High Net Worth Individuals
- Problem Solving
- Building High Performance Sales Teams
- Financial Analysis
- Investments
- Wealth
- Financial Risk
- Asset Management
- High Performance Sales Teams
- Problem Analysis
- Personal Trust Administration
- Financial Services
- Collaborative Problem Solving
- Portfolio Management
- Finance
- Project Management
- Developing and Implementing Financial Solutions
- Financial Planning
- Banking
- Risk Management
- Wealth Management
- Songwriting
- Estate Planning
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