Carter Straub
Wealth and Investment Management Analyst at Wells Fargo
- Role
- Wealth and Investment Management Analyst at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Carter Straub
Currently working at Wells Fargo in Wealth & Investment Management, where I support strategic initiatives through financial analysis, business strategy, and process improvement—driving efficiency, innovation, and long-term growth.Founder of Created Real, a purpose-driven clothing brand that donates a portion of profits to mental health charities—an experience that has strengthened my leadership, creativity, and business development skills while fostering a mission-driven community focused on awareness, support, and impact.Competitive mountain biker and content creator who has partnered with leading brands to produce high-quality content while building a following of 20K+ and generating over 4M views in under two years.Former student-athlete (Men’s Lacrosse) at Bentley University, carrying forward the discipline, teamwork, and continuous growth mindset developed in athletics into both professional endeavors and personal passions.
Experience
Wealth and Investment Management Analyst
Jul 2025 — Present · Charlotte, NC, US
The Client Relationship Group - Strategy and Planning Team•Conduct financial and operational analysis to highlight areas of revenue leakage and cost saving opportunities •Develop strategic recommendations to enhance profitability and operational effectiveness •Prepare executive level reports and presentations to support decision-making for senior leadership
Education
Bentley University
Bachelor's degree, Finance
2021 — 2025
Bentley University - McCallum Graduate School of Business
Master's degree, Finance
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