Carter Thomas

Principal & COO at Abound Wealth Management

Role
Principal & COO at Abound Wealth Management
Location
Franklin, TN, US
LinkedIn followers
500 followers

Experience

  1. Principal & COO

    Abound Wealth Management

    Sep 2019 — Present · Nashville, TN, US

Education

  • Lipscomb University

    Bachelor of Business Administration

Skills

  • Financial Planning
  • Asset Management
  • Strategic Financial Planning
  • Financial Modeling
  • Investments
  • Wealth Management
  • Finance
  • Valuation
  • Personal Financial Planning
  • Morningstar Office
  • Trading
  • Portfolio Management
  • Alternative Investments

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Carter Thomas — Principal & COO at Abound Wealth Management in Franklin, TN, US | Unifers