Carter Thomas
Principal & COO at Abound Wealth Management
- Role
- Principal & COO at Abound Wealth Management
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Principal & COO
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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