Charles Carter
Managing Director at Oxford Financial Group, Ltd.
- Role
- Managing Director at Oxford Financial Group, Ltd.
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Charles Carter
Passionately serving families\' pursuit of multi-generational success through a Family Office experience.
Experience
Managing Director
Jun 2018 — Present
Passionately enhancing the financial lives of clients by helping organize and deploy wealth in ways that enable families to lead lives that are happier, more harmonious and more secure.
Education
University of Kentucky
BBA
1998 — 2003
Skills
- Underwriting
- Financial Advisory
- Insurance
- Budgets
- Strategic Planning
- Finance
- Business Transitions
- Commercial Insurance
- Sales
- Small Business
- Estate Planning
- Sales Operations
- Customer Service
- Leadership
- Analysis
- Business
- Risk Management
- Wealth Management
- Marketing
- Strategic Financial Planning
- Management
- Coaching
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