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Andy Carson Email & Phone Number
Relationship Manager
at
City National Bank
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Manager
Location
Charlotte Metro, United States, United States
Who is Andy Carson? Overview
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Quick answer
Andy Carson is listed as Relationship Manager at City National Bank, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Andy Carson.
Andy Carson previously worked as SVP Treasury Sales Officer at Truist and VP, Treasury Sales Officer at Bank Of America. Andy Carson holds B.B.A, Finance from James Madison University.
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Email format at City National Bank
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City National Bank
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Profile bio
About Andy Carson
With over a decade of dedicated experience in treasury sales, my expertise lies in propelling revenue growth and managing strategic client relationships at Truist. My mission aligns with our company's commitment to innovative financial solutions, where I leverage my skills in business strategy and financial advisory to deliver impactful results. The diversity of my experience contributes to a broader perspective, enriching our team's dynamic and fostering a culture of excellence.At Truist, my role as SVP Treasury Sales Officer centers on nurturing and expanding our presence across key Southern markets. My responsibilities encompass revenue acceleration, portfolio development, and forging strong ties with clients through customized treasury solutions. Utilizing tools like AvidXchange, I focus on client acquisition and deepening existing relationships, further solidifying our market position through strategic sales leadership and expert financial guidance.
Current workplace
Andy Carson's current company
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10 roles
Andy Carson work experience
A career timeline built from the work history available for this profile.
Svp Treasury Sales Officer
Mar 2018 - May 2024
Vp, Treasury Sales Officer
Treasury Sales Officer (TSO) I am responsible for managing, and aggressively growing, frontline treasury revenue streams across NC, SC, GA and TN of small to large privately held and public real estate entities. Teamed up as needed with Client Managers, FX, Investment, Card, Trade/SCF, Liquidity Product partners and others across the enterprise to drive US.
Jun 2013 - Apr 2018
Jan 2009 - Jun 2013
Business Development Manager
Fern Templeton
Managed daily operations of growing portfolio companies with a focus on revenue and profit growth. Provided leadership on mergers and acquisitions of undervalued organizations. Established the development and evaluations of production deliverables, analysis, presentations, reports and case studies through due diligence on selected acquisition targets..
Jul 2007 - Apr 2009
Analyst/Consultant
Fern Templeton
Jun 2007 - Apr 2009
Business Development Manager
Jun 2007 - Sep 2008
Trader
Facilitated financial sales growth by trading equities, options, ETF's, mutual funds and money market funds.Analyzed numerous investment instruments in complex option trading and equity securities for portfolio growth.Widely recognized in an instrumental role with management placing 401(k) trades, ESOP trades, DRS trades and training new hires.Promoted.
Nov 2005 - Apr 2007
Financial Advisor
Established and maintained relationships with individual clients, small businesses and non-profit organizations including hospitals, high schools, colleges and charities. Built solid records and ensured client retention by providing strategic investment recommendations in financial plans.Developed and implemented sales plans and managed all phases of the.
Feb 2003 - Nov 2005
Financial Advisor
Served as a key team member for high net worth clients. Managed over two hundred million dollars in a team of three. Developed client base through networking and seminar marketing. Provided sound financial, insurance and wealth management services to protect client assets and grow net worth of their respective portfolios.
Jan 2001 - Jan 2004
4 education records
Andy Carson education
B.B.A, Finance
Cfp, Finance
Education record
Hardgrave Military Academy
Education record
Greenbrier East
FAQ
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What company does Andy Carson work for?
Andy Carson works for City National Bank.
What is Andy Carson's role at City National Bank?
Andy Carson is listed as Relationship Manager at City National Bank.
Where is Andy Carson based?
Andy Carson is based in Charlotte Metro, United States, United States while working with City National Bank.
What companies has Andy Carson worked for?
Andy Carson has worked for City National Bank, Truist, Bank Of America, Fern Templeton, and Ettain Group.
How can I contact Andy Carson?
You can use AeroLeads to view verified contact signals for Andy Carson at City National Bank, including work email, phone, and LinkedIn data when available.
What schools did Andy Carson attend?
Andy Carson holds B.B.A, Finance from James Madison University.
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