Portfolio Strategies Analyst
Current
May 2024 - Present
AeroLeads people directory · profile
Augustus Carter Email & Phone Number
Portfolio Strategies Analyst
at
FHN Financial
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Strategies Analyst
Location
Denver Metropolitan Area, United States, United States
Company size
Who is Augustus Carter? Overview
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Quick answer
Augustus Carter is listed as Portfolio Strategies Analyst at FHN Financial, a company with 137 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Augustus Carter.
Augustus Carter previously worked as Tax Intern at Singerlewak Llp and Actuarial Analyst Intern at Hillridge Technology. Augustus Carter holds Bachelor Of Business Administration - Bba, Accounting And Finance, Junior from University Of Colorado Boulder.
Company email context
Email format at FHN Financial
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FHN Financial
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Profile bio
About Augustus Carter
I am a Senior at the University of Colorado Boulder. I am working towards a bachelor's degree in business with a dual emphasis in finance and accounting. I am a hard worker who thrives through challenges. I enjoy interacting with others and solving problems.
Current workplace
Augustus Carter's current company
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Fhn Financial
6 roles
Augustus Carter work experience
A career timeline built from the work history available for this profile.
Tax Intern
- Completed comprehensive CPE courses to acquire the proficiency required for the accurate preparation of tax returns.
- Skillfully utilized financial forms and legal documents to craft over 40 tax returns for meticulous partner review, ensuring compliance and precision.
- Actively participated in daily and weekly meetings, fostering a deep understanding of evolving tax laws, and contributing to the overall progress and efficiency of the office.
- Demonstrated proficiency in preparing Power of Attorney forms for individuals and estates, enhancing our clients' legal capabilities and financial well-being.
- Consistently maintained a high level of productivity, billing over 30 hours per week while upholding the highest standards of quality and accuracy.
Jun 2023 - Aug 2023
Actuarial Analyst Intern
- Used raw data to develop a pricing and portfolio management model for a new insurance product line and presented policy to underwriters.
- Conducted research to identify and create new business proposals to be sent to underwriters resulting in new sources of income.
- Transformed 2,500,000 units of raw data into an insurance pricing plan while solving complex problems to fit the needs of the underwriters.
- Calculated adjusted threshold loading in a new manner that the CEO used for the rest of his insurance products.
- Collaborated with the CEO to present pricing portfolio to underwriters.
Jun 2022 - Aug 2022
Tutor
- Tutored first and second-year students in business and math courses.
- Assessed student skill levels and provided constructive feedback throughout the learning process.
- Delivered individualized instruction and developed different ways to communicate concepts to meet the needs of students.
Feb 2022 - May 2022
Groundskeeper
- Operated heavy machinery and worked efficiently without mistakes.
- Supervised the cleaning, maintenance, and care of the buildings and grounds ensuring an aesthetically pleasing environment.
- Interacted professionally with members to provide a quality guest experience.
- Demonstrated excellent work ethic, working seven days a week with a 4:30 start time every morning.
Jun 2021 - Oct 2021
Head Custodian
This job was an excellent summer job that helped me pay my way through Highschool.
May 2017 - Aug 2020
Team & coworkers
Colleagues at FHN Financial
Other employees you can reach at fhnfinancial.com. View company contacts for 137 employees →
WC
Whit Carr
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
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LF
Luke Ferguson
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
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EG
Erick Ganzo
Colleague at Fhn FinancialHouston, Texas, United States, United States
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AG
Alan Gates
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
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JP
Jonathan Phillips
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
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FC
Frank Crump
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
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AG
Alice Grosseto
Colleague at Fhn FinancialWest Islip, New York, United States, United States
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JA
Jamie Augustine
Colleague at Fhn FinancialMemphis Metropolitan Area, United States
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AJ
Alexis Jackson
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
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BM
Brandon Messing
Colleague at Fhn FinancialChicago, Illinois, United States, United States
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Whit Carr
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
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LF
Luke Ferguson
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
View →
EG
Erick Ganzo
Colleague at Fhn FinancialHouston, Texas, United States, United States
View →
AG
Alan Gates
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
View →
JP
Jonathan Phillips
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
View →
FC
Frank Crump
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
View →
AG
Alice Grosseto
Colleague at Fhn FinancialWest Islip, New York, United States, United States
View →
JA
Jamie Augustine
Colleague at Fhn FinancialMemphis Metropolitan Area, United States
View →
AJ
Alexis Jackson
Colleague at Fhn FinancialMemphis, Tennessee, United States, United States
View →
BM
Brandon Messing
Colleague at Fhn FinancialChicago, Illinois, United States, United States
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2 education records
Augustus Carter education
Bachelor Of Business Administration - Bba, Accounting And Finance, Junior
Education record
FAQ
Frequently asked questions about Augustus Carter
Quick answers generated from the profile data available on this page.
What company does Augustus Carter work for?
Augustus Carter works for FHN Financial.
What is Augustus Carter's role at FHN Financial?
Augustus Carter is listed as Portfolio Strategies Analyst at FHN Financial.
Where is Augustus Carter based?
Augustus Carter is based in Denver Metropolitan Area, United States, United States while working with FHN Financial.
What companies has Augustus Carter worked for?
Augustus Carter has worked for Fhn Financial, Singerlewak Llp, Hillridge Technology, Ace Tutors, and Omni Interlocken Resort.
Who are Augustus Carter's colleagues at FHN Financial?
Augustus Carter's colleagues at FHN Financial include Whit Carr, Luke Ferguson, Erick Ganzo, Alan Gates, and Jonathan Phillips.
How can I contact Augustus Carter?
You can use AeroLeads to view verified contact signals for Augustus Carter at FHN Financial, including work email, phone, and LinkedIn data when available.
What schools did Augustus Carter attend?
Augustus Carter holds Bachelor Of Business Administration - Bba, Accounting And Finance, Junior from University Of Colorado Boulder.
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