Brian Carter
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Brian Carter Email & Phone Number

Client Services Manager at Flynn Financial Partners, Ltd. at Flynn Financial Partners, Ltd.
Location: New York City Metropolitan Area, United States 5 work roles 2 schools
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Role
Client Services Manager at Flynn Financial Partners, Ltd.
Location
New York City Metropolitan Area, United States

Who is Brian Carter? Overview

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Quick answer

Brian Carter is listed as Client Services Manager at Flynn Financial Partners, Ltd. at Flynn Financial Partners, Ltd., based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Brian Carter.

Brian Carter previously worked as Client Services Manager at Flynn Financial Partners, Ltd. and Associate at Wells Fargo Advisors. Brian Carter holds Bachelor’S Degree, Business Administration, Concentration: Entrepreneurship from Winthrop University.

Company email context

Email format at Flynn Financial Partners, Ltd.

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Flynn Financial Partners, Ltd.

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Profile bio

About Brian Carter

Brian Carter is a Client Services Manager at Flynn Financial Partners, Ltd. at Flynn Financial Partners, Ltd.. He is proficient in Spanish.

Current workplace

Brian Carter's current company

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Flynn Financial Partners, Ltd.
Flynn Financial Partners, Ltd.
Client Services Manager at Flynn Financial Partners, Ltd.
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5 roles

Brian Carter work experience

A career timeline built from the work history available for this profile.

Client Services Manager

Current

New Rochelle, New York, United States

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Private Advisor Group, LLC, a Registered Investment Advisor. Private Advisor Group, LLC and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Jul 2017 - Present

Hedis Medical Auditor

Greater New York City Area

Interfaced with health care provider facilities and physicians, both electronically and occasionally on-site, in order to retrieve and review medical records for the completion of the massive HEDIS audit.

Mar 2016 - Apr 2016

Accounts Receivable Clerk

Greater New York City Area

Reviewed, processed and filed medial and billing records for ADAP patients.

Jan 2016 - Mar 2016
2 education records

Brian Carter education

Bachelor’S Degree, Business Administration, Concentration: Entrepreneurship

Activities and Societies: Investments Club, Finance ClubAchieved a degree in Entrepreneurship while studying personal and corporate.

High School

New Rochelle High School
FAQ

Frequently asked questions about Brian Carter

Quick answers generated from the profile data available on this page.

What company does Brian Carter work for?

Brian Carter works for Flynn Financial Partners, Ltd..

What is Brian Carter's role at Flynn Financial Partners, Ltd.?

Brian Carter is listed as Client Services Manager at Flynn Financial Partners, Ltd. at Flynn Financial Partners, Ltd..

Where is Brian Carter based?

Brian Carter is based in New York City Metropolitan Area, United States while working with Flynn Financial Partners, Ltd..

What companies has Brian Carter worked for?

Brian Carter has worked for Flynn Financial Partners, Ltd., Wells Fargo Advisors, Cmo - The Care Management Company Of Montefiore Medical Center, Montefiore Health System, and Cvs Caremark Corporation.

How can I contact Brian Carter?

You can use AeroLeads to view verified contact signals for Brian Carter at Flynn Financial Partners, Ltd., including work email, phone, and LinkedIn data when available.

What schools did Brian Carter attend?

Brian Carter holds Bachelor’S Degree, Business Administration, Concentration: Entrepreneurship from Winthrop University.

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