Carter Larson

Carter Larson Email and Phone Number

Fiduciary Risk and Compliance Manager at Magnolia Trust Company @ Magnolia Trust Company
chattanooga, tennessee, united states
Carter Larson's Location
Roswell, Georgia, United States, United States
Carter Larson's Contact Details

Carter Larson personal email

n/a
About Carter Larson

Experiencied Fiduciary and Financial Advisor with a passion for developing and delivering financial solutions.

Carter Larson's Current Company Details
Magnolia Trust Company

Magnolia Trust Company

View
Fiduciary Risk and Compliance Manager at Magnolia Trust Company
chattanooga, tennessee, united states
Website:
magnoliatrust.com
Employees:
3
Carter Larson Work Experience Details
  • Magnolia Trust Company
    Fiduciary Risk And Compliance Manager
    Magnolia Trust Company Mar 2021 - Present
    Atlanta, Georgia, United States
    View
  • Ameris Bank
    Head Of Personal Trust & Senior Trust Advisor
    Ameris Bank Dec 2019 - Jun 2020
    Atlanta, Georgia
    Head of Personal Trust and responsible for growing visibility of Trust Services within AmerisBank foot print and providing trust administrative services to established trust clients.
    View
  • Suntrust
    Senior Vice President And Fiduciary Executive
    Suntrust May 2018 - Dec 2019
    Greater Atlanta Area
    Fiduciary Executive responsible for managing and overseeing the Atlanta Advisory Center. Responsible for providing administrative fiduciary support to all client teams serving Personal Trust Clients located in Tennessee, Georgia and North Florida. Also responsible for managing and overseeing a dedicated Team of Investment Portfolio Managers that were responsible for the active management and oversight of the investment process for clients directly supported by the Center.
    View
  • Suntrust Bank
    Senior Vice President, Funeral & Cemetery Trust Services Manager
    Suntrust Bank May 2017 - May 2018
    Greater Atlanta Area
    Responsible for the oversight of a Team of Trust Advisors and Support Specialists that provided management and oversight of all administration for all Cemetery, Merchandising, and Pre-Need Trusts for all clients within the SunTrust PWM footprint.
    View
  • Suntrust
    Senior Vice President, Fiduciary Risk Manager
    Suntrust Jan 2007 - May 2017
    Atlanta, Georgia, United States
    Responsible for oversight and management of key Fiduciary Processes required to be compliant with Fiduciary Regulators. Successfully led a project team and implemented a system conversion for Annual Reviews (Reg. 9) for several thousand accounts. Successfully implemented a consolidated governance, oversight and review process for all of SunTrust's personal Fiduciary accounts. Managed risk oversight to timely address risk items as well as implemented and tested internal controls to help mitigate risk.
    View
  • Suntrust
    Senior Vice President, Wealth Services Manager
    Suntrust Mar 2006 - Dec 2007
    Sarasota, Florida, United States
    Responsible for managing 5 geographic teams of Client Advisors to grow the Wealth Management, Brokerage, Loan and Deposit Revenue. Team consisted of 26 Advisors and 14 support staff located in Sarasota, Ft. Myers, Venice & Naples Florida.
    View
  • Suntrust
    Group Vice President, Fiduciary Services Manager
    Suntrust Mar 2003 - Feb 2006
    Responsible for managing and overseeing 7 geographic Trust Teams consisting of 21 Trust Advisors and 18 support staff. Teams were located in Savannah, Macon, Columbus, Augusta, Albany, Brunswick, Georgia as well as Hilton Head, SC.
    View
  • Suntrust
    Vice President & Trust Advisor
    Suntrust Aug 1996 - Mar 2003
    Chattanooga, Tennessee, United States
    Responsible for working with High Net Worth Trust Clients to Manage, Grow and Preserve their assets. Successfully implemented contact communication program for over 50 HNW Relationships with over $200MM AUA ultimately improving client retention. Successfully met new business goals in 2000, 2001 & 2002.
    View
  • Mckee Foods Corporation
    Financial And Distribution Analyst
    Mckee Foods Corporation Mar 1990 - Aug 1996
    Chattanooga, Tennessee Area
    Successfully implemented quality control standards and delivery schedule changes to reduce customer delivery cycle times and reduce transportation costs. Areas of focus, financial review and justification of supply chain improvement projects as well as resourse and routing analysis for delivery improvements.
    View

Carter Larson Skills

Financial Services Estate Planning Wealth Wealth Management Financial Risk Finance Financial Analysis Financial Planning Financial Markets Project Management Personal Trust Administration Asset Management Banking Collaborative Problem Solving Portfolio Management Investment Management Risk Management Investments High Net Worth Individuals Problem Analysis Songwriting High Performance Sales Teams Developing And Implementing Financial Solutions Building High Performance Sales Teams Problem Solving

Carter Larson Education Details

Frequently Asked Questions about Carter Larson

What company does Carter Larson work for?

Carter Larson works for Magnolia Trust Company

What is Carter Larson's role at the current company?

Carter Larson's current role is Fiduciary Risk and Compliance Manager at Magnolia Trust Company.

What is Carter Larson's email address?

Carter Larson's email address is ca****@****ust.com

What schools did Carter Larson attend?

Carter Larson attended The University Of Tennessee At Chattanooga, Iowa State University - College Of Business.

What skills is Carter Larson known for?

Carter Larson has skills like Financial Services, Estate Planning, Wealth, Wealth Management, Financial Risk, Finance, Financial Analysis, Financial Planning, Financial Markets, Project Management, Personal Trust Administration, Asset Management.

Who are Carter Larson's colleagues?

Carter Larson's colleagues are Michelle Przystas, Rhett Zeigler, Christa Meyer, Yasmeen Callum, Rebecca Mcnabb, Jd, Llm, Ctfa.

Not the Carter Larson you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.