Carter Mckaig Email & Phone Number

Bethesda, Md, Us

Oxford, Ohio, United States

Actively developing financial skills specifically in personal finance, banking, and investments through panels with members, industry speakers, and presentations of unique financial topics.

Audited over 50 clients’ tax forms to accurately calculate owed taxes based on location of income and income amountAnalyzed potential alternative investments for clients and produced key takeaways and suggestions to Managing DirectorsUtilized valuation analysis to identify undervalued equity investments and presented findings to senior portfolio managers to use inclient meetingsReviewed clients’ asset breakdown on Wealthscape and developed a Microsoft Excel spreadsheet with information such as capitalcalls and distributions on their specific investmentsCollaborated with a team of interns to consult on the future of the Registered Investment Adviser industry, providing suggestionson how to gain competitive advantages and delivered our findings through a business presentation to the Operating Committee

Reston, Virginia, United States

Communicated with clients to facilitate financial paperworkHandled calls from broker companies about client personal/financial issuesCollaborated with co-workers on client projectsActively listened and sat in on wealth management meetings with clients, as well as mutual fund/ETF representatives

Bethesda, Md

I was promoted from lifeguard to manager for uplifting company values. I actively tested chemicals to ensure patron safety. I handled guest fees and membership fees and wrote a financial report at the end of each workday. I qorked to facilitate conflict between board members and staffing company.

Bethesda, Maryland, United States

I provided facility inspection and maintenance to achieve superior levels of cleanliness and upkeep. I ensured patron safety and satisfaction.

Bethesda, Maryland, United States

I coordinated with co-workers to facilitate orders in a crowded environment. I demonstrated continuous knowledge of menu and service offerings, including promotional products and new flavors.

Temple Hills, Maryland, United States

Worked as a cashier and wrote daily finance reports.

Buisness, Finance, General

Education record

Activities and Societies: Eagles for Water Club, Choir, Fishing Club