Carter Smith

Carter Smith Email and Phone Number

Senior Mergers and Acquisitions Analyst at Wealthspire Advisors @ Wealthspire Advisors
new york, new york, united states
Carter Smith's Location
Greater Milwaukee, United States
Carter Smith's Contact Details

Carter Smith work email

Carter Smith personal email

About Carter Smith

As a Mergers and Acquisitions Analyst at Wealthspire Advisors, I support the firms inorganic growth initiatives through strategic transactions and partnerships. With over two years of experience in investment banking and financial services, I have developed strong skills in financial analysis, valuation, due diligence, and deal execution. I hold an MBA from the University of Wisconsin-Milwaukee and a BBA in Finance from the University of Wisconsin-Whitewater, as well as multiple certifications from the Corporate Finance Institute.

Carter Smith's Current Company Details
Wealthspire Advisors

Wealthspire Advisors

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Senior Mergers and Acquisitions Analyst at Wealthspire Advisors
new york, new york, united states
Website:
wealthspire.com
Employees:
112
Carter Smith Work Experience Details
  • Wealthspire Advisors
    Senior Mergers And Acquisitions Analyst
    Wealthspire Advisors Nov 2024 - Present
    Milwaukee, Wisconsin, United States
  • Wealthspire Advisors
    Mergers And Acquisitions Analyst
    Wealthspire Advisors Feb 2023 - Nov 2024
    Milwaukee, Wisconsin, United States
  • Tko Miller
    Investment Banking Analyst
    Tko Miller Feb 2022 - Jul 2022
    Milwaukee, Wisconsin, United States
  • Erin Hills Golf Course
    Caddie
    Erin Hills Golf Course 2017 - 2022
    Hartford, Wisconsin, United States

Carter Smith Skills

Time Management Microsoft Excel Leadership Social Media Event Planning Microsoft Powerpoint Customer Service Teamwork Public Speaking Organizational

Carter Smith Education Details

Frequently Asked Questions about Carter Smith

What company does Carter Smith work for?

Carter Smith works for Wealthspire Advisors

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

Carter Smith's current role is Senior Mergers and Acquisitions Analyst at Wealthspire Advisors.

What is Carter Smith's email address?

Carter Smith's email address is ca****@****lls.com

What schools did Carter Smith attend?

Carter Smith attended University Of Wisconsin-Milwaukee, University Of Wisconsin-Whitewater.

What skills is Carter Smith known for?

Carter Smith has skills like Time Management, Microsoft Excel, Leadership, Social Media, Event Planning, Microsoft Powerpoint, Customer Service, Teamwork, Public Speaking, Organizational.

Who are Carter Smith's colleagues?

Carter Smith's colleagues are J. Saunders Wiggins, Cfp(R), Aif, Uliana Michaelis, Cfp®, Karin Maloney Stifler, Anthony Bethea, Scott Dillie, Cfp®, Shannon Thieke, Sneh Shah, Cpa.

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