Carter Uhlman

Carter Uhlman Email and Phone Number

Insurance & Wealth ManagementRetirement Planning Financial Professional @ Smith Gillis Financial @ SMITH GILLIS FINANCIAL
Carter Uhlman's Location
Middletown, Connecticut, United States, United States
About Carter Uhlman

Versatile business student with a strategic blend of experiences across Marketing Research and Design, Business Operations, Conference and Events Services, and Finance. As part of an internship team, I contributed to the expansion plan of Belmont Farms Distillery, navigating Virginia liquor laws and crafting innovative designs. In Conference Services at Saint Anselm College, I managed diverse responsibilities, including logistical support for the 2024 Presidential Primary Debate. As an Accounts Payable Specialist at TLD Corp., I honed financial expertise, collaborating across departments. Additionally, my role as a Warehouse Associate at Bob's Discount Furniture showcased my commitment to customer service and manual labor. Eager to leverage this diverse skill set in contributing to dynamic business environments. Let's connect and explore possibilities!Here are a few job summaries of what i’ve been able to accomplish while being a collegiate student athlete; Marketing Research and Design/ Business Operations: In this internship, a group of four students, along with the owners, will devise a plan to design a family-owned brewery. The Belmont Farms Distillery is known for being the oldest distillery in the United States along with its presence in multiple seasons of the hit show "Moonshiners" on Discovery channel. The owners have hopes of an expansion with a new brewery. We will oversee the regulations of Virginia liquor laws while developing sophisticated designs to bring new customers. Along with the design, we will be creating new names for the food/drink menu to go along with the theme of the building.Conference and Events Services at Saint Anselm College: As a staff member of Conference Services and Events at Saint Anselm College, I assisted with housing assignments, invoice/billing, event technology, and other administrative tasks such as projects with EMS software and phone coverage. I monitored facilities used by participants and checked in as customer service. As a staff member I recently worked the 2024 Presidential Primary Debate, during this process I was responsible for logistics on behalf of Saint Anselm College voluntary staffing and did various small tasks for ABC as they needed which included manual labor and consulting. TLD Corp. Accounts Payable Specialist: Specialized in Accounts Payable, Accounts Receivable, Customer Service, Invoicing, Bank Statements, and Bank Reconciliation. I was able to work with many departments, Financial Operations with the CFO, Accounting with the Controller, and sales with the Sales team.

Carter Uhlman's Current Company Details
SMITH GILLIS FINANCIAL

Smith Gillis Financial

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Insurance & Wealth ManagementRetirement Planning Financial Professional @ Smith Gillis Financial
Carter Uhlman Work Experience Details
  • Smith Gillis Financial
    Financial Professional
    Smith Gillis Financial Oct 2024 - Present
  • Smith Gillis Financial
    Service Agent
    Smith Gillis Financial Jul 2024 - Present
    Connecticut, United States
  • Coastal Consultants Ri
    Account Manager
    Coastal Consultants Ri Jun 2024 - Jul 2024
    Dedham, Massachusetts, United States
    We provide a better future and solution for our customers, delivering a greater ROI for clients, directly educating customers through an engaging hands-on process, and developing lasting relationships by making customers more educated and confident within their business model. Account Management position at Coastal Consultants involves managing a territory for Amazon Business customers. Responsibilities include learning about products, services, and systems, engaging with customers, acquiring new accounts, and managing customer spending accounts.
  • Belmont Farms Distillery
    Marketing Research & Design / Business Operations
    Belmont Farms Distillery Dec 2023 - Jun 2024
    Culpeper, Virginia, United States
    In this internship, a group of four students, along with the owners, will devise a plan to design a family-owned brewery. The Belmont Distillery is known for being the oldest distillery in the United States along with its presence in multiple seasons of the hit show "Moonshiners" on Discovery channel. They have hopes of an expansion with a new brewery. We will oversee the regulations of Virginia liquor laws while developing sophisticated designs to bring new customers. Along with the design, we will be creating new names for the food/drink menu to go along with the theme of the building, as well as price points for food and beverages considering operations and overhead.
  • Saint Anselm College
    Conference Events And Services Staff
    Saint Anselm College May 2023 - Jun 2024
    Manchester, New Hampshire, United States
    As a staff member of Conference Services and Events at Saint Anselm College, I assisted with housing assignments, invoice/billing, event technology, and other administrative tasks such as projects with EMS software and phone coverage. I monitored facilities used by participants and checked in as customer service.
  • Tld
    Accounts Payable Specialist
    Tld May 2022 - Jun 2024
    Windsor, Connecticut, United States
    Accounts payable, accounts receivable, customer service, invoices, bank statements, and bank reconciliation via phone. I was able to work with many departments, Finance with the CFO, Accounting with the Controller, and sales with the sales team.
  • Bob'S Discount Furniture
    Warehouse Associate
    Bob'S Discount Furniture Jan 2020 - Jul 2021
    Southington, Connecticut, United States
    Customer service, warehouse duties, paperwork, and manual labor.

Carter Uhlman Education Details

Frequently Asked Questions about Carter Uhlman

What company does Carter Uhlman work for?

Carter Uhlman works for Smith Gillis Financial

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

Carter Uhlman's current role is Insurance & Wealth ManagementRetirement Planning Financial Professional @ Smith Gillis Financial.

What schools did Carter Uhlman attend?

Carter Uhlman attended Saint Anselm College, Southington High School.

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