AeroLeads people directory · profile
Cheryl Carter Email & Phone Number
Financial Representative
at
Northwestern Mutual
1 work email found
@thecapitalgroup.com
1 phone found area 619
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Representative
Location
Port Washington, New York, United States
Company size
Who is Cheryl Carter? Overview
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Quick answer
Cheryl Carter is listed as Financial Representative at Northwestern Mutual, a with 37473 employees, based in Port Washington, New York, United States. AeroLeads shows a work email signal at thecapitalgroup.com, phone signal with area code 619, and a matched LinkedIn profile for Cheryl Carter.
Cheryl Carter previously worked as Project Coordinator at Agilant Solutions, Inc. and Research Assistant at Capital Group. Cheryl Carter holds Bachelor Of Business Administration - Bba from Baruch College.
Company email context
Email format at Northwestern Mutual
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{first}.{last}@thecapitalgroup.com
86% confidence
AeroLeads found 1 current-domain work email signal for Cheryl Carter. Compare company email patterns before reaching out.
Profile bio
About Cheryl Carter
I am driven to go above and beyond to research, analyze, and report on business trends and insights that enable top leaders to create strategic plans that positively impact the bottom line. I have a proven history of forming long-lasting business relationships with new and existing customers that drive business growth and increase revenue. Utilizing my extensive experience in business development, I tackle obstacles head-on. There is no problem I can’t solve. I have strong collaboration and communication skills, excel in building ultra-successful teams, and have a proven track record of exceeding expectations. I revel in project management and am a passionate contributor with a laser focus on the bottom line.A few notes on how my previous experience has prepared me for a role as a marketing manager: ► Compiled data and research detailing $26B in debt assets into a thought-leadership performance report to guide business planning and operations quarterly. ► Created and implemented process and procedure improvement that saved the organization $150k. ► Proven history of translating business trend analysis into actionable goals to support business and revenue growth. Consistently acknowledged for my hard work and positive attitude, I am interested in applying these skills as a marketing manager. Let’s connect!
Listed skills include Investments, Bloomberg, Financial Modeling, Fixed Income, and 26 others.
Current workplace
Cheryl Carter's current company
Company context helps verify the profile and gives searchers a useful next step.
Northwestern Mutual
5 roles · 21 years
Cheryl Carter work experience
A career timeline built from the work history available for this profile.
Project Coordinator
• Investigate and respond to client escalations. (Device status checks) For the purpose of providing weekly updates to their various accounts. Review Open orders to confirm shipment, update Return inventory data report on what has been received as well as its present condition; Respond to various requests on an existing POS.• Weekly meeting with client to review current product orders, discuss concerns and provide inventory updates.• Weekly meeting on configuration technology-related matters that need to be addressed; Apply follow up actions as needed.• Discuss with team on inquiries received throughout the week, including escalations, shipment requests, new orders, and configuration services.•Bi-monthly visits to office to meet with Configuration team to receive updates on purchase orders, as well as inventory for accounts being managed.
Research Assistant
Provided strategic support to the senior portfolio manager and 3 investment analysts through data reports, financial valuation models, project management, team building, and idea generation. Detailed and reported on over $26B in debt assets under management. Managed investment projects and provided high-quality business calculations and predictions. Maintained monthly financial models, and directed over 10 financial valuations, and measured performance and trends. Created a streamlined data reporting tool that provided more accurate and efficient calculations and improved account success garnering a #1 ranking. Directed process and procedure improvement that ultimately saved the company $150k and improved the team through recruitment and training of cohesive team members.
2006 - 2021
~15 yrs
Senior Sales Assistant, Institutional Equity Division
Managed research and reporting on market trends, company profiles, transaction overviews, and account updates for Institutional Equity Division. Collaborated in a fast-paced environment to provide support to over 150 sales traders, traders, and top management. Evaluated and improved daily trading activities in correlation with NASDAQ/NYSE. Analyzed market and business performance for the top 100 accounts and directed over $10M in overnight international equity trading transactions.
Jun 2001 - Dec 2006
401(K) Benefits Analyst, Benefits Administration
Mar 1998 - May 2001
Team & coworkers
Colleagues at Northwestern Mutual
Other employees you can reach at northwesternmutual.com. View company contacts for 37473 employees →
RS
Rhonda Schumacher
Colleague at Northwestern MutualMilwaukee, Wisconsin, United States
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AA
Adam Akin
Colleague at Northwestern MutualEvansville, Indiana, United States
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EG
Elton Gonzales
Colleague at Northwestern MutualCharleston, South Carolina, United States
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RC
Russell Cahill, Clu, Chfc
Colleague at Northwestern MutualNew Hartford, New York, United States
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AS
Assad Sabga
Colleague at Northwestern MutualBoca Raton, Florida, United States
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EG
Emily Gandhi
Colleague at Northwestern MutualSan Diego, California, United States
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GW
Gerald Worrell
Colleague at Northwestern MutualCornelius, North Carolina, United States
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EN
Erik Nardone
Colleague at Northwestern MutualStoneham, Massachusetts, United States
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HT
Hope Terry
Colleague at Northwestern MutualKansas City, Missouri, United States
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CS
Caleb Schaffitzel
Colleague at Northwestern MutualNixa, Missouri, United States
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Rhonda Schumacher
Colleague at Northwestern MutualMilwaukee, Wisconsin, United States
View →
AA
Adam Akin
Colleague at Northwestern MutualEvansville, Indiana, United States
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EG
Elton Gonzales
Colleague at Northwestern MutualCharleston, South Carolina, United States
View →
RC
Russell Cahill, Clu, Chfc
Colleague at Northwestern MutualNew Hartford, New York, United States
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AS
Assad Sabga
Colleague at Northwestern MutualBoca Raton, Florida, United States
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EG
Emily Gandhi
Colleague at Northwestern MutualSan Diego, California, United States
View →
GW
Gerald Worrell
Colleague at Northwestern MutualCornelius, North Carolina, United States
View →
EN
Erik Nardone
Colleague at Northwestern MutualStoneham, Massachusetts, United States
View →
HT
Hope Terry
Colleague at Northwestern MutualKansas City, Missouri, United States
View →
CS
Caleb Schaffitzel
Colleague at Northwestern MutualNixa, Missouri, United States
View →
2 education records
Cheryl Carter education
Bachelor Of Business Administration - Bba
Master Of Science (M.S.), Finance For Professionals, 3.6 Gpa
FAQ
Frequently asked questions about Cheryl Carter
Quick answers generated from the profile data available on this page.
What company does Cheryl Carter work for?
Cheryl Carter works for Northwestern Mutual.
What is Cheryl Carter's role at Northwestern Mutual?
Cheryl Carter is listed as Financial Representative at Northwestern Mutual.
What is Cheryl Carter's email address?
AeroLeads has found 1 work email signal at @thecapitalgroup.com for Cheryl Carter at Northwestern Mutual.
What is Cheryl Carter's phone number?
AeroLeads has found 1 phone signal(s) with area code 619 for Cheryl Carter at Northwestern Mutual.
Where is Cheryl Carter based?
Cheryl Carter is based in Port Washington, New York, United States while working with Northwestern Mutual.
What companies has Cheryl Carter worked for?
Cheryl Carter has worked for Northwestern Mutual, Agilant Solutions, Inc., Capital Group, and Morgan Stanley.
Who are Cheryl Carter's colleagues at Northwestern Mutual?
Cheryl Carter's colleagues at Northwestern Mutual include Rhonda Schumacher, Adam Akin, Elton Gonzales, Russell Cahill, Clu, Chfc, and Assad Sabga.
How can I contact Cheryl Carter?
You can use AeroLeads to view verified contact signals for Cheryl Carter at Northwestern Mutual, including work email, phone, and LinkedIn data when available.
What schools did Cheryl Carter attend?
Cheryl Carter holds Bachelor Of Business Administration - Bba from Baruch College.
What skills is Cheryl Carter known for?
Cheryl Carter is listed with skills including Investments, Bloomberg, Financial Modeling, Fixed Income, Equities, Series 7, Research, and Valuation.
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