Carter Brooks

Carter Brooks Email and Phone Number

Executive Chef @ Echelon Payments
Richmond, VA, US
Carter Brooks's Location
Richmond, Virginia, United States, United States
Carter Brooks's Contact Details

Carter Brooks personal email

n/a

Carter Brooks phone numbers

About Carter Brooks

Carter Brooks is a Executive Chef at Echelon Payments. He possess expertise in investments, retirement planning, finance, asset allocation, mutual funds and 9 more skills.

Carter Brooks's Current Company Details
Echelon Payments

Echelon Payments

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Executive Chef
Richmond, VA, US
Website:
goepsg.com
Employees:
312
Carter Brooks Work Experience Details
  • Echelon Payments
    Echelon Payments
    Richmond, Va, Us
    View
  • Brooks And Brooks Catering
    Executive Chef
    Brooks And Brooks Catering Oct 2019 - Present
    Richmond, Virginia, United States
  • Virginia Career Education Foundation
    Chief Development Officer
    Virginia Career Education Foundation Dec 2017 - Present
    Richmond, Virginia Area
  • Get Beyond
    Team Lead At Beyond
    Get Beyond Nov 2020 - Oct 2023
    View
  • Get Beyond
    Business Advocate
    Get Beyond Jun 2018 - Oct 2023
    Richmond, Virginia Area
    View
  • Wells Fargo Advisors
    Senior Vice President - Investment Officer
    Wells Fargo Advisors Aug 2009 - Aug 2017
    Richmond, Va
    •Comprehensive Wealth Management: Investment planning is an ongoing process. Perform in-depth research and fiscal analysis to foresee issues and prepare strategic plans to handle diverse and critical financial events.•Client Relations & Consultative Sales: Managed $75,000,000 in client assets for 150+ households. Engaged each customer to understand unique goals and resources. Awarded Premier Advisors Designation 2015 & 2016.
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Aug 1994 - Jul 2009
    •Business Operations & Optimization: Managed individual office with two branch office administrators. Received Managing Partners Award in 2007 for superior service.•Team Leadership & Development Training: Trained new brokers in practices and policies. Led workshops and organized productivity meetings for veteran staff. Participated in identifying new locations for market growth and helped organize and lead regional meetings to promote internal collaboration.
    View

Carter Brooks Skills

Investments Retirement Planning Finance Asset Allocation Mutual Funds Securities Strategic Planning Alternative Investments 401k Rollovers Financial Advisory Asset Management Financial Analysis Financial Services Investment Strategies

Carter Brooks Education Details

Frequently Asked Questions about Carter Brooks

What company does Carter Brooks work for?

Carter Brooks works for Echelon Payments

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

Carter Brooks's current role is Executive Chef.

What is Carter Brooks's email address?

Carter Brooks's email address is ca****@****nes.com

What is Carter Brooks's direct phone number?

Carter Brooks's direct phone number is 180430*****

What schools did Carter Brooks attend?

Carter Brooks attended Hampden-Sydney College.

What skills is Carter Brooks known for?

Carter Brooks has skills like Investments, Retirement Planning, Finance, Asset Allocation, Mutual Funds, Securities, Strategic Planning, Alternative Investments, 401k Rollovers, Financial Advisory, Asset Management, Financial Analysis.

Who are Carter Brooks's colleagues?

Carter Brooks's colleagues are Amy Hochberg, Dave Proy, Jean Roseau, Georgina Cortes, Maria Cardona, Andrew Margolies, Yinka Bosede.

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