Financial Analyst
Current
Jan 2021 - Present
AeroLeads people directory · profile
Kimberly Carter Email & Phone Number
Financial Analyst
at
Shade Tree Advisors LLC
1 work email found
@shadetreeadvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Analyst
Location
Saratoga Springs, New York, United States
Company size
Who is Kimberly Carter? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kimberly Carter is listed as Financial Analyst at Shade Tree Advisors LLC, a company with 26 employees, based in Saratoga Springs, New York, United States. AeroLeads shows a work email signal at shadetreeadvisors.com and a matched LinkedIn profile for Kimberly Carter.
Kimberly Carter previously worked as Financial Analyst at Independent Family Office Llc and Financial Professional at Axa Advisors, Llc. Kimberly Carter holds Bachelor’S Degree, Actuarial Science from University Of Massachusetts, Amherst.
Company email context
Email format at Shade Tree Advisors LLC
This section adds company-level context without repeating Kimberly Carter's masked contact details.
{first_initial}{last}@shadetreeadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Kimberly Carter. Compare company email patterns before reaching out.
Profile bio
About Kimberly Carter
Kimberly Carter is a Financial Analyst at Shade Tree Advisors LLC. She possess expertise in financial services, risk management, retirement planning, asset allocation strategies, client education and 6 more skills.
Listed skills include Financial Services, Risk Management, Retirement Planning, Asset Allocation Strategies, and 7 others.
Current workplace
Kimberly Carter's current company
Company context helps verify the profile and gives searchers a useful next step.
Shade Tree Advisors Llc
5 roles
Kimberly Carter work experience
A career timeline built from the work history available for this profile.
Financial Analyst
Independent Family Office Llc
Apr 2018 - Jan 2021
Financial Professional
AXA Network, LLC (AXA Network Insurance Agency of California, LLC; AXA Network Insurance Agency of Utah, LLC; AXA Network of Puerto Rico, Inc.) Important information & Disclosures http://bit.ly/2g0wc48
Oct 2015 - Apr 2018
Mathematics Tutor
- Mentored eight student-athletes each semester, resulting in grade and test score improvements- Adjusted personal schedule to accommodate athlete schedules- Qualified to tutor all 100 level Mathematics courses and Statistics
Sep 2013 - May 2015
Sat Prep Tutor
- Qualified to work with 6-12th grade students in their various math courses- Trained to prepare students for all parts of the SAT
May 2014 - Aug 2014
Team & coworkers
Colleagues at Shade Tree Advisors LLC
Other employees you can reach at shadetreeadvisors.com. View company contacts for 26 employees →
ML
Matthew Lawson
Colleague at Shade Tree Advisors Llc
Saratoga Springs, New York, United States, United States
View →
CR
Charvella Rhodes
Colleague at Shade Tree Advisors Llc
Stewart, Minnesota, United States, United States
View →
FS
Felicia Smith
Colleague at Shade Tree Advisors Llc
Albany, New York Metropolitan Area, United States
View →
CC
Colleen Chase
Colleague at Shade Tree Advisors Llc
Cohoes, New York, United States, United States
View →
AK
Adrienne Knapp, Cpa
Colleague at Shade Tree Advisors Llc
Saratoga Springs, New York, United States, United States
View →
RM
Ryan Mclaughlin, Cfa
Colleague at Shade Tree Advisors Llc
New York City Metropolitan Area, United States
View →
EU
Elizabeth Usack
Colleague at Shade Tree Advisors Llc
Gansevoort, New York, United States, United States
View →
RK
Ryan Kelley
Colleague at Shade Tree Advisors Llc
Albany, New York Metropolitan Area, United States
View →
BH
Bridget Horan
Colleague at Shade Tree Advisors Llc
Durham, North Carolina, United States, United States
View →
MM
Madeline Mahon
Colleague at Shade Tree Advisors Llc
New York, New York, United States, United States
View →
Matthew Lawson
Colleague at Shade Tree Advisors Llc
Saratoga Springs, New York, United States, United States
View →
CR
Charvella Rhodes
Colleague at Shade Tree Advisors Llc
Stewart, Minnesota, United States, United States
View →
FS
Felicia Smith
Colleague at Shade Tree Advisors Llc
Albany, New York Metropolitan Area, United States
View →
CC
Colleen Chase
Colleague at Shade Tree Advisors Llc
Cohoes, New York, United States, United States
View →
AK
Adrienne Knapp, Cpa
Colleague at Shade Tree Advisors Llc
Saratoga Springs, New York, United States, United States
View →
RM
Ryan Mclaughlin, Cfa
Colleague at Shade Tree Advisors Llc
New York City Metropolitan Area, United States
View →
EU
Elizabeth Usack
Colleague at Shade Tree Advisors Llc
Gansevoort, New York, United States, United States
View →
RK
Ryan Kelley
Colleague at Shade Tree Advisors Llc
Albany, New York Metropolitan Area, United States
View →
BH
Bridget Horan
Colleague at Shade Tree Advisors Llc
Durham, North Carolina, United States, United States
View →
MM
Madeline Mahon
Colleague at Shade Tree Advisors Llc
New York, New York, United States, United States
View →
1 education record
Kimberly Carter education
FAQ
Frequently asked questions about Kimberly Carter
Quick answers generated from the profile data available on this page.
What company does Kimberly Carter work for?
Kimberly Carter works for Shade Tree Advisors LLC.
What is Kimberly Carter's role at Shade Tree Advisors LLC?
Kimberly Carter is listed as Financial Analyst at Shade Tree Advisors LLC.
What is Kimberly Carter's email address?
AeroLeads has found 1 work email signal at @shadetreeadvisors.com for Kimberly Carter at Shade Tree Advisors LLC.
Where is Kimberly Carter based?
Kimberly Carter is based in Saratoga Springs, New York, United States while working with Shade Tree Advisors LLC.
What companies has Kimberly Carter worked for?
Kimberly Carter has worked for Shade Tree Advisors Llc, Independent Family Office Llc, Axa Advisors, Llc, University Of Massachusetts Amherst, and Huntington Learning Center.
Who are Kimberly Carter's colleagues at Shade Tree Advisors LLC?
Kimberly Carter's colleagues at Shade Tree Advisors LLC include Matthew Lawson, Charvella Rhodes, Felicia Smith, Colleen Chase, and Adrienne Knapp, Cpa.
How can I contact Kimberly Carter?
You can use AeroLeads to view verified contact signals for Kimberly Carter at Shade Tree Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Kimberly Carter attend?
Kimberly Carter holds Bachelor’S Degree, Actuarial Science from University Of Massachusetts, Amherst.
What skills is Kimberly Carter known for?
Kimberly Carter is listed with skills including Financial Services, Risk Management, Retirement Planning, Asset Allocation Strategies, Client Education, Mathematics, Teamwork, and Tutoring.
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