Portfolio And Wealth Advisory Associate
Current
Oct 2022 - Present
AeroLeads people directory · profile
William Carter, Mib Email & Phone Number
Portfolio and Wealth Advisory Associate at BBR Partners
at
BBR Partners
1 work email found
@bbrpartners.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio and Wealth Advisory Associate at BBR Partners
Location
New York, United States
Company size
Who is William Carter, Mib? Overview
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Quick answer
William Carter, Mib is listed as Portfolio and Wealth Advisory Associate at BBR Partners at BBR Partners, a with 148 employees, based in New York, United States. AeroLeads shows a work email signal at bbrpartners.com and a matched LinkedIn profile for William Carter, Mib.
William Carter, Mib previously worked as Portfolio and Wealth Advisory Associate at Bbr Partners and Investment Operations Associate at Northrock Partners. William Carter, Mib holds Master'S Degree, International Business, Graduated from University Of Florida.
Company email context
Email format at BBR Partners
This section adds company-level context without repeating William Carter, Mib's masked contact details.
*@bbrpartners.com
71% confidence
AeroLeads found 1 current-domain work email signal for William Carter, Mib. Compare company email patterns before reaching out.
Profile bio
About William Carter, Mib
William Carter, Mib is a Portfolio and Wealth Advisory Associate at BBR Partners at BBR Partners. He possess expertise in leadership, social media, public speaking, mozenda, communication and 15 more skills.
Listed skills include Leadership, Social Media, Public Speaking, Mozenda, and 16 others.
Current workplace
William Carter, Mib's current company
Company context helps verify the profile and gives searchers a useful next step.
Bbr Partners
6 roles
William Carter, Mib work experience
A career timeline built from the work history available for this profile.
Investment Operations Associate
Jul 2022 - Aug 2022
Operations Associate
Jan 2022 - Jul 2022
Student
Warrington College of Business Dean’s List (Spring 2018)3.52 Major GPA
Aug 2017 - Jan 2022
Financial Analyst
Managed due diligence request list for 5 prospective acquisition targets by tracking and organizing 200 financial, legal, andoperational documents.Validated M&A target balance sheets, cash flow & income statements, expense reports, and W-9s within Dropbox andsummarized via Smartsheet for C-Level review.Created business profiles on 10 prospective M&A targets including executive bios, company overviews, ownership/funding andmarket insights.Participated in bi-weekly C-level acquisition meetings taking minutes and providing process updates to executives and deal team.
May 2020 - Aug 2020
Junior Business Analyst
Led proof of concept to reduce manual efforts in data extraction via SaaS-based Mozenda platform and served as primary subject matter expert for the application. Analyzed estimated benefits in reduction of 16,640 operational staff hours with total cost savings of $368,000 annually. Automated integration of commission statements from 20 unique insurance carrier sites and configured point-and-click rules-based logic for real-time mapping to SFTP site. Collaborated with AmeriLife finance and operations teams on input validation for further analysis on commission payments. Facilitated vendor interactions with Mozenda product development and support teams for compatibility and troubleshooting.
Dec 2018 - Feb 2019
Team & coworkers
Colleagues at BBR Partners
Other employees you can reach at bbrpartners.com. View company contacts for 148 employees →
CK
Cary Klivan, Cpa
Colleague at Bbr PartnersMelville, New York, United States
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MB
Matthew Barsalona
Colleague at Bbr PartnersNew York, United States
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AM
Alaina Mazzuca
Colleague at Bbr PartnersNew York, United States
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NG
Neil Gladstone
Colleague at Bbr PartnersGreater Pittsburgh Region, United States
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RR
Reuben Reuben
Colleague at Bbr PartnersJohannesburg, Gauteng, South Africa
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KT
Kaylah Thomas
Colleague at Bbr PartnersLake Worth, Florida, United States
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GM
Gillian Minardi
Colleague at Bbr PartnersNew York, United States
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SN
Shannon Novak
Colleague at Bbr PartnersSag Harbor, New York, United States
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CA
Chris Attardo
Colleague at Bbr PartnersNew York, United States
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RB
Reuben Balogun
Colleague at Bbr PartnersLagos, Lagos State, Nigeria
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Cary Klivan, Cpa
Colleague at Bbr PartnersMelville, New York, United States
View →
MB
Matthew Barsalona
Colleague at Bbr PartnersNew York, United States
View →
AM
Alaina Mazzuca
Colleague at Bbr PartnersNew York, United States
View →
NG
Neil Gladstone
Colleague at Bbr PartnersGreater Pittsburgh Region, United States
View →
RR
Reuben Reuben
Colleague at Bbr PartnersJohannesburg, Gauteng, South Africa
View →
KT
Kaylah Thomas
Colleague at Bbr PartnersLake Worth, Florida, United States
View →
GM
Gillian Minardi
Colleague at Bbr PartnersNew York, United States
View →
SN
Shannon Novak
Colleague at Bbr PartnersSag Harbor, New York, United States
View →
CA
Chris Attardo
Colleague at Bbr PartnersNew York, United States
View →
RB
Reuben Balogun
Colleague at Bbr PartnersLagos, Lagos State, Nigeria
View →
3 education records
William Carter, Mib education
Master'S Degree, International Business, Graduated
Bachelor Of Science - Bs, Finance, General, Graduated
Tuscan Agriculture And Italian Society
FAQ
Frequently asked questions about William Carter, Mib
Quick answers generated from the profile data available on this page.
What company does William Carter, Mib work for?
William Carter, Mib works for BBR Partners.
What is William Carter, Mib's role at BBR Partners?
William Carter, Mib is listed as Portfolio and Wealth Advisory Associate at BBR Partners at BBR Partners.
What is William Carter, Mib's email address?
AeroLeads has found 1 work email signal at @bbrpartners.com for William Carter, Mib at BBR Partners.
Where is William Carter, Mib based?
William Carter, Mib is based in New York, United States while working with BBR Partners.
What companies has William Carter, Mib worked for?
William Carter, Mib has worked for Bbr Partners, Northrock Partners, University Of Florida, and Amerilife.
Who are William Carter, Mib's colleagues at BBR Partners?
William Carter, Mib's colleagues at BBR Partners include Cary Klivan, Cpa, Matthew Barsalona, Alaina Mazzuca, Neil Gladstone, and Reuben Reuben.
How can I contact William Carter, Mib?
You can use AeroLeads to view verified contact signals for William Carter, Mib at BBR Partners, including work email, phone, and LinkedIn data when available.
What schools did William Carter, Mib attend?
William Carter, Mib holds Master'S Degree, International Business, Graduated from University Of Florida.
What skills is William Carter, Mib known for?
William Carter, Mib is listed with skills including Leadership, Social Media, Public Speaking, Mozenda, Communication, Finance, Creative Writing, and Financial Accounting.
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