Caroline Harper

Client Advisory Analyst at Tolleson Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Bloomberg Market Concepts
    Bloomberg
    Mar, 2023
    - Nov, 2024

Experience

  • Tolleson Wealth Management
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Advisory Analyst
      • Feb 2023 - Present

  • Tolleson Wealth Management
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Advisory Team Summer Analyst
      • May 2022 - Aug 2022

      Summer Analyst Summer Analyst

  • FirstCapital Bank of Texas
    • United States
    • Banking
    • 1 - 100 Employee
    • Private banking intern
      • May 2021 - Aug 2021

      Private banking/ commercial lending intern performing the daily roles of an analyst. Private banking/ commercial lending intern performing the daily roles of an analyst.

Education

  • Southern Methodist University
    Masters, Finance, General
    2022 - 2023
  • Texas Christian University - M.J. Neeley School of Business
    Bachelor of Business Administration - BBA, Finance and Real Estate
    2018 - 2022
  • Midland High School
    2015 - 2018

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