See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Charles Carroll Jr., Mba, Cfa profile image

Charles Carroll Jr., Mba, Cfa

Senior Associate, Investments and Coordination Desk at Capital Union Bank
Intro Book
Chartered Financial Analyst (CFA) with MBA and finance experience.
  • Claim this Profile
Location
Toronto, Ontario, Canada, CA
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Charles Carroll Jr., MBA, CFA, is a seasoned finance professional with extensive experience in investments, middle office, and academia. He has held senior roles at Capital Union Bank and has taught as an adjunct faculty member at the University of The Bahamas. He holds a Master of Business Administration degree from HEC Montréal and is a Chartered Financial Analyst (CFA) certified professional.

Credentials

  • Digital Assets Training
    Deltec
    Sep, 2022
    - Apr, 2026
  • Financial Modeling & Valuation Analyst (FMVA)®
    Corporate Finance Institute® (CFI)
    Jul, 2022
    - Apr, 2026
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2021
    - Apr, 2026

Experience

  • Capital Union Bank
    • Bahamas
    • Financial Services
    • 1 - 100 Employee
    • Senior Associate, Investments and Coordination Desk
      • Jan 2023 - Present

    • Associate, Investments and Coordination Desk
      • Oct 2022 - Dec 2022

  • University of The Bahamas
    • Nassau, New Providence, The Bahamas
    • Adjunct Faculty
      • Jul 2023 - Present
      • Nassau, New Providence, The Bahamas

  • Capital Union Bank
    • Nassau, New Providence, The Bahamas
    • Associate, Middle Office
      • May 2019 - Aug 2021
      • Nassau, New Providence, The Bahamas

  • JPMorgan Trust Company (Bahamas) Ltd.
    • Nassau, New Providence, The Bahamas
    • Business Support Analyst
      • Feb 2017 - May 2019
      • Nassau, New Providence, The Bahamas

  • Central Bank of The Bahamas
    • Nassau, New Providence, The Bahamas
    • Junior Professional
      • Jun 2016 - Aug 2016
      • Nassau, New Providence, The Bahamas

Education

  • 2021 - 2022
    HEC Montréal
    Master of Business Administration - MBA, Business Administration and Management, General
  • 2013 - 2016
    University of The Bahamas
    Bachelor of Business Administration - BBA, Economics and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles