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Sean Carter
Director, Investment Advisor Representative at Kingstone Financial
Seasoned financial professional with expertise in investment management and corporate finance.
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Location
Denver, Colorado, United States, US
Bio
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Topline AI
Sean Carter is a seasoned financial professional with 20+ years of experience in investment management, insurance, and family office services. He has held various roles, including Director and Assistant Vice President, and has expertise in corporate finance and financial markets. Sean holds a BS in Business Administration from the University of New Hampshire and has completed courses in corporate finance and financial markets through Coursera.
Credentials
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Introduction to Corporate Finance by University of Pennsylvania
CourseraAug, 2019- Apr, 2026 -
Financial Markets (with Honors)
CourseraSep, 2017- Apr, 2026
Experience
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Director, Investment Advisor Representative
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Feb 2017 - Present
Investment Management, Insurance, Tax and Charitable Planning, Family Office Services
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Mountain Financial, LLC
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Greater Denver Area
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Comprehensive Advisor
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Feb 2013 - Feb 2017
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Greater Denver Area
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United States
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Financial Services
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700 & Above Employee
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Assistant Vice President
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Nov 2007 - Dec 2012
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Internal Wholesaler
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Oct 2005 - Nov 2007
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Investor Resource Consultant/Product Specialist
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Nov 2003 - Oct 2005
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Education
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1998 - 2002University of New Hampshire
BS, Business Administration
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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