Sharon Carter, MBA
Wealth Management Professional at Northeast Planning Group, Inc.- Claim this Profile
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Bio
Toye Johnson-Vincent, Career Strategist, Speaker, Train
I’m grateful I was able to connect with Sharon Carter and invite her on my podcast show SPEAK TO ME FIRST podcast show! Sharon shared her wealth of knowledge on the podcast platform including detailing steps to take for establishing and/maintaining a positive wealth management journey! I especially enjoyed our conversation as she is a native of NYC (my hometown) so we connected on that level even further😊 Sharon didn’t sugar-coat practical strategies and definitely was an awesome guest who kept the conversation lively! If you’re interested in learning more about the ABC’s of wealth management for you and/or your organization, check out her profile-website. Coach Toye aka No Sugar-Coating COACH Motivational Speaker Keynote Speaker Certified Life Coach HR Consultant Soft Skills Trainer Podcast Host
Veronica Ochoa
Sharon is wonderful to work with, she's self motivated, she's dedicated to her job and clients. She's always looking for ways to be better in her personal and professional life.
Toye Johnson-Vincent, Career Strategist, Speaker, Train
I’m grateful I was able to connect with Sharon Carter and invite her on my podcast show SPEAK TO ME FIRST podcast show! Sharon shared her wealth of knowledge on the podcast platform including detailing steps to take for establishing and/maintaining a positive wealth management journey! I especially enjoyed our conversation as she is a native of NYC (my hometown) so we connected on that level even further😊 Sharon didn’t sugar-coat practical strategies and definitely was an awesome guest who kept the conversation lively! If you’re interested in learning more about the ABC’s of wealth management for you and/or your organization, check out her profile-website. Coach Toye aka No Sugar-Coating COACH Motivational Speaker Keynote Speaker Certified Life Coach HR Consultant Soft Skills Trainer Podcast Host
Veronica Ochoa
Sharon is wonderful to work with, she's self motivated, she's dedicated to her job and clients. She's always looking for ways to be better in her personal and professional life.
Toye Johnson-Vincent, Career Strategist, Speaker, Train
I’m grateful I was able to connect with Sharon Carter and invite her on my podcast show SPEAK TO ME FIRST podcast show! Sharon shared her wealth of knowledge on the podcast platform including detailing steps to take for establishing and/maintaining a positive wealth management journey! I especially enjoyed our conversation as she is a native of NYC (my hometown) so we connected on that level even further😊 Sharon didn’t sugar-coat practical strategies and definitely was an awesome guest who kept the conversation lively! If you’re interested in learning more about the ABC’s of wealth management for you and/or your organization, check out her profile-website. Coach Toye aka No Sugar-Coating COACH Motivational Speaker Keynote Speaker Certified Life Coach HR Consultant Soft Skills Trainer Podcast Host
Veronica Ochoa
Sharon is wonderful to work with, she's self motivated, she's dedicated to her job and clients. She's always looking for ways to be better in her personal and professional life.
Toye Johnson-Vincent, Career Strategist, Speaker, Train
I’m grateful I was able to connect with Sharon Carter and invite her on my podcast show SPEAK TO ME FIRST podcast show! Sharon shared her wealth of knowledge on the podcast platform including detailing steps to take for establishing and/maintaining a positive wealth management journey! I especially enjoyed our conversation as she is a native of NYC (my hometown) so we connected on that level even further😊 Sharon didn’t sugar-coat practical strategies and definitely was an awesome guest who kept the conversation lively! If you’re interested in learning more about the ABC’s of wealth management for you and/or your organization, check out her profile-website. Coach Toye aka No Sugar-Coating COACH Motivational Speaker Keynote Speaker Certified Life Coach HR Consultant Soft Skills Trainer Podcast Host
Veronica Ochoa
Sharon is wonderful to work with, she's self motivated, she's dedicated to her job and clients. She's always looking for ways to be better in her personal and professional life.
Credentials
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NY Real Estate Salesperson
New York Real Estate InstituteJan, 2022- Oct, 2024 -
Insurance License
New York State Department of Financial ServicesNov, 2019- Oct, 2024
Experience
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Northeast Planning Group, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management Professional
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Jun 2022 - Present
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The Leazer Group, An Integrity Company
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United States
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Insurance
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1 - 100 Employee
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Field Underwriter
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Jan 2021 - Jun 2022
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BNI (Business Network International)
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Advertising Services
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300 - 400 Employee
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Vice President Chapter
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Oct 2020 - Jun 2021
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Colonial Life
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1 - 100 Employee
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District General Agent
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Dec 2019 - Jan 2021
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Ensurian
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United States
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Insurance
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1 - 100 Employee
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Broker Sales Advisor - New York Region
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Jun 2019 - Nov 2019
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Business Network International
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Advertising Services
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1 - 100 Employee
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Head of Membership Committee
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Nov 2016 - May 2019
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USHEALTH Advisors
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Insurance
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1 - 100 Employee
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Career Agent
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Jan 2016 - May 2019
-Exceeded $1.5M in total sales with B2B & B2C clients within 1 1/2 years. -Member of the BEST Stock Program - 2018 & 2017. -#1 Agent in the Sterling, VA office - 2018 & 2017. -Multiple Sales Contest Winner. -Helped train new agents. -Promoted from Licensed Insurance Agent to Career Agent after 9 months. "Sharon is wonderful! She is a delight to speak with and extremely educated in her industry. If you have questions she has answers! Health Care can be hard enough but Sharon will talk you through it." C. Shumaker "Our situation has changed in the past couple of days and we no longer need supplemental health insurance for my family. I found out that my current job covers healthcare until the end of September and I changed to a new job that will cover the entire family starting next month. The level of service you have provided has been amazing and it is good to know that if we do have a future need for supplemental insurance, we have a resource we can reach out to." M. Jeffrey Show less
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Girls for Greatness
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United States
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Civic and Social Organizations
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Founder/Teen Life Coach
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May 2012 - May 2017
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Xerox
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United States
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Business Consulting and Services
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700 & Above Employee
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Sr. Pricing Analyst
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Jan 2013 - Jul 2015
Compiled cost and price data into a timely, accurate and compliant cost proposal (T&M, FFP). Worked closely with internal (Capture Manager & Technical Team) and external (Subcontractors) associates to ensure accuracy and coordination of cost proposals and to collect data. Participated in pricing review with upper management. Prepared P&L (Profit & Loss) reports to be reviewed by Senior Management, which details the gross and operating margin for each proposal. Compiled cost and price data into a timely, accurate and compliant cost proposal (T&M, FFP). Worked closely with internal (Capture Manager & Technical Team) and external (Subcontractors) associates to ensure accuracy and coordination of cost proposals and to collect data. Participated in pricing review with upper management. Prepared P&L (Profit & Loss) reports to be reviewed by Senior Management, which details the gross and operating margin for each proposal.
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Camber Corporation
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United States
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Real Estate
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1 - 100 Employee
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Pricing Analyst
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Sep 2011 - Jul 2012
Compiled cost and price data into a timely, accurate and compliant cost and business proposal (T&M, CPFF, FFP). Worked closely with internal (Capture Manager & Technical Team) and external (Prime & Subcontractors) associates to ensure accuracy and coordination of cost proposals and to collect data. Participated in pricing review with upper management and coordinate with Senior Staff to determine pricing structure and strategy. Responsible for price estimating for new and existing contracts. Prepared documents and execute pricing kick-off presentations. Prepared additional pricing documents – basis of estimates (BOE’s), cost narratives, cover letters, etc. Show less
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Wackenhut
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Security and Investigations
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400 - 500 Employee
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Pricing Analyst
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Apr 2008 - Aug 2011
Successfully compiled cost and price data from Government Request for Proposals (RFP’s) into a compliant winning price proposal (T&M, CPFF, CPAF, FFP). Responsible for price estimating for new and existing contracts. Instrumental in revenue growth by successfully retaining existing contracts for the company valuing over $2M. Instrumental in revenue growth by successfully acquiring new contracts for the company valuing over $5M. Constantly worked with associates and subcontractors to build cost and pricing strategies. Developed specialized databases for pricing inputs, revisions and justifications. Prepared ad-hoc reports. Conveyed financial information to Senior Management (CFO, COO & CEO) via presentations. Performed quality assurance review to ensure all proposals are compliant in accordance with the Truth in Negotiations Act (TINA) and Federal Acquisition Regulation (FAR). Show less
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Education
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Long Island University
Master of Business Administration (M.B.A.), Finance, General -
Teen Wisdom Life Coach Certification
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Long Island University
Bachelor of Arts (B.A.), Political Science and Government