Since 2019, Anthony Carlton has been working in Learnlux based 499, 499. This person is a well-qualified Financial Planner and Content Creator with over five years of work experience. According to Anthony's CV and work profile, this expert has worked at more than six companies with diverse backgrounds and got various skills. Anthony attended school at the University of St. Thomas from 2016 to 2017. This person has professional certification in Bloomberg Lp and Bloomberg Market Concepts. Anthony can be found in Chicago, Illinois – where this person currently lives. You can search for Anthony Carlton's email address and phone number. We can also provide you with exhaustive contact information upon request.
Name variants:
Antony Carlton,
Anton Carlton,
Tony Carlton,
Toni Carlton
Last updated Jul 02, 2024
Workplace
Colleagues
Work History
Financial Planner and Content Creator
2 Avenue De Lafayette, Boston, MA 02111
LearnLux combines tech + financial education to offer employees everything they need to feel good about their finances. Our tech includes lessons on money essentials, calculators & financial...
from Jun 2019
Financial Coach and Investment Advisor
335 Madison Ave, New York, NY 10017
I helped Cerity Partners design and launch a brand new service offering - Workplace Financial Wellness. Through coaching, content, and education, we helped thousands of employees at Fortune...
Oct 2017 — Apr 2019
Investment Risk Analyst
Minnesota
As an Investment Analyst in AgriBank's Treasury Group, my responsibilities included:
Managing risk for a $16 billion fixed-income portfolio
Building financial models that helped our team ...
Jul 2015 — Oct 2017
Portfolio Monitoring Analyst
800 Nicollet Mall, Minneapolis, MN 55402
I supported multiple business lines within Wholesale Lending Department. My duties include but are not limited to:
Performed financial statement and quarterly trend analysis on companies i...
Sep 2014 — Jul 2015
Client Coordinating Intern
2701 University Ave southeast, Minneapolis, MN 55414
During my summer internship with North Star Resource Group, I focused on assisting senior financial advisors with administrative responsibilities related to their specific practices. This i...
Jun 2014 — Aug 2014
Education
2016 — 2017
2010 — 2014
Occupations
Executive
Chief Executive Officer
Founder
Financial Broker
Financial Planner
Accountant
Finance and Accounting Specialist
Sport Trainer
Sports Trainer
Advisor
Corporate Executive
Chief Executive
Founding Member
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Sports Trainers
Skills
Customer Service
Finance
Time Management
Banking
Credit
Microsoft Office
Microsoft Excel
Risk Management
Investments
Leadership
Financial Services
Teamwork
Powerpoint
Portfolio Management
Relationship Management
Bloomberg Terminal
Fundamental Analysis
Salesforce
Investment Education
Financial Coaching
Behavioral Finance
401 Retirement Savings Plans
Compensation and Benefits
Budgeting
Negotiation
Online Content Creation
Student Loans
College Education Planning
Employee Stock Ownership Plan
Email Marketing
Digital Copywriting
FAQs about Anthony Carlton
What's the main profession of Anthony Carlton?
The expert is a Founder | Chief Executive Officer.
What jobs is Anthony Carlton proficient at at?
The expert is a professional such jobs as Executive and Chief Executive Officer.
Where does Anthony Carlton currently live?
Anthony currently lives in Chicago, Illinois.
Where did Anthony Carlton work?
This person worked at Learnlux, Cerity Partners.
What education does Anthony Carlton have?
Anthony studied at the University of St. Thomas from 2016 to 2017.
Are there any certifications Anthony Carlton has?
This professional received the following certifications: Bloomberg Lp, Bloomberg Market Concepts, and Series 65.
Are there any special industries Anthony Carlton works in?
Anthony Carlton works in Financial Services industry.
Are there any skills, that Anthony Carlton has?
This person has such skills as Customer Service, Finance, Time Management, Banking, Credit, Microsoft Office, Microsoft Excel, Risk Management, Investments, Leadership, and Financial Services.