Carter Cowan
Accredited Investment Fiduciary and Chartered Retirement Plans Specialist
Carter Cowan is a high-level expert, that works in Morgan Stanley main office of which is in 4. on the position of Chartered Retirement Plans Specialist from 2008. Carter Cowan gained professional experience in more than four positions at various companies. Carter Cowan went to the Oklahoma State University and received education there from 2001 to 2003. Tulsa, Oklahoma is the area, where this professional was lastly known to live. This person's email address and phone number are accessed through SoftwareOfficial by request.
Name variants:
Carter Cowan
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 13, 2022
Email
ca**@ms.com, cc**@northstarwm.com
Location
Tulsa, OK
Company
Morgan Stanley
Workplace
Chartered Retirement Plans Specialist
Work History
Chartered Retirement Plans Specialist
1585 Broadway, New York, NY 10003
Working with companies of all sizes, I take a consultative role to ensure that their retirement plan, investments and employee education measure up to industry standards. There is great valu...
May 2008 — Sep 2011
Accredited Investment Fiduciary and Chartered Retirement Plans Specialist
7525 southeast 24 Ave SUITE 670, Mercer Island, WA
As a Fee-Based Financial Advisor in Tulsa, I take a consultative role to assist personal clients and corporations with retirement plan needs analysis and implementation. My background in 401...
from Sep 2011
Financial Advisor
New York, NY
As a Financial Advisor in the Paths of Achievement Program, I built my business by working with business owners and individuals with a desire to plan, prepare for and design a retirement str...
Jan 2005 — May 2008
Vice President
101 east 2Nd St, Tulsa, OK 74103
As a Relationship Manager of Institutional Wealth Management, I was responsible for leading clients through conversion of their 401k plan, to maintaining a compliant and competitive retireme...
Jul 1998 — Jan 2005
Education
2001 — 2003
1987 — 1991
1987 — 1987
Occupations
Lawyer
Fiduciary
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Sales Specialist
Relationship Manager
Agent
Sales Agent
Advisor
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Account Service Manager
Customer Service
Sales Representative
Skills
Wealth Management
Alternative Investments
Retirement
Asset Allocation
Mutual Funds
Retirement Planning
Securities
Investments
401K
Financial Services
FAQs about Carter Cowan
What's the main profession of Carter Cowan?
Carter is a Accredited Investment Fiduciary and Chartered Retirement Plans Specialist.
What are the profession of This professional?
These person's professions are Lawyer and Fiduciary
Where does Carter Cowan currently live?
The professional currently lives in Tulsa, Oklahoma.
Does the professional have the email address?
ca**@ms.com and cc**@northstarwm.com is The professional's email address.
Where did Carter Cowan work?
Carter Cowan worked at Morgan Stanley, Northstar Wealth Management.
What education does Carter Cowan have?
Carter studied at the Oklahoma State University from 2001 to 2003.
Are there any professional industries Carter Cowan is connected to?
Carter Cowan works in Financial Services industry.
Are there any skills, that Carter Cowan has?
This professional has the following skills: Wealth Management, Alternative Investments, Retirement, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investments, 401K, and Financial Services.