Summer Company Planning Day at Carter Financial

by | Jul 29, 2024

Our Carter Financial team had a productive Summer Company Planning Day!

This biannual event is all about setting company goals, elevating our standards of excellence, enhancing client service, and strengthening our teamwork. It was inspiring to see all employees come together to align our goals and objectives.

What a positive day of growth and collaboration!

Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.

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