Carter Carlson
Seymour,WI
Summary
Dedicated finance student at the University of Wisconsin Oshkosh, maintaining a solid 3.5 GPA while acquiring valuable experience in small business operations and team leadership. Equipped with a strong work ethic and analytical mindset, eager to leverage academic knowledge and practical skills in a professional role within the finance or insurance industry. Committed to driving results and contributing to team success through effective problem-solving and strategic thinking. Passionate about applying financial principles to real-world challenges and making a meaningful impact in the workplace.
Overview
7
7
years of professional experience
Work History
Painter and Customer Service
Carlson's Decorating LLC
Freedom, WI, USA
09.2019 - Current
- Create exceptional customer service by promptly responding to inquiries, scheduling appointments, and ensuring customer satisfaction throughout painting process
- Manage customer accounts, including invoicing, payments, and resolving any issues or complaints in a professional and timely manner
- Collaborate with painting team to coordinate schedules and communicate project details to customers, ensuring smooth and efficient service delivery
Wall Crew
Vosters-Beyer Concrete LLC
Kaukauna, WI, USA
06.2019 - 08.2020
- Led a team in accurately setting up forms for basement structures, ensuring precise measurements and alignment to establish a solid foundation
- Supervised filling of concrete into forms, ensuring proper settling and leveling to maintain structural integrity of basement, demonstrating leadership and attention to detail
- Managed closely with team members to remove forms from concrete after setting, preparing area for next construction phase, showcasing effective teamwork and coordination
- Took initiative to mentor team members in accurately utilizing a tape measure for measuring walls, ensuring precise alignment and length, and thereby improving the overall quality and precision of the construction project
- Collaborated closely with team members to remove forms from the concrete after setting, preparing the area for the next construction phase, showcasing effective teamwork and coordination
Education
Bachelor of Business Administration - Finance
University of Wisconsin Oshkosh
Oshkosh, WI, USA12-2026
Skills
- Strong work ethic
- Problem-solving
- Team collaboration
- Microsoft Excel and PowerPoint
- Business Finance Understanding
Timeline
Painter and Customer Service
Carlson's Decorating LLC
09.2019 - Current
Wall Crew
Vosters-Beyer Concrete LLC
06.2019 - 08.2020
Bachelor of Business Administration - Finance
University of Wisconsin Oshkosh
COURSEWORK EDUCATION
Certificate: Pursuing in Insurance and Risk Management
Relevant Coursework: Business and Ethics, Economic Business Statistics, Quantitative Business Analysis, Calculus for Business, Essentials of Financial Accounting, Professional Skills in Business
Edward Jones – Financial Advisor Job Shadow
- Greenville, WI — November 2025
- Observed client appointment procedures and financial planning discussions
- Learned how advisors use tools and software to review portfolios
- Gained insight into investment strategies and client communication
AWARDS & VOLUNTEERING (COLLEGE)
- Deans list for academic excellence
- Nominated for Society for Collegiate Leadership and Achievement (SCLA) for outstanding leadership potential and academic commitment
- Supported Finance Club initiatives, contributing to projects recognized for outstanding performance