Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Richard Carman

Memphis,TN

Summary

Dynamic financial services professional with a proven track record at Carman Financial Services, excelling in client relationship management and financial planning. Expert in developing customized solutions and operational efficiencies, while fostering trust and communication. Adept at budgeting and regulatory compliance, driving business success through strategic insights and employee development.

Overview

1
1
Certification
11
11
years of professional experience

Work History

Owner

Carman Financial Services
Memphis, TN
01.2011 - 04.2022
  • Directed client financial planning services and supported customized solutions for diverse household needs.
  • Built operational procedures to streamline service delivery and improve workflow consistency.
  • Supported client relationships through trust, confidentiality, and responsive communication.
  • Reviewed financial strategies to align recommendations with client goals and risk tolerance.
  • Monitored compliance practices to support accurate documentation and regulatory adherence.
  • Oversaw daily business operations.
  • Managed financial functions including budgeting, financial reporting, and tax preparation.

Education

Bachelor of Science - BBA Marketing And Logistics

University of Memphis
Memphis, TN
12.1982

Skills

Customer relations

Verbal and written communication

Financial management

Staff hiring

Employee development

Relationship building

Business launch

Consulting

Financial planning

Small business operations

Certification

Certified Financial Planner

Registered Securities Principal

  • Area of certification, Company Name - Timeframe

Timeline

Owner

Carman Financial Services
01.2011 - 04.2022

Bachelor of Science - BBA Marketing And Logistics

University of Memphis