William Carlton
Chelan,WA
Summary
Results oriented aspiring analyst seeking opportunity to oversee Strategic Planning, Business Development, and Forecasting tools. Eager about budget management, market trends, and supply chain management. Excited to make a difference and add value to a historically proven company in an evolving, unpredictable, and irregular industry.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Principal
Carlton Wealth Management, LLC
Kirkland, WA
01.2013 - Current
Financial Advisor
First Allied Securities, Inc
San Diego, CA
01.2009 - 12.2023
- Thorough knowledge of Capital Markets. Developed investment strategies, tailored portfolios, and goal planning.
- Conducted risk assessments by identifying potential hazards and mitigation strategies.
- Maintained and developed relationships by establishing open communication to improve outcomes and advance progress.
Education
Bachelor of Science - Industrial Engineering
Stanford University
Stanford, CA01-1983
University of Washington
Seattle, WAUniversity of Pittsburgh
Pittsburgh, PASkills
- Data-Driven Instruction
- Mathematical Acumen
- Small Business Ownership
- Leadership
- Interpersonal Influence
- Adaptability
- Persuasion and Teamwork
- Effective Writer
Affiliations
- Basketball play by play announcer at Stanford University
- Co Chaired University of Washington Campaign for the Student Athlete
- Co Chaired Eastside Catholic HS Parent Building Campaign
- Board Trustee Eastside Catholic HS
- Football voiceover for 11 years at Eastside Catholic HS in Sammamish, WA
Certification
- Series 7, 24, 63, 65 Licensed
Timeline
Principal
Carlton Wealth Management, LLC
01.2013 - Current
Financial Advisor
First Allied Securities, Inc
01.2009 - 12.2023
Bachelor of Science - Industrial Engineering
Stanford University
University of Washington
University of Pittsburgh
- Series 7, 24, 63, 65 Licensed
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