Carter Kelly

Carter Kelly

Golf Professional Intern

Followers of Carter Kelly329 followers
location of Carter KellyOld Forge, New York, United States

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  • Timeline

  • About me

    Vice President - Financial Consultant for Charles Schwab in Flatiron District, Manhattan

  • Education

    • Florida Gulf Coast University

      2017 - 2021
      Bachelor's degree PGA Golf Management Senior
    • Town of Webb School

      2013 - 2017
      High School Diploma
    • Florida Gulf Coast University

      2017 - 2021
      Bachelor's degree Finance, General Senior
  • Experience

    • Naples National Golf Club

      Feb 2018 - Jun 2021
      Golf Professional Intern

      I have worked part time at NNGC since 2018 as well as completing my second of four internships. My responsibilities consisted of assisting members, organizing daily play, preparing golf bags and golf cars for daily use.

    • Vesper Country Club

      May 2018 - Aug 2018
      Golf Professional Intern

      I completed my first of four internships at Vesper. My daily responsibilities consisted of managing outside staff, merchandising, golf instruction and organizing daily play.

    • Yahnundasis Golf Club

      May 2020 - Aug 2020
      Golf Professional Intern

      I completed my third of four internships for the PGA. During my time at the Yahnundasis I had responsibilities with merchandising, tournament operations, as well as helping managing the outside staff.

    • Charles Schwab

      Jun 2021 - now
      • Vice President - Financial Consultant

        Sept 2023 - now
      • Investment Consultant

        Jan 2023 - Sept 2023
      • Financial Consultant Academy

        Jun 2021 - Jan 2023
  • Licenses & Certifications

    • Life and Health Insurance License

      FINRA
      Nov 2021
    • Bloomberg Market Concepts (BMC)

      Bloomberg LP
      Apr 2021
    • Securities Industry Essentials® (SIE®) Exam

      FINRA
      Dec 2021
    • Series 66

      NASAA
      Mar 2022
    • Series 7

      FINRA
      Feb 2022