Kareem Green

Kareem Green has a diverse work experience, starting with their current role as an Associate Financial Planner at CAPTRUST since 2021. Prior to this, they worked as a Wealth Management Client Associate at CAPTRUST from 2021 to 2023.

Before joining CAPTRUST, Kareem worked at AIG as a Commercial Underwriting Analyst from 2018 to 2021. In this role, they assisted in renewing $60.9M worth of accounts and fostered strong relationships with top brokers and reinsured partners.

Kareem also gained experience as a Campus Representative for Czar Vodka from 2015 to 2019. Kareem worked on strategic consulting, including business plan and sales strategy development.

During their time at Pennsylvania State University, Kareem served as a Student from 2013 to 2018.

Additionally, they worked as a College Financial Representative at Northwestern Mutual in 2016, where they counseled clients and utilized MS Office tools for data recording and analysis.

Lastly, Kareem worked as a Managerial Assistant at Charisma Barbers from 2013 to 2016.

Kareem Green attended Penn State University from 2013 to 2018, where they pursued a Bachelor of Arts in Business/Managerial Economics and also studied Political Science and Government. Kareem obtained a Smeal Business Certificate from Penn State University, although the specific dates of completion are not provided. Additionally, in March 2023, Kareem obtained a certification in Federal Income Tax from the National Tax Training School.