Carson Schram

Carson Schram is a Senior Investment Manager and Team Manager at Creative Planning, a role held since May 2017, where responsibilities include managing daily client reporting, conducting client interactions, and assisting in trade preparations. Concurrently, Carson serves as a Certified LASSO Tutor at Oklahoma State University, providing one-on-one tutoring in various subjects such as Financial Accounting and Corporate Finance. Additionally, Carson has held the position of Co-Head Homecoming Director for Sigma Nu Fraternity, Inc., leading a team to execute large-scale homecoming events while managing budgets and overseeing volunteers. Previous experience as a server at Jose Pepper's Restaurants involved delivering high-quality customer service in a fast-paced environment. Carson holds a Bachelor's Degree in Accounting and Finance from Oklahoma State University, completed in 2018.