Charlotte Halmo

Charlotte Halmo is an experienced professional currently serving as a Senior Client Success Manager at M1 since March 2023, after holding the position of Client Success Associate. Prior to that, Charlotte worked at Carson Advisory Group from January 2021 to March 2023 as a Client Services Advisor, where responsibilities included supporting financial advisors and executing orders within the Raymond James system. Charlotte is a registered representative holding SIE, Series 7, and Series 66 licenses. Previous roles include various positions in the art industry, such as Art Docent at The Vendue and Gallery Assistant at Hagan Fine Art Gallery & Studio, as well as experience in client services at World of Beer Franchising, Inc. and acac Fitness & Wellness Center. Charlotte holds a Master of Science in Commerce with a focus on Marketing and Management from the University of Virginia and a Bachelor of Arts in Art History and Studio Art from the College of Charleston.