Carson Wilhelm is a Bachelor of Science graduate in Finance from the University of Missouri-Columbia, with a strong background in investment analysis and client services. As an intern at Telesis7 Consulting, Carson Wilhelm developed an assessment tool for property investments that saved approximately $50,000 annually. Experience as a Client Services Manager at Moneta, combined with an internship at ASSET CONSULTING GROUP, has equipped Carson Wilhelm with valuable skills in client presentation and project management. Additionally, Carson Wilhelm served as a tour guide at Anheuser-Busch, enhancing communication and public speaking abilities.
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