Tate Small

Director Of Client Service And Analytics at Sterling Capital Management LLC

Tate Small is an experienced professional in client service and financial analysis, currently serving as Director and previously as Associate Director at Sterling Capital Management LLC since October 2018. Tate's career began with an internship in credit analysis at Business Expansion Funding Corporation, where valuable skills were developed in underwriting SBA loans. A former men's basketball player at Queens University of Charlotte, Tate contributed to the team's success while honing a strong work ethic and time management skills. Educational achievements include a Master of Business Administration and a Bachelor of Business Administration from the same institution. Additional experience includes a sales and account management internship at BrandRPM.

Location

Charlotte, United States

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Sterling Capital Management LLC

Sterling Capital Management LLC, founded in 1970, is the institutional investment management arm of Truist Financial Corporation. Headquartered in Charlotte, NC, Sterling provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms. Sterling’s six distinct investment teams provide a full complement of fixed income, concentrated active equity, and multi-asset solutions.


Employees

51-200

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