Carter Belew

Carter Belew is a data analyst at Stratasan. Carter previously worked as an intern in the company's Strategic Advisory Services department from July 2020 to November 2020. Prior to that, they were a seasonal fulfillment expert at Target from November 2019 to January 2020, where they coordinated ~15K+ items of merchandise monthly and fulfilled ~3K+ online orders monthly. From February 2019 to October 2019, they worked as a financial advisor at Merrill Lynch, where they developed investment portfolios for clients based on their individual needs. Carter began their career at Merrill Lynch as a client associate from October 2018 to February 2019.

Carter Belew has a Bachelor of Science in Finance from The University of Alabama. Carter is certified by FINRA in Securities Industry Essentials (SIE) Exam and General Securities Representative Exam (Series 7).

Carter Belew reports to Stephanie Johnson, EVP, Customer Experience. Carter Belew works with Susan McVittie - Data Quality & Governance Manager, Jason Haley - VP, Onboarding, Training, & Support, and Jackie Degroat - Customer Success Manager.