Caroline Stuart

Caroline Stuart began their work experience in 2013 as an Executive Assistant at Legacy Planning Group, Inc. Caroline then worked as a Financial Advisor at AXA Advisors from 2014 to 2015. Following this, they worked as a Registered Client Associate at Wells Fargo Advisors from 2015 to 2017. Caroline then transitioned to the role of Senior CS Agent and Stylist at Stitch Fix from 2015 to 2020. In 2020, they became an Account Executive at Knot Standard, where they worked until 2021. Caroline also worked as Operations at Banner Day through Peachtree Versatile Assistants from 2021 to 2022. Caroline then served as a Business Development Representative at Klara from 2022 to 2023. Currently, they are working as a Sales Consultant at zLinq. Additionally, Caroline co-founded HWND in 2021, where they also served as the Director of Product.

Caroline Stuart attended Texas A&M University from 2009 to 2012, where they obtained a Bachelor of Business Administration (BBA) degree with a focus on Finance. Additionally, they have obtained several certifications, including "Customer Success Management Fundamentals," "Design Thinking: Customer Experience," and "Sales: Customer Success" from LinkedIn. Caroline has also pursued professional certifications such as Series 63 and Series 7 from the Financial Industry Regulatory Authority (FINRA) and the Texas General Lines: Agent Life, Accident, Health and HMO certification from the Texas Department of Insurance. The specific dates of obtaining the latter certifications are not mentioned.