Steven Carter
About Steven Carter
Steven Carter is a Private Client Banker at Chase in Sugar Land, Texas, with over a decade of experience in financial institutions. He has held various roles in finance, including Trust Administrator at BNY Mellon and Financial Coach at Project Row Houses, and holds a Master's degree from Webster University.
Work at Chase
Steven Carter has been employed at Chase as a Private Client Banker since 2021. In this role, he focuses on providing personalized banking services to high-net-worth clients in Sugar Land, Texas. His responsibilities include managing client relationships, offering tailored financial solutions, and ensuring client satisfaction. With a strong emphasis on client service, he leverages his extensive experience in the financial sector to meet the diverse needs of his clients.
Previous Experience in Financial Services
Before joining Chase, Steven Carter accumulated significant experience in various financial roles. He worked at BNY Mellon as a Trust Administrator from 2013 to 2016 in Houston, Texas, where he managed trust accounts and provided client support. He also served as an Associate at Ameriprise Financial Services, Inc. for eight months in 2018-2019 and as an Analyst at Revere Resources for 11 months in 2019. Additionally, he was a Personal Banker at Citibank from 2007 to 2013 in the Washington D.C. Metro Area.
Education and Expertise
Steven Carter holds a Master's degree from Webster University, which he completed from 2020 to 2022. He also earned a Bachelor of Science degree from Henderson State University, studying from 1999 to 2005. His educational background supports his decade of experience in financial institutions, where he has developed expertise in financial analysis, business development, financial forecasting, and budgetary analyses.
Community Involvement as Financial Coach
In addition to his banking career, Steven Carter has contributed to community development as a Financial Coach at Project Row Houses since 2020. In this role, he focuses on providing financial education and coaching to individuals and families, helping them improve their financial literacy and make informed financial decisions. His work in this capacity emphasizes his commitment to enhancing the financial well-being of the community.
Skills and Competencies
Steven Carter is known for his exceptional communication and interpersonal skills, which facilitate effective client relationships. His ability to implement innovative financial solutions in competitive market environments has been a key aspect of his career. He possesses a strong background in strategic decision-making processes, enhancing his effectiveness in financial forecasting and budgetary analyses.