Featured Member: Cheryl Carter on HBCU CONNECT!

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Q&A With Cheryl Carter

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Cheryl Carter
n/a, n/a
Location: North Bergen, NJ United States
Joined: Oct 31st, 2008

About (request update)

My Interview Question

What do you like to do to have a good time?

Experience

I currently work with n/a as n/a
I have 7 years of experience working in the Financial Services industry.

Financial Representative | Northwestern Mutual
From November 2025 to March 2026 • 1 year(s)
Developed relationships with prospective clients through consultative financial planning focused on insurance protection and long-term wealth strategies. Generated over $7,700 in new insurance premium and managed an active pipeline of prospective clients.

Project Coordinator, Enterprise Management Services | Agilant Solutions, Inc.
From February 2024 to May 2025 • 1 year(s)
Oversaw enterprise initiatives supporting large-scale business operations while serving as liaison between technical teams and business stakeholders. Reduced reporting turnaround times by 50% and delivered executive reporting supporting strategic decisions.

Technology Dispatcher | Agilant Solutions, Inc.
From May 2023 to February 2024 • 1 year(s)
Managed technology support operations serving more than 300 schools while improving service coordination and customer satisfaction.

Fixed Income Research Assistant | Capital Group Companies
From December 2006 to February 2021 • 15 year(s)
Served as trusted partner to senior portfolio managers and investment analysts, delivering institutional investment reporting, performance attribution analyses, and executive-level operational support for fixed-income portfolios representing approximately $26 billion in AUM. Implemented Bloomberg reporting enhancements producing approximately $150K in annual savings.

Senior Sales Trading Assistant | Morgan Stanley & Co.
From June 2001 to December 2006 • 5 year(s)
Supported more than 150 Equity Sales & Trading professionals in a fast-paced institutional brokerage environment while providing exceptional client service and operational support.

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