- Over 31 years of experience as a Financial Services Professional. Became a CERTIFIED FINANCIAL PLANNER™ professional in 2006. As a Vice President of OneCambridge LLC, Carlton’s responsibilities entail recruitment, development, and coaching for both inexperienced and seasoned financial professionals.
- FINRA Series 6, 7, and 24, Life and Health Insurance, including Annuities, Long Term Care, and Disability.
OneCambridge, LLC | Miami, FL
Vice President, 2009 – Present
AXA Advisors, LLC | Miami, FL
Financial Advisor, 1996 – 2009
Mount Sinai Medical Center Foundation | Miami, FL
Director of Finance & Administration, 1989 – 1996
Ernst & Young Public Accountants | Miami, FL
Staff Auditor, 1986 – 1989
- Bachelor of Science, Accounting, 1986
- Florida State University | Tallahassee, FL
Carlton, his wife Suzanne, and their son Joshua make their home in Miami, Florida. In their free time, they enjoy traveling and experiencing new cultures. Carlton’s personal interests include cooking, football, and new technology.