Cliff Carter

I am excited to announce the addition of Mr. Cliff Carter to our team at Overland Investment Management as our Client Relationship Manager. Cliff brings over two decades of experience to our team and provides significant strengths in the areas of financial services, insurance, administration, management and client service. Cliff holds a bachelor’s degree in communications and began his financial services career with American Express Financial Advisors and later transitioned to Charles Schwab Corporation as a registered representative and became the mutual funds training coordinator for his branch office. Seeking to gain broader business experience he accepted a position as a business development representative as well as a corporate trainer with several large companies. Cliff later earned a master’s degree to facilitate his career goals.  We welcome Cliff to Overland Investment Management where he will apply his client centered approach to building relationships and assisting advisors and their clients toward their financial goals and objectives.