Shelly Carter
Client Service Administrator
Joined Curi RMB Capital
April 2023
Education
Associate of Applied Sciences, Brown Mackie College
Associate of Applied Sciences, Southwestern Michigan College
Accreditations
Previous Experience
- Select Rehabilitation, Therapy Program Manager
- Therapy Insights, Content Development Writer
Bio
Shelly is a Client Service Administrator at Curi RMB Capital. She supports the wealth management team by completing administrative and organizational duties, such as creating and maintaining client records, accounts, and databases, as well as arranging for paperwork delivery and resolving custodial and third-party issues.
She comes to Curi RMB Capital from the healthcare field, and holds a license as an occupational therapy assistant. Her most recent experience was 8 years spent as a Program Manager over a rehabilitation department in a skilled nursing facility. In this position she completed complex administrative duties and collaborated with clients, families, and an interdisciplinary team.
In her free time, Shelly created a local board game group, and she hosts collaborative community building events in southwest Michigan.