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Candice D. Carlton's work experience includes roles at multiple companies in the financial industry. Candice D. started their career at Mercer Advisors in 2006, where they worked as an Investment Operations Manager and later as a Senior Business Project Manager. In 2013, they joined United Capital Financial Advisers, LLC, where they held various roles, including Director of Field Management and Global Director of Field Management and Communications. In 2018, they became a Marketing Consultant at AdvisorJam before moving on to FiComm Partners in 2020. At FiComm Partners, they initially worked as the SVP Advisor Growth Marketing and later as the Executive Vice President of FiComm Studios + Advisor Growth Marketing.

Candice D. Carlton's education history includes a Master of Business Administration (MBA) degree from altMBA, specializing in Change Making, Marketing, and Strategy, which they obtained from 2017 to 2018. Prior to this, they completed a Bachelor of Commerce degree in Finance and Economics at the University of Cape Town from 2000 to 2004. In 2018, Candice also participated in The Marketing Seminar, focusing on Digital Marketing and Storytelling. Additionally, they have obtained several certifications, including B-School and Copywriting Cure from Marie Forleo International, Communicate to Influence and Creating a Communications Experience from Decker Communications, and The Podcast Fellowship from Seth Godin's Akimbo Workshops. The specific months and years of obtaining these certifications are not provided.