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Carter Phillips is a Senior Analyst at Rios Partners since April 2023, bringing extensive experience from previous roles including Customer Success Manager at Tesorio, where management of relationships for 62 corporate customers resulted in impactful cash flow insights. At Clockwork, Carter served as Client Development Lead, successfully sourcing platform demos and generating substantial pipeline value. Prior experience as a Business Development Associate at Elder Research involved managing the full cycle of business development and contributing significantly to new sales, while a role at S&P Global Market Intelligence highlighted leadership in client support and product adoption. Carter holds a Bachelor of Science in Philosophy from James Madison University and a Business Fundamentals Certificate from the McIntire Business Institute at the University of Virginia.