Ms. Rogers brings over 14 years of licensure in the financial services industry, specializing in capital raising within the independent broker-dealer network. Her sales expertise encompasses private placement offerings, real estate investment trusts, private debt, and private capital products. She began her career in 2007 at CNL Securities Corp., where she participated in wholesaling initiatives across the country. She then spent 6 years on the Key Accounts Team building the selling syndicate for CNL’s sponsored products, formulating strategic account plans to enhance territorial sales, and organizing due diligence meetings.

Prior to joining Carter Funds, Ms. Rogers served as a Proposal and Account Manager for a prominent global eDiscovery and compliance platform, where she helped manage relationships with major enterprise clients and facilitated new client capture efforts. She attended Florida Gulf Coast University where she received a Bachelor of Arts in communication and holds a FINRA Series 7 license.