Carson Krichman

⭐️⭐️⭐ Wealth Management Prospect

Temple University · Rowing · Class of 2028

MAP Prospect Grade

Round 3-4

Watchlist Recommendation

Prospect Info

SchoolTemple University
MajorFinance
MinorInformation Systems
Year2028
GPA3.83
SportRowing
HometownWynnewood, PA

MAP Profile

Fellowship Rank16 / 65
Interview #192.40%
Interview #288.90%
Interview #381.90%
PersonalityPoint Guard (Steady, Big-Picture Thinker)
LeadershipDemocratic Leader (Collaborative, Shared Decision-Making)
TeamworkSupportive (Steady, Reliable)

Overview

Carson brings commercial instincts and real revenue traction — recognized as top sales rep at Dobson Fiber and contributing $300K+ in pipeline through Freedom Solar. Confident in client-facing environments, he pairs strong communication skills with a 3.83 GPA in Finance and MIS. He performs well when engaged; tightening consistency in instruction-following and deliverable polish will elevate his readiness for PWM and make his output more reliably client-ready.

Strengths

Proven sales performer with revenue-driving track record
Strong communicator in customer-facing settings
Coxswain leadership experience under pressure
3.83 GPA in Finance + MIS minor — solid academic base
Event and partnership coordination experience
Meaningful upside with improved execution consistency

Areas for Development

Increase consistency in deliverable polish & adherence
Sharpen structured writing and formatting
Expand finance product fluency

Projection

Round 3–4 Watchlist profile with upward potential — communication skills and sales foundation translate naturally to PWM. As consistency improves, he projects as a viable future client-facing candidate.