Brian Carpenter Email & Phone Number
VP, Financial Consultant @ Fidelity Investments
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Brian Carpenter Location
- Kirkland, WA, US
Brian Carpenter Work
- VP, Financial Consultant @ (October 2025 - Present)
- VP Branch Leader @ (April 2022 - December 2025)
- VP Regional Planning Consultant @ (April 2021 - April 2022)
- VP Executive Planning Consultant @ (March 2018 - April 2021)
- Vice President Financial Consultant @ (September 2016 - March 2018)
- Vice President, Financial Consultant @ (September 2012 - September 2016)
- Account Executive @ (June 2011 - September 2012)
- Investment Representative @ (June 2010 - June 2011)
- Investment Counselor @ (August 2006 - May 2010)
- Senior Investment Specialist @ (April 2005 - August 2006)
- Retirement Specialist @ (August 2003 - April 2005)
- Platinum Representative @ (January 2000 - January 2001)
- Registered Representative @ (January 1999 - January 2000)
Brian Carpenter Education
- University of Colorado Colorado Springs
Bachelor of Science (Finance)
2001-2005
Brian Carpenter Skills
- Nursing
- Financial Analysis
- PowerPoint
- Alternative Investments
- Series 63
- Financial Advisory
- Fixed Annuities
- Retirement Savings
- Fixed Income
- Retirement Planning
- Sales
- Wealth Management Services
- Portfolio Management
- Investments
- Relationship Management
- Series 6
- 401k
- Series 66
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- High Net Worth Individuals
- Personal Financial Planning
- ETFs
- Term Life Insurance
- Retirement
- Options
- CRM
- Series 7
- Securities
- Vendor Management
- Program Management
- Process Improvement
- Business Analysis
- Risk Management
- Management
- Cross Functional Team Leadership
- Business Process Improvement
- Leadership
- Project Management
- Business Development
- IT Strategy
- Strategic Planning
- SDLC
- Strategy
- Enterprise Software
- Project Portfolio Management
- Software as a Service
- Cloud Computing
- Six Sigma
- PMO
- Software Development Life Cycle
- Product Management
Brian Carpenter Summary
- Brian Carpenter, based in Kirkland, WA, US, is currently a VP, Financial Consultant at Fidelity Investments. Brian Carpenter brings experience from previous roles at Fidelity Investments. Brian Carpenter holds a 2001 - 2005 Bachelor of Science in Finance @ University of Colorado Colorado Springs. With a robust skill set that includes Nursing, Financial Analysis, PowerPoint, Alternative Investments, Series 63 and more. Brian Carpenter has 1 emails and 3 mobile phone numbers on RocketReach.
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