Brian Carpenter Email & Phone Number
VP, Financial Consultant @ Fidelity Investments
5 free lookup(s).
Brian Carpenter Location
- Kirkland, WA, US
Brian Carpenter Work
- 2025 - now VP, Financial Consultant @
- 2022 - 2025 VP Branch Leader @
- 2021 - 2022 VP Regional Planning Consultant @
- 2018 - 2021 VP Executive Planning Consultant @
- 2016 - 2018 Vice President Financial Consultant @
- 2012 - 2016 Vice President, Financial Consultant @
- 2011 - 2012 Account Executive @
- 2010 - 2011 Investment Representative @
- 2006 - 2010 Investment Counselor @
- 2005 - 2006 Senior Investment Specialist @
- 2003 - 2005 Retirement Specialist @
- 2000 - 2001 Platinum Representative @
- 1999 - 2000 Registered Representative @
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 1 mobile phone numbers on RocketReach.
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Top Fidelity Investments Employees
Robert Mascialino
President, Fidelity Wealth
Monroe Township, NJ, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
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