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Case Carpenter Location
Dallas, TX, US
Case Carpenter Work
Senior Financial Advisor @ (March 2023 - Present)
Financial Advisor @ (May 2020 - March 2023)
Wealth Strategy Associate @ (June 2019 - May 2020)
Wealth Management Intern @ (June 2018 - August 2018)
Equity Analyst @ (December 2015 - July 2017)
Case Carpenter Education
The University of North Carolina at Chapel Hill
Bachelor's degree (Economics)
2015-2019
Case Carpenter Skills
Research
LaTeX
Python
Policy Analysis
Public Speaking
Case Carpenter Summary
Case Carpenter, based in Dallas, TX, US, is currently a Senior Financial Advisor at Wells Fargo Advisors. Case Carpenter brings experience from previous roles at UBS and Hodges Capital Management. Case Carpenter holds a 2015 - 2019 Bachelor's degree in Economics @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Research, LaTeX, Python, Policy Analysis, Public Speaking and more. Case Carpenter has 1 emails and 1 mobile phone numbers on RocketReach.
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