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Case Carpenter Location
Dallas, TX, US
Case Carpenter Work
2023 -now Senior Financial Advisor @
2020 -2023 Financial Advisor @
2019 -2020 Wealth Strategy Associate @
2018 -2018 Wealth Management Intern @
2015 -2017 Equity Analyst @
Case Carpenter Education
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 @ 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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