Chris Carpenter Email & Phone Number

Member of the Board of Advisors @ Sharely

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Chris Carpenter Location

Milwaukee, WI, US

Chris Carpenter Work

2026 -now Member of the Board of Advisors @
2026 -now Board Member @
2023 -2025 Managing Partner @
2023 -2024 Strategic Partner @
2008 -2024 President @ Carpenter Operations Group, LLC
2019 -2023 SVP Managing Director - Wealth Operations @
2018 -2023 Member Board Of Directors; Secretary @
2018 -2023 Member @
2014 -2015 Sr. Vice President @ Associated Investment Services, Inc.
2009 -2014 Chief Operating Officer @ Cleary Gull
2006 -2008 Director of Operations @ Lockwood Advisors, Inc.

Chris Carpenter Education

Lubar College of Business
MBA (Executive Curriculum)
1986-1988
Marquette University
BS (Accounting, Finance)
1977-1981

Chris Carpenter Skills

Securities
Investment Advisory
Series 24
Back Office
Vendor Management
Series 7
Equities
Series 63
Mutual Funds
Alternative Investments
Product Management
Portfolio Management
Asset Managment
Outsourcing
Investments
Financial Services
Wealth Management
Asset Management
Mergers & Acquisitions
Strategy
Hedge Funds
Management
Finance
Risk Management

Chris Carpenter Summary

Chris Carpenter, based in Milwaukee, WI, US, is currently a Member of the Board of Advisors at Sharely. Chris Carpenter brings experience from previous roles at Sincerely in Song, Music Capital Partners, The Bielan Group and Carpenter Operations Group, LLC. Chris Carpenter holds a 1986 - 1988 MBA in Executive Curriculum @ Lubar College of Business. With a robust skill set that includes Securities, Investment Advisory, Series 24, Back Office, Vendor Management and more. Chris Carpenter has 1 emails and 3 mobile phone numbers on RocketReach.

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