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
- Member of the Board of Advisors @ (June 2026 - Present)
- Board Member @ (May 2026 - Present)
- Managing Partner @ (February 2023 - December 2025)
- Strategic Partner @ (March 2023 - December 2024)
- President @ Carpenter Operations Group, LLC (July 2008 - December 2024)
- SVP Managing Director - Wealth Operations @ (February 2019 - January 2023)
- Member Board Of Directors; Secretary @ (September 2018 - January 2023)
- Member @ (February 2018 - January 2023)
- Sr. Vice President @ Associated Investment Services, Inc. (May 2014 - July 2015)
- Chief Operating Officer @ Cleary Gull (July 2009 - January 2014)
- Director of Operations @ Lockwood Advisors, Inc. (June 2006 - July 2008)
- Sr. Vice President, COO and CFO @ (November 1999 - January 2006)
- Vice President @ M&I Trust & Investment Management (July 1981 - October 1999)
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
- Operations 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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