Cody Carpenter Email & Phone Number
Wealth Advisor II @ UMB Bank
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Cody Carpenter Location
- United States
Cody Carpenter Work
- 2022 -now Wealth Advisor II @
- 2018 -2022 Private Wealth Manager @
- 2009 -2018 Financial Advisor @
Cody Carpenter Education
- Missouri State University
MBA (Business)
2008-2010 - Missouri State University
Bachelors of Science (Finance)
2003-2008
Cody Carpenter Skills
- Disability Insurance
- Life Insurance
- Retirement Savings
- College Funds
- Long-term Care
- Retirement
- Retirement Planning
- Sales
- Strategic Financial Planning
- Estate Planning
- Term Life Insurance
- Insurance
- Investments
- Mutual Funds
- Asset Allocation
- Wealth Accumulation
- Employee Benefits
- Finance
- Whole Life
- IRAs
- Asset Management
- Financial Planners
- Long Term Care Insurance
- Investment Advisory
- Wealth Management
- Roth IRA
- 401k Rollovers
- College Savings Plans
- Financial Services
- Financial Planning
- Public Speaking
- Budgets
- Long Term Care
- Curriculum Development
- Microsoft Office
- Training
- Project Management
- Microsoft Excel
- Customer Service
- Financial Analysis
- Management
- Teaching
- Portfolio Management
- Accounting
Cody Carpenter Summary
- Cody Carpenter, based in United States, is currently a Wealth Advisor II at UMB Bank. Cody Carpenter brings experience from previous roles at Creative Planning Inc. and Northwestern Mutual. Cody Carpenter holds a 2008 - 2010 MBA in Business @ Missouri State University. With a robust skill set that includes Disability Insurance, Life Insurance, Retirement Savings, College Funds, Long-term Care and more. Cody Carpenter has 2 emails and 1 mobile phone numbers on RocketReach.
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