Drew Carpenter Email & Phone Number
Wealth Management Advisor @ Sequent Planning
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Drew Carpenter Location
- Omaha, NE, US
Drew Carpenter Work
- 2025 - now Wealth Management Advisor @
- 2024 - 2025 Marketing Consultant - Financial Solutions @
- 2022 - 2023 Director - Capital Advisory @
- 2019 - 2022 Regional Director (External Wholesaler) @
- 2016 - 2019 Internal Wholesaler @
- 2014 - 2016 Account Executive @
Drew Carpenter Education
- University of Nebraska at Omaha 2009 - 2014
Drew Carpenter Skills
- Series 63
- Series 6
- Sales Processes
- Lead Qualification
- Business Planning
- Relationship Building
- Strategy
- Wealth Management Services
- Financial Services
- Consulting
- Strategic Planning
- Building Business Partnerships
- Negotiation
- Retirement Planning
- Customer Retention
- Microsoft Office
- Team Leadership
- Client Relations
- Financial Analysis
- Real Estate
- Account Management
- Commercial Real Estate
- Consultative Selling
- Business-to-Business (B2B)
- Customer Relationship Management (CRM)
- Sales & Marketing
- Sales Management
- Management
- Customer Service
- Sales
- Team Building
- Training
- Marketing
- Long-term Care
- Life Insurance
- Product Training
- Finance
- Leadership
- Insurance
- Business Development
- Project Management
- Deal Sourcing
- Business Relationship Management
- Lead Generation
- Small Business
- Long Term Care
- Contract Negotiation
- Employee Benefits
Drew Carpenter Summary
- Drew Carpenter, based in Omaha, NE, US, is currently a Wealth Management Advisor at Sequent Planning. Drew Carpenter brings experience from previous roles at Senior Market Sales, Guardian Capital Group and Pacific Life. Drew Carpenter holds a 2009 - 2014 University of Nebraska at Omaha. With a robust skill set that includes Series 63, Series 6, Sales Processes, Lead Qualification, Business Planning and more. Drew Carpenter has 5 emails and 3 mobile phone numbers on RocketReach.
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Top Sequent Planning Employees
Josh Benedict
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Denver, CO, US
Drew Carpenter
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Omaha, NE, US
Logan Morrow
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Jay Quinn
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Emily Langdon
Senior Operations and Planning Associate
Omaha, NE, US
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