Heath Carpenter Email & Phone Number
Regional Director @ Wells Fargo Asset Management
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Heath Carpenter Location
- Portland, OR, US
Heath Carpenter Work
- Regional Director @ (January 2026 - Present)
- Managing Director @ (February 2022 - January 2026)
- Retirement Services District Manager @ (September 2021 - February 2022)
- Regional Director @ (December 2020 - September 2021)
- Regional Vice President @ (June 2019 - November 2020)
- Regional Vice President @ Sammons Retirement Solutions (June 2017 - June 2019)
- Regional Vice President @ (March 2016 - June 2017)
- Regional Vice President @ (January 2015 - March 2016)
- Senior Internal Wholesaler @ (February 2012 - December 2014)
- Licensed Broker @ (October 2011 - February 2012)
- Financial Advisor @ City Securities Corporation (July 2010 - June 2011)
- Customer Relationship Manager Intern @ Sydney Olympic Park Sports Centre (May 2009 - July 2009)
- Trade Checker and Runner @ (May 2000 - July 2000)
Heath Carpenter Education
- Purdue University
Bachelor of Science (Selling and Sales Management)
2007-2010 - Glenbard West High School
High School Diploma (Sales, Distribution, and Marketing Operations, General)
1996-2000
Heath Carpenter Skills
- Recruiting
- Microsoft Office
- Team Building
- Process Improvement
- Business Development
- Marketing Strategy
- Public Speaking
- Team Leadership
- Training
- Management
- Microsoft Excel
- Selling
- Direct Sales
- Social Media Marketing
- Project Management
- Series 7
- Forecasting
- Competitive Analysis
- Social Media
- CRM
- Finance
- Financial Planners
- Marketing
- New Business Development
- Portfolio Management
- Retirement Planning
- Social Networking
- Trading
- Wealth Management
- Mutual Funds
- Investments
- Financial Planning
- Insurance
- Sales
- Customer Service
- Leadership
- Financial Services
- Retirement
- Fixed Annuities
- Strategic Planning
Heath Carpenter Summary
- Heath Carpenter, based in Portland, OR, US, is currently a Regional Director at Allspring Global Investments. Heath Carpenter brings experience from previous roles at Pacer ETFs, ADP, Protective Life and Transamerica. Heath Carpenter holds a 2007 - 2010 Bachelor of Science in Selling and Sales Management @ Purdue University. With a robust skill set that includes Recruiting, Microsoft Office, Team Building, Process Improvement, Business Development and more. Heath Carpenter has 1 mobile phone numbers on RocketReach.
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