1997 -2007 President @ Technical Answer Group, Inc
1992 -1995 Principal @
1988 -1992 Sr Manager @
Richard Carpenter Education
University of South Florida
MBA (Finance)
1982-1984
University of South Florida
BA (Finance)
1975-1977
Richard Carpenter Skills
Retirement
ERISA
Retirement Planning
401k
Pensions
Mutual Funds
Employee Benefits
Business Planning
Retirement Plan Consulting
Mergers & Acquisitions
ETFs
Strategy
Investments
Management
High Net Worth Individuals
Asset Allocation
Financial Planners
Public Speaking
Defined Benefit
Investment Advisory
Financial Services
Wealth Management
Asset Management
Entrepreneurship
Financial Advisory
Strategic Financial Planning
Due Diligence
Finance
Series 7
Series 63
Wealth Management Services
Operational Streamlining
Alternative Investments
Investment Management
Series 6
IRAs
Analysis
Securities
Investment Strategies
Portfolio Management
FINRA
Fixed Annuities
Plan Design
Consulting
Strategic Planning
Marketing
Leadership
Customer Service
High Net Worth
Islands
Software Development
Account Management
Retirement Plan
401k Retirement Savings Plans
Financial Planning
Mergers and Acquisitions
Golf
Fishing
Microsoft Office
Strategic Financial
401 Retirement Savings Plans
Richard Carpenter Summary
Richard Carpenter, based in St. Croix, U.S. Virgin Islands, is currently a President at USVI Pensions. Richard Carpenter brings experience from previous roles at USVI Pensions, Acadia Asset Management, LLC, Technical Answer Group, Inc and Aon. Richard Carpenter holds a 1982 - 1984 MBA in Finance @ University of South Florida. With a robust skill set that includes Retirement, ERISA, Retirement Planning, 401k, Pensions and more. Richard Carpenter has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Richard Carpenter?
Find contact details for 700 million professionals.