Rob Carpenter Email & Phone Number
President and CEO @ Baltimore-Washington Financial Advisors
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Rob Carpenter Location
- Columbia, MD, US
Rob Carpenter Work
- President and CEO @ (July 2012 - Present)
- Regional Director-Mid Atlantic @ (January 2011 - June 2012)
- Regional Manager - Sr. Vice President @ (January 2007 - January 2011)
- CEO and President @ (June 2012 - Present)
- First Vice President and Complex Manager, Maryland @ (January 1999 - January 2007)
- Vice President and Regional Manager @ (January 1998 - January 1999)
- Vice President and Assistant Regional Director @ (December 1995 - December 1997)
- Assistant Vice President and Citigold Manager @ (January 1994 - January 1995)
- Financial Consultant @ (January 1989 - January 1993)
Rob Carpenter Education
- The Wharton School
(SIA Management Leadership Institute)
1998-2000 - Hartwick College
B.A. (Political Science)
Rob Carpenter Skills
- Investments
- Financial Services
- Portfolio Management
- Finance
- Retirement Planning
- Asset Management
- Series 7
- Alternative Investments
- Investment Advisory
- ETFs
- Investment Management
- Securities
- 401k
- Series 63
- Equities
- Investment Strategies
- Retirement
- Asset Allocation
- Financial Advisory
- Mutual Funds
- FINRA
- Wealth Management
- Bonds
- High Net Worth Individuals
- Estate Planning
- Wealth Management Services
- Hedge Funds
- Private Banking
- Fixed Income
- Financial Planners
- Wealth
- Options
- Uniform Combined State Law
- Sales
- Strategy
- Microsoft Office
Rob Carpenter Summary
- Rob Carpenter, based in Columbia, MD, US, is currently a President and CEO at Baltimore-Washington Financial Advisors. Rob Carpenter brings experience from previous roles at Ameriprise Financial Services, LLC., Wells Fargo, Baltimore Washington Financial Advisors and Stifel Financial Corp.. Rob Carpenter holds a 1998 - 2000 The Wharton School. With a robust skill set that includes Investments, Financial Services, Portfolio Management, Finance, Retirement Planning and more. Rob Carpenter has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Baltimore-Washington Financial Advisors Employees
Rob Carpenter
President and CEO
Columbia, MD, US
Sandy Hornor
Managing Director, Executive Committee
Washington, DC, US
Brian MacMillan
Managing Director M and A
Columbia, MD, US
Joseph Manfredi
Chief Operating Officer
Columbia, MD, US
Larry Post
Senior Tax and Planning Advisor
Arlington, TX, US
Tessa Hall
Podcast Host
Washington, DC, US
Meghan Manas
Director, Client Services
Columbia, MD, US
Tyler Cunningham
Financial Planner
Baltimore, MD, US
Rob Williams
Financial Advisor and Portfolio Manager
Ellicott City, MD, US
Joseph Caputo
Chief Information Officer and Associate Portfolio Manager
Baltimore, MD, US
Terrence Jones
Wealth Management Associate
Washington, DC, US
Cortney Caronna
Senior Marketing Associate
Sparrows Point, MD, US
James Evans
Tax Associate
Annapolis, MD, US
Rob Carpenter
Chief Executive Officer
Baltimore, MD, US
Anna Wilson
Senior Operations Specialist
Halethorpe, MD, US
Tyler Kluge
Senior Financial Planner
Baltimore, MD, US
Robert Hoffmann
Senior Tax Advisor
Baltimore, MD, US
Faith C.
Business Analyst
Washington, DC, US
Saman Alfatemi
Associate Financial Analyst
Columbia, MD, US
Haider Dar
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Washington, DC, US
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