Rob Carpenter Email & Phone Number
CEO and President @ Baltimore-Washington Financial Advisors
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Rob Carpenter Location
- Columbia, MD, US
Rob Carpenter Work
- 2012 -now CEO and President @
- 2011 -2012 Regional Director-Mid Atlantic @
- 2007 -2011 Regional Manager - Sr. Vice President @
- 1999 -2007 First Vice President and Complex Manager, Maryland @
- 1998 -1999 Vice President and Regional Manager @
- 1995 -1997 Vice President and Assistant Regional Director @
- 1994 -1995 Assistant Vice President and Citigold Manager @
- 1989 -1993 Financial Consultant @
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 CEO and President at Baltimore Washington Financial Advisors. Rob Carpenter brings experience from previous roles at Ameriprise Financial Services, LLC., Wells Fargo, Stifel Financial Corp. and BNY Mellon. 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 on RocketReach.
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