Regional Manager - Sr. Vice President @ (January 2007 - January 2011)
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, Stifel Financial Corp. and BNY Mellon. Rob Carpenter holds a 1998 - 2000 SIA Management Leadership Institute @ 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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