Rob Carpenter Location

Columbia, MD, US

Rob Carpenter Work

  • 1999 - 2007 First Vice President and Complex Manager, Maryland @ Stifel Financial Corp.
  • 1998 - 1999 Vice President and Regional Manager @ BNY
  • 1995 - 1997 Vice President and Assistant Regional Director @ Wells Fargo
  • 1994 - 1995 Assistant Vice President and Citigold Manager @ Citi
  • 1989 - 1993 Financial Consultant @ Merrill Lynch

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

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 and 1 mobile phone numbers on RocketReach.

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