Rob Carpenter's Location
Columbia, MD, US
Rob Carpenter's Work
- CEO and President @ Baltimore-Washington Financial Advisors
- Regional Director-Mid Atlantic @ Financial Services Company
- Regional Manager - Sr. Vice President @ Wells Fargo
- First Vice President and Complex Manager, Maryland @ Stifel Financial Corp.
- Vice President and Regional Manager @ BNY Mellon
- Vice President and Assistant Regional Director @ Wells Fargo
- Assistant Vice President and Citigold Manager @ Citi
- Financial Consultant @ Merrill Lynch
Rob Carpenter's Education
- The Wharton School
(SIA Management Leadership Institute)
1998 - 2000 - Hartwick College
B.A. (Political Science)
Rob Carpenter's Skills
- Investments
- Financial Services
- Portfolio Management
- Finance
- Retirement Planning
- Asset Management
- Series 7
- Alternative Investments
- Investment Advisory
- ETFs
Rob Carpenter's Summary
Rob Carpenter, based in Columbia, MD, US, is currently a CEO and President at Baltimore Washington Financial Advisors, bringing 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 contributes valuable insights to the industry. Rob Carpenter has 2 emails on RocketReach.
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