Rod Carter Email & Phone Number
Branch Manager-Private Wealth Management @ Baird
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Rod Carter Location
- Mount Vernon, WA, US
Rod Carter Work
- Branch Manager-Private Wealth Management @ (June 2014 - Present)
- Branch Manager @ (October 2010 - June 2014)
- Branch Manager and Investment Advisor @ Wells Fargo Investments (March 2000 - October 2010)
Rod Carter Education
- Western Washington University
Bachelor of Arts (College of Business and Economics)
Rod Carter Skills
- Asset Allocation
- Asset Management
- Equities
- Finance
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Securities
- Series 7
- Wealth Management
- Management
- Sales Management
- Customer Service
- Financial Analysis
Rod Carter Summary
- Rod Carter, based in Mount Vernon, WA, US, is currently a Branch Manager-Private Wealth Management at Robert W. Baird & Co.. Rod Carter brings experience from previous roles at McAdams Wright Ragen and Wells Fargo Investments. Rod Carter holds a Bachelor of Arts in College of Business and Economics @ Western Washington University. With a robust skill set that includes Asset Allocation, Asset Management, Equities, Finance, Financial Planning and more. Rod Carter has 1 mobile phone numbers on RocketReach.
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