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
- 2014 -now Branch Manager-Private Wealth Management @
- 2010 -2014 Branch Manager @
- 2000 -2010 Branch Manager and Investment Advisor @ Wells Fargo Investments
Rod Carter Education
- Western Washington University
Bachelor of Arts (College of Business and Economics)
Rod Carter Skills
- Portfolio Management
- Wealth Management
- Investments
- Equities
- Mutual Funds
- Asset Management
- Retirement Planning
- Investment Advisory
- Financial Services
- Series 7
- Finance
- Financial Planning
- Asset Allocation
- Securities
- Investment Strategies
- 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 Portfolio Management, Wealth Management, Investments, Equities, Mutual Funds and more. Rod Carter has 1 mobile phone numbers on RocketReach.
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