Bryan Carpenter

Bryan Carpenter Email and Phone Number

Associate Regional Director @ Allspring Global Investments
Boston, MA, US
Bryan Carpenter's Location
Boston, Massachusetts, United States, United States
Bryan Carpenter's Contact Details
About Bryan Carpenter

Allspring Global Investments is a leading independent asset management firm, committed to thoughtful investing, purposeful planning and inspiring a new era of investing defined by both financial returns and positive outcomes.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use by residents of all 50 United States, Puerto Rico, the U.S. Virgin Islands and the District of Columbia.Allspring Global Investments™ is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain private funds of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan.

Bryan Carpenter's Current Company Details
Allspring Global Investments

Allspring Global Investments

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Associate Regional Director
Boston, MA, US
Bryan Carpenter Work Experience Details
  • Allspring Global Investments
    Associate Regional Director
    Allspring Global Investments
    Boston, Ma, Us
  • Allspring Global Investments
    Associate Regional Director
    Allspring Global Investments Jun 2022 - Present
    Charlotte, Nc, Us
  • Natixis Investment Managers
    Director, Research And Consulting Development Unit
    Natixis Investment Managers Jan 2022 - Jun 2022
    Boston, Ma, Us
  • Natixis Investment Managers
    Regional Director
    Natixis Investment Managers Nov 2018 - Jan 2022
    Boston, Ma, Us
  • Natixis Investment Managers
    Investment Consultant
    Natixis Investment Managers Sep 2014 - Nov 2018
    Boston, Ma, Us
  • U.S. Trust, Bank Of America
    Assistant Vice President; Private Banking Relationship Manager Ii
    U.S. Trust, Bank Of America Dec 2012 - Aug 2014
    • Develop and manage a book of high net worth client relationships• Primary point of contact responsible for overseeing the relationship and providing assistance with banking, credit, wealth structuring, and investment services. •Engage the appropriate internal business partners to execute and implement highly customized solutions to meet the client’s needs and goals. •Responsible for tracking and reporting the team data which includes comprehensive client contact information, referral pipeline details, and overall forecasting.•Partner with the Private Banking Manager to coach, develop, and lead a team of Private Banking Relationship Manager’s.
  • U.S. Trust
    Assistant Vice President, Team Leader
    U.S. Trust Sep 2009 - Aug 2014
    Us
    • Manage and lead a team comprised of ten Client Sales and Service Officer’s in conjunction with the Business Support Manager.• Ability to support Designated Private Client Advisors on the brokerage platform and supervise licensed Client Sales and Service Officer’s.• Provide coaching and leadership to direct reports.• Conduct pay for performance quarterly and annual reviews.
  • U.S. Trust
    Assistant Vice President, Client Sales And Service Officer Ii
    U.S. Trust Feb 2008 - Sep 2009
    Us
    • Perform client service activities such as initiating and monitoring account opening and asset transfers. • Coordinate with specialists and service centers to deliver integrated service to the client.• Handle client requests regarding banking, lending and investment services. • Monitor and execute all tasks required to fulfill the client service plan.
  • Bank Of America
    Senior Customer Service Specialist - Ebs
    Bank Of America Sep 2006 - Feb 2008
    Charlotte, Nc, Us
    • Offer technical support for online banking customers.• Assist with account enrollment and online access.• Provide online account maintenance and site navigation.• Present Bank of America Credit Card offers for approved customers.• Accountable for the successful resolution of all customer requests.

Bryan Carpenter Skills

Series 7 Uniform Combined State Law Wealth Management Services Private Banking Investment Management Csso Development Program Wealth Management Banking Relationship Management Bloomberg High Net Worth Individuals Credit Finra Mutual Funds Loans

Bryan Carpenter Education Details

  • University Of Rhode Island
    University Of Rhode Island
    Bachelor Of Arts (B.A.)

Frequently Asked Questions about Bryan Carpenter

What company does Bryan Carpenter work for?

Bryan Carpenter works for Allspring Global Investments

What is Bryan Carpenter's role at the current company?

Bryan Carpenter's current role is Associate Regional Director.

What is Bryan Carpenter's email address?

Bryan Carpenter's email address is br****@****xis.com

What schools did Bryan Carpenter attend?

Bryan Carpenter attended University Of Rhode Island.

What are some of Bryan Carpenter's interests?

Bryan Carpenter has interest in Social Services, Children.

What skills is Bryan Carpenter known for?

Bryan Carpenter has skills like Series 7, Uniform Combined State Law, Wealth Management Services, Private Banking, Investment Management, Csso Development Program, Wealth Management, Banking, Relationship Management, Bloomberg, High Net Worth Individuals, Credit.

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