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Isaac Carpenter is listed as Aspiring Equity Research Analyst | CFA Candidate | Portfolio Administrator, Union Investment Management Group at Union Bank & Trust, a with 802 employees, based in Lincoln, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for Isaac Carpenter.
Isaac Carpenter previously worked as Portfolio Administrator at Union Bank & Trust and Retirement Plan Consultant at Union Bank & Trust. Isaac Carpenter holds Bachelor Of Science In Business Administration (Bsba), Investment Science And Portfolio Management, 3.67 Gpa from University Of Nebraska At Omaha.
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I am a self-driven and motivated professional with a passion for investment research and analysis. With over 2 years of industry experience, I am committed to continued growth and learning.I am dedicated to delivering results and finding creative solutions to challenges. My ability to work well in team environments, as well as my strong communication and interpersonal skills, has allowed me to build strong relationships with my clients and colleagues.In my current role as Portfolio Administrator, I am responsible for assisting the financial advisors and portfolio managers in managing client accounts.Outside of work, I enjoy cooking, reading, and being outside. I am also committed to giving back to my community and am actively involved in helping the homeless outside my place of business.
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A career timeline built from the work history available for this profile.
Lincoln, Nebraska Metropolitan Area
-Assist financial advisors and portfolio managers in managing client accounts.-Create financial reports to showcase client account performance.-Serve as backup equity trader for the department.
Lincoln, Nebraska Metropolitan Area
-Assisted hundreds of clients with 401k distributions weekly.-Analyzed spreadsheets to better organize the department.-Provided a satisfying and personalized experience that helps clients achieve financial success.
Lincoln, Nebraska Metropolitan Area
-Opened and managed over 20 accounts per week through assessing clients' personal situations and determining the best product to meet their needs.-Served as a leader behind the teller line and assisted in training new employees to expand in their roles while maintaining my vault teller responsibilities.
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Valerie Hardin
Colleague at Union Bank & TrustRichmond, Virginia, United States
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Sam Dolezal
Colleague at Union Bank & TrustLincoln, Nebraska Metropolitan Area, United States
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Ghulam Usman Saber
Colleague at Union Bank & TrustSterling, Virginia, United States
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Whitney Heidbrink
Colleague at Union Bank & TrustMilford, Nebraska, United States
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Zachary Miller, Mba
Colleague at Union Bank & TrustLincoln, Nebraska Metropolitan Area, United States
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Charles Amstutz
Colleague at Union Bank & TrustLincoln, Nebraska, United States
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Nkechi Silverleen
Colleague at Union Bank & TrustNigeria
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Amanda Pittman
Colleague at Union Bank & TrustLincoln, Nebraska Metropolitan Area, United States
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Nate Gleaves
Colleague at Union Bank & TrustLincoln, Nebraska, United States
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Eric Argo
Colleague at Union Bank & TrustOmaha, Nebraska, United States
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Quick answers generated from the profile data available on this page.
Isaac Carpenter works for Union Bank & Trust.
Isaac Carpenter is listed as Aspiring Equity Research Analyst | CFA Candidate | Portfolio Administrator, Union Investment Management Group at Union Bank & Trust.
Isaac Carpenter is based in Lincoln, Nebraska, United States while working with Union Bank & Trust.
Isaac Carpenter has worked for Union Bank & Trust.
Isaac Carpenter's colleagues at Union Bank & Trust include Valerie Hardin, Sam Dolezal, Ghulam Usman Saber, Whitney Heidbrink, and Zachary Miller, Mba.
You can use AeroLeads to view verified contact signals for Isaac Carpenter at Union Bank & Trust, including work email, phone, and LinkedIn data when available.
Isaac Carpenter holds Bachelor Of Science In Business Administration (Bsba), Investment Science And Portfolio Management, 3.67 Gpa from University Of Nebraska At Omaha.
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