Isaac Carpenter

Isaac Carpenter Email and Phone Number

Aspiring Equity Research Analyst | CFA Candidate | Portfolio Administrator, Union Investment Management Group @ Union Bank & Trust
lincoln, nebraska, united states
Isaac Carpenter's Location
Lincoln, Nebraska, United States, United States
About Isaac Carpenter

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.

Isaac Carpenter's Current Company Details
Union Bank & Trust

Union Bank & Trust

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Aspiring Equity Research Analyst | CFA Candidate | Portfolio Administrator, Union Investment Management Group
lincoln, nebraska, united states
Website:
ubt.com
Employees:
802
Isaac Carpenter Work Experience Details
  • Union Bank & Trust
    Portfolio Administrator
    Union Bank & Trust Apr 2024 - Present
    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.
  • Union Bank & Trust
    Retirement Plan Consultant
    Union Bank & Trust Apr 2023 - Apr 2024
    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.
  • Union Bank & Trust
    Personal Banker
    Union Bank & Trust Dec 2022 - Apr 2023
    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.
  • Union Bank & Trust
    Vault Teller
    Union Bank & Trust Jun 2022 - Apr 2023
    Lincoln, Nebraska Metropolitan Area
  • Union Bank & Trust
    Teller
    Union Bank & Trust May 2022 - Jun 2022
    Lincoln, Nebraska Metropolitan Area

Isaac Carpenter Education Details

Frequently Asked Questions about Isaac Carpenter

What company does Isaac Carpenter work for?

Isaac Carpenter works for Union Bank & Trust

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

Isaac Carpenter's current role is Aspiring Equity Research Analyst | CFA Candidate | Portfolio Administrator, Union Investment Management Group.

What schools did Isaac Carpenter attend?

Isaac Carpenter attended University Of Nebraska At Omaha.

Who are Isaac Carpenter's colleagues?

Isaac Carpenter's colleagues are Amy Schutte, Graydon Kruse, Cheryl Goforth, Coby Makela, Joel Hernandez, Cathy Kalama, Max Walters.

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