Please complete the CAPTCHA to continue
@fidelitycharitable.org
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
James Carpenter, Cap, Chfc, Clu is listed as Vice President, Charitable Planning Consultant at Fidelity Charitable, a with 313 employees, based in Aptos, California, United States. AeroLeads shows a work email signal at fidelitycharitable.org and a matched LinkedIn profile for James Carpenter, Cap, Chfc, Clu.
James Carpenter, Cap, Chfc, Clu previously worked as Charitable Planning Consultant at Fidelity Charitable and Director at Piedmont Capital Distributors, Llc. James Carpenter, Cap, Chfc, Clu holds Ba, Social Science from Reed College.
This section adds company-level context without repeating James Carpenter, Cap, Chfc, Clu's masked contact details.
AeroLeads found 1 current-domain work email signal for James Carpenter, Cap, Chfc, Clu. Compare company email patterns before reaching out.
Since inception, Fidelity Charitable, anindependent public charity with the leadingdonor-advised fund program in the country,has granted over $73B to charities, thanksto the generosity of its donors.
Listed skills include Alternative Investments, Estate Planning, Series 63, Financial Planners, and 22 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Pacific Northwest
Since inception, Fidelity Charitable, anindependent public charity with the leadingdonor-advised fund program in the country,has granted over $61B to charities, thanksto the generosity of its donors.
Charlotte, North Carolina Area
Carolinas distribution for:Credit Suisse FundsWestwood Funds Forester Capital ManagementSecurities offered through Patrick Capital Markets, LLC. Member FINRA/SIPC.
South Atlantic
All Channels. Mutual Funds, Managed Accounts, Sub-Advisory in DC, VA, NC, SC, GA
Regional Director in Kansas and Missouri: Wirehouse, Regionals, Jones
Heartland
Regional Director for KS, MO, NE, MN, OK Wirehouse
Heartland
Regional Director for Plains States, Wirehouse
Heartland
Regional Director for KS, MO, NE, OK Independents
Client facing Financial Planning and implementation.
Other employees you can reach at fidelitycharitable.org. View company contacts for 313 employees →
Abhilash Bhakre
Colleague at Fidelity CharitablePhiladelphia, Pennsylvania, United States
View →
DS
Douglas Smith, Cfa
Colleague at Fidelity CharitableCharlotte Metro, United States
View →
CJ
Christopher J. Goodwin
Colleague at Fidelity CharitableDallas-Fort Worth Metroplex, United States
View →
JG
Jennifer Garner
Colleague at Fidelity CharitableDallas-Fort Worth Metroplex, United States
View →
SK
Sarah Knutson
Colleague at Fidelity CharitableAustin, Texas, United States
View →
DV
Diana Vela-Berlanga
Colleague at Fidelity CharitableDallas, Texas, United States
View →
PM
Paula Medrano
Colleague at Fidelity CharitableKeller, Texas, United States
View →
KL
Kayla Lukie
Colleague at Fidelity CharitableDallas-Fort Worth Metroplex, United States
View →
CQ
Chad Quinlan
Colleague at Fidelity CharitableApex, North Carolina, United States
View →
SB
Sairam Boddula
Colleague at Fidelity CharitableCincinnati, Ohio, United States
View →
Activities and Societies: Student Senate, Radio Station, Varsity Crew
Quick answers generated from the profile data available on this page.
James Carpenter, Cap, Chfc, Clu works for Fidelity Charitable.
James Carpenter, Cap, Chfc, Clu is listed as Vice President, Charitable Planning Consultant at Fidelity Charitable.
AeroLeads has found 1 work email signal at @fidelitycharitable.org for James Carpenter, Cap, Chfc, Clu at Fidelity Charitable.
James Carpenter, Cap, Chfc, Clu is based in Aptos, California, United States while working with Fidelity Charitable.
James Carpenter, Cap, Chfc, Clu has worked for Fidelity Charitable, Piedmont Capital Distributors, Llc, Schroders Investment Management, Goldman Sachs Asset Management, and Evergreen Investments/ Wells Fargo Funds.
James Carpenter, Cap, Chfc, Clu's colleagues at Fidelity Charitable include Abhilash Bhakre, Douglas Smith, Cfa, Christopher J. Goodwin, Jennifer Garner, and Sarah Knutson.
You can use AeroLeads to view verified contact signals for James Carpenter, Cap, Chfc, Clu at Fidelity Charitable, including work email, phone, and LinkedIn data when available.
James Carpenter, Cap, Chfc, Clu holds Ba, Social Science from Reed College.
James Carpenter, Cap, Chfc, Clu is listed with skills including Alternative Investments, Estate Planning, Series 63, Financial Planners, Portfolio Management, Iras, Investments, and Managing Accounts.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts