Managing Director
Current
Mar 2024 - Present
AeroLeads people directory · profile
Richard Carr Email & Phone Number
Managing Director |Ahead of the Kurv 🚀 | Fintech | ETF's
at
Kurv Investment Management
1 work email found
@proshares.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director |Ahead of the Kurv 🚀 | Fintech | ETF's
Location
Los Angeles, California, United States
Who is Richard Carr? Overview
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Quick answer
Richard Carr is listed as Managing Director |Ahead of the Kurv 🚀 | Fintech | ETF's at Kurv Investment Management, based in Los Angeles, California, United States. AeroLeads shows a work email signal at proshares.com and a matched LinkedIn profile for Richard Carr.
Richard Carr previously worked as Managing Director at Kurv Investment Management and VP, Regional Business Consultant Turn-Key Asset Management - West Coast at Flexible Plan Investments, Ltd.. Richard Carr holds Marketing/Finance from Joliet Junior College.
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Email format at Kurv Investment Management
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{first_initial}{last}@proshares.com
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Profile bio
About Richard Carr
As an accomplished wholesaler with extensive experience across multiple channels including wire house firms, independent broker-dealers, RIA and banks, I have a comprehensive understanding of the global economy and financial markets allowing me to drive business across a diverse territory. Currently I am studying for my Certified Investment Management Analyst (CIMA) designation with future aspirations of obtaining my Chartered Alternative Investment Analyst (CAIA). Core competencies include Quant Equity, Alts, Fixed Income, SMA, Mutual Funds, ETF’s Please contact me to find out more about my experience and the value I can bring to your clients.
Listed skills include Mutual Funds, Investments, Asset Allocation, Series 7, and 46 others.
Current workplace
Richard Carr's current company
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10 roles
Richard Carr work experience
A career timeline built from the work history available for this profile.
Vp, Regional Business Consultant Turn-Key Asset Management - West Coast
Flexible Plan Investments is a turnkey asset management program (TAMP) where advisers can access and combine multiple risk-managed strategies within a single account. These fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different.
Jul 2022 - Feb 2024
Senior Regional Director - Southern California - Nevada - Hawaii
AXS Investments is a leading asset management firm providing alternative investments for enhanced investor outcomes.We empower investors to diversify their portfolios with alternative investments that previously were available only to the largest institutional and high net worth investors. Our investor-friendly funds are time-tested, liquid and.
Jun 2021 - Jun 2022
Senior Manager, Regional Vice President
Regional Vice President - Senior ManagerSouthern California - ArizonaCross-Channel
Feb 2019 - May 2021
Regional Vice President (External Wholesaler)
- As an integral member of the external wholesale team, I coordinate sales operations spanning Southern California, Nevada, and Hawaii utilizing cross-channel distribution. In this role, I oversaw activities of 16 firms.
- Leverage expertise in liquidity and market dynamics to design systematic strategies, translating understanding into robust portfolios; manage over 400 client relationships and partnerships.
- Control a territory utilizing managed accounts and mutual funds; focus firms included Morgan Stanley, Wells Fargo, Merrill Lynch, UBS, LPL and Charles Schwab.
Aug 2013 - Dec 2018
Wholesaler (Internal)
- Combining financial theory and practical application, I delivered sustainable, long-term results managing alternatives, fixed income, floating rate, municipal bond strategies, currency hedged ETF’s and REITS. In this.
- Led this $200MM territory maintaining a primary focus on mutual funds and independent broker deals; consistently ranked in the top five territories in the nation.
- Served as sales representative covering wire house, independent, and bank channels across Southern California, Southern Illinois, Iowa, and Nebraska; specialized in mutual funds, structured products, alternatives, and.
Oct 2010 - Jun 2013
Regional Sales Rep.
My career in the investment industry started on the Financial Advisor side of the business at Merrill Lynch. After a successful 3 years I was recruited to join a large team in my home town working with Raymond James. After gaining extensive experience in the Wire House and Independent firms I moved to Deutsche Bank’s DWS Investments as an Internal.
Oct 2010 - Jun 2013
Financial Advisor
Senior Financial Advisor Asset Allocation401k Bundled / DCIOFee Based PlatformsBrokerage
Jun 2009 - Oct 2010
Financial Advisor
$20mm AUM, PIA Team Member, Focus on MLPA, MFA, 401k/DCIO, Mortgages.
Jun 2006 - Feb 2009
Internet Sales Manager
Internet transactions across the country. Worked the entire sales process from first conversation, to delivery.
Feb 2005 - Jun 2006
5 education records
Richard Carr education
Marketing/Finance
Joliet Junior College
External Wholesaler Training Program (Rvp Training), External Sales
Deutsche Bank
Etf - Construction - Sales
Etf Index Universe
General Education, Marketing
Minooka
A
Joliet Junior College
FAQ
Frequently asked questions about Richard Carr
Quick answers generated from the profile data available on this page.
What company does Richard Carr work for?
Richard Carr works for Kurv Investment Management.
What is Richard Carr's role at Kurv Investment Management?
Richard Carr is listed as Managing Director |Ahead of the Kurv 🚀 | Fintech | ETF's at Kurv Investment Management.
What is Richard Carr's email address?
AeroLeads has found 1 work email signal at @proshares.com for Richard Carr at Kurv Investment Management.
Where is Richard Carr based?
Richard Carr is based in Los Angeles, California, United States while working with Kurv Investment Management.
What companies has Richard Carr worked for?
Richard Carr has worked for Kurv Investment Management, Flexible Plan Investments, Ltd., Axs Investments, Proshares, and Zacks Investment Management.
How can I contact Richard Carr?
You can use AeroLeads to view verified contact signals for Richard Carr at Kurv Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Richard Carr attend?
Richard Carr holds Marketing/Finance from Joliet Junior College.
What skills is Richard Carr known for?
Richard Carr is listed with skills including Mutual Funds, Investments, Asset Allocation, Series 7, Wealth Management, Portfolio Management, Fixed Income, and Retirement Planning.
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