Rob Carpenter

Rob Carpenter Email and Phone Number

President & CEO of Baltimore Washington Financial Advisors, Inc. @ Baltimore Washington Financial Advisors
Rob Carpenter's Location
Columbia, Maryland, United States, United States
Rob Carpenter's Contact Details

Rob Carpenter personal email

n/a

Rob Carpenter phone numbers

About Rob Carpenter

Robert Carpenter leads the team at BWFA that is dedicated to improving the financial lives of its clients. As President and CEO, he is responsible for overseeing all divisions in the firm, Investment Management, Financial Planning, Tax Advisory Services and Mergers and Acquisition, as well as ensuring clients receive the best possible service. Read Rob's full bio at bwfa.com/staff.

Rob Carpenter's Current Company Details
Baltimore Washington Financial Advisors

Baltimore Washington Financial Advisors

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President & CEO of Baltimore Washington Financial Advisors, Inc.
Rob Carpenter Work Experience Details
  • Baltimore Washington Financial Advisors
    Ceo & President
    Baltimore Washington Financial Advisors Jun 2012 - Present
    Columbia, Md, Us
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  • Ameriprise Financial Services, Llc.
    Regional Director-Mid Atlantic
    Ameriprise Financial Services, Llc. Jan 2011 - Jun 2012
    Minneapolis, Mn, Us
    Regional Director-Executive Vice President
    View
  • Wells Fargo
    Regional Manager - Sr. Vice President
    Wells Fargo Jan 2007 - Jan 2011
    San Francisco, California, Us
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  • Stifel Financial Corp.
    First Vice President & Complex Manager, Maryland
    Stifel Financial Corp. 1999 - 2007
    St. Louis, Mo, Us
    Awarded Manager of the Year, 2004Awarded firm's National Award, 2005
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  • Bny Mellon
    Vice President & Regional Manager
    Bny Mellon 1998 - 1999
    New York, Ny, Us
    Managed a Wealth Management Region in Connecticut, New York & New Jersey
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  • Wells Fargo
    Vice President & Assistant Regional Director
    Wells Fargo Dec 1995 - Dec 1997
    San Francisco, California, Us
    Vice President ; Assistant Regional Director (1997)Vice President ; Director of Regional Training (1996-1997) Assistant Vice President, Management Training Assoc. (1995-1996) - successfully trained over 1500 new financial advisors.
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  • Citi
    Assistant Vice President & Citigold Manager
    Citi 1994 - 1995
    New York, New York, Us
    Implemented a new Private Banking services program ("Citigold Program") for the Fairfield County, CT region.
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  • Merrill Lynch
    Financial Consultant
    Merrill Lynch 1989 - 1993
    New York, Ny, Us
    View

Rob Carpenter Skills

Investments Financial Services Portfolio Management Finance Retirement Planning Asset Management Series 7 Alternative Investments Investment Advisory Etfs Investment Management Securities 401k Series 63 Equities Investment Strategies Retirement Asset Allocation Financial Advisory Mutual Funds Finra Wealth Management Bonds High Net Worth Individuals Estate Planning Wealth Management Services Hedge Funds Private Banking Fixed Income Financial Planners Wealth Options Uniform Combined State Law

Rob Carpenter Education Details

  • The Wharton School
    The Wharton School
    Sia Management Leadership Institute
  • Hartwick College
    Hartwick College
    Political Science

Frequently Asked Questions about Rob Carpenter

What company does Rob Carpenter work for?

Rob Carpenter works for Baltimore Washington Financial Advisors

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

Rob Carpenter's current role is President & CEO of Baltimore Washington Financial Advisors, Inc..

What is Rob Carpenter's email address?

Rob Carpenter's email address is rc****@****ast.net

What is Rob Carpenter's direct phone number?

Rob Carpenter's direct phone number is +141046*****

What schools did Rob Carpenter attend?

Rob Carpenter attended The Wharton School, Hartwick College.

What are some of Rob Carpenter's interests?

Rob Carpenter has interest in Golf, Soccer, Squash, Tennis.

What skills is Rob Carpenter known for?

Rob Carpenter has skills like Investments, Financial Services, Portfolio Management, Finance, Retirement Planning, Asset Management, Series 7, Alternative Investments, Investment Advisory, Etfs, Investment Management, Securities.

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