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Heath M Carpenter, 43Portland, OR

Heath Carpenter Phones & Addresses

Portland, OR   

Dallas, TX   

Arvada, CO   

San Diego, CA   

Denver, CO   

Granger, IN   

Glen Ellyn, IL   

Naperville, IL   

Mentions for Heath M Carpenter

Heath Carpenter resumes & CV records

Resumes

Heath Carpenter Photo 37

Regional Vice President

Location:
5525 north Union Blvd, Colorado Springs, CO 80918
Industry:
Financial Services
Work:
Sammons Retirement Solutions Jun 2017 - Jun 2019
Regional Vice President
Transamerica Jan 2015 - Mar 2016
Regional Vice President
Charles Schwab Oct 2011 - Feb 2012
Licensed Broker
City Securities Corporation Jul 2010 - Jun 2011
Financial Advisor
Sydney Olympic Park Sports Centre May 2009 - Jul 2009
Customer Relationship Manager Intern
Refco May 2000 - Jul 2000
Trade Checker and Runner
Sammons Corporation May 2000 - Jul 2000
Regional Vice President
Education:
Purdue University 2007 - 2010
Bachelors, Bachelor of Science, Management
Glenbard West High School 1996 - 2000
Skills:
Recruiting, Microsoft Office, Team Building, Process Improvement, Business Development, Marketing Strategy, Public Speaking, Team Leadership, Training, Management, Microsoft Excel, Selling, Direct Sales, Social Media Marketing, Project Management, Series 7, Forecasting, Competitive Analysis, Social Media, Crm, Finance, Financial Planners, Marketing, New Business Development, Portfolio Management, Retirement Planning, Social Networking, Trading, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance, Sales, Customer Service, Leadership, Financial Services, Retirement, Fixed Annuities, Strategic Planning
Interests:
Social Events
Children
Team Building
Politics
Environment
Public Speaking
Poverty Alleviation
Hiking
Running
Disaster and Humanitarian Relief
Human Rights
Golf
Certifications:
Finra Certified
License Series 7 and Series 66
Financial Industry Regulatory Authority, License Series 7 and Series 66
Heath Carpenter Photo 38

Heath Carpenter

Heath Carpenter Photo 39

Heath Carpenter

Heath Carpenter Photo 40

Heath Carpenter

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