Rod Carter

Rod Carter

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Finance
Consumer Services

Profilo

Mr. Rodney W.
Carter is a Branch Manager & Senior Vice President at Robert W.
Baird & Co., Inc. He also has extensive experience acting as an advisor to retirement plan sponsors for 401(k) and profit sharing plans.
Mr. Carter began his training and career as a Financial Consultant with Shearson in 1984.
Four years later he and several partners established their own investment firm, which they sold 12 years later to Ragen MacKenzie/Wells Fargo Investments.
Since 2000 he has provided leadership as branch manager.
His professional successes have been born from a client centric approach that has led to long lasting, trusted investment relationships.
Mr. Carter graduated cum laude from Western Washington University in 1984 with a Bachelor of Arts Degree in Business Administration and a minor in Economics.

Precedenti posizioni note di Rod Carter

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 01/11/2014
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Formazione di Rod Carter

Western Washington University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

20

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

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Società collegate

Aziende private1

Finance

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