Catherine Carpenter

Plus aucun poste en cours

Profil

Ms. Catherine Carpenter is Client Account Specialist at Palisade Capital Management LLC.
She joined Palisade Capital in May 2012 as a Client Account Specialist, reporting to Mahendra Misir, Managing Director of Operations.
Her responsibilities include opening new private wealth management accounts, handling client requests, and working with the Private Wealth Portfolio Managers to ensure that they have the reports and presentations needed for their clients.
Prior to joining the firm, Ms. Carpenter worked at Wealth Preservation Solutions (WPS) where she was the Supervisor of Investment Operations.
In this role, she was responsible for overseeing the Investment Operations Department, which included all aspects of client service.
Prior to WPS, Catherine worked at Bank of America Merrill Lynch’s Broadcort division, where her duties included Trader Support and Client Services.
Ms. Carpenter attended Rutgers University, and is now attending the University of Phoenix, where she is scheduled to complete her degree in Business Administration this December.

Anciens postes connus de Catherine Carpenter

Sociétés	Poste	Fin
Wealth Preservation LLC	Corporate Officer/Principal	30/04/2012
Merrill Lynch, Pierce, Fenner & Smith, Inc.	Corporate Officer/Principal	-
Palisade Capital Management LP	Corporate Officer/Principal	-