Profil
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.
Anciens postes connus de Rod Carter
| Sociétés | Poste | Fin |
|---|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Gestionnaire de Portefeuille-Actions | 01/11/2014 |
Formation de Rod Carter
| Western Washington University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Finance |
