Catherine Carpenter
Profile
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.
Former positions of Catherine Carpenter
Companies | Position | End |
---|---|---|
Wealth Preservation LLC
Wealth Preservation LLC Investment ManagersFinance Wealth Preservation LLC engages in the provision of financial products and services. It offers investment advisory services, retirement income planning, life insurance and life insurance funding solutions. wealth transfer tools, and social security maximization. The company was founded by Stewart J. Weissman in 1975 and is headquartered in San Diego, CA. | Corporate Officer/Principal | 29/04/2012 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | - |
Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals. | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
Private companies | 3 |
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Palisade Capital Management LP
Palisade Capital Management LP Investment ManagersFinance Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals. | Finance |
Wealth Preservation LLC
Wealth Preservation LLC Investment ManagersFinance Wealth Preservation LLC engages in the provision of financial products and services. It offers investment advisory services, retirement income planning, life insurance and life insurance funding solutions. wealth transfer tools, and social security maximization. The company was founded by Stewart J. Weissman in 1975 and is headquartered in San Diego, CA. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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