Joe Carpenter

Joe Carpenter started their work experience in the United States Army Reserve in 2006 as a Petroleum Supply Specialist. Joe then joined the US Army as a Recruiter in 2009. In 2013, Joe became an Account Manager at Aureus Medical Group, where they marketed staffing solutions to clients and managed employees. Joe also worked at TD Ameritrade as a New Client Development Specialist, assessing and advising clients on account types and products. In 2017, Joe transitioned to Fidelity Investments as an Investment Consultant, providing financial planning and tax analysis to clients. Joe then returned to TD Ameritrade in 2021 as a Resource Desk Specialist, handling complex client research and resolution. Currently, Joe works at USI Consulting Group as an Associate Account Manager, focusing on client retention and providing support for 401(k) plans. Throughout their experience, Joe has demonstrated strong client service skills and a deep understanding of financial markets.

Joe Carpenter's education history includes a Bachelor of Science degree in Business, which they obtained from Bellevue University from 2014 to 2017. Joe is currently pursuing a Master of Science degree in Cybersecurity at the same university, with an expected completion date of 2024.

In addition to their degrees, Joe holds several certifications. In December 2017, they obtained the Series 7 - General Securities Representative Examination certification from FINRA. In January 2018, they obtained the Series 66 - Uniform Combined State Law Examination certification, also from FINRA. In April 2023, Joe achieved the CompTIA Security+ certification from CompTIA. Lastly, in January 2020, they obtained the Insurance Broker certification (covering Accident, Health, Life, Variable Life & Variable Annuity) from the Nebraska Department of Insurance.