
Chris Carpenter
Veteran financial services operations executive. Building a better client, advisor and operational experience one person, one team,... | Milwaukee, Wisconsin, United States
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Chris Carpenter’s Emails cc****@jo****.com
Chris Carpenter’s Phone Numbers No phone number available.
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Chris Carpenter’s Location Milwaukee, Wisconsin, United States
Chris Carpenter’s Expertise Veteran financial services operations executive. Building a better client, advisor and operational experience one person, one team, one organization, one process, one system, one platform, one project at a time.
Chris Carpenter’s Current Industry The Bielan
Chris
Carpenter’s Prior Industry
M And I Trust And Investment Management
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Advisorport
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Lockwood Advisors
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Carpenter Operations
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Cleary Gull
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Associated Investment Services
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Advancing Ai Wisconsin
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Johnson Financial
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Music Capital Partners
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The Bielan
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Work Experience

The Bielan
Strategic Partner
Wed Mar 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Music Capital Partners
Managing Partner
Wed Feb 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Johnson Financial
SVP Managing Director - Wealth Operations
Fri Feb 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Advancing Ai Wisconsin
Member Board Of Directors; Secretary
Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Advancing Ai Wisconsin
Member
Thu Feb 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Associated Investment Services
Sr. Vice President
Thu May 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Cleary Gull
Chief Operating Officer
Wed Jul 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Carpenter Operations
President
Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Lockwood Advisors
Director of Operations
Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Advisorport
Sr. Vice President, COO & CFO
Mon Nov 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
M And I Trust And Investment Management
Vice President
Wed Jul 01 1981 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)