Connie Carpenter

Connie Carpenter has a diverse and extensive work experience spanning multiple industries. Connie currently works at CAPTRUST as a Wealth Client Service Manager, leading teams in Ohio and Pennsylvania to provide exceptional service to clients and ensure efficient processing. Prior to that, they worked at Equity Trust Company as a Senior Manager, overseeing Precious Metals, Digital Currency, Public Investments, and Training. Connie also worked at CBIZ as a Manager, where they managed the Participant Services Department and the Conversion Team. At Tegrit Group, they held the position of Participant Services Manager & Quality Assurance Manager, focusing on customer satisfaction and quality improvement. Connie previously worked at Summit Retirement Plan Services as a Conversion Consultant, Charles Schwab in various roles including Manager of Training & Development, Business Analyst, and Retirement Services Specialist. Connie began their career at Sterling Jewelers as a Credit Authorization & Customer Service representative, and also worked at John Hancock as a Sales Representative and Bank One as a Customer Service/Lease Administrator.

Connie Carpenter's education history includes a Bachelor's degree in English and History from Kent State University, which they obtained from 1989 to 1993. Connie later pursued a Master's degree in Accounting and Financial Management from the Keller School of Management of DeVry University, which they completed from 2009 to 2011.

In addition to their formal education, Connie has obtained several certifications. Connie completed the "Prioritizing Your Tasks" certification from LinkedIn in June 2023, as well as the "How to Be More Strategic in Six Steps" certification from the same institution in April 2023. Connie has also earned certifications in QPA, QKA, and QKC from ASPPA, although the specific dates of attainment are not provided.