Wednesday, May 30, 2012
Catherine Carpenter joined Palisade Capital in May 2012 as a Client Account Specialist, reporting to Mahendra Misir, Managing Director of Operations. Ms. Carpenter’s 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.
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