February 15, 2019
Hello clients, prospects, vendors, partners and others. I have accepted a new full time position as COO with a Wealth Management Company whose direction and commitment to the future in the investment advisory and wealth management space align with my own. This decision was made with a great deal of thought as it will require […]
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Carpenter Operations Group (COG) is a consulting firm focused primarily on helping financial service firms provide superior delivery of services. It does so by Understanding each client’s business model and needs Advising and implementing the right products, technology and processes to deliver its products and services efficiently and in compliance with regulatory requirements Advising and implementing proper […]