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Nicholas Carpenter

Registered Inforce Response Analyst at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Transamerica</span>
Intro Book
Seasoned professional with experience in customer service, sales, management, and financial accounting.
  • Claim this Profile
Location
Cedar Rapids, Iowa, United States, US
Languages
  • English -
Skills
  • Leases
  • Customer Service
  • Management
  • New Home Sales
  • Marketing
  • Show all
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Bio

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Topline AI
Nicholas Carpenter is a seasoned professional with experience in customer service, sales, management, and financial accounting. He has worked in various roles, including Registered Inforce Response Analyst, In Force Escaltions Analyst, Annuity Customer Care, Property Manager, Quality Auditor, and Area Store and Collections Manager. He holds a Series 6 license and is FINRA registered.

Credentials

  • Series 6
    Transamerica Capital I
    Feb, 2023
    - May, 2026
  • Securities Industry Essentials (SIE)
    Transamerica Capital I
    Aug, 2022
    - May, 2026
  • Landlord of Linn County
    Linn County

Experience

  • Transamerica
    • Registered Inforce Response Analyst
  • Transamerica
    • Cedar Rapids, Iowa, United States
    • Registered Inforce Response Analyst
      • Aug 2023 - Present
      • Cedar Rapids, Iowa, United States

      My position handles escalated annuity and life insurance policy matters from the call center, compliance, legal, and executive offices. I am FINRA registered and hold a Series 6 license. My goal is to provide excellent service to handle and solve matters that require research that is outside the...

  • Tata Consultancy Services
    • Cedar Rapids, Iowa Area
    • In Force Escaltions Analyst
      • Apr 2018 - Aug 2023
      • Cedar Rapids, Iowa Area

      My position handles escalated annuity matters from the call center, compliance, legal, and executive offices. I am FINRA registered and hold a Series 6 license. My goal is to provide excellent service to handle and solve matters that require research that is outside the scope of normal business ...

  • Transamerica
    • Cedar Rapids, Iowa
    • Annuity Customer Care
      • Jan 2017 - Apr 2018
      • Cedar Rapids, Iowa

      Transamerica hired TCS to third party administer the annuities division.

  • Tower Terrace/Kirkwood Estates
    • Property Manager, Mobile Home Sales and Leases.
      • Aug 2014 - Jan 2017

      As manager my main responsibilities are rent and debt collections, evictions, managing maintenance responsibilities, and providing a safe and friendly community.

  • Nordstrom.com
    • Quality Auditor - GW Accounts
      • May 2008 - Aug 2014

      Audited the funds that were given back to customers for a lost or stolen packages as well as forwarding any issues with the credits to the proper department for corrections. Before becoming auditor I held two other positions within Nordstrom direct. I started out as a customer service specialist...

  • MM Finance dba EZ Money
    • Area Store and Collections Manager
      • Mar 2006 - May 2008

      Preformed general management of two stores with eight employees. Collections and auditing of previous accounts.

Education

  • 2004 - 2006
    Kirkwood Community College
  • 1989 - 2004
    Prairie High School
  • 2011 -
    Kirkwood Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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