Carpenter Morse Group Employee Directory

Carpenter Morse Group corporate office is located in 2170 W State Road 434 Ste 280, Longwood, Florida, 32779, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Legal

4

C-Suite

2

Operations

1

Finance

1

Carpenter Morse Group CEO

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Serena MorsePresident & Chief Executive Officer
Flame icon indicating likelihood to engage via phone.PhonePhoneFlame icon indicating likelihood to engage via email.EmailEmail
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Key Employees of Carpenter Morse Group

  • BM
    United States flag for contact location.
    Brannon Morse

    Chief Financial Officer

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Carpenter Morse Group Global Presence

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North America1-10

Index of contact profiles from Carpenter Morse Group

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Carpenter Morse Group

Explore people who held key positions, contributed to Carpenter Morse Group's success, and advanced their careers.

HT

Holly Tidd

Futureplan Operations ... at Ascensus

Worked as Plan Compliance Consultant

at Carpenter Morse Group (2019-2024)

email Holly Tidd Email direct Holly Tidd Direct
MD

Margaret Drummond

Manager, Tax at Moss, Krusick & Associ...

Worked as Junior Administrator

at Carpenter Morse Group (2016-2016)

email Margaret Drummond Email direct Margaret Drummond Direct
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Jorge Orozco

Account Manager, Inter... at Transamerica

Worked as Distribution Specialist & Plan Specialist

at Carpenter Morse Group (2023-2024)

email Jorge Orozco Email direct Jorge Orozco Direct
PE
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Client Services Consul... at Maxus Plan Solutions

Worked as Distribution Coordinator & Junior Plan Adminis...

at Carpenter Morse Group (2022-2023)

email Paularose Eannetta Email direct Paularose Eannetta Direct
DC
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DC Analyst at USI Consulting Group

Worked as Retirement Plan Administrator

at Carpenter Morse Group (2021-2023)

email Daniela Cruz Email direct Daniela Cruz Direct
MR
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Realtor at Fannie Hillman + Assoc...

Worked as Junior Administrator

at Carpenter Morse Group (2016-2016)

email Maggie Roll Email direct Maggie Roll Direct

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Frequently Asked Questions Regarding Carpenter Morse Group Employees

How many employees does Carpenter Morse Group have?
Carpenter Morse Group has 11-50 employees Who is the CEO of Carpenter Morse Group?
Carpenter Morse Group’s CEO is Serena Morse Who is the CFO of Carpenter Morse Group?
Carpenter Morse Group’s CFO is Brannon Morse Who are Carpenter Morse Group key employees?
Some of Carpenter Morse Group key employees are Brannon Morse Where is Carpenter Morse Group located?
Carpenter Morse Group’s headquarters are located at 2170 W State Road 434 Ste 280, Longwood, Florida, 32779, United States How do I contact Carpenter Morse Group?
Carpenter Morse Group Contact Info: Phone number: (407) 420-2010 Website: www.carpentermorse.com What does Carpenter Morse Group do?

Carpenter Morse Group Inc. specializes in providing administrative support services for qualified retirement plans, catering primarily to small to midsize businesses for over 50 years. Their services encompass retirement plan design, implementation, compliance testing, contribution planning, and IRS/DOL audit assistance. Known for their high-touch... client service, they maintain strong relationships with CPA firms, retirement plan attorneys, and financial advisors, contributing to a 98% client retention rate. The company offers a personal touch in managing various retirement plans, ensuring clients meet all regulatory requirements efficiently.Read More

 Is Carpenter Morse Group a public company?
Carpenter Morse Group is private company therefore does not currently have an official ticker symbol
See more information about Carpenter Morse Group Employees

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