Specialized Fiduciary Officer at U.S. Trust, Bank of America Private Wealth Management
Location:
Charlotte, North Carolina
Industry:
Banking
Work:
U.S. Trust, Bank of America Private Wealth Management - Charlotte, North Carolina Area since Feb 2013
Specialized Fiduciary Officer
First Citizens Bank - Charlotte, NC Dec 2011 - Jan 2013
Trust Account Specialist II
First Citizens Bank - Raleigh, NC Nov 2010 - Dec 2011
Trust Account Specialist
Prudential Financial - Raleigh, NC Mar 2009 - Oct 2010
Financial Services Associate
State Employees' Credit Union - Raleigh, NC Jun 2008 - Jul 2009
Loan Services Assistant
Education:
Wake Forest University - Babcock Graduate School of Management 2012 - 2014
Master of Business Administration (MBA)
North Carolina State University - College of Management 2005 - 2009
B.S., Finance, Economics
Certifications:
Real Estate Brokers License, N.C. Real Estate Commission