Abby Bennett Email & Phone Number
Founding Partner and Adviser @ Verum Partners
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Abby Bennett Location
- Charlotte, NC, US
Abby Bennett Work
- 2020 -now Founding Partner and Adviser @
- 2025 -now Head of Strategic Initiatives @
- 2023 -2024 Head of Advisory @
- 2019 -2023 Director of Financial Planning @
- 2015 -2019 Financial Planner @ Carolinas Investment Consulting LLC
- 2014 -2015 Senior Analyst @ Highline Wealth Management
- 2013 -2014 Analyst @ Highline Wealth Management
- 2012 -2012 Summer Associate @ FJY Financial
- 2011 -2011 Summer Intern @
Abby Bennett Education
- Virginia Tech
Bachelor of Science in Business: Finance (Certified Financial Planner (CFP) Certification Education Track)
Abby Bennett Skills
- Microsoft Office
- Project Management
- Research
- Public Speaking
- Customer Service
- Financial Modeling
- Investment Strategies
- Financial Advisory
- Microsoft Excel
- SAS
Abby Bennett Summary
- Abby Bennett, based in Charlotte, NC, US, is currently a Founding Partner and Adviser at Verum Partners. Abby Bennett brings experience from previous roles at Verum Partners and Carolinas Investment Consulting LLC. Abby Bennett holds a Bachelor of Science in Business: Finance in Certified Financial Planner (CFP) Certification Education Track @ Virginia Tech. With a robust skill set that includes Microsoft Office, Project Management, Research, Public Speaking, Customer Service and more. Abby Bennett has 2 emails on RocketReach.
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Abby Bennett
Founding Partner and Adviser
Charlotte, NC, US
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