Brian Pollard Email & Phone Number
Vice President | Financial Advisor @ CAPTRUST
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Brian Pollard Location
- Chapel Hill, NC, US
Brian Pollard Work
- Vice President | Financial Advisor @ (September 2016 - Present)
- Senior Wealth Manager @ (April 2011 - July 2016)
- Financial Advisor @ (January 2009 - January 2011)
- Vice President Business Development @ (January 2006 - January 2009)
- Director of Sales @ (August 2005 - September 2006)
- Major Accounts Executive, Securities and Banking Division @ (January 2002 - January 2005)
- Private Client Group, Financial Advisor @ (January 1999 - January 2001)
- Financial Advisor @ (January 1997 - January 1999)
Brian Pollard Education
- North Carolina State University
BS
1992-1997
Brian Pollard Skills
- Alternative Investments
- Asset Based Lending
- Asset Management
- Banking
- Business Development
- Charitable Gift Planning
- Charitable Giving
- Charitable Trusts
- Equity Capital Markets
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Risk Management
- Financial Services
- Financial Statements
- Fixed Income Portfolio Management
- Insurance
- Investment Advisory
- Investment Management
- Investment Portfolio
- Investment Strategies
- Investments
- Leadership
- Legacy Giving
- Life Insurance
- Management
- Mutual Funds
- Personal Finance
- Portfolio Management
- Portfolio Performance Analysis
- Real Estate Investment Trust (REIT)
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Sales
- Securities
- Securities Lending
- Special Needs Trusts
- Strategic Planning
- Trust Management
- Trust Services
- Trusts
- Wealth Management
- planning
- Real Estate Investment Trust Reit
- Real Estate Investment Trust
Brian Pollard Summary
- Brian Pollard, based in Chapel Hill, NC, US, is currently a Vice President | Financial Advisor at Captrust. Brian Pollard brings experience from previous roles at Usaa, Northwestern Mutual, Investment Professionals, Inc. and Maritz. Brian Pollard holds a 1992 - 1997 BS @ North Carolina State University. With a robust skill set that includes Alternative Investments, Asset Based Lending, Asset Management, Banking, Business Development and more. Brian Pollard has 3 emails and 1 mobile phone numbers on RocketReach.
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