Brian Pollard Email & Phone Number
Vice President | Financial Advisor @ CAPTRUST
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Brian Pollard Location
- Chapel Hill, NC, US
Brian Pollard Work
- 2016 -now Vice President | Financial Advisor @
- 2011 -2016 Senior Wealth Manager @
- 2009 -2011 Financial Advisor @
- 2006 -2009 Vice President Business Development @
- 2005 -2006 Director of Sales @
- 2002 -2005 Major Accounts Executive, Securities and Banking Division @
- 1999 -2001 Private Client Group, Financial Advisor @
- 1997 -1999 Financial Advisor @
Brian Pollard Education
- North Carolina State University 1992-1997
Brian Pollard Skills
- Portfolio Management
- Financial Risk Management
- Securities Lending
- Investment Strategies
- Personal Finance
- Life Insurance
- Financial Statements
- Charitable Gift Planning
- Charitable Giving
- Fixed Income Portfolio Management
- Securities
- Strategic Planning
- Wealth Management
- Investment Portfolio
- Financial Analysis
- Investment Advisory
- Trusts
- Special Needs Trusts
- Asset Management
- Equity Capital Markets
- Asset Based Lending
- Finance
- Management
- Risk Management
- Trust Services
- Investments
- Insurance
- Mutual Funds
- Estate Planning
- Sales
- Business Development
- Real Estate Investment Trust Reit
- Alternative Investments
- Legacy Giving
- Planning
- Portfolio Performance Analysis
- Charitable Trusts
- Retirement Income Strategies
- Financial Advisory
- Trust Management
- Banking
- Retirement Planning
- Financial Planning
- Leadership
- Financial Services
- Investment Management
- 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 North Carolina State University. With a robust skill set that includes Portfolio Management, Financial Risk Management, Securities Lending, Investment Strategies, Personal Finance and more. Brian Pollard has 3 emails on RocketReach.
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Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Ann Leddy
Chief Compliance Officer
New York, NY, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Jon Strickland
Senior Vice President
Raleigh, NC, US
Rick Shoff
Managing Director, Advisor Support Group
Doylestown, PA, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Joshua Isley
Vice President | Financial Advisor
Raleigh, NC, US
Will Chitwood
Senior Vice President, Financial Advisor
Raleigh, NC, US
Michael Wunderli
Managing Director | Head of Mergers and Acquisitions
Redondo Beach, CA, US
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