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 and 1 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
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Managing Director, Head of Client Solutions
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Jon Meyer
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Robert Miller
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Jon Strickland
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Ben Goldstein
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Wat Keys
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Patrick Flint
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Megan Loftin
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Michael Wunderli
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