Bridget McDermott Email & Phone Number
Financial Planner @ CAPTRUST
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Bridget McDermott Location
- Charlotte, NC, US
Bridget McDermott Work
- Financial Planner @ (March 2025 - Present)
- Financial Planner @ Carolinas Investment Consulting (March 2017 - March 2025)
- Administrative @ Rinehart Wealth & Investment Advisory (October 2016 - February 2017)
- Associate Financial Planner @ (July 2015 - October 2016)
- Intern @ (May 2014 - August 2014)
- Intern @ (June 2012 - August 2012)
- Waitress @ Highway 55 (May 2012 - August 2012)
- Administrative Assistant @ Virginia Beach Surgery (June 2010 - September 2010)
Bridget McDermott Education
- Virginia Tech
Bachelors of Science (Finance, CFP® Certification Education Track)
2011-2015
Bridget McDermott Skills
- PowerPoint
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Customer Service
- Social Media
- Finance
- Management
- HTML
Bridget McDermott Summary
- Bridget McDermott, based in Charlotte, NC, US, is currently a Financial Planner at CAPTRUST. Bridget McDermott brings experience from previous roles at Carolinas Investment Consulting, Rinehart Wealth & Investment Advisory, Carroll Financial and Egan, Berger & Weiner, LLC.. Bridget McDermott holds a 2011 - 2015 Bachelors of Science in Finance, CFP® Certification Education Track @ Virginia Tech. With a robust skill set that includes PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service and more. Bridget McDermott has 2 emails and 1 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
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Ben Goldstein
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Rick Shoff
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Wat Keys
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Michael Wunderli
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