Charles Jefts's Location

Charlotte, North Carolina, United States

Charles Jefts's Work

  • Managing Director @ Truist Wealth
  • Relationship Manager- Healthcare @ Wells Fargo
  • Portfolio Manager @ FMCB Holdings Inc.
  • Associate- Management Development Program, Rso, Assistant Vice President @ BB&T

Charles Jefts's Education

  • Wake Forest University

    Master Of Business Administration

    2019 - 2021
  • University of West Georgia

    Bachelor Of Science (Political Science)

    2005

Charles Jefts's Skills

  • Risk Management
  • Portfolio Management
  • Finance
  • Credit Analysis
  • Commercial Lending
  • High Net Worth Individuals
  • Banking
  • Leadership
  • Financial Structuring
  • Market Development

Charles Jefts's Summary

Charles Jefts, based in Charlotte, North Carolina, United States, is currently a Managing Director at Truist Wealth, bringing experience from previous roles at Wells Fargo, FMCB Holdings Inc. and Bb&t. Charles Jefts holds a 2019 - 2021 Master Of Business Administration @ Wake Forest University. With a robust skill set that includes Risk Management, Portfolio Management, Finance, Credit Analysis, Commercial Lending and more, Charles Jefts contributes valuable insights to the industry. Charles Jefts has 2 emails and 1 mobile phone number on RocketReach.
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