Wealth Regional Director of Portfolio Management and Senior Vice President @ (January 2019 - February 2021)
Wealth Fiduciary and Portfolio Management Sales Manager and Senior Vice President @ (June 2013 - January 2019)
Wealth Portfolio Manager and Vice President @ (April 2011 - June 2013)
Private Financial Advisor and Assistant Vice President @ (June 2006 - April 2011)
Leadership Development Program @ (January 2006 - June 2006)
Relationship Banker @ (June 2004 - January 2006)
Charles Walker Education
Campbell University
Masters (Management)
2006-2007
University of North Carolina at Chapel Hill
Bachelor Of Arts (Economics)
2000-2004
Charles Walker Skills
Portfolio Management
Financial Modeling
Capital Markets
Strategic Financial Planning
Sales Process
Credit Analysis
Investments
Banking
Asset Management
Private Banking
Strategic Financial
Credit
Sales Presentations
Finance
Investment Advisory
Financial Analysis
Asset Managment
Commercial Banking
Wealth Management
Financial Planning
Charles Walker Summary
Charles Walker, based in Raleigh, NC, US, is currently a Senior Vice President, Division Investment Director at Truist Wealth. Charles Walker brings experience from previous roles at Bb&t. Charles Walker holds a 2006 - 2007 Masters in Management @ Campbell University. With a robust skill set that includes Portfolio Management, Financial Modeling, Capital Markets, Strategic Financial Planning, Sales Process and more. Charles Walker has 1 emails and 1 mobile phone numbers on RocketReach.
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