Chris Jones Email & Phone Number

Senior Vice President @ First Citizens Bank

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Chris Jones Location

Chapel Hill, NC, US

Chris Jones Work

2023 -now Senior Vice President @
2021 -2023 Senior Vice President @ OneDigital/Retirement Services
2012 -2021 Senior Vice President @
2009 -2012 Managing Director @ SunTrust Institutional Investment Solutions
1994 -2009 Managing Director @
1985 -1994 Managing Director @ STI Capital Management

Chris Jones Education

University of Florida - Warrington College of Business
Bachelor of Business Administration (B.B.A.) (Finance, General)
1979-1982
University of Florida
Accounting and Finance (Accounting and Finance)
1979-1982

Chris Jones Skills

Institutional
Investments
Client Service
Business Strategy
401k
Pensions
Mutual Funds
Portfolio Management
Defined Benefit
Investment Advisory
Retirement
Due Diligence
Compliance
Investment Strategies
New Business Development
Strategic Planning
Sales Management
Financial Services
Equities
Investment Management
Relationship Management
Asset Management
Banking
Retirement Planning
Management Consulting
Financial Advisory
Series 7
Series 63
Alternative Investments
Wealth Management Services
Management
Securities
Series 65
Fixed Income
Asset Allocation
Wealth Management
Finance
Risk Management
Journalism
Employee Benefits
Wealth Preservation
NMLS
Short
Leadership
Television
Radio
Originating
Logistics
Catalyst
Systems Analysis
Commercial Banking
Wealth
Training
Small Business Financial Management
Guidelines
Consumer
Retirement Savings
American
Credit
Directives
Home Equity Lines of Credit
Social Networking
Loan Origination
Marketing Communications
Customer Satisfaction
Merchant Card Processing
Business Loans
Foundation
Customer Needs
Business Services
Computer Proficiency
Sage Act
Analysis Tools
Time Management
Highly detail oriented
Core Banking
Christian
Consulting
Commercial Lending
Analysis
Mortgage Lending
CRM
Customer Service
Able to Multi Task
Cornerstone
Shipping
Financial Planning
Benefits
Prospecting New Clients
Accounting
Client Services
Consumer Lending
Lines of Credit
Personal Finance
Wells Fargo
Home Equity Loans
CAD
Budgets
Insurance
Corporate Finance
Microsoft Excel
Microsoft
Natural Leader
PowerPoint
Social Media
Detail Oriented
NMLS Licensed
Commercial Accounts
Business Development
Problem Solving
Merchant Services
Sales Finance
Community
Series 6
Learning Center
Microsoft Office
Rome
Materials
Credit Cards
Life Insurance
Retail
Communication
Net
Portfolio
Loans
Distribution Center Operations
Sold
IRAs
Nashville
Expenses
Psychology
Belmont
Relationship Building
Small Business Lending
Engineering
Pipefitting
Qualification
Sales
Public Speaking
Diversity Management
Asset
Execution
Think Outside the Box
Anticipate
Lead by Example
Metal Fabrication
Marketing
Small Business
Microsoft Word
Payroll Services
Decision Making
Media
Common Sense

Chris Jones Summary

Chris Jones, based in Chapel Hill, NC, US, is currently a Senior Vice President at First Citizens Bank. Chris Jones brings experience from previous roles at OneDigital/Retirement Services, BB&T, SunTrust Institutional Investment Solutions and Trusco Capital Management. Chris Jones holds a 1979 - 1982 Bachelor of Business Administration (B.B.A.) in Finance, General @ University of Florida - Warrington College of Business. With a robust skill set that includes Institutional, Investments, Client Service, Business Strategy, 401k and more. Chris Jones has 4 emails and 3 mobile phone numbers on RocketReach.