Frederick Blue Email & Phone Number
Managing Director - New Business Development | Wealth and Investment Management @ Wells Fargo
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Frederick Blue Location
- Charlotte, NC, US
Frederick Blue Work
- 2022 -now Managing Director - New Business Development | Wealth and Investment Management @
- 2015 -2022 Senior Vice President, Head of Client Relationship Management, Tax-Exempt Markets @
- 2009 -2015 Vice President, Strategic Relationship Management @
- 2008 -2009 Vice President, Business Development, ING Institutional Plan Services @
- 2002 -2008 Director, Institutional Relationships @
Frederick Blue Education
- Widener University 1985-1989
Frederick Blue Skills
- Account Management
- Wealth Management
- Strategic Leadership
- Leadership Development
- Retirement
- Financial Services
- Business Development
- Pensions
- 401k
- Strategic Financial Planning
- Strategic Planning
- Relationship Management
- Retirement Planning
- Public Speaking
- Employee Benefits
- Process Improvement
- Business Strategy
- Risk Management
- 401(k) Retirement Savings Plans
- Business Process Improvement
- Business Relationship Management
- Financial Planning
- Insurance
- Investments
- Series 63
- Mutual Funds
- Leadership
Frederick Blue Summary
- Frederick Blue, based in Charlotte, NC, US, is currently a Managing Director - New Business Development | Wealth and Investment Management at Wells Fargo. Frederick Blue brings experience from previous roles at Voya Financial, ING and TIAA-CREF. Frederick Blue holds a 1985 - 1989 Widener University. With a robust skill set that includes Account Management, Wealth Management, Strategic Leadership, Leadership Development, Retirement and more. Frederick Blue has 1 emails and 1 mobile phone numbers on RocketReach.
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