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George Climer Location
Charlotte, NC, US
George Climer Work
2013 -now Client Advisor @
2002 -2013 Senior Vice President @
George Climer Education
Wake Forest University School of Business
MBA
1998-2000
University of North Carolina at Chapel Hill
BA (English Major, Business Minor)
1989-1993
George Climer Skills
Risk Management
Investment Management
Wealth
Financial Services
Wealth Management Services
Credit Analysis
Series 63
Mutual Funds
Capital Markets
Financial Modeling
Fixed Income
Alternative Investments
Small Business Lending
Estate Planning
Securities
Team Building
Wealth Management
Marketing
Credit
Business Strategy
Management
George Climer Summary
George Climer, based in Charlotte, NC, US, is currently a Client Advisor at Bragg Financial Advisors. George Climer brings experience from previous roles at SunTrust Bank. George Climer holds a 1998 - 2000 MBA @ Wake Forest University School of Business. With a robust skill set that includes Risk Management, Investment Management, Wealth, Financial Services, Wealth Management Services and more. George Climer has 2 emails and 1 mobile phone numbers on RocketReach.
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