Financial Advisor, Community Bankers Securities and Bank of the James Investment Group @ BOTJ Investment Group/Bank of the James (November 2006 - January 2011)
Financial Specialist @ First Union/Wachovia Bank (January 2000 - November 2006)
Sales Assistant @ (August 1997 - January 2000)
Fee system administrator @ Wheat First Securities (August 1996 - August 1997)
Gerald Dewitt Education
Virginia Tech
Bachelor of Science (BS) (Marketing/Marketing Management, General)
1986-1991
Liberty High School
high school diploma (general)
1981-1986
Gerald Dewitt Skills
401k Rollovers
529 Plans
Advertising
Alternative Assets
Annuity Sales
Bonds
Certificates of Deposit
Commitment to Customer Service
Committed to Customer Satisfaction
Customer Service
Finance
Financial Analysis
Financial Futures
Fixed Annuities
General Securities Registered Representative
High Yield Bonds
IRAs
Income for Life
Investment Banking
Investment Strategies
Investments
Licensed Life & Health Insurance Agent
Licensed Life Insurance Agent
Life Insurance
Long-term Customer Relationships
Marketing Strategy
Marketing for Small Business
Protection Planning/family Security
Retirement Planning
Roth IRA
Securities
Series 63
Series 7
Small Business Financial Management
Small Business Marketing
Stock Management
Stock Market
Stockbroking
Stocks
Strategic Financial Planning
Tax Free Income
Tax-advantaged Investment Strategies
Traditional IRA
Trusted Business Partner
Unit Investment Trusts
Variable Annuities
Variable Life
Wealth Accumulation Strategies
Long Term Customer Relationships
Licensed Life Insurance
Long Term Customer
Marketing For Small
Mutual Funds
Wealth Accumulation
General Securities
Licensed Life And Health Insurance Agent
Protection
Small Business
Strategic Financial
Services
Tax Advantaged Investment Strategies
Commitment To Customer
Licensed Life And Health
Committed To Customer
Tax Advantaged
Gerald Dewitt Summary
Gerald Dewitt, based in Lynchburg, VA, US, is currently a Registered Representative and Owner at James River Investment Strategies LLC & Cabot Lodge Securities. Gerald Dewitt brings experience from previous roles at Allied Beacon Partners, INC, BOTJ Investment Group/Bank of the James, First Union/Wachovia Bank and First Union National Bank - Brokerage Services. Gerald Dewitt holds a 1986 - 1991 Bachelor of Science (BS) in Marketing/Marketing Management, General @ Virginia Tech. With a robust skill set that includes 401k Rollovers, 529 Plans, Advertising, Alternative Assets, Annuity Sales and more. Gerald Dewitt has 1 emails and 2 mobile phone numbers on RocketReach.
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