Wealth Services Manager @ (June 1994 - March 2008)
Gordon Grimes Education
Duke University
Certificate of Financial Planning (Financial Planning)
2006-2007
Bluefield University
Bachelor's degree (Business Administration and Management, General)
1990-1994
Gordon Grimes Skills
Microsoft Excel
Portfolio Management
Certified Financial Planner
Strategy
Financial Advisory
Wealth Management Services
Customer Service
Public Speaking
Management
Wealth Management
Financial Analysis
Entrepreneurship
Banking
Gordon Grimes Summary
Gordon Grimes, based in Raleigh, NC, US, is currently a Senior Managing Director, Financial Advisor at Truist Investment Services, Inc. at Truist Wealth. Gordon Grimes brings experience from previous roles at SunTrust Investment Service, Inc. and SunTrust. Gordon Grimes holds a 2006 - 2007 Certificate of Financial Planning in Financial Planning @ Duke University. With a robust skill set that includes Microsoft Excel, Portfolio Management, Certified Financial Planner, Strategy, Financial Advisory and more. Gordon Grimes has 1 emails and 2 mobile phone numbers on RocketReach.
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