Heather Darcy Email & Phone Number
Vice President | Financial Advisor @ CAPTRUST
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Heather Darcy Location
- Raleigh, NC, US
Heather Darcy Work
- Vice President | Financial Advisor @ (January 2015 - Present)
- Internal 401(k) Wholesaler @ Wachovia Bank (January 2006 - January 2007)
- 401(k) Sales Consultant @ (January 2004 - May 2006)
Heather Darcy Education
- Salem College
BA (Economics)
Heather Darcy Skills
- Investment Advisory
- Retirement Plan Consulting
- Fiduciary Services
- Account Management
- Human Resources
- Business Development
- Strategic Consulting
- Philanthropy
- Non-profits
- 401k
- Retirement Planning
- Investments
- Finance
- Asset Management
- Mutual Funds
- Financial Services
- Sales
- Financial Advisory
- Portfolio Management
- Leadership
- Sales Presentations
- Contract Negotiation
- Public Speaking
- Fundraising
- Service Implementation
- Fiduciary Management
- Qualified Retirement Plans
- Retirement Solutions
- Institutional Investments
- Maintaining Strong Client Relationships
- Fiduciary
- Fiduciary Liability
- 401(k) Retirement Savings Plans
- Retirement
- Business Retirement Plans
- Marketing
- Sales Management
- Strategic Planning
- Non Profits
Heather Darcy Summary
- Heather Darcy, based in Raleigh, NC, US, is currently a Vice President | Financial Advisor at CAPTRUST. Heather Darcy brings experience from previous roles at Wachovia Bank and Paychex. Heather Darcy holds a BA in Economics @ Salem College. With a robust skill set that includes Investment Advisory, Retirement Plan Consulting, Fiduciary Services, Account Management, Human Resources and more. Heather Darcy has 4 emails and 5 mobile phone numbers on RocketReach.
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