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James Birkbeck Location
Knoxville, TN, US
James Birkbeck Work
2023 -now Assistant Vice President and Personal Trust Administrator @
2014 -2023 Financial Consultant @
2013 -2014 Financial Consultant @ Regions Investment Solutions
2009 -2013 Financial Advisor @
2006 -2009 Financial Specialist @ Wachovia Bank / Wachovia Securities
2005 -2006 National Account Manager @
2004 -2005 Sales Rep @ Cebeyond Communications
James Birkbeck Education
Berry College
Bachelor of Arts (B.A.) (Communications)
2000-2004
Harrison High School 1996-2000
James Birkbeck Skills
Fixed Annuities
Insurance
Retirement Planning
New Business Development
Sales
Customer Service
Wealth Preservation Planning
Financial Services
Investments
Risk Management
Wealth Preservation
James Birkbeck Summary
James Birkbeck, based in Knoxville, TN, US, is currently a Assistant Vice President and Personal Trust Administrator at Home Federal Bank of Tennessee. James Birkbeck brings experience from previous roles at Wells Fargo Advisors, Regions Investment Solutions, VALIC and Wachovia Bank / Wachovia Securities. James Birkbeck holds a 2000 - 2004 Bachelor of Arts (B.A.) in Communications @ Berry College. With a robust skill set that includes Fixed Annuities, Insurance, Retirement Planning, New Business Development, Sales and more. James Birkbeck has 1 emails and 1 mobile phone numbers on RocketReach.
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