Jeff B. Email & Phone Number

Vice President of Wealth Management @ Trust Company of North Carolina (TCNC)

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Jeff B. Location

Durham, NC, US

Jeff B. Work

2025 - now Vice President of Wealth Management @ Trust Company of North Carolina (TCNC)
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2023 - 2025 Institutional Client Portfolio Manager @ CAPTRUST
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2020 - 2023 Fixed Income Investment Research- Snr. Assc. @ CAPTRUST

2018 - 2020 Investment Analyst, Risk and Compliance @ Amundi US
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2016 - 2018 Listed Derivatives Operations Analyst @ Credit Suisse
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2015 - 2016 Financial Services Representative @ First Citizens Bank
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2013 - 2015 Front Office Supervisor and Night Financial Auditor @ Marriott International
2012 - 2013 Insurance Agent @ American Income Life Insurance Company
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Jeff B. Education

Liberty University
Masters of Business Administration (Banking, Corporate, Finance, and Securities Law)
2017 - 2020

Jeff B. Summary

Jeff B., based in Durham, NC, US, is currently a Vice President of Wealth Management at Trust Company of North Carolina (TCNC). Jeff B. brings experience from previous roles at CAPTRUST, Amundi Pioneer and Credit Suisse. Jeff B. holds a 2017 - 2020 Masters of Business Administration in Banking, Corporate, Finance, and Securities Law @ Liberty University. Jeff B. has 2 emails and 2 mobile phone numbers on RocketReach.

Jeff B. Emails

Found 2 emails

Jeff B. Phone Numbers

Found 4 phone numbers

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