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Jeff B. Location
Durham, NC, US
Jeff B. Work
Vice President of Wealth Management @ (April 2025 - Present)
Institutional Client Portfolio Manager @ (April 2023 - April 2025)
Fixed Income Investment Research- Snr. Assc. @ (December 2020 - April 2023)
Investment Analyst, Risk and Compliance @ (February 2018 - December 2020)
Listed Derivatives Operations Analyst @ (June 2016 - February 2018)
Financial Services Representative @ (June 2015 - June 2016)
Front Office Supervisor and Night Financial Auditor @ (April 2013 - April 2015)
Insurance Agent @ (October 2012 - April 2013)
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 1 emails and 2 mobile phone numbers on RocketReach.
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