Joyce Wallace Email & Phone Number
Senior Vice President, Senior Portfolio Strategist @ Key Private Bank
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Joyce Wallace Location
- East Haddam, CT, US
Joyce Wallace Work
- 2012 -now Senior Vice President, Senior Portfolio Strategist @
- 2004 -2011 Vice President- Senior Portfolio Manager @ TD Wealth
- 2002 -2003 Vice President- Trust Specialist @
- 1993 -2002 Vice President- Relationship Manager and Senior Trust Officer @ Fleet Bank
- 1986 -1992 Trust Officer @ Central Guaranty Trust
Joyce Wallace Education
- Simon Fraser University
BBA- Bachelors of Business Administration (Accounting & Marketing)
- Cannon Financial Institute
Certificates (Trust II & III, Investment Management I, II & III)
- Northwestern University
Certificate (National Trust School)
Joyce Wallace Skills
- Wealth Management
- High Net Worth Individuals
- Investments
- Asset Allocation
- Portfolio Management
- Relationship Management
- Leadership
- Investment Management
- Management
- Net
- Risk Management
- Marketing
- Customer Service
- Microsoft Excel
Joyce Wallace Summary
- Joyce Wallace, based in East Haddam, CT, US, is currently a Senior Vice President, Senior Portfolio Strategist at Key Private Bank. Joyce Wallace brings experience from previous roles at TD Wealth, Webster Bank, Fleet Bank and Central Guaranty Trust. Joyce Wallace holds a BBA- Bachelors of Business Administration in Accounting & Marketing @ Simon Fraser University. With a robust skill set that includes Wealth Management, High Net Worth Individuals, Investments, Asset Allocation, Portfolio Management and more. Joyce Wallace has 2 emails and 1 mobile phone numbers on RocketReach.
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