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Mark Appleby Location
Cary, NC, US
Mark Appleby Work
Managing Director, Financial Advisor at Truist Investment Services, Inc. Truist Wealth @ Truist Wealth (February 2021 - Present)
Financial Consultant, SVP @ BB&T Investments, a Division of BB&T Securities, LLC (January 2010 - February 2021)
Licensed Banker @ (January 2007 - January 2010)
Wealth Management Analyst @ (October 2005 - December 2006)
Research Associate and Investment Representative @ Capital Investment Companies (April 2002 - October 2005)
Mark Appleby Education
The American College
(Certified Financial Planner Certification)
2010-2011
North Carolina State University 1997-2001
Mark Appleby Skills
Marketing
Retirement
Strategic Planning
Sales
Portfolio Management
Wealth Management
Microsoft Word
Investments
Financial Services
Insurance
Estate Planning
Mark Appleby Summary
Mark Appleby, based in Cary, NC, US, is currently a Managing Director, Financial Advisor at Truist Investment Services, Inc. Truist Wealth at Truist Wealth. Mark Appleby brings experience from previous roles at BB&T Investments, a Division of BB&T Securities, LLC, First Citizens Bank and Trust, Morgan Stanley and Capital Investment Companies. Mark Appleby holds a 2010 - 2011 The American College. With a robust skill set that includes Marketing, Retirement, Strategic Planning, Sales, Portfolio Management and more. Mark Appleby has 1 emails on RocketReach.
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