2021 -
2022 Managing Director and Head of Private Wealth @
2011 -
2021 Managing Director, National Markets @
2004 -
2009 Senior Vice President @
1987 -
2000 Vice President @
now Managing Director - Wealth Management @
Robert Maund Education
Auburn University
Bachelors (Business Administration, Business)
1983
-
1987
Westside High School, Augusta, Ga 1980
-
1983
Robert Maund Skills
Wealth Management
Portfolio Management
Series 7
Investments
Credit
Banking
Loans
Asset Allocation
Asset Managment
Commercial Lending
Commercial Banking
Strategic Financial Planning
Credit Analysis
Corporate Finance
Underwriting
Investment Advisory
Investment Banking
Equities
Retirement Planning
Capital Markets
Securities
Financial Services
Asset Management
Private Banking
Financial Planning
Development
Business Development
Microsoft Dynamics
Information Management
Consolidated Reporting
Wealth Management Services
Robert Maund Summary
Robert Maund, based in Charlotte, NC, US, is currently a Managing Director at Chilton Trust Company, LLC. Robert Maund brings experience from previous roles at Chilton Trust Company, LLC, Lakeview Capital Partners, Abbot Downing and Wells Fargo. Robert Maund holds a 1983 - 1987 Bachelors in Business Administration, Business @ Auburn University. With a robust skill set that includes Wealth Management, Portfolio Management, Series 7, Investments, Credit and more. Robert Maund has 4 emails and 1 mobile phone numbers on RocketReach.
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