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Shannon Buckner Location
Nashville, TN, US
Shannon Buckner Work
Senior Vice President and Senior Wealth Advisor @ (November 2018 - Present)
Private Wealth Managment Client and Trust Advisor, FVP @ (February 2008 - November 2018)
Planned Giving and Major Gifts Advancement Officer @ (April 2005 - January 2008)
Investment Consultant @ (December 1993 - April 2005)
Shannon Buckner Education
Belmont University
Freed-Hardeman University
Shannon Buckner Skills
Brokerage
Team Management
Consultative Selling
Series 7
Presentation Skills
Written Communication
Fiduciary
Estate Administration
Customer Relationship Management (CRM)
Problem Solving
Analytical Skills
High Performance Teams
Customer Acquisition
New Business Opportunities
Income Tax
Investment Planning
Personal Trust
Investment Strategies
Charitable Trusts
Account Administration
CTFA
Executive Visibility
Strategic Consulting
Business Planning
Presentations
Negotiation
Tax Planning
Portfolio Management
Client Relations
Sales
Communication
Private Banking
Financial Accounting
Trusts
Capital Markets
Certified Financial Planner
Loans
Financial Analysis
Insurance
Financial Advisory
Estate Planning
Financial Planning
Banking
Wealth Management Services
Investment Management
Shannon Buckner Summary
Shannon Buckner, based in Nashville, TN, US, is currently a Senior Vice President and Senior Wealth Advisor at Truxton Trust. Shannon Buckner brings experience from previous roles at SunTrust, Freed-Hardeman University and TD Waterhouse. Shannon Buckner holds a Belmont University. With a robust skill set that includes Brokerage, Team Management, Consultative Selling, Series 7, Presentation Skills and more. Shannon Buckner has 2 emails and 1 mobile phone numbers on RocketReach.
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