Ted Roundy Email & Phone Number
Regional Sales Manager @ PNC Wealth Management LLC
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Ted Roundy Location
- Charlotte, NC, US
Ted Roundy Work
- 2026 - now Regional Sales Manager @
- 2021 - now Senior Vice President, Market Sales Director @
- 2020 - 2021 Wealth Management Banking Specialist @
- 2019 - 2019 Regional Vice President @
- 2017 - 2019 Regional Vice President @ Black Creek Group
- 2008 - 2017 Regional Vice President @ Sentinel Investments
- 2005 - 2008 Vice President @
- 2001 - 2005 Senior Vice President @
Ted Roundy Education
- Lycoming College
Bachelor's Degree (Business Administration and Management, General)
1988 - 1992
Ted Roundy Skills
- Mutual Funds
- Series 63
- Series 7
- Asset Management
- Series 6
- Investment Strategies
- Asset Allocation
- Investments
- Portfolio Management
- Retirement Planning
- Securities
- Alternative Investments
- Investment Advisory
- Sales
Ted Roundy Summary
- Ted Roundy, based in Charlotte, NC, US, is currently a Regional Sales Manager at PNC Wealth Management LLC. Ted Roundy brings experience from previous roles at Bank of America Merrill Lynch, Leader Capital Corp and Black Creek Group. Ted Roundy holds a 1988 - 1992 Bachelor's Degree in Business Administration and Management, General @ Lycoming College. With a robust skill set that includes Mutual Funds, Series 63, Series 7, Asset Management, Series 6 and more. Ted Roundy has 5 emails and 3 mobile phone numbers on RocketReach.
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