Todd Day Email & Phone Number
Vice President of Wealth Management @ Fortis Capital Advisors
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Todd Day Location
- Winston-Salem, NC, US
Todd Day Work
- 2023 -now Vice President of Wealth Management @
- 2011 -2021 Portfolio Manager @ Horizon Financial Services, LLC.
- 2004 -2005 Investment Advisor @ Bank of America Investment Services
- 2002 -2003 Investment Management Advisor @ Wachovia Wealth Management
- 1998 -2001 Investment Advisor @
- 1995 -1998 Registered Representative @
Todd Day Education
- Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.) (Investment and Portfolio Management)
2000-2003 - High Point University
Bachelor of Science (B.S.) (Business Administration and Management, General)
1990-1992 - West Forsyth
Todd Day Skills
- 401(k) Retirement Savings Plans
- Marketing
- Private Wealth Management
- Trading Strategies
- Client Relations
- Equities
- Financial Planning
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Office
- Investment Strategies
- Investments
- Strategic Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Wealth Management Services
- Mutual Funds
- Wealth Accumulation
- Asset Allocation
Todd Day Summary
- Todd Day, based in Winston-Salem, NC, US, is currently a Vice President of Wealth Management at Fortis Capital Advisors. Todd Day brings experience from previous roles at Horizon Financial Services, LLC., Bank of America Investment Services, Wachovia Wealth Management and Deutsche Bank. Todd Day holds a 2000 - 2003 Master of Business Administration (M.B.A.) in Investment and Portfolio Management @ Wake Forest University - Babcock Graduate School of Management. With a robust skill set that includes 401(k) Retirement Savings Plans, Marketing, Private Wealth Management, Trading Strategies, Client Relations and more. Todd Day has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Fortis Capital Advisors Employees
Rob Hagg
Chief Growth Officer
Prairie Village, KS, US
William Hoover
Financial Services Advisor
Ormond Beach, FL, US
Doug Kartsen
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Chester, CT, US
Emilio Rivera
Managing Director | Head of M and A
New York, NY, US
Alec Norton
Investment Advisor
Boston, MA, US
Matt Joyner
AVP, Wealth Management
Portland, OR, US
Kari Timonen
Financial Planner
New York, NY, US
Amit Trivedi
Financial Advisor
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Riley Hayes
Financial Advisor
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Abbey McArthur
Relationship Manager
Toledo, OH, US
David Palladino
Investment Advisor
Southington, CT, US
Michael Posey
Wealth Advisor
Rohnert Park, CA, US
Karol Krucinski
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Angelina Tsao
M and A Associate
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Melissa Day
Financial Advisor and Planner
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