Todd Lockhart Email & Phone Number
Financial Advisor @ Bridges Wealth Management
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Todd Lockhart Location
- Winston-Salem, NC, US
Todd Lockhart Work
- Financial Advisor @ (November 2001 - Present)
- Pension Consultant @ Southeastern Employee Benefit Services (January 2001 - October 2001)
- Allocations Analyst @ Southeastern Employee Benefit Services (June 1999 - December 2000)
- Supervisor of Defined Contributions Trust Processing and Accounting @ (June 1997 - June 1999)
- Supervisor of Portfolio Valuations @ (December 1995 - June 1997)
- Conversion Analyst in Portfolio Valuations @ (May 1995 - December 1995)
- Investment Operations Management Associate @ (December 1994 - May 1995)
Todd Lockhart Education
- Virginia Polytechnic Institute and State University
Bachelor of Science In Business and Finance, Cum Laude (Finance)
1992-1994
Todd Lockhart Skills
- Retirement Planning
- Portfolio Management
- Financial Advisory
- Finance
- Strategic Planning
- Customer Service
Todd Lockhart Summary
- Todd Lockhart, based in Winston-Salem, NC, US, is currently a Financial Advisor at Bridges Wealth Management. Todd Lockhart brings experience from previous roles at Southeastern Employee Benefit Services and Wachovia Corporation. Todd Lockhart holds a 1992 - 1994 Bachelor of Science In Business and Finance, Cum Laude in Finance @ Virginia Polytechnic Institute and State University. With a robust skill set that includes Retirement Planning, Portfolio Management, Financial Advisory, Finance, Strategic Planning and more. Todd Lockhart has 2 mobile phone numbers on RocketReach.
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