Wat Keys Email & Phone Number
VP and Financial Advisor @ CAPTRUST
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Wat Keys Location
- Raleigh, NC, US
Wat Keys Work
- 2014 -now VP and Financial Advisor @
- 2009 -2014 LPL Financial Advisor and Retirement Plan Specialist @ LLG Financial
- 1997 -2009 Retirement Plan Specialist and Pension Wholesaler @ Union Central Life Insurance Company
- 1993 -1997 Pension Sales Representative @ Minnesota Mutual Life Insurance Company
- 1989 -1993 Regional Pension Consultant @ Provident Mutual Pension Services
- 1986 -1989 Assistant Vice President - Branch Manager @ First Union National Bank
- 1984 -1986 Personal Financial Planner @ IDS American Express Financial Services, Inc.
Wat Keys Education
- University of North Carolina at Greensboro
BA
1978-1982 - College for Financial Planning
Wat Keys Skills
- Not for Profit
- Retirement
- Fiduciary Services
- 403 b
- Investments
- Financial Services
- Financial Planning
- Pensions
- Series 7
- Securities
- 401k
- Mutual Funds
- Higher Education
- Charities
- Academia
- Project Management
- Research
- Leadership
Wat Keys Summary
- Wat Keys, based in Raleigh, NC, US, is currently a VP and Financial Advisor at CAPTRUST. Wat Keys brings experience from previous roles at LLG Financial, Union Central Life Insurance Company, Minnesota Mutual Life Insurance Company and Provident Mutual Pension Services. Wat Keys holds a 1978 - 1982 BA @ University of North Carolina at Greensboro. With a robust skill set that includes Not for Profit, Retirement, Fiduciary Services, 403 b, Investments and more. Wat Keys has 3 emails and 1 mobile phone numbers on RocketReach.
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