Resumes
Resumes
Associate Wealth Strategist
View pageLocation:
3001 Adonis Cir, Raleigh, NC
Industry:
Financial Services
Work:
First Citizens Bank since May 2008
Relationship Manager and Supervisor AVP
First Citizens Bank May 2007 - May 2008
Client Education and Enrollment Officer, Trust Officer
Bank of America Jun 2006 - Aug 2006
Global Wealth & Investment Management Intern
Relationship Manager and Supervisor AVP
First Citizens Bank May 2007 - May 2008
Client Education and Enrollment Officer, Trust Officer
Bank of America Jun 2006 - Aug 2006
Global Wealth & Investment Management Intern
Education:
Campbell University 2004 - 2007
B.B.A., Trust & Wealth Management, Financial Planning Gloucester County Community College 2002 - 2004
B.B.A., Trust & Wealth Management, Financial Planning Gloucester County Community College 2002 - 2004
Skills:
Leadership
Business Development
Retirement Planning
Relationship Management
Asset Allocation
Financial Services
Analysis
Customer Service
Mutual Funds
Estate Planning
New Business Development
Asset Managment
Personal Financial Planning
Business Development
Retirement Planning
Relationship Management
Asset Allocation
Financial Services
Analysis
Customer Service
Mutual Funds
Estate Planning
New Business Development
Asset Managment
Personal Financial Planning
Austen Hawkey Raleigh, NC
View pageWork:
First-Citizens Bank & Trust Company
2008 to 2000
Relationship Manager and Supervisor - Assistant Vice President
First-Citizens Bank & Trust Company
2007 to 2008
Client Education and Enrollment Officer - Trust Officer
Bank of America - Global Wealth and Investment Management
Boston, MA
Jun 2006 to Aug 2006
Intern
2008 to 2000
Relationship Manager and Supervisor - Assistant Vice President
First-Citizens Bank & Trust Company
2007 to 2008
Client Education and Enrollment Officer - Trust Officer
Bank of America - Global Wealth and Investment Management
Boston, MA
Jun 2006 to Aug 2006
Intern
Education:
Campbell University
Buies Creek, NC
May 2007
Bachelor of Business Administration in Wealth and Investment Management
Buies Creek, NC
May 2007
Bachelor of Business Administration in Wealth and Investment Management
Skills:
FINRA Series 6, 63, & 65. Currently pursuing Certified Financial Planner (CFP) designation (July 2012 exam date).