Old North State Trust, LLC
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Old North State Trust, LLC Employees
Old North State Trust, LLC July 2012 - Present
Old North State Trust, LLC July 2012 - Present
Skills
Financial Advisory, Retirement Planning, Investments, Investment Management, Wealth, Wealth Management, Estate Planning, Asset Allocation, Strategic Financial..., Retirement, Mutual Funds, Asset Management, Series 7, Wealth Management..., Portfolio Management, Investment Advisory, Insurance, Investment Strategies, Financial Analysis, Trusts, Banking, Securities, Financial Planning, High Net Worth...
Education
Mary Washington College 1981 — 1985
Bachelor of Science (B.S.)
Old North State Trust, LLC 2014 - Present
SunTrust Bank September 2005 - June 2013
Bank of America September 1997 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Strategic Planning, Negotiation
Education
Old Dominion University 2004 — 2005
Certified Financial Planning Program, CFP
Campbell University 1982 — 1987
Bachelor of Business Administration (BBA), Trust Management
Old North State Trust, LLC October 1995 - Present
Skills
Estate Planning, Asset Management, Investments, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Portfolio Management, Insurance, Series 7, Mutual Funds, Retirement, Wealth Management...
Education
UNC Chapel Hill 1981 — 1983
BA, Political Science
Furman University 1979 — 1980
Old North State Trust, LLC April 2009 - Present
Wachovia Bank, NA September 1999 - March 2009
NC Office of the Commissioner of Banks September 1994 - October 1999
Skills
Estate Planning, Wealth Management, Investments, Portfolio Management, Wills, Strategic Financial..., Wealth, Trusts, Financial Analysis, Retirement Planning, Asset Management, Asset Allocation, Trust, Trust Services, Relationship Management, Building Relationships, Client Development, Manage Client..., Client Education, Client Presentation, Customer Service, Compliance, Consulting, New Business Development, Networking, Youth Ministry, Financial Advisory, Series 7, Investment Advisory, Financial Planning
Education
Campbell University 1989 — 1994
MBA, Trust Management
J. Davis Blount, III, CPA PA January 2010 - Present
Old North State Trust, LLC September 2002 - December 2009
BDO Seidman, LLP 1991 - 2000
KPMG July 1985 - January 1990
Skills
Tax, Income Tax, Tax Compliance, Corporate Tax
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1985
Concentration in Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1975 — 1979
BSBA, Finance and Marketing
Brown Investment Properties March 2015 - Present
First Citizens Bank February 2014 - February 2015
Old North State Trust, LLC July 2013 - February 2014
Old North State Trust, LLC July 2011 - June 2013
Skills
Financial Planning, Wealth Management, Trust Services, Trusts, Personal Financial..., Trust Management, Estate Planning, Asset Allocation, Mutual Funds, Portfolio Management, Wealth Management...
Education
Campbell University 2007 — 2011
Trust and Wealth Management, Financial Planning
Campbell University 2007 — 2011
Bachelor of Business Administration (BBA), Trust and Wealth Management
Pitt Greenville Soccer Assn August 2015 - Present
Phi Gamma Delta November 2014 - Present
RuffaloCODY May 2014 - June 2015
Mckeithen Schaede Law Firm June 2013 - July 2014
Phi Gamma Delta December 2012 - May 2014
Old North State Trust, LLC May 2012 - August 2012
Skills
Fundraising, Research, Social Networking, Philanthropy, Recruiting, Public Relations, PowerPoint, Teamwork, Customer Service, Microsoft Excel, Microsoft Word, Leadership
Education
East Carolina University 2012 — 2016
Bachelor of Science in Business Administration, Business Administration and Management, General, Senior
The Newport Group June 2013 - Present
Old North State Trust, LLC July 2011 - March 2013
Lowe's Home Improvement January 2009 - January 2011
Skills
Wealth Management, Retirement Planning, Trust Services, Strategic Financial..., Asset Managment, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Wealth Management...
Education
Campbell University 2006 — 2011
Business, Trust and Wealth Management
The Rams Club January 2015 - Present
Carson-Dellosa Publishing, LLC January 2011 - Present
OLD NORTH STATE TRUST, LLC February 2010 - December 2010
LEWIS ACCOUNTING SERVICES, INC May 2007 - December 2009
BRIXX PIZZA May 2004 - September 2006
Skills
QuickBooks, Payroll, Financial Analysis, General Ledger, Microsoft Office, Customer Service, Invoicing, Financial Statements, Tax, Management, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Event Planning, FileMaker, System Administration, Social Media, Marketing, Non-profits
Education
Guilford College 2010 — 2011
Adult, Accounting Program
University of North Carolina at Greensboro 2003 — 2007
Bachelor of Arts, English
Piedmont Angel Network August 2014 - Present
Old North State CFO, Inc. January 2013 - Present
SnowCap Partners, LLC August 2013 - Present
Old North State Trust, LLC December 2011 - July 2014
Old North State Ins. Co. June 2012 - January 2013
Collared Greens, Inc July 2011 - June 2012
Merrill Lynch/Bank of America June 2005 - December 2011
Skills
Investments, Asset Management, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Services, Financial Analysis, Series 7, Portfolio Management, Entrepreneurship, Strategy, Private Equity, Wealth Management, Financial Modeling, Valuation, Financial Planning, Asset Managment, Estate Planning, Corporate Finance, Financial Reporting, Accounting, Alternative Investments, Cash Flow, Investment Strategies, Securities, Investment Management, Hedge Funds, Retirement, Financial Markets, Banking, Investment Advisory, Wealth Management..., Financial Accounting, Internal Controls, Creative Financing, Controllership Functions, Risk Management, Part-Time CFO Services, Part Time CFO, QuickBooks, Microsoft Excel, Managerial Finance, Entrepreneurial Finance, Entrepreneurial..., Start-ups, Venture Capital
Education
Wake Forest University 2010 — 2012
Master of Business Administration (MBA), Finance
Hampden-Sydney College 2001 — 2005
BA, Economics and Commerce
London School of Economics and Political Science
The McCallie School Chattanooga, TN 1998 — 2001
Old North State Trust, LLC March 2012 - Present
High Point Bank June 2002 - March 2012
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Asset Managment, Banking, Securities, Mutual Funds, Wealth Management..., Portfolio Management, Asset Allocation, Retirement, High Net Worth..., Wealth, Financial Planners, Financial Advisory, Finance, Alternative Investments, Trusts, Investment Advisory, Asset Management, Tax, Loans, Credit, Uniform Combined State..., Financial Planning, Estate Law, Fixed Annuities, 401k, Estate Tax Planning, Commercial Lending, Financial Services, Personal Financial..., Fiduciary Services, Financial Analysis, Inheritance Tax Planning
Education
National Business Institute 2010 — 2010
Certificate, Fundamental Probate Procedures & Practice
Cannon Trust School 2008 — 2009
Certificate, Trust and Wealth Management
Alamance Community College 2001 — 2002
Credit, Accounting
Elon University 1976 — 1979
Bachelor of Arts (B.A.), Human Services and English Majors
Relias Learning July 2015 - Present
Quantros January 2014 - June 2015
Brightree LLC January 2013 - December 2013
CareAnyware February 2011 - December 2012
Randolph Telephone Membership Corporation January 2007 - January 2011
Old North State Trust, LLC January 2005 - December 2006
Skills
Salesforce.com, Account Management, Microsoft Office, SaaS, Lead Generation, Healthcare Information..., Sales Process, Marketing, Healthcare, Customer Service, Marketing Strategy, Social Media, B2B, Sales Management, Sales Presentations, Sales, Sales Operations, CRM, Training, Strategy, Customer Satisfaction, Selling, Direct Sales, Solution Selling, Management, Leadership, Strategic Partnerships, Email Marketing, Forecasting, Start-ups, Business Development, Enterprise Software, Product Management, Contract Negotiation, Cold Calling, Hospitals
Education
East Carolina University - College of Business 1999 — 2003
Bachelor of Science in Business Administration, Concentrations: Marketing and Management Information Systems
Chatham Central High School 1995 — 1999
Old North State Trust, LLC May 2009 - Present
Skills
Customer Service, Public Speaking, Microsoft Office, Nonprofits, Event Management, Marketing, Budgets, Management
Education
University of North Carolina at Wilmington 1996 — 1997
Elementary Education
East Carolina University 1986 — 1990
BS, Interior Design, Concentration in Business Administration
Old North State Trust, LLC September 2014 - Present
Wells Fargo September 2010 - August 2014
Piedmont Financial Trust Company 2008 - 2010
Skills
Portfolio Optimization, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Securities, Financial Planning, Portfolio Management, Bond Markets, Wealth Management..., Wealth Management, Estate Planning, High Net Worth..., Tax, Trust Services, Trusts, Investment Management
Education
High Point University
BS, Accounting
Watson & Davis, PLLC April 2010 - Present
Abatement Restoration Specialists October 2009 - May 2013
Davis Blount & Associates January 2010 - March 2010
Old North State Trust, LLC January 2005 - December 2009
Skills
Federal and Multistate..., Quickbooks Enterprise..., Financial Statements, Corporate Tax, Partnership Tax Returns, Fiduciary Tax Returns, Trust Accounting, Accounts Payable &..., General Accounting, Business Property..., Account Reconciliation, Gift Tax Return, Bookkeeping, W-2, 1099 Preparation, Payroll, Payroll Reporting, UltraTax CS, Fixed Assets CS, Trial Balance CS, Maui Trust Accounting, Microsoft Office, QuickBooks
Education
Georgetown College
Bachelor’s Degree
North Carolina State University
Bachelor’s Degree