Old North State Trust, LLC

Old North State Trust, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Old North State Trust, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Old North State Trust, LLC Salaries. You can even request information on how much does Old North State Trust, LLC pay if you want to. Learn about salaries, pros and cons of working for Old North State Trust, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

17 Old North State Trust, LLC employees in database. Find out everything there's to know about Old North State Trust, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Old North State Trust, LLC Employees

Employee
Years
Job
Industry
Susan Beard Susan Beard Greensboro, North Carolina Details
Susan Beard's Old North State Trust, LLC Experience July 2012 - Present
Job Senior Wealth Advisor at Old North State Trust, LLC
Industry Financial Services
Experience
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.)

Lisa Conrad Lisa Conrad Virginia Beach, Virginia Details
Lisa Conrad's Old North State Trust, LLC Experience 2014 - Present
Job
Industry Financial Services
Experience
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

Tam de St. Aubin Tam de St. Aubin Siler City, North Carolina Details
Tam de St. Aubin's Old North State Trust, LLC Experience October 1995 - Present
Job Chief Investment Officer & Secretary at Old North State Trust, LLC
Industry Financial Services
Experience
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

Susan Willett Susan Willett Wilmington, North Carolina Area Details
Susan Willett's Old North State Trust, LLC Experience April 2009 - Present
Job Director of Trust Services at Old North State Trust, LLC
Industry Financial Services
Experience
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

Davis Blount Davis Blount Cary, North Carolina Details
Davis Blount's Old North State Trust, LLC Experience September 2002 - December 2009
Job J. Davis Blount, III, CPA PA
Industry Accounting
Experience
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

Jozy Thomas Jozy Thomas Greensboro, North Carolina Details
Jozy Thomas's Old North State Trust, LLC Experience July 2013 - February 2014
Job Client Account Manager at Brown Investment Properties
Industry Real Estate
Experience
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

Ryan Schulman Ryan Schulman Greenville, North Carolina Details
Ryan Schulman's Old North State Trust, LLC Experience May 2012 - August 2012
Job Head Soccer Coach at Pitt Greenville Soccer Assn
Industry
Experience
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

Josh Severns Josh Severns Greensboro, North Carolina Details
Josh Severns's Old North State Trust, LLC Experience July 2011 - March 2013
Job BOLI Analyst at The Newport Group
Industry Financial Services
Experience
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

Mary Brooke Leonard Mary Brooke Leonard Greensboro/Winston-Salem, North Carolina Area Details
Mary Brooke Leonard's Old North State Trust, LLC Experience February 2010 - December 2010
Job Accountant/Financial Analyst
Industry Accounting
Experience
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

H. Dalton Grein, MBA H. Dalton Grein, MBA Greensboro/Winston-Salem, North Carolina Area Details
H. Dalton Grein, MBA's Old North State Trust, LLC Experience December 2011 - July 2014
Job Fund Executive Piedmont Angel Network(PAN)
Industry Venture Capital & Private Equity
Experience
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

Jan Metcalf, CTFA Jan Metcalf, CTFA Greensboro/Winston-Salem, North Carolina Area Details
Jan Metcalf, CTFA's Old North State Trust, LLC Experience March 2012 - Present
Job Senior Trust Officer at Old North State Trust, LLC
Industry Financial Services
Experience
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

Jenifer Andrews Jenifer Andrews Raleigh-Durham, North Carolina Area Details
Jenifer Andrews's Old North State Trust, LLC Experience January 2005 - December 2006
Job Regional Sales Manager at Relias Learning
Industry Hospital & Health Care
Experience
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

Alyce Phillips Alyce Phillips Wilmington, North Carolina Area Details
Alyce Phillips's Old North State Trust, LLC Experience May 2009 - Present
Job Marketing Director at Old North State Trust, LLC
Industry Financial Services
Experience
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

K. Shea Abernethy, CTFA, EA, CES K. Shea Abernethy, CTFA, EA, CES Greensboro/Winston-Salem, North Carolina Area Details
K. Shea Abernethy, CTFA, EA, CES's Old North State Trust, LLC Experience September 2014 - Present
Job Investment Strategist at Old North State Trust, LLC
Industry Banking
Experience
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

Susan R. Pippin Susan R. Pippin Cary, North Carolina Details
Susan R. Pippin's Old North State Trust, LLC Experience January 2005 - December 2009
Job Tax Accountant at Watson & Davis, PLLC
Industry Accounting
Experience
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