First Citizens Investor Services
Industry: Company
DescriptionFounded: 1994 Parent organization: FIRST CITIZENS BANK & TRUST CO
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First Citizens Investor Services Employees
Employee
Years
Job
Industry
Jake Hedrick Jake Hedrick's First Citizens Investor Services Experience May 2011 - Present
Job Financial Consultant at First Citizens Investor Services
Industry Financial Services
Experience
First Citizens Investor Services May 2011 - Present
First Citizens Bank January 2010 - May 2011
Nellie T, Inc March 2003 - May 2010
International Business Machine January 2000 - June 2002
Skills
CRM, Sales, Financial Services, Banking, Budgets, Finance, Customer Service, Marketing Strategy, Financial Analysis, Wealth Management, Series 7, Investments, Portfolio Management, Mortgage Lending, Retirement Planning, Strategic Planning, Mutual Funds
Education
Appalachian State University 2006 — 2008
Finance, General
University of Virginia 1992 — 1996
Bachelor of Arts (BA), History
First Citizens Investor Services May 2011 - Present
First Citizens Bank January 2010 - May 2011
Nellie T, Inc March 2003 - May 2010
International Business Machine January 2000 - June 2002
Skills
CRM, Sales, Financial Services, Banking, Budgets, Finance, Customer Service, Marketing Strategy, Financial Analysis, Wealth Management, Series 7, Investments, Portfolio Management, Mortgage Lending, Retirement Planning, Strategic Planning, Mutual Funds
Education
Appalachian State University 2006 — 2008
Finance, General
University of Virginia 1992 — 1996
Bachelor of Arts (BA), History
Patty Johnston Patty Johnston's First Citizens Investor Services Experience October 2007 - September 2013
Job Operations Manager at Nabell Winslow Investments, Chief Financial Officer at Partners Square Consulting
Industry Investment Management
Experience
Partners Square Consulting, LLC August 2015 - Present
Nabell Winslow Investments & Wealth Management September 2013 - Present
First Citizens Investor Services October 2007 - September 2013
American Electric Power July 1993 - August 1999
Skills
Operations Management, Management, Financial Analysis, Risk Management, Process Improvement, Business Process..., Financial Accounting, Electric Utility, Analysis, Access, Business Analysis, Portfolio Management, Finance
Education
University of South Florida
Bachelor of Arts (BA), Accounting
University of Tampa
Master of Business Administration (MBA), Business Administration and Management, General
Partners Square Consulting, LLC August 2015 - Present
Nabell Winslow Investments & Wealth Management September 2013 - Present
First Citizens Investor Services October 2007 - September 2013
American Electric Power July 1993 - August 1999
Skills
Operations Management, Management, Financial Analysis, Risk Management, Process Improvement, Business Process..., Financial Accounting, Electric Utility, Analysis, Access, Business Analysis, Portfolio Management, Finance
Education
University of South Florida
Bachelor of Arts (BA), Accounting
University of Tampa
Master of Business Administration (MBA), Business Administration and Management, General
Heather A. Banks CFP ® Heather A. Banks CFP ®'s First Citizens Investor Services Experience May 2011 - June 2012
Job Wealth Advisor at First Bank Wealth Management
Industry Investment Management
Experience
First Bank Wealth Management/Infinex Financial Group June 2012 - Present
First Citizens Investor Services May 2011 - June 2012
First Citizens Bank 2008 - 2011
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Portfolio Management, Financial Analysis, Risk Management, Investment Advisory, Asset Allocation, IRAs, Retirement, Financial Planners, Wealth, Financial Services, Wealth Management, Wealth Management...
Education
North Carolina State University 2011 — 2013
Certified Financial Planner Program, Financial Planning and Services
Montreat College 2004 — 2006
BBA, Business, Summa Cum Laude
First Bank Wealth Management/Infinex Financial Group June 2012 - Present
First Citizens Investor Services May 2011 - June 2012
First Citizens Bank 2008 - 2011
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Portfolio Management, Financial Analysis, Risk Management, Investment Advisory, Asset Allocation, IRAs, Retirement, Financial Planners, Wealth, Financial Services, Wealth Management, Wealth Management...
Education
North Carolina State University 2011 — 2013
Certified Financial Planner Program, Financial Planning and Services
Montreat College 2004 — 2006
BBA, Business, Summa Cum Laude
Katherine T. Brooks Katherine T. Brooks's First Citizens Investor Services Experience September 2005 - October 2008
Job Operations Manager
Industry Financial Services
Experience
Bragg Financial Advisors, Inc. October 2008 - Present
First Citizens Investor Services September 2005 - October 2008
First Citizens Investor Services September 2001 - September 2005
First Citizens Investor Services January 1999 - September 2001
Prudential Securities September 1997 - July 1998
Skills
Series 7, Strategic Financial..., Financial Services, Banking, Wealth Management, Business Analysis, Customer Service, Retirement Planning, Investments, Financial Planning, Vendor Management, Strategic Planning, Project Management, Insurance, Risk Management, Mutual Funds, Asset Allocation, Series 63, FINRA, Financial Analysis, Microsoft Excel, Client Retention, Workflow Procedures
Education
Meredith College 1993 — 1997
Bachelor of Science, Business Management
Bragg Financial Advisors, Inc. October 2008 - Present
First Citizens Investor Services September 2005 - October 2008
First Citizens Investor Services September 2001 - September 2005
First Citizens Investor Services January 1999 - September 2001
Prudential Securities September 1997 - July 1998
Skills
Series 7, Strategic Financial..., Financial Services, Banking, Wealth Management, Business Analysis, Customer Service, Retirement Planning, Investments, Financial Planning, Vendor Management, Strategic Planning, Project Management, Insurance, Risk Management, Mutual Funds, Asset Allocation, Series 63, FINRA, Financial Analysis, Microsoft Excel, Client Retention, Workflow Procedures
Education
Meredith College 1993 — 1997
Bachelor of Science, Business Management
Kemp Mebane Kemp Mebane's First Citizens Investor Services Experience February 2015 - Present
Job Client Services Associate
Industry Financial Services
Experience
First Citizens Investor Services February 2015 - Present
BB&T October 2013 - March 2015
AXA Equitable June 2010 - February 2013
Equity Services Inc June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Financial Services, Leadership, Insurance, Marketing, Banking, Finance
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
First Citizens Investor Services February 2015 - Present
BB&T October 2013 - March 2015
AXA Equitable June 2010 - February 2013
Equity Services Inc June 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Financial Services, Leadership, Insurance, Marketing, Banking, Finance
Education
Appalachian State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Mark Atkinson Mark Atkinson's First Citizens Investor Services Experience 2012 - Present
Job First Citizens Investor Services
Industry Financial Services
Experience
First Citizens Bank March 2015 - Present
First Citizens Investor Services 2012 - Present
SunTrust Bank & Investment Services 2008 - 2012
SunTrust Sports & Entertainment Specialty Group 2006 - 2008
Wachovia Securities, LLC 2003 - 2006
Wachovia Securities, LLC 1999 - 2003
First Union National Bank 1998 - 1999
First Union National Bank 1993 - 1998
Skills
Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Life & Health Insurance, FINRA
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor of Arts, Communications
First Citizens Bank March 2015 - Present
First Citizens Investor Services 2012 - Present
SunTrust Bank & Investment Services 2008 - 2012
SunTrust Sports & Entertainment Specialty Group 2006 - 2008
Wachovia Securities, LLC 2003 - 2006
Wachovia Securities, LLC 1999 - 2003
First Union National Bank 1998 - 1999
First Union National Bank 1993 - 1998
Skills
Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Life & Health Insurance, FINRA
Education
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor of Arts, Communications
Claire Momeyer Claire Momeyer's First Citizens Investor Services Experience May 2009 - March 2010
Job IBD Analyst, Corporate Lending Group at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse July 2012 - July 2014
Credit Suisse February 2010 - July 2012
First Citizens Investor Services May 2009 - March 2010
Northwestern Mutual June 2008 - May 2009
Northwestern Mutual 2008 - 2008
Skills
Series 7, Series 63, Loans
Education
University of North Carolina at Wilmington 2003 — 2007
BA, Psychology
Credit Suisse July 2014 - Present
Credit Suisse July 2012 - July 2014
Credit Suisse February 2010 - July 2012
First Citizens Investor Services May 2009 - March 2010
Northwestern Mutual June 2008 - May 2009
Northwestern Mutual 2008 - 2008
Skills
Series 7, Series 63, Loans
Education
University of North Carolina at Wilmington 2003 — 2007
BA, Psychology
Judie Grooms Judie Grooms's First Citizens Investor Services Experience February 2006 - October 2010
Job Financial Advisor at CB Capital Investment Group
Industry Financial Services
Experience
CB Capital Investment Group September 2014 - Present
SunTrust Investment Services, Inc. October 2010 - September 2014
First Citizens Investor Services February 2006 - October 2010
Various March 2000 - February 2006
Education
University of North Carolina at Chapel Hill 1990 — 1992
BA, Political Science
Earlham College 1987 — 1990
Politcal Science
CB Capital Investment Group September 2014 - Present
SunTrust Investment Services, Inc. October 2010 - September 2014
First Citizens Investor Services February 2006 - October 2010
Various March 2000 - February 2006
Education
University of North Carolina at Chapel Hill 1990 — 1992
BA, Political Science
Earlham College 1987 — 1990
Politcal Science
Fredena James Fredena James's First Citizens Investor Services Experience 2009 - Present
Job Financial Services
Industry Financial Services
Experience
First Citizens Investor Services 2009 - Present
Banana Republic / Gap Inc. January 1999 - 2005
Education
North Carolina State University
North Carolina State University
First Citizens Investor Services 2009 - Present
Banana Republic / Gap Inc. January 1999 - 2005
Education
North Carolina State University
North Carolina State University
Kathleen Angel Kathleen Angel's First Citizens Investor Services Experience September 2002 - March 2004
Job Administrative Assistant at Bayer CropScience
Industry Executive Office
Experience
CTG Health Solutions March 2015 - Present
PRI Investments, Inc. November 2011 - October 2014
Leadership Forum Inc. April 2011 - November 2011
Longistics Transportation May 2010 - October 2010
Bringing Up Minds February 2009 - May 2009
All Kinds of Minds March 2004 - February 2009
First Citizens Investor Services September 2002 - March 2004
Morgan Stanley January 2001 - September 2002
Skills
Notary Public, Compliance, Process Improvement, Customer Service, Event Planning, Marketing, Human Resources, Payroll, Salesforce.com, Google Docs, Microsoft Office, Microsoft Excel, Outlook, Time Management, Sales, Customer Satisfaction, Public Speaking
Education
State University of New York College at Geneseo 1987 — 1991
BS, Regular and Special Education, minor in Child Psychology
CTG Health Solutions March 2015 - Present
PRI Investments, Inc. November 2011 - October 2014
Leadership Forum Inc. April 2011 - November 2011
Longistics Transportation May 2010 - October 2010
Bringing Up Minds February 2009 - May 2009
All Kinds of Minds March 2004 - February 2009
First Citizens Investor Services September 2002 - March 2004
Morgan Stanley January 2001 - September 2002
Skills
Notary Public, Compliance, Process Improvement, Customer Service, Event Planning, Marketing, Human Resources, Payroll, Salesforce.com, Google Docs, Microsoft Office, Microsoft Excel, Outlook, Time Management, Sales, Customer Satisfaction, Public Speaking
Education
State University of New York College at Geneseo 1987 — 1991
BS, Regular and Special Education, minor in Child Psychology
Karen Neal's First Citizens Investor Services Experience 2008 - 2009
Job Private Wealth Management Client Specialist at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank August 2014 - Present
First Citizens Bank 2009 - August 2014
First Citizens Investor Services 2008 - 2009
Dexter Furniture 1997 - 2008
ExecuTrain 1990 - 1994
Skills
Management, Customer Service, Microsoft Office, Windows, Account Management, Marketing Communications, Financial Services, Interior Design, Tennis, Compliance
Education
Meredith College 1986 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Campbell University
Southeastern Trust School Certificate
SunTrust Bank August 2014 - Present
First Citizens Bank 2009 - August 2014
First Citizens Investor Services 2008 - 2009
Dexter Furniture 1997 - 2008
ExecuTrain 1990 - 1994
Skills
Management, Customer Service, Microsoft Office, Windows, Account Management, Marketing Communications, Financial Services, Interior Design, Tennis, Compliance
Education
Meredith College 1986 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Campbell University
Southeastern Trust School Certificate
Amanda (Amanda Ritchie) Stempihar's First Citizens Investor Services Experience July 2013 - Present
Job Financial Sales Manager at First Citizens
Industry Financial Services
Experience
First Citizens Bank March 2015 - Present
First Citizens Investor Services July 2013 - Present
First Citizens Bank March 2011 - March 2015
Plumbing Innovations, Inc December 2002 - October 2011
Skills
Credit, Insurance, Banking, Cash Management, Finance, Accounting, Strategic Financial..., Deposits, Financial Reporting, Account Reconciliation, Accounts Payable, Consumer Lending, Bookkeeping, Manage Client..., Series 6, Series 63, Payroll
Education
Blue Ridge Community College
Legal Assistant
First Citizens Bank March 2015 - Present
First Citizens Investor Services July 2013 - Present
First Citizens Bank March 2011 - March 2015
Plumbing Innovations, Inc December 2002 - October 2011
Skills
Credit, Insurance, Banking, Cash Management, Finance, Accounting, Strategic Financial..., Deposits, Financial Reporting, Account Reconciliation, Accounts Payable, Consumer Lending, Bookkeeping, Manage Client..., Series 6, Series 63, Payroll
Education
Blue Ridge Community College
Legal Assistant
Cedric LeGrand's First Citizens Investor Services Experience June 2008 - Present
Job Vice President
Industry Banking
Experience
First Citizens Investor Services June 2008 - Present
Wachovia Securities September 1998 - February 2008
Citicorp Investment Services September 1993 - September 1998
Prudential Securities/ Olsten Temporary Services September 1992 - September 1993
Neuberger Berman 1987 - 1991
Skills
Series 7, Series 9, Series 10, Series 63, Series 65, Finance, FINRA, Investments, Mutual Funds, Securities, Series 24, Wealth Management, Financial Services, Asset Allocation, Management, Portfolio Management, Risk Management
Education
Long Island University, Brooklyn Campus 1982 — 1995
Bachelor of Science (B.S.), Finance, General
The Berkeley Institute
First Citizens Investor Services June 2008 - Present
Wachovia Securities September 1998 - February 2008
Citicorp Investment Services September 1993 - September 1998
Prudential Securities/ Olsten Temporary Services September 1992 - September 1993
Neuberger Berman 1987 - 1991
Skills
Series 7, Series 9, Series 10, Series 63, Series 65, Finance, FINRA, Investments, Mutual Funds, Securities, Series 24, Wealth Management, Financial Services, Asset Allocation, Management, Portfolio Management, Risk Management
Education
Long Island University, Brooklyn Campus 1982 — 1995
Bachelor of Science (B.S.), Finance, General
The Berkeley Institute
Laura Frushone's First Citizens Investor Services Experience April 1998 - Present
Job Senior VicePresident at First Citizens Investor Services
Industry Financial Services
Experience
First Citizens Investor Services April 1998 - Present
BB&T 1997 - March 1998
Wachovia Investments 1994 - 1997
Kidder Peabody 1992 - 1994
Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Portfolio Management, Banking, Investment Advisory, Series 63, Loans, Retirement Planning, Small Business Lending, Credit Analysis, Finance
Education
Wofford College 1989 — 1991
BA, Finance
Hollins University 1987 — 1989
First Citizens Investor Services April 1998 - Present
BB&T 1997 - March 1998
Wachovia Investments 1994 - 1997
Kidder Peabody 1992 - 1994
Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Portfolio Management, Banking, Investment Advisory, Series 63, Loans, Retirement Planning, Small Business Lending, Credit Analysis, Finance
Education
Wofford College 1989 — 1991
BA, Finance
Hollins University 1987 — 1989
Ann-Noel Spencer, CLC's First Citizens Investor Services Experience 2003 - 2007
Job Owner/Post Partum Doula/Certified Lactation Counselor at Nourish Post Partum Doula Services
Industry Individual & Family Services
Experience
Nourish Post Partum Doula Services May 2014 - Present
Gallery on the Go April 2014 - Present
Performance Finish Rocky Mountain October 2013 - Present
First Western Trust Bank June 2010 - May 2011
First Western Trust Bank August 2007 - June 2010
First Citizens Bank 2003 - 2007
First Citizens Investor Services 2003 - 2007
Skills
Certified Lactation..., Lactation, Doula Services, Breastfeeding, Art, Acrylic Painting, Floor Finishing, Tile and Grout..., Wealth Management, Banking, Portfolio Management, Risk Management, Private Banking, Audiology
Education
University of North Carolina at Chapel Hill 1996 — 1999
Bachelor of Arts (B.A.), Communication Sciences and Disorders, General
Nourish Post Partum Doula Services May 2014 - Present
Gallery on the Go April 2014 - Present
Performance Finish Rocky Mountain October 2013 - Present
First Western Trust Bank June 2010 - May 2011
First Western Trust Bank August 2007 - June 2010
First Citizens Bank 2003 - 2007
First Citizens Investor Services 2003 - 2007
Skills
Certified Lactation..., Lactation, Doula Services, Breastfeeding, Art, Acrylic Painting, Floor Finishing, Tile and Grout..., Wealth Management, Banking, Portfolio Management, Risk Management, Private Banking, Audiology
Education
University of North Carolina at Chapel Hill 1996 — 1999
Bachelor of Arts (B.A.), Communication Sciences and Disorders, General
Bob Nadler's First Citizens Investor Services Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
American National Bank August 2014 - Present
First Citizens Investor Services 2009 - Present
UVEST Financial Services 2002 - 2005
Skills
Investments
Education
University of North Carolina at Greensboro 1976 — 1980
BA, Economics
American National Bank August 2014 - Present
First Citizens Investor Services 2009 - Present
UVEST Financial Services 2002 - 2005
Skills
Investments
Education
University of North Carolina at Greensboro 1976 — 1980
BA, Economics
Don Stroube's First Citizens Investor Services Experience 1996 - 1998
Job Investment Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2008 - Present
New York Life Retirement Plan Services 2004 - 2008
Columbia Management Group 1998 - 2004
First Citizens Investor Services 1996 - 1998
Smith Barney, Inc. 1994 - 1996
National Westminster Bank 1992 - 1994
National Westminster Bank 1989 - 1992
Sumitomo Bank of California 1986 - 1989
Skills
Retirement Planning, Mutual Funds, Investments, Management, Retirement, Banking, Financial Advisory, Leadership, Risk Management, Securities, Series 6, Asset Allocation, Series 63, Portfolio Management, Bonds, Series 7, Credit, Valuation, Finance, Asset Management, Corporate Finance, Due Diligence, Wealth Management, 401k
Education
University of California, Santa Barbara 1980 — 1985
BA, Business Economics
Trinity College Dublin 1984 — 1984
Economics
Wells Fargo 2008 - Present
New York Life Retirement Plan Services 2004 - 2008
Columbia Management Group 1998 - 2004
First Citizens Investor Services 1996 - 1998
Smith Barney, Inc. 1994 - 1996
National Westminster Bank 1992 - 1994
National Westminster Bank 1989 - 1992
Sumitomo Bank of California 1986 - 1989
Skills
Retirement Planning, Mutual Funds, Investments, Management, Retirement, Banking, Financial Advisory, Leadership, Risk Management, Securities, Series 6, Asset Allocation, Series 63, Portfolio Management, Bonds, Series 7, Credit, Valuation, Finance, Asset Management, Corporate Finance, Due Diligence, Wealth Management, 401k
Education
University of California, Santa Barbara 1980 — 1985
BA, Business Economics
Trinity College Dublin 1984 — 1984
Economics
Eric Cannon's First Citizens Investor Services Experience 2005 - Present
Job Senior Financial Advisor
Industry Investment Management
Experience
First Citizens Investor Services 2005 - Present
Skills
Banking, Strategic Financial..., Commercial Banking, Small Business Lending, Credit, Retail Banking, Estate Planning, Commercial Lending, Fundraising, Loans
Education
North Carolina State University 1994 — 1999
BA, Communication-Public Relations
Enka High School
First Citizens Investor Services 2005 - Present
Skills
Banking, Strategic Financial..., Commercial Banking, Small Business Lending, Credit, Retail Banking, Estate Planning, Commercial Lending, Fundraising, Loans
Education
North Carolina State University 1994 — 1999
BA, Communication-Public Relations
Enka High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY