Piedmont Trust Company
Address: 800 Green Valley Rd #203, Greensboro, NC 27408 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (336) 274-5471Place name: : : Category: : : Hours: Website: : : Website: http://www.piedmonttrust.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Piedmont Trust Company Posting publicly on the Web Write a review Reviews Be the first to review
Piedmont Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Piedmont Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Piedmont Trust Company Employees
SunGate Capital LLC January 2015 - Present
Prosperity Venture Partners January 2014 - Present
Synergy Trust Company July 2013 - Present
Piedmont Capital Management July 2010 - December 2013
Piedmont Trust Company July 2009 - December 2013
Calibre / Wells Fargo Family Wealth April 2006 - June 2009
Wachovia Wealth Management 2000 - 2006
Skills
Change Leadership, Business Strategy, Strategic Consulting, Strategic Planning, Governance, Wealth Management, Investments, Marketing Strategy, Finance, Strategic Financial..., Leadership, Financial Analysis, Coaching, Management Consulting, Estate Planning, Alternative Investments, Wealth Management..., Wealth, Investment Advisory, Strategy, CRM, Portfolio Management, Management, Mergers & Acquisitions, High Net Worth..., Asset Allocation, Change Management, Financial Planning, Private Equity, Asset Management, Strategic Partnerships, Consulting
Education
Wake Forest University 1984 — 1988
Bachelor of Science, Babcock School of Management
The London School of Economics and Political Science (LSE) 1991 — 1991
European Economic Integration
College for Financial Planning 1997 — 1998
CFP, Financial Planning
Piedmont Trust Company June 2012 - Present
Shields Advisors April 2010 - June 2012
Blackhawk Capital Management 2008 - 2010
Eastover Capital Management 2005 - 2007
Halftime Group 2003 - 2005
US Trust 1997 - 2002
Scudder, Stevens & Clark 1992 - 1997
Nationsbank (now Bank of America) 1980 - 1992
Education
University of North Carolina at Chapel Hill 1982 — 1984
MBA, Finance
UNC Charlotte 1976 — 1980
BA, Economics
Piedmont Trust Company February 2015 - April 2015
Watauga Swim Complex April 2013 - October 2014
YMCA May 2012 - August 2012
Skills
Microsoft Word, Time Management, PowerPoint, Microsoft Excel, First Aid, Lifeguarding, CPR Certified
Education
Appalachian State University 2011 — 2015
Accounting
Piedmont Trust Company March 2011 - Present
Piedmont Trust Company May 2005 - March 2011
Piedmont Trust Company July 2001 - May 2005
Conseco Capital Management October 2000 - July 2001
Conseco Capital Management June 1998 - October 2000
Skills
Leadership, Alternative Investments, Equities, Investment Management, Investments, Team Leadership, Financial Services, Patience, Asset Management, Development Of Employees, Portfolio Management, Hedge Funds, Wealth Management, Management, Investment Strategies, Innovation, Information Technology, Strategy, Creativity, Strategic Financial..., Microsoft CRM, Loyal, Budget Management, IT Solutions, IT Transformation, Business Case..., Cross-functional..., Disaster Recovery, Financial Software..., Family Office Operations, Vendor Management, Contract Negotiation, Operations Leadership, Implementing..., Conference Presentations
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (MBA) (In Progress), 4.0
University of Evansville 1992 — 1996
B.S., Biology
Piedmont Trust Company August 2014 - Present
Piedmont Financial Trust Company February 1982 - July 2014
Skills
Estate Planning, Wealth Management, Investments, Strategic Financial..., Asset Allocation, Wealth, Retirement Planning, Investment Advisory, Wealth Management..., High Net Worth..., Retirement, Financial Advisory, Financial Planners, Investment Strategies, Mutual Funds, Investment Management, Fixed Income, Trust Services, Financial Planning, Alternative Investments, Portfolio Management, Manage Client..., Series 7, Fixed Annuities, Securities, Asset Management
Education
College of Financial Planning
MS, Financial Planning and Services
High Point University
Piedmont Trust Company 1993 - June 2015
Johnson Koceja & Co CPA August 1990 - December 1992
McGladrey & Pullen November 1984 - August 1990
Price Waterhouse May 1981 - April 1984
Skills
Strategic Financial..., Wealth Management, Estate Planning, Strategic Planning, Accounting, Investments
Education
University of Michigan 1977 — 1980
BS, Natural Resources
Piedmont Trust Company October 2013 - Present
Piedmont Trust Company June 2013 - October 2013
Tutti Frutti August 2012 - May 2013
Congressman Howard Coble's Office May 2012 - August 2012
Piedmont Trust Company June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Political Science, History
Page High School 2005 — 2009
Delman and Company, CPAs December 2013 - Present
Breslow Starling Frost Warner Boger Hiatt, PLLC January 2014 - April 2014
Saunders, Strode & Trawick, P.A. July 2012 - November 2013
Morton Wealth Management August 2011 - June 2012
Sharrard, McGee & Co., P.A. January 2006 - June 2011
Leeper Kean & Rumley, LLP 2000 - 2006
KPMG, LLP 1996 - 2000
Piedmont Trust Company 1986 - 1994
Associated Mechanical Contractors 1984 - 1986
Ciba-Geigy 1984 - 1984
Skills
Auditing, Tax Preparation, CPA, Income Tax, Tax, Accounting, Financial Analysis, Strategic Financial..., GAAP, Corporate Tax, Estate Tax Planning, Tax Accounting, US GAAP, General Ledger, Internal Controls, Financial Accounting, Financial Statements, QuickBooks, Wealth Management, Public Speaking, CFP
Education
UNC Greensboro 1995 — 1996
Master's degree, Accounting
Appalachian State University 1979 — 1984
BS, Accounting
Ragsdale 1976 — 1979
Triad Financial Advisors June 2015 - Present
Piedmont Trust Company August 2011 - May 2015
First South Bank July 2008 - June 2011
Skills
Retail Banking, Mortgage Lending, Deposits, Customer Service, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Investments, Credit, Banking, Accounting, Estate Planning, Finance, Retirement Planning, Financial Analysis, Commercial Lending, Loan Origination, Mutual Funds, Wealth Management, Risk Management, Portfolio Management, Strategic Financial..., Leadership, Asset Management, Financial Services, Investment Advisory, Asset Allocation, Financial Planning, Microsoft Office
Education
Campbell University 2004 — 2008
Bachelor of Business Administration (BBA), Trust and Wealth Management
Piedmont Trust Company January 2014 - Present
Piedmont Trust Company September 2011 - Present
Piedmont Trust Company 2011 - 2012
Piedmont Trust Company February 2011 - September 2011
Piedmont Triad Partnership January 2011 - April 2011
Skills
Wealth Management, Strategic Financial..., Accounting, Investments, Microsoft Excel, Strategic Planning, Leadership, Team Leadership, PowerPoint, Event Planning, Microsoft Office, Competitive Analysis, Data Analysis, Microsoft Word, Visio, Public Speaking, Business Development, Marketing Strategy, Portfolio Management, Customer Service, Financial Reporting, Access, Project Management, Event Management, Marketing Communications, Estate Planning, Forecasting, Strategy, Financial Analysis, Marketing, Business Planning, Sales, Research
Education
University of North Carolina at Greensboro
BS Business Administration, Minor in Spanish
MCGLADREY January 2015 - April 2015
J. J. LUCKEY & COMPANY May 2014 - September 2014
James Moore, Certified Public Accountants and Consultants October 2012 - April 2013
Optical Cable Corporation January 2010 - November 2010
Ciba December 2007 - December 2009
EY November 2001 - December 2007
Andersen August 1999 - November 2001
McGladrey September 1994 - August 1999
Piedmont Trust Company December 1997 - October 1998
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Tax, Tax Law, Income Tax, Financial Accounting, CPA, Tax Research, GAAP, Corporate Tax, Tax Preparation, Tax Accounting
Education
University of South Florida - College of Business Administration 1991 — 1993
Accounting
University of South Florida - College of Business Administration 1986 — 1989
Marketing
Piedmont Trust Company July 2010 - Present
Lindsay Henderson Interiors May 1997 - June 2010
Bank of America January 1989 - April 1997
Skills
Wealth Management, Accounting, Strategic Planning
Education
University of North Carolina at Chapel Hill 1984 — 1988
Piedmont Trust Company February 2011 - Present
The Patient Investor February 2010 - February 2011
Capital Management LLC January 2009 - January 2010
GenSpring Family Offices May 2008 - December 2008
Calibre/Wachovia Wealth Mgmt September 2001 - April 2008
Stearns Financial Services Group November 1995 - August 2001
UNC at Greensboro August 1989 - November 1995
First Boston Corp July 1985 - June 1989
University of Virgina's Darden Graduate School of Business Administration August 1983 - July 1985
Skills
Investment Strategies, Investments, Wealth Management, Strategic Financial..., Financial Modeling, Capital Markets, Financial Markets, Investment Management, Corporate Finance, Finance, Options, Wealth Management..., Wealth
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1983
Ph.D., Finance
Davidson College 1970 — 1974
BA, Religion
Piedmont Trust Company January 2015 - Present
WVN & Associates, LLC February 2010 - June 2014
United Guaranty Corporation October 1978 - May 2009
Skills
Business Strategy, Mergers & Acquisitions, Corporate Development, Corporate Finance, Credit, Executive Management, Financial Analysis, Leadership, Insurance, Loans, Mortgage Banking, New Business Development, Mortgage Lending, Process Improvement, Property, Public Speaking, Property, Risk Management, Sales Management, Strategic Planning, Team Building, Underwriting
Education
University of North Carolina at Chapel Hill 1974 — 1978
BA, Economics