Piedmont Trust Company

Description

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

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Piedmont Trust Company Employees

Employee
Years
Job
Industry
Tommy Mayes Tommy Mayes Greensboro, North Carolina Details
Tommy Mayes's Piedmont Trust Company Experience July 2009 - December 2013
Job Executive Advisor at SunGate Capital LLC
Industry Management Consulting
Experience
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

Mike Shields, CFA Mike Shields, CFA Charlotte, North Carolina Area Details
Mike Shields, CFA's Piedmont Trust Company Experience June 2012 - Present
Job President & CEO at Piedmont Trust Company
Industry Investment Management
Experience
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

Amy Carver Amy Carver Boone, North Carolina Details
Amy Carver's Piedmont Trust Company Experience February 2015 - April 2015
Job Accounting Graduate of Appalachian State University
Industry Accounting
Experience
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

Edward Wright II Edward Wright II Greensboro/Winston-Salem, North Carolina Area Details
Edward Wright II's Piedmont Trust Company Experience March 2011 - Present
Job Operations Executive with IT, Financial Services, & Wealth Management Expertise
Industry Financial Services
Experience
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

Susan Gleason Susan Gleason Greensboro, North Carolina Details
Susan Gleason's Piedmont Trust Company Experience August 2014 - Present
Job Chief Operating Officer at Piedmont Trust Company
Industry Financial Services
Experience
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

Richard Yeomans Richard Yeomans Greensboro/Winston-Salem, North Carolina Area Details
Richard Yeomans's Piedmont Trust Company Experience 1993 - June 2015
Job Stay at home husband and family historian
Industry Research
Experience
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

Melaney Martin Melaney Martin Greensboro/Winston-Salem, North Carolina Area Details
Melaney Martin's Piedmont Trust Company Experience October 2013 - Present
Job Associate Analyst at Piedmont Trust Company
Industry Financial Services
Experience
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

Mark Fricke Mark Fricke Greensboro, North Carolina Details
Mark Fricke's Piedmont Trust Company Experience 1986 - 1994
Job CPA / CFP at Delman and Company, CPAs
Industry Accounting
Experience
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

Jennifer McCosley Windsor Jennifer McCosley Windsor Greensboro, North Carolina Details
Jennifer McCosley Windsor's Piedmont Trust Company Experience August 2011 - May 2015
Job CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
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

Blair Cherry Blair Cherry Greensboro/Winston-Salem, North Carolina Area Details
Blair Cherry's Piedmont Trust Company Experience January 2014 - Present
Job Associate, Client Services at Piedmont Trust Company
Industry Financial Services
Experience
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

Beth Vestri Beth Vestri Greensboro, North Carolina Details
Beth Vestri's Piedmont Trust Company Experience December 1997 - October 1998
Job Accounting Professional
Industry Accounting
Experience
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

Tracy Mikuta Tracy Mikuta Greensboro/Winston-Salem, North Carolina Area Details
Tracy Mikuta's Piedmont Trust Company Experience July 2010 - Present
Job Senior Director, Compliance and Training
Industry Accounting
Experience
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

John Simms\​, Jr. John Simms\​, Jr. Greensboro/Winston-Salem, North Carolina Area Details
John Simms\​, Jr.'s Piedmont Trust Company Experience February 2011 - Present
Job Chief Investment Officer at Piedmont Trust Company
Industry Investment Management
Experience
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

Billy Nutt Billy Nutt Greensboro, North Carolina Details
Billy Nutt's Piedmont Trust Company Experience January 2015 - Present
Job Managing Director at Piedmont Trust Company
Industry Financial Services
Experience
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