Trust Company of the South
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18 Trust Company of the South employees in database. Find out everything there's to know about Trust Company of the South 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.
Trust Company of the South Employees
Tri-Star Trust Bank October 2014 - Present
Potter Financial Group September 2013 - October 2014
Trust Company of the South August 2012 - September 2013
Frankenmuth Insurance May 2011 - August 2011
Skills
Investment Management, Retirement Planning, Estate Planning, Insurance, Public Speaking, Risk Management, Customer Service, Microsoft Excel, Microsoft Office, Claim, Financial Modeling, Personal Tax Planning, Budgets, Access, Outlook, Microsoft Word, PowerPoint, Analysis, Teamwork, Marketing, Social Media
Education
Campbell University 2012 — 2013
Master of Trust and Wealth Management (MTWM), Trust and Wealth Management
Central Michigan University 2008 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Double Major: Personal Financial Planning and Economics
Trust Company of the South September 2015 - Present
Vancouver Specialty Cedar May 2013 - Present
Earls Kitchen + Bar January 2010 - January 2011
Skills
Time Management, Leadership, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
Queens University of Charlotte 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Trust Company of the South August 2014 - Present
Lambda Chi Alpha - Delta Pi Chapter November 2013 - November 2014
Urban Compass January 2014 - August 2014
Coffee Point Seafoods of Washington June 2014 - July 2014
Elon University April 2012 - May 2014
Lambda Chi Alpha - Delta Pi Chapter October 2012 - November 2013
Excellus BCBS June 2013 - August 2013
Oak Hill Country Club May 2010 - August 2013
ITPC-Corp. June 2012 - January 2013
Christiano Film Group August 2007 - August 2007
Skills
Leadership, Finance, Time Management, Problem Solving, Entrepreneurship, Data Analysis, Customer Service, Microsoft Excel, Access, Microsoft Office, Management, Administrative..., Public Speaking, Social Networking, Event Planning, Research, Marketing, Creative Thinking
Education
Elon University 2011 — 2015
BSBA, Finance, General, Junior
Atlantic Trust March 2014 - Present
Bank of America November 2013 - March 2014
Bank of America October 2010 - November 2013
Bank of America February 2005 - October 2010
Edward Jones 2003 - 2004
Trust Company of the South 2001 - 2003
Merrill Lynch 1998 - 2000
Wachovia Bank 1995 - 1998
Skills
Mutual Funds, Investments, Asset Management, Credit, AML, Securities, Wealth Management, Risk Management, Banking, Portfolio Management, Asset Allocation
Education
Georgia Southern University - College of Business Administration
Bachelor's Degree, Finance, General
Georgia Southern University
Bachelor's Degree, History
Statesboro High School
Rabo AgriFinance August 2013 - Present
Southern Tide September 2011 - Present
Wells Fargo July 2012 - July 2013
Wells Fargo Bank December 2008 - June 2012
Cape Fear Farm Credit June 2007 - December 2008
Cape Fear Farm Credit, ACA April 2007 - June 2007
Trust Company of the South June 2006 - April 2007
Jackson Hewitt Tax January 2006 - April 2006
National City Bank May 2005 - August 2005
Skills
Wealth Management, Investments, Banking, Strategic Financial..., Estate Planning, Microsoft Excel, Financial Analysis, Loans, Risk Management, Credit, Retirement Planning, Portfolio Management, Commercial Lending, Microsoft Word, PowerPoint, Microsoft Office, Financial Modeling, Commercial Banking, Accounting, Analysis
Education
Campbell University 2002 — 2007
BBA, MBA, Trust and Investment Management, Financial Planning, Finance
Western Harnett High School
Western Harnett High School
Trust Company of the South February 2015 - Present
Campbell University August 2014 - Present
Hendrick Automotive Group July 2014 - Present
Lowes Foods January 2010 - June 2014
Skills
Customer Service, Microsoft Excel, Microsoft Word, Leadership, Time Management, Teamwork, Research
Education
Campbell University 2012 — 2016
Bachelor's Degree, Trust and Wealth Management, Current GPA: 3.174, Major GPA: 3.50.
Holly Springs High School 2008 — 2012
High School Diploma, College Prep Track
Trust Company of the South January 2015 - Present
Pesta, Finnie & Associates March 2010 - January 2015
Celgard May 2008 - November 2009
CELGARD November 2008 - October 2009
Skills
Accounting, Tax, Tax Preparation, Financial Reporting, Microsoft Excel, Microsoft Office
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
Accounting
University of North Carolina at Wilmington 2005 — 2006
Accounting
KPMG US January 2015 - Present
PricewaterhouseCoopers, LLP September 2012 - October 2014
Trust Company of the South June 2011 - May 2012
Malco Products June 2010 - August 2010
General Nutrition Center May 2009 - August 2009
Skills
Accounting, Sales, Marketing, Financial Analysis, Auditing, Financial Modeling, Financial Reporting, Microsoft Excel, Internal Controls, Financial Accounting, GAAP, US GAAP, SEC filings, PowerPoint, Microsoft Office, Microsoft Word, SOX 404, Broker-Dealer, Real Estate
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
B.S., Bachelor of Science, Accounting
Synthes December 2013 - Present
Aerotek Professional Services September 2010 - October 2013
Trust Company of the South January 2010 - June 2010
Northwestern Mutual May 2009 - September 2009
Fenton Art Glass 2004 - 2008
Skills
Healthcare, Recruiting, Insurance, Managed Care, Hospitals, Management, Applicant Tracking..., Customer Service, Talent Acquisition, Staffing Services, Account Management, Salesforce.com, Sourcing, Contract Negotiation, Cold Calling, Building Relationships, Healthcare Industry, Direct Sales, Coaching, Sales Operations, CRM, Vendor Management, New Business Development, Staff Augmentation, Networking, Leadership
Education
Elon University 2006 — 2010
BS, Business Administration, Finance Concentration
Prudential Financial January 2015 - Present
Transamerica Retirement Solutions 2008 - January 2015
GenSpring Family Offices 2007 - 2008
AllianceBernstein 2001 - 2007
Trusco Capital Management 1997 - 2001
Synovus Trust Company 1993 - 1997
Trust Company of the South 1990 - 1993
Skills
Investments, Financial Services, Retirement Planning, Strategy, Leadership, 401k, Business Planning, New Business Development, Mutual Funds, Retirement Plan..., Series 63, Retirement, Asset Allocation, Wealth Management, Sales, Sales Management, Investment Management, Series 65, Pensions, Investment Advisory, Alternative Investments, Defined Benefit, Business Strategy, Financial Advisory, ERISA, Defined Contribution, Qualified Retirement...
Education
Trinity College-Hartford
BA, Economics
Trinity College-Hartford
MA Economics
Cambridge Associates August 2014 - Present
Trust Company of the South April 2013 - May 2014
CBS Sports June 2012 - June 2012
Skills
Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Outlook, Marketing, Process Scheduler, Photoshop, Sales
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science, International Business, 3.472
The Gunnery, Private College Preparatory School 2006 — 2010
Washington Montessori School 2000 — 2006
General Studies, Elementary School - Middle School
East Tennessee Foundation May 2015 - September 2015
Queens University of Charlotte January 2014 - April 2015
Trust Company of the South August 2013 - April 2015
Wells Fargo Securities June 2014 - August 2014
Tween Brands July 2011 - January 2014
Modern Supply Company September 2010 - January 2011
Skills
Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, HTML, English, Windows, Fundraising
Education
University of Tennessee-Knoxville 2015 — 2016
Master of Accountancy, Taxation
Queens University of Charlotte 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
École Supérieure des Sciences Commerciales d’Angers (ESSCA) 2013 — 2013
Summer Business Program - Paris
Park Hudson June 2015 - Present
Trust Company of the South January 2015 - May 2015
GoGORILLA Media May 2014 - August 2014
VPNE Parking Solutions June 2012 - August 2014
Madison Earthcare Landscaping June 2011 - August 2011
Ralph Lauren September 2009 - April 2010
Skills
Customer Satisfaction, Customer Service, Research, Time Management, Entrepreneurship, Marketing, Microsoft Office, Management, Sales, Teamwork, Inventory Management, Leadership, Social Networking, Retail, Data Entry, Microsoft Excel
Education
Elon University 2011 — 2015
Bachelor's degree, Entrepreneurship & Finance, Minor: Accounting, 3.5
Daniel Hand High School 2008 — 2011
High School Diploma, 3.3
Trust Company of the South January 2008 - Present
McColl Partners December 2006 - January 2008
TIAA-CREF April 2002 - November 2006
TIAA-CREF February 1998 - June 1999
Portfolio Management Consultants February 1996 - March 1998
Lincoln Trust Company June 1993 - February 1996
Skills
Mergers & Acquisitions, Strategy, Investments, Wealth Management, Securities, Retirement Planning, Finance, Insurance, Asset Management, Investment Advisory, Relationship Management, Alternative Investments, Portfolio Management, Financial Planning, Mutual Funds, Asset Allocation, Financial Advisory, Wealth, Financial Services, High Net Worth..., Investment Strategies, Management, Fixed Annuities, Retirement, Marketing, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Finance, General
Saint Mary's College 1989 — 1993
Bachelor's degree, Counseling Psychology
Trust Company of the South July 2010 - Present
Trust Company of the South January 2008 - June 2010
Amundi Smith Breeden December 2006 - December 2007
Amundi Smith Breeden December 2002 - November 2006
PricewaterhouseCoopers February 2002 - December 2002
Education
Saint Bonaventure University 1997 — 2001
BBA, Finance
Credit Suisse April 2012 - Present
Credit Suisse November 2009 - May 2012
Trust Company of the South September 2009 - December 2009
ideaLaunch.com 2009 - 2009
LifeTips, Inc. and IdeaLaunch.com 2009 - 2009
ProMutual Group 2005 - 2005
Skills
Market Research, Social Media, Marketing, R, Data Analysis, Corporate Governance, Microsoft Office, SDLC
Education
Elon University 2004 — 2008
Business Administration, Marketing and Finance
Westford Academy 2004 — 2008
High School
Abbot
Abbot
Fannie Mae May 2015 - Present
Fannie Mae October 2012 - May 2015
Cambridge Associates June 2008 - October 2012
Trust Company of the South September 2006 - May 2008
Skills
Leadership, Investments, Microsoft Office, Process Improvement, Minitab, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Elon University 2004 — 2008
Bachelors, Business Administration: Finance