First Citizens Bank

18 Private Bankers

  • VP & ASST SEC, Private Banker
    Mobile Phone
    phone
    10865 Haynes Bridge Rd.
    Alpharetta, GA 30022
    US
    Areas Served
    Metro Atlanta and North Georgia
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Bachelor's Degree in Business Management, Kennesaw State University
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
  • Private Banker, VP & ASST SEC
    Mobile Phone
    phone
    1212 Main St
    Columbia, SC 29201
    US
    Areas Served
    Greater Columbia, SC
    Lexington, SC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Licenses & Registrations
    Series 6 – Investment Company and Variable Contracts Products Representative Exam FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 66 - Uniform Combined State Law Exam
    Education
    B.S. in Retail, University of South Carolina
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    1212 Main Street
    Columbia, SC 29201
    US
    Areas Served
    South Carolina
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Clemson University- Political Science/Communication Studies
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 66 - Uniform Combined State Law Exam
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    128 S Tryon Street
    Charlotte, NC 28202
    US
    Areas Served
    Charlotte, North Carolina, South Carolina
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Appalachian State University, Marketing Major, CFP
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Private Banker I, VP & ASST SEC
    128 S. Tryon St.
    Charlotte, NC 28202
    US
    Areas Served
    Metro Charlotte, NC
    Upstate SC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Boston University- Masters Degree Banking and Financial Services Management Appalachian State University- Bachelors Degree- International Business/GermanChartered Retirement Planning Counselor (CRPC)"
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 6 – Investment Company and Variable Contracts
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    1414 West Northwood Street
    Greensboro, NC 27408
    US
    Areas Served
    Piedmont Triad
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education
    Bachelor's in English, University of North Carolina at Charlotte
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam NC Life Insurance License
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    152 East Bay Street
    Charleston, SC 29401
    US
    Areas Served
    Charleston, South Carolina
    Grand Strand
    Savannah, GA
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    University of South Carolina - B.S. Accounting (2002), University of Massachusetts M.B.A. (2014)
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    2106 Hendersonville Rd
    Arden, NC 28704
    US
    Areas Served
    Western North Carolina
    Focus Areas
    Customized Lending
    Debt Management
    Personal Banking Solutions
    Education & Certifications
    Studies in business administration, Economics and Accounting
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam, FINRA Series 66 - Uniform Combined State Law Exam
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    28641 Marguerite Pkwy
    Mission Viejo, CA 92692
    US
    Areas Served
    Southern California
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
    Education
    California State University, Fullerton - Criminal Justice
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    325 West McBee Avenue
    Greenville, SC 29601
    US
    Areas Served
    Upstate of South Carolina, Greenville Spartanburg and Anderson
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Southern Wesleyan College - Business Administration, University of South Carolina School of Banking
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam
  • Private Banker, VP & ASST SEC
    Mobile Phone
    phone
    3300 Cumberland Blvd SE
    Atlanta, GA 30339
    US
    Areas Served
    Georgia
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    Auburn University, Harbert College of Business, Bachelor of Science in Business Administration, Major Finance
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
  • Private Banker
    Mobile Phone
    phone
    3580 Carmel Mountain Rd.
    Ste 160
    San Diego, CA 92130
    US
    Areas Served
    San Diego County
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam FINRA Series 6 – Investment Company and Variable Contracts Products Representative Exam
  • Private Banker II, SVP & ASST SEC
    Mobile Phone
    phone
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Areas Served
    Piedmont
    Triad Triangle
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Personal Banking Solutions
    Education & Certifications
    North Carolina State University, Business - BA
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined Sate Law Exam
  • Private Banker II, VP & ASST SEC
    Mobile Phone
    phone
    4300 Six Forks Road
    Raleigh, NC 27609
    US
    Areas Served
    Triangle Area, NC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    North Carolina Central University - Bachelor of Art and Bachelor or Science
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 66 - Uniform Combined State Law Exam
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    440 South College Road
    Wilmington, NC 28403
    US
    Areas Served
    Southeastern NC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    East Carolina University, Bachelor Of Science - BS, Business Finance.
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 66 - Uniform Combined State Law Exam
  • Private Banker, VP & ASST SEC
    Mobile Phone
    phone
    440 South College Road
    Wilmington, NC 28403
    US
    Areas Served
    Southeastern NC
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam
  • Private Banker, SVP & ASST SEC
    Mobile Phone
    phone
    6800 Paragon Pl
    Suite 115
    Richmond, VA 23230
    US
    Areas Served
    Maryland
    Virginia
    Washington D.C.
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    B.S. Finance, Virginia Polytechnic Institute and State University Certified Financial Planner (CFP®) RMA Commercial Lending School
    Licenses & Registrations
    FINRA Series 7 – General Securities Representative Exam
  • Private Banker
    Mobile Phone
    phone
    9465 Wilshire Blvd.
    Suite 800
    Beverly Hills, CA 90212
    US
    Areas Served
    Los Angeles County
    Focus Areas
    Customized Lending
    Personal Banking Solutions
    Education & Certifications
    MBA, Alliant International University BS in International Business Administration, Alliant International University
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