Amy Thomas
Sr. Wealth Strategist at First Citizens Bank
- Role
- Sr Wealth Strategist at First Citizens Bank
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Amy Thomas
I’m a Wealth Management Sr. Strategist with a Trust background. I partner with our brand and digital marketing teams to provide educational resources to investors and teams. I also produce internal and external communication strategies, including production of our Making Sense market and economic series.Skilled in Sales Strategy, Retirement Plans, Corporate Trusts, Philanthropic and Charitable Trusts, Legal Writing, and Estate Planning. Financial service professional with a Bachelor of Arts (B.A.) from University of North Carolina at Wilmington.
Experience
Sr Wealth Strategist
Apr 2022 — Present · Raleigh, NC, US
Education
University of North Carolina Wilmington
Bachelor of Arts (B.A.), Sociology and Criminology
2006 — 2010
Skills
- Estate Planning
- Erisa
- Wealth Management Services
- Legal Documents
- Legal Research
- 401(K) Retirement Savings Plans
- Dol
- Legal Writing
- Qualified Retirement Plans
- File Management
- Document Drafting
- Document Review
- Client Relations Skills
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