Bill Stokes
Senior Vice President, Wealth Management Fiduciary Segment Manager at Wells Fargo
- Role
- Senior Vice President, Wealth Management Fiduciary Segment Manager at Wells Fargo
- Location
- Winston-Salem, NC, US
- LinkedIn followers
- 500 followers
About Bill Stokes
Strong blend of skills in Trust Team Leadership, Trust Administration, Trust Risk and Compliance, Trust Support Leadership, Strategic Planning and Implementation, Client Service Leadership, Client Service Coaching, Team Building, Sales Incentive programs, Sales Leadership, Sales Management, Client Acquisition, Training, Presentation Development and Delivery, Project Management, Staff Development, Marketing, Product Development, and Community Support.Specialties: Achieved Certified Trust Financial Advisor (CTFA) in 2003; Certified Business Continuity Coordinator. Responsible for identifying process, equipment, service and product risk; creating and implementing plan for disaster recovery; Current President, Piedmont Triad Chapter, Wells Fargo Volunteers
Experience
Senior Vice President, Wealth Management Fiduciary Segment Manager
Mar 2018 — Present · Greensboro/Winston-Salem, NC, US
Education
University of Tennessee, Knoxville
BA, Communications
1981 — 1985
Skills
- Financial Services
- Investments
- Coaching
- Leadership
- Banking
- Risk Management
- Management
- Strategic Planning
- Wealth Management Services
- Sales Management
- Portfolio Management
- Strategy
- Budgets
- Customer Service
- Recruiting
- Sales
- Wealth Management
- Relationship Management
- Project Management
- Training
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