Bryce Barrett
Licensed Platform Associate - NCSU Jenkins MBA Student
- Role
- Licensed Platform Associate Registered Representative at First Citizens Wealth
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Bryce Barrett
I obtained my Bachelor’s Degree at North Carolina State University studying within the field of Finance. I interned for two summers at First Citizens Bank, where I obtained my SIE license. My top qualities include my strong work ethic, analytical skills, organizational abilities, and being highly goal oriented. My background includes various amounts of volunteer work, sports, leadership, and involvement within my community. My purpose in life is giving back to the community, creating lasting relationships, and maintaining a healthy lifestyle. Please feel free to look at my resume and my EPACK account as well. https://ncsu-csm.symplicity.com/profiles/bryce.barrett
Experience
Licensed Platform Associate Registered Representative
Dec 2024 — Present · Raleigh, NC, US
Proactively engaging clients to secure appointments, drive revenue, deepen relationships, and generate referrals for financial advisors and mortgage bankers-Overseeing $1 million in client assets while collaborating with financial advisors to assist clients in meeting their long-term financial goals-Supporting consumer and business clients with account openings, wealth discussions, loan generations, and daily account maintenance
Education
Holly Springs High School
High School Diploma
North Carolina State University
Master of Business Administration - MBA
North Carolina State University
Bachelor of Business Administration (BS) concentrated in Finance, Minor in Leadership
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