D. Isaac Buck
Foundations and Endowments Specialty Practice Client Manager
- Role
- Foundations & Endowments Specialty Practice Client Manager at Truist
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About D. Isaac Buck
Experienced Relationship Management with a demonstrated history of working in the…
Experience
Foundations & Endowments Specialty Practice Client Manager
Dec 2019 — Present · US
Skills
- Microsoft Office
- Sales
- Financial Analysis
- Training
- Finance
- Investments
- Financial Services
- Crm
- Customer Service
- Outlook
- Data Analysis
- Portfolio Management
- Analysis
- Microsoft Excel
- Powerpoint
- Market Research
- Retirement Planning
- Wealth Management
- Leadership
- Public Speaking
- Team Building
- Management
- Microsoft Word
- Banking
- Mutual Funds
- Marketing
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