Henry Batts
Vice President - Financial Advisor & Trust Officer
- Role
- Vice President - Financial Advisor & Trust Officer at Colonial Trust Company
- Location
- Columbia, SC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Henry Batts
My mission is to help everyone reach their financial goals, no matter the size of the…
Experience
Vice President - Financial Advisor & Trust Officer
Oct 2021 — Present · Columbia, SC, US
Education
Darla Moore School of Business at the University of South Carolina
Double major in Finance and Marketing, Minor in Psychology
2008 — 2012
Skills
- Insurance
- Term Life Insurance
- Social Media
- Indexed Annuities
- Financial Analysis
- Retirement Planning
- Social Security
- Research
- Series 66
- Series 7
- Government Bonds
- Thomsonone
- Financial Services
- Financial Statements
- Fixed Income Strategies
- Time Management
- Equity Research
- Financial Markets
- Municipal Bonds
- Etfs
- Powerpoint
- Microsoft Excel
- Life Insurance
- Finance
- Microsoft Word
- Market Analysis
- Fixed Annuities
- Public Speaking
- Leadership
- Umbrella Insurance
- Bond Markets
- Health Insurance
- Separately Managed Accounts
- Private Equity
- Investments
- Iras
- Teamwork
- Mutual Funds
- Microsoft Office
- Sales
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