Ian Faulkner
Client Associate @Rockefeller Capital Management
Signup · Get unlimited contacts
WORK HISTORY
Client Associate @Rockefeller Capital Management
Wilmington, NC, US
I specialize in delivering top-tier operational support, client management, and administrative excellence. I manage the full lifecycle of client accounts — from account opening and maintenance to asset transfers and complex money movement. I also facilitate investment subscriptions, process all cashiering requests, and ensure smooth execution of trades and reporting while supporting the greater wealth management team in Wilmington, NC.
EDUCATION
Purdue University
Bachelor of Arts - BA, Secondary Education and Teaching
ABOUT IAN FAULKNER
I come alive when I get to help people feel seen and known, and try to do that in both my personal and professional endeavors. At home, that means bringing people together around our table for home-cooked meals and genuine conversation. In work, it means showing up with the client\'s needs first and foremost, constantly looking to bring real value and help them meet and exceed their goals. I get joy from being part of a team pulling in the same direction and doing work with excellence. I am experienced in tackling new situations and providing effective solutions and have a strong history as an established builder with a proven track-record for driving growth – both in engaging new individuals as well as strengthening and deepening established relationships. Strong account management, business development, and leadership professional with a Bachelor of Arts from Purdue University.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.