Jay Harris
President & CEO | Piedmont Trust Company, specializing in Trust, Wealth Management and Family Office services
- Role
- President & CEO at Piedmont Trust Company
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
Experience
President & CEO
May 2024 — Present · Greensboro, NC, US
Piedmont Trust Company is a privately owned trust company and wealth management firm successfully serving multi-generational families since 1928. Our multi-family office is centered on investment and wealth management services reserved for legacy minded clients with a minimum of $10 million in investable assets. Our core competencies include: investment advising and consulting; trustee and fiduciary services; estate, trust, and charitable administration; financial, tax, philanthropic and business succession planning; educational programming; and family meeting facilitation.
Education
The University of North Carolina at Chapel Hill
BA, English
1982 — 1986
Skills
- Mortgage Lending
- Commercial Banking
- Leadership
- Finance
- Fha
- Business Development
- Loan Origination
- Loans
- Lines of Credit
- Underwriting
- Small Business
- Strategy
- Banking
- Customer Service
- New Business Development
- Marketing Strategy
- Commercial Lending
- Strategic Planning
- Small Business Lending
- Credit Analysis
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