Jeff B.

Vice President of Wealth Management @Trust Company Of North Carolina Tcnc

Cary, NC, US

Spearhead the management, evaluation, and monitoring of investment portfolios for trust and investment clients, leveraging deep expertise in investment strategies and risk management to achieve tailored financial objectives-Collaborate closely with clients to deliver customized solutions and ensure alignment with their needs and risk tolerances-Manage, evaluate, and monitor investment portfolios for a diverse client base, ensuring compliance with account objectives and optimizing performance to meet financial goals-Engage with prospective clients to discuss financial objectives, presenting tailored investmentsolutions to build trust and expand client relationships-Establish and implement individualized investment objectives, customizing strategies to align witheach client’s unique financial goals and risk tolerances-Communicate portfolio performance results and deliver presentations on market trends, products,and strategies, enhancing client understanding and confidence-Conduct ongoing reviews, analyses, and restructuring of client portfolios to maintain alignment with account objectives, adapting to evolving client needs and market conditions.

Liberty University

Masters of Business Administration, Banking, Corporate, Finance, and Securities Law