Wat Keys
VP/Financial Advisor at CAPTRUST
- Role
- VP Financial Advisor at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Wat Keys
As a Vice President/Financial Advisor with CAPTRUST, I provide independent advisory…
Experience
VP Financial Advisor
Dec 2014 — Present · Raleigh, NC, US
Education
University of North Carolina at Greensboro
BA
1978 — 1982
Skills
- Fiduciary Services
- Series 7
- Financial Planning
- 401k
- Not for Profit
- Academia
- Retirement
- Mutual Funds
- Pensions
- Securities
- Investments
- Higher Education
- 403 B
- Financial Services
- Charities
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