Will Moody

Financial Advisor at CAPTRUST

Role
Vice President Financial Advisor at CAPTRUST
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Will Moody

Financial advisor with CAPTRUST. I serve individuals, families and endowments & …

Experience

  1. Vice President Financial Advisor

    CAPTRUST

    Oct 2021 — Present · Charlotte, NC, US

Skills

  • Customer Service
  • Marketing
  • Microsoft Office
  • Event Planning
  • Powerpoint
  • Microsoft Excel
  • Microsoft Word
  • Microsoft Powerpoint
  • Fundraising
  • Data Analysis
  • Accounting
  • Management
  • Leadership
  • Social Networking
  • Social Media
  • Public Speaking

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Will Moody — Vice President Financial Advisor at CAPTRUST in Charlotte, NC, US | Unifers