Kathryn Mccready Wallace is a skilled professional, who works in Bb&T main office of which is in 94. as a Svp, Wealth Regional Director With Bb and T Wealth Division from 2019. This expert has earned professional experience in more than four positions at different companies. Kathryn Mccready Wallace went to the Temple University and got education from 1997 to 1999. This expert has such qualifications as Series 7, 66, 24, 27, 53 and Pa & Nj Life and Health Insurance. Philadelphia, Pennsylvania is the city, where this expert was known to be situated. Kathryn Mccready Wallace's email address and phone can be accessed through this website on demand.
Name variants:
Katherine Wallace
Last updated May 30, 2024
Contact Information
Last Update
Jul 7, 2022
Location
Philadelphia, PA
Company
Bb&T
Workplace
Svp, Wealth Regional Director With Bb and T Wealth Division
Work History
Svp, Wealth Regional Director With Bb and T Wealth Division
200 west 2Nd St, Winston Salem, NC 27101
from Jan 2019
Svp, Private Advisor Regional Director With Bb and T Wealth Division
200 west 2Nd St, Winston Salem, NC 27101
Aug 2015 — Jan 2019
Svp, Chief Administrative Officer and Deputy Director of Wealth Management Sales
Jan 2014 — Aug 2015
Senior Vice President of Operations and Client Services
Apr 2002 — Jan 2014
Education
1997 — 1999
1995 — 1997
Occupations
Executive
Region Manager
Accountant
Finance and Accounting Specialist
Advisor
Area Manager
Managers
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Asset Management
Equities
Portfolio Management
Wealth Management
Financial Analysis
Mergers and Acquisitions
Strategic Planning
Marketing
Project Management
Risk Management
Management
Leadership
Strategic Financial Planning
Asset Managment
Investment Advisory
Financial Planning
New Business Development
Finance
Financial Services
Team Building
Wealth Management Sales
Sales Management
Banking
Sales
Series 7
Brokerage
Compliance
Operations Management
Office Administration
Sarbanes Oxley
Staff Supervision
Internal Controls
Business Process Improvement
It Audit
Credit
Loans
Credit Analysis
Securities
Strategy
FAQs about Kathryn Mccready Wallace
What's the main profession of Kathryn Mccready Wallace?
Kathryn is a Svp, Wealth Regional Director With Bb and T Wealth Division.
What jobs is Kathryn a professional at?
Kathryn is proficient at such jobs as Executive and Region Manager.
Where does Kathryn Mccready Wallace live?
Philadelphia, Pennsylvania is the place where Kathryn Mccready Wallace lives
Where did Kathryn Mccready Wallace work?
Kathryn Mccready Wallace worked at Bb&T, Bb&T.
Where has Kathryn Mccready Wallace studied?
Kathryn studied at the Temple University from 1997 to 1999.
Are there any professional certifications, that Kathryn Mccready Wallace has?
The professional received the following certifications: Series 7, 66, 24, 27, 53 and Pa & Nj Life and Health Insurance.
What is the industry that Kathryn Mccready Wallace worked in?
This professional works in Financial Services industry.
What are professional skills of Kathryn Mccready Wallace?
This person has the following skills: Investments, Asset Management, Equities, Portfolio Management, Wealth Management, Financial Analysis, Mergers and Acquisitions, and Strategic Planning.