Name variants:
Winfrid Boyce,
Win Boyce,
Winnie Boyce,
Winny Boyce,
Fred Boyce,
Freddie Boyce,
Freddy Boyce
Last updated Jun 25, 2024
Contact Information
Last Update
Jul 10, 2022
Email
bo**@gmail.com, wb**@yahoo.com
Location
Atlanta, GA
Company
Workplace
Vice President - Financial Advisor
Redwood City, CA
Industry
Financial Services, Investor
Colleagues
Work History
Vice President - Financial Advisor
726 Main St, Redwood City, CA 94063
from Jun 2017
Assistant Vice President - Financial Solutions Advisor
100 north Tryon St, Charlotte, NC 28202
Apr 2014 — May 2017
Premier Banker
303 Peachtree St, Atlanta, GA 30308
experience through the development and management of a defined portfolio of mass affluent clients (Mass affluent segment defined as clients with total investable assets of $250K - $1M) Facil...
Jul 2013 — Jan 2014
Financial Advisor
12555 Manchester Rd St, Louis, MO
Increased households and AUM year over year through face to face prospecting, seminars, focused call sessions, and referrals Managed an office with over 200 households and $10 million in ass...
Sep 2010 — Jul 2013
Licensed Personal Banker
420 Montgomery St, San Francisco, CA 94129
Consistently led my region as the top producing banker in loan, deposit, and investment production Established long-term advisory relationships with clients by understanding their existing a...
Feb 2007 — Sep 2010
Associate Director, Financial Wellness
3903 north Elm St SUITE 200, Greensboro, NC 27406
Education
Occupations
Executive
Deputy Director
Vice President
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Assistant Vice President
Solutions Advisor
Deputy Manager
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Investment Advisory
Retirement Planning
Business Analysis
Financial Modeling
Forecasting
Financial Analysis
Microsoft Excel
Portfolio Optimization
Strategic Financial Planning
Process Improvement
Lean Six Sigma
Value Stream Mapping
Risk Management
Public Speaking
Series 6
Financial Advisory
Wealth Management
Retirement
Series 63
Estate Planning
Fixed Annuities
Banking
Hold Series 7
Vlookup
Pivot Tables
Microsoft Sql Server
Microsoft Powerpoint
Hyperion
FAQs about Winfred G Boyce
What is the main profession of Winfred G Boyce?
Winfred G Boyce is a Associate Director, Financial Wellness.
What jobs is Winfred proficient at at?
Winfred is proficient at Executive and Deputy Director jobs.
Where does Winfred G Boyce currently live?
Atlanta, Georgia is the place where Winfred G Boyce currently lives
Does the expert have the email address?
bo**@gmail.com and wb**@yahoo.com is The professional's email address.
Where did Winfred G Boyce work?
This expert worked at Personal Capital, Bank of America Merrill Lynch.
What education does Winfred G Boyce have?
Winfred studied at the Mercer University to 2017.
What languages does Winfred G Boyce speak?
Winfred G Boyce speaks English and German.
Are there any industries Winfred G Boyce is connected to?
This professional works in Financial Services industry.