Resumes
Resumes
Emily Dunstan
Emily Dunstan
Senior Vice President, Medical Client Advisor, Medical Specialty Group, Private Wealth Management
Location:
Richmond, VA
Industry:
Financial Services
Work:
Suntrust Bank
Senior Vice President, Medical Client Advisor, Medical Specialty Group, Private Wealth Management Bb&T 2006 - Sep 2018
Vice President, Private Advisor Suntrust Bank 2003 - 2006
Portfolio Specialist
Senior Vice President, Medical Client Advisor, Medical Specialty Group, Private Wealth Management Bb&T 2006 - Sep 2018
Vice President, Private Advisor Suntrust Bank 2003 - 2006
Portfolio Specialist
Education:
Mary Baldwin University 1997 - 2001
Bachelors, Bachelor of Business Administration, Business Management, Accounting Mary Baldwin College
Bachelors, Bachelor of Business Administration, Business Management, Accounting Mary Baldwin College
Skills:
Wealth Planning, Risk Assessment, Managing Debt, Asset Managment, Portfolio Review, Investment Strategies, Retirement Income Strategies, Cash Flow Analysis, Wealth Transfer, Planning For Major Purchases, College Education Planning, Estate Strategies
Certifications:
Series 7
Series 66
Virginia Life, Health & Annuity
Series 66
Virginia Life, Health & Annuity
Emily Dunstan
Emily Dunstan
Location:
Stafford, VA
Industry:
Hospital & Health Care
Auditor At Bank Of America
Location:
Charlotte, North Carolina Area
Industry:
Banking
Experience:
Bank of America (Public Company; 10,001+ employees; BAC; Banking industry): Auditor, (June 2008-Present) Hired into leadership development program to complete four, six-month month rotations through audit divisions mirroring each operating division of the bank.
Recognized by Gen...