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Jeffrey Winneberger
Jeffrey Winneberger
Senior Vice President - Wealth Consultant
United States
Jeffrey Winneberger
Summary
Jeffrey Winneberger is a seasoned financial professional with extensive experience in wealth management and banking. Currently serving as a Senior Vice President and Wealth Consultant at First Citizens Bank, he has a strong background in various financial services including asset management, retirement planning, and consumer lending. Jeffrey's career spans over two decades, during which he has held significant roles at notable institutions such as SunTrust and BB&T. His accolades, including multiple top performer awards, reflect his commitment to excellence in client service and financial strategies. With a Bachelor of Science in Finance from Christopher Newport University and further education from Wake Forest University, he combines academic knowledge with practical expertise. Jeffrey is passionate about helping clients navigate their financial journeys and is particularly interested in strategic financial planning and risk management. His leadership experience and adaptability in the financial sector make him a valuable asset in any organization.
Jeffrey Winneberger
Work Experience
Senior Vice President - Wealth Consultant at
First Citizen Bankshares, Inc.
September 2019 - Present
Client Advisor - SunTrust Private Wealth Management at
Truist
July 2016 - September 2019
Fiduciary & Portfolio Management Strategist - BB&T Wealth at
BB&T
July 2015 - June 2016
Private Advisors Regional Director - BB&T Wealth at
BB&T
September 2011 - July 2015
Private Wealth Advisor - BB&T Wealth at
BB&T
December 2005 - September 2011
Financial Center Leader at
BB&T
January 2003 - December 2005
Relationship Banker at
BB&T
April 2002 - January 2003
Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
January 2000 - January 2001
Investment Representative at
Jones Financial Companies
January 2001 - January 2001
Marketing Associate at
Franklin Templeton Investments
January 1999 - January 2000
Jeffrey Winneberger
Education
January 2006 - January 2008
Christopher Newport University, Bachelor Of Science (Bs)
January 1996 - January 1999
January 2015
Frequently Asked Questions about Jeffrey Winneberger
What is Jeffrey Winneberger email address?
Jeffrey Winneberger's primary email address is *******************@firstcitizens.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Jeffrey Winneberger graduated from?
Jeffrey Winneberger holds a degree in from Wake Forest University.
How can I directly contact Jeffrey Winneberger?
To contact Jeffrey Winneberger directly, you can use the email address *******************@firstcitizens.com. Complete contact information is available upon registration with Muraena.
Who is Jeffrey Winneberger?
Jeffrey Winneberger is a seasoned financial professional with extensive experience in wealth management and banking. Currently serving as a Senior Vice President and Wealth Consultant at First Citizens Bank, he has a strong background in various financial services including asset management, retirement planning, and consumer lending. Jeffrey's career spans over two decades, during which he has held significant roles at notable institutions such as SunTrust and BB&T. His accolades, including multiple top performer awards, reflect his commitment to excellence in client service and financial strategies. With a Bachelor of Science in Finance from Christopher Newport University and further education from Wake Forest University, he combines academic knowledge with practical expertise. Jeffrey is passionate about helping clients navigate their financial journeys and is particularly interested in strategic financial planning and risk management. His leadership experience and adaptability in the financial sector make him a valuable asset in any organization.
Jeffrey`s contact details
*******************@firstcitizens.com
************@netscape.net