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Jeffrey Winneberger

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Jeffrey Winneberger

Senior Vice President - Wealth Consultant

United States

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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.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jeffrey Winneberger

Work Experience

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Senior Vice President - Wealth Consultant at

First Citizen Bankshares, Inc.

September 2019 - Present

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Client Advisor - SunTrust Private Wealth Management at

Truist

July 2016 - September 2019

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Fiduciary & Portfolio Management Strategist - BB&T Wealth at

BB&T

July 2015 - June 2016

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Private Advisors Regional Director - BB&T Wealth at

BB&T

September 2011 - July 2015

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Private Wealth Advisor - BB&T Wealth at

BB&T

December 2005 - September 2011

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Financial Center Leader at

BB&T

January 2003 - December 2005

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Relationship Banker at

BB&T

April 2002 - January 2003

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Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2000 - January 2001

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Investment Representative at

Jones Financial Companies

January 2001 - January 2001

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Marketing Associate at

Franklin Templeton Investments

January 1999 - January 2000

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Jeffrey Winneberger

Education

Wake Forest University

January 2006 - January 2008

Christopher Newport University, Bachelor Of Science (Bs)

January 1996 - January 1999

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

mail

*******************@firstcitizens.com

************@netscape.net

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