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Andy Pulliam, Cfa Email & Phone Number
Director of Portfolio Management, BB and T Wealth Division
at
BB&T
1 work email found
@bbandt.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Portfolio Management, BB and T Wealth Division
Location
Winston-Salem, North Carolina, United States
Company size
Who is Andy Pulliam, Cfa? Overview
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Quick answer
Andy Pulliam, Cfa is listed as Director of Portfolio Management, BB and T Wealth Division at BB&T, a with 13439 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at bbandt.com and a matched LinkedIn profile for Andy Pulliam, Cfa.
Andy Pulliam, Cfa previously worked as Director of Portfolio Management, BB&T Wealth Division at Bb&T and Regional Director of Portfolio Management at Bb&T. Andy Pulliam, Cfa holds Bachelor Of Arts, Economics from University Of North Carolina At Chapel Hill.
Company email context
Email format at BB&T
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*@bbandt.com
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AeroLeads found 1 current-domain work email signal for Andy Pulliam, Cfa. Compare company email patterns before reaching out.
Profile bio
About Andy Pulliam, Cfa
Experienced, results-oriented investment executive with over sixteen years of demonstrated achievement in team leadership, investment sales, budget oversight, strategic planning, and client relationship management. Direct leadership of the bank-wide Investment Portfolio Manager team, with responsibility for growing and retaining $7+ billion in discretionary assets under management.Specialties: Investment ManagementInvestment process improvementCoaching and leadership skillsInvestment model implementation and measurementStrategic understanding of multiple investment delivery platformsStrategic planning Client relationship management P&L managementCompensation plan design Change managementProductivity measurement and cost structure improvementDemonstrated new business sales success
Listed skills include Portfolio Management, Investments, Wealth Management, Asset Allocation, and 25 others.
Current workplace
Andy Pulliam, Cfa's current company
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Bb&T
5 roles · 16 years
Andy Pulliam, Cfa work experience
A career timeline built from the work history available for this profile.
Director Of Portfolio Management, Bb&T Wealth Division
CurrentDirect responsibility for the leadership, motivation and management of the Wealth Investment Management team that serves the high net-worth client segment. Key performance criteria are client satisfaction and retention, employee satisfaction and retention, and meeting Wealth Division investment asset and revenue growth goals. • Primary leadership role in successful transition and continued delivery of the UMA/Overlay investment platform. • Lead and motivate the Portfolio Management group to achieve excellence in client service, account retention, and investment sales• Recognize market trends and opportunities and organize technical and sales training for the Investment Management team to meet changing client investment needs• Conduct educational events for internal and external referral sources on the capabilities of the BB&T Wealth investment process to drive investment referral opportunities• Assist with the development of new business marketing presentations to educate clients and prospects on the BB&T investment processBB&T Wealth’s successful implementation of the UMA, and its positive impact on BB&T Wealth clients, was covered in multiple financial publications. I was a recipient of BB&T's 2009 "CEO's Innovation Award" for the successful implementation of the UMA platform, and the favorable impact on both Wealth clients and the BB&T Corporation as a whole. I continue to personally manage several of the Divisions key client relationships.
2011 - Present
~15 yrs 6 mos
Regional Director Of Portfolio Management
Direct management of the North Carolina and Tennessee Portfolio Management teams; personally managed over $400 Million in client investment assets; multiple winner of BB&T's "Sterling Performance" award for new business acquisition; winner of BB&T Excellence Award for "outstanding achievement in portfolio management, business development and client servicing."
Aug 2005 - Jun 2008
Portfolio Manager
Manage Trust and Institutional accounts with primary duties new business acquisition, on-going investment relationship management of $300 Million in client assets (security selection and trading, asset allocation, client servicing, portfolio re-balancing)
Jun 2001 - Jun 2005
Credit Analyst
Bb&T
Perform financial analysis on new loan opportunities to evaluate risk / repayment capacity; perform reviews on existing credit relationships with emphasis on early detection of operating risks and/or changes in their operating environment; selected by Senior management to work on constructing the bank-wide loan pricing model
Jul 1994 - Jun 1996
2 education records
Andy Pulliam, Cfa education
Bachelor Of Arts, Economics
University Of North Carolina At Chapel Hill
Mba, Finance, General
Wake Forest University School Of Business
FAQ
Frequently asked questions about Andy Pulliam, Cfa
Quick answers generated from the profile data available on this page.
What company does Andy Pulliam, Cfa work for?
Andy Pulliam, Cfa works for BB&T.
What is Andy Pulliam, Cfa's role at BB&T?
Andy Pulliam, Cfa is listed as Director of Portfolio Management, BB and T Wealth Division at BB&T.
What is Andy Pulliam, Cfa's email address?
AeroLeads has found 1 work email signal at @bbandt.com for Andy Pulliam, Cfa at BB&T.
Where is Andy Pulliam, Cfa based?
Andy Pulliam, Cfa is based in Winston-Salem, North Carolina, United States while working with BB&T.
What companies has Andy Pulliam, Cfa worked for?
Andy Pulliam, Cfa has worked for Bb&T.
How can I contact Andy Pulliam, Cfa?
You can use AeroLeads to view verified contact signals for Andy Pulliam, Cfa at BB&T, including work email, phone, and LinkedIn data when available.
What schools did Andy Pulliam, Cfa attend?
Andy Pulliam, Cfa holds Bachelor Of Arts, Economics from University Of North Carolina At Chapel Hill.
What skills is Andy Pulliam, Cfa known for?
Andy Pulliam, Cfa is listed with skills including Portfolio Management, Investments, Wealth Management, Asset Allocation, Financial Services, Investment Management, Financial Analysis, and Asset Management.
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