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@wilmingtontrust.com
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2 phones found area 610 and 267
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LinkedIn matched
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Jeffrey Carson is listed as Investment Advisor at Wilmington Trust at Wilmington Trust, a company with 1636 employees, based in West Chester, Pennsylvania, United States. AeroLeads shows a work email signal at wilmingtontrust.com, phone signal with area code 610, 267, and a matched LinkedIn profile for Jeffrey Carson.
Jeffrey Carson previously worked as Investment Advisor at Wilmington Trust and Senior Relationship Manager at Wells Capital Management. Jeffrey Carson holds Business Administration, Marketing from Bloomsburg University Of Pennsylvania.
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AeroLeads found 1 current-domain work email signal for Jeffrey Carson. Compare company email patterns before reaching out.
Relationship and Portfolio Manager with experience managing and supporting investment portfolios for institutional accounts and providing investment solutions to meet client's needs. A long track record of exceeding client investment objectives through investment management decisions and client service.Specialties: Portfolio management for muncipalities and corporations.
Listed skills include Portfolio Management, Asset Management, Fixed Income, Investments, and 3 others.
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Within the Global Capital Markets Group, support Client Development Officers and Relationship Managers when researching investment solutions for institutional clients. Responsible for supporting Client Development Officers in the sales process with fixed income investment and deposit product solutions.
Responsible for client service/relationship management of separately managed institutional accounts.Provided effective investment solutions according to client goals, provided account reviews and cross-selling of additional Wells Fargo products or services to enhance relationships.Managed 25 institutional relationships, with over $2.0 billion of assets.
Portfolio Manager of separately managed Taxable Fixed Income portfolios. Responsible for the management of 17 relationships, consisting of 38 portfolios with assets of $2.1 billion.Produced customized portfolios based upon the client’s needs and investment policy. Accounts exceeded client investment objectives through suitable duration decisions, sector.
Other employees you can reach at wilmingtontrust.com. View company contacts for 1636 employees →
Ranjini Bose
Colleague at Wilmington TrustHaverford Township, Pennsylvania, United States, United States
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YB
Yolanda Bradley
Colleague at Wilmington TrustGreater Philadelphia, United States
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Andrea Brimmer
Colleague at Wilmington TrustLos Angeles Metropolitan Area, United States
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MI
Michael Imperiale
Colleague at Wilmington TrustGreater Philadelphia, United States
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Thomas Hakala
Colleague at Wilmington TrustEdison, New Jersey, United States, United States
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Samuel Pagano
Colleague at Wilmington TrustGreater Boston, United States
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Charlene Williamson
Colleague at Wilmington TrustWilmington, Delaware, United States, United States
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Sean Jenkins
Colleague at Wilmington TrustOrefield, Pennsylvania, United States, United States
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VK
Vanessa Kalina
Colleague at Wilmington TrustMontchanin, Delaware, United States, United States
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GM
Gwendolyn Mabry
Colleague at Wilmington TrustWilmington, Delaware, United States, United States
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Quick answers generated from the profile data available on this page.
Jeffrey Carson works for Wilmington Trust.
Jeffrey Carson is listed as Investment Advisor at Wilmington Trust at Wilmington Trust.
AeroLeads has found 1 work email signal at @wilmingtontrust.com for Jeffrey Carson at Wilmington Trust.
AeroLeads has found 2 phone signal(s) with area code 610, 267 for Jeffrey Carson at Wilmington Trust.
Jeffrey Carson is based in West Chester, Pennsylvania, United States while working with Wilmington Trust.
Jeffrey Carson has worked for Wilmington Trust, Wells Capital Management, Wachovia Bank/Evergreen Investments, and Blackrock.
Jeffrey Carson's colleagues at Wilmington Trust include Ranjini Bose, Yolanda Bradley, Andrea Brimmer, Michael Imperiale, and Thomas Hakala.
You can use AeroLeads to view verified contact signals for Jeffrey Carson at Wilmington Trust, including work email, phone, and LinkedIn data when available.
Jeffrey Carson holds Business Administration, Marketing from Bloomsburg University Of Pennsylvania.
Jeffrey Carson is listed with skills including Portfolio Management, Asset Management, Fixed Income, Investments, Client Service, Institutional, and Bonds.
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