senior vice president senior portfolio strategist at first citizens bank@ First Citizens Bank
United States
Isaac White, CFP ®
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University of Pittsburgh
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FlashIntel GPTIsaac White, CFP (r) is a highly experienced professional with 12.1 years of work experience in the finance industry. He has worked at First Citizens Bank as a Senior Portfolio Strategist and at Fidelity Investments as a VP, Wealth Planner. Isaac has a strong background in finance and consulting, with expertise in areas such as portfolio strategy, wealth planning, and financial services. He is based in the United States and has a proven track record of providing exceptional financial services to individuals, families, small businesses, and corporations.
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Emails and Phone Numbers
Work Experience
senior vice president senior portfolio strategist at first citizens bank
Senior Portfolio Strategist
Banking
Isaac White, CFP ®'s Professional Milestones
- Senior Portfolio Strategist (2019-08-01~): Developed strong strategies to optimize portfolio performance and drive investment success.
- Vice President Of Wealth Planner (2018-05-01~2019-08-01): Creating personalized financial strategies to enhance investment portfolio and drive sustainable growth.
Education
Serbian
Certification
Colleagues
Joseph Leahy
product owner at first citizens bank equipment finance
Dany Suarez, CSPO ®
Scrum Product Owner
Sanjay Vedula, MBA CSPO® CSM®
Scrum Lead Product Owner
Sebastian Romero
experienced banker and business owner i specialize in consumer finance planning and operating a thriving modern business
Sudhanshu Srivastava
Principal System Analyst | Product Owner | Financial | Foreign Exchange | Trade Finance Domain
Other Named Isaac White, CFP ®
Frequently asked questions
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Isaac White, CFP ®'s social media include: Linkedin,
Isaac White, CFP ® works for First Citizens Bank
Isaac White, CFP ®'s role in First Citizens Bank is senior vice president senior portfolio strategist at first citizens bank
Isaac White, CFP ® works in the industry of Banking
Isaac White, CFP ®'s colleagues are Joseph Leahy,Dany Suarez, CSPO ®,Sanjay Vedula, MBA CSPO® CSM®
Isaac White, CFP ®'s latest job experience is senior vice president senior portfolio strategist at first citizens bank at First Citizens Bank
Isaac White, CFP ®'s latest education in University of Pittsburgh
