Rob Ragsdale

Rob Ragsdale

Head of Institutional Relationships and Raleigh Wealth Management, Partner
Raleigh, North Carolina, United States

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Work Experience

Balentine

Head of Institutional Relationships and Raleigh Wealth Management, Partner

2022-07-01 - Present

Franklin Street Partners

Associate

2003-01-01 - 2011-03-01

Trident Financial Corp./Trident Securities, Inc.

Associate

2000-01-01 - 2002-01-01

First Union National Bank

Analyst - Investment Banking

1998-06-01 - 2000-06-01

Skills

investment management asset allocation financial planning private capital entrepreneurs risk management business owners wealth management business advisory

Languages

English