Denise Sheldon
Senior Vice President at First Citizens Bank | Winston-Salem, North Carolina, United States
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Denise Sheldon serves as the Senior Vice President and Senior Wealth Planning Strategist at First Citizens Bank, where she plays a pivotal role in the Wealth Management Planning team. With a robust background in finance and strategic advisory, Denise is dedicated to delivering client-centered financial solutions that address the complexities of wealth management. Her expertise encompasses advanced planning techniques and business advisory services, making her a trusted partner for high-net-worth individuals and business owners navigating intricate financial landscapes.
At First Citizens Bank, Denise is instrumental in developing proprietary strategies tailored to the unique needs of business owners, ensuring they receive comprehensive support in areas such as treasury management, cash management, and investment strategies. Her leadership in crafting personalized financial plans not only enhances client satisfaction but also drives new business development and fosters long-term relationships.
Prior to her current role, Denise served as the Chief Financial Officer for Novex Innovations, where she was responsible for overseeing finance, accounting, human resources, and procurement functions. Her diverse experience in various finance and accounting roles has equipped her with a deep understanding of the financial industry, enabling her to provide insightful guidance on due diligence and personal finance matters.
In addition to her professional accomplishments, Denise has demonstrated her commitment to community service as the Board Treasurer for YWCA Greater Greensboro, a position she held until the end of 2023. Her multifaceted expertise and dedication to client success make her a key asset to First Citizens Bank and a respected leader in the wealth management sector.
Senior Vice President at First Citizens Bank in January 2023 to Present
Treasurer at YWCA Greensboro in July 2021 to August 2024
Chief Financial Officer at Novex Innovations in March 2021 to January 2023
Chief Financial Officer at Got You Floored in July 2017 to March 2021
Director of Financial Operations at SightLife Surgical in October 2016 to June 2017
Director of Finance at NOVEX INNOVATIONS, LLC in February 2014 to June 2017
Director of Finance at Ocular Systems Inc. in April 2012 to October 2016
Financial Advisor at Stearns Financial Services Group in November 2010 to April 2012
Owner at Gnam Gnam Gelato in January 2009 to January 2010
Financial Consultant at Allegacy Federal Credit Union in May 1998 to February 2009
Stock Broker / Registered Representative at First Union Brokerage in December 1995 to May 1998
Financial Consultant at Interstate Johnson Lane in March 1994 to December 1995
International Customer Service at American Express in January 1989 to January 1995
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Training
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Due Diligence
New Business Development
Project Management
Estate Planning
Accounting
Venture Capital
Securities
Retirement
Financial Planners
Tax
Business Strategy
Customer Service
Budgets
Banking
Asset Management
Financial Accounting
Financial Analysis
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Financial Advisory
Investment Strategies
Lead Generation
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Risk Management
Strategic Financial Planning
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Team Building
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Discover more about First Citizens BankWhat is Denise Sheldon email address?
Email Denise Sheldon at [email protected] and [email protected]. This email is the most updated Denise Sheldon email found in 2026.
What is Denise Sheldon phone number?
Denise Sheldon phone number is +18134203932 and +14409263027.
How to contact Denise Sheldon?
To contact Denise Sheldon send an email to [email protected] or [email protected]. If you want to call Denise Sheldon try calling on +18134203932 and +14409263027. (updated on October 29, 2024)
What company does Denise Sheldon work for?
Denise Sheldon works for First Citizens Bank
What is Denise Sheldon's role at First Citizens Bank?
Denise Sheldon is Senior Vice President
What industry does Denise Sheldon work in?
Denise Sheldon works in the Banking industry.
Denise Sheldon Email Addresses
Denise Sheldon Phone Numbers
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