Top 10 Financial Services Companies in Winston Salem

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Below is the list of Top 10 Financial Services Companies in Winston Salem ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Winston Salem

1. Bb&t

Industry: Financial Services

Location: Winston Salem, North Carolina

Website: bbt.com

Company Founded: 1872

Company Size: 10001+

Company Address: 200 West Second Street, Winston Salem, North Carolina, United States

Bb&t Contact Details

Name Title LinkedIn Phone Email
Joan Dasher Service Center Specialist
Creative Threase A. Baker Member Of The Advisory Board
Abby Turnbull Financial Wellness Consultant
Meg Beaulieu Vice President Mortgage Loan Officer
Brian Cain Small Business Consultant
Leila Norwood Bilingual Bank Teller
Nella Vargas Assistance Vice-president
Requires/Intent and 3557 more Employees
Document Management & E-signature Solutions
Customer Relationship Management (CRM)
and more

2. Piedmont Advantage Credit Union

Industry: Financial Services

Location: Winston Salem, North Carolina

Website: pacu.com

Company Founded: 1949

Company Size: 51-200

Company Address: 3530 Advantage Way, Winston Salem, North Carolina, United States

Piedmont Advantage Credit Union Contact Details

Name Title LinkedIn Phone Email
Dion Williams President And Chief Executive Officer
Cfmp Kim E. Adkins Vice President Of Marketing
Deborah Onyabe Regional Manager Branch And Community Development
Jessica Nichols Teller Customer Service
Requires/Intent
Financial Planning & Retirement Solutions
Employee Training & Workforce Development
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
Credit Rating & Analysis
and more

3. Oakbrook Solutions

Industry: Financial Services

Location: Winston Salem, North Carolina

Website: oakbrooksolutions.com

Company Founded: 2000

Company Size: 51-200

Company Address: 301 North Main Street, Winston Salem, North Carolina, United States

Oakbrook Solutions Contact Details

Name Title LinkedIn Phone Email
Michael Perez Managing Director, Business Transformation Practice
Bill Dailey Senior Business Process Consultant
Ricky Nicks Account Advisor And Consultant
Frank Barone Consultant
Dawn Bays Consultant
John Aucoin Management Consultant
Requires/Intent
Banking & Payment Processing
Debt Collection & Recovery
Automation & Workflow Optimization
and more

4. Allegacy Federal Credit Union

Industry: Financial Services

Location: Winston Salem, North Carolina

Website: allegacyfcu.org

Company Founded: 1967

Company Size: 201-500

Company Address: 1691 Westbrook Plaza Boulevard, Winston Salem, North Carolina, United States

Allegacy Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Kimberly Otey Assistant Vice President Deposit Operations
David Zufelt Mortgage Loan Originator
Teresa Richards Indirect Lending Supervisor
Amy Bellucci Account Manager
Judith Metts Compliance
Clifton Stone Loan Officer At Allegacy Federal Credit Union
Amanda Brackens Vice President Digital Banking
Requires/Intent and 1 more Employees
Financial Auditing & Reporting
Data Analytics & Business Intelligence
Marketing Services
Automation & Workflow Optimization
and more

5. Members Credit Union

Industry: Financial Services

Location: Winston Salem, North Carolina

Website: memcu.com

Company Founded: 1953

Company Size: 51-200

Company Address: 2098 Frontis Plaza Boulevard, Winston Salem, North Carolina, United States

Members Credit Union Contact Details

Name Title LinkedIn Phone Email
Kathy Chartier President And Chief Executive Officer
Kathy Chartier President And Chief Executive Officer
Toni Sober Card Services Specialist
Josie Powell Senior Teller
Requires/Intent
Customer Relationship Management (CRM)
AI-powered Financial Insights
Performance Tracking & KPI Analytics
and more

6. High Risk Installment Loans

Industry: Financial Services

Location: Winston Salem, North Carolina

Website: installmentdiscountcorp.com

Company Size: 51-200

Company Address: P/o Box 3134, Winston Salem, North Carolina, United States

High Risk Installment Loans Contact Details

Name Title LinkedIn Phone Email
Joe Wells Installment Payday Loans
Requires/Intent
HR & Talent Acquisition
ERP For Financial Institutions
Wealth Management
Customer Relationship Management (CRM)
Portfolio Management
and more

7. Peoples Home Equity

Industry: Financial Services

Location: Winston Salem, North Carolina

Website: mtgperfect.com

Company Founded: 2001

Company Size: 11-50

Company Address: 3500 Vest Mill Road, Winston Salem, North Carolina, United States

Peoples Home Equity Contact Details

Name Title LinkedIn Phone Email
Bree Collins Client Relations Coordinator And Mortgage Loan Processor
Requires/Intent
Quality Control & Assurance
Cybersecurity & Data Protection
and more

8. Tax Favored Benefits Inc

Industry: Financial Services

Location: Winston Salem, North Carolina

Company Size: 11-50

Company Address: 511 Shepherd Street, Winston Salem, North Carolina, United States

Tax Favored Benefits Inc Contact Details

Name Title LinkedIn Phone Email
Dee James Regional Manager
Grace Carey Tpa At Tax Favored Benefits Inc
Theresa Agrusa Account Manager
Treniece Richard Retirement Plan Specialist
Tasha Orth Graphic Designer
Requires/Intent
Financial Auditing & Reporting
Sales & Lead Generation Strategy
Employee Training & Workforce Development
and more

Winston Salem Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Joan Dasher Bb&t Service Center Specialist
2 Creative Threase A. Baker Bb&t Member Of The Advisory Board
3 Abby Turnbull Bb&t Financial Wellness Consultant
4 Meg Beaulieu Bb&t Vice President Mortgage Loan Officer
5 Brian Cain Bb&t Small Business Consultant
6 Leila Norwood Bb&t Bilingual Bank Teller
7 Nella Vargas Bb&t Assistance Vice-president
8 Dion Williams Piedmont Advantage Credit Union President And Chief Executive Officer
9 Cfmp Kim E. Adkins Piedmont Advantage Credit Union Vice President Of Marketing
10 Deborah Onyabe Piedmont Advantage Credit Union Regional Manager Branch And Community Development
11 Jessica Nichols Piedmont Advantage Credit Union Teller Customer Service
12 Michael Perez Oakbrook Solutions Managing Director, Business Transformation Practice
13 Bill Dailey Oakbrook Solutions Senior Business Process Consultant
14 Ricky Nicks Oakbrook Solutions Account Advisor And Consultant
15 Frank Barone Oakbrook Solutions Consultant
16 Dawn Bays Oakbrook Solutions Consultant
17 John Aucoin Oakbrook Solutions Management Consultant
18 Kimberly Otey Allegacy Federal Credit Union Assistant Vice President Deposit Operations
19 David Zufelt Allegacy Federal Credit Union Mortgage Loan Originator
20 Teresa Richards Allegacy Federal Credit Union Indirect Lending Supervisor
21 Amy Bellucci Allegacy Federal Credit Union Account Manager
22 Judith Metts Allegacy Federal Credit Union Compliance
23 Clifton Stone Allegacy Federal Credit Union Loan Officer At Allegacy Federal Credit Union
24 Amanda Brackens Allegacy Federal Credit Union Vice President Digital Banking
25 Kathy Chartier Members Credit Union President And Chief Executive Officer
26 Kathy Chartier Members Credit Union President And Chief Executive Officer
27 Toni Sober Members Credit Union Card Services Specialist
28 Josie Powell Members Credit Union Senior Teller
29 Joe Wells High Risk Installment Loans Installment Payday Loans
30 Bree Collins Peoples Home Equity Client Relations Coordinator And Mortgage Loan Processor
31 Dee James Tax Favored Benefits Inc Regional Manager
32 Grace Carey Tax Favored Benefits Inc Tpa At Tax Favored Benefits Inc
33 Theresa Agrusa Tax Favored Benefits Inc Account Manager
34 Treniece Richard Tax Favored Benefits Inc Retirement Plan Specialist
35 Tasha Orth Tax Favored Benefits Inc Graphic Designer