Hancock Whitney
Reese Templet is a Senior Investment Portfolio Specialist at Hancock Whitney, with extensive experience in wealth and asset management since February 2020. Responsibilities include evaluating portfolio performance, implementing investment strategies, and executing trades while aligning portfolios with client objectives. Previous roles include Financial Statement Specialist and Financial Planning and Analysis Intern at Raymond James, where skills in portfolio organization and diversification were developed. Education includes a B.S. in Finance with a minor in Accounting from the University of New Orleans, along with data analysis experience as a Student Business and Economic Research Assistant. Reese also served as a Campus Ambassador for the Society of Louisiana CPAs, focusing on student outreach and event coordination.
This person is not in any teams
This person is not in any offices