• Wealth Regional Managing Director

    Truist (Philadelphia, PA)
    …managing portfolios of affluent, high net worth and ultra-high net worth, multi -generational clients and prospects. Execute the delivery and integration of a broad ... region or territory * The role requires significant leadership, sales and relationship management, business development, presentation and ...growth and profitability in the high net worth client segment * Effectively lead the team to work with… more
    Truist (05/17/25)
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  • Business Connect Advisor

    Truist (Philadelphia, PA)
    …on the requisition. Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing ... and follow-up 8. Process more complex transactions that could entail multi -layered business structure, complex deposit and treasury needs, intricate lending… more
    Truist (05/17/25)
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