• Wealth Regional Managing Director

    Truist (Philadelphia, PA)
    …the team's revenues, expanding solutions and products to existing Truist clients, marketing new products, securing new clients and focusing on the Truist Wealth ... implement a team business plan (eg financial, budget, staffing, marketing , calling plan.) that meets the corporation's and Truist...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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