- Truist (Mclean, VA)
- …following job description:** Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens relationships through proactive financial ... consulting for all clients. Typically manages a portfolio of Medical physicans with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more… more
- Truist (Laurel, MD)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... with banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years' experience in… more