• Wealth Regional Managing Director

    Truist (Greenville, SC)
    …marketing efforts of the team * Ensure that the unit works within the existing audit , compliance and regulatory framework in order to ensure a high quality, ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
    Truist (09/26/24)
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  • Wealth Advisor III

    Truist (Charleston, SC)
    …* Maintain appropriate legal, operating and regulatory controls to manage risk and compliance . Works within the existing audit , compliance and regulatory ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
    Truist (09/28/24)
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