• Specialty Wealth Regional Managing Director

    Truist (Houston, TX)
    …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... representative for Truist Wealth + Engage and participate in Senior Wealth leadership meetings and decisions, and offer strategic...and Variable insurance licenses. + Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in… more
    Truist (08/28/24)
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  • Wealth Advisor III - Dallas

    Truist (Fort Worth, TX)
    …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge...Microsoft Office software products * Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in… more
    Truist (08/29/24)
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