• Governance & Controls - Senior Risk Advisor

    Truist (Charlotte, NC)
    …in support of Truist Wealth's fiduciary businesses, including Wealth Fiduciary (personal trust ), Institutional Investment Management, and Corporate Trust ... more
    Truist (01/29/25)
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  • Sr. Manager of Personal Fiduciary Services…

    Comerica (Charlotte, NC)
    …ensuring client satisfaction. Operational / Risk Responsibilities * Work closely with trust advisor management team to ensure seamless support and coordination ... more
    Comerica (01/10/25)
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  • Wealth Support Specialist II

    Truist (Charlotte, NC)
    trust , new client on-boarding/welcome program, client servicing and advisor support. 8. Escalate potential at-risk relationships to advisor /regional ... more
    Truist (02/14/25)
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