• Premier Advisor or Banker

    Truist (College Park, MD)
    …and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more
    Truist (12/26/25)
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  • Premier Region Director

    Truist (Laurel, MD)
    …planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent ... in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist,… more
    Truist (12/03/25)
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