• Wealth Advisor

    Truist (Charlotte, NC)
    …advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
    Truist (07/12/25)
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  • Sports & Entertainment Group Corporate…

    Truist (Charlotte, NC)
    …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
    Truist (07/29/25)
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  • Sr. Audit Manager- Wealth Management

    City National Bank (Raleigh, NC)
    …to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant ... Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory , Broker/Dealer, Investment Banking activities for CNB's Capital Markets,… more
    City National Bank (05/28/25)
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  • Private Client Relationship Manager

    First Horizon Bank (Greensboro, NC)
    …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
    First Horizon Bank (06/21/25)
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