• Wealth Advisor

    Truist (Charlotte, NC)
    …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects *… more
    Truist (07/12/25)
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  • Private Client Relationship Manager

    First Horizon Bank (Greensboro, NC)
    …retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to ... cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects +… more
    First Horizon Bank (06/21/25)
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  • Oracle Implementation Senior TTC

    Deloitte (Raleigh, NC)
    …activities. + Business Development: Develop and maintain contacts, organize and lead pursuit teams; contribute to business development. The Team At Deloitte ... opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk , provision and compliance. Learn more about Deloitte Tax Technology Consulting… more
    Deloitte (06/20/25)
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