• Wealth Strategist III

    Truist (Mclean, VA)
    …Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients ... is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of complex estate… more
    Truist (04/19/25)
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  • Key Private Bank Senior Fiduciary…

    KeyBank (Seattle, WA)
    …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary solutions, using relationship… more
    KeyBank (04/24/25)
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  • Key Private Bank Sr Fiduciary Strategist

    KeyBank (Columbus, OH)
    …require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established ... deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions,...- Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or… more
    KeyBank (03/20/25)
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