James D.
Wealth Support Specialist II at Truist Wealth
- Role
- Wealth Support Specialist Ii at Truist Wealth
- Location
- Winston-Salem, NC, US
- LinkedIn followers
- 500 followers
About James D.
Experienced Commerical Mortgage Loan Administrator with a demonstrated history of working in the financial services industry. Skilled in Nonprofit Organizations, Negotiation, Pipeline Management, Problem Solving, Risk Mitigation and Communication. Strong sales professional with an Associate of Arts and Sciences (AAS) focused in Paralegal Studies from Frederick Community College.
Experience
Wealth Support Specialist Ii
Jul 2024 — Present · Winston-Salem, NC, US
Providing client and advisor support to a team of Wealth advisors managing a portfolio of high net-worth clients. Working closely with a designated advisory team to meet the needs and objectives of the client. Serving as the primary point of intake for a majority of requests from advisors and clients, playing a key front-office role in interfacing with clients. Providing assistance in workload management, and triage and delegating or processing client and advisor operational requests as needed.
Education
Frederick Community College
Associate of Arts and Sciences (AAS), Paralegal Studies
2009 — 2014
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.