John Geraghty
Truist Wealth
- Role
- Executive Vice President at Truist
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Executive Vice President
May 2009 — Present · Atlanta, GA, US
Chief Fiduciary Officer and Managing Director of Wealth and Financial Planning. Provides executive oversight to Estate, Investment, Financial Planning and Trust Administration Practices.
Education
Shepherd University
Bachelor of Arts (B.A.)
1980 — 1985
Skills
- Series 63
- Trust Services
- 401k
- Fixed Annuities
- High Net Worth Individuals
- Retirement Planning
- Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Insurance
- Private Banking
- Securities
- Estate Planning
- Pensions
- Credit
- Investment Advisory
- Investments
- Cash Management
- Options
- Financial Planning
- Mortgage Lending
- Credit Analysis
- Fixed Income
- Financial Planners
- Portfolio Management
- Loans
- Relationship Management
- Wealth Management Services
- Wealth
- Financial Risk
- Asset Management
- Commercial Banking
- Investment Management
- Commercial Lending
- Retirement
- Bonds
- Strategic Financial Planning
- Financial Services
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