Keith Raymond
- Role
- Sr Vice President Wealth Advisor at Truist
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Experience
Sr Vice President Wealth Advisor
Feb 2021 — Present
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Skills
- Commercial Mortgages
- Mortgage Lending
- Credit
- Underwriting
- Credit Analysis
- Cash Management
- Private Banking
- Management
- Cross Selling
- Retail Banking
- Sales
- Executive Management
- Banking
- Risk Management
- Financial Risk
- Leadership
- New Business Development
- Small Business
- Strategic Financial Planning
- Treasury Services
- Portfolio Management
- Financial Analysis
- Loan Origination
- Coaching
- Branch Management
- Financial Advisory
- Commercial Banking
- Mergers & Acquisitions
- Insurance
- Wealth Management
- Consumer Lending
- Commercial Lending
- Loans
- Mortgage Banking
- Credit Risk
- Sales Management
- Business Development
- Treasury Management
- Lines of Credit
- Relationship Management
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