Kristin Beard
Senior Vice President, Wholesale Director of Content Management
- Role
- Wholesale Director of Content Management at Truist
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Advertising & MarketingView LinkedIn profile
Experience
Wholesale Director of Content Management
Sep 2025 — Present
Education
Queens University of Charlotte
Cartificate, Financial Planning
2000 — 2001
Miami University
B. S. Business Administration and Finance, Finance
1992 — 1996
Skills
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Consultative Selling
- Investment Management
- Coaching
- Business Development
- Wealth Management
- Financial Planning
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