Lisha Castro
Officer, Wealth Senior Support Specialist at Truist Wealth
- Role
- Wealth Senior Support Specialist at Truist Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Lisha Castro
At Truist, my role as a Wealth Support Specialist II harnesses over six years of…
Experience
Wealth Senior Support Specialist
Mar 2025 — Present · Atlanta, GA, US
Lead comprehensive financial planning and portfolio management, integrating insights from commercial and consumer lending to drive personalized solutions aligned with evolving client needs and financial goals.• Support complex financial operations, including liquidity forecasting and balance monitoring, ensuring seamless client experiences across multiple banking partners and payment rails.• Conduct data-driven financial analyses and risk assessments, align underwriting protocols with regulatory standards and leveraging insights to support strategic treasury and banking decisions.• Collaborate cross-functionally with internal teams, banking partners, and external vendors to resolve payment-related escalations, optimize cash movement workflows, and enhance client on/off-ramp experiences.• Provide operational leadership in financial services, mentoring team members and enhancing collective expertise in compliance, commercial lending, and fintech product support.• Drive operational efficiency and compliance, maintaining safeguarding controls, monitoring unapplied funds, and ensuring adherence to financial regulations and industry best practices.
Education
Clayton State University
Bachelor of Business Administration - BBA
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