Mark Phelps
Healthcare Treasury Consultant at Truist
- Role
- Senior Vice President - Treasury Consultant - Healthcare at Truist
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Mark Phelps
Through my extensive sales and relationship management experience in the Financial…
Experience
Senior Vice President - Treasury Consultant - Healthcare
Jun 2023 — Present
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor's degree
1994 — 1999
Skills
- Credit
- Financial Analysis
- Financial Advisory
- Fixed Income
- Financial Services
- Relationship Management
- Small Business
- Not for Profit
- New Business Development
- Series 63
- Commercial Banking
- Municipal Bonds
- Sales
- Private Banking
- Fixed Income Portfolio Management
- Treasury Management
- Series 7
- Portfolio Management
- Investments
- Cash Management
- Wealth Management
- Banking
- Risk Management
- Entrepreneurship
- Business Relationship Management
- Finance
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