Melissa Matney
Head of Institutional Broker Dealer Service Delivery
- Role
- Head of Institutional Broker Dealer Service Delivery at Truist Securities
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Experience
Head of Institutional Broker Dealer Service Delivery
Sep 2025 — Present
Skills
- Series 7
- Relationship Management
- Series 63
- Securities
- Bonds
- Operational Risk
- Equity Trading
- Finance
- Sweep Accounts
- Trading
- Investment Banking
- Financial Risk
- Asset Management
- Private Banking
- Settlement
- Wealth Management
- Portfolio Management
- Cross Selling
- Deposits
- Treasury Management
- Financial Services
- Customer Service
- Fixed Income
- Microsoft Office
- Aml
- Banking
- Mutual Funds
- Cash Management
- Derivatives Trading
- Fx Options
- Money Market
- Retail Banking
- Operational Risk Management
- Branch Banking
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