Natalie Ferretti
- Role
- Advice & Planning Strategic Consultant Iii, Vice President at Truist
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Natalie Ferretti
Financial Planning Strategic Consultant with 12+ years of industry experience offering…
Experience
Advice & Planning Strategic Consultant Iii, Vice President
Jan 2020 — Present · Charlotte, NC
BB & T and SunTrust merged into Truist. I had 9 years at BB & T prior to the merger.) Develops project scope and objectives while ensuring all relevant internal and external stakeholders are included and creates detailed project plan to monitor and track progress to be shared with the head of the Financial Planning group Establishes organization and framework for communication of model changes, initiatives, and other updates between Financial Planning leadership team and 60+ teammates reporting to leadership Works directly with leadership team to perform quantitative and qualitative analyses to evaluate and diagnose business and management decisions across Truist’s Financial Planning Division Creates monthly summary reporting on financial plan quadrant and segmentation for Strategist-led plans seen by Truist’s Executive Management Recommends and implements solutions and strategies based on evaluation results and reporting metrics to improve quality review, client satisfaction, and operational success in coordination with the head of Truist’s Financial Planning Division Creates templates for use with high-net-worth clients to improve overall relationship management Conducts quality reviews and works in collaboration with upper management to identify value-creation opportunities Leverages extensive knowledge of Truist/hBBT internal systems and processes to manage and effectuate change
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