Rhiannon Termaat
Wealth Business Analyst Iii - Finra @Truist Wealth
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WORK HISTORY
Wealth Business Analyst Iii - Finra @Truist Wealth
Charlotte, NC, US
I lead strategic initiatives that modernize advisory pricing, strengthen governance, and enhance the platforms that support Truist’s Wealth advisors and clients. My work spans product strategy, operational improvement, and cross-functional program execution, with a focus on driving growth, reducing risk, and improving the advisor experience.
EDUCATION
University of Nebraska-Lincoln
Bachelor of Arts (B.A.)
ICP
Cultural Experience
Metropolitan Community College
Associate of Science - AS
Millard North High School
General Education
Indiana University - Kelley School of Business
Master of Business Administration - MBA
ABOUT RHIANNON TERMAAT
I’m an AVP and Wealth Business Analyst at Truist focused on pricing modernization, advisory product strategy, and platform enhancements that drive growth and improve the advisor and client experience. With roots in Agile delivery, regulatory remediation, and large-scale data governance, I bring analytical rigor and strong stakeholder leadership to complex challenges. Today I partner across the business to reduce risk, strengthen governance, and deliver scalable solutions that move the advisory platform forward. I’m also earning my MBA at Indiana University to broaden my strategic leadership capabilities.
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