Thomas Deusenbery
Experienced Finance Professional focused on process improvement, financial analysis and risk management.
- Role
- Senior Fiduciary Support Specialist at Truist Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Fiduciary Support Specialist
Feb 2024 — Present · Charlotte, NC, US
Deliver high-touch client service to affluent and sensitive trust clients, supporting Trust Advisors and the broader Wealth team.• Manage day-to-day trust administration, including deposits, distributions, payments, and transfers, while ensuring accuracy and compliance.• Serve as a primary point of contact for client inquiries, providing timely, professional, and solutions-oriented responses.• Contribute to onboarding, training, and special projects to strengthen fiduciary operations and team collaboration.• Maintain detailed client records, monitor account activity, and generate reporting through trust and wealth management systems.
Education
West Virginia University
Bachelors of Science (B.S.), Business Adminstration, International Business Management
2010 — 2014
CIMBA
International Business
Skills
- International Business
- Investments
- Budget Monitoring
- Business Development
- Business Planning
- Program Management
- Strategic Planning
- Strategic Financial Planning
- Microsoft Office
- Travel Planning
- Marketing Strategy
- Business Strategy
- Market Research
- Leadership
- Management
- Global Business Development
- Project Management
- New Business Development
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