With over a decade of dedicated experience in treasury sales, my expertise lies in propelling revenue growth and managing strategic client relationships at Truist. My mission aligns with our company's commitment to innovative financial solutions, where I leverage my skills in business strategy and financial advisory to deliver impactful results. The diversity of my experience contributes to a broader perspective, enriching our team's dynamic and fostering a culture of excellence.At Truist, my role as SVP Treasury Sales Officer centers on nurturing and expanding our presence across key Southern markets. My responsibilities encompass revenue acceleration, portfolio development, and forging strong ties with clients through customized treasury solutions. Utilizing tools like AvidXchange, I focus on client acquisition and deepening existing relationships, further solidifying our market position through strategic sales leadership and expert financial guidance.
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Relationship ManagerCity National BankCharlotte, Nc, Us -
Svp Treasury Sales OfficerTruist Mar 2018 - May 2024Charlotte, North Carolina -
Vp, Treasury Sales OfficerBank Of America Jun 2013 - Apr 2018Charlotte, North Carolina AreaTreasury Sales Officer (TSO) I am responsible for managing, and aggressively growing, frontline treasury revenue streams across NC, SC, GA and TN of small to large privately held and public real estate entities. Teamed up as needed with Client Managers, FX, Investment, Card, Trade/SCF, Liquidity Product partners and others across the enterprise to drive US and International Treasury Solutions for assigned client base. Focusing on client acquisition and deepening existing relationships through identification of client needs. Accountable for revenue growth, client calling, portfolio development, pricing, responding to RFP/RFIs, build and execute client plans, call preparations and participate in overall treasury presentations as well as provide participation in industry forums. -
AvpBank Of America Jan 2009 - Jun 2013Charlotte, North Carolina AreaTreasury Sales Analyst- Commercial Real Estate -
Business Development ManagerFern Templeton Jul 2007 - Apr 2009Managed daily operations of growing portfolio companies with a focus on revenue and profit growth. Provided leadership on mergers and acquisitions of undervalued organizations. Established the development and evaluations of production deliverables, analysis, presentations, reports and case studies through due diligence on selected acquisition targets. Developed and executed plans to build and maintain prospective investment targets. Identified and captured strategic opportunities to drive sales and market share. Operated with Principals on executive decisions of portfolio companies in numerous industries. Managed activities in the venture capital and private equity industries resulting in a strong network.
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Analyst/ConsultantFern Templeton Jun 2007 - Apr 2009
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Business Development ManagerEttain Group Jun 2007 - Sep 2008 -
TraderWachovia Securities Nov 2005 - Apr 2007Facilitated financial sales growth by trading equities, options, ETF's, mutual funds and money market funds.Analyzed numerous investment instruments in complex option trading and equity securities for portfolio growth.Widely recognized in an instrumental role with management placing 401(k) trades, ESOP trades, DRS trades and training new hires.Promoted into management after first year. Interviewed, hired and trained new employees. Surpassed department goal by twenty percent, ranked in the top five percent of department. Evaluated new client's portfolios and retained ninety eight percent of client base. -
Financial AdvisorMetlife Feb 2003 - Nov 2005Established and maintained relationships with individual clients, small businesses and non-profit organizations including hospitals, high schools, colleges and charities. Built solid records and ensured client retention by providing strategic investment recommendations in financial plans.Developed and implemented sales plans and managed all phases of the sales cycle, from prospecting to close and support. -
Financial AdvisorMerrill Lynch Jan 2001 - Jan 2004Served as a key team member for high net worth clients. Managed over two hundred million dollars in a team of three. Developed client base through networking and seminar marketing. Provided sound financial, insurance and wealth management services to protect client assets and grow net worth of their respective portfolios.
Andy Carson Education Details
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Finance -
Finance -
Hardgrave Military Academy -
Greenbrier East
Frequently Asked Questions about Andy Carson
What company does Andy Carson work for?
Andy Carson works for City National Bank
What is Andy Carson's role at the current company?
Andy Carson's current role is Relationship Manager.
What schools did Andy Carson attend?
Andy Carson attended James Madison University, Queens University Of Charlotte, Hardgrave Military Academy, Greenbrier East.
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Andy Carson
Warner Robins, Ga -
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