David (Scott) Stroupe Email and Phone Number

Responsible for the design, development, execution, and management of the Truist Wealth Client Care & Service Support strategy / operating model focused on service and problem resolution across all Wealth banking products / solutions, brokerage, and digital for Truist Wealth clients, advisors, and support staff.

Strategy manager responsible for developing and implementing sales strategies and initiatives across BB&T’s Wealth Management line of business focused on enablement, sales process design/improvement, seller capacity and compliance.

Responsible for developing and designing sales processes focused on optimizing the Small Business phone sales channel through proactive outreach as well as providing Small Business customers access to expertise locally through Remote Video Specialist engagement and referrals.

Responsible for developing and driving strategies to improve profitability and grow the Small Business customer population by influencing executive management in order to gain support for strategic initiatives as well as establishing/maintaining collaborative relationships across various product, channel and analytics partners in an effort to understand customer behavior and drive performance to Small Business goals.

Project Manager responsible for managing a team of stakeholders, business leaders and technology partners to implement the Client Alignment and Segmentation strategy within Merrill Lynch Transition.

Managed, coached and motivated a sales team of 18 Financial Specialists that design and implement plans that assist clients in identifying and meeting financial goals.

Leader of a dedicated team that offers holistic Wealth Management solutions for high net worth clients focusing on three key areas - life goals, debt management and planning for the unexpected.

Managed, coached, and motivated a staff of 20 Business Bankers within a call center on sales techniques and customer delight in order to achieve and exceed sales goals.

Established/deepened relationships by understanding the needs of new and existing Small Business customers and designed tailored solutions that will allow their business to meet its financial goals.

Evaluated needs and properly recommended solutions to customers such as deposit, loan and investment products.