Leah Wehinger Email & Phone Number

Richmond, Virginia, United States

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or.

Richmond, VA

Greater Atlanta Area

Development and execution of the business strategy for SunTrust Private Wealth Management. Includes client segmentation and experience, strategic technology solutions, advisor productivity, advisor development and national sales, cross-enterprise partnerships and performance management.

St. Louis, Missouri

St. Louis, Missouri

• Executive leader for the firm’s client and financial advisor experience efforts, including all research and insight into client and financial advisor loyalty, identification of key drivers of client retention and.
• Led a cross-company voice of the customer and employee listening program to identify service gaps, opportunities for innovation and service best practices
• Managed the firm's Client Loyalty strategic initiative, improving client loyalty and advisor satisfaction to record highs
• Launched the C-A-R-E service excellence program to unify service cultures from three legacy organizations and promote client-centricity

Richmond, VA

• Executive leader for the firm’s financial advisor loyalty and retention efforts.
• Built the department responsible for loyalty and retention of the financial advisors of the company’s four sales channels: private client, in-bank, independent and clearing businesses
• Leveraged proprietary and industry research to measure advisor satisfaction and preferences, identifying priorities for improvement and competitive/recruitment opportunities
• Formed the Advocacy and Easy teams to drive continuous improvement in client-centric processes, policies and technology
• Achieved record financial advisor retention

Richmond, Virginia

• Led all aspects of Alternative Investments, including product origination, due diligence, sales and marketing, compliance, risk management and ongoing research. Proven record of revenue and sales growth while.
• Expanded offerings to include managed futures, hedge funds (private and registered), private equity, REITs, exchange funds, institutional money markets and structured products, both domestic and offshore
• Led exponential revenue and sales growth while successfully transitioning product line to recurring trailing revenues
• Successfully integrated the firm’s Alternative Investment business through seven mergers, creating operational efficiencies and increasing revenue through expanded scale and offerings

Richmond, Virginia Area

Launched the firm’s first participation in the managed futures arena. Responsible for due diligence, product origination, operations, compliance and marketing for all managed futures funds, REITs and LLCs. Traveled extensively to branch offices, conducting sales training and client presentations.

Williamsburg, VA

Supervised the branch operations staff, including cashiering, order entry and client service. Member of a financial advisory team that was in the top five of the firm’s production teams and nationally recognized for excellence.

Bachelor Of Arts, Economics And English

Education record