Mark Phelps Email and Phone Number
Mark Phelps work email
- Valid
- Valid
Mark Phelps personal email
Mark Phelps phone numbers
Through my extensive sales and relationship management experience in the Financial Services industry; my broad experience and entrepreneurial mindset provide value to clients by delivering prudent solutions, market expertise and timely advice. Throughout my career, my mantra is a singular focus: an understanding where my client is today and where they want to be, in order to offer proactive advice to achieve their goals and have a positive effect on the bottom-line.
Truist
View- Website:
- truist.com
- Employees:
- 8972
-
Senior Vice President - Treasury Consultant - HealthcareTruist Jun 2023 - Present
-
Vice President Treasury Management ConsultantWells Fargo Oct 2021 - Jun 2023Charlotte, North Carolina, United States -
Vice President - Business DevelopmentWells Fargo Sep 2016 - Nov 2021Charlotte, North CarolinaMy role is to connect Wells Fargo to our business and economic community and to drive new business development for our Charlotte market. I am responsible for new client acquisition and marketing efforts throughout our market.
-
Vice President - Treasury ConsultantWells Fargo Jan 2014 - Sep 2016Charleston, ScIn today's world top of mind for CFO's are resources, visibility and risk. Through an understanding of a company's current position, goals, cash cycle, internal processes and controls. We employ a team approach leveraging Wells Fargo's best-in-class Treasury platform, technology and resources; through providing timely proactive advice our industry expertise, leading edge solutions help manage risk and make companies more efficient, effective and profitable.
-
First Vice President - Private Client Group, Financial AdvisorRbc Wealth Management May 2013 - Oct 2013Annapolis, Md- Develop a successful Financial Advisory practice managing Fixed Income portfolios for both businesses and family offices. - Leverage RBC Wealth Management's platform and capabilities, while providing holistic advice and solutions. -
Vice President - Fixed Income & Treasury ConsultantM&T Securities Inc. Feb 2005 - May 2013Baltimore, Md- Provided advice, serviced and managed Fixed Income portfolios for Commercial, Institutional and High Net Worth clients. Managed over $750MM in assets, while advising on both Taxable and Tax-Exempt Fixed Income securities and solutions. - Responsible for providing expert advice with Treasury Management products, services and solutions through effective profiling, utilizing a client centered approach and proactive advice.- Responsible for marketing my advisory business through external and internal business lines by partnering with our Relationship Managers and Private Client Advisors to offer my advisory services. - Responsible for sales, portfolio management, trading and servicing relationships as well as managing internal partners and being an invaluable resource to both the client's and their business.
Mark Phelps Skills
Mark Phelps Education Details
-
Finance And Financial Management Services
Frequently Asked Questions about Mark Phelps
What company does Mark Phelps work for?
Mark Phelps works for Truist
What is Mark Phelps's role at the current company?
Mark Phelps's current role is Healthcare Treasury Consultant at Truist.
What is Mark Phelps's email address?
Mark Phelps's email address is ma****@****rgo.com
What is Mark Phelps's direct phone number?
Mark Phelps's direct phone number is (800) 956*****
What schools did Mark Phelps attend?
Mark Phelps attended University Of North Carolina At Charlotte - Belk College Of Business.
What are some of Mark Phelps's interests?
Mark Phelps has interest in Education.
What skills is Mark Phelps known for?
Mark Phelps has skills like Banking, Financial Services, Sales, Relationship Management, Portfolio Management, Treasury Management, Commercial Banking, Finance, Investments, Wealth Management, Private Banking, Financial Analysis.
Who are Mark Phelps's colleagues?
Mark Phelps's colleagues are Kirsten Cannon, Jeremy Gardner, James E. Blackmon, Huzefa Ezzi, Bill Galipeau, Natalie Wickey, Bella Jean-Baptiste.
Not the Mark Phelps you were looking for?
-
Mark Phelps
Mesa, Az -
Mark Phelps
Thousand Oaks, Ca -
Mark Phelps
Senior Vice President At Carroll Independent Fuel Company Mark.Phelps@Carrollfuel.NetBaltimore City County, Md1carrollfuel.net3 +144350XXXXX
-
Mark Phelps
Global Concentrated Growth Equities Alliance Bernstein At AlliancebernsteinNew York, Ny3wpstewart.com, alliancebernstein.com, abglobal.com4 +164674XXXXX
-
Mark Phelps 🏴☠️
Raleigh-Durham-Chapel Hill Area7github.com, gmail.com, gmail.com, github.com, bronto.com, cloudbees.com, github.com3 +191959XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial