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Mona Robertson Email & Phone Number

Capital Markets Senior Operations and Automation Specialist at Truist Securities at Truist Securities
Location: Atlanta Metropolitan Area, United States, United States 6 work roles 1 school
1 work email found @truist.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email m****@truist.com
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Current company
Role
Capital Markets Senior Operations and Automation Specialist at Truist Securities
Location
Atlanta Metropolitan Area, United States, United States
Company size

Who is Mona Robertson? Overview

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Quick answer

Mona Robertson is listed as Capital Markets Senior Operations and Automation Specialist at Truist Securities at Truist Securities, a company with 778 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at truist.com and a matched LinkedIn profile for Mona Robertson.

Mona Robertson previously worked as Capital Markets Senior Operations and Automation Specialist at Truist Securities and Capital Markets Senior Operations and Automation Specialist at Suntrust Robinson Humphrey. Mona Robertson holds Bs, Computer Science from Georgia Institute Of Technology.

Company email context

Email format at Truist Securities

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{first}.{last}@truist.com
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Profile bio

About Mona Robertson

I graduated from Georgia Institute of Technology and have an extensive background in software development. I owned my own software company for several years until I sold it to Softsense (later Radiant Systems now NCR), where I worked for nine years building enterprise supply chain management, client/server web based systems for big box retailers. For the past five years, I have been working at the investment banking firm of SunTrust Robinson Humphrey in Wholesale Capital Markets Operations. I evaluate and automate processes using Microsoft Productivity tools including SharePoint, Microsoft Access (SQL and VBA) and Excel (VBA). My most recent projects include building a foreign currency loan management system in Access, a client trading onboarding documents repository and a broker dealer investigations management system. Additionally, I have automated manual processes including trade blotters, FCM reconciliations, cash flows and GL postings for margin calls on collateral for derivatives, regulatory reconciliation reports for the CFTC, foreign currency trading fee statements and more.Prior to joining SunTrust, I spent a few years pursuing my interest in options trading and markets.

Listed skills include Software Development, Sql, Highly Detail Oriented, Microsoft Sql Server, and 22 others.

Current workplace

Mona Robertson's current company

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Truist Securities
Truist Securities
Capital Markets Senior Operations and Automation Specialist at Truist Securities
atlanta, georgia, united states
Employees
778
AeroLeads page
6 roles · 30 years

Mona Robertson work experience

A career timeline built from the work history available for this profile.

Capital Markets Senior Operations And Automation Specialist

Current

Atlanta, Georgia, United States

Dec 2019 - Present

Capital Markets Senior Operations And Automation Specialist

Greater Atlanta Area

Automate manual processes and build new processes using Microsoft Access, SQL, Excel, VBA, SharePoint and other Microsoft Office Productivity Tools.-FX Loan Management - Using Microsoft Access VBA and SQL to automate the creation and management of foreign currency loans. When loans are created in the system, US dollar conversions, calculations of interest.

Jun 2014 - Dec 2019

Software Engineering Contractor

Greater Atlanta Area

Working in trading operations to evaluate and automate current manual processes using Excel, VBA and other Microsoft Office Productivity Tools. Projects include:- Automate cash flows and general ledger postings for margin calls on collateral for derivative products.- Automate interest statements for collateralized derivative products.- Build compliance.

Sep 2013 - Jun 2014

Business Analyst / Software Developer / Options Trader

Consultant

Greater Atlanta Area

Employing aspects of business analytics to describe (descriptive) past performance, predict what is likely to happen next and prescribe how to take advantage of the next opportunity in trading.S&P Strategy Models I have collected three years of options data such as Greeks, volatility, skew and probabilities to build models for four different trading.

Jan 2009 - Sep 2013

Senior Manager Software Development

Radiant Systems/Bluecube Software

Alpharetta, Georia

  • I was responsible for the management of the Inventory Supply Chain Management modules as part of a larger Enterprise product. Our product comprised of a client/server.ASP/.Net/VBA desktop application as well as a.
  • Commanding understanding and control of project,
  • Very structured and logical,
  • Disciplined scope control,
  • Strong team leader – does the right things,
  • Escalation savvy,
2004 - 2005 ~1 yr

Senior Systems Developer

Radiant Systems, Inc.

Designed, developed, implemented, maintained and managed web-based and client/server Supply Chain Inventory Management modules that provide HQ and Back Office solutions in a web-based product that integrated with local POS systems. Responsible for core technology including analysis, design, data modeling, database design, coding, testing and documentation.

1996 - 2004 ~8 yrs
Team & coworkers

Colleagues at Truist Securities

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1 education record

Mona Robertson education

FAQ

Frequently asked questions about Mona Robertson

Quick answers generated from the profile data available on this page.

What company does Mona Robertson work for?

Mona Robertson works for Truist Securities.

What is Mona Robertson's role at Truist Securities?

Mona Robertson is listed as Capital Markets Senior Operations and Automation Specialist at Truist Securities at Truist Securities.

What is Mona Robertson's email address?

AeroLeads has found 1 work email signal at @truist.com for Mona Robertson at Truist Securities.

Where is Mona Robertson based?

Mona Robertson is based in Atlanta Metropolitan Area, United States, United States while working with Truist Securities.

What companies has Mona Robertson worked for?

Mona Robertson has worked for Truist Securities, Suntrust Robinson Humphrey, Consultant, Radiant Systems/Bluecube Software, and Radiant Systems, Inc..

Who are Mona Robertson's colleagues at Truist Securities?

Mona Robertson's colleagues at Truist Securities include Courtney Lewis, Asher Mercado, Chris Houck, Erik Bergman, and Reece Curry.

How can I contact Mona Robertson?

You can use AeroLeads to view verified contact signals for Mona Robertson at Truist Securities, including work email, phone, and LinkedIn data when available.

What schools did Mona Robertson attend?

Mona Robertson holds Bs, Computer Science from Georgia Institute Of Technology.

What skills is Mona Robertson known for?

Mona Robertson is listed with skills including Software Development, Sql, Highly Detail Oriented, Microsoft Sql Server, Business Analytics, Trading Strategies, Trading System, and Quantitative Investing.

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