Mark Phelps Email & Phone Number

Senior Vice President - Treasury Consultant - Healthcare @ Truist

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Mark Phelps Location

Charlotte, NC, US

Mark Phelps Work

2023 - now Senior Vice President - Treasury Consultant - Healthcare @ Truist
2021 - 2023 Vice President Treasury Management Consultant @ Wells Fargo
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2016 - 2021 Vice President - Business Development @ Wells Fargo
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2014 - 2016 Vice President - Treasury Consultant @ Wells Fargo
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2013 - 2013 First Vice President - Private Client Group, Financial Advisor @ RBC Wealth Management
2005 - 2013 Vice President - Fixed Income and Treasury Consultant @ BB&T Securities, LLC

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Mark Phelps Education

University of North Carolina at Charlotte - Belk College of Business
Bachelor's degree (Finance and Financial Management Services)
1994 - 1999

Mark Phelps Skills

Series 63
Financial Advisory
Cash Management

Banking
Not for Profit
Fixed Income
Business Relationship Management
Sales
Portfolio Management
Investments

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Mark Phelps Summary

Mark Phelps, based in Charlotte, NC, US, is currently a Senior Vice President - Treasury Consultant - Healthcare at Truist. Mark Phelps brings experience from previous roles at Wells Fargo and RBC Wealth Management. Mark Phelps holds a 1994 - 1999 Bachelor's degree in Finance and Financial Management Services @ University of North Carolina at Charlotte - Belk College of Business. With a robust skill set that includes Series 63, Financial Advisory, Cash Management, Banking, Not for Profit and more. Mark Phelps has 1 emails and 1 mobile phone numbers on RocketReach.

Mark Phelps Emails

Found 1 emails

@truist.com

Mark Phelps Phone Numbers

Found 3 phone numbers

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