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 @
- 2021 - 2023 Vice President Treasury Management Consultant @
- 2016 - 2021 Vice President - Business Development @
- 2014 - 2016 Vice President - Treasury Consultant @
- 2013 - 2013 First Vice President - Private Client Group, Financial Advisor @
- 2005 - 2013 Vice President - Fixed Income and Treasury Consultant @ M&T Securities Inc.
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
- Relationship Management
- Finance
- Treasury Management
- Financial Services
- Commercial Banking
- Wealth Management
- Entrepreneurship
- Risk Management
- New Business Development
- Credit
- Financial Analysis
- Small Business
- Municipal Bonds
- Private Banking
- Fixed Income Portfolio Management
- Series 7
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 2 mobile phone numbers on RocketReach.
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Top Truist Employees
Brad Bender
Chief Risk Officer, SEVP
Charlotte, NC, US
Kelly Entas
EVP Head of Third Party and Change Risk Mgmt
Charlotte, NC, US
Martin Wood
CFO - Consumer Lending
Winston-Salem, NC, US
Anthony Weekly
Chief CRA Officer and Community Development Director
Charlotte, NC, US
Clayton Stakes
Managing Director of Accounting
Charlotte, NC, US
Michela Vernon
Founder and Principal Coach
Mooresville, NC, US
Kimberly Eul
Chief Talent Officer
Charlotte, NC, US
Lisa Rhoades
Chief Marketing Officer - Truist Wealth
Winston-Salem, NC, US
Steve Hagerman
Chief Technology and Operations Officer
Charlotte, NC, US
David McLeod
Chief Technology Officer
Charlotte, NC, US
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