Mark Theriault Email & Phone Number
SVP, Senior Investment Manager, Truist Wealth @ Truist
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Mark Theriault Location
- Atlanta, GA, US
Mark Theriault Work
- SVP, Senior Investment Manager, Truist Wealth @ (February 2021 - Present)
- SVP, GenSpring Investment Manager @ GenSpring - SunTrust Private Wealth (April 2010 - February 2021)
- Investment Analyst and Financial Planner @ (January 2005 - January 2010)
- Institutional Bond Trader @ JP Turner & Company, LLC (January 2003 - January 2005)
- Relationship Manager @ (January 1997 - January 2003)
Mark Theriault Education
- Emory University
-
Bachelor of Science
Mark Theriault Skills
- Facilities Development
- Finanza d'impresa
- Investment Strategies
- Derivati
- Equity Valuation
- Government Bonds
- Loans
- Private Banking
- Business Relationship Management
- Wealth Management Services
- Financial Modeling
- Bloomberg
- Wealth Management
- Financial Advisory
- Cross Selling
- Personal Financial Planning
- Obsolete
Mark Theriault Summary
- Mark Theriault, based in Atlanta, GA, US, is currently a SVP, Senior Investment Manager, Truist Wealth at Truist Wealth. Mark Theriault brings experience from previous roles at GenSpring - SunTrust Private Wealth, Holcombe Financial, Inc., JP Turner & Company, LLC and Schwab Institutional. Mark Theriault holds a Emory University. With a robust skill set that includes Facilities Development, Finanza d'impresa, Investment Strategies, Derivati, Equity Valuation and more. Mark Theriault has 3 emails and 1 mobile phone numbers on RocketReach.
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