Stephanie Adams's Location
Charlotte, NC, US
Stephanie Adams's Work
- Head of Wholesale Banking Service Delivery @ Truist
- EVP, Head of Wealth Platform and Operations @ Truist Wealth
- SVP and Executive Director of Trust Services @ BB&T
- EVP and Head of Trust, Chief Fiduciary Officer @ TIAA
- Senior Vice President and California Trust Center Director @ Wells Fargo
- Regional Fiduciary Manager @ Wells Fargo
- Managing Director - Wealth Management @ Unified Trust Company, N.A.
- SVP and Wealth Management Group Director @ BB&T
- Assistant Vice President and Trust Officer @ Central Bank & Trust Company
- Assistant Vice President and Personal Trust Manager @ Trust Company of Kentucky (k/n/a Community Trust and Investment Company)
Stephanie Adams's Education
- Morehead State University
MBA (Finance)
2001 - 2003 - Morehead State University
BBA (Real Estate)
1989 - 1992
Stephanie Adams's Skills
- Investments
- Wealth Management
- Strategic Financial Planning
- Financial Services
- Investment Management
- Portfolio Management
- Retirement
- Retirement Planning
- Estate Planning
- Financial Advisory
Stephanie Adams's Summary
Stephanie Adams, based in Charlotte, NC, US, is currently a Head of Wholesale Banking Service Delivery at Truist, bringing experience from previous roles at Truist Wealth, BB&T, TIAA and Wells Fargo. Stephanie Adams holds a 2001 - 2003 MBA in Finance @ Morehead State University. With a robust skill set that includes Investments, Wealth Management, Strategic Financial Planning, Financial Services, Investment Management and more, Stephanie Adams contributes valuable insights to the industry. Stephanie Adams has 5 emails on RocketReach.
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