Background
I am a financial professional currently serving as a Private Banking Advisor at Truist, which I joined in 2021. My focus is on partnering with Financial Advisors to deliver tailored banking, lending, and liquidity solutions for high-net-worth clients. I take a consultative approach that emphasizes strategy, efficiency, and seamless integration between investment and banking needs. over the years, I've earned a reputation for bridging gaps between teams, building scalable processes, and executing initiatives that drive measurable growth. I'm passionate about helping clients leverage their full financial picture-using thoughtful credit and deposit strategies-to achieve greater flexibility and long-term success.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Traveling, Brazilian Jiu Jitsu, Music