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Jeff Barnett

Jeff Barnett

VP, Credit Portfolio Manager, Private Wealth Management | Truist

Charlotte, North Carolina, United States

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Jeff Barnett

Summary

Jeff Barnett is a seasoned financial professional currently serving as the VP, Credit Portfolio Manager in Private Wealth Management at Truist. With over 18 years of experience in the banking sector, he has developed a robust expertise in account management, portfolio management, and customer service. His career trajectory includes significant roles at prominent institutions such as Bank of America, where he honed his skills in credit underwriting and special assets management. Jeff's educational background from the State University of New York at Geneseo provides a strong foundation for his analytical and strategic decision-making abilities. He is known for his adeptness in navigating complex financial landscapes, making him a valuable asset in wealth management. Outside of his professional pursuits, Jeff is committed to continuous learning and is keenly interested in emerging trends in financial services. His leadership style emphasizes collaboration and innovation, driving results for his teams and clients alike.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Jeff Barnett

Work Experience

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VP, Credit Portfolio Manager, Private Wealth Management at

Truist

January 2022 - Present

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Senior Credit Underwriter-Custom Lending-Global Wealth and Investment Management at

Bank of America Corporation

July 2018 - January 2022

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Credit Underwriter- Securities Based Lending- Global Wealth and Investment Management at

Bank of America Corporation

August 2015 - July 2018

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AVP, High Volume Portfolio Officer- Special Assets Group at

Bank of America Corporation

October 2010 - August 2015

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Client Services Manager at

Newport

January 2009 - October 2010

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Trust Associate at

Wells Fargo & Company

March 2005 - January 2009

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Jeff Barnett

Education

State University of New York at Geneseo

January 1998 - January 2000

Frequently Asked Questions about Jeff Barnett

What is Jeff Barnett email address?

Jeff Barnett's primary email address is ************@truist.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeff Barnett work for?

Jeff Barnett is a VP, Credit Portfolio Manager, Private Wealth Management at Truist, a company specializing in Functions related to depository banking.

Where Jeff Barnett graduated from?

Jeff Barnett holds a degree in from State University of New York at Geneseo.

How can I directly contact Jeff Barnett?

To contact Jeff Barnett directly, you can use the email address ************@truist.com. Complete contact information is available upon registration with Muraena.

Who is Jeff Barnett?

Jeff Barnett is a seasoned financial professional currently serving as the VP, Credit Portfolio Manager in Private Wealth Management at Truist. With over 18 years of experience in the banking sector, he has developed a robust expertise in account management, portfolio management, and customer service. His career trajectory includes significant roles at prominent institutions such as Bank of America, where he honed his skills in credit underwriting and special assets management. Jeff's educational background from the State University of New York at Geneseo provides a strong foundation for his analytical and strategic decision-making abilities. He is known for his adeptness in navigating complex financial landscapes, making him a valuable asset in wealth management. Outside of his professional pursuits, Jeff is committed to continuous learning and is keenly interested in emerging trends in financial services. His leadership style emphasizes collaboration and innovation, driving results for his teams and clients alike.

Jeff`s contact details

mail

************@truist.com

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