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Mark Theriault
Mark Theriault
Relationship Manager | Truist
Atlanta Metropolitan Area United States, United States
Mark Theriault
Summary
Mark Theriault is a seasoned investment manager currently serving as the Senior Vice President at Truist Wealth in the Atlanta Metropolitan Area. With extensive experience in federal government regulations and financial advisory, he has held significant roles in various financial institutions, including Schwab Advisor Services and J.P. Turner & Company. Mark's expertise spans securities, annuities, and tax regulations, making him a valuable asset in the investment landscape. He has a strong foundation in financial planning and institutional trading, enhancing his strategic decision-making abilities. Mark is committed to navigating the complexities of investment management while ensuring compliance with industry regulations. His career reflects a deep understanding of the financial markets and a dedication to serving clients' needs. Outside of his professional life, he is likely to have interests that align with leadership development and emerging technologies in finance.
Mark Theriault
Work Experience
Relationship Manager at
Schwab Advisor Services
January 1997 - January 2003
Institutional Bond Trader at
J.P. Turner & Company, LLC
January 2003 - January 2005
Investment Analyst / Financial Planner at
Holcombe Financial, Inc.
January 2005 - January 2010
SVP, GenSpring Investment Manager at
GenSpring - SunTrust Private Wealth
April 2010 - February 2021
SVP, Senior Investment Manager, Truist Wealth at
Truist
February 2021 - Present
Mark Theriault
Education
Emory University
University of Georgia, Bachelor of Science
Frequently Asked Questions about Mark Theriault
What is Mark Theriault email address?
Mark Theriault's primary email address is **************@att.net. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Mark Theriault work for?
Mark Theriault is a Relationship Manager at Truist.
Where Mark Theriault graduated from?
Mark Theriault holds a degree in null from Emory University.
How can I directly contact Mark Theriault?
To contact Mark Theriault directly, you can use the email address **************@att.net. Complete contact information is available upon registration with Muraena.
Who is Mark Theriault?
Mark Theriault is a seasoned investment manager currently serving as the Senior Vice President at Truist Wealth in the Atlanta Metropolitan Area. With extensive experience in federal government regulations and financial advisory, he has held significant roles in various financial institutions, including Schwab Advisor Services and J.P. Turner & Company. Mark's expertise spans securities, annuities, and tax regulations, making him a valuable asset in the investment landscape. He has a strong foundation in financial planning and institutional trading, enhancing his strategic decision-making abilities. Mark is committed to navigating the complexities of investment management while ensuring compliance with industry regulations. His career reflects a deep understanding of the financial markets and a dedication to serving clients' needs. Outside of his professional life, he is likely to have interests that align with leadership development and emerging technologies in finance.
Mark`s contact details
**************@att.net
**************@truist.com
Colleagues
SVP Payment Strategist
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Appliance Salesperson, Lead Generator
Merchant Loss Prevention Analyst lll, AVP
Executive Assistant
Tax Accountant
Recruiter/Trainer
Supervisor Consumer Relations
Assistant Vice President