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Mark Theriault

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Mark Theriault

Relationship Manager | Truist

Atlanta Metropolitan Area United States, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Mark Theriault

Work Experience

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Relationship Manager at

Schwab Advisor Services

January 1997 - January 2003

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Institutional Bond Trader at

J.P. Turner & Company, LLC

January 2003 - January 2005

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Investment Analyst / Financial Planner at

Holcombe Financial, Inc.

January 2005 - January 2010

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SVP, GenSpring Investment Manager at

GenSpring - SunTrust Private Wealth

April 2010 - February 2021

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SVP, Senior Investment Manager, Truist Wealth at

Truist

February 2021 - Present

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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

mail

**************@att.net

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

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