Truist Bank is The Diamond Sponsor for the 2024 AMEC General Conference
TRUIST BANK WORKSHOPS
OPEN TO EVERYONE!
BANK ON YOUR SUCCESS
Thursday, August 22, 2024 | D281
Banking & Budgeting Basics
11:00 am – 12:00 pm
Business Finance Basics
2:00 pm – 3:00 pm
Friday, August 23, 2024 | D281
Business Finance Basics
11:00 am – 12:00 pm
Banking & Budgeting Basics
2:00 pm – 3:00 pm
Banking & Budgeting Basics:
Learn key elements of banking and budgeting to help you manage your money more effectively, establish and maintain credit, and prepare for long-term financial freedom.
- • Determine your financial situation.
- • Learn the basics of banking.
- • Assess your budget and savings plan.
- • Build and repair your credit.
Business Finance Basics:
Learn key elements of business finance basics to manage your cash flow, explore ways to expand your business, and understand insurance for your business.
- • Improve the cash flow of your business.
- • Continue to build and expand your business.
- • Protect your business.
Special Guest Speakers
Chris Zimmer
SVP, Midlands and Upstate South Carolina Market President
Chris Zimmer is the Market President in for the Midlands and Upstate South Carolina Truist Financial Corporation. He is responsible for the management and optimization of all banking functions in the market. This includes the administration of loan portfolio, deposit acquisitions, development of existing clients, acquisition of new clients, delivery of fee-based revenue services, and integration of retail and commercial lines of business.
Rhondale Haywood
Premier Banking Executive
Rhondale Haywood is the Premier Banking Executive for Truist Financial Corporation. He leads a team of dedicated financial professionals providing personalized advice by listening, planning, coaching, and collaborating with each client to achieve their goals.
Anthony L. Weekly
Chief Community Reinvestment Officer
Anthony Weekly is chief Community Reinvestment Act officer. In this role, he’s responsible for collaborating with community development partners and regulators to help meet the credit needs of low- to moderate-income (LMI) individuals and communities in Truist markets. He also leads financial wellness initiatives for LMI communities and capacity building for charitable and nonprofit organizations, such as community development institutions.
Gayle Cabrera
Director of Small Business Direct, SVP
Gayle Cabrera is Director of Small Business Direct for Truist Financial Corporation. She oversees the team of Small Business Virtual Bankers for the entire Truist footprint. These teammates help advise and consult with Small Business owners each day to help achieve goals and overcome challenges to help their company succeed.
Erica Acie
Head of Retail Originations
Erica Acie is Head of Retail Originations for Truist Financial Corporation. Originations is responsible for serving internal referrals and sourcing clients in need of Mortgage solutions, as well as originating high quality loans that meet the financial needs of Truist clients. The team strives to provide superior service to clients, partners, and teammates which include in-market Retail Loan Originators distributed across the bank’s footprint. The unit is also responsible for the Truist Homeownership Equity Program, that is aligned with Truist’s purpose to inspire and build better lives and communities.
Yolande Matthew
FInancial Inclusion Executive
Yolande Matthew currently serves as the Financial Inclusion Executive for Truist. In her role, she focuses on the bank’s Financial Inclusion priorities to help clients and prospects build financial confidence, regardless of where they are in their financial journey. As part of her role, she is responsible for leading initiatives and partnerships for Truist including Operation HOPE, and an in-market team across Truist footprint dedicated to delivering care through community outreach, providing solutions and financial education expertise to enable client success.
Eduardo Estrada
Director of Segment Integration and Execution Truist Multicultural Banking
Eduardo brings 29 years of impactful financial services experience across multiple lines of business including investments, retail banking and broad leadership roles. Eduardo heads up the Truist Multicultural Banking Team, where their mission is to create a more distinctive client experience for our multicultural communities. He is a native of Nicaragua and earned his Bachelor of Science degree in Finance from Florida International University.
Gretchet Rudisel
VP, Truist Financial Inclusion Leader
Gretchet brings 14 years of financial services and leadership experience including multiple levels of retail banking roles. Gretchet currently serves the Central Florida
Region thru Truists Financial Inclusion initiative, focusing on extending access to solutions and resources for the community to achieve financial confidence. She was born and raised in Puerto Rico.
Sharhonda Jennings
Financial Inclusion Leader Truist Multicultural Banking
Sharhonda brings 14 years of impactful financial services experience across multiple lines of business including small business, retail banking and broad leadership roles.
Sharhonda takes part of the Truist Multicultural Banking Team, where their mission is to create a more distinctive client experience for our multicultural communities.
LaToya C. Gurley
Truist Financial Inclusion Leader
LaToya is a 23-year veteran of Truist; focused on bringing care to life in the communities she serves by delivering distinctive solutions and partnering to advance financial initiatives, to help others along in their financial journey.
Vern Gwyn
Financial Inclusion Leader Georgia Region – Downtown Atlanta and Surrounding Areas
Vern Gwyn, hailing from Detroit Michigan, brings an impressive 27-year career in
banking to his role as the Financial Inclusion Leader at Truist Bank. Guided by his motto, “Never been successful but significant,” Vern embodies a steadfast commitment to making a lasting impact in the lives of others.