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Audrey Truman's
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Current Position:

Regional Investment Manager at Wells Fargo Private Bank

Experience:

33 years

Location:

Charlotte, North Carolina

How to contact Audrey Truman

Last updated:2025-05-07
emaila**@wellsfargo.com
phone+1-***-***-0669
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Analytics

According to LinkedIn Audrey Truman started working on 1992, then the employee has changed 3 companies and 7 jobs. On average, Audrey Truman works for one company for 4 years. Audrey Truman has been working as a Regional Investment Manager for Wells Fargo Private Bank for 2314 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Regional Investment Manager at Wells Fargo Private Bank

Jun 2019 - Current

Senior Regional Fiduciary Manager - Philanthropic Services at Wells Fargo Private Bank

Jan 2016 - May 2019

Philanthropic Consultant at Wells Fargo Private Bank

Apr 2010 - Dec 2015

Vice President - Financial Advisor at Stanford Group Company

Jul 2006 - Mar 2009

Senior Vice President - Private Bank and Investments at Bank of America

Dec 1999 - Jul 2006

Vice President/Project Manager at Bank of America Private Bank

Oct 1997 - Dec 1999

Project Manager - Marketing Department at Bank of America

Jun 1995 - Oct 1997

Project Management Analyst - Services Company at Bank of America

Jun 1992 - Jun 1995

Education

BSBA at University of North Carolina at Chapel Hill

Current Company Information Wells Fargo Private Bank

Name: Wells Fargo Private Bank

Speciality: Wealth Planning , Investment Management , Private Banking , Trust and Fiduciary Services, Family Dynamics , Philanthropic Services , Business Advisory Services

Location: San Francisco , CA, United States

Employees: 10000+

Description: As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your f...

Frequently Asked Questions

How long has Audrey Truman been working as a Regional Investment Manager?

Audrey Truman's total experience in various companies as a Regional Investment Manager 6 years 4 months.

What is Audrey Truman's minimum period of employment in the companies?

Audrey Truman's minimum period of employment in various companies is 2 years 2 months.

What is Audrey Truman's average duration of employment for different companies?

On average, Audrey Truman works for one company for 3 years 8 months

What industries has Audrey Truman worked in?

Audrey Truman works in the Financial Services. Previously, Audrey Truman worked in the Banking.

What positions has Audrey Truman held before?

Previously, Audrey Truman worked as a Senior Regional Fiduciary Manager - Philanthropic Services, and Philanthropic Consultant, and Vice President - Financial Advisor, and Senior Vice President - Private Bank and Investments, and Vice President/Project Manager.

How do I contact Audrey Truman?

Audrey Truman's email address is a**@wellsfargo.com, phone number is +1-***-***-0669. Sign up to get contact details.

Who is the President/CEO/Director of the Wells Fargo Private Bank ?

The President/CEO/Director of the Wells Fargo Private Bank is William Khouzam

Who are Audrey Truman's peers at other companies?

Audrey Truman's peers at other companies are Steven Breiter and Kimberly Vande Vusse and Shannon Johnson
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Audrey Truman Namesakes

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Company
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Assistant Store Manager
A
Pharmacy Technician

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