Truist Executive and Leadership Team

Courtney Jespersen, the Managing Director at Truist, directs the strategic expansion of commercial banking services across the Southeast. Overseeing large-scale corporate client portfolios, the Managing Director ensures that financial products align with the evolving needs of mid-market enterprises. This leadership role involves coordinating with regional teams to optimize credit delivery and treasury management solutions. By leveraging the extensive branch network, Courtney Jespersen drives significant revenue growth through tailored business banking strategies. The Managing Director maintains rigorous oversight of risk management protocols to protect the institutional balance sheet. Through consistent engagement with corporate stakeholders, Jespersen fosters long-term partnerships that solidify the market position of the bank. This operational focus supports the broader mission of providing robust financial infrastructure to businesses operating within high-growth economic corridors.

Michael Poole, the Managing Director at Truist, architects the digital transformation strategy for the wealth management division. Managing the integration of advanced financial technology, the Managing Director streamlines investment advisory services for high-net-worth individuals. This role requires constant collaboration with product development teams to enhance digital banking interfaces and client-facing platforms. Michael Poole drives the adoption of automated wealth management tools, ensuring that the bank remains competitive in a rapidly digitizing financial landscape. By analyzing market trends and client behavior, the Managing Director optimizes service delivery models to increase operational efficiency. Poole oversees the implementation of secure, scalable infrastructure that supports complex investment portfolios. Through this focus on technological innovation, the Managing Director ensures that the bank provides seamless, modern financial experiences to a diverse and growing client base.

Trey Clayton, the Managing Director at Truist, oversees the mortgage services division with a focus on residential lending operations. Directing the underwriting and loan processing workflows, the Managing Director ensures compliance with national regulatory standards while maintaining high service quality. This leadership position involves managing relationships with secondary market investors to secure liquidity for home financing products. Trey Clayton drives initiatives to simplify the mortgage application process through digital integration, reducing turnaround times for borrowers. By monitoring interest rate fluctuations and housing market data, the Managing Director adjusts lending strategies to mitigate risk and maximize portfolio performance. Clayton coordinates with regional sales teams to expand the reach of mortgage offerings across diverse demographics. Through these efforts, the Managing Director supports the bank's commitment to facilitating homeownership and long-term financial stability for individuals.

Piers Ronan, the Managing Director at Truist, manages the institutional investment banking operations. Overseeing capital markets activities, the Managing Director facilitates complex financial transactions for large corporate clients. This role involves coordinating with internal research teams to provide market insights and strategic advisory services. Piers Ronan drives the execution of debt and equity offerings, ensuring that the bank meets the capital requirements of its diverse client base. By maintaining strong relationships with institutional investors, the Managing Director secures funding channels that support the bank's broader financial objectives. Ronan monitors market volatility and economic indicators to provide proactive guidance on risk mitigation and asset allocation. Through this leadership, the Managing Director ensures that the bank maintains a dominant presence in the competitive landscape of institutional finance, consistently delivering value to corporate partners.

Michael Loewenstein, the Managing Director at Truist, leads the strategic planning for the consumer banking sector. Overseeing the development of personal financial products, the Managing Director ensures that checking, savings, and credit offerings meet the needs of a broad retail customer base. This role involves analyzing consumer data to refine product features and improve customer retention rates. Michael Loewenstein drives the expansion of the branch network's service capabilities, integrating digital tools with in-person banking experiences. By collaborating with marketing and operations teams, the Managing Director optimizes the delivery of financial solutions to maximize market penetration. Loewenstein monitors competitive pricing and service standards to maintain the bank's reputation for excellence. Through this focus on consumer-centric strategy, the Managing Director supports the bank's mission to provide accessible and reliable financial services to individuals across all regions.

Robert Mann, the Managing Director at Truist, directs the risk management and compliance framework for the entire banking organization. Overseeing the identification and mitigation of operational risks, the Managing Director ensures that all business units adhere to federal and state banking regulations. This role involves constant interaction with the Board of Directors to report on risk exposure and capital adequacy. Robert Mann drives the implementation of robust internal controls that safeguard the bank's assets and reputation. By analyzing systemic threats and market vulnerabilities, the Managing Director develops strategies to maintain financial resilience during economic downturns. Mann coordinates with legal and audit teams to ensure transparency and accountability across all departments. Through this rigorous oversight, the Managing Director protects the integrity of the bank's operations and supports the long-term sustainability of the institution.

Brian Ballinger, the Managing Director at Truist, manages the treasury and liquidity management services for corporate clients. Overseeing cash management solutions, the Managing Director ensures that businesses have the tools necessary to optimize working capital and manage daily financial operations. This role involves developing innovative payment and collection systems that integrate with client accounting platforms. Brian Ballinger drives the adoption of real-time banking technologies to improve transaction speed and security. By collaborating with product managers, the Managing Director tailors treasury services to meet the specific needs of various industries. Ballinger monitors global financial markets to provide clients with accurate forecasting and risk management advice. Through this leadership, the Managing Director enhances the bank's value proposition, helping corporate partners achieve greater financial efficiency and operational control in a complex economic environment.

Heather O'Connor, the Regional Managing Director at Truist, oversees all banking operations across the Mid-Atlantic market. Directing the performance of local branches, the Regional Managing Director ensures that community development initiatives align with the bank's broader corporate goals. This role involves managing regional sales teams and fostering relationships with local business leaders to drive growth. Heather O'Connor drives the implementation of regional marketing strategies that highlight the bank's commitment to personalized service. By analyzing local economic trends, the Regional Managing Director adjusts resource allocation to support high-growth sectors within the territory. O'Connor coordinates with central leadership to ensure that regional operations remain consistent with national standards. Through this focus on regional market dynamics, the Regional Managing Director strengthens the bank's presence and deepens its connection to the communities served.

Keith Carpenter, the Managing Director at Truist, leads the insurance services division, providing comprehensive risk protection solutions to both individuals and businesses. Overseeing the underwriting and distribution of insurance products, the Managing Director ensures that coverage options address the diverse needs of the bank's client base. This role involves managing partnerships with major insurance carriers to offer competitive rates and specialized policies. Keith Carpenter drives the integration of insurance offerings into the broader wealth management and commercial banking portfolios. By analyzing risk profiles and market demand, the Managing Director optimizes the product mix to maximize revenue and client satisfaction. Carpenter coordinates with financial advisors to provide holistic planning that includes asset protection. Through this leadership, the Managing Director enhances the bank's ability to provide a full suite of financial services, ensuring long-term security for clients.

James Gilmartin, the Managing Director at Truist, directs the strategic initiatives for the small business banking segment. Overseeing the development of specialized lending and deposit products, the Managing Director ensures that entrepreneurs have access to the capital required for growth. This role involves managing relationships with local business associations and chambers of commerce to promote the bank's services. James Gilmartin drives the implementation of digital tools that simplify account management and payroll processing for small business owners. By monitoring the performance of the small business portfolio, the Managing Director identifies opportunities for product enhancement and market expansion. Gilmartin coordinates with regional managers to ensure that small business needs are met with consistent, high-quality service. Through this focus on the small business sector, the Managing Director supports local economic development and strengthens the bank's community impact.