
We work as one team at Truist to put industry expertise and the right advisory strategies to bear for you. Collaboration around your business matters.

Forum Topics:
- Financial Insights
- Business Transition Team
- Fraud Mitigation & Payments Optimization: Discuss ways to improve and automate your payment processes while also providing solutions to minimize payment fraud.
EO Member Value:
- Direct access to senior decision-makers for faster, strategic banking outcomes.
- Data-driven financial insights, fraud mitigation and transition/exit support.
MEET THEIR TEAM
About Truist Bank:
777 Brickell Ave Miami, FL 33131
A top-10 U.S. bank with a Southeast footprint, Truist combines enterprise-grade capability with a community-bank model, giving EO founders sophisticated credit, treasury and advisory resources delivered locally. Expect a coordinated bench (commercial, capital markets, private wealth) aligned to scale, de-risk, and prepare for transition—without the bureaucracy.
Specialty / Strengths:
Relationship-driven commercial banking with large-bank capability; working capital, payments & treasury, capital markets and wealth integration for growth-stage and middle-market entrepreneurs.

