Frieda serves as Managing Director of Strategic Client Development. She leads our Business Transition Advisory Team with the intent to optimize the personal and financial readiness for business owners considering a transition.
Frieda previously served as Managing Director for the Business Transition Advisory Group at Truist and was responsible for strategic client development between Wealth and the Corporate & Investment Group. Frieda began her 20+ year financial services career in strategy consulting and has experience across wealth management including practice management consulting, portfolio management, client service, and business development.