John Marold
Fiduciary Resource Director at Truist Wealth
Based in Chapel Hill, United States
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Seniority
Director
Department
Finance & Accounting
Location
Chapel Hill
Industry
Financial Services
Company size
1.8K
Contact information
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j•••••••@truist.com
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Background
About John Marold
I am primarily responsible for the overall management, technical guidance, risk management and compliance oversight for Wealth Division’s Individual Retirement Account portfolio, including DOL Fiduciary Rule, affiliated investment compliance, and ERISA. Additionally, I train internal staff and outside centers of influence on various estate, tax, and retirement planning topics through extensive speaking engagements, podcasts, and teleconferences.I have been a speaker for many continuing education programs for physicians at University of Texas, Duke University, and Wake Forest Medical Schools. As well, I have been an instructor for CPA, Certified Financial Planner, attorney, insurance advisor, and federal/state bank examiner CE courses.I am a member of the North Carolina State Bar and admitted to practice before all North Carolina state courts, the Federal Court of the Middle District of North Carolina, Federal Bankruptcy Court of the Middle District of North Carolina and the U.S. Tax Court.
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