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Kent Moegerle — Head of U.S. Markets, BNY Wealth · BNY Wealth · Atlanta, Georgia, United States.
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About
Creator of memorable profitability scenarios by driving commitment and trust amongst key stakeholders and clients. Deep expertise in financial services, specifically in the areas of wealth management, transforming organizations that propel revenue growth, enabling operational efficiency through innovation and stellar teams and supporting enterprise initiatives through strategic influence.
□ Strategic Growth & Transformation. An agent of change adept in building and executing critical strategies to expand geographic reach and advance refreshed missions for success. Quickly assesses key constraints to assemble and engage the talent and resources to build call-to-action roadmaps. Led SunTrust’s strategic deployment of a refreshed wealth management platform throughout the southern region as the organization’s business model shifted to a precisely targeted effort with distinctly stratified levels of investor.
□ Leadership Effectiveness. Skilled developer of individuals and teams, possessing an innate ability to envision and communicate linkage between moment-to-moment activity and sustainable, bottom-line results. Authentically earns confidence and trust at all levels of the organization. Makes unpopular decisions quickly, confidently and moves to the next challenge.
□ Revenue Growth and P&L Management. Creates memorable profitability scenarios by generating cohesiveness and commitment among stakeholders well ahead of execution. Builds upon serial successes in wealth management services and an ownership outlook in all projects. Grew new assets to the firm from $1B to nearly $2B over a five-year period at SunTrust.
□ Business Development. Leverages analytical skills to improve processes and drive better top to bottom customer experiences that create long-term value for both the organization and all stakeholders. Collaborates across all support teams to build new trajectories for underperforming entities. Generated remarkable growth at a legacy institution years after merger, bringing it to top market production performance over a three-year span.
Experience
Head of U.S. Markets, BNY WealthCurrent
May 2026 – Present
Executive Vice President, Private Wealth Management Division Executive
Truist · Atlanta, GA
Jan 2016 – Dec 2019
• Spearheaded revenue growth and market initiatives in Tennessee, Georgia, and northern Florida, which grew wealth management revenues by 10% over a two-year period to $300M while increasing assets under advisement to $32B. • Piloted new initiatives in Private Wealth across multiple business lines and led a team of 250 advisors, which generated deposits to $5B, representing 40% of private wealth’s total deposits and loans to $3B, or 35% of all loans, combined these comprised 50% of the group’s assets under management. • Increased gross new assets from $1.5B to $1.9B over a three-year period. • Developed a vertical integration strategy within the Commercial division by aligning skillsets and industry knowledge, which resulted in total opportunity growth of 30% YOY. • Established and led a task force to align investment banking, commercial and corporate banking, and private wealth resources, which enhanced business planning, sell side advice, post-sale business and family planning services. • Achieved first-in-market to close a cross line of business transaction producing $20M in revenue. • Integrated Family Offices into the Private Wealth Management organization with no turnover of key advisors or clients, acquiring $500M new assets under management.
Education
Skills
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