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Visual Description: Truist logo appears on screen in front of a purple background and transitions to Raul Gutierrez seated in a purple chair in an interview room.
On-screen text: Raul Gutierrez. Head of Mergers & Acquisitions. Truist Securities.
Raul Gutierrez: The greatest misconception is that our objective is to convince a client to engage in a deal. That is not our goal. Our end goal is to build a trusted advisory relationship with our clients.
Visual Description: Mary Stroth walks through the Truist office into a meeting room, where she joins Raul Gutierrez and Jim Pirouz in a conversation.
Raul Gutierrez: We don't come into any conversation with clients with a set agenda or a set of products to push.
Visual Description: Raul Gutierrez is seated in the interview room speaking to the camera.
Raul Gutierrez: We simply listen to their objectives. If the answer is that there's not a deal to be done, and that is the right answer, we simply say so.
Visual Description: Jim Pirouz is pictured in the same interview room seated in a purple chair, speaking to the camera.
On-screen text: Jim Pirouz. Head of Capital Markets. Truist Securities.
Jim Pirouz: We spend a lot of time making sure we understand what their long-term goals and objectives are, so that we can provide the right advice, the right solution, and deploy the right teams on their behalf.
Visual Description: Jim is speaking to Raul and Mary in a conference room surrounded by Truist Purple windows, then Jim stops speaking and Raul begins to lead the conversation.
Raul Gutierrez: We focus on relationship quality and not deal quantity.
Visual Description: Mary and Jim are seen in the Truist conference room smiling at Raul as he leads the conversation, then the video transitions to Mary Stroth seated in the interview room speaking to the camera.
On-screen text: Mary Stroth. Head of Equity Sales, Trading & Research. Truist Securities.
Mary Stroth: Our relationships with our clients go back many years. On average, we probably have been covering these clients for 15 to 20 years or more. They're like family to us.
Visual Description: Jim, Raul, and Mary are having a conversation in a Truist meeting room in front of a TV screen displaying Truist’s title and logo. Jim starts off leading the conversation, followed by Raul.
Raul Gutierrez: For Truist Securities, collaboration is all about focusing on the client's success, which allows the client to focus on what they care about the most…
Visual Description: Raul is seated in the interview room speaking directly to the camera.
Raul Gutierrez: … which is running their business and their customers.
Visual Description: Jim is seated in the interview room speaking directly to the camera.
Jim Pirouz: As leaders within the organization, we work very closely with one another…
Visual Description: Video cuts back to the meeting room in the Truist office where Mary is leading a conversation with Jim.
Jim Pirouz: and we instill those values of caring and one team deep within the organization.
Visual Description: Mary Stroth is seated in the interview room speaking to the camera.
Mary Stroth: When they walk into a room and meet with our team, not only can they feel that personal touch…
Visual Description: Video cuts back to the meeting room where Mary is speaking to Raul and Jim in front of a television screen displaying Truist’s title and logo.
Mary Stroth: …but they can also feel that we're a team that really enjoys working together and having fun while finding the best solution for them.
Visual Description: Mary Stroth is seated in the interview room speaking to the camera.
Mary Stroth: What differentiates us is our clients really feel they're part of the team. So, we have the expertise to help them make their decisions, but we also want them to feel that they're a part of it.
Visual Description: Video cuts between Jim Pirouz seated in the interview room speaking to the camera and Jim, Mary, and Raul in the Truist meeting room having a conversation around a round table.
Jim Pirouz: We work as one team to bring the full breadth and depth of our capabilities to form holistic and comprehensive solutions for our clients.
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Visual Description: Truist Securities title and logo appear on screen in front of a purple background.
On-screen text: Truist Securities. Copyright 2024 Truist Financial Corporation. Truist and Truist Securities are service marks of Truist Financial Corporation. All rights reserved. Truist Securities is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. Securities and strategic advisory services are provided by Truist Securities Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank, Member FDIC.
