Daniela Lasic in

Daniela Lasic

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Senior Vice President, Structured Credit Advisor at Truist Wealth
📍 Charlotte, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
29 Years
Current Role
Senior Vice President, Structured Credit Advisor
Job Level
Leadership
Location
Charlotte, North Carolina, United States
Personality Overview

How Daniela shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Daniela cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2022
Senior Vice President, Structured Credit Advisor
Truist Wealth
10-2011 - 4-2022
Director, Credit Manager
Bank of America
4-2004 - 10-2011
Vice President, Senior Credit Underwriter
Bank of America
7-2001 - 4-2004
Assistant Vice President, Credit Risk Analyst
Bank of America
12-1995 - 7-2001
Loan Officer
Bank of America
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2001
Finance
Master of Business Administration
1988 - 1992
Accounting and Finance
Bachelor of Science, Accounting and Economics
CTP
Certified Treasury Professional
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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