• VP , Wealth Advisor

    Bank OZK (Atlanta, GA)
    …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +...management assets in a banking, broker-dealer or registered investment advisor related role, preferred. + Experience with Money Guide… more
    Bank OZK (12/10/24)
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