• VP Fiduciary Officer

    Bank OZK (Clearwater, FL)
    …to Trust Administration Committee (TAC), after consultation with Regional Director and/or Chief Fiduciary Officer . + Reviews fiduciary tax returns and works ... issues for escalation and consultation with Regional Director and/or Chief Fiduciary Officer . + Communicates and collaborates effectively with teammates.… more
    Bank OZK (01/17/25)
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  • VP , Wealth Advisor- Trust & Wealth

    Bank OZK (Fort Lauderdale, FL)
    …business development plan in conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in leadership roles. + ... is established and maintained. + Assures delivery of quality fiduciary services to all clients of Trust and Wealth...legal issues involving the day-to-day management of a Bank's fiduciary function necessary to its successful operation. + Knowledge… more
    Bank OZK (12/10/24)
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