Pam Howie, Ctfa, Cfirs, Atfa Email & Phone Number
@genspring.com
LinkedIn matched
Who is Pam Howie, Ctfa, Cfirs, Atfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Pam Howie, Ctfa, Cfirs, Atfa is listed as SVP Strategic Initiative and Operational Risk Officer-Trust and Wealth at Bank OZK, a company with 2885 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at genspring.com and a matched LinkedIn profile for Pam Howie, Ctfa, Cfirs, Atfa.
Pam Howie, Ctfa, Cfirs, Atfa previously worked as SVP Strategic Initiative and Operational Risk Officer-Trust & Wealth at Bank Ozk and VP Strategic Initiative and Operational Risk Officer-Trust & Wealth at Bank Ozk. Pam Howie, Ctfa, Cfirs, Atfa holds Bba, Trust & Investment Management, Minor In Financial Planning from Campbell University.
Email format at Bank OZK
This section adds company-level context without repeating Pam Howie, Ctfa, Cfirs, Atfa's masked contact details.
AeroLeads found 1 current-domain work email signal for Pam Howie, Ctfa, Cfirs, Atfa. Compare company email patterns before reaching out.
About Pam Howie, Ctfa, Cfirs, Atfa
Experienced fiduciary services professional serving as project coordinator, providing fiduciary expertise, and ensuring compliance and risk management with a keen attention to various aspects of trust operations including distributions and cash management.While at Westwood Trust in Dallas, I spent 10+ months leading our system conversion activities while serving on the Trust Operations and Trust Legal teams calculating daily NAVs and performing annual trust & IRA account reviews. My most recent time at Westwood included authorizing new accounts, supporting pension plan administrators, and troubleshooting customer hang-ups with our online portal.During my 12+ year career in Florida, I administered personal trust, custody, & investment accounts as a trusted wealth management advisor in the Private Wealth Management space. As part of GenSpring's Wealth Advisory Center, my role shifted from administering a book of accounts to overseeing, monitoring, reviewing, & ensuring compliance in the administration of trust & IRA accounts for the entire firm. During my time at SunTrust, I was also an integral part of on-boarding new client relationships & developing a technological process for new accounts & training users.Specialties: Trust account administration, Risk Mitigation, Project liaison, Microsoft Word, Excel, & PowerPoint, Estate planning & settlement, Retirement & Tax planning, Investment advisor
Pam Howie, Ctfa, Cfirs, Atfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Pam Howie, Ctfa, Cfirs, Atfa work experience
A career timeline built from the work history available for this profile.
Svp Strategic Initiative And Operational Risk Officer-Trust & Wealth
CurrentHonored to be recognized as a Senior Leader for our Trust & Wealth Division
Vp Strategic Initiative And Operational Risk Officer-Trust & Wealth
Operational Risk Officer, Trust & Wealth Management
Work with Personal Trust Officers, Employee Benefit Plan Administrations, Portfolio Managers, Trust Operations staff, and Executive to identify & assess operational risks which may arise as a result of process failures, inadequate technology, data breaches, or over-reliance on vendors. The documentation of controls, calculation of residual risk, &.
Vp Trust Services At Westwood Trust
Project Manager for Accounting System ConversionProvided Fiduciary Support to Trust Officers & Development OfficersPerformed Annual Account Reviews of Trusts, IRAs, Investment Management & Custody accountsAuthorized or Declined new accounts presented for acceptanceResponded to Audit Requests for various employee benefit & foundation accountsAssisted.
Trust Services Manager, Fiduciary Analyst
As Trust Services Manager, I was responsible for maintaining oversight of the acceptance, administration, and cash management of personal trust accounts in compliance with the corporate trustee’s policies and served as the liaison for the corporate trustee’s Operational Risk Management Group & Audit Services. I participated in internal client-specific.
Vp - Trust Officer - New Account Liaison
I served as the Project Coordinator and point of contact for all Florida Wealth Team members and Trust Committee members utilizing the New Account Opening Tool for streamlining the acceptance, opening, and funding of new fiduciary & IRA accounts and providing individualized training to users. I facilitated the sales process of new-business referrals from.
Trust Officer
Administer trust, custody, and investment agency accounts.Led KYC process initiative for team
Administrative Assistant
bookkeeping & filled orders
Finance Assistant
created Excel reports for Accounts Payable & Accounts Receivable clerks during school breaks
Colleagues at Bank OZK
Other employees you can reach at ozk.com. View company contacts for 2885 employees →
April Salgado
Colleague at Bank OzkEllijay, Georgia, United States, United States
View →
AT
Andrew Teague
Colleague at Bank OzkHot Springs, Arkansas, United States, United States
View →
RD
Ray Dunavant
Colleague at Bank OzkDallas, Texas, United States, United States
View →
JB
Jonna Burt
Colleague at Bank OzkRussellville, Arkansas, United States, United States
View →
AD
Ashley Darvalics
Colleague at Bank OzkAthens, Georgia, United States, United States
View →
AR
Amanda Roman
Colleague at Bank OzkCharlotte, North Carolina, United States, United States
View →
JG
Jade Geraci
Colleague at Bank OzkLittle Rock, Arkansas, United States, United States
View →
JH
Janis Hale
Colleague at Bank OzkCovington, Georgia, United States, United States
View →
SC
Suzanne Cole
Colleague at Bank OzkUnited States, United States
View →
MB
Mark Baer
Colleague at Bank OzkLittle Rock, Arkansas, United States, United States
View →
Pam Howie, Ctfa, Cfirs, Atfa education
Bba, Trust & Investment Management, Minor In Financial Planning
Trust Audit, Compliance, & Risk Management, Fiduciary Investment Risk
Graduate Trust School, Trust, Investments, Fiduciary Ethics, Financial Planning
Aa, Business, Economics
Frequently asked questions about Pam Howie, Ctfa, Cfirs, Atfa
Quick answers generated from the profile data available on this page.
What company does Pam Howie, Ctfa, Cfirs, Atfa work for?
Pam Howie, Ctfa, Cfirs, Atfa works for Bank OZK.
What is Pam Howie, Ctfa, Cfirs, Atfa's role at Bank OZK?
Pam Howie, Ctfa, Cfirs, Atfa is listed as SVP Strategic Initiative and Operational Risk Officer-Trust and Wealth at Bank OZK.
What is Pam Howie, Ctfa, Cfirs, Atfa's email address?
AeroLeads has found 1 work email signal at @genspring.com for Pam Howie, Ctfa, Cfirs, Atfa at Bank OZK.
Where is Pam Howie, Ctfa, Cfirs, Atfa based?
Pam Howie, Ctfa, Cfirs, Atfa is based in Dallas-Fort Worth Metroplex, United States, United States while working with Bank OZK.
What companies has Pam Howie, Ctfa, Cfirs, Atfa worked for?
Pam Howie, Ctfa, Cfirs, Atfa has worked for Bank Ozk, Westwood Holdings Group, Inc., Genspring Family Offices, Suntrust Bank, and Bank Of America.
Who are Pam Howie, Ctfa, Cfirs, Atfa's colleagues at Bank OZK?
Pam Howie, Ctfa, Cfirs, Atfa's colleagues at Bank OZK include April Salgado, Andrew Teague, Ray Dunavant, Jonna Burt, and Ashley Darvalics.
How can I contact Pam Howie, Ctfa, Cfirs, Atfa?
You can use AeroLeads to view verified contact signals for Pam Howie, Ctfa, Cfirs, Atfa at Bank OZK, including work email, phone, and LinkedIn data when available.
What schools did Pam Howie, Ctfa, Cfirs, Atfa attend?
Pam Howie, Ctfa, Cfirs, Atfa holds Bba, Trust & Investment Management, Minor In Financial Planning from Campbell University.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial