Pam Howie, Ctfa, Cfirs, Atfa
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Pam Howie, Ctfa, Cfirs, Atfa Email & Phone Number

SVP Strategic Initiative and Operational Risk Officer-Trust and Wealth at Bank OZK
Location: Dallas-Fort Worth Metroplex, United States, United States 10 work roles 4 schools
1 work email found @genspring.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Work email p****@genspring.com
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Current company
Role
SVP Strategic Initiative and Operational Risk Officer-Trust and Wealth
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size

Who is Pam Howie, Ctfa, Cfirs, Atfa? Overview

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Quick answer

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.

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Email format at Bank OZK

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*@genspring.com
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AeroLeads found 1 current-domain work email signal for Pam Howie, Ctfa, Cfirs, Atfa. Compare company email patterns before reaching out.

Profile bio

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

Current workplace

Pam Howie, Ctfa, Cfirs, Atfa's current company

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Bank OZK
Bank Ozk
SVP Strategic Initiative and Operational Risk Officer-Trust and Wealth
Florida, United States
Website
Employees
2885
AeroLeads page
10 roles · 31 years

Pam Howie, Ctfa, Cfirs, Atfa work experience

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Svp Strategic Initiative And Operational Risk Officer-Trust And Wealth

Florida, United States

Svp Strategic Initiative And Operational Risk Officer-Trust & Wealth

Current

Little Rock, Arkansas, US

Honored to be recognized as a Senior Leader for our Trust & Wealth Division

Oct 2021 - Present

Vp Strategic Initiative And Operational Risk Officer-Trust & Wealth

Little Rock, Arkansas, US

Sep 2019 - Oct 2021

Operational Risk Officer, Trust & Wealth Management

Little Rock, Arkansas, US

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, &.

Oct 2016 - Aug 2019

Vp Trust Services At Westwood Trust

Dallas, TX, US

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.

May 2015 - Aug 2016

Trust Services Manager, Fiduciary Analyst

Genspring Family Offices

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.

Oct 2011 - Dec 2014

Vp - Trust Officer - New Account Liaison

Charlotte, NC, US

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.

May 2003 - Sep 2011

Trust Officer

Charlotte, NC, US

Administer trust, custody, and investment agency accounts.Led KYC process initiative for team

Feb 2002 - May 2003

Administrative Assistant

Snipes Advertising

bookkeeping & filled orders

Jan 2001 - Dec 2001

Finance Assistant

Bedford, Texas, US

created Excel reports for Accounts Payable & Accounts Receivable clerks during school breaks

1995 - 1997 ~2 yrs
Team & coworkers

Colleagues at Bank OZK

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4 education records

Pam Howie, Ctfa, Cfirs, Atfa education

Bba, Trust & Investment Management, Minor In Financial Planning

Campbell University

Trust Audit, Compliance, & Risk Management, Fiduciary Investment Risk

Cannon Financial Institute

Graduate Trust School, Trust, Investments, Fiduciary Ethics, Financial Planning

American Bankers Association

Aa, Business, Economics

Pasco-Hernando Community College
FAQ

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.

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