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Stacey Curtis Ctfa

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Stacey Curtis Ctfa

Senior Vice President | Trust Company of Oklahoma

Tulsa, Oklahoma, United States

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Stacey Curtis Ctfa

Summary

Stacey Curtis is a seasoned financial services professional with extensive experience in retirement plan solutions and asset management. Currently serving as the Senior Vice President at Trust Company of Oklahoma, she has a robust background in banking, estate planning, and wealth management. Her career spans over a decade, during which she has held pivotal roles at prominent institutions like Bok Financial. Stacey is known for her strong relationship-building skills and her commitment to helping clients navigate complex financial landscapes. With a Bachelor of Science in Corporate Finance, she combines academic knowledge with practical experience to deliver exceptional service. Passionate about financial education, she has contributed to publications that enhance client understanding of investment strategies. Stacey's leadership in the industry is complemented by her deep understanding of regulatory environments and fiduciary responsibilities. She is dedicated to innovation in retirement planning and asset allocation, ensuring clients achieve their financial goals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Stacey Curtis Ctfa

Work Experience

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Senior Vice President at

Trust Company of Oklahoma

December 2022 - Present

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Senior Vice President, Business Development Officer - Retirement Plans & Asset Services at

BOK Financial

March 2022 - December 2022

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Vice President, Business Development Officer - Retirement Plans & Asset Services at

BOK Financial

October 2019 - March 2022

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Vice President, Relationship Manager - Retirement Plans & Asset Services at

BOK Financial

August 2015 - October 2019

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Trust Officer, Personal Trust Administrator at

Trust Company of Oklahoma

March 2010 - July 2015

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Trust Associate at

Bank of Oklahoma

March 2008 - March 2010

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Stacey Curtis Ctfa

Education

University of Arkansas

January 1995 - January 1997

Arkansas State University, Bachelor Of Science (Bs)

Frequently Asked Questions about Stacey Curtis Ctfa

What is Stacey Curtis Ctfa email address?

Stacey Curtis Ctfa's primary email address is *******@trustok.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Stacey Curtis Ctfa work for?

Stacey Curtis Ctfa is a Senior Vice President at Trust Company of Oklahoma, a company specializing in Monetary Authorities-Central Bank.

Where Stacey Curtis Ctfa graduated from?

Stacey Curtis Ctfa holds a degree in from University of Arkansas.

How can I directly contact Stacey Curtis Ctfa?

To contact Stacey Curtis Ctfa directly, you can use the email address *******@trustok.com. Complete contact information is available upon registration with Muraena.

Who is Stacey Curtis Ctfa?

Stacey Curtis is a seasoned financial services professional with extensive experience in retirement plan solutions and asset management. Currently serving as the Senior Vice President at Trust Company of Oklahoma, she has a robust background in banking, estate planning, and wealth management. Her career spans over a decade, during which she has held pivotal roles at prominent institutions like Bok Financial. Stacey is known for her strong relationship-building skills and her commitment to helping clients navigate complex financial landscapes. With a Bachelor of Science in Corporate Finance, she combines academic knowledge with practical experience to deliver exceptional service. Passionate about financial education, she has contributed to publications that enhance client understanding of investment strategies. Stacey's leadership in the industry is complemented by her deep understanding of regulatory environments and fiduciary responsibilities. She is dedicated to innovation in retirement planning and asset allocation, ensuring clients achieve their financial goals.

Stacey`s contact details

mail

*******@trustok.com

*************@oneok.com

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