Directory
>
Stacey Curtis Ctfa
Stacey Curtis Ctfa
Senior Vice President | Trust Company of Oklahoma
Tulsa, Oklahoma, United States
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.
Stacey Curtis Ctfa
Work Experience
Senior Vice President at
Trust Company of Oklahoma
December 2022 - Present
Senior Vice President, Business Development Officer - Retirement Plans & Asset Services at
BOK Financial
March 2022 - December 2022
Vice President, Business Development Officer - Retirement Plans & Asset Services at
BOK Financial
October 2019 - March 2022
Vice President, Relationship Manager - Retirement Plans & Asset Services at
BOK Financial
August 2015 - October 2019
Trust Officer, Personal Trust Administrator at
Trust Company of Oklahoma
March 2010 - July 2015
Trust Associate at
Bank of Oklahoma
March 2008 - March 2010
Stacey Curtis Ctfa
Education
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
*******@trustok.com
*************@oneok.com
Colleagues
Sr. Vice President
Senior Vice President
Vice President
Senior Vice President
Senior Vice President-Portfolio Manager
President And Ceo
SVP, Portfolio Manager
Sr. Vice President
Vice President
Vice President