David Sides

About David Sides

Wealth Management Professional with experience in Trust Operations and Asset Management Operations.About Argent Financial Group Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $90 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, custody and escrow, retirement plan consulting and administration, ESOPs, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit

Experience

1. Director of Operations

   Argent Financial Group, Inc

   Jul 2018 — Present · Birmingham, AL, US

Education

• The University of Alabama

  BS, Finance

  1997 — 1999

Skills

• Sungard Addvantage
• Finance
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Business Analysis
• Retirement Planning
• Securities
• Portfolio Management
• Loans
• Relationship Management
• Microsoft Dynamics
• Investments
• Microsoft Excel
• Fund Accounting
• Wealth Management
• Cash Management
• Wealth Access
• Financial Services
• Project Management
• Operational Risk Management
• Trust Services
• Financial Analysis
• Vendor Management
• Trading
• Wealth Management Services
• Credit
• Envestnet
• Process Improvement
• Equities
• Asset Management
• Thomson Beta