Deidre S. Waltz
Senior Vice President, Argent Trust Oklahoma
- Role
- Senior Vice President at Argent Trust Oklahoma Formerly Heritage Trust
- Location
- Elmhurst, IL, US
- LinkedIn followers
- 500 followers
About Deidre S. Waltz
As a Relationship Manager, I oversee Argent Trust Company’s role as trustee for high net worth families with complex investment programs and multi-generational estate planning needs. I ensure all aspects of my client’s financial situation is fully integrated, collaborate with partners and the client’s advisors to ensure recommendations are properly executed and monitored. I identify, quantify and assist in the implementation of sophisticated strategies to achieve my client’s financial and legacy goals.
Experience
Senior Vice President
Argent Trust Oklahoma Formerly Heritage Trust
Jan 2020 — Present · US
Education
National Graduate Trust School
Trust and Estate law and taxation
Oklahoma State University
Bachelor of Science (BS), Accounting
1981 — 1985
Skills
- Securities
- Fixed Income
- Estate Planning
- Alternative Investments
- Fiduciary
- Equities
- Accounting
- Investments
- Portfolio Management
- Financial Services
- Trusts
- Investment Oversight
- High Net Worth Individuals
- Hedge Funds
- Wealth Management
- Mutual Funds
- Asset Allocation
- Risk Management
- Wealth
- Asset Management
- Investment Management
- Investment Advisory
- Financial Analysis
- Wealth Management Services
- Strategic Financial Planning
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