Deidre S. Waltz
Senior Vice President @Argent Trust Oklahoma Formerly Heritage Trust
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WORK HISTORY
Senior Vice President @Argent Trust Oklahoma Formerly Heritage Trust
US
EDUCATION
National Graduate Trust School
Trust and Estate law and taxation
Oklahoma State University
Bachelor of Science (BS), Accounting
SKILLS
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.
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