Frank Lewis

Nwa Trust Fiduciary Officer, VP @Bank OZK

Fayetteville, AR, US
EMAILS
f••••••••@ozk.com
MOBILE NUMBERS
+14•••••••30

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WORK HISTORY

Mar 2024 — Present

Nwa Trust Fiduciary Officer, VP @Bank OZK

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Fayetteville, AR, US

EDUCATION

1986 — 1992

Tennessee Technological University

B.S.B.A, Finance

N/A

University of North Carolina at Charlotte

Accredited fiduciary investment managment, trust investments

SKILLS

WealthAsset ManagementClient Relationship BuildingManagementPersonal Trust AdministrationInvestment ManagementWealth ManagementHedge FundsHigh Net Worth IndividualsPortfolio ManagementFinancial ServicesCrmInvestmentsFinancial AnalysisBankingAsset AllocationMutual FundsEquitiesWealth Management ServicesInvestment Strategies

ABOUT FRANK LEWIS

I am a seasoned professional that achieves financial results, builds key relationships that is important to the success of the company’s objectives, able to grow old and new relationships that improves profitability, and use my analytical skills to improve costs and maximize opportunities. I accomplish this by focusing on key results, adapting to shifting scenarios, and motivating others. Key Competencies:Sales & PresentationsRisk ManagementRelationship BuildingProject ManagementFinancial Analysis/BudgetingTeam Leadership & MgmtPortfolio ManagementCommunication/NegotiationExceptional customer service standardsNew Business Development

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