Mark Milton
Institutional Services at Argent Financial Group, Inc.
- Role
- Director, Institutional Services at Argent Financial Group, Inc
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Mark Milton
Mark joined Argent Financial in April 2018, where he is responsible for the Institutional Services activities throughout the Argent footprint including Retirement Consulting, Institutional Custody and Funeral Trust.
Experience
Director, Institutional Services
Apr 2018 — Present · New Orleans, LA, US
Responsible for 3 strategic lines of business. Managing Principal for Argent Retirement Plan Advisors which is an SEC registered investment advisory firm with over $1.6 billion in assets, specializing in providing 3-38 and 3-21 retirement consulting services to plan sponsors. Responsible for Argent Funeral and Cemetery trust services which provides Preneed, Cemetery Merchandise and Perpetual Care trustee services to over 150 clients in 36 states with assets of over $1.5 billion. Market leader for Argent Trust Company\'s New Orleans Wealth Management practice for both Personal and Institutional Clients.
Skills
- Investments
- Commercial Lending
- Loans
- Portfolio Management
- Commercial Banking
- Credit
- Risk Management
- Financial Services
- Banking
- Management
- Wealth Management
- Asset Management
- Retirement
- Leadership
- Financial Analysis
- Mutual Funds
- Retirement Planning
- Financial Planning
- Finance
- Securities
- Mergers & Acquisitions
- Business Development
- Credit Analysis
- Strategic Financial Planning
- Small Business Lending
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