Regina D. Pruitt
Senior Private Wealth Strategist @Simmons Bank
Sherman, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2024 — Present
Senior Private Wealth Strategist @Simmons Bank
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Sherman, TX, US
EDUCATION
N/A
Institute of Certified Bankers
CTFA-Certified Trust and Financial Advisor
2008 — 2012
Cannon Financial Trust School I, II and III
CTFA, Trust
SKILLS
Ctfa-Certified Trust and Financial AdvisorAsset ManagementTrust and Wealth ManagementFinancial PlanningEstate Administration401kHigh Net Worth IndividualsEquitiesFinanceCustomer ServiceAsset ManagmentAlternative InvestmentsEmployee BenefitsBondsCross SellingWealth ManagementConsumer LendingInvestmentsAsset AllocationCreditPrivate BankingEstate PlanningCredit AnalysisCharitable TrustsMicrosoft Office
ABOUT REGINA D. PRUITT
Demonstrated history of working in the banking industry. Skilled in Credit Analysis…
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