Sam Savage

About Sam Savage

Experienced trust and wealth management professional with a demonstrated history of working in the finance industry and providing a holistic approach to better the financial lives of clients.

Experience

1. VP Fiduciary Officer

   Bank OZK

   Mar 2024 — Present · Charlotte, NC, US

   Active management of revocable & irrevocable trusts, IRAs, and investment management accounts, to include:Active identification and remediation of complex trust issues to ensure proper system coding and compliance with bank policies and federal and applicable state lawsActive management of trust-owned specialty assets to include beneficiary-occupied property, commercial real estate, and farm and timberlandAs a senior trust officer, responsible for the education and training of other junior trust officers and administrative associates to increase their fiduciary acumenPartner with senior leaders of in the Trust & Wealth Management department to create new processes to modernize the trust businessActively engage clients to understand their unique needs, deepen relationships, and identify ways to improve their financial livesCollaborate with Portfolio Managers and Wealth Advisors to create holistic, strategic action plans to accomplish clients’ long-term financial goalsSourcing and developing new business by establishing relationships with multiple lines of business resulting in leads and referrals Written and verbal communication with clients to ensure their understanding of their relationship with the bank and to set expectations to ensure exceptional client experienceCollaboration with multiple back-office departments to ensure compliance with bank policies to mitigate risk

Education

• Campbell University

  Bachelor of Business Administration - BBA

  2013 — 2017