Trent Green
Managing Director @Oakworth Capital Bank
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WORK HISTORY
Managing Director @Oakworth Capital Bank
WHAT WE DO: We help business owners, successful professionals, corporate executives, and families free up time and mental energy needed to focus on what they enjoy most and do best so they can succeed in life and build wealth for generations. HOW WE DO IT: The Oakworth Process 1. Getting to know you - ask questions and listen to better understand your needs and goals. Present solutions - organize the Oakworth team with specialists that fit your immediate needs and work with you to develop a strategy for achieving what matters most to you. Establish your Oakworth relationship - Establish your accounts and ensure accounts are coordinated and appropriately structured, while streamlining your transition from existing financial institutions 4. Help improve your financial life - Communicate with you based on your preferences and proactively communicate solutions as your financial needs change while coordinating the Oakworth team to ensure a high level of service. WHERE YOU\'VE SEEN US: Ranked #1 Best Banks to Work for in 2021, 2020, 2019 & 2018, INC One of America\'s Fastest Growing Private Companies in 2020, 2019, 2018, & 2016, A+ Health Rating by Depositaccounts.com. STORIES: check out our client reviews and testimonials here - OUR PODCAST (Trading Perspectives): OUR BLOG (Common Cents): AREAS OF EXPERTISE: Commercial Banking, Private Banking, Retirement Planning, Individual Retirement Accounts, Individually Managed Accounts, Financial Planning, Full Discretionary Trustee Services, Directed Trustee Services, Estate Administration, Modified Family Office Services, Custodial Service for Assets, Portfolio Analysis https://oakworth.com/our-approach/
EDUCATION
The University of Alabama
Bachelor of Science (BS), Finance, General
SKILLS
ABOUT TRENT GREEN
Mr. Green\'s area of responsibility includes treasury management products, sales, and support. Mr. Green worked for both Regions Financial Corporation and Compass Bank before joining Oakworth Capital in October of 2007. His work experience includes retail banking, private banking and treasury management. He served as assistant vice president in treasury management for Regions Financial Corp, with a sales area that included central Alabama and out-of-market national corporate banking clients. He also served as vice president and relationship manager in private banking at both Regions Morgan Keegan and Compass Bank. Mr. Green has held the professional designation of Certified Treasury Manager (CTP) since 2001. Mr. Green majored in finance while at the University of Alabama. He currently serves on the Board of Trustees for the Beta Delta Chapter of Alpha Tau Omega at the University of Alabama.
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