Casey Frank-Felix

Vice President And Trust Officer at Stride Bank, N.A.

Casey Frank-Felix has over 18 years of work experience. From 2003 onwards, Casey worked as a Vice President and Trust Officer at Stride Bank, N.A., where their main responsibilities included serving as a relationship manager and fiduciary advisor to clients for trust administration and estate planning. They were also responsible for administering personal trust accounts and staying updated on current state and federal statutes. Casey also assisted with business development activities. Prior to that, from 2003 to 2015, Casey held various roles at Central National Bank & Trust Co. of Enid, including AVP, Trust Officer and Customer Service Manager. They managed relationships with small business banking customers, growing revenue through prospecting for new business and retaining and expanding existing customer relationships. Casey also worked as the Director of Recruiting at Professional Resources for Nurses, Inc from 2002 to 2003 and as a Financial Representative at American General Finance from 2001 to 2002.

Casey Frank-Felix attended Oklahoma State University from 1997 to 2001, where they obtained a degree in Finance with a focus on Commercial Bank Management. In addition to their degree, Casey also obtained the certification of Certified Trust & Fiduciary Advisor from the ICB in February 2014. They also graduated from the Schools of Banking Commercial Lending School, although the institution and exact date are not specified.

Links


Timeline

  • Vice President And Trust Officer

    November, 2003 - present