Trust Company of Oklahoma
Stacey Curtis has extensive experience in the finance industry, primarily focusing on trust and asset services. Stacey is currently working as a Senior Vice President at Trust Company of Oklahoma since 2022. Prior to this, Stacey held various roles at BOK Financial, including Senior Vice President, Business Development Officer - Retirement Plans & Asset Services, Vice President, Business Development Officer - Retirement Plans & Asset Services, and Vice President, Relationship Manager - Retirement Plans & Asset Services. Stacey was responsible for providing retirement plan services, asset services, and corporate trust services to institutional clients. Stacey also worked as a Trust Officer and Personal Trust Administrator at The Trust Company of Oklahoma from 2010 to 2015, and as a Trust Associate at Bank of Oklahoma from 2008 to 2010.
Stacey Curtis attended the University of Arkansas from 1995 to 1997. However, no specific degree or field of study information is provided for this period. Following that, Stacey attended Arkansas State University and obtained a Bachelor of Science (BS) degree in Corporate Finance. Additionally, Stacey holds a certification as a Certified Trust and Financial Advisor (CTFA) from the American Bankers Association, although no information regarding the date of the certification is provided.
Trust Company of Oklahoma
Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City. Founded in 1981, the company provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. Our professionals have the expertise and experience to develop your financial road map, plan for the unexpected, grow your lifetime savings, help your employees save for retirement, and help you retire comfortably avoiding the risk of depleting your wealth. Trust Company of Oklahoma currently manages over $5.5 billion in client assets. Learn more about our financial solutions at TrustOk.com or call 918-744-0553.