Attract and Retain Trust Assets – Understanding Trusts and Creating Multi-Generational Relationships Through their Use – BOK Financial Advisor Trust Services – 12.8.23

January 6, 2021

Title: Attract and Retain Trust Assets – Build Multi-Generational Client Relationships

Date: Friday, December 8, 2023

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

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Now On Demand

Join us for an interactive and informative webcast where our experts will cover:

Rosemary Hueser Senior Vice President and Manager Advisor Trust Services BOK Financial Advisor Trust Services

Over 25 years of experience in the financial industry focused mainly on trust services for advisors and their clients
Leads a dedicated team of experienced fiduciary, sales and compliance professionals who serve advisors and their clients providing trust administration services
Responsible for the development and oversight of Advisor Trust Services business line throughout the BOK Financial footprint and nationally
Develop a national strategy to brand, communicate and effectively deliver BOK Financial Advisor Trust Services to the investment advisor community
Presenter in the area of “advisor friendly trust services” to educate advisors and centers of influence during local and national industry events
Bachelor of Business Administration/Emphasis in Finance, Colorado State University, Fort Collins, Colorado
Member of Girl Scouts, Gamma Phi Beta Alumni