Summary
Overview
Work History
Education
Professional Development
Timeline
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Loren Page

Dallas,TX

Summary

Results-focused interdisciplinary communications oriented wealth management professional. Proactive leader with strengths in wealth longevity and focused on implementing meaningful messaging to help empower clients in their financial legacies. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes within the trust, estate, and philanthropic spaces.

Overview

6
6
years of professional experience

Work History

Assistant Vice President Trust Officer

Community National Bank & Trust of Texas
Corsicana, Texas
01.2024 - Current
  • Researched tax laws and regulations related to trusts and estates for book of business exceeding $100 million.
  • Developed strategies for managing assets within a portfolio according to client objectives for trust, retirement, and investment accounts.
  • Ensured compliance with applicable laws and regulations regarding charitable giving for foundation accounts.

Senior Financial Operations Analyst

CLEAResult
Dallas, TX
12.2022 - 12.2023
  • Act as a liaison between Operations and Corporate Business and financial analysis organization to answer questions and research issues for dozens of programs.
  • Conduct ad hoc financial analysis and reporting as requested. Interpreted results and develop recommended actions and adjustments for program success and efficiency.

Private Bank Associate - Trust

Bank of America Private Bank
Dallas, TX
09.2020 - 12.2022
  • Deepened client and team engagement to keep team apprised of federal, state and local laws based on account strategy for trust, retirement, and investment accounts.
  • Enhanced financial performance metrics by cultivating and deepening over 250 successful and sustainable relationships.

Relationship Manager Small Business Owner

Bank of America
Frisco, TX
11.2018 - 09.2020
  • Conducted regular client meetings to assess business progress, discuss opportunities for growth, and address any concerns.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.

Education

Master of Arts - Mass Communication

Texas Tech University
Lubbock, TX
05-2016

Bachelor of Arts - General Studies

Texas Tech University
Lubbock, TX
05-2014

Professional Development

  • Texas Bankers Association Trust School - July 2024 (Completion and Graduation Requirement for CTFA)
  • Bank of America Private Bank Symposium - September 2022 (Voted Top Trust Performer in Market)

Timeline

Assistant Vice President Trust Officer

Community National Bank & Trust of Texas
01.2024 - Current

Senior Financial Operations Analyst

CLEAResult
12.2022 - 12.2023

Private Bank Associate - Trust

Bank of America Private Bank
09.2020 - 12.2022

Relationship Manager Small Business Owner

Bank of America
11.2018 - 09.2020

Master of Arts - Mass Communication

Texas Tech University

Bachelor of Arts - General Studies

Texas Tech University

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