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Tom Crites, CIMA®

Tom Crites, CIMA®

Trust and Estate Sales Officer

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location of Tom Crites, CIMA®Euless, Texas, United States

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  • Timeline

  • About me

    Regional Associate Sales

  • Education

    • Lubbock Monterey High School

      -
      High School Diploma

    • Texas Tech University - Rawls College of Business

      -
      B.B.A. Accounting

      Activities and Societies: Omicron Delta Epsilon, Honorary Economics Society

  • Experience

    • Bank of America, N.A.

      Aug 2000 - Nov 2009
      Trust and Estate Sales Officer

      Proactive business development of personal trust and investment management services to high net worth clients with investable assets over $1,000,000. Consistently met or exceeded annual revenue goal of $200,000/year. Key participant in the development and implementation of the Premier Banking trust model. The new trust model surpassed $1B in assets under management in less than 6 years. Trained Premier Bankers across the franchise to broaden knowledge of estate planning and fiduciary investments. Supervised clerical staff and administered performance appraisals. Show less

    • American Beacon Advisors

      Jul 2010 - Oct 2015
      Private Equity Analyst

      Financial analysis of Private Equity Fund investments at American Beacon Advisors, Inc.

    • Resolute Investment Managers (parent company of American Beacon Advisors)

      Oct 2015 - now
      Investment Sales

  • Licenses & Certifications

    • FINRA Series 6, 7 & 63 Securities License

      Financial Industry Regulatory Authority (FINRA)