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Wealth Management Executive Summit
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Wealth Management Executive Summit

Discussion focuses on the effective rollup of investments services through Trust into a comprehensive wealth management offering. Participants include CEO/Presidents, Trust Executives, Program Managers, and Sales Directors.

2/12/2013 to 2/13/2013
When: 2/12/2013
Where: Ritz-Carlton
Dallas, TX 

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For more information regarding sponsorship, attending a summit, or for general information, please contact Scott Stathis at scott.stathis@bisra.com.


February 12-13
Wealth Management Executive Summit
Ritz-Carlton, Dallas

Discussion focuses on the effective rollup of investments services through Trust into a comprehensive wealth management offering. Participants include CEO/Presidents, Trust Executives, Program Managers, and Sales Directors.

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