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Wealth Management Executive Summit
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Wealth Management Executive Summit
Wealth Management Executive Summit

2/12/2013 to 2/13/2013

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


For more information regarding sponsorship, attending a summit, or for general information, please contact Scott Stathis at

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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Bank Insurance & Securities Association
2025 M Street, NW, Suite 800 | Washington, DC 20036
p: 202-367-1111 | f: 202-367-2111 | e: