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Elizabeth Currie

Middle Office Manager at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Argent Financial Group, Inc.</span>
Intro Book
Elizabeth Currie is a seasoned wealth management professional with 7 years of experience, holding a Bachelor's degree in Accounting and Business/Management, and proficiency in Financial Analysis, Wealth Management, and Financial Reporting.
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Location
San Antonio, Texas, United States, US
Languages
  • English -
Skills
  • Financial Analysis
  • Wealth Management
  • Financial Reporting
  • Account Reconciliation
  • Financial Accounting
  • Show all
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Bio

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Elizabeth Currie is a seasoned financial expert with a proven track record of delivering exceptional wealth management services. As a Middle Office Manager at Argent Financial Group, Inc., she has successfully managed over $65 billion in client assets, providing a broad range of services including trusts, estate planning, investment management, and more. Prior to joining Argent, Elizabeth held various leadership positions at NationsBank NA, Falfurrias State Bank, Harkins & Company, and Alice National Bank, where she honed her skills in accounting, operations, and customer service. Throughout her 30-year career, Elizabeth has demonstrated a commitment to excellence, earning her a reputation as a trusted and knowledgeable financial professional. Her expertise spans financial analysis, wealth management, financial reporting, and auditing, making her a valuable asset to any organization. Elizabeth holds a Bachelor's Degree in Accounting and Business/Management from Texas A&I University and is a seasoned professional with a strong educational foundation.

Experience

  • Argent Financial Group, Inc.
    • San Antonio, Texas Metropolitan Area
    • Middle Office Manager
      • Jun 2017 - Present
      • San Antonio, Texas Metropolitan Area

      About Argent Financial Group Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $65 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, in...

  • The Trust Company, a Division of Argent Trust C...
    • Corpus Christi, Texas
    • Senior Wealth Management Officer
      • Jun 1998 - Aug 2017
      • Corpus Christi, Texas

      Trust Administration & OperationsTax Reporting Liaison Audit LiaisonPart of the Argent Financial Group team

  • NationsBank NA
    • Corpus Christi, Texas Area
    • Regional Customer Service Manager
      • Jun 1988 - Jun 1998
      • Corpus Christi, Texas Area

      Over the 10 years, I worked in accounting, operations, customer service manager, branch manager in the Corpus Christ area before becoming the East Texas Regional Customer Service Manager.

  • Falfurrias State Bank
    • Falfurrias, Texas
    • Comptroller
      • Feb 1987 - Jun 1988
      • Falfurrias, Texas

      Accounting, Call Reports, Board of Director reports, Audit Liaison

  • Harkins & Company
    • Alice, Texas
    • Accountant
      • 1985 - Feb 1987
      • Alice, Texas

      Oil and Gas accounting

  • Alice National Bank
    • Alice, Texas
    • Accountant
      • 1980 - 1985
      • Alice, Texas

      Accounting

Education

  • 1976 - 1979
    Texas A&I University
  • 1973 - 1976
    Gregory Portland High School

Suggested Services

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Industry Focus. “Financial Services”

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