See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Mark Milton profile image

Mark Milton

Director, Institutional Services at Argent Financial Group
Intro Book
Seasoned finance professional with 20+ years of experience in banking, portfolio management, and wealth management.
  • Claim this Profile
Location
New Orleans, Louisiana, United States, US
Languages
  • English -
Skills
  • Banking
  • Financial Services
  • Portfolio Management
  • Wealth Management
  • Loans
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Mark Milton is a seasoned finance professional with over 20 years of experience in banking, portfolio management, and wealth management. He has held various leadership positions at top financial institutions, including Regional Managing Director at IBERIABANK and Executive Vice President at CAPITAL ONE BANK. Milton has a strong background in commercial lending, credit, and asset management, with expertise in serving institutional clients and providing retirement consulting services. He is based in New Orleans, Louisiana.

Experience

  • Argent Financial Group
    • Director, Institutional Services

  • Argent Financial Group, Inc.
    • Greater New Orleans Area
    • Director, Institutional Services
      • Apr 2018 - Present
      • Greater New Orleans Area

      Responsible for 3 strategic lines of business. Managing Principal for Argent Retirement Plan Advisors which is an SEC registered investment advisory firm with over $1.6 billion in assets, specializing in providing 3-38 and 3-21 retirement consulting services to plan sponsors. Responsible for Argent Funeral and Cemetery trust services which provides Preneed, Cemetery Merchandise and Perpetual Care trustee services to over 150 clients in 36 states with assets of over $1.5 billion. Market leader for Argent Trust Company's New Orleans Wealth Management practice for both Personal and Institutional Clients.

  • IBERIABANK
    • Greater New Orleans Area
    • Regional Managing Director
      • Jun 2016 - Apr 2018
      • Greater New Orleans Area

      Responsible for the New Orleans and South Louisiana Trust Markets including offices in Baton Rouge and Lafayette.

  • Live Oak Bank
    • Wilmington, North Carolina Area
    • General Manager - DeathCare Lending
      • Jan 2015 - May 2016
      • Wilmington, North Carolina Area

      Responsible for Live Oaks Death Care Lending vertical providing SBA financing for the Funeral and Cemetery industry nationwide. In 2015 our team closed 43 transactions for over $65MM in SBA loans.

  • Regions Bank
    • Executive Vice President; Director Institutional Services
      • Nov 1997 - Jan 2015

      Responsible for over $38 Billion in assets, 7500 accounts and 150 full time employees, all fully engaged in growing our business and serving our clients needs. Specializing in Retirement Consulting, Asset Management, Institutional Custody and Pre Need Funeral Trust we provided advice, education and value added expertise to each of our client relationships

  • Capital One Bank
    • Senior Vice President
      • May 1994 - Oct 1997

      Trust Operations and Sales Support

  • J P Morgan Chase (formerly Ameritrust)
    • Senior Vice President
      • 1990 - 1994

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles