About Us/Contact/Helpful Links

 

About Us

Trust Group Shot

The trust department at T Bank is a full service trust provider supporting the investment needs of our clients and the clients of outside investment advisors and managers.

Mariela Tovar
Data Input
Deposits; Online Access; ACH; Statements
Lisa Ortiz
Client Services
New Accounts; Disbursements; Fees; Tax Information
Wendi Kamis
Operations Support
Deposits; ACH; Statements; Tax Information
Alan French
Investment Support
Custodian reconciliations, Investment Models, Tax Information; Performance
Beth Parsons
Managerial Support
Operational Management Support, Account and Investment Support
Charles Holmes
Department Manager
Investment Support; Account Support; Department Management

Contact Us

T Bank Trust Department

16200 Dallas Pkwy #190
Dallas, TX 75248
(972) 720-9045

Helpful Links

T Bank