Nancy Sims

Nancy Sims

Vice President - Trust Officer & Operations Supervisor at Texas Gulf Bank, N.A.

Location
Houston, Texas Area
Industry
Banking

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Nancy Sims's Overview

Current
Past
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Connections

93 connections

Nancy Sims' Summary

I am a 2011 graduate of Texas Bankers Association Trust School and completed the Graduate level in 2012. I currently serve as Trust Officer for over 130 accounts and Operations Supervisor for the Wealth Management Department.

The Wealth Management department of Texas Gulf Bank was approved by the Office of the Comptroller of the Currency in 1982. We currently manage more than 260 accounts with assets of approximately $650 million. Accounts managed by the department include Individual Retirement Accounts, Personal Trusts, Section 142 Trust for Minors, Management Trusts, Special Needs Trusts and self-directed Agency Accounts. The investment philosophy of Texas Gulf Bank’s Wealth Management department is conservative with a primary focus on the preservation and growth of capital over long periods of time. The Wealth Management Department will work closely with you to ensure that your account officer is aware of all needs of the beneficiary and will create an investment portfolio that provides the income and safety required. We strive to create long-term relationships in which we are always the advocate of our clients’ interest, while putting their needs first.

Nancy Sims' Experience

Vice President - Trust Officer & Operations Supervisor

Texas Gulf Bank, N.A.

Privately Held; 51-200 employees; Banking industry

August 2013Present (1 year 2 months)

Trust Operations

Texas Gulf Bank, N.A.

Privately Held; 51-200 employees; Banking industry

February 2009October 2012 (3 years 9 months)

Nancy Sims' Skills & Expertise

  1. Trust Administration
  2. Investment Management
  3. Asset Management
  4. Wealth Management
  5. Portfolio Management
  6. Banking
  7. Asset Managment
  8. Securities
  9. Customer Service
  10. Financial Analysis
  11. Mutual Funds

Nancy Sims' Education

Sam Houston State University

BBA, Banking & Financial Institutions

20042008

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