Anthony Phillips, senior vice president/institutional wealth sales manager at Tulsa, Oklahoma-based BOKF, and Mark Nurdin, CEO for Bank of Texas, Fort Worth, recently announced the appointment of David Crotty, CRPC, as vice president/business development officer. Crotty will cultivate business opportunities for the institutional wealth management (IWM) retirement plans and asset services team in the North Texas market.
Crotty will be responsible for securing new client relationships of various products—including 401(k), 403(b), 457, defined benefit, ESOP, investment management, custody, foundation/endowment, fiduciary services and mineral rights—focusing primarily on the Dallas and Fort Worth markets. As a banking executive for more than 20 years, Crotty joins the IWM team from T. Rowe Price where he served as vice president/senior retirement sales executive in Texas, Oklahoma, Louisiana and Arkansas. Prior to T. Rowe Price, he served in various retirement positions with Ascensus, Transamerica, Merrill Lynch and as owner of DCDB Consulting.
“I look forward to creating new business relationships while leveraging my investment knowledge and retirement plan expertise,” Cotty says. “With the combination of the Bank of Texas brand and its extensive product offerings, I am confident that many institutions will be motivated to work with Bank of Texas.”
Crotty earned his BS degree in liberal arts from Columbia University. He is licensed by the State of Texas insurance, is a chartered retirement planning counselor and holds licenses NASD series 7, 63 and 66.
“He brings a wealth of experience in sales, product development, marketing and team management that will enable further growth of our business in the DFW market,” Phillips says.
BOK Financial Corp. is a $47 billion regional financial services company with $92 billion in assets. One of its holdings, BOKF NA, operates banking divisions across eight states as Bank of Albuquerque, Bank of Oklahoma, Bank of Texas and BOK Financial in Arizona, Arkansas, Colorado, Kansas and Missouri.
