Full Name
Rosemary Hueser
Job Title
SVP Manager of Advisor Trust Services
Company
BOK Financial
Speaker Bio
Rosemary Hueser has over 30 years of experience in the financial industry focused mainly on trust services for advisors and their clients. As the Senior Vice President of Advisor Trust Services line of business at BOK Financial, she leads a dedicated team of experienced fiduciary, sales and compliance professionals who serve advisors and their clients providing trust administration services. She is responsible for the development and oversight of the business line throughout the BOK Financial footprint and nationally. Rosemary also leads the development of a national strategy to brand, communicate and effectively deliver BOK Financial Advisor Trust Services to the investment advisor community. She is often a presenter in the area of “advisor-friendly trust services” to educate advisors and centers of influence during local and national industry events. Rosemary has a Bachelor of Business Administration/Emphasis in Finance from Colorado State. She’s married for 30 years with 2 adult children, member of Girl Scouts, an active alumni member of Gamma Phi Beta sorority and prefers outdoor activities during her free time.
Speaking At
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