"When you think about what the [wealth] department can do and you think about the life cycle, you can really be there for your customers from the first day to even beyond the last," says Greg Littleton, president and CEO, Citizens Bank and Trust in Lake Wales, Fla., a $650 million institution that got into the wealth and trust business with an acquisition in 2004. Citizens, now 99 years old, grew the $45 million unit to more than $200 million at present. The unit today includes a brokerage subsidiary, a trust department and a private banking arm.
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机译:总裁兼首席执行官Greg Littleton说:“当您考虑[财富]部门的工作并考虑生命周期时,从第一天到最后一天,您都可以真正为客户服务。”位于佛罗里达州威尔士湖的Citizens Bank and Trust是一家拥有6.5亿美元资产的机构,并于2004年进行了收购,从而涉足了财富和信托业务。现年99岁的Citizens将其4,500万美元资产增至目前的2亿多美元。今天的部门包括经纪子公司,信托部门和私人银行部门。
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