OKLAHOMA CITY — Oklahoma Fidelity Bank has added David Carlson to the organization's growing private banking division, which offers customers concierge banking services and tailored wealth management solutions. Carlson assumes oversight of the bank's portfolio, working with new and existing customers throughout the greater Oklahoma City area.
"The addition of David to our team enables us to help the growing number of customers who are in need of a more personalized, concierge-style banking relationship," said Matt Scholfield, private banking manager at Oklahoma Fidelity Bank. "Private banking is highly dependent on the ability to build strong relationships and for both parties to aim at the same target. David's ability to deliver on both financial and service fronts make him a true asset to the bank and to our clients."
A native Oklahoman, Carlson received a bachelor's degree in fine arts from the University of Oklahoma and a Master in Business Administration with an emphasis in accounting from the University of Central Oklahoma. He has eight years of financial industry experience, including private banking.
"Memorable, trustworthy service relies on clear communication and high availability," said Carlson. "My dedication to our customers extends beyond just their financial success; I want to ensure they feel heard, valued, and are confident in their relationship with Oklahoma Fidelity Bank."