Trigger Alert: David Rice Joins Oregon Pacific Bank Trust & Wealth

🚀 Battle Card: Oregon Pacific Bank

• David Rice, Executive Vice President, Director of Trust & Wealth Management · 🔗 LinkedIn

• This Oregon Pacific Bank sales trigger underscores a push to unify services and enhance client experience by adding executive-level oversight. → Source

• Disjointed trust and wealth workflows hinder personalized service delivery

• Need for stronger risk management and strategic alignment across fiduciary teams

• Primary: Integrated WealthTech Platform → Streamlined operations and tailored client journeys

• Expansion: Risk & Compliance Solution → Enhanced governance and reduced fiduciary risk

• HQ: Florence, OR

• Employees: 148

• Rev: ≈ $75 M

• Website: oregonpacificbank.com

🤼 Competitive Intel

• Envestnet — Trust & Wealth Management Platform
• Unique edge: Open-architecture with multi-custodial support
• Evaluated by CFO & Director of Trust for investment aggregation depth

• Orion — Portfolio Management Suite
• Unique edge: Customizable client portals and billing automation
• Evaluated by VP Wealth Management for client experience tools

• Addepar — Wealth Data & Analytics
• Unique edge: Real-time performance reporting and analytics
• Evaluated by IT & Risk for data-driven compliance insights

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = David
COMPANY     = Oregon Pacific Bank
DEPT        = Trust & Wealth Management
SIZE        = ≈ TBD
BOTTLENECK  = Disjointed trust and wealth workflows hinder personalized service delivery
EVENT       = Executive hire
DETAIL      = Appoints David Rice as Executive Vice President, Director of Trust & Wealth Management
PAIN        = Disjointed trust and wealth workflows hinder personalized service delivery
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250915479081&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = 148
REV_EST     = ≈ $75M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Trust & Wealth Management

David—noticed your Trust & Wealth Management team is ≈ TBD.

That’s when Disjointed trust and wealth workflows hinder personalized service delivery slows growth.

We helped ≈ TBD fix this with ❑<1-line value>❑.

Result: ≈ TBD.  
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Appoints David Rice as Executive Vice President, Director of Trust & Wealth Management — Disjointed trust and wealth workflows hinder personalized service delivery.  
❑<1-line value>❑. ❑<metric>❑.  
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?" >>