Daniel Banis
EVP - Head of CitizensTrust Wealth Management & CitizensTrust Investment Services*
- Role
- EVP - Head of Citizenstrust at Citizens Business Bank
- Location
- Arcadia, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Daniel Banis
Dan began his career with Security Pacific National Bank and rose to the position of…
Experience
EVP - Head of Citizenstrust
Jun 2012 — Present · CA, US
Skills
- Sales Management
- Financial Planning
- Relationship Management
- Retirement
- Strategic Financial Planning
- Financial Services
- Retirement Planning
- Business Strategy
- Business Relationship Management
- Fixed Income
- Insurance
- Investments
- Leadership
- Portfolio Management
- Strategic Planning
- Wealth Management
- Series 7
- Asset Management
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