Daniel Puente

Trust Services Manager, First Vice President at Amerant Bank

Role
Trust Services Manager First Vice President at Amerant Bank
Location
Miami, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Trust Services Manager First Vice President

    Amerant Bank

    Apr 2024 — Present · US

    Trust Services Manager overseeing Trust Officers in Trust Department of Amerant Bank. I also assist prospective clients regarding their estate plan, refer them to necessary professionals, and administer Trusts & Estates for high net worth and ultra high net worth clients. Responsible for Trust & Estate business development, along with the team of excellent private bankers. I also specialize in Land Trust book of business for bank, helping clients maintain their privacy when purchasing real estate.

Education

  • Florida State University - College of Business

    Bachelor of Science (B.S.)

    2006 — 2010

  • Florida State University College of Law

    Doctor of Law (J.D.)

    2010 — 2013

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Daniel Puente — Trust Services Manager First Vice President at Amerant Bank in Miami, FL, US | Unifers