Dawn Bitton

Senior Vice President Trust & Family Office Rocky Mountain Market Leader & Advisor @Parkside Financial Bank & Trust

Denver, CO, US
EMAILS
d••••••@pfbt.com
MOBILE NUMBERS
+14•••••••30

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WORK HISTORY

Jan 2023 — Present

Senior Vice President Trust & Family Office Rocky Mountain Market Leader & Advisor @Parkside Financial Bank & Trust

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EDUCATION

2013 — 2017

Cannon Financial Institute

Trust 3 of 3 for CTFA

2007 — 2009

American Bankers Association

Trust Expertise Level I, II, III

N/A

Colorado State University

Bachelor of Science (BS), Business Management w/ Specialization in Public & Non-Profit Management & Marketing

SKILLS

BankingStrategic Financial PlanningWealth ManagementTrust ServicesInvestmentsPortfolio ManagementMutual FundsAsset ManagementAsset AllocationEstate PlanningFinancial ServicesHigh Net Worth IndividualsInvestment AdvisoryWealth Management ServicesWealthTeam BuildingCustomer ServiceStrategic PlanningMicrosoft OfficeSalesNegotiationSocial MediaMarketing

ABOUT DAWN BITTON

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