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Adam Workman Location
West Palm Beach, FL, US
Adam Workman Work
Vice President and Senior Trust Officer @ (April 2026 - Present)
Vice President and Senior Trust Officer @ (December 2024 - Present)
Vice President and Trust Advisor @ (July 2017 - December 2024)
Vice President and Trust Advisor @ (April 2015 - July 2017)
Senior Vice President and Senior Trust and Fiduciary Specialist @ (January 2013 - April 2015)
Vice President and Senior Trust Advisor @ (September 2004 - January 2013)
Vice President and Senior Relationship Manager @ Fleet Bank (September 2000 - September 2004)
Vice President and Trust Officer @ (May 1997 - September 2000)
Trust Officer @ Bankers Trust Company (July 1986 - May 1997)
Adam Workman Education
University of Hartford
Bachelor of Science (B.S.) (Economics and Finance)
1981-1984
Adam Workman Skills
Banking
Relationship Management of Trust/Investment Management Accounts
Estate Planning
Management
Wealth
Trusts
Investments
Risk Management
Financial Analysis
Financial Services
Asset Allocation
Mutual Funds
Retirement Planning
Wealth Management
Finance
High Net Worth Individuals
Wealth Management Services
Marketing
Customer Service
Public Speaking
Adam Workman Summary
Adam Workman, based in West Palm Beach, FL, US, is currently a Vice President and Senior Trust Officer at First State Trust Company. Adam Workman brings experience from previous roles at Arden Trust Company, Comerica Bank, Regions Financial Corporation and Wells Fargo. Adam Workman holds a 1981 - 1984 Bachelor of Science (B.S.) in Economics and Finance @ University of Hartford. With a robust skill set that includes Banking, Relationship Management of Trust/Investment Management Accounts, Estate Planning, Management, Wealth and more. Adam Workman has 2 emails and 2 mobile phone numbers on RocketReach.
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