Adam Workman Email & Phone Number
Vice President and Senior Trust Officer @ Arden Trust Company
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Adam Workman Location
- West Palm Beach, FL, US
Adam Workman Work
- 2024 - now Vice President and Senior Trust Officer @
- 2017 - 2024 Vice President and Trust Advisor @
- 2015 - 2017 Vice President and Trust Advisor @
- 2013 - 2015 Senior Vice President and Senior Trust and Fiduciary Specialist @
- 2004 - 2013 Vice President and Senior Trust Advisor @
- 2000 - 2004 Vice President and Senior Relationship Manager @ Fleet Bank
- 1997 - 2000 Vice President and Trust Officer @
- 1986 - 1997 Trust Officer @ Bankers Trust Company
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 Arden Trust Company. Adam Workman brings experience from previous roles at Comerica Bank, Regions Financial Corporation, Wells Fargo and Wachovia Bank. 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 1 emails and 2 mobile phone numbers on RocketReach.
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