Cepa Daniel Montilla's Location
Fort Lauderdale, FL, US
Cepa Daniel Montilla's Work
- Senior Director @ PNC
- Senior Director @ BNY Mellon Wealth Management
- Senior Vice President @ U.S. Trust
Cepa Daniel Montilla's Education
- Nova Southeastern University—Shepard Broad Law Center
Juris Doctorate
- University of Central Florida
Bachelor's degree (Political Science and Legal Studies)
Cepa Daniel Montilla's Skills
- Estate Planning
- High Net Worth Individuals
- Trust Services
- Asset Management
- Investment Advisory
- Asset Allocation
- Retirement Planning
- Wealth Management
- Wealth Management Services
Cepa Daniel Montilla's Summary
Cepa Daniel Montilla, based in Fort Lauderdale, FL, US, is currently a Senior Director at PNC, bringing experience from previous roles at BNY Mellon Wealth Management and U.S. Trust. Cepa Daniel Montilla holds a Juris Doctorate @ Nova Southeastern University—Shepard Broad Law Center. With a robust skill set that includes Estate Planning, High Net Worth Individuals, Trust Services, Asset Management, Investment Advisory and more, Cepa Daniel Montilla contributes valuable insights to the industry. Cepa Daniel Montilla has 4 emails and 1 mobile phone number on RocketReach.
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