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Dan Colwell Location
Pompano Beach, FL, US
Dan Colwell Work
2026 -now Vice President and Senior Estate Settlement Officer @
2005 -2026 Senior Trust and Fiduciary Specialist @
2002 -2005 Vice President and Trust Advisor @ Merrill Lynch Trust Company
1996 -2002 Assistant Vice President and Trust Advisor @ First Union/ Wachovia Banks
Dan Colwell Education
Northwood University-Florida
Bachelor of Arts (B.A.) (Marketing/Marketing Management, General)
1992-1996
Dan Colwell Skills
Wealth Management Services
Certified Financial Planner
Certified Trust and Financial Advisor (CTFA)
Estate Settlement
Personal Trust Administration
Certified Financial
Certified Trust And Financial Advisor Ctfa
Personal Trust
Certified Trust
Wealth Management
Certified Trust and Financial Advisor
Dan Colwell Summary
Dan Colwell, based in Pompano Beach, FL, US, is currently a Vice President and Senior Estate Settlement Officer at Fifth Third Bank. Dan Colwell brings experience from previous roles at Wells Fargo, Merrill Lynch Trust Company and First Union/ Wachovia Banks. Dan Colwell holds a 1992 - 1996 Bachelor of Arts (B.A.) in Marketing/Marketing Management, General @ Northwood University-Florida. With a robust skill set that includes Wealth Management Services, Certified Financial Planner, Certified Trust and Financial Advisor (CTFA), Estate Settlement, Personal Trust Administration and more. Dan Colwell has 1 emails and 1 mobile phone numbers on RocketReach.
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