Daniel Banis Email & Phone Number
EVP - Head of CitizensTrust @ Citizens Business Bank
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Banis Location
- Arcadia, CA, US
Daniel Banis Work
- 2012 -now EVP - Head of CitizensTrust @
- 2012 -now EVP - Head of CitizensTrust @
- 2009 -2012 EVP - Sales, Strategy and Relationship Management @ MullinTBG, A Prudential Financial Company
- 2009 -2012 EVP - Sales, Strategy and Relationship Management @ MullinTBG, A Prudential Financial Company
- 2002 -2009 President @
- 1995 -2002 President FMTC California and National Sales Manager @
Daniel Banis Education
- Securities Industry Institute at the Wharton School of University of Pennsylvania
SII certificate (Investments and Securities)
2003 - Southwestern Graduate School of Banking at Southern Methodist University
Certificate (Banking and Management)
1987 - California State University, Los Angeles
BS & MBA (Finance)
1982
Daniel Banis Skills
- Investments
- Retirement
- Asset Management
- Fixed Income
- Strategic Planning
- Insurance
- Wealth Management
- Relationship Management
- Strategic Financial Planning
- Financial Planning
- Sales Management
- Business Strategy
- Leadership
- Series 7
- Financial Services
- Retirement Planning
- Portfolio Management
- Business Relationship Management
- Development
- Business Development
- Services
- Sales
- Brand Development
- Project Management
- Finance
- Microsoft Office
- Strategy
Daniel Banis Summary
- Daniel Banis, based in Arcadia, CA, US, is currently a EVP - Head of CitizensTrust at Citizens Business Bank / CitizensTrust Wealth Management & CitizensTrust Investm. Daniel Banis brings experience from previous roles at Citizens Business Bank / CitizensTrust Wealth Management & CitizensTrust Investm, MullinTBG, A Prudential Financial Company and First American Trust, FSB. Daniel Banis holds a SII certificate in Investments and Securities @ Securities Industry Institute at the Wharton School of University of Pennsylvania. With a robust skill set that includes Investments, Retirement, Asset Management, Fixed Income, Strategic Planning and more. Daniel Banis has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Daniel Banis?
Find contact details for 700 million professionals.
Others Named Daniel Banis
Daniel Banis
Roadway Superintendent
San Antonio, TX, US
Top Citizens Business Bank Employees
Matthew Millett
Vice President - SBA Department Team Lead
Redlands, CA, US
Michael Stain
Senior Vice President and Regional Manager
Fresno, CA, US
James Burns
VP Marketing
Ontario, CA, US
Linda Ricci
Vice President
Ontario, CA, US
David Brager
Chief Executive Officer
Ontario, CA, US
Debra Murphy
Vice President Portfolio Manager
Los Angeles, CA, US
Rudy I Ramirez
Chief Information Security Officer
Rancho Cucamonga, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co