Daniel Banis Location
Arcadia, CA, US
Daniel Banis Work
- 2012 - now EVP - Head of CitizensTrust @ Citizens Business Bank
- 2009 - 2012 EVP - Sales, Strategy and Relationship Management @ MullinTBG, A Prudential Financial Company
- 2002 - 2009 President @ First American Financial Corporation
- 1995 - 2002 President FMTC California and National Sales Manager @ Fidelity Investments
Daniel Banis Education
- Southwestern Graduate School of Banking at Southern Methodist University
Certificate, Banking and Management (Banking and Management)
1987 - California State University, Los Angeles
BS & MBA, Finance (Finance)
1982 - Securities Industry Institute at the Wharton School of University of Pennsylvania
SII certificate (Investments and Securities)
Daniel Banis Skills
- Investments
- Retirement
- Asset Management
- Fixed Income
- Strategic Planning
- Insurance
- Wealth Management
- Relationship Management
- Strategic Financial Planning
- Financial Planning
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 MullinTBG, A Prudential Financial Company, First American Trust, FSB and Fidelity Investments. Daniel Banis holds a Certificate, Banking and Management in Banking and Management @ Southwestern Graduate School of Banking at Southern Methodist University. 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.
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