Daniel Banis's Location
Arcadia, CA, US
Daniel Banis's Work
- EVP - Head of CitizensTrust @ Citizens Business Bank
- EVP - Sales, Strategy and Relationship Management @ MullinTBG, a Prudential Financial company
- President @ First American Financial Corporation
- President FMTC California and National Sales Manager @ Fidelity Investments
Daniel Banis's Education
- Securities Industry Institute at the Wharton School of University of Pennsylvania
SII certificate (Investments and Securities)
- Southwestern Graduate School of Banking at Southern Methodist University
Certificate (Banking and Management)
- California State University, Los Angeles
BS & MBA (Finance)
Daniel Banis's Skills
- Investments
- Retirement
- Asset Management
- Fixed Income
- Strategic Planning
- Insurance
- Wealth Management
- Relationship Management
- Strategic Financial Planning
- Financial Planning
Daniel Banis's Summary
Daniel Banis, based in Arcadia, CA, US, is currently a EVP - Head of CitizensTrust at Citizens Business Bank / CitizensTrust Wealth Management & CitizensTrust Investm, bringing experience from previous roles at MullinTBG, A Prudential Financial Company, First American Trust, FSB and Fidelity Investments. 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 contributes valuable insights to the industry. Daniel Banis has 4 emails and 1 mobile phone number on RocketReach.
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