For over 42 years Dan Florence worked in different jobs. Recently, Dan Florence worked as a Retired Senior Vice President and Trust Manager in Commercial Bank of Texas widening experience. This expert graduated from Baylor University in 1970 where this person received all the knowledge. This expert has all required skills for position, proven by certifications in Accredited Estate Planner You can find Dan in Dallas, Texas, where he is located nowadays. SoftwareOfficial has all the info you need to connect Dan Florence, such as this person's phone or email address. Feel free to send the request to get additional data.
Name variants:
Daniel Florence
Last updated May 01, 2024
Contact Information
Last Update
Jul 15, 2022
Email
df**@cbtx.com, da**@naepc.org, fl**@naepc.org
Location
Dallas, TX
Company
Workplace
Retired Senior Vice President and Trust Manager
Nacogdoches, TX
Industry
Banking
Colleagues
Work History
Retired Senior Vice President and Trust Manager
215 east Main St, Nacogdoches, TX 75961
charged with marketing the department in addition to administration of accounts. Advises customers on estate planning issues and planning ideas. Responsible for overseeing the investments of...
Jun 2006 — Jun 2016
Past President
Heading a national organization of over 250 local estate planning councils with over 25,000 individual members.
2004 — 2005
Executive Vice President and Chief Operating Officer
charged with marketing the department. Responsible for management of the department, and administration of accounts.
Jan 1999 — Jan 2003
Senior Vice President and Trust Manager
12900 Preston Rd, Dallas, TX 75230
charged with bringing the department into and profitability regulatory compliance. Responsible for management of the department, administration of accounts, marketing, review of legal instru...
Jan 1988 — Jan 1997
Senior Vice President
charged with restructuring the department for profitability and to comply with regulatory compliance. Responsible for management of the department through changing ownership, administration ...
Jan 1982 — Jan 1988
Vice President
charged with management of the Estate Administration section of Personal Trust. Handled the largest and most complex estates along with working with the attorneys for the department.
Jan 1970 — Jan 1982
Education
1967 — 1970
1963 — 1967
Occupations
Executive
Senior Vice President
Manager
Accountant
Finance and Accounting Specialist
Chairperson
Vice President
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Estate Planning
Banking
Investments
Strategic Financial Planning
Trusts
Wealth Management Services
Accounting
Wealth Management
Retirement Planning
Estate Administration
Financial Planning
Private Banking
FAQs about Dan Florence
What is the profession of Dan Florence?
This professional's job is Financial Services
What jobs is Dan proficient at at?
Dan is a professional Executive and Senior Vice President jobs.
Where is Dan Florence located?
Dan Florence is currently located in Dallas, Texas.
Does the professional have the email address?
df**@cbtx.com and da**@naepc.org is The professional's email address.
Where did Dan Florence work?
Dan worked at Commercial Bank of Texas, Naepc.
Where has Dan Florence studied?
Dan studied at the Baylor University from 1967 to 1970.
Are there any professional certifications Dan Florence has?
The professional received the following certifications: Accredited Estate Planner.
Are there any special skills Dan Florence has?
This person has skills in the following areas: Estate Planning, Banking, Investments, Strategic Financial Planning, Trusts, Wealth Management Services, Accounting, Wealth Management, and Retirement Planning.