People Moves: Union Bank Expands Investment Mgt. and Trust Team

Daniel B. Allen has joined Union Bank’s Investment Management & Trust Group as a Managing Director and Head of Premier Trust

12/03/2018 - 10:06
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Written by Banking Exchange Staff

Daniel B. Allen has joined Union Bank’s Investment Management & Trust Group as a Managing Director and Head of Premier Trust.

Premier Trust Services is the centralized trust administration center consisting of five service areas: Premier Trust Administration, New Account Opening Unit, Account Closing Unit, Imaging, and Bill Pay.

Allen reports to David Pittman, Managing Director and Head of Investment Management & Trust and Wealth Planning.

Allen will be responsible for managing, leading, and developing his team of financial professionals to ensure consistent delivery of superior service, a comprehensive and efficient centralized process, and risk-averse business practices said a press release.

Tagged under Human Resources; Feature; Mergers Acquisitions; AI; Payments; Risk Management; Tech Management; Operational Risk; Feature3;