Adam Workman

Adam Workman Email and Phone Number

Vice President and Senior Trust Officer @ Arden Trust Company
West Palm Beach, FL, US
Adam Workman's Location
West Palm Beach, Florida, United States, United States
Adam Workman's Contact Details
About Adam Workman

Experienced Vice President with a demonstrated history of working in the banking industry. Skilled in Risk Management, Banking, Trusts, Wealth Management Services, and Retirement Planning. Strong professional with a C.T.F.A. and Bachelor of Science (B.S.) focused in Economics and Finance from University of Hartford.

Adam Workman's Current Company Details
Arden Trust Company

Arden Trust Company

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Vice President and Senior Trust Officer
West Palm Beach, FL, US
Website:
ardentrust.com
Employees:
85
Adam Workman Work Experience Details
  • Arden Trust Company
    Vice President And Senior Trust Officer
    Arden Trust Company
    West Palm Beach, Fl, Us
    View
  • Arden Trust Company
    Vice President/Senior Trust Officer
    Arden Trust Company Dec 2024 - Present
    Wilmington, Delaware, Us
    View
  • Comerica Bank
    Vice President/Trust Advisor
    Comerica Bank Jul 2017 - Dec 2024
    Dallas, Tx, Us
    View
  • Regions Financial Corporation
    Vice President And Trust Advisor
    Regions Financial Corporation Apr 2015 - Jul 2017
    Birmingham, Alabama, Us
    View
  • Wells Fargo
    Senior Vice President And Senior Trust And Fiduciary Specialist
    Wells Fargo Jan 2013 - Apr 2015
    San Francisco, California, Us
    Adam works with clients to implement and administer trusts and estate plans to help fulfill clients philanthropic and wealth transfer goals. He also works with families that may have someone who is handicapped and requires a Special Needs Trust.
    View
  • Wells Fargo
    Vice President And Senior Trust Advisor
    Wells Fargo Sep 2004 - Jan 2013
    San Francisco, California, Us
    View
  • Fleet Bank
    Vice President/Senior Relationship Manager
    Fleet Bank Sep 2000 - Sep 2004
    Us
    View
  • Suntrust Bank
    Vice President/Trust Officer
    Suntrust Bank May 1997 - Sep 2000
    Charlotte, Nc, Us
    View
  • Bankers Trust Company
    Trust Officer
    Bankers Trust Company Jul 1986 - May 1997

Adam Workman Skills

Estate Planning Investments Banking Financial Services Management Risk Management Retirement Planning Wealth Management Wealth Trusts Financial Analysis Mutual Funds Asset Allocation Finance Relationship Management Of Trust/investment Management Accounts High Net Worth Individuals Wealth Management Services

Adam Workman Education Details

  • University Of Hartford
    University Of Hartford
    Economics And Finance

Frequently Asked Questions about Adam Workman

What company does Adam Workman work for?

Adam Workman works for Arden Trust Company

What is Adam Workman's role at the current company?

Adam Workman's current role is Vice President and Senior Trust Officer.

What is Adam Workman's email address?

Adam Workman's email address is ad****@****via.com

What is Adam Workman's direct phone number?

Adam Workman's direct phone number is +120532*****

What schools did Adam Workman attend?

Adam Workman attended University Of Hartford.

What skills is Adam Workman known for?

Adam Workman has skills like Estate Planning, Investments, Banking, Financial Services, Management, Risk Management, Retirement Planning, Wealth Management, Wealth, Trusts, Financial Analysis, Mutual Funds.

Who are Adam Workman's colleagues?

Adam Workman's colleagues are David Snyder, Timothy Skinner, Matt Zolan, Hannah Malinski, Sofia Mitzel, Ruth Smith, Brent Maltby, Ctfa.

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