Trust Officer, San Angelo
In his role as a trading specialist in Abilene, Daniel works with the Equity portfolio managers to assist them in executing the trades with regards to their specific portfolios. He also works closely with First Financial Trusts’ administrators to assist clients in reaching their investment goals while considering their specific tax needs.
Prior to joining First Financial Trust, Daniel worked for First Financial Bank in retail banking for three years. In May 2015, upon graduating from McMurry University with a Bachelor of Business Administration in Finance, he joined the Trust company working with our Real Estate team. Daniel transitioned to his current role in January 2017.
Beginning in 2020, Daniel will become a Trust Officer in the San Angelo office of First Financial Trust. In that role he will be responsible for the administration of trusts, estates, retirement accounts and investment management accounts.