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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

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  • Written by  Banking Exchange Staff
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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.

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. 

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