Alan has over twenty three years of experience in banking and finance. As Trust Operations Advisor, he is responsible for interpreting and applying all developments in federal and state statutes and regulations to the daily business activity of Seaside National Bank & Trust. He serves as a resource to the entire bank in terms of estate planning matters, wealth management services, and fiduciary policies and procedures. Alan interacts with clients’ attorneys, accountants and other advisors in coordinated and sophisticated estate and financial planning matters and is actively involved in the new business development activities of the bank.
Alan has been with Seaside since December 2013. Prior to joining the bank, he served in a variety of roles including Institutional Compliance Analyst, Trust Account Administrator, and Personal Trust Compliance Officer where he was responsible for the administration of trust, investment management and custody relationships for the personal trust and high-net-worth clients of SunTrust Bank.
American Institute of Bankers Certification
Florida Banker’s Association Graduate Trust School