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DG

Daniel G.

Commercial Relationship Manager at TBA Credit Union
Intro Book
Experienced banking professional with 20+ years of experience in private banking, commercial lending, and management.
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Location
Traverse City, Michigan, United States, US
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Bio

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Daniel G. is a seasoned banking professional with 20+ years of experience in private banking, commercial lending, and management. He holds a Bachelor's degree from Central Michigan University and is a Certified Wealth Strategist.

Credentials

  • Certified Wealth Strategist
    Cannon Financial Institute
    Feb, 2022
    - Apr, 2026

Experience

  • TBA Credit Union
    • Traverse City, Michigan, United States
    • Commercial Relationship Manager
      • Mar 2024 - Present
      • Traverse City, Michigan, United States

  • Huntington National Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Vice President - Private Bank Wealth Advisor
      • Oct 2019 - Mar 2024

    • Private Banking Officer -AVP
      • Sep 2018 - Oct 2019

  • mBank
    • United States
    • Banking
    • 1 - 100 Employee
    • District Manager - AVP
      • Apr 2014 - Sep 2018

    • AVP Branch Manager/Treasury Management
      • Apr 2012 - Apr 2014

  • Huntington National Bank
    • Senior Personal Banker
      • Dec 2010 - Apr 2012

  • Fifth Third Bank
    • Office Manager / Personal Banker
      • Mar 2004 - Dec 2010

Education

  • 1996 - 2000
    Central Michigan University
    Bachelor's degree

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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