CORAL GABLES, Fla.--()--Professional Bank names Scott A. Poulin, Senior Vice President, Wealth Management; Philip (Flip) Gassman and Daniel R. Martinez both as Senior Vice President, Private Banking.
Professional Bank is locally owned and managed with a unique client-centric focus ensuring customers receive superior banking products and personalized services. Professional Bank has an experienced team that understands the South Florida business environment and makes all decisions locally.
“Private Banking and Wealth Management substantially define who we are at Professional Bank. We believe that our existing, and future clients, consisting primarily of professionals, entrepreneurs and business executives, expect the very best wealth management and private banking experience in Florida and that is why we are excited to have Scott, Flip and Danny join the Professional Bank team,” said Gary D. Moss, President & CEO.“
The new additions bring a collective 60 years of private banking and wealth management experience to Professional Bank’s platform further enhancing its services and position within the marketplace.
Scott A. Poulin, Senior Vice President, Wealth Management
Scott A. Poulin brings more than 22 years of Trust and Investment Management experience with over ten years at Gibraltar Private Bank & Trust. Mr. Poulin manages investment portfolios, trusts and tax deferred accounts for select institutional, endowment, foundation and high net worth clients utilizing an Open Architecture investment platform. Moreover, he and his staff are responsible for the delivery of all investment services including asset allocation, manager selection and performance measurement.
Mr. Poulin received his MBA from the University of Miami, his BS from Babson College and his National Trust School Degree from Kellogg School of Management at Northwestern University. Mr. Poulin and his family are actively involved in the St. Hugh Catholic Church. He is a member of the Miami Dade Estate Planning Council and the South Dade Estate Planning Council.
Philip (Flip) Gassman, Senior Vice President, Private Client Services
Philip “Flip” Gassman brings more than 21 years of financial industry experience to Professional Bank, including eight years at Gibraltar Private Bank and Trust Company as Senior Vice President, Private Banking. Mr. Gassman quickly became a top producer and Market Manager of the bank's downtown division, the largest and most profitable office in that bank's system. Prior to that, he was a wealth management advisor for both Paine Webber and J.B. Hanauer.
Mr. Gassman graduated from the University of Arizona in 1986, where he received a B.S. in Business Administration. Mr. Gassman's interests include tennis, golf, running and coaching his two boys' youth sports teams. He also served as a board member and big brother for Big Brother/Big Sisters of Greater Miami and as Treasurer and Board member of Wings over Miami Air Museum.
Daniel R. Martinez, Senior Vice President, Private Client Services
Daniel R. Martinez brings more than 17 years of private banking experience to Professional Bank including eight years at Gibraltar Private Bank & Trust where he was Senior Vice President and Market Manager for the South Miami and Coral Gables area. He was responsible for one of the largest depository offices within the company and managed a staff of twelve.
Mr. Martinez graduated from Nova Southeastern University where he received a Bachelors of Science in Business Management.
He is a past board member for Amigos for Kids and is a current board member of board of St. John Neumann Catholic School and the Christopher Columbus High School, where he attended. In 2004, Mr. Martinez was named by South Florida C.E.O. Magazine as a “Next Generation Up and Comer.” Mr. Martinez is also involved with Mercy Hospital as one of its co-host committee member for their annual “Havana Casino Nights” fundraiser.
Professional Bank is locally owned and managed with a unique client-centric focus ensuring customers receive superior banking products and personalized services. Professional Bank has an experienced team that understands the South Florida business environment and makes all decisions locally, as its founders and directors are all successful professionals from the very market it serves, South Florida.
Professional Bank is a strong “relationship bank” serving the banking needs of professionals, business owners, entrepreneurs and executives, providing its customers with concierge-style banking services with an emphasis on private banking and wealth management.
Professional Bank is a member FDIC and an Equal Housing Lender.
For more information about Professional Bank, please visit www.professionalbankfl.com
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