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Dakota Tate Ctfa
Dakota Tate Ctfa
Founder/Host | First Commercial Bank
Ridgeland, Mississippi, United States
Dakota Tate Ctfa
Summary
Dakota Tate is a seasoned Trust and Estate Advisor with a robust background in financial services, currently serving as Managing Director at First Commercial Bank. With a Master of Business Administration and specialized training in Trust and Estate Administration from Cannon Financial Institute, Dakota combines academic excellence with practical experience. He has a proven track record in business development and client relationship management, ensuring best-in-class service in trust administration and estate management. Dakota is also the host of the Bourbon & Business Podcast, where he shares insights on finance and entrepreneurship. His leadership experience spans multiple roles in national commercial banks, showcasing his adaptability and commitment to excellence in the financial sector. Dakota's passion for wealth management and trust services drives his professional endeavors, making him a notable figure in his field.
Dakota Tate Ctfa
Work Experience
Founder/Host at
Bourbon & Business Podcast
December 2022 - Present
Managing Director and Trust Advisor at
First Commercial Bank
November 2021 - Present
Trust Administrator at
First Commercial Bank
October 2020 - October 2021
Associate Trust Advisor at
Regions Bank
May 2018 - September 2020
Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
July 2017 - May 2018
Dakota Tate Ctfa
Education
Cannon Financial Institute, Trust School Iii
January 2023 - January 2023
Cannon Financial Institute, Trust School Ii
January 2022 - January 2022
Cannon Financial Institute, Trust School I
January 2021 - January 2021
Mississippi College, Master Of Business Administration - Mba
January 2017 - January 2018
Mississippi College, Bachelor Of Business Administration - Bba
January 2013 - January 2016
Frequently Asked Questions about Dakota Tate Ctfa
What is Dakota Tate Ctfa email address?
Dakota Tate Ctfa's primary email address is **********@firstcommercialbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Dakota Tate Ctfa work for?
Dakota Tate Ctfa is a Founder/Host at First Commercial Bank, a company specializing in Depository Credit Intermediation.
Where Dakota Tate Ctfa graduated from?
Dakota Tate Ctfa holds a degree in Trust And Estate Administration from Cannon Financial Institute.
How can I directly contact Dakota Tate Ctfa?
To contact Dakota Tate Ctfa directly, you can use the email address **********@firstcommercialbank.com. Complete contact information is available upon registration with Muraena.
Who is Dakota Tate Ctfa?
Dakota Tate is a seasoned Trust and Estate Advisor with a robust background in financial services, currently serving as Managing Director at First Commercial Bank. With a Master of Business Administration and specialized training in Trust and Estate Administration from Cannon Financial Institute, Dakota combines academic excellence with practical experience. He has a proven track record in business development and client relationship management, ensuring best-in-class service in trust administration and estate management. Dakota is also the host of the Bourbon & Business Podcast, where he shares insights on finance and entrepreneurship. His leadership experience spans multiple roles in national commercial banks, showcasing his adaptability and commitment to excellence in the financial sector. Dakota's passion for wealth management and trust services drives his professional endeavors, making him a notable figure in his field.
Dakota`s contact details
**********@firstcommercialbank.com
*****@firstcommercialbk.com
Colleagues
Executive Vice President
Chief Mortgage Banking officer
Vice President - Private Client Group
Director of Treasury Management / Senior Managing Director
Senior Managing Director
Chief Credit Officer
Executive Advisor / President and Chief Executive Officer
Senior Managing Director
Executive Vice President
Senior Vice President