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Dakota Tate Ctfa

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Dakota Tate Ctfa

Founder/Host | First Commercial Bank

Ridgeland, Mississippi, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Dakota Tate Ctfa

Work Experience

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Founder/Host at

Bourbon & Business Podcast

December 2022 - Present

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Managing Director and Trust Advisor at

First Commercial Bank

November 2021 - Present

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Trust Administrator at

First Commercial Bank

October 2020 - October 2021

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Associate Trust Advisor at

Regions Bank

May 2018 - September 2020

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Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

July 2017 - May 2018

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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

mail

**********@firstcommercialbank.com

*****@firstcommercialbk.com

Colleagues

Allen Whitsitt

Executive Vice President

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Freddie Michael Rowell

Chief Mortgage Banking officer

Hank Waterer

Vice President - Private Client Group

Thomas Harrison

Director of Treasury Management / Senior Managing Director

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Nathan Best

Senior Managing Director

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Eric Hanbury

Chief Credit Officer

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Curt Gabardi

Executive Advisor / President and Chief Executive Officer

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Elisa Phillips

Senior Managing Director

Todd Beard

Executive Vice President

June Owens

Senior Vice President

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