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Professional Bank Expands Private Banking and Wealth Management With Hires of Miami Banking Executives
Tuesday, October 20, 2009 9:54 AM


(Source: Business Wire)trackingProfessional 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 Companyas 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.



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