Vice President | Trust Officer@ First Financial Trust & Asset Management Company
Abilene, Texas, United States
Dillon Cobb, CPA, CFP®
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Abilene Christian University
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FlashIntel GPTDillon Cobb, CPA, CFP(r) is a Certified Financial Planner and Licensed CPA with 18.5 years of experience. He has a strong background in investments, retirement planning, personal financial planning, wealth management, and portfolio management. Based in the United States, Dillon has worked in various roles, including Vice President and Trust Officer at First Financial Trust & Asset Management Company and Commercial Relationship Manager at Citi. He is skilled in public accounting, auditing, and banking. Dillon is passionate about personal financial planning, including estate planning, retirement preparation planning, investment advisory services, tax planning, risk management planning, and cash management.
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About
Certified Financial Planner and Licensed CPA, in the State of Texas, with broad experience in public accounting, auditing and banking. Direct experience with commercial lending, corporate finance, financial consulting and individual taxation. Interested in and training in the various areas personal financial planning including estate planning, retirement preparation planning, investment advisory services, tax planning, risk management planning, and cash management.
Work Experience
Vice President | Trust Officer
Financial Services
Dillon Cobb, CPA, CFP®'s Professional Milestones
- Vice President | Trust Officer (2018-09-01~): Implementing strategic initiatives to enhance corporate trust and foster positive business continuity.
- Independent Financial Advisor (2009-10-01~2018-08-01): Providing personalized financial advice, providing clients with reliable and reliable financial insights.
Education
Accounting,
Accounting And Finance
2000-2004Skill
Investments
Retirement Planning
Personal Financial Planning
Wealth Management
Portfolio Management
Income Tax
Certification
Colleagues
Other Named Dillon Cobb, CPA, CFP®
Frequently asked questions
We found 3 Dillon Cobb, CPA, CFP®'s email addresses
We found 3 Dillon Cobb, CPA, CFP®'s phone numbers
Dillon Cobb, CPA, CFP® works for First Financial Trust & Asset Management Company
Dillon Cobb, CPA, CFP®'s role in First Financial Trust & Asset Management Company is Vice President | Trust Officer
Dillon Cobb, CPA, CFP® works in the industry of Financial Services
Dillon Cobb, CPA, CFP®'s colleagues are Aubrey Gideon,Matt Higgins, CPA, CVA,Arno Mayer CFA CFP
Dillon Cobb, CPA, CFP®'s latest job experience is Vice President | Trust Officer at First Financial Trust & Asset Management Company
Dillon Cobb, CPA, CFP®'s latest education in Abilene Christian University
