Daniel Slocum

Daniel Slocum has a comprehensive work experience in the banking industry. Daniel began their career at JPMorgan Chase & Co. in 2009, where they held the roles of VP, Relationship Manager III in Business Banking and Treasury Analyst in Middle Market until 2015. Daniel then joined Bank of America as a VP and Senior Relationship Manager in the Middle Market segment from 2015 to 2022. Currently, they are employed as an SVP and Senior Relationship Manager in the Middle Market division at Umpqua Bank, starting in 2022.

Daniel Slocum holds a Bachelor of Arts degree in Finance from Eastern Michigan University, which they earned from 2001 to 2005. Daniel also obtained a Masters of Business Administration degree in Banking, Corporate, Finance, and Securities Law from Arizona State University from 2006 to 2008. Additionally, Daniel has certifications as a Certified Treasury Professional from the Association of Financial Professionals Canada - Ottawa, and they hold the Series 63 and Series 7 certifications from the FINRA (Financial Industry Regulatory Authority).