Bank Reps on the Move
For bank reps looking to advance their careers, there's no better news than a promotion or a job offer that's too good to refuse. Here's a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.
Christopher Hohlstein joined BNY Mellon Wealth Management as president of the firm’s Georgia region. Hohlstein oversees the team in Atlanta, where he is based, and plays a leading role in providing service to existing clients and attracting new ones. Prior to joining BNY Mellon, Hohlstein served for six years as director of Synovus Family Asset Management, where he managed $4 billion in assets for more than 50 families.
Tracy Tuens joined BNY Mellon Wealth Management as senior sales director for the Family Office and Advisor Solutions group in San Francisco. In this new position, Tuens is responsible for business development and client retention for the firm’s Western regional family office and ultra-high-net-worth market. Prior to joining BNY Mellon, she was with Wells Fargo Bank for seven years, most recently as director of client management for the Abbot Downing family wealth division.
Mark Ritter was promoted to president and CEO of Susquehanna Trust and Investment Company, the trust and private client affiliate of Susquehanna Bank. Ritter was formerly the unit’s executive vice president and chief operating officer. In his new role, he will lead the growth and development of the trust and private client business.
Gwendolyn Boykin joined U.S. Bank's Private Client Reserve as senior vice president and senior trust officer in Palm Beach, Fla. She provides trust and estate administration services to high-net-worth individuals, families and charitable organizations. Boykin was previously with Northern Trust and has more than 30 years of experience advising clients on financial and business matters.
Nicholas Pollard joined U.S. Bank's Private Client Reserve as senior vice president and private banking manager in Palm Beach, Fla. He provides specialized lending services and oversees the day-to-day management of financial activities for high-net-worth clients. Pollard was previously with Northern Trust, where he served as senior vice president and managed the private bank in Palm Beach.
Jack Randall joined U.S. Bank's Private Client Reserve as senior vice president and wealth management advisor in Naples, Fla., to develop and implement customized investment strategies and plans for high-net-worth individuals and families. He was previously director of Abbott Downing’s Naples office, where he managed client relationships within the Southeast region. Randall has more than 40 years of financial planning and wealth management experience.
Michelle Walker joined U.S. Bank's new wealth management office in Seattle for uber-wealthy clients as managing director of investment consulting for Ascent Private Capital Management, the bank’s advisory business for the ultra-wealthy. She was formerly with Cascade Investment, a high-net-worth family office in Seattle, where she served as an investment specialist and money manager for 10 years. Prior to that, she managed a multimillion-dollar mortgage-backed securities trading business.
Al Falco, a 30-year industry veteran, left Bank of America to join a team of private bankers at Webster Bank. In his new role, Falco provides banking, lending, investment trust and planning services to individuals in the Greater Hartford region as well as institutional asset management for middle-market corporations and non-profits. At Bank of America, Falco served as senior vice president and private client manager in the Private Wealth Management Division at U.S. Trust, Bank of America’s private wealth management business.
Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.