Bank Reps on the Move
For bank reps looking to advance their careers, thereís no better news than a promotion or a new job offer. Hereís a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.
Roger Bowman joined Associated Bank in Hudson, Wis., as vice president, senior financial consultant. He assists clients with financial planning, retirement planning and investments. Prior to joining Associated, he was a financial advisor with Bremer Investment Services.
Daniel Wotruba was promoted to senior vice president, personal trust officer. In this role, he manages the day-to-day activities of the Personal Trust office in Green Bay, Wis. He will continue with his previous duties as a business development officer.
David Duffy joined BNY Mellon Wealth Management as a sales director responsible for the firmís residential mortgage business in the Mid-Atlantic region, focusing primarily on Philadelphia and Washington, D.C. Prior to joining BNY Mellon, Duffy was a mortgage sales consultant at PHH Mortgage/UBS Mortgage Banking for more than two years.
Luke Palacio, a managing director and senior banker for JP Morgan Private Bank in Miami, will join Citi Private Bank on March 18 to lead the firmís expansion in South Florida. In his new role as managing director and regional market manager for Citi Private Bankís South East region, he will focus on ultra high-net-worth Latin American clients based in North America and support the growth of Citiís Ultra High-Net-Worth Group across Latin American markets such as Chile, Argentina, Peru and Colombia.
Mary Justice joined U.S. Bank to lead its high-net-worth business in Seattle. As the greater Seattle market leader for the bankís Private Client Reserve unit, she will direct a team of wealth management professionals serving high-net-worth clients. She was previously with insurance brokerage and risk management firm Marsh Inc., where she led asset-protection consulting and insurance services as senior vice president for the Pacific Northwest region.
Hereís a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.