Bank Advisors on the Move
For bank advisors looking to advance their careers, there’s no better news than a promotion or a new job offer. Here are 13 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
Sept. 30, 2015
Cordero Barkley, a senior banker in the retail banking division of Associated Bank, was promoted to senior client advisor within the Private Client and Institutional Services division. In his new role, Barkley helps high-net-worth individuals, business owners and their families manage their wealth. He joined Associated in 2011.
Chad Heath joined Associated Bank as a senior client advisor with the bank's Private Client and Institutional Services division. He is responsible for assisting businesses in the areas of employee benefit and retirement plans, risk management and human resources. Heath previously worked as a risk management professional specializing in entrepreneurial risks and professional liability.
Scott Rannila joined Associated Bank's Private Client Services group as a private banking relationship manager in Eau Claire, Wis. He was previously with BMO Harris Bank, where he served as vice president of Premier Services. He also held previous roles with M&I Bank and Bank of America.
Theresa Le joined Bank of the West's wealth management team as a senior trust officer in Las Vegas. She is responsible for the administration of the bank's fiduciary duties on personal trust accounts, estates and agency and guardianship accounts. Le previously led a team of trust administrators at an independent trust company and was in charge of overseeing the operations for transactions of IRA and custodial accounts, new business development and client and professional advisor relationships.
Maximus Nguyen joined BankWest Investment Services as a wealth financial advisor. He helps clients with their retirement, investment and life insurance needs. Nguyen was previously an investment consultant with TD Ameritrade.
Nancy Anderson joined BNY Mellon Wealth Management as a senior wealth director in Chicago. She serves the firm's greater Chicago market and Midwest region. Anderson was previously a senior private wealth advisor with U.S. Trust.
Michael Maglio joined BNY Mellon's wealth management office in Pittsburgh as senior director and team leader serving ultrahigh-net-worth clients. He was previously with PNC Wealth Management, where he was a senior relationship manager.
Gail Nursey joined BNY Mellon Wealth Management as a managing director of wealth management for the Florida West region between Tampa and Naples. She spent the past 25 years working for Wells Fargo Bank, most recently as a senior vice president and business banking area manager in the North Central region of Florida.
Kirsten Sandberg joined BNY Mellon Wealth Management as a senior wealth manager in York, Pa. She serves clients throughout the central Pennsylvania and Baltimore region. Sandberg was previously with U.S. Trust, where she was a senior vice president and private client advisor leading a team of wealth management specialists.
Rob Parker joined U.S. Bank's Private Client Reserve high-net-worth unit as a senior portfolio manager in Salt Lake City. Prior to the Reserve, Parker was a portfolio manager with Key Private Bank in Denver.
Dawn Ripkey joined the Private Client Reserve high-net-worth unit of U.S. Bank as a wealth management advisor in Milwaukee. She was previously a wealth advisor with BMO Harris Private Bank.
Susie Roh joined U.S. Bank's Private Client Reserve high-net-worth unit as trust managing director in Denver. She leads a personal trust team and works with clients and prospects and their legal advisors in the financial and estate planning process. Prior to her new role, Roh served as an investment and trust manager for Guaranty Bank and Trust Co., and as an attorney in a private practice.
Rogean Makowski joined Webster Private Bank as senior fiduciary services officer in Providence, R.I. She serves the Rhode Island, southeastern Connecticut and Massachusetts markets. Makowski was previously with The Washington Trust Co., where she most recently served as senior vice president of wealth management client services.