Bank Advisors on the Move
August 28, 2014 11:22 AM
Bank Advisors on the Move
For bank advisors looking to advance their careers, theres no better news than a promotion or a new job offer. Here are 12 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
Associated Bank, William Bohn
William Bohn, CEO of Associated Banc-Corp.'s insurance and employee benefits business, was promoted to executive vice president, head of Private Client and Institutional Services. He will retain his leadership responsibilities with the insurance and employee benefits business. Bohn has held a number of senior legal counsel positions since joining Associated in 1997.
Dawn Bitton, BNY Mellon Wealth Management
Dawn Bitton joined BNY Mellon Wealth Management as a portfolio manager in the firm's Denver office. She was previously with ANB Bank Investment Management and Trust where she was a trust officer.
Patrick Crowe, BNY Mellon Wealth Management
Patrick Crowe, managing director of BNY Mellon Wealth Management's New York Tri-State region, was promoted to national director of Investment Analytics, Advice and Solutions for the firm. He is responsible for developing, implementing and monitoring the firm's strategic solution architecture encompassing its investment capabilities across all its investment boutiques. He is also responsible for delivering investment and advice analytics to help the firm's regional sales and portfolio officers develop and manage wealth plans for their clients. Crowe is based in New York.
James Robertson, BNY Mellon Wealth Management
James Robertson, a 31-year veteran of BNY Mellon, was promoted to the position of market leader for BNY Mellon Wealth Management's New Jersey region. As part of his new role, Robertson develops and executes the firm's overall strategy in New Jersey and coordinates the day-to-day activities of New Jersey portfolio managers, wealth directors and private bankers. Robertson is based in Madison, N.J.
Shane Hiller, Citi Private Bank
Shane Hiller rejoined Citi Private Bank as director and private banker in San Francisco. He works with ultra-high-net-worth clients in the Bay Area. Hiller was previously with Umpqua Private Bank where he was market leader for the bank's San Francisco region, a position he held for one year.
Albert Choi, U.S. Bank
Albert Choi joined U.S. Bank's Private Client Reserve high-net-worth unit in San Diego as a senior portfolio manager. Prior to the Reserve, Choi was a senior portfolio manager with U.S. Trust Co., where he actively managed risk in portfolios during extreme market cycles.
Matthew DeBlasi, U.S. Bank
Matthew DeBlasi joined U.S. Bank as a wealth management advisor for the Private Client Reserve high-net-worth unit in Newport Beach, Calif. We was previously with ICAP Electronic Broking in Jersey City, N.J., where he served as senior vice president, fixed income sales, and account manager.
Joshua Fleming, U.S. Bank
Joshua Fleming joined U.S. Bank's Private Client Reserve high-net-worth unit as a portfolio manager in Palm Beach, Fla. Prior to joining the Reserve, Fleming was a financial advisor with Wells Fargo Advisors, and prior to that an equity research analyst with Lloyd George Management/BMO.
Mindy McLaughlin, U.S. Bank
Mindy McLaughlin, a senior portfolio manager for U.S. Bank's Private Client Reserve high-net-worth wealth management unit, was promoted to senior vice president. In her new role, McLaughlin works with high-net-worth individuals, families, foundations and endowments in the Cincinnati region. She has been with the Reserve for nine years.
Dean Scheinert, U.S. Bank
Dean Scheinert joined the Private Client Reserve high-net-worth unit of U.S. Bank as a wealth management consultant in Phoenix. He was previously with JP Morgan Chase Private Bank in Scottsdale, Ariz., where he served as executive director responsible for development and relationship management for ultra-high-net-worth clients.
Christopher Wilkinson, U.S. Bank
Christopher Wilkinson joined U.S. Bank as wealth management consultant for the Private Client Reserve high-net-worth unit in Phoenix. Prior to the Reserve, he was executive vice president and chief investment officer for Finemark National Bank & Trust in Scottsdale, Ariz.
Patrick Woolfe, U.S. Bank
Patrick Woolfe joined U.S. Bank's Private Client Reserve high-net-worth wealth management unit as a portfolio manager in Chicago. He was previously a vice president and senior investments advisor for PNC Financial Services Group.
