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Career moves

Bank advisers on the move

By Margarida Correia
June 27, 2017 4:21 PM

For bank advisers looking to advance their careers, there’s no better news than a promotion or a new job offer. Here's the latest batch of bank reps who moved to new organizations or assumed roles of greater responsibility.

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For bank advisers looking to advance their careers, there’s no better news than a promotion or a new job offer. Here's the latest batch of bank reps who moved to new organizations or assumed roles of greater responsibility.
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C. Michael Potthast 234 West Cen

Stan Posluszny, BNY Mellon Wealth Management

Stan Posluszny joined BNY Mellon Wealth Management as a wealth director in the firm's Tampa office. He works with high-net-worth clients throughout Florida.

Prior to joining BNY Mellon, Posluszny was a regional vice president for the Guardian Life Insurance Co. of America where he led efforts to support clients' wealth planning needs. Prior to that, he served as a regional marketing director for the Hartford Financial Services.
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Barlow Productions

Tyler Stevens, Commerce Bank

Tyler Stevens, a financial adviser associate in Commerce Bank's brokerage unit in St. Louis, Missouri, transferred to the Springfield office, where he is responsible for helping clients in Ozark, Nixa, Republic, Branson and surrounding areas. The move gave him more client responsibility.
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Tyler Brasfield, Union Bank

Tyler Brasfield joined Union Bank as a private wealth adviser in San Francisco. He was previously with J.P. Morgan Private Bank where he was also a private wealth adviser. Brasfield has more than 12 years of experience in the financial services industry.
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Lawrence Parente, Union Bank

Lawrence Parente joined Union Bank as a private wealth adviser in San Francisco. He was previously with Jackson Square Financial, an RIA firm in San Francisco, where he was a senior wealth manager. Parente also served as a principal and senior wealth adviser with Bessemer Trust, as a senior trust specialist at Merrill Lynch, and as senior trust officer at Bank of America's private bank.
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Jeni Fong

Eric Contreras, U.S. Bank

Eric Contreras joined U.S. Bank's Private Client Reserve high-net-worth unit as a senior private banker in San Francisco. He was previously a senior wealth private banker with Wells Fargo Private Bank, also in San Francisco.
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Dominique Ladomato, U.S. Bank

Dominique Ladomato joined the Private Wealth Management unit of U.S. Bank as a trust officer in Scottsdale, Arizona. She provides high-net-worth individuals and families with day-to-day management of trusts and estates. She also advises on accounts for corporations and non-profit organizations.

Prior to joining U.S. Bank, Ladomato was an associate attorney with The Cavanagh Law Firm.
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Fred Beilstein, M&T Bank

Fred Beilstein joined M&T Bank's Wilmington Trust wealth advisory office in Atlanta, Georgia, as a senior private client adviser. He provides wealth management advice to high-net-worth clients, including families, entrepreneurs, business owners, and foundations and endowments.

Prior to joining Wilmington Trust, Beilstein was a partner at Equicorp Partners, where he led the firm's efforts for sourcing and structuring private investments while actively engaging in the firm's financial and operational advisory services.
Margarida Correia
Former associate editor, Employee Benefits Group, Bank Investment Consultant
Career moves Career advancement Bank Advisor BNY Mellon U.S. Bank M&T Bank
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