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Bank Advisor

Bank advisors on the move

ByMargarida Correia
December 5, 2017 5:14 PM

For bank advisors 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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Advisor career moves: 8 jump to new banks, credit unions

For bank advisors 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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KEENE STUDIO

Coleman Webb, OnPoint Credit Union

Coleman Webb, a former advisor with Key Bank, joined OnPoint Credit Union as an associate financial advisor in Gresham, Oregon. OnPoint Credit Union is affiliated with Raymond James.
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Jessica McCord, Security Service Federal Credit Union

Jessica McCord joined Security Service Federal Credit Union in San Antonio, Texas, as a financial advisor. She was previously an advisor with River City Federal Credit Union. Security Service Federal Credit Union is affiliated with Raymond James.
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Darrell Claridge, Union Bank

Darrell Claridge joined Union Bank as a private wealth advisor in Walnut Creek, California. He works with high-net-worth clients with at least $3 million in investable assets. Claridge was previously a private client advisor with City National Bank.

Read more: Union Bank bolsters private wealth team with top recruits from City National
Craig Muller, a private wealth advisor with Union Bank, will work with high-net-worth clients with at least $3 million in investable assets.

Craig Muller, Union Bank

Craig Muller, once team leader of City National Bank's East Bay private banking business, joined Union Bank as a private wealth advisor in Walnut Creek, California. He works with high-net-worth clients with at least $3 million in investable assets.

Read more: Union Bank bolsters private wealth team with top recruits from City National
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Mark Finkenstaedt

Iffy Akwule, Wilmington Trust

Iffy Akwule joined Wilmington Trust as an investment associate in Washington, D.C. She works with investment advisors, analyzing portfolios, preparing materials for client meetings and supporting the portfolio management process. She was previously an associate analyst in the Structured Finance Ratings Group of Moody's Investors Services.
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Client: Wilmington Trust Date: 3 - 2017 Location: Wilmington Trust, Washington, DC Caption: Ilyssa Clay
Mark Finkenstaedt/Mark Finkenstaedt

Ilyssa Clay, Wilmington Trust

Ilyssa Clay joined Wilmington Trust's wealth advisory team in Washington, D.C., as a senior private banker. She provides advice as well as credit and banking services to wealth management clients through M&T Bank, which owns Wilmington Trust. Clay was formerly a senior banking advisor at PNC Bank for 10 years, where she worked with high-net-worth families.
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Lauren Wallace, Wilmington Trust

Lauren Wallace joined Wilmington Trust as an investment advisor in Washington, D.C. She develops, monitors and periodically rebalances portfolios for high-net-worth clients. Prior to Wilmington, Wallace held various financial analyst roles at J.P. Morgan Chase in its private and investment banks.
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Client: Wilmington Trust Date: June 19 2017 Location: Wilmington Trust Washington, DC Caption: Lydia Wolf - Wilmington Trust
Mark Finkenstaedt/Mark Finkenstaedt

Lydia Wolf, Wilmington Trust

Lydia Wolf joined Wilmington Trust's wealth advisory team in Washington, D.C., as a senior private client advisor. She provides wealth management advice to high-net-worth clients, including families, entrepreneurs, and foundations and endowments. Wolf was previously a senior private banker and advisor at Wells Fargo.
Margarida Correia
Former associate editor, Employee Benefits Group, Bank Investment Consultant
Bank Advisor Career moves Raymond James Financial
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