Bank Advisors on the Move
January 26, 2016 4:14 PM
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 nine bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
January 27, 2016
January 27, 2016
Rob Klingensmith, BNY Mellon Wealth Management
Rob Klingensmith joined BNY Mellon Wealth Management as a wealth director in the firm's Washington, D.C., office. He was previously with Pilatus Bank, an offshore bank in Malta, where he was chief executive officer in charge of banking operations and oversight of ultrahigh-net-worth client engagement.
Steven Blazek, U.S. Bank
Steven Blazek joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management advisor in Denver. He develops wealth management plans tailored to clients' needs.
Blazek was previously a private banking relationship manager with the Private Client Group of U.S. Bank.
Blazek was previously a private banking relationship manager with the Private Client Group of U.S. Bank.
Jon Donahue, U.S. Bank
Jon Donahue joined the Private Client Reserve high-net-worth unit of U.S. Bank as a private banker in Milwaukee. He oversees specialized lending and deposit services for individuals and corporate clients.
Prior to joining the Reserve, Donahue held private banking positions at M&I Bank and Johnson Bank.
Prior to joining the Reserve, Donahue held private banking positions at M&I Bank and Johnson Bank.
Joe Cozza, Wilmington Trust
Joe Cozza joined Wilmington Trust's wealth advisory team in Philadelphia as a senior private client advisor. He provides wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Philadelphia area.
Prior to joining Wilmington, Cozza was managing director in J.P. Morgan's Philadelphia office for nearly 20 years.
Prior to joining Wilmington, Cozza was managing director in J.P. Morgan's Philadelphia office for nearly 20 years.
Marc Dinacci, Wilmington Trust
Marc Dinacci joined Wilmington Trust as a senior investment advisor in Philadelphia. He develops investment portfolios for high-net-worth clients.
Dinacci was previously with J.P. Morgan, where he was a global investment specialist. He was with J.P. Morgan for 13 years serving in a variety of roles, including wealth manager and investment advisor.
Dinacci was previously with J.P. Morgan, where he was a global investment specialist. He was with J.P. Morgan for 13 years serving in a variety of roles, including wealth manager and investment advisor.
Jonathan Fitzgerald, Wilmington Trust
Jonathan Fitzgerald joined Wilmington Trust's wealth management office in Palm Beach, Fla., as a senior private client advisor. He provides wealth management advice to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments.
Prior to joining Wilmington, Fitzgerald was in the private practice of law, advising high-net-worth individuals on their estate and federal taxation planning. Earlier in his career, he worked at PricewaterhouseCoopers in its New York City banking and capital markets practice.
Prior to joining Wilmington, Fitzgerald was in the private practice of law, advising high-net-worth individuals on their estate and federal taxation planning. Earlier in his career, he worked at PricewaterhouseCoopers in its New York City banking and capital markets practice.
Julia O'Donnell, Wilmington Trust
Julia O'Donnell joined Wilmington Trust as a private banker in Syracuse, N.Y. She coordinates deposit and lending services for high-net-worth clients in the Central New York and Southern Tier regions.
Prior to her new position, O'Donnell was a commercial branch manager in Syracuse for M&T Bank, Wilmington's parent company. Before that, she was a business development officer for M&T Bank and a business banking specialist at HSBC.
Prior to her new position, O'Donnell was a commercial branch manager in Syracuse for M&T Bank, Wilmington's parent company. Before that, she was a business development officer for M&T Bank and a business banking specialist at HSBC.
Gerald Williston, Wilmington Trust
Gerald Williston joined Wilmington Trust's wealth management office in Palm Beach, Fla., as a senior fiduciary advisor. He manages the fiduciary needs of personal trust clients throughout the firm's southeast markets, ensuring that their trusts are administered in the way they were intended.
Williston was previously a senior trust officer for Reliance Trust Company of Delaware in North Palm Beach, where he managed a team of trust officers. He has more than 30 years of financial industry experience.
Williston was previously a senior trust officer for Reliance Trust Company of Delaware in North Palm Beach, where he managed a team of trust officers. He has more than 30 years of financial industry experience.
Kevin Zosulis, Wilmington Trust
Kevin Zosulis joined Wilmington Trust as a senior investment advisor in Philadelphia. He works with high-net-worth individuals and families as well as business owners to address their investment and wealth management needs.
Prior to Wilmington, Zosulis was senior director and team leader for BNY Mellon Wealth Management. Before that, he worked in M&T Bank's Investment Group as a senior portfolio manager.
Prior to Wilmington, Zosulis was senior director and team leader for BNY Mellon Wealth Management. Before that, he worked in M&T Bank's Investment Group as a senior portfolio manager.
