Bank Advisors on the Move
February 4, 2014 5:45 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. Heres a sampling of bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
Abigail Bensimhon, BNY Mellon Wealth Management
Abigail Bensimhon joined BNY Mellon Wealth Management as a senior private banker in Washington, D.C. She joined the team from Capital Bank in Rockville, Md., where she was a senior commercial loan officer.
Nancy Brickley, BNY Mellon Wealth Management
Nancy Brickley joined BNY Mellon Wealth Managements Boston office as a senior director for business development. She was formerly a managing director with the Boston office of Highmount Capital.
Todd Carlton, BNY Mellon Wealth Management
Todd Carlton joined BNY Mellon to lead the banks wealth management business in Texas as regional president. Prior to joining BNY Mellon, Carlton was the Texas-area wealth executive at Regions Private Wealth Management. He is based in Dallas.
Michael Castronovo, BNY Mellon Wealth Management
Michael Castronovo joined BNY Mellon Wealth Management as a mortgage banking officer in Chicago. The former sales manager with Wells Fargo Private Mortgage Banking helped rebuild the companys Chicago private mortgage banking office. He has 29 years of experience in financial services.
David Dasari, BNY Mellon Wealth Management
David Dasari joined BNY Mellons wealth management team in Las Vegas as a senior portfolio manager. He was previously with Wells Fargos Private Bank in Las Vegas where he was a senior investment strategist.
James Horvath, BNY Mellon Wealth Management
James Horvath joined BNY Mellons wealth management team in New York as a senior director for business development. He is responsible for the firms nonprofit wealth management practice in New York. Before joining the firm, Horvath was senior vice president at Atlantic Asset Management with responsibility for marketing alternative investments to institutional investors.
Neil Kohler, BNY Mellon Wealth Management
Neil Kohler joined BNY Mellon Wealth Management as a mortgage banking officer in Chicago. He was previously with Morgan Stanley, where he served as vice president and a private banker for nearly four years. Prior to that, he served as a senior mortgage consultant in originating and refinancing mortgages with Wintrust Mortgage.
Jennifer Lucas, BNY Mellon Wealth Management
Jennifer Lucas joined BNY Mellons wealth management team in Chicago as a senior director for business development. She was previously a senior vice president at U.S. Trust, where she had business development, relationship management and team leadership responsibilities.
Chad Maze, BNY Mellon Wealth Management
Chad Maze joined BNY Mellon Wealth Management to lead business development efforts in Las Vegas and drive the firms expansion into the greater Phoenix market. Prior to joining BNY Mellon, Maze was with Wells Fargos Private Bank where he was a wealth advisor in Las Vegas.
Daniel Scavone, BNY Mellon Wealth Management
Daniel Scavone joined BNY Mellon Wealth Management in Madison, N.J., as a regional managing director to lead the firms wealth management business in New Jersey. He was previously with JP Morgan Private Bank for eight years, most recently as a managing director in the New York Tri-State region.
Chady Alahmar, U.S. Bank
Chady Alahmar was named head of Business Development for U.S. Bank Wealth Management. The former head of Strategy and Finance for the banks Private Client Reserve high-net-worth unit will focus on building deeper relationships for U.S. Bank Wealth Management across other U.S. Bank lines of business. He will also pursue and establish partnerships with external strategic business partners. Alahmar joined U.S. Bank in 2010 as a member of the Enterprise Revenue Office.
Luciek Mkrdichian, U.S. Bank
Luciek Mkrdichian joined U.S. Banks Private Client Reserve high-net-worth wealth management unit as a wealth management advisor in Phoenix. She was previously a branch manager with Chase Bank Private Client and Washington Mutual.
Benton Reichenau, U.S. Bank
Benton Reichenau joined U.S. Bank Wealth Management as head of Wealth Management Product Services. He is responsible for all product management for banking, wealth planning, and investment management and trust across the groups mass affluent, high-net-worth and ultra-high-net-worth wealth management businesses. Reichenau, who is based in Minneapolis, previously worked in Ernst & Youngs San Francisco office, where he led the West Coast Financial Services Office Performance Improvement Consulting practice.
John Paul Sweeney, U.S. Bank
John Paul Sweeney joined U.S. Banks Private Client Reserve high-net-worth wealth management unit as a senior trust officer in Chicago. He was previously a managing director and senior trust officer with the Private Bank and Trust Company.
Hank Zewald, U.S. Bank
Hank Zewald joined U.S. Banks Private Client Reserve high-net-worth wealth management unit as a wealth management consultant in Portland. He previously ran his own consulting business, Quantum Financial Partners, working with large financial services organizations, independent brokers and registered investment advisors.
