Bank Advisors on the Move
March 25, 2014 4:51 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.
Kevin Afnan, BNY Mellon Wealth Management
Kevin Afnan joined BNY Mellons wealth management team in Cleveland as a senior director for business development. He is responsible for developing business in Cleveland and Columbus. Before joining BNY Mellon, Afnan was with RS Investments where he was a regional vice president of sales for the Ohio and Michigan markets.
Kristofer Reddaway, BNY Mellon Wealth Management
Kristofer Reddaway joined BNY Mellon Wealth Management as a senior director for business development in Newport Beach, Calif. He was previously executive managing director and founding partner of Newport Beach-based Capstone Financial Group where he specialized in helping affluent clients build and manage wealth plans.
John Campbell, U.S. Bank
John Campbell joined U.S. Bank as a wealth planner for the Private Client Reserve high-net-worth wealth management unit in Chicago. Prior to joining the Reserve, he was in private practice serving as a wealth structuring specialist to senior wealth advisors and high-net-worth clients of Oppenheimer & Co.
Allison Cox, U.S. Bank
Allison Cox joined U.S. Banks Private Client Reserve high-net-worth unit as managing director for trust in Kansas City, Mo. Prior to the Reserve, Cox was vice president and trust officer for Commerce Trust Company.
Mercedes Givens, U.S. Bank
Mercedes Givens, a branch manager for U.S. Banks consumer bank in Kansas City, Mo., joined the Private Client Reserve as a wealth management consultant. As a branch manager, Givens worked with both commercial and individual clients. He has more than 10 years of experience in the financial services industry.
Heidi Gordon, U.S. Bank
Heidi Gordon joined U.S. Banks Private Client Reserve high-net-worth wealth management unit as a personal trust officer in Seattle. Prior to joining the Reserve, Gordon held numerous roles at Bank of America, most recently serving as vice president and philanthropic trust officer for the banks U.S. Trust Private Wealth Management division.
LeeAnn Gudeit, U.S. Bank
LeeAnn Gudeit joined U.S. Banks Private Client Reserve high-net-worth wealth management unit as a senior portfolio manager in Seattle. She was previously a valuation manager with WTAS, where she was responsible for the valuation of privately held companies and investments.
Tiffany Koenig, U.S. Bank
Tiffany Koenig joined U.S. Bank as wealth management advisor managing director for the Private Client Reserve high-net-worth unit in Seattle. Prior to joining the Reserve, Koenig was with Key Private Bank, where she served as senior vice president, senior relationship manager.
Michael Nurenberg, U.S. Bank
Michael Nurenberg joined joined U.S. Banks Private Client Reserve high-net-worth unit as a portfolio manager in Naples, Fla. Prior to the Reserve, Nurenberg was vice president, team leader and senior portfolio manager for the wealth management group of BNY Mellon.
Roger Redmond, U.S. Bank
Roger Redmond joined U.S. Bank as a senior portfolio manager for the Private Client Reserve high-net-worth unit in Denver. He was previously with Marquette Asset Management in Minneapolis, where he served as senior vice president of investments. He has 30 years of experience in financial services.
Tom Zebroski, U.S. Bank
Tom Zebroski joined U.S. Bank as a wealth management advisor for the Private Client Reserve high-net-worth unit in Bellevue, Wash. He was previously a financial consultant at Charles Schwab, where he advised clients on a range of financial matters, including risk management, investments, tax strategy and federal and state planning techniques. He also led portfolio construction and investment management.
Linda VanNatten, Wilmington Trust
Linda VanNatten joined Wilmington Trusts wealth advisory office in Albany, N.Y., as a trust officer. She previously worked for Key Bank, where she was a trust associate for six years.
