Bank Advisors on the Move
September 25, 2014 4:40 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 10 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
Gary Cindrich, BNY Mellon Wealth Management
Gary Cindrich joined BNY Mellon Wealth Management as a wealth director for business development in the firm's Pittsburgh office. Cindrich was previously partner and senior vice president of sales at Virtual Officeware, a medical software company he founded and ultimately sold.
John Patrick, Countybank
John Patrick joined Countybank in Greenwood, S.C., as a financial advisor. He was previously a financial advisor with Park Sterling Bank, where he was vice president of Park Sterling Wealth Management. (Raymond James is the third-party marketer for Countybank.)
Laura Peterson, U.S. Bank
Laura Peterson joined Ascent Private Capital Management, the ultra-high-net-worth wealth management unit of U.S. Bank, as managing director of Client Experience in Denver. She and her team ensure that the services provided by Ascent's Denver office meet and exceed client expectations, the firm said. Prior to joining Ascent, Peterson was with Citi Private Bank, where she worked with ultra-high-net-worth clients.
Nancy Brackmann, U.S. Bank
Nancy Brackmann joined U.S. Bank as a senior trust officer for the Private Client Reserve high-net-worth unit in Chicago. She was previously a vice president and fiduciary officer with JP Morgan Private Bank.
Steven Greene, U.S. Bank
Steven Greene joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management advisor in Chicago. Prior to the Reserve, he was with Rappaport Reiches Capital Management, where he provided financial advisory services to high-net-worth individuals, families, foundations and non-profit organizations.
David Hein, U.S. Bank
David Hein joined U.S. Bank as a portfolio manager for the Private Client Reserve high-net-worth wealth management unit in Cincinnati. He was previously an acquisition program manager with the United States Air Force.
Debora Oberling, U.S. Bank
Debora Oberling joined U.S. Bank's Private Client Reserve high-net-worth unit in Chicago as wealth management advisor team leader. Prior to the Reserve, she was a managing director and market manager for JP Morgan Private Bank.
Teresa Seiwert, U.S. Bank
Teresa Seiwert, a former vice president and private client relationship manager with U.S. Bank, joined the bank's Private Client Reserve high-net-worth unit as a wealth management advisor in Chicago. She provides clients with tailored wealth management services.
Eric Blake, Viewpoint Bank
Eric Blake joined Viewpoint Bank in Plano, Texas, as a financial advisor to provide customers with financial planning and investment management services. Blake was previously a financial advisor with Allstate Financial. (Raymond James is the third-party marketer for Viewpoint.)
Diane Peterson McNeal, Wilmington Trust
Diane Peterson McNeal joined Wilmington Trust as senior private banker to oversee private banking services in the Florida market. She and her team provide lending, deposit, cash management and other financial services to affluent individuals and families, and professional practices. Prior to joining Wilmington, McNeal as the alternate group manager for Florida Private Banking for Comerica Wealth Management.
