Bank Advisors on the Move
January 5, 2015 3:24 PM
Bank Advisors on the Move
Jan. 5, 2015
For bank advisors looking to advance their careers, theres no better news than a promotion or a new job offer. Here are 12 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
For bank advisors looking to advance their careers, theres no better news than a promotion or a new job offer. Here are 12 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
Patrick Gherity, Bremer Bank
Patrick Gherity joined Bremer Bank in Edina, Minn., as a financial advisor. He was previously a financial advisor with Wings Financial Credit Union. (Raymond James is the third-party marketer for Bremer Bank.)
Vivian Chan, BNY Mellon Wealth Management
Vivian Chan joined BNY Mellon Wealth Management's Hong Kong office as wealth director of business development. She provides discretionary investment and wealth management services to high-net-worth individuals and families in Hong Kong. Chan was formerly with Oppenheimer & Co. in Newport Beach, Calif., where she was a director of investments.
Andrew Crofton, BNY Mellon Wealth Management
Andrew Crofton joined BNY Mellon Wealth Management as a senior wealth director in Manhattan and Garden City, N.Y. He was formerly a private client advisor at U.S. Trust.
Marcelino Pendas, BNY Mellon Wealth Management
Marcelino Pendas joined BNY Mellon Wealth Management as a senior director and team leader in Miami. He is responsible for growing the firm's international private client business with a focus on Latin American opportunities. Prior to BNY Mellon, Pendas was director of trust sales for Amicorp Services' Private Client Group.
Catherine Arnold, U.S. Bank
Catherine Arnold joined U.S. Bank as a wealth management advisor for the Private Client Reserve high-net-worth unit in Seattle. She was previously a vice president and senior director with BNY Mellon Wealth Management.
Shannon Baustian, U.S. Bank
Shannon Baustian joined U.S. Bank's Private Client Reserve high-net-worth unit as a senior wealth planner in Minneapolis. She was previously director of client service for Market Street Trust Company.
Gregory Block, U.S. Bank
Gregory Block joined U.S. Bank's Private Client Reserve high-net-worth wealth management unit as a private banker in Milwaukee. He was previously with Park Bank, where he served as vice president of the commercial banking division and as a credit analyst.
John Briggs, U.S. Bank
John Briggs joined U.S. Bank as a wealth management consultant and entertainment industry specialist for the bank's Private Client Reserve high-net-worth unit in Nashville. He is responsible for developing relationships with musicians, actors, producers and other clients in the entertainment industry. Prior to joining the Reserve, Briggs was a vice president for the American Society of Composers, Authors and Publishers.
Rachel Ferguson, U.S. Bank
Rachel Ferguson was named managing director of private banking for U.S. Bank's Private Client Reserve high-net-worth wealth management unit in Cincinnati. In her new role, Ferguson oversees a team of private banking professionals. She was previously a managing director of private banking for the Reserve's Twin Cities offices.
Heather Gross, U.S. Bank
Heather Gross joined U.S. Bank as a trust relationship manager for the Private Client Reserve high-net-worth wealth management unit in Sacramento. She was formerly an estate planning and trust administration attorney for Legacy Law Group.
Ena Licina, U.S. Bank
Ena Licina joined U.S. Bank's Private Client Reserve high-net-worth wealth management unit in Las Vegas as a trust relationship manager. She was previously a trust officer with Wells Fargo Wealth Management.
Patricia Farrell, Wilmington Trust
Patricia Farrell joined Wilmington Trust as managing director for the firm's wealth advisory office in Buffalo. She leads a team of professionals who provide wealth and investment management, trust, estate planning, family office and philanthropy services for clients throughout Western New York. She was previously with U.S. Trust in Manhattan, where she was a senior vice president and private client advisor.
