Bank Advisors on the Move
Published March 16, 2015 11:40 PM
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Updated August 10, 2016 9:33 AM
1 Min Read
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 eleven bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
March 16, 2015
March 16, 2015
Judy Barton, BNY Mellon Wealth Management
Judy Barton, BNY Mellon Wealth Management
Judy Barton joined BNY Mellon Wealth Management's Dallas office as a senior wealth director of business development. She has over 20 years of professional experience, including eight years with Sanford C. Bernstein, where she was a partner. Most recently she was a managing director with Albertini Group where she mainly handled executive recruiting and training.
Judy Barton joined BNY Mellon Wealth Management's Dallas office as a senior wealth director of business development. She has over 20 years of professional experience, including eight years with Sanford C. Bernstein, where she was a partner. Most recently she was a managing director with Albertini Group where she mainly handled executive recruiting and training.
Christian Griffin, BNY Mellon Wealth Management
Christian Griffin joined BNY Mellon Wealth Management as a managing director of business development in Westport, Conn. He was previously an executive director at J.P. Morgan Private Bank, where he advised affluent families, business owners, endowments and foundations.
Brian Seidman, BNY Mellon Wealth Management
Brian Seidman joined BNY Mellon Wealth Management's Garden City, N.Y., office as a regional managing director responsible for leading the wealth management team and expanding the firm's business on Long Island. He was formerly with U.S. Trust, where he spent the past 12 years in leadership roles.
David Weisberg, BNY Mellon Wealth Management
David Weisberg joined BNY Mellon Wealth Management as vice president and private banker in the firm's Pittsburgh office. Prior to BNY Mellon, Weisberg was with Wells Fargo Bank where he was a senior vice president and senior private banker responsible for originating and managing banking relationships with high-net-worth clients.
Kevin Addington, MainSource Bank
Kevin Addington joined MainSource Bank in Portland, Ind., as a financial advisor. He was previously an advisor with Old National Bank. (Raymond James is the third-party marketer for MainSource Bank.)
Thomas "Paul" Hughes, TowneBank
Thomas "Paul" Hughes joined Towne Investment Group, a division of TowneBank, in Richmond, Va., as a financial advisor and senior vice president. He was previously with Franklin Federal Savings, where he was a financial advisor. (Raymond James is the third-party marketer for TowneBank.)
Jennifer Maschke, U.S. Bank
Jennifer Maschke, a business banking officer with U.S. Bank's business banking team, was promoted to the role of private banker within the Private Client Reserve high-net-worth wealth management unit. She is based in Minneapolis.
Taskeen Pagany, U.S. Bank
Taskeen Pagany joined U.S. Bank's Private Client Reserve high-net-worth wealth management unit as a private banker in Chicago. She provides specialized lending services and oversees the day-to-day management of financial services for wealthy clients. Before joining the Reserve, Pagany held private banking roles at Citi Private Bank, J.P. Morgan and U.S. Trust.
Kate Phelan, U.S. Bank
Kate Phelan joined U.S. Bank as a trust relationship manager for the Private Client Reserve high-net-worth unit in Los Angeles. Prior to joining the Reserve, Phelan supported clients as an estate planning and administration attorney in the Phoenix metro area.
Debra Ruth, U.S. Bank
Debra Ruth joined U.S. Bank's Private Client Reserve high-net-worth wealth management unit as a private banker in Minneapolis. She was previously a private banking manager with Bremer Bank where she led a team of private bankers and business development officers.
Aaron Zises, U.S. Bank
Aaron Zises joined the Private Client Reserve high-net-worth wealth management unit of U.S. Bank as a wealth management advisor. Prior to the Reserve, Zises was vice president at Family Management Corp., a multi-family office based in New York.
