Bank Advisors on the Move
April 21, 2015 2:51 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. Here are 13 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
April 21, 2015
April 21, 2015
Jody McNerney, Bank of the West
Jody McNerney joined Bank of the West as a senior private client advisor in Denver. She works with affluent and high-net-worth clients in Denver and surrounding mountain communities to help them manage their wealth. Prior to joining Bank of the West, McNerney was vice president of Commercial Banking for Colorado Business Bank.
Spencer Thomas, Bank of the West
Spencer Thomas joined Bank of the West as a senior private client advisor in Denver. He serves clients in the bank's Northern Colorado and Eastern Plain branches. Prior to joining Bank of the West, Thomas was a senior private banker at Wells Fargo.
Bob Dail, BNY Mellon Wealth Management
Bob Dail joined BNY Mellon Wealth Management as a mortgage banking officer in the firm's Washington, D.C. office. He was previously with First Savings Mortgage, where he was a director in private mortgage banking.
Anthony Depasquale, BNY Mellon Wealth Management
Anthony Depasquale joined BNY Mellon Wealth Management as a senior director of business development in Las Vegas. He was previously president of Elysien Private Wealth & Real Property, an independent, fee-only, Las Vegas wealth management firm.
Natalie S. Oh, BNY Mellon Wealth Management
Natalie S. Oh joined BNY Mellon Wealth Management as a senior wealth director in Chicago. She was previously a principal with Taran Insurance and Advisory Services, a firm she established to serve the high-net-worth and affluent markets.
David Sivel, BNY Mellon Wealth Management
David Sivel joined BNY Mellon Wealth Management as senior director of portfolio management in Harrisburg, Pa. He leads a team of wealth management professionals who provide wealth and investment management services to high-net-worth investors throughout central Pennsylvania. Sivel was previously a managing director of wealth and institutional services with Wilmington Trust.
Scott Strochak, BNY Mellon Wealth Management
Scott Strochak joined BNY Mellon Wealth Management as a senior wealth director in Palm Beach Gardens, Fla. He was previously a wealth advisor with Morgan Stanley in Boca Raton, Fla.
Donald E. Wright, BNY Mellon Wealth Management
Donald E. Wright joined BNY Mellon Wealth Management's Washington, D.C., office as a senior wealth director. He was previously a regional vice president with Fisher Investments where he worked on developing and implementing a high-net-worth client program.
Alan Zinkin, BNY Mellon Wealth Management
Alan Zinkin joined BNY Mellon Wealth Management as senior wealth director in the firm's Miami office. Prior to BNY Mellon, Zinkin was a regional vice president of business development with Fisher Investments' Private Client Group where he worked to develop business relationships with influential professionals.
Paul R. Blundell, Northern Trust
Paul R. Blundell joined Northern Trust's International Wealth Advisory Services Group as a senior international relationship manager in New York City. He was previously a senior manager and senior private banker in the New York office of RBC Wealth Management.
Mark Benskin, U.S. Bank
Mark Benskin joined U.S. Bank's Private Client Reserve high-net-worth unit as wealth management advisor in Milwaukee. He leads a team of professionals who provide wealth management services to wealthy clients. Prior to joining the Reserve, Benskin was with BMO Bank where he led a team that served ultra-high-net-worth and high-net-worth clients throughout the southeast Wisconsin market.
Brad Scott, U.S. Bank
Brad Scott, the market leader for U.S. Bank's Private Client Reserve high-net-worth unit in Kansas City, was promoted to market leader for the Reserve in Cincinnati, the Reserve's second largest market in the U.S. He has more than 20 years of experience in wealth management.
Jackie Yoon, U.S. Trust
Jackie Yoon, a private client advisor at U.S. Trust, was promoted to the role of market executive in the St. Louis office. She joined U.S. Trust in February 2014 as a private client advisor.
