Bank Advisors on the Move
June 8, 2015 7:24 AM
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.
June 5, 2015
June 5, 2015
Michael Goldberger, BNY Mellon Wealth Management
Michael Goldberger, a wholesaler with BNY Mellon Investment Management in New York, was promoted to the position of wealth director in BNY Mellon Wealth Management's Newport Beach office. He is responsible for developing new business relationships with the firm's strategic partnership accounts and driving growth in southern California.
Jeffrey Radkowski, BNY Mellon Wealth Management
Jeffrey Radkowski, a senior portfolio officer with BNY Mellon Wealth Management, was promoted to the position of wealth director in the firm's Pittsburgh office. His new responsibilities include developing new business relationships with BNY Mellon's strategic partnership accounts. Before joining the firm in 2013, Radkowski was a financial representative with Northwestern Mutual Financial Network.
Steve Bellman, U.S. Bank
Steve Bellman joined Ascent Private Capital Management, the ultrahigh-net-worth wealth management unit of U.S. Bank, as managing director of investments in San Francisco. He was previously with PNC Bank, where he served as a regional investment director.
Bryan Polley, U.S. Bank
Bryan Polley joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management advisor in Minneapolis. Prior to joining the Reserve, Polley was a senior investment consultant at Allodium Investments where he worked as the primary financial consultant for high-net-worth clients and institutions.
Beth Curley Prestine, U.S. Bank
Beth Curley Prestine joined the Private Client Reserve high-net-worth wealth management unit of U.S. Bank as private banking managing director in Madison, Wis. She was previously a regional director of banking at BMO Private Bank.
Jory Sandusky, U.S. Bank
Jory Sandusky joined Ascent Private Capital Management, the ultrahigh-net-worth wealth management unit of U.S. Bank, as managing director of client experience in San Francisco. Prior to joining U.S. Bank, Sandusky was communications and program manager for Episcopal Charities, and prior to that held operations, marketing and branding positions at Morgan Stanley as wells as United Airlines.
John Sylla, U.S. Bank
John Sylla joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management advisor in Madison, Wis. He was previously a managing director of BMO Private Bank where he managed and directed private banking, trust services, investment management and financial planning.
John Barrett, Wilmington Trust
John Barrett joined Wilmington Trust as managing director and senior private client advisor in Norwalk, Conn. He will focus on high-net-worth clients in Connecticut, Westchester County and New York City. Prior to joining Wilmington, Barrett was a private client advisor with U.S. Trust.
Susan McCluskey, Wilmington Trust
Susan McCluskey joined Wilmington Trust as senior fiduciary officer for its Wealth Advisory office in Palm Beach, Fla. She is responsible for managing the fiduciary needs of personal trust clients throughout the Florida market. Prior to joining Wilmington, McCluskey served as senior vice president and client advisor with Bessemer Trust Co. of Florida.
Erin Miller, Wilmington Trust
Erin Miller joined Wilmington Trust as senior private client fiduciary officer for its Wealth Advisory office in York, Pa. She advises high-net-worth individuals and families, entrepreneurs and business owners, as well as foundations and endowments throughout York and Lancaster counties. Prior to joining Wilmington, Miller worked as an estate planning, probate and elder law attorney for 13 years.
