Bank Advisors on the Move
November 10, 2014 4:00 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.
Luis Castellanos, BNY Mellon Wealth Management
Luis Castellanos joined BNY Mellon Wealth Management as a managing director for business development in the firm's Miami office. He leads the growth of the business with a team of wealth directors in Miami, Fort Lauderdale, Boca Raton and Palm Beach Gardens. Castellanos was previously a managing director at Bank of America's Merrill Lynch Banking organizations, where he developed and managed the firm's structured lending business for high-net-worth clients in Florida and international markets.
Mark Hathaway, BNY Mellon Wealth Management
Mark Hathaway joined BNY Mellon Wealth Management as a senior wealth director in Los Angeles. He was previously a managing director with Apheta Business Management, where he oversaw business development with a focus on family offices, legacy planning and investments.
Gregory Lentini, BNY Mellon Wealth Management
Gregory Lentini joined BNY Mellon Wealth Management as a senior wealth director for business development in Garden City, N.Y. He was previously a vice president and private banker at JP Morgan Private Bank.
Merryll McElwain, BNY Mellon Wealth Management
Merryll McElwain joined BNY Mellon Wealth Management as a wealth director in the firm's Los Angeles office. She was previously a financial advisor with Morgan Stanley.
Ygnacio Garcia-Saladrigas, BNY Mellon Wealth Management
Ygnacio Garcia-Saladrigas joined BNY Mellon Wealth Management as a senior wealth director in the firm's Miami office. He was previously a private banker with JP Morgan Chase.
Carolyn Simon, BNY Mellon Wealth Management
Carolyn Simon joined BNY Mellon's wealth management team in Madison, N.J., as a wealth director responsible for generating business in the New Jersey region. Simon was previously vice president and senior relationship manager at PNC Wealth Management.
Laura Kiesel, The Commerce Trust Co.
Laura Kiesel, an assistant vice president in the Private Client Group of The Commerce Trust Co., was promoted to vice president. Her responsibilities include account administration and customer service related to personal trust and investment management services.
Dan Farley, U.S. Bank
Dan Farley, a managing director and senior portfolio manager for the Private Client Reserve high-net-worth unit of U.S. Bank, was promoted to a leadership role as head of the investment team and business in the Twin Cities. Prior to joining the Reserve in 2010, Farley was a vice president with Dougherty Commercial Properties, where he led joint venture deal structures, acquisition due diligence and institutional funding.
Jack Frencho, U.S. Bank
Jack Frencho joined U.S. Bank as a wealth management advisor for the Private Client Reserve high-net-worth unit in Columbus, Ohio. He was previously a vice president and relationship manager for Key Private Bank.
Matthew Tilghman-Havens, U.S. Bank
Matthew Tilghman-Havens joined U.S. Bank's Private Client Reserve high-net-worth unit as a senior wealth planner in Seattle. He was previously an attorney with Graham & Dunn in Seattle, where he was part of the estate planning team.
Myles McHale Jr., U.S. Bank
Myles McHale Jr. joined U.S. Bank's Private Client Reserve high-net-worth unit as a wealth management advisor managing director in Naples, Fla. He leads a team of wealth management advisors and consultants throughout Florida who work with individuals, business owners and nonprofit institutions. Prior to the Reserve McHale was a managing director of Wilmington Trust Investment Advisors' Consultant Relations Liaison Group.
Thanh Nguyen, U.S. Bank
Thanh Nguyen joined U.S. Bank as a vice president and private banker for the Private Client Reserve high-net-worth wealth management unit in Denver. She was previously a private banker at Front Range Bank.
David Bloom, Wilmington Trust
David Bloom joined Wilmington Trust as managing director and senior private client advisor in the firm's Wealth Advisory division. He serves Wilmington's high-net-worth clients in the Greater Philadelphia region and is based in Villanova, Pa. Prior to Wilmington, Bloom worked for JP Morgan's Private Bank.
