Bank Reps on the Move
August 7, 2012 5:48 PM
Bank Reps on the Move
For bank reps looking to advance their careers, there's no better news than a promotion or a job offer that's too good to refuse. Here's a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.
Laura Mandel, Northern Trust
Northern Trust veteran Laura Mandel was promoted to president of the Northern Trust Co. of Delaware. In her new role, Mandel leads the regional bank's overall strategy and helps clients make use of the wealth transfer advantages that the state of Delaware offers. The 12-year veteran of Northern Trust previously served as senior fiduciary relationship manager. She succeeds Daniel Lindley who was appointed managing director of the company's Global Family & Private Investment Offices Group in Europe, the Middle East, Africa and the Asia-Pacific region.
Timothy Mertz, Northern Trust
Timothy Mertz joined Northern Trust as a senior private banker and relationship manager in Washington, D.C. He leads a three-person banking team that provides clients with personalized deposit and credit solutions as well as commercial credit. Mertz was previously a wealth management team leader for PNC Bank in Bethesda, Md., a position he held for three years. Prior to that, he held managerial and banking roles at Bank of New York Mellon and Bank of America for more than 20 years.
Gailyn Johnson, U.S. Bank
Gailyn Johnson, a 23-year veteran of Wells Fargo, joined U.S Bank as chief operating officer of U.S. Bank Wealth Management. She leads technology, operations, and corporate shared services, working with all wealth management business lines to better serve clients and accelerate growth. Johnson previously served as senior managing director of Wells Fargo Advisor's Direct Financial Solutions, responsible for multi-channel investment services for mass affluent customers.
Preston Came, BNY Mellon
Preston Came joined BNY Mellon as a senior director in the firm's Naples, Fla., wealth management office. He works closely with a team of portfolio managers and wealth strategists to provide wealth and investment management advice to high-net-worth clients. Came was formerly a wealth strategist at Northern Trust, where he spent more than 11 years.
Julie Pully, BNY Mellon
Julie Pully joined BNY Mellon's wealth management team in Chicago as a senior portfolio manager. She was previously at Northern Trust where she managed $700 million in assets as senior portfolio manager for eight years. Prior to that, Pully worked for two years as a client advisor with the private wealth management group of Mercantile Safe-Deposit and Trust in Baltimore.
Christopher Ross, BNY Mellon
Christopher Ross joined BNY Mellon's wealth management team in Washington, D.C., as a senior portfolio manager. He leads client relationships and investment strategy for the office. Ross was previously with Wells Fargo Private Bank, where he was responsible for client investment management, planning and balance sheet management. Prior to that, he served as the Washington branch office manager for Neuberger Berman.
Catherine Schulze, BNY Mellon
Catherine Schulze joined BNY Mellon's wealth management team in Chicago as a private banking specialist. Schulze joined BNY Mellon from BMO Harris Bank in Barrington, Ill., where she served for 18 years, most recently as vice president and senior private banker for the company's private client group.
Lee Woolley, BNY Mellon
Lee Woolley, a 20-plus-year veteran of Northern Trust, joined BNY Mellon's wealth management team in Chicago. He works closely with Regional President Michael DiMedio on sales and marketing efforts throughout the region. In his previous position at Northern Trust, Woolley served as a managing director leading the firm's national advisory services group.
