Bank Reps on the Move
Published March 18, 2013 10:22 AM
|
Updated December 30, 2016 6:31 AM
1 Min Read
Bank Reps on the Move
For bank reps looking to advance their careers, theres no better news than a promotion or a new job offer. Heres a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.
John Lynch, Provident Bank
John Lynch joined Provident Bank as a senior financial consultant to help commercial and other clients with complex needs in the lower Hudson Valley. He was formerly with Wells Fargo Private Bank, where he served as a senior private banker since 1999.
Anne Copeland, Regions Bank
Anne Copeland, a relative newcomer to Regions Banks Wealth Management Group, was named head of Private Wealth Management. She will lead Regions efforts to provide banking, trust, and investment management services to affluent and high-net-worth individuals and will oversee a team of more than 500 private wealth management associates.
Copeland joined the Regions Wealth Management Group in April 2012 as an executive vice president to manage strategy, client experience, product management, marketing, communications and training. Prior to that, she was executive vice president and senior managing director for Wells Fargo Banks Wealth Management Group in North Carolina.
Copeland joined the Regions Wealth Management Group in April 2012 as an executive vice president to manage strategy, client experience, product management, marketing, communications and training. Prior to that, she was executive vice president and senior managing director for Wells Fargo Banks Wealth Management Group in North Carolina.
David Mook, U.S. Bank
David Mook, a 29-year veteran of JP Morgan Chase, joined U.S. Bank Wealth Management as chief private banking officer. He will lead U.S. Banks private banking services, focusing on the needs of high-net-worth and ultra-high-net-worth clients and family-owned businesses. He will also lead sales management for private banking products and services.
At JP Morgan Chase, Mook held many leadership roles, most recently serving as regional capital advisory practice lead of Private Banking for the Midwest, West and California. Before that, he served as the private banks capital advisor for Private Wealth Management.
At JP Morgan Chase, Mook held many leadership roles, most recently serving as regional capital advisory practice lead of Private Banking for the Midwest, West and California. Before that, he served as the private banks capital advisor for Private Wealth Management.
John Ostrand, U.S. Bank
John Ostrand joined U.S. Banks high-net-worth wealth management business as a trust officer in Minneapolis. He will administer trusts of high-net-worth clients of the banks Private Client Reserve unit. Ostrand was previously with U.S. Trust, where he worked as a senior trust officer, portfolio manager and wealth advisor in the firms Minneapolis office.
Paul Stringmeyer, U.S. Bank
Paul Stringmeyer joined U.S. Banks high-net-worth wealth management business as a senior portfolio manager in Minneapolis. He will provide clients of the banks Private Client Reserve unit with integrated investment services. Stringmeyer was previously a portfolio strategist for U.S. Bancorps Asset Management Group, where he was responsible for the firms research and due diligence of approved investment vehicles.
Robert Stevenson, U.S. Bank
Robert Stevenson, a 14-year veteran of Northern Trust Co., joined U.S. Bank as managing director for Florida and senior portfolio manager for the Private Client Reserve, the banks high-net-worth wealth management business. He is based in Palm Beach, Fla. In his previous post at Northern Trust, Stevenson served as a senior portfolio manager, working with high-net-worth individuals, families and foundations.
Mark Ambrose, U.S. Trust
Mark Ambrose joined U.S. Trust as a private client advisor in Troy, Mich. He was previously with JP Morgan Private Bank in its Bloomfield Hills office for four years as executive director, private banker.
Marc Broderick, U.S. Trust
Marc Broderick joined U.S. Trust as a private client consultant in McLean, Va. He was previously vice president of University Development and Alumni Affairs at George Mason University, a position he held for five years. Prior to that, he served as senior associate vice president for institutional advancement at Temple University.
Ty Schlobohm, U.S. Trust
Ty Schlobohm joined U.S. Trust as a private client advisor in Minneapolis. He was previously with G-2 Trading where he worked as a portfolio manager for more than three years. He has 17 years of investment and wealth management experience.
