Bank Reps on the Move
Published May 20, 2013 4:42 PM
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Updated August 3, 2016 12:02 PM
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.
Robert Buzzelli, BNY Mellon
Robert Buzzelli joined BNY Mellon Wealth Management as a senior sales director in the firms Pittsburgh office. Buzzelli joined BNY Mellon from Allegheny Valley Bank, where he was chief banking and wealth management officer responsible for sales and service across all lines of the business.
Debralee Nelson, BNY Mellon
Debralee Nelson joined BNY Mellon Wealth Management as a senior sales director for the New York Tri-State region. She was previously a managing director and senior banker at J.P. Morgan Chase, where she was responsible for relationship management in the private bank.
Steve Wieting, Citi Private Bank
Steve Wieting, Citi Private Bank
Steven Wieting, a former managing director and U.S. economist in Citi Research, was promoted to global chief strategist of Citi Private Bank. He is responsible for formulating investment views and strategies for the business and its clients around the world.
Steven Wieting, a former managing director and U.S. economist in Citi Research, was promoted to global chief strategist of Citi Private Bank. He is responsible for formulating investment views and strategies for the business and its clients around the world.
Joseph Llanas, City Bank
Joseph Llanas joined City Bank as a financial advisor and vice president of Investments. He was formerly with Edward Jones, where he was a financial advisor.
Heather Borelli, U.S. Bank
Heather Borelli, a former senior associate of Abbot Downing, joined the Private Client Reserve unit of U.S. Bank as a wealth management advisor in Naples, Fla. The 20-year veteran of the financial services industry managed client relationships for the Southeast region at Abbot Downing.
Tim Hoekstra, U.S. Bank
Tim Hoekstra joined U.S. Banks Private Client Reserve unit as a wealth management advisor in Phoenix. He was previously with J.P. Morgan, where he was a vice president and business manager providing local business management and oversight in the Scottsdale, Ariz., market. He has more than 21 years of experience in the financial services industry.
Benjamin Jensen, U.S. Bank
Benjamin Jensen, U.S. Bank
Benjamin Jensen joined U.S. Bancorp Investments, the brokerage affiliate of U.S. Bank, as a financial advisor in Anacortes, Wash. Before joining USBI, he spent several years working in the Anacortes market and regionally as a financial advisor for another firm.
Benjamin Jensen joined U.S. Bancorp Investments, the brokerage affiliate of U.S. Bank, as a financial advisor in Anacortes, Wash. Before joining USBI, he spent several years working in the Anacortes market and regionally as a financial advisor for another firm.
Brett Pearce, U.S. Bank
Brett Pearce joined U.S. Bancorp Investments, the brokerage affiliate of U.S. Bank, as a financial advisor in Galena, Illi. Before joining USBI, he spent three years working in the Galena market for another firm.
David Skaggs, U.S. Bank
David Skaggs, U.S. Bank
David Skaggs joined U.S. Banks Private Client Reserve unit as a wealth management advisor in St. Louis. Before joining the Private Client Reserve, he was president of Entech Engineering, where he was responsible for the companys day-to-day operations and new client relationships. He also worked for J.P. Morgan as a senior capital advisor and private banker.
David Skaggs joined U.S. Banks Private Client Reserve unit as a wealth management advisor in St. Louis. Before joining the Private Client Reserve, he was president of Entech Engineering, where he was responsible for the companys day-to-day operations and new client relationships. He also worked for J.P. Morgan as a senior capital advisor and private banker.
Michael Lee, Wells Fargo
Michael Lee joined Abbot Downing, the ultra-high-net-worth wealth management business of Wells Fargo, as a relationship manager and wealth planning strategist in Chicago. He works with the firms Planning and Dynamics team and provides content expertise in the areas of tax and estate planning. Lee was previously a partner of William Blair & Co., a global investment banking and asset management firm.
