Bank Reps on the Move
August 23, 2013 10:44 AM
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.
Blair Ege, Citi Private Bank
Blair Ege joined Citi Private Bank as director and ultra-high-net-worth private banker in Washington, D.C. She was previously a senior director at BNY Mellon responsible for identifying new relationships for the firm and matching them internally with portfolio managers and credit bankers.
Ryan McCleary, Citi Private Bank
Ryan McCleary joined Citi Private Bank as director and ultra-high-net-worth private banker in Houston. He was previously with Atlantic Trust Private Wealth Management where he most recently served as a senior vice president and senior relationship manager. He was also a member of the firms asset allocation committee.
Michael Iacobucci, TD Wealth
Michael Iacobucci joined TD Wealths Private Client Group as a regional wealth leader and will oversee the banks wealth management operations in northern New England, including Maine, New Hampshire, Vermont and upstate New York. He most recently served as relationship manager for TD Wealth in Boston. Before joining TD Wealth, he worked at SunTrust Private Client Services and Wachovia Wealth Management.
Steven Truitt, TD Wealth
Steven Truitt joined TD Wealths Private Client Group as a regional wealth leader and will oversee the banks wealth management operations in the metro D.C. region, which includes Washington, D.C., Maryland, Delaware and northern Virginia. Truitt was previously with SunTrust Private Wealth Management, where he led the northern Virginia/Washington, D.C., regional wealth services team.
Shane Hiller, Umpqua Private Bank
Shane Hiller joined Umpqua Private Bank to spearhead the banks expansion into San Francisco. As senior vice president and market leader, he will build the private banking team and lead growth in the San Francisco region. Hiller was previously director at Citi Private Bank and has more than 20 years of wealth management experience.
Tom Crotty, U.S. Bank
Tom Crotty joined Ascent Private Capital Management, U.S. Banks ultra-high-net-worth wealth management unit, as managing director of Financial Administration in San Francisco. Before joining Ascent, Crotty was president of Montgomery Professionals, a San Francisco Bay area accounting and staffing firm.
Stephen Florance, U.S. Bank
Stephen Florance joined Ascent Private Capital Management, U.S. Banks ultra-high-net-worth wealth management unit, as managing director of Investment Consulting in San Francisco. He was previously a managing director with Hall Capital Partners, where he held multiple roles with responsibility for managing portfolios and conducting research in all asset classes.
Lou Gomez, U.S. Bank
The Private Client Reserve, U.S. Banks high-net-worth wealth management unit, promoted Lou Gomez to director of sales in the Twin Cities. He now leads a team that works across the Twin Cities market to create connections among prospective and existing clients. Before joining the Reserve, he launched and ran the wealth management business for Associated Bank in the Twin Cities.
Amy Kane, U.S. Bank
Amy Kane joined the Private Client Reserve high-net-worth wealth management unit of U.S. Bank as a senior family wealth advisor in Denver. She was previously an executive director and wealth advisor for J.P. Morgan Private Bank in Chicago.
Jeffrey Kravetz, U.S. Bank
Jeffrey Kravetz joined the Private Client Reserve high-net-worth wealth management unit of U.S. Bank as regional investment manager for the West region. He is based in Scottsdale, Ariz., and is responsible for developing and supervising investment management business throughout his assigned region. Kravetz joined the Reserve from J.P. Morgan Private Bank where he managed more than $600 million in investment assets.
Mark Moeller, U.S. Bank
The Private Client Reserve, U.S. Banks high-net-worth wealth management unit, promoted Mark Moeller to investment team lead in the Twin Cities. As the local investment practice leader, he leads professionals in developing and implementing investment portfolios for high-net-worth individuals and institutions. Moeller has more than 20 years of professional experience.
Sisi Tran, U.S. Bank
Sisi Tran joined Ascent Private Capital Management, U.S. Banks ultra-high-net-worth wealth management unit, as managing director of Wealth Strategy in San Francisco. She is responsible for advising families on wealth planning matters, including trust and estate planning, tax planning, multigenerational planning, family governance and risk management. She was previously with Convergent Wealth Advisors in Los Angeles as director of trust and estate planning.
Basil Barouki, U.S. Trust
Basil Barouki joined U.S. Trust as a private client advisor in Walnut Creek, Calif. He joined from Daiichi Sankyo.
Amelia Heath, U.S. Trust
Amelia Heath joined U.S. Trust as a senior trust advisor in Portland, Ore. She uses her experience in the administration of fiduciary accounts to provide advice and guidance to private clients. Heath previously worked at law firm Davis Wright Tremaine LLP.
Caryn Rahill, U.S. Trust
Caryn Rahill joined U.S. Trust as a private client advisor in Princeton, N.J. She was previously with Sovereign Bank.
Allison Taff, U.S. Trust
Allison Taff joined U.S. Trust as a private client advisor in Boston. She was formerly with Morgan Stanley.
Norbert Unger, U.S. Trust
Norbert Unger joined U.S. Trust as a private client advisor in Boston. He was formerly with Morgan Stanley.
