Bank Reps on the Move -- Update
Published May 8, 2012 2:55 PM
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Updated August 10, 2016 10:25 AM
1 Min Read
Bank Reps on the Move -- Update
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. Also check out other executive changes from inside the channel.
Robert P. Diedrich, First Midwest Bank
First Midwest Bank veteran Robert P. Diedrich was tapped to lead to the banks newly formed Wealth Management Division, which provides fiduciary, investment and private banking services to individuals, corporate and governmental clients. Diedrich previously headed the banks trust division.
Daniel F. Lindley, Northern Trust
Daniel F. Lindley was named managing director of Northern Trusts Global Family & Private Investment Offices Group for Europe, the Middle East and the Asia-Pacific. Lindley, currently president of Northern Trust Co. of Delaware, will assume his new role on July 1 and will be based in London.
Brian Heilman, Northern Trust
Brian Heilman joined Northern Trusts wealth management division as a senior portfolio manager in Washington, D.C. He most recently was a senior portfolio manager for U.S. Trust/Bank of America Private Wealth Management and its predecessors in the greater D.C. area. He has 24 years of investment experience.
Mike Spalding, Associated Bank
Mike Spalding was promoted to personal trust manager for private client services at Associated Bank. He is responsible for providing investment, estate planning and financial solutions for business owners, professionals and other high-net-worth individuals, foundations and endowments in Central and Northern Wisconsin. He has more than 20 years experience in the financial industry with 13 years as portfolio manager for Associated.
Steven M. Short, Huntington National Bank
Financial industry veteran Steven M. Short was named director of Huntington National Banks wealth management division. He oversees a team of private bankers and personal trust officers from the bank and licensed investment representatives of The Huntington Investment Company. Before joining Huntington, Short served for five years as the CEO of UnionBanc Investment Services, Inc., a subsidiary of Union Bank of California.
William T. LaFond, Wilmington Trust
William T. LaFond was tapped to head up Wilmington Trusts wealth advisory business in Washington, D.C. He was formerly managing director of business development for Wilmington Trusts Family Wealth group in Delaware. Prior to joining Wilmington Trust in 2004, LaFond advised high-net-worth clients and their families as a vice president and financial planner with U.S. Trust Co. of New York.
Al Behar, Wilmington Trust
Al Behar joined the Washington, D.C., office of Wilmington Trust as vice president and senior private client fiduciary advisor. He was previously with Wells Fargo Private Bank, where he was senior trust and fiduciary advisor. Prior to Wells Fargo, Behar worked for UBS Trust Co., Wachovia Trust Co., and Riggs & Co.
Bruce Hoffmeister, Wilmington Trust
Bruce Hoffmeister joined Wilmington Trusts Washington, D.C., team as vice president and senior financial planner from Wells Fargo Private Bank. He has more than 26 years of financial experience, specializing in estate planning, wealth management, and tax planning. Prior to Wells Fargo, Hoffmeister was a partner with Washington, D.C., law firm Feldesman, Tucker, Leifer, Fidell LLP.
Eric Schoener, Wilmington Trust
Eric Schoener joined Wilmington Trusts Washington, D.C., office as vice president and senior private client advisor. Prior to Wilmington Trust, Schoener held senior positions with Wells Fargo Private Bank, U.S. Trust, and Charles Schwab.
Jast Sohi, Wilmington Trust
Jast Sohi joined Wilmington Trusts Washington, D.C., team as vice president and senior private banker. The 25-year veteran of the financial service industry most recently served as senior private banker at Wells Fargo Bank, providing investment management, financial planning and trust services to high-net-worth clients.
