Bank Advisors on the Move
June 3, 2014 9:05 AM
Bank Advisors on the Move
For bank advisors looking to advance their careers, there’s no better news than a promotion or a new job offer. Here are 14 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility. Of the 11 who switched to new banks, one was from a wirehouse.
Rebecca Ryan, BNY Mellon Wealth Management
Rebecca Ryan joined BNY Mellon Wealth Management Private Bank as head of the life insurance lending group. She was previously with Northern Trust, where she was national director of premium finance and senior relationship manager. Prior to that, she was a private and commercial banker with Citibank.
Stephen Campbell, Citi Private Bank
Stephen Campbell was named chairman of Citi Private Banks North America Family Office Group. He was previously head of the group. In his new role, Campbell will focus on advising the firms largest family office and foundation clients in North America and globally. Campbell joined Citi in 2011 with more than 25 years of financial industry experience.
Olive Goh, Citi Private Bank
Olive Goh joined Citi Private Bank as a director and ultra-high-net-worth private banker in Seattle. Goh joined Citi from HSBC Private Bank in New York, where she was relationship manager for the US domestic private bank since 2010.
William Woodson, Citi Private Bank
William Woodson joined Citi Private Bank as managing director and head of the North America Family Office Group. He was previously with Credit Suisse where he was head of the ultra-high-net-worth and family office business for the North American Private Bank. Woodson is based in West Palm Beach, Fla.
Danny Cahill, Liberty Bank
Danny Cahill joined Middletown, Conn.-based Liberty Bank as a financial advisor. He was previously a financial advisor with RBC Wealth Management. Liberty Bank is affiliated with Raymond James Financial Services.
Tiffani Boskovich, U.S. Bank
Tiffani Boskovich joined U.S. Bank as a portfolio manager for the Private Client Reserve high-net-worth wealth management unit in Denver. Prior to joining the Reserve, Boskovich served as vice president, investment manager with ANB Bank where she managed the investment department within the trust division.
Rocky Irinaga, U.S. Bank
Rocky Irinaga joined U.S. Banks Private Client Reserve high-net-worth unit as a senior portfolio manager in Portland. Prior to joining the Reserve, Irinaga was a senior vice president and senior portfolio manager for U.S. Trust and Bank of America Private Wealth Management.
Brandon Saliba, U.S. Bank
Brandon Saliba joined U.S. Bank as a senior vice president, wealth management advisor for the Private Client Reserve high-net-worth unit in Las Vegas. Saliba was previously vice president, private banker with Morgan Stanley Wealth Management.
Brad Sawyer, U.S. Bank
Brad Sawyer joined U.S. Banks Private Client Reserve high-net-worth unit as a wealth management advisor in Salt Lake City. Prior to joining the Reserve, Sawyer served as capacity coach with Team Performance Group in Ogden, Utah, where he developed financial services teams to better service clients through results and relationship management.
Jason Stamm, U.S. Bank
Jason Stamm joined U.S. Bank to lead the Private Client Reserve high-net-worth unit in the U.S. central region. He will oversee the growth of the business in Chicago, Kansas City, Milwaukee, Minneapolis/St. Paul, St. Louis and Madison, Wis., and lead a team of more than 350 investment, trust, private banking and financial planning professionals. Stamm was previously with BMO Private Bank, where he most recently served as regional president, leading the business operations and talent integration for the private bank of BMO, Harris Bank and Marshall & Ilsley.
Thomas Vercauteren, U.S. Bank
Thomas Vercauteren joined U.S. Bank as a personal trust relationship manager for the Private Client Reserve high-net-worth unit in Madison, Wis. He was previously a relationship manager for Trust Point Inc.
Jennifer Charlebois, Webster Private Bank
Jennifer Charlebois joined Webster Private Bank as senior vice president, senior fiduciary services officer in Stamford, Conn. Prior to joining Webster, she was managing director and senior trust officer with First Republic Trust Co. in New York.
Paul McAfee, Webster Private Bank
Paul McAfee, a trust officer at Webster Private Bank, was promoted to senior vice president, senior fiduciary services officer. Prior to joining Webster in 2010, McAfee held senior vice president positions at UBS Financial Advisor and US Trust.
Larry Gore, Wilmington Trust
Larry Gore, president of Wilmington Trusts New York wealth advisory office, was promoted to Northeast Region president and is now responsible for all relationship management and business development functions for personal trust, investment management, and private banking in the New York Metro, Northern New Jersey and Boston markets. Prior to joining Wilmington in 2010, he spent 18 years with UBS and worked as well at JP Morgan.
