Bank Advisors on the Move
February 10, 2015 4:45 PM
Bank Advisors on the Move
For bank advisors looking to advance their careers, theres no better news than a promotion or a new job offer. Here are 13 bank advisors who were recently promoted or moved to new organizations to assume roles of greater responsibility.
February 9, 2015
February 9, 2015
Ryan Brown, BNY Mellon Wealth Management
Ryan Brown joined BNY Mellon Wealth Management's Manhattan office as a wealth director of business development. He was formerly director of the sales and marketing group for Bennett Lawrence Management, a registered investment advisor where he oversaw national business development and client retention.
Bill Burnett, BNY Mellon Wealth Management
Bill Burnett joined BNY Mellon Wealth Management as a senior wealth director in Fort Lauderdale, Fla. He joined the firm from Seacoast National Bank, where he was responsible for leading the wealth management division's expansion efforts in Palm Beach County.
Brett Dearing, BNY Mellon Wealth Management
Brett Dearing joined BNY Mellon Wealth Management as a senior wealth director in the firm's Manhattan office. He was formerly a managing director and founder of Viceroy Consulting.
Yolande Escher, BNY Mellon Wealth Management
Yolande Escher joined BNY Mellon's international wealth management business as a wealth director focusing on sales and business development efforts throughout the European region. Prior to BNY Mellon, Escher was a director at Barclays Wealth and Investment Management in London where she led a sales team of nine professionals. She is based in London.
Colleen Murphy, BNY Mellon Wealth Management
Colleen Murphy joined BNY Mellon Wealth Management as a senior wealth director in Naples, Fla. She was previously a development and capital campaign consultant providing services to nonprofits and family businesses. Earlier in her 35-year career, she was the managing director for Gibraltar Private Bank & Trust in Naples and Florida district president for Key Private Bank.
Timothy Ernste, Bremer Bank
Timothy Ernste joined Bremer Bank in Rochester, Minn., as a financial advisor. He was previously with Eastwood Bank, which Bremer acquired. (Raymond James is the third-party marketer for Bremer Bank.)
James Marquardt, Bremer Bank
James Marquardt joined Bremer Bank in Rochester, Minn., as a financial advisor. He was previously with Eastwood Bank, which Bremer acquired. (Raymond James is the third-party marketer for Bremer Bank.)
Brendan Freeman, Regions Bank
Brendan Freeman was promoted to Regions Bank's regional wealth executive for Mid-America, overseeing private wealth management teams serving clients in nine states. He previously oversaw teams in three Midwestern states: Missouri, Illinois and Iowa.
Gordon Boerner, U.S. Bank
Gordon Boerner, a private banking managing director for U.S. Bank's Private Client Reserve high-net-worth unit, was promoted to regional banking manager for the West region. In his new role, Boerner leads a team of private bankers from California to Colorado. He is based in San Diego.
Dan Farley, U.S. Bank
Dan Farley, Twin Cities investment lead for the Private Client Reserve high-net-worth unit of U.S. Bank, was promoted to regional investment director. In addition to overseeing and developing the Twin Cities investment team, Farley now also supports leadership and investment professionals within the Reserve, primarily in the east region. This is Farley's second promotion since joining U.S. Bank in 2010.
Jan Hendrickson, U.S. Bank
Jan Hendrickson joined U.S. Bank as regional managing director of the Ascent Private Capital Management ultrahigh-net-worth unit in Seattle. She was previously the managing partner and a founder of Denny Hill Capital, an early-stage venture capital firm.
Phillip Ebner, U.S. Trust 
Phillip Ebner joined U.S. Trust as a private client advisor in Minneapolis, Minn. He was previously a vice president at North Sky Capital, a Minneapolis-based independent RIA.
Shantel Wilkins, U.S. Trust
Shantel Wilkins joined U.S. Trust as a senior philanthropic relationship manager in San Antonio, Texas. She was previously with the Boeing Co.
