Bank advisers on the move

Published
  • January 12 2017, 3:27pm EST
For bank advisers looking to advance their careers, there’s no better news than a promotion or a new job offer. Here's the latest batch of bank reps who moved to new organizations to assume roles of greater responsibility since October.

For bank advisers looking to advance their careers, there’s no better news than a promotion or a new job offer. Here's the latest batch of bank reps who moved to new organizations to assume roles of greater responsibility since October.

Michael BenShimon, BNY Mellon Wealth Management

Michael BenShimon joined BNY Mellon Wealth Management as a senior wealth manager in Las Vegas. He was previously with Wells Fargo, where he was vice president and investment strategist.

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Mark Jamison, BNY Mellon Wealth Management

Mark Jamison joined BNY Mellon Wealth Management as a senior wealth director in Menlo Park, Calif. He will serve clients in the Bay Area wealth market.

Jamison was previously a principal with Bernstein Global Wealth Management where for 10 years he provided investment and wealth planning advice to individuals and families on a range of issues, including trusts, estates, foundations, endowments and multigenerational wealth.

Jamie Raiser-Umberger, BNY Mellon Wealth Management

Jamie Raiser-Umberger joined BNY Mellon Wealth Management’s Boca Raton office as a wealth director for business development. She was previously with First Niagara Private Client Services, where she led a team of advisers who delivered investment services, private banking and wealth planning strategies to high-net-worth families and foundations in Western New York.

Anthony Tanner, BNY Mellon Wealth Management

Anthony Tanner joined BNY Mellon Wealth Management as a senior wealth manager in Phoenix. He provides investment and wealth planning services to high-net-worth clients throughout Arizona.

Prior to BNY Mellon, Tanner was a senior client adviser at BMO Private Bank in Scottsdale.

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Scott Beetham, U.S. Bank

Scott Beetham joined U.S. Bank’s Private Client Reserve high-net-worth unit as a trust officer in Seattle. Prior to joining the Reserve, Beetham managed his own law practice with an emphasis on wills, trusts, estates, probate and business succession planning.

Patti Dill, U.S. Bank

Patti Dill joined Ascent Private Capital Management, the ultrahigh-net-worth unit of U.S. Bank, as managing director of client advisory in Seattle. She advises wealthy individuals and families on tax and estate planning, investing, private banking, financial reporting and fiduciary services.

Dill was previously with Laird Norton Wealth Management, where she served as managing director of sales, marketing and communications.

Read more: U.S. Bank's UHNW unit nabs managing director of client advisory from Laird Norton.

Jennette du Cloo, U.S. Bank

Jennette du Cloo joined the Private Client Reserve high-net-worth unit of U.S. Bank as managing director of investments in Seattle.

She previously served as a senior portfolio manager for KeyBank, Bank of the West and Wells Fargo in Portland, Ore.

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Stacee Kratovil, U.S. Bank

Stacee Kratovil joined U.S. Bank’s Private Client Reserve high-net-worth unit as a wealth management adviser in Seattle. She serves high-net-worth and ultrahigh-net-worth families, executives and private business owners.

Prior to the Reserve, Kratovil was a senior portfolio manager with BMO Harris Private Bank. She has more than five years of experience working in the financial industry.

Eric Rizza, U.S. Bank

Eric Rizza joined Ascent Private Capital Management, the ultrahigh-net-worth unit of U.S. Bank, as managing director of investments in Seattle. He is responsible for all aspects of the investment business in Ascent’s Pacific Northwest region.

Prior to joining Ascent, Rizza was the Northwest regional investment director for Citi Private Bank and also spent time as a director for the Global Family Office Business at Citigroup.

Kevin Sullivan, Webster Bank

Kevin Sullivan joined Webster Bank as a senior financial consultant in Waterbury, Conn. He was previously with Merrill Lynch, where he worked as a senior financial adviser and certified financial manager.

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Nicole Domis, M&T Bank

Nicole Domis joined M&T Bank’s Wilmington Trust wealth advisory team as a senior private banker in Atlanta, Ga. She works with high-net-worth clients throughout the Atlanta area.

Prior to joining Wilmington Trust, she spent her career with SunTrust Bank, most recently in the Private Wealth Management division as a credit adviser to Sports and Entertainment Group and GenSpring Family Office clients in Atlanta and California.

Jerry Franz, M&T Bank

Jerry Franz joined M&T Bank’s Wilmington Trust team as a senior private banker in Cherry Hill, N.J. He works with high-net-worth clients in Southern New Jersey and the Philadelphia area.

Prior to Wilmington Trust, Franz was a private banker at PNC Bank for 10 years.

Patricia Middleton, M&T Bank

Patricia Middleton joined M&T Bank’s Wilmington Trust wealth advisory office in Paramus, N.J., as a senior private client investment adviser. She was previously employed as vice president in investments at Hudson City Savings Bank in Paramus, N.J., for 13 years.

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Carl Robinson, M&T Bank

Carl Robinson joined M&T Bank’s Wilmington Trust wealth advisory team as a senior private client adviser in Boston. He provides wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners as well as foundations and endowments throughout the New England region.

Prior to joining Wilmington Trust, Robinson was in business development for Independent Portfolio Consultants, a high-net-worth investment platform covering the broker-dealer channel nationally.

Brad Weingart, M&T Bank

Brad Weingart joined the Wilmington Trust wealth advisory office of M&T Bank as managing director and senior private client adviser in Philadelphia. He provides wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners as well as foundations and endowments throughout the Greater Philadelphia area.

Prior to joining Wilmington Trust, Weingart was the regional executive at Citizens Private Bank, where he was responsible for overseeing all business development and client retention activities throughout the bank’s footprint.