Bank advisors on the move

Published
  • December 05 2017, 5:14pm EST
For bank advisors 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 or assumed roles of greater responsibility.

Advisor career moves: 8 jump to new banks, credit unions

For bank advisors 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 or assumed roles of greater responsibility.

Coleman Webb, OnPoint Credit Union

Coleman Webb, a former advisor with Key Bank, joined OnPoint Credit Union as an associate financial advisor in Gresham, Oregon. OnPoint Credit Union is affiliated with Raymond James.

Content Continues Below

Jessica McCord, Security Service Federal Credit Union

Jessica McCord joined Security Service Federal Credit Union in San Antonio, Texas, as a financial advisor. She was previously an advisor with River City Federal Credit Union. Security Service Federal Credit Union is affiliated with Raymond James.

Darrell Claridge, Union Bank

Darrell Claridge joined Union Bank as a private wealth advisor in Walnut Creek, California. He works with high-net-worth clients with at least $3 million in investable assets. Claridge was previously a private client advisor with City National Bank.

Read more: Union Bank bolsters private wealth team with top recruits from City National

Craig Muller, Union Bank

Craig Muller, once team leader of City National Bank's East Bay private banking business, joined Union Bank as a private wealth advisor in Walnut Creek, California. He works with high-net-worth clients with at least $3 million in investable assets.

Read more: Union Bank bolsters private wealth team with top recruits from City National

Content Continues Below

Iffy Akwule, Wilmington Trust

Iffy Akwule joined Wilmington Trust as an investment associate in Washington, D.C. She works with investment advisors, analyzing portfolios, preparing materials for client meetings and supporting the portfolio management process. She was previously an associate analyst in the Structured Finance Ratings Group of Moody's Investors Services.

Ilyssa Clay, Wilmington Trust

Ilyssa Clay joined Wilmington Trust's wealth advisory team in Washington, D.C., as a senior private banker. She provides advice as well as credit and banking services to wealth management clients through M&T Bank, which owns Wilmington Trust. Clay was formerly a senior banking advisor at PNC Bank for 10 years, where she worked with high-net-worth families.

Lauren Wallace, Wilmington Trust

Lauren Wallace joined Wilmington Trust as an investment advisor in Washington, D.C. She develops, monitors and periodically rebalances portfolios for high-net-worth clients. Prior to Wilmington, Wallace held various financial analyst roles at J.P. Morgan Chase in its private and investment banks.

Content Continues Below

Lydia Wolf, Wilmington Trust

Lydia Wolf joined Wilmington Trust's wealth advisory team in Washington, D.C., as a senior private client advisor. She provides wealth management advice to high-net-worth clients, including families, entrepreneurs, and foundations and endowments. Wolf was previously a senior private banker and advisor at Wells Fargo.