Slideshow Bank Reps on the Move

Published
  • September 27 2013, 2:28pm EDT
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Bank Reps on the Move

For bank reps looking to advance their careers, there’s no better news than a promotion or a new job offer. Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Joseph Fernandez, BNY Mellon Wealth Management

Joseph Fernandez, BNY Mellon Wealth Management's managing director for Florida, was promoted to regional president of Eastern Florida, a newly created position based in Miami. He will oversee the firm’s wealth management offices in Boca Raton, Fort Lauderdale, Miami and West Palm Beach. The 15-year veteran of BNY Mellon was team leader in the firm’s Miami office, overseeing the largest team in the region, prior to assuming his new role.

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Eric Matheson, BNY Mellon Wealth Management

Eric Matheson joined the New York office of BNY Mellon Wealth Management as a senior director of business development. He will be responsible for drumming up business among ultra-high-net-worth clients in the New York Tri-State region. Before BNY Mellon, Matheson was a financial advisor and partner on a team managing more than $1 billion in assets at Raymond James.

Tracy McCarthy, BNY Mellon Wealth Management

Tracy McCarthy joined BNY Mellon Wealth Management to lead the Denver office as regional president. She will be responsible for managing and expanding the firm’s presence in Colorado. Prior to BNY Mellon, McCarthy had her own business strategy consultancy. She also worked at a number of wealth managers and private banks, including U.S. Trust, Lloyd’s Banking Group and Citibank.

Robert Pick, BNY Mellon Wealth Management

Robert Pick joined BNY Mellon Wealth Management as a senior director of business development in Palm Beach Gardens, Fla. He was previously with the Alternative Capital Group in Panama City, Panama, a company he founded.

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Don Quattrucci, BNY Mellon Wealth Management

Don Quattrucci, a former veteran of BNY Mellon Wealth Management, has rejoined the firm as managing director of Business Development. He will oversee the business strategy for the wealth management business and spearhead the expansion of the sales force. Quattrucci rejoined BNY Mellon from U.S. Trust, where he most recently served as managing director and market investment director for two years.

Lisa Simington, BNY Mellon Wealth Management

Lisa Simington, leader of the firm’s private banking effort in the Southeastern U.S., was promoted to regional president of Western Florida, a newly created position based in Naples. She will oversee the firm’s wealth management business in key wealth markets in Western Florida, ranging from Naples to Tampa. Simington joined BNY Mellon in late 2009 and has more than 25 years of experience in financial services.

John DeMasi, Susquehanna Bank

John DeMasi joined Susquehanna Bank as a financial consultant. He will be responsible for financial and estate planning and wealth management for individuals and small business owners as well as insurance and retirement strategies. DeMasi previously worked as an independent financial consultant and has 15 years of experience in the financial services industry. He is based in Bryn Mawr, Pa.

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Brent Smith, Susquehanna Bank

Brent Smith, a vice president of Susquehanna Bank, was promoted to director of brokerage services for Susquehanna Wealth Strategies. He will be responsible for managing the bank’s brokerage program. Smith joined Susquehanna in February of 2012, most recently serving as vice president and head of special projects supporting the executive team. He is based in King of Prussia, Pa.

Tina Cain, U.S. Bank

Tina Cain joined U.S. Bank’s Private Client Reserve high-net-worth unit in St. Paul as vice president and trust officer. She previously served as a vice president and trust officer for Associated Trust Company.

Carlo Gozzi, U.S. Bank

Carlo Gozzi joined the Private Client Reserve high-net-worth unit of U.S. Bank as a wealth management consultant in Chicago. Prior to joining the Reserve, he was a vice president and branch manager for U.S. Bank’s Consumer Bank in the Chicago area, where he worked with commercial and individual clients.

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Ruth Granen, U.S. Bank

Ruth Granen joined U.S. Bank’s Private Client Reserve high-net-worth unit in Seattle as vice president and personal trust relationship manager. She will deliver personal trust and estate administration services to individuals, families and corporations. Before joining the Reserve, she was a financial manager for Ohana Fiduciary Corp., where she specialized in the administration of high-net-worth client relationships and special-needs trusts.

Alex Kramer, U.S. Bank

Alex Kramer joined the Private Client Reserve high-net-worth unit of U.S. Bank as a managing director in Milwaukee. He will lead a team of 10 advisors. Kramer was previously head of sales for Johnson Bank Wealth Management, where he led sales strategies and teams throughout Wisconsin and Arizona.

Christopher Kurimay, U.S. Bank

Christopher Kurimay joined U.S. Bank’s Private Client Reserve high-net-worth unit as a wealth management advisor in Chicago. He will provide high-net-worth clients with integrated wealth management services. Prior to joining the Reserve, Kurimay was a team partner with UBS Private Wealth Management in Chicago.

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Sandra Besso Plowinske, Wilmington Trust

Sandra Besso Plowinske joined Wilmington Trust’s new wealth advisory office in Albany as senior private client advisor. She specializes in developing strategies for the creation, protection and efficient distribution of wealth for families. Besso Plowinske was previously with Key Investment Services, where she was a wealth advisor.

Peter Carnathan, Wilmington Trust

Peter Carnathan joined Wilmington Trust as a private client advisor in Washington, D.C. He was previously with Fiduciary Trust Company, where he served as managing director and business development officer. Carnathan has more than 20 years of experience assisting families with their wealth management needs in the Greater Washington area.

Heather Ford, Wilmington Trust

Heather Ford joined Wilmington Trust’s new office in Albany as a private banker, focusing on the banking needs of the firm’s clients. She was formerly with KeyBank, where she worked as a business banking relationship manager.

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Elizabeth Squires, Wilmington Trust

Elizabeth Squires joined Wilmington Trust as a fiduciary trust advisor in the firm’s new wealth advisory office in Albany. She handles estate and trust administration matters for individuals and their families as well as institutions and foundations. Prior to joining Wilmington, Squires was a senior trust officer at Key Private Bank.