Dossier: Bank of Texas

Bank of Texas Dossier photo

 

Grace Morehouse, Addyson Brooks, Kayla Nowak, Leah Schoenfeld, Kendra McKennie,
Lisa Herron, Jennifer Bailey,
Leah Schoenfeld – SVP, Senior Private Wealth Banker

 

I am a Private Wealth Banker working with high-net-worth individuals and families, creating thoughtful, customized banking and credit solutions. I specialize in aviation finance, premium finance, and various lines of credit.

 

I work with entrepreneurs, executives, and families who have complex financial lives and value a relationship built on trust, accessibility, and a truly personalized approach. I take a very personal, thoughtful approach, focusing on what matters most to each client and connecting them with the right solutions. I strive to combine the capabilities of a large institution with the feel of a highly personalized, boutique experience.

 

Addyson Brooks, Vice President – Corporate Banking

 

I work with businesses to obtain financing and cash management solutions. I specialize in working with businesses over $20 million in revenue, up into the large corporate space.

 

I work with business clients across all industries. I have worked with everything from heavy equipment, contractors, food services, family-owned, ESOPs… I love learning new things about industries and companies every day. Most of the time, we can find a creative way to help our clients across industry and revenue size. In the scenario that we can’t, we always strive to bring other ideas and solutions to the table to help them meet their goals.

 

Jennifer Bailey, Senior Vice President – Credit Underwriting

 

I specialize in corporate banking credit underwriting with a focus on evaluating complex middle-market to large corporate clients in our footprint.  In partnership with my banker, we work as a team to structure a credit facility that meets the lending needs of the client while also managing and understanding the risk appetite of the bank.

 

Banking is all about people and relationships.  We work in an industry that requires trust, collaboration, communication, and adding value. Every day we work to build that trust and those relationships both internally with our teammates and externally with our clients.  At the end of the day, it’s extremely rewarding to know you have helped a business succeed, and a business owner realize their potential.

 

Bank of Texas


755 E. Mulberry Ave., Suite 520, San Antonio, TX 78212

(210) 200-6770  |  www.bankoftexas.com

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