The Dossier

Jefferson Bank photo

Jefferson Bank

  Pictured L-R: Teri Grubb, Joy LeFlore, Brandey Wimberley-Orsag   As a full-service financial institution, Jefferson Bank offers a variety of career paths with advancement opportunities. These leaders in their respective lines of business share insights into the financial services industry.   Betsy Baker, Private Banking Manager, offers advice for ...

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Frost Bank Dossier photo

Frost Investment Services, LLC

  Ashley Ferguson, CWS® — Senior Vice President   What is your specialization in the financial services industry, and why did you choose it as a career?    I get to know Frost clients and help find the best financial strategies that empower them to make smart decisions with their ...

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Amarillo National Bank Team

Amarillo National Bank

    Most locals probably think all banks are the same. From a multinational Wall Street bank to a regional credit union, financial institutions offer similar products—commercial loans, personal checking accounts, debit cards, and more.   But San Antonio residents who turn to Amarillo National Bank are learning that a ...

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KhristeneCano BroadwayWealth

Broadway Wealth Solutions, Inc.

  Khristene Cano • President and Chief Compliance Officer   What is your role in the financial services industry?   I lead an impeccably credentialed registered investment advisory team that provides our clients with personalized strategic investment guidance. No two clients are the same, and our team specializes in building ...

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Midfirst Bank photo

MidFirst Bank

  Sherry Gonzalez, 1st Vice President, Private Banking   What is your specialization in the financial services industry, and why did you choose it as a career?   As the 1st Vice President of Private Banking at MidFirst Bank, I provide trusted, personalized, and confidential concierge financial services to affluent ...

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