Sonali Patel, Vice President, Private Client Advisor What is your specialization in the financial services industry, and why did you choose it as a career? Growing up with family who worked in the medical field, I realized early that my purpose …
Lisa Benton, Financial Advisor, MS, QPFC What are your areas of focus in the financial services industry, and why did you choose it as a career? My areas of focus in the financial services industry revolves around financial planning for business owners and families, with a particular concentration …
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 …
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 …
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 …
