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 and managing customized investment portfolios […]
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 individuals and families. My role […]
The Dossier: Frost Private Banking
Pictured L-R: Gloria Connor, Assistant Vice President; Cindy Snyder, Vice President; Sibonae Jones, Vice President; Maralessa Gonzales, Assistant Vice President; Mildred Markl, Assistant Vice President; Denise Henk, Assistant Vice President; Leanne Ethridge, Senior Vice President | Not pictured: Linda Douglas, Senior Vice President; Veronica Payne, Vice President; Kandice Persad, Assistant Vice President What […]
The Dossier: Broadway Bank
Pictured L-R: Michelle Beza – AVP, Private Banker; Margaret Below – SVP, Private Banker; Brandy McQuiston – AVP, Private Banker What are the benefits of having a Private Banker? We provide a high level of service while offering customized solutions for clients. Our Private Bankers will clear your path to any account, loan, […]
The Dossier: American Bank
Why do your clients benefit from having a Private Banker? Perhaps our most precious commodity of all is our time. And most people simply do not have enough of it. American Bank’s Private Banking team works hard to become a trusted partner for our clients, which enables them to focus on other priorities […]