The Dossier: Jefferson Bank Private Banking
Pictured L-R: Mary Ellen Archer, Carixa Martinez, Katie Butler, Whitney Pigg, Vilma Pena, Betsy Baker What type of clients benefit from having a Private Banker? Our solutions cater to diverse situations: Family Offices, complex businesses pursuing personalized services, or families with a legacy of wealth seeking approachable advice. We understand the unique requirements […]
Independent Financial
Laurie Griffith, San Antonio Market President and Alan Goss, Senior Vice President, Relationship Manager What services do you provide? We offer a wide range of lending and account services for businesses and families. For businesses, our loans range from commercial real estate construction/rehab/permanent financing, middle market lending and SBA lending to builder finance and […]
Amarillo National Bank, Now in San Antonio
What services do you provide? Business lending is our specialty. We provide commercial loans for small businesses, agribusiness, medical partnerships/practices, and commercial real estate. We also make loans for working capital, receivables, and inventory, along with vehicle and fleet financing. Other services include letters of credit, business credit cards, single-pay notes, commercial construction, and professional/executive […]
Unlocking the World of Commercial Services: Discovering the Jefferson Bank Difference
Brandey Orsag, EVP, Chief Lending Officer In the ever-evolving landscape of commercial services, Jefferson Bank stands out as a true leader. “Jefferson Bank prides itself on its extensive lending portfolio, offering a comprehensive range of products to a diverse clientele,” says Brandey Orsag, EVP Chief Lending Officer. From consumer to commercial loans, including lines of […]
Broadway Bank Wealth Management
1. How do you measure success with your clients? Success with a client means we have a good rapport, and the client feels comfortable being open and honest about their financial goals. We surround our clients with a team based on the types of assets they would like us to manage, be it securities, real […]