Dossier: Broadway Bank
BROADWAY BANK & BROADWAY WEALTH SOLUTIONS, INC. Harlee Holcomb, VP, Financial Advisor (BWSI); Lynn Yznaga, SVP, Consumer Real Estate Operations Manager; Jennifer Mansour, SVP, Deputy Chief Credit Officer; Alyssa Hartlage, SVP, Commercial Real Estate Lender; Robin Badillo, VP, Financial Advisor (BWSI); Brandy McQuiston, VP, Private Banker What is your specialization in the […]
Dossier: Firstmark Credit Union
Stacey Wilkerson, Executive Vice President; Robin Tooms, Chief Marketing Officer Laura Ward, Chief Risk Officer; Cynthia Crouch, Chief Experience Officer Wendy Cleveland, President & Chief Executive Officer What do you love most about working in financial services? Financial services, especially the credit union space, are deeply personal. I love that we […]
Dossier: Amarillo National Bank
Luz Estrada – Branch Manager What is your specialization in the financial services industry? I specialize in customer service within the banking industry, helping customers open accounts, answer questions about banking products and services, and understand ways to protect themselves from fraud. I enjoy making financial services feel approachable and helping […]
Dossier – Broadway Bank
Casey Seitz, SVP, Estate Settlement Specialist, Michelle Beza, VP, Private Banker, Elizabeth Strait, SVP, Wealth Advisor/Trust Officer, Brandy McQuiston, VP, Private Banker, Khristene Cano, SVP, President and Chief Compliance Officer, Sarah Hansen, VP, Trust Advisor, Julie Hardaway, SVP, Director of Trust & Specialist Advisory Services, Tammy Wheeldon, SVP, Wealth Advisor/Trust Officer What is […]
Season of Giving
Season of Giving, Season of Growth Making the Most of Your Money and Meaning This Holiday Season By Melinda Adams, Financial Advisor, CEPA® The holidays have a way of bringing out the best in us. The lights twinkle a little brighter, our hearts grow a little fuller, and suddenly we’re reminded of what […]