Dossier – Jefferson Bank
Racheal Centeno Senior Vice President, Treasury Management Sales Officer What is your specialization in the financial services industry? I specialize in Treasury Services for Business and Corporate customers, focusing on cash management, liquidity optimization, payment and receivables processing, fraud prevention, and customized financial reporting. My goal is to help customers streamline their operations and […]
She Holds the Future
Why Women Must Get Ready for the Great Wealth Transfer By Melinda Adams, Financial Advisor, CEPA® This month, as I blow out another birthday candle, I find myself thinking less about age—and more about legacy. Not just mine, but ours. Because right now, something big is happening in the world of money. […]
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 […]