Profile – RBFCU
Novie Allen Business Lending Development Officer Novie Allen is in her second decade at RBFCU and is honored to be their Business Lending Development Officer. People in the community know Novie, and when they hear a business associate is looking for financing to expand their business, they get that person in touch with […]
Profile – Lisa Mochel
Lisa Mochel Senior Vice President, Treasury Management and Business Development Officer Lone Star Capital Bank is a proud, locally owned community bank based in San Antonio, with branches extending into the Hill Country and Austin. We take pride in our deep roots in the community, prioritizing personal relationships and understanding the financial needs […]
Texas Capital
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 was to utilize my intellect […]
Abeyta Bueche & Sanders Group at Morgan Stanley
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 on incorporating the perspective of […]
Jefferson Bank
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 women considering a career in […]