Dossier: Frost Bank
Ashley Ferguson, Senior Vice President, Wealth Management Roxy Salinas, Vice President, Wealth Management Kandice Sotuyo, Assistant Vice President, Private Banking What do you love most about working in financial services? What I love most is getting to know my clients on a deeper level and helping them make confident, meaningful […]
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: SouthState Bank
Angela K. Holliday, Senior Vice President, Director of Business Strategy and Regional Manager Laurie Griffith, Executive Vice President/Regional President Two Leaders. One Vision. Elevating Commercial Banking & Wealth in San Antonio In an industry historically dominated by men, two seasoned leaders are helping redefine what financial leadership looks like […]
Dossier – Jefferson Bank
Discover the Distinction of Private Banking at Jefferson Bank What type of clients benefit from having a Private Banker? We cater to diverse situations: family offices, complex businesses pursuing personalized services, or wealthy families seeking approachable advisors. We understand the unique requirements of multi-generational family businesses, women, professionals, and entrepreneurs, so we […]
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 […]