Tolleson Wealth Management Celebrates Annual Promotions

February 07, 2023 - Firm Update
1 Min read

Tolleson Wealth Management recognized the following 20 promotions in January.

Amber Moore
Analyst, Client Operations

Blake Masterson
Manager, Client Advisory Team

Christine Finn
Chief Fiduciary Officer, Private Trust

Denise Foreman
Manager, Client Bookkeeping

Elle Heard
Senior HR Associate

Elliott Alexander
Manager, Client Advisory Team

Hector Perez
Assistant Fund Controller

Julia Thompson
Project Manager, Business Operations

Kathy Kasrai
Office Manager

Kayleen Bengtson
Relationship Manager, Private Banking

Kristen Strickland
Senior Analyst, Compliance

Liz Lean
Tax Strategist, Client Advisory Team

Mark Foxworth
Senior Vice President & Credit Manager, Private Banking

Miguel Muñoz
Senior Deposit Operations Officer, Private Banking

Morgan Prasher
Senior Analyst, Client Advisory Team

Shira Rodriguez
EA to CIO & Project Manager, Investments

Shiv Patel
Director, Client Advisory Team

Sydney Choucair
Assistant Controller

Tracey Reyes
Senior Vice President & Managing Director, Private Trust

William Neely
Senior Analyst, Client Advisory Team