Tolleson Wealth Management Celebrates Annual Promotions
Tolleson Wealth Management recognized the following 25 promotions in January.
Ashley Lewis
Senior Advisor, Philanthropy and Family Engagement
Brandon Turner
Director, Client Advisory Team
Cullen Scott
Senior Analyst, Investment Team
Dustin Eldridge
Director, Client Advisory Team
Eva Garcia
Senior Business Systems Analyst
Hugh Seligman
Director, Client Advisory Team
Jared Williams
Senior Trust Administrative Officer
Javier Salinas-Contel
Associate Private Banking Officer
Jennifer Kuncl
Director, Business Operations
Jessica Eller
Manager, Client Advisory Team
John David Hodges
Trust Officer
Julia Thompson
Senior Business Operations Analyst
Justin Thompson
Managing Director, Client Advisory Team
Katherine Moreno
Director, Wealth Operations
Kayleen Bengtson
Associate Private Banking Officer
Marcia Maia-Kinder
Senior Underwriting Officer, Private Banking
Meredith Storey
Senior Analyst, Investment Team
Micahl Wester
Managing Director, Client Advisory Team
Rhyanna Quiroz-Castillo
Senior Client Service Associate
Susan Jenevein
Managing Director, Philanthropy and Family Engagement
Suzy Poile
Senior BSA Analyst, Banking Officer
Tamiecca Wesley
Senior Loan Servicing Associate
Tasha James
Senior Associate, Client Bookkeeping
Tony Changsuk
Senior Transaction Analyst, Wealth Operations
Trevon Stull
Banking Officer, Lobby Services Team Lead
“We are proud of this group and thrilled to celebrate their promotions,” said CEO Carter Tolleson. “Our team is critical in providing client-focused services and we feel it is important to recognize their accomplishments.”