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February 24, 2022 | Firm Update

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.”