Truxton Announces a Number of New Colleagues and Promotions
Truxton, a financial services firm, has announced several new hires and promotions, strengthening its team across various departments. Key additions include:
- Charles Vance, JD: Vice President, Wealth Advisor and Director of Security
- Brandt Warner, JD, CFP®: Assistant Vice President, Wealth Advisor
- John Gleason, CPA: Associate Wealth Advisor & Tax Strategist
- Brad Bartkowiak: Vice President in Banking
- Krista Conaway: Treasury Officer
The company also promoted Joseph Staub to Assistant Vice President, Compliance, and Vanita Murphy to Assistant Vice President, Loan Administration. CEO Tom Stumb emphasized Truxton's commitment to attracting top talent to better serve clients, while President Derrick Jones expressed confidence in the new team members' ability to improve client outcomes and drive business growth.
Truxton, una società di servizi finanziari, ha annunciato diverse nuove assunzioni e promozioni, rafforzando il suo team in vari dipartimenti. Le aggiunte chiave includono:
- Charles Vance, JD: Vicepresidente, Consulente Patrimoniale e Direttore della Sicurezza
- Brandt Warner, JD, CFP®: Vicepresidente Assistente, Consulente Patrimoniale
- John Gleason, CPA: Consulente Patrimoniale Associato e Stratega Fiscale
- Brad Bartkowiak: Vicepresidente nel Settore Bancario
- Krista Conaway: Funzionario della Tesoreria
L'azienda ha anche promosso Joseph Staub a Vicepresidente Assistente, Compliance, e Vanita Murphy a Vicepresidente Assistente, Amministrazione dei Prestiti. Il CEO Tom Stumb ha sottolineato l'impegno di Truxton ad attrarre i migliori talenti per servire meglio i clienti, mentre il Presidente Derrick Jones ha espresso fiducia nella capacità dei nuovi membri del team di migliorare i risultati per i clienti e guidare la crescita del business.
Truxton, una empresa de servicios financieros, ha anunciado varias nuevas contrataciones y promociones, fortaleciendo su equipo en varios departamentos. Las adiciones clave incluyen:
- Charles Vance, JD: Vicepresidente, Asesor Patrimonial y Director de Seguridad
- Brandt Warner, JD, CFP®: Vicepresidente Asistente, Asesor Patrimonial
- John Gleason, CPA: Asesor Patrimonial Asociado y Estratega Fiscal
- Brad Bartkowiak: Vicepresidente en Banca
- Krista Conaway: Funcionaria de Tesorería
La empresa también promovió a Joseph Staub a Vicepresidente Asistente, Cumplimiento, y a Vanita Murphy a Vicepresidente Asistente, Administración de Préstamos. El CEO Tom Stumb enfatizó el compromiso de Truxton de atraer talento de alto nivel para servir mejor a los clientes, mientras que el Presidente Derrick Jones expresó confianza en la capacidad de los nuevos miembros del equipo para mejorar los resultados de los clientes y impulsar el crecimiento del negocio.
Truxton은 재정 서비스 회사로, 여러 새로운 채용 및 승진을 발표하며 다양한 부서에서 팀을 강화하였습니다. 주요 추가 인원에는:
- Charles Vance, JD: 부사장, 자산 고문 및 보안 감독
- Brandt Warner, JD, CFP®: 부사장 보조, 자산 고문
- John Gleason, CPA: 부 자산 고문 및 세무 전략가
- Brad Bartkowiak: 은행 부사장
- Krista Conaway: 재무 담당자
회사는 또한 Joseph Staub를 부사장 보조, 준수 부서로, Vanita Murphy를 부사장 보조, 대출 관리로 승진시켰습니다. CEO Tom Stumb는 Truxton이 고객에게 더 나은 서비스를 제공하기 위해 최고의 인재를 유치하려는 노력을 강조하였으며, 사장 Derrick Jones는 새로운 팀 멤버들이 고객 결과를 개선하고 비즈니스 성장을 촉진할 수 있는 능력에 대한 신뢰를 표현하였습니다.
Truxton, une société de services financiers, a annoncé plusieurs nouvelles recrues et promotions, renforçant son équipe dans divers départements. Les ajouts clés incluent:
- Charles Vance, JD: Vice-Président, Conseiller en patrimoine et Directeur de la sécurité
- Brandt Warner, JD, CFP®: Vice-Président adjoint, Conseiller en patrimoine
- John Gleason, CPA: Conseiller en patrimoine associé et Stratège fiscal
- Brad Bartkowiak: Vice-Président en banque
- Krista Conaway: Responsable de la trésorerie
L'entreprise a également promu Joseph Staub au poste de Vice-Président adjoint, conformité, et Vanita Murphy au poste de Vice-Président adjoint, administration des prêts. Le PDG Tom Stumb a souligné l'engagement de Truxton à attirer les meilleurs talents pour mieux servir les clients, tandis que le Président Derrick Jones a exprimé sa confiance dans la capacité des nouveaux membres de l'équipe à améliorer les résultats des clients et à favoriser la croissance de l'entreprise.
Die Finanzdienstleistungsfirma Truxton hat mehrere neue Einstellungen und Beförderungen angekündigt, um ihr Team in verschiedenen Abteilungen zu stärken. Wichtige Neuzugänge umfassen:
- Charles Vance, JD: Vizepräsident, Vermögensberater und Sicherheitsdirektor
- Brandt Warner, JD, CFP®: Assistenz-Vizepräsident, Vermögensberater
- John Gleason, CPA: Associate Wealth Advisor & Steuerstratege
- Brad Bartkowiak: Vizepräsident im Bankwesen
- Krista Conaway: Schatzamtsoffizier
Das Unternehmen beförderte auch Joseph Staub zum Assistenz-Vizepräsidenten, Compliance, und Vanita Murphy zum Assistenz-Vizepräsidenten, Kreditverwaltung. Der CEO Tom Stumb betonte das Engagement von Truxton, erstklassige Talente zu gewinnen, um die Kunden besser zu bedienen, während Präsident Derrick Jones Vertrauen in die Fähigkeiten der neuen Teammitglieder äußerte, die Ergebnisse für die Kunden zu verbessern und das Unternehmenswachstum voranzutreiben.
- Expansion of the team with experienced professionals across various departments
- Addition of specialized expertise in wealth management, banking, and treasury services
- Internal promotions indicating career growth opportunities within the company
- None.
NASHVILLE, Tenn., Aug. 02, 2024 (GLOBE NEWSWIRE) -- Truxton is pleased to announce that several new colleagues have joined the firm, in addition to notable promotions made over the last few months. Truxton continues to attract some of the top finance industry talent in the country.
“Truxton is constantly and perpetually searching for new colleagues who can help us serve our clients better,” said Tom Stumb, CEO and Chairman. “For the past twenty years, we have been blessed to attract a group of people who are passionate about doing the right thing for each one of our clients. We believe that we have the best team in the business.”
Truxton Wealth adds depth to the advisory team, bringing diverse expertise to the firm. Charles Vance, JD brings his experience practicing family law and 30 years of law enforcement to his unique role, serving as both Vice President, Wealth Advisor and Director of Security. Brandt Warner, JD, CFP® joins the team as Assistant Vice President, Wealth Advisor. Mr. Warner earned his Juris Doctor from the University of Tennessee College of Law and holds a CERTIFIED FINANCIAL PLANNER™ designation. John Gleason, CPA, joins the team as an Associate Wealth Advisor & Tax Strategist. Mr. Gleason earned his Master of Accountancy from Vanderbilt Owen Graduate School of Management and is a licensed Certified Public Accountant (CPA), previously serving as an Audit Manager at Ernst & Young.
Also joining the Wealth team are Laura Frith, Client Service Specialist, and Garrett Rudolph, Portfolio Analyst. Mrs. Frith brings a diverse business background to the team, previously working in wealth management, non-profit administration, and marketing. Mr. Rudolph is a graduate of Union University and is currently pursuing his CFA Charter.
Truxton Banking adds veteran experience with Brad Bartkowiak, Vice President, and Andrea Bishop, Banking Specialist, joining the team. Mr. Bartkowiak brings twenty years of banking experience to the team, previously working with Wells Fargo Bank, US Bancorp, Fifth Third Bank and JPMorgan Chase Bank. Ms. Bishop bring over twenty years of banking experience to the team with an emphasis in loan administration and client service.
Joining the Treasury Management team, Truxton adds Krista Conaway, Treasury Officer, and Sara McMahan, Deposit Operations Specialist. Ms. Conaway brings six years of banking experience with a focus on Treasury Management. Mrs. McMahan has spent the last five years in banking, previously at FirstBank and Encore.
Additionally, Truxton announced new roles for Joseph Staub, who was promoted to Assistant Vice President, Compliance, and Vanita Murphy, who was promoted to Assistant Vice President, Loan Administration. Mr. Staub joined Truxton in 2022 as a Credit Administrator, and Ms. Murphy joined in 2018 as a Loan Administrator.
“We are excited to have this accomplished group of professionals,” said Derrick Jones, President and Director. “Their collective talent, experience and energy is considerable, as is their unwavering commitment to serve sophisticated clients at the highest levels. We look forward to their contributions to improving client outcomes and positioning our business for future growth.”
About Truxton
Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). For more information, visit truxtontrust.com.
| Investor Relations | Media Relations |
| Austin Branstetter | Swan Burrus |
| 615-250-0783 | 615-250-0773 |
| austin.branstetter@truxtontrust.com | swan.burrus@truxtontrust.com |
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