Susan Balmaceda has joined Wells Fargo Private Client Services as a trust administrator. She has more than 17 years of trust experience, focusing on the administration of trusts, agency and estate accounts.
Michael Carroll has been promoted to wealth management specialist at Wells Fargo Private Client Services. He has been with Wells Fargo for five and a half years and focused on trust administration and financial planning, and has spent 17 years in the financial services and planning arena.
Daniel Korleski has been named an investment manager for Wells Fargo Private Client Services. He has been with Wells Fargo for seven years and brings 18 years experience to the position.
Jon Kircher has been named a private banker for Wells Fargo Private Client Services. He previously worked for Wells Fargo PCS in Denver and has more than eight years of experience in the banking industry.
Steven Higgins has been named vice president/branch manager of Charles Schwab. He has been with the company for 10 years in a variety of management and sales positions.
Andrea Slate has been recognized for customer satisfaction excellence as part of the J.D. Power and Associates Distinguished Insurance Agency Program. She has been an agent for American Family Insurance since 2001.
Reno J. Reser has been named executive vice president of Strategic Financial Partners. He will be responsible for recruiting, training and managing new financial representatives.
Glena McPeters has been named marketing manager for Flying Horse. She previously was director of marketing at La Plata Investments.
Jeff Mapp has joined J.E. Dunn as quality assurance manager. He has more than 27 years of experience working for architectural firms.
Greg Kalkwarf has been named sales and marketing director at BKD. He most recently was sales and marketing director with the company’s Wichita office and has 10 years of experience in sales and marketing, including professional sports.
Four Colorado Springs financial representatives have received awards for outstanding sales achievement from the Northwestern Mutual Financial Network. They are: Benjamin Joseph Harvey, Diamond Award; Scott A. McKechnie, Emerald Award; J. Michael Carroll, Diamond Award; and T.S. Padrnos, Emerald Award.
John C. Buckley III has been appointed to the board of directors of the Bank of Briargate, a division of the Bank of Broadmoor.