Tolleson Wealth Management Hosts Firm-Wide Celebration for Annual Mid-Year Promotions

Tolleson Wealth Management recognized the following 17 promotions in June.

Adele Noel
Manager, Client Advisory Team

Andrew Dunafan
Senior Associate, Client Bookkeeping

Claire Dameris
Senior Analyst, Client Advisory Team

Colleen Seagraves
Senior Client Service Associate, Private Banking Officer

Courtney Joyner
Director, Philanthropy and Family Engagement

Darlene Thimmig
Vice President and Lending Coordinator, Private Banking

Emily Brown
Senior Client Service Associate

Jeff Dunn
Managing Director, Client Advisory Team

Jessica Keller
Senior Loan Servicing Analyst

Josh Coury
Managing Director, Client Advisory Team

Lauren Wasson
Junior Trust Administrative Officer

Meghan Fogel
Business Operations Analyst

Montana Dawley
Senior Analyst, Client Advisory Team

Niki Tidmore
Associate Business Systems Analyst

Rachael Reese
Managing Director, Client Advisory Team

Stephanie McElroy
Senior Client Service Associate

Tori Chieffalo
Senior Analyst, Client Advisory Team

We were thrilled to announce our 2022 Mid-Year Promotions with a special firm-wide celebration. Tolleson’s CEO Carter Tolleson, President Richard Joyner, and Chief Operating Officer John Scheibe recognized each of the 17 promotions individually, speaking to each employee’s work ethic and career thus far. “We want to congratulate and celebrate this deserving group of individuals,” said Tolleson.