Omni San Antonio Hotel at the Colonnade announces additions to executive team

180x150-OmniSA
The Omni San Antonio Hotel at the Colonnade, an award-winning four diamond hotel, is pleased to announce the following additions to its executive team:

Omar CrespoOmar Crespo
Director of Human Resources
Prior to joining the Omni Colonnade Executive team, Crespo was Director of of Human Resources for We Manage, Inc., overseeing 300 employees from three hotels, three golf clubs and the corporate administrative offices.

Jeremy Lander
Jeremy S. Lander, CHSE
Director, Sales & Marketing
Prior to joining the Omni Colonnade, Lander was Director of Group Sales at the Omni Barton Creek Resort & Spa in Austin.

_CynthiaRivera
Cynthia Rivera
Director of Finance
Prior to joining the Omni Colonnade executive team, Rivera was Assistant Director of Finance at the Omni La Mansion del Rio in San Antonio.

Delfin Ortiz
Also of note: General Manager Delfin Ortiz recently received the Omni Hotels’ 2013 General Manager of the Year Award for Customer Service

UNITED SA Federal Credit Union announces new President & CEO

PrintKyle_AshleyAfter an extensive nationwide search, the Board of Directors of UNITED SA Federal Credit Union (UNITED SA) is pleased to announce the selection of Kyle Ashley as the organization’s new President & Chief Executive Officer.

“UNITED SA is excited to have Kyle take on the role of President & CEO,” said Bill Gregory, Board Chairperson. “He brings extensive executive and CEO experience in the credit union industry with him and he has achieved substantial financial success with other credit unions. We are confident that he will bring similar success to UNITED SA. Kyle is a dynamic, innovative and results-oriented leader who has a strong track record of performance.”

“Kyle has a passion for helping members achieve their financial goals and has worked with other non-profit organizations to improve their communities,” added Gregory. “We are looking forward to him building on the strengths of our existing staff by providing key leadership skills and a clear vision to position UNITED SA for future success.”

Kyle most recently served as President/CEO of Allied Federal Credit Union in Arlington, Texas. He has previously served as President/CEO of Alliance Federal Credit Union and Texas Plains Federal Credit Union in Lubbock, Texas. Kyle earned a Bachelor’s of Business Administration from Texas Tech University.

About UNITED SA Federal Credit Union
Now in its 59th year, UNITED SA Federal Credit Union is headquartered in San Antonio, Texas. Over 25,000 members own and belong to the not-for-profit financial cooperative, which has over $215 million in assets.

Padgett, Stratemann & Co. announces new promotions

Padgett Stratemann & Co.Padgett, Stratemann & Co., L.L.P. (PS&Co.), one of Texas’ premier CPA and business advisory firms, is pleased to announce several new promotions throughout the firm.

Kothmann, Will_Cropped1Will Kothmann, CPA – Will is the newest audit partner at PS&Co.  He has more than ten years of public accounting experience serving energy, retail, construction, manufacturing, and distribution industries.  Will has a bachelor’s degree in accounting from Texas A&M University in College Station and is involved with the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), the San Antonio Chapter of TSCPA, and the Petroleum Accountants Society of San Antonio. He was named one of the San Antonio Business Journal’s “40 Under 40” in 2012. Will is a 2010 graduate of the North San Antonio Chamber of Commerce Leadership Lab program, the treasurer of the Phil Hardberger Park Conservancy, and a committee member of S.A.L.E. for Kids for San Antonio Livestock Exposition.

Munoz, Leo_Cropped2Leo Munoz, CPA/CFF, CFE – Leo is a senior manager and has been promoted to partner-in-training.  He has more than 24 years of accounting, finance, and management experience in public accounting, in industry, and as a business owner.  He spent six years in public accounting in the audit department of a national public accounting firm, nine years in various director-level financial positions with a publicly-held company, and three years as a partner in a real estate investment company. He holds a bachelor’s degree in accounting from St. Mary’s University, San Antonio, Texas and is a certified public accountant, a certified fraud examiner and is certified in financial forensics. Leo is a member of the AICPA, TSCPA, and the Association of Certified Fraud Examiners (ACFE) and is a graduate of Leadership San Antonio Class 38.

Foshe, Renee_cropped3Renee Foshee, J.D., LL.M. (Taxation), CPA – Renee has been promoted to manager in the tax department. She is an attorney, a certified public accountant, and a former adjunct professor of accounting. Her practice is concentrated in federal and international tax issues. Renee holds a LL.M. in taxation from the SMU School of Law in Dallas, a juris doctorate from the Texas Tech School of Law, and a master of accountancy from Texas State University in San Marcos. She is active in the Bexar County Women’s Bar Association, the AICPA, serves on the board of directors of the TSCPA and the San Antonio CPA Society, and is the treasurer of the International Law Section of the San Antonio Bar Association.

Hatch, Alissa_cropped4Alissa Hatch, CPA – Alissa has been promoted to tax manager. She specializes in tax compliance and planning within the private client services niche, working with high-wealth individuals and family-owned businesses, and in the financial institutions niche.  Alissa has a BBA and a master’s of accountancy from The University of Iowa in Iowa City, Iowa and is a certified public accountant. She is a member of the AICPA, the TSCPA, the San Antonio Chapter of the TSCPA, and serves as the treasurer for the Alamo City Cancer Council.

Hyde, Michelle_cropped5Michelle Hyde, CPA – Michelle has been promoted to audit manager. She primarily serves the public sector industry and audits various public sector entities, including school districts, not-for-profits, municipalities, local government agencies, and various state agencies.  She has more than 13 years of accounting experience and holds a bachelor’s degree in accounting from The University of Texas at San Antonio, and is a certified public accountant. Michelle is a member of the AICPA, the TSCPA, and the San Antonio Chapter of TSCPA.

Niblett. Linda_cropped6Linda Niblett, CPA – Linda has been promoted to a manager in the audit department. She has more than seven years of public accounting experience, primarily in financial and compliance auditing for state and local governments and not-for-profit organizations.  She also has audit experience in the manufacturing, construction, and insurance industries.Linda has a bachelor’s degree in accounting and finance from St. Edward’s University in Austin and is a member of the AICPA and the TSCPA.

Turner, Matt_cropped7Matt Turner, CPA – Matt has been promoted to manager in the audit department.He has more than seven years of public accounting experience, including services provided to the manufacturing, retail and distribution, construction, and banking industries. Matt has a master’s and bachelor’s degree in accounting from Trinity University in San Antonio, is a certified public accountant, and is a member of the AICPA and the TSCPA.

About PS&Co.
PS&Co. is one of Texas’ largest locally-owned CPA and business advisory firms.  In business since 1945, PS&Co. has offices in San Antonio and Austin.  The firm is dedicated to professional excellence, integrity, and community service. PS&Co. provides a range of sophisticated accounting, audit, tax, and other business advisory services for both publicly-traded and private companies.  Its experienced professionals serve clients in various industries, including banking, construction, communication, entertainment, government-based, non-profit, medical, professional services, manufacturing, retail, distribution, technology, insurance, oil and gas, and real estate.  PS&Co. is a member of the RSM McGladrey Network, the premier affiliation of independent accounting and consulting firms in the nation.  To learn more about our services, visit www.padgett-cpa.com.

 

Broadway Bank announces new employees and promotions

Jonathan Pina-2014

W. Jonathan Piña joins Broadway Bank as a vice president, business banker II in business banking. He has 15 years of experience in the financial industry in commercial lending, business banking, private banking and credit. He has a Bachelor of Business Administration in finance from Loyola University New Orleans and is a graduate of Central Catholic High School. He served on the Val Verde County Hospital District Board and as a finance committee member at Sacred Heart Catholic Church. He also was a member of the Del Rio Rotary Club and the Del Rio Knights of Columbus. Piña is a member of the Loyola University New Orleans and the Central Catholic High School alumni associations.

SONY DSCElizabeth Hetrick, senior vice president, who has been with Broadway Bank since 2011, has been promoted to Wealth Advisor Team Manager in the Wealth Management Division. She has 18 years of experience in estate planning and trust and estate administration, amassed through work in the financial industry, as a staff attorney in Bexar County Probate Court and in private practice. Hetrick serves on the board of directors of The Ecumenical Center for Religion and Health and the board of governors of the San Antonio Estate Planners Council. She has Bachelors of Arts in management and marketing from Texas A&M University and a Master of Business Administration from St. Mary’s University and a Doctor of Jurisprudence from St. Mary’s University School of Law. She also earned the Certified Trust and Financial Advisor (CTFA) credential from the American Bankers Association.

E_Kempf-2014Emily Kempf has been promoted to assistant vice president, treasury management sales officer. She has 16 years of banking experience and has worked as the banking services manager at the Broadway Bank San Marcos Banking Center since 2013. Kempf is pursuing a Bachelor of Applied Arts and Sciences in leadership and management at Texas State University. She is active in both the Kyle and San Marcos chambers of commerce and serves on the Broadway Bank Care Corps Committee, volunteering at various non-profit organizations in the local communities.

 OLYMPUS DIGITAL CAMERAVicki Siluk-Aguilar has moved to the Broadway Bank Alamo Heights Banking Center as vice president, market manager, following seven years as the JBSA-Randolph Banking Center market manager. She is a familiar face, having begun her career at the Alamo Heights Banking Center as banking services manager. Siluk-Aguilar also has served as the banking services manager at Broadway Bank’s Huebner and Main Banking Centers. She has been with Broadway Bank 11 years and has more than 35 years of banking experience.

About Broadway Bank
Headquartered in San Antonio, Broadway Bank was founded in 1941. It has evolved from a small neighborhood bank into one of the largest independently owned banks in Texas. Today, Broadway Bank continues to function as a family-owned and operated financial institution. Broadway Bank offers a full range of sophisticated financial services, including personal banking, private banking, military banking, business banking and wealth management. With more than $2.9 billion in total assets, the highly rated Bank operates 40 locations in San Antonio, Austin and the surrounding areas. Visit the Broadway Bank website at broadwaybank.com for more information.

Broadway Bank announces new bankers and promotions

BroadwayBank_Logo_tagB_Korb-2014Brian Korb, Ph.D., CFA, CFP, joins Broadway Bank as senior vice president, portfolio manager III, in the wealth management division. He has more than 25 years of investment management and teaching experience. He has held investment-related positions and has taught economics, investments, corporate finance, and personal financial planning as a full-time professor at West Point, Trinity Western University (British Columbia) and Texas Tech University. At Broadway Bank, Korb manages funds for foundations, endowments, retirement funds, trusts and high net worth individuals. He has a Bachelor of Science in management from the U.S. Air Force Academy, a Master of Business Administration with distinction in finance from the University of Michigan, and a Doctor of Philosophy in family and consumer sciences education from Iowa State University. He was awarded the Certified Financial Planner® (CFP®) designation in 1992 and the Chartered Financial Analyst (CFA) designation in 2000.

M_Bonilla-2014Monica Bonilla joins Broadway Bank as a vice president, estate settlement specialist in the wealth management division. Bonilla provides legal and practical guidance to Broadway Bank clients regarding the settlement of estates. Prior to joining Broadway Bank, she served as the deputy director and staff attorney for Catholic Charities Legal Guardianship and Money Management. She is a summa cum laude graduate of St. Mary’s University, with a Bachelor of Arts in political science with a secondary level permanent teaching certificate. She earned a Doctor of Jurisprudence from St. Mary’s University School of Law in San Antonio. She was licensed to practice law in the state of Texas in 1996. She volunteers for Catholic Charities and the Community Justice Program of the San Antonio Bar Association.

J_Hardaway_2014Julie Hardaway has been promoted to senior vice president, wealth advisor team manager in the wealth management division of Broadway Bank. Hardaway provides guidance to Broadway Bank clients regarding estate planning and trust and estate administration. Prior to joining Broadway Bank in 2005, she served as the Staff Attorney for Bexar County Probate Court No. 1. She has a Bachelor of Arts in International Studies from Southwestern University in Georgetown. She earned a Doctor of Jurisprudence from Texas Tech University School of Law in Lubbock and was licensed to practice law in Texas in 1996. Hardaway is president of the board of directors of the ARC of San Antonio.

C_Bosquez-2013Cindy Bosquez has been promoted to Banking Center Manager at the Broadway Bank Potranco Village Banking Center. She joined Broadway Bank in 2008 as lead teller at the Culebra Banking Center. Bosquez has 15 years of banking experience and recently earned her Bachelor of Science in finance.

 

About Broadway Bank
Headquartered in San Antonio, Broadway Bank was founded in 1941. It has evolved from a small neighborhood bank into one of the largest independently owned banks in Texas. Today, Broadway Bank continues to function as a family-owned and operated financial institution. Broadway Bank offers a full range of sophisticated financial services, including personal banking, private banking, military banking, business banking and wealth management. With more than $2.9 billion in total assets, the highly rated Bank operates 39 locations in San Antonio, Austin and the surrounding areas. Visit the Broadway Bank website at broadwaybank.com for more information.

SSFCU Promotes Hartmann to AVP of Commercial Services

Security Services Federal Credit UnionSecurity Service Federal Credit Union (SSFCU) has promoted Marilyn Hartmann to assistant vice president of commercial services, responsible for overseeing SSFCU’s commercial loan production in all credit union markets, compliance, and training and mentoring of commercial loan officers. She was previously manager of commercial loan production.

MHartmannHartmann joined SSFCU in 2004 as a senior commercial loan officer. She has been named SSFCU employee of the month twice and has been instrumental in the success of the commercial services department.

She holds a bachelor’s degree in Latin American studies and Spanish with a minor in business from Central College in Pella, Iowa. A graduate of both the New Braunfels Chamber’s Leadership Program and the Seguin Chamber’s Leadership Program, Hartmann is an active committee volunteer for many non-profits, including CCIM, CREW San Antonio, National Association of Women Business Owners, North Chamber of Commerce and New Braunfels Chamber of Commerce and is a board member for Central Texas Association of Government Guaranteed Lenders.

About Security Service Federal Credit Union Security Service Federal Credit Union offers competitive, affordable financial products and services designed to meet the needs of its members. Headquartered in San Antonio, Texas, Security Service is an industry-leading financial institution with $7.9 billion in assets and 70 locations in Texas, Colorado and Utah. The credit union is among the top 10 credit unions in the nation. Security Service strives to be America’s best credit union and provides the true benefits of credit union membership with financial services of the highest quality and value. Learn more at www.ssfcu.org or call 1-800-52-SSFCU.

 

Broadway Bank announces new bankers and promotions

BroadwayBank_Logo_tagDavid Schreiber joined Broadway Bank as assistant vice president, portfolio manager in private banking. Schreiber brings more than ten years of banking experience as a commercial credit analyst and as a relationship manager. He has a Bachelor of Science in Business Administration in finance from Western New England College in Springfield, MA. Schreiber volunteers with the Special Olympics and has served as chairman of the United Way Committees.

 

John Wood has been named senior vice president, process improvement coordinator. Wood has been with Broadway Bank since October 2007, making process improvement a daily focus. Prior to coming to Broadway Bank, Wood worked as a Business Analyst for the Department of Family Protective Services in Austin and also served 21 years in the U.S. Navy. He earned a Bachelor of Science in computer information systems and a Master of Business Administration from Saint Leo University. Wood also is a certified Lean/Six Sigma Master Black Belt and a project management professional.

 

Kyle Gubernator has joined Broadway Bank as senior vice president, real estate department manager. Gubernator has more than 27 years in the Real Estate Industry and 17 years managing fiduciary held real estate and farm and ranch assets. Gubernator has a Bachelor of Business Administration from the University of Texas of the Permian Basin. He is a Texas certified general real estate appraiser and a licensed real estate broker, and serves as the committee chairman for the Texas Bankers Association’s Asset Management Task Force which develops and organizes educational events for trust and estate professionals.

 

Michelle Pair has been promoted to senior vice president, private banker IV. Pair joined Broadway Bank in September 2008 and has more than 18 years of banking experience. Prior to joining Broadway Bank, Pair worked in the financial industry as a private banker and a vice president in lending. She earned a Bachelor of Business Administration in marketing from The University of Texas at Austin.

 

About Broadway Bank

Headquartered in San Antonio, Broadway Bank was founded in 1941. It has evolved from a small neighborhood bank into one of the largest independently owned banks in Texas. Today, Broadway Bank continues to function as a family-owned and operated financial institution. Broadway Bank offers a full range of sophisticated financial services, including personal banking, private banking, military banking, business banking and wealth management. With more than $2.9 billion in total assets, the highly rated Bank operates 38 locations in San Antonio, Austin and the surrounding areas. Visit the Broadway Bank website at broadwaybank.com for more information.

BKD, LLP announces promotions

BKD logoJon McDowell, managing partner of BKD, LLP San Antonio office, announces the promotion of Stephanie Bostick and Shawn Loader to manager (tax), Cristina Baumgardner to senior consultant II (Forensics & Valuation Services) and Nathan Scheel to senior associate (audit) April 1, 2014.

Career paths at BKD are divided into levels, and each position is defined by its own set of duties, responsibilities and competencies requiring cumulative and advanced degrees of education, training and experience.  Personnel also must demonstrate their leadership abilities as coaches and mentors, as well as taking an active role in their community.  Individuals become candidates for promotion after successfully mastering their existing level.

Stephanie Bostick BKD_Jan 2012“These individuals have consistently proven their commitment to providing unmatched service to our clients and their commitment to our profession,” said McDowell. “I am proud to work with these talented individuals.”

Shawn Loader BKD_Jan 2012Bostick and Loader serve clients in an array of industries and personal wealth planning.  Bostick graduated from Texas Lutheran University with a Bachelor of Business Administration in Accounting in 2009.  Loader is a 2008 graduate of Trinity University with a Bachelor of Science and a Master of Science of Accounting.

Christina Baumgardner_2012Baumgardner provides fraud investigation, litigation support and data mining services in BKD’s Forensics & Valuations Services division.  She is a 2005 graduate of The University of Texas at San Antonio with a Master of Science in Finance after previously attaining a BBA in Accounting.

Nathan  Scheel_Jun 2012Scheel serves clients in the not-for-profit, manufacturing and distribution, construction, energy and financial services industries.  He graduated from Texas Lutheran University with a Bachelor of Business Administration in Accounting and Business Management in 2012.

 

About BKD
BKD, LLP is the top-tier U.S. CPA and advisory firm that delivers its experience and service with a deep understanding of your business, your needs and what it takes to improve your business performance.  BKD’s approximately 2,000 personnel, including approximately 250 partners, serve clients in 50 states and more than 40 countries.  To learn more, visit www.bkd.com.

Praxity, AISBL, a global alliance of independent firms, enhances BKD’s ability to serve the dynamic needs of multinational clients.  Praxity provides the gateway to tax, assurance and consulting services delivered by alliance firms committed to the highest standards required in international business.