Financial Services

Practice Leaders

Patricia Buckley

Colleen Neese

Clients include:

  • Advisor Group
  • America First Credit Union
  • AmericanWest Bank
  • ASCPA
  • Brown Armstrong Accountancy
  • CopperPoint Insurance
  • Desert Schools Federal Credit Union
  • Nationwide Mutual Insurance Company

Financial Services organizations:

  • Banks
  • Financial Services Providers
  • Insurance Companies
  • Third Party Administrators
  • Public Accounting Firms
  • Mortgage Services Providers

Financial Services positions include:

  • Senior Vice President, Operations
  • Chief Marketing Officer
  • Chief Lending Officer
  • Vice President, Strategic Planning & Competition/Annuity
  • Senior Operations Leader
  • Institutional Client Services
  • Director of Underwriting & Agency Services
  • Senior Relationship Manager
  • Relationship Manager
  • Collections Manager
  • Branch Sales Manager
  • Retail Banking Manager
  • Bank Manager, Financial Planning
  • Manger, Financial Analysis
  • Internet Marketing Leader
  • Small Business Banking Officer
  • Master Black Belt
  • Regional Manager, Endowments & Foundation
  • Financial Advisor
  • Lead Loan Closer
  • Auditors (at all levels)
  • Human Resource Manager/Director
  • Claims