Pub. 7 2019 Issue 2

www.uba.org 32  Bankers on the Move — continued from page 29 Tommy Le has been promoted to the role of Data Analytics Di- rector at WEX Bank. This new role will be focused on advanced data analysis and reporting and automation. Dan Simpson has been been promoted to Director of Continuous Improvement at WEX Bank. In this role Dan will be responsible for ensuring WEX Bank customers are delighted by their inter- actions and experience exceptional quality in all of their touch- points with the Bank. Brett Mortensen is being promoted to a Senior Manager over credit decisioning of new customers at WEX Bank. Zions Bank Neelam Chand has been named diversity and inclusion officer for Zions Bank, responsible for developing holistic diversity, equity and inclu- sion strategies and promoting cultural awareness throughout the company. Chand will provide workshops and trainings that enable best practices on issues of implicit bias, discrimination, work- place barriers and inclusive environments. Charles Balch and Kenny Miller have been appointed as region presidents for Zions Bank. Balch now directs branch operations across the bank’s Wasatch Back and Uintah Basin regions, while Miller oversees locations in Southern Utah, including Cedar City, Kanab and St. George. The Bankers Association for Finance and Trade (BAFT) announced April 30 that International Banking Regional Manager Mark Garfield will serve as the chair of the board of directors for the 2019-2020 association year. Garfield is the head of the Global Financial Institutions group at Zions Bancorporation and a long-serving member of the BAFT board. n C ongratulations to the seven bankers who completed the Credit Analyst Development Program. The Credit Analyst Development Program is a com- prehensive program that is designed to help lenders, personal bankers and retail managers develop basic analytical and specialized skills needed to effectively support the commercial or business lending functions in the bank. The program kicked off the first two days of classes in April. With the participants learning about “The role of a Credit Analysis Within the Bank” and “Accounting Basics/ Refreshers” from the talented Jeffery John- son, President, Bankers Insight Group. The next two classes took place in May, where they learned about, “Basic Personal and Business Tax Return” and “Employing Basic Financial Analysis Tools” from the knowl- edgeable John Barrickman, President, New Horizons Financial Group. The last session wrapped up the program in June where they learned about “Loan Structure, Documentation and Compliance” and “Basics of Commercial and Industrial Lending and Commercial Real Estate Lending” from the experienced David Osburn, Osburn and Associates. We would like to thank all the teachers and participants for another successful Credit Analyst Development Program. For those who were unable to participate this year we hope you will join us next year! n Graduates of the Credit Analyst Development Program L-R, Scott Downs, Landon Swenson, Josh Kirkham, Josh Harper, Lawlor Coe, Nick Nalder, Riley Fosmark