NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
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32 | BizWest | May 2021 www.bizwest.com Nicole Staudinger Kristen Bernhardt Lindsey Galindo Market President Executive Vice President Senior Vice President Congratulations to Nicole S., Kristen, Lindsey, Nicole W., and Ellen from Northern Colorado on being named BizWest's Notable Women in Banking! Nicole Walusis Ellen Daugherty Senior Vice President Treasury Management Senior Specialist efirstbank.com 1.800.964.3444 | Member FDIC
NOTABLE WOMEN NOTABLE WOMEN www.bizwest.com Banks & Credit Unions BizWest | May 2021 | 33 Banks & Credit Unions BizWest is proud to present the inaugural showcase of Notable Women in Banks & Credit Unions spotlighting accomplished professionals across the region. The leaders profiled in the following pages were nominated by their peers at work and in the community and showcase the diversity of talent in our market. The leadership shown by the individuals profiled here is setting an example to shape a better KRISTI KRISTEN POLLY future for our region. BENNINGSDORF BERNHARDT BUSTER METHODOLOGY: The honorees did not pay to be included. Their profiles were GREAT WESTERN BANK FIRSTBANK FIRST WESTERN TRUST drawn from nomination materials. This list features only individuals for whom PRIVATE BANKER EXECUTIVE VICE PRESIDENT SENIOR VICE PRESIDENT, nominations were submitted and accepted after a review by our editorial team. To RELATIONSHIP BANKER II qualify for the list, nominees must be Years in banking: 25 Years in banking: 15 employed at companies in the Boulder Valley and Northern Colorado, notable Years in banking: 13 executives are running businesses, College attended: Colorado State College attended: Colorado navigating company restructurings, University; Graduate of Banking/ State University; Graduate College attended: University arguing high-stakes legal cases, and finding efficiencies in manufacturing Pacific Coast Banking School at of Banking/Pacific Coast of Colorado processes. These notable individuals also mentor, teach and volunteer in their University of Washington Banking School at University communities. of Washington To nominate for future Notables, please visit Kristi Benningsdorf has brought a FirstBank’s Northern Colorado market Polly Buster has been a committed https://survey.alchemer.com/ renewed focus to the Private Banking consists of eight branches totaling $950 business person and resident of the s3/6237752/2021-BizWest-Notables- Boulder Valley community for more Nomination-Form line of business at Great Western Bank in million in loan balances and $1.3 billion in northern Colorado. She is very skilled at deposits. As an executive vice president at than 30 years. In that time, she has meeting with her clients and managing FirstBank, Kristen Bernhardt is tasked with served on the board of directors for the the inclusion of various other team providing leadership and oversight of a American Cancer Society — Boulder NOTABLE WOMEN members (such as Wealth Management, highly productive officer team in Northern Chapter (chair), Boulder Valley Hockey Banks & Credit Unions Trust Services, etc.) as needed to meet Colorado as well as meeting her own Association, the Mountain Shadows her clients needs. In addition to her individual production goals. Montessori School (still active), St. Vrain expertise in the Private Banking line of Bernhardt is highly skilled in Historical Society and Harvest of Hope business, Kristi has a great background commercial real estate lending and (incoming chair July, 2021). She is also KRISTI BENNINGSDORF 21 in commercial banking as well. Therefore, serves as FirstBank’s regional expert on the chair of the annual Women Who KRISTEN BERNHARDT 21 she is able to recognize opportunities affordable housing projects and is also the Light the Community event, hosted by POLLY BUSTER 21 to introduce a Business Banker to any company’s business development leader the Boulder Chamber of Commerce. TAMARA BYRD 23 of her clients as deemed necessary. for the Northern Colorado market. “Polly is very passionate about giving Kristi has served on numerous boards She has offered her time and financial back to the community that has given ALLISON CLOSSON 23 her so much; as such, she has also served within Larimer County, including the UC expertise to a wide-range of nonprofit ELLEN DAUGHERTY 23 Health Foundation Board, and will be organizations in Northern Colorado, on numerous committees, including the GENNIFER GARNER 25 their Board Chair commencing in June starting back in 2009. She has served as Women’s Foundation of Colorado, Friends GAIL GRANT 25 2021. She also served on the Fort Collins treasurer for Front Range Community of the Longmont Senior Center and YMCA Museum’s board for over 9 years. Kristi is College Foundation, the Disabled Resource of Boulder Valley,” said her nominator, DEBRA KELLY 25 Bonifacio Sandoval, Broomfield market a “roll up her sleeves” and get to work Services, and Go NoCo, and recently CHRISTINA KRAFT 27 for her clients Banker, and she is held in joined the board of Loveland Habitat president for the bank. LISA LEVEILLEE 27 the highest regard by both her clients for Humanity. In addition to serving on She graduated from the University of and fellow bankers. multiple nonprofit boards, she is engaged Colorado with a degree in economics and AMY LOVELL 27 in her local community and is a member has maintained a strong relationship with TERRI MICKELSEN 27 of the Affordable Housing Task Force CU Boulder. She is always looking for ways STEPHANIE MILLER 29 for the city of Loveland, and an active to give back by supporting and mentoring ELIZABETH MILLION 29 participant in Colorado Real Estate Women, students through the Leeds School of Urban Land Institute, Leadership Northern Business, and she has served on the Leeds NANCY PATTON 29 Colorado, and Leadership Loveland. School of Business Women’s Council. ANGELA PENLAND 29 Bernhardt earns the respect of her On the job, Buster has been a critical JULIE PIEPHO 31 peers through hard work, immense senior member of several banking LORNA REEVES 31 industry knowledge, and her expertise teams and is currently tasked with in lending, according to her nominator, helping develop a de novo office in ADNA ROMERO 31 Broomfield for First Western Trust. She Lindsey Galindo, senior vice president MARIETA SADE 31 with the bank. Bernhardt has an appetite has managed portfolios in excess of KARIS SCHNEIDER 33 and willingness to share her knowledge $100 million. Her style has always been JENNY SCHULTZ 33 with her team, in the hopes of inspiring one of collaboration, Sandoval said. She and developing future leaders within seeks to contribute to teams in a positive KAREN SORENSEN 33 manner and has a goal of making an FirstBank. NICOLE STAUDINGER 33 “Many successful officers in the impact in every relationship. FREYJA TROOP 35 company would point to Kristen as having “She is skilled at listening to a positive impact on their careers. She understand and speaking to be SUE WAGNER 35 is successful meeting the leadership understood. Her honesty makes her a GRETCHEN WAHL 35 challenges associated with her job trusted adviser, her guidance is sought NICOLE WALUSIS 35 and demonstrates dynamic leadership out and recognized as valuable to competencies required of an exceptional the companies, organizations and leader,” Galindo said. communities she serves,” Sandoval said.
34 | BizWest | May 2021 www.bizwest.com WE’RE HERE FOR THE ONES BEHIND EVERY L I T T L E D E TA I L At Bank of Colorado you can trust that our team members have the knowledge and experience to help our customers achieve their financial goals. We are excited to congratulate our 3 employees who have been nominated for BizWest’s Notable Women in Banking. Thank you for your continued contributions to your communities and the banking industry. We are proud to be the local community bank that supports these strong, influential women. C O N G R AT U L AT I O N S T O O U R N O TA B L E W O M E N I N B A N K I N G N O M I N E E S : CHRISTINA KRAFT KARIS SCHNEIDER SUE WAGNER TAMARA BYRD ESTES PARK FORT COLLINS FORT COLLINS LONGMONT
NOTABLE WOMEN NOTABLE WOMEN www.bizwest.com Banks & Credit Unions BizWest | May 2021 | 35 Banks & Credit Unions TAMARA ALLISON ELLEN DEBBIE BYRD CLOSSON DAUGHERTY DAVIS BANK OF COLORADO ADAMS BANK & TRUST FIRST BANK INDEPENDENT FINANCIAL BANK BRANCH PRESIDENT VICE PRESIDENT- TREASURY MANAGEMENT VICE PRESIDENT, FINANCIAL COMMERCIAL BANKING SENIOR SPECIALIST CENTER MANAGER Years in banking: 34 Years in banking: 27 Years in banking: 27 Years in banking: 31 College attended: Arizona State University “Tamara Byrd is a branch president Allison Closson knows that banking Two customers of First Bank give Debbie Davis has been in the financial for Bank of Colorado. Her education and is a very personal line of business built Ellen Daugherty credit for helping industry for more than 30 years. “She community involvement help make her a on trust between clients and bankers. their businesses grow. “I have been has been a leader and advocate for terrific leader for our bank as well as her She considers it her job to build these a customer of First Bank for a decade businesses in Northern Colorado for as community,” said Christian Bordewick, relationships, listening to clients and and have been working with Ellen long as I have known her,” according to market president for the bank and Byrd’s partnering with them on the path to through that time. Between my husband her nominator, Stacy Miller. nominator. turn their goals into realities. Throughout and myself we have three company Davis gives back with her personal “She has held many positions in her career, she has prioritized customer checking and savings accounts each, our time by being involved and volunteering the industry that make her a well- service and attention to detail. mortgage, and a line of credit on one for several organizations including the rounded president with knowledge and Closson’s commitment to her clients’ of our businesses. Ellen is consultative, Berthoud and Loveland chambers of expertise in many areas: internal audit, long-term success makes her a great fit. communicative, and incredibly diligent. commerce, Loveland Elk’s Club and most mortgage lending, loan growth, and her She is an advocate for her customers, Her knowledge of the banking notably the Commercial Real Estate for current role as branch president. Even often expressing the customer’s point industry has helped us grow our three Women of Northern Colorado group without loan income from the Paycheck of view as she works toward solutions. businesses,” said Heather Margolis of where she has been a board member Protection Program, she has helped grow She sees herself as a connector — Channel Maven Consulting. and lent her financial expertise to the the Longmont branch from $15.5 million consistently using her sphere of influence Margolis said that Daugherty helped group for many years. Davis was also a to $47 million in loans,” Bordewick said. to connect potential partners and make www.channelmavenconsulting.com, recipient of the Loveland Heart Award, Byrd is a board member of the Longs an impact on their businesses. She is www.gooddaychocolate.com, and which is awarded to an individual who Peak Council of the Boy Scouts of passionate about her customers and her www.sparkyourchannel.com grow into gives time, expertise and support to the America and also of the Longs Peak job. multi-million dollar businesses. Margolis community and demonstrates leadership Hospital Foundation. She serves on the Closson brings the same degree of said that Daugherty is professional, and community pride without receiving finance investment and audit committees dedication to serving the community. She knowledgeable of banking, and has monetary or professional rewards. at the bank. is involved in supporting her children’s compassion and a personality that make Most recently, she helped handle the “[Tamara] is also well-rounded in sporting events and education and serves it easy to work with her. transition of the merger of Guaranty her personal life, and it is evident that on the board of directors for Longmont “It seems odd to say that your bank Bank & Trust to Independent Financial she strives to learn new things and Economic Development Partnership. has ‘seen you through some hard times’ bank across the region before and during overcome obstacles. She has traveled She earned Adams Bank & Trust’s 2020 but when, as a couple, you’re running the pandemic. internationally, pushes herself physically Individual Sales Excellence Growth three businesses, have two children She is a consummate professional through exercise on her spin bike, enjoys Award in recognition of her outstanding under 5 years old, and are moving homes who leads with patience and kindness. “I baking, and even remodeled her and her performance supporting local businesses inside Boulder, moving elderly parents to highly recommend Debbie for this award; husband’s 1,200 square foot home. We with commercial lending solutions. Boulder and going through a pandemic she is truly over due to be recognized in are grateful to work alongside Tamara In 2020, she more than doubled the while keeping all of your employees, this industry.” Miller said. and have her on our team.” amount of business loan funding that she we’ve been through a lot with First Bank, was able to provide to her community and Ellen has been there for us every while handling the largest number of PPP step of the way,” she said. loans of any lender in our bank system.
36 | BizWest | May 2021 www.bizwest.com NOTABLE WOMEN IN BANKING Congratulations Congratulations to two of our very own Adams Bank & Trust team members and to all of the BizWest nominees for Notable Women in Banking and Credit Unions. Thank you for your dedication and commitment to the financial success of the communities you serve. ALLISON CLOSSON JULIE PIEPHO vice president - commercial banking president - consumer banking Longmont, CO Fort Collins, CO Adams Bank & Trust is a family owned and operated community bank founded in 1916. With 20 branches serving Nebraska, Kansas, and Colorado, we provide complete financial solutions for individuals and businesses. NMLS #469371 PERSONAL MORTGAGE TRUST BUSINESS Congratulations Our people are our Adna Romero greatest asset. Proud to celebrate Ent’s own Gennifer Garner! ANB is proud to have Adna Romero as a leader in our bank and excited Thank you, Gennifer, for your for the recognition of the difference tireless work and energy in she has made in the communities helping to introduce Colorado’s where we live and serve. largest credit union to Northern Colorado. Congratulations Adna on Our teams in Fort Collins and your recognition as a Timnath continue to exemplify Notable Woman in Ent’s commitment to our Banking and members and communities Credit Unions! through superior service, philanthropy and volunteerism. Call or stop by our With more centers opening Loveland Banking Center soon along the entire Front Adna Romero VP, Commercial Lending today and meet Adna! Range, we know you are just NMLS 569553 Gennifer Garner, Service Area Manager getting started. Learn more about 808 W. Eisenhower Boulevard becoming a member 970•744•2330 | anbbank.com today at Ent.com NMLS 457261 Ent is an Equal Opportunity Employer | Minorities | Females | Disabled | Veterans | (970) 423-0727 | 800-525-9623
NOTABLE WOMEN NOTABLE WOMEN www.bizwest.com Banks & Credit Unions BizWest | May 2021 | 37 Banks & Credit Unions LINDSEY GENNIFER GAIL DEBRA GALINDO GARNER GRANT KELLY FIRST BANK ENT CREDIT UNION GREAT WESTERN BANK INDEPENDENT BANK SENIOR VICE PRESIDENT SERVICE AREA MANAGER REGIONAL PRESIDENT - VICE PRESIDENT - FINANCIAL - NORTHERN COLORADO & COLORADO & ARIZONA CENTER MANAGER Years in banking: 15 DENVER Years in banking: 35 Years in banking: 30 College attended: University Years in banking: 12 of Northern Colorado College attended: Colorado State University; Graduate School of Banking at Colorado Lindsey Galindo has worked at When Colorado’s largest credit union, Gail Grant uses her knowledge to Debra Kelly has been a rock solid FirstBank for 15 years and serves as the Ent Credit Union, made the decision to direct the banking operations for Great leader in banking in downtown Fort area manager for the bank’s two Greeley expand from its Colorado Springs base, it Western Bank in Arizona and Colorado. Collins for more than 35 years. She is branches, which have combined assets of knew there would be some heavy-lifting “Gail is very knowledgeable in many one of the most well-connected and $160 million. when it came to hiring, training and types of lending, including C&I, A&D, inspirational leaders in her industry, In addition to providing mentorship, retaining a frontline staff that embodied CRE and even Ag. As a member of GWB’s according to her nominator, Debbie career development, training of the service mantra that Ent routinely executive team she is involved in the Davis. junior officers, customer development espouses — “For People, Not Profit” — direction of GWB,” according to her Kelly’s passion and dedication to strategies, working through loan in a geographic area where Ent had little nominator, Bryan Guest, group president clients financial success is notable. She transactions with her team of four name recognition. Add in a pandemic, for Great Western. develops the people who work for her officers, she is also responsible for and you’ve got the recipe for a challenge Arizona and Colorado have a wide and cares about each and every one of personal loan production goals in of significant proportions. range of banking opportunities, Guest them. amounts over $25 million per year. She is Enter Gennifer Garner. With a dozen said, and “Gail is extremely supportive Over the past year, she has worked responsible for consumer and commercial years of living and breathing the Ent and helpful to her staff in both states. tirelessly on facilitating numerous lending including commercial real estate brand, Garner was tapped to build a Many of these markets and industries PPP loans, and she strives to enhance loans, development loans, construction NoCo team in short order that could be have been negatively affected by economic health and vitality in Northern and C&I financing. ready to serve members as quickly as COVID-19 and therefore she has Colorado for the area’s small business Galindo is well versed in all aspects the credit union was able to open three worked tirelessly to ensure the safety of community. of commercial lending, according to her Fort Collins area service centers. Garner GWB staffers as well as work on loan Kelly has been involved in many nominator, Nicole Walusis, another senior was recently recognized nationally by the structures (to include PPP loans) to assist nonprofit organizations in the Fort vice president with the bank. Credit Union National Association as a the many customers of GWB who fight Collins community as well. She is serving Galindo enjoys involvement in her 2020 Rock Star for her tireless dedication every day to keep moving forward.” on the Fort Collins Area Chamber of home community. She is involved in to mentoring and developing young “Gail empowers her employees, which Commerce Board of Directors. Outside of providing presentations on careers in the professionals. is greatly appreciated, and is extremely the chamber, Kelly has been involved in banking industry to UNC students, and In addition, Garner helped start the supportive of all staff. During the past nonprofits that have benefited from her volunteering with Habitat for Humanity 130-member young professionals group 12 months, the bank has had numerous expertise and commitment through the and the Weld Food Bank. within the walls of Ent and took it a working conditions (working from home, pandemic. She is a graduate of Leadership Weld step further by serving on the board safer at home, lobbies locked, etc.), She is one who could be relied upon County and a graduate of the Graduate of directors for Colorado Young Credit and she has provided strong leadership to rise to the occasion and help out at a School of Banking at Colorado. “Lindsey Union Professionals. during this time,” Guest wrote in his moments notice to assist local business is highly regarded in the banking Philanthropy is important to Ent and nomination. owners during the pandemic. industry and leads with exemplary Garner, as she proved by championing qualities including her ability to build support in Northern Colorado for the long-term relationships with clients United Way of Larimer County’s “Invisible and her co-workers, her commitment Superhero” fundraising initiative during to the community, and her knowledge the early days of the pandemic, helping and problem solving skills. She is highly to enlist Ent as the presenting sponsor. regarded and respected not only within Later in 2020, Garner and her Northern Weld County and Northern Colorado Colorado colleagues teamed up with but also within FirstBank by her peers,” UWLC again to establish a $50,000 Walusis said. matching donation program for those affected by the Colorado wildfires last fall. With two more Ent service centers slated for Larimer County this year, Garner will continue to put in the energy, and miles on her Subaru, to make sure the credit union’s mission to serve its members, employees and communities, is a successful one.
38 | BizWest | May 2021 www.bizwest.com CONGRATS TO DEBBIE DAVIS AND DEBRA KELLY Notable Women in Banking and Credit Unions Honoring women from the Boulder Valley or Northern Colorado DUHDZKRKDYHPDGHDVLJQLƓFDQWLPSDFWZLWKLQWKHFRPPXQLW\ (YHU\GD\ZHLQYHVWLQFRPPXQLWLHVDQGVKDUHRXUSDVVLRQIRUD EULJKWHUIXWXUH ,QGHSHQGHQW)LQDQFLDOZDVIRXQGHGRQWKHEHOLHIWKDWZHKDYHD GHHSUHVSRQVLELOLW\WRVROYHSUREOHPVDQGEXLOGVWURQJKHDOWK\ FRPPXQLWLHV2XUVWUHQJWKOLHVZLWKRXUHPSOR\HHVZKRVKDUHD JHQXLQHGHVLUHWRKHOSORFDOEXVLQHVVHVDQGIDPLOLHVWKULYH DEBBIE DAVIS DEBRA KELLY Financial Center Manager, VP Financial Center Manager, VP NMLS# 510312 NMLS# 410878 Debbie.Davis@ibtx.com Debra.Kelly@ibtx.com 970.532.8101 970.622.7181 807 Mountain Ave. | Berthoud, CO 303 E. Mountain Ave. | Fort Collins, CO Visit LƓQDQFLDOFRPIRUORFDWLRQVLQ&RORUDGRDQG7H[DV NMLS#411428 | | Independent Bank, doing business as Independent Financial
NOTABLE WOMEN BizWest | May 2021 39 www.bizwest.com NOTABLE WOMEN Banks & Credit Unions | Banks & Credit Unions CHRISTINA LISA AMY TERRI KRAFT LEVEILLEE LOVELL MICKELSEN BANK OF COLORADO - FIRST NATIONAL BANK FMS BANK CLEAN ENERGY CREDIT UNION ESTES PARK SENIOR ADVISOR CHIEF FINANCIAL OFFICER CEO BANK PRESIDENT COMMUNITY BANKING Years in banking: 30 Years in banking: 27 Years in banking: 17 Years in banking: 10 College attended: Colorado College attended: The College attended: University College attended: University State University College of Santa Fe of Colorado Leeds School of of Rhode Island Business Christina Kraft has been in the banking Lisa Leveillee has made her mark in Amy Lovell has tackled the difficulties In 1994, as a Hispanic woman living in industry for 17 years, starting her career banking and with the manufacturing and pivots required in the banking New Mexico, Terri Mickelsen started her in 2004 and joining Bank of Colorado in community of Northern Colorado. industry through the pandemic with credit union career as a teller. While working 2013. Christine Juker, marketing professional ease and great success. full time, she raised a family, put herself In 2019, she was a Top SBA 504 manager from the Northern Colorado During this time, she has managed through college, and worked her way up Partner Lender for Colorado Lending Manufacturing Sector Partnership, liquidity crunches, liquidity surpluses, to become chief operating officer of a $1.3 Source. Kraft had a significant impact nominated Leveillee, who Juker said regulatory exams, accounting changes, billion credit union. Later, in 2017, Mickelsen on the Estes Park community in the aid made a difference in the manufacturing and maintained a level of profit that helped Clean Energy Credit Union obtain she provided during the floods of 2013, sector of the region. continues to position the bank for a one of only two federal charters that were but especially during the COVID-19 “The NoCo Manufacturing Partnership successful future. granted that year, thereby becoming the first pandemic, loaning more than $29 million has had Lisa’s expertise on the NOCOM She is able to take complex ideas and Colorado-based credit union to receive a to Estes Park businesses. Manufacturing Trade Show Committee explain them in a thoughtful manner federal charter in more than 31 years. She is involved in making the for more than four years. The committee that allows senior management and the “Because start-up credit unions are so community a better place through her had the tall task of pivoting an in- board of directors to make decisions for rare, it’s difficult to find people who have active role with the Estes Park Economic person trade show to a virtual show in the bank’s future. While many CFOs just experience starting, leading, and growing Development Corp. (vice chair of the just four weeks time. As a committee regurgitate numbers, Lovell is able to them,” said Blake Jones, the volunteer board), Estes Valley Investment in member, she provided support on apply changes and results into actionable chairman of the financial institution’s board. Childhood Success (treasurer of the marketing, networking, registration, and items for the bank to execute. She is a “When our board of directors hired Terri, board), and Rocky Mountain Conservancy manufacturing exhibitor training,” Juker true asset to the bank and is considered neither we nor she knew for certain whether (board treasurer and executive said. “Lisa brought funding opportunities a pillar of strength for FMS Bank. she’d be able to ‘change gears; from being committee member). to our nonprofit organization, which was With her leadership and expertise, COO of a $1.3 billion credit union with a Kraft’s leadership abilities show in vital to execute the high school summer FMS Bank will be able to position itself large team of support staff to being the sole her community roles. She has the ability internship program that is hosted as a leader in Northern Colorado and first employee of a rare startup credit union to see the big picture and has a very by NoCo Manufacturing Partnership. community banks across the nation. that had an unprecedented and exclusive high capacity to balance life with a Her leadership in raising awareness focus on clean energy lending.” young family, being the branch president of the benefits of the organization In Clean Energy Credit Union’s first of Bank of Colorado, and all of her to manufacturers in the community three years of operations, Mickelsen has community involvement. has made a positive impact on the successfully led its growth from the pre- organization’s mission. charter phase, without a single dollar in “Lisa has made an impact on deposits, and with strict regulatory oversight the CareerRise Summer Internship every step of the way (due to being both Program (funding), NOCOM Trade a “de novo” credit union and for having Show (fundraising, marketing, speaker unique focus on clean energy lending) recommendations, phone calls and to turning the corner to profitability (two emails, and event day volunteering), years earlier than projected), Jones said. and membership recruitment (referring The credit union has now grown to more any manufacturers to the free than 20 employees and has made more organization). Lisa is reliable, passionate than 4,000 clean-energy loans throughout and a respected leader in the Northern the country, totaling more than $55 million, Colorado Manufacturing Partnership. She without a single delinquency or default, understands the organization’s mission Jones said. “Terri Mickelsen is the best CEO and supports members with altruism we ever could have hoped to find for leading while interacting with manufacturers.” Clean Energy Credit Union, and she’s only Leveillee also volunteers with other just getting started as Clean Energy CU organizations, including the Larimer helps disrupt the retail banking sector and Small Business Development Center, transition it to adopt clean energy lending to Loveland Chamber of Commerce, meet the financing needs of one of the most Loveland Business Development Center important and fastest growing markets of and the Loveland Downtown Partnership. the 21st century,” Jones said.
40 | BizWest | May 2021 www.bizwest.com Notables in Boulder Valley and Northern Colorado BizWest’s roundup of leaders making a difference throughout our region. Nominate at: events.bizwest.com/notables June 2021— Recognizing women who set legal precedents, winning NOTABLE WOMEN big cases for their clients, and mentoring the next wave of women in law – LAW all while finding ways to give back to their communities. Nomination Deadline: May 7, 2021 July 2021— Profiling accomplished individuals in the fields of NOTABLE LEADERS construction, commercial/industrial design, architecture, and engineering. Architecture, Engineering, Construction Nomination Deadline: June 4, 2021 August 2021— Honoring a woman involved in tax preparation, NOTABLE WOMEN financial statements, financial planning, forensic accounting, internal auditing, ACCOUNTING and income tax, helping their clients and employers thrive. Nomination Deadline: July 2, 2021 September 2021— The executives on this list are shaping their own NOTABLE LEADERS organizations as well as the path forward for youth in the industry. They MANUFACTURING are the backbone of the American economy. Nomination Deadline: August 6, 2021 October 2021— Recognizing Women in Healthcare who are leading NOTABLE WOMEN their teams through the COVID-19 crisis. HEALTH CARE Nomination Deadline: September 3, 2021 November 2021— Outstanding women who recruit, attract, retain, NOTABLE WOMEN and engage employees, and help manage the rapid change every business HUMAN RESOURCES must navigate today. Nomination Deadline: October 8, 2021 December 2021— These women help individuals and companies NOTABLE WOMEN procure insurance for themselves, their homes, their businesses. INSURANCE Nomination Deadline: November 5, 2021 January 2022— This category recognizes leaders from a wide range NOTABLE LEADERS of sectors who have demonstrated the power to advance their industries, MINORITIES workplace equality and civic engagement in our region. Nomination Deadline: December 3, 2021 BizWest Place your advertising message in BizWest For more information, contact Sandy Powell: to align your company with your industry or 970-218-0538 – spowell@bizwest.com congratulate a Notable winner.
NOTABLE WOMEN BizWest | May 2021 41 www.bizwest.com NOTABLE WOMEN Banks & Credit Unions | Banks & Credit Unions STEPHANIE ELIZABETH NANCY ANGELA MILLER MILLION PATTON PENLAND INBANK ELEVATIONS CREDIT UNION CANVAS CREDIT UNION FIRST NATIONAL BANK OF OMAHA VICE PRESIDENT, PRIVATE SENIOR VICE PRESIDENT FINANCIAL EDUCATOR BANKER MORTGAGE SALES AND COMMUNITY BRANCH MANAGER COLLABORATOR Years in banking: 18 Years in banking: 25 Years in banking: 20 Years in banking: 20 College attended: University of Colorado-Boulder College attended: Colorado State University “If you were looking for the definition Elevations calls Elizabeth Million The Larimer County Workforce Angela Penland is the branch manager of community banking, you would find “original and ambitious, constantly seeking Development Board nominated Nancy of one of FNBO’s largest locations. She Stephanie Miller’s photo. Stephanie opportunity in individuals and situations. Patton for the Notables award. “Nancy is passionate about developing people continuously shows that community is Her inspirational ideas, sharp intellect and Patton has been a leader on the Larimer on her team and is leaned upon to help at the very heart of banking,” according objective thinking during COVID was and County Economic and Workforce develop peer managers as well. to Barbara Pennell Jaynes, founder of is a wonderful asset to our credit union, as Development Board for more than 10 Penland advocates for her customers Positively-Funded and Miller’s nominator. we, Elevations Mortgage, had our best year years,” Jacob Castillo, Larimer County and employees endlessly. She works with Miller has coordinated and hosted in Elevations history.” economic development director, said in the bank’s senior management team numerous area events to bring the In 2020, Elevations Mortgage wrote the nomination on behalf of the board. on many special projects to ensure a neighborhood, nonprofits, and small $3 billion in mortgages, doubling its 2019 Patton currently serves on the executive positive customer and employee impact. businesses together. These include a numbers. Those loans helped 8,084 people committee and as WDB treasurer. She also is an important partner when community carnival, small business expo, or families finance homes in 2020. “Nancy’s leadership has been working with other departments of the nonprofit expo, and blood drives. And, “Her team is recognized as the No. 1 instrumental in the development of bank, to include the wealth management she’s partnered with local organizations credit union mortgage lender in Colorado, initiatives that improve the financial customers. such as A Precious Child to promote toy the No 1. mortgage lender in Boulder health of people and communities in Penland has a unique leadership style drives and school supply donations at the County, and a top three mortgage lender Northern Colorado. Nancy is a natural and often works to find solutions to bank to help those less fortunate in the in Broomfield and Larimer counties,” collaborator whose ability to find issues at the same time she develops area. community manager Ashley Reed said. connections and build relationships have employees. She has a way of getting “When COVID-19 changed the way Million joined as a mortgage loan officer allowed her to realize success in bridging employees to identify their strengths we could gather, it didn’t stop Stephanie in 2011, was promoted to vice president of the gap between local government, and weaknesses without actually asking from leveraging her professional skills mortgage lending in 2012 and promoted the business community and other them. Her listening skills are incredible, and connections to support the public. again to senior vice president of mortgage community services. Nancy brings energy, according to the nomination for this As the president of the Superior Chamber sales in 2020. She’s grown her department reliability, vision and financial acumen award, which is part of how she can get of Commerce, Stephanie challenged from eight employees to more than 80, gained from her decades of experience in employees to realize things on their own. the chamber to serve its members in with 65% of them recognized nationally as the financial sector.” She often will “vote no with a better need and the residents of southeast 2020 Top Originators by Scotsman Guide. In Patton’s own words: “Collaboration, answer” when she identifies a process Boulder County. Under Stephanie’s “She led the first CARES Act forbearance connection, relationship, education, and that isn’t working. leadership and with the dedication training for Elevations’ mortgage staff and community are some of the amazing Penland is passionate about the of executive director T.J. Sullivan, the personally called members in the evenings aspects of my daily work in credit unions community and has volunteered for many Superior Chamber has been instrumental who needed mortgage support. Even and financial education. It is such an organizations, some of which include in keeping the community connected more, Elizabeth hosted two online town honor to work together with individuals the Larimer Humane Society, Crossroads to resources, providing support to both halls for hundreds of Colorado Realtors and organizations focused on pulling Safehouse and Book Trust. In her free frontline workers and local restaurants, to share information on how to support together ideas, resources, and talents. time, Penland has authored several and encouraging residents to shop locally homebuyers during the pandemic. Also in [That] always creates better results than published short stories and will have her instead of online. 2020, Elizabeth and her team participated trying to operate in competitive silos!” first novella published in 2021. Miller also worked the Small Business in a rigorous examination process that Administration’s PPP program to help helped Elevations achieve a second local businesses keep employees on the Malcolm Baldrige National Quality Award, payroll. “She was a trusted resource the highest U.S. presidential recognition for clients and made herself available for performance excellence. Her team’s round-the-clock to answer questions mortgage processes and results were one and understand their concerns. Just of several key areas that helped Elevations like her approach to giving back to achieve this honor,” said Jennifer Ramirez, the community and her leadership of chief experience officer for Elevations. the chamber, Stephanie approaches She is certified through the Department her customers’ needs with openness, of Regulatory Agencies to teach continuing empathy, and a genuine desire to help,” education classes to Realtors, and she Pennell Jaynes said. serves on Realtor boards around the region.
42 | BizWest | May 2021 www.bizwest.com PROUDLY SUPPORTING WOMEN IN BANKING. CONGRATULATIONS We are proud to honor our outstanding employees for their recognition as one of BizWest's 2021 Notable Women in Banking. Gretchen Angie Karen Lisa Wahl Penland Sorensen Leveillee Sr. Director, Branch Director, Sr. Advisor, Community Manager Branch Community Banking Banking Banking s tephani e miller Member FDIC 2021 NOTABLE WOMEN IN BANKING Thank You to our dedicated staff ! Their commitment to: • Following the ever-changing guidance and policies • Wearing PPE each and every day • Testing, testing, testing, and oh yes, more testing • Taking the mandated vaccine as we believe this is the only way out of this pandemic We are on our way, always ready to care for older adults through our facilities and services. We want to thank Walgreens and UCHealth for vaccinating our ơ Ȃ ǡǡskilled nursing! ColumbineHealth.com
NOTABLE WOMEN NOTABLE WOMEN www.bizwest.com Banks & Credit Unions BizWest | May 2021 | 43 Banks & Credit Unions JULIE LORNA ADNA MARIETA PIEPHO REEVES ROMERO SADE ADAMS BANK & TRUST GREAT WESTERN BANK ANB BANK BOK FINANCIAL PRESIDENT - CONSUMER PRIVATE BANKER VICE PRESIDENT VICE PRESIDENT BANKING RELATIONSHIP MANAGER, Years in banking: 30 Years in banking: 20 COMMERCIAL BANKING Years in banking: 44 College attended: College attended: California Years in banking: 20 College attended: University MetroTech; Graduate School State University of Wyoming of Banking at Madison, Wisconsin Julie Piepho has been in an executive Prior to joining Great Western Bank, Adna Romero is an “accidental “Marieta Sade is without question leadership role at Adams Bank & Trust, a Lorna Reeves ran private banking for banker” who grew a part-time job into a the most professional and tireless family-owned and operated community multiple community banks within the lifetime career when she fell in love with advocate we have had the pleasure of bank, for the past 12 months, serving Northern Colorado market for more than the banking industry 20 years ago. working with in our commercial banking as president of consumer banking. She 30 years. Since joining GWB’s private Romero takes pride in providing relationships — ever,” said Maria worked in a consultant capacity for banking team with Kristi Benningsdorf, financial advice to small business owners Uspenski, the CEO of The Tea Spot, a several years before joining the bank. she has brought a new focus and a lot of and low income borrowers working to client of the bank. “Anyone who has been around Julie will energy to the private banking line at GWB. achieve home ownership. She embodies “She works on our behalf as diligently immediately recognize the passion and Reeves has generated a significant ANB’s belief that people matter. She and energetically as any vested commitment she brings to the industry. amount of new business in the past seeks to build true relationships with employee at The Tea Spot. There are Her dedication to cultivating relationships, 12 months, bringing clients who are her clients, regardless of their financial many opportunities that our business community involvement, and employee overjoyed that she is back in banking and position. would not have had the chance to pursue engagement is unmatched and has made available to be their banker. As a generalist lender, Romero is a without the intelligent counsel and her a perfect fit with the culture of our She serves on the board of the trusted adviser for all of her customers’ assistance of BOK Financial, including a organization,” bank marketing director United Way of Larimer County, having lending needs. She is a resource for revolving line of credit that allows us to Lana Shaw said in nominating her. volunteered on other committees for more first-time home buyers with a mortgage carry large customers on terms and an Piepho’s leadership — built on than five years. In addition, she serves need or mobile home owners looking to SBA loan, which allowed us to develop coaching and a commitment to on the board of the Northern Colorado refinance out of a high interest rate. new product technology,” Uspenski said. connecting personally with her team Community Foundation as well as the Romero is a small business lender. “When the Payment Protection — has taken the bank’s mortgage Habitat for Humanity selection committee She guides clients through the SBA 504 Program was announced last Spring, team to new levels. In nine months, her board. Reeves is dedicated to the private loan process when they are looking to Marieta worked through Easter weekend department increased its volume by 49% banking industry and works seamlessly build or expand their businesses. She to ensure her customers were submitted while expanding positions in sales and with GWB’s wealth management and is a business adviser, guiding business in the first wave of applications. Marieta operations, bringing strategic alignment trust lines of business, always with the owners through budgeting and how Sade is that rare champion outside our to increase efficiency and develop career intention of doing what is in the best to improve monthly cash flow with company who is directly responsible for succession paths. interest of the client. operating lines of credit. making us a more successful business. She was awarded the bank’s 2020 She works hard to meaningfully She gives her all for her clients, and is Sting Award, which is presented to the impact the lives of those she assists. She effective — which is why I feel she is AB&T team member who best competes is a leader in bringing the value of the entirely deserving of this nomination.” in their field and grows their department. community banking model to Loveland She serves on multiple internal and the larger Larimer county. committees, assisting the strategic In 2021, Romero continues to work to direction of the bank and the day-to-day help business owners impacted by the safety and soundness. pandemic with PPP loan originations In the community, Piepho is treasurer as well as the PPP forgiveness process. of Animal Friends Alliance and co-chair of ANB’s personal approach with these its $2.6 million capital campaign. She is business borrowers means that Romero vice chairman of the Colorado Mortgage personally guides each customer through Lenders Association Board of Governors the process, reviews their documentation, and participates on its advocacy and completes the submission to the SBA committee. She is the secretary of the portal. Certified Mortgage Bankers Society and Romero is also committed to giving is on the board of the Everitt Real Estate back. She serves on the Family Selection Center at Colorado State University. Committee of Loveland Habitat for “Julie’s dedication to developing the Humanity and is a long-term Rotarian. next generation of banking professionals, She represents ANB Bank at the and coaching them toward their own Loveland Chamber of Commerce and success, is perhaps the most noteworthy has led donation drives for the House of of all,” Shaw said. Neighborly Service.
44 | BizWest | May 2021 www.bizwest.com CONGRATULATIONS! BBB TORCH AWARDS FOR ETHICS WINNERS Congratulations to the 2021 BBB Torch Awards for Ethics winners who were honored during a virtual event on April 22. Thank you to all who attended! Our award winners are recognized for implementing and following ethical leadership principles within their organization and with their customers. They also better our communities by committing to give back to the community that supports them. 2021 BBB TORCH AWARDS FOR ETHICS WINNERS The course is calling. Lake Valley Golf Club May 26, 2021 • 7:30 a.m. - 2 p.m. Space is limited! Book your round today at BOULDERCHAMBER.COM/GOLF2021 Presented by
NOTABLE WOMEN NOTABLE WOMEN www.bizwest.com Banks & Credit Unions BizWest | May 2021 | 45 Banks & Credit Unions KARIS JENNY KAREN NICOLE SCHNEIDER SCHULTZ SORENSEN STAUDINGER BANK OF COLORADO GREAT WESTERN BANK FIRST NATIONAL BANK OF FIRSTBANK OMAHA BRANCH MANAGER REGIONAL CREDIT NORTHERN COLORADO MANAGER DIRECTOR BRANCH PRESIDENT Years in banking: 16 BANKING Years in banking: 20 Years in banking: 24 College attended: Front Years in banking: 36 Range Community College College attended: Colorado State University Karis Schneider, nominated by the “Jenny [Schultz] has to have more Karen Sorenson, director of branch “Nicole [Staudinger] is a dynamic United Way of Larimer County, made a than 24 hours to her day, because the banking for FNBO, has been instrumental leader who encourages excellence in all big impact in her role with the nonprofit amount of work she produces would take in the success that the bank has those around her. Nicole has challenged as a representative of Bank of Colorado. me more than 24 hours. I have never experienced in Colorado retail banking, the status quo and encouraged She is the campaign coordinator for the met a more efficient worker than Jenny,” said her nominator, Gretchen Wahl, excellence in every organization she United Way campaign. In her first year as according to her nominator, Bryan Guest, community manager for the bank. has touched,” said her nominator, Ann coordinator, Bank of Colorado doubled its group president for Great Western Bank. “Sorenson has worked tirelessly over Hutchison, CEO of the Fort Collins Area donations and raised more than $17,000 Schultz is responsible for the bank’s the past year, during the pandemic, Chamber of Commerce. for victims of the Larimer county fires. Colorado and Arizona markets and is to make sure our branch system was “We often see business leaders Schneider has been heavily involved CO and AZ markets appreciated by all working for our customers despite having ‘bulldoze’ their way to solutions — with the nonprofit piece of the banking of her co-workers, Guest said. She has to be closed to in person meetings. but that is not Nicole. Her courage business for years. She encourages others held multiple positions within the bank, She implemented new procedures and to ask hard questions, willingness to to give their time, talent, and treasure and including loan assistant, lender, business processes to make sure we had all demonstrate excellence and invitation does much of this on her own time, and banking manager, market president and the capabilities in a remote working to others to be a part of a solution with a smile. now credit manager. condition as we would if you came into have been key to her ability to make a “In the two years I have known When she was a loan officer, she the bank in person,” Wahl said. difference. Karis, she has always encouraged her handled some of the area’s complicated FNBO has 24 branches in Colorado “Nicole has embraced new ways of co-workers to get involved. I nominated credit arrangements and has experiences and each community needed to be doing things to move organizations her as the coordinator last year because ranging from USDA, SBA, A&D, and C&I monitored based on current levels of forward while encouraging personal of the hard work and leadership skills loan structures. Currently, she manages risk. While some branches were open investment and dedication by all those she showed as a contributor. She has credit departments in multiple states. This others were not. Managing the different around her. She has provided leadership a passion for giving, which is rare in requires her to be knowledgeable of the delivery methods was a challenge, Wahl to key organizations that are better today this world and never asks for anything current economic conditions of a vast said. Sorenson has led retail banking for than they were before Nicole led them. in return. Her actions have helped geographic area. FNBO for years, and the bank has grown She shares her vision and energy without hundreds of Larimer County residents,” Guest said she is extremely intelligent, market share under her leadership. hesitation while encouraging others to said nominator Brad Turner, corporate has extensive industry experience, and She is involved in the ways the bank be a part of the solution. Nicole’s grace, engagement manager for the United Way. as the bank’s regional credit manager gives back to the communities through confidence and hard work have made always tries to come up with a structure its Impact Fund, sponsorships and our community better. Nicole brings that will work for both Great Western donations. a sense of joy to every conversation,” Bank and the customer. Hutchison said.
46 | BizWest | May 2021 www.bizwest.com Congratulations Freyja Troop! In her role as assistant vice president of Alpine Bank Boulder, Freyja is recognized as a leader in banking in Colorado. A native of Australia, she's now a key member of the Boulder banking community. When Freyja isn’t helping bank customers, she’s likely spending time with her family or volunteering with nonprofits like Harvest of Hope and Growing Gardens. INDEPENDENCE • COMMUNITY • COMPASSION • INTEGRITY • LOYALTY ALPINEBANK.COM • MEMBER FDIC Y O U S P E A K B U S I N E S S. W E S P E A K B A N K I N G. Surely we can find some common ground. Banking is about engaging in the conversations necessary to build, strengthen, and accomplish financial goals. That’s the language we speak at Vectra. We’re here to listen. We’re here to help your business succeed, and with branches in Boulder and Longmont, we’re local. Contact us today to learn more about the resources and relationships that can help you and your organization grow. vectrabank.com Big Enough To Count / Small Enough To Care 866-4VECTRA A division of Zions Bancorporation, N.A. Member FDIC
NOTABLE WOMEN www.bizwest.com NOTABLE WOMEN Banks & Credit Unions BizWest | May 2021 | 47 Banks & Credit Unions FREYJA SUE GRETCHEN NICOLE TROOP WAGNER WAHL WALUSIS ALPINE BANK BANK OF COLORADO FIRST NATIONAL BANK OF FIRSTBANK OMAHA ASSISTANT VICE PRESIDENT SENIOR VICE PRESIDENT SENIOR VICE PRESIDENT COMMUNITY MANAGER Years in banking: 22 Years in banking: 20 Years in banking: 17 Years in banking: 25 College attended: Tasmania College attended: University TAFE management College attended: Penn of Colorado-Denver; Masters State University; Stonier University of Colorado- Graduate School of Banking Denver Freyja Troop works with all Alpine Bank “Sue Wagner is one of the most Gretchen Wahl is an accomplished, Nicole Walusis didn’t sit out the customers as if they are family, making professional, dedicated and enthusiastic progressive and results-oriented banking pandemic, even though she could have. sure they get what they need and that people on our team. Her years of service executive, as well as a dedicated Here’s how her nominator, co-worker they understand every step of the loan and dedication to her customers and her community liaison, with a personal Kristen Bernhardt, tells the story: process. community extend well beyond working commitment to growing relationships “Nicole gave birth to her son on March Troop also serves a key role in leading hours. From sitting on the board of the inside and outside of the bank, according 6, 2020, right when the COVID pandemic the Boulder branch staff. She is in charge Boys and Girls Club of Larimer County to to Nathan Ewert, regional vice president was developing. As the state shut down of establishing and measuring quarterly countless other charitable organizations, of FNBO who nominated her for the and businesses pivoted to working from performance goals, designing team Sue shows her love for community Notables award. home and revamping to serve their training and activities to engage every through action,” said David Finkelstein, Areas of community engagement customers in a new way, Nicole was member and keeping the workplace director of marketing at the bank. that she has been involved with over not content just to sit on the sidelines engaging and fun. She serves as a role “As a banker, her goal is to always the years include: Colorado Economic and watch. When the SBA’s PPP loan model and mentor to the other young do right by her customers, ensuring Development Council, Boulder Economic program was announced, banks all over career professionals in the branch. the highest level of care and service Council, VIA Mobility Services, Impact the country were scrambling to learn Troop volunteers extensively in the is provided by her and the team she on Education, YWCA of Boulder & the program and quickly deploy funds to Boulder community. She helped establish manages. Having been involved in Broomfield counties, Mental Health businesses. Nicole could have continued running programs like Mountain Tracks banking on many levels, Sue’s knowledge Partners, Business & Professional Women, on with her scheduled maternity leave, to encourage school kids to live healthy of the industry is unmatched. [She’s a] Pikes Peak Community Foundation — to but instead she chose to help her team lifestyles and to learn to love running; constant resource for her team and her name a few. and her community. creating fundraising races like the Turkey customers seeking advice. No matter Wahl has been with FNBO for just “She sought permission from HR to Trot, so that proceeds can support critical what comes her way Sue greets it with over a year but her leadership ability come back early from maternity leave so non-profits such as Harvest of Hope Food a kind attitude and a friendly demeanor, to successfully connect and collaborate she could join the efforts with her fellow Pantry; and even lending her time and always at the ready to offer a solution or has shown just how valuable she is bankers. In between the many demands skills to the community work of Growing lend a helping hand. and can be for the community and the of caring for a newborn, Nicole processed Gardens. She challenges the rest of the “There are many wonderful people bank. She immediately had to build PPP loans to ensure businesses would be Boulder branch staff to volunteer in the who work for Bank of Colorado, but a team, establish trust, all during an able to continue to pay their employees. community as well. there’s only one Sue Wagner,” he said. unprecedented time of her direct reports With Nicole’s help, FirstBank provided working remotely and the world going more than 14,000 PPP loans totaling through a pandemic. She helped drive over $1 billion. the Colorado FNBO banks deliver more “I am proud to work with someone than 3,000 PPP loans for $300 million, so selfless and this generosity is what ultimately helping save an estimated defines Nicole’s leadership style. No 30,000 jobs. She is a fierce advocate matter what is on her plate, she is for small business and an outstanding quick to lend a hand to her team, her leader in the community and inside the customers, and the Northern Colorado bank. She had and continues to make community. Nicole somehow gets more a significant difference in the Boulder done in a day than most others can do Valley. in a week. She efficiently oversees three bank branches while being one of the top loan producers year after year.” Walusis is active on committees at the bank as well as providing leadership as a board member for Book Trust.
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