Financial Services Industry People in the News

Jefferson Wells names new CFO

Jefferson Wells, a Milwaukee-based provider of internal audit and controls, technology risk management, tax, and finance and accounting-related services, recently hired Jeff Docalavich as the firm’s chief financial officer. He will be responsible for overseeing finance, information technology, administration and acquisitions for Jefferson Wells. Docalavich brings more than 15 years of senior leadership experience to his new position. Prior to joining Jefferson Wells, Docalavich was vice president of finance and business operations for a division of Rockwell Automation Inc. in Milwaukee, where he was responsible for leading all finance functions, Six Sigma implementation and sales operations functions in Asia, Europe and Latin America. Additionally, Docalavich has held numerous leadership positions for Allied Signal (now Honeywell International Inc.) headquartered in Morristown, N.J., including director of global business services for Europe, the Middle East and Africa; and chief financial officer of Allied Signal Aerospace in Greenville, S.C. Jefferson Wells is an independently operating, wholly owned subsidiary of Milwaukee-based Manpower Inc.

M&I Bank recently promoted Greg Charlesworth to senior vice president. Charlesworth serves as manager of foreign exchange and interest rate derivatives in M&I’s Capital Markets division. The bank has also promoted Kara Kaiser to senior vice president, and William Feagles and Dawn Davis to vice president. Kaiser has worked at M&I since 1996. Feagles, a business banker, has been with M&I since 1994 and has over 17 years of industry experience. Davis has been with M&I since 1977.

M&I Home Lending Solutions recently promoted Susan Nuernberg to vice president. Nuernberg has been with M&I since 1996 and has over 22 years of industry experience.

AMCORE Bank recently hired Barbara Chucka as an assistant vice president and treasury management specialist. Chucka will work from the bank’s Wauwatosa branch. Prior to joining AMCORE, she was an assistant vice president-cash management sales with National City/MidAmerica Bank.

Clifton Gunderson, ranked as one of the nation’s largest certified public accounting and consulting firms, recently promoted Megan A. Borgohain, Shane M. Duffy, CPA, Kristine Tse, CPA, Kyle A. Chuck, CPA, Marla K. Kettler, Michelle M. Maechtle, CPA, Valerie L. Sadowski, and Elena P. Serebriakova, to senior associate.

Ritz, Holman, Butala, Fine LLP, a Milwaukee-based accounting firm, recently promoted Matthew S. Rios, a member of the firm’s tax team, to senior manager; Matthew P. Cody, a member of the firm’s tax team, to senior accountant; Lisa M. Feldmeier, Kelly M. Goodmon, and Stefanie A. Tremaine, all of the firm’s nonprofit team, have been promoted to senior accountant.

Winter, Kloman, Moter & Repp, S.C., a Brookfield-based accounting firm, recently promoted Rachel Stawicki and Dan Griesbach to senior; and Renee Bardenwerper, CPA, to Supervisor. 

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