Financial Services Industry People in the News

William B. Mayer, CPA, an accountant with Ritz, Holman, Butala, Fine LLP, a Milwaukee-based accounting firm, has been appointed treasurer of the Jewish Home and Care Center. The Jewish Home and Care Center, located in Milwaukee, offers long-term nursing care, comprehensive inpatient and outpatient rehabilitation and additional programs to older adults and other members in the community. Mayer, a partner and member of the firm’s tax team, practices in all areas of taxation, including corporate, partnerships, individuals, trusts and estates. His areas of concentration include advising closely-held businesses and their owners, new business start-ups, and professional service and construction firms. Mayer also counsels individuals, fiduciaries and executors on trust, gift and estate matters. 

M&I Financial Advisors, Inc. recently promoted Neil Conway, a senior financial advisor, and Dean Urbanski, a national sales manager, to senior vice president.

Michael Crowell was recently promoted to vice president by M&I Equipment Finance. Crowell has been with M&I since 1996.

Alan (Al) W. Schwartz, director of institutional portfolio management with M&I Investment Management has been promoted to senior vice president.

Jefferson Wells recently hired Sal Mondelli as vice president, central region. Mondelli will be responsible for overseeing service, operations, and growth, and for developing long-term client relationships in the region.

Prior to joining Jefferson Wells, Mondelli was executive vice president of solutions sales for Wausau Financial Systems, a $100 million software and services firm based in Mosinee, Wis.

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