Personnel news from the financial services industry
Kolb+Co. Corporate Finance, LLC, an affiliate of Kolb+Co. S.C., Brookfield, recently welcomed John Kielich to the firm as managing director of corporate finance services. Kielich has more than 30 years of experience in the manufacturing, financial services and public accounting industries. He specializes in mergers and acquisitions, due diligence, strategic planning and post-merger integration.
Steve Spector has been admitted as a member of Kolb+Co. Financial Advisors, LLC, an affiliate of Kolb+Co., and was named managing director of risk management services. Spector has been part of Kolb+Co. Financial Advisers, LLC since June of 2005. He has more than 24 years of insurance industry experience, and his areas of expertise include executive compensation, wealth transfer strategies, personal and business life insurance planning, as well as disability income and long term care plan design.
Cheryl Aschenbrener, Neil Keller, Michael Peer have been appointed shareholders of Kolb+Co. Aschenbrener, has been a member of the firm and in public practice since 1996. She specializes in manufacturing, professional services and not-for-profit. Keller, has been in public practice since 1994, and specializes in business valuation, cost segregation and manufacturing. Peer has been in public practice as well as private industry since 1995. He specializes in home health agencies, hospitals, long term care facilities, nonprofit entities, and physician practices.
Kolb+Co. also promoted Dan Roslawski to accounting and auditing senior.
Brookfield-based Fiserv, Inc. recently appointed Denis O’Leary, a private investor and consultant with expertise in enterprise technology, financial services and consumer payments, to its board of directors. He serves as a senior advisor to the Boston Consulting Group. O’Leary, 51, spent 25 years at JP Morgan Chase & Company, where he served in a variety of capacities including as the corporation’s director of finance, chief information officer and head of retail branch banking. He also worked as managing executive of Chase.com/Lab Morgan, which managed the firm’s strategic adoption of technology and equity investment in financial service related technology vendors. He was an executive vice president at JP Morgan Chase from 1994 to 2003. O’Leary will serve on the Audit Committee of Fiserv’s Board of Directors.
The PrivateBank-Wisconsin recently hired four former LaSalle Bank N.A. Milwaukee-based central-region banking executives. Roger Pillsbury, who was senior vice president and region head of LaSalle Bank’s central region headquartered in Milwaukee; James A. Meyer, who was senior vice president and head of LaSalle’s commercial banking division for Wisconsin; and, Randy D. Olver, who was senior vice president and division head for LaSalle’s regional corporate banking division in Milwaukee, were all named managing directors. Jeff Janza, who was a first vice president in LaSalle Bank’s Milwaukee commercial banking division, was named associate managing director.
Milwaukee-based MCIC Investment Corp. recently promoted Jeffrey Lane to executive vice president, general counsel and secretary of MGIC Investment Corp. and MGIC. Michael Zimmerman has been promoted to Senior Vice President, Investor Relations of MGIC. Jeffrey Nielsen has been promoted to Vice President, Financial Planning/Analysis of MGIC.
Susan Doyle has been appointed president and chief operating officer of Wausau Insurance, succeeding Mark Fiebrink, who is retiring. Wausau Insurance includes the operations of Employers Insurance Company of Wausau, Wausau General Insurance Company, Wausau Business Insurance Company and Wausau Underwriters Insurance Company. Wausau Insurance is part of the Commercial Markets business unit of the Boston-based Liberty Mutual Group.
First Wisconsin Bank & Trust, Brookfield promoted Leila Pals to assistant vice president of consumer lending and Alan McAfee to assistant vice president of treasury management. Pals has been with the bank since its inception in March 2006 when she started in the role of business development officer. McAfee joined the bank in April 2007. He holds a bachelor’s degree from St. Olaf College in Northfield, Minn. He received his graduate degree from UW- Milwaukee.
Ritz, Holman, Butala, Fine LLP, Milwaukee, added Megan Stroinski to the firm as a member of the tax team. Stroinski received her bachelor’s degree, with high honors, in accounting from UW-La Crosse.
Vrakas/Blum, S.C., Brookfield, promoted Michael Psuik to shareholder. Psuik is a member of the American Institute of Certified Public Accounts and the Wisconsin Institute of Certified Public Accountants. He graduated from UW-Milwaukee with a bachelor of business administration degree in accounting.
Komisar Brady & Co., LLP, Milwaukee, added two individuals to its staff. Angela Bonnell joined Komisar Brady & Co., LLP’s bookkeeping department in November, 2007. Bonnell is currently attending evening classes at MATC and plans to receive her Associate’s Degree in 2008. Jay Derr also joined Komisar Brady & Co., LLP in January, as a staff accountant. Derr graduated with a masters degree in public accountancy, and a bachelors degree in accounting from UW-Whitewater.
Chortek & Gottschalk LLP, Waukesha announced that Paul Rodrigues joined the firm as a principle. Rodrigues brings 20 years of experience in construction, real estate, litigation and forensic accounting to Chortek & Gottschalk LLP. Prior to joining the firm, Rodrigues was the National Tax Director for Jefferson Wells International, Milwaukee.
Laura Frymark has joined Suby, Von Haden & Associates, S.C., Milwaukee, as senior staff accountant for the business advisory services group.
