SWBC Investment Services Team

SWBC Investment Services Team

Paul Kenneth Marshall, III

Paul Kenneth Marshall, III

Managing Director
Capital Markets

Capital Markets

Sean Tuohy

Sean Tuohy

Fixed Income Trader
Capital Markets

Capital Markets

Scott Rykert

Scott Rykert

Managing Director
Capital Markets

Capital Markets

Joseph Dobosh

Joseph Dobosh

Executive Benefits Advisor
Executive Benefits

Executive Benefits

Eric Shipley

Eric Shipley

Institutional Sales
Capital Markets

Capital Markets

Chris Elbrecht

Chris Elbrecht

Fixed Income Trading & Operations Manager
Capital Markets

Capital Markets

Ryan Riffe

Ryan Riffe

Fixed Income Trading & Operations Manager
Capital Markets

Capital Markets

Dan Schlicher, CRPC®

Dan Schlicher, CRPC®

Licensed Client Associate
Wealth Management

Wealth Management

Roger A. Versteeg, CLU®, ChFC®, CFP®

Roger A. Versteeg, CLU®, ChFC®, CFP®

Executive Benefits Advisor
Executive Benefits

Executive Benefits

Gay R. Murray, ChFC®, CLU®, LUTCF

Gay R. Murray, ChFC®, CLU®, LUTCF

Executive Benefits Advisor
Executive Benefits

Executive Benefits

Mark E. Travis, CRPC®

Mark E. Travis, CRPC®

Senior Advisor
Wealth Management

Wealth Management

Daniel J. Balogh, CLU®

Daniel J. Balogh, CLU®

Executive Benefits Advisor
Executive Benefits

Executive Benefits

Thomas Jordan, CLU®, MSFS, CEPA

Thomas Jordan, CLU®, MSFS, CEPA

Executive Benefits and Business Planning Advisor
Executive Benefits

Executive Benefits

Arturo Perez

Arturo Perez

VP Municipal Underwriting
Capital Markets

Capital Markets

Josh Lynch, CFA®

Josh Lynch, CFA®

Director of Portfolio Management
Wealth Management

Wealth Management

Nabeel Khandwala

Nabeel Khandwala

Fixed Income Coordinator
Capital Markets

Capital Markets

Becky Horacek

Becky Horacek

Licensed Client Associate
Wealth Management

Wealth Management

Norbert Fabre

Norbert Fabre

Institutional Sales
Capital Markets

Capital Markets

John Gatesman, CLU®, ChFC®

John Gatesman, CLU®, ChFC®

Senior Vice President of Sales
Wealth Management

Wealth Management

Todd Broussard

Todd Broussard

Executive Benefits Advisor
Executive Benefits

Executive Benefits

Eric Inman

Eric Inman

Institutional Sales
Capital Markets

Capital Markets

Jamie Wisecarver

Jamie Wisecarver

Licensed Client Associate
Wealth Management

Wealth Management

Raymond Frueboes

Raymond Frueboes

Licensed Client Associate
Wealth Management

Wealth Management

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