Partnership Bank Promotes Tolomeo

The Partnership Bank board of directors named Stacy Tolomeo as a Vice President. Tolomeo, who joined the Bank in July 2017, is the Bank’s Director of Retail and Client Experience. She is responsible for all aspects of the client experience including the development and institution of service guidelines and standards to ensure the highest level of client satisfaction. Overseeing all four of the Bank’s locations, Tolomeo manages the fulfillment of key performance measures and is responsible for overall growth and development of the Bank’s retail channel.

Coming to the Bank with 25 years of retail experience to include executive leadership at Nordstrom, Tolomeo is an expert at empowering associates and creating long-term relationships with clients. “Stacy is a great asset to the Bank,” said David Braaten, CEO, Partnership Bank, “she truly understands what it means to deliver a high-touch client experience and helps make it fun for her team.”

 A newcomer to Cedarburg, Tolomeo is already involved in the community serving on the Board for the Cedarburg Education Foundation. Recently, she helped the Foundation raise over $50,000 at its 2017 Fall Bash.

Tolomeo lives in Cedarburg with her husband Justin and two daughters.

Tolomeo can be reached at 262.375.7125tolomeo@mypartnershipbank.com

Partnership Bank Promotes Muntner

 “Vince Muntner stands out as a leader both at the Bank and in the community,” said Stacy Tolomeo, Vice President and Director of Retail and Client Experience at Partnership Bank. Recently, Muntner was named the Manager of Retail and Client Experience and by a unanimous vote of the board of directors was a elected to an Officer position.

Muntner, has been in banking for 13 years, spending the past three years with Partnership Bank in Mequon. In his expanded role, he is responsible for the day-to-day activities of banking including overseeing the teller line and managing the client experience. In addition, he provides support to retail bankers, business bankers, direction for sales and marketing initiatives, and continues in his role as the Bank’s Business Solutions Manager.

“My most favorite thing about banking is to help people,” Muntner said. Muntner demonstrates his passion to help by taking the time to help clients understand their finances and how to use Bank products such as mobile banking, online banking, and mobile deposit to make their financial lives easy. “It’s all about easy,” Muntner concludes.

Muntner lives in Mequon with his wife Jenny and their two boys Vincent and Liam. In his spare time he enjoys golfing, playing with the latest tech gadget, and spending time with his family.

Muntner can be reached at 262.204.4615muntner@mypartnershipbank.com

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Nichols Promoted to Bank Officer

Katey Nichols, a banker since 1991, has been promoted to Relationship Banking Officer by a unanimous vote of Partnership Bank’s board of directors. Nichols, who was with TriCity-Cedarburg, joined Partnership Bank when the Bank purchased the Ozaukee County offices of TriCity.

“We are truly fortunate to have Katey on our team,” said Stacy Tolomeo, Vice President and Director of Retail and Client Experience. “Everyone knows Katey,” Tolomeo continued. “She is kind, helpful, and willing to do anything for clients and the community…including dressing up as a troll and handing out candy at Cedarburg’s Pumpkin Walk.”

Nichols is known for providing the highest level of client service as well as her knowledge of banking and patience when teaching new bankers. Nichols is tasked with organizing many of the Bank’s community events as well a member of the Bank’s Ordinary People, Extraordinary Citizen selection committee.

A lifelong resident of Cedarburg, Nichols is an avid baker and enjoys the many Cedarburg festivals and events and spending time with family going to her niece’s music concerts, plays, and ice skating performances.

Nichols can be reached at 262.375.7140nichols@mypartnershipbank.com

Partnership Bank Promotes Iverson

“Eric Iverson stands out as a leader both at the Bank and in the community,” said Nate Salas, President-Partnership Bank. Recently, Iverson was named the Manager of Retail and Client Experience and by a unanimous vote of the board of directors was a elected to an Officer position.

Banking is in Iverson’s family. His father was a community bank president for 35 years. Iverson brings that same community bank passion for helping clients to his position at Partnership Bank. He’s been in the banking industry for almost a decade and with Partnership Bank since 2015. “Banking is a great fit for me,” Iverson said. “I like interacting with clients and doing the math behind the banking,” he continued. “It’s all about helping people feel confident and comfortable handling their money,” he added.

“Eric has a strong business acumen and a good rhythm of how to provide excellent client experience,” Salas continued.  Iverson is responsible for the day-to-day activities of banking including overseeing the teller line and managing the client experience. In addition, he provides support to retail bankers and direction for sales and marketing initiatives.

Iverson lives in Watertown with his wife Deb and has two children, Adam and Emma. In his spare time he likes watching pro and college football, college basketball, and plays golf.

Iverson can be reached at 920.262.2900iverson@mypartnershipbank.com

Getting There: Rahim Keval

As seen in BizTimes: November 22, 2017

Hometown: Born in Virginia, raised in Cedarburg

Education: Bachelor’s in finance, University of Wisconsin-Milwaukee

Previous position: Credit analyst, Partnership Bank

Current position: Assistant vice president-business banking, Partnership Bank

What set you apart for promotion?

“With the five years that I had in credit analysis, it was a natural transition to business banking because I had a solid foundation of understanding credit and understanding the numbers part of businesses that now I can have both conversations with business owners.”

Ultimate career goal?

“Ideally, at some point I would like to be president of our bank. I have some great mentors that are helping me develop some of my leadership skills,” including chairman Dean Fitting and president Vince Cameranesi.

Did you approach them?

“A few of them took me under their wing. Some of them I approached and wanted to learn about their careers and how they became CEOs and presidents. I firmly believe if you want to get somewhere, you’ve got to learn from somebody who’s done it before.”

In your free time?

“I’m part of the Milwaukee Curling Club. It’s really cool because I curl with people of all ages. We have people that are still in high school to one of our members is like 90 years old. The sport is fun in itself, but then after the curling game you sit down and have a drink with everyone, even the people you played against.”

Why continue living in Cedarburg?

“After high school I moved to the East Side. I got married last year and we’re actually expecting our first child, and as I got older I realized how great a place it was for a family.”

What book are you reading?

“‘Blink’ by Malcolm Gladwell.”

Keval can be reached at 262.204.4072keval@mypartnershipbank.com

Heckendorf Joins Growing Business Team

“I am truly honored to be accepted onto this team of extraordinary bankers,” said Gary Heckendorf. Recently, Heckendorf joined the growing team of Partnership Bank Business Bankers as a Senior Vice President working out of the Bank’s Cedarburg office.

“Partnership Bank has deep roots in Ozaukee County going back over 40 years,” Heckendorf continued,“ and I consider it a privilege to be rejoining the ‘old’ Ozaukee Bank team and again working alongside the people who built and ran that very successful bank.”

A 25 year veteran of community banking, Heckendorf worked at Port Washington State Bank (PWSB) for over eight years where he managed a loan portfolio nearing $100 million.  At Partnership Bank, his responsibilities will include business development and lending in Ozaukee and Washington counties.

“We are thrilled to have Gary join our team,” said Vince Cameranesi, President - Partnership Bank. “Gary is a kind soul and so well respected by the business community as a fair and honest person who has his client’s best interests as his top priority.”

Heckendorf makes his home in Jackson with his wife Holly and his three daughters. In his spare time, he golfs and is involved with a variety of community activities.

Heckendorf can be reached at 262.375.7135heckendorf@mypartnershipbank.com