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Sioux City Times

Sunday, December 22, 2024

THE SECURITY NATIONAL BANK OF SIOUX CITY, IOWA: Security National Promotes Two Wealth Management Advisors

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The Security National Bank of Sioux City, Iowa issued the following announcement on Feb. 10. 

D. Douglas Rice, Chairman, President and CEO of Security National Bank, is proud to announce the following promotions:

Jessica Muñoz and Kasey Sandman have been promoted to the position of Wealth Management Advisor within the Bank's Employee Benefits division. In their roles, they will advise individual employees who are enrolled in company retirement plans offered through Security National Wealth Management.

Muñoz joined SNB four years ago as an administrative assistant and was promoted to Employee Benefits Administrator in 2017. A graduate of South Dakota State University, she earned her Qualified 401(k) Administrator (QKA) credential in August from the American Society of Pension Professionals & Actuaries.

Sandman has served at SNB for five years, beginning as an administrative assistant in the Human Resources Department. She joined Trust Operations, then became an Employee Benefits Relationship Manager and earned her QKA designation in January. Sandman holds a bachelor's degree in counseling from the University of South Dakota.

Original source can be found here.

Source: The Security National Bank of Sioux City

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