NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest

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NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
NOTABLE WOMEN
Banks & Credit Unions

Executives in the region’s
banking & credit unions.
May 2021
NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
32   |   BizWest | May 2021                                                                            www.bizwest.com

         Nicole Staudinger              Kristen Bernhardt                       Lindsey Galindo
         Market President               Executive Vice President                Senior Vice President

         Congratulations to Nicole S., Kristen,
         Lindsey, Nicole W., and Ellen from
         Northern Colorado on being named
         BizWest's Notable Women in Banking!

          Nicole Walusis                Ellen Daugherty
          Senior Vice President         Treasury Management Senior Specialist

         efirstbank.com
         1.800.964.3444 | Member FDIC
NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
NOTABLE WOMEN
 NOTABLE WOMEN
www.bizwest.com                                                                           Banks & Credit Unions                                       BizWest | May 2021      |   33
 Banks & Credit Unions

  BizWest is proud to present
  the inaugural showcase of
  Notable Women in Banks &
  Credit Unions spotlighting
  accomplished professionals
  across the region. The leaders
  profiled in the following
  pages were nominated by
  their peers at work and in the
  community and showcase
  the diversity of talent in
  our market. The leadership
  shown by the individuals
  profiled here is setting an
  example to shape a better
                                              KRISTI       KRISTEN                                                                        POLLY
  future for our region.
                                              BENNINGSDORF BERNHARDT                                                                      BUSTER
  METHODOLOGY: The honorees did not
  pay to be included. Their profiles were     GREAT WESTERN BANK                           FIRSTBANK                                      FIRST WESTERN TRUST
  drawn from nomination materials. This
  list features only individuals for whom
                                              PRIVATE BANKER                               EXECUTIVE VICE PRESIDENT                       SENIOR VICE PRESIDENT,
  nominations were submitted and accepted
  after a review by our editorial team. To                                                                                                RELATIONSHIP BANKER II
  qualify for the list, nominees must be      Years in banking: 25                         Years in banking: 15
  employed at companies in the Boulder
  Valley and Northern Colorado, notable
                                                                                                                                          Years in banking: 13
  executives are running businesses,          College attended: Colorado State             College attended: Colorado
  navigating company restructurings,          University; Graduate of Banking/             State University; Graduate                     College attended: University
  arguing high-stakes legal cases, and
  finding efficiencies in manufacturing       Pacific Coast Banking School at              of Banking/Pacific Coast                       of Colorado
  processes. These notable individuals
  also mentor, teach and volunteer in their   University of Washington                     Banking School at University
  communities.                                                                             of Washington
  To nominate for future Notables, please
  visit                                          Kristi Benningsdorf has brought a            FirstBank’s Northern Colorado market           Polly Buster has been a committed
  https://survey.alchemer.com/                renewed focus to the Private Banking         consists of eight branches totaling $950       business person and resident of the
  s3/6237752/2021-BizWest-Notables-                                                                                                       Boulder Valley community for more
  Nomination-Form
                                              line of business at Great Western Bank in    million in loan balances and $1.3 billion in
                                              northern Colorado. She is very skilled at    deposits. As an executive vice president at    than 30 years. In that time, she has
                                              meeting with her clients and managing        FirstBank, Kristen Bernhardt is tasked with    served on the board of directors for the
                                              the inclusion of various other team          providing leadership and oversight of a        American Cancer Society — Boulder
 NOTABLE WOMEN                                members (such as Wealth Management,          highly productive officer team in Northern     Chapter (chair), Boulder Valley Hockey
  Banks & Credit Unions                       Trust Services, etc.) as needed to meet      Colorado as well as meeting her own            Association, the Mountain Shadows
                                              her clients needs. In addition to her        individual production goals.                   Montessori School (still active), St. Vrain
                                              expertise in the Private Banking line of        Bernhardt is highly skilled in              Historical Society and Harvest of Hope
                                              business, Kristi has a great background      commercial real estate lending and             (incoming chair July, 2021). She is also
 KRISTI BENNINGSDORF                    21
                                              in commercial banking as well. Therefore,    serves as FirstBank’s regional expert on       the chair of the annual Women Who
 KRISTEN BERNHARDT                      21    she is able to recognize opportunities       affordable housing projects and is also the    Light the Community event, hosted by
 POLLY BUSTER                           21    to introduce a Business Banker to any        company’s business development leader          the Boulder Chamber of Commerce.
 TAMARA BYRD                            23    of her clients as deemed necessary.          for the Northern Colorado market.                 “Polly is very passionate about giving
                                              Kristi has served on numerous boards            She has offered her time and financial      back to the community that has given
 ALLISON CLOSSON                        23                                                                                                her so much; as such, she has also served
                                              within Larimer County, including the UC      expertise to a wide-range of nonprofit
 ELLEN DAUGHERTY                        23    Health Foundation Board, and will be         organizations in Northern Colorado,            on numerous committees, including the
 GENNIFER GARNER                        25    their Board Chair commencing in June         starting back in 2009. She has served as       Women’s Foundation of Colorado, Friends
 GAIL GRANT                             25    2021. She also served on the Fort Collins    treasurer for Front Range Community            of the Longmont Senior Center and YMCA
                                              Museum’s board for over 9 years. Kristi is   College Foundation, the Disabled Resource      of Boulder Valley,” said her nominator,
 DEBRA KELLY                            25                                                                                                Bonifacio Sandoval, Broomfield market
                                              a “roll up her sleeves” and get to work      Services, and Go NoCo, and recently
 CHRISTINA KRAFT                        27    for her clients Banker, and she is held in   joined the board of Loveland Habitat           president for the bank.
 LISA LEVEILLEE                         27    the highest regard by both her clients       for Humanity. In addition to serving on           She graduated from the University of
                                              and fellow bankers.                          multiple nonprofit boards, she is engaged      Colorado with a degree in economics and
 AMY LOVELL                             27
                                                                                           in her local community and is a member         has maintained a strong relationship with
 TERRI MICKELSEN                        27                                                 of the Affordable Housing Task Force           CU Boulder. She is always looking for ways
 STEPHANIE MILLER                       29                                                 for the city of Loveland, and an active        to give back by supporting and mentoring
 ELIZABETH MILLION                      29                                                 participant in Colorado Real Estate Women,     students through the Leeds School of
                                                                                           Urban Land Institute, Leadership Northern      Business, and she has served on the Leeds
 NANCY PATTON                           29
                                                                                           Colorado, and Leadership Loveland.             School of Business Women’s Council.
 ANGELA PENLAND                         29                                                    Bernhardt earns the respect of her             On the job, Buster has been a critical
 JULIE PIEPHO                           31                                                 peers through hard work, immense               senior member of several banking
 LORNA REEVES                           31                                                 industry knowledge, and her expertise          teams and is currently tasked with
                                                                                           in lending, according to her nominator,        helping develop a de novo office in
 ADNA ROMERO                            31                                                                                                Broomfield for First Western Trust. She
                                                                                           Lindsey Galindo, senior vice president
 MARIETA SADE                           31                                                 with the bank. Bernhardt has an appetite       has managed portfolios in excess of
 KARIS SCHNEIDER                        33                                                 and willingness to share her knowledge         $100 million. Her style has always been
 JENNY SCHULTZ                          33                                                 with her team, in the hopes of inspiring       one of collaboration, Sandoval said. She
                                                                                           and developing future leaders within           seeks to contribute to teams in a positive
 KAREN SORENSEN                         33                                                                                                manner and has a goal of making an
                                                                                           FirstBank.
 NICOLE STAUDINGER                      33                                                    “Many successful officers in the            impact in every relationship.
 FREYJA TROOP                           35                                                 company would point to Kristen as having          “She is skilled at listening to
                                                                                           a positive impact on their careers. She        understand and speaking to be
 SUE WAGNER                             35
                                                                                           is successful meeting the leadership           understood. Her honesty makes her a
 GRETCHEN WAHL                          35                                                 challenges associated with her job             trusted adviser, her guidance is sought
 NICOLE WALUSIS                         35                                                 and demonstrates dynamic leadership            out and recognized as valuable to
                                                                                           competencies required of an exceptional        the companies, organizations and
                                                                                           leader,” Galindo said.                         communities she serves,” Sandoval said.
NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
34   |   BizWest | May 2021                                                                   www.bizwest.com

          WE’RE HERE
          FOR THE ONES
          BEHIND EVERY
          L I T T L E D E TA I L

                                                           At Bank of Colorado you can trust that
                                                           our team members have the knowledge
                                                           and experience to help our customers
                                                           achieve their financial goals. We are
                                                           excited to congratulate our 3 employees
                                                           who have been nominated for BizWest’s
                                                           Notable Women in Banking. Thank you
                                                           for your continued contributions to your
                                                           communities and the banking industry.
                                                           We are proud to be the local community
                                                           bank that supports these strong,
                                                           influential women.

     C O N G R AT U L AT I O N S T O O U R N O TA B L E W O M E N I N B A N K I N G N O M I N E E S :

               CHRISTINA KRAFT   KARIS SCHNEIDER         SUE WAGNER             TAMARA BYRD
                 ESTES PARK       FORT COLLINS           FORT COLLINS            LONGMONT
NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
NOTABLE WOMEN
NOTABLE WOMEN
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                                                                          Banks & Credit Unions                                                     BizWest | May 2021     |   35
Banks & Credit Unions

TAMARA                                        ALLISON                                       ELLEN                                       DEBBIE
BYRD                                          CLOSSON                                       DAUGHERTY                                   DAVIS
BANK OF COLORADO                              ADAMS BANK & TRUST                            FIRST BANK                                  INDEPENDENT FINANCIAL BANK
BRANCH PRESIDENT                              VICE PRESIDENT-                               TREASURY MANAGEMENT                         VICE PRESIDENT, FINANCIAL
                                              COMMERCIAL BANKING                            SENIOR SPECIALIST                           CENTER MANAGER
Years in banking: 34
                                              Years in banking: 27                          Years in banking: 27                        Years in banking: 31
                                              College attended: Arizona
                                              State University

   “Tamara Byrd is a branch president            Allison Closson knows that banking            Two customers of First Bank give            Debbie Davis has been in the financial
for Bank of Colorado. Her education and       is a very personal line of business built     Ellen Daugherty credit for helping          industry for more than 30 years. “She
community involvement help make her a         on trust between clients and bankers.         their businesses grow. “I have been         has been a leader and advocate for
terrific leader for our bank as well as her   She considers it her job to build these       a customer of First Bank for a decade       businesses in Northern Colorado for as
community,” said Christian Bordewick,         relationships, listening to clients and       and have been working with Ellen            long as I have known her,” according to
market president for the bank and Byrd’s      partnering with them on the path to           through that time. Between my husband       her nominator, Stacy Miller.
nominator.                                    turn their goals into realities. Throughout   and myself we have three company               Davis gives back with her personal
   “She has held many positions in            her career, she has prioritized customer      checking and savings accounts each, our     time by being involved and volunteering
the industry that make her a well-            service and attention to detail.              mortgage, and a line of credit on one       for several organizations including the
rounded president with knowledge and             Closson’s commitment to her clients’       of our businesses. Ellen is consultative,   Berthoud and Loveland chambers of
expertise in many areas: internal audit,      long-term success makes her a great fit.      communicative, and incredibly diligent.     commerce, Loveland Elk’s Club and most
mortgage lending, loan growth, and her        She is an advocate for her customers,         Her knowledge of the banking                notably the Commercial Real Estate for
current role as branch president. Even        often expressing the customer’s point         industry has helped us grow our three       Women of Northern Colorado group
without loan income from the Paycheck         of view as she works toward solutions.        businesses,” said Heather Margolis of       where she has been a board member
Protection Program, she has helped grow       She sees herself as a connector —             Channel Maven Consulting.                   and lent her financial expertise to the
the Longmont branch from $15.5 million        consistently using her sphere of influence       Margolis said that Daugherty helped      group for many years. Davis was also a
to $47 million in loans,” Bordewick said.     to connect potential partners and make        www.channelmavenconsulting.com,             recipient of the Loveland Heart Award,
   Byrd is a board member of the Longs        an impact on their businesses. She is         www.gooddaychocolate.com, and               which is awarded to an individual who
Peak Council of the Boy Scouts of             passionate about her customers and her        www.sparkyourchannel.com grow into          gives time, expertise and support to the
America and also of the Longs Peak            job.                                          multi-million dollar businesses. Margolis   community and demonstrates leadership
Hospital Foundation. She serves on the           Closson brings the same degree of          said that Daugherty is professional,        and community pride without receiving
finance investment and audit committees       dedication to serving the community. She      knowledgeable of banking, and has           monetary or professional rewards.
at the bank.                                  is involved in supporting her children’s      compassion and a personality that make         Most recently, she helped handle the
   “[Tamara] is also well-rounded in          sporting events and education and serves      it easy to work with her.                   transition of the merger of Guaranty
her personal life, and it is evident that     on the board of directors for Longmont           “It seems odd to say that your bank      Bank & Trust to Independent Financial
she strives to learn new things and           Economic Development Partnership.             has ‘seen you through some hard times’      bank across the region before and during
overcome obstacles. She has traveled          She earned Adams Bank & Trust’s 2020          but when, as a couple, you’re running       the pandemic.
internationally, pushes herself physically    Individual Sales Excellence Growth            three businesses, have two children            She is a consummate professional
through exercise on her spin bike, enjoys     Award in recognition of her outstanding       under 5 years old, and are moving homes     who leads with patience and kindness. “I
baking, and even remodeled her and her        performance supporting local businesses       inside Boulder, moving elderly parents to   highly recommend Debbie for this award;
husband’s 1,200 square foot home. We          with commercial lending solutions.            Boulder and going through a pandemic        she is truly over due to be recognized in
are grateful to work alongside Tamara            In 2020, she more than doubled the         while keeping all of your employees,        this industry.” Miller said.
and have her on our team.”                    amount of business loan funding that she      we’ve been through a lot with First Bank,
                                              was able to provide to her community          and Ellen has been there for us every
                                              while handling the largest number of PPP      step of the way,” she said.
                                              loans of any lender in our bank system.
NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
36    |   BizWest | May 2021                                                                                                                                                    www.bizwest.com

                                           NOTABLE WOMEN IN BANKING
          Congratulations
                       Congratulations to two of our very own Adams Bank & Trust team members and to all of the
                        BizWest nominees for Notable Women in Banking and Credit Unions. Thank you for your
                           dedication and commitment to the financial success of the communities you serve.

                                             ALLISON CLOSSON                                                                     JULIE PIEPHO
                                             vice president - commercial banking                                                 president - consumer banking
                                             Longmont, CO                                                                        Fort Collins, CO

          Adams Bank & Trust is a family owned and operated
          community bank founded in 1916. With 20 branches serving
          Nebraska, Kansas, and Colorado, we provide complete
          financial solutions for individuals and businesses.

                  NMLS
                  #469371

                    PERSONAL                            MORTGAGE                                  TRUST                                                    BUSINESS

          Congratulations                                                               Our people are our
                                    Adna Romero                                          greatest asset.
                                                                                      Proud to celebrate Ent’s own Gennifer Garner!
                                 ANB is proud to have Adna Romero
                                  as a leader in our bank and excited
                                                                                                                                            Thank you, Gennifer, for your
                                  for the recognition of the difference
                                                                                                                                            tireless work and energy in
                                   she has made in the communities                                                                          helping to introduce Colorado’s
                                             where we live and serve.                                                                       largest credit union to Northern
                                                                                                                                            Colorado.
                                            Congratulations Adna on
                                                                                                                                            Our teams in Fort Collins and
                                               your recognition as a
                                                                                                                                            Timnath continue to exemplify
                                                Notable Woman in                                                                            Ent’s commitment to our
                                                       Banking and                                                                          members and communities
                                                     Credit Unions!                                                                         through superior service,
                                                                                                                                            philanthropy and volunteerism.

                                                  Call or stop by our                                                                       With more centers opening
                                            Loveland Banking Center                                                                         soon along the entire Front
     Adna Romero
     VP, Commercial Lending                   today and meet Adna!                                                                          Range, we know you are just
     NMLS 569553                                                                        Gennifer Garner, Service Area Manager               getting started.

                                                                                           Learn more about
                                        808 W. Eisenhower Boulevard                       becoming a member
                                       970•744•2330 | anbbank.com                          today at Ent.com

                                                         NMLS 457261
                                                                                   Ent is an Equal Opportunity Employer | Minorities | Females | Disabled | Veterans | (970) 423-0727 | 800-525-9623
NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
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                                                                         Banks & Credit Unions                                                         BizWest | May 2021    |   37
Banks & Credit Unions

LINDSEY                                     GENNIFER                                        GAIL                                          DEBRA
GALINDO                                     GARNER                                          GRANT                                         KELLY
FIRST BANK                                  ENT CREDIT UNION                                GREAT WESTERN BANK                            INDEPENDENT BANK
SENIOR VICE PRESIDENT                       SERVICE AREA MANAGER                            REGIONAL PRESIDENT -                          VICE PRESIDENT - FINANCIAL
                                            - NORTHERN COLORADO &                           COLORADO & ARIZONA                            CENTER MANAGER
Years in banking: 15
                                            DENVER                                                                                        Years in banking: 35
                                                                                            Years in banking: 30
College attended: University
                                            Years in banking: 12
of Northern Colorado                                                                        College attended: Colorado
                                                                                            State University; Graduate
                                                                                            School of Banking at
                                                                                            Colorado
   Lindsey Galindo has worked at               When Colorado’s largest credit union,           Gail Grant uses her knowledge to              Debra Kelly has been a rock solid
FirstBank for 15 years and serves as the    Ent Credit Union, made the decision to          direct the banking operations for Great       leader in banking in downtown Fort
area manager for the bank’s two Greeley     expand from its Colorado Springs base, it       Western Bank in Arizona and Colorado.         Collins for more than 35 years. She is
branches, which have combined assets of     knew there would be some heavy-lifting             “Gail is very knowledgeable in many        one of the most well-connected and
$160 million.                               when it came to hiring, training and            types of lending, including C&I, A&D,         inspirational leaders in her industry,
   In addition to providing mentorship,     retaining a frontline staff that embodied       CRE and even Ag. As a member of GWB’s         according to her nominator, Debbie
career development, training of             the service mantra that Ent routinely           executive team she is involved in the         Davis.
junior officers, customer development       espouses — “For People, Not Profit” —           direction of GWB,” according to her              Kelly’s passion and dedication to
strategies, working through loan            in a geographic area where Ent had little       nominator, Bryan Guest, group president       clients financial success is notable. She
transactions with her team of four          name recognition. Add in a pandemic,            for Great Western.                            develops the people who work for her
officers, she is also responsible for       and you’ve got the recipe for a challenge          Arizona and Colorado have a wide           and cares about each and every one of
personal loan production goals in           of significant proportions.                     range of banking opportunities, Guest         them.
amounts over $25 million per year. She is      Enter Gennifer Garner. With a dozen          said, and “Gail is extremely supportive          Over the past year, she has worked
responsible for consumer and commercial     years of living and breathing the Ent           and helpful to her staff in both states.      tirelessly on facilitating numerous
lending including commercial real estate    brand, Garner was tapped to build a             Many of these markets and industries          PPP loans, and she strives to enhance
loans, development loans, construction      NoCo team in short order that could be          have been negatively affected by              economic health and vitality in Northern
and C&I financing.                          ready to serve members as quickly as            COVID-19 and therefore she has                Colorado for the area’s small business
   Galindo is well versed in all aspects    the credit union was able to open three         worked tirelessly to ensure the safety of     community.
of commercial lending, according to her     Fort Collins area service centers. Garner       GWB staffers as well as work on loan             Kelly has been involved in many
nominator, Nicole Walusis, another senior   was recently recognized nationally by the       structures (to include PPP loans) to assist   nonprofit organizations in the Fort
vice president with the bank.               Credit Union National Association as a          the many customers of GWB who fight           Collins community as well. She is serving
   Galindo enjoys involvement in her        2020 Rock Star for her tireless dedication      every day to keep moving forward.”            on the Fort Collins Area Chamber of
home community. She is involved in          to mentoring and developing young                  “Gail empowers her employees, which        Commerce Board of Directors. Outside of
providing presentations on careers in the   professionals.                                  is greatly appreciated, and is extremely      the chamber, Kelly has been involved in
banking industry to UNC students, and          In addition, Garner helped start the         supportive of all staff. During the past      nonprofits that have benefited from her
volunteering with Habitat for Humanity      130-member young professionals group            12 months, the bank has had numerous          expertise and commitment through the
and the Weld Food Bank.                     within the walls of Ent and took it a           working conditions (working from home,        pandemic.
   She is a graduate of Leadership Weld     step further by serving on the board            safer at home, lobbies locked, etc.),            She is one who could be relied upon
County and a graduate of the Graduate       of directors for Colorado Young Credit          and she has provided strong leadership        to rise to the occasion and help out at a
School of Banking at Colorado. “Lindsey     Union Professionals.                            during this time,” Guest wrote in his         moments notice to assist local business
is highly regarded in the banking              Philanthropy is important to Ent and         nomination.                                   owners during the pandemic.
industry and leads with exemplary           Garner, as she proved by championing
qualities including her ability to build    support in Northern Colorado for the
long-term relationships with clients        United Way of Larimer County’s “Invisible
and her co-workers, her commitment          Superhero” fundraising initiative during
to the community, and her knowledge         the early days of the pandemic, helping
and problem solving skills. She is highly   to enlist Ent as the presenting sponsor.
regarded and respected not only within      Later in 2020, Garner and her Northern
Weld County and Northern Colorado           Colorado colleagues teamed up with
but also within FirstBank by her peers,”    UWLC again to establish a $50,000
Walusis said.                               matching donation program for those
                                            affected by the Colorado wildfires last fall.
                                               With two more Ent service centers
                                            slated for Larimer County this year,
                                            Garner will continue to put in the energy,
                                            and miles on her Subaru, to make sure
                                            the credit union’s mission to serve its
                                            members, employees and communities, is
                                            a successful one.
NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
38   |   BizWest | May 2021                                                                                     www.bizwest.com

          CONGRATS TO
          DEBBIE DAVIS
          AND DEBRA KELLY
          Notable Women in Banking and Credit Unions

          Honoring women from the Boulder Valley or Northern Colorado
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                                    DEBBIE DAVIS                                           DEBRA KELLY
                                    Financial Center Manager, VP                           Financial Center Manager, VP
                                    NMLS# 510312                                           NMLS# 410878
                                    Debbie.Davis@ibtx.com                                  Debra.Kelly@ibtx.com
                                    970.532.8101                                           970.622.7181

                                807 Mountain Ave. | Berthoud, CO
                                303 E. Mountain Ave. | Fort Collins, CO
                                Visit LƓQDQFLDOFRPIRUORFDWLRQVLQ&RORUDGRDQG7H[DV
                                NMLS#411428 |           |
                                Independent Bank, doing business as Independent Financial
NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
NOTABLE WOMEN                                                                 BizWest | May 2021            39
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NOTABLE WOMEN                                                            Banks & Credit Unions
                                                                                                                                                                                |

Banks & Credit Unions

CHRISTINA                                    LISA                                          AMY                                          TERRI
KRAFT                                        LEVEILLEE                                     LOVELL                                       MICKELSEN
BANK OF COLORADO -                           FIRST NATIONAL BANK                           FMS BANK                                     CLEAN ENERGY CREDIT UNION
ESTES PARK
                                             SENIOR ADVISOR                                CHIEF FINANCIAL OFFICER                      CEO
BANK PRESIDENT                               COMMUNITY BANKING
                                                                                           Years in banking: 30                         Years in banking: 27
Years in banking: 17                         Years in banking: 10
                                                                                           College attended: Colorado                   College attended: The
College attended: University                 College attended: University                  State University                             College of Santa Fe
of Colorado Leeds School of                  of Rhode Island
Business

   Christina Kraft has been in the banking      Lisa Leveillee has made her mark in           Amy Lovell has tackled the difficulties      In 1994, as a Hispanic woman living in
industry for 17 years, starting her career   banking and with the manufacturing            and pivots required in the banking           New Mexico, Terri Mickelsen started her
in 2004 and joining Bank of Colorado in      community of Northern Colorado.               industry through the pandemic with           credit union career as a teller. While working
2013.                                           Christine Juker, marketing                 professional ease and great success.         full time, she raised a family, put herself
   In 2019, she was a Top SBA 504            manager from the Northern Colorado            During this time, she has managed            through college, and worked her way up
Partner Lender for Colorado Lending          Manufacturing Sector Partnership,             liquidity crunches, liquidity surpluses,     to become chief operating officer of a $1.3
Source. Kraft had a significant impact       nominated Leveillee, who Juker said           regulatory exams, accounting changes,        billion credit union. Later, in 2017, Mickelsen
on the Estes Park community in the aid       made a difference in the manufacturing        and maintained a level of profit that        helped Clean Energy Credit Union obtain
she provided during the floods of 2013,      sector of the region.                         continues to position the bank for a         one of only two federal charters that were
but especially during the COVID-19              “The NoCo Manufacturing Partnership        successful future.                           granted that year, thereby becoming the first
pandemic, loaning more than $29 million      has had Lisa’s expertise on the NOCOM            She is able to take complex ideas and     Colorado-based credit union to receive a
to Estes Park businesses.                    Manufacturing Trade Show Committee            explain them in a thoughtful manner          federal charter in more than 31 years.
   She is involved in making the             for more than four years. The committee       that allows senior management and the           “Because start-up credit unions are so
community a better place through her         had the tall task of pivoting an in-          board of directors to make decisions for     rare, it’s difficult to find people who have
active role with the Estes Park Economic     person trade show to a virtual show in        the bank’s future. While many CFOs just      experience starting, leading, and growing
Development Corp. (vice chair of the         just four weeks time. As a committee          regurgitate numbers, Lovell is able to       them,” said Blake Jones, the volunteer
board), Estes Valley Investment in           member, she provided support on               apply changes and results into actionable    chairman of the financial institution’s board.
Childhood Success (treasurer of the          marketing, networking, registration, and      items for the bank to execute. She is a      “When our board of directors hired Terri,
board), and Rocky Mountain Conservancy       manufacturing exhibitor training,” Juker      true asset to the bank and is considered     neither we nor she knew for certain whether
(board treasurer and executive               said. “Lisa brought funding opportunities     a pillar of strength for FMS Bank.           she’d be able to ‘change gears; from being
committee member).                           to our nonprofit organization, which was         With her leadership and expertise,        COO of a $1.3 billion credit union with a
   Kraft’s leadership abilities show in      vital to execute the high school summer       FMS Bank will be able to position itself     large team of support staff to being the sole
her community roles. She has the ability     internship program that is hosted             as a leader in Northern Colorado and         first employee of a rare startup credit union
to see the big picture and has a very        by NoCo Manufacturing Partnership.            community banks across the nation.           that had an unprecedented and exclusive
high capacity to balance life with a         Her leadership in raising awareness                                                        focus on clean energy lending.”
young family, being the branch president     of the benefits of the organization                                                           In Clean Energy Credit Union’s first
of Bank of Colorado, and all of her          to manufacturers in the community                                                          three years of operations, Mickelsen has
community involvement.                       has made a positive impact on the                                                          successfully led its growth from the pre-
                                             organization’s mission.                                                                    charter phase, without a single dollar in
                                                “Lisa has made an impact on                                                             deposits, and with strict regulatory oversight
                                             the CareerRise Summer Internship                                                           every step of the way (due to being both
                                             Program (funding), NOCOM Trade                                                             a “de novo” credit union and for having
                                             Show (fundraising, marketing, speaker                                                      unique focus on clean energy lending)
                                             recommendations, phone calls and                                                           to turning the corner to profitability (two
                                             emails, and event day volunteering),                                                       years earlier than projected), Jones said.
                                             and membership recruitment (referring                                                      The credit union has now grown to more
                                             any manufacturers to the free                                                              than 20 employees and has made more
                                             organization). Lisa is reliable, passionate                                                than 4,000 clean-energy loans throughout
                                             and a respected leader in the Northern                                                     the country, totaling more than $55 million,
                                             Colorado Manufacturing Partnership. She                                                    without a single delinquency or default,
                                             understands the organization’s mission                                                     Jones said. “Terri Mickelsen is the best CEO
                                             and supports members with altruism                                                         we ever could have hoped to find for leading
                                             while interacting with manufacturers.”                                                     Clean Energy Credit Union, and she’s only
                                                Leveillee also volunteers with other                                                    just getting started as Clean Energy CU
                                             organizations, including the Larimer                                                       helps disrupt the retail banking sector and
                                             Small Business Development Center,                                                         transition it to adopt clean energy lending to
                                             Loveland Chamber of Commerce,                                                              meet the financing needs of one of the most
                                             Loveland Business Development Center                                                       important and fastest growing markets of
                                             and the Loveland Downtown Partnership.                                                     the 21st century,” Jones said.
NOTABLE WOMEN Banks & Credit Unions - Executives in the region's banking & credit unions - BizWest
40   |   BizWest | May 2021                                                                                                                www.bizwest.com

     Notables in Boulder Valley and Northern Colorado
          BizWest’s roundup of leaders making a difference throughout our region.
          Nominate at: events.bizwest.com/notables
                                                    June 2021— Recognizing women who set legal precedents, winning
          NOTABLE WOMEN                             big cases for their clients, and mentoring the next wave of women in law –
          LAW                                       all while finding ways to give back to their communities.
                                                    Nomination Deadline: May 7, 2021

                                                    July 2021— Profiling accomplished individuals in the fields of
          NOTABLE LEADERS                           construction, commercial/industrial design, architecture, and engineering.
          Architecture, Engineering, Construction
                                                    Nomination Deadline: June 4, 2021

                                                    August 2021— Honoring a woman involved in tax preparation,
          NOTABLE WOMEN                             financial statements, financial planning, forensic accounting, internal auditing,
           ACCOUNTING
                                                    and income tax, helping their clients and employers thrive.
                                                    Nomination Deadline: July 2, 2021
                                                    September 2021— The executives on this list are shaping their own
          NOTABLE LEADERS                           organizations as well as the path forward for youth in the industry. They
           MANUFACTURING                            are the backbone of the American economy.
                                                    Nomination Deadline: August 6, 2021

                                                    October 2021— Recognizing Women in Healthcare who are leading
          NOTABLE WOMEN                             their teams through the COVID-19 crisis.
           HEALTH CARE                              Nomination Deadline: September 3, 2021

                                                    November 2021— Outstanding women who recruit, attract, retain,
          NOTABLE WOMEN                             and engage employees, and help manage the rapid change every business
           HUMAN RESOURCES                          must navigate today.
                                                    Nomination Deadline: October 8, 2021

                                                    December 2021— These women help individuals and companies
          NOTABLE WOMEN                             procure insurance for themselves, their homes, their businesses.
           INSURANCE
                                                    Nomination Deadline: November 5, 2021

                                                    January 2022— This category recognizes leaders from a wide range
          NOTABLE LEADERS                           of sectors who have demonstrated the power to advance their industries,
           MINORITIES                               workplace equality and civic engagement in our region.
                                                    Nomination Deadline: December 3, 2021

           BizWest
                                          Place your advertising message in BizWest
                                                                                              For more information, contact Sandy Powell:
                                          to align your company with your industry or
                                                                                                970-218-0538 – spowell@bizwest.com
                                          congratulate a Notable winner.
NOTABLE WOMEN                                                                BizWest | May 2021         41
www.bizwest.com
NOTABLE WOMEN                                                             Banks & Credit Unions
                                                                                                                                                                             |

Banks & Credit Unions

STEPHANIE                                    ELIZABETH                                      NANCY                                        ANGELA
MILLER                                       MILLION                                        PATTON                                       PENLAND
INBANK                                       ELEVATIONS CREDIT UNION                        CANVAS CREDIT UNION                          FIRST NATIONAL BANK OF
                                                                                                                                         OMAHA
VICE PRESIDENT, PRIVATE                      SENIOR VICE PRESIDENT                          FINANCIAL EDUCATOR
BANKER                                       MORTGAGE SALES                                 AND COMMUNITY                                BRANCH MANAGER
                                                                                            COLLABORATOR
Years in banking: 18                         Years in banking: 25                                                                        Years in banking: 20
                                                                                            Years in banking: 20
College attended: University
of Colorado-Boulder                                                                         College attended: Colorado
                                                                                            State University

   “If you were looking for the definition      Elevations calls Elizabeth Million             The Larimer County Workforce                 Angela Penland is the branch manager
of community banking, you would find         “original and ambitious, constantly seeking    Development Board nominated Nancy            of one of FNBO’s largest locations. She
Stephanie Miller’s photo. Stephanie          opportunity in individuals and situations.     Patton for the Notables award. “Nancy        is passionate about developing people
continuously shows that community is         Her inspirational ideas, sharp intellect and   Patton has been a leader on the Larimer      on her team and is leaned upon to help
at the very heart of banking,” according     objective thinking during COVID was and        County Economic and Workforce                develop peer managers as well.
to Barbara Pennell Jaynes, founder of        is a wonderful asset to our credit union, as   Development Board for more than 10              Penland advocates for her customers
Positively-Funded and Miller’s nominator.    we, Elevations Mortgage, had our best year     years,” Jacob Castillo, Larimer County       and employees endlessly. She works with
   Miller has coordinated and hosted         in Elevations history.”                        economic development director, said in       the bank’s senior management team
numerous area events to bring the               In 2020, Elevations Mortgage wrote          the nomination on behalf of the board.       on many special projects to ensure a
neighborhood, nonprofits, and small          $3 billion in mortgages, doubling its 2019     Patton currently serves on the executive     positive customer and employee impact.
businesses together. These include a         numbers. Those loans helped 8,084 people       committee and as WDB treasurer.              She also is an important partner when
community carnival, small business expo,     or families finance homes in 2020.                “Nancy’s leadership has been              working with other departments of the
nonprofit expo, and blood drives. And,          “Her team is recognized as the No. 1        instrumental in the development of           bank, to include the wealth management
she’s partnered with local organizations     credit union mortgage lender in Colorado,      initiatives that improve the financial       customers.
such as A Precious Child to promote toy      the No 1. mortgage lender in Boulder           health of people and communities in             Penland has a unique leadership style
drives and school supply donations at the    County, and a top three mortgage lender        Northern Colorado. Nancy is a natural        and often works to find solutions to
bank to help those less fortunate in the     in Broomfield and Larimer counties,”           collaborator whose ability to find           issues at the same time she develops
area.                                        community manager Ashley Reed said.            connections and build relationships have     employees. She has a way of getting
   “When COVID-19 changed the way               Million joined as a mortgage loan officer   allowed her to realize success in bridging   employees to identify their strengths
we could gather, it didn’t stop Stephanie    in 2011, was promoted to vice president of     the gap between local government,            and weaknesses without actually asking
from leveraging her professional skills      mortgage lending in 2012 and promoted          the business community and other             them. Her listening skills are incredible,
and connections to support the public.       again to senior vice president of mortgage     community services. Nancy brings energy,     according to the nomination for this
As the president of the Superior Chamber     sales in 2020. She’s grown her department      reliability, vision and financial acumen     award, which is part of how she can get
of Commerce, Stephanie challenged            from eight employees to more than 80,          gained from her decades of experience in     employees to realize things on their own.
the chamber to serve its members in          with 65% of them recognized nationally as      the financial sector.”                       She often will “vote no with a better
need and the residents of southeast          2020 Top Originators by Scotsman Guide.           In Patton’s own words: “Collaboration,    answer” when she identifies a process
Boulder County. Under Stephanie’s               “She led the first CARES Act forbearance    connection, relationship, education, and     that isn’t working.
leadership and with the dedication           training for Elevations’ mortgage staff and    community are some of the amazing               Penland is passionate about the
of executive director T.J. Sullivan, the     personally called members in the evenings      aspects of my daily work in credit unions    community and has volunteered for many
Superior Chamber has been instrumental       who needed mortgage support. Even              and financial education. It is such an       organizations, some of which include
in keeping the community connected           more, Elizabeth hosted two online town         honor to work together with individuals      the Larimer Humane Society, Crossroads
to resources, providing support to both      halls for hundreds of Colorado Realtors        and organizations focused on pulling         Safehouse and Book Trust. In her free
frontline workers and local restaurants,     to share information on how to support         together ideas, resources, and talents.      time, Penland has authored several
and encouraging residents to shop locally    homebuyers during the pandemic. Also in        [That] always creates better results than    published short stories and will have her
instead of online.                           2020, Elizabeth and her team participated      trying to operate in competitive silos!”     first novella published in 2021.
   Miller also worked the Small Business     in a rigorous examination process that
Administration’s PPP program to help         helped Elevations achieve a second
local businesses keep employees on the       Malcolm Baldrige National Quality Award,
payroll. “She was a trusted resource         the highest U.S. presidential recognition
for clients and made herself available       for performance excellence. Her team’s
round-the-clock to answer questions          mortgage processes and results were one
and understand their concerns. Just          of several key areas that helped Elevations
like her approach to giving back to          achieve this honor,” said Jennifer Ramirez,
the community and her leadership of          chief experience officer for Elevations.
the chamber, Stephanie approaches               She is certified through the Department
her customers’ needs with openness,          of Regulatory Agencies to teach continuing
empathy, and a genuine desire to help,”      education classes to Realtors, and she
Pennell Jaynes said.                         serves on Realtor boards around the region.
42   |   BizWest | May 2021                                                                                      www.bizwest.com

     PROUDLY
     SUPPORTING
     WOMEN
     IN BANKING.
     CONGRATULATIONS
     We are proud to honor our outstanding
     employees for their recognition as one of
     BizWest's 2021 Notable Women in Banking.

     Gretchen              Angie     Karen           Lisa
       Wahl               Penland   Sorensen       Leveillee
     Sr. Director,         Branch   Director,     Sr. Advisor,
     Community            Manager   Branch        Community
       Banking                      Banking        Banking

                                                                              s tephani e miller
                                                   Member FDIC
                                                                      2021 NOTABLE WOMEN IN BANKING

                                                   Thank You
                                                    to our dedicated staff !
                                                    Their commitment to:
                                                    •   Following the ever-changing guidance and policies
                                                    •   Wearing PPE each and every day
                                                    •   Testing, testing, testing, and oh yes, more testing
                                                    •   Taking the mandated vaccine as we believe this is the only way
                                                        out of this pandemic

                                                           We are on our way, always ready to care for older
                                                              adults through our facilities and services.

                                                    We want to thank Walgreens and UCHealth for vaccinating our
                                                 ”‡•‹†‡–•ƒ†•–ƒơƒ–ƒŽŽŽ‡˜‡Ž•‘ˆ‘—” ƒ”‡Ȃ‹†‡’‡†‡–ƒ†ƒ••‹•–‡†
                                                                Ž‹˜‹‰ǡ’ƒ–‹‘Š‘‡•ǡƒ†skilled nursing!

                                                                    ColumbineHealth.com
NOTABLE WOMEN
NOTABLE WOMEN
www.bizwest.com
                                                                           Banks & Credit Unions                                                      BizWest | May 2021     |   43
Banks & Credit Unions

JULIE                                          LORNA                                        ADNA                                         MARIETA
PIEPHO                                         REEVES                                       ROMERO                                       SADE
ADAMS BANK & TRUST                             GREAT WESTERN BANK                           ANB BANK                                     BOK FINANCIAL
PRESIDENT - CONSUMER                           PRIVATE BANKER                               VICE PRESIDENT                               VICE PRESIDENT
BANKING                                                                                                                                  RELATIONSHIP MANAGER,
                                               Years in banking: 30                         Years in banking: 20
                                                                                                                                         COMMERCIAL BANKING
Years in banking: 44
                                               College attended:                            College attended: California
                                                                                                                                         Years in banking: 20
College attended: University                   MetroTech; Graduate School                   State University
of Wyoming                                     of Banking at Madison,
                                               Wisconsin

   Julie Piepho has been in an executive          Prior to joining Great Western Bank,         Adna Romero is an “accidental                “Marieta Sade is without question
leadership role at Adams Bank & Trust, a       Lorna Reeves ran private banking for         banker” who grew a part-time job into a      the most professional and tireless
family-owned and operated community            multiple community banks within the          lifetime career when she fell in love with   advocate we have had the pleasure of
bank, for the past 12 months, serving          Northern Colorado market for more than       the banking industry 20 years ago.           working with in our commercial banking
as president of consumer banking. She          30 years. Since joining GWB’s private           Romero takes pride in providing           relationships — ever,” said Maria
worked in a consultant capacity for            banking team with Kristi Benningsdorf,       financial advice to small business owners    Uspenski, the CEO of The Tea Spot, a
several years before joining the bank.         she has brought a new focus and a lot of     and low income borrowers working to          client of the bank.
“Anyone who has been around Julie will         energy to the private banking line at GWB.   achieve home ownership. She embodies            “She works on our behalf as diligently
immediately recognize the passion and             Reeves has generated a significant        ANB’s belief that people matter. She         and energetically as any vested
commitment she brings to the industry.         amount of new business in the past           seeks to build true relationships with       employee at The Tea Spot. There are
Her dedication to cultivating relationships,   12 months, bringing clients who are          her clients, regardless of their financial   many opportunities that our business
community involvement, and employee            overjoyed that she is back in banking and    position.                                    would not have had the chance to pursue
engagement is unmatched and has made           available to be their banker.                   As a generalist lender, Romero is a       without the intelligent counsel and
her a perfect fit with the culture of our         She serves on the board of the            trusted adviser for all of her customers’    assistance of BOK Financial, including a
organization,” bank marketing director         United Way of Larimer County, having         lending needs. She is a resource for         revolving line of credit that allows us to
Lana Shaw said in nominating her.              volunteered on other committees for more     first-time home buyers with a mortgage       carry large customers on terms and an
   Piepho’s leadership — built on              than five years. In addition, she serves     need or mobile home owners looking to        SBA loan, which allowed us to develop
coaching and a commitment to                   on the board of the Northern Colorado        refinance out of a high interest rate.       new product technology,” Uspenski said.
connecting personally with her team            Community Foundation as well as the             Romero is a small business lender.           “When the Payment Protection
— has taken the bank’s mortgage                Habitat for Humanity selection committee     She guides clients through the SBA 504       Program was announced last Spring,
team to new levels. In nine months, her        board. Reeves is dedicated to the private    loan process when they are looking to        Marieta worked through Easter weekend
department increased its volume by 49%         banking industry and works seamlessly        build or expand their businesses. She        to ensure her customers were submitted
while expanding positions in sales and         with GWB’s wealth management and             is a business adviser, guiding business      in the first wave of applications. Marieta
operations, bringing strategic alignment       trust lines of business, always with the     owners through budgeting and how             Sade is that rare champion outside our
to increase efficiency and develop career      intention of doing what is in the best       to improve monthly cash flow with            company who is directly responsible for
succession paths.                              interest of the client.                      operating lines of credit.                   making us a more successful business.
   She was awarded the bank’s 2020                                                             She works hard to meaningfully            She gives her all for her clients, and is
Sting Award, which is presented to the                                                      impact the lives of those she assists. She   effective — which is why I feel she is
AB&T team member who best competes                                                          is a leader in bringing the value of the     entirely deserving of this nomination.”
in their field and grows their department.                                                  community banking model to Loveland
She serves on multiple internal                                                             and the larger Larimer county.
committees, assisting the strategic                                                            In 2021, Romero continues to work to
direction of the bank and the day-to-day                                                    help business owners impacted by the
safety and soundness.                                                                       pandemic with PPP loan originations
   In the community, Piepho is treasurer                                                    as well as the PPP forgiveness process.
of Animal Friends Alliance and co-chair of                                                  ANB’s personal approach with these
its $2.6 million capital campaign. She is                                                   business borrowers means that Romero
vice chairman of the Colorado Mortgage                                                      personally guides each customer through
Lenders Association Board of Governors                                                      the process, reviews their documentation,
and participates on its advocacy                                                            and completes the submission to the SBA
committee. She is the secretary of the                                                      portal.
Certified Mortgage Bankers Society and                                                         Romero is also committed to giving
is on the board of the Everitt Real Estate                                                  back. She serves on the Family Selection
Center at Colorado State University.                                                        Committee of Loveland Habitat for
   “Julie’s dedication to developing the                                                    Humanity and is a long-term Rotarian.
next generation of banking professionals,                                                   She represents ANB Bank at the
and coaching them toward their own                                                          Loveland Chamber of Commerce and
success, is perhaps the most noteworthy                                                     has led donation drives for the House of
of all,” Shaw said.                                                                         Neighborly Service.
44   |   BizWest | May 2021                                                                            www.bizwest.com

         CONGRATULATIONS!
         BBB TORCH AWARDS FOR ETHICS WINNERS
         Congratulations to the 2021 BBB Torch Awards for Ethics winners
         who were honored during a virtual event on April 22. Thank you to
         all who attended!

         Our award winners are recognized for implementing and following
         ethical leadership principles within their organization and with their
         customers. They also better our communities by committing to give
         back to the community that supports them.

                                2021 BBB TORCH AWARDS FOR ETHICS WINNERS

             The course is calling.

                                                                Lake Valley Golf Club
                                                                May 26, 2021 • 7:30 a.m. - 2 p.m.
                                                                Space is limited! Book your round today at
                                                                BOULDERCHAMBER.COM/GOLF2021

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NOTABLE WOMEN
NOTABLE WOMEN
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                                                                            Banks & Credit Unions                                                     BizWest | May 2021     |   45
 Banks & Credit Unions

KARIS                                          JENNY                                         KAREN                                       NICOLE
SCHNEIDER                                      SCHULTZ                                       SORENSEN                                    STAUDINGER
BANK OF COLORADO                               GREAT WESTERN BANK                            FIRST NATIONAL BANK OF                      FIRSTBANK
                                                                                             OMAHA
BRANCH MANAGER                                 REGIONAL CREDIT                                                                           NORTHERN COLORADO
                                               MANAGER                                       DIRECTOR BRANCH                             PRESIDENT
Years in banking: 16
                                                                                             BANKING
                                               Years in banking: 20                                                                      Years in banking: 24
College attended: Front
                                                                                             Years in banking: 36
Range Community College                        College attended: Colorado
                                               State University

   Karis Schneider, nominated by the              “Jenny [Schultz] has to have more             Karen Sorenson, director of branch          “Nicole [Staudinger] is a dynamic
United Way of Larimer County, made a           than 24 hours to her day, because the         banking for FNBO, has been instrumental     leader who encourages excellence in all
big impact in her role with the nonprofit      amount of work she produces would take        in the success that the bank has            those around her. Nicole has challenged
as a representative of Bank of Colorado.       me more than 24 hours. I have never           experienced in Colorado retail banking,     the status quo and encouraged
She is the campaign coordinator for the        met a more efficient worker than Jenny,”      said her nominator, Gretchen Wahl,          excellence in every organization she
United Way campaign. In her first year as      according to her nominator, Bryan Guest,      community manager for the bank.             has touched,” said her nominator, Ann
coordinator, Bank of Colorado doubled its      group president for Great Western Bank.          “Sorenson has worked tirelessly over     Hutchison, CEO of the Fort Collins Area
donations and raised more than $17,000            Schultz is responsible for the bank’s      the past year, during the pandemic,         Chamber of Commerce.
for victims of the Larimer county fires.       Colorado and Arizona markets and is           to make sure our branch system was             “We often see business leaders
   Schneider has been heavily involved         CO and AZ markets appreciated by all          working for our customers despite having    ‘bulldoze’ their way to solutions —
with the nonprofit piece of the banking        of her co-workers, Guest said. She has        to be closed to in person meetings.         but that is not Nicole. Her courage
business for years. She encourages others      held multiple positions within the bank,      She implemented new procedures and          to ask hard questions, willingness to
to give their time, talent, and treasure and   including loan assistant, lender, business    processes to make sure we had all           demonstrate excellence and invitation
does much of this on her own time, and         banking manager, market president and         the capabilities in a remote working        to others to be a part of a solution
with a smile.                                  now credit manager.                           condition as we would if you came into      have been key to her ability to make a
   “In the two years I have known                 When she was a loan officer, she           the bank in person,” Wahl said.             difference.
Karis, she has always encouraged her           handled some of the area’s complicated           FNBO has 24 branches in Colorado            “Nicole has embraced new ways of
co-workers to get involved. I nominated        credit arrangements and has experiences       and each community needed to be             doing things to move organizations
her as the coordinator last year because       ranging from USDA, SBA, A&D, and C&I          monitored based on current levels of        forward while encouraging personal
of the hard work and leadership skills         loan structures. Currently, she manages       risk. While some branches were open         investment and dedication by all those
she showed as a contributor. She has           credit departments in multiple states. This   others were not. Managing the different     around her. She has provided leadership
a passion for giving, which is rare in         requires her to be knowledgeable of the       delivery methods was a challenge, Wahl      to key organizations that are better today
this world and never asks for anything         current economic conditions of a vast         said. Sorenson has led retail banking for   than they were before Nicole led them.
in return. Her actions have helped             geographic area.                              FNBO for years, and the bank has grown      She shares her vision and energy without
hundreds of Larimer County residents,”            Guest said she is extremely intelligent,   market share under her leadership.          hesitation while encouraging others to
said nominator Brad Turner, corporate          has extensive industry experience, and           She is involved in the ways the bank     be a part of the solution. Nicole’s grace,
engagement manager for the United Way.         as the bank’s regional credit manager         gives back to the communities through       confidence and hard work have made
                                               always tries to come up with a structure      its Impact Fund, sponsorships and           our community better. Nicole brings
                                               that will work for both Great Western         donations.                                  a sense of joy to every conversation,”
                                               Bank and the customer.                                                                    Hutchison said.
46   |   BizWest | May 2021                                                                                                                    www.bizwest.com

                                                                              Congratulations
                                                                             Freyja Troop!
                                                                      In her role as assistant vice president of Alpine Bank
                                                                     Boulder, Freyja is recognized as a leader in banking in
                                                                  Colorado. A native of Australia, she's now a key member of
                                                                  the Boulder banking community. When Freyja isn’t helping
                                                                   bank customers, she’s likely spending time with her family
                                                                   or volunteering with nonprofits like Harvest of Hope and
                                                                                         Growing Gardens.

                                                                             INDEPENDENCE • COMMUNITY • COMPASSION • INTEGRITY • LOYALTY

                                                                                           ALPINEBANK.COM • MEMBER FDIC

                                                                                Y O U S P E A K B U S I N E S S.
                                                                               W E S P E A K B A N K I N G.

                                                                             Surely we can find some common ground.

                                                                             Banking is about engaging in the conversations
                                                                             necessary to build, strengthen, and accomplish
                                                                             financial goals.

                                                                             That’s the language we speak at Vectra. We’re
                                                                             here to listen. We’re here to help your business
                                                                             succeed, and with branches in Boulder and
                                                                             Longmont, we’re local.

                                                                             Contact us today to learn more about the resources
                                                                             and relationships that can help you and your
                                                                             organization grow.

                                                                                                                                     vectrabank.com
                                Big Enough To Count / Small Enough To Care                                                             866-4VECTRA
                                                                                                          A division of Zions Bancorporation, N.A. Member FDIC
NOTABLE WOMEN
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NOTABLE WOMEN                                                             Banks & Credit Unions                                                     BizWest | May 2021     |   47
Banks & Credit Unions

FREYJA                                        SUE                                          GRETCHEN                                    NICOLE
TROOP                                         WAGNER                                       WAHL                                        WALUSIS
ALPINE BANK                                   BANK OF COLORADO                             FIRST NATIONAL BANK OF                      FIRSTBANK
                                                                                           OMAHA
ASSISTANT VICE PRESIDENT                      SENIOR VICE PRESIDENT                                                                    SENIOR VICE PRESIDENT
                                                                                           COMMUNITY MANAGER
Years in banking: 22                          Years in banking: 20                                                                     Years in banking: 17
                                                                                           Years in banking: 25
College attended: Tasmania                                                                                                             College attended: University
TAFE management                                                                            College attended: Penn                      of Colorado-Denver; Masters
                                                                                           State University; Stonier                   University of Colorado-
                                                                                           Graduate School of Banking                  Denver

   Freyja Troop works with all Alpine Bank       “Sue Wagner is one of the most               Gretchen Wahl is an accomplished,           Nicole Walusis didn’t sit out the
customers as if they are family, making       professional, dedicated and enthusiastic     progressive and results-oriented banking    pandemic, even though she could have.
sure they get what they need and that         people on our team. Her years of service     executive, as well as a dedicated           Here’s how her nominator, co-worker
they understand every step of the loan        and dedication to her customers and her      community liaison, with a personal          Kristen Bernhardt, tells the story:
process.                                      community extend well beyond working         commitment to growing relationships            “Nicole gave birth to her son on March
   Troop also serves a key role in leading    hours. From sitting on the board of the      inside and outside of the bank, according   6, 2020, right when the COVID pandemic
the Boulder branch staff. She is in charge    Boys and Girls Club of Larimer County to     to Nathan Ewert, regional vice president    was developing. As the state shut down
of establishing and measuring quarterly       countless other charitable organizations,    of FNBO who nominated her for the           and businesses pivoted to working from
performance goals, designing team             Sue shows her love for community             Notables award.                             home and revamping to serve their
training and activities to engage every       through action,” said David Finkelstein,        Areas of community engagement            customers in a new way, Nicole was
member and keeping the workplace              director of marketing at the bank.           that she has been involved with over        not content just to sit on the sidelines
engaging and fun. She serves as a role           “As a banker, her goal is to always       the years include: Colorado Economic        and watch. When the SBA’s PPP loan
model and mentor to the other young           do right by her customers, ensuring          Development Council, Boulder Economic       program was announced, banks all over
career professionals in the branch.           the highest level of care and service        Council, VIA Mobility Services, Impact      the country were scrambling to learn
   Troop volunteers extensively in the        is provided by her and the team she          on Education, YWCA of Boulder &             the program and quickly deploy funds to
Boulder community. She helped establish       manages. Having been involved in             Broomfield counties, Mental Health          businesses. Nicole could have continued
running programs like Mountain Tracks         banking on many levels, Sue’s knowledge      Partners, Business & Professional Women,    on with her scheduled maternity leave,
to encourage school kids to live healthy      of the industry is unmatched. [She’s a]      Pikes Peak Community Foundation — to        but instead she chose to help her team
lifestyles and to learn to love running;      constant resource for her team and her       name a few.                                 and her community.
creating fundraising races like the Turkey    customers seeking advice. No matter             Wahl has been with FNBO for just            “She sought permission from HR to
Trot, so that proceeds can support critical   what comes her way Sue greets it with        over a year but her leadership ability      come back early from maternity leave so
non-profits such as Harvest of Hope Food      a kind attitude and a friendly demeanor,     to successfully connect and collaborate     she could join the efforts with her fellow
Pantry; and even lending her time and         always at the ready to offer a solution or   has shown just how valuable she is          bankers. In between the many demands
skills to the community work of Growing       lend a helping hand.                         and can be for the community and the        of caring for a newborn, Nicole processed
Gardens. She challenges the rest of the          “There are many wonderful people          bank. She immediately had to build          PPP loans to ensure businesses would be
Boulder branch staff to volunteer in the      who work for Bank of Colorado, but           a team, establish trust, all during an      able to continue to pay their employees.
community as well.                            there’s only one Sue Wagner,” he said.       unprecedented time of her direct reports    With Nicole’s help, FirstBank provided
                                                                                           working remotely and the world going        more than 14,000 PPP loans totaling
                                                                                           through a pandemic. She helped drive        over $1 billion.
                                                                                           the Colorado FNBO banks deliver more           “I am proud to work with someone
                                                                                           than 3,000 PPP loans for $300 million,      so selfless and this generosity is what
                                                                                           ultimately helping save an estimated        defines Nicole’s leadership style. No
                                                                                           30,000 jobs. She is a fierce advocate       matter what is on her plate, she is
                                                                                           for small business and an outstanding       quick to lend a hand to her team, her
                                                                                           leader in the community and inside the      customers, and the Northern Colorado
                                                                                           bank. She had and continues to make         community. Nicole somehow gets more
                                                                                           a significant difference in the Boulder     done in a day than most others can do
                                                                                           Valley.                                     in a week. She efficiently oversees three
                                                                                                                                       bank branches while being one of the
                                                                                                                                       top loan producers year after year.”
                                                                                                                                          Walusis is active on committees at the
                                                                                                                                       bank as well as providing leadership as a
                                                                                                                                       board member for Book Trust.
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