Erin Olson
Lead managing director and tax practice lead, CBIZ MHM
Erin Olson has more than 18 years of experience in public accounting, all at CBIZ MHM. Today, she’s the lead managing director and the tax practice lead in the Cleveland,
Notable Women in Banking & Finance 2022
Our Notable Women in Banking and Finance have set the standard for crunching numbers and leading their teams to sustainable company growth. They also take time outside the office to mentor students, working mothers, and young professionals in the industry. Meet TCB’s Notable Women in Banking and Finance.
Methodology: The individuals featured did not pay to be included. Their
profiles were drawn from nomination materials. This list is not comprehensive; it includes only people who were nominated and accepted after editorial review. To qualify for this list, individuals must have at least five years of experience in their field and have shown the ability to effect change in their roles or areas of practice.
To nominate other best-in-class executives in their fields, click here.
Pilar Oppedisano
Executive director and Minnesota market manager, J.P. Morgan Private Bank
Pilar Oppedisano oversees a team of 25 investors, bankers, and advisors for J.P. Morgan who provide high-net-worth individuals, foundations, and endowments with financial advice to grow and preserve their wealth.
Heather Plumski
Executive vice president and chief financial and strategy officer, Stearns Bank
Heather Plumski started her career at Stearns Bank in 2005. Today, she’s responsible for the St. Cloud bank’s financials and reporting, collaborating with senior management to devise effective plans and
Kristin Printon
Co-founder and vice president, Moxie Wealth Management
Kristin Printon has been a wealth advisor affiliated with North Star Resource Group since 2011. Early on, she found that her mindset was aligned with attorneys and law firms, which
Jenny Senecal
Senior vice president and deputy chief credit officer, Bell Bank
Jenny Senecal oversees the entire credit function for Minneapolis and Phoenix, the two fastest-growing markets for Fargo-based Bell Bank. She’s built loan portfolios from the ground up in both markets
Nikki Sorum
Senior vice president, Thrivent Advisors, Thrivent
As senior vice president of Thrivent Advisors at Minneapolis-based Thrivent, Nikki Sorum leads 4,000 financial professionals and staff serving 2.3 million clients nationwide. She oversees the organization’s affiliated distribution channels,
Karin Taylor
Chief risk officer and executive vice president, Alerus
Karin Taylor has spearheaded Grand Forks-based Alerus’ ongoing pandemic response from the Minneapolis office. She led implementation of safety measures before state and federal policies were developed. Under her guidance,
Marlene Trageser
Senior vice president and chief information officer, 215 Holding Co. and First Farmers & Merchants Banks
Marlene Trageser began working at First Bank Luverne in the early 1980s as a customer service representative. When the bank was sold to Minneapolis-based 215 Holding Co. in 1987, she
Katie Wahlquist
Chief administrative officer, Star Bank
As national banks leave rural Minnesota communities, Maple Lake-based Star Bank is still growing. Chief administrative officer Katie Wahlquist oversees the bank’s marketing, HR, and compliance departments, in addition to