Centier Bank Promotes Simon Coleman to Vice President
Centier Bank Promotes Simon Coleman to Vice President
News Release
Centier Bank has announced that Simon Coleman has been promoted to Vice President. Based in the Crown Point office, Coleman’s promotion furthers Centier’s goals to deliver the best solutions to reach clients’ long-term financial goals.
Coleman works closely with clients and their families to identify financial goals, build tailored savings and investment plans, and determine opportunities for successful retirements. Coleman will continue to work with clients in his new role alongside a team of experienced professionals who are passionate about providing excellent customer service and building long-term relationships with clients.
“Simon has been a key member of the Centier team since he joined in 2019,” said Pam Borrmann, Investment Services Compliance Officer at Centier Bank. “He consistently builds a strong rapport with clients, advising them with sensible investment ideas while easing financial worries.”
Coleman joined Centier as a Junior Financial Advisor before being promoted to Associate Vice President and now Vice President. He is an Accredited Investment Fiduciary (AIF); Certified Retirement Counselor (CRC); and is Series 7, Series 66, Securities Industry Essentials (SIE), and Life and Health Insurance certified.
“I’m proud to continue helping clients build a plan toward a successful retirement while bringing Centier’s services to more community members,” said Coleman. “Centier provides a warm, welcoming environment and deeply cares about the communities we serve, and I look forward to continuing to play a role in sharing that with more clients.”
Coleman and his family live in Valparaiso, Indiana. Outside of work, he enjoys spending time with his family and is an avid sports fan who plays in local soccer leagues. He is a graduate of Manchester University.
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