CHARLOTTE, N.C. – June 28, 2018 – Regions Bank on Thursday announced Terry Katon, Charlotte-based head of Capital Markets for the bank, as well as CEO of Regions Securities, has been appointed to serve as Charlotte Market Executive for Regions.
Katon and leaders from all of Regions’ business groups in Charlotte – including Consumer Banking, Corporate and Commercial Banking, and Private Wealth Management – will work collectively to leverage their local experience and market insights to expand Regions’ client base throughout the Queen City and beyond. Further, as Market Executive, Katon will work with colleagues and community leaders to identify opportunities for the bank and its associates to make a meaningful difference in response to community needs.
“Regions Bank is focused on working closely with local customers and listening to the needs of our communities as we deliver financial services and community support that are designed to make a valuable difference in Charlotte and surrounding areas,” said Grayson Hall, Regions Chairman and CEO. “Terry’s expertise, combined with the experience of our entire Charlotte leadership team, will help Regions further strengthen its focus on this vibrant area. We are committed to the success of our communities and to consistently developing new ways to serve.”
A veteran Charlotte banking executive, Katon joined Regions in 2009 as Managing Director and head of the bank’s Commercial Syndications business. In 2012, Katon was named head of origination for Regions’ broker-dealer subsidiary, Regions Securities LLC. He was named head of Capital Markets and CEO of Regions Securities in 2014 and will continue to serve in these capacities as he assumes the Market Executive role. Prior to joining Regions, Katon served for 12 years at Banc of America Securities and for seven years with Wachovia Capital Markets.
“Regions offers a comprehensive set of services, from individual banking to complex corporate financing, and our local leadership team, across all departments, is focused on delivering the capabilities of the entire bank for the benefit of the customers we serve,” Katon said. “If you are a Corporate Banking client, our Consumer Banking division stands ready to meet your personal banking needs. If you are a customer at one of our bank branches, our Private Wealth Management division is here to help you reach your investment goals. We deliver one comprehensive team of professionals who work across business lines to meet the needs of our clients.”
In addition to Katon, Regions’ Charlotte leadership team includes Amy Garnett, Consumer Banking Manager responsible for Regions’ branch-banking operations across North Carolina. Garnett and her team are also planning the launch of Regions’ newest bank branch, which will open at the base of the 615 South College building in Uptown in July. Garnett rejoined Regions in 2014 following successful tenures with Bank of North Carolina and First Citizens Bank. She previously worked for Regions from 2006 until 2010 and spent six years working for Bank of America beginning in 2000.
Further, the local leadership team includes Jeff Brinkman, Regions’ Commercial Banking Leader covering North Carolina. Brinkman is a 29-year veteran of the financial services industry and oversees a team of experienced professionals who deliver a variety of specialized services for business clients across the state. Brinkman joined Regions in 2013 and previously served in commercial banking roles for Fifth Third Bank, KeyBank and Sky Bank.
Also, Dennis Blue of Regions Private Wealth Management leads the company’s team of investment professionals in metro Charlotte. As Private Wealth Area Business Manager, Blue and his team serve high net worth and ultra high net worth clients through customized solutions designed to accomplish a variety of investment objectives. Blue joined Regions in 2017 after serving as Wealth Director for PNC Wealth Management. In the industry since 1984, Blue has provided financial guidance to individuals, families, corporations, foundations and municipalities through numerous economic cycles.
Additional Regions executives based in Charlotte lead teams serving clients throughout the company’s 15-state footprint as well as in specialized markets and industries across the country. Those executives include Brian Tate, Executive Managing Director and Group Head of Energy and Natural Resources, which serves over 300 energy clients nationwide. Tate, a 28-year banking veteran, and his team based in Charlotte, Houston and Jackson, Miss., are seasoned, experienced bankers who serve a range of clients in the energy and power industries, including through a variety of market cycles. Tate joined Regions in 2014 following a 24-year career as an energy specialist focused on corporate finance advisory and capital raising in the energy and power industries at Wells Fargo Securities in Charlotte and Chase Manhattan Bank in New York.
Also, David Sozio serves as a Managing Director and is a Group Head of Specialized Industries for Regions. Sozio joined Regions in 2011 and founded the Technology, Media and Communications banking group as well as the Defense, Aerospace and Government Services banking group. Sozio currently leads both of these industry practices and maintains oversight responsibility for Regions’ Financial Services investment banking group. Prior to joining Regions, Sozio spent 12 years in leadership roles for Wachovia Securities as well as 10 years in Corporate Banking and Corporate Finance roles for NationsBank.
“Regions’ leaders in Charlotte are defined by offering an unparalleled level of experience, insights and collaborative teamwork, which all benefit the diverse and growing range of clients we serve,” Katon concluded. “We are uniquely positioned to offer the comprehensive services of a larger bank while also providing local leaders and individual bankers who are constantly in touch with the needs of our clients and communities. I am honored to lead the collaboration of our teams across Charlotte and am committed to building on Regions’ foundation in this community.”
David Sozio, Amy Garnett, Dennis Blue, Jeff Brinkman, Brian Tate
About Regions Financial Corporation
Regions Financial Corporation (NYSE:RF), with $123 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, mortgage, and insurance products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,500 banking offices and 1,900 ATMs. Additional information about Regions and its full line of products and services can be found at www.regions.com.