Phoenix, ARIZ – June 23, 2016 – First Western Trust is pleased to announce a new addition to its Phoenix office. Kelly Kulifay, relationship manager, commercial lender is responsible for building strong and lasting relationships with our clients and ensuring that they meet their lending goals.
Kelly brings just over ten years of banking experience to his position at First Western Trust. Kelly received his BBA in Finance with a minor in Economics along with his MBA in Accounting at the University of New Mexico. He has worked in a variety of areas of banking, including credit, private banking, commercial lending, and bank strategy and operations. Prior to joining the Phoenix team, Kelly was a senior credit analyst with First Western Trust where he gained valuable experience learning how best to structure loans to support his clients’ broader goals.
Serving the community is one of First Western’s tenets, and Kelly is committed to contributing to the community where he lives and works. He is actively exploring new opportunities, specifically, looking to be a new addition as a Committee Member at a nonprofit organization.
“Kelly has a great understanding of First Western Trust. We’re excited to leverage his experience in our credit analysis group to help us build more creative lending solutions to meet our clients’ goals, and to lean on his lending expertise to deepen our holistic approach to wealth management,” said Dan Thompson, regional president of First Western Trust, Arizona.
About First Western Trust
First Western Trust’s mission is to be the best private bank for the Western wealth management client. The integrated wealth management firm delivers a complete package of goals-oriented wealth advisory services to clients that have a uniquely Western spirit from its 14 offices in Colorado, Arizona, California, and Wyoming.
Through its proprietary ConnectView service model, First Western delivers tailored solutions, spanning personal, business, mortgage and philanthropic needs.