TD Wealth Private Client Group, a division of TD Bank, announced this week the promotion of Frank O’Brien to Wealth Market Leader for North and South Carolina. TD Bank also named Kale Gaston as head of U.S. Small Business Administration lending.
O’Brien will lead the Metro Carolinas team in delivering TD Wealth’s banking, lending, investment and trust offerings to the market. TD Wealth provides clients with customized private banking and wealth management services through TD Bank and its affiliates.
“I feel privileged to take on this new role with TD Wealth as it continues to increase its visibility in the Metro Carolinas region,” said O’Brien. “As the TD Wealth business continues to expand our presence in these markets, I look forward to continuing to deliver exceptional client service for our customers.”
Previously, O’Brien served as senior relationship manager for TD Wealth in Greenville. O’Brien has 27 years of experience in financial services and has served in executive positions with WHM Capital Advisors, SunTrust Banks Inc. and Wachovia Bank.
“Since joining TD Wealth, Frank has demonstrated his ability to drive our local wealth business through his leadership, work ethic and knowledge of the private banking industry. He has proven his expertise in building and sustaining customer relationships, and improving the client experience,” said Rob Hoak, regional president, Metro Carolinas, TD Bank. “We are pleased to have Frank join TD’s market leadership team.”
O’Brien will be based at TD Bank’s regional headquarters at 104 Main St. in Greenville.
Kale Gaston will serve as head of U.S. Small Business Administration (SBA) lending for TD Bank. In his role, Gaston, also working from Greenville, will be responsible for overseeing TD Bank’s expanding SBA team for government-backed financing programs that help small businesses.
Gaston has more than 25 years of experience in the financial services industry, holding senior positions with GE Capital and Wells Fargo. Prior to joining TD Bank, he served as regional sales manager for Wells Fargo’s SBA Lending Group, where he was responsible for growing loan production in and around the Carolinas and Mid-Atlantic region. Gaston also held several senior roles with GE Capital, where he managed small business commercial loan and equity production as senior vice president and managing director of the South Territory.
“I’m excited to welcome Kale to TD’s growing SBA lending team,” said Jay DesMarteau, head of small business banking distribution for TD Bank. “Kale’s SBA lending knowledge and leadership, coupled with his personal experience as a small business owner, will prove to be great assets to our team as we continue to help small business customers achieve their entrepreneurial goals.”
