- David Fisher announced his transition from Chairman and CEO to Executive Chairman effective January 1, 2026, with a planned and deliberate leadership succession.
- Steve Cunningham will succeed David Fisher as CEO, and Scott Cornelis will become CFO, both starting in January 2026.
- Fisher emphasized the stability and confidence in the leadership team, citing their strong relationship and alignment on company vision.
- Fisher committed to staying in his new role for at least 2 years to ensure a seamless transition and continued strategic guidance.
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- Jeff Jones announced his retirement as President and CEO effective December 31, 2025, after leading the company for 8 years.
- The company has a well-managed succession plan, appointing Curtis as the new President and CEO starting January 1, 2026.
- Jones emphasized the importance of internal leadership development, with Curtis having over a decade of industry experience and familiarity with the company's strategy.
- Jones will remain as President and CEO until the end of 2025 to ensure a smooth transition, then serve as a strategic adviser until September 2026.
- The leadership change is positioned as a continuation of the current strategy, with no expected shifts in long-term plans.
- Jones expressed pride in the company's accomplishments under his leadership and confidence in Curtis's fit for the role.
- Dale Gibbons, CFO for over 22 years, will transition to Chief Banking Officer of Deposit Initiatives and Innovation after a thorough transition period.
- Vishal, trusted adviser for 8 years, will succeed Dale as CFO early in Q4, with a 90-day transition.
- Management emphasized that this change does not alter the bank's strategic focus on organic growth towards $100 billion in assets.
- Dale highlighted the opportunity to focus on deposit services and regulatory changes, including digital assets and fintech innovations.
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