Leadership Overview
Stockman Bank of Montana has 10 executives leading key functions including strategy, operational oversight, financial management, technology, and regional banking leadership.
Committed to regional financial stability, Stockman Bank of Montana delivers comprehensive banking, insurance, and wealth management solutions to support the growth of Montana families, agricultural producers, and local businesses.
Committed to regional financial stability, Stockman Bank of Montana delivers comprehensive banking, insurance, and wealth management solutions to support the growth of Montana families, agricultural producers, and local businesses.
Leadership Roles at Stockman Bank of Montana
William Coffee - Chief Executive Officer
William Coffee, the Chief Executive Officer at Stockman Bank of Montana, directs the overarching strategic vision for the organization. This leadership role involves aligning personal, business, and agricultural banking services with the long-term financial goals of Montana clients. By overseeing the integration of insurance and wealth management affiliates, Coffee ensures a cohesive service model across the entire state. The Chief Executive Officer maintains rigorous standards for capital allocation and risk management to protect the interests of depositors and shareholders. William Coffee actively monitors market trends to identify expansion opportunities within the competitive financial landscape. Through consistent engagement with the Board, the Chief Executive Officer drives sustainable growth initiatives. This executive leadership ensures that the bank remains a pillar of the community while adapting to modern digital banking requirements. Ultimately, Coffee secures the institutional integrity of the bank through disciplined governance and a focus on client-centric financial solutions.
Joe Cola - Chief Operating Officer & Chief Executive Officer
Joe Cola, the Chief Operating Officer & Chief Executive Officer at Stockman Bank of Montana, manages the dual responsibilities of daily operational efficiency and high-level corporate strategy. This executive role requires balancing the immediate needs of branch operations with the broader objectives of the bank. Joe Cola optimizes internal workflows to enhance the delivery of checking, savings, and credit products to diverse client segments. By streamlining administrative processes, the Chief Operating Officer & Chief Executive Officer improves the overall responsiveness of the organization to agricultural and commercial banking demands. This leadership position involves coordinating across departments to ensure that financial planning and insurance services remain integrated with core banking activities. Cola drives operational excellence by implementing scalable systems that support regional growth. Through careful oversight of resource distribution, the Chief Operating Officer & Chief Executive Officer maintains the high service standards expected by Montana municipal entities and private clients alike.
Bill Bickle - Chief Financial Officer
Bill Bickle, the Chief Financial Officer at Stockman Bank of Montana, manages the fiscal health and regulatory compliance of the institution. This role involves overseeing the bank's balance sheet, liquidity management, and capital adequacy to ensure long-term stability. Bill Bickle directs the financial reporting processes and coordinates with the SEC Registered Investment Advisor affiliate to provide transparent oversight of wealth management activities. By analyzing economic data, the Chief Financial Officer informs strategic decisions regarding interest rate risk and investment portfolios. This leadership position requires maintaining strong relationships with regulatory bodies to ensure adherence to banking laws. Bickle drives the development of financial models that support the bank's growth in agricultural and commercial lending sectors. Through rigorous auditing and financial planning, the Chief Financial Officer protects the assets of the bank and its clients. Ultimately, Bickle ensures that the financial foundation remains robust enough to support the diverse needs of the Montana market.
Mason O'Donnell - Chief Operating Officer
Mason O'Donnell, the Chief Operating Officer at Stockman Bank of Montana, focuses exclusively on the internal scaling of banking infrastructure and the optimization of physical branch operations. This role involves managing the logistical requirements of the bank's extensive network to ensure seamless service delivery for farms, ranches, and individual account holders. Mason O'Donnell architects efficient operational frameworks that support the expansion of cash management services across the state. By refining internal procedures, the Chief Operating Officer enhances the productivity of branch staff and improves the speed of loan processing. This leadership function requires constant collaboration with regional managers to maintain consistent service quality. O'Donnell drives the implementation of operational policies that reduce overhead while increasing the capacity for new business acquisition. Through meticulous attention to detail, the Chief Operating Officer ensures that the bank's physical presence remains a reliable and efficient resource for all Montana clients.
Dan Majerus - Branch President
Dan Majerus, the Branch President at Stockman Bank of Montana, oversees the localized delivery of banking services and client relationship management within the assigned region. This role involves driving business development efforts to attract new personal and commercial accounts. Dan Majerus manages the daily activities of the branch team to ensure that clients receive personalized attention for home loans, savings accounts, and agricultural financing. By fostering strong community ties, the Branch President strengthens the bank's market position in the local area. This leadership function requires balancing the bank's corporate policies with the specific needs of the local economy. Majerus drives the growth of the branch by identifying opportunities for cross-selling insurance and wealth management products. Through active participation in local business networks, the Branch President builds trust and loyalty among clients. Ultimately, Majerus ensures that the branch remains a vital financial resource for the local community.
Garth Kallevig - President
Garth Kallevig, the President at Stockman Bank of Montana, directs the strategic execution of banking operations and market expansion initiatives. This role involves overseeing the performance of multiple branches and ensuring alignment with the bank's overall mission. Garth Kallevig manages the development of commercial and agricultural lending portfolios to drive revenue growth. By mentoring branch leadership, the President fosters a culture of excellence and client service. This leadership position requires analyzing regional market data to identify new opportunities for financial product penetration. Kallevig drives the implementation of corporate strategies that enhance the bank's competitive advantage in the Montana market. Through consistent communication with the executive team, the President ensures that operational goals are met with precision. Ultimately, Kallevig secures the bank's reputation as a premier financial institution by focusing on sustainable growth and the delivery of high-quality banking services to all clients.
Bob Burns - President
Bob Burns, the President at Stockman Bank of Montana, focuses on the strategic management of institutional relationships and the expansion of the bank's service footprint. This role involves overseeing the delivery of complex financial solutions to municipal government entities and large-scale agricultural operations. Bob Burns directs the efforts of the team to ensure that the bank's credit and cash management services meet the sophisticated needs of these clients. By cultivating long-term partnerships, the President strengthens the bank's influence in the regional financial sector. This leadership function requires a deep understanding of the economic drivers impacting Montana's key industries. Burns drives the development of specialized financial products that address the unique challenges faced by large clients. Through strategic oversight, the President ensures that the bank maintains its commitment to community-focused banking while operating at a high level of institutional complexity. Ultimately, Burns secures the bank's growth through disciplined relationship management.
Lawrence Johns - President
Lawrence Johns, the President at Stockman Bank of Montana, manages the strategic alignment of the bank's wealth management and insurance divisions with core banking services. This role involves overseeing the integration of discretionary investment management and financial planning to provide a holistic service experience for clients. Lawrence Johns directs the growth of the wealth management affiliate to ensure it remains a top-tier SEC Registered Investment Advisor. By coordinating with the insurance division, the President ensures that clients have access to comprehensive risk management solutions. This leadership position requires a focus on high-net-worth client acquisition and retention. Johns drives the development of investment strategies that align with the bank's conservative risk profile. Through strategic oversight, the President ensures that the wealth management and insurance arms contribute significantly to the bank's overall revenue. Ultimately, Johns secures the bank's position as a comprehensive financial partner for individuals and businesses across Montana.
William Toner - Chief Information Officer
William Toner, the Chief Information Officer at Stockman Bank of Montana, directs the technological strategy and digital transformation of the bank. This role involves securing the integrity of online banking tools and protecting sensitive client data against evolving cyber threats. William Toner architects scalable cloud infrastructure to support the bank's growing suite of digital financial products. By modernizing the IT stack, the Chief Information Officer enables faster transaction processing and improved user experiences for personal and business clients. This leadership function requires close collaboration with the operations team to ensure that technology solutions align with the bank's service goals. Toner drives the implementation of advanced security protocols to maintain trust across the digital landscape. Through continuous innovation, the Chief Information Officer ensures that the bank remains competitive in an increasingly digital financial environment. Ultimately, Toner provides the technical backbone necessary for the bank to deliver reliable services to all Montana customers.
Julie Aldrich - Chief Operations Officer
Julie Aldrich, the Chief Operations Officer at Stockman Bank of Montana, concentrates on the supply chain of financial services and the optimization of back-office functions. This role involves managing the complex workflows associated with credit card issuance, loan servicing, and cash management operations. Julie Aldrich ensures that the bank's internal systems effectively support the high volume of transactions generated by agricultural and commercial clients. By refining the operational processes for insurance and wealth management integration, the Chief Operations Officer improves the cross-functional efficiency of the organization. This leadership position requires a focus on process automation to reduce manual errors and increase throughput. Aldrich drives initiatives that enhance the reliability of back-office support for all branch locations. Through strategic oversight of operational resources, the Chief Operations Officer ensures that the bank maintains high performance standards while serving the diverse financial needs of the Montana community.
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Frequently Asked Questions Regarding Stockman Bank of Montana Top Executives and Leadership Team
