WaFd Bank promotes Kelli Holz to CFO effective Jan 1, 2023, replacing retiring Vincent Beatty

WAFD INC

Kelli Holz, current Chief Risk Officer and veteran banker, appointed CFO effective January 1, 2023.
Holz brings 34 years of finance and risk experience; previously controller and interim CFO at Horizon Bank.
Current CFO Vincent Beatty will retire at end of December 2022, as previously disclosed in January 2022.
Holz is a CPA and certified anti-money laundering specialist (ACAMS).

item 5.02 item 7.01 item 9.01

Executive movements

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Appointed

Kelli Holz

Chief Financial Officer

WAFD · WAFD INC

Effective: 2023-01-01
Filed: August 31, 2022, 7:59 PM ET

announced the appointment of Kelli Holz to serve as both the Company's and the Bank's Chief Financial Officer, effective January 1, 2023.

Departed

Vincent L. Beatty

Chief Financial Officer

WAFD · WAFD INC

Effective: 2022-12-31
Successor: Kelli Holz
Filed: August 31, 2022, 7:59 PM ET

The Company's current Chief Financial Officer, Vincent L. Beatty, will relinquish his responsibilities with that role upon his retirement at the end of December 2022, as previously disclosed.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Kelli Holz was appointed as Chief Financial Officer at WAFD INC.

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

announced the appointment of Kelli Holz to serve as both the Company's and the Bank's Chief Financial Officer, effective January 1, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Vincent L. Beatty departed as Chief Financial Officer at WAFD INC.

Action: retire
Role: Chief Financial Officer

Exact text from the filing

The Company's current Chief Financial Officer, Vincent L. Beatty, will relinquish his responsibilities with that role upon his retirement at the end of December 2022, as previously disclosed.

View on SEC.gov

WAFD INC filing history →

Source: SEC EDGAR

accession 0000936528-22-000092

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