First Western designates Weber as PFO, Montgomery as PAO; Courkamp retains COO role

First Western Financial Inc

David R. Weber designated as Principal Financial Officer and appointed CFO/Treasurer of bank subsidiary, effective Oct 1, 2023.
Jesica J. Montgomery designated as Principal Accounting Officer and appointed Controller/Cashier of bank, effective Oct 1, 2023.
Julie A. Courkamp relinquishes PFO and PAO duties but remains COO and President of the Bank.
Weber previously Director of Finance and Treasury; Montgomery previously Controller. Both internal promotions.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Role change

Jesica J. Montgomery

Principal Accounting Officer

MYFW · First Western Financial Inc

Effective: 2023-10-01
Filed: September 29, 2023, 7:59 PM ET

On September 25, 2023, the Board of Directors of the Company designated its Controller, Jesica J. Montgomery, to serve as the Principal Accounting Officer of the Company effective October 1, 2023.

Role change

David R. Weber

Chief Financial Officer and Treasurer

MYFW · First Western Financial Inc

Effective: 2023-10-01
Filed: September 29, 2023, 7:59 PM ET

On September 25, 2023, the Board of Directors of First Western Financial, Inc. (the 'Company') designated David R. Weber, the Company's Chief Financial Officer, to serve as its Principal Financial Officer effective October 1, 2023.

Role change

Julie A. Courkamp

Chief Operating Officer

MYFW · First Western Financial Inc

Effective: 2023-10-01
Successor: David R. Weber and Jesica J. Montgomery
Filed: September 29, 2023, 7:59 PM ET

However, Ms. Courkamp will no longer serve as the Company's Principal Financial Officer nor Principal Accounting Officer as of the effective date of Mr. Weber's and Ms. Montgomery's appointments.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Jesica J. Montgomery changed role as Principal Accounting Officer at First Western Financial Inc.

Action: designated
Role: Principal Accounting Officer

Exact text from the filing

On September 25, 2023, the Board of Directors of the Company designated its Controller, Jesica J. Montgomery, to serve as the Principal Accounting Officer of the Company effective October 1, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

David R. Weber was appointed as Chief Financial Officer and Treasurer at First Western Financial Inc.

Action: appointed
Role: Chief Financial Officer and Treasurer

Exact text from the filing

On September 25, 2023, the Board of Directors of First Western Financial, Inc. (the 'Company') designated David R. Weber, the Company's Chief Financial Officer, to serve as its Principal Financial Officer effective October 1, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Julie A. Courkamp changed role as Chief Operating Officer at First Western Financial Inc.

Action: will no longer serve
Role: Chief Operating Officer

Exact text from the filing

However, Ms. Courkamp will no longer serve as the Company's Principal Financial Officer nor Principal Accounting Officer as of the effective date of Mr. Weber's and Ms. Montgomery's appointments.

View on SEC.gov

First Western Financial Inc filing history →

Source: SEC EDGAR

accession 0001327607-23-000146

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