San Diego Private Bank

Description

Founded: 2006 Subsidiary: CalPrivate BankFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportCalPrivate BankWebsiteDirections Saved (0) Saved Save Bank in Newport Beach, California Address: 4675 MacArthur Ct Suite 1450, Newport Beach, CA 92660 Phone: (949) 345-7600Website: : : Place name: : : : Hours: Category: : Website: https://calprivate.bank/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CalPrivate Bank Posting publicly on the Web Write a review Reviews Be the first to review From CalPrivate Bank Unable to add this file. Please check that it is a valid photo. "CalPrivate Bank and its divisions - Coronado, San Diego, La Jolla, Newport, Beverly Hills, and Private Business Capital are committed to offering customized financial solutions. The Bank's focus is to provide a Distinctly Different banking experience...More "CalPrivate Bank and its divisions - Coronado, San Diego, La Jolla, Newport, Beverly Hills, and Private Business Capital are committed to offering customized financial solutions. The Bank's focus is to provide a Distinctly Different banking experience through unparalleled service and creative funding solutions to individuals and businesses with complex financial needs. The Bank's Private Banking team services high net worth individuals and businesses of all sizes. We offer a wide array of modern financial services, which include checking, savings, time deposit accounts and related tools. Our real estate lending group specializes in investor commercial properties, owner-occupied buildings, and construction loans."

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San Diego Private Bank Employees

Employee
Years
Job
Industry
Steven Rosso Steven Rosso Santa Barbara, California Area Details
Steven Rosso's San Diego Private Bank Experience June 2010 - 2011
Job Banking Consultant with Corfino, Inc.
Industry Banking
Experience
Corfino Inc.   June 2014 - Present
community west bank  2011 - June 2014
San Diego Private Bank   June 2010 - 2011
Pacific State Bank  February 1987 - December 2008
Bank of America, BAInvestment Management Company   January 1980 - January 1987
American Red Cross, San Joaquin County Chapter   March 1977 - January 1980

Skills
Loans, Credit Analysis, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Lines Of Credit, Credit Risk, Private Banking, Portfolio Management, Financial Analysis, Commercial Mortgages, Underwriting, Consumer Lending, Retail Banking, Loan Origination, SBA, Asset Based Lending, Cash Management, Financial Institutions, Financial Structuring, Mortgage Lending, Financial Risk, Refinance, Construction Loans, Cash Flow Lending, Wealth Management, Treasury Management, Risk Management, Real Estate Financing, Investments, Structured Finance, Finance, Real Estate Economics, Strategic Financial..., Mortgage Banking, Capital Markets, Relationship Management, Due Diligence, Executive Management, Financial Services

Education
University of Washington, Pacific Coast School of Banking   1991 — 1993
Certificate in Banking, Banking and Financial Support Services

University of California, Berkeley   1984 — 1986
Personal Financial Planning, Financial Planning and Services

San Jose State University   1974 — 1976
Bachelor of Science, Busines Management and Finance

Josselyn Ambrose Josselyn Ambrose Chula Vista, California Details
Josselyn Ambrose's San Diego Private Bank Experience October 2010 - May 2013
Job Closing Analyst at CDC Small Business Finance
Industry Banking
Experience
CDC Small Business Finance  June 2014 - Present
San Diego Private Bank   October 2010 - May 2013
Regents Bank  December 2009 - October 2010
San Diego National Bank  February 2000 - May 2009

Education
Southwestern College
Business & Social Worker

David Ibrahim David Ibrahim San Diego, California Details
David Ibrahim's San Diego Private Bank Experience January 2015 - Present
Job Vice President, Commercial Relationship Manager at San Diego Private Bank
Industry Banking
Experience
San Diego Private Bank   January 2015 - Present
California Bank & Trust  April 2013 - January 2015
National Australia Bank  January 2007 - May 2012
National Australia Bank  2007 - 2010

Skills
Commercial Banking, Credit Analysis, Cash Flow Lending, Credit Risk, Relationship Management, Commercial Finance, FX Options, Financial Analysis, Corporate Finance, Commercial Lending, Loans, Banking, Trade Finance, Portfolio Management, Mortgage Lending, Structured Finance, Deposits, Real Estate Financing, Small Business Lending, Credit, Consumer Lending, Lines Of Credit

Education
The University of Queensland   2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance

Brenee Neff Brenee Neff Greater San Diego Area Details
Brenee Neff's San Diego Private Bank Experience December 2013 - Present
Job Vice President, Banking Operations Manager at San Diego Private Bank
Industry Banking
Experience
San Diego Private Bank   December 2013 - Present
City National Bank  August 2013 - November 2013
City National Bank  March 2007 - December 2012
City National Bank  February 2003 - February 2007
City National Bank  October 1996 - January 2003
First Interstate Bank  1994 - 1996
San Diego Trust and Savings Bank  1986 - 1994

Skills
Operational Integrity, Leadership, Colleague Development, Oral & Written..., Process Management, Coaching, Sales, Positive Can-do Attitude, Commercial Banking, Risk Management, Treasury Management, Commercial Lending, Process Improvement, Loans, Operational Due..., Operations Management, Business Development, Financial Risk, CRM, Training, Credit Analysis, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Branch Management, Financial Services, Small Business Lending, Credit Risk, Loan Origination, Management, Banking

Education
San Diego City College

Marilyn Moen Marilyn Moen Greater San Diego Area Details
Marilyn Moen's San Diego Private Bank Experience April 2010 - Present
Job Controller/Financial Analyst at San Diego Private Bank
Industry Banking
Experience
San Diego Private Bank   April 2010 - Present
1ST PACIFIC BANK OF CALIFORNIA   November 2003 - April 2010
COMERICA INC  April 1986 - July 2002
Comerica Bank  June 1986 - June 2002
Comerica Bank  1986 - 2002

Skills
Banking, Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Credit, Commercial Banking, Finance, Forecasting, General Ledger, Portfolio Management, Analysis, Budgets, Due Diligence, Mergers & Acquisitions, Loans, Accounts Payable, Management

Education
Oakland University   1982 — 1986
Bachelor of Science (BS), Accounting

Pamela McMahon Pamela McMahon Greater San Diego Area Details
Pamela McMahon's San Diego Private Bank Experience November 2012 - Present
Job Vice President/Credit Analyst at San Diego Private Bank
Industry Banking
Experience
San Diego Private Bank   November 2012 - Present
Pacific Western Bank  January 2008 - September 2010
Scrubs-Max.com   2003 - December 2007
Comerica Bank  1997 - 2002
San Diego National Bank  1987 - 1997

Education
Graduate School of Banking at University of Colorado
Graduate School of Banking

National University
Accounting, finance and economics

Robert Armstrong Robert Armstrong Greater San Diego Area Details
Robert Armstrong's San Diego Private Bank Experience October 2005 - February 2010
Job HNW/Corporate Banking Group Head
Industry Executive Office
Experience
BofI Federal Bank  September 2013 - Present
Cappetta Capital, LLC   December 2010 - September 2013
San Diego Private Bank   October 2005 - February 2010
US Bank  December 1999 - June 2005
Bank of America  August 1989 - December 1999

Skills
Loans, Portfolio Management, Banking, Mergers & Acquisitions, Commercial Banking, Risk Management, Management, Financial Analysis, Strategic Financial..., Business Strategy, Private Equity, Investments, Marketing, Business Development, Strategic Planning, Asset Management, Financial Modeling, Business Planning, Leadership, Due Diligence, Wealth Management, Finance, Financial Services, Executive Management, Management Consulting, Corporate Finance, Strategy, Valuation, Venture Capital, Credit, Financial Structuring, Investment Advisory, Investment Banking, Investment Management, Restructuring, Securities, Start-ups

Education
University of California, Los Angeles   1986 — 1990
B.A., Economics

Abraham Weiser Abraham Weiser Greater New York City Area Details
Abraham Weiser's San Diego Private Bank Experience June 2014 - July 2014
Job Executive Recruiting Specialist at Andiamo
Industry Information Technology and Services
Experience
Andiamo Partners  March 2015 - Present
San Diego Private Bank   June 2014 - July 2014
Touro College  January 2012 - June 2014
Dimont & Associates  July 2013 - August 2013
Touro College  September 2012 - December 2012
Dimont & Associates  July 2012 - August 2012

Skills
Team Leadership, Logical Thinker, People-oriented, Problem Solving, Thinking Outside The Box, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, QuickBooks, Event Planning, Nonprofits, Editing, Community Outreach, Public Speaking, Research, Microsoft Office, Fundraising, Program Development, Leadership

Education
Touro College   2012 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Touro College   2012 — 2014
Bachelor's degree, Marketing/Marketing Management, General

Bruce Mills Bruce Mills Los Angeles, California Details
Bruce Mills's San Diego Private Bank Experience January 2011 - June 2012
Job Banking Executive
Industry Banking
Experience
ProAmerica Bank   June 2012 - March 2015
San Diego Private Bank   January 2011 - June 2012
Partners Bank of California  November 2007 - December 2010
Community National Bank  1998 - 2006

Skills
Strategic Planning, Portfolio Management, Accounting, Executive Management, Financial Management, Banking, Private Banking, Commercial Banking, Team Building, Music, Music Education, Managerial Finance, Lines Of Credit, Small Business Lending, Credit Analysis, Loans, SBA, Cash Management, Risk Management, Commercial Mortgages, Commercial Lending, Financial Analysis, Mergers, Asset Based Lending, Capital Markets, Consumer Lending, Corporate Finance, Credit Risk, Due Diligence, Finance, Financial Modeling, Financial Risk, Financial Services, Funding, Investments, Loan Origination, Mergers, Mortgage Lending, Private Equity, Small Business, Strategic Financial..., Treasury Management, Underwriting

Education
California State University-San Bernardino - College of Business and Public Administration   1982 — 1984
Master of Business Administration (MBA), Accounting and Finance

University of Redlands   1977 — 1981
BA, Music & Math

Jennifer Roper Jennifer Roper Greater San Diego Area Details
Jennifer Roper's San Diego Private Bank Experience October 2005 - July 2010
Job Partner, Chief Administrative Officer at Nicholas Investment Partners
Industry Financial Services
Experience
Nicholas Investment Partners  March 2011 - Present
Executive Financial Management Services L.L.C.   July 2010 - March 2011
San Diego Private Bank   October 2005 - July 2010
Legacy Bank  March 2002 - July 2005

Education
University of San Diego   1988 — 1990
Bachelor of Science, Business Administration

Marquette University   1986 — 1988

Nathan Maldonado Nathan Maldonado Greater San Diego Area Details
Nathan Maldonado's San Diego Private Bank Experience June 2014 - Present
Job Vice President, SBA Business Development
Industry Banking
Experience
San Diego Private Bank   June 2014 - Present
Wells Fargo Bank  April 2011 - May 2014
Emerald Connect, Inc.   October 2006 - April 2011

Skills
Credit, Loans, Portfolio Management, Credit Analysis, Underwriting, Commercial Banking, Finance, Commercial Lending, Credit Risk, Risk Management, Banking, Corporate Finance, Cash Management, Sales, Management, Small Business Lending

Education
University of California, Santa Barbara   2000 — 2002
BA, Communication Theory

Arturo Mora Arturo Mora Greater San Diego Area Details
Arturo Mora's San Diego Private Bank Experience OwnerArturo Mora InterpretingJune 2000 - December 2012
Job
Industry Banking
Experience
San Diego Private Bank   OwnerArturo Mora InterpretingJune 2000 - December 2012
Wells Fargo  1996 - 1998

Skills
Microsoft Word, Microsoft Excel, English, Customer Service, Microsoft Office, PowerPoint, Notary Public, Banking, Team Building, Management, Sales, Negotiation, Leadership, Strategic Planning

Education
National University   1994 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General

Colegio La Paz

Southwestern College
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering

Alejandro Aizpuru Alejandro Aizpuru Greater San Diego Area Details
Alejandro Aizpuru's San Diego Private Bank Experience May 2010 - April 2011
Job Senior Loan Underwriter, Assistant Vice President at Wells Fargo Wealth Management Group
Industry Banking
Experience
Wells Fargo Wealth Management Group  June 2013 - Present
Wells Fargo Wealth Management Group  April 2011 - May 2013
San Diego Private Bank   May 2010 - April 2011
1st Pacific Bank of California   June 2008 - December 2009
1st Pacific Bank of California   April 2005 - May 2008
California Bank & Trust  February 2004 - March 2005
CDC Small Business Finance  October 2002 - January 2004
First National Bank  1999 - 2001

Skills
Excel (Macros, V and H..., Financial Statement..., IBM Cognos Impromptu, Buker's Tax Analysis..., Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Asset Based Lending, Commercial Mortgages, SBA 504, Commercial Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Risk Management, Financial Analysis, Microsoft Excel, Tax Analysis

Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM   1993 — 1998
Bachelor of Science (BS), Industrial Engineering

Tecnológico de Monterrey   1993 — 1998
Bachelors, Industrial and Systems Engineer

Instituto Mexico

Sacred Heart School, Coronado

Nizar Elie Dahdouh Nizar Elie Dahdouh Greater San Diego Area Details
Nizar Elie Dahdouh's San Diego Private Bank Experience March 2010 - Present
Job Senior Vice President Business Banking Manager
Industry Banking
Experience
San Diego Private Bank   March 2010 - Present
Vibra Bank  2010 - 2012
Bofa Partners   2009 - 2009
Discovery Bank  February 2003 - November 2006
Citi  January 1999 - January 2003
KPMG International  January 1996 - January 1999
KPMG, International  January 1993 - January 1996

Education
Boston University
Master Degree, Banking and Financial Services Management

Lebanese American University

Paul Patrick Azzi Paul Patrick Azzi Greater San Diego Area Details
Paul Patrick Azzi's San Diego Private Bank Experience August 2006 - Present
Job President of Private Banking and CoFounder of San Diego Private Bank
Industry Banking
Experience
San Diego Private Bank   August 2006 - Present
CB&T  1990 - 1996

Skills
Asset Based Lending, Commercial Mortgages, Portfolio Management, Banking, Financial Analysis, Credit, Loans, Commercial Lending, Due Diligence, Loan Origination, Refinance, Mortgage Lending, Cash Management, Finance, Small Business, Treasury Management, Wealth Management, Private Banking, Credit Analysis, Mergers & Acquisitions, Business Planning, Relationship Management, Investments, Small Business Lending, Executive Management, Commercial Banking, Strategic Planning, Underwriting, Risk Management, New Business Development

Education
San Diego State University-California State University   1991 — 1995

Lisa Quizon Lisa Quizon Irvine, California Details
Lisa Quizon's San Diego Private Bank Experience February 2009 - June 2010
Job Vice President, Compliance Manager at Opus Bank
Industry Banking
Experience
Opus Bank  February 2015 - Present
Independence Bank  August 2011 - January 2015
Orange Community Bank   June 2010 - July 2011
San Diego Private Bank   February 2009 - June 2010
U.S. Trust   January 1995 - September 2008
Peterson & Ross  1990 - 1995

Skills
Banking, AML, KYC, Risk Management, OFAC, Wealth Management, Retail Banking, Bank Secrecy Act, USA PATRIOT Act, Private Banking, Operational Risk..., Due Diligence, Commercial Banking, Mergers & Acquisitions, Operational Risk, Internal Audit, Vendor Management, Financial Services, Project Management, Operations Management, Management, Anti Money Laundering

Education
University of Phoenix   1998 — 2002
Bachelor of Science (B.S.), Business Administration

David Quizon David Quizon Orange County, California Area Details
David Quizon's San Diego Private Bank Experience March 2006 - July 2011
Job Senior Vice President/Senior Credit Administrator at Pacific Mercantile Bank
Industry Banking
Experience
Pacific Mercantile Bank  September 2014 - Present
International City Bank  May 2012 - April 2014
Community West Bank  August 2011 - May 2012
San Diego Private Bank   March 2006 - July 2011
U.S. Trust Company   April 1997 - March 2006
Heller Financial  May 1996 - April 1997
First Interstate Bank  June 1993 - May 1996
Landmark Bank  September 1990 - June 1993

Skills
Commercial Banking, Mergers & Acquisitions, Loans, Commercial Lending, Banking, Small Business Lending, Strategic Planning, Treasury Management, Portfolio Management, Asset Based Lending, Credit Risk, Commercial Mortgages, Loan Origination, Lines Of Credit, Finance, Financial Analysis, Cash Management, Credit, Private Banking, Credit Analysis, Leadership

Education
UC Davis   1985 — 1990
BA, Economics

Darijo Banjac Darijo Banjac Greater San Diego Area Details
Darijo Banjac's San Diego Private Bank Experience April 2015 - Present
Job VP Commercial Loan Officer
Industry Banking
Experience
San Diego Private Bank   April 2015 - Present
Torrey Pines Bank  September 2013 - April 2015
Pacific Western Bank  October 2006 - September 2013
Wells Fargo  March 2002 - October 2006

Skills
Microsoft Office, International Trade, Account Management, Risk Management, Negotiation, Sales Management, Business Development, Marketing, Banking, Credit, Finance, Loans, Credit Risk, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis

Education
Point Loma Nazarene University
Bachelor of Business Administration (BBA), International Business

University of Phoenix-San Diego Campus
Master of Business Administration (M.B.A.), International Business

Selwyn Isakow Selwyn Isakow La Jolla, California Details
Selwyn Isakow's San Diego Private Bank Experience 2006 - Present
Job Private Equity, Banking and Real Estate Investment
Industry Venture Capital & Private Equity
Experience
The Oxford Investment Group, Inc   1985 - Present
San Diego Private Bank   2006 - Present
Various Businesses and Organizations   1987 - Present
Various Real Estate Projects   1979 - Present
Bloomfield Hills Bancorporation   1989 - 2005
COMERICA, Inc.   1982 - 1985
Booz Allen Hamilton  1978 - 1982
Fisher Hoffman & Levenberg   1973 - 1976
South African Airforce   January 1970 - December 1970

Skills
Investments, Strategic Planning, Capital Markets, Entrepreneurship, Private Equity, Corporate Governance, Financial Modeling, Venture Capital, Business Development, Commercial Banking, Accounting, Banking, Finance, Portfolio Management, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   1977 — 1978
MBA, Finance, Management Strategy, Multinational Enterprise, With Distinction

University of the Witwatersrand   1976 — 1976
Bachelor of Accounting, Accounting and Related Services

University of the Witwatersrand   1974 — 1975
Certificate in the Theory of Accounting, Accounting

University of the Witwatersrand   1971 — 1973
Bachelor of Commerce (B.Com.), Commercial Law and Business Administration, First in Class

Executive Education Courses in Corporate Governance   2000 — 2004

Henry Halleland Henry Halleland Greater San Diego Area Details
Henry Halleland's San Diego Private Bank Experience June 2008 - Present
Job Sr. Vice President Portfolio Manager
Industry Banking
Experience
San Diego Private Bank   June 2008 - Present
U.S. Bank   January 2001 - June 2008

Skills
College Teaching, University of Phoenix, Small Business Lending, Credit, Loans, Credit Risk, Commercial Mortgages, Lines Of Credit, SBA, Loan Origination, Asset Based Lending, Underwriting, Portfolio Management

Education
National University   1990 — 1993
Master of Business Administration (M.B.A.), Finance, General

Oregon State University

University of Illinois at Urbana-Champaign

Justin Kujala Justin Kujala Greater San Diego Area Details
Justin Kujala's San Diego Private Bank Experience April 2015 - Present
Job Vice President Business Development Officer at San Diego Private Bank
Industry Banking
Experience
San Diego Private Bank   April 2015 - Present
Wells Fargo Bank - Business Banking Group   October 2006 - April 2015

Skills
Banking, Merchant Services, Credit, Teamwork, Business Development, Loans, Cold Calling, Commercial Banking

Education
San Diego State University-California State University   1995 — 2003
B.A., Communications w/ Emphasis in Advertising

Rachel Moriarty Rachel Moriarty Greater San Diego Area Details
Rachel Moriarty's San Diego Private Bank Experience February 2012 - November 2013
Job Owner | Interior Decorator | Design Consultant at Rachel Moriarty Interiors
Industry Design
Experience
Rachel Moriarty Interiors   March 2006 - Present
California Bank & Trust  December 2013 - May 2015
San Diego Private Bank   February 2012 - November 2013
San Diego National Bank / US Bank   March 2008 - February 2012
Self / Ethan Allen / Bassett Home Furnishings   March 2006 - August 2008
Maison Jaune Inc. ~ Posies Children's Boutique   January 2003 - March 2006
Hanover Direct, Inc.   April 1993 - January 2003

Skills
Commercial Banking, Credit, Small Business Lending, Lines Of Credit, Cash Management, Loan Origination, Financial Analysis, Finance, Treasury Management, Deposits, Credit Cards, Branch Banking, Customer Service, Cross Selling, Consumer Lending, Commercial Lending, Credit Analysis, Loans, Portfolio Management, Retail Banking

Education
IRIS - Interior Redesign Industry Specialists
Interior Redesign & Home Staging

San Diego Mesa College
Marketing

Southwestern College
Art History / General Education

Gary Brannvall Gary Brannvall Greater San Diego Area Details
Gary Brannvall's San Diego Private Bank Experience October 2013 - Present
Job AVP IT Manager San Diego Private Bank
Industry Information Technology and Services
Experience
San Diego Private Bank   October 2013 - Present
Borrego Springs Bank  November 2003 - June 2013
First National Bank  February 1991 - November 2003

Skills
Server 2000-2008, Application Support, Windows support, Hardware Installation, Backup Solutions, DNS management, Symantec Endpoint..., Windows 7 Migration, Server Administration, Laptops, Hardware Support, Group Policy, Software Installation, Windows System..., DHCP, Desktop Administration, Active Directory..., Desktop Deployment, Help Desk Support, Software Deployment, XP, Technical Support

Education
San Diego State University-California State University   1986 — 1990
Bachelor's degree, Computer Science

Nina Frontz Nina Frontz San Diego, California Details
Nina Frontz's San Diego Private Bank Experience February 2012 - Present
Job Senior Vice President at San Diego Private Bank
Industry Banking
Experience
San Diego Private Bank   February 2012 - Present
Wells Fargo  February 2010 - February 2012

Skills
Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Commercial Mortgages, Credit, Portfolio Management, Private Banking, Credit Risk, Lines Of Credit, Loan Origination, Underwriting

Education
San Diego State University-California State University