Financial Institutions

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Alliance Association Bank

949-554-5403

Linda Cardoza, VP, EBP
lcardoza@allianceassociationbank.com
allianceassociationbank.com

Axos Bank

704-698-5409
4350 La Jolla Village Drive
San Diego, CA 92122
William Saunders, VP
wsaunders@axosbank.com

Capital One

562-377-8643

Treonna Calloway, VP
treonna.calloway@capitalone.com



CINC Capital, LLC

770-365-3331
10 Wildbird Lane
Hilton Head Island, SC 29926
Robin Storey, CMCA®, EBP
robin@cinccapital.com

First Citizens Bank

213-604-1746
1105 S. Euclid St., Suite D-219
Fullerton, CA 92832
Lindsay Biren
lindsay.biren@firstcitizens.com

City National Bank

858-642-4957
555 S. Flower Street, 19th Floor
Los Angeles, CA 90071
Gerard LoBue, SVP
gerard.lobue@cnb.com



Enterprise Bank & Trust

331-305-0869
484 East Carmel Drive
Carmel, IN 46033
Rachel Rowley, SVP, AMS, PCAM®
rrowley@enterprisebank.com

First Citizens Bank & Trust Co.

818-459-1306
655 N. Central Ave. #150
Glendale, CA 91203
Patrick Rodriguez, VP
patrick.rodriguez@firstcitizens.com

Genesis Bank

949-273-1297
4675 MacArthur Court #1600
Newport Beach, CA 92660
Balaji Krishna
bkrishna@mygenesisbank.com

 

 

Nano Banc

213-393-7823
7755 Irvine Center Drive, 3rd Floor
Irvine, CA 92618
Paul Donaldson, EVP
pdonaldson@nanobanc.com

Pacific Premier Bank-Community Association Banking

949-526-7448
17901 Von Karman Ave. #1200
Irvine, CA 92614
Trisha Romero, VP, EBP
tromero@ppbi.com

Pacific Western Bank

213-236-5029
130 S. State College Blvd
Brea, CA 92821
Mahendra Sami, VP
msami@pacwest.com

 

 

Popular Association Banking

949-842-6161
7920 Miami Lakes Dr. W
Miami Lakes, FL 33016
Larry Hooper, VP
lhooper@popular.com

US Bank

858-334-0720
4747 Executive Drive, 3rd Flr
San Diego, CA 92121
Christopher Fresca, VP
christopher.fresca@usbank.com