Meet our Menlo Park team
Our sole objective is to make our clients' lives easier, and we work hard every day to provide a personalized experience.
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Team
Service that goes beyond and above
You didn’t get where you are by sitting still. Neither did we. Your dedicated relationship management team will ensure a seamless, secure transition of your accounts and guide an entire financial team in working relentlessly on your behalf. They will deliver integrated banking and wealth management1 solutions and advice tailored to your unique financial position.
Mike Franks
Executive Managing Director
Menlo Park, California
Sam Heshmati
Executive Managing Director
Menlo Park, California
Judy Canalin
Senior Managing Director
Menlo Park, California
Gigi Garza
Senior Managing Director
Menlo Park, California
Brady Harter
Senior Managing Director
Menlo Park, California
Vincent Timoney
Senior Managing Director
Menlo Park, California
Safa Aliabadi
Managing Director
Menlo Park, California
Jeffrey Javier
Managing Director
Menlo Park, California
Alex Kearns
Managing Director
Menlo Park, California
Sean Park
Managing Director
Menlo Park, California
Chris Pederson
Managing Director
Menlo Park, California
Kimberly Whitall
Managing Director
Menlo Park, California
Caroline Hale
Senior Director
Menlo Park, California
Meggie Ramirez
Senior Director
Menlo Park, California
Amy Duong
Director, Venture Capital
Menlo Park, California
Services
Realize the advantages of integrated banking
Tailored banking solutions and advice coupled with extraordinary service from your dedicated relationship management team.
Wealth Management1
Your dedicated team of private wealth experts guides you through the complex universe of financial planning, investment management, and risk mitigation.
Banking for Your Business
Your dedicated relationship management team will help you create a road map with the tailored advice and solutions your unique business needs.
Personal Banking
Receive holistic guidance and premium services that provide you with a seamless banking experience.
Insights
Help you plan for today and tomorrow
Why you should plan for the estate tax exemption now
Learn why implementing your estate planning strategies before 2026 could be effective in reducing your taxable estate.
Wealth transfer planning: Strategies for a seamless transition
Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones. These steps can help you prepare.
Wealth management and taxes: Planning for financial prosperity
Private Wealth management tax planning is a valuable investment for high-net-worth individuals.
AI trends in financial management
Discover insights from a Citizens survey on how mid-market and private equity companies are using AI for financial operations.