Citizens Private Bank Menlo Park Office

2480 Sand Hill Road, Suite 101, Menlo Park, CA 94025

San Francisco Bridge
Citizens Private Bank Menlo Park

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.

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

Your relationship management team delivers complete coordination across every aspect of your financial life — simplifying decisions and positioning you for long-term success.

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Wealth Management1

Your dedicated team of private wealth experts guides you through the complex universe of financial planning, investment management, and risk mitigation.

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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.

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Personal Banking

Receive holistic guidance and premium services that provide you with a seamless banking experience.

Insights

Help you plan for today and tomorrow

Citizens Private Wealth 2025 Mid-Year Investment Update

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Estate tax planning: Start now

Implementing your estate planning strategies before 2026 could be effective in reducing your taxable estate.

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Wealth transfer strategies

Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones.

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Planning for financial prosperity

Private Wealth management tax planning is a valuable investment for high-net-worth individuals.

How the One Big Beautiful Bill could affect your finances

From tax credits and estate and retirement planning, explore key provisions of the OBBBA.