Orange County’s top financial institutions are represented by standout professionals from California Bank & Trust, Citizens Private Bank, Columbia Bank, CommerceWest Bank, First Foundation Advisors, Flagstar Bank, Mercer Advisors, MidFirst Bank, PNC Bank, PNC Private Bank, Sunflower Bank, and U.S. Bank Private Wealth Management. These leading commercial bankers and private wealth bankers are driving economic growth and delivering personalized financial solutions to businesses and individuals alike. Their expertise, strategic insight, and commitment to client success set them apart in an increasingly competitive market. Meet the experts shaping Orange County’s financial landscape and supporting the prosperity of the region.
| David Askew | Managing Partner | Mercer Advisors |
| Jon Bae | Relationship Manager, Corporate & Institutional Banking | PNC Bank |
| Julie Beckley | Senior Vice President, Southern California Sales Manager | Columbia Bank |
| Kristi Blazier | Senior Vice President, Private Wealth Advisor | U.S. Bank Private Wealth Management |
| Jennifer Cagle, CFP® | Senior Managing Director | First Foundation Advisors |
| Heather Clemmer | Vice President, Private Banker | U.S. Bank Private Wealth Management |
| Alayne Cortes | Senior Vice President, Private Wealth Advisor | U.S. Bank Private Wealth Management |
| Eugene De La Cruz | Senior Vice President, Middle Market Manager | Columbia Bank |
| Girlie Edwards | Private Bank Office Manager, Vice President | Citizens Private Bank |
| Nader Hazzan | Senior Relationship Strategist | PNC Private Bank |
| Christine Joubeen | Senior Wealth Relationship Strategist | PNC Private Bank |
| Joe Lobe | Private Banking Market Manager | PNC Private Bank |
| Brett Mansfield | Senior Vice President, Commercial Banking Director | Columbia Bank |
| Victor Mena | Executive Market Director | Citizens Private Bank |
| Michael Mullane | Senior Vice President, Private Banking Relationship Manager | California Bank & Trust |
| David Musicant | Executive Vice President, Regional President | Sunflower Bank |
| Thornton Phister | Vice President, Private Banking Relationship Manager | California Bank & Trust |
| George Plazola | Managing Director, Senior Relationship Manager Corporate & Commercial Banking | Flagstar Bank |
| Chris Croswell & Joanne Stockdale | Senior Vice Presidents & Senior Managing Directors | MidFirst Bank |
| Gloria Tho-Lutz | Vice President, Private Banker | Sunflower Bank |
| Ivo A. Tjan | Chairman & CEO | CommerceWest Bank |
