Financial Services


North Point Advisors


Contact: Dave Jacquin
DJacquin@npadvisors.com
415-358-3500

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Bank of America


Contact: Rob Glenn
Rob.Glenn@baml.com
415-913- 4751

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Wells Fargo

Contact: Peter Soerenssen
Peter.Soerenssen@wellsfargo.com
415-371-5438

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Citibank


Contact: Mathilda Khabbaz
Mathilda.khabbaz@citi.com
415-658-4385

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First Bank

First Bank (firstbanks.com) is one of the largest privately owned banks in the country with $7.9 billion in assets and 154 locations in Missouri, Florida, Illinois, and California. In the California region, First Bank has 59 locations including three offices in San Francisco (460 Montgomery Street, 1000 Taraval Street, and 1143 Grant Avenue). First Bank is...

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New Resource Bank


New Resource Bank is the bank for people who are leading the way to a more sustainable world. We match an entrepreneurial spirit with a dedication to achieving environmental and social as well as financial returns. Our mission is to advance sustainability with everything we do—the loans we make, the way we operate and our commitment to...

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