Our Edge: The account began humbly, with a piece of a syndicated loan, but grew as we learned of the client’s need for more local hands-on expert ESOP services for its 5,700 employees nationwide.
OUR TEAM >
(LEFT TO RIGHT, TOP TO BOTTOM)
VICE PRESIDENT BLAIR STIENTJES, BUSINESS DEVELOPMENT OFFICER FOR
INSTITUTIONAL SALES MANAGEMENT
LONNIE GARTNER, VICE PRESIDENT AND
ELECTRONIC BENEFITS TRANSFER MANAGER IN TRADITIONAL TRUST
ADMINISTRATION
VICE PRESIDENT DEAN LEVITT, INSTITUTIONAL CUSTODY SERVICES
SENIOR VICE PRESIDENT DAVID JOCHIM, MANAGER, SAN JOSE
CORPORATE BANKING
ROBERT BITTICKS, VP AND SENIOR LEGAL COUNSEL; BLAIR STIENJES, AND
VICE PRESIDENT MOON LEE, INSTITUTIONAL CUSTODY SERVICES