CTOs on the Move

Plaza Bank

www.plazabank.com

 
We formed Plaza Bank, which opened in December 2005, because we believe banks have grown too large to effectively serve the local business community effectively. Multi-branch bank executives in the East, for example, were making decisions affecting customers three time zones away. Conversely, our founders and seasoned executives at Plaza Bank are connected to our customers. We live in the same communities, eat at the same restaurants, read the same newspapers and drive in the same traffic.    At Plaza Bank, we listen to you, the local business owner, to determine your needs and wants. That’s what we are committed to deliver ...
  • Number of Employees: 100-250
  • Annual Revenue: $250-500 Million
  • www.plazabank.com
  • 18200 Von Karman Avenue Suite 500
    Irvine, CA USA 92612
  • Phone: 949.502.4300

Executives

Name Title Contact Details

Similar Companies

Harmony Bank

Harmony Bank is a Jackson, NJ-based company in the Financial Services sector.

American Bank

American Bank of Beaver Dam, WI has been proudly serving the financial needs of citizens and businesses in the Beaver Dam area since 1891. We are a locally owned and independently operated financial institution and our staff boasts over 400 years of combined banking experience. Our Board of Directors represents the local business community and all operational decisions that concern our organization are made locally. Because our roots are deeply planted in our community, we are able to provide personalized financial care to our customers. We strive to design and expand our services to fit our customers` needs. We recognize that our customers enjoy working on their financial needs with someone they know and trust. Why is American Bank a good fit for you or your business and for you? We channel most of our funds within the neighborhoods where our depositors live and work. Your deposits are put to work locally to develop small business, purchase and repair homes and finance college tuition. Our bank employees reside in the same neighborhoods as our customers, shop at the same stores, attend the same churches and send our children to the same schools. We are truly invested in our community. Not just by doing business here but also by donating to local charities and volunteering at community events. In recognition of our commitment to our community we were honored to receive the Beaver Dam Chamber`s Business of the Year award for 2014. No matter what type of financial services you`re looking for, you can trust that American Bank will care for the needs of your family or your business and every step of the way.

Universal Wealth

Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.

Centreville National Bank of Maryland

Centreville National Bank of Maryland is a Centreville, MD-based company in the Financial Services sector.

Plumbers Afl-cio

Plumbers Afl-cio is a Chicago, IL-based company in the Financial Services sector.