Columbia Bank
This role focuses on pursuing business development opportunities to establish and maintain relationships with high-net-worth clients, serving primarily as a sales position. The individual will manage client relationships, monitor loan credit quality, and oversee complex asset management portfolios to address multifaceted financial needs. Success in this position requires expertise in estate planning, tax planning, and advanced investment management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Columbia Bank.