SC
Sarah Conte
Csr Personal Banker at First Foundation
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Work Experience
Csr Personal Banker
2021 - Present · 4 years
Universal Banker
2020 - 2021 · 1 years
Retail Banker
2018 - 2020 · 2 years
Company Details
501-1000 Employees
First Foundation Inc. (NYSE: FFWM) and its subsidiaries offer personal banking, business banking, and private wealth management services, including investment, trust, insurance, and philanthropy services. This comprehensive platform of financial services is designed to help clients at any stage in their financial journey. The broad range of financial products and services offered by First Foundation are more consistent with those offered by larger financial institutions, while its high level of personalized service, accessibility, and responsiveness to clients is more aligned with community banks and boutique wealth management firms. This combination of an integrated platform of comprehensive financial products and personalized service differentiates First Foundation from many of its competitors and has contributed to the growth of its client base and business. First Foundation Mutual Funds Information & Disclosure: https://www.firstfoundationinc.com/first-foundation-funds
Year Founded
1990
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Depository Credit Intermediation, Finance and Insurance
HQ Location
18101 Von Karman Avenue, Suite 750 Irvine, CA 92612, US
Keywords
Personal BankingBusiness BankingInvestment ManagementWealth PlanningTrust ServicesPhilanthropy Services
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