Managing Director
Current
Oct 2024 - Present
AeroLeads people directory · profile
Isaac Pollock, Cfp® Email & Phone Number
Managing Director at Citizens Private Bank
at
Citizens Private Bank
1 work email found
@firstrepublic.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Managing Director at Citizens Private Bank
Location
San Diego, California, United States
Who is Isaac Pollock, Cfp®? Overview
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Quick answer
Isaac Pollock, Cfp® is listed as Managing Director at Citizens Private Bank at Citizens Private Bank, based in San Diego, California, United States. AeroLeads shows a work email signal at firstrepublic.com and a matched LinkedIn profile for Isaac Pollock, Cfp®.
Isaac Pollock, Cfp® previously worked as Managing Director at Citizens Private Bank and Group Director, Senior Vice President at Flagstar Bank. Isaac Pollock, Cfp® holds Bachelor Of Arts - Ba from Wheaton College.
Company email context
Email format at Citizens Private Bank
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*@firstrepublic.com
68% confidence
AeroLeads found 1 current-domain work email signal for Isaac Pollock, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Isaac Pollock, Cfp®
Isaac Pollock, Cfp® is a Managing Director at Citizens Private Bank at Citizens Private Bank.
Current workplace
Isaac Pollock, Cfp®'s current company
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7 roles · 25 years
Isaac Pollock, Cfp® work experience
A career timeline built from the work history available for this profile.
Jul 2023 - Sep 2024
Managing Director
Our team focuses on customizing private banking solutions for individuals and businesses. Areas of expertise include lending, cash management, wealth management and banking consultation.I excel in working with senior executives and business owners to negotiate and develop banking strategies that will contribute to the success of the firm and its employees..
Apr 2012 - Jul 2023
Relationship Manager
Provide continued excellence in portfolio and client management with a focus on growth of Bank's portfolio of individual and business private banking clients through delivery of First Republic Bank's exceptional financing and banking offerings.
Jan 2011 - Apr 2012
Associate
Analyze and deliver bespoke SFR (single family residential) and CRE (commercial real estate) lending solutions to home buyers and investors in our coastal California markets. Provide best-in-class private banking service and solutions to individuals and businesses across a wide variety of industries.
Dec 2007 - Dec 2010
Analyst/Consultant
Real Estate And Financial Analyst Consultant
Collaborated with several Southern California based real estate development and investment firms to create acquisition and financing strategies. In this capacity, I sourced and analyzed investment opportunities and worked with debt, equity and operating partners to execute new deals.
Jul 2005 - Dec 2007
Associate/Analyst
Equity analysis and research at boutique investment advisory firm.
2001 - 2005
~4 yrs
2 education records
Isaac Pollock, Cfp® education
Bachelor Of Arts - Ba
Wheaton College
Master Of Business Administration - Mba
Babson F.W. Olin Graduate School Of Business
FAQ
Frequently asked questions about Isaac Pollock, Cfp®
Quick answers generated from the profile data available on this page.
What company does Isaac Pollock, Cfp® work for?
Isaac Pollock, Cfp® works for Citizens Private Bank.
What is Isaac Pollock, Cfp®'s role at Citizens Private Bank?
Isaac Pollock, Cfp® is listed as Managing Director at Citizens Private Bank at Citizens Private Bank.
What is Isaac Pollock, Cfp®'s email address?
AeroLeads has found 1 work email signal at @firstrepublic.com for Isaac Pollock, Cfp® at Citizens Private Bank.
Where is Isaac Pollock, Cfp® based?
Isaac Pollock, Cfp® is based in San Diego, California, United States while working with Citizens Private Bank.
What companies has Isaac Pollock, Cfp® worked for?
Isaac Pollock, Cfp® has worked for Citizens Private Bank, Flagstar Bank, First Republic Bank, Real Estate And Financial Analyst Consultant, and Manning & Napier.
How can I contact Isaac Pollock, Cfp®?
You can use AeroLeads to view verified contact signals for Isaac Pollock, Cfp® at Citizens Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Isaac Pollock, Cfp® attend?
Isaac Pollock, Cfp® holds Bachelor Of Arts - Ba from Wheaton College.
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