Jayvee Gulmatico

Jayvee Gulmatico Email and Phone Number

Vice President, Private Bank Team Lead - San Francisco @ Tri Counties Bank
San Francisco, CA, US
Jayvee Gulmatico's Location
San Francisco, California, United States, United States
Jayvee Gulmatico's Contact Details

Jayvee Gulmatico personal email

n/a

Jayvee Gulmatico phone numbers

About Jayvee Gulmatico

I am delighted to announce that I am joining Tri Counties Bank as we embark on an exciting journey to build their private banking division! Collaborating with my talented partners, we are dedicated to creating innovative and personalized banking solutions.This opportunity not only allows us to leverage our expertise in wealth management but also to enhance the banking experience for our clients with customized financial solutions. Together, we aim to establish a distinguished brand recognized for service excellence and financial acumen.I look forward to connecting with many of you, sharing insights, and driving forward together in this dynamic sector of private banking!

Jayvee Gulmatico's Current Company Details
Tri Counties Bank

Tri Counties Bank

View
Vice President, Private Bank Team Lead - San Francisco
San Francisco, CA, US
Website:
tcbk.com
Employees:
979
Jayvee Gulmatico Work Experience Details
  • Tri Counties Bank
    Vice President, Private Bank Team Lead - San Francisco
    Tri Counties Bank
    San Francisco, Ca, Us
  • Tri Counties Bank
    Team Lead - Private Bank
    Tri Counties Bank Oct 2024 - Present
    Chico, California, Us
    Responsible for spearheading the establishment of a new private banking division aimed at providing tailored financial solutions for high net-worth clients. This leadership role will involve overseeing a range of functions including client acquisition, team management, compliance, product development, and operational strategies to ensure a successful launch and growth trajectory for the bank.
  • Dryvebox
    Chief Executive Officer - Dryvebox Napa Valley
    Dryvebox Jun 2024 - Present
    San Francisco, Ca, Us
    Founded with a passion for the sport, Dryvebox Napa Valley specializes in delivering unique, mobile golf experiences directly to our customers. Our all-in-one mobile golf simulators make it easier than ever for individuals, families, and communities to engage with golf in diverse settings—be it at a winery, wedding, or a corporate event.As a family-run business, we prioritize relationships and customer satisfaction. Our dedicated team believes in supporting one another and fostering an environment where everyone can thrive. This philosophy extends to our customers, as we strive to create memorable experiences that promote joy, inclusivity, and connection through golf.Whether you’re an avid golfer or stepping onto the green for the first time, Dryvebox Napa Valley invites you to join us in redefining the possibilities of golf. Let’s cultivate golf everywhere!Our Mission: Cultivate Golf Everywhere.Connect with us and be a part of our journey!
  • Jpmorgan Chase & Co.
    Preferred Banking Team Lead, Vice President
    Jpmorgan Chase & Co. Jul 2023 - Jul 2024
    New York, Ny, Us
    In addition to meticulously preserving our esteemed book of business and mitigating team attrition amidst periods of acquisition and integration ambiguity, I strategically orchestrated initiatives to recover and expand lost business. Leveraging seamless cross-solutioning with our esteemed Wealth Management partners, I showcased unparalleled resilience and adaptability in adeptly navigating through challenging circumstances.
  • First Republic Bank
    Managing Director
    First Republic Bank Feb 2015 - Jul 2023
    San Francisco, Ca, Us
    I led a premier sales team, leveraging our extensive network and $6B+ in deposits to streamline processes and guide prospects through seamless onboarding, all while maintaining a focus on exceptional client service and high-touch interactions. Through strategic partnerships, we facilitated discussions on deposit raising, credit building, mortgages, commercial lending, and wealth management/financial planning. This resulted in deposit growth from $485MM to $2.1B and an expansion of our client base by 2000 households.
  • First Republic Bank
    Assistant Team Lead
    First Republic Bank Feb 2010 - Feb 2015
    San Francisco, Ca, Us
    As part of a collaborative effort with two other leads, I co-managed a combined team of 50 Preferred Bankers and Preferred Banking Associates, aligning with the company's expansion trajectory. We augmented the team of bankers and banking associates by an impressive 75%. Maintaining an unwavering focus on nurturing our current book of business, we saw remarkable growth through a dedicated service-oriented approach. Through our team's concerted efforts, referrals from existing clients surged from $90MM to $485MM in deposits.
  • First Republic Bank
    Preferred Banker -> Senior Preferred Banker
    First Republic Bank Feb 2005 - Feb 2010
    San Francisco, Ca, Us
    Collaborated closely with Relationship Managers, Business Bankers, and Wealth Advisors to enhance deposit growth among our high net worth clients. My primary focus centered on day-to-day banking servicing, seamless onboarding, and cross-servicing initiatives. I prioritized efficient navigation across diverse verticals to deliver optimal solutions and achieve desired outcomes through effective collaboration and teamwork in a fast-paced environment. This approach enabled me to steadily cultivate a portfolio, witnessing substantial growth from 0 to $90MM in deposits, one client at a time.
  • Citigroup
    Client Financial Analyst
    Citigroup Jul 2002 - Feb 2005
    New York, New York, Us
    Develop, proactively source and acquire new client relationships and maximize client sales opportunities; identify clients for opportunities/needs by matching products to meet those needs and ensure the appropriateness of the sale; develop and implement a tailored plan to execute the established sales strategy; broaden and deepen all client relationship by partnering with other Citibank Associates and departments to ensure that all sales opportunities are explored, and the current and prospective clients have a consistent, superior Citibanking experience.
  • Blanc & Otus
    Account Coordinator
    Blanc & Otus May 2000 - Oct 2000
    San Francisco, Ca, Us
    Strong public relations background includes agency and corporate experience. Experienced pitching story ideas to print, radio and TV media. Exceptional communication skills and public speaker. Experienced researching and writing news releases, fact sheets, interviews, newsletters and feature pieces. Additional expertise in project management. Experienced managing event promotions, marketing,ncollateral, publishing and other initiatives, with hard deadlines and up to eight team members.

Jayvee Gulmatico Skills

Banking Management Strategy Finance Crm Credit Loans Financial Analysis Public Relations Marketing Credit Analysis Leadership Customer Service Relationship Management Sales Private Banking Retail Banking Mortgage Lending Consumer Lending Risk Management Small Business Lending Portfolio Management Investments Commercial Lending Leadership Development Marketing Strategy Strategic Planning Sales Management Training Small Business Project Management Public Speaking Time Management Commercial Banking Mergers And Acquisitions Interviews Negotiation Deposits Wealth Management

Jayvee Gulmatico Education Details

  • Wharton Executive Education
    Wharton Executive Education
    Ii
  • Virginia Commonwealth University
    Virginia Commonwealth University
    Mass Communications
  • Ateneo De Manila University
    Ateneo De Manila University
  • Kenston Forest School
    Kenston Forest School

Frequently Asked Questions about Jayvee Gulmatico

What company does Jayvee Gulmatico work for?

Jayvee Gulmatico works for Tri Counties Bank

What is Jayvee Gulmatico's role at the current company?

Jayvee Gulmatico's current role is Vice President, Private Bank Team Lead - San Francisco.

What is Jayvee Gulmatico's email address?

Jayvee Gulmatico's email address is jg****@****lic.com

What is Jayvee Gulmatico's direct phone number?

Jayvee Gulmatico's direct phone number is +141592*****

What schools did Jayvee Gulmatico attend?

Jayvee Gulmatico attended Wharton Executive Education, Virginia Commonwealth University, Ateneo De Manila University, Kenston Forest School.

What are some of Jayvee Gulmatico's interests?

Jayvee Gulmatico has interest in Watching Sports, Cooking, Electronics, Home Improvement, Basketball, Reading, Crafts, Gourmet Cooking, Sports, Watching Basketball.

What skills is Jayvee Gulmatico known for?

Jayvee Gulmatico has skills like Banking, Management, Strategy, Finance, Crm, Credit, Loans, Financial Analysis, Public Relations, Marketing, Credit Analysis, Leadership.

Who are Jayvee Gulmatico's colleagues?

Jayvee Gulmatico's colleagues are Jen Milne, Kelly Winch, Jacob Perkins, Judy Reynolds, Reina Ceja, Kirandeep Randhawa, John Davis.

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