John Mackey Email and Phone Number
John Mackey work email
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John Mackey personal email
Senior executive with experience managing teams delivering an impactful client experience to high net worth clients and family owned businesses. Experienced in managing the integration of advanced Financial and Estate Planning, Fiduciary Asset Management, Trust, Brokerage and Private Banking.Highlights:Twenty years of working with high net worth clients. Exceptional credit portfolio performance track record. Built high performing teams. Proven builder of sales culture through sales process and management. Experience managing significant change.
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Managing Director InvestmentExchange Bank Feb 2017 - PresentSanta Rosa, Ca, Us
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Senior Vice President - Regional Manager For The Silicon Valley RegionComerica Wealth Management Dec 2007 - Sep 2016Dallas, Tx, UsResponsible for pursuing the Comerica Vision for the Wealth Management client segment based on a multi-discipline team client experience. Managed Private Banking, Trust, Investment Management, Planning, Brokerage and Insurance in the Central Coast and Silicon Valley while also responsible for asset quality as co-chair of credit committee. Led the Western Market in Investment Management Sales for the last 4 years (155% of goal in 2015). Built the most successful Business Owner Advisory team working with Comerica Business Bank (44 active succession planning engagements). -
President Of The Private Capital Bank And Director Of Wealth ManagementGreater Bay Bancorp 2006 - 2007UsResponsible for all aspects of the success of the bank. Responsible for the Wealth Management initiative integrating the eleven banks, Asset Management and the Trust Company under one vision for our client experience. Senior Management Council for GBBC Holding Company. -
Private Advisor/Family Wealth GroupWells Fargo Bank 2003 - 2007Established the initial-experimental team of inter-disciplinary professionals. The team included an estate planning attorney in the role of estate planning advisor, an ultra-high net worth relationship manager, an investment consultant and private banker (my role). As the inaugural team we achieved client portfolio growth from zero to 11 clients and $2,800,000 in net recurring annual fee income at the end of our second year. Family Wealth was successfully launched nationally and later became Abbot Downing.
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Regional Private Banking ManagerWells Fargo 1999 - 2003San Francisco, California, UsPeninsula, South Bay, East Bay and Carmel regions. Responsibility in this role included leadership and coaching for integrating Trust, Investment Management and Private Banking. Region of the year two straight years. Concord Elite twice. -
Private Banking ManagerUnion Bank 1997 - 1999San Francisco, Ca, Us -
Regional Business Banking ManagerWestamerica Bank 1996 - 1997 -
Various Banking RolesFirst Interstate Bank 1985 - 1996Billings, Mt, UsVarious assignment beginning with commercial lender, private banker, branch manager and manager of a cluster of branches. -
StockbrokerDrexel, Burnham, Lambert 1983 - 1985Securities sales to individuals and businesses.
John Mackey Skills
John Mackey Education Details
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Golden Gate UniversityCorporate Finance -
California State University-SacramentoBusiness Administration And Management
Frequently Asked Questions about John Mackey
What company does John Mackey work for?
John Mackey works for Exchange Bank
What is John Mackey's role at the current company?
John Mackey's current role is Director of Investments and Fiduciary Services at Exchange Bank.
What is John Mackey's email address?
John Mackey's email address is je****@****ica.com
What schools did John Mackey attend?
John Mackey attended Golden Gate University, California State University-Sacramento.
What skills is John Mackey known for?
John Mackey has skills like Private Banking, Commercial Banking, Portfolio Management, Commercial Lending, Banking, Credit Analysis, Wealth Management, Credit, Small Business Lending, Loans, Retail Banking, Investment Advisory.
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