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Mason Vold Email & Phone Number

Senior Portfolio Manager at Tri Counties Bank
Location: San Francisco, California, United States 10 work roles 1 school
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Current company
Tri Counties Bank
Role
Senior Portfolio Manager
Location
San Francisco, California, United States
Company size
122 employees

Who is Mason Vold? Overview

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Quick answer

Mason Vold is listed as Senior Portfolio Manager at Tri Counties Bank, a company with 122 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Mason Vold.

Mason Vold previously worked as Senior Credit Analyst at California Bank Of Commerce and Credit Analyst at California Bank Of Commerce. Mason Vold holds Bachelors Of Science - Finance, Business from California Polytechnic State University-San Luis Obispo.

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Tri Counties Bank

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Profile bio

About Mason Vold

As a Senior Credit Analyst at CBC, I specialize in underwriting and managing loans for private equity-backed and independent companies in the lower middle market. I have experience in cash flow lending, asset-based lending, and technology lending, covering a diverse and industry-agnostic portfolio of clients. I have developed expertise in financial modeling, accounting, and relationship management, as well as in negotiating terms and presenting recommendations to the Bank's Board of Directors. I have successfully underwritten leverage buyouts, growth capital, and refinancing transactions, with deal sizes ranging from $5M to $50M. I also contribute to risk monitoring, trend analysis, and detailed financial projections for my portfolio clients, and provide them with creative solutions to meet their needs. I graduated from California Polytechnic State University-San Luis Obispo with a Bachelor of Science in Finance, where I gained hands-on experience in equity research and portfolio management as part of the Cal Poly Endowment Fund. I am motivated by learning new skills, solving complex problems, and delivering value to my clients and my organization.

Listed skills include Analytical Reasoning, Adaptability, Team Leadership, Resource Management, and 4 others.

Current workplace

Mason Vold's current company

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Tri Counties Bank
Tri Counties Bank
Senior Portfolio Manager
San Francisco, CA, US
Website
californiabankofcommerce.com
Employees
122
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Company profile
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10 roles

Mason Vold work experience

A career timeline built from the work history available for this profile.

Senior Credit Analyst

Current
California Bank Of Commerce

Oakland, California, United States

Led underwriting of pipeline opportunities, presented recommendations to Bank's Board of Directors, and negotiated terms of the Loan and Security Agreement and other legal documents with clients. Continued work with portfolio clients with responsibilities of relationship management as well as meeting clients' needs through creative solutions.

Jun 2023 - Present

Credit Analyst

California Bank Of Commerce

Oakland, California, United States

Underwrote cash flow, asset-based, and technology loans for private equity-backed and independent companies in the lower middle market. Managed a portfolio of industry-agnostic portfolio of clients focusing on trend analysis, risk monitoring, and detailed financial projections.

Jun 2022 - Jun 2023

Equity Research Analyst

California Polytechnic State University-San Luis Obispo

San Luis Obispo, California, United States

Managed $750,000 of Cal Poly Endowment Fund with a goal to outperform the S&P 500. Helped to develop a prospectus utilizing an enhanced indexing strategy while conducting market research and developed a macro view of different sectors. Specialized in the real estate sector. Created analyst reports on potential stock selections, including the use of.

Sep 2021 - Jun 2022

Operations Intern

Tillnu

Madison, Wisconsin, United States

Incorporated Tillnu, LLC and managed operations of the startup. Utilized data analysis tools as well as business automation to optimize workflows and gain a deeper understanding of the underlying business insights. Leveraged Microsoft certifications to drive business while building relationships and managing startup finances.

Jun 2021 - Jun 2022

Head Of Recruitment

Theta Chi

San Luis Obispo County, California, United States

Leading a team to execute recruitment activities at Theta Chi for fall and winter quarter at Cal Poly. Recruited the most number of members in one quarter in chapter history. Dealt with resource and budget management, outreach programs, and event planning and coordination.

Jan 2021 - Dec 2021

Business Analyst

Bridge Partners

Seattle, Washington, United States

- Developed and curated marketing content for deliverables such as eBooks, executive presentations, and infographics for a technology industry leader- Managed executive communications for a fortune 50 company general manager- Successfully managed a project on-time and under budget- Led research for Smart Cities, Transportation, and Robotics initiatives.

Jun 2020 - Sep 2020

Caterer & Caterer Lead

Green Apple Events & Catering

Redmond, Washington, United States

- Two years as a lead and assistant caterer on events and weddings- Developed meaningful connections with clients while managing an outstanding team- Created individual, unique, and aesthetically appealing designs for each event- Trained newly-hired employees on how to provide outstanding customer service

Jun 2018 - Jun 2020

Store Manager

Deca School Store

Liberty High, WA

- Learned how to prepared financials and manage and run store operations- Managed team of workers and scheduled shifts- Turned a profit in end of year financial statement

Sep 2017 - Jun 2018
Team & coworkers

Colleagues at Tri Counties Bank

Other employees you can reach at californiabankofcommerce.com. View company contacts for 122 employees →

CL Cristina Lopez Cristina Lopez Colleague at Tri Counties Bank Lafayette, California, United States, United States View → IM Isabel Melendez Isabel Melendez Colleague at Tri Counties Bank San Diego, California, United States, United States View → TN Timothy Nell Timothy Nell Colleague at Tri Counties Bank San Francisco Bay Area, United States View → DR Danni Remington Smithson Danni Remington Smithson Colleague at Tri Counties Bank Irvine, California, United States, United States View → KD Karine Decker Karine Decker Colleague at Tri Counties Bank Oakland, California, United States, United States View → KS Kevin Shepard Kevin Shepard Colleague at Tri Counties Bank New York, New York, United States, United States View → MT Mahj Tindyala Mahj Tindyala Colleague at Tri Counties Bank United States, United States View → MS Marisela Sweitzer Marisela Sweitzer Colleague at Tri Counties Bank Walnut Creek, California, United States, United States View → SJ Stephanie Johnson Stephanie Johnson Colleague at Tri Counties Bank Irvine, California, United States, United States View → LG Lauren Gonzales Lauren Gonzales Colleague at Tri Counties Bank San Francisco Bay Area, United States View →
1 education record

Mason Vold education

FAQ

Frequently asked questions about Mason Vold

Quick answers generated from the profile data available on this page.

What company does Mason Vold work for?

Mason Vold works for Tri Counties Bank.

What is Mason Vold's role at Tri Counties Bank?

Mason Vold is listed as Senior Portfolio Manager at Tri Counties Bank.

Where is Mason Vold based?

Mason Vold is based in San Francisco, California, United States while working with Tri Counties Bank.

What companies has Mason Vold worked for?

Mason Vold has worked for Tri Counties Bank, California Bank Of Commerce, California Polytechnic State University-San Luis Obispo, Tillnu, and Theta Chi.

Who are Mason Vold's colleagues at Tri Counties Bank?

Mason Vold's colleagues at Tri Counties Bank include Cristina Lopez, Isabel Melendez, Timothy Nell, Danni Remington Smithson, and Karine Decker.

How can I contact Mason Vold?

You can use AeroLeads to view verified contact signals for Mason Vold at Tri Counties Bank, including work email, phone, and LinkedIn data when available.

What schools did Mason Vold attend?

Mason Vold holds Bachelors Of Science - Finance, Business from California Polytechnic State University-San Luis Obispo.

What skills is Mason Vold known for?

Mason Vold is listed with skills including Analytical Reasoning, Adaptability, Team Leadership, Resource Management, Microsoft Excel, Customer Service, Persuasion, and Collaboration.

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