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Steven Fineberg Email & Phone Number

Operations Officer at CalPrivate Bank
Location: West Hollywood, California, United States 7 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Operations Officer
Location
West Hollywood, California, United States
Company size

Who is Steven Fineberg? Overview

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Quick answer

Steven Fineberg is listed as Operations Officer at CalPrivate Bank, a company with 96 employees, based in West Hollywood, California, United States. AeroLeads shows a matched LinkedIn profile for Steven Fineberg.

Steven Fineberg previously worked as Senior Client Services at Excel Bank and Client Manager, Commercial Banking at Axos Bank. Steven Fineberg holds Ba, Business Administration from American College.

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Email format at CalPrivate Bank

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CalPrivate Bank

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Profile bio

About Steven Fineberg

Sales and Client Services Management with over 15+ years of experience in financial services, apparel, and consumer product sales.I have built long-standing and lucrative business alliances with a proven track record of achieving results. I have a passion for my work and strive to create outstanding brand growth and exceptional customer service for my partners and clients.SPECIALTIES:✤ Account Management and Client Relations✤ Multi-Channel Sales✤ Sales Presentations and Special Events✤ Customized Banking Solutions Tailored to the Clients Needs✤ Digital BankingI am confident I can offer significant value to your organization and look forward to discussing how we can work together to accomplish your goals.I can be reached at:shfineberg07@gmail.com213.479.1900

Current workplace

Steven Fineberg's current company

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CalPrivate Bank
Calprivate Bank
Operations Officer
la jolla, california, united states
Website
Employees
96
AeroLeads page
7 roles · 17 years

Steven Fineberg work experience

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Operations Officer

Current

Beverly Hills, California, United States

  • Responsible for providing a full range of best-in-class professional servicing, sales and fulfillment duties to both internal and external clients. Gather documentation, complete and onboard commercial and consumer.
  • Research and resolve complex client transaction issues, ensuring client satisfaction
  • Manage daily reports; disposition NSF report prior to cut-off
  • Process incoming/outgoing wires, client deposit, credit transactions with accuracy, maintain cash vault
Feb 2024 - Present

Senior Client Services

Beverly Hills, CA

  • Responsible for providing a full range of best in class professional servicing, sales and fulfillment duties to both internal and external clients. Gather documentation, complete and onboard commercial and consumer.
  • Manage daily requests from clients and internal business partners for account maintenance, processing transactions, wire transfers, research, adjustments
  • Client outreach to update account information and uncover sales opportunities. Provide a consultancy approach to selling to satisfy the needs of the client
  • Responsible for daily exception item processing, non-posts, reconciliation
Jan 2023 - Jan 2024

Client Manager, Commercial Banking

Los Angeles, California

  • Managed the new account onboard process for a variety of vertical lines of business, including: AFS, Entertainment, HOA, Real-Estate. Gathered, processed and followed-up with clients and business partners to ensure all.
  • Managed incoming calls and Emails regarding account inquiries from clients and business partners, including but not limited to: wire transfers, exception item processing, fraud alerts, research, adjustments, stop.
  • Communicated directly with clients and business units to ensure accurate and timely completion of requests and resolved issues by navigating the bank’s various departments
2022 - 2023 ~1 yr

Senior Relationship Associate

Beverly Hills, California, United States

  • Collaborate with Relationship Managers to manage sales and service requests, including: the opening of new accounts. Supersedes, KYC, transfers, Callback. Relationship building through phone call and Email follow-up
  • Manage client interactions; completing request and escalate for sales opportunity
  • Process deposit, withdrawal and credit transactions; maintaining accuracy and efficiency
2019 - 2021 ~2 yrs

Manager Of Marketing & Business Development

Hf Farms

Los Angeles

  • Managed all promotional efforts and developed highly effective marketing campaigns including radio appearances, print and digital marketing and community outreach programs
  • Developed relationships with leading restaurants and chefs in the Los Angeles metro area including Gjelina, Pace and Alma
  • Led public and media relations and managed ecommerce sales initiatives
  • Created and managed database of 1,000 consumers from zero - via unique, innovative, strategically planned affiliate and media campaigns and creative continuity programs
  • Organized special education and fundraising events on sustainable farming and nutrition and partnered with keynote speakers including physicians and chiropractors
  • Wrote a food blog to educate consumers, promote awareness and increase sales
2016 - 2019 ~3 yrs

West Coast Sales Representative

Report Collection

Los Angeles, CA

  • Managed a Montréal-based men’s sportswear collection with an annual wholesale volume of $12 Million
  • Launched West Coast business and achieved sales growth from $0 to $750K in first year. Total annual sales volume $1.8 Million
  • Pursued and developed all sales activities for Nordstrom nationally. Increased business to become one of the company’s largest accounts. Executed their all store buys and maintained strong buyer relationships
  • Nordstrom wholesale sales volume exceeded $1.1 Million annually
  • Increased sales and distribution channels by developing business with over 100 new specialty stores
  • Conducted trend and market research with Montréal-based design and sales team to identify key trends and translate/merchandise those trends for the west coast market
2014 - 2016 ~2 yrs

Western And Southern States Sales Representative

Los Angeles

  • Managed a territory including the 13 western states and Dallas area
  • Worked with sales teams in both the LA and NYC showrooms on line presentations and product merchandising
  • Conducted all facets of account management including client communications, order input, shipping, and follow-up
  • Grew existing specialty store customer base from 75 doors to over 300 doors; increasing business by over 80% ($300k to $550k)
2009 - 2014 ~5 yrs
Team & coworkers

Colleagues at CalPrivate Bank

Other employees you can reach at calprivate.bank. View company contacts for 96 employees →

2 education records

Steven Fineberg education

Ba, Business Administration

American College
FAQ

Frequently asked questions about Steven Fineberg

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

What company does Steven Fineberg work for?

Steven Fineberg works for CalPrivate Bank.

What is Steven Fineberg's role at CalPrivate Bank?

Steven Fineberg is listed as Operations Officer at CalPrivate Bank.

Where is Steven Fineberg based?

Steven Fineberg is based in West Hollywood, California, United States while working with CalPrivate Bank.

What companies has Steven Fineberg worked for?

Steven Fineberg has worked for Calprivate Bank, Excel Bank, Axos Bank, City National Bank, and Hf Farms.

Who are Steven Fineberg's colleagues at CalPrivate Bank?

Steven Fineberg's colleagues at CalPrivate Bank include Liz Brigante, Tim Himstreet, Mary Brandt, Tanner Sebastian, and Javier Lopez.

How can I contact Steven Fineberg?

You can use AeroLeads to view verified contact signals for Steven Fineberg at CalPrivate Bank, including work email, phone, and LinkedIn data when available.

What schools did Steven Fineberg attend?

Steven Fineberg holds Ba, Business Administration from American College.

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