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@unionbank.com
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5 phones found area 410, 713, and 832
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William Espey, Cfa is listed as Member Board of Trustees at Berkeley Repertory Theatre, a company with 142 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at unionbank.com, phone signal with area code 410, 713, 832, and a matched LinkedIn profile for William Espey, Cfa.
William Espey, Cfa previously worked as Vice President Private Banking at Union Bank and Trustee. at Berkeley Repertory Theatre. William Espey, Cfa holds Mba, Business Management from Pepperdine University.
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AeroLeads found 1 current-domain work email signal for William Espey, Cfa. Compare company email patterns before reaching out.
After 36 years in the banking industry I retired in 2015. I am enjoying this new, exciting phase of my life.I am a CFA and MBA with 36 years financial services experience, the most recent 23 oriented exclusively toward high net worth private client services. As a Wealth Advisor and a Private Banker, I advised high net worth families on investment strategies, estate planning issues, and banking and credit transactions, including foreign exchange and interest rate swaps. Through my service as a Trustee and Chair of the Investment Committee, Finance Committee, Executive Committee and Audit Committee of the Berkeley Repertory Theatre, I have gained insight and experience in matters of board governance and endowment investment management.
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Berkeley, California, United States
In August 2023 I was elected President of the Board of Trustees of this nationally recognized theater company. I chair the Executive Committee and an an ex officio member of the Finance, Investment, Governance, and Facilities committees.
San Francisco Bay Area
Working with a team of wealth management professionals I helped high net worth families build, sustain and transfer wealth based on their priorities. The Private Bank at Union Bank provides wealth planning, investments, risk management, trust and estate services and banking.
Berkeley, California
Berkeley Repertory Theatre is a nationally recognized not-for-profit performing arts organization. I am an executive member of the Board of Trustees and Chair of the Audit Committee. I have served as Chair of the Investment Committee and a member of the Executive Committee, Finance Committee, Planned Giving Committee and the Trustee Selection Committee.
San Francisco Bay Area
Provided investment management and estate planning advice to high net worth private clients. Facilitated lending and banking transactions including custom home construction loans, unsecured and secured lines of credit, and residential property loans.
San Francisco Bay Area
Advised private clients on investment management issues including realistic goal setting, asset allocation, manager selection and estate planning.
San Francisco Bay Area
Relationship Manager for ultra-high net worth private clients. Provided investment services, interest rate hedging, complex credit facilities, trust services and banking services.
San Francisco Bay Area
Private Banking relationship manager providing investment and credit services to HNW individuals and families.
Relationship Manager in corporate banking, covering investment grade companies in the Pacific Northwest. Over $1,000,000,000 in approved credit facilities extended to my clients.
San Francisco Bay Area
Relationship Manager in Financial Institutions Division of Corporate Banking Group. Clients included securities broker-dealers, independent commercial banks and savings & loans institutions. Provided institutional credit facilities and cash management.
Other employees you can reach at berkeleyrep.org. View company contacts for 142 employees →
Elaina Guyett Young
Colleague at Berkeley Repertory TheatreSan Francisco Bay Area, United States
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Andrew Maguire
Colleague at Berkeley Repertory TheatreWalnut Creek, California, United States, United States
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Matthew Hayden
Colleague at Berkeley Repertory TheatreBerkeley, California, United States, United States
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Sara Danielsen
Colleague at Berkeley Repertory TheatrePortland, Oregon, United States, United States
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Read Tuddenham
Colleague at Berkeley Repertory TheatreBerkeley, California, United States, United States
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Lindsey Abbott, Mfa
Colleague at Berkeley Repertory TheatreSan Francisco Bay Area, United States
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Gabriel Holman
Colleague at Berkeley Repertory TheatreRichmond, California, United States, United States
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Jack Melcher
Colleague at Berkeley Repertory TheatreChicago, Illinois, United States, United States
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Nicole Pena
Colleague at Berkeley Repertory TheatreOakland, California, United States, United States
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Stephanie Buchner
Colleague at Berkeley Repertory TheatreOakland, California, United States, United States
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Quick answers generated from the profile data available on this page.
William Espey, Cfa works for Berkeley Repertory Theatre.
William Espey, Cfa is listed as Member Board of Trustees at Berkeley Repertory Theatre.
AeroLeads has found 1 work email signal at @unionbank.com for William Espey, Cfa at Berkeley Repertory Theatre.
AeroLeads has found 5 phone signal(s) with area code 410, 713, 832 for William Espey, Cfa at Berkeley Repertory Theatre.
William Espey, Cfa is based in San Francisco, California, United States while working with Berkeley Repertory Theatre.
William Espey, Cfa has worked for Berkeley Repertory Theatre, Union Bank, Mechanics Bank, First Republic Wealth Advisors, and Citi.
William Espey, Cfa's colleagues at Berkeley Repertory Theatre include Elaina Guyett Young, Andrew Maguire, Matthew Hayden, Sara Danielsen, and Read Tuddenham.
You can use AeroLeads to view verified contact signals for William Espey, Cfa at Berkeley Repertory Theatre, including work email, phone, and LinkedIn data when available.
William Espey, Cfa holds Mba, Business Management from Pepperdine University.
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