David J. Ross

Valicenti Advisory Services, Inc. (VASI) is an independent registered investment advisory firm headquartered in Elmira, New York. The firm was founded by Vince Valicenti in 1984. VASI provides discretionary investment advisory services and financial services to individuals, banks, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and business entities.

WEDBUSH, Inc. provides financial, securities brokerage, wealth management, and investment banking services. The company was founded by Edward William Wedbush and Robert Werner in 1955 and is headquartered in Los Angeles, CA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Community Bank of Santa Maria operates as a community bank, which provides banking services. It provides loans to small and middle-market businesses and individuals. The company provides construction loans, personal banking and business banking services. Its personal banking services include home equity loans, mobile home loans, auto loans, checking & savings accounts, certificates of deposit, CDARS accounts. Community Bank of Santa Maria was founded on March 1, 2001 and is headquartered in Santa Maria, CA.

Part of Deloitte LLP (New York), Deloitte, Haskins & Sells LLP provides accounting services. The company is based in Mumbai, India.

CAST Management Consultants, Inc. provides management consulting services. It offers services to the retail, commercial banking, regulatory compliance and risk, finance optimization, insurance and wealth management, and revenue management industries. The company was founded in 1986 and is headquartered in Los Angeles, CA.

Pacific Premier Bank is a state-chartered commercial bank headquartered in Costa Mesa, California. They serve businesses from six locations throughout Southern California including six depository branches in Costa Mesa, Huntington Beach, Los Alamitos, Newport Beach, San Bernardino, and Seal Beach as well as an SBA loan production office in Costa Mesa. Through their branches and their web site they offer a full complement of deposit and loan products and services for commercial businesses, non-profit organizations, and consumers. They offer their customers an alternative to the impersonal service experienced at the large regional and national banks.

California First National Bank operates as a nationally chartered commercial bank. The firm offers online banking, lease and loan financing services. The company is headquartered in Irvine, CA.

Malaga Bank FSB operates as a bank. It offers financial services. The company was founded in 1985 and is headquartered in Palos Verdes Estates, CA.

Kamakura Corp. provides risk management information, risk management software and risk management consulting services. It offers value-at-risk, transfer pricing, net income simulation, yield curve smoothing and credit risk services. The firm also provides portfolio modeling, default probability models and troubled company index services. The company was founded by Donald R. van Deventer in 1990 and is headquartered in Honolulu, HI.

Part of Pacific Premier Bancorp, Inc., MBFS Holdings, Inc. provides investment services. The company is based in El Segundo, CA.

CalPrivate Bank provides financial services. Its services include demand, savings and time deposit accounts, mortgages and loans. The company was founded on April 10, 2006 and is headquartered in Coronado, CA.

DMG Bancshares, Inc. is an American parent company of California First National Bank, which is a full-service commercial bank that specializes in commercial real estate. The bank is located in Irvine, CA, and provides services to the greater and markets. DMG was capitalized in early 2021 with capital commitments of $170 million. The executive officers and majority of the staff are all alumni of and were instrumental in the success of Grandpoint Bank, which operated in from 2010 until it was sold in 2018. The CEO of the company is Don M. Griffith.