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Carolyn
Powell |
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Member,
ACG Orange County
First
Republic Bank
email:
Cpowell@firstrepublic.com
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Company/Firm Profile:
First Republic is a NYSE-traded, bicoastal
private bank and wealth management firm.
The Bank and its subsidiaries specialize
in providing personalized, relationship-based
wealth management services, including
private banking, private business banking,
investment management, trust, brokerage
and real estate lending.
First Republic Bank provides access
to its services online and through preferred
banking offices in seven major metropolitan
areas: San Francisco, Los Angeles, Orange
County, San Diego, Santa Barbara, Las
Vegas and New York City.
Professional Background:
Carolyn has worked in the financial
services industry for 30 years with
institutions that have specialized in
commercial banking, private banking
and investment banking. As a commercial
lender, she has specialized in middle
market companies, professional service
firms and non-profit organizations.
Holds a Series 7, 63 and 24 investment
securities license.
Key Contacts:
CEO’s and accountants
How I Can Best Help Other ACG
Members:
Advising on financing and investment
alternatives
How I Would Like to Expand My Network:
I would like to expand my network to
connect with Independent Schools and
Private Equity Firms.
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