See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Charlie Clifford profile image

Charlie Clifford

Senior Vice President & Regional Manager at Tri Counties Bank
Intro Book
Seasoned banking executive with 20+ years of experience in commercial lending, risk management, and strategic financial planning.
  • Claim this Profile
Location
San Francisco Bay Area, US
Skills
  • Portfolio Management
  • Financial Analysis
  • Commercial Lending
  • Risk Management
  • Investments
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Charlie Clifford is a seasoned banking executive with 20+ years of experience in commercial lending, risk management, and strategic financial planning. He has held senior leadership positions at Tri Counties Bank, Bank of Marin, Carrollton Bank, The Private Bank And Trust Company, and Southwest Bank of St. Louis. He holds an MBA from Washington University in St. Louis and a BA from Vassar College.

Experience

  • Tri Counties Bank
    • Marin / Northbay
    • Senior Vice President & Regional Manager
      • May 2022 - Present
      • Marin / Northbay

  • Bank of Marin
    • Marin Commercial Banking Office - Corporate Headquarters
    • Senior Vice President & Regional Manager
      • Aug 2013 - May 2022
      • Marin Commercial Banking Office - Corporate Headquarters

  • Carrollton Bank
    • St. Louis HIlls
    • Vice President - Commercial Lending
      • Dec 2009 - Jul 2013
      • St. Louis HIlls

  • The Private Bank And Trust Company
    • Greater St. Louis Area
    • Managing Director
      • Aug 2003 - Nov 2009
      • Greater St. Louis Area

  • Southwest Bank of St. Louis
    • Assistant Vice President
      • Aug 1996 - Jul 2003

Education

  • 2015 - 2017
    Pacific Coast Banking School
  • 1997 - 2000
    Washington University in St. Louis
    Master of Business Administration (MBA)
  • 1989 - 1993
    Vassar College
    Bachelor of Arts (BA), International Studies

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles