Manuel Holguin

Relationship Manager/portfolio Analyst at CommerceWest Bank

Manuel Holguin is an experienced financial professional currently serving as a Relationship Manager and Portfolio Analyst at CommerceWest Bank since February 2015. In this role, Manuel focuses on meeting the financial needs of high net worth individuals and various organizations, including 1031 Exchange Companies, title and escrow companies, real estate developers, and non-profits. Prior to this position, Manuel worked as a Cash Management Specialist at ECCU from May 2006 to August 2014, where responsibilities included assisting relationship managers with corporate onboarding and managing a portfolio of members with a focus on retention and customer satisfaction. Manuel has a strong foundation in finance and client relationship management.

Location

Los Angeles, United States

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CommerceWest Bank

CommerceWest Bank is determined to redefine banking for small and mid-sized businesses throughout Southern California and the surrounding areas. Within an intelligently organized framework, we will provide flexibility, creating a complete, safe, and sound banking experience for each client, servicing owners and catering to their specific business and individual banking needs. We will work to accommodate our clients, rather than force our clients to accommodate us, providing high-quality, low-stress, and personally tailored banking and financial services. By employing a strategically selected team of experienced professionals, we will carefully shepherd the assets with which we are entrusted. In the process of doing so, we will maximize the financial potential of these accounts, ensure the stability of our institution, and deliver profitable returns, enhancing shareholder value.


Employees

51-200

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