First Foundation
Jose Cuadrado is an experienced professional in client services and customer management, currently serving as Client Services Manager at First Foundation Inc. since August 2023. Prior roles include Customer Service Manager at Conditioned Air Company, LLC, and various positions at First Foundation Inc. as AVP, Utility Client Service Manager, and AVP-Customer Service Officer. Additionally, Jose held the position of VP Branch Manager at both PNC and First Florida Integrity Bank, focusing on business relationships and a diverse range of banking services. Educational qualifications include a Banking Degree in Banking and Finance from the Florida School of Banking, and an Advanced TESOL Certification from the Canadian Institute of English.
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First Foundation
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First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii.