Five Star Bank is the community bank for business owners, entrepreneurs and community leaders!

Five Star Bank - California

James Beckwith

Dj Kurtze

Greg Kogan

Erik Ortiz

Emily Wu

Micah Horgen

Dan Sozzi

Kevin Claypool

Renzo Luján

Irene Montalvo

Mike Lee

Lydia Ramirez

Heather Luck

Shelley Wetton

The Leadership Team at Five Star Bank - California is composed of senior executives responsible for guiding the strategic direction and overall operations of the bank. Their roles include overseeing business development, finance, compliance, marketing, client services, operations, and specialty finance to ensure the bank effectively serves business owners, entrepreneurs, and community leaders. This team fosters innovation, drives growth, and ensures regulatory adherence while enhancing the client experience and maintaining a strong community presence.

Leadership Team

The Credit and Loan Management team at Five Star Bank - California is responsible for evaluating and approving loan applications, assessing creditworthiness, underwriting commercial loans, and ensuring compliance with regulatory requirements. The team supports business owners, entrepreneurs, and community leaders by managing the full loan process from application to disbursement, while also mitigating operational risks and maintaining the bank’s lending standards.

Credit and Loan Management

The Business Development & Client Services team at Five Star Bank focuses on building and nurturing relationships with business owners, entrepreneurs, and community leaders. This team is responsible for identifying new business opportunities, providing specialized financial solutions, and ensuring excellent client engagement and satisfaction. They work collaboratively to drive growth and enhance the bank's presence within the community, leveraging their expertise in various areas such as private client services, venture banking, specialty finance, and employee engagement.

Business Development & Client Services

The Finance team at Five Star Bank - California is responsible for managing the bank's financial health and ensuring sustainable growth. They oversee financial planning, analysis, and reporting, offer strategic guidance on specialty finance, and enhance decision-making through data analytics. This team plays a crucial role in treasury management, financial integration, and ensuring regulatory compliance to support business owners, entrepreneurs, and community leaders effectively.

Finance

The Operations & Support Team at Five Star Bank - California ensures seamless daily banking operations and support for business owners, entrepreneurs, and community leaders. They manage and troubleshoot banking applications, oversee central operations, and collaborate to optimize regional banking processes, ensuring exceptional service and operational efficiency.

Operations & Support Team

The Compliance Team at Five Star Bank - California ensures the bank adheres to all regulatory requirements and industry standards. They monitor, evaluate, and manage the bank’s compliance programs, identify risks, and implement corrective actions to maintain regulatory integrity, supporting business owners, entrepreneurs, and community leaders in achieving their financial goals responsibly.

Five Star Bank - California

Org chart

Teams

Leadership Team

Credit and Loan Management

Business Development & Client Services

Finance

Operations & Support Team

Compliance Team

Offices

Five Star Bank - California

Org chart

Teams

Leadership Team

Credit and Loan Management

Business Development & Client Services

Finance

Operations & Support Team

Compliance Team

Offices

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