Jeremy Taylor, CEO:

Jeremy Taylor, CEO, has over 25 years of banking experience. He held senior management positions at a major regional bank, with responsibilities in market risk monitoring and (credit) portfolio risk management. Jeremy was a senior commercial lender and later a credit manager at a global business bank. He earned an MSc. in Economics from the London School of Economics and completed all but dissertation requirements in the PhD Economics program at UCLA. He is a Chartered Financial Analyst (CFA) and a Certified Bank Auditor (CBA). He has taught part-time in various US and Canadian universities and is currently an adjunct faculty member at the University of San Francisco’s School of Management.

Kevin Watson, President:

Kevin Watson, President, has over 25 years of experience in the banking and auditing industries, including a national CPA firm. He has held Director, CEO, President, CFO, CCO and compliance officer positions at various California financial institutions. Kevin holds an MA in Accounting from the University of Iowa, a BA from the University of Northern Iowa, and is a graduate of the Pacific Coast Banking School at the University of Washington.