Devon Richardson-r

Devon Richardson Joins Regents Bank as Vice President

Devon Richardson-rWe are pleased to announce that Devon Richardson, an accomplished San Diego commercial banker, recently joined Regents Bank, a division of Grandpoint Bank, as our newest Vice President.

Devon will build and expand client relationships and provide consultative banking services to business owners, commercial real estate investors and personal banking clients throughout San Diego County.

Devon will work out of our Vista office, located near the intersection of South Santa Fe Avenue and Civic Center Drive. She is a proud resident of Vista and enjoys staying active within the community. Devon is a member of the Vista Hi Noon Rotary Club and serves on the board as program chair.  She is also a member of Triple M, a women’s philanthropic group that provides youth scholarships and supports numerous charities in North San Diego County.

Devon is widely regarded throughout San Diego as a banker willing to go the extra distance for her clients, a trait very consistent with our business philosophy. We welcome her to Regents Bank and hope you will enjoy working with her as much as we do.

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Make Your Business Bankable: Regents Bank’s Sean Puckett on “It’s Your Money and Your Life”

Sean Puckett, Vice President

Sean Puckett, Vice President

As sponsors of the Family Office Guy↗ radio show, we enjoy the opportunity to share on air about our consultative banking approach and help listeners understand more about what they should expect from their business banking relationship. Recently, our Vice President, Sean Puckett, sat down with Richard Muscio and Joe Vecchio to help listeners understand how to make their businesses “bankable” on “It’s Your Money and Your Life.”

Today, it is estimated that less than 30 percent of businesses are bankable. In the broadcast, Sean mentions that the biggest challenge small businesses face when trying to obtain bank loans is proving consistent historical profitability. Tax strategies and growth strategies look different, so if your company mission includes growing enterprise value, engage your CPA and your banker for input.

Sean’s advice to small businesses looking to become bankable in the next year is as simple as an opening up a conversation with your banker. Approach your banker with the right questions to find out how they look at cash flow, collateral and your unique risk elements. Even if they can’t lend you money now, they can at least define specific credit guidelines, providing you the tools to make your business bankable sooner.

The best business banking partners can offer resources, experience and connections for your business that are often just as valuable as the money they lend.  Think outside the box, think long term and challenge the limits of your business banking relationship today.

To listen to the entire podcast, click here.

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Celebrating the Season of Good Cheer and Good Will

image001As the holiday season draws to a close and we look forward to a shiny new year, we reflect on 2013 and all the people and events that made it the memorable year that it was.  Family occasions, both great and small; gatherings and special moments with old friends and new; images of historical events around the world; the countless small but indelible moments that make up our days; and all the business successes and milestones we share with our clients and friends.  During this season of good will to all, we would like to take just a moment and express our appreciation to you for being part of our lives this past year. We wish you a joyous holiday and a very happy, rewarding, prosperous and peaceful 2014.

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Jon Michael Caffall, Regional Manager

Regents Bank Promotes Jon Michael Caffall to Regional Manager of Vista Office

Jon Michael Caffall, Regional Manager

Jon Michael Caffall, Regional Manager

We are pleased to announce that Jon Michael Caffall has been promoted to senior vice president and regional manager of our Vista office.

Jon Michael joined Regents Bank in 2005 as vice president, senior relationship manager and assumed the official title of Regional Manager after stepping into the position on an interim basis after the untimely passing of our esteemed colleague Mike Cavataio in April.

“Jon Michael has demonstrated an ability to gather his team to collaboratively make decisions about running the office and brought order under challenging circumstances,” said Steven D. Sefton, president of Regents Bank. “Furthermore, he has instituted new initiatives both within his office and in other areas of the bank outside his assigned responsibilities. We believe that Jon Michael’s consistent performance over the years, his leadership in team building, and his outstanding work ethic qualify him for this promotion.”

In addition to his role as regional manager, Jon Michael will continue developing and managing commercial loan and depository relationships for small and mid-sized businesses throughout San Diego.

A resident of Vista, Jon Michael is a big supporter within the community. He has arranged for Regents Bank to support the fundraising efforts of the Vista Optimist Club, while also personally supporting the Disabled American Veterans and the American Diabetes Association.

Jon Michael can be reached at 760.542.4215 or jmcaffall@regentsbank.com.  Everyone at Regents Bank congratulates Jon Michael on his well-deserved promotion.

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