We’re happy to welcome 25-year banking veteran Brian Harrison, who just joined our team as Senior Vice President and Senior Relationship Manager.
Just like our Regional President, Stephen Friedman, Brian has the unique qualification of having served as a CFO for various corporations. Combined with his banking and investment experience, Brian’s time as a CFO influences the way he works with his clients.
“I’ve been on both sides,” said Brian. “I know what it’s like to raise capital, oversee mergers and acquisitions and even take a company public.”
When Brian saw a chance to join our team, he was attracted by our local decision making and community focus.
“I saw a chance to know my customers better and obtain quicker decisions on their behalf,” he said.
Before joining Regents, Brian provided banking services for several San Diego Port tenants, which he will continue to do. He also very much enjoys working with clients in technology and defense but finds just about any small business fascinating.
Speaking of small businesses, he and his wife own one south of the border. Brian’s wife is a doctor who runs an ob/gyn practice in Tijuana.
“Our kids and I go down there too on Saturdays, and I help out by answering phones and greeting patients,” said Brian. “What the kids and I like most, though, is the chance to eat at the Mexican restaurants while we’re there.”
Brian also keeps busy earning a degree from Pacific Coast Banking School, which he will complete this summer. As part of his studies, he is producing a management report entitled Artificial Intelligence Impact on Banking.
“Learning about other sides of banking you’re not usually involved with helps round you out,” says Brian, who has worked in oil and gas exploration, technology, banking and investment finance…and as a part-time volunteer receptionist.
He’s also a dedicated member of the Risk Management Association, having spent one-and-a-half years as president recently. While leading the organization, he helped resurrect its newsletter and line up informative speakers for monthly events.
What else keeps Brian well rounded? Sailing!
“I’ve taken sailing classes through Power Squadron, but I’m pausing for school,” he said. “I’d love to buy a boat, but for now, I go sailing with friends.”
He also enjoys hiking, biking and traveling when he’s not working or studying.
We think it’s safe to say that you may see Brian out at a business event, on the trail, out to sea or even in your office, offering a very well-rounded perspective. Welcome, Brian!
We’re pleased to announce that Jim Kelley has joined our bank as Senior Vice President/Senior Relationship Manager. Jim will work out of our Escondido Office. A seasoned banker, Jim brings over 30 years of commercial banking and business development experience with an extensive background in commercial, small business administration (SBA) and real estate lending.
Jim worked for several successful commercial banks throughout San Diego in various capacities, ranging from Vice President/Branch Manager many years ago to Senior Vice President/Chief Lending Officer in the late 90s to President/CEO of Discovery Bank from 2000 to 2007. He most recently served as Senior Vice President/Group Manager for Comerica Bank.
In addition to his extensive banking experience, Jim served as CFO for the sports cards and memorabilia company Upper Deck and for the computer cable manufacturer C Enterprises—both headquartered in San Diego.
“Between my experience as CFO of multi-million dollar companies and my work as founding president of Discovery Bank, I understand what it takes to start and run a business,” said Jim. “I love that I can use that expertise to help a wide variety of San Diego businesses and that I’m doing it with a bank that forms such close connections with its clients.”
While he works with a wide cross section of businesses, Jim has specialized expertise working with manufacturing, distribution and service companies.
Jim resides in Vista. He earned his bachelor’s degree from San Diego State University and received his executive MBA from Pacific Coast Banking School in Washington.
When he’s not working, Jim and his family enjoy sailing around San Diego Harbor or further afield off the San Diego coast.
We look forward to Jim’s contributions to our team. Welcome, Jim!