Blog Archives

Stephen Friedman Named Regents Bank Regional President in San Diego County

Stephen Friedman headshot NEWIt’s official! Longtime San Diego banker and business executive Stephen Friedman has been promoted to Regional President in San Diego County. Stephen will oversee operations at our four San Diego offices, which include locations in downtown, La Jolla, Escondido and Vista. Stephen, who has been with Regents Bank since 2009, will continue to work from the La Jolla office.

“I am delighted to have the opportunity to lead the charge for Regents Bank in San Diego going forward,” says Stephen. “Having been part of the leadership team here for many years, Regents Bank’s brand of what we call consultative banking is in my DNA. We have a seasoned team that is focused on providing customized banking solutions crafted to meet each client’s unique circumstances, but we don’t stop there. We seek to understand our client’s short- and long-term goals so that we can direct them to relevant resources to help them. My primary objective is to provide the leadership and support our team needs to execute on our mission of serving our clients at the highest level every day.”

As the former CFO of Bruegger’s Bagels – the national bagel chain, the former CFO of the Westwind Group – a large Burger King franchisee, and the former owner of a local commercial bakery, Stephen thinks entrepreneurially.

“Stephen combines his 20 years of banking experience with his past business experience to provide a unique level of business understanding not normally found in a banker,” said Rocky Laverty, President of Grandpoint Bank. “He has demonstrated leadership and success in consistently growing Regents Bank, primarily due to his ability to deliver valuable services and advice to Regents’ clients.”

Stephen is a resident of Carmel Valley and has been an active member of ProVisors, the Association for Corporate Growth of San Diego, the Rancho Bernardo Professional Group, Renaissance Executive Forums, the Business Executives Council and Chairman’s Roundtable. He earned a bachelor of arts degree from the University of Vermont, followed by a master’s degree in business administration from Boston College and a graduate banking degree from University of Colorado at Boulder.

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Stephen Friedman Discusses Consultative Banking, Bagels and Basketball on Buddy’s Financial Fitness Hour

Stephen Friedman headshot NEW

In case you were not able to tune into Buddy’s Financial Fitness Hourscreen-shot-2016-09-13-at-11-07-51-am on 1700AM ESPN on June 14, we wanted to provide you with a brief video clip as well as the complete podcast of our very own Executive Vice President Stephen Friedman’s appearance on the radio show.

You don’t want to miss Stephen’s tips about applying for a loan, and you can even hear about his entrepreneurial roots in bagels and bakeries.

On the podcast, Stephen is featured for the first 30 minutes as well as the last 12 minutes. He discusses the importance of being a trusted advisor as a business owner’s banker and covers some of the basics of choosing the right form of credit. He also details the benefits of keeping your banker regularly apprised about your business and reveals “the most important thing” for growing businesses. (Spoiler Alert: it’s having continuous access to credit.)

The rest of the broadcast, which features Jim Tenuto, CEO of Renaissance Executive Forums, has some useful business information, too. But it’s not all business. Since ESPN is known as a sports network, the participants talked about basketball, too!

Video: https://www.youtube.com/watch?v=ftIlcdSXQpwscreen-shot-2016-09-13-at-11-07-51-am

Podcast: http://www.realtalksandiego.com/podcastsscreen-shot-2016-09-13-at-11-07-51-am (scroll down to Real Talk San Diego – Stephen Friedman and Jim Tenuto 6-14-16)

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screen-shot-2016-09-13-at-11-07-51-am Linking to Non-Regents Bank Websites

This icon appears next to every link that directs to a third party website not affiliated with Regents Bank. Please be advised that if you click this link you will be taken to a website hosted by another party, where you will no longer be subject to, or under the protection of, the privacy and security policies of Regents Bank. We recommend that you review and evaluate the privacy and security policies of the site that you are entering. Regents Bank assumes no liability for the content, information, security, policies or transactions provided by these other sites.

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Regents Bank Provides Valuable Education for Clients With It’s Consultative Banking Approach

Regents Bank provides ongoing educational events as part of its consultative approach to working with clients,  The most recent event occurred this past Tuesday, March 20th.  Regents co-sponsored an educational event for local San Diego business leaders which was held at The Prado in Balboa Park, San Diego, CA. Renaissance Executive Forums was the event organizer, as well as Stephen Friedman, Senior Vice President of Regents Bank’s Carlsbad office playing a key role in the organization and success of the forum. .

Renaissance Executive Forumsscreen-shot-2016-09-13-at-11-07-51-am is a CEO peer group organization based in La Jolla, CA.  This most recent forum is their signature annual event that has been running for the past five years. Regents Bank has  co-sponsored the last three. More than  125 attendees comprised of business leaders in San Diego, mostly owners of successful companies in San Diego, were in attendance and gained excellent insights from the two keynote speakers, Walter Green and Chip Conley.

Walter spent an entire year of his life personally meeting with over 40 people that he felt had a meaningful impact on his life and then communicating that message to them. He felt that waiting until someone died and then saying all those things in a eulogy would leave him feeling deep regret at not sharing those thoughts when they were alive.  He found that the recipients of his gratitude often had no idea as to the effect that they had on someone else’s life and were so grateful that Walter had shared his gratitude with them. Walter encouraged attendees to spread the gratitude in their own lives and assured us that the rewards were immeasurable.

Chip Conley has been coined as the traffic officer on the intersection between business and psychology.  He discussed the key postulates in his new book, “Emotional Equations”, which breaks down a path to happiness into 16 simple word based, mathematical formulas.  Some examples included:

Happiness = Practicing Gratitude / Pursuing Gratification

Despair = Suffering – Meaning

Disappointment = Expectations – Reality

Chip uses these formulas as constant, simple reminders as to where to place his own priorities in business and personally.

Future events sponsored by Regents Bank’s Carlsbad office can be found on our website at https://www.regentsbank.com/#/events. For further information on Renaissance Executive Forums or Regents Bank’s consultative banking approach contact Stephen Friedman at 760-931-5141

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screen-shot-2016-09-13-at-11-07-51-am Linking to Non-Regents Bank Websites

This icon appears next to every link that directs to a third party website not affiliated with Regents Bank. Please be advised that if you click this link you will be taken to a website hosted by another party, where you will no longer be subject to, or under the protection of, the privacy and security policies of Regents Bank. We recommend that you review and evaluate the privacy and security policies of the site that you are entering. Regents Bank assumes no liability for the content, information, security, policies or transactions provided by these other sites.