Steve Rinehart
Senior Managing Director at Citizens Private Bank
- Role
- Senior Managing Director at Citizens Private Bank
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Steve Rinehart
I have 20+ years in Private Banking with a focus on serving high-net worth clients, their families and businesses. Sector expertise in working with tech founders, professional services firms and real estate developers. As a trusted advisor, I consult with clients to identify their goals and lead a cross functional team to deliver customized financial solutions. Private Banking Services include: Personal and Corporate Banking, Real Estate lending, Trust Services, Brokerage and Private Wealth Management.I have self-sourced my book of business by providing exceptional service and a demonstrated commitment to the client’s financial success. This helps foster loyalty, encourages referrals and builds long-term relationships. As a Deputy Regional Managing Director for the Northern California Region, I lead a team of Relationship Managers and the supporting banking and client service teams to acquire, service and grow our client base.
Experience
Senior Managing Director
Jun 2023 — Present · San Francisco, CA, US
Education
Colorado State University
Bachelor of Science - BS
1986 — 1990
Skills
- Real Estate Development
- Commercial Lending
- Wealth Management
- Real Estate
- Residential Homes
- Management
- Private Banking
- Refinance
- Home Equity Loans
- First Time Home Buyers
- Marketing Strategy
- Mortgage Lending
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