Sign In  |  Register  |  About Burlingame  |  Contact Us

Burlingame, CA
September 01, 2020 10:18am
7-Day Forecast | Traffic
  • Search Hotels in Burlingame

  • CHECK-IN:
  • CHECK-OUT:
  • ROOMS:

Emily Menjou of Exchange Bank Wins ABA Wealth Management Under 40 Award

Exchange Bank (OTC: EXSR) is pleased to announce that Emily Menjou, personal trust fiduciary manager at Exchange Bank, is a recipient of the ABA Under 40 Wealth Management Award presented by the American Banking Association. The award recognizes wealth management and fiduciary professionals who are committed to the highest standards of achievement at work and in their communities. Emily was one of 15 winners from across the country.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20221212005198/en/

Emily Menjou, Personal Trust Fiduciary Manager, Exchange Bank (Photo: Business Wire)

Emily Menjou, Personal Trust Fiduciary Manager, Exchange Bank (Photo: Business Wire)

A resident of Santa Rosa, Emily began her career with Exchange Bank in 2002 and started specializing in trust services in 2007. She holds a bachelor’s degree in Business Administration/Finance from Sonoma State University and holds the designation of Certified Trust and Financial Advisor through the Institute of Certified Bankers. Emily is a graduate of Leadership Santa Rosa and a former recipient of the North Bay Business Journal’s Forty under 40 award. She also serves on the board of Made in Santa Rosa Education Foundation and the Santa Rosa Memorial Hospital Foundation and is the past president of the Redwood Empire Estate Planning Council.

“Emily exemplifies the Bank’s culture of attentive, personal service and knowledge and experience of trust administration,” said John Mackey, Exchange Bank, senior vice president, managing director of Investment & Fiduciary Services. “She is very committed to serving the needs of her clients and her local community.”

About Exchange Bank

Headquartered in Sonoma County and founded in 1890, Exchange Bank is a full-service community bank with assets of $3.43 billion. Exchange Bank provides a wide range of personal, commercial and trust and investment management services with 16 retail branches in Sonoma County, a commercial branch in Roseville and Trust & Investment Management offices in Santa Rosa, Roseville and Silicon Valley. The Bank’s legacy of financial leadership and community support is grounded in its core values of commitment, respect, integrity and teamwork. Exchange Bank is known for its people who care about their customers, their company and the communities where they live and work. Exchange Bank is a 17-year winner of the North Bay Business Journal’s Best Places to Work survey and the 2022 San Francisco Business Times Corporate Philanthropy Award. Exchange Bank was named Best Consumer Bank by the NorthBay biz Magazine’s Best of the North Bay readers’ poll. The Petaluma Argus Courier People’s Choice Awards named Exchange Bank Best Local Bank 2022 and the Bohemian Magazine’s Best of the North Bay 2022 named Exchange Bank Best Business Bank and Best Consumer Bank. www.exchangebank.com.

Member FDIC — Equal Housing Lender — Equal Opportunity Employer

“Emily exemplifies the Bank’s culture of attentive, personal service and knowledge and experience of trust administration.”

Contacts

Carolyn Cole-Schweizer, Marketing Services Manager

707.541.1250

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
 
 
Copyright © 2010-2020 Burlingame.com & California Media Partners, LLC. All rights reserved.