CalPrivate Bank
Claudia Ruiz is an experienced accounting professional currently serving as the Accounting Manager at CalPrivate Bank since April 2017. Prior to this role, Claudia held positions as an Application Analyst at Jack Henry & Associates and as a Technology Business Consultant at FIS Global, where responsibilities included providing technical guidance and support for regulatory reporting software. Claudia began their career at San Diego National Bank, now part of U.S. Bank, as a Staff Accountant and later as a Business Analyst, enhancing operational efficiencies and policy development. Early career roles include Credit Manager at the U.S. Grant Hotel and Accounts Receivable Clerk at Kona Kai Resort. Claudia holds a Bachelor of Science in Business Administration with a focus on Accounting from San Diego State University.
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CalPrivate Bank
CalPrivate Bank and its divisions - Coronado, San Diego, La Jolla, Newport, Beverly Hills, and Private Business Capital are committed to offering customized financial solutions. The Bank's focus is to provide a Distinctly Different banking experience through unparalleled service and creative funding solutions to individuals and businesses with complex financial needs. The Bank's Private Banking team services high net worth individuals and businesses of all sizes. We offer a wide array of modern financial services, which include checking, savings, time deposit accounts and related tools. Our real estate lending group specializes in investor commercial properties, owner-occupied buildings, and construction loans. We also provide commercial loans through various portfolio and government-guaranteed programs. The Bank excels in our cross-border lending capabilities under the Export-Import Bank guarantee program. Our experienced Bankers specialize in adding value for local law firms and sole practitioners. Our shareholders, directors, management and staff are dedicated to establishing enduring banking relationships that last for generations.