CalPrivate Bank
Joe Taormino has a diverse work experience spanning multiple industries. Joe started their career as a Sales Intern at Glaceau Vitamin Water in 2005. From 2007 to 2009, they worked as a Customer Training Professional at The Reynolds and Reynolds Company. In 2009, they joined Client Solution Architects as a Consultant/Analyst - Program Management Support. From 2010 to 2014, they worked at Jay Geier's Scheduling Institute, where they managed and coached Dentists on business concepts. In 2014, they joined Plaza Bank as a VP Business Development Officer, a role they held until 2017. Currently, they are employed at CalPrivate Bank, starting as a VP SBA BDO in 2018 and eventually moving to their current role as SVP SBA BDO in February 2021.
Joe Taormino has a Bachelor of Science degree in Marketing from the University of Tampa - John H. Sykes College of Business. Joe has also obtained a certification in Ritz Carlton Customer Service from The Ritz-Carlton Leadership Center in 2012.
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.