Allan G. Bortel
Directeur/Membre du Conseil chez Tamalpais Wealth Advisors
Profil
Mr. Allan G.
Bortel is Vice Chairman, Secretary & Treasurer at Tamalpais Wealth Advisors, a Director at Tamalpais Bancorp, Vice President at Reedlands Property Owners Association, Vice Chairman, Secretary & Treasurer at Epic Wealth Management, and a Member at The Belvedere-Tiburon Library Foundation.
He is on the Board of Directors at Tamalpais Wealth Advisors and Tamalpais Bancorp.
Mr. Bortel was previously employed as a Trustee by Belvedere-Tiburon Library.
He also served on the board at Tamalpais Bank.
He received his undergraduate degree from the University of Pennsylvania and an MBA from the University of California, Berkeley.
Postes actifs de Allan G. Bortel
| Sociétés | Poste | Début |
|---|---|---|
| Reedlands Property Owners Association | Corporate Officer/Principal | - |
| The Belvedere-Tiburon Library Foundation | Corporate Officer/Principal | - |
Tamalpais Wealth Advisors
 Tamalpais Wealth Advisors Investment ManagersFinance Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010. | Directeur/Membre du Conseil | 21/02/2011 |
Anciens postes connus de Allan G. Bortel
| Sociétés | Poste | Fin |
|---|---|---|
| Tamalpais Bank | Directeur/Membre du Conseil | 09/05/2011 |
| Belvedere-Tiburon Library | Directeur/Membre du Conseil | - |
| TAMALPAIS BNCP | Directeur/Membre du Conseil | - |
Formation de Allan G. Bortel
| University of Pennsylvania | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Tamalpais Bancorp
 Tamalpais Bancorp Regional BanksFinance Tamalpais Bancorp operates as a holding company for Tamalpais Bank. It offers banking services. The company was founded on December 20, 1988 and is headquartered in San Rafael, CA. | Finance |
| Reedlands Property Owners Association | |
| Tamalpais Bank | Finance |
| Belvedere-Tiburon Library | |
| The Belvedere-Tiburon Library Foundation | |
Tamalpais Wealth Advisors
Tamalpais Wealth Advisors Investment ManagersFinance Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010. | Finance |
