Allan G. Bortel
Director/Miembro de la Junta en Tamalpais Wealth Advisors .
Perfil
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.
Cargos activos de Allan G. Bortel
| Empresas | Cargo | Inicio |
|---|---|---|
| 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. | Director/Miembro de la Junta | 21/02/2011 |
Antiguos cargos conocidos de Allan G. Bortel.
| Empresas | Cargo | Fin |
|---|---|---|
| Tamalpais Bank | Director/Miembro de la Junta | 09/05/2011 |
| Belvedere-Tiburon Library | Director/Miembro de la Junta | - |
| TAMALPAIS BNCP | Director/Miembro de la Junta | - |
Formación de Allan G. Bortel.
| University of Pennsylvania | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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