Jeff Whalen

Senior Vice President, Market Manager
(408) 556-8614

Role and Experience:
Jeff Whalen has 32 years of corporate commercial banking experience in the Bay Area, mostly in the South Bay. Jeff’s areas of expertise include development and management of union trust administrator accounts, Taft-Hartley accounts, 1031 exchange facilitators, as well as major title company accounts. He has extensive experience in providing banking solutions to manufacturing and distribution companies, wholesalers, real estate firms, professionals, high net worth individuals and Taft-Hartley union trust administrations. Over the years, Jeff has worked at numerous local banks including Union Bank San Jose, Plaza Bank of Commerce, Silicon Valley Bank and Cupertino National/Greater Bay Bank where he was Regional Manager of the San Jose office. In all banks he was responsible for developing new business in both the loan and deposit arena.

Outside Activities:
Jeff is a founding Board member of the Archbishop Mitty High School Alumni Association and Charity Golf Tournament, as well as a member of the San Jose Rotary Club. He is an ardent outdoorsman, having traveled the world to pursue his passion for skiing, surfing and fly-fishing.

Education:
Jeff attended Santa Clara University and holds a BA from San Jose State University.

Why Bridge Bank?
“The independent spirit, individualism and entrepreneurialism of every banker I work with here, combined with the willingness to work as a team to find solutions to the clients’ needs.”

Contact Info:
San Jose Office
55 Almaden Blvd.
San Jose, CA 95113
Phone: (408) 556-8614

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Recent News

05/21/15
Michael Hengl and Ryan Banta to lead new teams at Bridge Bank San Jose, CA – May 19...
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04/20/15
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04/17/15
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Featured Insights

Featured Insight

Clarity can go a long way toward convincing an investor to buy a stake in your business. If you believe your company...

Featured Insight

Recurring revenue lending is an alternative form of senior debt financing that is particularly useful to growing...

Featured Insight

In 1999, Shawn Boyer was helping a friend search for internships and was shocked to find a lack of job boards or...

Recent News

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Small business banking should be seeing a boon in the coming months provided trends continue if a recent...

Craft breweries are getting some much-needed help in making the shift to sustainable practices. The Green Brewery...

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