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

Getting Started

Find your ideal banker:

Select any filter and click on Apply to see results

Featured Insights

As one of the country's largest landowners, the federal government is in a...

The rise of trackers and monitoring devices coupled with the interconnectivity...

Launching a brand-new business into the market is always an exhilarating, yet...

Some founders and CEOs of fledgling startups may end up making the mistake of...

Since its inception in the mid-1900s, venture capital investment has grown from...

Once and awhile, something comes along that captures the imagination and...

Success in the world of biotechnology and life sciences requires a level of patience that is foreign to most types...

A new report released by KPMG International and CB Insights said...

Startup accelerator Y Combinator is known for its innovative model in providing...

Beginning June 24, 2016, the Small Business Administration will start accepting...

Recent News

08/23/16
SAN FRANCISCO, CA – August 23, 2016 – Bridge Bank today announced the hiring of...
08/10/16
Atlanta-based software company selects Bridge Bank for its technology industry...
08/08/16
MENLO PARK, Calif. - August 8, 2016 - Bridge Bank’s Equity Fund Resources Group (EFR...
08/02/16
San Jose, CA — August 3, 2016 — Bridge Bank today announced the hiring of Victor Le...
07/25/16
Durham, NC -- July 25, 2016 -- Bridge Bank’s Life Sciences Group (LSG) today...
07/21/16
San Francisco, CA -- July 21, 2016 -- Bridge Bank’s Life Sciences Group (LSG) today...
07/01/16
MONMOUTH JUNCTION, N.J, July 1, 2016 - CytoSorbents Corporation (NASDAQ: CTSO), a...
06/23/16
SUNNYVALE, CA -- 06/20/16 -- Viveve Medical, Inc. ("Viveve") (NASDAQ: VIVE), a...
06/21/16
New Office on Famed Sand Hill Road Furthers Bridge Bank's Commitment to Serving...
06/01/16
Oakland, CA – June 1, 2016 – Bridge Bank today announced the recent hiring of...

Twitter

Featured Insights

Featured Insight

Success in the world of biotechnology and life sciences requires a level of patience that is foreign to most types...

Featured Insight

Valuations in the venture capital (VC) market are either in decline or flattening out, primarily due to inflated...

Featured Insight

Financial institutions operate at the heart of our economic system and as such, are hyper-aware of market indicators...

Recent News

As one of the country's largest landowners, the federal government is in a...

The rise of trackers and monitoring devices coupled with the interconnectivity...

Launching a brand-new business into the market is always an exhilarating, yet...

Twitter