Dan Banis

Citizens Business Bank operates as a state commercial bank. It provides banking solutions across government and nonprofit organizations, as well as title and escrow, dairy and livestock, medical, property management and real estate industries. The company was founded in 1974 and is headquartered in Ontario, CA.

Founded in 2006 as the result of a merge between Mullin Consulting and TBG Financial, MullinTBG is a broker/dealer headquartered in El Segundo, California. The firm is a provider of nonqualified executive benefits to which Fortune 1000 and emerging growth companies can outsource all aspects of their executive benefit, compensation and retirement income planning needs. They are a member of the NASD and the SIPC. They are a subsidiary of the Prudential Insurance Co. of America and their ultimate parent is Prudential Financial, Inc. (NYSE: PRU).

First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations.