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Jim Wening is the market president in San Diego for Chase, and the market leadership team chairman for Orange County, Inland Empire and San Diego.
Some seniors who were looking forward to blowing out 62 candles on their birthday cake and qualifying for a reverse mortgage were surprised to find out they didn’t qualify for one because the value of their home dropped.
If you are a multibillion dollar corporation, you have an entire financial department with CPAs to help find the right banking relationship. This article isn’t for you. But, if you are like so many small to medium-sized San Diego businesses, where you, as the owner or CEO, are wearing more hats than you can possibly hang on your hat rack, here are some suggestions:
It has been just over two years since Teresa Halleck joined as president and CEO of San Diego County Credit Union, San Diego’s largest locally owned financial institution.
Tory Nixon is executive vice president and San Diego division president for California Bank & Trust, San Diego’s largest locally headquartered bank.
WASHINGTON — Home prices kept rising in July across the United States, buoyed by greater sales and fewer foreclosures.
Businesses of all sizes are now able to cost-effectively sell their products and services across the globe if they have a merchant account with Web access and online processing. In today’s market, there is no need to invest in pricey point-of-sale systems when you can easily transact business 24/7 by accessing a virtual terminal via personal computer. If a customer requires mobile processing for events such as fairs and art shows, wireless terminals and technology can support that.
The average cost for backpacks and school supplies is $100 and can be a burdensome cost to many families. Looking to ease the stress of back-to-school season, Chase, City Heights Partnership for Children, and World Vision partnered last month to pack and distribute 1,200 backpacks for under-resourced students living in City Heights.
WASHINGTON — California Democratic Rep. Maxine Waters won't be charged with ethics violations following allegations she steered a $12 million federal bailout to a bank where her husband owns stock.
Women have helped build some of the biggest companies in America, and they have the bank accounts to show for it. A look at some of the nation's female self-made billionaires on this year's Forbes 400 list:
SACRAMENTO, Calif. — California cities announced Monday that they are challenging a law that gives state finance officials the power to take local tax revenue as community redevelopment agencies are being dismantled.
Each and every day, Chase does our part to help families and local businesses fuel our economic recovery. We are committed to helping families stay in their homes, lending and investing in communities and providing critical services and support to help move our economy forward.
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Local banks are “flush with liquidity” and competing for loans to turn that cash into an interest-earning asset, local experts said at a recent roundtable discussion hosted by The Daily Transcript and sponsored by Squar Milner.
Read about local banking leaders and their financial institutions, national industry trends and more.
Read about local banking leaders and their financial institutions, how to invest in this economy, national industry trends and more.
Read about local banking leaders and their financial institutions, investment information, economic indicators and more.
This annual publication focuses on local banking leaders and their financial institutions.
Read about local banking leaders and their financial institutions, and how they're handling the current financial crisis.
Read about local banking and finance executives, updates on real estate financing and subprime loans, Internet banking and more in this special annual report.
San Diego's economy remains dynamic and robust, and competition among area banks remains tough. Learn more about who's who in San Diego banking as we profile local leaders in this annual report.
Find out what's going on among local banks -- who are some of the new faces, how are banks holding up against competition -- in this annual report. We'll profile local banking leaders and share FDIC data on their institutions.