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    Ian McKay

    Commercial Banking and Operations

    Ian McKay is a 12-year banking veteran with a specialization in helping Business Owners navigate the complexities of Commercial Banking.

    With a focus on being a local lender, Ian leads a highly experienced team known for making prompt, informed, and customer-centric decisions to consistently surpass client expectations.

    Ian takes pride in setting the bar above the competition, offering superior agility and service excellence.

    His educational background includes a Certificate Program in Financial Planning and Services from the University of California, Irvine, and a Bachelor of Business Administration (B.B.A.) in Marketing from California State University-Chico.

    Ian has held key positions at reputable organizations such as Nano Banc as a Relationship Banker, self-employment as a Business/Finance Consultant, Bank of Southern California as the Managing Director - Business Banking, City National Bank as a Relationship Manager, Capstone Partners Financial and Insurance Services as a Financial Advisor, and Wells Fargo as a Senior Private Banker.

    Ian McKay
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    Location

    Dana Point, California, United States