Julie Levenson

Director/Board Member at CALIFORNIA BANCORP

Net worth: 109 648 $ as of 2024-03-30

61 year

Finance

Consumer Services

Active connections

Name	Gender	Age	Linked companies	Collaboration
Steven Shelton	M	63	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	6 years
Thomas Sa	M	62	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	5 years
Stephen Cortese	M	63	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	17 years
Rochelle Klein	F	62	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	17 years
Thomas Dorrance	M	62	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	17 years
Kevin Cullen	M	57	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	17 years
Millicent Tracey	M	55	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	3 years
Stephen Dathe	M	62	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	17 years
Edmond Traille	M	76	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	17 years
Frank Muller	M	68	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	4 years
Donald Kintzer	M	76	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	11 years
Andrew Armanino	M	59	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	11 years
Theodore Wilm	M	62	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	1 years
Michele Wirfel	F	56	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	9 years
Scott Myers	M	54	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	5 years
Christopher Crain	M	63	HOULIHAN LOKEY, INC.	20 years
Tommiette Rey	F	-	CALIFORNIA BANCORP	-
Vivian Mui	F	44	CALIFORNIA BANCORP California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	17 years
John E. Lindstedt	M	87	California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	17 years
Stephen P. Tessler	M	-	California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	17 years
Thomas M. Park	M	-	California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	-
Leland Ong	M	-	California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA.	9 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
Kim Fennebresque	M	73	Cowen Group, Inc. /Old/ Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY. Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	10 years
Wayne Doiguchi	M	74	California Bank of Commerce California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA. CALIFORNIA BANCORP	8 years
Maxwell L. Anderson	M	-	Dartmouth College	8 years
Lisa Lee	F	-	Merrill Lynch & Co., Inc.	9 years
Keith P. R. Quinton	M	-	Dartmouth College	6 years
Todd Ackerman	M	-	Cowen Group, Inc. /Old/ Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY. Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	1 years
Jonathan Farrington Weed	M	-	Dartmouth College	6 years
Thaddeus Beczak	M	74	Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	4 years
Jonathan C. Biele	M	54	Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	-
Tristram E. Collins	M	60	Dartmouth College	4 years
Donald Munoz	M	56	Cowen Group, Inc. /Old/ Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY. Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	2 years
Chris A. White	M	59	Cowen Group, Inc. /Old/ Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY.	3 years
Matt R. Petricone	M	-	Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	5 years
George Odden	M	58	HOULIHAN LOKEY, INC.	6 years
Peter Marcon	M	-	Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	-
Bart Geer	M	-	Dartmouth College	8 years
James Chapman	M	61	Dartmouth College	5 years
Michael Detmer	M	-	Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	12 years
Launny Steffens	M	82	Merrill Lynch & Co., Inc.	16 years
Thomas K. Conner	M	63	Cowen Group, Inc. /Old/ Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY.	3 years
Shaun Rodriguez	M	46	Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	13 years
J. Kevin McCarthy	M	59	Cowen Group, Inc. /Old/ Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY.	3 years
James Streator	M	-	Cowen Group, Inc. /Old/ Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY. Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	17 years
David Abraham	M	-	Dartmouth College	4 years
Rafael Paredes	M	-	Cowen Group, Inc. /Old/ Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY.	-
John Osborn	M	-	Dartmouth College	4 years
Gregory Slayton	M	64	Dartmouth College	4 years
Gary A. Greene	M	59	Dartmouth College	4 years
Robin Joy	F	-	Dartmouth College	4 years
Ramiro Albarran	M	-	Dartmouth College	4 years
Carolyn Galiette	F	-	Dartmouth College	4 years
Steve Moran	M	-	Dartmouth College	4 years
William Isaacs	M	-	Dartmouth College	4 years
Bradford C. Koenig	M	65	Dartmouth College	4 years
Peter Westley	M	60	Dartmouth College	4 years
John Scott Randolph	M	-	Dartmouth College	4 years
David Daniel Wildermuth	M	60	Dartmouth College	4 years
Kirk Wilson	M	-	Dartmouth College	4 years
David O’Connor	M	-	Dartmouth College	4 years
John Ranieri	M	-	Dartmouth College	4 years
Thomas Chapin	M	-	Dartmouth College	4 years
Richards Tom	M	-	Dartmouth College	4 years
Jamie Watkins	M	-	Dartmouth College	4 years
Michael R. Steinharter	M	64	Dartmouth College	4 years
John P. Barker	M	-	Dartmouth College	4 years
William G. Barker	M	65	Dartmouth College	4 years
Susan Brooks Eldridge	F	-	Dartmouth College	4 years
Philip D. Ankeny	M	61	Dartmouth College	4 years
Peter M. van Genderen	M	58	Dartmouth College	4 years
David Edelson	M	64	Dartmouth College	4 years
Scott Sandell	M	59	Dartmouth College	4 years
Douglas Cole	M	63	Dartmouth College	4 years
Scott S. Halsted	M	64	Dartmouth College	4 years
Ted Bridges	M	-	Dartmouth College	4 years
Bill Helman	M	65	Dartmouth College	4 years
Christi Strauss	F	-	Dartmouth College	4 years
Johan Henrik Andresen	M	63	Dartmouth College	4 years
Joe M. Niehaus	M	60	Dartmouth College	4 years
Darrick L. Hills	M	-	Dartmouth College	4 years
Emeric Joseph McDonald	M	-	Dartmouth College	-
Robert Royal Douglass	M	-	Dartmouth College	4 years
Charles Everett Markwalter	M	-	Dartmouth College	4 years
Seth Hendon	M	-	Dartmouth College	4 years
Louis Pyle Crosier	M	-	Dartmouth College	4 years
Enrique Salem	M	58	Dartmouth College	4 years
John A. Bick	M	-	Dartmouth College	4 years
Sheila C. Cheston	F	65	Dartmouth College	4 years
Mark Soane	M	-	Dartmouth College	4 years
James Cleary	M	61	Dartmouth College	4 years
William C. Portman	M	-	Dartmouth College	2 years
Stephen Webster	M	63	Dartmouth College	4 years
Sean J. Murphy	M	-	Dartmouth College	4 years
Brett A. Homovec	M	61	Dartmouth College	4 years
Brent Frei	M	58	Dartmouth College	4 years
Daniel McEvoy	M	-	Dartmouth College	4 years
Christopher T. Marquet	M	-	Dartmouth College	4 years
Mark Neibart	M	-	Dartmouth College	4 years
Randy Bak	M	-	Dartmouth College	4 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections