Relationship Management
Senior Vice President
John is a veteran banker with more than 25 years of experience in commercial real estate lending. In his current role, he is focused on providing tailored lending solutions for multi-family, mixed-use and commercial real estate properties in the San Francisco Bay Area, as well as providing credit facilities for businesses and nonprofits. Prior to joining BSF, John held positions at United Business Bank, Merrill Lynch and First Republic Bank. John is a life-long resident of San Francisco, and is thrilled to be a part of a community bank so entrenched in the spirit and culture of the city. He is a long-time board member, and former president, of the San Francisco Bay Area Council Boy Scouts of America and is chairman of the San Francisco Sea Scouts.
Lia brings to the Bank more than 25 years of experience working with a diverse portfolio of high-net-worth clients throughout the San Francisco Bay Area. At BSF, she is a dedicated Relationship Manager, with expertise in performing holistic assessments and identifying clients’ needs—from cash management to lending services. She currently manages the banking relationships of our political treasurers and consultants, nonprofits, fiduciaries and contractors in San Francisco and the North Bay, to name a few. Lia is a San Francisco native who now lives in the North Bay. With a passion for community service, she is an active member of the Elks Club of San Rafael and a board member for Lifehouse Agency.
A lifelong resident of the San Francisco Peninsula, Neal has enjoyed more than 25 years as an experienced commercial, private and mortgage banker, working in a variety of relationship management, senior manager and financial consulting roles. At BSF, Neal combines his interest in the community with his interest in building relationships in order to provide financing and depository solutions for businesses, high-net-worth individuals and nonprofits. Neal is a long-time Board Member (and former President) of the Bay Area Jewish Healing Center, past Board Member (and former President) of the Peninsula Girls Chorus, a life-long member of Peninsula Temple Sholom and a graduate of the Wexner Heritage Foundation Program. He earned a BA in Economics from U.C. Berkeley, an MBA from USF and a Personal Financial Planning Certificate from UCLA Extension.
Samuel has more than 15 years of banking experience, with a deep knowledge of consumer and business lending and banking operations. He is an expert on residential lending products offered to consumers and prides himself on educating clients to ensure they have the best product to meet their short-term and long-term needs. Samuel takes pride in establishing and maintaining client relationships while personalizing every interaction.
Samuel holds a bachelor’s degree in finance from St. John’s University. Before joining BSF, Samuel was a banking sales and service manager in New York.
Grace has more than 30 years of banking experience, and began her journey as a teller, holding several positions in banks and credit unions on the Peninsula and in San Francisco's Financial District. Prior to joining BSF, Grace served as a Vice President Branch Administration Officer and Human Resources Manager at Presidio Bank for 12 years. She handled various banking functions, including client services, back-office and HR duties. In her spare time, Grace is an avid traveler, and loves to spend time with her family and dog.
Lina Tran, Vice President and Director of Client Services at Bank of San Francisco, is a seasoned private banking professional with over a decade of experience. Specializing in personalized, high-touch client service, Lina has a proven track record of managing high-net-worth client portfolios and fostering lasting relationships. Known for her dedication to providing exceptional care and attention, she ensures that each client’s banking needs are met with precision and thoughtfulness.
Previously, Lina worked at First Republic Bank, where she spent 12 years mastering the art of client service and financial management. Outside of the office, she enjoys spending time with her family and exploring new culinary experiences, enhancing her understanding and appreciation of diverse cultures and flavors.
Lynn Nguy is a highly accomplished banking professional with nearly 30 years of expertise, known for her exceptional service and ability to demystify complex financial products. As Vice President and Private Banking Service Manager at Bank of Francisco, Lynn manages millions of dollars in consumer and business deposits, providing clients with bespoke financial solutions and top-notch service.
Lynn’s career in banking began in 1997 when she served as a bank teller, building a strong foundation in banking operations. Over the years, her career trajectory has seen her excel in managing substantial client portfolios and navigating the complexities of private banking, positioning her as a leader in delivering tailored financial services.
Lynn is a San Francisco resident. In her free time, she enjoys spending time with her family and traveling to Asia, where she explores the region’s rich cultural heritage and diverse culinary landscape.
Jeffrey Thai is a seasoned private banking professional with over a decade of industry experience, specializing in building strong and lasting client relationships. His client-centric approach is rooted in understanding the unique financial needs of each individual and delivering tailored solutions to meet them. As a Senior Private Banking Deposit Operations Specialist at Bank of San Francisco, Jeffrey serves as the primary point of contact for affluent clients, ensuring they receive personalized, high-level service across all their banking needs.
Prior to joining Bank of San Francisco, Jeffrey began his career with a solid foundation in compliance, gaining deep insights into banking regulations and operational intricacies. This expertise provided a strong platform for his transition into a Relationship Manager role at his previous company, where he excelled in managing client relationships and navigating the complexities of the financial landscape.
As a San Francisco native, Jeffrey holds a bachelor’s degree in finance from San Francisco State University. He takes pride in contributing to the financial well-being of his community. Outside of work, Jeffrey enjoys traveling and cooking, activities that allow him to explore new cultures and cuisines, enriching both his personal and professional endeavors.