Our San Francisco branch is temporarily closed due to shelter in place guidelines and the occasional impact this has on our ability to staff all of our branches. The following branches are open: Campbell, Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa, and Sunnyvale. Branch ATMs remain operational.
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Jeffrey M. Lee
Jeffrey M. Lee, Ph.D., is Chairman if the Supervisory Committee. He has previously served as both a Director and as a Supervisory Committee member for Golden Bay Credit Union. He has held a number of positions at a leading Federal government agency in the areas of project management review, systems engineering, and intellectual property licensing. Dr. Lee has taken a special interest in risk analysis by using the combined tools of earned value management and prediction markets. Dr. Lee holds both a BS and MS in Chemical Engineering from UCLA, and received his Ph.D. in Chemical Engineering from the University of Colorado, Boulder.
Faisal is a Partner with BDO USA,
LLP, one of the world’s largest accounting firms, where he is focused on
providing assurance and advisory services to both public and private companies.
Within the U.S., BDO serves clients through 64 offices and over 400+
independent alliance firm locations nationwide. BDO International is a global
network of 1,408 offices in 150+ countries.
Prior to BDO, Faisal was a
Partner with SOAProjects, where he was the practice leader of the technical
accounting group — leading the team in solving complex accounting matters for
clients as well as preparing them for IPOs and M&A transactions. Previously,
Faisal was an Audit Partner at BDO Seidman, LLP. Faisal also worked for eight
years at PricewaterhouseCoopers — providing audit and consulting services for
clients in Singapore, Pakistan and Guam.
a Certified Public Accountant licensed in California, a member of the Institute
of Chartered Accountants in Pakistan, a member of AICPA and a member of the
California Society of Certified Public Accountants. He graduated from
University of the Punjab in Lahore.
Firasat is a patent attorney and investor, with over a decade of experience acting as a business and legal advisor to companies. He has analyzed more than a thousand ideas and helped numerous startups in developing, protecting and positioning their intellectual property to enhance their value in the marketplace. Firasat is a frequent speaker and has taught courses on innovation at Indian Institute of Technology (I.I.T.) and U.C. Berkley. Additional experience includes leading an Angel’s group formed out of Stanford University and working with Fortune 100 companies on Mergers & Acquisitions.
Jessica is an Audit Partner at Robert Lee & Associates, LLP and has been helping businesses meet their financial and accounting needs for over 15 years. She works extensively with clients in non-profit organizations, private foundations, construction, real estate, manufacturing and semiconductor industries. Her experience in contract accounting and acquisition accounting have proven invaluable to her clients. Jessica is a Certified Public Accountant licensed in California. She received her bachelor’s degree in Accounting from Santa Clara University.
Bob Luong has over 20 years of varied management experience with leading technology, finance and engineering companies. Mr. Luong holds a B.S. in Mathematics, with a Minor in Economics from the University of California, Irvine. He has been a member of the Supervisory Committee since 2001.