Fundz

Excel Bank Appoints Jeffrey M. Watson as President, Chief Operating Officer, and Director

PRIVATEAug 12, 2024

Position

Director

Company

Excel Bank

Jeffrey M. Watson
jwatson@excel.bank
Beverly HillsFinancial ServicesFinanceLendingBanking

Description

Jeffrey M. Watson has been appointed as the new President, Chief Operating Officer, and Director of Excel Bank, bringing a wealth of experience and a proven track record of success in the banking industry.

Quick answer

Excel Bank Appoints Jeffrey M. Watson as President, Chief Operating Officer, and Director (August 12, 2024). Excel Bank is based in Beverly Hills, California, United States.

Who is the new Director at Excel Bank?
Excel Bank named Jeffrey M. Watson Director, announced August 12, 2024.
What did Excel Bank announce on August 12, 2024?
Jeffrey M. Watson has been appointed as the new President, Chief Operating Officer, and Director of Excel Bank, bringing a wealth of experience and a proven track record of success in the banking industry.
What does Excel Bank do?
Founded in 2005, privately owned and based in Beverly Hills, CA, Excel Bank is known for its personalized service and dedication to meeting the unique needs of its clients.
Where is Excel Bank based?
Excel Bank is based in Beverly Hills, California, United States.
Which similar companies made leadership changes around the same time?
Baker Hill (August 12, 2024), M&T Bank (August 12, 2024), Andersen Corporation (August 13, 2024) and DBS Group Holdings (August 11, 2024) also announced leadership changes within 45 days of Excel Bank.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Excel Bank, and when

A new leader at Excel Bank brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Excel Bank raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Excel Bank, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Excel Bank. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Excel Bank

Location

Beverly Hills, California, United States

About

Founded in 2005, privately owned and based in Beverly Hills, CA, Excel Bank is known for its personalized service and dedication to meeting the unique needs of its clients. With a focus on innovation and excellence, Excel Bank strives to help its clients excel in all their financial endeavors.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Excel Bank changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Jeffrey
Likely contact at this company
••••••••@••••••••

See Jeffrey's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Excel Bank's next move

Learn about Strategic plan

Excel Bank changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.