Frank Lee, California Bank & Trust

Formed in 1998, California Bank & Trust is among the leading banks in the state, with nearly $11 billion in assets and more than 90 branch offices. Starting as a group of individually owned banks, it has helped Californians and their businesses grow and prosper for more than 50 years.

California Bank & Trust has turned to M² for a variety of projects over many years. Recent engagements include a team project to build a data warehouse, a customer impact analysis, and internal change-management communications. “M² has provided us with top-notch talent,” says Frank Lee, executive vice president and division manager, Banking Services Division. “The consultants have earned the respect of our senior executives.”