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Prime-style local government investment pool
Enhanced cash local government investment pool
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Exceptional client service is one of the trademarks of California CLASS. We are client focused and committed to assisting California public agencies with their cash management needs.
Bob is a Senior Director of Investment Services for Public Trust based in California where he is responsible for new product development, expanding client relationships across the state, and brand awareness. Prior to joining Public Trust, Bob most recently served as Director of Institutional Investment Management and Defined Contribution for PNC Bank/PNC Capital Advisors where he was responsible for all business development and relationship management activities for a six-person team.
Bob additionally served as Vice President of Institutional Retirement and Consultant Relations for Calvert Funds and as Director of Investment Consulting Services and Plan Consulting for Carlson Quinn. He is an active member of and financial services lead for the St. Vincent de Paul Food Bank as well as a member of the Catholic Youth Organization – East Bay Area. Bob received a Bachelor of Science in Finance from Loyola Marymount University and currently holds the FINRA Series 7 and 66 licenses as well as the AIF® designation.
Crystal is a Director of Investment Services for California CLASS and is responsible for strengthening and preserving current client relationships, cultivating new relationships, and participating in conferences across the state for local government organizations. Prior to joining California CLASS, Crystal held several positions in the finance industry including Regional Account Manager at MetLife Business Retirement Plans specializing in defined contribution and deferred compensation, regulatory compliance, and investment education; Senior Finance Associate at Merrill Lynch Business Financial Services where she consulted in the areas of private client, corporate lines of credit, business retirement planning, succession planning, mergers and acquisitions; and Sales Assistant to the Managing Director of private client and wealth management at Bache-Halsey, Stuart & Shields.
Crystal holds a degree in Hospitality & Tourism Management. She volunteers in her free time serving meals and conducting financial literacy workshops at Someone Cares Soup Kitchen in Costa Mesa.
