Pollock Financial Group
James M. Pollock
President and CEO
Email Jim | 650.529.0500 Ext. 212
Marie Strain
Executive Assistant to Jim Pollock
Email Marie | 650.529.0500 Ext. 223
Marcy Veit
Director of Corporate Accounting
Email Marcy | 650.529.0500 Ext. 218
Badria Meskinyar
Receptionist/Departmental Assistant
Email Badria | 650.529.0500 Ext. 200
Beatrice Morin
Manager of Securities Compliance
Email Beatrice | 650.529.0500 Ext. 213
Real Estate Department
Carol Bonacich
Vice President, Real Estate Management
Email Carol | 650.529.0500 Ext.206
Jeffrey O. Pollock
Vice President, Marketing
Email Jeff | 650.529.0500 Ext. 217
Lincoln Westcott
Partner, Real Estate Development
Email Lincoln | 650.529.0500 Ext. 203
Fern Bailey
Director, Client Services
Email Fem | 650.529.0500 Ext. 222
Meagan O’Neill
Real Estate Assistant
Email Meagan | 650.529.0500 Ext. 214
Employee & Executive Benefits
Dirk Leone
Vice President, Benefits
Email Dirk | 650.529.0500 Ext. 225
Teri Worthington
Director, Administration
Email Teri | 650.529.0500 Ext. 204
Barb Greise
Director Corporate Sponsored Life Insurance
Email Barb | 650.529.0500 Ext 207
Selene Flores
Client Services, Benefits
Email Selene | 650.529.0500 Ext 210
Investments
Mark Kalinowsky
Vice President Asset Management
Email Mark | 650.529.0500 Ext 224
Vita Piazza
Vice President, Investments
Email Vita | 650.529.0500 Ext. 209
Wealth Transfer/Individual Insurance
Yen Ma
Director, Underwriting
Email Yen | 650.529.0500 Ext 208