On Sunday May 20th, Richard and Joe welcomed Dan Yates and Steven Sefton of Regents Bank to the show. Regents Bank is the newest sponsor* of It’s Your Money, and Your Life!. Dan Yates is a native San Diegan and a graduate of San Diego State University. He has been in banking for 32 years and co-founded Regents Bank in 2001. Dan has served as Chief Executive Officer and President of Regents Bank since the company’s inception. At the beginning May 2012, Steven Sefton took over the reins as President.

San Diego Source reports:

Dan Yates remains chief executive officer of the bank as well as president of Grandpoint Capital Inc., the parent company of Regents Bank. “Steve brings 28 years of Southern California banking experience to Regents,” said Yates. “I first met Steve when I recruited him to Mellon 1st Business Bank back in 1995, and I’ve enjoyed a close professional relationship with him for the past 17 years.”

From 1995 to 2008, Sefton worked for Mellon 1st Business Bank. In 2002, he was appointed regional vice president, managing a de novo commercial office he opened. From 1991 to 1995, he worked at Sanwa Bank as vice president and team leader.

*No longer a sponsor.