With more than 40 years of experience supporting the innovation economy, our teams work closely with clients across technology, life sciences, healthcare, venture capital, private equity, and other innovation-driven sectors, providing specialized banking solutions, industry insights, and meaningful connections that help businesses scale and thrive. Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.