SPENCER WHITE & COMPANY – FIRM HISTORY: Our Executive Search firm was founded 1982, specializing in the Banking, Brokerage and Wealth Management professions. We provide services to corporate clients throughout California and the U.S, and have previously been ranked by the LA Business Journal as the 8th largest search firm headquartered in California. Prior to the formation of Spencer White & Company, our founder spent 15 years in corporate executive management with Merrill Lynch and Citicorp in New York and Lloyds Bank California in Los Angeles. ________________________________________ COMPANY OVERVIEW: Our clients are major financial institutions, including banks, credit unions and brokerage firms. Many of these organizations are either headquartered in California or have a major presence here. SERVICES OFFERED BY SPENCER WHITE: • Executive-level Retained Search • Contingency Placement • Staff Strategic Planning (SSP) • Outplacement • Executive Career Assessment and Planning OUR CURRENT AND FORMER CLIENTS INCLUDE: • National Retail Banks • Commercial/Business Banks • Commercial Real Estate Organizations • Public Accounting Firms • Wealth Management Groups • Regional/Community Banks • Registered Investment Advisory Firms • Brokerage Companies • Federal & Regional Credit Unions • Consulting Firms