PENSCO Trust Company & PENSCO, LLC
Executive Management

Kelly Rodriques

Kelly Rodriques | CEO & President

  • CEO & President, 2010 to present
  • Operating Partner, Ignition Growth Capital, 2006 to 2010
  • CEO, Totality, sold to Verizon, 2002 to 2006
  • CEO, Novo, sold to Publicis, 1994 to 2002
  • Founding member of Ogilvy & Mather Interactive Marketing Group, 1988 to 1992
  • Director, mFoundry Corporation, 2003 to present
  • B.S., California State University, Fresno

Contact: 415.274.5600 ext#5665

Chris Radich

Chris Radich | VP, Chief Financial Officer

  • Vice President, Chief Financial Officer, 2002 to present
  • Corporate Controller of PENSCO, LLC, 2001 to 2002
  • Financial Analyst, RCM Capital Management, 2000
  • Various management positions in Bank of America's Finance Group, 1986 to 1999
  • Ernst & Young, LLP, 1981 to 1985
  • B.S. in Business Economics, University of California Santa Barbara
  • Certified Public Accountant

Contact: 415.274.5600 ext#5604

Cynthia Weaver

Cynthia D. Weaver | SVP, Operations

  • Senior Vice President, Operations, 2009 to present
  • Senior Vice President, Bank of America Global Treasury Services, managing 11 Institutional service centers, 2004 to 2008
  • Senior Vice President, Schwab Institutional Services managing all functions of the Stock Plan business, 2000 to 2004
  • Senior Vice President, Bank of America Capital Markets Project Management and Technology Systems, 1995 to 2000
  • Senior Vice President & COO, BA Investment Services, a retail broker, 1994 to 1995
  • Vice President, Bank of America Global Capital Markets, manager of all large-scale projects globally, 1987 to 1993
  • Vice President, Bank of America Institutional Trust, Operations Manager, 1981 to 1987
  • B.S. in Organizational Behavior, University of San Francisco

Contact: 415.274.5600 ext#5628

Thomas Steinberger

Thomas H. Steinberger, CIMA | SVP, Business Development

  • Senior Vice President, 2011 to present
  • Senior Vice President, Fiserv Investment Services, 2002-2011
  • Senior Vice President, JPMorgan Private Bank/Hambrecht & Quist LLC, 1996-2002
  • Senior Vice President, Sutro & Co., 1990-1996
  • First Vice President, Fox & Carskadon Financial Corporation (and successor companies), 1977-1989
  • B.S.C., Santa Clara University
  • M.B.A, Notre Dame de Namur University

Contact: 415.274.5600 ext#5697

Jim Ruggiero

Jim Ruggiero | Chief Technology Officer

  • Chief Technology Officer, 2010 to present
  • Chief Technology Officer of Smalltown, Inc., 2005 to 2010
  • Senior Technical Architect, MCI, 2003 to 2005
  • Chief Technology Officer, Novo, 2000 to 2002
  • Engineering Director, Novo, 1998 to 2000
  • Senior Software Architect, Novo, 1996 to 1998
  • Software Engineer, PaineWebber/Kidder Peabody, 1994 to 1996
  • B.S.E., Computer Science, Princeton University

Contact: 415.274.5600 ext#5648

Gregg Monette

Gregg Monette | VP, Business Development & Client Services

  • Vice President, Client Services, 2008 to present
  • Director of Client Services, Fidelity Investments, 2006 to 2008
  • Manager of Project and Business Analysts, Fidelity Investments, 2005 to 2006
  • International Development Unit/Manager, Fidelity Investments, Canada, 2001 to 2005
  • Senior Stock and Option Trader, Fidelity Investments, 1999 to 2001
  • M.B.A., Saint Michaels College, Winooski, VT

Contact: 866.818.4472

Noël Parker

Noël Parker | VP, Marketing

  • Vice President, Marketing, 2011 to present
  • Integration Marketing Consultant, Wells Fargo Bank
  • Director of Database Marketing, Hotwire
  • Online Acquisition Marketing Specialist, Charles Schwab Electronic Brokerage
  • Vice President, Acquisition Marketing, Wells Fargo Bank and Wells Fargo Insurance Services
  • Vice President and Director of Marketing, Council on Education in Management
  • Director of Product Management, Krames Communications
  • B.A., University of California, Berkeley
  • M.B.A., Haas School of Business

Contact: 415.274.5600 ext#5699

John Stone

John Stone | VP, Asset Administration

  • Vice President, Asset Administration, 2009 to present
  • Senior Managing Director, Broker Operations, WR Hambrecht and Co., 2001 to 2009
  • Chief Operating Officer, Netstock Corporation, 2000 to 2001
  • Vice President, Hambrecht and Quist, 1987 to 2000
  • Board of Directors, Lewco Securities Clearing Corporation, 1990 to 1999
  • B.S. in Accounting, California State University, Hayward

Contact: 415.274.5600 ext#5664

Jim Weinberg

Jim Weinberg | VP, Private Placements

  • Vice President, Private Placements, 2007 to present
  • Assistant Vice President Private Placements, 2003 to 2007
  • OJS Branch Operations Manager at Raymond James, DBA Client Preservation, 2000 to 2001
  • IRA Brokerage Operations Specialist, Bank of America Investment Services, Inc., 1992 to 1999
  • Pension Consultant, JND Pension Consultants and Actuaries, 1990 to 1991
  • Chief Operations Officer, Wesco Securities, Inc. and Nationwide Funding, Inc., 1982 to 1989
  • B.A. in English, San Francisco State University

Contact: 415.274.5600 ext#5601

Amy Wong

Amy Wong | VP, Operations

  • Vice President, Account Operations, June 2011 to present
  • Executive Vice President, Brokerage Operations, LPL Financial, 2000 to 2010
  • Vice President, Capital Market and Brokerage Operations, Bank of America, 2000 and prior
  • San Francisco State University

Contact: 415.274.5600 ext#5663