Jerry is a Senior Director of Investment Services for California CLASS and is responsible for new business development, cultivating new relationships, and participating, attending, and presenting at conferences across California.
Prior to joining California CLASS, Jerry served as Senior Vice President – Government Banking Manager for both Rabobank and most recently, Five Star Bank where he created and ran their respective Government Banking Departments. His roles included all phases of engagement from prospecting, initial sales presentations through implementation, RFPs, rate quotes, and treasury product sales. Additionally, he developed all new public funds products, policies, procedures, and marketing materials catering to public sector clients.
Jerry also held the role of Manager, Financial Services Section & Vault for the California State Treasurer’s Office where he managed the Daily Cash Desk of the California State Treasury, completed daily cash flows, determined the daily funds available for investment, chaired annual bank meetings with state depository banks and previously managed the commercial paper program.
Mr. Legg earned a Bachelor of Science in agribusiness management from Rutgers University and is a Certified Treasury Professional. Additionally, he serves as Board Vice Chair of Seniors First.