Nicolette Sloan in

Nicolette Sloan

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Chief Operating Officer at Peninsula Bay Trust Company
📍 San Francisco Bay Area, United States

Nicolette Sloan is the Chief Operating Officer at Peninsula Bay Trust Company, with a career spanning from bank teller to executive leadership. A graduate of the Pacific Coast Banking School, she specializes in financial optimization, growth strategy, and operational frameworks. Colleagues and clients describe her as exceptional, effective, and highly knowledgeable.

Nicolette is passionate about empowering women in the financial technology sector, actively participating in industry events focused on female leadership. She also supports community causes, such as attending the annual Hope & Light fundraiser to contribute to meaningful initiatives outside of her professional sphere.

She is currently seeking a software solution to manage vendor and third-party contracts, focusing on risk, access, and renewal tracking.

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Experience
4 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Nicolette shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Nicolette cares about

Vendor Management Tech
Publicly exploring software solutions to manage vendor contracts, track high-risk vendors, and monitor renewals, indicating a current, specific operational need for her company.
Fintech Innovation
Serves as a strategic advisor to multiple fintech startups and attends events like "Women Driving the Fintech Revolution" to stay on the cutting edge of the industry.
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Career

Work history

3-2025
Chief Operating Officer
Peninsula Bay Trust Company
11-2024
Advisor
Zorro Fi
10-2024 - 5-2025
Advisor
Odonata
7-2024 - 4-2025
Advisor
Power Cash
8-2023 - 7-2024
Head of Growth & Strategy
Bank of Marin
In the press

Media appearances

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Education
Bachelor of Science
California Lutheran University
2007 - 2009
Pacific Coast Banking School
University of Washington
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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