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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Legend
Eric Lucero Put the Bank Brand on the Sidewalk
Executive · Operator

Eric Lucero Put the Bank Brand on the Sidewalk

Before bank marketing became a race for clicks, Eric Lucero helped turn lemonade stands, free ice cream and small acts of generosity into measurable growth. His return to Zions Bancorporation brings that customer-first playbook back to where his banking career began.

eric-lucero · bank-marketingRead →
Legend
Samir Kaji
Founder · Investor · Creator

Samir Kaji

Samir Kaji is the co-founder and CEO of Allocate, a private markets platform that helps wealth advisors and family offices build and manage institutional-quality portfolios. Before founding Allocate, he spent about 22 years in venture banking at Silicon Valley Bank and First Republic Bank, where he advised more than 700 venture and private equity firms. He also hosts Venture Unlocked, a widely followed podcast and newsletter about how venture capital firms are built and scaled.

samir-kaji · allocateRead →