AT A GLANCE

Presidio Bank builds enduring business banking partnerships through its consultative-selling, relationship approach. Businesses, professional firms, and not-for-profits trust their banking needs to Presidio Bank’s talented, local relationship managers. Responsive customer service is supported by an in-depth knowledge of local markets, quick decision-making, accessible senior management, and active community involvement.

Organization

State Chartered commercial Bank. Privately held, locally owned corporation opened July 26, 2006. Member FDIC and Federal Reserve System.  Shares traded on the OTC bulletin board, ticker symbol PDOB.

Initial Capitalization

$40 million – largest capital-raising for a new bank in history of California at the time of its launch

Banking Offices

San Francisco, Palo Alto, San Rafael, Walnut Creek 

Executive Officers

James Woolwine, Chairman; Steve Heitel, President & CEO; Todd Allen, EVP & Market President, North Bay Region; Fred Bailard, EVP & Manager Cash Management Solutions; Bryan Bredell, EVP & Market President, East Bay Region; Clay Jones, EVP & Market President, Mid-Peninsula Region; Edward Murphy, EVP & Chief Financial Officer; and Sherry Price, EVP & Chief Operating Officer; Mary Leonard-Wilson, EVP & Chief Credit Officer

Board of Directors

Bruce H. Cabral, Paula R. Collins, Stephen G. Heitel, Robert B. Leet, Stephen D. Mayer, Gregory J. Moss, Steven H. Oliver, Marina H. Park, Robert Perry-Smith, and James R. Woolwine

General Services

Checking accounts, money market accounts, savings accounts and certificates of deposit. Lines of credit, term loans, real estate construction and term loans.  Full cash management services including remote deposit capture, on-line banking.

Geographical Market

Greater Bay Area

Client Profile

Small and mid-sized businesses, including professional firms, not-for-profits, real estate investors and developers who desire personalized, responsive service and access to decision makers. Personal banking services for executives and owners of these firms.