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Presidio Bank
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Corporate Profile

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Presidio Bank continues its successful growth...
one relationship at a time.

ACCESS TO EXPERTISE

 
Presidio Bank is independently owned and operated with its headquarters in San Francisco and regional offices throughout the Bay Area. Businesses and their owners, professional service firms and their partners, real estate investors, and not-for-profit organizations trust their banking needs to the Bank’s talented local relationship managers. Responsive client service is supported by quick decision-making and an accessible management team.

FINANCIAL STRENGTH

 
  • Initial capitalization was $40 million, the largest capital-raising for a new bank in California history at that time.
  • Bank's Tier 1 Risk Based Ratio is 10%, well above the 6% required for well-capitalized institutions.
  • $853 million in assets (2nd Quarter 2018)

Highly Rated and Award Winning

 

INITIAL CAPITALIZATION

 

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

 

ORGANIZATION

 

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

 

Geographic Market  

 

Greater Bay Area


Management Team

 
Presidio Bank's management team utilizes strong values and good fundamentals to lead the company. They are focused on quality growth and relationships, utilizing talented staff and technology to create efficiency. 
 
  • James Woolwine, Chairman
  • Steve Heitel, CEO
  • Clay Jones, President
  • Todd Allen, EVP & Market President, North Bay Region
  • Fred Bailard, EVP & Manager Cash Management Solutions
  • Annette Gelinas, SVP/Marketing Director
  • Mary Leonard-Wilson, EVP & Chief Credit Officer
  • Edward Murphy, EVP & Chief Financial Officer
  • Richard Tong, EVP & Market President, East Bay Region
  • Karol Watson, EVP & Chief Operations Officer

BOARD OF DIRECTORS

 
Presidio Bank's prestigious Board of Directors, provides strategy to guide the company to continued success.
 
  • Bruce H. Cabral
  • Paula R. Collins
  • Stephen G. Heitel
  • Robert B. Leet
  • Stephen D. Mayer
  • Gregory J. Moss
  • Larry Nibbi
  • Marina H. Park
  • James S, Westfall
  • 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.