(Listed alphabetically by name)
Presidio Bank, 999 Fifth Ave., San Rafael 94901, presidiobank.com, 415-456-6000
Todd Allen is the North Bay market president of Presidio Bank. Born in Poplar Bluff, Mo., he currently lives in Novato.
He earned a bachelor of science from the University of Nevada, Las Vegas and his first position was as a relationship manager with a national finance company.
He considers his biggest professional accomplishment to be assisting his team in the establishment of a successful and growing regional banking office in the North Bay. The $244 million bank was founded in 2005.
Outside of work he enjoys hiking, jogging and traveling with his family.
“My vision of the future includes continuing to work with local business owners and individuals to assist them in meeting their financial objectives.”
Union Bank, 830 College Ave., Kentfield 94904, uboc.com, 415-451-1679
James Barrett is the vice president and senior relationship manager with the Wine Industry Services group at Union Bank.
He was born in Oklahoma and grew up in the D.C. suburbs. He moved to Napa in 1995 and has been there ever since.
His mother was in banking and he liked finance, so after chatting about the business with her and her colleagues, he decided it would be a good fit.
The 39-year-old studied his undergrad at Auburn University and earned an MBA from Georgia State University.
He focuses on the wine industry, though he said, “I have had clients in retail, food and beverage, hospitality, real estate and other industries.”
He said his biggest accomplishment has been to successfully balance a rewarding career with a very active and happy family life – he has five children.
He likes to spend time with family and friends as well as snowboard, read and cook. He won the appetizer contest in the Valley Men Who Cook event several years ago and is almost as proud of himself for that as he is for completing the Napa Valley Marathon in 2009.
Union Bank has assets of $86 billion and roughly 10,000 employees.
He hopes that the future holds more traveling, and he wants to stay in the Napa area.
Bank of the West, 20 S. Petaluma Blvd., Petaluma 94952, bankofthewest.com, 707-778-3307
Adam Beak is the senior vice president of North Coast agriculture for Bank of the West.
He moved to Mendocino in the early ‘70s with his parents and currently lives in Point Richmond.
He studied marketing at CSU Sacramento. His first position was as an auditor for ITT Commercial Finance, then he moved over to banking.
“I first got into finance because it included a company car,” he said.
He has been with Bank of the West for six years. Prior to that he was the chief financial officer for Heron Wines.
He said his biggest accomplishment is having helped the bank’s wine industry portfolio grow from $56 million to $600 million.
In his spare time, he plays with his family, and loves to cook, travel, scuba dive and golf.
Bank of the West was founded in 1874. It has $60 billion in assets, 9,000 employees and 700 branches and commercial offices in 19 states.
Mr. Beak is a part owner of 4 Bears Winery in Napa.
Bank of Napa, 2007 Redwood Blvd., Napa 94558, thebankofnapa.com, 707-257-7777
Diane Bishofberger is the SVP and bank sales manager for Bank of Napa.
“My role is to manage all the sales efforts and relationship managers of the bank, oversee the retail efforts of the branch and manage my own client base,” she said.
Ms. Bishofberger has been with the bank for two and a half years.
She studied merchandising and design at San Diego University, and her first job in banking was as a teller with Wells Fargo Bank. Her career blossomed instantly to business development.
Prior to being at Bank of Napa, Ms. Bishofberger was at Vintage Bank as regional manager, with responsibility for the Napa offices and sales team.
Outside of work she is on the board of the Napa Emergency Women’s Group.
“It is so satisfying to make a difference for customers and be part of their lives,” she said.
And her personal life is focused on her family.
“I have successfully raised three beautiful children that have grown into amazing adults. I have a loving and supportive husband who is my best friend. I have so many blessings it is truly amazing. Life is a blast!”
The $85 million, 18-employee bank is three-and-a-half-years old.
In five years she said she wants to be in a bigger branch, “and to be having fun.”
Umpqua Bank, 1500 Soscol Ave., Napa 94559, umpquabank.com, 707-252-5020
Mark Brody is the senior vice president and manager for Bay Area commercial banking at Umpqua Bank.
He went to Pitzer College for his undergrad then went to the University of Wisconsin for an MBA in finance.
“It was a vibrant place with a great cross section of people,” he said.
He worked in the banking industry beginning at Bank of America, then left for a while to work in the wine industry.
He said he really liked the wine, but it is the people in the industry that fascinated him.
Wine “is the stuff of dreams on the one hand, and it is totally irrational on the other,” he said.
Umpqua had purchased Vineyard Bank, and he was brought in to essentially take care of that part of the business.
Umpqua has more than $9.4 billion in assets.
He said his biggest accomplishment is his 18-year-old daughter. He likes to cook, read, bike and travel.
In the coming years he wants to continue to do what he has been doing.
“I really enjoy the role that we play as bankers in the lives of our clients,” he said.
Luther Burbank Savings, 804 Fourth St., Santa Rosa 95404, lutherburbanksavings.com, 707-523-9898
Lynne Carpenter, the chief income property loan officer at Luther Burbank Savings since January of 2008, has lived in the North Bay since 2007.
The California native worked as a teller in high school and liked the customer service and interaction enough to take a job at a savings and loan in Newport Beach after graduating from Western Illinois University in Macomb, Ill.
“I worked in a number of areas until I found my niche in the income property lending division. I learned that I thrive on putting all the pieces of a deal together, making it work and getting it closed. I have worked in income property lending for over 20 years.”
She said helping Luther Burbank Savings achieve record profitability in one of the most difficult real estate markets is one of her biggest accomplishments.
“In the past two years we have been able to achieve our volume goals. We have sharpened our focus by originating loans in our core market areas.”
When Ms. Carpenter is not at work, she loves to travel, her favorite destination being Italy.
Founded in 1983, the 132-employee bank has assets totaling $3.5 billion.
Ms. Carpenter said that in 10 years she would like to be right where she is today, “living in Santa Rosa and working at Luther Burbank Savings.”
Summit State Bank, 500 Bicentennial Way, Santa Rosa 95403, summitstatebank.com, 707-568-6000
Guy Dana is the chief credit officer at Summit State Bank. He has been in that position for two years. Previously he was the vice president of commercial banking at Bank of Petaluma/Greater Bay Bank.
He began his career to get a well-rounded look at many different kinds of businesses, to see what made some businesses good and others not.
“The intent was to choose a career. I like to tell people I still haven’t made up my mind yet,” he said.
Mr. Dana went to the University of Utah and to the Pacific Coast Bankers School at the University of Washington in Seattle.
He focuses on all areas of the bank’s lending programs and portfolio, for safety, soundness and profitability.
“I provide financing products and services in the best possible manner to the individuals, businesses and community service organizations we are fortunate enough to serve,” he said.
He said his biggest accomplishment personally is his wife and three children, “although they are not really children anymore, and ‘accomplishment’ makes it sound like something I did.”
In his spare time Mr. Dana enjoys working with his local church.
“I like to hike, play golf and enjoy just about anything outdoors. I am an amateur astronomer and enjoy astrophotography. My eldest son, Phillip, just returned from his second tour of duty in Afghanistan, where he was awarded the Bronze Star, and he is planning to be married this October.”
Mr. Dana said his “spare” time will be devoted to his son and his fiancee, Julie Elkins, “to ensure a wonderful start to their life together.”
Summit State Bank has roughly $350 million in assets, 60 employees and five offices. The bank was founded in 1984.
“I enjoy what I do very much and hope to continue doing it,” he said.
Wells Fargo, 200 B St., #300, Santa Rosa 95401, wellsfargo.com, 707-584-3150
Howard Daulton has been the senior vice president commercial loan officer at Wells Fargo Bank since April of last year.
Prior to that, he was the president and chief executive officer of Bank of Petaluma, which was purchased by Wells Fargo in 2007.
Mr. Daulton studied economics at San Jose State University, and his first position was with Union Bank as a business development officer.
Mr. Daulton moved to Santa Rosa in 1960 when his father was transferred from Sacramento. He graduated from Montgomery High School.
He said his biggest accomplishment professionally was merging Bank of Petaluma into Greater Bay Bank and then in turn merging it into Wells Fargo.
“Personally, it has been my ability to balance my personal life with the demands presented by the current economy,” he said.
Founded in 1852, Wells Fargo has $1.2 trillion in assets and 281,000 team members.
“My goal is to continue to serve all our customers’ financial needs in the capacity that most closely aligns with their goal.”
Westamerica Bank, 1108 Fifth Ave., San Rafael 94901, westamerica.com, 800-848-1088
Joseph Dietzen is the senior vice president at Westamerica Bank.
He grew up in Yakima, Wash. and came to California for college.
Mr. Dietzen earned a bachelor’s degree in economics at Stanford, then went on to get an MBA in finance at U.C. Berkeley and attended Pacific Coast Banking School.
“I enjoy the financial aspects of the job combined with the business customer contact. My position is as a senior vice president with the bank. I am responsible for account relationship and loan production in the Sonoma and Mendocino region,” he said.
He joined Westamerica Bank in 2005 when it acquired National Bank of the Redwoods, where he was executive vice president and responsible for real estate loan production.
“I am pleased to have worked closely with the local banking groups in the Sonoma County Loan Consortium in supporting affordable housing developers such as Burbank Housing. I have been active with other local nonprofit entities including the Redwood Empire Food Bank during its transition from a small operation to the large entity that it has now become.”
In what he calls his spare time he works on his home.
“I live in an old Victorian townhouse that has been in my wife’s family since the 1800s, and anyone who has ever lived in such a home knows of the ongoing maintenance projects to keep it going and knows that there is no such thing as spare time,” he said.
Redwood Credit Union, 3033 Cleveland Ave., Santa Rosa 95403, redwoodcu.org, 877-545-4100
Michael Downey is the vice president of business services at Redwood Credit Union.
He was born in San Francisco and moved to the North Bay at two-years old.
He owned a small business for a number of years, and when he realized the unique financial needs of businesses such as his, he wanted to help them grow and thrive by providing customized financial solutions.
Before working at the credit union, he was vice president of business development at Summit State Bank.
Mr. Downey studied business administration at CSU Chico.
He considers his biggest professional accomplishment to be growing the business lending at RCU to help local businesses grow and thrive.
He served on the board of the city of Santa Rosa Public Utilities for 20 years and was recognized for his service there as well as from the Volunteer Center of Sonoma County.
“As our communities emerge from recent economic challenges, I hope to continue to expand and enhance services to help our local small businesses.”
Sonoma Valley Bank, PO Box 1228, Sonoma 95476, sonomavalleybank.com, 707-935-3200
Becky Elster started working for Sonoma Valley Bank when she graduated from Sonoma Valley High in 1988, three months after the bank opened.
“I started as a check-file person. It took about three months to be promoted to a teller. I have gone through the ranks and am now a vice president commercial loan officer,” the Santa Rosa native said.
During her tenure, the bank has grown to 55 employees, with total assets of $350 million and loan portfolio of $270 million.
She has lived in Glen Ellen for the past 34 years.
“My biggest accomplishment is my wonderful family,” she said.
“I have been married to my husband Tom for 20 years and have two beautiful children.”
Napa Community Bank, 700 Trancas St., Napa 94558, napacommunitybank.com, 707-227-9300
Douglas Haigh has been the chief credit officer at Napa Community Bank since July of 2006. Previously he was the CCO at Summit State Bank.
Born in Lansing, Mich., his family relocated to the San Mateo area when he was a teenager.
Mr. Haigh studied political science at Alma College in Michigan where he earned a bachelor’s. He went through Pacific Coast Banking School and earned a Juris Doctorate at Empire College School of Law.
His first position was as a loan officer with Bank of America. He was in the Bank of America loan officer training program in San Francisco. His first loan officer assignment was in Petaluma in 1978. Bank of America promoted him to several offices in the North Bay before assigning him to Napa in 1985 when he bought a home in Yountville.
His focus is on community banking including commercial, construction and agricultural lending; credit management; collections; and law.
“I am very proud of ‘keeping the wheels on’ our bank during this severe recession,” he said.
Outside of the office, he said he is proud of being able to balance work and family while completing law school and passing the State Bar Exam.
Napa Community Bank is being purchased by Rabobank N.A.
“As part of the management of Napa Community Bank I am proud that our bank has received Business of the Year by the Napa Chamber of Commerce and favorite bank award by KVON/KVYN radio.”
The 24-employee bank with assets at $165 million and $142 million in loans was founded in 2002 with Dennis Pedisich as president and chief executive officer.
Mr. Haigh was a founding shareholder.
Exchange Bank, 545 Fourth St., Dept. 410, Santa Rosa 95401, exchangebank.com, 707-524-3102
Gary Hartwick is the senior vice president and chief credit officer at Exchange Bank.
Born in Sacramento, he moved to Santa Rosa in January 2009 when he took on his current position.
Mr. Hartwick studied finance at CSU Sacramento and began his banking career after graduation. His first position was with Bank of America as a general lending officer.
Most recently he was executive vice president and chief credit officer for River City Bank in Sacramento.
He is responsible for credit risk management, loan approval and credit policy and procedures.
Outside of work, he is active in fly fishing, golf and cycling.
He said his greatest personal accomplishment was completing a 100-mile bike ride.
He also volunteers and was the Volunteer of the Year at the Greater Sacramento Area American Diabetes Association.
The 424-employee bank has assets at $1.5 billion and was founded in Santa Rosa in 1890 by Manville Doyle.
Charter Oak Bank, 600 Trancas St., Napa 94558, charteroakbank.com, 707-265-2000
Michael Ledwich is executive vice president and chief credit officer at Charter Oak Bank in Napa.
A true Nappan, he was born, raised and currently lives in Napa.
He studied finance and economics at CSU Sacramento and earned an MBA at Golden Gate University.
“Friends of my father started Napa Valley Bank, and they offered me a position out of college,” he said.
He said his biggest accomplishment is more than 24 years of banking in Napa.
“It is great to drive around the Napa Valley and see all the businesses I have helped and all the buildings, vineyards and wineries I helped finance.”
He likes to golf in his spare time and is a past president of the Napa Sunrise Rotary Club and a past president and past active life status of the Active 20/30 Club of Napa.
The 33-employee, six-year-old bank has assets totaling $141 million and a loan portfolio of $129 million.
Mechanics Bank, 433 Soscol Ave., #B-161, Napa 94559, mechbank.com, 707-256-4343
Scott McAdams, regional manager at Mechanics Bank for the Napa Valley, has been with the bank for 30 years.
“I started rolling coins there in high school,” said the 46-year-old.
After high school, he studied business management at CSU Sacramento. He worked as a teller while he was in school, and when he finished his degree he went through the management training program with the bank.
He managed several retail branches and after 15 years transferred to corporate banking. The bank helped him get an MBA at CSU Hayward.
He said he prides himself on being able to balance work and life.
“I stay active with my kids, I golf and water ski,” he said.
He has three children, all girls, the oldest and youngest of which he is active in coaching softball.
Mechanics Bank was founded in 1905. Of the 680 employees, about 20 live in the Napa Valley.
Circle Bank, 1400A Grant Ave., Novato 94945, circlebank.com, 415-898-5400
Patrick McCarty is the senior vice president and chief lending officer at Circle Bank.
He has served as chief lending officer of the bank since 2003. He manages all aspects of the bank’s credit functions including loan servicing, underwriting, policies and personnel.
Circle Bank has $262 million in assets.
Mr. McCarty has 35 years of bank experience managing loans in both up and down credit cycles, at five different financial institutions ranging from multi-bank holding companies to small community banks. He was appointed to the board of the Affordable Housing Consortium of Sonoma County in 2005.
He is a graduate of Texas A & M University with a bachelor’s degree in finance.
Bank of America, 10 Santa Rosa Ave., #210, Santa Rosa 95404, bankofamerica.com, 707-525-2393
David Meddaugh is the senior vice president and market manager of the North Coast commercial banking office of Bank of America.
The 52-year-old has been with Bank of America for 30 years. In his current capacity, he manages the unit’s largest client relationships.
He also is the bank’s liaison with the wine industry in California.
He has presented at the Wine Industry Financial Symposium, the Unified Wine and Grape Symposium, the Leadership Forum and the Moss Adams Wine Industry Roundtable.
Mr. Meddaugh studied at CSU Chico, where he earned bachelor’s degrees in both economics and finance.
He holds an MBA in corporate finance from the Pacific Coast Banking School.
Mr. Meddaugh was raised in Santa Rosa and lives there with his wife and two children.
First Community Bank, 438 First St., Santa Rosa 95401, fcbconnect.com, 707-636-9010
Brian Reed, 25-year banking veteran, is the executive vice president and chief credit officer of First Community Bank.
He has spent 12 of those years in management roles in Sonoma County.
Mr. Reed started his banking career at Continental Illinois National Bank of Chicago in 1984, later moving to PNC Bank in Los Angeles in 1988.
After relocating to Sonoma County, he went to work for National Bank of the Redwoods, moving up the ranks to senior vice president and senior loan officer before he left to head up NVB Business Bank in 2005 as its regional president.
Mr. Reed is a Santa Rosa resident and longtime member of Santa Rosa East Rotary. He also serves as president of the board of directors for the Children and Family Circle, a nonprofit organization that provides child care services for at-risk children from infancy to three-years old.
Bank of Marin, 504 Redwood Blvd., #100, Novato 94947, bankofmarin.com, 415-763-4520
Beth Reizman is the commercial banking manager at Bank of Marin.
Born in the Philippines, Ms. Reizman started her career at Crocker Bank after graduating with a degree in economics from Stanford University.
“Crocker Bank had openings in their Asia Pacific division right when I graduated. It seemed like a natural fit with my background,” she said.
She has been in her position for almost a year. Previously, she was the senior commercial lender. She has been with Bank of Marin for 14 years.
Professionally, she said her biggest accomplishment has been helping the bank grow into the top community and business bank in Marin.
American AgCredit, PO Box 1120, Santa Rosa 95402, agloan.com, 707-545-1200
Jim Rizza is the vice president and St. Helena branch manager at American AgCredit. He manages the vital operations in the key Napa-area wine region and has been with the company for 25 years.
Mr. Rizza was born in Northridge and has lived in Napa since 1985.
He studied ag business at CSU Chico and earned a bachelor’s of science. He came to the North Bay with a desire to work with agriculture.
In his spare time, 54-year-old Mr. Rizza enjoys activities such as hiking, tennis, fishing, biking and hunting.
Founded in 1916, American AgCredit is part of the nationwide Farm Credit System. American AgCredit provides financial services such as production and mortgage financing, short and long-term loans, real estate loans, equipment and vehicle leasing, credit life and crop insurance to agriculture and rural customers throughout California, Nevada, Kansas and Oklahoma.
The company has 285 employees, and its loan portfolio is valued at $4.8 billion.
North Valley Bank, 100 B St., #110, Santa Rosa 95401, novb.com, 707-522-5480
Chris Roach is the senior vice president and commercial loan officer at North Valley Bank. He was born in Pittsburgh, Pa., and moved to the North Bay from San Francisco in 1989 with his wife and son. They live in Windsor.
“I got into banking because I showed potential in working with accounting in a couple of early jobs,” he said.
His area of focus is in developing and maintaining a portfolio of mainly commercial and industrial loans.
Prior to working at North Valley Bank, he was with North Coast Bank for eight years.
“My first banking position was as a ‘repo man’ for a bank in Southern California, as I waited for a management training class to start. My group did collections and repossessions for all types of vehicles. I’m glad it was only temporary.”
He graduated with a bachelor’s in economics from Indiana University.
He said banking in the wine industry has been very enlightening.
“Personally, some of the most rewarding times I have had were spent coaching Windsor youth basketball and being a CASA volunteer,” he said.
North Valley Bank was founded in 1973. The Santa Rosa office is designated as a business banking office and opened here in 2005.
Silicon Valley Bank, 899 Adams St., G2, St. Helena 94574, svb.com/svbank/wine, 707-967-1367
William Stevens is the division manager of Silicon Valley Bank’s Wine Division. In this role, Mr. Stevens is responsible for the general management of the division’s two offices in Napa and Sonoma County and the more than 30 financial services professionals focused exclusively on the wine industry.
He was born in San Francisco and has spent his entire life in the greater Bay Area. He lives in east Napa with his wife, Teri, and their three children.
Mr. Stevens held lending positions at Chase Manhattan and Bank of America, where he was a top producer of new relationships for his region.
Prior to his work with the private sector, Mr. Stevens worked for the U.S. Treasury, gaining nationwide experience in banking and corporate governance issues.
In his spare time, he spends time with his family and cycles, skis and sails.
AltaPacific Bank, 3725 Westwind Blvd., #100, Santa Rosa 95403, apbconnect.com, 707-543-2704
Larry Tidwell is the executive vice president in the real estate industries group at AltaPacific Bank in Santa Rosa and is in charge of all construction lending. He has been in that position since April of 2009.
Previously he was at Temecula Valley Bank, also as the executive vice president in the real estate industries group in charge of all construction lending.
Born in Roswell, N.M., 64-year-old Mr. Tidwell moved to the North Bay in 1982 and has lived in Novato since 1995.
He likes to spend time with his wife and two daughters in his time out of the office.
“My biggest accomplishment has been my ability to increase and retain my customers over the last 15 years,” he said.
He hopes to continue helping customers achieve their goals for the next 15 as well.
AltaPacific Bank was founded in 2006. The 16-employee bank has assets totaling $85 million. The bank has a loan portfolio of $62 million.
North Coast Bank, 90 South E St., #110, Santa Rosa 95404, northcoastbank.com, 707-528-6300
Laurie Todd-Dunlap is the chief loan administrator of North Coast Bank.
She was born in New Jersey but was raised in Santa Cruz. She studied American history at U.C. Santa Barbara and later earned an associate degree in banking and finance at Santa Barbara City College.
Her first position was as a teller at Santa Barbara National Bank.
She got into banking because she enjoys helping clients with their financial needs.
“I am also very numbers- and solutions-oriented, so banking seems to have been my niche,” she said.
After marrying her husband of 36 years, Greg, in Santa Barbara, they moved to Sonoma County in 1977. She has lived in Santa Rosa for 22 years.
The 59-year-old has been in her current position for 10 years.
Professionally, she said, “My biggest accomplishment is in working and learning my way from my first teller’s job through a number of higher operational and lending duties to the position that I hold today.”
Outside of work, she enjoys gardening, cooking and travel, particularly camping in the redwoods, “away from the hustle and bustle.”
North Coast Bank, now a division of American River Bank in Sacramento, has about 20 employees and a loan portfolio approaching $100 million.
The bank was founded in 1990 as Windsor Oaks National Bank, with a name change to North Coast Bank in 1997.
Citibank – Winery and Vineyard Practice, 605 Trancas St., #D, Napa 94558, citi.com, 707-253-9973
Robin Wenzel is a managing director in Citibank’s Winery and Vineyard Practice.
She has 17 years banking experience in corporate and commercial lending. She has been with Citibank for two and a half years.
Originally from Minnesota, she now considers California her home.
“My husband is from California, so we only go back to Minnesota over the summer,” she said. “The thought of the snowy winters doesn’t work.”
They have two young children, and they love it in Napa.
“This is our home,” she said.
Citibank’s Winery and Vineyard Practice has more than 20 years experience in the agri-business sector.
Prior to joining Citibank in 2007, she worked for Silicon Valley Bank’s Premium Wine Division as a senior relationship manger, responsible for managing her team and one of the division’s largest portfolios.
Sonoma Bank, 801 Fourth St., Santa Rosa 95404, snbank.com, 707-579-2265
Paul Yeomans is the vice president in commercial lending at Sonoma Bank, div. of Sterling Savings. He was born in Caracas, Venezuela, and grew up in New Jersey. He moved to California in 1986.
He began his career in banking in 1988 doing commercial lending in South San Francisco.
He earned a degree in economics from American University in D.C., an MBA from Golden Gate University in San Francisco and is currently in his final year at Pacific Coast Banking School.
“I relocated to Sonoma County in 1990 and continued my career. I got into banking because I liked finance and wanted to make a difference at a local level,” he said.
His first position in banking was developing commercial relationships with Wells Fargo Bank.
“My biggest accomplishment was to achieve balance between my family, two incredible boys, and work. There’s nothing better than coaching the son or daughter of a customer.”
Sterling Savings Bank has 178 branches throughout the Pacific Northwest and operates 13 branches as Sonoma Bank in Northern California. Sterling has $10.9 billion in assets and $7.8 billion in deposits.
“Fifteen years from now,” he said, he would like “to be on a sandy beach in a tropical place. Until then – continue to support the local economy through banking relationships and enjoy the time with my boys as they grow.”
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