(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
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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
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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.