(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.
“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
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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.