Union Bank's San Diego team offers a full range of credit and treasury services to companies and not-for-profits between $10-$100 million in annual revenues. Credit is approved and managed locally with an experienced relationship management team (over 20 years tenure at Union Bank).
A team of five commercial bankers, we provide comprehensive commercial banking solutions to privately held companies and not-for-profit organizations located in San Diego County. We focus on companies between $10-$100 million in annual revenues. Credit is approved and managed locally.
We offer the full array of commercial and corporate financing and cash management solutions. Products include credit lines for working capital, term loans for capital equipment, a wide range of real estate financing structures and asset based lending products.
Additionally, we maintain two treasury management professionals fully dedicated to our clients and prospects.
Other services provided include foreign exchange and interest rate management, investment management, treasury/cash management, ESOP advisory and global trade services.
Typically clients are privately held, often multi-generational companies between $10-$100 million in annual revenues. In addition, not-for-profit organizations represent a good portion of our portfolio.
Our clients span many industries, including manufacturing, distribution, technology, life science, not-for-profit organizations and the services sector.
The San Diego Commercial Banking team has offices in San Diego and North County. Further, Union Bank maintains 63 branch locations throughout San Diego County.
College Degrees
B.A., Business Administration, University of San Diego, 1982.
