Private Banking, uncluding loans and deposits, for HNW individuals, service firms such as law firms, CPA firms, etc., entrepreneurs, and closely-held companies. Also Business Banking, loans and deposits, for privately held companies. Also Commercial Real Estate.
Business and Personal loans and lines of credit Commercial Real Estate Working capital lines of credit Equipment and other fixed asset financing Owner Occupied Real Estate Acquisition financing ESOP Financing International and Standby Letters of Credit Full range of business deposit accounts Checking and Savings options Comprehensive Online Cash Management Remote Deposit Capture Zero Balance Accounts Sweep Accounts Courier Services Foreign Exchange services Merchant Services Platinum Visa, Flex Miles/Travel, Preferred Points, Credit Cards Lockbox Services
Private Banking: NW of $5MM to 100MM+; Various professions or entrepreneurs; needing client-focused banking relationship Business Banking: Privately held company with revenues from $10MM to $100MM+
Most all
Coming soon to Beverly Hills
Charities
What a Pair! (Breast cancer fundraising foundation)
College Degrees
San Diego State University - Business Admin/Finance
