Well capitalized community bank catering to small and medium sized commercial businesses. Lines of credit, equipment and real estate financing (owner occupied and investor).
Complete range of state of the art cash management services including e-deposit and web banking.
Revolving lines of credit. Equipment financing. Term Loans. SBA 504 & 7a Loans. Commercial Real Estate - permanent and construction, owner occupied and investor. Cash management services.
Clients are mostly privately held, often multi-generational family run businesses. We excell in serving the $75 million revenue and below business who needs a full service bank with experienced lenders.
Technology Construction Professional Service Firms Non - Profit Distribution Manufacturing
8 offices in Southern California
Social Clubs
San Diego Rotary - Club 33
Carmel Valley wine Club
Charities
MS Society Susan G Komen 4 the Cure GGAC-Alzheimers Centers
Graduate Degrees
College Degrees
San Diego State University - BS - Finance
Speaking/Teaching
Experience
Association for Corporate Growth MIT Enterprise Forum.
Organizations
MIT Enterprise Forum. US Green Chamber of Commerce - CFO
