Presidio Bank

Description

Headquarters: San Francisco, CA Founded: 2006

Presidio Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Presidio Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Presidio Bank Employees

Employee
Years
Job
Industry
Laura Rohlfing Laura Rohlfing Fort Worth, Texas Details
Laura Rohlfing's Presidio Bank Experience July 2007 - July 2008
Job Project Manager at Magic Hour Communications
Industry Internet
Experience
Magic Hour Communications  May 2012 - April 2015
Global Internet Management   September 2008 - May 2012
Social Media  2012 - 2012
Presidio Bank   July 2007 - July 2008

Skills
HTML, Web Strategy, Online Advertising, Digital Marketing, SEO, Content Management, Web Analytics, Interaction Design, CMS, Project Management, User Experience, Web Design, Email Marketing, Information Architecture, Google Analytics, Network Security, E-commerce

Education
University of San Francisco
Bachelor of Arts, Communication Studies

Carlos Santamaria Carlos Santamaria San Francisco Bay Area Details
Carlos Santamaria's Presidio Bank Experience August 2015 - Present
Job AVP/ Associate Relationship Manager at Presidio Bank
Industry Banking
Experience
Presidio Bank   August 2015 - Present
Presidio Bank   September 2014 - Present
Bridge Bank  November 2011 - September 2014
Univar  June 2008 - November 2011

Skills
Accounts Receivable, Financial Reporting, Excel, Customer Service, Financial Analysis, Cash Flow, General Ledger, Reconciliation, Banking, Credit Analysis, Financial Accounting, Microsoft Excel, Account Reconciliation, Accounts Payable, Analysis, Commercial Lending

Education
San Jose State University   2007 — 2009
Bachelor of Science, Accounting

Adam Baughman Adam Baughman San Mateo, California Details
Adam Baughman's Presidio Bank Experience January 2014 - Present
Job Vice President & Relationship Manager at Presidio Bank
Industry Banking
Experience
Presidio Bank   January 2014 - Present
Boston Private Bank  July 2011 - December 2013
Boston Private Bank (Borel Private Bank & Trust Company)   October 2008 - July 2011
Five Star Bank - California  February 2006 - September 2008

Skills
Commercial Lending, Small Business Lending, Credit, Loans, Commercial Banking, Banking, Cash Flow, Lines Of Credit, Commercial Mortgages, Private Banking, Credit Analysis, Credit Risk, Underwriting, Portfolio Management, Finance, Asset Based Lending, Mortgage Lending, Refinance, Cash Management, Relationship Building, Financial Analysis, Investments

Education
California State University-Sacramento   2003 — 2005
Bachelor of Science (BS), Business Administration, Concentration in Finance

California Bankers Association   2006 — 2007
Commercial Lending School

California Bankers Association   2007 — 2008
Graduate Commercial Lending School

Mengmeng (Angela) Zhang Mengmeng (Angela) Zhang San Francisco Bay Area Details
Mengmeng (Angela) Zhang's Presidio Bank Experience September 2012 - Present
Job Central Services Specialist at Presidio Bank
Industry Banking
Experience
Presidio Bank   September 2012 - Present
California State University, East Bay  September 2011 - April 2012

Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Chinese, Data Analysis, PowerPoint, Financial Modeling, Microsoft Office, Analysis, Access, Finance, Research, Market Research, Teamwork, QuickBooks, Accounting, Financial Reporting, PeopleSoft, Outlook, SPSS, Financial Accounting, Time Management, Corporate Finance, Forecasting, Account Reconciliation

Education
Santa Clara University   2012 — 2012
Certificate of Advanced Accounting Proficiency, Accounting

California State University-East Bay   2010 — 2012
MBA, MBA- Finance

Sichuan University   1999 — 2003
Bachelor, English

Steve Heitel Steve Heitel San Francisco Bay Area Details
Steve Heitel's Presidio Bank Experience October 2008 - Present
Job President at Presidio Bank
Industry Banking
Experience
Presidio Bank   October 2008 - Present
Mid-Peninsula Bank   November 2005 - November 2007
Greater Bay Bancorp  2001 - 2007
Bank of America  1980 - 2001

Skills
Loans, Investments, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Credit Analysis, Credit Risk, Mergers & Acquisitions, Financial Analysis, Retail Banking, Commercial Mortgages, Business Strategy, Asset Based Lending, Financial Services, Strategy, Risk Management, Financial Modeling, Finance, Executive Management, Credit, Business Development, Lines Of Credit, Treasury Management, Relationship Management, Underwriting, Microsoft Excel, Financial Reporting, Mortgage Lending, Strategic Planning, New Business Development, Financial Institutions, Financial Risk, Portfolio Management, Team Building, Cash Management

Education
University of San Francisco   1976 — 1980

David Neagle David Neagle San Francisco Bay Area Details
David Neagle's Presidio Bank Experience December 2011 - Present
Job Senior Vice President at Presidio Bank
Industry Banking
Experience
Presidio Bank   December 2011 - Present
Bank of San Francisco  October 2008 - January 2012
TMC Development  April 2005 - September 2008

Skills
Small Business Lending, Commercial Lending, Business Development, Banking, Commercial Banking, Credit Analysis, Finance, Leadership, Loans, Commercial Mortgages, Credit, Asset Based Lending, Lines Of Credit, Financial Analysis, Portfolio Management

Education
Golden Gate University
Masters Degree, Finance

University of California, San Diego   1974 — 1979
Bachelor of Science, Economics

Bellarmine College Preparatory

Our Lady of Mercy

Mark R. Russell Mark R. Russell San Francisco Bay Area Details
Mark R. Russell's Presidio Bank Experience 2008 - 2011
Job KMSA Business Solutions
Industry Financial Services
Experience
KMSA Business Solutions   2011 - 2011
Presidio Bank   2008 - 2011
Fremont Bank  2006 - 2008
Mechanics Bank  1992 - 2006
Financial Center Bank   1987 - 1992
Commercial Bank of San Francisco   1983 - 1987
The Hibernia Bank   1980 - 1983

Education
Pacific Coast School of Banking - University of Washington
Banking Grad School

San Francisco State University, College of Business
Business / Economics / MBA student 1978-80

San Francisco State University
BA, History - Pre-Law

Annette Gelinas Annette Gelinas San Francisco Bay Area Details
Annette Gelinas's Presidio Bank Experience March 2010 - Present
Job Senior Vice President of Marketing at Presidio Bank
Industry Marketing and Advertising
Experience
Presidio Bank   March 2010 - Present
Monument Crisis Center  March 2006 - June 2013
Monument Crisis Center  July 2010 - June 2011
Ruth Bancroft Garden   April 2005 - December 2010
Monument Crisis Center  July 2008 - June 2010
Walnut Creek Chamber of Commerce  2006 - March 2010
The PMI Group  August 2002 - January 2009
PMI Mortgage Insurance Company  1987 - 2009
The PMI Group  October 1995 - August 2002
The PMI Group, Inc.   September 1991 - June 1995

Skills
Public Speaking, Marketing Communications, Vendor Management, Event Planning, Leadership, Marketing Strategy, Editing, Employee Benefits, Training, Program Management, Marketing, Investor Relations, Copywriting, Sales, Advertising, Strategic Planning, Team Building, Management

Education
Saint Mary's College of California   1979 — 1983
BS, Biology

Will Curran Will Curran San Francisco Bay Area Details
Will Curran's Presidio Bank Experience April 2009 - April 2010
Job Banking Professional
Industry Banking
Experience
Morgan Stanley Private Bank  April 2010 - Present
Presidio Bank   April 2009 - April 2010
Citibank  April 2001 - April 2009
Great Western Savings  1987 - 2001

Skills
Underwriting, Commercial Lending, Series 7, Series 63, Loans, Wealth Management, Commercial Banking, Credit, Credit Analysis, Banking, Portfolio Management, Small Business Lending

Education
University of California, Los Angeles   1978 — 1982
Bachelor of Arts, Psychology

Crespi Carmelite High School   1974 — 1978

Jennifer Lu Jennifer Lu Greater New York City Area Details
Jennifer Lu's Presidio Bank Experience December 2011 - July 2012
Job Database analyst at Lazard Asset Management
Industry Information Technology and Services
Experience
Lazard Asset Management  November 2014 - Present
Screenvision  August 2014 - October 2014
Financial Industry Regulatory Authority  December 2013 - June 2014
Presidio Bank   December 2011 - July 2012
Saint John's University Int'l Student Admission Office   2009 - 2011
SCHER FINANCIAL GROUP OF METLIFE   May 2008 - July 2008

Skills
Microsoft Office, SPSS Modeler, SQL, Microsoft Excel, Cognos, SPSS Clementine, Banking, Tableau, Big Data Analysis, Hadoop, Cloudera, Finance, Data Mining, Financial Analysis, Access, Analytics, Data Warehousing, Financial Modeling

Education
Fordham University   2012 — 2013
Master's degree, Business Analytics, 3.9

Saint John's University   2007 — 2011
Bachelor's degree, Finance, General

Dan Franklin Dan Franklin Mountain View, California Details
Dan Franklin's Presidio Bank Experience October 2006 - October 2008
Job Business Development Officer, VP
Industry Banking
Experience
River City Bank  November 2008 - Present
Presidio Bank   October 2006 - October 2008

Education
University of California, Davis - Graduate School of Management   2008 — 2012
MBA, Working Professional Program

University of California, Davis   2000 — 2004
Bachelor's Degree, Managerial Economics

Melissa Rion Melissa Rion San Francisco Bay Area Details
Melissa Rion's Presidio Bank Experience August 2010 - Present
Job Assistant VP & Loan Services Officer at Presidio Bank
Industry Financial Services
Experience
Presidio Bank   August 2010 - Present
WEIL, GOTSHAL & MANGES LLP   July 2009 - July 2010
JOINT COMMITTEE ON HEALTH CARE FINANCING   May 2008 - June 2009
Weil, Gotshal & Manges LLP   November 2007 - May 2008
Law Clark   August 2006 - April 2007

Skills
Legal Research, Litigation, Legal Writing, Corporate Law, Corporate Governance, Litigation Support, Employment Law, Due Diligence, Document Review, Loan Documentation

Education
Suffolk University Law School   2004 — 2007
Juris Doctor, Law

BAR ADMISSION MASSACHUSETTS STATE

Michigan State University   2001 — 2004
BA, Health Studies/Medical Anthropology

Fred Bailard Fred Bailard Sacramento, California Area Details
Fred Bailard's Presidio Bank Experience September 2008 - Present
Job Executive Vice President at Presidio Bank
Industry Banking
Experience
Presidio Bank   September 2008 - Present
FORB Acquisition Corporation   November 2002 - December 2007
Greater Bay Bancorp  September 1997 - November 2002
Bank of the West  December 1970 - September 1997

Skills
Commercial Banking, Banking, Management, Business Development, Financial Analysis, Strategic Planning, Financial Services, Executive Management, Portfolio Management, Strategy, Leadership, Finance

Education
American Bank Institute   1970 — 1983
Banking

Stanford University Graduate School of Business   1981 — 1981
Executive Management

Bryan Bredell Bryan Bredell Portland, Oregon Details
Bryan Bredell's Presidio Bank Experience March 2013 - April 2015
Job Bank of the West Portland Food & Agribusiness Banking
Industry Banking
Experience
Bank of the West  July 2015 - Present
Presidio Bank   March 2013 - April 2015
Sterling Savings Bank  September 2008 - March 2013
Dogs 4 Diabetics   2013 - 2013
North Valley Bank  August 2004 - September 2008
US Bank of Oregon   1992 - 1995

Skills
Banking, Coaching, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Financial Analysis, Loans, Management, Marketing, Portfolio Management, Sales, Small Business Lending, Team Building

Education
Pacific Coast Banking School   2007 — 2009

George Fox University   1998 — 2000
MBA, Business

Brigham Young University   1983 — 1989
Bachelor of Arts (B.A.), Economics

AnnMarie O'Toole AnnMarie O'Toole San Francisco Bay Area Details
AnnMarie O'Toole's Presidio Bank Experience July 2008 - Present
Job Relationship Service Assistant at Presidio Bank
Industry Program Development
Experience
Presidio Bank   July 2008 - Present
AchieveGlobal  August 2007 - April 2008

Education
Sonoma State University   2005 — 2007
BA, Communications

Jackie Krohn Jackie Krohn San Francisco Bay Area Details
Jackie Krohn's Presidio Bank Experience January 2012 - Present
Job Banking Professional
Industry Banking
Experience
Presidio Bank   January 2012 - Present
First National Bank of Northern California  May 2009 - August 2011
The Private Bank of the Peninsula   April 2008 - February 2009
Greater Bay Bank  February 1998 - March 2008
US Bank  1997 - 1998

Education
D'Youville College   1968 — 1971
B.A., Psychology

Dave Casassa Dave Casassa San Francisco Bay Area Details
Dave Casassa's Presidio Bank Experience October 2007 - August 2011
Job VP, Senior Commercial Banking Officer at Bank of Marin
Industry Banking
Experience
Bank of Marin  October 2014 - Present
Umpqua Bank  August 2011 - October 2014
Presidio Bank   October 2007 - August 2011
Greater Bay Bank  August 2004 - October 2007
Westamerica Bank  September 1999 - August 2004

Skills
Commercial Lending, Small Business Lending, Loans, Portfolio Management, Cash Management, Credit, Consumer Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Commercial Banking, Credit Analysis, Underwriting, Mortgage Lending, Loan Origination, Banking

Education
Occidental College   1994 — 1998
Mathematics

Kevin Hutchison Kevin Hutchison San Francisco Bay Area Details
Kevin Hutchison's Presidio Bank Experience 2010 - Present
Job Assistant Vice President / Relationship Service Manager
Industry Banking
Experience
Presidio Bank   2010 - Present
Wells Fargo Bank  2008 - 2010
Wells Fargo  August 2000 - February 2008

Skills
Notary Public, Banking, Commercial Banking, Customer Service, Outlook, Cold Calling, Time Management, Small Business Lending, Coaching, Team Building, Lines Of Credit, Treasury Management

Education
San Jose State University   1999 — 2004
B.S., Human Resource Management

San Jose State University   1999 — 2004
BS, Human Resource Management

Luke Farley Luke Farley San Francisco Bay Area Details
Luke Farley's Presidio Bank Experience January 2009 - Present
Job Senior Vice President, PRESIDIO BANK
Industry Banking
Experience
PRESIDIO BANK   January 2009 - Present
WELLS FARGO BANK  October 2007 - November 2008
GREATER BAY BANCORP  May 2006 - October 2007
GREATER BAY BANCORP  April 2005 - May 2006
COMERICA BANK  September 2004 - April 2005
AV COMPUTER CENTER   January 2004 - August 2004
FRIENDS OF THE ANTELOPE VALLEY FAIR, INC   June 2003 - January 2004
50th DISTRICT AGRICULTURAL ASSOCIATION   June 1999 - January 2004

Skills
Leadership, Commercial Lending, Banking, Asset Based Lending, Loans, Credit Analysis, Business Development, Portfolio Management, Credit, Small Business Lending, Cash Management, Commercial Mortgages, Treasury Management, Financial Analysis, Underwriting, Lines Of Credit

Education
UC Davis
Bachelor of Science, Managerial Economics

Chanel Chen Chanel Chen San Francisco Bay Area Details
Chanel Chen's Presidio Bank Experience June 2007 - Present
Job VP, Central Services Manager at Presidio Bank
Industry Banking
Experience
Presidio Bank   June 2007 - Present
Pan Pacific Bank  2005 - 2007
Fremont Bank  2001 - 2005

Skills
Banking, Operations Management, Bank Secrecy Act, Compliance, BAM, Microsoft Office, Problem Solving, Word, Excel, Outlook, PowerPoint, Fraud

Education
California State University-East Bay   1999 — 2001
BS

Mathilda Khabbaz Mathilda Khabbaz San Francisco Bay Area Details
Mathilda Khabbaz's Presidio Bank Experience May 2015 - Present
Job Experienced Commercial Banker
Industry Banking
Experience
Presidio Bank   May 2015 - Present
Citi  October 2011 - April 2015
Citigroup  March 2005 - August 2010
Cedars Bank  March 2002 - March 2005
Bank of New York Mellon  August 1998 - September 2001

Skills
Banking, Cash Management, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, FX Options, Finance, Financial Analysis, Financial Modeling, Financial Services, Fundraising, Investments, Loans, Management, Marketing Strategy, Portfolio Management, Trading

Education
Georgetown University
MA, Arab Studies--Focus on International Business and 3rd World Economic Development

University of California, Santa Barbara
B.A., History and Political Science

Mary Leonard-Wilson Mary Leonard-Wilson San Francisco Bay Area Details
Mary Leonard-Wilson's Presidio Bank Experience March 2006 - Present
Job Executive Vice President & Chief Credit Officer at Presidio Bank
Industry Banking
Experience
Presidio Bank   March 2006 - Present
Charter Oak Bank   March 2005 - February 2006
National Bank of the Redwoods  1994 - 2005
Fleet Bank  1992 - 1993
National Westminster Bank  1978 - 1992

Skills
Commercial Lending, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Credit, Commercial Mortgages, Small Business Lending, Loan Origination, Credit Risk, Loans, Asset Based Lending, Mortgage Lending

Education
Colgate University   1975 — 1978
BA, English

Leo Le Leo Le San Francisco Bay Area Details
Leo Le's Presidio Bank Experience October 2012 - Present
Job Cash Management Operations at Presidio Bank
Industry Financial Services
Experience
Presidio Bank   October 2012 - Present
Online Banking Analyst   May 2011 - October 2012
Alexza Pharmaceuticals  November 2006 - November 2007
Jeff Gregg Lab, UC Davis Medical Center Medical Pathology   January 2005 - July 2006

Education
San Francisco State University
Bachelor of Arts (B.A.), Economics

University of California, Davis
Bachelor of Science (BS), Biochemistry and Molecular Biology