Bank of America
500 Newport Center Drive, Suite 400
Newport Beach, CA 92660-7002
(949) 759-0640
www.bankofamerica.com
Kim Burdick
President, Orange County
About
Bank of America, with its full range of banking services from investing to asset management, provides businesses with industry-leading support and top-of-the-line assistance. Serving approximately 55 million consumer and business relationships, Bank of America has more than 6,100 retail banking offices and more than 18,500 ATMs.
Founded: 1904
Selected services
Online payroll, invoicing and tax services, merchant card processing, check cards, lending
California Bank & Trust
1900 Main St., Suite 100
Irvine, CA 92614-7320
(949) 223-7500
www.calbanktrust.com
David Blackford
President and CEO
About
For more than 50 years, California Bank & Trust has provided Californians and their businesses with prosperity through their banking services. California Bank & Trust combines the responsiveness of a local bank with the ample services provided by major financial institutions. The bank provides commercial, small business and personal banking solutions.
Founded: 1998
Selected services
International banking, online services, checking and savings, acquisitions financing, term loans
California National Bank
1301 Dove St., Suite 101
Newport Beach, CA 92660-2458
(949) 794-3800
www.calnational.com
Kristine Long
Regional manager
About
Cal National Bank’s 68 branches represent the fastest-growing community bank network in Southern California. The Los Angeles-headquartered bank, which has $6.3 billion in assets, provides personal and business banking and commercial real estate and investments products for its customers in Los Angeles, Orange, Ventura, Riverside and San Bernardino counties.
Selected services
Business online banking, BusinessReward Check Card, money market accounts, loans and lines of credit, retirement and investment services
Citibank
5000 Birch St., Suite 100
Newport Beach, CA 92660-2146
(800) 627-3999
www.citibank.com
Ronald Jacobstein
Financial center manager
About
With approximately 200 million customers in more than 100 countries, Citibank is one of the pre-eminent financial services companies in the world. Citibank utilizes a multifaceted online banking system to continue its outreach to customers around the globe. The bank also provides credit cards, loans and investment management to its customers.
Founded: 1812
Selected services
Online banking, remote check depositing, insurance and estate planning, foreign exchange and trade, escrow
Comerica Bank
611 Anton Blvd., Suite 100
Costa Mesa, CA 92626-7005
(800) 888-3595
www.comerica.com
David White
Regional president, Southern California
About
Comerica Bank is strategically aligned into three major business segments: the business bank, the retail bank, and wealth and institutional management. With headquarters in Dallas, Comerica provides strong customer service and a vast range of products and services to better serve its clients, who are individuals and businesses of all sizes.
Founded: 1849
Selected services
Business checking, business savings, online financial management, account cards, lending
Union Bank N.A.
18300 Von Karman Ave.
Irvine, CA 92612-1057
(949) 553-2527
www.uboc.com
Scott Connella
Market president
About
Union Bank has utilized its vision of offering comprehensive financial solutions by serving businesses and individuals. The bank offers customized services for personal, small business and commercial banking as well as wealth management. Union Bank is the 25th largest bank in the U.S. with 335 branch offices.
Founded: 1864
Selected services
Online services, business loans and financing, custody, retirement and corporate trust services, foreign exchange, real estate financing
Wachovia Bank
2211 Michelson Drive, Suite 200
Irvine, CA 92612-1387
(949) 475-0469
www.wachovia.com
Everett Orrick
Senior vice president, commercial banking director
About
Wachovia recently became a part of Wells Fargo & Co., expanding its services to more than 11,000 stores and 12,000 ATMs across the country. The newly formed entity is No. 1 in the U.S. in community banking presence, mortgage originations, small business lending and middle-market commercial banking. It serves businesses of all sizes.
Founded: 1879
Selected services
Mobile banking, business loans, lines of credit, business check card, payroll services
Wells Fargo Bank
18401 Von Karman Ave.
Irvine, CA 92612-1723
(949) 553-0260
www.wellsfargo.com
Kim Young
President, Orange County region
About
With its product of service, its added-value of financial advice and its competitive advantage of its employees, Wells Fargo is one of the top commercial banks in Orange County. Wells Fargo, being the largest financial institution in the western U.S., serves its customers with loans in many industries including small businesses and agriculture.
Founded: 1852
Selected services
Treasury management, financing, international banking, real estate, employee benefits
More articles from this edition
