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February 09, 2016 6:38 PM ET


Company Overview of Bank Leumi USA

Company Overview

Bank Leumi USA operates as a commercial bank that provides financial services to middle market firms and international businesses in the United States. The company offers commercial banking services, including middle market lending, syndicated loans, equipment lease financing, cash management, trade finance, and wealth management; individual and corporate private banking services; and advisory services, brokerage services, cash management, corporate services, deposit products, and a range of securities and insurance products. It serves importers and exporters, manufacturers, distributors, and retailers in various industries, such as textiles and apparel, food and wine, entertainment, real es...

579 Fifth Avenue

New York, NY 10017-1917

United States

Founded in 1954





Key Executives for Bank Leumi USA

Chief Executive Officer and President
Chief Operating Officer and Executive Vice President
Senior Vice President of Private Banking & International Services
First Vice President and Head of Trade Finance Group
Head of Diamond & Jewelry Leading Team
Compensation as of Fiscal Year 2015.

Bank Leumi USA Key Developments

Leumi Announces Promotion of Eric A. Halpern to National Head of Healthcare Lending

Leumi announced that it has promoted Eric A. Halpern to National Head of Healthcare Lending. In this role, Halpern is responsible for overseeing and growing the bank’s healthcare commercial banking business throughout the U.S.

Bank Leumi USA Creates Chicago Advisory Council

Bank Leumi USA announced that it has formed its first-ever advisory council to help shape and drive Leumi's go-to-market strategy in the Chicago area. The advisory council will be comprised of internal and external stakeholders and includes community leaders and industry experts in the Chicago area. Steven H. Lavin, President and Co-founder of Lavin & Waldon, P.C., will serve as Chairman of the council. Lavin, who was the former Chairman of Leumi, is also the current Chairman of the Leumi Executive Committee and Leumi Audit Committee of the Board of Directors. Members of the Chicago Advisory Council include: Joseph D. Ament, Principal at Much Shelist, PC, is an accomplished tax and business lawyer, as well as a certified public accountant. Ament has extensive experience in financial, estate and income tax planning, as well as business mergers and acquisitions and entity structures including corporations, partnerships and limited liability companies. David Brittsan, Founder of DB C-Suite Group, is a Chicago entrepreneur who specializes in providing CEO and CFO services to entrepreneurs and business owners who are committed to building their businesses for the long term. Previously, he served as President and CEO of DB Aviation Inc. Albert R. Grace Jr. is Co-founder and President of Loop Capital. He has over 36 years of experience in capital markets, money management and law. Al previously held positions at Kemper Financial Services Inc., CIGNA Corporation and American Express Financial Services Inc. Steven H. Lavin: In addition to his affiliation with Leumi, is president of Lavin & Waldon, P.C. and director and vice-chairman of OSI Group LLC. In addition, he is a member of the Board of Directors for an offshore captive insurance company and the Jewish Federation of Metropolitan Chicago. He is also a member of the American Israel Public Affairs Committee (AIPAC) and its Illinois Executive Council and National Council. George W. Mamo, Executive Vice President at International Fellowship of Christians and Jews, has more than 30 years of experience in the non-profit field. Prior to joining the Fellowship, Mamo was Senior Assistant to the President of Winrock International, where he was responsible for the human resources function in 40 countries. Shalom Menora is President of Menora Financial Corp. Alison Pure-Slovin is Midwest Regional Director of the Simon Wiesenthal Center, and first woman President of The Standard Club. William G. Schur, Owner of The Law Firm of William G. Schur, established his law firm in 1981.

Bank Leumi USA Announces Management Changes

Bank Leumi USA (Leumi) announced that Shawn McGowen has been appointed as executive vice president and head of commercial banking, replacing Hilla Eran-Zick, who is returning to the company in Israel as the newly appointed chief risk officer. McGowen, tasked with expanding and leading Leumi's growing commercial banking business, will report directly to Leumi president and CEO, Avner Mendelson. Most recently, he served as Citi Commercial Bank's managing director of the Upper Middle Market segment, nationally.

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