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September 01, 2015 6:53 AM ET

Banks

Company Overview of Bank of the West

Company Overview

Bank of the West provides a range of financial services to consumers and businesses in the United States and the Pacific Rim. It accepts checking accounts, savings and money market accounts, certificates of deposits, and individual retirement accounts. The company’s loan products include home equity loans, mortgages, construction and vehicle financing, military loans, lines of credit, business loans, SBA loans, agricultural loans, term loans and working capital financing, equipment financing and leasing, real estate and construction financing, credit cards, and trade finance products. It also provides investment and trading services; wealth management services consisting of investment manage...

180 Montgomery Street

San Francisco, CA 94104

United States

Founded in 1874

Phone:

415-765-4800

Key Executives for Bank of the West

Chairman, Chief Executive Officer, Chairman of BancWest Corporation and Chief Executive Officer of BancWest Corporation
Age: 59
President, Director and Director of BancWest Corporation
Age: 55
Chief Financial Officer
Vice Chairman for Commercial Banking & Consumer Finance Group and Chief Operating Officer
Senior Vice President of Wealth Management, Chief Executive Officer of Bancwest Investment Services and President of Bancwest Investment Services
Compensation as of Fiscal Year 2015.

Bank of the West Key Developments

Bank of the West Announces Executive Appointments

Bank of the West announced the addition of three new Small Business Administration (SBA) Business Development Officers in its Retail Banking Group in California. Eric Li - Vice President, SBA Business Development Officer: Li joined the bank as vice president, SBA business banking officer in Los Angeles. In this role, Li is responsible for providing SBA 504 and 7 (a) loans to small- and medium-sized business clients in the Pac Rim Market of Los Angeles. With more than 10 years in the banking industry, Li has experience in SBA commercial, commercial construction, commercial & industrial and small business lending. Ron Short - Vice President, SBA Business Development Officer: Short joined the bank as vice president, SBA business banking officer in San Jose. In his role, Short is responsible for providing SBA 504 and 7 (a) loans to small-and medium-sized business clients in the San Francisco Bay Area. Short has more than 22 years of commercial real estate industry experience in SBA and conventional lending, including 14 years of direct SBA lending experience. Jeremy Wilson - Vice President, SBA Business Development Officer: Wilson joined the bank as vice president, SBA business development officer in San Jose. In this role, Wilson will provide SBA 504 and 7 (a) loans to small- and medium-sized business clients in San Diego and the surrounding areas. Wilson has more than 16 years of commercial real estate industry experience in SBA and conventional lending. He received his bachelor of science degree in Business Management from California State University, San Marcos and resides in Vista.

Bank of the West Appoints Julie Shafer to Wealth Management Group as Head of the Strategic Philanthropy and Purpose Investing Offering

Bank of the West announced that Julie Shafer has joined its Wealth Management Group as head of the Strategic Philanthropy and Purpose Investing offering. Shafer will report to Steve Prostano, the newly appointed head of Bank of the West's ultra high net worth business, and will focus on helping clients achieve their philanthropic goals. Prior to joining Bank of the West, Shafer led a highly successful strategic philanthropy consulting firm, which specialized in efficient, thoughtful and innovative strategic planning for donors and grantees. Shafer previously served in several senior not-for-profit executive positions including director of development at the Institute for Neurodegenerative Diseases University of California San Francisco (UCSF) and as executive director of the Silver Giving Foundation.

Bank of the West Names Doug Sherry as Chief Fiduciary Officer

Bank of the West has said that personal trust executive, Doug Sherry, has joined its Wealth Management Group as chief fiduciary officer. In this role, Sherry will be responsible for overseeing the bank's fiduciary responsibilities to the affluent, high net worth and ultra-high net worth clients that it serves. Sherry has more than 20 years of experience, with extensive knowledge of fiduciary oversight and administration serving at other major financial institutions.

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