Umpqua Bank Expands Wine Banking Team with Seasoned Experts
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Umpqua Bank Strengthens Commitment to Wine Industry
Umpqua Bank is taking a significant step forward in its dedication to the small and midsize family-owned wineries by enhancing its North Coast Wine Specialty Group. Under the expert guidance of seasoned professionals, the bank is set to deepen its services for this pivotal segment of the agricultural sector.
New Additions to the Banking Team
The bank has recently brought on board six talented bankers, all with substantial experience in serving the winery industry. This strategic move comes as Umpqua seeks to expand its reach and support for wineries located in Northern California. The new team members previously worked at First Republic Bank and are well-versed in the unique needs of the wine business.
Leadership Team
At the helm of this new initiative is Corey Dahline, who serves as the senior vice president and commercial relationship manager. Dahline expressed excitement about the bank's initiatives stating that this expansion reaffirms Umpqua Bank's ambition to be the preferred banking partner within the wine sector. Alongside him is Greg Newhall, the senior vice president and private bank market leader. Newhall has been instrumental in aligning the bank's offerings with the banking requirements of individuals and families in the North Bay region.
Meet the Banking Professionals
The newly established team, composed of six experienced bankers, brings a wealth of knowledge and expertise to the wine industry:
- Christian Willard serves as a client solutions manager and vice president. He holds a bachelor's degree from the University of Denver and a master’s in economics from Vanderbilt University, managing loans and client relations within the winery sector.
- Erica Carrillo-Ramirez is a private bank relationship manager with over 20 years of experience working with families and businesses, ensuring their banking needs are met.
- Jon O'Halloran brings two decades of community banking experience in the North Bay region, adept in both private banking and branch management.
- Krista Carrillo specializes in private banking, serving clients across Napa Valley and Sonoma County with strong expertise in relationship management.
- Nick Fadelli is the branch manager for the Umpqua Bank's Sebastopol location, supporting clients in the heart of Northern California's wine country.
- Erica Eichhorn oversees the Napa-Soscol branch, leading a team to provide tailored banking solutions for affluent and private clients alike.
Commitment to Client Relationships
Dahline noted that the bank's hiring strategy reflects its commitment to supporting the wine industry's growth, which in turn benefits the broader regional economy. Newhall echoed this sentiment, emphasizing the unique expertise that this team possesses in both commercial and private banking.
About Umpqua Bank
Umpqua Bank, a subsidiary of Columbia Banking System, Inc. (Nasdaq: COLB), ranks as a premier regional bank across the western United States. It boasts a substantial asset base exceeding $50 billion and provides a wide range of financial services, including retail and commercial banking, SBA lending, corporate banking, equipment leasing, and wealth management. Umpqua Bank is committed to a personalized banking experience, catering to the diverse needs of its customers. For more information, visit their website.
Frequently Asked Questions
What is the purpose of Umpqua Bank's North Coast Wine Specialty Group?
The group's purpose is to provide enhanced banking services specifically tailored for small and midsize family-owned wineries.
Who leads Umpqua Bank's North Coast Wine Specialty Group?
The group is led by Corey Dahline and Greg Newhall, both of whom have extensive experience in banking for the wine industry.
How many bankers have been employed in the new expansion?
Umpqua Bank has hired six experienced bankers to strengthen its support for the wine sector.
What services does Umpqua Bank offer to its clients?
The bank offers a comprehensive suite of financial services including loans, wealth management, and personal banking solutions tailored to the unique needs of its clients.
What is the significance of the wine industry for the regional economy?
The wine industry plays a crucial role in the economy of Northern California, providing jobs, supporting local businesses, and contributing to the overall agricultural landscape.
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