Business Trip Guide
Financial Advice
During the course of business negotiatons, transactions, or planning, you may require the services and expertise of a banker or financier.
Trade Alliance Recommended Financial Institutions
| Avatar Financial Group, LLC | |||
|---|---|---|---|
| Address: | 100 Wall Street Seattle, WA 98121 | Tel: | 206-728-5900 |
| Fax: | 206-728-5993 | ||
| Contact: | Mr. Jerry Zevenbergen | ||
| Title: | CEO | ||
| Direct Email: | jerry@avatarfinancial.com | ||
| Description: | Avatar Financial Group offers bridge loans for non-conforming, commercial real estate projects. We are direct hard money lenders, not brokers, and offer services in all 50 US states. | ||
| Bank of America Merrill Lynch | |||
| Address: | 800 5TH AVE Seattle, WA 98104-3176 | Tel: | 206.358.7800 |
| Contact: | Mr. Bob Peters | Direct Tel: | 206-358-3274 |
| Title: | Commercial Banking Market Executive for Western Washington | Direct Fax: | 206-585-9687 |
| Direct Email: | bob.peters@bankofamerica.com | ||
| Description: | Consumer and commercial banking with international offices in 35 countries supporting clients across 150 countries. | ||
| Cascade Bank | |||
| Address: | 2828 Colby Avenue Everett, WA 98201 | Tel: | 425-252-8184 |
| Email: | scenter@cascadebank.com | ||
| Contact: | Mr. Steve Erickson | ||
| Title: | |||
| Description: | Cascade is a full service community bank offering a wide range of banking solutions to the residents of the Puget Sound region. Cascade Bank's nineteen offices are located in Snohomish and King counties. | ||
| HSBC Bank USA, N.A. | |||
| Address: | 600 University St, Ste 2323 Seattle, WA 98101 | Tel: | 206-233-0888 |
| Contact: | Ms. Mire Levy | Direct Tel: | 206-233-8793 |
| Title: | Vice President | ||
| Direct Email: | mire.k.levy@us.hsbc.com | ||
| Contact: | Lupita Scott | Direct Tel: | 425.202.2342 |
| Title: | Vice President, Business Relationship Manager | ||
| Direct Email: | lupita.d.scott@us.hsbc.com | ||
| Description: | HSBC Bank USA, N.A. offers its 3 million customers access to global markets and services. The Bank provides a full range of commercial banking products and services to individuals, corporations, institutions and governments, through its personal financial | ||
| HomeStreet Bank | |||
| Address: | Two Union Square, 601 Union St. Suite 2000 Seattle, WA 98101-2636 | Tel: | 206-623-3050 |
| Contact: | Ms. Kathryn Williams | Direct Tel: | 389-7705 |
| Title: | Senior Vice President - Community Relations | Direct Fax: | 389-7701 |
| Direct Email: | kathy.williams@homestreetbank.com | ||
| Description: | HomeStreet Bank has branches in the Pacific Northwest and Hawaii. As a full–service community bank, it offers a full range of financial services, including business banking, business lending, consumer banking, mortgage lending, residential construction fi | ||
| International Credit Assistance, Inc. | |||
| Address: | 22027 70th Avenue, S. Kent, WA 98032 | Tel: | (206) 890-3442 |
| Fax: | (253) 437-0845 | ||
| Contact: | Ms. Jennifer Spatz | Direct Tel: | (206) 890-3442 |
| Title: | President | Direct Fax: | (253) 437-0845 |
| Description: | ICA provides consulting services to help minimize your international financial risk and maximize your cash flow. | ||
| Regal Financial Bank | |||
| Address: | 925 4th Ave. Suite 100 Seattle, WA 98104 | Tel: | 206-621-0808 |
| Fax: | 206-621-0888 | ||
| Email: | info@regal-bank.com | ||
| Contact: | Mr. Bill Glassford | Direct Tel: | 206-621-8756 |
| Title: | Office of the Chairman | Direct Fax: | 206-621-0888 |
| Direct Email: | wglassford@regalfinancialbank.com | ||
| Description: | Regal Financial Banks is a downtown independent bank. We are a new kind of financial services company that blends banking, investments and insurance, integrating the power of your money to help you on your path to financial success. | ||
| Robert Callard & Associates, LLC | |||
| Address: | 9616 47th Ave SW #100 Seattle, WA 98136 | Tel: | 206-932-3236 |
| Email: | mailbox@callardintl.com | ||
| Contact: | Mr. Robert Callard | Direct Tel: | 206-932-3236 |
| Title: | Principal | Direct Fax: | 933-7867 |
| Direct Email: | rec@callardinternational.com | ||
| Description: | Robert Callard & Associates LLC is a consulting and training organization specializing in international property & casualty insurance. FAX: 206-932-3236 (please call before sending fax) | ||
| Shoreline Bank | |||
| Address: | 16001 Aurora Ave N PO BOX 33740 Shoreline, WA 98133 | Tel: | 206-546-8400 |
| Contact: | Mr. Jeffrey Lewis | Direct Tel: | 206-219-0234 |
| Title: | President & CEO | Direct Fax: | 206-542-3894 |
| Direct Email: | jplewis@eshorelinebank.com | ||
| Description: | Shoreline Bank is a growing commercial bank located in Shoreline, Washington. Founded in the fall of 1999, the Bank was formed by the leadership and financial support of people in the Shoreline community. Most recently, as part of the effort to grow and s | ||
| TRS - The Revenue Source | |||
| Address: | , | Tel: | 425-949-4088 |
| Fax: | 425-828-7745 | ||
| Email: | Info@therevenuesource.com | ||
| Contact: | Terry Wyman | Direct Tel: | 425-949-1088 |
| Title: | Managing Partner | ||
| Description: | TRS is a management-consulting firm that helps manufacturers, financial services, hi-tech and professional service providers throughout the Pacific Rim accelerate sales revenue. | ||
| The Chubb Corporation | |||
| Address: | 701 Fifth Avenue, Suite 3700 Seattle, WA 98104-7011 | Tel: | 908-572-4811 |
| Fax: | 206-224-4878 | ||
| Email: | http://www.chubb.com | ||
| Contact: | Mr. David Paez | Direct Tel: | 206-224-4793 |
| Title: | Casualty Underwriter | Direct Fax: | 206-224-4878 |
| Direct Email: | dpaez@chubb.com | ||
| Description: | Chubb connects your company with our broad range of multinational insurance capabilities to make it easier to manage complex global business exposures. With Chubb, you have a powerful combination of underwriting experience and local knowledge. | ||
| The Commerce Bank | |||
| Address: | 601 Union St, Ste 3600 Seattle, WA 98101-2327 | Tel: | 206-292-4500 |
| Contact: | Mr. Stanley Savage | Direct Tel: | 292-4530 |
| Title: | Chairman, President, & CEO | Direct Fax: | 625-9457 |
| Direct Email: | stans@tcbwa.com | ||
| Contact: | Mr. Hiep Quach | Direct Tel: | 206-292-4551 |
| Title: | Vice Chair, Board of Governors | Direct Fax: | 625-9457 |
| Description: | The Commerce Bank of Washington is dedicated to enriching local businesses and professional firms by providing them and their principals with highly personalized banking and investment banking services from experienced bankers committed to long-term banki | ||
| Travelex Commercial Foreign Exchange | |||
| Address: | 2253 McDonald Ave. DuPont, WA 98327 | Tel: | (253) 964-8565 |
| Fax: | (253) 964-2281 | ||
| Contact: | Mr. Conner | ||
| Title: | Manager | ||
| Description: | Travelex, the world’s largest non-bank foreign exchange provider, offers a comprehensive range of International Payment services and provides ways to protect your business profits from volatile foreign exchange rates. They have a flexible and dynamic app | ||
| UBS Financial Services | |||
| Address: | 925 4th Ave., Ste. 2000 Seattle, WA 98104 | Tel: | 206-628 8511 |
| Contact: | Mr. Geoffrey Wilwerding | Direct Tel: | 206-628-6546 |
| Title: | Vice President - Investments | Direct Fax: | 206-689-2305 |
| Direct Email: | geoffrey.wilwerding@ubs.com | ||
| Description: | UBS is one of the world's leading financial firms. We are one of the world's leading wealth management businesses, a global investment banking and securities firm, a key asset manager and the market leader in Swiss corporate and individual client banking. | ||
| US Bank | |||
| Address: | 1420 5th Avenue, Suite 2100 Seattle, WA 98101 | ||
| Contact: | Ms. Linda Jensen | Direct Tel: | 206-344-2320 |
| Title: | Executive Administrative Assistant | Direct Fax: | 206-344-2886 |
| Direct Email: | linda.jensen@usbank.com | ||
| Description: | In 2008, U.S. Banker Magazine ranked U.S. Bancorp as the "Top Banking Team." Established in 1853, with assets of $242 billion, U.S. Bancorp is the 6th largest financial services holding company in the US. For over 40 years, U.S. Bank has provided extrao | ||
| Washington First International Bank | |||
| Address: | 9709 3rd Ave NE Seattle, WA 98115-2027 | Tel: | 206-525-8118 |
| Contact: | Ms. Elizabeth Huang | Direct Tel: | 206-528-9310 |
| Title: | President & Co-CEO | Direct Fax: | 528-9300 |
| Description: | Washington First International Bank is a Washington State chartered, FDIC insured, full service commercial bank located in Seattle. Since the Bank was founded in 1990, it has grown to be one of the top five commercial banks headquartered in the Greater S | ||
| Wells Fargo Bank, N.A. | |||
| Address: | 999 3rd Avenue, 12th Floor, MAC-P6540-126 Seattle, WA 98104 | Tel: | 206-292-3725 |
| Fax: | 206-447-9851 | ||
| Contact: | Mr. Gregory Dalzell | Direct Tel: | 800-985-8427 |
| Title: | Senior Vice President, Corporate Foreign Exchange | ||
| Direct Email: | dalzelgh@wellsfargo.com | ||
| Description: | Wells Fargo HSBC Trade Bank ("The Trade Bank") no longer exists as of 6.08.10 | ||
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