Palo Alto
2000 University Place, Suite 605
Palo Alto, CA 94303 Tel: 650.289.2400
Fax: 650.289.2424
Manager:
Shuki Zeitak
650-289-2401
MIDDLE MARKET LENDING
At the core of our lending model is a deep understanding of our target industries. We customize every credit proposal to reflect individual needs and attributes of a company at each stage of its development. We focus on manufacturing, import/export, real estate, the food industry, and technology.
• Asset-based lines of credit
• Commercial lines and loans
• Equipment lease financing
• Acquisition financing
• Loan syndication and participation
• Letters of credit
• Commercial real estate / construction loans
We believe it is important for every customer to always have someone to consult with; a banker to count on.
From start-up to public company, from dual nationality entities through venture capital firms, we offer everything from both worlds with an unparalleled level of service.
• Preferred fee structure
• Cash management and allocation of investment funds
• Competitive rates on money market and short and long term deposits
• Principal-protected innovative deposit products linked to various market indices and currencies
• Bonds, commercial paper, and PARS
• Global currency transactions
• Trade Finance services including letters of credit and collections
• Payroll, checking
• Maintenance of both Inc. and Ltd. accounts
• Online communication and information
PRIVATE BANKING
Bank Leumi USA provides clients seeking to leverage their time and resources to reach personal goals with access to a full range of securities and investment products. We have experienced relationship managers with a wide array of services tailor-made to fit your investment needs.
ADVISORY SERVICES
• Managed Accounts
• Financial and Estate Planning
• Retirement Services
• Brokerage Services
• Corporate Services
• Insurance Products
• Deposit Products
Securities and insurance products offered through Leumi Investment Services Inc. (LISI), a wholly owned subsidiary of Bank Leumi USA and a member of FINRA/SIPC.
PRODUCTS OFFERED THROUGH LISI:
NOT FDIC INSURED / NO BANK GUARANTEES / MAY LOSE VALUE | 
