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Exchange Bank Expands Trust & Investment Management Services into Sacramento, Welcoming Three Professionals from First Northern Bank Asset Management and Trust Services Division Acquisition

December 18, 2018

SANTA ROSA, Calif.--(BUSINESS WIRE)--Dec 17, 2018--Exchange Bank (OTC: EXSR) welcomes three experienced professionals to their Trust and Investment Management department. Vice President and Trust Officers Chris Ann Bachtel and Alysia Corell and Trust Specialist Kelly Lind join Exchange Bank following the recent acquisition of First Northern Bank’s Asset Management & Trust Services Division. The acquisition is part of Exchange Bank’s expansion of trust and investment services into the Sacramento area. All three will be located in Exchange Bank’s Roseville office.

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Chris Ann Bachtel joins Exchange Bank as vice president and trust officer (Photo: Business Wire)

“We are very happy to welcome First Northern Bank’s well-respected officers to our team of experienced professionals. We believe the expansion of our Trust & Investment Management department will provide significant value to our shareholders, clients and employees,” Gary Hartwick, president and CEO of Exchange Bank, said in a statement. “First Northern Bank’s shared values and highly respected team is a natural fit which increases our wealth management capabilities toward serving the families and businesses of the Sacramento area.”

Chris Ann Bachtel previously served as senior vice president and founding member of First Northern Bank’s Asset Management and Trust Department, located in downtown Sacramento. Prior to her position at First Northern Bank, Ms. Bachtel served as trust officer, business development officer and private client manager for Wells Fargo Bank, Bank of the West, and Santa Barbara Bank and Trust. Ms. Bachtel earned her bachelor’s degree from Wake Forest University of Winston-Salem, North Carolina. In addition, she received the professional designation of Certified Financial Planner (CFP) in 1991, and both Certified Trust and Financial Advisor (CTFA) and Accredited Asset Management Specialist (AAMS) in 1997. She received her series 7, 63 and 65 licenses in 1999. Ms. Bachtel is an active member of the Sacramento community, serving on the Board of Trustees of Sutter Medical Center Foundation and the Marguerite Home Foundation Board and Salvation Army Advisory Board. In her new position, Ms. Bachtel will continue to serve in a leadership role for Exchange Bank’s new Trust and Investment Management office within their Roseville location, focusing on business development while also administering a book of trust and investment accounts.

Alysia Corell has over 17 years of trust administration experience and previously served as vice president and senior trust officer for First Northern Bank. Ms. Corell earned her bachelor’s degree in Communications from San Diego State University, and earned her designation as Certified Trust and Financial Advisor (CTFA) in 2008. Alysia is a past president and current member of the Sacramento Estate Planning Council. Ms. Corell will administer complex trust accounts including revocable, irrevocable, charitable and terminating trusts. In addition, Alysia will be an integral part of Exchange Bank’s plan to expand into the Sacramento area.

Kelly Lind most recently served as trust operations administrator for First Northern Bank’s Asset Management & Trust Department where she was responsible for supervising day-to-day transaction processing, trust accounting and securities settlement for the team. Prior to her time at First Northern Bank, Ms. Lind served as senior marketing and development associate for the Sacramento Region Community Foundation, where she worked to raise awareness and increase charitable giving through the Foundation through the use of charitable trusts. In her new position, Ms. Lind will continue to support trust officers Chris Ann Bachtel and Alysia Corell in all areas of trust administration and investment management.

About Exchange Bank

Headquartered in Sonoma County and founded in 1890, Exchange Bank is a premier community bank with assets of $2.6 billion. Exchange Bank provides a wide range of personal, commercial and trust and investment services with 18 branches in Sonoma County and a commercial and SBA lending office in Roseville and Marin, California. The Bank’s legacy of financial leadership and community support is grounded in its core values of Commitment, Respect, Integrity and Teamwork.

Exchange Bank is a 13-time winner of the North Bay Business Journal’s Best Places to Work survey, a recipient of the 2018 North Bay Community Philanthropy Award and the 2018 Healthiest Companies in the North Bay Award. NorthBay biz magazine named Exchange Bank the 2018 Best Consumer Bank and Gold Medal Winner for Best Business Bank. The North Bay Bohemian’s “Best of 2018” Readers Poll named Exchange Bank the Best Business Bank and Best Consumer Bank. Exchange Bank can also be found in the North Bay Business Journal’s listing of leading SBA 7(a) Lenders, Wealth Management Advisors and Wine Industry Lenders. www.exchangebank.com.

Member FDIC — Equal Housing Lender — Equal Opportunity Employer

View source version on businesswire.com:https://www.businesswire.com/news/home/20181217005874/en/

CONTACT: Carolyn Cole-Schweizer

Corporate Communications & Social Media Specialist

Exchange Bank

707.541.1250

Carolyn.ColeSchweizer@exchangebank.com

KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES BANKING CONSULTING FINANCE

SOURCE: Exchange Bank

Copyright Business Wire 2018.

PUB: 12/17/2018 07:10 PM/DISC: 12/17/2018 07:11 PM

http://www.businesswire.com/news/home/20181217005874/en

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