The Mechanics Bank
Mechanics Bank is a community banking financial institution headquartered in Walnut Creek, California. It was founded in 1905 and serves markets in Northern California. It operates in the San Francisco Bay and Sacramento areas. The bank has over $3.5 billion in assets and over 500 associates at 30 retail branches. Headquarters: Richmond, CA Number of locations: 30 Founded: 1905, Richmond, CA Subsidiaries: CRB Auto, Inc, Mechanics Bank, Asset Management Arm
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The Mechanics Bank Employees
GP Strategies July 2012 - Present
FranklinCovey January 2007 - July 2012
Learning Architects January 2006 - 2012
ASTD Cascadia 2005 - 2010
The Mechanics Bank September 2000 - December 2005
California Federal Bank September 1992 - September 2000
First Nationwide Bank 1992 - 1996
Provident Central Credit Union 1990 - 1991
Emporium 1988 - 1990
Skills
Program Facilitation, Strategic Planning, Management Development, Leadership Development, Executive Coaching, Coaching, Instructional Design, Organizational..., Change Management, Team Building, Employee Engagement, Performance Management, Talent Management, Training Delivery, Organizational..., E-Learning, Conflict Resolution, Employee Relations, Management, Leadership, Training, Workshop Facilitation, Employee Training, Performance Improvement
Education
Marylhurst University 2007 — 2009
MBA, General Management
University of the Pacific 1984 — 1988
BA, Theatre Arts
The Mechanics Bank September 2007 - Present
TEKsystems September 2007 - March 2008
Microsoft (Compucom) 2006 - 2007
Washington Mutual April 2002 - July 2006
Skills
Databases, SQL, Windows, JavaScript, HTML, Web Applications, Access, Lotus Notes, ASP, Microsoft SQL Server, ASP.NET, MySQL, Data Warehousing, Project Management, Visio, .NET, Software Development, Operating Systems
Education
Brigham Young University - Idaho 2013 — 2017
Business Administration and Management, General
Bellevue Massage School 2005 — 2005
Certification, Massage Therapy
Spokane Community College 1991 — 1993
Associates, Surgical Technology
Spokane Community College 1991 — 1993
AA, Surgical Technology
Yellow Brick Road Financial Services 2015 - Present
Deanna Haffey Berzins, CFP June 2014 - February 2015
Bank of the West September 2007 - 2014
The Mechanics Bank 1997 - 2007
Merrill Lynch September 1995 - 1997
Citibank 1993 - 1995
Skills
Trust Services, Banking, Wealth Management, Investments, Portfolio Management, Investment Management, Alternative Investments, Private Banking, Series 7, Asset Managment, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management..., Strategic Financial..., Retirement Planning, Cash Management, Investment Advisory, Securities, Relationship Management, Fixed Income, High Net Worth..., Estate Planning, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Equities, Financial Advisory, Series 63, Capital Markets, Risk Management, Asset Management, Bonds, Finance, Credit, Lines Of Credit, Uniform Combined State..., Financial Risk, ETFs, Financial Markets, Bloomberg, Financial Services, Mortgage Lending, FINRA, Hedge Funds, Small Business Lending, Wealth, Investment Banking, Private Equity
Education
UC Berkeley
Certification, Personal Financial Planning
University of California, Los Angeles
B.S., Mathematics/Applied Economics
Wells Fargo Bank October 2013 - Present
Wells Fargo Bank June 2011 - August 2013
Wells Fargo Bank April 2010 - June 2011
Community Action of Napa Valley, Inc. September 2008 - April 2010
Wells Fargo Bank 2004 - 2008
Petco 2002 - 2004
The Mechanics Bank 2001 - 2001
Bank of Walnut Creek 1991 - 2000
Skills
Databases, Oracle, Analytical Skills, Data Analysis, Business Analysis, Analysis, Data Modeling, Database Design, SQL, Data Mining, MySQL, SAS, ASP.NET, Management, Java, XML, XML Schema, Unified Modeling..., JSON, XPath, XQuery, XLST, Oracle OLAP, Data Warehousing, Strategic Planning, Leadership, Banking, SaaS, ETL, UML, Software Project..., Risk Management, Analytics, XSLT
Education
University of California, San Diego 2014 — 2015
Certification (in progress), Data Mining
Stanford University 2013 — 2013
Statement of Accomplishment, Intr. Databases, Department of Computer Science
University of California, Berkeley 2008 — 2009
Certificate of Completion, Professional Sequence in Database Management Systems
Santa Clara University
BSC, Economics
Santa Clara University - Leavey School of Business
MBA, Business Administration
St. Mary's College High School
Citizens Business Bank August 2013 - Present
Community Bank July 2006 - August 2013
The Mechanics Bank August 1998 - 2006
Skills
Small Business Lending, Loans, Commercial Lending, Commercial Banking, Credit, Real Estate, Banking, Finance, Financial Analysis, Cash Management, CRM, Credit Analysis, Commercial Mortgages, Portfolio Management, Mortgage Lending
Education
University of California, Berkeley 1992 — 1997
DocuSign March 2015 - Present
Informatica April 2009 - September 2014
Rex & Co February 2007 - October 2008
Fremont Bank July 2005 - February 2007
The Mechanics Bank March 2003 - July 2005
First Republic Bank February 2002 - March 2003
Skills
Salesforce.com, Business Analysis, Data Warehousing, Demand Generation, User Stories, Test Planning, Training Manuals, Project Management, Sales Operations, Eloqua, Agile Methodologies, Sales Process, Problem Solving, PMP, Agile Project Management, Marketing Automation, ETL Tools, Requirements Management, SaaS, IT Management, Customer Service, Business Process..., Project Delivery, IT Solutions, Team Management, Budget Process, Program Management, Leadership, Analysis, Force.com, Vendor Management, Enterprise Software, SharePoint, Integration, CRM, Business Intelligence, Testing, Requirements Gathering, Start-ups, Strategy, Business Process, Business Requirements, Cloud Computing, SDLC, Master Data Management, Solution Architecture, Software Project..., Data Integration, Enterprise Architecture, Professional Services
Education
University of California, Berkeley 1999 — 2001
BA, Legal Studies, Business Administration
The Mechanics Bank 1992 - 2010
Mechanics Bank 1982 - 1992
Skills
Employee Engagement, Organizational..., Onboarding, Performance Management, HR Policies, Employee Relations, Talent Management
Education
San Francisco State University
BA, Marketing
KRS Finance & Consulting 2010 - Present
The Mechanics Bank 2007 - 2010
The Mechanics Bank 2002 - 2007
The Mechanics Bank 1997 - 2002
Skills
Commercial Banking, Small Business Lending, Financial Analysis, Underwriting, Credit Analysis, Portfolio Management, Compliance, Sales Management, Business Planning, Loan Structuring, Commercial Real Estate..., Debt Restructuring, Risk Mitigation, Bank Relationship..., Cash Flow, Lender Negotiations, Business Management, Non-profit Leadership, Community Development, Investment Properties, Commercial Mortgages, Risk Management, Banking, Negotiation, Finance, Management, Real Estate, Mergers & Acquisitions, Financial Structuring, Leadership, Marketing
Education
San Jose State University
B.S., Business Administration - Marketing
College of San Mateo
G.S.A.Warehouse Corp January 2011 - February 2011
The Mechanics Bank October 2003 - September 2008
2 ARMORED TRUCK CORP'S IN OAKLAND,CALIF. June 2000 - July 2003
OAKLAND HOUSEING ACORN COMPLEX. January 1997 - October 1999
2 CIVILIAN-MILITARY BASES IN S.F.,OAKLAND. July 1986 - December 1997
U.S.MILITARY,ACTIVE AND RESERVES. June 1980 - June 1986
Education
Leny College 1973 — 1974
none, Crimal Justice
City College of San Francisco 1972 — 1974
NO, LAW CLASSES
Aite Group April 2011 - Present
Online Resources, Inc. June 2005 - April 2011
The Mechanics Bank June 1995 - June 2005
Skills
Product Management, Retail Banking, Online Banking, Mobile Banking, Digital Banking, Market Research, Qualitative Research, Internet Strategy, Business Strategy, ATMs, Internet Banking, Banking, Financial Services, Electronic Payments, Program Management, Business Analysis, Payments, Finance, Mobile Payments, Management, Analytics, Leadership, Product Development, Strategy, Credit Cards
Education
IFG
Graduate Business Degree
St Jorioz
Université Jean Moulin (Lyon III)
. 2009 - Present
The Mechanics Bank May 1999 - August 2007
Union Bank of California June 1994 - May 1999
Bank One, Texas, N.A. (now Chase Bank) January 1990 - June 1994
Mtrust (now Texas Commerce Bank) 1987 - 1990
Skills
Trust Services, Budgets, Trust Management, Financial Advisory, Wealth Management, Investments, Loans, Financial Services, Employee Training, Finance, Business Development, Banking, Management, Portfolio Management, Public Speaking, Marketing, Financial Planning, Asset Management, Microsoft Office, Team Building, Estate Planning
Education
The University of Texas at Austin 1982 — 1986
B.S., Business administration and organizational behavior
Sierra Pacific Mortgage Company, Inc. May 2014 - Present
Stearns Lending, Inc. June 2012 - May 2014
Diablo Funding Group/RPM Mortgage/Landmark Mortgage September 2003 - May 2011
The Mechanics Bank September 1998 - September 2003
Sanwa Bank January 1988 - August 1998
Sumitomo Bank of California February 1982 - January 1988
Skills
Residential Mortgages, Business Lending, New Business Development, Commercial Lending, Loans, Commercial Banking, Commercial Real Estate, Refinance, Mortgage Lending
Education
University of California, Berkeley 1976 — 1981
Bachelor of Arts (B.A.), Economics
First Republic Private Wealth Management November 2014 - Present
First Republic Trust Company December 2013 - November 2014
Mechanics Bank Wealth Management February 2010 - December 2013
The Mechanics Bank August 2007 - January 2010
The Mechanics Bank January 1999 - August 2007
The Mechanics Bank August 1995 - December 1998
Skills
Estate Planning, Commercial Lending, Wealth Management, Investment Management, Trust Services, Banking, Estate Administration, Finance, Estate Law, Investments, Private Banking, Business Development, Financial Advisory, Wealth, Risk Management, Commercial Banking, Relationship Management, Nonprofits, Asset Management, Series 7, Loans, Financial Services, Portfolio Management, Management, Wealth Management..., Strategic Financial..., Public Speaking, Mortgage Lending, Due Diligence, Small Business Lending
Education
St. Mary's College of California
Bachelor of Arts (B.A.), Business Administration and Management
Simple Wave, LLC January 2010 - Present
The Mechanics Bank 2005 - 2006
Education
Cuesta College 2006 — 2009
Business
Davis & Amaral Mortgage Consultants, Inc. December 1995 - Present
EDCAR's Honor Our Troops December 2009 - Present
WCR March 2009 - December 2011
Notary Public June 1982 - November 2009
The Mechanics Bank March 1991 - May 1995
Skills
Home, Short Sales, Mortgage, Loans, Credit, Mortgage Loans for all..., Real Estate, Mortgage Lending, Mortgage Banking, Small Business, Investment Properties, Sellers, First Time Home Buyers, Refinance, Marketing, Loan Origination, Investors, FHA, Reverse Mortgages, USDA, Underwriting, Funding, Investments, Referrals, Real Estate Financing, REO, Real Estate Economics, HUD, Foreclosures, VA loans, Loss Mitigation, FHA financing, Buyers, Commercial Mortgages, Loan Servicing, Real Estate Transactions, Construction Loans, Residential Homes, Real Property, Commercial Lending, Commercial Real Estate, Property, Condos, Single Family Homes, Relocation, Government Loans, New Home Sales, Certified Mortgage..., Mortgage Marketing, Brokerage
Education
Diablo Valley College 1988 — 1992
Real Estate Sales & Finance
Fathom Realty June 2012 - Present
Capital One February 2010 - January 2013
William Davis Realty January 2011 - December 2011
Ebby Halliday Realtors February 2009 - December 2010
Vendor Resource Management February 2008 - December 2008
BBVA Compass Bank October 2005 - February 2008
Weekenders USA 2004 - 2007
Provident Credit Union March 2003 - January 2005
The Mechanics Bank December 1996 - July 2000
Mary Kay, Inc. 1995 - 2000
Skills
ABR, SFR, GRI, Foreclosures, Affordable Housing, Senior Real Estate, Graduate Level, RFC, Short Sales, Sellers, Selling, Real Estate Transactions, Finance, First Time Home Buyers, Real Estate, Relocation, Investment Properties, REO, Single Family Homes, Residential Homes, New Home Sales, Buyer Representation, Listings
Education
California State University-East Bay 1989 — 1994
Bachelor of Science, Business Administration
MUFG Americas November 2008 - Present
Mechanics Bank May 2007 - November 2008
The Mechanics Bank July 2006 - May 2007
Keefe, Bruyette & Woods June 2006 - August 2006
Hutchison 3G January 2004 - June 2004
Hutchison 3G July 2002 - January 2004
Whittard of Chelsea June 2001 - May 2002
Emap August 2000 - June 2001
British Institutes December 1998 - May 2000
Skills
Business Intelligence, Financial Modeling, Financial Reporting, Banking, Business Analysis, Finance, Investment Banking, Portfolio Management, Risk Management, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
MBA, Concentration in Finance
HEC Paris 2005 — 2005
MBA, Business
UCLA 1994 — 1998
BA, English
Chapman Family Center
Mechanics Bank October 2014 - Present
Mechanics Bank December 2011 - September 2014
Mechanics Bank August 2009 - November 2011
The Mechanics Bank September 2008 - July 2009
Wachovia February 2001 - September 2008
IMX February 2000 - February 2001
Redwood Residential Funding May 1999 - January 2000
GMAC RFC January 1997 - April 1999
First Nationwide Mortgage Corporation October 1993 - December 1996
Citibank December 1986 - September 1993
Skills
Loans, Mortgage Lending, Credit Analysis, Management
Education
California State University-East Bay
BA, Human Development
Global Wine Partners April 2008 - Present
Bank of the West February 2005 - April 2008
The Mechanics Bank February 2000 - February 2005
United States Peace Corps 1985 - 1987
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA
University of California, Los Angeles 1980 — 1984
SHS
SHS
ParkSquare May 2005 - Present
Longs Drugs 2001 - 2006
The Mechanics Bank September 1997 - June 2000
Speedway Printing January 1996 - December 1996
Wells Fargo September 1989 - January 1996
American Red Cross September 1978 - August 1983
Education
The University of Chicago 1975 — 1976
Assumption College 1971 — 1975
BA, English and French
Robert Half May 2012 - Present
(freelance opportunities) 2010 - Present
EnerNOC, Inc. (contracted through R&D Technical Services) 2011 - 2012
BBAM LLC 2010 - 2011
First Collateral Services 2004 - 2009
The Mechanics Bank 2003 - 2004
GATX Ventures, Inc. 2000 - 2003
Comdisco, Inc. 1990 - 2000
Skills
Access, PowerPoint, Outlook, Microsoft Office, Salesforce.com, Microsoft Word, Credit, Risk Management, Team Building, Financial Analysis, Business Development, Banking, Training, Management, Software Documentation, Loans, Project Management, Budgets
Education
University of Phoenix 2010 — 2012
B.S. Business, Business Administration
ClearPoint Funding, Inc 2008 - Present
Virgin Money 2008 - 2009
Lendia LLC 2001 - 2008
Sovereign Bank 2000 - 2001
BankBoston 1994 - 2000
The Mechanics Bank 1985 - 1994
Education
Nichols College
Associates, Business Administration
Hallmark Institue of Photography 1987 — 1988
Photography
Abbot Downing June 2013 - Present
Ameriprise Financial Services, Inc. March 2011 - June 2013
Willis May 2010 - March 2011
Bank of America September 2009 - April 2010
Merrill Lynch February 2008 - September 2009
LEI Financial March 2008 - June 2008
THE MECHANICS BANK June 2005 - August 2005
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Cold Calling, Sales, Mortgage Lending, Investments, Financial Analysis, Strategic Financial..., Budgets, Account Management, Management, Marketing, Insurance, Risk Management
Education
Arizona State University 2004 — 2008
BA, Psychology
Visa January 2015 - Present
Franklin Templeton Investments April 2013 - January 2015
Franklin Templeton Investments November 2007 - September 2013
Equilar, Inc November 2004 - November 2007
The Mechanics Bank February 2002 - October 2004
The Mechanics Bank June 2001 - February 2002
Morgan Stanley Dean Witter 2000 - 2001
Skills
Talent Management, Performance Management, Employee Benefits, Employee Relations, Employee Engagement, HRIS, Onboarding, Human Resources, Organizational..., Talent Acquisition, Recruiting, Workforce Planning, College Recruiting, Executive Pay, Applicant Tracking..., Project Management, Management, Policy, Leadership, HR Policies, Finance, Strategic Planning, Financial Services, Consulting, Team Management, Program Management, PeopleSoft, Change Management, Strategy, Vendor Management, Personnel Management, Leadership Development, Banking
Education
Project Management Institute 2013 — 2013
University of California, Berkeley 1998 — 2001
Bachelor of Science (B.S.), Political Science
California Deparment of Business Oversight, Division of Financial Institutions September 2010 - Present
The Mechanics Bank May 2007 - October 2010
Mechanics Bank November 2006 - May 2007
Mechanics Bank July 2005 - October 2006
Conferences and Event Services, Loyola Marymount University September 2001 - May 2005
Skills
Banking, Customer Service, Financial Analysis, Loans, Credit, Risk Management, Microsoft Excel, Credit Analysis, Commercial Banking, Policy, Financial Risk, Coaching, Analysis, Microsoft Office, PowerPoint, Outlook, Auditing, Bank Secrecy Act, Management
Education
Loyola Marymount University, College of Business Administration 2001 — 2005
BS, Accounting
California Bank of Commerce September 2006 - Present
The Mechanics Bank January 1977 - August 2006
Skills
Building and Managing..., Credit Analysis, Realtionship Based...
Education
University of California, Davis 1971 — 1975
Bachelor of Arts, Economics
San Rafael High School 1967 — 1971
Mechanics Bank July 2010 - Present
The Mechanics Bank October 1992 - Present
Skills
Banking, Credit, Financial Analysis, Risk Management, Commercial Banking, Financial Risk, Retail Banking, Cash Management, Loans, Commercial Lending, Credit Risk, Management, Credit Analysis
Education
University of San Francisco
B.S, Organizational Behavior
The Mechanics Bank CSMMechanics Bank2000 - 2011
Skills
Customer Service, Banking, Management, Credit, Commercial Banking, Retail Banking, Commercial Lending
Education
Chaminade University of Honolulu
The Mechanics Bank March 2006 - Present
Bank of America March 2001 - November 2004
Bank of America 2000 - 2002
Bank of America 1995 - 2000
Skills
Commercial Lending, Risk Management, Credit, Commercial Banking, Process Improvement, Strategic Planning, Product Development, Banking, Product Management, Portfolio Management, Risk, Coaching, Microsoft Office, Excel, Change Management, Word, Loans, Six Sigma, Team Building, Compliance, Credit Analysis, Process Engineering
Education
St. Mary's College of California 1980 — 1982
MBA, Executive Management
University of California, Berkeley 1968 — 1971
Bachelor of Arts (B.A.), Interdisciplinary studies
Mechanics Bank June 2009 - Present
The Mechanics Bank June 2006 - April 2009
Education
Berkeley College
California Bank & Trust August 2015 - Present
Bank of the West October 2014 - July 2015
Mechanics Bank September 2010 - October 2014
Mechanics Bank September 2010 - December 2012
The Mechanics Bank July 2008 - October 2010
City National Bank December 2007 - July 2008
Skills
Cash Management, Commercial Banking, Loans, Credit, Banking, Finance, Mergers, Working Capital..., Asset Based Lending, Mergers & Acquisitions, Credit Analysis, Small Business Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Commercial Lending, Financial Analysis, Credit Risk
Education
The University of Connecticut 1985 — 1989
BS, Finance
City National Bank January 2015 - Present
Mechanics Bank December 2013 - Present
Mechanics Bank January 2010 - December 2013
Mechanics Bank February 2008 - March 2010
The Mechanics Bank January 2007 - December 2008
The Mechanics Bank January 2001 - December 2006
Skills
Commercial Lending, Banking, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Credit, Risk Management, Sales Management, Retail Banking, Portfolio Management, Mortgage Lending, Business Development, Team Building, Consumer Lending, Lines Of Credit, Credit Risk, Loan Origination, Management, Relationship Management, Sales, Asset Based Lending, CRM, Commercial Mortgages, Treasury Management, Underwriting, Cash Management, Investments, Private Banking, SBA, Financial Services, Financial Analysis, Mortgage Banking, Finance
Education
University of Washington 2012 — 2014
Graduate School of Banking, Banking and Financial Support Services
St. Mary's College of California 1998 — 2001
BS, International Business
The Mechanics Bank April 2007 - Present
The Vintage Bank August 2006 - March 2007
Washington Mutual November 2005 - August 2006
The Mechanics Bank December 1999 - November 2005
California Bank & Trust February 1979 - December 1999
Sumitomo Bank 1979 - 1999
Education
Golden Gate University 2003 — 2007
San Francisco Maritime National Park Association July 2012 - Present
Bell Investment Advisors, Inc. January 2010 - Present
Whittier Trust Co. June 2006 - January 2009
The Mechanics Bank October 2001 - June 2006
First Republic Bank May 1998 - October 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Management, Private Banking, Banking, Relationship Management, Financial Services, Financial Advisory, Investment Banking, Marketing, Finance, Management, Investment Strategies, Wealth, Start-ups, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Planners, Credit, Mutual Funds
Education
Babson College 1966 — 1969
BSBA, Economics
Hamilton College
Pacific Coast Banking School
Beazley Group April 2014 - Present
Zurich Insurance November 2001 - April 2014
CALWest Managing Underwriters July 1998 - November 2001
The Mechanics Bank January 1983 - July 1998
Skills
Commercial Insurance, Commercial Lines, Property & Casualty..., Legal Liability, Casualty, Captives, General Insurance, Professional Liability, Surety Bonds, Inland Marine, Liability, Underwriting, Brokers, Umbrella Insurance, Surety, Excess, Reinsurance, Claims Management, Insurance, Workers Compensation, Claim, Employment Practices..., Directors & Officers...
Education
University of Phoenix 2014 — 2014
Golden Gate University 2008 — 2008
Indepedent Freelancer 2008 - Present
The Mechanics Bank 1999 - September 2008
Wells Fargo 1995 - 1999
Skills
Sales Management, Management, Account Management, Business Development, Strategic Planning, Negotiation, Team Management, Change Management, Team Leadership
Education
University of San Francisco 1989 — 1991
M.A., Human Resources and Organizational Development
EthosEnergy February 2008 - Present
Universal Plant Services June 2005 - January 2008
Dresser-Rand October 2001 - June 2005
Pizzazz! Event Marketing April 1998 - September 2001
The Mechanics Bank 1996 - 1998
Skills
Marketing, Teamwork, Inventory Management, Process Scheduler, Microsoft Office, Outlook, Microsoft Excel, Forecasting, Purchasing, Microsoft Word, QuickBooks, PowerPoint, Invoicing, Contract Negotiation, Customer Service, Accounts Payable, Accounts Receivable, Time Management, Management, Sales, Software Documentation, Leadership, Event Planning, Negotiation, Recruiting, Refinery, Project Management, Payroll, Operations Management, Strategic Planning, Construction, Financial Analysis, Supervisory Skills, Contract Management, Gas Turbines, Training, Petroleum, Project Planning, Turbines, Inspection, Power Plants
Education
California State University-Sacramento 1991 — 1995
BS, Business Admin - Marketing
Wells Fargo Bank March 2008 - Present
Greater Bay Bank August 2004 - March 2008
The Mechanics Bank 1981 - 2004
Skills
Credit, Commercial Banking, Banking, Loans, Portfolio Management, Underwriting, Risk, Cross Selling, Customer Relations, Treasury Management, Strategic Planning, Compliance, Small Business Lending, Commercial Lending, Referrals, Customer Service, Risk Management, Cash Flow, Credit Risk, Asset Based Lending, Credit Analysis, Financial Analysis, Financial Risk, Lines Of Credit, Retail Banking, Relationship Management, Loan Origination, Mortgage Lending, Financial Services, Cash Management, Construction Loans, Commercial Mortgages, SBA, Wealth Management, Private Banking, Refinance, Branch Management, Mortgage Banking, Credit Cards, Deposits, Cash Flow Lending, Finance
Education
Saint Mary's College of California 2001 — 2002
MBA, Business
Pacific Coast Banking School 1997 — 1999
Banking
University of California, Berkeley 1978 — 1979
Bachelor's degree, Zoology
The Mechanics Bank March 2006 - Present
Skills
Banking, Loans, Retail Banking, Small Business Lending, Lines Of Credit, Consumer Lending
Education
Berkeley City College
Immix Law Group March 2015 - Present
Law Offices of Geoff Bernhardt December 2012 - March 2015
Williams, Kastner & Gibbs, PLLC July 2011 - November 2012
Bullivant Houser Bailey, PC September 2008 - June 2011
The Mechanics Bank November 2005 - May 2008
Morrison & Foerster, LLP September 2005 - November 2005
Law Offices of Helene V. Wenzel August 2005 - November 2005
Other Avenues July 1998 - May 2005
Skills
Estate Planning, Conservatorships, Guardianship, Estate Law, Elder Law, Trusts, Estate Administration, Wills
Education
Lewis & Clark Law School
JD
San Francisco State University
Certificate, Paralegal Studies
University of Virginia
BA, Anthropology
Tidewater Finance Company January 2015 - Present
Cashcall/LoanMe Auto December 2013 - September 2014
CarFinance Capital April 2013 - November 2013
CIG Financial July 2011 - April 2013
JPMorgan Chase July 2008 - July 2011
AmeriCredit April 2006 - July 2008
Long Beach Acceptance Corp 2006 - 2008
The Mechanics Bank October 2003 - March 2006
Franklin Capital Corporation May 2001 - September 2003
Wells Fargo Financial Acceptance Corp April 1999 - May 2001
Skills
Consumer Lending, Time Management, Customer Satisfaction, New Business Development, Business Development, Marketing, Loans, Credit Analysis, Profit, Sales Management, Negotiation, Sales Operations, Customer Retention, Sales, Management, Underwriting, Loss Mitigation, Team Building, Customer Service, Credit, Finance, Automotive, Loan Origination, Relationship Management, Budgets, Sales Process, Account Management, Mortgage Lending, Leadership
Education
California State University-Chico 1977 — 1981
BA, Communications
CARLETON PRINCE January 2009 - Present
EMC Creative 2008 - 2009
The Mechanics Bank 2007 - 2008
Circle Bank 2006 - 2007
World Savings 2005 - 2006
The Prieston Group 2004 - 2005
Aspen Marketing Services 2004 - 2004
Frankel & Company 1999 - 2001
Young & Rubicam 1997 - 1999
Carleton Prince, Inc. 1991 - 1997
Skills
Writing, Marketing Strategy, Marketing Communications, Copywriting, Marketing, Advertising, Integrated Marketing, Collateral, Annual Reports, Film, Speeches, White Papers, Web Content, Sales Materials, Events, Trade Shows
Education
San Francisco State University
Graduate work, Film
University of California, Berkeley
BA, Philosophy
Montrose Environmental Group, Inc. January 2014 - Present
The Avogadro Group, LLC January 2012 - December 2013
The Avogadro Group LLC November 2006 - January 2012
The Mechanics Bank 2000 - 2006
Skills
Data Analysis, Air Quality, Environmental Compliance, EPA, Hazardous Waste..., Environmental Consulting, Environmental..., Environmental Science, Sustainability, Environmental Awareness, Environmental..., Environmental Permitting, Environmental Auditing, Environmental Impact..., Sampling
Education
San Francisco State University 2003 — 2006
BS, ECOLOGY
Christison Company July 2012 - October 2013
Christison Company June 2011 - June 2012
Christison Company June 2009 - May 2011
The Mechanics Bank March 2007 - June 2009
Skills
Accounting, Excel, Microsoft Office, Banking, Research, Accounts Receivable, Strategic Planning, Analysis, Budgets
Education
St. Mary's College of California 2010 — 2011
Master of Science, Financial Analysis and Investment Management
California State University-East Bay 2007 — 2009
BS, Accounting
Bank of the West July 2014 - Present
West Coast AML Forum September 2015 - Present
West Coast AML Forum August 2012 - August 2015
Bank of the West October 2013 - July 2014
Bank of the West May 2011 - August 2012
Oceanic Bank July 2010 - February 2011
East West Bank July 2008 - December 2009
F&M Bank August 2007 - January 2008
Wells Fargo Bank December 2005 - July 2007
The Mechanics Bank March 2004 - December 2005
Skills
AML, Bank Secrecy Act, KYC, USA PATRIOT Act, Banking, Risk Management, Retail Banking, CAMS, OFAC, Consumer Lending, Finance, Anti Money Laundering, Loans, Credit Analysis, Due Diligence, Financial Regulation, Risk Assessment, Commercial Banking, Private Banking, Credit, Privacy Law, Internal Audit, Treasury Management, Management, Accounting, Commercial Lending, Regulatory Requirements, Financial Institutions, Payments, Policy, Financial Services, Mortgage Lending, Operational Risk, Credit Risk, Deposits, Portfolio Management, Core Banking, Training, Enterprise Risk..., Series 7, Private Investigations, FINRA, Fraud Detection, Regulations, Securities, Credit Cards, Corporate Governance, Relationship Management, Investigation, Cash Management
Education
Diablo Valley College 1977 — 1980
AA
Wilton High School 1972 — 1976
Manalapan High School
Manalapan High School
Manalapan High School
WCC School District November 2011 - Present
The Mechanics Bank September 2001 - March 2008
Mechanic Bank c 2001 - 2007
Mechanic Bank c 2001 - 2007
Mechanic Bank c 2001 - 2007
Skills
Banking, Financial Analysis, Microsoft Office, Real Estate, Customer Service, Investments, Portfolio Management, Microsoft Word, Strategic Planning, Risk Management, Leadership Development, Microsoft Excel, Sales Management, Change Management, Outlook, Public Speaking, PowerPoint, Research, Management, Project Management, Budgets, Program Management, Negotiation, Nonprofits, Marketing, Strategic Financial..., Team Building, Leadership, Business Development, Public Relations, Operations Management
Education
Diablo Valley College 1980 — 1983
Management
Sam Houston State University 1963 — 1965
The Mechanics Bank September 1997 - May 2005
Napa Valley Bank (now Westamerica) 1989 - 1996
Education
University of Michigan 1964 — 1968
BA, Economics
U.S. Small Business Administration June 2009 - Present
United Central Bank February 2006 - December 2008
The Mechanics Bank August 1999 - October 2003
Citibank, NA April 1986 - October 1995
Skills
Credit Analysis, Financial Analysis, Small Business Lending, Branch Banking, Banking, Loans, Business Development, Analysis, Insurance, Customer Service, Negotiation, Commercial Lending, Commercial Banking, Portfolio Management, Credit, Commercial Mortgages, Mortgage Lending, Credit Risk, Underwriting, Loan Origination, Finance, Retail Banking, Loan Servicing, Risk Management
Education
Karachi University 1975 — 1977
Mathematics
24 Hour Fitness August 2014 - Present
New Resource Bank January 2009 - Present
The Mechanics Bank November 2007 - November 2008
Skills
Credit, Banking, Financial Analysis, Project Management, Credit Analysis, Commercial Lending, Management, Customer Service, Risk Management
Education
Diablo Valley College
In Progress, Business Management & Finance
Bank of Marin May 2008 - Present
Bank of Marin August 2005 - May 2008
Exchange Bank January 2001 - August 2005
The Mechanics Bank July 1997 - January 2001
Great Western Bank March 1992 - July 1997
Bank of Marin/Westamerica Bank July 1970 - December 1991
Skills
Commercial Lending, Branch Management, People Skills
Education
University of Washington 1986 — 1988
PCBS, Banking
California State University-Chico 1967 — 1970
B S, Business Administration
California State University-Chico 1967 — 1970
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
College of Marin 1965 — 1967
A A, Undergraduate
San Rafael High School 1961 — 1965
High School