1st Enterprise Bank
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1st Enterprise Bank Employees
Banc of California February 2014 - Present
1st Enterprise Bank November 2012 - February 2014
1st Enterprise Bank March 2010 - November 2012
Bank of America November 2008 - December 2009
Skills
Banking, Business Planning, Loans
Education
CSUN 2006 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Operations
California State University-Northridge 2006 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Operations
California United Bank September 2015 - Present
California United Bank (1st Enterprise Bank) June 2014 - Present
University of Oregon Investment Group October 2013 - March 2014
1st Enterprise Bank June 2012 - September 2013
Skills
Finance, Credit Analysis, Microsoft Excel, Microsoft Office, Comparable Analysis, DCF Valuation, Financial Modeling
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor of Science, Business Administration- Finance Minor: Economics, Graduated
PwC July 2015 - Present
PwC January 2014 - Present
PwC January 2013 - October 2013
1st Enterprise Bank September 2012 - January 2013
B-Management, Inc May 2010 - June 2011
Haringey, Islington & City Credit Union February 2011 - May 2011
Manchester Middle School January 2010 - May 2010
Fairytales May 2008 - August 2008
Sunshine Readers July 2002 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Public Speaking, Outlook, Social Media, Time Management, Analysis, Event Planning, Research, Finance, Accounting, Sales, Spanish
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Accounting, Finance
BBVA Compass June 2014 - Present
1st Enterprise Bank July 2012 - June 2014
Citizens Business Bank March 2012 - July 2012
U.S. Bank June 2011 - March 2012
U.S. Bank October 2003 - May 2011
McGladrey January 2003 - October 2003
Skills
C&I Lending, Real Estate Lending, Commercial Lending, Financial Analysis, Credit Analysis, Commercial Banking, Relationship Management, Trusted Advisor, Banking Relationships, Long-term Customer..., New Business Development, Portfolio Management, Underwriting, Loans, Banking, Lines Of Credit, Credit
Education
University of Kansas 2000 — 2003
Bachelor of Science (B.S.), Accounting and Business/Management
Baker University 1998 — 2000
Education and Spanish
Holthouse Carlin & Van Trigt LLP November 2013 - Present
1st Enterprise Bank May 2012 - August 2012
1st Enterprise Bank May 2011 - August 2011
Skills
Microsoft Word, PowerPoint, Analysis, Accounting, Finance, Auditing
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor's degree, Accounting and Finance
Loyola
Client One Securities, LLC July 2013 - Present
The Leaders Group, Inc. February 2010 - June 2013
Kylas Insurance and Financial Services February 2010 - March 2013
1st Enterprise Bank January 2010 - September 2010
Starbucks Corporation July 2007 - March 2010
Primerica Financial Services December 2005 - February 2009
HitchCAM Corporation January 2007 - July 2007
Skills
Investments, Insurance, Financial Services, Leadership, Small Business, Securities, Finance, Retirement Planning, Life Insurance, Strategic Financial..., Financial Advisory, Mutual Funds, Fixed Annuities, Financial Analysis, Marketing, Accounting, Accounts Payable, CRM, Training, Program Management, Payroll, Sales Management, Series 7, Series 63, IRAs, Retirement, Series 6, Financial Planning
Education
California State University-Dominguez Hills 2009 — 2010
B.S., Business Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2008
Business, Finance, Marketing
Cerritos College 2005 — 2007
Associates in Business, Management, Finance, Business Law
Life Pacific College
Whittier Christian High School
Wells Fargo January 2015 - Present
Wells Fargo April 2013 - December 2014
1st Enterprise Bank July 2012 - April 2013
Rabobank September 2011 - July 2012
Rabobank December 2009 - September 2011
Pacific Capital Bancorp July 2007 - December 2009
Pacific Capital Bancorp January 2004 - July 2007
Pacific Capital Bancorp February 2001 - January 2004
Skills
Portfolio Management, Loans, Banking, Underwriting, Capital Markets, Small Business Lending, Credit Analysis, Lines Of Credit, Middle Market, Treasury Management, Due Diligence, Fixed Income, Wealth Management, Financial Structuring, Securities, Mortgage Lending, Valuation, Cross Selling, Equities, Relationship Management, Deposits, Commercial Mortgages, Financial Services, Financial Analysis, Loan Origination, Investments, Financial Risk, Cash Management, Credit Risk, Real Estate, Mergers, Refinance, Derivatives, SBA, Retail Banking, Private Banking, Corporate Finance, Mergers & Acquisitions, Restructuring, Risk Management, Business Development
Education
California Lutheran University 1999 — 2001
MBA, Finance
California Lutheran University 1997 — 1999
BS, Political Science
California United Bank December 2014 - Present
1st Enterprise Bank May 2005 - November 2014
Mellon 1st Business Bank May 1988 - May 2005
Education
Cal State Long Beach 1983 — 1986
MBA, Finance
UC Santa Barbara
Bachelor's degree
Banc of California July 2013 - Present
1st Enterprise Bank August 2012 - July 2013
Community Bank July 2010 - August 2012
US Bank November 2008 - July 2010
Bank of New York Mellon February 2000 - November 2008
US Trust Bank May 1999 - February 2000
Fleet Bank June 1992 - May 1999
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Portfolio Management, Finance, Mergers & Acquisitions, Asset Based Lending, Deposits, Private Banking, Management, Commercial Real Estate, Small Business Lending, Banking, Commercial Mortgages, Lines Of Credit, Investments, Loan Origination, Cash Management, Treasury Management, SBA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
Master of Science, Finance
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration, Finance
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company March 2015 - Present
1st Enterprise Bank May 2014 - September 2014
JPMorgan Chase August 2011 - November 2013
Citi November 2010 - July 2011
Wells Fargo January 2005 - November 2010
Skills
Loans, Banking, Credit, Relationship Management, Small Business Lending, Financial Services, Portfolio Management, Credit Analysis, Retail Banking, Leadership, Cross Selling, Sales, Customer Retention, Loan Origination, Insurance, Cash Management
Education
University of Minnesota-Twin Cities 2001 — 2002
English as a second language
Yerevan State University 1997 — 2001
Bachelor's degree, Psychology
City National Bank May 2014 - Present
1st Enterprise Bank August 2010 - May 2014
Wells Fargo Bank June 2005 - August 2010
Citi January 1999 - 2005
Skills
Commercial Banking, Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Credit, Commercial Mortgages, Construction Loans, Cash Management, Real Estate Economics, Small Business Lending, Financial Analysis, Real Estate, Financial Structuring, Real Estate Financing, Banking, Underwriting, Lines Of Credit, Financial Services, Asset Management, Treasury Management, Credit Risk, Loan Origination, Mergers & Acquisitions, Middle Market, Portfolio Management, Finance
Education
California Lutheran University 1988 — 1992
BS, Business
Moorpark College 1982 — 1988
Associate of Arts (AA), Business/Office Automation/Technology/Data Entry
California United Bank November 2014 - Present
1st Enterprise Bank August 2013 - Present
Chinatrust Bank USA March 2013 - August 2013
East West Bank (consulting work) 2012 - 2013
FDIC Federal Deposit Insurance Corporation 2009 - 2012
Bank of Santa Clarita 2004 - 2007
Valencia Bank & Trust 1999 - 2003
American Pacific State Bank 1998 - 1999
McGladrey& Pullen (now RSM McGladrey) 1995 - 1996
Office of the Comptroller of the Currency 1974 - 1995
Skills
Commercial Banking, Loans, Retail Banking, Commercial Lending, Financial Analysis, Small Business Lending, Consumer Lending, Trade Finance, Branch Banking, Financial Risk
Education
Creighton University
Master of Business Administration (MBA), Accounting and Finance
Loyola Marymount University, College of Business Administration
Bachelor of Business Administration (BBA), Finance, General
First Bank January 2015 - Present
1st Enterprise Bank August 2013 - December 2014
Pacific Western Bank July 2011 - July 2013
Comerica Bank August 2000 - June 2007
Comerica Bank July 1999 - August 2000
Comerica Bank February 1998 - July 1999
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Banking, Credit, Credit Analysis, Asset Based Lending, Portfolio Management, Loan Origination, Credit Risk, Commercial Mortgages, Lines Of Credit, Underwriting, Treasury Management, Cash Management, Retail Banking
Education
California State University-Northridge
Bachelor of Science Business Administration, Finance
Wells Fargo January 2015 - Present
Wells Fargo August 2012 - December 2014
Comerica Bank May 2010 - August 2012
1st Enterprise Bank August 2009 - May 2010
Coface in North America February 2009 - August 2009
CapitalSource Business Finance Group (BFI Business Finance) December 2004 - December 2008
Skills
Asset Based Lending, Commercial Lending, Middle Market, Loans, Trade Finance, Small Business Lending, Commercial Finance, Portfolio Management, Commercial Mortgages, Loan Origination, Restructuring, Structured Finance, Credit, Factoring, Lines Of Credit, Credit Analysis, Finance, Banking, Due Diligence, Mortgage Lending, Underwriting, Cash Flow Lending, Credit Risk, Funding, Financial Structuring, Cash Management, Treasury Management
Education
University of Phoenix
Business Administration and Management, General
Pacific City bank October 2013 - Present
NU Image Dental Laboratory June 2011 - September 2013
1st Enterprise Bank January 2013 - April 2013
Robert Half Management Resources/First California Bank August 2012 - December 2012
First Commerce Bank November 2006 - April 2011
Bank of America March 2004 - February 2006
M Squared Consulting/Union Bank 2006 - 2006
Skills
Bank Secrecy Act, OFAC, Banking, Commercial Banking, Loans, KYC, AML, Credit, Commercial Lending, Credit Unions, Private Banking, Financial Institutions, Retail Banking, Financial Risk, Underwriting, Credit Analysis, FINRA, Mortgage Lending, Consumer Lending, Operational Risk, Due Diligence, Executive Management, Investments, Financial Services, Cash Management, Finance
Education
Glendale Community College 1994 — 1997
Associate of Arts (AA), Business Administration and Management, General/Accounting
Glendale High School 1991 — 1994
High School, General Studies
1st Enterprise Bank August 2012 - Present
Nigro Karlin Segal Feldstein & Bolno December 2010 - August 2012
Center for Embedded Networked Sensing at UCLA July 2009 - November 2010
Cotsen Institute of Archaeology at UCLA December 2005 - July 2009
Skills
Microsoft Excel, Time Management, Teamwork, PowerPoint, Accounting, Financial Analysis, Microsoft Word, Data Analysis, General Ledger, Cash Management, Auditing, Accounts Payable, Access, Analysis, Social Media, Microsoft Office, Process Improvement, Finance, Customer Service, Management, Account Management, Human Resources, Financial Reporting
Education
University of California, Los Angeles 2005 — 2009
Bachelor's Degree, Political Science and Art History
Santa Monica College 2011 — 2014
Associate of Science (AS), Business Management and Leadership
Santa Monica College 2012 — 2015
Associate of Science (AS), Accounting
1st Enterprise Bank August 2013 - Present
Pacific Western Bank April 2007 - August 2013
Vineyard Bank December 2005 - December 2007
Merrill Lynch April 2002 - December 2005
Wells Fargo Private Bank March 2001 - April 2002
Banking Institutions in Southern California September 1993 - September 2001
Skills
Commercial Lending, Mergers & Acquisitions, Loans, Commercial Banking, Small Business Lending, Real Estate, business advice, Strategic Business..., Banking, Credit, Finance, Cash Flow, Portfolio Management
Education
Fordham University School of Law 1981 — 1983
MBA, Finance
Fordham University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (BS), Economics
1st Enterprise Bank March 2009 - Present
BNY Mellon Financial Corporation March 2006 - December 2008
BNY Mellon Financial Corporation March 2005 - March 2006
Skills
Finance, Accounting, Financial Analysis, Banking, Cash Management, General Ledger, Forecasting, Portfolio Management, Variance Analysis, Account Reconciliation, Financial Reporting, Commercial Banking, Credit, Mergers & Acquisitions
Education
California State University-Los Angeles 2000 — 2004
Bachelor of Business Administration (B.B.A.)
California State University
Bachelors of Science
California United Bank December 2014 - Present
1st Enterprise Bank 2007 - 2014
Skills
Financial Analysis, Commercial Banking, Cash Management, Accounting, Sarbanes-Oxley Act, Banking, Managerial Finance, Small Business Lending, Treasury Management, Finance, Credit, Financial Risk, Credit Analysis, Mergers & Acquisitions
Education
California Lutheran University
MBA
UC Santa Barbara
BA
1st Enterprise Bank
Skills
Retail Banking, Trade Finance, Commercial Lending, Branch Banking, Credit, Loans, Credit Risk, Credit Analysis, Financial Analysis, Cross Selling, Risk Management, KYC, AML, Lines Of Credit, Small Business Lending, Bank Secrecy Act, Consumer Lending, Core Banking, Cash Management, Banking, Commercial Banking, Financial Risk, Financial Services
Education
Portland State University
Mathematics and Computer Science