Bank of the Orient
Industry: Private banking company
DescriptionBank of the Orient is an Asian American bank in the United States. Headquartered in San Francisco, with branch offices in California, Honolulu, and Xiamen, this privately held bank is one of few Asian American banks in the United States that has successfully expanded beyond their original communities. Headquarters: San Francisco, CA Founded: 1971, San Francisco, CA Parent organization: Orient Bancorporation
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Bank of the Orient Employees
Tzu Chi Foundation USA June 2012 - July 2012
Hawaii State Judiciary January 2008 - 2012
Perkin & Faria, AAL November 2011 - December 2011
Bank of the Orient October 2010 - March 2011
Hawaii Physician Group - Hawaii Medical Center August 2009 - October 2010
Motooka Yamamoto & Revere January 2010 - February 2010
Leu & Okuda, AAL April 2009 - May 2009
Doi Luke & Miyatake, AAL December 2008 - April 2009
Education
Arizona Summit Law School 2013 — 2014
Juris Doctorate, Law
Chaminade University Honolulu, Hawaii through the Center for Legal Studies 2011 — 2011
Paralegal Certificate, Law
University of Hawaii at Manoa 2003 — 2006
Bachelor of Arts (B.A.), Philosophy
Cathay Pacific Airways June 2015 - Present
Odic Environmental October 2014 - April 2015
Bank of the Orient June 2013 - October 2014
Robert Half International July 2010 - September 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Customer Service, Social Media, Photoshop, Teamwork, Social Networking, Loan Servicing, Market Research
Education
University of California, Riverside 2009 — 2013
Bachelor of Business Administration (BBA), Operation and Supply Chain management
National University of Singapore 2012 — 2012
Business/Commerce, General
Rdio March 2015 - Present
SYPartners January 2015 - February 2015
Bank of the Orient December 2011 - June 2014
City and County of San Francisco November 2012 - November 2013
San Francisco Food Bank September 2012 - September 2012
National Association of Catering Executives (NACE), San Francisco Chapter August 2011 - August 2011
National Association of Catering Executives (NACE), San Francisco Chapter June 2011 - June 2011
All Hands Volunteer Fundraiser by SFSU April 2011 - April 2011
Chrysanthemum Restaurant April 2010 - April 2010
Skills
PowerPoint, Management, Fundraising, Customer Service, Microsoft Office, Event Planning, Event Management, Project Planning, Strategic Planning, Risk Management, Microsoft Excel, Human Resources, Process Scheduler, Paylocity, PlanSource, Hospitality, Microsoft Word, Time Management, Onboarding, Leadership, Employee Training, Employee Benefits, ADP, Benefits Administration, Volunteering, Outlook, Process Improvement, Organization Skills, E-Verify, LexisNexis, Windows, Mac OS, New Hire Orientations, New Hire Training, New Hire Processes, Reporting & Analysis, Streamlining Work...
Education
San Francisco State University, College of Business
Bachelor of Science, Business Administration in Management and minor in Hospitality Management
City University of Hong Kong
Study Abroad, Business Management
Bank of the Orient April 2015 - Present
OzForex October 2013 - April 2015
Boston Private Bank & Trust Company April 2008 - September 2013
M2C Consulting May 2006 - March 2008
Hanmi Bank June 2005 - May 2006
Skills
AML, Fraud, Financial Risk, Banking, Bank Secrecy Act, Risk Management, Due Diligence, Analysis, KYC, Risk Assessment, Operational Risk..., Retail Banking, Auditing, USA PATRIOT Act, OFAC, Operational Risk, Enterprise Risk..., Financial Services, Commercial Banking, Anti Money Laundering
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2005
Ampush 2013 - Present
Google 2012 - 2013
Wildfire Interactive, Inc. January 2012 - August 2012
Bank of the Orient February 2005 - December 2011
Skills
Recruiting, Onboarding, Human Resources, Benefits Administration, HRIS, New Hire Orientations, FMLA, ADP Payroll, Employee Relations, Employee Benefits, Outlook, Microsoft Office, Performance Management, Workforce Planning, Leadership, Talent Acquisition, Hiring, Interviews, Personnel Management, Data Entry, Time Management, Organization, Written & Oral..., Communication, Management
Education
San Francisco State University, College of Business
Bachelors of Science, Business Administration, Concentration in Management
Skyline College
Associate of Arts, University Studies
Rutgers University August 2014 - May 2015
China Merchants Securities Co., Ltd. June 2014 - August 2014
The Export-Import Bank of China February 2013 - August 2013
Bank of the Orient May 2010 - August 2010
Skills
Matlab, R, C++, Microsoft Excel, Microsoft Word, Numerical Analysis, Bloomberg Terminal, Statistical Modeling, C, LaTeX, Quantitative Finance, Financial Modeling, Time Series Analysis, Quantitative Analytics, Microsoft Office, Data Analysis
Education
Rutgers University-New Brunswick 2013 — 2015
Master of Science (M.S.), Mathematical Finance
Kansas State University 2007 — 2012
Bachelor of Science (BS), Mathematics
Hall Capital Partners LLC July 2015 - Present
Hall Capital Partners LLC January 2015 - July 2015
Hall Capital Partners LLC September 2012 - December 2014
Hall Capital Partners LLC June 2012 - August 2012
Bainbridge Capital February 2012 - June 2012
UCSD Crafts Center October 2009 - June 2012
Dodge & Cox June 2011 - August 2011
Morgan Stanley June 2010 - July 2010
Bank of the Orient June 2009 - September 2009
Education
University of California, San Diego 2008 — 2012
B.S., Management Science
Encinal High School 2004 — 2008
PNC-Retail Banking NHBC February 2012 - Present
Bank of the Orient 2004 - 2006
First Hawaiian Bank 2002 - 2004
Skills
Banking, Customer Service, Deposits, Lines Of Credit, Teller Operations, People-oriented, Office Equipment, Microsoft Works, Cashiers, Office Operations, 10 Key Touch, Teamwork
Education
Kapiolani Community College 1998 — 2001
Associate in Science, Hospitality/Tourism & Accounting
Golden Project Management & Installation, LLC January 2012 - Present
AAA NCNU March 2004 - March 2012
Addison Avenue Federal Credit Union September 2000 - December 2004
Gateway Bank March 1999 - August 2000
Bank of the Orient June 1995 - October 1998
Bank of America January 1995 - June 1995
Great Western Savings February 1987 - September 1994
Skills
Salesforce.com Certified, Sales Management..., Salesforce.com, Leadership, Talent Management, Management, CRM, Sales Management, Sales Operations, Selling Skills, Cross-functional Team..., Account Management, Customer Retention, New Business Development, Team Building, Competitive Analysis, Selling, Direct Sales, Start-ups, Insurance, Process Improvement, Contract Negotiation, Training, Business Strategy, Budgets
Education
Golden Gate University
Master of Business Administration (MBA), International Business
Mills College
Bachelor of Arts (B.A.), Business Administration/French
Bank of the Orient 2006 - Present
Bank of the Orient July 1977 - 2006
Skills
Banking, Commercial Banking, Loans, Budgets, Risk Management, Credit, Credit Risk, Credit Analysis, Portfolio Management, Strategic Planning, Mortgage Lending, Commercial Lending, Asset Management, Process Improvement, Project Management, Investments, Financial Analysis
Education
San Francisco State University, College of Business 1977 — 1983
MBA
San Francisco State University 1970 — 1975
BA, Design and Industry
Bank September 2014 - Present
Bank of America April 2011 - Present
JPMorgan Chase August 2009 - April 2011
Bank of the Orient March 2009 - August 2009
Wachovia August 2007 - October 2008
World Savings (acquired by Wachovia) 2006 - 2007
World Savings 1994 - 2006
Skills
Sales Management, Business Planning, Executive Management, Loans, Banking, Credit, Financial Analysis, Investments, Strategic Planning, Risk Management, Mortgage Lending, Mortgage Banking, Asset Managment, Business Development, Relationship Management, Credit Analysis, Portfolio Management, Valuation, Underwriting, Commercial Banking, Retail Banking, Operational Risk, Core Banking
Education
University of California, Berkeley 1990 — 1994
BA, English with an emphasis on writing and critical thinking
San Ramon Valley High School 1986 — 1990
Visa March 2012 - Present
Bank of the Orient December 2008 - February 2012
Wachovia Bank December 2007 - October 2008
World Savings June 1988 - November 2007
Deloitte & Touche June 1982 - June 1988
Skills
Financial Analysis, Risk Management, Credit, Mergers, Financial Modeling, Due Diligence, Valuation, Accounting, Investments, Loans, Forecasting
Education
Golden Gate University 1984 — 1990
M.S., Taxation
University of California, Berkeley - Walter A. Haas School of Business 1978 — 1982
B.S., Business Administration
Bank of the Orient August 2015 - Present
City National Bank March 2013 - July 2015
Gateway Bank April 2009 - May 2013
Gateway Bank March 2009 - June 2009
UC Berkeley August 2007 - March 2009
Gateway Bank May 2008 - August 2008
Skills
Credit Risk, Credit, Financial Analysis, Mortgage Lending, Credit Analysis, Analysis, Financial Risk, Microsoft Excel, Data Analysis, Pivot Tables, Visual Basic, Commercial Lending, Risk Management, Warehouse Lending, Template Creation, Banking, Finance, Loans, Customer Service, Microsoft Word, Cash Flow, Underwriting
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Political Economy
Alameda High School
Lincoln Middle School
Clean Power Finance September 2014 - June 2015
Poongsan Corp June 2013 - July 2013
Grinnell Chamber of Commerce January 2013 - May 2013
Bank of the Orient May 2012 - August 2012
Environmental Traveling Companions September 2008 - May 2009
Skills
Economics, Mandarin, Microsoft Office, English, Cantonese, Spanish, Econometrics, Stata, Market Research, Bloomberg Terminal, Salesforce.com, Tableau, Pivot Tables, Metrics, Sales Operations, Data Analysis, A/B Testing, Project Management, Google Analytics, HTML, CSS
Education
Grinnell College 2010 — 2014
Bachelor, Economics and Spanish
Intivix February 2014 - Present
Mussack Consultancy May 2012 - Present
AuditOne, LLC July 2013 - February 2014
Bank of the Orient October 2012 - November 2012
United Labor Bank June 2006 - April 2012
Peterson Holding Company May 1999 - June 2006
ComputersAmerica February 1997 - April 1999
NetworksAmerica February 1997 - April 1999
Inacom Information Systems September 1996 - February 1997
Vanstar / Dataflex / Granite Computer Products September 1995 - August 1996
Skills
IT Strategy, Security, Business Continuity, Virtualization, Cloud Computing, Vendor Management, Information Technology, Networking, Management, Disaster Recovery, VoIP, Project Management, Leadership, Outsourcing, Infrastructure, IT Management, IT Operations, Telecommunications, Integration, Budgets, Solution Architecture, Banking, Strategic Planning, Business Continuity..., Cost Benefit, Process Improvement, Business Alignment, Information Security..., Business Process..., Pre/Post Sales Engineers, Cloud Consulting, Computer Security, Risk Management, Network Security, Business Process, LAN-WAN, Windows Server, Help Desk Support, Business Analysis, Educational Technology, Teaching, Business Development, Mentoring, Staff Mentoring, IT Compliance, Lotus Domino, Education, Data Center, Consulting
Education
University of California, Berkeley 1985 — 1991
BA
UPS October 1979 - Present
Bank of the Orient 1970 - 1978
Skills
Logistics Management, Leadership, Team Building, Team Leadership, Process Improvement, Microsoft Office, Customer Service, PowerPoint, Sales, Public Speaking, Strategic Planning, Microsoft Excel, Event Planning, Social Media, Research, Microsoft Word, Management, Social Networking
Education
Purdue University 1966 — 1970
Bachelor of Science (B.S.), Industrial Management
Purdue University 1966 — 1970
Bachelor’s Degree, Industrial Management
Purdue University - Krannert School of Management 1966 — 1970
Bachelor of Science (BS), Industrial Economics
Navigant August 2013 - Present
Health Research for Action September 2010 - June 2013
ISI Group June 2012 - August 2012
Pontificia Universidad Católica de Chile August 2011 - December 2011
Regional Asthma Management and Prevention September 2010 - December 2010
Bank of the Orient June 2010 - August 2010
UC Berkeley Center for Labor Research and Education January 2010 - July 2010
Asian Pacific Environmental Network April 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Photoshop, Windows Movie Maker, English-Spanish, Due Diligence, Market Assessments, Lifesciences, PowerPoint
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Public Health
Pontificia Universidad Católica de Chile 2011 — 2011
Business/Managerial Economics
First National Bank of Santa Fe August 2012 - Present
Richard S Cupp, Inc. January 2005 - Present
Bank of the Orient July 2013 - December 2014
Gateway Business Bank January 2012 - August 2012
Center Financial Corp & Center Bank January 2011 - December 2011
Various Commercial Independent Banks in California 1993 - 2010
California Federal Bank 1983 - 1992
1st Interstate Bank and 1st Interstate Bancorp, formerly United California Bank 1963 - 1983
Skills
Banking, Investments, Mergers, Financial Analysis, Risk Management, Private Equity, Mergers & Acquisitions, Loans, Portfolio Management, Credit, Financial Services, Commercial Banking, Due Diligence, Management, Asset Management, Start-ups, Finance, Capital Markets, Strategy, Valuation, Investment Banking, Financial Structuring, Credit Analysis, Corporate Finance, Executive Management, Securities, Restructuring, Equities, Financial Modeling, Commercial Lending
Education
USC Marshall School of Business
MBA, Finance
University of California, Los Angeles
AB Economics
Bank of the Orient April 2015 - Present
East West Bank January 2014 - April 2015
Metro United Bank June 2013 - January 2014
Metro United Bank May 2012 - June 2013
HSBC September 2010 - May 2012
East West Bank March 2002 - August 2010
Grand Pacific Financing Corp March 1997 - February 2002
Skills
Banking, Credit, Loans, Real Estate, Portfolio Management, Commercial Mortgages, Commercial Banking, Commercial Lending, Lines Of Credit, Management, Loan Origination, Credit Analysis, Cross Selling, Risk Management, Asset Based Lending, Cash Management, Finance, Wealth Management, Mortgage Lending, Small Business Lending, Commercial Real Estate, Retail Banking, Construction Loans, Investments, Credit Risk, Branch Banking, Underwriting, Consumer Lending, Financial Risk
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1987
MBA, Finance
Acclaim Professional Healthcare LLC September 2010 - Present
Acclaim Home Care Inc May 2002 - Present
iRemit Inc. December 2000 - January 2002
Ganado Development and Jackpot Leisure Companies December 1997 - December 2001
Chase Morgan Exhibit Company January 1996 - December 2000
Fashion Inc. January 1991 - July 1995
Bank of the Orient February 1985 - July 1990
Delphi Investment Company August 1980 - June 1984
Chase Manhattan Bank (offshore banking unit- Philippines) August 1978 - January 1981
Hitachi Union Inc. February 1975 - September 1976
Skills
Project Management, Business Strategy, Healthcare, Investments, Strategic Planning, Process Improvement, Sales Management, Change Management, Management, Customer Service, Loans, Research, Entrepreneurship, Microsoft Excel, New Business Development, Healthcare Management, Trading, Strategy, Business Planning, Sales, Operations Management, Financial Analysis, Leadership, Management Consulting, Business Development, Account Management, Commercial Lending, Program Management, Business Analysis, Marketing Strategy
Education
Asian Institute of Management 1976 — 1978
MBM, Business
Ateneo de Manila University 1970 — 1975
BS, Management Engineering
Xavier School 1959 — 1970
Bingham Osborn & Scarborough March 2010 - Present
Bank of the Orient 2014 - Present
The 1990 Institute 2013 - Present
Fremont Realty Capital 2003 - 2009
JPMorgan June 2000 - October 2002
The Trump Organization January 1995 - June 1998
Skills
Portfolio Management, Financial Planning &..., Public & Pivate equity, Real Estate, Impact & Socially...
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Columbia University in the City of New York 1994 — 1995
MS, Real Estate
University of California, Berkeley 1990 — 1994
BA, High Honors, Architecture
Pacific American Fish Co. May 2015 - Present
Jushi USA August 2013 - August 2014
Jushi USA November 2010 - July 2013
Law Office of Daniel August 2010 - November 2010
Bank of the Orient September 2008 - December 2008
American Red Cross July 2008 - August 2008
First Evangelical Church Association (FECA) December 2006 - June 2007
Pasadena City College September 2005 - December 2006
Skills
Mandarin, Microsoft Excel, Investments, SPSS, Market Research
Education
University of California, Berkeley 2007 — 2009
Bachelor, Economics
Pasadena City College 2004 — 2007
Graduated, 2007
Global Fund for Women December 2009 - Present
Room to Read April 2008 - November 2009
The Global Fund for Women 1999 - 2005
Bank of the Orient 1997 - 1999
The Asia Foundation 1992 - 1996
Skills
Philanthropy, Program Management, Human Rights, Program Evaluation, Grant Writing, Program Development, Non-profits, Fundraising, Community Development, Community Outreach, Policy Analysis, Grants, Nonprofits, Capacity Building, Volunteer Management, International...
Education
Harvard University, John F. Kennedy School of Government 1987 — 1989
MPP, Public Policy
Cornell University 1981 — 1985
B.A., Economics
Audit-One LLC 2012 - Present
Protiviti 2012 - Present
Bank of the Orient November 2000 - September 2011
Citibank, F.S.B November 1992 - November 2000
Wells Fargo Bank August 1975 - October 1992
Skills
Underwriting, Financial Analysis, Credit, Loans, Banking, Credit Risk, Commercial Banking, Commercial Lending, Risk Management, Mortgage, Compliance, Staff Management, Credit Analysis, Commercial Mortgages, Credit Administration, Small Business Lending, Asset Based Lending, Portfolio Management, Consumer Lending, Mortgage Lending, Structured Finance, Securities, Internal Audit, Financial Services, Treasury Management, Management
Education
Arizona State University
BS, Business Administration
Santa Clara University
MBA, Business Administration
SVB Financial Group September 2010 - Present
Bank of the Orient March 2010 - September 2010
East West Bank May 2008 - November 2009
United Commercial Bank June 2006 - April 2008
Experis Finance (formerly Jefferson Wells) July 2002 - May 2006
Deloitte July 1999 - July 2002
First Security Bank (now Wells Fargo Bank) January 1998 - June 1999
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Risk Management, Internal Controls, Financial Risk, Internal Audit, Banking, Credit, Process Improvement, Auditing, Business Analysis, Finance, Risk Assessment, Financial Analysis, AML, Portfolio Management, Basel II, Investments, Financial Reporting, Financial Services, Operational Risk..., IT Audit, Program Management, Operational Risk, Management, Mortgage Lending, SOX 404, Information Security, Mergers & Acquisitions, Cash Management, Investment Banking, Financial Modeling, Accounting, Fraud, Strategic Financial..., Insurance, Commercial Banking, Due Diligence, Loans, Financial Statements, Capital Markets, Valuation, Treasury Management, Sarbanes-Oxley, Credit Risk, GAAP, External Audit, Information Technology, Governance, Restructuring
Education
Arizona State University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Utah - David Eccles School of Business 1994 — 1998
BS - Accounting, Accounting
Brigham Young University
Orient Bancorporation 2000 - Present
Bank of the Orient 1997 - 2008
Transamerica 1992 - 1997
Bank of America 1974 - 1992
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Valuation, Asset Management, Portfolio Management, Financial Risk, Treasury Management, Commercial Lending, Risk Management, Commercial Banking, Due Diligence, Investments, Banking, Financial Services
Education
University of Pennsylvania - The Wharton School 1972 — 1973
MBA
Rheinische Friedrich-Wilhelms-Universität Bonn 1961 — 1966
PHD, Economics, Business
FIS March 2015 - Present
Bank of the Orient February 2014 - February 2015
Bank of Alameda May 1998 - January 2014
U.S. Bank September 1997 - May 1998
Skills
Disaster Recovery, Information Security, Security, Banking, IT Audit, IPS, Cisco Technologies, Project Management, Risk Management, Symantec Endpoint..., Penetration Testing, Integration, Vulnerability Assessment, Information Technology, Backup Exec, Retail Banking, Cisco Routers, Virtualization, Windows System..., Cisco Firewall Security, Virtual Desktop..., Risk Assessment, Technology Management, Vendor Management Skills, Symantec Antivirus, Websense, Strategic IT Management, GLBA, IT Security Operations, WSUS, Information Security..., Vulnerability Management, Help Desk Support, VMware Infrastructure, IT Infrastructure Design, Antivirus, Commercial Banking, Switches, Routers, Networking, Vendor Management
Education
College of Alameda 1997 — 1999
Management Information Systems, General
ICBA
Certified Community Bank Technology Officer
Harlem Development January 1999 - Present
Bank of the Orient May 2011 - November 2011
Union Bank June 2010 - May 2011
First Republic Bank October 2007 - May 2010
Bank of America June 2006 - October 2007
Consultant: Rosin & Associates/EuroHypo AG/Sterling Equities February 2003 - May 2006
UBS Wealth Management June 2000 - December 2002
Skills
Underwriting, Real Estate, Investments, Credit, Loans, Direct Sales, Risk Management, People Management, Negotiation, Commercial Lending, Commercial Banking, Credit Risk
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Corporate Finance, May 2000
United States Merchant Marine Academy 1991 — 1995
BS, Transportation/Engineering
Vantage South Bank 2013 - Present
The East Carolina Bank 2011 - 2013
Bank of the Orient 2005 - 2008
Integra Realty Resources 2004 - 2005
Washington Mutual 2003 - 2004
Berlinier, Kidder & Tish 2001 - 2003
Oregon Department of Revenue 2000 - 2001
Capital Management 1994 - 2000
Syntex 1980 - 1992
Skills
Appraisals, Credit, Compliance, Due Diligence, Valuation, Loans, review appraiser, Residential Homes, Investments, Property, Mortgage Lending, Management, Commercial Real Estate, Banking, Investment Properties, Real Estate Economics, Real Estate, Real Estate Transactions, Portfolio Management, Real Estate Financing
Education
Appraisal Institute
Iroquois
San Jose State University
MBA, Investment Finance
San Jose State University
Bachelor of Science (BS), Chemistry
Trans Pacific National Bank March 2013 - Present
Bank of the Orient July 2011 - March 2013
U.S. Bank November 2009 - July 2011
Pacific National Bank August 2006 - October 2009
Merrill Lynch Capital 2004 - 2006
Key Bank Commercial Real Estate June 1999 - June 2004
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Portfolio Management, Banking, Underwriting, Credit Risk, Small Business Lending, Credit Analysis, Retail Banking, Asset Management, Investments, Finance, Mortgage Lending, Lines Of Credit, Financial Risk, Loan Origination, Treasury Management, Mortgage Banking, Commercial Mortgages, Consumer Lending, Due Diligence
Education
Santa Clara University 1988 — 1990
BA, Economics
Umpqua Bank May 2014 - Present
Umpqua Bank June 2013 - Present
Bank of the Orient July 2011 - January 2013
Wells Fargo Bank November 2010 - July 2011
US Bank October 2009 - November 2010
Pacific National Bank/US Bank April 2005 - October 2009
KeyBank Real Estate Capital March 2000 - April 2005
Travelers Real Estate Investment Group 1987 - 1998
Skills
Underwriting, Loans, Finance, Investments, Mortgage Lending, Credit Analysis, Small Business Lending, Mortgage Banking, Consumer Lending, Retail Banking, Due Diligence, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Leadership, Loan Servicing, Portfolio Management, Real Estate
Education
College of San Mateo 1979 — 1980
General Education
United American Bank April 2005 - Present
Bank of the Orient 2004 - 2006
Skills
Small Business Lending, Project Management, Loans, Commercial Lending, Real Estate, Commercial Mortgages, Risk Management, Lines Of Credit, Asset Based Lending, Mortgage Lending, Loan Origination, Commercial Banking, Portfolio Management, Banking, Underwriting, Retail Banking, Credit
Education
City College of San Francisco 1982 — 1984
No, General Studies
Fremont Bank September 2015 - Present
Bank of the Orient May 2014 - August 2015
Trans Pacific National Bank July 2011 - May 2014
Beneficial State Bank June 2007 - June 2011
Comerica Bank September 2005 - June 2007
First Republic Bank May 2004 - September 2005
Bank of America March 1998 - May 2004
Bank of America March 1998 - May 2004
Bank of America March 1998 - May 2004
Skills
Banking, Small Business Lending, Commercial Lending, Loans, Commercial Banking, Sales, Banking Relationships, Retail Banking, Credit, Operations Management, Lines Of Credit, Cash Management, Project Management, Internal Audit, Leadership, Marketing, Compliance, Promotions, Office Administration, Event Planning, Financial Education, Building Relationships, Training Development &..., Finance
Education
Golden Gate University 2013 — 2015
Bachelor of Arts (BA)
City College of San Francisco
General Education
Mission High School 1991 — 1995
Union Bank April 2015 - Present
Evolve Bank and Trust June 2014 - April 2015
Bank of the Orient April 2013 - April 2014
Trans Pacific National Bank July 2012 - April 2013
Decius Consulting July 2008 - November 2012
UPS Capital February 2007 - July 2008
Popular Small Business Capital February 2006 - February 2007
CIT September 2004 - February 2006
Greater Bay Bank April 2000 - September 2004
Greater Bay Bancorp 2000 - 2004
Skills
Small Business Lending, Commercial Lending, Credit, Underwriting, Financial Reporting, Commercial Mortgages, Commercial Banking, Credit Analysis, Negotiation, New Business Development, Business Strategy, Banking, SBA, Cash Management, Team Building, Business Planning, Mortgage, Finance, Mortgage Lending, Loans, Marketing Strategy, Financial Analysis, Credit Risk, Commercial Real Estate, Loan Origination, Mergers & Acquisitions, Business Development, Real Estate, Real Estate Economics, Refinance, Mortgage Banking, Funding, Financial Services, Portfolio Management, Small Business, Asset Management, Cash Flow, Lines Of Credit, Investments, Financial Structuring, Due Diligence
Education
University of Oregon 1973 — 1978
BS, Business
Bank of Communications October 2011 - Present
Union Bank August 2005 - October 2011
Mission National Bank 2010 - 2011
Bank of the Orient October 2002 - August 2005
Skills
Banking, Credit, Risk Management, Loans, Due Diligence, AML, Operational Risk..., Portfolio Management, Commercial Banking, Credit Analysis, Credit Risk, Financial Risk, Fraud, KYC, Retail Banking, Anti Money Laundering
Education
University of Phoenix 2001 — 2007
MBA, Technology Management
Guangfu
Zion Lutheran School
Zion Lutheran School
Mechanics' Bank January 2011 - Present
Bank of the Orient June 2007 - November 2010
Bank Auditors' Roundtable 1999 - 2010
Bank of Marin June 1998 - January 2006
Skills
Banking, Commercial Banking, Risk Management, Retail Banking, Management, Finance, Financial Analysis
Education
California State University-East Bay
BS Finance
Certified Bank Auditor (CBA) - Bank Administration Institute
Pacific Coast Banking School
Preferred Bank March 2013 - Present
Bank of the Orient 2010 - 2013
East West Bank 2009 - 2010
Wells Fargo Bank 2008 - 2009
United Commercial Bank 2003 - 2008
Education
University of San Francisco - School of Management 2007 — 2008
Bank of the Orient February 2007 - December 2008
Bank of the West December 1988 - May 2005
Barclays Bank of California October 1980 - May 1988
I. Magnin & Co. January 1973 - October 1980
Skills
Accounts Payable, Prepaids and Accruals, Account..., Bank Reconciliations, Journal Entries, Fixed Asset Accounting, Financial..., User of MS Office..., User of Windows 7 and XP
Education
Golden Gate University 1974 — 1983
Post BA, business; accounting; finance
San Francisco State University 1968 — 1970
BA, Political Science
City College of San Francisco 1965 — 1968
AA, General Education
Bank of the Orient January 2014 - Present
San Mateo County Transit District April 2013 - October 2013
Institute for Medical Quality April 2002 - April 2013
Skills
Office Management, Administrative Support, Office Administration, QuickBooks, Outlook, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Customer Service, Data Entry, PowerPoint, Budgets, Research, Spreadsheets, Inventory Management, Travel Arrangements, Invoicing, Administrative...
Education
San Francisco State University 2002 — 2006
Bachelor of Science, Business Management
Wells Fargo June 2013 - Present
A2Q2 April 2012 - June 2013
Sagent Management June 2010 - March 2012
Bank of the Orient July 2009 - August 2009
UC Berkeley June 2009 - July 2009
Skills
Financial Accounting, Start-ups, Analysis, General Ledger, Financial Statements, Sarbanes-Oxley, Financial Reporting, Internal Controls, Internal Audit, Finance, Forecasting, QuickBooks
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S. Business Administration
The University of Hong Kong
Bank of the Orient July 2002 - Present
Vitasoy USA Inc. August 2000 - July 2002
Fusion Medical Technologies May 2000 - August 2000
Marine Terminals Corporation 1989 - 2000
Education
San Francisco State University 1994 — 1996
Certification, Human Resources Management
San Francisco State University
Bachelors, Chinese
Chase April 2013 - Present
TMC Financing November 2010 - April 2013
East West Bank January 2010 - May 2010
East West Bank (formerly United Commercial Bank) March 2009 - January 2010
United Commercial Bank January 2006 - March 2009
United Commercial Bank January 2002 - January 2005
United Commercial Bank September 2000 - December 2001
Bank of the Orient January 1999 - September 2000
HELLER FINANCIAL, INC January 1997 - January 1998
FORD MOTOR CREDIT CO January 1995 - January 1997
Skills
Underwriting, Credit, Loans, Banking, Small Business Lending, Valuation, Cash Flow, Real Estate, Financial Analysis, Due Diligence, Credit Analysis, Asset Management, Portfolio Management, Risk Management, Commercial Banking, Customer Relations, Negotiation, Financial Reporting, Commercial Lending, Compliance, Debt, Strategic Planning, Excel, Risk, Microsoft Office, Credit Risk, Problem Solving, Analysis, Loan Structuring, Word, Team Building, Mortgage Lending, Mortgage, Real Estate Finance, Real Estate Financing, Salesforce, Box
Education
Central Michigan University
Bachelor of Science, Business Administration; Organizational Administration
First Republic Bank August 2013 - Present
First Republic Bank January 2010 - May 2013
Bank of the Orient November 2007 - December 2009
Wells Fargo Bank May 2002 - April 2006
Bank of America August 1999 - May 2002
Travel House Inc. August 1997 - July 1999
Malaysia Airlines February 1992 - June 1996
Skills
Banking, Loans, Credit, Risk Management, Commercial Lending, Commercial Banking, Mortgage Lending, Due Diligence, Retail Banking, AML, Fraud, Travel, Financial Services
Education
University of California, Berkeley 2015 — 2017
Bachelor’s Degree, Legal Studies, General
College of San Mateo 2012 — 2015
Associate's Degree
St. Cecilia Convent Secondary School
High School
Estacada Neighborhood Volunteers April 2009 - Present
Heaven Can Wait May 2001 - Present
Seterus, IBM August 2010 - January 2015
Seterus, IBM August 2010 - February 2013
US Bank December 2006 - April 2009
US Bank May 2001 - December 2006
Bank of the West May 1997 - May 2001
Bank of the Orient August 1993 - May 1997
Citibank September 1985 - August 1993
Citibank September 1985 - June 1989
Skills
Loans, Leadership, Loan Origination, Management, Commercial Lending, Portfolio Management, Business Process, Budgets, Start-ups, Customer Service, Real Estate, Insurance, Deposits, Loan Servicing, System Administration, Time Management, Account Reconciliation, Auditing, Credit, Mortgage Lending
Education
California State University-East Bay 1993 — 1995
MS, Educational Psychology
California State University-East Bay 1990 — 1993
BS, Industrial Psychology
MUFG Union Bank, N.A. January 2014 - Present
Union Bank January 2012 - January 2014
Union Bank July 2007 - December 2011
Bank of the Orient April 2005 - June 2007
DMG & Partners Securities September 1994 - September 2001
Skills
Risk Management, Bank Secrecy Act, AML, OFAC, Banking, Fraud Detection, Due Diligence, KYC, USA PATRIOT Act, Risk Assessment, Securities, Internal Audit, Anti Money Laundering, Investment Banking, Compliance, Stockbroking, Vendor Management, Financial Risk, Fraud
Education
Saint Mary's University 1991 — 1994
Bachelor, Economics and Human Resource Management
Bank of the West March 2011 - Present
Bank of the Orient December 2007 - February 2011
United Commercial Bank April 2001 - November 2007
Skills
Risk Management
Education
University of California, Berkeley 1992 — 1995
BS
Pacific Coast Banking School - UW Seattle
Graduate Banking School
U.S. Bank June 2012 - Present
U.S. Bank January 2011 - June 2012
Bank of the Orient March 2009 - December 2010
Bank of America January 2005 - February 2009
Bank of America January 2004 - January 2005
Tamalpais Bank January 2003 - January 2004
Bank of America, NT&SA January 1999 - January 2003
Bank of America, NT&SA January 1997 - January 1999
Skills
Banking, Credit, Loans, Commercial Lending, Microsoft Office, Customer Relations, Finance, Customer Service, Mortgage Lending, Portfolio Management, Refinance, Residential Mortgages
Education
City College of San Francisco 1982 — 1985
Business Administration and Management, General
MUFG Union Bank, N.A. December 2011 - Present
Bank of the Orient July 2001 - November 2011
East West Bank July 1997 - July 2001
Skills
Credit, Banking, Risk Management, Treasury Management, Loans, Commercial Banking, Commercial Lending, Financial Services, Finance
Education
San Francisco State University
MBA, Finance
University of California, Berkeley
Accounting
Sun Yat-Sen University, School of Physics and Engineering
BS, Computer Science Engineering
Bank of the Orient April 2012 - August 2014
Gateway Bank FSB December 2010 - August 2011
City College of San Francisco September 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Photoshop, Autodesk Software, InDesign, After Effects, Autodesk Maya, Perspective Drawings, Figure Drawing, Background Art, 2D art, 3D Modeling, Computer Animation, Character Animation, Stop Motion, Traditional Animation
Education
Academy of Art University 2012 — 2016
Bachelor of Fine Arts (BFA), 3D Animation and Environmental Modeling
Art Institute of San Francisco 2011 — 2012
Media Arts and Animation
City College of San Francisco 2010 — 2012
Bank of the Orient Chief Financial OfficerMetro United BankApril 2010 - November 2012
Education
California State University, Los Angeles - College of Business and Economics
Bank of the Orient May 1990 - Present
Skills
Banking, Retail Banking, Relationship Management, Management, Customer Service
Education
San Francisco State University
Business Administration with Information Computing Systems
UC Berkeley March 2014 - Present
UC Berkeley January 2013 - May 2013
Bank of the Orient May 2012 - August 2012
City and County of San Francisco May 2011 - August 2011
Skills
Python, Java, Mandarin, Cantonese, Google Docs, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Event Planning, Social Media, Community Outreach, Nonprofits
Education
University of California, Berkeley 2011 — 2015
Renew Financial April 2015 - Present
East West Bank May 2013 - Present
Bank of the Orient December 2009 - December 2011
Education
San Francisco State University
Psychology
University of California, Berkeley