City National Bank
Industry: California
DescriptionCity National Bank is a bank holding company headquartered at City National Plaza in Los Angeles, California. CNB is a subsidiary of the Toronto-based Royal Bank of Canada and it is the 37th largest bank in the United States as of March 31, 2018. Headquarters: Beverly Hills, California, United States CEO: Russell Goldsmith (Oct 1995–) Parent organization: Royal Bank of Canada President: Christopher J Warmuth Total assets: 48.8 billion USD Subsidiaries: City National Rochdale, LLC,
City National Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at City National Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,130 City National Bank employees in database. Find out everything there's to know about City National Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
City National Bank Employees
Employee
Years
Job
Industry
Joe Morgan, CFA, CFP® Wealth Manager Joe Morgan, CFA, CFP® Wealth Manager's City National Bank Experience 2003 - 2004
Job Achieving Financial Clarity
Industry Financial Services
Experience
JWM Wealth Management, LLC 2015 - Present
Silicon Valley Bank 2008 - 2014
Silicon Valley Bank 2004 - 2008
City National Bank 2003 - 2004
Seneca Capital Management 1995 - 2002
Eagle Management & Trust 1993 - 1994
Ibbotson Associates 1993 - 1994
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Financial Markets, Finance, Financial Modeling, Financial Services, Cash Management, Securities, Treasury Services, Liquidity, Management, Leadership, Market Risk, Financial Advisory, Financial Analysis, Financial Structuring, Strategy, Investment Strategies, Manager Evaluation, Equities
Education
Texas A&M University 1991 — 1993
Master of Science (M.S.), Finance
Texas A&M University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Kingwood High School 1984 — 1987
JWM Wealth Management, LLC 2015 - Present
Silicon Valley Bank 2008 - 2014
Silicon Valley Bank 2004 - 2008
City National Bank 2003 - 2004
Seneca Capital Management 1995 - 2002
Eagle Management & Trust 1993 - 1994
Ibbotson Associates 1993 - 1994
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Financial Markets, Finance, Financial Modeling, Financial Services, Cash Management, Securities, Treasury Services, Liquidity, Management, Leadership, Market Risk, Financial Advisory, Financial Analysis, Financial Structuring, Strategy, Investment Strategies, Manager Evaluation, Equities
Education
Texas A&M University 1991 — 1993
Master of Science (M.S.), Finance
Texas A&M University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Kingwood High School 1984 — 1987
David Johnson, MBA David Johnson, MBA's City National Bank Experience July 2002 - July 2003
Job Regulatory Compliance at Gila River Gaming Enterprises, Inc
Industry Gambling & Casinos
Experience
Gila River Gaming Enterprises, Inc July 2010 - Present
Continental Federal Credit Union June 2005 - December 2009
PREMIER AMERICA CREDIT UNION September 2003 - January 2005
CITY NATIONAL BANK July 2002 - July 2003
Wells Fargo Bank June 2000 - July 2002
Skills
Credit, Call Center, Executive Management, Human Resources, File Management, Budgets, Temporary Placement, Performance Management, Financial Analysis, Customer Service, Sales, Marketing, Software Documentation, Auditing, Outlook, Call Centers, Change Management, Customer Satisfaction, Management, Operations Management, Training, Leadership, Strategic Planning, Team Building
Education
University of Phoenix 2000 — 2002
MBA, Global Management
Southern Oregon University 1996 — 2000
BA, International Studies
Ashland Senior High 1984 — 1987
Diploma, College Prepatory
Gila River Gaming Enterprises, Inc July 2010 - Present
Continental Federal Credit Union June 2005 - December 2009
PREMIER AMERICA CREDIT UNION September 2003 - January 2005
CITY NATIONAL BANK July 2002 - July 2003
Wells Fargo Bank June 2000 - July 2002
Skills
Credit, Call Center, Executive Management, Human Resources, File Management, Budgets, Temporary Placement, Performance Management, Financial Analysis, Customer Service, Sales, Marketing, Software Documentation, Auditing, Outlook, Call Centers, Change Management, Customer Satisfaction, Management, Operations Management, Training, Leadership, Strategic Planning, Team Building
Education
University of Phoenix 2000 — 2002
MBA, Global Management
Southern Oregon University 1996 — 2000
BA, International Studies
Ashland Senior High 1984 — 1987
Diploma, College Prepatory
Anila Hoxha Anila Hoxha's City National Bank Experience 2015 - Present
Job at
Industry Banking
Experience
City National Bank 2015 - Present
Skills
Litigation, Legal Assistance, Legal Research, Corporate Law, Civil Litigation, International Law, Legal Writing, Commercial Litigation
Education
Universiteti i Tiranës
City National Bank 2015 - Present
Skills
Litigation, Legal Assistance, Legal Research, Corporate Law, Civil Litigation, International Law, Legal Writing, Commercial Litigation
Education
Universiteti i Tiranës
Steven Sloan Steven Sloan's City National Bank Experience October 1984 - August 2011
Job Division Manager / Commercial Banking
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo September 2011 - September 2014
City National Bank October 1984 - August 2011
Skills
Loans, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Banking, Financial Analysis, Commercial Lending, Investments, Asset Based Lending, Financial Modeling, Corporate Finance, Middle Market, Underwriting, Cash Management
Education
Anderson School at UCLA 1989 — 1992
MBA, Business
University of California, Santa Barbara 1979 — 1984
BA, Economics
Wells Fargo September 2014 - Present
Wells Fargo September 2011 - September 2014
City National Bank October 1984 - August 2011
Skills
Loans, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Banking, Financial Analysis, Commercial Lending, Investments, Asset Based Lending, Financial Modeling, Corporate Finance, Middle Market, Underwriting, Cash Management
Education
Anderson School at UCLA 1989 — 1992
MBA, Business
University of California, Santa Barbara 1979 — 1984
BA, Economics
Dillon Ceglio's City National Bank Experience August 2013 - Present
Job Co Founder at Original GRIT LLC
Industry Banking
Experience
Original GRIT LLC June 2014 - Present
City National Bank August 2013 - Present
Gale Brewer for Manhattan Borough President June 2013 - August 2013
HSG Campaigns January 2013 - May 2013
California Strategies September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Social Media, Leadership, Consulting, Social Media Consulting, Innovation Consulting, Social Media Strategist, Strategic Consulting, Social Media Advertising, Customer Service, Innovation, Political Consulting, Social Media Marketing, Innovation Development, Strategic Planning, Microsoft Word, Financial Analysis, Sales, Outlook, Marketing, Teamwork, Access, Time Management, Event Planning, Finance, Political Science, Political Campaigns, Political Economy, Data Analysis, Construction, Fundraising, Spanish, Market Research, Team Leadership, Entrepreneurship, Event Management, Strategy, Community Outreach, Basketball, Financial Accounting, Financial Audits, Financial Markets, Powerlifting, Tax Preparation
Education
University of Southern California, Dana & David Dornsife College of Letters, Arts & Sciences 2011 — 2013
Bachelor of Arts, Political Science
Union County College 2009 — 2011
Associates, Business
St. Peter's Preparatory School 2005 — 2008
Original GRIT LLC June 2014 - Present
City National Bank August 2013 - Present
Gale Brewer for Manhattan Borough President June 2013 - August 2013
HSG Campaigns January 2013 - May 2013
California Strategies September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Social Media, Leadership, Consulting, Social Media Consulting, Innovation Consulting, Social Media Strategist, Strategic Consulting, Social Media Advertising, Customer Service, Innovation, Political Consulting, Social Media Marketing, Innovation Development, Strategic Planning, Microsoft Word, Financial Analysis, Sales, Outlook, Marketing, Teamwork, Access, Time Management, Event Planning, Finance, Political Science, Political Campaigns, Political Economy, Data Analysis, Construction, Fundraising, Spanish, Market Research, Team Leadership, Entrepreneurship, Event Management, Strategy, Community Outreach, Basketball, Financial Accounting, Financial Audits, Financial Markets, Powerlifting, Tax Preparation
Education
University of Southern California, Dana & David Dornsife College of Letters, Arts & Sciences 2011 — 2013
Bachelor of Arts, Political Science
Union County College 2009 — 2011
Associates, Business
St. Peter's Preparatory School 2005 — 2008
Jason Salit Jason Salit's City National Bank Experience October 2014 - Present
Job Vice President, Technology and Venture Capital Banking Group at City National Bank
Industry Banking
Experience
City National Bank October 2014 - Present
Silicon Valley Bank October 2012 - October 2014
Ernst & Young September 2010 - October 2012
Skills
CPA, Structured Finance, Venture Financing, Commercial Banking, Financial Analysis, Financial Modeling, Due Diligence
Education
The University of Texas at Austin 2009 — 2010
Master in Professional Accounting (MPA), Financial Reporting & Assurance
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
City National Bank October 2014 - Present
Silicon Valley Bank October 2012 - October 2014
Ernst & Young September 2010 - October 2012
Skills
CPA, Structured Finance, Venture Financing, Commercial Banking, Financial Analysis, Financial Modeling, Due Diligence
Education
The University of Texas at Austin 2009 — 2010
Master in Professional Accounting (MPA), Financial Reporting & Assurance
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Mariko Plumlee Mariko Plumlee's City National Bank Experience July 2014 - Present
Job Vice President / Senior Private Banker, Relationship Management, Customized Credit and Wealth Management Solutions
Industry Financial Services
Experience
City National Bank July 2014 - Present
Wells Fargo Bank July 2008 - July 2014
Wells Fargo Bank December 2007 - July 2008
Wells Fargo Bank April 2007 - December 2007
Wells Fargo Bank July 2006 - April 2007
Wells Fargo Bank April 2004 - July 2006
Wells Fargo Bank April 2002 - April 2004
Wells Fargo Bank October 2001 - April 2002
Wells Fargo Bank April 2001 - October 2001
Wells Fargo Bank February 1997 - April 2001
Skills
Banking, Series 7, Wealth Management, Credit, Mortgage Lending, Private Banking, Loans, Finance, Underwriting, Commercial Banking, Credit Analysis, Small Business Lending, Relationship Management, Insurance, Loan Origination, Retail Banking, Deposits, Portfolio Management, Cash Management, Life Insurance, Financial Services, Wealth Management..., Branch Management, Wealth, Sales Management, High Net Worth..., Cross Selling, Sales, Home Equity Lines of..., Commercial Lending, Residential Mortgages, Commercial Mortgages, Financial Analysis
Education
UCLA Extension 2014 — 2015
Personal Financial Planning Certificate
University of California, Los Angeles
City National Bank July 2014 - Present
Wells Fargo Bank July 2008 - July 2014
Wells Fargo Bank December 2007 - July 2008
Wells Fargo Bank April 2007 - December 2007
Wells Fargo Bank July 2006 - April 2007
Wells Fargo Bank April 2004 - July 2006
Wells Fargo Bank April 2002 - April 2004
Wells Fargo Bank October 2001 - April 2002
Wells Fargo Bank April 2001 - October 2001
Wells Fargo Bank February 1997 - April 2001
Skills
Banking, Series 7, Wealth Management, Credit, Mortgage Lending, Private Banking, Loans, Finance, Underwriting, Commercial Banking, Credit Analysis, Small Business Lending, Relationship Management, Insurance, Loan Origination, Retail Banking, Deposits, Portfolio Management, Cash Management, Life Insurance, Financial Services, Wealth Management..., Branch Management, Wealth, Sales Management, High Net Worth..., Cross Selling, Sales, Home Equity Lines of..., Commercial Lending, Residential Mortgages, Commercial Mortgages, Financial Analysis
Education
UCLA Extension 2014 — 2015
Personal Financial Planning Certificate
University of California, Los Angeles
Judith Lu Judith Lu's City National Bank Experience May 2011 - July 2014
Job Managing Director at Miracle Mile Advisors LLC, an Independent Investment Advisory Firm
Industry Financial Services
Experience
Miracle Mile Advisors July 2014 - Present
City National Bank May 2011 - July 2014
UBS AG February 2002 - April 2010
Deloitte & Touche LLP January 1998 - June 1999
Skills
Private Banking, Wealth Management, Wealth Management..., Asset Allocation, Investment Advisory, Structured Finance, Asset Management, Banking, Fixed Income, Investment Banking, Capital Markets, Series 7, Mandarin, Strategic Financial..., Latin America, Portuguese, French, Financial Planning, Multi-generational..., Conversational Italian, Asset Protection, Fluent English, Fluent Mandarin Chinese, Fluent Spanish, Conversational French, Conversational..., Private Wealth..., International private...
Education
Thunderbird School of Global Management 1999 — 2001
International MBA
University of California, Los Angeles 1992 — 1996
B.A., World Arts and Cultures/Business Administration
Miracle Mile Advisors July 2014 - Present
City National Bank May 2011 - July 2014
UBS AG February 2002 - April 2010
Deloitte & Touche LLP January 1998 - June 1999
Skills
Private Banking, Wealth Management, Wealth Management..., Asset Allocation, Investment Advisory, Structured Finance, Asset Management, Banking, Fixed Income, Investment Banking, Capital Markets, Series 7, Mandarin, Strategic Financial..., Latin America, Portuguese, French, Financial Planning, Multi-generational..., Conversational Italian, Asset Protection, Fluent English, Fluent Mandarin Chinese, Fluent Spanish, Conversational French, Conversational..., Private Wealth..., International private...
Education
Thunderbird School of Global Management 1999 — 2001
International MBA
University of California, Los Angeles 1992 — 1996
B.A., World Arts and Cultures/Business Administration
Ryan Develle's City National Bank Experience July 2015 - Present
Job Credit Analyst at City National Bank
Industry
Experience
City National Bank July 2015 - Present
Texas Christian University August 2012 - May 2015
Texas Christian University February 2012 - May 2015
Pasadena Tournament of Roses October 2014 - January 2015
Girardi & Keese June 2010 - August 2014
NCAA April 2014 - April 2014
Pasadena Tournament of Roses December 2013 - January 2014
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Loyola High School 2007 — 2011
City National Bank July 2015 - Present
Texas Christian University August 2012 - May 2015
Texas Christian University February 2012 - May 2015
Pasadena Tournament of Roses October 2014 - January 2015
Girardi & Keese June 2010 - August 2014
NCAA April 2014 - April 2014
Pasadena Tournament of Roses December 2013 - January 2014
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Loyola High School 2007 — 2011
Greg Ruth, CFA Greg Ruth, CFA's City National Bank Experience April 2014 - May 2015
Job Director, Project Finance @ AMS
Industry Real Estate
Experience
Advanced Microgrid Solutions May 2015 - Present
City National Bank April 2014 - May 2015
GAR Consulting September 2012 - March 2014
SOLON Corporation June 2011 - July 2012
SunPower Corporation June 2010 - May 2011
Bloom Energy June 2009 - August 2009
The JBG Companies April 2004 - December 2007
Overseas Private Investment Corporation January 2003 - December 2003
Skills
Investments, Project Finance, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Excel, Microsoft Office, Negotiation, Energy, Analysis, Private Equity, Real Estate Transactions, Real Estate Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA, Energy Finance
CFA Institute 2004 — 2007
CFA, Finance
Stanford University 1998 — 2002
BA, Science, Technology & Society
Advanced Microgrid Solutions May 2015 - Present
City National Bank April 2014 - May 2015
GAR Consulting September 2012 - March 2014
SOLON Corporation June 2011 - July 2012
SunPower Corporation June 2010 - May 2011
Bloom Energy June 2009 - August 2009
The JBG Companies April 2004 - December 2007
Overseas Private Investment Corporation January 2003 - December 2003
Skills
Investments, Project Finance, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Excel, Microsoft Office, Negotiation, Energy, Analysis, Private Equity, Real Estate Transactions, Real Estate Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA, Energy Finance
CFA Institute 2004 — 2007
CFA, Finance
Stanford University 1998 — 2002
BA, Science, Technology & Society
Rafael Covarrubias Rafael Covarrubias's City National Bank Experience January 1989 - January 1990
Job Owner, COVARRUBIAS Insurance Agency
Industry Insurance
Experience
Farmers Insurance Group February 2009 - Present
AT&T- Government & Education September 2004 - February 2009
SBC January 1994 - September 2004
Pacific Bell June 1990 - January 1994
City National Bank January 1989 - January 1990
Bank of the West January 1985 - January 1989
First Interstate Bank of California January 1981 - January 1985
Skills
Home Insurance, Renters Insurance, RV Insurance, Telecommunications, Customer Satisfaction, Workers compensation..., Business Insurance, Homeowners, Casualty, Sales Operations, Insurance, Sales, Workers' Compensation..., Marketing Strategy, Training, RV, Management, Budgets, Employee Benefits, Networking, Finance, Cold Calling, Call Centers, Account Management, Selling, Customer Retention, Direct Sales, Salesforce.com, Product Marketing, Retail, Solution Selling, Sales Management, Sales Process, Leadership, Strategy, New Business Development, Managed Services, Sales Presentations, Small Business, Pricing
Education
UCLA Anderson School of Management 1980 — 1982
MBA, Finance/Marketing
University of California 1980 — 1982
BA, Economics and Social Science
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
MBA, Finance and Marketing
University of California, Irvine 1976 — 1980
BA, Economics
Farmers Insurance Group February 2009 - Present
AT&T- Government & Education September 2004 - February 2009
SBC January 1994 - September 2004
Pacific Bell June 1990 - January 1994
City National Bank January 1989 - January 1990
Bank of the West January 1985 - January 1989
First Interstate Bank of California January 1981 - January 1985
Skills
Home Insurance, Renters Insurance, RV Insurance, Telecommunications, Customer Satisfaction, Workers compensation..., Business Insurance, Homeowners, Casualty, Sales Operations, Insurance, Sales, Workers' Compensation..., Marketing Strategy, Training, RV, Management, Budgets, Employee Benefits, Networking, Finance, Cold Calling, Call Centers, Account Management, Selling, Customer Retention, Direct Sales, Salesforce.com, Product Marketing, Retail, Solution Selling, Sales Management, Sales Process, Leadership, Strategy, New Business Development, Managed Services, Sales Presentations, Small Business, Pricing
Education
UCLA Anderson School of Management 1980 — 1982
MBA, Finance/Marketing
University of California 1980 — 1982
BA, Economics and Social Science
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
MBA, Finance and Marketing
University of California, Irvine 1976 — 1980
BA, Economics
Diane Wakefield's City National Bank Experience April 2015 - Present
Job Senior Vice President and Private Client Advisor at City National Bank
Industry Financial Services
Experience
City National Bank April 2015 - Present
U.S. Trust August 2010 - April 2015
Deutsche Bank Private Wealth Management October 2006 - July 2010
Premier Banking & Investment;Bank of America March 2003 - November 2006
Charles Schwab & Co., Inc. March 1999 - October 2002
Skills
Portfolio Management, Asset Allocation, Private Banking, Wealth Management..., Series 7, Alternative Investments, Fixed Income, Strategic Financial..., Uniform Combined State..., Trust Services, Private Equity, Relationship Management, Loans, Mortgage Lending, Real Estate, Investments, Investment Management, Asset Management, Banking, Financial Services, Risk Management
Education
Wharton School, University of Pennsylvania
Haas School of Business, UC Berkeley
Stephen F. Austin State University 1994 — 1997
City National Bank April 2015 - Present
U.S. Trust August 2010 - April 2015
Deutsche Bank Private Wealth Management October 2006 - July 2010
Premier Banking & Investment;Bank of America March 2003 - November 2006
Charles Schwab & Co., Inc. March 1999 - October 2002
Skills
Portfolio Management, Asset Allocation, Private Banking, Wealth Management..., Series 7, Alternative Investments, Fixed Income, Strategic Financial..., Uniform Combined State..., Trust Services, Private Equity, Relationship Management, Loans, Mortgage Lending, Real Estate, Investments, Investment Management, Asset Management, Banking, Financial Services, Risk Management
Education
Wharton School, University of Pennsylvania
Haas School of Business, UC Berkeley
Stephen F. Austin State University 1994 — 1997
Vanessa G Vasquez's City National Bank Experience September 2015 - Present
Job Consumer Credit Officer at City National Bank, Secretary and Events Chair at Yale Club of LA
Industry Banking
Experience
City National Bank September 2015 - Present
City National Bank July 2012 - August 2015
Dominguez Rancho Adobe Museum September 2010 - July 2012
City National Bank June 2011 - June 2012
Natural History Museum of Los Angeles County October 2009 - July 2011
City National Bank December 2010 - June 2011
Los Angeles County Museum of Art September 2010 - December 2010
Natural History Museum of Los Angeles County June 2010 - August 2010
Dominguez Rancho Adobe Museum September 2009 - August 2010
Los Angeles County Museum of Art January 2010 - April 2010
Skills
Community Outreach, Research, Nonprofits, Social Media, Private Banking, Wealth Management, Public Speaking, Newsletters, High Net Worth..., Financial Analysis, Investments, Event Planning, Event Management, Volunteer Management, Training, Spanish, Microsoft Excel, Public Relations, Facebook, Museums, Microsoft Office, Grants, Program Management, Data Entry, History, Management, PowerPoint, Grant Writing, Banking, Editing, Fundraising, Finance, Non-profits
Education
Yale University
BA, Biological Anthropology
UCLA Extension
Business
American Bankers Association
South Gate Senior High
High School Diploma
City National Bank September 2015 - Present
City National Bank July 2012 - August 2015
Dominguez Rancho Adobe Museum September 2010 - July 2012
City National Bank June 2011 - June 2012
Natural History Museum of Los Angeles County October 2009 - July 2011
City National Bank December 2010 - June 2011
Los Angeles County Museum of Art September 2010 - December 2010
Natural History Museum of Los Angeles County June 2010 - August 2010
Dominguez Rancho Adobe Museum September 2009 - August 2010
Los Angeles County Museum of Art January 2010 - April 2010
Skills
Community Outreach, Research, Nonprofits, Social Media, Private Banking, Wealth Management, Public Speaking, Newsletters, High Net Worth..., Financial Analysis, Investments, Event Planning, Event Management, Volunteer Management, Training, Spanish, Microsoft Excel, Public Relations, Facebook, Museums, Microsoft Office, Grants, Program Management, Data Entry, History, Management, PowerPoint, Grant Writing, Banking, Editing, Fundraising, Finance, Non-profits
Education
Yale University
BA, Biological Anthropology
UCLA Extension
Business
American Bankers Association
South Gate Senior High
High School Diploma
Rich Weiss Rich Weiss's City National Bank Experience November 1999 - May 2010
Job Senior Portfolio Manager at American Century Investments
Industry Financial Services
Experience
American Century Investments May 2010 - Present
City National Bank November 1999 - May 2010
City National Asset Management, Inc November 1999 - May 2010
City National Bank November 1999 - May 2010
Sanwa Bank California January 1994 - January 1999
Vantage Global Advisors January 1991 - January 1994
TSA Capital Management January 1987 - January 1991
PaineWebber Group, Inc January 1986 - January 1987
Mellon Bank Corporation January 1984 - January 1986
Education
The University of Chicago Booth School of Business 1982 — 1984
M.B.A., Fianance and Econometrics
University of Pennsylvania - The Wharton School 1978 — 1982
B.S. in Finance, Finance and Statistics
American Century Investments May 2010 - Present
City National Bank November 1999 - May 2010
City National Asset Management, Inc November 1999 - May 2010
City National Bank November 1999 - May 2010
Sanwa Bank California January 1994 - January 1999
Vantage Global Advisors January 1991 - January 1994
TSA Capital Management January 1987 - January 1991
PaineWebber Group, Inc January 1986 - January 1987
Mellon Bank Corporation January 1984 - January 1986
Education
The University of Chicago Booth School of Business 1982 — 1984
M.B.A., Fianance and Econometrics
University of Pennsylvania - The Wharton School 1978 — 1982
B.S. in Finance, Finance and Statistics
Elise K. Giles Elise K. Giles's City National Bank Experience July 2010 - August 2011
Job Vice President/ Manager
Industry Commercial Real Estate
Experience
Washington Federal Bank April 2014 - Present
Cavalier Real Estate January 2014 - April 2014
Kennedy Wilson April 2013 - December 2013
Sagecrest Ventures, LLC August 2011 - February 2013
Sagecrest Financial August 2011 - February 2013
City National Bank July 2010 - August 2011
First Tennessee Bank October 2003 - August 2010
First Horizon National Corp May 2008 - July 2010
First Horizon Construction Lending October 2003 - May 2008
Guaranty Bank September 2001 - October 2003
Skills
REO Management, Expert Witness, Asset Managment, Residential Homes, Real Estate Economics, REO, Litigation, Loan Origination, Portfolio Management, Credit Analysis, Real Estate, Mortgage Lending, Due Diligence, Underwriting, Loans, Banking, Bankruptcy, Commercial Real Estate, Credit, Disposition, Construction Loans, Commercial Mortgages, Real Estate Financing, Real Estate Transactions, Investment Properties, Capital Markets, Foreclosures, Acquisitions, Investors, Credit Risk, Start-ups, Mergers & Acquisitions, Brokerage, Investments, Financial Structuring, Structured Finance, Debt Restructuring, Syndications, Restructuring, Strategy, Project Finance, Property Management, Finance, Commercial Lending, Asset Based Lending, Real Estate Development, Mortgage Banking, Property, Refinance, Asset Management
Education
American School of Real Estate 2012 — 2013
Salesman License
Trinity University 1996 — 1997
Real Estate Finance
Texas State University-San Marcos 1982 — 1983
Washington Federal Bank April 2014 - Present
Cavalier Real Estate January 2014 - April 2014
Kennedy Wilson April 2013 - December 2013
Sagecrest Ventures, LLC August 2011 - February 2013
Sagecrest Financial August 2011 - February 2013
City National Bank July 2010 - August 2011
First Tennessee Bank October 2003 - August 2010
First Horizon National Corp May 2008 - July 2010
First Horizon Construction Lending October 2003 - May 2008
Guaranty Bank September 2001 - October 2003
Skills
REO Management, Expert Witness, Asset Managment, Residential Homes, Real Estate Economics, REO, Litigation, Loan Origination, Portfolio Management, Credit Analysis, Real Estate, Mortgage Lending, Due Diligence, Underwriting, Loans, Banking, Bankruptcy, Commercial Real Estate, Credit, Disposition, Construction Loans, Commercial Mortgages, Real Estate Financing, Real Estate Transactions, Investment Properties, Capital Markets, Foreclosures, Acquisitions, Investors, Credit Risk, Start-ups, Mergers & Acquisitions, Brokerage, Investments, Financial Structuring, Structured Finance, Debt Restructuring, Syndications, Restructuring, Strategy, Project Finance, Property Management, Finance, Commercial Lending, Asset Based Lending, Real Estate Development, Mortgage Banking, Property, Refinance, Asset Management
Education
American School of Real Estate 2012 — 2013
Salesman License
Trinity University 1996 — 1997
Real Estate Finance
Texas State University-San Marcos 1982 — 1983
Billie Mims Billie Mims's City National Bank Experience July 2001 - February 2008
Job Vice PresidentLending at Austin Bank
Industry Banking
Experience
Austin Bank February 2008 - Present
City National Bank July 2001 - February 2008
Skills
Mortgage Lending, Credit, Credit Analysis, Loans, Banking, Training, Mortgage Banking, Loan Origination
Education
The University of Texas at Austin 1994 — 1994
Completed American Bankers School of Lending
Texas Tech University 1991 — 1992
Completed School of Applied Banking, Banking and Financial Support Services
Kilgore College 1984 — 1987
Banking
Austin Bank February 2008 - Present
City National Bank July 2001 - February 2008
Skills
Mortgage Lending, Credit, Credit Analysis, Loans, Banking, Training, Mortgage Banking, Loan Origination
Education
The University of Texas at Austin 1994 — 1994
Completed American Bankers School of Lending
Texas Tech University 1991 — 1992
Completed School of Applied Banking, Banking and Financial Support Services
Kilgore College 1984 — 1987
Banking
Billy O'Grady Billy O'Grady's City National Bank Experience June 2014 - Present
Job Market Manager and Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank June 2014 - Present
Silicon Valley Bank February 2014 - June 2014
Silicon Valley Bank February 2008 - February 2014
PETCO Animal Supplies, Inc. February 2007 - February 2008
Text 100 August 2005 - October 2006
Eastman Kodak January 2005 - August 2005
Rochester Red Wings 2003 - 2005
Skills
Social Media, Loans, Portfolio Management, Banking, Public Relations, Leadership, New Business Development, Business Development, Start-ups, Sales, Strategic Planning
Education
St. John Fisher College 2001 — 2005
B.S.
City National Bank June 2014 - Present
Silicon Valley Bank February 2014 - June 2014
Silicon Valley Bank February 2008 - February 2014
PETCO Animal Supplies, Inc. February 2007 - February 2008
Text 100 August 2005 - October 2006
Eastman Kodak January 2005 - August 2005
Rochester Red Wings 2003 - 2005
Skills
Social Media, Loans, Portfolio Management, Banking, Public Relations, Leadership, New Business Development, Business Development, Start-ups, Sales, Strategic Planning
Education
St. John Fisher College 2001 — 2005
B.S.
Andy Ypulong Andy Ypulong's City National Bank Experience June 2014 - Present
Job Assistant Vice PresidentBusiness & Technology ServicesServer, NOC, Network & Voice Engineering at City National Bank
Industry Financial Services
Experience
City National Bank June 2014 - Present
Caesars Entertainment Corporation March 2013 - May 2014
Caesars Entertainment Corporation January 2006 - March 2013
Harrah's Entertainment January 2003 - January 2006
Harrah's Entertainment January 1998 - January 2003
Weiser Lock January 1992 - January 1998
Skills
Hotels, Hospitality Industry, IT Management, Active Directory, Casino, Property Management..., Network Administration, Windows Server, Pre-opening, Citrix, VMware, Symantec Endpoint..., Wyse, Dell PowerEdge Servers, thin clients, Enterprise Mobility, vdi, tablets, windows 8, Application..., Microsoft Technologies, Hospitality, Microsoft Exchange, Disaster Recovery, Networking, Security, Management, Troubleshooting, Vendor Management, Integration, Enterprise Architecture, Servers
Education
University of Arizona
City National Bank June 2014 - Present
Caesars Entertainment Corporation March 2013 - May 2014
Caesars Entertainment Corporation January 2006 - March 2013
Harrah's Entertainment January 2003 - January 2006
Harrah's Entertainment January 1998 - January 2003
Weiser Lock January 1992 - January 1998
Skills
Hotels, Hospitality Industry, IT Management, Active Directory, Casino, Property Management..., Network Administration, Windows Server, Pre-opening, Citrix, VMware, Symantec Endpoint..., Wyse, Dell PowerEdge Servers, thin clients, Enterprise Mobility, vdi, tablets, windows 8, Application..., Microsoft Technologies, Hospitality, Microsoft Exchange, Disaster Recovery, Networking, Security, Management, Troubleshooting, Vendor Management, Integration, Enterprise Architecture, Servers
Education
University of Arizona
Barbara Adam Barbara Adam's City National Bank Experience May 2015 - Present
Job AVP, Associate Relationship Manager at City National Bank
Industry Financial Services
Experience
City National Bank May 2015 - Present
Foundation Bank March 2013 - May 2015
GE Capital Franchise Finance December 2008 - December 2012
GE Capital Franchise Finance June 2000 - December 2008
Skills
Leadership and people..., Process Management, Strong technological..., Collaborative; strong..., Change Management, Commercial Real Estate, Credit, Finance, Loans, Portfolio Management, Risk Management
Education
College of New Rochelle
Bachelor of Science (B.S.), Business Administration
City National Bank May 2015 - Present
Foundation Bank March 2013 - May 2015
GE Capital Franchise Finance December 2008 - December 2012
GE Capital Franchise Finance June 2000 - December 2008
Skills
Leadership and people..., Process Management, Strong technological..., Collaborative; strong..., Change Management, Commercial Real Estate, Credit, Finance, Loans, Portfolio Management, Risk Management
Education
College of New Rochelle
Bachelor of Science (B.S.), Business Administration
Suzanne Huser Suzanne Huser's City National Bank Experience August 1984 - August 1987
Job Owner at Suzanne Huser, Artist
Industry Retail
Experience
Suzanne Huser, Artist May 2008 - Present
Taylor Independent School District August 1992 - May 2007
City National Bank August 1984 - August 1987
Skills
Murals, Canvas, Calligraphy, Storefront painting, Furniture painting..., Painting, Art, Fine Art, Digital Photography, Craft, Ceramic, Portrait Photography, Public Speaking, Photography, Sculpture, Customer Service
Education
Temple College 1970 — 1972
Associate of Arts (AA), Art/Art Studies, General
Temple Junior College 1970 — 1972
AA, Art
Suzanne Huser, Artist May 2008 - Present
Taylor Independent School District August 1992 - May 2007
City National Bank August 1984 - August 1987
Skills
Murals, Canvas, Calligraphy, Storefront painting, Furniture painting..., Painting, Art, Fine Art, Digital Photography, Craft, Ceramic, Portrait Photography, Public Speaking, Photography, Sculpture, Customer Service
Education
Temple College 1970 — 1972
Associate of Arts (AA), Art/Art Studies, General
Temple Junior College 1970 — 1972
AA, Art
Jeanne Reece Jeanne Reece's City National Bank Experience November 1997 - February 2003
Job Global Payroll Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey February 2007 - Present
MBH Solutions April 2006 - August 2006
International Rectifier December 2003 - April 2006
Tetra Tech March 2003 - December 2003
City National Bank November 1997 - February 2003
Skills
FINRA Series 99, Certified Payroll..., Payroll, Management, ADP Payroll, Ceridian, Payroll Taxes, Expense Reports, Kronos, Deferred Compensation, Accounting, Employee Benefits
Education
Towson University
Bachelor's degree, Accounting
University of Phoenix-Southern California Campus
Information Technology
University of Wisconsin-Milwaukee
Bachelor's degree, Social Work
Houlihan Lokey February 2007 - Present
MBH Solutions April 2006 - August 2006
International Rectifier December 2003 - April 2006
Tetra Tech March 2003 - December 2003
City National Bank November 1997 - February 2003
Skills
FINRA Series 99, Certified Payroll..., Payroll, Management, ADP Payroll, Ceridian, Payroll Taxes, Expense Reports, Kronos, Deferred Compensation, Accounting, Employee Benefits
Education
Towson University
Bachelor's degree, Accounting
University of Phoenix-Southern California Campus
Information Technology
University of Wisconsin-Milwaukee
Bachelor's degree, Social Work
William Oakley William Oakley's City National Bank Experience November 2010 - September 2013
Job SVP Real Estate Manager at Bank of Nevada
Industry Banking
Experience
Bank of Nevada October 2013 - Present
City National Bank November 2010 - September 2013
Mutual of Omaha Bank August 2008 - September 2009
First National Bank of Nevada February 2003 - July 2008
Bank of Arizona 1996 - 1998
First Interstate Bank of Arizona 1991 - 1996
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Leadership, Relationship Management, Commercial Business..., Customer Service, Commercial Real Estate..., Complex Loan Structuring, Commercial Real Estate, Banking, Underwriting, Real Estate, Small Business Lending, Credit, Commercial Mortgages, Loans, Treasury Management
Education
University of Arizona 1983 — 1987
Bachelor of Science, Business Administration/Finance
Prescott High School 1980 — 1983
Bank of Nevada October 2013 - Present
City National Bank November 2010 - September 2013
Mutual of Omaha Bank August 2008 - September 2009
First National Bank of Nevada February 2003 - July 2008
Bank of Arizona 1996 - 1998
First Interstate Bank of Arizona 1991 - 1996
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Leadership, Relationship Management, Commercial Business..., Customer Service, Commercial Real Estate..., Complex Loan Structuring, Commercial Real Estate, Banking, Underwriting, Real Estate, Small Business Lending, Credit, Commercial Mortgages, Loans, Treasury Management
Education
University of Arizona 1983 — 1987
Bachelor of Science, Business Administration/Finance
Prescott High School 1980 — 1983
Stephanie McMurry RD, LD's City National Bank Experience June 1994 - December 1995
Job Child Nutrition Program Area Manager at Huntsville City Schools
Industry Government Administration
Experience
Huntsville City Schools September 2012 - Present
Madison City Schools, Madison, AL January 2012 - September 2012
Veterans Administration June 2010 - July 2011
Food Bank of NE NY July 2009 - August 2009
Syracuse University January 2008 - April 2008
Department of Defense Schools, Europe Heidelberg, Germany September 2004 - June 2006
City National Bank June 1994 - December 1995
Bank of America January 1992 - September 1993
Bank of America February 1988 - December 1991
Bank of America March 1987 - September 1987
Skills
ServSafe, Proficient in Diet..., Microsoft Office Suite, Medical Nutrition..., Health Education, Dietetics, Nutrition Education, Health Promotion, Clinical Nutrition, Prevention, Nutritional Counseling, Weight Management, Nutrition, Diabetes, Adults
Education
Syracuse University 2007 — 2009
Bachelor of Science (BS), Nutrition and Dietetics
University of Arkansas at Fayetteville 2006 — 2007
Foods, Nutrition, and Related Services
University of Maryland Europe (Heidelberg) 2004 — 2006
Huntsville City Schools September 2012 - Present
Madison City Schools, Madison, AL January 2012 - September 2012
Veterans Administration June 2010 - July 2011
Food Bank of NE NY July 2009 - August 2009
Syracuse University January 2008 - April 2008
Department of Defense Schools, Europe Heidelberg, Germany September 2004 - June 2006
City National Bank June 1994 - December 1995
Bank of America January 1992 - September 1993
Bank of America February 1988 - December 1991
Bank of America March 1987 - September 1987
Skills
ServSafe, Proficient in Diet..., Microsoft Office Suite, Medical Nutrition..., Health Education, Dietetics, Nutrition Education, Health Promotion, Clinical Nutrition, Prevention, Nutritional Counseling, Weight Management, Nutrition, Diabetes, Adults
Education
Syracuse University 2007 — 2009
Bachelor of Science (BS), Nutrition and Dietetics
University of Arkansas at Fayetteville 2006 — 2007
Foods, Nutrition, and Related Services
University of Maryland Europe (Heidelberg) 2004 — 2006
Susan S. Morse Susan S. Morse's City National Bank Experience May 2002 - January 2005
Job Senior Advisor at Mosaic Financial Partners, Inc.
Industry Financial Services
Experience
Mosaic Financial Partners, Inc. January 2005 - Present
The Bank of San Francisco 2005 - 2012
City National Bank May 2002 - January 2005
MRW & Associates 1986 - 1997
The World Bank 1992 - 1996
Trust Company of the West 1987 - 1991
Prudential Financial 1974 - 1986
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investment Advisory, Retirement Planning, Holistic Financial..., Executive Benefit..., Wealth Preservation..., Business Owner Planning, Retirement Savings, 401k Rollovers, Saving for Education, Gifting Strategies, Financial Advisory, Financial Analysis, Retirement, Investment Management, Investment Strategies, Valuation, Investments
Education
St. Augustine High School
Tufts University
BA, Political Science and Government
Wharton Graduate School
MBA, Finance/Accounting, Graduated with Distinction
Mosaic Financial Partners, Inc. January 2005 - Present
The Bank of San Francisco 2005 - 2012
City National Bank May 2002 - January 2005
MRW & Associates 1986 - 1997
The World Bank 1992 - 1996
Trust Company of the West 1987 - 1991
Prudential Financial 1974 - 1986
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investment Advisory, Retirement Planning, Holistic Financial..., Executive Benefit..., Wealth Preservation..., Business Owner Planning, Retirement Savings, 401k Rollovers, Saving for Education, Gifting Strategies, Financial Advisory, Financial Analysis, Retirement, Investment Management, Investment Strategies, Valuation, Investments
Education
St. Augustine High School
Tufts University
BA, Political Science and Government
Wharton Graduate School
MBA, Finance/Accounting, Graduated with Distinction
Jim Ludwick, CFP® Jim Ludwick, CFP®'s City National Bank Experience 1998 - 2001
Job
Industry Financial Services
Experience
MainStreet Financial Planning, Inc. September 2002 - Present
Garrett Planning Network 2002 - Present
MainStreet Financial Planning, Inc. September 2002 - December 2013
Provisors 1996 - 2010
Rotary Club of Annapolis 2007 - 2008
PNG 1997 - 2007
Fisher Investments, Inc. 2001 - 2002
New West Symphony 1999 - 2001
City National Bank 1998 - 2001
Bank of America 1996 - 1998
Skills
Couples troubled over..., Debt Management, Retirement Planning, Long Term Care, Mutual Funds, Estate Planning, Financial Planning, Securities, Insurance, Fixed Income, ETFs, Annuities, Disability Insurance, Investments, Bonds, IRA's, Retirement, 401k, Wealth Accumulation, Insurance Planning, Financial Planners, Strategic Financial...
Education
University of Minnesota-Twin Cities 1981 — 1983
M Hlth Adm, Hospital Adminstration
Troy University 1976 — 1977
MS Mgt, Business
University of Arizona 1971 — 1973
BS Pub Adm, Finance
MainStreet Financial Planning, Inc. September 2002 - Present
Garrett Planning Network 2002 - Present
MainStreet Financial Planning, Inc. September 2002 - December 2013
Provisors 1996 - 2010
Rotary Club of Annapolis 2007 - 2008
PNG 1997 - 2007
Fisher Investments, Inc. 2001 - 2002
New West Symphony 1999 - 2001
City National Bank 1998 - 2001
Bank of America 1996 - 1998
Skills
Couples troubled over..., Debt Management, Retirement Planning, Long Term Care, Mutual Funds, Estate Planning, Financial Planning, Securities, Insurance, Fixed Income, ETFs, Annuities, Disability Insurance, Investments, Bonds, IRA's, Retirement, 401k, Wealth Accumulation, Insurance Planning, Financial Planners, Strategic Financial...
Education
University of Minnesota-Twin Cities 1981 — 1983
M Hlth Adm, Hospital Adminstration
Troy University 1976 — 1977
MS Mgt, Business
University of Arizona 1971 — 1973
BS Pub Adm, Finance
Steven D. Sefton Steven D. Sefton's City National Bank Experience July 1984 - June 1991
Job President and CEO of Regents Bank
Industry Banking
Experience
Regents Bank May 2012 - Present
Citizens Business Bank June 2008 - May 2012
Mellon 1st Business Bank June 1995 - June 2008
Sanwa Bank June 1991 - June 1995
City National Bank July 1984 - June 1991
Skills
Banking, Credit, Portfolio Management, Loans, Financial Analysis, Strategic Planning, Business Analysis, Negotiation, Coaching, Commercial Lending, New Business Development, Risk Management, Cash Management, Leadership, Small Business, Small Business Lending, Credit Analysis, Entrepreneurship, Commercial Banking, Finance, Investments, Corporate Finance, Management, Real Estate, Financial Modeling
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Finance - Banking
Regents Bank May 2012 - Present
Citizens Business Bank June 2008 - May 2012
Mellon 1st Business Bank June 1995 - June 2008
Sanwa Bank June 1991 - June 1995
City National Bank July 1984 - June 1991
Skills
Banking, Credit, Portfolio Management, Loans, Financial Analysis, Strategic Planning, Business Analysis, Negotiation, Coaching, Commercial Lending, New Business Development, Risk Management, Cash Management, Leadership, Small Business, Small Business Lending, Credit Analysis, Entrepreneurship, Commercial Banking, Finance, Investments, Corporate Finance, Management, Real Estate, Financial Modeling
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (BBA), Finance - Banking
Holli Frank Holli Frank's City National Bank Experience January 1990 - January 2009
Job Vendor Manager at PNC Bank
Industry Banking
Experience
PNC Bank January 2009 - Present
City National Bank January 1990 - January 2009
Skills
Process Improvement, Vendor Management, Banking, Management, Risk Management, Financial Risk, Project Management, Operations Management, Business Process..., Mergers & Acquisitions, Leadership, Team Building, Budgets, Analysis, Program Management, Business Analysis, Account Management, Insurance, Integration
Education
Green High 1983 — 1986
The University of Akron
PNC Bank January 2009 - Present
City National Bank January 1990 - January 2009
Skills
Process Improvement, Vendor Management, Banking, Management, Risk Management, Financial Risk, Project Management, Operations Management, Business Process..., Mergers & Acquisitions, Leadership, Team Building, Budgets, Analysis, Program Management, Business Analysis, Account Management, Insurance, Integration
Education
Green High 1983 — 1986
The University of Akron
Adrian AD Foreman Adrian AD Foreman's City National Bank Experience March 2011 - June 2012
Job Customer Success Advisor at Lanyon
Industry Hospitality
Experience
Lanyon February 2015 - Present
First Advantage October 2013 - February 2015
City National Bank March 2011 - June 2012
Wachovia Bank/ Wells Fargo Bank April 2007 - February 2011
Verizon Information Services/Idearc Media May 2006 - December 2006
Fleet One/SunTrust Bank March 2005 - May 2006
Sprint PCS/Nextel August 2002 - March 2005
WUBT Clear Channel Radio September 2002 - January 2004
Merrill Lynch & Company May 1998 - August 2001
Skills
New Business Development, Sales, Marketing, Credit, Customer Service, B2B, Commercial Banking, Lotus Notes, Sales Operations, Strategy, Advertising, Product Marketing, Finance, Loans, Banking, Salesforce.com, Account Management, Relationship Management, Direct Sales, Business Planning, Insurance, Coaching, Customer Retention, Cold Calling, Customer Satisfaction
Education
Tennessee State University 1998 — 2004
Bachelor of Science, Communications & Sociology
Lanyon February 2015 - Present
First Advantage October 2013 - February 2015
City National Bank March 2011 - June 2012
Wachovia Bank/ Wells Fargo Bank April 2007 - February 2011
Verizon Information Services/Idearc Media May 2006 - December 2006
Fleet One/SunTrust Bank March 2005 - May 2006
Sprint PCS/Nextel August 2002 - March 2005
WUBT Clear Channel Radio September 2002 - January 2004
Merrill Lynch & Company May 1998 - August 2001
Skills
New Business Development, Sales, Marketing, Credit, Customer Service, B2B, Commercial Banking, Lotus Notes, Sales Operations, Strategy, Advertising, Product Marketing, Finance, Loans, Banking, Salesforce.com, Account Management, Relationship Management, Direct Sales, Business Planning, Insurance, Coaching, Customer Retention, Cold Calling, Customer Satisfaction
Education
Tennessee State University 1998 — 2004
Bachelor of Science, Communications & Sociology
Adam Sacks Adam Sacks's City National Bank Experience April 2013 - Present
Job Vice President Relationship Manger II at City National Bank
Industry Financial Services
Experience
City National Bank April 2013 - Present
Citibank January 2012 - April 2013
JPMorgan Chase 2009 - November 2011
Wachovia, A Wells Fargo Company July 2007 - August 2009
Wells Fargo November 2005 - July 2007
Education
University of Arizona, Eller College of Management 2000 — 2004
bachelors, business management and entrepreneurship
Agoura High School 1996 — 2000
City National Bank April 2013 - Present
Citibank January 2012 - April 2013
JPMorgan Chase 2009 - November 2011
Wachovia, A Wells Fargo Company July 2007 - August 2009
Wells Fargo November 2005 - July 2007
Education
University of Arizona, Eller College of Management 2000 — 2004
bachelors, business management and entrepreneurship
Agoura High School 1996 — 2000
Sricharan Onteddu Sricharan Onteddu's City National Bank Experience February 2007 - October 2007
Job Senior Business Analyst
Industry Information Technology and Services
Experience
NetApp October 2011 - Present
Mindteck November 2007 - September 2011
Pennsylvania Department of Education (Mindteck) March 2010 - August 2011
Hewlett-Packard (Mindteck) November 2009 - March 2010
Hewlett Packard (Mindteck) January 2009 - October 2009
Commonwealth of Pennsylvania (Mindteck) November 2007 - November 2008
City National Bank February 2007 - October 2007
Mezztech Systems Ltd August 2002 - May 2004
Skills
Requirements Analysis, Project Management, Requirements Gathering, Business Analysis, Integration, User Acceptance Testing, Business Process..., Software Documentation, Data Migration, Business Requirements, SharePoint, Quality Center, Agile Methodologies, Test Management, Test Cases, SAP, Quality Assurance, PL/SQL, System Testing, SAP CRM, CRM, Proposal Writing, Requirements Management, Process Engineering, Use Case Diagrams, PDM, HP Quality Center
Education
University of Central Arkansas 2005 — 2006
MBA, Business Administration and Management
University of Colorado at Boulder 2004 — 2005
MBA, Business Administration & Management
Sri Venkateswara University 1998 — 2002
B.Tech, Electronics & Communications
NetApp October 2011 - Present
Mindteck November 2007 - September 2011
Pennsylvania Department of Education (Mindteck) March 2010 - August 2011
Hewlett-Packard (Mindteck) November 2009 - March 2010
Hewlett Packard (Mindteck) January 2009 - October 2009
Commonwealth of Pennsylvania (Mindteck) November 2007 - November 2008
City National Bank February 2007 - October 2007
Mezztech Systems Ltd August 2002 - May 2004
Skills
Requirements Analysis, Project Management, Requirements Gathering, Business Analysis, Integration, User Acceptance Testing, Business Process..., Software Documentation, Data Migration, Business Requirements, SharePoint, Quality Center, Agile Methodologies, Test Management, Test Cases, SAP, Quality Assurance, PL/SQL, System Testing, SAP CRM, CRM, Proposal Writing, Requirements Management, Process Engineering, Use Case Diagrams, PDM, HP Quality Center
Education
University of Central Arkansas 2005 — 2006
MBA, Business Administration and Management
University of Colorado at Boulder 2004 — 2005
MBA, Business Administration & Management
Sri Venkateswara University 1998 — 2002
B.Tech, Electronics & Communications
John Merhaut John Merhaut's City National Bank Experience June 2003 - October 2007
Job Vice President at East West Bank
Industry Banking
Experience
East West Bank July 2015 - Present
Bank Hapoalim July 2014 - July 2015
Community Bank March 2011 - June 2014
U S Bank October 2007 - March 2011
California National Bank October 2007 - March 2011
City National Bank June 2003 - October 2007
Transamerica May 1999 - June 2003
Skills
Commercial Banking, Portfolio Management, Business Development, Loans, Credit, Banking, Underwriting, Commercial Mortgages, Commercial Lending, Asset Based Lending, Small Business, Mortgage Lending, Credit Analysis, Due Diligence, Finance, Management, Credit Risk, Small Business Lending, Consumer Lending, Retail Banking, Cash Management, Loan Origination, Treasury Management, Financial Structuring, Investments, Financial Services, Private Banking, Financial Risk, Risk Management
Education
UCLA Anderson School of Management 1973 — 1975
MS, Operations Research
University of California, Los Angeles 1968 — 1972
BS, Engineering
East West Bank July 2015 - Present
Bank Hapoalim July 2014 - July 2015
Community Bank March 2011 - June 2014
U S Bank October 2007 - March 2011
California National Bank October 2007 - March 2011
City National Bank June 2003 - October 2007
Transamerica May 1999 - June 2003
Skills
Commercial Banking, Portfolio Management, Business Development, Loans, Credit, Banking, Underwriting, Commercial Mortgages, Commercial Lending, Asset Based Lending, Small Business, Mortgage Lending, Credit Analysis, Due Diligence, Finance, Management, Credit Risk, Small Business Lending, Consumer Lending, Retail Banking, Cash Management, Loan Origination, Treasury Management, Financial Structuring, Investments, Financial Services, Private Banking, Financial Risk, Risk Management
Education
UCLA Anderson School of Management 1973 — 1975
MS, Operations Research
University of California, Los Angeles 1968 — 1972
BS, Engineering
Mala Sharma Mala Sharma's City National Bank Experience August 2012 - May 2015
Job Business Development Executive specializing in Entertainment
Industry Music
Experience
Entertainment Consultant May 2015 - Present
Georgia Music Partners July 2010 - Present
City National Bank August 2012 - May 2015
Atlanta Symphony Orchestra January 2011 - August 2012
Brendan O'Brien January 1999 - January 2010
Fifty Seven Records January 1995 - January 1999
DEF AMERICAN RECORDS January 1992 - January 1995
Dog Gone Records 1990 - 1991
Skills
Music Industry, Entertainment, Music, Music Production, Event Management, A&R, Recording, Social Networking, Social Media Marketing, Concerts, Video Production, Studio Recording, Music Licensing, New Business Development, Record Labels, Music Publishing, Publicity, Live Events, Fundraisers, Public Relations, Nonprofits, Relationship Management, Business Development, Video, Department Budgeting, Audio Engineering, Event Planning, Legislative Relations, Pro Tools, Fundraising, Executive Support, Musical Theatre, Television, Corporate Events, Strategic Consulting, Public Speaking, Project Manager, Sponsorship, Strategic Partnerships, fundraising events, Sales and Marketing
Education
The University of Georgia
Bachelor of Arts, Public Relations
Entertainment Consultant May 2015 - Present
Georgia Music Partners July 2010 - Present
City National Bank August 2012 - May 2015
Atlanta Symphony Orchestra January 2011 - August 2012
Brendan O'Brien January 1999 - January 2010
Fifty Seven Records January 1995 - January 1999
DEF AMERICAN RECORDS January 1992 - January 1995
Dog Gone Records 1990 - 1991
Skills
Music Industry, Entertainment, Music, Music Production, Event Management, A&R, Recording, Social Networking, Social Media Marketing, Concerts, Video Production, Studio Recording, Music Licensing, New Business Development, Record Labels, Music Publishing, Publicity, Live Events, Fundraisers, Public Relations, Nonprofits, Relationship Management, Business Development, Video, Department Budgeting, Audio Engineering, Event Planning, Legislative Relations, Pro Tools, Fundraising, Executive Support, Musical Theatre, Television, Corporate Events, Strategic Consulting, Public Speaking, Project Manager, Sponsorship, Strategic Partnerships, fundraising events, Sales and Marketing
Education
The University of Georgia
Bachelor of Arts, Public Relations
Simon Jaud Simon Jaud's City National Bank Experience August 2015 - Present
Job Senior Product Manager, Payments Innovation and Debit Cards at City National Bank
Industry Banking
Experience
City National Bank August 2015 - Present
City National Bank January 2014 - July 2015
City National Bank September 2011 - December 2013
City National Bank December 2010 - June 2011
UCLA DAVID GEFFEN SCHOOL OF MEDICINE September 2010 - December 2010
McKesson May 2010 - August 2010
California State University, Chancellor's Office December 2007 - June 2009
California Bureau of State Audits August 2006 - December 2007
Skills
Financial Analysis, Management, Business Planning, Program Management, Business Process..., Entrepreneurship, Budgets, Banking, Financial Modeling, Business Development, Strategic Planning, Strategy, Investments, Risk Management, Process Improvement, Executive Management, Marketing, Finance, Cross-functional Team..., Operations Management, Marketing Strategy, Research
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Marketing & Finance
University of California, Irvine 1999 — 2006
M.S./Ph.D., Chemical and Material Physics/Biophysical Chemistry
Université de Montréal 1996 — 1999
B.Sc., Chemistry
College Jean-de-Brebeuf 1994 — 1996
D.E.C./B.I., Physical Sciences
City National Bank August 2015 - Present
City National Bank January 2014 - July 2015
City National Bank September 2011 - December 2013
City National Bank December 2010 - June 2011
UCLA DAVID GEFFEN SCHOOL OF MEDICINE September 2010 - December 2010
McKesson May 2010 - August 2010
California State University, Chancellor's Office December 2007 - June 2009
California Bureau of State Audits August 2006 - December 2007
Skills
Financial Analysis, Management, Business Planning, Program Management, Business Process..., Entrepreneurship, Budgets, Banking, Financial Modeling, Business Development, Strategic Planning, Strategy, Investments, Risk Management, Process Improvement, Executive Management, Marketing, Finance, Cross-functional Team..., Operations Management, Marketing Strategy, Research
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Marketing & Finance
University of California, Irvine 1999 — 2006
M.S./Ph.D., Chemical and Material Physics/Biophysical Chemistry
Université de Montréal 1996 — 1999
B.Sc., Chemistry
College Jean-de-Brebeuf 1994 — 1996
D.E.C./B.I., Physical Sciences
Ralph Dickman Ralph Dickman's City National Bank Experience July 2011 - Present
Job VP, Sr Private Client Advisor to Entrepreneurs and Business Owners at City National Bank
Industry Financial Services
Experience
City National Bank July 2011 - Present
Wells Fargo Bank 2006 - January 2011
Wells Fargo 2005 - 2006
Morgan Stanley 2002 - 2005
Quantum 1998 - 2001
Seagate 1995 - 2000
Maxtor 1987 - 2000
Interex 1999 - 1999
Dataquest 1984 - 1990
Mag Media 1982 - 1984
Skills
Portfolio Management, Estate Planning, Business Succession..., Team Leadership, Account Management, P&L responsibility, Commercial Banking, Credit, Banking, Wealth Management, Leadership, Small Business Lending, Sales, Loans, Entrepreneurship, Private Banking, Management, Finance, Commercial Lending, Financial Services, P
Education
Trinity College-Hartford 1968 — 1972
BA, English
City National Bank July 2011 - Present
Wells Fargo Bank 2006 - January 2011
Wells Fargo 2005 - 2006
Morgan Stanley 2002 - 2005
Quantum 1998 - 2001
Seagate 1995 - 2000
Maxtor 1987 - 2000
Interex 1999 - 1999
Dataquest 1984 - 1990
Mag Media 1982 - 1984
Skills
Portfolio Management, Estate Planning, Business Succession..., Team Leadership, Account Management, P&L responsibility, Commercial Banking, Credit, Banking, Wealth Management, Leadership, Small Business Lending, Sales, Loans, Entrepreneurship, Private Banking, Management, Finance, Commercial Lending, Financial Services, P
Education
Trinity College-Hartford 1968 — 1972
BA, English
Matthew Fishman Matthew Fishman's City National Bank Experience April 2015 - August 2015
Job Banking Professional
Industry Banking
Experience
City National Bank April 2015 - August 2015
Arizona Bank & Trust July 2013 - April 2015
First Fidelity Bank October 2010 - July 2013
Home National Bank June 2006 - October 2010
Home National Bank June 2005 - June 2006
Northwestern Mutual June 2004 - January 2005
Skills
Credit Analysis, Financial Analysis, Commercial Lending, Cash Management, Banking, Financial Services, Management, New Business Development, Marketing, Sales Management, Leadership, Sales Process, Finance, Business Development, CRM, Retail, Branch Banking, Loans, Mortgage Lending, Portfolio Management, Credit, Sales, Small Business Lending, Commercial Banking, Loan Origination, Retail Banking, Treasury Management, Customer Service, Investments, Cross Selling, Consumer Lending, Relationship Management, Credit Cards
Education
University of Arizona 2001 — 2005
Bachelor's Degree, Economics
La Costa Canyon High School 1998 — 2001
City National Bank April 2015 - August 2015
Arizona Bank & Trust July 2013 - April 2015
First Fidelity Bank October 2010 - July 2013
Home National Bank June 2006 - October 2010
Home National Bank June 2005 - June 2006
Northwestern Mutual June 2004 - January 2005
Skills
Credit Analysis, Financial Analysis, Commercial Lending, Cash Management, Banking, Financial Services, Management, New Business Development, Marketing, Sales Management, Leadership, Sales Process, Finance, Business Development, CRM, Retail, Branch Banking, Loans, Mortgage Lending, Portfolio Management, Credit, Sales, Small Business Lending, Commercial Banking, Loan Origination, Retail Banking, Treasury Management, Customer Service, Investments, Cross Selling, Consumer Lending, Relationship Management, Credit Cards
Education
University of Arizona 2001 — 2005
Bachelor's Degree, Economics
La Costa Canyon High School 1998 — 2001
Shelbi Carpenter Shelbi Carpenter's City National Bank Experience May 2010 - July 2012
Job Project Manager at One Day Closer Ministries
Industry Higher Education
Experience
Chapel Hill Elementary August 2014 - Present
One Day Closer Ministries August 2013 - Present
Sonshine Preschool March 2013 - Present
Texas A&M University August 2010 - May 2013
Texas A&M University Psychology Department August 2012 - December 2012
City National Bank May 2010 - July 2012
Quitman Independent School District May 2010 - May 2011
Skills
Childcare, Volunteering, Organization, Fundraising, Special Needs Childcare
Education
Texas A&M University 2010 — 2013
Bachelor of Science (B.S.), Psychology
The University of Texas at Arlington
Master's degree, Social Work
Chapel Hill Elementary August 2014 - Present
One Day Closer Ministries August 2013 - Present
Sonshine Preschool March 2013 - Present
Texas A&M University August 2010 - May 2013
Texas A&M University Psychology Department August 2012 - December 2012
City National Bank May 2010 - July 2012
Quitman Independent School District May 2010 - May 2011
Skills
Childcare, Volunteering, Organization, Fundraising, Special Needs Childcare
Education
Texas A&M University 2010 — 2013
Bachelor of Science (B.S.), Psychology
The University of Texas at Arlington
Master's degree, Social Work
Thomas Hill Thomas Hill's City National Bank Experience June 2006 - December 2007
Job Senior Managing Director, Commercial Business Banking Opus Bank
Industry Banking
Experience
Opus Bank September 2014 - Present
East West Bank October 2011 - August 2014
Grandpoint Bank March 2011 - August 2011
Union Bank July 2009 - March 2011
Union Bank of California December 2007 - 2009
City National Bank June 2006 - December 2007
Trade Finance Associates Inc. October 2001 - June 2006
GMAC Commercial Finance 2000 - 2001
Thales 1994 - 1999
Skills
International Trade, Telecommunications, Export Finance, Sustainable Energy, ABL, Commercial Banking, Asset Based Lending, Aerospace, Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Banking, Treasury Management, Structured Finance, Capital Markets, Underwriting, Corporate Finance, Loan Origination, Investment Banking
Education
The Johns Hopkins University - Carey Business School 1993 — 1997
M.S., International Business and Finance
Towson University 1990 — 1994
B.A., Economics and Political Science
Opus Bank September 2014 - Present
East West Bank October 2011 - August 2014
Grandpoint Bank March 2011 - August 2011
Union Bank July 2009 - March 2011
Union Bank of California December 2007 - 2009
City National Bank June 2006 - December 2007
Trade Finance Associates Inc. October 2001 - June 2006
GMAC Commercial Finance 2000 - 2001
Thales 1994 - 1999
Skills
International Trade, Telecommunications, Export Finance, Sustainable Energy, ABL, Commercial Banking, Asset Based Lending, Aerospace, Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Banking, Treasury Management, Structured Finance, Capital Markets, Underwriting, Corporate Finance, Loan Origination, Investment Banking
Education
The Johns Hopkins University - Carey Business School 1993 — 1997
M.S., International Business and Finance
Towson University 1990 — 1994
B.A., Economics and Political Science
Harvey Jackson's City National Bank Experience May 2006 - November 2006
Job Actor
Industry Banking
Experience
Bank of America November 2009 - March 2015
Alliance Bank November 2006 - August 2008
City National Bank May 2006 - November 2006
Metrocities Mortgage February 2005 - May 2006
Skills
Banking, Real Estate, Insurance, Research, Compliance Auditing, Credit Analysis, Due Diligence, Asset Managment, Finance, Commercial Lending, Strategic Planning, Auditing, Quality Auditing, Credit, Analysis, Loans, Management, Software Documentation, Asset Management, Financial Risk, Accounting, Lines Of Credit, Loan Origination, Risk Management, Portfolio Management, Credit Risk, Small Business Lending, Consumer Lending, Commercial Banking, Underwriting, Loan Servicing, Mortgage Banking, Mortgage Lending, Operational Risk..., Retail Banking, Financial Analysis, Financial Services, Cash Management, Executive Management, Residential Mortgages
Education
University of Phoenix 2004 — 2007
MBA, Business Administration, 3.50
University of Alaska 1992 — 1994
Associates of Applied Sciences, Business, Management, Marketing, and Related Support Services
University of Alaska Anchorage 1984 — 1987
Associate's degree, Automobile/Automotive Mechanics Technology/Technician
Bank of America November 2009 - March 2015
Alliance Bank November 2006 - August 2008
City National Bank May 2006 - November 2006
Metrocities Mortgage February 2005 - May 2006
Skills
Banking, Real Estate, Insurance, Research, Compliance Auditing, Credit Analysis, Due Diligence, Asset Managment, Finance, Commercial Lending, Strategic Planning, Auditing, Quality Auditing, Credit, Analysis, Loans, Management, Software Documentation, Asset Management, Financial Risk, Accounting, Lines Of Credit, Loan Origination, Risk Management, Portfolio Management, Credit Risk, Small Business Lending, Consumer Lending, Commercial Banking, Underwriting, Loan Servicing, Mortgage Banking, Mortgage Lending, Operational Risk..., Retail Banking, Financial Analysis, Financial Services, Cash Management, Executive Management, Residential Mortgages
Education
University of Phoenix 2004 — 2007
MBA, Business Administration, 3.50
University of Alaska 1992 — 1994
Associates of Applied Sciences, Business, Management, Marketing, and Related Support Services
University of Alaska Anchorage 1984 — 1987
Associate's degree, Automobile/Automotive Mechanics Technology/Technician
Ross Locher Ross Locher's City National Bank Experience June 2010 - June 2011
Job Research Analyst at Causeway Capital Management LLC
Industry Investment Management
Experience
Causeway Capital Management LLC July 2015 - Present
Brandes Investment Partners July 2011 - June 2015
City National Bank June 2010 - June 2011
Education
University of California, San Diego 2007 — 2011
BS, Management Science
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Finance
Causeway Capital Management LLC July 2015 - Present
Brandes Investment Partners July 2011 - June 2015
City National Bank June 2010 - June 2011
Education
University of California, San Diego 2007 — 2011
BS, Management Science
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Finance
Roger S. Stinnett, CPA/PFS, CFP®, CIMA®'s City National Bank Experience December 2005 - April 2011
Job Managing Director of Wealth Planning at First Foundation Advisors
Industry Financial Services
Experience
First Foundation Advisors April 2011 - Present
Editorial Review Board for the Journal of Financial Planning March 2008 - Present
Advisory Board for Journal of Financial Planning January 2011 - December 2014
City National Bank December 2005 - April 2011
Ernst & Young, LLP 2002 - 2005
myCFO 2000 - 2002
Ernst & Young/Kenneth Leventhal & Company ** 1990 - 1999
Education
University of Arizona 1985 — 1989
BSBA, Accounting
First Foundation Advisors April 2011 - Present
Editorial Review Board for the Journal of Financial Planning March 2008 - Present
Advisory Board for Journal of Financial Planning January 2011 - December 2014
City National Bank December 2005 - April 2011
Ernst & Young, LLP 2002 - 2005
myCFO 2000 - 2002
Ernst & Young/Kenneth Leventhal & Company ** 1990 - 1999
Education
University of Arizona 1985 — 1989
BSBA, Accounting
Charlie Wellborn's City National Bank Experience August 2011 - December 2014
Job Financial Analyst Gamblit Gaming
Industry Gambling & Casinos
Experience
Gamblit Gaming, LLC January 2015 - Present
City National Bank August 2011 - December 2014
City National Bank June 2010 - August 2010
Skills
Commercial Banking, Credit, Financial Analysis, Financial Modeling, Credit Analysis, Valuation, Cash Flow, Banking, Portfolio Management, Commercial Lending, Loans
Education
University of Denver 2007 — 2011
BSBA, Statistics, Spanish
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Statistics
Universidad Antonio de Nebrija 2010 — 2010
Spanish, statistics, economics
Gamblit Gaming, LLC January 2015 - Present
City National Bank August 2011 - December 2014
City National Bank June 2010 - August 2010
Skills
Commercial Banking, Credit, Financial Analysis, Financial Modeling, Credit Analysis, Valuation, Cash Flow, Banking, Portfolio Management, Commercial Lending, Loans
Education
University of Denver 2007 — 2011
BSBA, Statistics, Spanish
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Statistics
Universidad Antonio de Nebrija 2010 — 2010
Spanish, statistics, economics
Andrea (Andi) Allen Andrea (Andi) Allen's City National Bank Experience January 2012 - Present
Job City National Bank, Director of Client Services Group
Industry Banking
Experience
City National Bank January 2012 - Present
TD April 2011 - January 2012
SunTrust Bank February 2010 - April 2011
Coldwell Banker Real Estate July 2009 - February 2010
BankAtlantic January 2008 - December 2008
BankAtlantic May 2005 - December 2007
BankAtlantic January 1997 - April 2005
Skills
Call Center, Deposits, Debit Cards, Information Technology, Supplier Evaluation, Item Processing, Banking, Loans, Credit, Mortgage Lending, Retail Banking, Commercial Banking, Risk Management, Small Business Lending, Portfolio Management
Education
Syracuse University
B.S., Psychology
City National Bank January 2012 - Present
TD April 2011 - January 2012
SunTrust Bank February 2010 - April 2011
Coldwell Banker Real Estate July 2009 - February 2010
BankAtlantic January 2008 - December 2008
BankAtlantic May 2005 - December 2007
BankAtlantic January 1997 - April 2005
Skills
Call Center, Deposits, Debit Cards, Information Technology, Supplier Evaluation, Item Processing, Banking, Loans, Credit, Mortgage Lending, Retail Banking, Commercial Banking, Risk Management, Small Business Lending, Portfolio Management
Education
Syracuse University
B.S., Psychology
Channing Arnold's City National Bank Experience October 2013 - April 2015
Job Teller at City National Bank
Industry Banking
Experience
Huntington National Bank April 2015 - Present
City National Bank October 2013 - April 2015
MyNewPlace December 2012 - July 2013
Skills
Microsoft Office, Banking, Microsoft Word, PowerPoint, Customer Service, Social Media, Marketing, Access
Education
Tulane University 2008 — 2012
Bachelor's degree, Marketing
Huntington National Bank April 2015 - Present
City National Bank October 2013 - April 2015
MyNewPlace December 2012 - July 2013
Skills
Microsoft Office, Banking, Microsoft Word, PowerPoint, Customer Service, Social Media, Marketing, Access
Education
Tulane University 2008 — 2012
Bachelor's degree, Marketing
Guy Johnston Guy Johnston's City National Bank Experience April 2013 - Present
Job Retail Sales Manager at City National Bank
Industry Banking
Experience
City National Bank April 2013 - Present
Cardinal Bank June 2009 - April 2013
Cardinal Bank November 2004 - June 2009
BB&T October 2003 - November 2004
First Virginia Bank October 2001 - October 2003
Skills
Banking, Mortgage, Retail, Credit, Risk Management, Organizational..., Leadership Development, Retail Banking, Commercial Banking, New Business Development, Business Intelligence
Education
CBA BAI Graduate School of Retail Bank Management 2006 — 2008
The University of Virginia's College at Wise 1990 — 1994
BS, Business Administration
City National Bank April 2013 - Present
Cardinal Bank June 2009 - April 2013
Cardinal Bank November 2004 - June 2009
BB&T October 2003 - November 2004
First Virginia Bank October 2001 - October 2003
Skills
Banking, Mortgage, Retail, Credit, Risk Management, Organizational..., Leadership Development, Retail Banking, Commercial Banking, New Business Development, Business Intelligence
Education
CBA BAI Graduate School of Retail Bank Management 2006 — 2008
The University of Virginia's College at Wise 1990 — 1994
BS, Business Administration
Wilton Kelly Coon Wilton Kelly Coon's City National Bank Experience August 2005 - October 2005
Job Retail Associate at Bed Bath Beyond
Industry Retail
Experience
Retail Associate October 2014 - Present
seeking new opportunities Permanent Hire - Contract to Hire October 2012 - Present
ProMark Research September 2014 - November 2014
Mount Pleasant Independent School District January 2014 - May 2014
Hailan - Dell Services August 2012 - October 2012
Titus County Elections Administration– Mount Pleasant, Texas2009 - 2012 January 2006 - May 2012
Good Shepherd Medical Center 2010 - 2011
New York Life Insurance Company June 2008 - March 2009
Keller Williams Elite Park Cities Real Estate April 2007 - July 2007
City National Bank August 2005 - October 2005
Skills
Computer Hardware, New Business Development, Social Promotion, Executive Management, People Skills, Big Picture Thinking, Action Oriented, Analytical Approach, Supervisory Skills, Intercultural Skills, Phone Etiquette, Listening Skills, Sales Organizations, Effective Meetings, Team Orientation, Written Presentations, Business Continuity, Disaster Recovery, Contingency Planning, Business Resilience, Analytical Skills, Strategic Planning, Sales, Data Center, PMO, ITIL, Integration, Cloud Computing, Servers, Project Management, Consulting, Business Continuity..., Vendor Management, Storage, Strategy, IT Strategy, IT Operations, IT Management, IT Outsourcing, IT Service Management, Security, Incident Management, Infrastructure, Enterprise Architecture
Education
Tyler Junior College 1986 — 1987
Applied Science, Computer Science
Tyler Junior College 1983 — 1985
AA in Arts, Management
Retail Associate October 2014 - Present
seeking new opportunities Permanent Hire - Contract to Hire October 2012 - Present
ProMark Research September 2014 - November 2014
Mount Pleasant Independent School District January 2014 - May 2014
Hailan - Dell Services August 2012 - October 2012
Titus County Elections Administration– Mount Pleasant, Texas2009 - 2012 January 2006 - May 2012
Good Shepherd Medical Center 2010 - 2011
New York Life Insurance Company June 2008 - March 2009
Keller Williams Elite Park Cities Real Estate April 2007 - July 2007
City National Bank August 2005 - October 2005
Skills
Computer Hardware, New Business Development, Social Promotion, Executive Management, People Skills, Big Picture Thinking, Action Oriented, Analytical Approach, Supervisory Skills, Intercultural Skills, Phone Etiquette, Listening Skills, Sales Organizations, Effective Meetings, Team Orientation, Written Presentations, Business Continuity, Disaster Recovery, Contingency Planning, Business Resilience, Analytical Skills, Strategic Planning, Sales, Data Center, PMO, ITIL, Integration, Cloud Computing, Servers, Project Management, Consulting, Business Continuity..., Vendor Management, Storage, Strategy, IT Strategy, IT Operations, IT Management, IT Outsourcing, IT Service Management, Security, Incident Management, Infrastructure, Enterprise Architecture
Education
Tyler Junior College 1986 — 1987
Applied Science, Computer Science
Tyler Junior College 1983 — 1985
AA in Arts, Management
Jim Fothergill Jim Fothergill's City National Bank Experience September 2004 - Present
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank September 2004 - Present
HSBC Trade Bank 2002 - 2002
Union Bank 1988 - 2002
Skills
Credit, Banking, Small Business Lending, Risk Management, Financial Services, Loans, Relationship Management, Financial Analysis, Investments, Wealth Management, Commercial Lending, Commercial Banking, Portfolio Management, Finance, Credit Analysis, Investment Management, Credit Risk, Capital Markets, Financial Risk, Treasury Management, Financial Modeling, Private Banking, Strategic Planning
Education
University of Southern California 1986 — 1988
MBA, Finance
United States Naval Academy 1976 — 1979
Bachelor of Science (B.S.), Management
City National Bank September 2004 - Present
HSBC Trade Bank 2002 - 2002
Union Bank 1988 - 2002
Skills
Credit, Banking, Small Business Lending, Risk Management, Financial Services, Loans, Relationship Management, Financial Analysis, Investments, Wealth Management, Commercial Lending, Commercial Banking, Portfolio Management, Finance, Credit Analysis, Investment Management, Credit Risk, Capital Markets, Financial Risk, Treasury Management, Financial Modeling, Private Banking, Strategic Planning
Education
University of Southern California 1986 — 1988
MBA, Finance
United States Naval Academy 1976 — 1979
Bachelor of Science (B.S.), Management
John Novikoff's City National Bank Experience March 2015 - Present
Job Vice President Commerical Banking Relationship Manager at City National Bank
Industry Banking
Experience
City National Bank March 2015 - Present
Rabobank December 2013 - Present
First Citizens Bank April 2011 - December 2013
Northwestern Mutual September 2009 - April 2011
Wachovia Bank May 2007 - July 2009
Wholesale Lending February 2001 - May 2007
Encore Credit 2006 - 2007
Skills
Commercial Lending, Loans, Commercial Banking, Risk Management, Business Development, Finance, Management, Mergers & Acquisitions, Small Business Lending, Credit, Credit Analysis, Mortgage Lending, Consumer Lending, Banking, Lines Of Credit, Commercial Mortgages
Education
Southern Oregon University 1995 — 1996
Business Administration and Management, General
City National Bank March 2015 - Present
Rabobank December 2013 - Present
First Citizens Bank April 2011 - December 2013
Northwestern Mutual September 2009 - April 2011
Wachovia Bank May 2007 - July 2009
Wholesale Lending February 2001 - May 2007
Encore Credit 2006 - 2007
Skills
Commercial Lending, Loans, Commercial Banking, Risk Management, Business Development, Finance, Management, Mergers & Acquisitions, Small Business Lending, Credit, Credit Analysis, Mortgage Lending, Consumer Lending, Banking, Lines Of Credit, Commercial Mortgages
Education
Southern Oregon University 1995 — 1996
Business Administration and Management, General
Danielle Duenas Danielle Duenas's City National Bank Experience March 2015 - Present
Job Assistant Vice President Relationship Manager at City National Bank
Industry Commercial Real Estate
Experience
City National Bank March 2015 - Present
City National Bank September 2011 - February 2015
Marcus & Millichap August 2010 - September 2011
Skills
Financial Analysis, CA Brokers License, Financial Modeling, Corporate Finance, Investments, Due Diligence, Negotiation, Finance, Loans, Portfolio Management, Valuation, Banking, Asset Management, Underwriting, Real Estate, Credit Analysis
Education
UCLA Anderson School of Management 2013 — 2016
University of San Diego 2005 — 2009
Bachelor's, Finance, Business Administration
City National Bank March 2015 - Present
City National Bank September 2011 - February 2015
Marcus & Millichap August 2010 - September 2011
Skills
Financial Analysis, CA Brokers License, Financial Modeling, Corporate Finance, Investments, Due Diligence, Negotiation, Finance, Loans, Portfolio Management, Valuation, Banking, Asset Management, Underwriting, Real Estate, Credit Analysis
Education
UCLA Anderson School of Management 2013 — 2016
University of San Diego 2005 — 2009
Bachelor's, Finance, Business Administration
Harry Topping Harry Topping's City National Bank Experience 1996 - Present
Job SR. VP at City National Bank
Industry Banking
Experience
City National Bank 1996 - Present
Warner Bros. Studios February 1993 - September 1996
Maguire Thomas Partners September 1988 - January 1993
Skills
Brokerage, Corporate Real Estate, Asset Management, Real Estate, Real Estate Investment, Architecture, Interior Design, Asset Managment, Residential Homes, Investment Properties, Facilities Management, Lease Administration, Portfolio Management, Location Intelligence, Real Estate Development, Strategy, Leases, Management, Contract Negotiation, Construction, Business Development, Due Diligence, Construction Management, Lease Negotiations, Real Estate Economics, Disposition, Sustainability, Project Management, Tenant, Real Estate Financing, Architectures, Commercial Real Estate, Transaction Management, Dispositions
Education
University of Chicago GSB
MBA, Finance/Marketing
University of Illinois at Urbana-Champaign
Master of Architecture, Architecture
University of Illinois at Urbana-Champaign
B. Arch., Architecture, with Honors
City National Bank 1996 - Present
Warner Bros. Studios February 1993 - September 1996
Maguire Thomas Partners September 1988 - January 1993
Skills
Brokerage, Corporate Real Estate, Asset Management, Real Estate, Real Estate Investment, Architecture, Interior Design, Asset Managment, Residential Homes, Investment Properties, Facilities Management, Lease Administration, Portfolio Management, Location Intelligence, Real Estate Development, Strategy, Leases, Management, Contract Negotiation, Construction, Business Development, Due Diligence, Construction Management, Lease Negotiations, Real Estate Economics, Disposition, Sustainability, Project Management, Tenant, Real Estate Financing, Architectures, Commercial Real Estate, Transaction Management, Dispositions
Education
University of Chicago GSB
MBA, Finance/Marketing
University of Illinois at Urbana-Champaign
Master of Architecture, Architecture
University of Illinois at Urbana-Champaign
B. Arch., Architecture, with Honors
Michael Gast's City National Bank Experience November 2014 - Present
Job VP Sr Relationship Manager Commercial Banking at City National Bank
Industry Financial Services
Experience
City National Bank November 2014 - Present
A Path to Wellness July 2007 - November 2014
Societe Generale June 2005 - April 2007
Societe Generale June 2003 - June 2005
Societe Generale June 2001 - June 2003
Societe Generale June 1999 - June 2001
Societe Generale June 1998 - June 1999
Cowen and Company June 1997 - June 1998
Morgan Stanley April 1996 - June 1997
Dun & Bradstreet June 1994 - April 1996
Skills
Business Development, Financial Analysis, Marketing, Change Management, Corporate Finance, Financial Modeling, Strategic Partnerships, Start-ups, Business Strategy, Competitive Analysis, Capital Markets, Team Leadership, Process Improvement, Acquisition Integration, CRM, Business Process, Sales Operations, Commercial Banking, Management, Finance, Leadership, Entrepreneurship, Analysis, Forecasting, Banking, New Business Development, Budgets, Sales, Marketing Strategy, Strategic Planning
Education
NYU Stern School of Business 1997 — 2000
MBA, Finance
The George Washington University 1988 — 1992
BBA, International Business
City National Bank November 2014 - Present
A Path to Wellness July 2007 - November 2014
Societe Generale June 2005 - April 2007
Societe Generale June 2003 - June 2005
Societe Generale June 2001 - June 2003
Societe Generale June 1999 - June 2001
Societe Generale June 1998 - June 1999
Cowen and Company June 1997 - June 1998
Morgan Stanley April 1996 - June 1997
Dun & Bradstreet June 1994 - April 1996
Skills
Business Development, Financial Analysis, Marketing, Change Management, Corporate Finance, Financial Modeling, Strategic Partnerships, Start-ups, Business Strategy, Competitive Analysis, Capital Markets, Team Leadership, Process Improvement, Acquisition Integration, CRM, Business Process, Sales Operations, Commercial Banking, Management, Finance, Leadership, Entrepreneurship, Analysis, Forecasting, Banking, New Business Development, Budgets, Sales, Marketing Strategy, Strategic Planning
Education
NYU Stern School of Business 1997 — 2000
MBA, Finance
The George Washington University 1988 — 1992
BBA, International Business
Jennifer Hermon's City National Bank Experience January 2014 - March 2015
Job Client Associate Wealth Management at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman March 2015 - Present
City National Bank January 2014 - March 2015
Self Employed October 2005 - December 2013
Bank of America September 2003 - July 2005
Skills
Series 7, Series 66, Six Sigma Green Belt
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Psychology and Business
Neuberger Berman March 2015 - Present
City National Bank January 2014 - March 2015
Self Employed October 2005 - December 2013
Bank of America September 2003 - July 2005
Skills
Series 7, Series 66, Six Sigma Green Belt
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Psychology and Business
Jordan Goldstein's City National Bank Experience July 2015 - Present
Job Credit Analyst at City National Bank
Industry Financial Services
Experience
City National Bank July 2015 - Present
The Clover Company January 2015 - May 2015
CyraCom September 2014 - January 2015
TIX GROUP February 2014 - June 2014
CGI - Strategies in Real Estate December 2013 - January 2014
TargetCW October 2013 - January 2014
Industry Rag/Majestic Threads Apparel May 2013 - August 2013
Mandalay Village Marketplace June 2009 - August 2009
Skills
Real Estate, Finance, Marketing, PowerPoint, Property Management, Microsoft Office, Investments, Public Speaking, Event Planning, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Financial Analysis, Financial Reporting, SQL, Prophix, Microsoft Dynamics
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor's degree, Business
University of Sydney 2014 — 2014
International Business
Tenenbaum College 2010 — 2011
Religious
City National Bank July 2015 - Present
The Clover Company January 2015 - May 2015
CyraCom September 2014 - January 2015
TIX GROUP February 2014 - June 2014
CGI - Strategies in Real Estate December 2013 - January 2014
TargetCW October 2013 - January 2014
Industry Rag/Majestic Threads Apparel May 2013 - August 2013
Mandalay Village Marketplace June 2009 - August 2009
Skills
Real Estate, Finance, Marketing, PowerPoint, Property Management, Microsoft Office, Investments, Public Speaking, Event Planning, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Financial Analysis, Financial Reporting, SQL, Prophix, Microsoft Dynamics
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor's degree, Business
University of Sydney 2014 — 2014
International Business
Tenenbaum College 2010 — 2011
Religious
vamsi krishna Bodavula vamsi krishna Bodavula's City National Bank Experience March 2015 - Present
Job SSRS Developer at City National Bank
Industry Information Technology and Services
Experience
City National Bank March 2015 - Present
BCBS January 2012 - February 2015
Persistent Systems October 2010 - November 2011
Lloyds Bank January 2009 - January 2010
SAAMA TECHNOLOGIES August 2006 - August 2008
Skills
SQL, T-SQL(Transact SQL), SSIS, SSRS, SSAS, TFS, Data Warehousing, Performance Tuning of..., Logical and physical..., Health care Domain, E-commerce Domain, Banking, SSRS Dashbords, Analysis Services
Education
The University of Salford 2008 — 2010
Master's degree, International Business
City National Bank March 2015 - Present
BCBS January 2012 - February 2015
Persistent Systems October 2010 - November 2011
Lloyds Bank January 2009 - January 2010
SAAMA TECHNOLOGIES August 2006 - August 2008
Skills
SQL, T-SQL(Transact SQL), SSIS, SSRS, SSAS, TFS, Data Warehousing, Performance Tuning of..., Logical and physical..., Health care Domain, E-commerce Domain, Banking, SSRS Dashbords, Analysis Services
Education
The University of Salford 2008 — 2010
Master's degree, International Business
Rebeca Yanes Rebeca Yanes's City National Bank Experience June 2012 - September 2012
Job Business Consultant at Applied Predictive Technologies
Industry Management Consulting
Experience
Applied Predictive Technologies August 2015 - Present
Office of Undergraduate Admission September 2014 - June 2015
Applied Predictive Technologies June 2014 - August 2014
Center for Teaching and Learning September 2012 - June 2014
Safeway July 2013 - August 2013
Innovation Foundation Bankinter April 2013 - June 2013
Stanford University January 2013 - March 2013
El Centro Chicano October 2011 - March 2013
City National Bank June 2012 - September 2012
Baskin-Robbins August 2010 - September 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Java, Research, Customer Service, Public Speaking, C++, Outlook, Bloomberg Terminal, WealthEngine, VentureSource, Leadership, Teamwork, Data Analysis, Community Outreach
Education
Stanford University 2011 — 2015
BS, Mathematical and Computational Science
Stanford University
Master's Degree, Management Science and Engineering
Monte Vista High School 2007 — 2011
Applied Predictive Technologies August 2015 - Present
Office of Undergraduate Admission September 2014 - June 2015
Applied Predictive Technologies June 2014 - August 2014
Center for Teaching and Learning September 2012 - June 2014
Safeway July 2013 - August 2013
Innovation Foundation Bankinter April 2013 - June 2013
Stanford University January 2013 - March 2013
El Centro Chicano October 2011 - March 2013
City National Bank June 2012 - September 2012
Baskin-Robbins August 2010 - September 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Java, Research, Customer Service, Public Speaking, C++, Outlook, Bloomberg Terminal, WealthEngine, VentureSource, Leadership, Teamwork, Data Analysis, Community Outreach
Education
Stanford University 2011 — 2015
BS, Mathematical and Computational Science
Stanford University
Master's Degree, Management Science and Engineering
Monte Vista High School 2007 — 2011
Ryan J. Young's City National Bank Experience June 2008 - August 2008
Job Founder & CEO at Young Palate
Industry Management Consulting
Experience
Young Palate October 2014 - Present
J.P. Morgan November 2014 - May 2015
J.P. Morgan July 2013 - October 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan Chase August 2011 - July 2012
Sigma Phi Epsilon 2009 - 2010
Alternative Asset Investment Management September 2009 - December 2009
University of Southern California June 2009 - August 2009
City National Bank June 2008 - August 2008
Skills
Corporate Finance, Econometrics, Public Finance, Accounting, Economics, Microsoft Office, Excel, Word, Morningstar, Financial Analysis, Access, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Financial Services, Market Research, Investment Banking, Bloomberg Terminal, Risk Management, Financial Markets, Management, Analysis, Strategy, Bloomberg, Business Analysis
Education
St. John's University 2007 — 2011
Economics, Emphasis in Finance
The University of Texas at Dallas 2010 — 2010
Accelerated Summer Courses, Management Information Systems & Corporate Finance
Universidad de Salamanca 2009 — 2009
Spanish Language and Literature
Beverly Hills High School 2003 — 2007
High School
Young Palate October 2014 - Present
J.P. Morgan November 2014 - May 2015
J.P. Morgan July 2013 - October 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan Chase August 2011 - July 2012
Sigma Phi Epsilon 2009 - 2010
Alternative Asset Investment Management September 2009 - December 2009
University of Southern California June 2009 - August 2009
City National Bank June 2008 - August 2008
Skills
Corporate Finance, Econometrics, Public Finance, Accounting, Economics, Microsoft Office, Excel, Word, Morningstar, Financial Analysis, Access, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Financial Services, Market Research, Investment Banking, Bloomberg Terminal, Risk Management, Financial Markets, Management, Analysis, Strategy, Bloomberg, Business Analysis
Education
St. John's University 2007 — 2011
Economics, Emphasis in Finance
The University of Texas at Dallas 2010 — 2010
Accelerated Summer Courses, Management Information Systems & Corporate Finance
Universidad de Salamanca 2009 — 2009
Spanish Language and Literature
Beverly Hills High School 2003 — 2007
High School
Stephen Rhoades Stephen Rhoades's City National Bank Experience June 1988 - January 1996
Job Sr Product Manger
Industry Hospital & Health Care
Experience
McKesson July 2014 - Present
McKesson Provider Technologies October 2009 - June 2014
McKesson July 2008 - January 2010
McKesson Provider Technologies March 2006 - July 2008
McKesson Provider Technologies January 2002 - March 2006
McKesson Provider Technologies July 1996 - December 2001
City National Bank June 1988 - January 1996
Skills
EHR, Healthcare Information..., EMR, Healthcare, Revenue Cycle, Medicare, Software Implementation, Process Improvement, Visio, Project Management, Healthcare Industry, Program Management, Home Care, Healthcare Consulting, HIPAA
Education
Texas A&M University-Commerce 1988 — 1991
BA, Management Information Systems
McKesson July 2014 - Present
McKesson Provider Technologies October 2009 - June 2014
McKesson July 2008 - January 2010
McKesson Provider Technologies March 2006 - July 2008
McKesson Provider Technologies January 2002 - March 2006
McKesson Provider Technologies July 1996 - December 2001
City National Bank June 1988 - January 1996
Skills
EHR, Healthcare Information..., EMR, Healthcare, Revenue Cycle, Medicare, Software Implementation, Process Improvement, Visio, Project Management, Healthcare Industry, Program Management, Home Care, Healthcare Consulting, HIPAA
Education
Texas A&M University-Commerce 1988 — 1991
BA, Management Information Systems
Shawn A. Thomas's City National Bank Experience October 2013 - Present
Job Senior Vice President Service Experience OfficerService Director at City National Bank
Industry Banking
Experience
City National Bank October 2013 - Present
BankUnited June 2012 - October 2013
BankUnited 2011 - June 2012
BankUnited August 2010 - November 2011
BankUnited October 2008 - August 2010
BankUnited May 2005 - October 2008
Radian July 2003 - April 2005
Comcast February 2001 - August 2002
First Union National Bank March 1999 - February 2000
Skills
Customer Experience, Customer Relations, Marketing Research, Product Development, Product Marketing, Marketing Strategy, Loss Mitigation, Customer Satisfaction, Customer Service, Customer Retention, Customer Focus, Customer Loyalty, Customer Engagement, customer, Coaching, Complaint Management, Complaint Handling, Banking Relationships, Mortgage Lending, Banking, Leadership, Brand Loyalty, Analysis, Loans, Consumer Lending, Credit, Team Leadership, Management, Business Development, Training, CRM, Underwriting, Analytics, Mortgage Banking, Competitive Analysis, Call Centers, Process Improvement, Market Research, Portfolio Management, Financial Services, Risk Management, Marketing, Retail Banking, Finance, Relationship Management, Team Building, Commercial Banking, Employee Training, Executive Management
Education
Temple University - Fox School of Business and Management 1993 — 1998
BBA, Marketing and E-Business
Hershey High School 1992 — 1993
Graduated, College/University Preparatory and Advanced High School/Secondary Diploma Program
City National Bank October 2013 - Present
BankUnited June 2012 - October 2013
BankUnited 2011 - June 2012
BankUnited August 2010 - November 2011
BankUnited October 2008 - August 2010
BankUnited May 2005 - October 2008
Radian July 2003 - April 2005
Comcast February 2001 - August 2002
First Union National Bank March 1999 - February 2000
Skills
Customer Experience, Customer Relations, Marketing Research, Product Development, Product Marketing, Marketing Strategy, Loss Mitigation, Customer Satisfaction, Customer Service, Customer Retention, Customer Focus, Customer Loyalty, Customer Engagement, customer, Coaching, Complaint Management, Complaint Handling, Banking Relationships, Mortgage Lending, Banking, Leadership, Brand Loyalty, Analysis, Loans, Consumer Lending, Credit, Team Leadership, Management, Business Development, Training, CRM, Underwriting, Analytics, Mortgage Banking, Competitive Analysis, Call Centers, Process Improvement, Market Research, Portfolio Management, Financial Services, Risk Management, Marketing, Retail Banking, Finance, Relationship Management, Team Building, Commercial Banking, Employee Training, Executive Management
Education
Temple University - Fox School of Business and Management 1993 — 1998
BBA, Marketing and E-Business
Hershey High School 1992 — 1993
Graduated, College/University Preparatory and Advanced High School/Secondary Diploma Program
Chad Elledge Chad Elledge's City National Bank Experience November 2006 - February 2008
Job Vice President & IT Officer at First National Bank of Gilmer
Industry Banking
Experience
First National Bank of Gilmer October 2008 - Present
City national bank November 2006 - February 2008
Guaranty Bond Bank January 1997 - November 2006
Skills
Disaster Recovery, VMware, Banking, Virtualization, Business Strategy, Coaching, IT Management, Windows Server, Active Directory, System Administration, Network Administration, IT Operations, IT Service Management, Business Analysis, IT Strategy, Core Banking, Vendor Management, IT Audit, Business Intelligence, Networking, Business Continuity, Information Technology, Information Security, Risk Management, Visio, Infrastructure, Systems Analysis, Information Security..., Security, Enterprise Architecture, Computer Security, Internet Banking, Network Security, Servers, Integration, Requirements Analysis, Mobile Banking, Consulting, Technical Support, Business Process..., Firewalls, Business Process, Retail Banking, Leadership, Team Building
Education
Texas A&M University-Commerce 2000 — 2002
MBA, Master of business administration
Texas A&M University College Station 1989 — 1993
B.S., Computer Science
Northeast Texas Community College 1988 — 1989
Mathematics, Mathematics and Computer Science
First National Bank of Gilmer October 2008 - Present
City national bank November 2006 - February 2008
Guaranty Bond Bank January 1997 - November 2006
Skills
Disaster Recovery, VMware, Banking, Virtualization, Business Strategy, Coaching, IT Management, Windows Server, Active Directory, System Administration, Network Administration, IT Operations, IT Service Management, Business Analysis, IT Strategy, Core Banking, Vendor Management, IT Audit, Business Intelligence, Networking, Business Continuity, Information Technology, Information Security, Risk Management, Visio, Infrastructure, Systems Analysis, Information Security..., Security, Enterprise Architecture, Computer Security, Internet Banking, Network Security, Servers, Integration, Requirements Analysis, Mobile Banking, Consulting, Technical Support, Business Process..., Firewalls, Business Process, Retail Banking, Leadership, Team Building
Education
Texas A&M University-Commerce 2000 — 2002
MBA, Master of business administration
Texas A&M University College Station 1989 — 1993
B.S., Computer Science
Northeast Texas Community College 1988 — 1989
Mathematics, Mathematics and Computer Science
Michelle Tolbert Michelle Tolbert's City National Bank Experience April 2000 - August 2000
Job Certified Medical Coder
Industry Medical Practice
Experience
AAI June 2012 - Present
Vatterott College October 2014 - February 2015
Arks Radiology September 2009 - September 2011
O.M. Tahlequah August 2007 - August 2009
Chandler Medical Billing January 2005 - August 2007
C & W Medical Billing August 2000 - December 2004
City National Bank April 2000 - August 2000
East Texas Professional Credit Union March 1998 - April 2000
Skills
Data Entry, Invoicing, Office Management, Microsoft Excel, Analysis, Accounting, Medicaid, Telephone Skills, Medicine, Claim, Microsoft Office, Surgery, Medical Coding
Education
Southern Nazarene University 2014 — 2016
Master of Business Administration (M.B.A.) in Hospital Administration, Medical Office Management/Administration
2008-2009 - Student at Southern Nazarene University 2008 — 2009
Bachelor's Degree, Human Development and Family Studies, General
AAI June 2012 - Present
Vatterott College October 2014 - February 2015
Arks Radiology September 2009 - September 2011
O.M. Tahlequah August 2007 - August 2009
Chandler Medical Billing January 2005 - August 2007
C & W Medical Billing August 2000 - December 2004
City National Bank April 2000 - August 2000
East Texas Professional Credit Union March 1998 - April 2000
Skills
Data Entry, Invoicing, Office Management, Microsoft Excel, Analysis, Accounting, Medicaid, Telephone Skills, Medicine, Claim, Microsoft Office, Surgery, Medical Coding
Education
Southern Nazarene University 2014 — 2016
Master of Business Administration (M.B.A.) in Hospital Administration, Medical Office Management/Administration
2008-2009 - Student at Southern Nazarene University 2008 — 2009
Bachelor's Degree, Human Development and Family Studies, General
Alan Nirenberg Alan Nirenberg's City National Bank Experience January 1985 - January 1988
Job Executive Vice President Commercial Loan Officer PlainsCapital Bank aniren@plainscapital.com
Industry Banking
Experience
PlainsCapital Bank October 2006 - Present
First National Bank July 2003 - October 2006
Texas Regional Bancshares, Inc. 1994 - 2003
City National Bank January 1985 - January 1988
Skills
Loans, Commercial Lending, Credit, Finance, Real Estate, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Credit Risk, Corporate Finance, Consumer Lending, Executive Management, Risk Management, Investments, Banking, Business Development, Commercial Real Estate, Mortgage Lending, Commercial Banking, Accounting, Loan Origination, Cash Management, Financial Modeling, Treasury Management, Retail Banking, Strategic Financial..., Mergers & Acquisitions, Mortgage Banking, Training, Investment Properties, Lines Of Credit, Real Estate Economics, Due Diligence, Real Estate Financing, Residential Mortgages, Small Business Lending, Branch Banking, Commercial Mortgages, Asset Management, Valuation, Refinance, SBA, Construction Loans, Asset Based Lending
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1984
BBA, Finance
PlainsCapital Bank October 2006 - Present
First National Bank July 2003 - October 2006
Texas Regional Bancshares, Inc. 1994 - 2003
City National Bank January 1985 - January 1988
Skills
Loans, Commercial Lending, Credit, Finance, Real Estate, Credit Analysis, Financial Analysis, Portfolio Management, Underwriting, Credit Risk, Corporate Finance, Consumer Lending, Executive Management, Risk Management, Investments, Banking, Business Development, Commercial Real Estate, Mortgage Lending, Commercial Banking, Accounting, Loan Origination, Cash Management, Financial Modeling, Treasury Management, Retail Banking, Strategic Financial..., Mergers & Acquisitions, Mortgage Banking, Training, Investment Properties, Lines Of Credit, Real Estate Economics, Due Diligence, Real Estate Financing, Residential Mortgages, Small Business Lending, Branch Banking, Commercial Mortgages, Asset Management, Valuation, Refinance, SBA, Construction Loans, Asset Based Lending
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1984
BBA, Finance
William Cunningham's City National Bank Experience May 2001 - Present
Job Vice President at City National Bank
Industry Information Services
Experience
City National Bank May 2001 - Present
Conscium (FinancialPrinter.com) February 2000 - January 2001
Western International Media (became Initiative Media Worldwide) October 1998 - February 2000
Express Personnel Services January 1997 - October 1998
Act 1 Personnel Services November 1995 - December 1996
Bank of America September 1993 - April 1995
Skills
Strategic Planning, Banking, Software Documentation, Management, Customer Service, Team Building, Team Management, Human Resources, Databases, Networking, Process Improvement, Troubleshooting, Business Analysis, Enterprise Architecture, HTML, Microsoft Office, Recruiting, Relationship Management, Risk Management, Team Leadership, Art, Fine Art, Performing Arts, Performance Management, Performance Improvement, Painting, Pastel, Drawing, Photoshop, Adobe Creative Suite, Enterprise Job..., Configuration Management, Application Support, Release Management, Theatrical Production, Acting, Photography, Portfolio Management, Vendor Management
Education
State University of New York at Buffalo 1987 — 1993
Bachelor of Arts, Theatre
City National Bank May 2001 - Present
Conscium (FinancialPrinter.com) February 2000 - January 2001
Western International Media (became Initiative Media Worldwide) October 1998 - February 2000
Express Personnel Services January 1997 - October 1998
Act 1 Personnel Services November 1995 - December 1996
Bank of America September 1993 - April 1995
Skills
Strategic Planning, Banking, Software Documentation, Management, Customer Service, Team Building, Team Management, Human Resources, Databases, Networking, Process Improvement, Troubleshooting, Business Analysis, Enterprise Architecture, HTML, Microsoft Office, Recruiting, Relationship Management, Risk Management, Team Leadership, Art, Fine Art, Performing Arts, Performance Management, Performance Improvement, Painting, Pastel, Drawing, Photoshop, Adobe Creative Suite, Enterprise Job..., Configuration Management, Application Support, Release Management, Theatrical Production, Acting, Photography, Portfolio Management, Vendor Management
Education
State University of New York at Buffalo 1987 — 1993
Bachelor of Arts, Theatre
Christine Larson Christine Larson's City National Bank Experience May 2007 - Present
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank May 2007 - Present
Manufacturers Bank 2005 - 2007
Chinatrust Bank 2003 - 2005
First Federal Bank of California 2000 - 2003
Sanwa Bank 1991 - 2000
Education
UCLA Anderson School of Management
Business, Accounting
City National Bank May 2007 - Present
Manufacturers Bank 2005 - 2007
Chinatrust Bank 2003 - 2005
First Federal Bank of California 2000 - 2003
Sanwa Bank 1991 - 2000
Education
UCLA Anderson School of Management
Business, Accounting
Leah Duke Leah Duke's City National Bank Experience January 2009 - August 2015
Job CFO at P1 Technologies Technology Solutions for the Enterprise
Industry Banking
Experience
P1 Technologies - Technology Solutions for the Enterprise August 2015 - Present
City National Bank January 2009 - August 2015
1st Century Bank June 2004 - December 2008
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Syracuse University
Study Abroad Program - London
P1 Technologies - Technology Solutions for the Enterprise August 2015 - Present
City National Bank January 2009 - August 2015
1st Century Bank June 2004 - December 2008
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Syracuse University
Study Abroad Program - London
Eric Klepfer Eric Klepfer's City National Bank Experience May 2011 - August 2011
Job Solutions Specialist at Verizon Wireless
Industry Human Resources
Experience
Verizon Wireless November 2013 - Present
City National Bank May 2011 - August 2011
City National Bank May 2010 - August 2010
Skills
Microsoft Word, Customer Service, Research, Windows, Teamwork, Sales, Technical Support, Coaching, Team Leadership, Analysis, Leadership, Negotiation, Process Improvement, Team Building
Education
Texas A&M University 2008 — 2013
Bachelor of Science (BS), USAL-Leadership Studies (minor in Business Admin and Psychology)
Verizon Wireless November 2013 - Present
City National Bank May 2011 - August 2011
City National Bank May 2010 - August 2010
Skills
Microsoft Word, Customer Service, Research, Windows, Teamwork, Sales, Technical Support, Coaching, Team Leadership, Analysis, Leadership, Negotiation, Process Improvement, Team Building
Education
Texas A&M University 2008 — 2013
Bachelor of Science (BS), USAL-Leadership Studies (minor in Business Admin and Psychology)
Christina Kurry's City National Bank Experience August 2014 - Present
Job Real Estate Risk Manager at City National Bank
Industry Banking
Experience
City National Bank August 2014 - Present
BankUnited December 2012 - August 2014
Regions Bank December 2010 - December 2012
Bank of America May 1996 - February 2009
Skills
Relationship Management, Underwriting, Commercial Banking, Commercial Real Estate, Commercial Lending, Credit Analysis, Loans, Banking, Credit, Portfolio Management, Client Development, Negotiation, Loan Origination, Cross Selling, Real Estate Financing, Construction Loans, Real Estate Transactions, Financial Structuring, Valuation, Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Investments, Refinance, Syndications, Capital Markets, Disposition
Education
University of Miami - School of Business 1994 — 1996
MBA, Finance/Banking, 3.9
Tulane University - A.B. Freeman School of Business 1986 — 1990
BS, Business Management
City National Bank August 2014 - Present
BankUnited December 2012 - August 2014
Regions Bank December 2010 - December 2012
Bank of America May 1996 - February 2009
Skills
Relationship Management, Underwriting, Commercial Banking, Commercial Real Estate, Commercial Lending, Credit Analysis, Loans, Banking, Credit, Portfolio Management, Client Development, Negotiation, Loan Origination, Cross Selling, Real Estate Financing, Construction Loans, Real Estate Transactions, Financial Structuring, Valuation, Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Investments, Refinance, Syndications, Capital Markets, Disposition
Education
University of Miami - School of Business 1994 — 1996
MBA, Finance/Banking, 3.9
Tulane University - A.B. Freeman School of Business 1986 — 1990
BS, Business Management
Layton Miller Layton Miller's City National Bank Experience June 2007 - July 2008
Job Senior Analyst at Summer Energy
Industry Utilities
Experience
Summer Energy July 2012 - Present
M-Star May 2011 - August 2011
City National Bank June 2007 - July 2008
Skills
Corporate Finance, Accounting, Account Management, Budgeting, Banking, Money Management, Personal Finance, Team Leadership, Strategic Leadership, Time Management, Timeliness, Organizing
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration, Finance
Summer Energy July 2012 - Present
M-Star May 2011 - August 2011
City National Bank June 2007 - July 2008
Skills
Corporate Finance, Accounting, Account Management, Budgeting, Banking, Money Management, Personal Finance, Team Leadership, Strategic Leadership, Time Management, Timeliness, Organizing
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration, Finance
Mark Merrens's City National Bank Experience March 2015 - May 2015
Job Universal Music Group
Industry Information Technology and Services
Experience
Universal Music Group June 2015 - Present
City National Bank March 2015 - May 2015
PluraVida, Inc. December 2013 - January 2015
Ares Management January 2012 - October 2013
Barclays November 2010 - October 2011
RBS Sempra Commodities September 2009 - September 2010
MF Global August 2007 - July 2009
RBS November 2004 - July 2007
Warner Home Video January 2004 - November 2004
UBS Warburg April 2003 - January 2004
Skills
T-SQL, WCF, C#, .NET, ASP.NET, SQL, ASP.NET MVC, Microsoft SQL Server, LINQ, Agile Methodologies, TFS, WinForms, ASP, IIS, Scrum, REST, ADO.NET, XML, Database Design, Entity Framework, HTML, jQuery, Web Services, SOAP, WCF Services, CSS, Visual Studio, SOA, Design Patterns, NUnit, XSLT, Test Driven Development, Agile Project Management, JavaScript, T-SQL Stored Procedures, VS, AJAX Toolkit, MVC, AJAX, OOP, Object Oriented Design, ASP.NET Web API
Education
The Open University
BSc Open, Computer Science
The Open University
Certificate in Information Technology and Computing, Computer Science
The Open University
Diploma in English Literature, English Language and Literature, General
Universal Music Group June 2015 - Present
City National Bank March 2015 - May 2015
PluraVida, Inc. December 2013 - January 2015
Ares Management January 2012 - October 2013
Barclays November 2010 - October 2011
RBS Sempra Commodities September 2009 - September 2010
MF Global August 2007 - July 2009
RBS November 2004 - July 2007
Warner Home Video January 2004 - November 2004
UBS Warburg April 2003 - January 2004
Skills
T-SQL, WCF, C#, .NET, ASP.NET, SQL, ASP.NET MVC, Microsoft SQL Server, LINQ, Agile Methodologies, TFS, WinForms, ASP, IIS, Scrum, REST, ADO.NET, XML, Database Design, Entity Framework, HTML, jQuery, Web Services, SOAP, WCF Services, CSS, Visual Studio, SOA, Design Patterns, NUnit, XSLT, Test Driven Development, Agile Project Management, JavaScript, T-SQL Stored Procedures, VS, AJAX Toolkit, MVC, AJAX, OOP, Object Oriented Design, ASP.NET Web API
Education
The Open University
BSc Open, Computer Science
The Open University
Certificate in Information Technology and Computing, Computer Science
The Open University
Diploma in English Literature, English Language and Literature, General
Francine Kianoff Francine Kianoff's City National Bank Experience April 2012 - October 2013
Job Licensed Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
City National Bank April 2012 - October 2013
E-Loan Inc, RPM Mortgage, Surety Financial February 1992 - February 2012
Grubb & Ellis Commercial Real Estate 1980 - 1991
Skills
Real Estate, Residential Homes, Real Estate Economics, Credit Analysis, Residential Mortgages, FHA, Commercial Mortgages, Commercial Real Estate, Underwriting, FHA financing, Loan Origination, Mortgage Underwriting, Financial Analysis, Banking, Portfolio Management, Credit, Asset Management, Loans, Finance, Investment Properties, Investments, Small Business, Mortgage Lending, Mortgage Banking, Refinance, Sales, Real Estate Financing, Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA with specialization in information technology, business
New York University - Leonard N. Stern School of Business
BS with Honors in Marketing, Marketing, business
City National Bank April 2012 - October 2013
E-Loan Inc, RPM Mortgage, Surety Financial February 1992 - February 2012
Grubb & Ellis Commercial Real Estate 1980 - 1991
Skills
Real Estate, Residential Homes, Real Estate Economics, Credit Analysis, Residential Mortgages, FHA, Commercial Mortgages, Commercial Real Estate, Underwriting, FHA financing, Loan Origination, Mortgage Underwriting, Financial Analysis, Banking, Portfolio Management, Credit, Asset Management, Loans, Finance, Investment Properties, Investments, Small Business, Mortgage Lending, Mortgage Banking, Refinance, Sales, Real Estate Financing, Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA with specialization in information technology, business
New York University - Leonard N. Stern School of Business
BS with Honors in Marketing, Marketing, business
Christian Santaniello's City National Bank Experience February 2012 - Present
Job
Industry Banking
Experience
City National Bank February 2012 - Present
Education
Tufts University 1994 — 1998
Bachelor's Degree, Biology, Community Health
Pacific Coast Banking School
Class of 2015
City National Bank February 2012 - Present
Education
Tufts University 1994 — 1998
Bachelor's Degree, Biology, Community Health
Pacific Coast Banking School
Class of 2015
Chris Kanstrup's City National Bank Experience August 2005 - January 2006
Job Project Manager at Retirement Housing Foundation
Industry Real Estate
Experience
Retirement Housing Foundation October 2014 - Present
Independent Consultant September 2013 - Present
Conscious Capitalism Los Angeles Chapter October 2014 - Present
Skid Row Housing Trust January 2014 - October 2014
Independent Consultant October 2012 - June 2013
AIG June 2009 - April 2012
AIG September 2007 - May 2009
Accume Partners June 2007 - September 2007
Acumen Solutions August 2006 - January 2007
City National Bank August 2005 - January 2006
Skills
Due Diligence, Financial Analysis, Valuation, IPO, Business Strategy, Program Management, Trade Finance, Corporate Finance, Strategic Planning, Restructuring, Negotiation, Financial Modeling, Strategy, Business Planning, Analysis, Business Process..., Finance, Management, Emerging Markets, Management Consulting, Mergers & Acquisitions, Financial Services, Business Development, International Business, Competitive Analysis, Investments, Executive Management, Capital Markets, Insurance, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 2004 — 2006
MBA, Finance
University of Colorado
BA, History
Retirement Housing Foundation October 2014 - Present
Independent Consultant September 2013 - Present
Conscious Capitalism Los Angeles Chapter October 2014 - Present
Skid Row Housing Trust January 2014 - October 2014
Independent Consultant October 2012 - June 2013
AIG June 2009 - April 2012
AIG September 2007 - May 2009
Accume Partners June 2007 - September 2007
Acumen Solutions August 2006 - January 2007
City National Bank August 2005 - January 2006
Skills
Due Diligence, Financial Analysis, Valuation, IPO, Business Strategy, Program Management, Trade Finance, Corporate Finance, Strategic Planning, Restructuring, Negotiation, Financial Modeling, Strategy, Business Planning, Analysis, Business Process..., Finance, Management, Emerging Markets, Management Consulting, Mergers & Acquisitions, Financial Services, Business Development, International Business, Competitive Analysis, Investments, Executive Management, Capital Markets, Insurance, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 2004 — 2006
MBA, Finance
University of Colorado
BA, History
Laynie Davis's City National Bank Experience June 2005 - March 2006
Job Consultant at RGP
Industry Human Resources
Experience
RGP January 2015 - Present
Providence Health & Services - PSMS January 2013 - August 2014
Providence Health and Services California December 2008 - January 2013
Resources Global Professionals July 2006 - December 2008
City National Bank June 2005 - March 2006
Tenet Healthcare July 2004 - May 2005
Watson Wyatt & Company now Towers Watson August 1994 - February 2003
Skills
Collaborative Problem..., Project Management, Compensation Structures, Compensation Strategies, Consultative Approach, Job Analysis, Market Pricing, HRIS, HRIS Database Management, Lawson HRIS, Collaboration, Management, Mergers & Acquisitions, Incentive Programs, Benefits, Employee Benefits, Executive Pay, Sales Compensation..., Change Management, Sales Compensation
Education
Tulane University - A.B. Freeman School of Business 1987 — 1989
MBA, OD & Finance
University of California, Santa Barbara 1978 — 1982
BA, Bus Econ & Sociology
RGP January 2015 - Present
Providence Health & Services - PSMS January 2013 - August 2014
Providence Health and Services California December 2008 - January 2013
Resources Global Professionals July 2006 - December 2008
City National Bank June 2005 - March 2006
Tenet Healthcare July 2004 - May 2005
Watson Wyatt & Company now Towers Watson August 1994 - February 2003
Skills
Collaborative Problem..., Project Management, Compensation Structures, Compensation Strategies, Consultative Approach, Job Analysis, Market Pricing, HRIS, HRIS Database Management, Lawson HRIS, Collaboration, Management, Mergers & Acquisitions, Incentive Programs, Benefits, Employee Benefits, Executive Pay, Sales Compensation..., Change Management, Sales Compensation
Education
Tulane University - A.B. Freeman School of Business 1987 — 1989
MBA, OD & Finance
University of California, Santa Barbara 1978 — 1982
BA, Bus Econ & Sociology
Jeff Magill, CFA's City National Bank Experience April 2005 - Present
Job SVP, Senior Group Finance Manager at City National Bank
Industry Banking
Experience
City National Bank April 2005 - Present
Ernst & Young LLP June 1999 - August 2004
Legacy Bank of Texas August 1997 - June 1999
Legacy Bank of Texas October 1995 - August 1997
Skills
Financial Analysis, Financial Modeling, Business Process..., Business Valuation, Strategic Planning, Forecasting, Budget Process, Microsoft Excel, Written & Oral..., Purchase Price..., Business Economics, Finance, Valuation, Due Diligence, Banking, Portfolio Management, Credit, Analysis, Private Equity
Education
Texas A&M University 1992 — 1995
BBA, Finance
City National Bank April 2005 - Present
Ernst & Young LLP June 1999 - August 2004
Legacy Bank of Texas August 1997 - June 1999
Legacy Bank of Texas October 1995 - August 1997
Skills
Financial Analysis, Financial Modeling, Business Process..., Business Valuation, Strategic Planning, Forecasting, Budget Process, Microsoft Excel, Written & Oral..., Purchase Price..., Business Economics, Finance, Valuation, Due Diligence, Banking, Portfolio Management, Credit, Analysis, Private Equity
Education
Texas A&M University 1992 — 1995
BBA, Finance
Jim Irvin's City National Bank Experience November 2014 - Present
Job Senior Vice President Entertainment Division
Industry Investment Banking
Experience
City National Bank November 2014 - Present
SunTrust Bank April 2013 - November 2014
Bank of America Merrill Lynch August 2011 - April 2013
JPMorgan 2004 - August 2011
KPMG 2002 - 2004
Education
UCLA Anderson School of Management 2003 — 2006
MBA
The University of Texas at Austin 1991 — 1996
BBA, Accounting
City National Bank November 2014 - Present
SunTrust Bank April 2013 - November 2014
Bank of America Merrill Lynch August 2011 - April 2013
JPMorgan 2004 - August 2011
KPMG 2002 - 2004
Education
UCLA Anderson School of Management 2003 — 2006
MBA
The University of Texas at Austin 1991 — 1996
BBA, Accounting
Dean Yuan's City National Bank Experience July 1999 - March 2001
Job Controller at My Wireless
Industry Wireless
Experience
My Wireless July 2015 - Present
Karlssonwilker Inc. October 2014 - July 2015
Wood, Smith, Henning & Berman September 2009 - June 2014
Oakwood Worldwide March 2007 - February 2009
Oakwood Worldwide April 2006 - February 2007
Transcom April 2001 - March 2006
City National Bank July 1999 - March 2001
Initiative June 1998 - June 1999
Dassault Systemes May 1997 - September 1997
Skills
Forecasting, Competitive Analysis, Business Development, Customer Service, Surveying, Legal Issues, Franchising, Finance, Strategic Planning, Analytics, Negotiation, Business Planning, Financial Modeling, Accounting, Strategy, Managerial Finance, Budgets, Management, Financial Analysis, Budgeting, Financial Reporting
Education
University of Southern California - Marshall School of Business
BS, Finance/Operations
Stanford University 1995 — 1995
Business/Managerial Economics
My Wireless July 2015 - Present
Karlssonwilker Inc. October 2014 - July 2015
Wood, Smith, Henning & Berman September 2009 - June 2014
Oakwood Worldwide March 2007 - February 2009
Oakwood Worldwide April 2006 - February 2007
Transcom April 2001 - March 2006
City National Bank July 1999 - March 2001
Initiative June 1998 - June 1999
Dassault Systemes May 1997 - September 1997
Skills
Forecasting, Competitive Analysis, Business Development, Customer Service, Surveying, Legal Issues, Franchising, Finance, Strategic Planning, Analytics, Negotiation, Business Planning, Financial Modeling, Accounting, Strategy, Managerial Finance, Budgets, Management, Financial Analysis, Budgeting, Financial Reporting
Education
University of Southern California - Marshall School of Business
BS, Finance/Operations
Stanford University 1995 — 1995
Business/Managerial Economics
Helen Cheung's City National Bank Experience April 2011 - June 2014
Job Senior Accountant at East West Bank
Industry Accounting
Experience
East West Bank June 2014 - Present
City National Bank April 2011 - June 2014
Simpson & Simpson CPAs October 2008 - March 2011
Plushland, Inc. June 2002 - September 2008
J. Arthur and Greenfield & Co., LLP. August 2001 - May 2002
Skills
Forecasting, Financial Reporting, Auditing, Accounting, Internal Controls, General Ledger, Tax, Payroll, Cash Flow, Account Reconciliation, Process Improvement, Managerial Finance, CPA, GAAP, Financial Accounting, Financial Analysis, US GAAP
Education
University of Southern California - Marshall School of Business 2000 — 2001
Master of Accounting
The Ohio State University 1996 — 2000
Bachelor of Science in Business Administration, Double Major in Accounting and Management Information System
East West Bank June 2014 - Present
City National Bank April 2011 - June 2014
Simpson & Simpson CPAs October 2008 - March 2011
Plushland, Inc. June 2002 - September 2008
J. Arthur and Greenfield & Co., LLP. August 2001 - May 2002
Skills
Forecasting, Financial Reporting, Auditing, Accounting, Internal Controls, General Ledger, Tax, Payroll, Cash Flow, Account Reconciliation, Process Improvement, Managerial Finance, CPA, GAAP, Financial Accounting, Financial Analysis, US GAAP
Education
University of Southern California - Marshall School of Business 2000 — 2001
Master of Accounting
The Ohio State University 1996 — 2000
Bachelor of Science in Business Administration, Double Major in Accounting and Management Information System
Adam Hunter's City National Bank Experience October 2008 - Present
Job Corporate Finance Analyst and Strategic Thinker
Industry Financial Services
Experience
City National Bank October 2008 - Present
Countrywide Home Loans December 2005 - October 2008
SCME Mortgage Bankers, Inc. 2004 - 2005
No Red Tape Mortgage June 2003 - November 2004
Hallmark Cards March 2001 - June 2003
Skills
Contract Negotiations, Presenter, Direct Sales, Data Mining, Data Analysis, Financial Modeling, Financial Analysis, Trend Analysis, Corporate Finance, Acquisition Integration, Valuation, Forecasting, Process Management, Process Mapping, Internal Controls, Business Plan..., Strategic Planning, Strategic Financial...
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA
University of Missouri-Columbia 1996 — 2000
BSBA, Finance
City National Bank October 2008 - Present
Countrywide Home Loans December 2005 - October 2008
SCME Mortgage Bankers, Inc. 2004 - 2005
No Red Tape Mortgage June 2003 - November 2004
Hallmark Cards March 2001 - June 2003
Skills
Contract Negotiations, Presenter, Direct Sales, Data Mining, Data Analysis, Financial Modeling, Financial Analysis, Trend Analysis, Corporate Finance, Acquisition Integration, Valuation, Forecasting, Process Management, Process Mapping, Internal Controls, Business Plan..., Strategic Planning, Strategic Financial...
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA
University of Missouri-Columbia 1996 — 2000
BSBA, Finance
Alexander Falk's City National Bank Experience April 2008 - Present
Job VP Product Solutions & Strategies
Industry Banking
Experience
City National Bank April 2008 - Present
Union Bank 2005 - 2008
JPMorgan Chase July 2003 - 2005
Citigroup June 1997 - July 2003
Skills
Electronic Payments, Banking, Payments
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance & Strategy
University of San Diego 1988 — 1992
BBA, International Business & Finance
City National Bank April 2008 - Present
Union Bank 2005 - 2008
JPMorgan Chase July 2003 - 2005
Citigroup June 1997 - July 2003
Skills
Electronic Payments, Banking, Payments
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance & Strategy
University of San Diego 1988 — 1992
BBA, International Business & Finance
Steve Kenagy, CCIM's City National Bank Experience December 2010 - Present
Job Vice President / Senior Relationship Manager at City National Bank
Industry Real Estate
Experience
City National Bank December 2010 - Present
Commercial Property Services, Inc. March 2006 - February 2011
SCI Real Estate Investments January 2006 - December 2008
Riverside National Bank / City National Bank April 1993 - August 2005
Security Pacific National Bank/Bank of America July 1986 - April 1993
First Trust Bank June 1992 - March 1993
Security Pacific National Bank / Bank of America June 1983 - June 1992
Skills
Real Estate Economics, Real Estate, Investments, Portfolio Management, Due Diligence, Commercial Real Estate, Loans, Finance, Risk Management, Banking, Underwriting, Brokerage, Private Equity, Real Estate Transactions, Commercial Lending, Asset Management, Commercial Mortgages, Loan Origination, CRM, Training, Credit, Leadership, Investment Properties, Management, Credit Analysis
Education
University of Arizona 1983 — 1986
Bachelor of Science, Agri-Business
City National Bank December 2010 - Present
Commercial Property Services, Inc. March 2006 - February 2011
SCI Real Estate Investments January 2006 - December 2008
Riverside National Bank / City National Bank April 1993 - August 2005
Security Pacific National Bank/Bank of America July 1986 - April 1993
First Trust Bank June 1992 - March 1993
Security Pacific National Bank / Bank of America June 1983 - June 1992
Skills
Real Estate Economics, Real Estate, Investments, Portfolio Management, Due Diligence, Commercial Real Estate, Loans, Finance, Risk Management, Banking, Underwriting, Brokerage, Private Equity, Real Estate Transactions, Commercial Lending, Asset Management, Commercial Mortgages, Loan Origination, CRM, Training, Credit, Leadership, Investment Properties, Management, Credit Analysis
Education
University of Arizona 1983 — 1986
Bachelor of Science, Agri-Business
Williamson Bonnie's City National Bank Experience May 1978 - June 1979
Job OSP Planning & Engineering at AT&T
Industry Wireless
Experience
AT&T June 1979 - Present
AT&T June 1979 - Present
City National Bank May 1978 - June 1979
Skills
Network Design, Wireless, Telecommunications, IP, LTE, GSM, VoIP, UMTS, Ethernet, CDMA, 3G, TCP/IP, MPLS
Education
Southern Nazarene University 1993 — 1994
Bachelor of Arts (B.A.), Human Resources Management and Services
University of Oklahoma 1979 — 1994
Bachelor's degree, General Studies
AT&T June 1979 - Present
AT&T June 1979 - Present
City National Bank May 1978 - June 1979
Skills
Network Design, Wireless, Telecommunications, IP, LTE, GSM, VoIP, UMTS, Ethernet, CDMA, 3G, TCP/IP, MPLS
Education
Southern Nazarene University 1993 — 1994
Bachelor of Arts (B.A.), Human Resources Management and Services
University of Oklahoma 1979 — 1994
Bachelor's degree, General Studies
Felix Whittaker's City National Bank Experience June 1983 - November 1995
Job Senior Vice President Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America July 2000 - Present
City National Bank June 1983 - November 1995
Skills
Loans, Risk Management, Portfolio Management, Underwriting, Commercial Lending, Mortgage Lending, Banking, Credit, Strategic Planning, Investments, Credit Analysis, Strategy, Commercial Banking, Finance, Nonprofits, Construction, Analysis, Wealth Management, Leadership
Education
UCLA Anderson School of Management 2007 — 2008
Management Development
University of Dayton
Communications
Bank of America July 2000 - Present
City National Bank June 1983 - November 1995
Skills
Loans, Risk Management, Portfolio Management, Underwriting, Commercial Lending, Mortgage Lending, Banking, Credit, Strategic Planning, Investments, Credit Analysis, Strategy, Commercial Banking, Finance, Nonprofits, Construction, Analysis, Wealth Management, Leadership
Education
UCLA Anderson School of Management 2007 — 2008
Management Development
University of Dayton
Communications
Cord Uhrner's City National Bank Experience November 2003 - May 2007
Job Manager International Distribution Lions Gate Entertainment
Industry Entertainment
Experience
Summit Entertainment May 2007 - Present
Lionsgate May 2007 - Present
Lions Gate Films 2007 - Present
City National Bank November 2003 - May 2007
Skills
Entertainment, Invoicing, Management, Advertising, Accounting
Education
Film Studies (UCLA Extension)
BA, English Major
University of Bremen
BA, English
Summit Entertainment May 2007 - Present
Lionsgate May 2007 - Present
Lions Gate Films 2007 - Present
City National Bank November 2003 - May 2007
Skills
Entertainment, Invoicing, Management, Advertising, Accounting
Education
Film Studies (UCLA Extension)
BA, English Major
University of Bremen
BA, English
Crockett Woodruff's City National Bank Experience June 2001 - Present
Job Senior Vice President Entertainment Division at City National Bank
Industry Banking
Experience
City National Bank June 2001 - Present
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
City National Bank June 2001 - Present
Education
Tulane University - A.B. Freeman School of Business 1995 — 1999
Daniel Rangel's City National Bank Experience November 2004 - January 2007
Job UX Designer and Front End Developer
Industry Design
Experience
Freelance Web Design & Development February 2011 - Present
Meditech Communications August 2013 - September 2013
Blue Earth Interactive June 2013 - August 2013
Bingo Theory Inc. July 2012 - January 2013
Dark Raven Productions November 2011 - July 2012
The Motion Picture Association of America June 2008 - April 2009
City National Bank November 2004 - January 2007
Skills
Web Design, Graphic Design, JavaScript, HTML5, HTML/XML, Advanced CSS, jQuery, PHP, ActionScript, Photography, Film Editing, Film Production, Music Production, Final Cut Pro, Pro Tools, Ableton Live, HTML 5, Web Development, MySQL, Screenwriting, After Effects, Illustrator, User Interface Design, WordPress, Adobe Creative Suite, InDesign, Dreamweaver, CSS, Information Architecture, Logo Design, HTML, Front-end, User Experience, Typography, Photoshop, Layout, CMS, Wireframes, Interaction Design, Creative Direction, Art Direction, Flash
Education
The Art Institutes International-Minnesota 2009 — 2013
Bachelor of Science, Web Design & Interactive Media
University of Illinois at Chicago - The School of Russian Art Theatre Drama Intensive 2000 — 2000
Master's Certificate, Drama/Theatre Arts and Stagecraft
AADA 1994 — 1995
Drama/Theatre Arts and Stagecraft
Freelance Web Design & Development February 2011 - Present
Meditech Communications August 2013 - September 2013
Blue Earth Interactive June 2013 - August 2013
Bingo Theory Inc. July 2012 - January 2013
Dark Raven Productions November 2011 - July 2012
The Motion Picture Association of America June 2008 - April 2009
City National Bank November 2004 - January 2007
Skills
Web Design, Graphic Design, JavaScript, HTML5, HTML/XML, Advanced CSS, jQuery, PHP, ActionScript, Photography, Film Editing, Film Production, Music Production, Final Cut Pro, Pro Tools, Ableton Live, HTML 5, Web Development, MySQL, Screenwriting, After Effects, Illustrator, User Interface Design, WordPress, Adobe Creative Suite, InDesign, Dreamweaver, CSS, Information Architecture, Logo Design, HTML, Front-end, User Experience, Typography, Photoshop, Layout, CMS, Wireframes, Interaction Design, Creative Direction, Art Direction, Flash
Education
The Art Institutes International-Minnesota 2009 — 2013
Bachelor of Science, Web Design & Interactive Media
University of Illinois at Chicago - The School of Russian Art Theatre Drama Intensive 2000 — 2000
Master's Certificate, Drama/Theatre Arts and Stagecraft
AADA 1994 — 1995
Drama/Theatre Arts and Stagecraft
Austin Dragon's City National Bank Experience August 2015 - Present
Job Vice President, Recruitment
Industry Banking
Experience
City National Bank August 2015 - Present
UnitedHealth Group September 2013 - 2014
Molina Healthcare 2009 - 2013
American Red Cross 2000 - 2004
Kinecta Federal Credit Union 1997 - 1999
Skills
Talent Acquisition, Onboarding, Employee Relations, Human Resources, Recruiting, Applicant Tracking..., College Recruiting, Internet Recruiting, Temporary Placement, Healthcare, Technical Recruiting, Taleo, Leadership, Talent Management, HRIS
Education
Université Sorbonne Nouvelle - Paris 3
City National Bank August 2015 - Present
UnitedHealth Group September 2013 - 2014
Molina Healthcare 2009 - 2013
American Red Cross 2000 - 2004
Kinecta Federal Credit Union 1997 - 1999
Skills
Talent Acquisition, Onboarding, Employee Relations, Human Resources, Recruiting, Applicant Tracking..., College Recruiting, Internet Recruiting, Temporary Placement, Healthcare, Technical Recruiting, Taleo, Leadership, Talent Management, HRIS
Education
Université Sorbonne Nouvelle - Paris 3
Kelly Schmalhausen's City National Bank Experience April 2011 - April 2012
Job Vice President at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2014 - Present
Tri-Star Financial June 2013 - June 2014
KOS Consulting 2001 - 2014
Financial Services May 2012 - June 2013
City National Bank April 2011 - April 2012
Zions Bancorporation January 2005 - December 2010
Amegy Bank (acquired by Zions) 2002 - 2005
Bank United 1993 - 2001
Skills
Broker-Dealer, Investment Advisory, General Securities..., FINRA, Securities Regulation, Risk Assessment, Investment Advisor..., Compliance Program..., Regulatory Examinations, Compliance Testing, Risk Management, AML, Wealth Management, Investment Management, KYC, Risk Based Testing, Regulatory Policy, Mutual Funds, Internal & External..., Investments, Banking, Series 24, Enterprise Risk..., Series 7, Series 63, SEC, USA PATRIOT Act, OFAC, Bank Secrecy Act, Financial Regulation, Financial Advisory, Insurance, Series 65, Asset Management, Financial Services, Operational Risk..., Securities, Investment Company Act, Securities Exchange Act..., Investment Advisers Act, 1940 Act, Investment Compliance, Broker-Dealer Compliance, Compliance Officers, Compliance Oversight, Compliance Operations, Compliance Procedures, Compliance..., Compliance Monitoring, Compliance
Education
University of Houston 1984 — 1986
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1981 — 1984
BOK Financial June 2014 - Present
Tri-Star Financial June 2013 - June 2014
KOS Consulting 2001 - 2014
Financial Services May 2012 - June 2013
City National Bank April 2011 - April 2012
Zions Bancorporation January 2005 - December 2010
Amegy Bank (acquired by Zions) 2002 - 2005
Bank United 1993 - 2001
Skills
Broker-Dealer, Investment Advisory, General Securities..., FINRA, Securities Regulation, Risk Assessment, Investment Advisor..., Compliance Program..., Regulatory Examinations, Compliance Testing, Risk Management, AML, Wealth Management, Investment Management, KYC, Risk Based Testing, Regulatory Policy, Mutual Funds, Internal & External..., Investments, Banking, Series 24, Enterprise Risk..., Series 7, Series 63, SEC, USA PATRIOT Act, OFAC, Bank Secrecy Act, Financial Regulation, Financial Advisory, Insurance, Series 65, Asset Management, Financial Services, Operational Risk..., Securities, Investment Company Act, Securities Exchange Act..., Investment Advisers Act, 1940 Act, Investment Compliance, Broker-Dealer Compliance, Compliance Officers, Compliance Oversight, Compliance Operations, Compliance Procedures, Compliance..., Compliance Monitoring, Compliance
Education
University of Houston 1984 — 1986
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1981 — 1984
Oliver Campbell's City National Bank Experience March 2001 - December 2011
Job SVP, Sr. Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo May 2013 - Present
First Republic Bank December 2011 - September 2012
City National Bank March 2001 - December 2011
Arizona State Retirement System August 1996 - April 2000
DSI International Management September 1993 - July 1996
General Dynamics Corp. September 1991 - September 1993
Wilshire Associates February 1990 - September 1991
Mellon Bank August 1985 - February 1990
Skills
Portfolio Management, Equity Derivatives, Trading, Equities, Investments, Derivatives, Equity Research, Portfolios
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
University of Arizona 1978 — 1982
SB, Finance
Institute for European Studies 1980 — 1981
NA, Liberal Arts
Wells Fargo May 2013 - Present
First Republic Bank December 2011 - September 2012
City National Bank March 2001 - December 2011
Arizona State Retirement System August 1996 - April 2000
DSI International Management September 1993 - July 1996
General Dynamics Corp. September 1991 - September 1993
Wilshire Associates February 1990 - September 1991
Mellon Bank August 1985 - February 1990
Skills
Portfolio Management, Equity Derivatives, Trading, Equities, Investments, Derivatives, Equity Research, Portfolios
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
University of Arizona 1978 — 1982
SB, Finance
Institute for European Studies 1980 — 1981
NA, Liberal Arts
Chet Haines's City National Bank Experience 1978 - 1981
Job Asset Based Lending Professional
Industry Banking
Experience
Asset Based Lending June 2003 - Present
California Bank & Trust June 1998 - June 2003
California Bank & Trust 1998 - 2003
Guardian Examination Service, LLC June 1992 - June 1998
California Commerce Bank 1985 - 1998
Crocker Bank 1980 - 1985
City National Bank 1978 - 1981
Columbia Union National Bank & Trust Company 1967 - 1979
Skills
Asset Based Lending, Factoring, Loans, Cash Flow Lending, Commercial Finance, Commercial Lending, Banking, Lines Of Credit, Small Business Lending, Credit Analysis, Commercial Banking, Working Capital..., Credit Risk, Consumer Lending, Mortgage Lending, Portfolio Management, Credit, Underwriting, Finance, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Risk Management
Education
Graduate School of Banking at University of Wisconsin 1968 — 1971
Banking
The University of Kansas 1951 — 1955
BS, Finance, Accounting, General Business
Asset Based Lending June 2003 - Present
California Bank & Trust June 1998 - June 2003
California Bank & Trust 1998 - 2003
Guardian Examination Service, LLC June 1992 - June 1998
California Commerce Bank 1985 - 1998
Crocker Bank 1980 - 1985
City National Bank 1978 - 1981
Columbia Union National Bank & Trust Company 1967 - 1979
Skills
Asset Based Lending, Factoring, Loans, Cash Flow Lending, Commercial Finance, Commercial Lending, Banking, Lines Of Credit, Small Business Lending, Credit Analysis, Commercial Banking, Working Capital..., Credit Risk, Consumer Lending, Mortgage Lending, Portfolio Management, Credit, Underwriting, Finance, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Risk Management
Education
Graduate School of Banking at University of Wisconsin 1968 — 1971
Banking
The University of Kansas 1951 — 1955
BS, Finance, Accounting, General Business
Eric Griesner's City National Bank Experience April 2007 - August 2007
Job Associate at Annaly Capital Management
Industry Financial Services
Experience
Annaly Capital Management April 2014 - Present
RBS Global Banking & Markets November 2010 - April 2014
KPMG Advisory September 2008 - November 2010
City National Bank April 2007 - August 2007
Skills
Bloomberg, Derivatives, Fixed Income, Capital Markets, Valuation, Investment Banking, Financial Modeling, Equities
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science (BS), Finance
University at Buffalo 2004 — 2008
Annaly Capital Management April 2014 - Present
RBS Global Banking & Markets November 2010 - April 2014
KPMG Advisory September 2008 - November 2010
City National Bank April 2007 - August 2007
Skills
Bloomberg, Derivatives, Fixed Income, Capital Markets, Valuation, Investment Banking, Financial Modeling, Equities
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science (BS), Finance
University at Buffalo 2004 — 2008
Ping Ying Lee's City National Bank Experience June 2008 - Present
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank June 2008 - Present
Mellon 1st Business Bank June 2006 - June 2008
Manufacturers Bank November 1996 - May 2006
Union Bank October 1987 - October 1990
Bank of America 1981 - 1987
Skills
Commercial Banking, Loans, Commercial Lending, Asset Based Lending, Credit, Small Business Lending, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance and Organizational Behavior
The Chinese University of Hong Kong
Bachelor of Business Administration (BBA), General Business Management
City National Bank June 2008 - Present
Mellon 1st Business Bank June 2006 - June 2008
Manufacturers Bank November 1996 - May 2006
Union Bank October 1987 - October 1990
Bank of America 1981 - 1987
Skills
Commercial Banking, Loans, Commercial Lending, Asset Based Lending, Credit, Small Business Lending, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance and Organizational Behavior
The Chinese University of Hong Kong
Bachelor of Business Administration (BBA), General Business Management
Linda Creim's City National Bank Experience 1990 - 1993
Job Senior Clinical Administrative Director at Keck School of Medicine of USC
Industry Hospital & Health Care
Experience
Keck School of Medicine of USC June 2014 - Present
Keck School of Medicine of USC October 2009 - May 2014
Wescom Credit Union 2004 - 2009
BWA Mortgage 2002 - 2004
City National Bank 1990 - 1993
(Union) Bank of California 1987 - 1990
Skills
Financial Analysis, Budgeting, Forecasting, Excel, Microsoft Excel, Budgets, Payroll, Business Planning, Analysis, Credit, Portfolio Management, Finance, Management, Team Leadership, Accounting, Leadership, Process Improvement, Research, Corporate Finance, Banking, Auditing, Due Diligence, Loans, Competitive Analysis, Negotiation, Training, Marketing, Strategic Financial..., Risk Management, Team Building, Business Strategy, Cross-functional Team..., Strategic Planning
Education
UCLA Anderson School of Management 1978 — 1980
MBA, Finance
University of California, Los Angeles 1974 — 1977
BA, History
Keck School of Medicine of USC June 2014 - Present
Keck School of Medicine of USC October 2009 - May 2014
Wescom Credit Union 2004 - 2009
BWA Mortgage 2002 - 2004
City National Bank 1990 - 1993
(Union) Bank of California 1987 - 1990
Skills
Financial Analysis, Budgeting, Forecasting, Excel, Microsoft Excel, Budgets, Payroll, Business Planning, Analysis, Credit, Portfolio Management, Finance, Management, Team Leadership, Accounting, Leadership, Process Improvement, Research, Corporate Finance, Banking, Auditing, Due Diligence, Loans, Competitive Analysis, Negotiation, Training, Marketing, Strategic Financial..., Risk Management, Team Building, Business Strategy, Cross-functional Team..., Strategic Planning
Education
UCLA Anderson School of Management 1978 — 1980
MBA, Finance
University of California, Los Angeles 1974 — 1977
BA, History
Karen Keenan Dietrich's City National Bank Experience February 2013 - Present
Job VP Senior Credit Officer at City National Bank
Industry Financial Services
Experience
City National Bank February 2013 - Present
Customers Bank September 2012 - January 2013
GMAC Bank 2002 - September 2012
GMAC ResCap 2005 - 2006
GE Capital Mortgage Services 1994 - 2000
Office of Thrift Supervision 1981 - 1994
Skills
Mortgage Banking, Credit Analysis, Credit Risk, Loans, Credit, Mortgage Lending, Banking, Financial Analysis, Risk Management, Due Diligence, Commercial Banking, Financial Risk, Portfolio Management
Education
Susquehanna University 1981 — 1985
BS, Finance
City National Bank February 2013 - Present
Customers Bank September 2012 - January 2013
GMAC Bank 2002 - September 2012
GMAC ResCap 2005 - 2006
GE Capital Mortgage Services 1994 - 2000
Office of Thrift Supervision 1981 - 1994
Skills
Mortgage Banking, Credit Analysis, Credit Risk, Loans, Credit, Mortgage Lending, Banking, Financial Analysis, Risk Management, Due Diligence, Commercial Banking, Financial Risk, Portfolio Management
Education
Susquehanna University 1981 — 1985
BS, Finance
Phil Bond's City National Bank Experience 1998 - 2003
Job EVP / Chief Credit Officer at Farmers & Merchants Bank of Long Beach
Industry Banking
Experience
Farmers & Merchants Bank of Long Beach April 2012 - Present
Beach Business Bank October 2003 - April 2012
City National Bank 1998 - 2003
Skills
Commercial Lending, Banking, Commercial Banking, Loans, C&I Lending, Credit, SBA, Credit Analysis, SBA 504, Small Business Lending, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Portfolio Management, Underwriting, Credit Risk, Mortgage Lending, Risk Management, Treasury Management, Financial Analysis, Due Diligence, Loan Origination, Consumer Lending, Cash Management, Financial Risk, Financial Services, Finance, Retail Banking, Bank Secrecy Act, Mortgage Banking, Financial Institutions, Cash Flow Lending
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, General
University of California, Los Angeles
Master of Business Administration (MBA)
Farmers & Merchants Bank of Long Beach April 2012 - Present
Beach Business Bank October 2003 - April 2012
City National Bank 1998 - 2003
Skills
Commercial Lending, Banking, Commercial Banking, Loans, C&I Lending, Credit, SBA, Credit Analysis, SBA 504, Small Business Lending, Asset Based Lending, Commercial Mortgages, Lines Of Credit, Portfolio Management, Underwriting, Credit Risk, Mortgage Lending, Risk Management, Treasury Management, Financial Analysis, Due Diligence, Loan Origination, Consumer Lending, Cash Management, Financial Risk, Financial Services, Finance, Retail Banking, Bank Secrecy Act, Mortgage Banking, Financial Institutions, Cash Flow Lending
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, General
University of California, Los Angeles
Master of Business Administration (MBA)
Alexander Falk's City National Bank Experience April 2008 - Present
Job Digital Channels at City National Bank
Industry Banking
Experience
City National Bank April 2008 - Present
Union Bank 2005 - 2008
JP Morgan Chase 2003 - 2005
Skills
Banking, Payments, Treasury Management, Electronic Payments, Risk Management, Retail Banking, Financial Services, Commercial Banking, Vendor Management, Portfolio Management, Relationship Management, Credit, Business Analysis, Strategy, Management, Cash Management
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance and Strategy
City National Bank April 2008 - Present
Union Bank 2005 - 2008
JP Morgan Chase 2003 - 2005
Skills
Banking, Payments, Treasury Management, Electronic Payments, Risk Management, Retail Banking, Financial Services, Commercial Banking, Vendor Management, Portfolio Management, Relationship Management, Credit, Business Analysis, Strategy, Management, Cash Management
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance and Strategy
Susan Dickerson's City National Bank Experience February 1992 - May 1998
Job Vice President, Human Resources at Mary Bird Perkins Cancer Center
Industry Hospital & Health Care
Experience
Mary Bird Perkins Cancer Center August 2010 - Present
Louisiana Workers' Compensation Corporation August 2008 - August 2010
JPMorgan Chase June 2006 - August 2008
JPMorgan Chase February 1992 - July 2008
JPMorgan Chase February 2001 - May 2006
Louisiana, Texas and Oklahoma May 1998 - February 2001
City National Bank February 1992 - May 1998
City National Bank February 1992 - May 1998
Maison Blanche Department Stores August 1985 - February 1992
Maison Blanche Department Stores August 1985 - February 1992
Skills
Performance Management, Recruiting, Succession Planning, Talent Management, Employee Relations, Deferred Compensation, Personnel Management, Human Resources, Training, Employee Benefits
Education
The University of Texas at Austin 1979 — 1983
BS, Fash Merch
Mary Bird Perkins Cancer Center August 2010 - Present
Louisiana Workers' Compensation Corporation August 2008 - August 2010
JPMorgan Chase June 2006 - August 2008
JPMorgan Chase February 1992 - July 2008
JPMorgan Chase February 2001 - May 2006
Louisiana, Texas and Oklahoma May 1998 - February 2001
City National Bank February 1992 - May 1998
City National Bank February 1992 - May 1998
Maison Blanche Department Stores August 1985 - February 1992
Maison Blanche Department Stores August 1985 - February 1992
Skills
Performance Management, Recruiting, Succession Planning, Talent Management, Employee Relations, Deferred Compensation, Personnel Management, Human Resources, Training, Employee Benefits
Education
The University of Texas at Austin 1979 — 1983
BS, Fash Merch
Darrell R. Claridge, CFP's City National Bank Experience October 2008 - Present
Job Vice President at City National Bank
Industry Banking
Experience
City National Bank October 2008 - Present
Bank of America June 2004 - September 2008
Wells Fargo September 1997 - May 2004
Skills
Estate Planning, Personal Trust..., Personal Financial..., Asset Managment, Private Banking, Mortgage Lending, Retirement Planning, Financial Analysis, Certified Financial..., Financial Services, Banking, Investment Advisory, Loans, Portfolio Management, Insurance, Financial Advisory, Credit, Securities, Investment Management
Education
The American University of Paris 1988 — 1991
BA, International Affairs
City National Bank October 2008 - Present
Bank of America June 2004 - September 2008
Wells Fargo September 1997 - May 2004
Skills
Estate Planning, Personal Trust..., Personal Financial..., Asset Managment, Private Banking, Mortgage Lending, Retirement Planning, Financial Analysis, Certified Financial..., Financial Services, Banking, Investment Advisory, Loans, Portfolio Management, Insurance, Financial Advisory, Credit, Securities, Investment Management
Education
The American University of Paris 1988 — 1991
BA, International Affairs
Jeannie Thornburg's City National Bank Experience April 1999 - June 2013
Job Sales Administrator at City National Bank
Industry Banking
Experience
National City Bank Financial Consultant AccociateCity National BankApril 1999 - Present
City National Bank April 1999 - June 2013
Morgan Stanley June 1997 - April 1999
Skills
Banking, Risk Management, Financial Analysis, Portfolio Management, Loans, Microsoft Office
Education
The University of Akron
Bachelor of Scinece Finance
National City Bank Financial Consultant AccociateCity National BankApril 1999 - Present
City National Bank April 1999 - June 2013
Morgan Stanley June 1997 - April 1999
Skills
Banking, Risk Management, Financial Analysis, Portfolio Management, Loans, Microsoft Office
Education
The University of Akron
Bachelor of Scinece Finance
Jonathan Maas's City National Bank Experience February 2015 - Present
Job UX Designer at City National Bank
Industry Internet
Experience
City National Bank February 2015 - Present
Gabe Kontrovitz Studios February 2012 - Present
Spark Networks May 2012 - September 2014
Spanners - The Movie February 2012 - March 2012
Parking In Motion September 2011 - January 2012
Avalon Marketing USA April 2011 - July 2011
Mike Mathis Productions January 2008 - June 2010
Skills
InDesign, Illustrator, Photoshop, User Experience, Copywriting, SEO, Television, Editing, Web Design, User Interface Design, Adobe Creative Suite, HTML, CSS, Rich Media, Science, Education, Non-profits, Television Production, Video Editing, Final Cut Pro, Dreamweaver, Wordpress, Quality Assurance, Wire Framing, Software Prototyping, Axure RP, Visio, User Experience Testing, Remote User Testing
Education
UCLA 2011 — 2012
Certificate, Project Management
Stanford University 1996 — 2000
B.A. / B.S., Biology and History
City National Bank February 2015 - Present
Gabe Kontrovitz Studios February 2012 - Present
Spark Networks May 2012 - September 2014
Spanners - The Movie February 2012 - March 2012
Parking In Motion September 2011 - January 2012
Avalon Marketing USA April 2011 - July 2011
Mike Mathis Productions January 2008 - June 2010
Skills
InDesign, Illustrator, Photoshop, User Experience, Copywriting, SEO, Television, Editing, Web Design, User Interface Design, Adobe Creative Suite, HTML, CSS, Rich Media, Science, Education, Non-profits, Television Production, Video Editing, Final Cut Pro, Dreamweaver, Wordpress, Quality Assurance, Wire Framing, Software Prototyping, Axure RP, Visio, User Experience Testing, Remote User Testing
Education
UCLA 2011 — 2012
Certificate, Project Management
Stanford University 1996 — 2000
B.A. / B.S., Biology and History
Allyson Saunders's City National Bank Experience January 1991 - February 1995
Job Principal at SaundersLaw
Industry Law Practice
Experience
SaundersLaw January 2013 - Present
Smart Girls' Guide to Construction Law 2012 - Present
Holland & Knight LLP January 2000 - December 2012
Katten Muchin Rosenman LLP December 1997 - December 1999
Paul Hastings February 1995 - December 1997
City National Bank January 1991 - February 1995
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 1989 - January 1991
Shea & Gould (Firm Dissolved) October 1987 - May 1989
Skills
Legal Writing, Legal Research, Real Estate, Real Estate Development, Government, Federal Indian Law, Construction Law, Sales Tax, Commercial Real Estate, Finance, Due Diligence, Management, Environmental Law, Corporate Law, Strategic Planning, Contract Negotiation, Restructuring, Corporate Governance
Education
Loyola Law School, Los Angeles 1984 — 1987
JD, Law
University at Buffalo 1972 — 1977
B.A., cum laude, English, Psychology
SaundersLaw January 2013 - Present
Smart Girls' Guide to Construction Law 2012 - Present
Holland & Knight LLP January 2000 - December 2012
Katten Muchin Rosenman LLP December 1997 - December 1999
Paul Hastings February 1995 - December 1997
City National Bank January 1991 - February 1995
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 1989 - January 1991
Shea & Gould (Firm Dissolved) October 1987 - May 1989
Skills
Legal Writing, Legal Research, Real Estate, Real Estate Development, Government, Federal Indian Law, Construction Law, Sales Tax, Commercial Real Estate, Finance, Due Diligence, Management, Environmental Law, Corporate Law, Strategic Planning, Contract Negotiation, Restructuring, Corporate Governance
Education
Loyola Law School, Los Angeles 1984 — 1987
JD, Law
University at Buffalo 1972 — 1977
B.A., cum laude, English, Psychology
Rob Schindelheim's City National Bank Experience 1990 - 1994
Job Client Technical Professional/Software Architect at IBM
Industry Information Technology and Services
Experience
IBM August 2010 - Present
IBM January 2008 - 2009
IBM Tivoli Software January 2001 - 2009
Tivoli Systems 1997 - 2001
Business Objects 1997 - 1997
Compuware 1996 - 1996
Brock Control Systems 1995 - 1995
Candle Corporation 1994 - 1994
City National Bank 1990 - 1994
Skills
Cloud Computing, Enterprise Software, Storage, Enterprise Architecture, SaaS, Solution Architecture, Virtualization, Storage Virtualization, Pre-sales, Unix, IT Strategy, CRM, IT Service Management, High Availability, Service Management, Disaster Recovery, Data Center, Business Intelligence, Linux, AIX, Storage Solutions, Storage Area Networks, Infrastructure, Consulting, SAN, Storage Management, Integration, Software Development, TSM, VMware, Operating Systems, DS4000, Software Project..., Systems Management, Netcool, IBM Tivoli, Solaris, IBM AIX
Education
University of Maryland Baltimore 1968 — 1969
Psychiatric Social Work
State University of New York at Buffalo 1963 — 1968
Bachelor of Arts, History, Psychology
Chubb Institute for Computer Technology
Certificate, Applications Programming
IBM August 2010 - Present
IBM January 2008 - 2009
IBM Tivoli Software January 2001 - 2009
Tivoli Systems 1997 - 2001
Business Objects 1997 - 1997
Compuware 1996 - 1996
Brock Control Systems 1995 - 1995
Candle Corporation 1994 - 1994
City National Bank 1990 - 1994
Skills
Cloud Computing, Enterprise Software, Storage, Enterprise Architecture, SaaS, Solution Architecture, Virtualization, Storage Virtualization, Pre-sales, Unix, IT Strategy, CRM, IT Service Management, High Availability, Service Management, Disaster Recovery, Data Center, Business Intelligence, Linux, AIX, Storage Solutions, Storage Area Networks, Infrastructure, Consulting, SAN, Storage Management, Integration, Software Development, TSM, VMware, Operating Systems, DS4000, Software Project..., Systems Management, Netcool, IBM Tivoli, Solaris, IBM AIX
Education
University of Maryland Baltimore 1968 — 1969
Psychiatric Social Work
State University of New York at Buffalo 1963 — 1968
Bachelor of Arts, History, Psychology
Chubb Institute for Computer Technology
Certificate, Applications Programming
Phil Moore, MAI's City National Bank Experience August 2010 - September 2011
Job Sr. Commercial Review Appraiser at JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase September 2011 - Present
City National Bank August 2010 - September 2011
World Savings/Wachovia November 1989 - October 2008
Skills
Commercial Real Estate, Sales, Investment Properties, Foreclosures, FHA, REO, Appraisals, Real Estate, Mortgage Lending, Real Estate Economics
Education
University of Arizona 1982 — 1985
Bachelor's Degree, Management Information Systems (MIS)
JPMorgan Chase September 2011 - Present
City National Bank August 2010 - September 2011
World Savings/Wachovia November 1989 - October 2008
Skills
Commercial Real Estate, Sales, Investment Properties, Foreclosures, FHA, REO, Appraisals, Real Estate, Mortgage Lending, Real Estate Economics
Education
University of Arizona 1982 — 1985
Bachelor's Degree, Management Information Systems (MIS)
Alyssa Do, JD, LL.M's City National Bank Experience 2015 - Present
Job Private Client Advisor at City National Bank
Industry Banking
Experience
City National Bank 2015 - Present
City National Bank May 2009 - December 2014
Wells Fargo May 1999 - May 2009
Skills
Wealth Management, Portfolio Management, Banking, Investments, Private Banking, High Net Worth..., Strategic Financial..., Wealth Management..., Estate Planning, Asset Management, Financial Services, Investment Advisory, Asset Allocation, Financial Analysis, Risk Management
Education
University of Alabama 2011 — 2013
Master of Laws (LLM), Taxation
University of Southern California 2008 — 2011
Master of Business Administration (MBA), Finance, General
Glendale University College of Law 2003 — 2007
Doctor of Law (JD), Law
University of California, Irvine 1999 — 2002
Bachelor of Arts (BA), Economics and Sociology
City National Bank 2015 - Present
City National Bank May 2009 - December 2014
Wells Fargo May 1999 - May 2009
Skills
Wealth Management, Portfolio Management, Banking, Investments, Private Banking, High Net Worth..., Strategic Financial..., Wealth Management..., Estate Planning, Asset Management, Financial Services, Investment Advisory, Asset Allocation, Financial Analysis, Risk Management
Education
University of Alabama 2011 — 2013
Master of Laws (LLM), Taxation
University of Southern California 2008 — 2011
Master of Business Administration (MBA), Finance, General
Glendale University College of Law 2003 — 2007
Doctor of Law (JD), Law
University of California, Irvine 1999 — 2002
Bachelor of Arts (BA), Economics and Sociology
Maryann Hobbs's City National Bank Experience 2002 - 2006
Job Vice President at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank May 2006 - Present
City National Bank 2002 - 2006
Four Seasons Hotels and Resorts 2000 - 2002
Irvine Company 1992 - 2000
DKM Building Enterprises 1990 - 1992
Meiji Mutual Life 1987 - 1990
Skills
Real Estate, Loans, Commercial Real Estate, Financial Analysis, Customer Relations, Commercial Lending, Asset Management, Commercial Banking, Banking, Corporate Finance, Finance, Credit Analysis, Underwriting, Real Estate Economics, Small Business Lending, Portfolio Management, Risk Assessment, Collaborative Problem..., Due Diligence
Education
Stetson University 1984 — 1987
BBA, Finance
Pacific Western Bank May 2006 - Present
City National Bank 2002 - 2006
Four Seasons Hotels and Resorts 2000 - 2002
Irvine Company 1992 - 2000
DKM Building Enterprises 1990 - 1992
Meiji Mutual Life 1987 - 1990
Skills
Real Estate, Loans, Commercial Real Estate, Financial Analysis, Customer Relations, Commercial Lending, Asset Management, Commercial Banking, Banking, Corporate Finance, Finance, Credit Analysis, Underwriting, Real Estate Economics, Small Business Lending, Portfolio Management, Risk Assessment, Collaborative Problem..., Due Diligence
Education
Stetson University 1984 — 1987
BBA, Finance
Lisa Kaskel's City National Bank Experience June 2006 - August 2011
Job Senior Vice President at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank October 2011 - Present
City National Bank June 2006 - August 2011
Cal National Bank 2005 - 2006
Fremont Investment & Loan October 1996 - August 2004
Skills
Real Estate, Financial Structuring, Negotiation, Business Development, Commercial Real Estate, Real Estate Financing, Structured Finance
Education
The University of Kansas
B.S., Journalism / Advertising
Pacific Western Bank October 2011 - Present
City National Bank June 2006 - August 2011
Cal National Bank 2005 - 2006
Fremont Investment & Loan October 1996 - August 2004
Skills
Real Estate, Financial Structuring, Negotiation, Business Development, Commercial Real Estate, Real Estate Financing, Structured Finance
Education
The University of Kansas
B.S., Journalism / Advertising
Kathi Rader, CRS,RRS's City National Bank Experience 1969 - 1976
Job Specializing in residential real estate for over 30 yrs in Central Ohio and Greater Lexington, Ky areas
Industry Real Estate
Experience
Keller Williams Bluegrass Realty August 2013 - Present
HER Realtors 2010 - 2011
City National Bank 1969 - 1976
Skills
Buyer Representation, Sellers, Relocation, First Time Home Buyers, Short Sales, Single Family Homes, Foreclosures, New Home Sales, Real Estate, Condos, Residential Homes, Investment Properties, REO, Referrals, Buyers, Selling, ABR, Luxury, e-PRO, Townhomes, Real Estate Development, Vacation Homes, SFR, Listings, Seller Representation, Rentals, Real Property, Leases, Real Estate Transactions, Seniors, Relocation Buyers, First Time Home Sellers, Real Estate License, National Association of..., Listing Homes, HUD, Negotiation, Council of Residential..., Waterfront, New Homes, FHA, Agents, Sales, Corporate Relocation, Move Up Buyers, Property, Resellers, Commercial Real Estate, Investors, Home Staging
Education
Northland High School 1966 — 1969
The Ohio State University
Keller Williams Bluegrass Realty August 2013 - Present
HER Realtors 2010 - 2011
City National Bank 1969 - 1976
Skills
Buyer Representation, Sellers, Relocation, First Time Home Buyers, Short Sales, Single Family Homes, Foreclosures, New Home Sales, Real Estate, Condos, Residential Homes, Investment Properties, REO, Referrals, Buyers, Selling, ABR, Luxury, e-PRO, Townhomes, Real Estate Development, Vacation Homes, SFR, Listings, Seller Representation, Rentals, Real Property, Leases, Real Estate Transactions, Seniors, Relocation Buyers, First Time Home Sellers, Real Estate License, National Association of..., Listing Homes, HUD, Negotiation, Council of Residential..., Waterfront, New Homes, FHA, Agents, Sales, Corporate Relocation, Move Up Buyers, Property, Resellers, Commercial Real Estate, Investors, Home Staging
Education
Northland High School 1966 — 1969
The Ohio State University
Charlie Hendrickson's City National Bank Experience 2010 - 2011
Job Farmers Insurance Agent
Industry Insurance
Experience
Farmers Insurance March 2011 - Present
City National Bank 2010 - 2011
Skills
Casualty, Property & Casualty...
Education
Southwest Baptist University 1977 — 1981
Bachelor of Arts (B.A.), Psychology
Farmers Insurance March 2011 - Present
City National Bank 2010 - 2011
Skills
Casualty, Property & Casualty...
Education
Southwest Baptist University 1977 — 1981
Bachelor of Arts (B.A.), Psychology
Krista Pisciotta's City National Bank Experience October 2009 - November 2011
Job Branch Manager at Harbor Community Bank
Industry Banking
Experience
Harbor Community Bank July 2011 - Present
City National Bank October 2009 - November 2011
Seacoast National Bank 2000 - 2009
Skills
Consumer Lending, Commercial Banking
Education
Trevecca Nazarene University
Harbor Community Bank July 2011 - Present
City National Bank October 2009 - November 2011
Seacoast National Bank 2000 - 2009
Skills
Consumer Lending, Commercial Banking
Education
Trevecca Nazarene University
Kerry Amann, PHR's City National Bank Experience July 1992 - August 1993
Job Herbal Educator
Industry Health, Wellness and Fitness
Experience
Your Apothekerry May 2015 - Present
Goodwill of Central Arizona July 2013 - July 2015
Dunbar Harder, PLLC August 2007 - June 2013
The Home Depot November 2006 - August 2007
The Home Depot October 2003 - November 2006
The Home Depot April 2001 - October 2003
Washington Mutual Finance April 1997 - January 2001
Floral Depot August 1993 - February 1997
City National Bank July 1992 - August 1993
Skills
Recruiting, Human Resources, Management, PowerPoint, Training
Education
Southwest Institute of Healing Arts 2014 — 2016
Associate's degree, Western Herbalism/Holistic Nutrition
Sam Houston University
Your Apothekerry May 2015 - Present
Goodwill of Central Arizona July 2013 - July 2015
Dunbar Harder, PLLC August 2007 - June 2013
The Home Depot November 2006 - August 2007
The Home Depot October 2003 - November 2006
The Home Depot April 2001 - October 2003
Washington Mutual Finance April 1997 - January 2001
Floral Depot August 1993 - February 1997
City National Bank July 1992 - August 1993
Skills
Recruiting, Human Resources, Management, PowerPoint, Training
Education
Southwest Institute of Healing Arts 2014 — 2016
Associate's degree, Western Herbalism/Holistic Nutrition
Sam Houston University
Jon Workman's City National Bank Experience June 2011 - May 2013
Job Providing Insurance and Financial Services Solutions
Industry Insurance
Experience
Farmers Insurance May 2013 - September 2013
City National Bank June 2011 - May 2013
Wedbush Securities August 1998 - June 2011
Skills
Fixed Income, 529 Plans, Municipal Bonds, High Yield Bonds, Alternative Investments, Mutual Funds, Asset Management, ETFs, Asset Allocation, Underwriting, Risk Management, Bloomberg Software, Morningstar, Lipper, Trust Management, Series 7, Series 24, Series 63, Series 55, 401k, IRAs, Life & Health Insurance..., Microsoft Word, Investment Advisory, Bonds, Trading, Wealth Management, Securities, Property & Casualty..., Financial Advisory
Education
University of Arkansas at Little Rock 1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
University of Arkansas at Fayetteville 1981 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Farmers Insurance May 2013 - September 2013
City National Bank June 2011 - May 2013
Wedbush Securities August 1998 - June 2011
Skills
Fixed Income, 529 Plans, Municipal Bonds, High Yield Bonds, Alternative Investments, Mutual Funds, Asset Management, ETFs, Asset Allocation, Underwriting, Risk Management, Bloomberg Software, Morningstar, Lipper, Trust Management, Series 7, Series 24, Series 63, Series 55, 401k, IRAs, Life & Health Insurance..., Microsoft Word, Investment Advisory, Bonds, Trading, Wealth Management, Securities, Property & Casualty..., Financial Advisory
Education
University of Arkansas at Little Rock 1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
University of Arkansas at Fayetteville 1981 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Brandon Gehret's City National Bank Experience March 2015 - Present
Job Assistant Vice President Credit Officer at City National Bank
Industry Financial Services
Experience
City National Bank March 2015 - Present
City National Bank March 2014 - Present
City National Bank September 2012 - March 2014
City National Bank June 2011 - September 2012
Tax Assessment Associates January 2010 - November 2010
NewMark Merrill Companies May 2008 - August 2008
Skills
Management, Loans, Financial Analysis, Underwriting, Business Development, Training, Due Diligence, Credit Analysis
Education
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Finance
City National Bank March 2015 - Present
City National Bank March 2014 - Present
City National Bank September 2012 - March 2014
City National Bank June 2011 - September 2012
Tax Assessment Associates January 2010 - November 2010
NewMark Merrill Companies May 2008 - August 2008
Skills
Management, Loans, Financial Analysis, Underwriting, Business Development, Training, Due Diligence, Credit Analysis
Education
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Finance
Gregory Hoyt's City National Bank Experience January 2008 - Present
Job Datafaction Sales Officer Entertainment Division at City National Bank, President at Team Campbell Foundation
Industry Banking
Experience
Team Campbell Foundation January 2015 - Present
City National Bank January 2008 - Present
Wall Street Systems January 2007 - January 2008
ABN AMRO January 2005 - December 2006
Deutsche Bank August 1997 - December 2004
Skills
Datafaction, Treasury Management, Sales, Banking, Business Development, Cash Management, Portfolio Management, Financial Risk, Business Analysis, Commercial Banking, Relationship Management, Financial Services, Risk Management
Education
The Citadel 1992 — 1996
B.A, Mathematics
Team Campbell Foundation January 2015 - Present
City National Bank January 2008 - Present
Wall Street Systems January 2007 - January 2008
ABN AMRO January 2005 - December 2006
Deutsche Bank August 1997 - December 2004
Skills
Datafaction, Treasury Management, Sales, Banking, Business Development, Cash Management, Portfolio Management, Financial Risk, Business Analysis, Commercial Banking, Relationship Management, Financial Services, Risk Management
Education
The Citadel 1992 — 1996
B.A, Mathematics
Henry Schneider's City National Bank Experience March 2011 - August 2014
Job Managing Director, Client Management & Regulatory Services at OneAmerica Retirement Services LLC
Industry Insurance
Experience
OneAmerica Retirement Services LLC September 2014 - Present
City National Bank March 2011 - August 2014
San Diego Pension Consultants June 2000 - February 2011
Skills
Portfolio Management, Relationship Management, Banking, Investments, Management, Retirement, Wealth Management, Mutual Funds
Education
Swarthmore College 1983 — 1987
BA, Chemistry
OneAmerica Retirement Services LLC September 2014 - Present
City National Bank March 2011 - August 2014
San Diego Pension Consultants June 2000 - February 2011
Skills
Portfolio Management, Relationship Management, Banking, Investments, Management, Retirement, Wealth Management, Mutual Funds
Education
Swarthmore College 1983 — 1987
BA, Chemistry
Charlie McGann's City National Bank Experience May 2012 - Present
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank May 2012 - Present
Union Bank January 2004 - May 2012
Carr Capital 1998 - 2001
Montgomery Securities 1996 - 1998
Skills
Real Estate Economics, Credit Analysis, Underwriting, Loans, Portfolio Management, Loan Origination, Construction Loans, Financial Modeling, Real Estate, Investments, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1994 — 1995
MBA, Finance
Trinity College-Hartford 1983 — 1987
BA, Economics
City National Bank May 2012 - Present
Union Bank January 2004 - May 2012
Carr Capital 1998 - 2001
Montgomery Securities 1996 - 1998
Skills
Real Estate Economics, Credit Analysis, Underwriting, Loans, Portfolio Management, Loan Origination, Construction Loans, Financial Modeling, Real Estate, Investments, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1994 — 1995
MBA, Finance
Trinity College-Hartford 1983 — 1987
BA, Economics
Besy Diop's City National Bank Experience June 2014 - Present
Job City National Bank
Industry Financial Services
Experience
City National Bank June 2014 - Present
City National Bank January 2012 - May 2014
Financiera Confianza, Inc March 2008 - December 2011
Financiera Confianza, Inc September 2007 - March 2008
LA's Best July 2003 - July 2004
Citibank May 2000 - August 2003
Panda Express November 1998 - October 2000
Skills
Financial Services, Leadership, Strategy, Human Resources, Loans, Management, Banking, Credit, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2010
Pre-MBA Program, Riordan Fellows Program
University of California, Los Angeles 2004 — 2007
BA, Sociology & Education
City National Bank June 2014 - Present
City National Bank January 2012 - May 2014
Financiera Confianza, Inc March 2008 - December 2011
Financiera Confianza, Inc September 2007 - March 2008
LA's Best July 2003 - July 2004
Citibank May 2000 - August 2003
Panda Express November 1998 - October 2000
Skills
Financial Services, Leadership, Strategy, Human Resources, Loans, Management, Banking, Credit, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2010
Pre-MBA Program, Riordan Fellows Program
University of California, Los Angeles 2004 — 2007
BA, Sociology & Education
Asher Adler's City National Bank Experience August 2013 - Present
Job Treasury Management Consultant, Specializing in Integrated Payment Solutions, Fraud Protection and Accounting Systems
Industry Banking
Experience
City National Bank August 2013 - Present
Datafaction, a subsidiary of City National Bank June 2010 - August 2013
USC UCEDD, Childrens Hospital Los Angeles October 2009 - June 2010
Skills
Sales, Banking, Account Management, Accounting, Process Improvement, Training, Analysis
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (MBA)
Touro College 2007 — 2009
Bachelor's degree, Psychology, 3.9 GPA
City National Bank August 2013 - Present
Datafaction, a subsidiary of City National Bank June 2010 - August 2013
USC UCEDD, Childrens Hospital Los Angeles October 2009 - June 2010
Skills
Sales, Banking, Account Management, Accounting, Process Improvement, Training, Analysis
Education
University of Southern California - Marshall School of Business 2014 — 2017
Master of Business Administration (MBA)
Touro College 2007 — 2009
Bachelor's degree, Psychology, 3.9 GPA
Carlye Cordner's City National Bank Experience PresidentNational Charity League, Pasadena Chapter2010 - 2011
Job Vice President Lead Credit Officer at City National Bank
Industry Banking
Experience
City National Bank PresidentNational Charity League, Pasadena Chapter2010 - 2011
Union Bank 1984 - 1991
Union Bank 1984 - 1991
Education
UCLA Anderson School of Management 1982 — 1984
Master of Business Administration (MBA), Finance/Marketing
UCLA
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
City National Bank PresidentNational Charity League, Pasadena Chapter2010 - 2011
Union Bank 1984 - 1991
Union Bank 1984 - 1991
Education
UCLA Anderson School of Management 1982 — 1984
Master of Business Administration (MBA), Finance/Marketing
UCLA
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Stacey Rhoten's City National Bank Experience March 2011 - Present
Job Business Systems Analyst at City National Bank
Industry Banking
Experience
City National Bank March 2011 - Present
City National Bank January 2011 - Present
City National Bank January 2007 - January 2011
City National Bank January 2000 - January 2007
The California Credit Union January 1999 - January 2000
PFF Bank & Trust January 1997 - January 1999
Wells Fargo Bank Covina January 1994 - January 1997
Skills
Oracle SQL, Access, Crystal Reports, Microsoft Excel, Microsoft SQL Server, Oracle, ODBC, SharePoint
Education
The California State University 1987 — 1991
Bachelor of Arts Degree, History
City National Bank March 2011 - Present
City National Bank January 2011 - Present
City National Bank January 2007 - January 2011
City National Bank January 2000 - January 2007
The California Credit Union January 1999 - January 2000
PFF Bank & Trust January 1997 - January 1999
Wells Fargo Bank Covina January 1994 - January 1997
Skills
Oracle SQL, Access, Crystal Reports, Microsoft Excel, Microsoft SQL Server, Oracle, ODBC, SharePoint
Education
The California State University 1987 — 1991
Bachelor of Arts Degree, History
Jerry McDermott's City National Bank Experience June 2004 - Present
Job Senior Vice President at City National Bank
Industry
Experience
City National Bank June 2004 - Present
California Bank & Trust 2009 - 2010
Bank of the West 1992 - 2004
Bank of America 1988 - 1992
security pacific bank 1988 - 1991
CIT 1981 - 1986
Education
Pacific Coast Banking School at University of Washington 1998 — 2000
The University of Montana - School of Business Administration 1973 — 1978
Bachelor of Science (BS)
City National Bank June 2004 - Present
California Bank & Trust 2009 - 2010
Bank of the West 1992 - 2004
Bank of America 1988 - 1992
security pacific bank 1988 - 1991
CIT 1981 - 1986
Education
Pacific Coast Banking School at University of Washington 1998 — 2000
The University of Montana - School of Business Administration 1973 — 1978
Bachelor of Science (BS)
Cesar De La Vega's City National Bank Experience January 2011 - July 2011
Job Fellow Office of General Counsel at The Urban Institute
Industry Law Practice
Experience
The Urban Institute September 2014 - Present
Stanford Law School August 2011 - June 2014
United Way of Greater Los Angeles August 2013 - September 2013
Alliance for a Better Community June 2013 - August 2013
The City Project February 2013 - June 2013
Mills Legal Clinic at Stanford Law School September 2012 - December 2012
The City Project June 2012 - August 2012
City National Bank January 2011 - July 2011
Academia de Servicios de Tutoria December 2010 - June 2011
University Credit Union March 2007 - August 2010
Skills
Legal Research, Legal Writing, Microsoft Excel, Fundraising, Public Policy, Research, Community Outreach, Microsoft Word, Spanish, Nonprofits, Editing, Microsoft Office, Public Speaking, PowerPoint, Health Policy, Education Policy, Policy Analysis, Transactional Law, Community Economic..., Building Coalitions, Legal Compliance, Environmental Justice, Board of Directors..., Mentoring, Social Entrepreneurship, Charity Governance
Education
Stanford University Law School 2011 — 2014
Juris Doctor (J.D.)
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Psychology
The Urban Institute September 2014 - Present
Stanford Law School August 2011 - June 2014
United Way of Greater Los Angeles August 2013 - September 2013
Alliance for a Better Community June 2013 - August 2013
The City Project February 2013 - June 2013
Mills Legal Clinic at Stanford Law School September 2012 - December 2012
The City Project June 2012 - August 2012
City National Bank January 2011 - July 2011
Academia de Servicios de Tutoria December 2010 - June 2011
University Credit Union March 2007 - August 2010
Skills
Legal Research, Legal Writing, Microsoft Excel, Fundraising, Public Policy, Research, Community Outreach, Microsoft Word, Spanish, Nonprofits, Editing, Microsoft Office, Public Speaking, PowerPoint, Health Policy, Education Policy, Policy Analysis, Transactional Law, Community Economic..., Building Coalitions, Legal Compliance, Environmental Justice, Board of Directors..., Mentoring, Social Entrepreneurship, Charity Governance
Education
Stanford University Law School 2011 — 2014
Juris Doctor (J.D.)
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Psychology
Becca Spiegelman's City National Bank Experience August 2015 - Present
Job Credit Analyst at City National Bank
Industry Accounting
Experience
City National Bank August 2015 - Present
PwC September 2014 - August 2015
University of Arizona Eller College of Management August 2013 - May 2014
PwC June 2013 - August 2013
RASIRC August 2007 - June 2013
Healy & Associates February 2013 - April 2013
PwC July 2012 - July 2012
Reid Park Zoological Society September 2011 - May 2012
Hamilton Tharp LLP June 2011 - August 2011
VITA January 2011 - April 2011
Skills
Accounting, Internal Controls, QuickBooks, Financial Accounting, Finance, Microsoft Office, Invoice Processing, Account Reconciliation
Education
University of Arizona, Eller College of Management 2013 — 2014
Master of Accounting
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science (BS), Accounting
City National Bank August 2015 - Present
PwC September 2014 - August 2015
University of Arizona Eller College of Management August 2013 - May 2014
PwC June 2013 - August 2013
RASIRC August 2007 - June 2013
Healy & Associates February 2013 - April 2013
PwC July 2012 - July 2012
Reid Park Zoological Society September 2011 - May 2012
Hamilton Tharp LLP June 2011 - August 2011
VITA January 2011 - April 2011
Skills
Accounting, Internal Controls, QuickBooks, Financial Accounting, Finance, Microsoft Office, Invoice Processing, Account Reconciliation
Education
University of Arizona, Eller College of Management 2013 — 2014
Master of Accounting
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science (BS), Accounting
Dean Puretz's City National Bank Experience August 2005 - February 2010
Job Author and Lawyer
Industry Writing and Editing
Experience
City National Bank August 2005 - February 2010
Ameriquest Mortgage 1997 - 2002
Transamerica Financial Services 1986 - 1997
Skills
Baking, Banking, Civil Litigation, Consumer Lending, Cooking, Creative Writing, Customer Service, Editing, Group Dynamics, Legal Research, Legal Writing, Literacy, Literature, Loans, Mortgage Lending, Public Speaking, Screenwriting, Team Leadership, Technical Writing, Training, Consumer Law, Risk Management, Leadership, Management, Due Diligence
Education
Southwestern Law School 1979 — 1982
JD, law
University of California, Davis 1976 — 1978
BA, Psychology
University of California, Los Angeles 1973 — 1976
Pre-Medicine/Pre-Medical Studies
City National Bank August 2005 - February 2010
Ameriquest Mortgage 1997 - 2002
Transamerica Financial Services 1986 - 1997
Skills
Baking, Banking, Civil Litigation, Consumer Lending, Cooking, Creative Writing, Customer Service, Editing, Group Dynamics, Legal Research, Legal Writing, Literacy, Literature, Loans, Mortgage Lending, Public Speaking, Screenwriting, Team Leadership, Technical Writing, Training, Consumer Law, Risk Management, Leadership, Management, Due Diligence
Education
Southwestern Law School 1979 — 1982
JD, law
University of California, Davis 1976 — 1978
BA, Psychology
University of California, Los Angeles 1973 — 1976
Pre-Medicine/Pre-Medical Studies
James VanWinkle's City National Bank Experience 1999 - Present
Job
Industry Banking
Experience
City National Bank 1999 - Present
Education
Texas A&M University 1980 — 1984
Bachelor of Science, Agriculture
City National Bank 1999 - Present
Education
Texas A&M University 1980 — 1984
Bachelor of Science, Agriculture
Changmin Kim's City National Bank Experience August 2011 - Present
Job VP, Finance Systems Management at City National Bank
Industry Banking
Experience
City National Bank August 2011 - Present
Deloitte March 2008 - August 2011
Deloitte July 2003 - March 2008
Republic of Korea Army October 1996 - December 1998
Skills
Systems management,..., Data analysis,..., Accounting & reporting, Project management &..., Proposal & requirements..., End user training, Process improvement, Compliance, audit &..., Finance Transformation, PeopleSoft GL/AP/AM, Infor Performance..., Metavante GL, Fiserv Prologue..., ChromeRiver expenses, Document Imaging, TPG investments, Transcentive Express..., Solium stock options, SQL, MS Access, ACL, SAS, VBA, Brio reporting, BI Publisher, Sharepoint
Education
University of Southern California 2002 — 2003
Masters, Accounting
The University of Texas at Austin 1994 — 2001
BS, Computer Sciences
City National Bank August 2011 - Present
Deloitte March 2008 - August 2011
Deloitte July 2003 - March 2008
Republic of Korea Army October 1996 - December 1998
Skills
Systems management,..., Data analysis,..., Accounting & reporting, Project management &..., Proposal & requirements..., End user training, Process improvement, Compliance, audit &..., Finance Transformation, PeopleSoft GL/AP/AM, Infor Performance..., Metavante GL, Fiserv Prologue..., ChromeRiver expenses, Document Imaging, TPG investments, Transcentive Express..., Solium stock options, SQL, MS Access, ACL, SAS, VBA, Brio reporting, BI Publisher, Sharepoint
Education
University of Southern California 2002 — 2003
Masters, Accounting
The University of Texas at Austin 1994 — 2001
BS, Computer Sciences
Brenda Guess's City National Bank Experience August 1977 - January 1979
Job Business Development Manager at State of Louisiana
Industry Government Administration
Experience
State of Louisiana May 2006 - Present
City/Parish of Baton Rouge January 1980 - March 1987
City National Bank August 1977 - January 1979
Skills
Government, State Government, Economic Development, Government Procurement, Policy, Policy Analysis, Public Policy, Program Management, Strategic Planning, Policy Writing, Municipalities, Change Management, Emergency Management, Proposal Writing, Public Speaking, Project Management, Team Building, Budgets
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science (B.S.), Marketing
Southern University and Agricultural and Mechanical College at Baton Rouge
Master of Public Administration (M.P.A.), Finance and Financial Management Services
State of Louisiana May 2006 - Present
City/Parish of Baton Rouge January 1980 - March 1987
City National Bank August 1977 - January 1979
Skills
Government, State Government, Economic Development, Government Procurement, Policy, Policy Analysis, Public Policy, Program Management, Strategic Planning, Policy Writing, Municipalities, Change Management, Emergency Management, Proposal Writing, Public Speaking, Project Management, Team Building, Budgets
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor of Science (B.S.), Marketing
Southern University and Agricultural and Mechanical College at Baton Rouge
Master of Public Administration (M.P.A.), Finance and Financial Management Services
Yvonne Yeoman's City National Bank Experience January 2005 - Present
Job Data Processor at City National Bank of Taylor
Industry Banking
Experience
City National Bank January 2005 - Present
City National Bank of Taylor February 1997 - Present
City National Bank January 1997 - January 2005
Skills
Hands-on Training, Communication, Banking, Microsoft Office, Information Technology, Customer Support, Retail Banking, Access, Credit, Disaster Recovery, Mortgage Lending, Customer Service
Education
St. Edward's University 2001 — 2003
Bachelor of Business Administration, Management
St. Edward's University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
City National Bank January 2005 - Present
City National Bank of Taylor February 1997 - Present
City National Bank January 1997 - January 2005
Skills
Hands-on Training, Communication, Banking, Microsoft Office, Information Technology, Customer Support, Retail Banking, Access, Credit, Disaster Recovery, Mortgage Lending, Customer Service
Education
St. Edward's University 2001 — 2003
Bachelor of Business Administration, Management
St. Edward's University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Walker Scott's City National Bank Experience September 2011 - Present
Job SVP Sr. Private Banker at City National Bank
Industry Banking
Experience
City National Bank September 2011 - Present
Wells Fargo Private Bank/Wachovia Wealth Management May 2003 - September 2011
Citibank February 2001 - April 2003
Seaboard Securities/Gilford Securities February 2000 - January 2001
Morgan Stanley Dean Witter February 1999 - January 2000
Education
Towson University
Bachelor's Degree
City National Bank September 2011 - Present
Wells Fargo Private Bank/Wachovia Wealth Management May 2003 - September 2011
Citibank February 2001 - April 2003
Seaboard Securities/Gilford Securities February 2000 - January 2001
Morgan Stanley Dean Witter February 1999 - January 2000
Education
Towson University
Bachelor's Degree
Richard A. Brumlow's City National Bank Experience June 2013 - Present
Job Small Business Banker at City National Bank
Industry Banking
Experience
City National Bank June 2013 - Present
Regions Financial Corporation June 2004 - March 2012
AmSouth Bank October 1997 - May 2004
Education
The University of Tennessee at Chattanooga
Bachelor of Applied Science (B.A.Sc.)
City National Bank June 2013 - Present
Regions Financial Corporation June 2004 - March 2012
AmSouth Bank October 1997 - May 2004
Education
The University of Tennessee at Chattanooga
Bachelor of Applied Science (B.A.Sc.)
Kat Boyd's City National Bank Experience May 2012 - Present
Job item processor/night operator at City National Bank
Industry Banking
Experience
City National Bank May 2012 - Present
Brookshire Grocery Company September 2008 - May 2011
Education
Texas A&M University-Commerce 2011 — 2015
Bachelor of Science (BS), Psychology
Paris Junior College 2011 — 2013
Associate's degree
City National Bank May 2012 - Present
Brookshire Grocery Company September 2008 - May 2011
Education
Texas A&M University-Commerce 2011 — 2015
Bachelor of Science (BS), Psychology
Paris Junior College 2011 — 2013
Associate's degree
Mona Sun's City National Bank Experience 2010 - 2013
Job Finance Professional
Industry Banking
Experience
City National Bank 2010 - 2013
Sun West Bank 2009 - 2010
First National Bank of Arizona 2004 - 2008
GE 2000 - 2004
Skills
Management, Reporting & Analysis, Cash Flow Analysis, Credit Analysis, Tax Analysis, Budgets, Hiring, Employee Training and..., Performance Reviews, Commercial Banking, Construction Lending, Commercial Real Estate..., Forecasting, Problem Assets, Cognos
Education
The University of British Columbia
City National Bank 2010 - 2013
Sun West Bank 2009 - 2010
First National Bank of Arizona 2004 - 2008
GE 2000 - 2004
Skills
Management, Reporting & Analysis, Cash Flow Analysis, Credit Analysis, Tax Analysis, Budgets, Hiring, Employee Training and..., Performance Reviews, Commercial Banking, Construction Lending, Commercial Real Estate..., Forecasting, Problem Assets, Cognos
Education
The University of British Columbia
Matthew Henton's City National Bank Experience August 2010 - Present
Job Bank Teller at City National Bank
Industry Banking
Experience
City National Bank August 2010 - Present
Education
Texas A&M University-Commerce 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
City National Bank August 2010 - Present
Education
Texas A&M University-Commerce 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Evan McSweeney's City National Bank Experience August 2015 - Present
Job Relationship Banker at City National Bank
Industry Banking
Experience
City National Bank August 2015 - Present
Derry Casey Builders, Inc. January 2015 - August 2015
Mission Street Patners LLC May 2013 - December 2014
Skills
Project Management, Project Planning, People Skills, People Management, People-oriented, Microsoft Excel, Customer Service, Customer Relations, Customer Retention, Microsoft Word, Construction, Banking
Education
Trinity College Dublin
City National Bank August 2015 - Present
Derry Casey Builders, Inc. January 2015 - August 2015
Mission Street Patners LLC May 2013 - December 2014
Skills
Project Management, Project Planning, People Skills, People Management, People-oriented, Microsoft Excel, Customer Service, Customer Relations, Customer Retention, Microsoft Word, Construction, Banking
Education
Trinity College Dublin
Lancaster School District
Long Beach Police Department
Livermore Amador Valley Transit Authority
Grace Community Church, Sun Valley, CA
CNB Bank