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
Patrick Shipp Patrick Shipp's City National Bank Experience October 2014 - Present
Job Credit Analyst II at City National Bank
Industry Banking
Experience
City National Bank October 2014 - Present
Mechanics Bank September 2012 - October 2014
Mechanics Bank January 2008 - September 2012
Mechanics Bank June 2003 - January 2012
Skills
Commercial Banking, Credit
Education
University of California, Santa Cruz 2002 — 2007
Bachelor of Arts (B.A.), Music
City National Bank October 2014 - Present
Mechanics Bank September 2012 - October 2014
Mechanics Bank January 2008 - September 2012
Mechanics Bank June 2003 - January 2012
Skills
Commercial Banking, Credit
Education
University of California, Santa Cruz 2002 — 2007
Bachelor of Arts (B.A.), Music
Nikia Ford Nikia Ford's City National Bank Experience September 2008 - Present
Job
Industry Information Technology and Services
Experience
City National Bank September 2008 - Present
Indymac Bank August 2003 - February 2008
Indymac Bank August 2001 - August 2003
Paradigm Properties 1998 - 2001
Skills
Project Management, Process Improvement, Analysis, Vendor Management, Banking, Risk Management, Management, Outlook, Team Building, Finance, Customer Service, Strategic Planning, Leadership, Sales, Real Estate, Budgets, Training, Asset Management, PowerPoint, Portfolio Management, SharePoint, Software Documentation, Financial Analysis, Visio, Access, Microsoft Excel
Education
University of Florida
BA, History
University of Phoenix
MBA, Business Administration
City National Bank September 2008 - Present
Indymac Bank August 2003 - February 2008
Indymac Bank August 2001 - August 2003
Paradigm Properties 1998 - 2001
Skills
Project Management, Process Improvement, Analysis, Vendor Management, Banking, Risk Management, Management, Outlook, Team Building, Finance, Customer Service, Strategic Planning, Leadership, Sales, Real Estate, Budgets, Training, Asset Management, PowerPoint, Portfolio Management, SharePoint, Software Documentation, Financial Analysis, Visio, Access, Microsoft Excel
Education
University of Florida
BA, History
University of Phoenix
MBA, Business Administration
Tiffany Khu Tiffany Khu's City National Bank Experience June 2008 - September 2008
Job Senior Accountant Former Big 4
Industry Accounting
Experience
Breitburn Energy May 2014 - Present
Live Nation Entertainment March 2013 - March 2014
EY September 2010 - August 2012
Becker CPA Review September 2008 - October 2010
VITA September 2008 - September 2010
Shawn Washington Accountancy Corporation October 2009 - December 2009
ASUCR February 2008 - June 2009
City National Bank June 2008 - September 2008
Fox Filmed Entertainment 1900 - 1900
Skills
Accounting, Financial Statements, QuickBooks, Tax, Spreadsheets, Auditing, Financial Reporting, General Ledger, Accounts Receivable, Microsoft Excel
Education
University of California, Riverside 2006 — 2010
Accounting, Accounting
Breitburn Energy May 2014 - Present
Live Nation Entertainment March 2013 - March 2014
EY September 2010 - August 2012
Becker CPA Review September 2008 - October 2010
VITA September 2008 - September 2010
Shawn Washington Accountancy Corporation October 2009 - December 2009
ASUCR February 2008 - June 2009
City National Bank June 2008 - September 2008
Fox Filmed Entertainment 1900 - 1900
Skills
Accounting, Financial Statements, QuickBooks, Tax, Spreadsheets, Auditing, Financial Reporting, General Ledger, Accounts Receivable, Microsoft Excel
Education
University of California, Riverside 2006 — 2010
Accounting, Accounting
Matt Ching Matt Ching's City National Bank Experience June 2002 - Present
Job Vice President, Manager City National Bank. Literacy advocate. Basketball fanatic.
Industry Banking
Experience
City National Bank June 2002 - Present
OASES 2003 - 2011
Citi July 1993 - June 2002
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Mortgages, Credit Analysis, Management, Consumer Lending, Lines Of Credit, Asset Based Lending, Commercial Banking, Finance, Mortgage Lending, Treasury Management, Banking, Credit, Cross Selling, Portfolio Management, Retail Banking, Loan Origination, Deposits, Private Banking, Cash Management, Branch Management, SBA, Relationship Management, Internet Banking, Mortgage Banking
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Economics
University of California, Santa Cruz
Bachelor of Arts (B.A.), Asian American Studies
City National Bank June 2002 - Present
OASES 2003 - 2011
Citi July 1993 - June 2002
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Mortgages, Credit Analysis, Management, Consumer Lending, Lines Of Credit, Asset Based Lending, Commercial Banking, Finance, Mortgage Lending, Treasury Management, Banking, Credit, Cross Selling, Portfolio Management, Retail Banking, Loan Origination, Deposits, Private Banking, Cash Management, Branch Management, SBA, Relationship Management, Internet Banking, Mortgage Banking
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Economics
University of California, Santa Cruz
Bachelor of Arts (B.A.), Asian American Studies
Emily Collins Emily Collins's City National Bank Experience December 2011 - April 2013
Job Sales Representative at HomeSuite Inc.
Industry Real Estate
Experience
HomeSuite Inc. August 2015 - Present
Seedkicks August 2013 - Present
City National Bank December 2011 - April 2013
City National Bank June 2010 - November 2011
Skills
Portfolio Management, Research, Networking, Entrepreneurship, Highly Reliable, Public Speaking, People Skills, Determination, Highly detail oriented, Crowdfunding, Investments, Marketing Strategy, Strategic Planning, Social Media, Start-ups, Equities, Management, Social Networking, Investment Strategies, Leadership, Microsoft Office, Trading, Social Media Marketing, Asset Allocation, Business Strategy, Financial Analysis
Education
University of San Francisco 2012 — 2014
Master's degree, Finance, General
UC Santa Barbara 2005 — 2009
Bachelor's degree, Business/Managerial Economics
HomeSuite Inc. August 2015 - Present
Seedkicks August 2013 - Present
City National Bank December 2011 - April 2013
City National Bank June 2010 - November 2011
Skills
Portfolio Management, Research, Networking, Entrepreneurship, Highly Reliable, Public Speaking, People Skills, Determination, Highly detail oriented, Crowdfunding, Investments, Marketing Strategy, Strategic Planning, Social Media, Start-ups, Equities, Management, Social Networking, Investment Strategies, Leadership, Microsoft Office, Trading, Social Media Marketing, Asset Allocation, Business Strategy, Financial Analysis
Education
University of San Francisco 2012 — 2014
Master's degree, Finance, General
UC Santa Barbara 2005 — 2009
Bachelor's degree, Business/Managerial Economics
Thomas Burr Thomas Burr's City National Bank Experience January 2005 - April 2009
Job Global Trade Manager
Industry International Trade and Development
Experience
Union Bank December 2011 - Present
BizFed 2014 - 2015
BizFed 2014 - 2015
Beverly Hills Financial Services LLC March 2011 - September 2011
Guggenehim Sovereign LLC January 2010 - February 2011
Sovereign Fund Management Group May 2009 - October 2009
Independent International Trade Specialist April 2009 - July 2009
City National Bank January 2005 - April 2009
Foreign Trade Association 2006 - 2008
Trade Source International January 2000 - January 2005
Skills
Trade Finance, Sales, International Trade, Structured Finance, Banking, Project Finance, Emerging Markets, Export, Commercial Banking, Trading, Commercial Lending, Loans, Credit, Letters of Credit, Finance, Financial Structuring, Export Finance, Corporate Finance, Asset Managment, Equities, Financial Services, FX Options, Funding, Relationship Management, Payments, Management, Credit Analysis, Credit Risk, Treasury Management
Education
University of California, Los Angeles 1972 — 1977
Bachelor of Arts, Economics
Union Bank December 2011 - Present
BizFed 2014 - 2015
BizFed 2014 - 2015
Beverly Hills Financial Services LLC March 2011 - September 2011
Guggenehim Sovereign LLC January 2010 - February 2011
Sovereign Fund Management Group May 2009 - October 2009
Independent International Trade Specialist April 2009 - July 2009
City National Bank January 2005 - April 2009
Foreign Trade Association 2006 - 2008
Trade Source International January 2000 - January 2005
Skills
Trade Finance, Sales, International Trade, Structured Finance, Banking, Project Finance, Emerging Markets, Export, Commercial Banking, Trading, Commercial Lending, Loans, Credit, Letters of Credit, Finance, Financial Structuring, Export Finance, Corporate Finance, Asset Managment, Equities, Financial Services, FX Options, Funding, Relationship Management, Payments, Management, Credit Analysis, Credit Risk, Treasury Management
Education
University of California, Los Angeles 1972 — 1977
Bachelor of Arts, Economics
Tobi Meyer's City National Bank Experience September 2009 - March 2011
Job Banking Professional
Industry Banking
Experience
PNC April 2011 - May 2015
City National Bank September 2009 - March 2011
Regions Bank June 2004 - August 2009
American Express Financial Advisors May 2000 - May 2003
Skills
Loans, Business Networking, Banking, Mortgage Lending, Small Business Lending, Commercial Lending, Branch Banking, Branch Management, Business Development, Commercial Banking, Consumer Lending, Credit, Credit Cards, Customer Service, Finance, Financial Services, Investments, Lines Of Credit, Loan Origination, Management, Networking, New Business Development, Portfolio Management, Sales, Small Business, Treasury Management, Retail Banking, Mortgage Banking, Insurance, Cross Selling, Relationship Management, Commercial Mortgages, Credit Analysis, Refinance
Education
University of Central Florida - College of Business Administration 1993 — 1995
Marketing, Business/ Marketing
PNC April 2011 - May 2015
City National Bank September 2009 - March 2011
Regions Bank June 2004 - August 2009
American Express Financial Advisors May 2000 - May 2003
Skills
Loans, Business Networking, Banking, Mortgage Lending, Small Business Lending, Commercial Lending, Branch Banking, Branch Management, Business Development, Commercial Banking, Consumer Lending, Credit, Credit Cards, Customer Service, Finance, Financial Services, Investments, Lines Of Credit, Loan Origination, Management, Networking, New Business Development, Portfolio Management, Sales, Small Business, Treasury Management, Retail Banking, Mortgage Banking, Insurance, Cross Selling, Relationship Management, Commercial Mortgages, Credit Analysis, Refinance
Education
University of Central Florida - College of Business Administration 1993 — 1995
Marketing, Business/ Marketing
Suzanne Seung's City National Bank Experience November 2013 - Present
Job VP, Manager City National Bank
Industry Banking
Experience
City National Bank November 2013 - Present
Citi February 2013 - November 2013
Citi April 2011 - February 2013
Citi June 2008 - April 2011
Citi July 2006 - June 2008
Citi August 2001 - July 2006
Citi Smith Barney September 1998 - August 2001
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Banking, Series 7, Lines Of Credit, Credit Risk, Sales Management, Series 63, Series 24, Series 65, Financial Advisory, Retail Banking, Relationship Management, Mortgage Lending, Cross Selling, Consumer Lending, Portfolio Management, Loan Origination, Financial Services, Treasury Management, Wealth Management, Cash Management, Branch Management, Commercial Mortgages, Credit Cards, Mutual Funds, Investments, Securities, Small Business, Branch Banking, Deposits, Investment Advisory, Sales, Internet Banking, Merchant Services, Treasury Services, Loan Servicing, Mortgage Banking, Retirement Planning, Fixed Income, Risk Management, Letters of Credit, Retirement, Operational Risk, Business Relationship..., Underwriting
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, General
City National Bank November 2013 - Present
Citi February 2013 - November 2013
Citi April 2011 - February 2013
Citi June 2008 - April 2011
Citi July 2006 - June 2008
Citi August 2001 - July 2006
Citi Smith Barney September 1998 - August 2001
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Banking, Series 7, Lines Of Credit, Credit Risk, Sales Management, Series 63, Series 24, Series 65, Financial Advisory, Retail Banking, Relationship Management, Mortgage Lending, Cross Selling, Consumer Lending, Portfolio Management, Loan Origination, Financial Services, Treasury Management, Wealth Management, Cash Management, Branch Management, Commercial Mortgages, Credit Cards, Mutual Funds, Investments, Securities, Small Business, Branch Banking, Deposits, Investment Advisory, Sales, Internet Banking, Merchant Services, Treasury Services, Loan Servicing, Mortgage Banking, Retirement Planning, Fixed Income, Risk Management, Letters of Credit, Retirement, Operational Risk, Business Relationship..., Underwriting
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, General
Maria Claudia Vazquez, CFE, CICA's City National Bank Experience 2006 - 2006
Job District Cash Compliance
Industry Banking
Experience
Federal Reserve Bank of San Francisco August 2015 - Present
Federal Reserve Bank of San Francisco December 2010 - August 2015
Federal Reserve Bank of San Francisco October 2006 - November 2010
City National Bank 2006 - 2006
B & H Education, Inc. 2004 - 2006
First Data Corporation / Western Union International 2001 - 2004
Skills
OFAC, Data Mining, Government Liason, AML, Bank Secrecy Act, Six Sigma, Risk Management, Certified Fraud Examiner, Counterfeit Detection, Sarbanes-Oxley, COSO ERM, Internal Controls, Enterprise Risk..., Financial Regulation, Banking, USA PATRIOT Act, Financial Services, Payments, Operational Risk, Electronic Payments, Data Analysis, Basel II, Training, Analysis, Anti Money Laundering, Sarbanes-Oxley Act, Financial Analysis, Process Improvement
Education
University of California, Los Angeles 1986 — 1991
Federal Reserve Bank of San Francisco August 2015 - Present
Federal Reserve Bank of San Francisco December 2010 - August 2015
Federal Reserve Bank of San Francisco October 2006 - November 2010
City National Bank 2006 - 2006
B & H Education, Inc. 2004 - 2006
First Data Corporation / Western Union International 2001 - 2004
Skills
OFAC, Data Mining, Government Liason, AML, Bank Secrecy Act, Six Sigma, Risk Management, Certified Fraud Examiner, Counterfeit Detection, Sarbanes-Oxley, COSO ERM, Internal Controls, Enterprise Risk..., Financial Regulation, Banking, USA PATRIOT Act, Financial Services, Payments, Operational Risk, Electronic Payments, Data Analysis, Basel II, Training, Analysis, Anti Money Laundering, Sarbanes-Oxley Act, Financial Analysis, Process Improvement
Education
University of California, Los Angeles 1986 — 1991
Phillip Wade's City National Bank Experience September 2010 - Present
Job Banking Center Manager, VP at City National Bank
Industry Banking
Experience
City National Bank September 2010 - Present
Wells Fargo September 2003 - August 2010
Skills
Series 7, Series 63, Small Business Lending, Consumer Lending, Loans, Lines Of Credit, Credit, Credit Analysis, Banking, Mortgage Banking, Underwriting, Investments, Cross Selling, Financial Services, Treasury Management
Education
University of Central Florida
BS, Finance, General
City National Bank September 2010 - Present
Wells Fargo September 2003 - August 2010
Skills
Series 7, Series 63, Small Business Lending, Consumer Lending, Loans, Lines Of Credit, Credit, Credit Analysis, Banking, Mortgage Banking, Underwriting, Investments, Cross Selling, Financial Services, Treasury Management
Education
University of Central Florida
BS, Finance, General
Jonathan JJ Figlin, CFA's City National Bank Experience November 2010 - February 2013
Job Senior Investment Associate at Mozaic, LLC
Industry Investment Management
Experience
Mozaic, LLC November 2014 - Present
City National Rochdale February 2013 - November 2014
City National Bank November 2010 - February 2013
Newmont Mining Corporation September 2008 - November 2010
Education
University of Denver - Daniels College of Business 2007 — 2008
Master of Science (MS), Finance
University of Denver 2003 — 2007
Bachelor of Science (BS), Finance
Mozaic, LLC November 2014 - Present
City National Rochdale February 2013 - November 2014
City National Bank November 2010 - February 2013
Newmont Mining Corporation September 2008 - November 2010
Education
University of Denver - Daniels College of Business 2007 — 2008
Master of Science (MS), Finance
University of Denver 2003 — 2007
Bachelor of Science (BS), Finance
Stephanie Manzo's City National Bank Experience March 2014 - Present
Job Credit Analyst at City National Bank
Industry Banking
Experience
City National Bank March 2014 - Present
City National Bank July 2013 - March 2014
City National Bank May 2008 - July 2013
City National Bank August 2006 - May 2008
Wells Fargo February 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Financial Accounting, Web Applications, Credit Analysis, Retail Banking, Commercial Banking, Financial Services, Risk Management, Commercial Lending, Credit Risk, Credit, Banking, Financial Analysis
Education
University of California, Riverside
Bachelor's Degree, Sociology & Business Administration
City National Bank March 2014 - Present
City National Bank July 2013 - March 2014
City National Bank May 2008 - July 2013
City National Bank August 2006 - May 2008
Wells Fargo February 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Financial Accounting, Web Applications, Credit Analysis, Retail Banking, Commercial Banking, Financial Services, Risk Management, Commercial Lending, Credit Risk, Credit, Banking, Financial Analysis
Education
University of California, Riverside
Bachelor's Degree, Sociology & Business Administration
Matthew Recksieck Matthew Recksieck's City National Bank Experience June 2013 - July 2013
Job Officer at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank August 2013 - Present
City National Bank June 2013 - July 2013
U.S. Bank January 2013 - April 2013
Union Bank June 2006 - December 2012
Union Bank January 2006 - April 2006
Buck Consultants (current affliate of Xerox) June 1999 - October 2005
Skills
Accounting, Investments, Loans, Account Reconciliation, Finance, Banking, Software Documentation, Auditing, Retirement Planning, Human Resources, Financial Services, Cash Management, Customer Service, CRM, Securities, Financial Analysis, Risk Management, Mutual Funds, Employee Benefits, Defined Benefit, •Certified Securities..., Management, Payroll, Retirement, Teamwork, Financial Modeling, 401k, Credit
Education
University of California, San Diego
Bachelor of Arts (B.A.), Mathematics
San Diego Community College 2010 — 2013
Certificate of Performance Governmental/Nonprofit Accounting, Accounting
MUFG Union Bank August 2013 - Present
City National Bank June 2013 - July 2013
U.S. Bank January 2013 - April 2013
Union Bank June 2006 - December 2012
Union Bank January 2006 - April 2006
Buck Consultants (current affliate of Xerox) June 1999 - October 2005
Skills
Accounting, Investments, Loans, Account Reconciliation, Finance, Banking, Software Documentation, Auditing, Retirement Planning, Human Resources, Financial Services, Cash Management, Customer Service, CRM, Securities, Financial Analysis, Risk Management, Mutual Funds, Employee Benefits, Defined Benefit, •Certified Securities..., Management, Payroll, Retirement, Teamwork, Financial Modeling, 401k, Credit
Education
University of California, San Diego
Bachelor of Arts (B.A.), Mathematics
San Diego Community College 2010 — 2013
Certificate of Performance Governmental/Nonprofit Accounting, Accounting
Rachel Lorenzo Rachel Lorenzo's City National Bank Experience January 2005 - August 2012
Job Vice President at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank September 2012 - Present
City National Bank January 2005 - August 2012
Comerica Bank July 2003 - December 2004
Skills
Commercial Lending, Commercial Banking, Depository Services, Credit Risk, Credit Analysis, Loan Origination, Loans, Portfolio Management, Commercial Mortgages, Financial Analysis, Mortgage Lending, Banking, Underwriting, Risk Management, Investments, Real Estate
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Torrey Pines Bank September 2012 - Present
City National Bank January 2005 - August 2012
Comerica Bank July 2003 - December 2004
Skills
Commercial Lending, Commercial Banking, Depository Services, Credit Risk, Credit Analysis, Loan Origination, Loans, Portfolio Management, Commercial Mortgages, Financial Analysis, Mortgage Lending, Banking, Underwriting, Risk Management, Investments, Real Estate
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Jimmy Lau Jimmy Lau's City National Bank Experience June 2008 - August 2008
Job Audit Manager at KPMG LLP
Industry Accounting
Experience
KPMG November 2009 - Present
City National Bank June 2008 - August 2008
Toyota Motor Sales, USA June 2007 - August 2007
Skills
US GAAP, Financial Reporting, Internal Controls, SEC filings, Auditing, GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, External Audit
Education
University of California, Riverside 2005 — 2009
BS, Business Administration
KPMG November 2009 - Present
City National Bank June 2008 - August 2008
Toyota Motor Sales, USA June 2007 - August 2007
Skills
US GAAP, Financial Reporting, Internal Controls, SEC filings, Auditing, GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, External Audit
Education
University of California, Riverside 2005 — 2009
BS, Business Administration
Jamie Petraglia Jamie Petraglia's City National Bank Experience August 2015 - Present
Job Senior Private Client Advisor at City National Bank
Industry Financial Services
Experience
City National Bank August 2015 - Present
Wilmington Trust April 2014 - September 2015
Aqua Equities June 2012 - June 2014
ITG August 2010 - April 2011
White Cap Trading LLC October 2003 - August 2010
Archipelago January 2001 - October 2003
Bear Hunter Specialists June 1999 - January 2001
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Triton, Lava, Realtick, Redi+, Securities, Electronic Trading, Market Structure, Entrepreneurship, Trading Systems, Equities, Private Equity, Management, Project Design, Financial Markets, Hedge Funds, Hedging, Investments, Options, Portfolio Management, Proprietary Trading, Series 7, Trading, Fixed Income, Capital Markets, Asset Management, Alternative Investments
Education
University of Delaware 1995 — 1999
Bachelor of Science (BS), Management
City National Bank August 2015 - Present
Wilmington Trust April 2014 - September 2015
Aqua Equities June 2012 - June 2014
ITG August 2010 - April 2011
White Cap Trading LLC October 2003 - August 2010
Archipelago January 2001 - October 2003
Bear Hunter Specialists June 1999 - January 2001
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Triton, Lava, Realtick, Redi+, Securities, Electronic Trading, Market Structure, Entrepreneurship, Trading Systems, Equities, Private Equity, Management, Project Design, Financial Markets, Hedge Funds, Hedging, Investments, Options, Portfolio Management, Proprietary Trading, Series 7, Trading, Fixed Income, Capital Markets, Asset Management, Alternative Investments
Education
University of Delaware 1995 — 1999
Bachelor of Science (BS), Management
Craig Hawkins, CFP® Craig Hawkins, CFP®'s City National Bank Experience December 2000 - February 2007
Job Consultant
Industry Investment Management
Experience
InvestnRetire December 2006 - November 2007
City National Bank December 2000 - February 2007
Advent Software April 2000 - December 2000
Advent Software April 2000 - August 2000
Sanwa Bank of California March 1997 - April 2000
Power Securities 1987 - 1988
Skills
Retirement, ETFs, Retirement Planning, Pensions, 401k, Defined Benefit, Investment Advisory, Series 7, New Business Development, Problem Solving, Product Development, PowerPoint
Education
University of California, Santa Barbara 1984 — 1989
Bachelor of Arts, Fine Arts - Multi-Media
InvestnRetire December 2006 - November 2007
City National Bank December 2000 - February 2007
Advent Software April 2000 - December 2000
Advent Software April 2000 - August 2000
Sanwa Bank of California March 1997 - April 2000
Power Securities 1987 - 1988
Skills
Retirement, ETFs, Retirement Planning, Pensions, 401k, Defined Benefit, Investment Advisory, Series 7, New Business Development, Problem Solving, Product Development, PowerPoint
Education
University of California, Santa Barbara 1984 — 1989
Bachelor of Arts, Fine Arts - Multi-Media
Brian Yoo Brian Yoo's City National Bank Experience January 2012 - May 2015
Job VP Portfolio Manager at Banc of California
Industry Banking
Experience
Banc of California May 2015 - Present
City National Bank January 2012 - May 2015
Wilshire State Bank March 2006 - January 2012
Hanmi Bank November 2005 - March 2006
Skills
Small Business Lending, Commercial Lending, Credit, Loans, Commercial Mortgages, Commercial Banking, Credit Analysis, Financial Risk, Investments, Underwriting, Lines Of Credit, Finance, Loan Origination, Financial Structuring, Real Estate, Asset Based Lending, Financial Services, Mortgage Lending, Consumer Lending, Banking, Credit Risk, Retail Banking, Portfolio Management, Mortgage Banking, Relationship Management, Cash Management, Residential Mortgages, Financial Analysis, Refinance, Treasury Management, Real Estate Economics, SBA, Risk Management
Education
University of California, San Diego 2001 — 2004
BA, Psychology
University of California, Los Angeles 2006 — 2009
Real Estate and Finance
Banc of California May 2015 - Present
City National Bank January 2012 - May 2015
Wilshire State Bank March 2006 - January 2012
Hanmi Bank November 2005 - March 2006
Skills
Small Business Lending, Commercial Lending, Credit, Loans, Commercial Mortgages, Commercial Banking, Credit Analysis, Financial Risk, Investments, Underwriting, Lines Of Credit, Finance, Loan Origination, Financial Structuring, Real Estate, Asset Based Lending, Financial Services, Mortgage Lending, Consumer Lending, Banking, Credit Risk, Retail Banking, Portfolio Management, Mortgage Banking, Relationship Management, Cash Management, Residential Mortgages, Financial Analysis, Refinance, Treasury Management, Real Estate Economics, SBA, Risk Management
Education
University of California, San Diego 2001 — 2004
BA, Psychology
University of California, Los Angeles 2006 — 2009
Real Estate and Finance
Nevada Ange's City National Bank Experience June 2010 - 2012
Job Branch Manager at Peoples Bank
Industry Banking
Experience
Peoples Bank August 2015 - Present
Fifth Third Bank July 2012 - August 2015
City National Bank June 2010 - 2012
PNC August 2008 - May 2010
Outback Steakhouse January 2005 - May 2008
Skills
Consumer Lending, Banking, Loans, Credit, Finance, Cross Selling, Risk Management, Lines Of Credit, Mortgage Lending, Deposits, Credit Analysis, Bank Secrecy Act, Refinance, Personal Finance, Mortgage Banking, Loan Servicing, Retail Banking
Education
University of Kentucky
Bachelor of Arts, Sociology
Russell High School 1994 — 1998
Peoples Bank August 2015 - Present
Fifth Third Bank July 2012 - August 2015
City National Bank June 2010 - 2012
PNC August 2008 - May 2010
Outback Steakhouse January 2005 - May 2008
Skills
Consumer Lending, Banking, Loans, Credit, Finance, Cross Selling, Risk Management, Lines Of Credit, Mortgage Lending, Deposits, Credit Analysis, Bank Secrecy Act, Refinance, Personal Finance, Mortgage Banking, Loan Servicing, Retail Banking
Education
University of Kentucky
Bachelor of Arts, Sociology
Russell High School 1994 — 1998
Paul Branks Paul Branks's City National Bank Experience 1989 - 2007
Job Regional Manager at East West Bank
Industry Banking
Experience
EastWest Bank August 2009 - Present
US Bank / Mellon First Business Bank January 2007 - August 2009
City National Bank 1989 - 2007
Wells Fargo Bank 1986 - 1989
Education
USC 1983 — 1985
MBA, Financial Institutions
University of California, San Diego 1975 — 1980
BA, Biology, Chemistry & Economics
EastWest Bank August 2009 - Present
US Bank / Mellon First Business Bank January 2007 - August 2009
City National Bank 1989 - 2007
Wells Fargo Bank 1986 - 1989
Education
USC 1983 — 1985
MBA, Financial Institutions
University of California, San Diego 1975 — 1980
BA, Biology, Chemistry & Economics
Dan MacMillan Dan MacMillan's City National Bank Experience September 2011 - April 2014
Job First Vice President at Farmers & Merchants Bank of Long Beach
Industry Banking
Experience
Farmers & Merchants Bank of Long Beach April 2014 - Present
City National Bank September 2011 - April 2014
US Bank Special Assets Group October 2009 - September 2011
Cal National Bank June 2000 - October 2009
Skills
Commercial Real Estate, Real Estate Financing, Real Estate Lending, Construction Finance, Bridge Financing, Mini Perm Financing, Banking, Investments, Real Estate, Investment Properties, Portfolio Management
Education
University of California, Santa Barbara 1994 — 1998
Business Economics, Business Economics
Corona del Mar HS 1991 — 1994
Farmers & Merchants Bank of Long Beach April 2014 - Present
City National Bank September 2011 - April 2014
US Bank Special Assets Group October 2009 - September 2011
Cal National Bank June 2000 - October 2009
Skills
Commercial Real Estate, Real Estate Financing, Real Estate Lending, Construction Finance, Bridge Financing, Mini Perm Financing, Banking, Investments, Real Estate, Investment Properties, Portfolio Management
Education
University of California, Santa Barbara 1994 — 1998
Business Economics, Business Economics
Corona del Mar HS 1991 — 1994
Annie Morrison, CRPC®, AAMS®, PFP® Annie Morrison, CRPC®, AAMS®, PFP®'s City National Bank Experience October 2002 - June 2004
Job Principal, ZUMA Financial Advisors, LLC Working every day from my happy place to get clients to theirs
Industry Investment Management
Experience
Zuma Financial Advisors, LLC June 2011 - Present
Center for the Study of Aging April 2014 - Present
Baltimore's Child, Inc. February 2012 - March 2013
TIAA-CREF January 2005 - June 2011
City National Bank October 2002 - June 2004
SYNOPSYS, INC. (formerly AVANT! CORP) July 2000 - July 2002
PFPC INC January 1999 - April 2000
IMPERIAL CAPITAL, LLC January 1994 - January 1999
Skills
Wealth Management..., Retirement Planning, Registered Investment..., Series 7, Series 63, Series 65, Portfolio Management, Budgeting Strategies, Life Insurance, Estate Planning, Investment Advisory, IRAs, 401k, Personal Finance, College Savings Plans, Long Term Care Insurance, Investments, Wealth Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1987 — 1990
BA, Economics
University of California, Los Angeles 2000 — 2002
Certificate, Personal Financial Planning
College for Financial Planning 2013 — 2014
Accredited Asset Management Specialist, Accredited Asset Management Specialist
Internship - US Small Business Administration 1990 — 1990
Internship, Enterprize Zone Planning - Department of Economic Development
Doherty Memorial High School 1983 — 1987
Diploma, High School/Secondary Diplomas and Certificates
Zuma Financial Advisors, LLC June 2011 - Present
Center for the Study of Aging April 2014 - Present
Baltimore's Child, Inc. February 2012 - March 2013
TIAA-CREF January 2005 - June 2011
City National Bank October 2002 - June 2004
SYNOPSYS, INC. (formerly AVANT! CORP) July 2000 - July 2002
PFPC INC January 1999 - April 2000
IMPERIAL CAPITAL, LLC January 1994 - January 1999
Skills
Wealth Management..., Retirement Planning, Registered Investment..., Series 7, Series 63, Series 65, Portfolio Management, Budgeting Strategies, Life Insurance, Estate Planning, Investment Advisory, IRAs, 401k, Personal Finance, College Savings Plans, Long Term Care Insurance, Investments, Wealth Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Retirement
Education
University of Massachusetts, Amherst 1987 — 1990
BA, Economics
University of California, Los Angeles 2000 — 2002
Certificate, Personal Financial Planning
College for Financial Planning 2013 — 2014
Accredited Asset Management Specialist, Accredited Asset Management Specialist
Internship - US Small Business Administration 1990 — 1990
Internship, Enterprize Zone Planning - Department of Economic Development
Doherty Memorial High School 1983 — 1987
Diploma, High School/Secondary Diplomas and Certificates
Ninad Deshmukh Ninad Deshmukh's City National Bank Experience December 2013 - Present
Job Senior Vice President, Development Services at City National Bank
Industry Information Technology and Services
Experience
City National Bank December 2013 - Present
City National Bank February 2008 - November 2013
IndyMac Bank December 2005 - October 2007
IndyMac Bank May 2004 - December 2005
IndyMac Bank November 2000 - May 2004
The Walt Disney Company (WDIG) June 1998 - November 2000
Skills
Business Intelligence, Data Governance, Data Warehousing, Vendor Management, SDLC, Data Modeling, Business Analysis, ETL, Enterprise Architecture, Business Objects, IT Strategy, Banking
Education
University of Denver 1996 — 1998
M.S., Computer Science
University of Mumbai 1992 — 1996
Bachelor of Engineering, Computer Science & Technology
City National Bank December 2013 - Present
City National Bank February 2008 - November 2013
IndyMac Bank December 2005 - October 2007
IndyMac Bank May 2004 - December 2005
IndyMac Bank November 2000 - May 2004
The Walt Disney Company (WDIG) June 1998 - November 2000
Skills
Business Intelligence, Data Governance, Data Warehousing, Vendor Management, SDLC, Data Modeling, Business Analysis, ETL, Enterprise Architecture, Business Objects, IT Strategy, Banking
Education
University of Denver 1996 — 1998
M.S., Computer Science
University of Mumbai 1992 — 1996
Bachelor of Engineering, Computer Science & Technology
Derrick Song's City National Bank Experience July 2013 - March 2014
Job Information Security Consultant for Guardsight, Inc.
Industry Information Technology and Services
Experience
March 2014 - Present
Guardsight, Inc. April 2015 - Present
GuardSight, Inc. October 2013 - April 2015
City National Bank July 2013 - March 2014
Advanced Integration Partners February 2013 - July 2013
Olympic SDA Church 2009 - 2013
New York Life Insurance Company September 2011 - November 2012
Skills
Networking, Active Directory, Information Security, TCP/IP, Network Security, Computer Security, Cyber-security, IDS, IPS, Incident Response, DHCP, PCI DSS, Penetration Testing, Snort, Tcpdump, Nmap, ArcSight, Network Forensics, Tripwire Enterprise, Log Analysis, Intrusion Analysis, OSINT, Open Source Intelligence, Burp Suite, Nessus, Bash, Unix, QRadar, Cyber Defense, Open Source Software, IRC, Web Application..., Web Application Security, SQL Injection, Security Operations, Perl, MongoDB, MediaWiki, Technical Documentation, Damballa, Bit9, Python, ELK Stack, Amazon Web Services..., Cloud Security
Education
University of California, San Diego 2005 — 2010
B.S., Management Science
Guardsight, Inc. April 2015 - Present
GuardSight, Inc. October 2013 - April 2015
City National Bank July 2013 - March 2014
Advanced Integration Partners February 2013 - July 2013
Olympic SDA Church 2009 - 2013
New York Life Insurance Company September 2011 - November 2012
Skills
Networking, Active Directory, Information Security, TCP/IP, Network Security, Computer Security, Cyber-security, IDS, IPS, Incident Response, DHCP, PCI DSS, Penetration Testing, Snort, Tcpdump, Nmap, ArcSight, Network Forensics, Tripwire Enterprise, Log Analysis, Intrusion Analysis, OSINT, Open Source Intelligence, Burp Suite, Nessus, Bash, Unix, QRadar, Cyber Defense, Open Source Software, IRC, Web Application..., Web Application Security, SQL Injection, Security Operations, Perl, MongoDB, MediaWiki, Technical Documentation, Damballa, Bit9, Python, ELK Stack, Amazon Web Services..., Cloud Security
Education
University of California, San Diego 2005 — 2010
B.S., Management Science
Susan Lee Chiappetta Susan Lee Chiappetta's City National Bank Experience April 2011 - June 2013
Job Client Services
Industry Banking
Experience
City National Bank April 2011 - June 2013
Citibank 2000 - 2011
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Credit, Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Cash Management, Consumer Lending, Mortgage Lending, Cross Selling, Commercial Mortgages, Treasury Management, Credit Risk, Underwriting, Retail Banking, Relationship Management, Financial Services, Financial Analysis, Investments, SBA, Finance, Financial Institutions, Lines Of Credit, Risk Management, Financial Modeling, Loan Origination, New Business Development, Branch Banking, Real Estate Economics, Private Banking, Due Diligence, Management, Trade Finance, Middle Market, Wealth Management, Deposits, Sales, Business Development, Customer Service, Credit Cards, Mortgage Banking, Refinance
Education
University of Central Florida
University of Phoenix
City National Bank April 2011 - June 2013
Citibank 2000 - 2011
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Credit, Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Cash Management, Consumer Lending, Mortgage Lending, Cross Selling, Commercial Mortgages, Treasury Management, Credit Risk, Underwriting, Retail Banking, Relationship Management, Financial Services, Financial Analysis, Investments, SBA, Finance, Financial Institutions, Lines Of Credit, Risk Management, Financial Modeling, Loan Origination, New Business Development, Branch Banking, Real Estate Economics, Private Banking, Due Diligence, Management, Trade Finance, Middle Market, Wealth Management, Deposits, Sales, Business Development, Customer Service, Credit Cards, Mortgage Banking, Refinance
Education
University of Central Florida
University of Phoenix
Mirielle Enlow's City National Bank Experience 2010 - Present
Job Mortgage Professional
Industry Financial Services
Experience
City National Bank 2010 - Present
Deco Boat Charter 2006 - 2010
Education
University of Evansville
City National Bank 2010 - Present
Deco Boat Charter 2006 - 2010
Education
University of Evansville
Matt Cheeseman Matt Cheeseman's City National Bank Experience October 2013 - Present
Job Vice President at City National Bank
Industry Commercial Real Estate
Experience
City National Bank October 2013 - Present
Colliers International September 2003 - October 2013
Skills
Real Estate Development, Real Estate Economics, Brokerage, Commercial Real Estate, Location Intelligence, Real Estate, Disposition, Valuation, Loans, Leases, Negotiation
Education
University of California, Santa Barbara 1994 — 1998
BA, Political Science
PVPHS
City National Bank October 2013 - Present
Colliers International September 2003 - October 2013
Skills
Real Estate Development, Real Estate Economics, Brokerage, Commercial Real Estate, Location Intelligence, Real Estate, Disposition, Valuation, Loans, Leases, Negotiation
Education
University of California, Santa Barbara 1994 — 1998
BA, Political Science
PVPHS
Claudia Ng Claudia Ng's City National Bank Experience June 2005 - Present
Job Vice President, Senior Trust Real Estate Officer at City National Bank
Industry Banking
Experience
City National Bank June 2005 - Present
Jalmar Properties, Inc. 1999 - 2005
Skills
Fluent in Spanish, Real Estate, Property Management, Wealth Management, Trusts, Trust Services, Trust Management, Asset Management, Portfolio Management, Investments, Disposition, Commercial Real Estate, Contract Negotiation, Due Diligence, Estate Planning, Dispositions, Investment Properties, Leases, Real Estate Economics, Negotiation, Real Estate Development, Finance
Education
University of California, Los Angeles 1992 — 1997
Bachelor of Arts (B.A.), Economics
CCIM
Schurr High
City National Bank June 2005 - Present
Jalmar Properties, Inc. 1999 - 2005
Skills
Fluent in Spanish, Real Estate, Property Management, Wealth Management, Trusts, Trust Services, Trust Management, Asset Management, Portfolio Management, Investments, Disposition, Commercial Real Estate, Contract Negotiation, Due Diligence, Estate Planning, Dispositions, Investment Properties, Leases, Real Estate Economics, Negotiation, Real Estate Development, Finance
Education
University of California, Los Angeles 1992 — 1997
Bachelor of Arts (B.A.), Economics
CCIM
Schurr High
Lynne (Pierson) Doti Lynne (Pierson) Doti's City National Bank Experience January 2000 - July 2010
Job David and Sandra Stone Professor of Economics at Chapman University
Industry Financial Services
Experience
Routledge Taylor & Francis Group January 2015 - Present
American Entrepreneur February 2009 - Present
Women's Executive Roundtable of Orange County January 1997 - Present
Chapman University February 1971 - Present
Chapman University February 1971 - Present
Chapman University, Argyros School of Business and Economics August 2011 - May 2012
Fulbright Specialist January 2008 - January 2012
City National Bank January 2000 - July 2010
IMRI, Inc January 1999 - July 2010
Plaza Bank August 2005 - June 2009
Skills
Financial Economics, Commercial Banking, Finance, Economics, Management, Editing, Leadership, Public Speaking, Leadership Development, Consulting, Financial Advisory, Entrepreneurship, Municipal finance
Education
University of California, Riverside 1973 — 1978
Ph.D., Economics
University of California 1972 — 1978
Riverside Ph.D, Economics
California State University, Fullerton 1966 — 1971
M.A, Economics
California State University, Fullerton
B.A, Economics
Routledge Taylor & Francis Group January 2015 - Present
American Entrepreneur February 2009 - Present
Women's Executive Roundtable of Orange County January 1997 - Present
Chapman University February 1971 - Present
Chapman University February 1971 - Present
Chapman University, Argyros School of Business and Economics August 2011 - May 2012
Fulbright Specialist January 2008 - January 2012
City National Bank January 2000 - July 2010
IMRI, Inc January 1999 - July 2010
Plaza Bank August 2005 - June 2009
Skills
Financial Economics, Commercial Banking, Finance, Economics, Management, Editing, Leadership, Public Speaking, Leadership Development, Consulting, Financial Advisory, Entrepreneurship, Municipal finance
Education
University of California, Riverside 1973 — 1978
Ph.D., Economics
University of California 1972 — 1978
Riverside Ph.D, Economics
California State University, Fullerton 1966 — 1971
M.A, Economics
California State University, Fullerton
B.A, Economics
Brandi (Brandi Dickerson) Marcum Brandi (Brandi Dickerson) Marcum's City National Bank Experience May 2014 - Present
Job Personal Banker II at City National Bank
Industry Banking
Experience
City National Bank May 2014 - Present
United Bank 2013 - 2014
Skills
Credit Analysis, Credit, Commercial Banking, Banking, Retail Banking, Loans, Commercial Lending, Loan Origination, Cash Management, Customer Service, Mortgage Lending, Small Business Lending, Lines Of Credit, Consumer Lending, Cross Selling, Branch Banking, Finance, Deposits, Relationship Management, Mortgage Banking
Education
The University of Charleston 2011 — 2013
Finance, General
City National Bank May 2014 - Present
United Bank 2013 - 2014
Skills
Credit Analysis, Credit, Commercial Banking, Banking, Retail Banking, Loans, Commercial Lending, Loan Origination, Cash Management, Customer Service, Mortgage Lending, Small Business Lending, Lines Of Credit, Consumer Lending, Cross Selling, Branch Banking, Finance, Deposits, Relationship Management, Mortgage Banking
Education
The University of Charleston 2011 — 2013
Finance, General
Stacey Silbiger's City National Bank Experience October 2010 - February 2013
Job Sr. RB, BankUnited. Business Banker/Lender to Physicians, Dentists, Professionals & Business owners.World class service!
Industry Banking
Experience
BankUnited May 2014 - Present
Wells Fargo February 2013 - May 2014
City National Bank October 2010 - February 2013
AmTrust Bank March 2010 - October 2010
JPMorgan, Private Client Group May 2007 - December 2008
Skills
Commercial Lending, Commercial Banking, Loans, Financial Analysis, Credit Analysis, Real Estate, Mortgage Lending, Credit, Lines Of Credit, Commercial Mortgages, Small Business, Banking, Loan Origination, Small Business Lending, Consumer Lending
Education
University of Florida
Bachelor of Arts (B.A.), Sociology and languages
University of Florida
B.A., Sociology/ Languages
BankUnited May 2014 - Present
Wells Fargo February 2013 - May 2014
City National Bank October 2010 - February 2013
AmTrust Bank March 2010 - October 2010
JPMorgan, Private Client Group May 2007 - December 2008
Skills
Commercial Lending, Commercial Banking, Loans, Financial Analysis, Credit Analysis, Real Estate, Mortgage Lending, Credit, Lines Of Credit, Commercial Mortgages, Small Business, Banking, Loan Origination, Small Business Lending, Consumer Lending
Education
University of Florida
Bachelor of Arts (B.A.), Sociology and languages
University of Florida
B.A., Sociology/ Languages
Brandon Citrin Brandon Citrin's City National Bank Experience September 2008 - Present
Job Treasury Management Sales Analyst at City National Bank
Industry Banking
Experience
City National Bank September 2008 - Present
Bank of America September 2006 - September 2007
Wells Fargo August 2004 - September 2006
Skills
Leadership, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales Presentations, Business Strategy, Strong Business Acumen, Maintaining Strong..., Cross Selling, Portfolio Management, Business Development, Organizational..., Client Relations Skills, Outstanding..., Team Building, Sales Management, Account Management, Relationship Management, Networking, Small Business Lending
Education
UCSB 1999 — 2004
Bachelor's degree, Psychology
Culver City High School 1997 — 1999
Pilgrim School
City National Bank September 2008 - Present
Bank of America September 2006 - September 2007
Wells Fargo August 2004 - September 2006
Skills
Leadership, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales Presentations, Business Strategy, Strong Business Acumen, Maintaining Strong..., Cross Selling, Portfolio Management, Business Development, Organizational..., Client Relations Skills, Outstanding..., Team Building, Sales Management, Account Management, Relationship Management, Networking, Small Business Lending
Education
UCSB 1999 — 2004
Bachelor's degree, Psychology
Culver City High School 1997 — 1999
Pilgrim School
Sonia Russell Sonia Russell's City National Bank Experience November 2006 - January 2011
Job Office Administrator at Westwood Hills Christian Church
Industry Nonprofit Organization Management
Experience
Westwood Hills Christian Church June 2011 - Present
City National Bank November 2006 - January 2011
The Abernathy MacGregor Group November 1997 - September 2005
Great Western Bank 1995 - 1997
Skills
Administrative Support, Microsoft Office, Customer Relations, Outlook, MS Publisher, Photoshop, Customer Service, Microsoft Publisher, Finance, Administrative..., Recruiting, Microsoft Word, Public Relations, Event Planning, Negotiation
Education
University of Phoenix 1994 — 1997
BA, Business Administration/Human Resources
University of Illinois at Chicago
Westwood Hills Christian Church June 2011 - Present
City National Bank November 2006 - January 2011
The Abernathy MacGregor Group November 1997 - September 2005
Great Western Bank 1995 - 1997
Skills
Administrative Support, Microsoft Office, Customer Relations, Outlook, MS Publisher, Photoshop, Customer Service, Microsoft Publisher, Finance, Administrative..., Recruiting, Microsoft Word, Public Relations, Event Planning, Negotiation
Education
University of Phoenix 1994 — 1997
BA, Business Administration/Human Resources
University of Illinois at Chicago
Steve Altschuler Steve Altschuler's City National Bank Experience 1997 - 1998
Job Senior Business Solutions Manager at BP Logix, Inc.
Industry Information Technology and Services
Experience
BP Logix, Inc. February 2014 - Present
Insight Imaging 2010 - January 2014
Insight Imaging October 2009 - October 2010
WaMu Investments (fka WM Financial Services) 2007 - May 2009
WM Financial Services 2004 - 2007
Warner Bros. 2003 - 2003
Indymac Bank 2000 - 2002
DS Consultants 1998 - 2000
City National Bank 1997 - 1998
American Savings Bank 1994 - 1997
Skills
Team Building, Business Process..., Organizational..., Strategic Planning, Application Lifecycle..., Project Management, Change Management, Mentoring, Analysis, Management, Software Documentation, Leadership, Process Improvement, Quality Assurance, Software Development, Visio, Cross-functional Team..., Healthcare, Budgets, Executive Management, Business Strategy, Business Analysis
Education
Canoga Park High School
University of California, Los Angeles
BP Logix, Inc. February 2014 - Present
Insight Imaging 2010 - January 2014
Insight Imaging October 2009 - October 2010
WaMu Investments (fka WM Financial Services) 2007 - May 2009
WM Financial Services 2004 - 2007
Warner Bros. 2003 - 2003
Indymac Bank 2000 - 2002
DS Consultants 1998 - 2000
City National Bank 1997 - 1998
American Savings Bank 1994 - 1997
Skills
Team Building, Business Process..., Organizational..., Strategic Planning, Application Lifecycle..., Project Management, Change Management, Mentoring, Analysis, Management, Software Documentation, Leadership, Process Improvement, Quality Assurance, Software Development, Visio, Cross-functional Team..., Healthcare, Budgets, Executive Management, Business Strategy, Business Analysis
Education
Canoga Park High School
University of California, Los Angeles
Lexie Garrison's City National Bank Experience May 2001 - May 2002
Job VP Lead Credit Analyst at Valliance Bank
Industry Banking
Experience
Stillwater National Bank August 2006 - August 2011
IBC Bank May 2002 - August 2006
City National Bank May 2001 - May 2002
Skills
Credit Analysis, Credit, Financial Analysis, Underwriting, Loans, Financial Reporting, Finance, Cash Flow, Banking, Real Estate, Commercial Lending
Education
University of Central Oklahoma 2008 — 2010
Masters, Business Administration
University of Central Oklahoma 2004 — 2010
Bachelors of Business Administration, Finance
Stillwater National Bank August 2006 - August 2011
IBC Bank May 2002 - August 2006
City National Bank May 2001 - May 2002
Skills
Credit Analysis, Credit, Financial Analysis, Underwriting, Loans, Financial Reporting, Finance, Cash Flow, Banking, Real Estate, Commercial Lending
Education
University of Central Oklahoma 2008 — 2010
Masters, Business Administration
University of Central Oklahoma 2004 — 2010
Bachelors of Business Administration, Finance
Les Kim Les Kim's City National Bank Experience October 2014 - Present
Job VP & Credit Officer at City National Bank Entertainment Division
Industry Banking
Experience
City National Bank October 2014 - Present
City National Bank June 2012 - October 2014
U.S. Bank June 2011 - June 2012
Gateway Business Bank January 2011 - June 2011
Wilshire State Bank August 2003 - December 2010
Skills
Credit Analysis, Commercial Lending, Banking, Business Development
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Business of Entertainment
University of California, Riverside
B.S., Business Administration
City National Bank October 2014 - Present
City National Bank June 2012 - October 2014
U.S. Bank June 2011 - June 2012
Gateway Business Bank January 2011 - June 2011
Wilshire State Bank August 2003 - December 2010
Skills
Credit Analysis, Commercial Lending, Banking, Business Development
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Business of Entertainment
University of California, Riverside
B.S., Business Administration
Michelle Marlowe Michelle Marlowe's City National Bank Experience 2009 - 2010
Job Associate Director of Financial Aid
Industry Higher Education
Experience
University of Charleston September 2012 - Present
University of Charleston March 2011 - March 2012
City National Bank, WV September 2010 - March 2011
City National Bank 2009 - 2010
Education
University of Charleston 2009 — 2010
MBA, Business
University of Charleston 2001 — 2005
BA, Art, Communications
University of Charleston September 2012 - Present
University of Charleston March 2011 - March 2012
City National Bank, WV September 2010 - March 2011
City National Bank 2009 - 2010
Education
University of Charleston 2009 — 2010
MBA, Business
University of Charleston 2001 — 2005
BA, Art, Communications
Donald Shead Donald Shead's City National Bank Experience October 2007 - January 2008
Job Senior Technical Writer at KPMG
Industry Automotive
Experience
KPMG September 2013 - Present
KPMG May 2010 - Present
American Honda Motor Co., Inc January 2008 - May 2010
City National Bank October 2007 - January 2008
Skills
Editing, Outlook, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Software Documentation, Technical Writing, Building Relationships, Marketing, Adobe Acrobat, Quality Assurance, Project Management
Education
University of California, Santa Barbara 2003 — 2007
B.A., English, Professional Writing
KPMG September 2013 - Present
KPMG May 2010 - Present
American Honda Motor Co., Inc January 2008 - May 2010
City National Bank October 2007 - January 2008
Skills
Editing, Outlook, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Software Documentation, Technical Writing, Building Relationships, Marketing, Adobe Acrobat, Quality Assurance, Project Management
Education
University of California, Santa Barbara 2003 — 2007
B.A., English, Professional Writing
Frank Delgado's City National Bank Experience May 2007 - January 2009
Job Contract Administrator at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2011 - Present
Kiran Analytics, Inc June 2009 - September 2010
City National Bank May 2007 - January 2009
Affinity Bank March 2006 - May 2007
US Bank August 2004 - March 2006
UCDC 2001 - 2001
Skills
Sales, Leadership, Strategy, Credit, Commercial Lending, Vendor Management, Management, Customer Service, Relationship Management, CRM, Investor Relations, Commercial Banking, Banking
Education
University of California, San Diego
Bachelor of Arts, Political Science; Public Policy & Law, 2003
Bank of America Merrill Lynch March 2011 - Present
Kiran Analytics, Inc June 2009 - September 2010
City National Bank May 2007 - January 2009
Affinity Bank March 2006 - May 2007
US Bank August 2004 - March 2006
UCDC 2001 - 2001
Skills
Sales, Leadership, Strategy, Credit, Commercial Lending, Vendor Management, Management, Customer Service, Relationship Management, CRM, Investor Relations, Commercial Banking, Banking
Education
University of California, San Diego
Bachelor of Arts, Political Science; Public Policy & Law, 2003
Ryan Thomason's City National Bank Experience July 2011 - July 2014
Job Portfolio Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale July 2014 - Present
City National Bank July 2011 - July 2014
Monarch Wealth Strategies November 2009 - August 2010
Skills
Credit Analysis, Credit, Loans, Portfolio Management, Banking, Credit Risk, Financial Analysis, Underwriting, Commercial Lending, Financial Risk, Financial Modeling, Commercial Banking, Relationship Management, Investments, Microsoft Office, Asset Allocation, Equities, Securities, Investment Strategies
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
City National Rochdale July 2014 - Present
City National Bank July 2011 - July 2014
Monarch Wealth Strategies November 2009 - August 2010
Skills
Credit Analysis, Credit, Loans, Portfolio Management, Banking, Credit Risk, Financial Analysis, Underwriting, Commercial Lending, Financial Risk, Financial Modeling, Commercial Banking, Relationship Management, Investments, Microsoft Office, Asset Allocation, Equities, Securities, Investment Strategies
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
John LeBoeuf Sr.'s City National Bank Experience January 1993 - January 1998
Job Loan Review Officer at Girard National Bank
Industry Banking
Experience
Girard National Bank August 2012 - Present
Asset Management Contractor August 2008 - March 2013
Community Bank and Trust September 2006 - August 2008
Coastal Commerce March 2006 - August 2006
Community National Bank January 1998 - February 2006
City National Bank January 1993 - January 1998
Baton Rouge Bank & Trust Company March 1989 - December 1992
Hibernia National Bank March 1987 - March 1989
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Credit Risk, Commercial Mortgages, Underwriting, Financial Analysis, Portfolio Management, Loan Origination, Consumer Lending, Loan Review, Loss Mitigation, Real Estate, Real Estate Economics, Asset Management, Loan Servicing, Finance, Commercial Real Estate, Financial Services, Risk Management, Due Diligence, Valuation, Construction Loans, Financial Risk, Asset Based Lending, Cash Management, Financial Structuring, Investments, Structured Finance, Mortgage Banking, Funding, Residential Mortgages, Retail Banking, Mortgage Underwriting, Financial Institutions, Real Estate Financing, Treasury Management, Lines Of Credit, SBA, Securitization, Workout, Mortgage Servicing, Refinance, Private Banking, Loan Modifications
Education
University of Colorado at Boulder
Diploma, Graduate School of Banking
University of Louisiana at Monroe
BBA, Finance-Commercial Banking Program, Minor in Economics
Girard National Bank August 2012 - Present
Asset Management Contractor August 2008 - March 2013
Community Bank and Trust September 2006 - August 2008
Coastal Commerce March 2006 - August 2006
Community National Bank January 1998 - February 2006
City National Bank January 1993 - January 1998
Baton Rouge Bank & Trust Company March 1989 - December 1992
Hibernia National Bank March 1987 - March 1989
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Credit Risk, Commercial Mortgages, Underwriting, Financial Analysis, Portfolio Management, Loan Origination, Consumer Lending, Loan Review, Loss Mitigation, Real Estate, Real Estate Economics, Asset Management, Loan Servicing, Finance, Commercial Real Estate, Financial Services, Risk Management, Due Diligence, Valuation, Construction Loans, Financial Risk, Asset Based Lending, Cash Management, Financial Structuring, Investments, Structured Finance, Mortgage Banking, Funding, Residential Mortgages, Retail Banking, Mortgage Underwriting, Financial Institutions, Real Estate Financing, Treasury Management, Lines Of Credit, SBA, Securitization, Workout, Mortgage Servicing, Refinance, Private Banking, Loan Modifications
Education
University of Colorado at Boulder
Diploma, Graduate School of Banking
University of Louisiana at Monroe
BBA, Finance-Commercial Banking Program, Minor in Economics
Jennifer Phu-Le's City National Bank Experience July 2015 - Present
Job Private Client Investment Analyst at City National Bank
Industry Banking
Experience
City National Bank July 2015 - Present
City National Bank March 2013 - Present
Ernst & Young September 2011 - March 2013
UCSB Student Health September 2009 - June 2011
Ernst & Young June 2010 - September 2010
Skills
Auditing, Assurance, Internal Controls, External Audit, IFRS, Internal Audit, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Big 4, Accounting, Financial Accounting, Financial Analysis, Financial Statements, GAAP, QuickBooks, Financial Audits, CPA, PowerPoint, Microsoft Office, Microsoft Word
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
City National Bank July 2015 - Present
City National Bank March 2013 - Present
Ernst & Young September 2011 - March 2013
UCSB Student Health September 2009 - June 2011
Ernst & Young June 2010 - September 2010
Skills
Auditing, Assurance, Internal Controls, External Audit, IFRS, Internal Audit, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Big 4, Accounting, Financial Accounting, Financial Analysis, Financial Statements, GAAP, QuickBooks, Financial Audits, CPA, PowerPoint, Microsoft Office, Microsoft Word
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
James Hudnall's City National Bank Experience February 2011 - Present
Job Portfolio Manager at City National Bank
Industry Banking
Experience
City National Bank February 2011 - Present
City National Bank July 2008 - January 2011
Kroger May 2003 - June 2008
Skills
Portfolio Management, Banking, Financial Analysis, Finance, Retail Banking, Auditing, Risk Management, Asset Allocation, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Retirement Planning, Financial Modeling, Investments, Financial Risk, Asset Managment, Strategic Planning, Leadership, Credit, Commercial Banking, Cross Selling
Education
The University of Charleston 2007 — 2009
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
West Virginia State University 1998 — 2002
Bachelor's Degree, Business, 3.86 GPA
City National Bank February 2011 - Present
City National Bank July 2008 - January 2011
Kroger May 2003 - June 2008
Skills
Portfolio Management, Banking, Financial Analysis, Finance, Retail Banking, Auditing, Risk Management, Asset Allocation, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Retirement Planning, Financial Modeling, Investments, Financial Risk, Asset Managment, Strategic Planning, Leadership, Credit, Commercial Banking, Cross Selling
Education
The University of Charleston 2007 — 2009
Master of Business Administration (M.B.A.), Finance, 4.0 GPA
West Virginia State University 1998 — 2002
Bachelor's Degree, Business, 3.86 GPA
Michelle Fox's City National Bank Experience November 1996 - Present
Job Assistant Vice President City National Bank
Industry Banking
Experience
City National Bank November 1996 - Present
Skills
Strategic Planning, Retail Banking, Loans, Consumer Lending, Public Relations, Mortgage Lending, Banking, Loan Origination, Cross Selling, Branch Management, Credit, Branch Banking, Credit Analysis, Commercial Banking, Commercial Lending, Customer Service, Management
Education
West Virginia University Institute of Technology 1993 — 1996
Bachelor's degree
The University of Charleston 2005 — 2006
School of Banking
City National Bank November 1996 - Present
Skills
Strategic Planning, Retail Banking, Loans, Consumer Lending, Public Relations, Mortgage Lending, Banking, Loan Origination, Cross Selling, Branch Management, Credit, Branch Banking, Credit Analysis, Commercial Banking, Commercial Lending, Customer Service, Management
Education
West Virginia University Institute of Technology 1993 — 1996
Bachelor's degree
The University of Charleston 2005 — 2006
School of Banking
Kevin Cutter Kevin Cutter's City National Bank Experience June 2011 - Present
Job Vice President / Sr. Relationship Manager at City National Bank
Industry Banking
Experience
City National Bank June 2011 - Present
Citizens Business Bank December 2010 - June 2011
Allied Irish Banks April 2006 - December 2010
City National Bank March 1999 - March 2006
Bank of America January 1992 - March 1999
Skills
Commercial Lending, Commercial Banking, Commercial Mortgages, Real Estate, Risk Management, Financial Risk, Loans, Banking, Construction Finance, Underwriting
Education
University of Denver - Daniels College of Business 2005 — 2007
Master Science, Real Estate and Construction Management
California State Polytechnic University Pomona 1989 — 1994
Bachelor of Science, Finance, Real Estate, Law
City National Bank June 2011 - Present
Citizens Business Bank December 2010 - June 2011
Allied Irish Banks April 2006 - December 2010
City National Bank March 1999 - March 2006
Bank of America January 1992 - March 1999
Skills
Commercial Lending, Commercial Banking, Commercial Mortgages, Real Estate, Risk Management, Financial Risk, Loans, Banking, Construction Finance, Underwriting
Education
University of Denver - Daniels College of Business 2005 — 2007
Master Science, Real Estate and Construction Management
California State Polytechnic University Pomona 1989 — 1994
Bachelor of Science, Finance, Real Estate, Law
Eric A. Swensson Eric A. Swensson's City National Bank Experience 2011 - August 2015
Job Vice President City National Bank
Industry Banking
Experience
City National Bank 2011 - August 2015
The Bank of Miami, N.A. 2008 - 2010
Sun American Bank 2005 - 2008
Skills
Credit, Leadership, Banking, Cash Management, Commercial Banking, Commercial Lending, Retail Banking, Small Business Lending, Consumer Lending, Investments, Risk Management, Mortgage Lending, Portfolio Management
Education
University of Florida 1997 — 2001
Decision Information Sciences
University of Florida - Warrington College of Business Administration 1997 — 2001
BS, Decision Information Sciences
City National Bank 2011 - August 2015
The Bank of Miami, N.A. 2008 - 2010
Sun American Bank 2005 - 2008
Skills
Credit, Leadership, Banking, Cash Management, Commercial Banking, Commercial Lending, Retail Banking, Small Business Lending, Consumer Lending, Investments, Risk Management, Mortgage Lending, Portfolio Management
Education
University of Florida 1997 — 2001
Decision Information Sciences
University of Florida - Warrington College of Business Administration 1997 — 2001
BS, Decision Information Sciences
Kate Simmons Kate Simmons's City National Bank Experience August 1987 - October 1993
Job Executive Director WundaBar Inc.
Industry Health, Wellness and Fitness
Experience
Residential Investment Properties September 2004 - Present
Browncroft Entertainment Corp. March 1998 - Present
Jack Morton Worldwide August 1997 - February 1998
Johnson & Higgins October 1993 - July 1997
City National Bank August 1987 - October 1993
Skills
Event Planning, Social Media Marketing, Social Media, Social Networking, Fitness, Event Management, Editing, Public Speaking, Fundraising, Public Relations, Online Advertising, Creative Writing, Pilates, Advertising, Make It Happen, Procedure Manuals, Production Planning, Technical Writing, Team Leadership, Executor, Bossa Nova, Marketing, Marketing Strategy, Management, Entertainment
Education
UCLA 1989 — 1992
BS, English
Residential Investment Properties September 2004 - Present
Browncroft Entertainment Corp. March 1998 - Present
Jack Morton Worldwide August 1997 - February 1998
Johnson & Higgins October 1993 - July 1997
City National Bank August 1987 - October 1993
Skills
Event Planning, Social Media Marketing, Social Media, Social Networking, Fitness, Event Management, Editing, Public Speaking, Fundraising, Public Relations, Online Advertising, Creative Writing, Pilates, Advertising, Make It Happen, Procedure Manuals, Production Planning, Technical Writing, Team Leadership, Executor, Bossa Nova, Marketing, Marketing Strategy, Management, Entertainment
Education
UCLA 1989 — 1992
BS, English
Vance Kobayashi Vance Kobayashi's City National Bank Experience 2001 - 2003
Job Vice President at Insurance Benefits Services
Industry Insurance
Experience
Insurance Benefits Services August 2013 - Present
BioSpray Hawaii August 2013 - Present
Coast Asset Management April 2010 - July 2013
Coast Asset Management April 2003 - March 2010
City National Bank 2001 - 2003
Skills
Quickbooks, Hedge Funds, Fixed Income, Investments, Financial Reporting, Bloomberg, Portfolio Management, Equities, Financial Analysis, Alternative Investments, QuickBooks
Education
University of Hawaii - Shidler College of Business 1999 — 2000
BBA, Finance
University of Hawaii at Manoa 1996 — 2000
BBA, Finance
Mid Pacific Institute
Insurance Benefits Services August 2013 - Present
BioSpray Hawaii August 2013 - Present
Coast Asset Management April 2010 - July 2013
Coast Asset Management April 2003 - March 2010
City National Bank 2001 - 2003
Skills
Quickbooks, Hedge Funds, Fixed Income, Investments, Financial Reporting, Bloomberg, Portfolio Management, Equities, Financial Analysis, Alternative Investments, QuickBooks
Education
University of Hawaii - Shidler College of Business 1999 — 2000
BBA, Finance
University of Hawaii at Manoa 1996 — 2000
BBA, Finance
Mid Pacific Institute
Armund Allen's City National Bank Experience March 2014 - Present
Job Sr. Collateral Analyst at City National Bank
Industry Financial Services
Experience
City National Bank March 2014 - Present
GemCap March 2011 - March 2014
Black Sports Agents Association August 2010 - June 2011
The Gores Group December 2010 - January 2011
University of California, Riverside September 2006 - March 2010
Northrop Grumman Corporation June 2008 - September 2008
Skills
Event Planning, Sports Marketing, Market Research, Asset Based Lending, Financial Analysis, Sports Management, PowerPoint, Financial Services, Commercial Lending, Dunn & Bradstreet, Data Analysis, Credit Analysis, Microsoft Excel, PeopleSoft, Data Mining, Data Extraction, Accounting, Marketing Research, Event Management, Game Day Operations, Intercollegiate..., Athletic Facilities, Grant Writing, NLS, Commercial Banking, Revolving Lines of..., Inventory Analysis, Accounts Payable &..., Loan Servicing, Monarch Pro, Auditing
Education
UC Riverside
Bachelor of Science (B.S.), Business Administration, Finance
City National Bank March 2014 - Present
GemCap March 2011 - March 2014
Black Sports Agents Association August 2010 - June 2011
The Gores Group December 2010 - January 2011
University of California, Riverside September 2006 - March 2010
Northrop Grumman Corporation June 2008 - September 2008
Skills
Event Planning, Sports Marketing, Market Research, Asset Based Lending, Financial Analysis, Sports Management, PowerPoint, Financial Services, Commercial Lending, Dunn & Bradstreet, Data Analysis, Credit Analysis, Microsoft Excel, PeopleSoft, Data Mining, Data Extraction, Accounting, Marketing Research, Event Management, Game Day Operations, Intercollegiate..., Athletic Facilities, Grant Writing, NLS, Commercial Banking, Revolving Lines of..., Inventory Analysis, Accounts Payable &..., Loan Servicing, Monarch Pro, Auditing
Education
UC Riverside
Bachelor of Science (B.S.), Business Administration, Finance
Jason Baldrick Jason Baldrick's City National Bank Experience March 2009 - Present
Job Vice President Business Technology Services at City National Bank
Industry Information Technology and Services
Experience
City National Bank March 2009 - Present
Medical Info 24/7 April 2006 - November 2008
Staples March 2001 - July 2004
Office Depot July 1989 - February 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Microsoft SQL Server, SharePoint, TFS, Scrum, Agile & Waterfall..., ALM, UFT, Sprinter
Education
University of La Verne 2005 — 2008
Bachelor's degree, History
University of La Verne 2004 — 2007
Bachelor of Arts (B.A.), History, B
City National Bank March 2009 - Present
Medical Info 24/7 April 2006 - November 2008
Staples March 2001 - July 2004
Office Depot July 1989 - February 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Microsoft SQL Server, SharePoint, TFS, Scrum, Agile & Waterfall..., ALM, UFT, Sprinter
Education
University of La Verne 2005 — 2008
Bachelor's degree, History
University of La Verne 2004 — 2007
Bachelor of Arts (B.A.), History, B
Donald Rapp Donald Rapp's City National Bank Experience 1986 - 1994
Job Vice President and Relationship Manager at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank February 2015 - Present
Wedbush Bank August 2013 - March 2014
Santa Barbara Bank & Trust 2010 - 2013
Santa Barbara Bank & Trust June 1995 - December 2010
City National Bank 1986 - 1994
Sheldon L. Pollack Corporation 1984 - 1986
Crocker National Bank 1978 - 1984
MGIC Investment Company 1974 - 1978
United California Bank 1969 - 1974
Skills
Instructor, UCLA..., Published "The Guide to..., Certified General Real..., Real Estate Broker..., Mortgage Lending, Loans, Credit, Commercial Mortgages, Commercial Real Estate, Underwriting, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Real Estate, Finance, Banking, Credit Risk, Small Business Lending
Education
University of Southern California 1978 — 1981
MBA, Finance, Real Estate Emphasis, Finance
University of California, Santa Barbara 1967 — 1969
Bachelor of Arts (BA), Economics
Citizens Business Bank February 2015 - Present
Wedbush Bank August 2013 - March 2014
Santa Barbara Bank & Trust 2010 - 2013
Santa Barbara Bank & Trust June 1995 - December 2010
City National Bank 1986 - 1994
Sheldon L. Pollack Corporation 1984 - 1986
Crocker National Bank 1978 - 1984
MGIC Investment Company 1974 - 1978
United California Bank 1969 - 1974
Skills
Instructor, UCLA..., Published "The Guide to..., Certified General Real..., Real Estate Broker..., Mortgage Lending, Loans, Credit, Commercial Mortgages, Commercial Real Estate, Underwriting, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Real Estate, Finance, Banking, Credit Risk, Small Business Lending
Education
University of Southern California 1978 — 1981
MBA, Finance, Real Estate Emphasis, Finance
University of California, Santa Barbara 1967 — 1969
Bachelor of Arts (BA), Economics
Ryan Blair's City National Bank Experience November 2005 - Present
Job Vice President, Senior Relationship Manager
Industry Banking
Experience
City National Bank November 2005 - Present
Skills
Real Estate, Credit, Loans, Analysis, Portfolio Management, Underwriting, New Business Development, Debt, Investments, Financial Analysis, Credit Analysis, Banking, Equities, Mortgage Lending, Commercial Lending, Asset Managment, Financial Modeling, Due Diligence, Real Estate Economics, Valuation, Finance, Lines Of Credit, Loan Origination
Education
University of California, San Diego 2000 — 2004
BA, Economics, Political Science
City National Bank November 2005 - Present
Skills
Real Estate, Credit, Loans, Analysis, Portfolio Management, Underwriting, New Business Development, Debt, Investments, Financial Analysis, Credit Analysis, Banking, Equities, Mortgage Lending, Commercial Lending, Asset Managment, Financial Modeling, Due Diligence, Real Estate Economics, Valuation, Finance, Lines Of Credit, Loan Origination
Education
University of California, San Diego 2000 — 2004
BA, Economics, Political Science
Eric DeHart Eric DeHart's City National Bank Experience December 2010 - March 2012
Job Vice President at U.S. Bank Technology Finance Group
Industry Financial Services
Experience
U.S. Bank Technology Finance Group June 2014 - Present
JPMorgan Chase July 2013 - June 2014
City National Bank December 2010 - March 2012
First American Equipment Finance June 2005 - November 2010
PacificNet June 2004 - August 2004
Skills
Commercial Banking, Direct Sales, Corporate Finance, Equipment Finance, Credit Analysis, Finance, Relationship Management, Financial Services, Loans, Credit, Business Development, Portfolio Management, Commercial Lending
Education
University of La Verne College of Business & Public Management, University of Southern California 2013 — 2013
University of La Verne 2010 — 2013
MBA, Finance
University of Southern California 2000 — 2004
BA, Economics
U.S. Bank Technology Finance Group June 2014 - Present
JPMorgan Chase July 2013 - June 2014
City National Bank December 2010 - March 2012
First American Equipment Finance June 2005 - November 2010
PacificNet June 2004 - August 2004
Skills
Commercial Banking, Direct Sales, Corporate Finance, Equipment Finance, Credit Analysis, Finance, Relationship Management, Financial Services, Loans, Credit, Business Development, Portfolio Management, Commercial Lending
Education
University of La Verne College of Business & Public Management, University of Southern California 2013 — 2013
University of La Verne 2010 — 2013
MBA, Finance
University of Southern California 2000 — 2004
BA, Economics
Josh Velazquez's City National Bank Experience 2012 - 2012
Job Branch Manager | Vice President of Mortgage Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate June 2015 - Present
Waterstone Mortgage Corporation June 2014 - June 2015
American Momentum Bank 2013 - June 2014
City National Bank 2012 - 2012
Digital Risk 2010 - 2012
M&I Bank 2008 - 2010
Value Shield Financial Services December 2007 - November 2008
Chevy Chase Bank August 2006 - December 2007
First Magnus Financial August 2005 - August 2006
Home Seekers Mortgage Makers January 1999 - August 2005
Skills
Mortgage Banking, Coaching, Negotiation, Communication, Financial Analysis, Strategic Financial..., Certified Mortgage..., Loans, Personal Development, Inspiring People, Personal Branding, Credit Risk, Credit Analysis, Life Insurance, Indexed Annuities, Fixed Annuities, Construction Loans, Jumbo Mortgage, Super Jumbo, Mortgage Lending, Mortgage Underwriting, Wholesale Lending, Real Estate Financing, Real Estate Transactions, Personal Finance, Personal Financial..., Real Estate Economics, Economics, Finance, FHA, Investment Properties, Investments, Loss Mitigation, Refinance, FHA financing, Portfolio Management, USDA, VA loans, Commercial Lending, HomePath, Referrals, First Time Home Buyers, Non-Conforming, Home Equity Lines of..., Mortgage Servicing, Mortgage Marketing, Credit, Loan Origination, Residential Mortgages, Government Loans
Education
University of Central Florida 2010 — 2013
Bachelor of Arts (B.A.), Finance, Economics, Political Science, Latin America
Guaranteed Rate June 2015 - Present
Waterstone Mortgage Corporation June 2014 - June 2015
American Momentum Bank 2013 - June 2014
City National Bank 2012 - 2012
Digital Risk 2010 - 2012
M&I Bank 2008 - 2010
Value Shield Financial Services December 2007 - November 2008
Chevy Chase Bank August 2006 - December 2007
First Magnus Financial August 2005 - August 2006
Home Seekers Mortgage Makers January 1999 - August 2005
Skills
Mortgage Banking, Coaching, Negotiation, Communication, Financial Analysis, Strategic Financial..., Certified Mortgage..., Loans, Personal Development, Inspiring People, Personal Branding, Credit Risk, Credit Analysis, Life Insurance, Indexed Annuities, Fixed Annuities, Construction Loans, Jumbo Mortgage, Super Jumbo, Mortgage Lending, Mortgage Underwriting, Wholesale Lending, Real Estate Financing, Real Estate Transactions, Personal Finance, Personal Financial..., Real Estate Economics, Economics, Finance, FHA, Investment Properties, Investments, Loss Mitigation, Refinance, FHA financing, Portfolio Management, USDA, VA loans, Commercial Lending, HomePath, Referrals, First Time Home Buyers, Non-Conforming, Home Equity Lines of..., Mortgage Servicing, Mortgage Marketing, Credit, Loan Origination, Residential Mortgages, Government Loans
Education
University of Central Florida 2010 — 2013
Bachelor of Arts (B.A.), Finance, Economics, Political Science, Latin America
Andy Aiwohi Andy Aiwohi's City National Bank Experience March 2006 - January 2012
Job SVP, Credit Administrator First Security Bank Of Nevada
Industry Banking
Experience
First Security Bank Of Nevada May 2015 - Present
Nevada State Bank December 2014 - April 2015
Nevada State Bank May 2013 - December 2014
Bank of Nevada January 2012 - May 2013
City National Bank March 2006 - January 2012
Business Bank of Nevada March 2006 - May 2007
Nevada First Bank March 2005 - March 2006
Bank of Hawaii June 2001 - February 2005
Skills
Credit, Credit Analysis, Commercial Lending, Commercial Banking, Loans, Small Business Lending, Lines Of Credit, Commercial Mortgages, Private Banking, Asset Based Lending, Loan Origination, Consumer Lending
Education
University of Hawaii at Manoa 1997 — 2001
Bachelor of Business Administration, Finance
First Security Bank Of Nevada May 2015 - Present
Nevada State Bank December 2014 - April 2015
Nevada State Bank May 2013 - December 2014
Bank of Nevada January 2012 - May 2013
City National Bank March 2006 - January 2012
Business Bank of Nevada March 2006 - May 2007
Nevada First Bank March 2005 - March 2006
Bank of Hawaii June 2001 - February 2005
Skills
Credit, Credit Analysis, Commercial Lending, Commercial Banking, Loans, Small Business Lending, Lines Of Credit, Commercial Mortgages, Private Banking, Asset Based Lending, Loan Origination, Consumer Lending
Education
University of Hawaii at Manoa 1997 — 2001
Bachelor of Business Administration, Finance
Chuck Taylor's City National Bank Experience December 2009 - Present
Job Senior Vice President, BSA Officer at City National Bank, JD, CAMS
Industry Financial Services
Experience
City National Bank December 2009 - Present
Elizabeth House May 2014 - Present
West Coast Anti-Money Laundering Forum January 2015 - Present
ACAMS Southern California Chapter 2009 - 2014
Cal National Bank May 2006 - December 2009
Pacific Capital Bancorp 1999 - 2005
Skills
AML, Banking, KYC, Risk Assessment, Sanctions Screening, Bank Secrecy Act, Due Diligence, Enterprise Risk..., CAMS, Financial Risk, OFAC, CIP, Risk Management, Operational Risk..., Operational Risk, Compliance, Public Speaking, Training, Commercial Banking, Loans, USA PATRIOT Act, Finance, Financial Services, Certified Anti-Money..., Retail Banking, Financial Institutions, Internet Banking, Fraud, Payments, Securities, Regulations, Anti Money Laundering
Education
Pacific Coast Banking School
Certificate - Bank Management/Finance/Leadership
Santa Barbara College of Law
JD
University of California, Santa Barbara
BA, Communication
City National Bank December 2009 - Present
Elizabeth House May 2014 - Present
West Coast Anti-Money Laundering Forum January 2015 - Present
ACAMS Southern California Chapter 2009 - 2014
Cal National Bank May 2006 - December 2009
Pacific Capital Bancorp 1999 - 2005
Skills
AML, Banking, KYC, Risk Assessment, Sanctions Screening, Bank Secrecy Act, Due Diligence, Enterprise Risk..., CAMS, Financial Risk, OFAC, CIP, Risk Management, Operational Risk..., Operational Risk, Compliance, Public Speaking, Training, Commercial Banking, Loans, USA PATRIOT Act, Finance, Financial Services, Certified Anti-Money..., Retail Banking, Financial Institutions, Internet Banking, Fraud, Payments, Securities, Regulations, Anti Money Laundering
Education
Pacific Coast Banking School
Certificate - Bank Management/Finance/Leadership
Santa Barbara College of Law
JD
University of California, Santa Barbara
BA, Communication
Stephen Byron Stephen Byron's City National Bank Experience 1997 - 2008
Job VP & BSA/AML/OFAC Risk Assessments and Programs Manager and BSA Operations Manager
Industry Banking
Experience
Rabobank, N.A. 2013 - Present
Rabobank 2009 - Present
American Express 2008 - 2009
City National Bank 1997 - 2008
Skills
CAMS Certified, AML, Bank Secrecy Act, Fraud, Banking, Risk Assessment, Credit Cards, Regulations, Commercial Banking, Retail Banking, Policy, Credit, Private Banking, Financial Risk, Leadership, Risk Management, Operational Risk..., Operational Risk, KYC
Education
University of California, Los Angeles
Rabobank, N.A. 2013 - Present
Rabobank 2009 - Present
American Express 2008 - 2009
City National Bank 1997 - 2008
Skills
CAMS Certified, AML, Bank Secrecy Act, Fraud, Banking, Risk Assessment, Credit Cards, Regulations, Commercial Banking, Retail Banking, Policy, Credit, Private Banking, Financial Risk, Leadership, Risk Management, Operational Risk..., Operational Risk, KYC
Education
University of California, Los Angeles
Yeu-Shiuan Chen Yeu-Shiuan Chen's City National Bank Experience May 2014 - Present
Job Sr. Credit Analyst
Industry Banking
Experience
City National Bank May 2014 - Present
California Bank & Trust August 2013 - May 2014
East West Bank April 2012 - July 2013
Wells Fargo Bank October 2006 - April 2012
Skills
Portfolio Management, Underwriting, Athena Blast, AFS, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Loans, Credit, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Financial Analysis
Education
University of California, Riverside
Bachelor, Science on Business Administration; Accounting
City National Bank May 2014 - Present
California Bank & Trust August 2013 - May 2014
East West Bank April 2012 - July 2013
Wells Fargo Bank October 2006 - April 2012
Skills
Portfolio Management, Underwriting, Athena Blast, AFS, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Loans, Credit, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Financial Analysis
Education
University of California, Riverside
Bachelor, Science on Business Administration; Accounting
Jill Terrell Jill Terrell's City National Bank Experience July 1986 - January 1994
Job COO
Industry Financial Services
Experience
Backbone Capital Advisors, LLC April 2011 - Present
Sherman Oaks Center for Enriched Studies September 2004 - Present
Carpenter Ave. Elementary School September 2004 - June 2006
Parents For Carpenter September 2003 - June 2004
Carpenter Ave. School September 1999 - June 2002
HSBC Private Bank October 1994 - June 2001
Best Friends Animal Sanctuary May 1993 - March 1994
City National Bank July 1986 - January 1994
Skills
Business Development, Finance, Project Management, Fundraising, Banking, Bookkeeping, Advertising, Marketing, Marketing Strategy, Sales
Education
UC Santa Barbara 1990 — 1992
University of California, Los Angeles 1982 — 1985
Bachelor of Arts (B.A.), Psychology/Business Administration
Backbone Capital Advisors, LLC April 2011 - Present
Sherman Oaks Center for Enriched Studies September 2004 - Present
Carpenter Ave. Elementary School September 2004 - June 2006
Parents For Carpenter September 2003 - June 2004
Carpenter Ave. School September 1999 - June 2002
HSBC Private Bank October 1994 - June 2001
Best Friends Animal Sanctuary May 1993 - March 1994
City National Bank July 1986 - January 1994
Skills
Business Development, Finance, Project Management, Fundraising, Banking, Bookkeeping, Advertising, Marketing, Marketing Strategy, Sales
Education
UC Santa Barbara 1990 — 1992
University of California, Los Angeles 1982 — 1985
Bachelor of Arts (B.A.), Psychology/Business Administration
RAJINIKANTH THANGARAJ RAJINIKANTH THANGARAJ's City National Bank Experience October 2014 - August 2015
Job Senior Software Engineer at Connecture Inc.
Industry Computer Software
Experience
DRX - A Subsidiary of Connecture August 2015 - Present
City National Bank October 2014 - August 2015
Prospect Mortgage, LLC August 2012 - September 2014
Ford Motor Company November 2009 - June 2012
CSC May 2007 - November 2009
eFunds 2006 - 2007
IQL software Pvt. Ltd 2002 - 2006
Skills
XML, Microsoft SQL Server, JavaScript, ASP.NET, AJAX, CSS, Web Applications, SQL
Education
Kumaraguru College of Technology 1999 — 2001
M.Sc, Computer Science
University of Madras 1995 — 1998
B.Sc, Computer Science
DRX - A Subsidiary of Connecture August 2015 - Present
City National Bank October 2014 - August 2015
Prospect Mortgage, LLC August 2012 - September 2014
Ford Motor Company November 2009 - June 2012
CSC May 2007 - November 2009
eFunds 2006 - 2007
IQL software Pvt. Ltd 2002 - 2006
Skills
XML, Microsoft SQL Server, JavaScript, ASP.NET, AJAX, CSS, Web Applications, SQL
Education
Kumaraguru College of Technology 1999 — 2001
M.Sc, Computer Science
University of Madras 1995 — 1998
B.Sc, Computer Science
Paul Nussbaum Paul Nussbaum's City National Bank Experience 2003 - 2005
Job Partner at Fairbanks Investment Funds
Industry Banking
Experience
Fairbanks Investment Funds March 2012 - Present
Banking/Strategy Consultant August 2011 - February 2012
OneWest Bank 2010 - 2011
Receivership Contractor for the FDIC 2009 - 2010
Pacific Capital Bancorp 2006 - 2007
City National Bank 2003 - 2005
Wells Fargo 1993 - 2003
Orange County, California 1995 - 1995
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Small Business Lending, Portfolio Management, Asset Management, Mortgage Banking, Mortgage Lending, Loan Origination, Finance, Mergers & Acquisitions, Investments, Banking, Relationship Management, Wealth Management, Private Banking, Underwriting, Funding, Strategy, Financial Risk, Treasury Management, Cash Management, Financial Structuring, Credit Analysis, Credit Risk, Capital Markets, Financial Services, Due Diligence, Structured Finance, Retail Banking, Executive Management, Valuation, Asset Based Lending, Commercial Mortgages, Risk Management, Corporate Finance
Education
University of California, Los Angeles
Fairbanks Investment Funds March 2012 - Present
Banking/Strategy Consultant August 2011 - February 2012
OneWest Bank 2010 - 2011
Receivership Contractor for the FDIC 2009 - 2010
Pacific Capital Bancorp 2006 - 2007
City National Bank 2003 - 2005
Wells Fargo 1993 - 2003
Orange County, California 1995 - 1995
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Small Business Lending, Portfolio Management, Asset Management, Mortgage Banking, Mortgage Lending, Loan Origination, Finance, Mergers & Acquisitions, Investments, Banking, Relationship Management, Wealth Management, Private Banking, Underwriting, Funding, Strategy, Financial Risk, Treasury Management, Cash Management, Financial Structuring, Credit Analysis, Credit Risk, Capital Markets, Financial Services, Due Diligence, Structured Finance, Retail Banking, Executive Management, Valuation, Asset Based Lending, Commercial Mortgages, Risk Management, Corporate Finance
Education
University of California, Los Angeles
Pete Boada Pete Boada's City National Bank Experience February 1981 - June 1988
Job at
Industry Banking
Experience
Citizens Business Bank June 2010 - Present
Citizens Business Bank April 1989 - Present
City National Bank February 1981 - June 1988
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Asset Based Lending, Loans, Treasury Management, Credit Risk, Credit Analysis, Credit, Cash Management, Commercial Mortgages, Lines Of Credit, Portfolio Management, Consumer Lending, Banking, Financial Analysis, Financial Risk, Financial Structuring, Loan Origination, Mortgage Banking, Mortgage Lending, Relationship Management
Education
UCLA 1971 — 1975
BA, Economics
University of California, Los Angeles 1971 — 1975
BA, Economics
University of California, Los Angeles 1971 — 1975
BA-Economics
Citizens Business Bank June 2010 - Present
Citizens Business Bank April 1989 - Present
City National Bank February 1981 - June 1988
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Asset Based Lending, Loans, Treasury Management, Credit Risk, Credit Analysis, Credit, Cash Management, Commercial Mortgages, Lines Of Credit, Portfolio Management, Consumer Lending, Banking, Financial Analysis, Financial Risk, Financial Structuring, Loan Origination, Mortgage Banking, Mortgage Lending, Relationship Management
Education
UCLA 1971 — 1975
BA, Economics
University of California, Los Angeles 1971 — 1975
BA, Economics
University of California, Los Angeles 1971 — 1975
BA-Economics
David Pijot David Pijot's City National Bank Experience May 2014 - Present
Job Senior Vice President Relationship Manager at City National Bank
Industry Banking
Experience
City National Bank May 2014 - Present
SunTrust Bank November 1978 - April 2014
SunTrust Bank November 1978 - April 2014
Skills
Credit, Banking, Strategic Financial..., Social Media Marketing, Relationship Marketing, Financial Services, Marketing, New Business Development, Investments, Loans, Commercial Banking, Marketing Strategy, Commercial Lending, Sports Marketing, Management, Strategic Planning, Portfolio Management, Financial Analysis, Sponsorship, Strategy, Wealth Management, Account Management, Sales, Business Development, Sales Management, Finance, Marketing Communications, Asset Managment, Social Media, Event Management, Public Relations
Education
University of Florida 1974 — 1978
BSBA, Finance
City National Bank May 2014 - Present
SunTrust Bank November 1978 - April 2014
SunTrust Bank November 1978 - April 2014
Skills
Credit, Banking, Strategic Financial..., Social Media Marketing, Relationship Marketing, Financial Services, Marketing, New Business Development, Investments, Loans, Commercial Banking, Marketing Strategy, Commercial Lending, Sports Marketing, Management, Strategic Planning, Portfolio Management, Financial Analysis, Sponsorship, Strategy, Wealth Management, Account Management, Sales, Business Development, Sales Management, Finance, Marketing Communications, Asset Managment, Social Media, Event Management, Public Relations
Education
University of Florida 1974 — 1978
BSBA, Finance
Harell Dhari's City National Bank Experience February 2015 - Present
Job Credit Analyst I at City National Bank
Industry Financial Services
Experience
City National Bank February 2015 - Present
City National Bank June 2014 - August 2014
Rally Software July 2013 - May 2014
Infield Services Group February 2013 - June 2013
Zohar Marble, Inc. January 2010 - January 2013
Los Angeles City Aquatics January 2009 - January 2012
Skills
Sales, Account Management, Marketing, Salesforce.com, Cold Calling, Direct Marketing, Leadership, Sales Presentations, Social Media, Social Networking, Facebook, Marketing Strategy, Online Marketing, Social Media Marketing, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor's Degree, Finance and Marketing
Macquarie University 2012 — 2013
Bachelor's Degree, Semester Abroad - Finance and Marketing
City National Bank February 2015 - Present
City National Bank June 2014 - August 2014
Rally Software July 2013 - May 2014
Infield Services Group February 2013 - June 2013
Zohar Marble, Inc. January 2010 - January 2013
Los Angeles City Aquatics January 2009 - January 2012
Skills
Sales, Account Management, Marketing, Salesforce.com, Cold Calling, Direct Marketing, Leadership, Sales Presentations, Social Media, Social Networking, Facebook, Marketing Strategy, Online Marketing, Social Media Marketing, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor's Degree, Finance and Marketing
Macquarie University 2012 — 2013
Bachelor's Degree, Semester Abroad - Finance and Marketing
Anthony Turner's City National Bank Experience 2000 - 2001
Job SVP/ Senior Relationship Manager at OneWest Bank
Industry Banking
Experience
OneWest Bank November 2012 - Present
Citi March 2012 - November 2012
Community Bank October 2007 - March 2012
Wells Fargo Bank January 1997 - April 2005
City National Bank 2000 - 2001
Skills
Asset Based Lending, Commercial Lending, Commercial Banking, Finance, Cash Management, Working Capital..., Middle Market, Credit Analysis, Loans, Credit, Real Estate, Portfolio Management, Banking, Small Business Lending, Credit Risk, Mortgage Lending, Loan Origination, Treasury Management, Underwriting, Commercial Mortgages, Financial Analysis, Lines Of Credit, Retail Banking
Education
University of Southern California 1994 — 1996
MBA, Finance
University of California, San Diego 1986 — 1991
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Westchester High 1984 — 1986
Diploma, General Studies
OneWest Bank November 2012 - Present
Citi March 2012 - November 2012
Community Bank October 2007 - March 2012
Wells Fargo Bank January 1997 - April 2005
City National Bank 2000 - 2001
Skills
Asset Based Lending, Commercial Lending, Commercial Banking, Finance, Cash Management, Working Capital..., Middle Market, Credit Analysis, Loans, Credit, Real Estate, Portfolio Management, Banking, Small Business Lending, Credit Risk, Mortgage Lending, Loan Origination, Treasury Management, Underwriting, Commercial Mortgages, Financial Analysis, Lines Of Credit, Retail Banking
Education
University of Southern California 1994 — 1996
MBA, Finance
University of California, San Diego 1986 — 1991
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Westchester High 1984 — 1986
Diploma, General Studies
John Sandoval John Sandoval's City National Bank Experience 2005 - 2010
Job Chief Financial Officer & Chief Operating Officer / First Financial Corporate Services, Inc.
Industry Financial Services
Experience
First Financial Corporate Services June 2015 - Present
CHG-MERIDIAN April 2010 - June 2015
City National Bank 2005 - 2010
Wells Fargo Equipment Finance, Inc. 2004 - 2005
Bank of the West 2000 - 2004
Key Equipment Finance 1999 - 2000
Capital Associates 1993 - 1999
Colorado National Bank / First Bank Systems 1989 - 1993
Skills
Finance, Portfolio Management, Credit, Asset Based Lending, Financial Analysis, Business Strategy, Business Development, Banking, Credit Risk, Corporate Finance, Credit Analysis, Financial Modeling, Management, Strategy, Mergers & Acquisitions, Loans, Strategic Planning, Due Diligence, Risk Management, Financial Services, Leadership
Education
University of Colorado Boulder
BS, Finance / Economics
University of Southern California
M.B.A., Business Administration / Entrepreneurship
First Financial Corporate Services June 2015 - Present
CHG-MERIDIAN April 2010 - June 2015
City National Bank 2005 - 2010
Wells Fargo Equipment Finance, Inc. 2004 - 2005
Bank of the West 2000 - 2004
Key Equipment Finance 1999 - 2000
Capital Associates 1993 - 1999
Colorado National Bank / First Bank Systems 1989 - 1993
Skills
Finance, Portfolio Management, Credit, Asset Based Lending, Financial Analysis, Business Strategy, Business Development, Banking, Credit Risk, Corporate Finance, Credit Analysis, Financial Modeling, Management, Strategy, Mergers & Acquisitions, Loans, Strategic Planning, Due Diligence, Risk Management, Financial Services, Leadership
Education
University of Colorado Boulder
BS, Finance / Economics
University of Southern California
M.B.A., Business Administration / Entrepreneurship
Paul DeLauro Paul DeLauro's City National Bank Experience September 2011 - Present
Job SVP, Mgr., Wealth Planning
Industry Banking
Experience
City National Bank September 2011 - Present
Skills
Wealth Management, Financial Services, Wealth Management..., Securities, Asset Management, Private Banking, Strategic Financial..., Estate Planning, Trust Services, Trusts, Portfolio Management, High Net Worth..., Asset Allocation, Strategy, Investment Management, Investment Advisory, Investment Strategies, Financial Planning, Investments, Banking, Wealth, Retirement Planning, Risk Management
Education
University of Denver Graduate Tax Program 1994 — 1994
Taxation
University of Denver College of Law 1990 — 1993
J.D., Law & Taxation
University of Colorado Boulder 1984 — 1988
B.A., Political Science & Economics
University of London, Birbeck College 1987 — 1987
International Affairs
City National Bank September 2011 - Present
Skills
Wealth Management, Financial Services, Wealth Management..., Securities, Asset Management, Private Banking, Strategic Financial..., Estate Planning, Trust Services, Trusts, Portfolio Management, High Net Worth..., Asset Allocation, Strategy, Investment Management, Investment Advisory, Investment Strategies, Financial Planning, Investments, Banking, Wealth, Retirement Planning, Risk Management
Education
University of Denver Graduate Tax Program 1994 — 1994
Taxation
University of Denver College of Law 1990 — 1993
J.D., Law & Taxation
University of Colorado Boulder 1984 — 1988
B.A., Political Science & Economics
University of London, Birbeck College 1987 — 1987
International Affairs
Kristopher Ross Kristopher Ross's City National Bank Experience September 2007 - March 2011
Job Assistant Office Manager and Marketing Associate at Hillview Prep Tutoring
Industry Education Management
Experience
YMCA of Silicon Valley April 2013 - Present
Hillview Prep Tutoring June 2012 - Present
Wells Fargo September 2012 - December 2012
City National Bank September 2007 - March 2011
Skills
Communication Skills, English language skills, Spanish, Teaching Writing, Teaching Reading, Tutoring, Customer Service, Banking, Sales, Foreign Currency, Current Affairs, Fundraising, Office Administration, Employee Training, Client Billing, Manage Client..., Client Relations Skills, Marketing, Client Relations
Education
University of California, Riverside 2003 — 2009
Bachelor of Arts (B.A.), Economics
YMCA of Silicon Valley April 2013 - Present
Hillview Prep Tutoring June 2012 - Present
Wells Fargo September 2012 - December 2012
City National Bank September 2007 - March 2011
Skills
Communication Skills, English language skills, Spanish, Teaching Writing, Teaching Reading, Tutoring, Customer Service, Banking, Sales, Foreign Currency, Current Affairs, Fundraising, Office Administration, Employee Training, Client Billing, Manage Client..., Client Relations Skills, Marketing, Client Relations
Education
University of California, Riverside 2003 — 2009
Bachelor of Arts (B.A.), Economics
Arthur Carette Arthur Carette's City National Bank Experience March 2000 - Present
Job Vice President at City National Bank
Industry Banking
Experience
City National Bank March 2000 - Present
Community Bank June 1995 - June 1999
Fremont Financial June 1994 - June 1995
City National Bank February 1986 - June 1994
Skills
Commercial Lending, Asset Based Lending, Underwriting, Credit, Commercial Banking, Lines Of Credit, Small Business Lending, Financial Modeling, Banking, Treasury Management, Cash Management, Credit Risk, Credit Analysis, Loans, Corporate Finance, Commercial Mortgages, Portfolio Management, Mortgage Lending, Finance, Structured Finance, Risk Management, Loan Origination, Mergers & Acquisitions, Financial Analysis, Due Diligence, Private Banking, Strategic Planning, Investments
Education
University of Denver
Bachelor of Business Administration (BBA), Finance
City National Bank March 2000 - Present
Community Bank June 1995 - June 1999
Fremont Financial June 1994 - June 1995
City National Bank February 1986 - June 1994
Skills
Commercial Lending, Asset Based Lending, Underwriting, Credit, Commercial Banking, Lines Of Credit, Small Business Lending, Financial Modeling, Banking, Treasury Management, Cash Management, Credit Risk, Credit Analysis, Loans, Corporate Finance, Commercial Mortgages, Portfolio Management, Mortgage Lending, Finance, Structured Finance, Risk Management, Loan Origination, Mergers & Acquisitions, Financial Analysis, Due Diligence, Private Banking, Strategic Planning, Investments
Education
University of Denver
Bachelor of Business Administration (BBA), Finance
Avo Amirian's City National Bank Experience 1988 - 1990
Job CEO Pinnacle Communication Services
Industry Information Technology and Services
Experience
Pinnacle Communication Services/Pinnacle Networking & Technology Group 1991 - Present
Coast Federal Bank 1990 - 1991
City National Bank 1988 - 1990
Motorola January 1984 - June 1988
Skills
Windows Server, VPN, MPLS, Data Center, Security, Telecommunications, CCTV, IP, Wireless, WAN, Optical Fiber, Network Design, Network Architecture, Disaster Recovery, Project Management, Wireless Networking, Vendor Management, Cisco Technologies, Integration, VoIP, Software Installation, Managed Services, IT Service Management, Cabling, Cloud Computing, Networking, Unified Communications, Network Security, Infrastructure, Fiber Optics
Education
University of Illinois at Chicago 1981 — 1983
Pinnacle Communication Services/Pinnacle Networking & Technology Group 1991 - Present
Coast Federal Bank 1990 - 1991
City National Bank 1988 - 1990
Motorola January 1984 - June 1988
Skills
Windows Server, VPN, MPLS, Data Center, Security, Telecommunications, CCTV, IP, Wireless, WAN, Optical Fiber, Network Design, Network Architecture, Disaster Recovery, Project Management, Wireless Networking, Vendor Management, Cisco Technologies, Integration, VoIP, Software Installation, Managed Services, IT Service Management, Cabling, Cloud Computing, Networking, Unified Communications, Network Security, Infrastructure, Fiber Optics
Education
University of Illinois at Chicago 1981 — 1983
Marc Backer's City National Bank Experience 1977 - 1979
Job Management Consultant specializing in project management and process improvement
Industry Information Technology and Services
Experience
Aaria Management Consulting August 2006 - Present
ADP July 2001 - August 2006
PriceWaterhouseCoopers September 1997 - April 2001
PwC Consulting 1997 - 1998
AG Consulting / Automatic Data Processing (ADP) 1995 - 1998
City National Bank 1977 - 1979
Skills
Business Process..., CRM, ERP, Management, Leadership, Human Resources, Management Consulting, Project Management, Consulting, Professional Services, PeopleSoft, Payroll, Telecommunications, ADP Payroll, Accounts Payable, Managerial Finance, Accounts Receivable, SaaS, Vendor Management, Enterprise Software
Education
University of Florida 1970 — 1975
BSBA
University of Florida
BSBA, Finance and Financial Management Services
Aaria Management Consulting August 2006 - Present
ADP July 2001 - August 2006
PriceWaterhouseCoopers September 1997 - April 2001
PwC Consulting 1997 - 1998
AG Consulting / Automatic Data Processing (ADP) 1995 - 1998
City National Bank 1977 - 1979
Skills
Business Process..., CRM, ERP, Management, Leadership, Human Resources, Management Consulting, Project Management, Consulting, Professional Services, PeopleSoft, Payroll, Telecommunications, ADP Payroll, Accounts Payable, Managerial Finance, Accounts Receivable, SaaS, Vendor Management, Enterprise Software
Education
University of Florida 1970 — 1975
BSBA
University of Florida
BSBA, Finance and Financial Management Services
Brian Ledermann's City National Bank Experience May 2013 - August 2014
Job FVP Strategic Initiatives and Analytics at OneWest Bank
Industry Banking
Experience
OneWest Bank, a division of CIT August 2014 - Present
City National Bank May 2013 - August 2014
City National Bank May 2012 - May 2013
City National Bank March 2005 - May 2012
Sun Pacific Marketing Cooperative 2002 - December 2004
Triumph Capital Partners, LLC 2001 - 2002
Imperial Bank 1999 - 2001
Ernst & Young LLP 1997 - 1999
Skills
Mergers & Acquisitions, Corporate Finance, Finance, Banking, Investments, Mergers, Financial Modeling, Strategy, Financial Services, Executive Management, Forecasting, Financial Analysis, Business Planning, Loans, Investment Banking, Corporate Development, Analysis, Equities, Treasury Management, Credit Analysis, Real Estate Investor, Business Strategy, Valuation
Education
University of California, San Diego
Bachelor of Arts, Quantitative Economics & Decision Sciences
University of Southern California
MBA, Finance
OneWest Bank, a division of CIT August 2014 - Present
City National Bank May 2013 - August 2014
City National Bank May 2012 - May 2013
City National Bank March 2005 - May 2012
Sun Pacific Marketing Cooperative 2002 - December 2004
Triumph Capital Partners, LLC 2001 - 2002
Imperial Bank 1999 - 2001
Ernst & Young LLP 1997 - 1999
Skills
Mergers & Acquisitions, Corporate Finance, Finance, Banking, Investments, Mergers, Financial Modeling, Strategy, Financial Services, Executive Management, Forecasting, Financial Analysis, Business Planning, Loans, Investment Banking, Corporate Development, Analysis, Equities, Treasury Management, Credit Analysis, Real Estate Investor, Business Strategy, Valuation
Education
University of California, San Diego
Bachelor of Arts, Quantitative Economics & Decision Sciences
University of Southern California
MBA, Finance
Duleep Amarasuriya's City National Bank Experience December 2008 - August 2012
Job Sr. Compensation Manager at The Capital Group
Industry Banking
Experience
City National Bank December 2008 - August 2012
Washington Mutual January 2005 - December 2008
Washington Mutual January 2004 - December 2004
Washington Mutual September 2001 - December 2003
Warner Bros. Entertainment Group of Companies September 2000 - August 2001
Long Beach Financial Corporation September 1997 - September 2000
ProBusiness 1995 - 1997
Education
University of California, Los Angeles
BA
City National Bank December 2008 - August 2012
Washington Mutual January 2005 - December 2008
Washington Mutual January 2004 - December 2004
Washington Mutual September 2001 - December 2003
Warner Bros. Entertainment Group of Companies September 2000 - August 2001
Long Beach Financial Corporation September 1997 - September 2000
ProBusiness 1995 - 1997
Education
University of California, Los Angeles
BA
Kerry Tani's City National Bank Experience 1997 - 1998
Job Business Analyst and Technical Communication Consultant
Industry Financial Services
Experience
various organizations, including First Republic Bank and Grandpoint Bank 2002 - Present
ACC Capital Holdings 2005 - 2007
Seiko Instruments USA 1998 - 2002
City National Bank 1997 - 1998
ALLTEL Information Services (formerly Systematics) 1991 - 1997
Skills
RoboHelp, Microsoft Office, HTML + CSS, Windows, Information Design, Technical Communication, Forms Design, Policy and Procedure...
Education
University of California, Los Angeles 1977 — 1981
Bachelor of Arts
various organizations, including First Republic Bank and Grandpoint Bank 2002 - Present
ACC Capital Holdings 2005 - 2007
Seiko Instruments USA 1998 - 2002
City National Bank 1997 - 1998
ALLTEL Information Services (formerly Systematics) 1991 - 1997
Skills
RoboHelp, Microsoft Office, HTML + CSS, Windows, Information Design, Technical Communication, Forms Design, Policy and Procedure...
Education
University of California, Los Angeles 1977 — 1981
Bachelor of Arts
Loren Koss's City National Bank Experience 2002 - 2005
Job Lead Software Engineer at Advantage Sales And Marketing
Industry Computer Software
Experience
Advantage Sales & Marketing August 2014 - Present
Prosum Technology Services January 2014 - July 2014
Manatt, Phelps & Phillips, LLP August 2008 - January 2014
Thomson Elite 2005 - August 2008
City National Bank 2002 - 2005
Citysearch 1997 - 2001
UC Santa Barbara 1992 - 1995
Skills
SQL, C#, JavaScript, .NET, Visual Basic, Microsoft SQL Server, AJAX, Software Development, PHP, Operating Systems, Software Engineering, Databases, Management, SharePoint, jQuery, Troubleshooting, Agile Methodologies, XML, Delphi, MySQL, HTML, Web Development, ASP.NET, Linux, Web Applications, CSS, Web Services, Visual Studio, Software Project..., Scrum, REST, OOP, T-SQL, Microsoft Dynamics, AngularJS
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
Advantage Sales & Marketing August 2014 - Present
Prosum Technology Services January 2014 - July 2014
Manatt, Phelps & Phillips, LLP August 2008 - January 2014
Thomson Elite 2005 - August 2008
City National Bank 2002 - 2005
Citysearch 1997 - 2001
UC Santa Barbara 1992 - 1995
Skills
SQL, C#, JavaScript, .NET, Visual Basic, Microsoft SQL Server, AJAX, Software Development, PHP, Operating Systems, Software Engineering, Databases, Management, SharePoint, jQuery, Troubleshooting, Agile Methodologies, XML, Delphi, MySQL, HTML, Web Development, ASP.NET, Linux, Web Applications, CSS, Web Services, Visual Studio, Software Project..., Scrum, REST, OOP, T-SQL, Microsoft Dynamics, AngularJS
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
Shaun Skeris, CFA's City National Bank Experience June 2015 - Present
Job SVP, City National Bank
Industry Financial Services
Experience
UCI Center for Investment & Wealth Management September 2015 - Present
City National Bank June 2015 - Present
Arthritis National Research Foundation July 2009 - Present
Consulting Services October 2012 - March 2015
CASA July 2012 - May 2013
Investment Management April 2010 - October 2012
Morgan Stanley May 2009 - March 2010
Credit Suisse May 2001 - February 2009
PIMCO August 2000 - May 2001
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
M.A., International Business
UCI Center for Investment & Wealth Management September 2015 - Present
City National Bank June 2015 - Present
Arthritis National Research Foundation July 2009 - Present
Consulting Services October 2012 - March 2015
CASA July 2012 - May 2013
Investment Management April 2010 - October 2012
Morgan Stanley May 2009 - March 2010
Credit Suisse May 2001 - February 2009
PIMCO August 2000 - May 2001
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
M.A., International Business
Chris Oyama's City National Bank Experience 2001 - Present
Job Banking Officer
Industry Banking
Experience
CNB November 2001 - Present
City National Bank 2001 - Present
Education
University of California, Santa Barbara 1992 — 1996
CNB November 2001 - Present
City National Bank 2001 - Present
Education
University of California, Santa Barbara 1992 — 1996
Hilda (Taing) Sadao's City National Bank Experience December 2008 - Present
Job Financial Reporting Manager at City National Bank
Industry Accounting
Experience
City National Bank December 2008 - Present
AIG SunAmerica December 2007 - December 2008
Deloitte & Touche October 2002 - November 2007
Skills
Financial Reporting, SEC filings, Auditing, US GAAP, Accounting, GAAP, CPA, Financial Accounting, Big 4, Financial Audits
Education
University of California, Riverside 1998 — 2002
Bachelor's Degree, Business Administration
City National Bank December 2008 - Present
AIG SunAmerica December 2007 - December 2008
Deloitte & Touche October 2002 - November 2007
Skills
Financial Reporting, SEC filings, Auditing, US GAAP, Accounting, GAAP, CPA, Financial Accounting, Big 4, Financial Audits
Education
University of California, Riverside 1998 — 2002
Bachelor's Degree, Business Administration
Barbara Roesner's City National Bank Experience December 2007 - July 2008
Job Credit Advior at California Bank & Trust
Industry Banking
Experience
California Bank & Trust August 2015 - Present
Bank of the West October 2014 - July 2015
Mechanics Bank September 2010 - October 2014
Mechanics Bank September 2010 - December 2012
The Mechanics Bank July 2008 - October 2010
City National Bank December 2007 - July 2008
Skills
Cash Management, Commercial Banking, Loans, Credit, Banking, Finance, Mergers, Working Capital..., Asset Based Lending, Mergers & Acquisitions, Credit Analysis, Small Business Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Commercial Lending, Financial Analysis, Credit Risk
Education
The University of Connecticut 1985 — 1989
BS, Finance
California Bank & Trust August 2015 - Present
Bank of the West October 2014 - July 2015
Mechanics Bank September 2010 - October 2014
Mechanics Bank September 2010 - December 2012
The Mechanics Bank July 2008 - October 2010
City National Bank December 2007 - July 2008
Skills
Cash Management, Commercial Banking, Loans, Credit, Banking, Finance, Mergers, Working Capital..., Asset Based Lending, Mergers & Acquisitions, Credit Analysis, Small Business Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Commercial Lending, Financial Analysis, Credit Risk
Education
The University of Connecticut 1985 — 1989
BS, Finance
Ken Aiso's City National Bank Experience Vice PresidentCity National Bank2005 - Present
Job Vice President at City National Bank
Industry Banking
Experience
City National Bank Vice PresidentCity National Bank2005 - Present
Banc of America Securities 1993 - 2003
Skills
Asset Managment, USA PATRIOT Act, Banking, AML, Bank Secrecy Act
Education
University of California, Los Angeles 1984 — 1989
City National Bank Vice PresidentCity National Bank2005 - Present
Banc of America Securities 1993 - 2003
Skills
Asset Managment, USA PATRIOT Act, Banking, AML, Bank Secrecy Act
Education
University of California, Los Angeles 1984 — 1989
Jerry Leiga's City National Bank Experience July 2008 - Present
Job Vice President, Team Leader at City National Bank
Industry Banking
Experience
City National Bank July 2008 - Present
City National Bank July 2008 - December 2009
Countrywide Bank 2006 - 2008
Wachovia Bank 2004 - 2006
Union Bank of California 2001 - 2004
TROY Group, Inc. 2001 - 2001
ADP 1996 - 2001
Wells Fargo Bank 1986 - 1996
First Interstate Bank 1986 - 1996
Skills
Treasury Management, Banking, User Acceptance Testing, Product Development, Product Management, Banking Relationships, Business Relationship..., Retail Banking, Strategic Planning, CRM, Business Development, Cash Management, Core Banking, Electronic Payments, Portfolio Management, Business Analysis, Underwriting, Sales, Quality Assurance, Management, Vendor Management, Enterprise Software, Treasury Services, Payments, ACH, Credit Risk, Internet Banking, Commercial Banking, Deposits, Commercial Lending, Credit Cards, Loans, Leadership, Credit, Financial Services, Relationship Management, Risk Management, Marketing, Mergers & Acquisitions, Software Documentation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1984
MBA
University of California, Santa Cruz 1979 — 1983
BA
City National Bank July 2008 - Present
City National Bank July 2008 - December 2009
Countrywide Bank 2006 - 2008
Wachovia Bank 2004 - 2006
Union Bank of California 2001 - 2004
TROY Group, Inc. 2001 - 2001
ADP 1996 - 2001
Wells Fargo Bank 1986 - 1996
First Interstate Bank 1986 - 1996
Skills
Treasury Management, Banking, User Acceptance Testing, Product Development, Product Management, Banking Relationships, Business Relationship..., Retail Banking, Strategic Planning, CRM, Business Development, Cash Management, Core Banking, Electronic Payments, Portfolio Management, Business Analysis, Underwriting, Sales, Quality Assurance, Management, Vendor Management, Enterprise Software, Treasury Services, Payments, ACH, Credit Risk, Internet Banking, Commercial Banking, Deposits, Commercial Lending, Credit Cards, Loans, Leadership, Credit, Financial Services, Relationship Management, Risk Management, Marketing, Mergers & Acquisitions, Software Documentation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1984
MBA
University of California, Santa Cruz 1979 — 1983
BA
Ganit Krakower's City National Bank Experience July 2003 - May 2006
Job Business Manager to the Chairman of the Board at Pacific Medical Buildings (PMB LLC)
Industry Real Estate
Experience
Pacific Medical Buildings (PMB LLC) July 2009 - Present
PMB Real Estate Services LLC June 2006 - July 2009
City National Bank July 2003 - May 2006
City of San Diego Park and Rec 2002 - 2003
Skills
Real Estate, Asset Managment, Accounting, Financial Reporting, Investments, Microsoft Excel, Property Management, Commercial Real Estate, Microsoft Office, Microsoft Word, Strategic Planning, Contract Negotiation, Customer Service, Budgets, PowerPoint, Financial Analysis, Fraud, Certified Fraud Examiner, Finance, Asset Management, Leadership, Mergers
Education
Utica College 2005 — 2011
MBA, Economic Crime & Fraud
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's degree, Economics
Pacific Medical Buildings (PMB LLC) July 2009 - Present
PMB Real Estate Services LLC June 2006 - July 2009
City National Bank July 2003 - May 2006
City of San Diego Park and Rec 2002 - 2003
Skills
Real Estate, Asset Managment, Accounting, Financial Reporting, Investments, Microsoft Excel, Property Management, Commercial Real Estate, Microsoft Office, Microsoft Word, Strategic Planning, Contract Negotiation, Customer Service, Budgets, PowerPoint, Financial Analysis, Fraud, Certified Fraud Examiner, Finance, Asset Management, Leadership, Mergers
Education
Utica College 2005 — 2011
MBA, Economic Crime & Fraud
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor's degree, Economics
Ike Durham's City National Bank Experience May 2003 - May 2005
Job Experienced, Accomplished Marketing & Sales Professional
Industry Banking
Experience
Broussards Creole Foods January 2010 - Present
Northwestern States Officials Assoc. (www.nwsoa.org) January 2008 - Present
Wells Fargo Busiess Banking Group August 2006 - September 2011
WELLS FARGO BANK BUSINESS BANKING GROUP October 2006 - August 2011
KeyBank June 2005 - August 2006
City National Bank May 2003 - May 2005
CALIFORNIA BASKETBALL OFFICIALS ASSOC.(CBOA/LA) October 1980 - May 2004
Manufacturers Bank June 2002 - July 2003
WESCOM FINANCIAL SERVICES January 1999 - January 2003
GLENDALE FEDERAL BANK January 1995 - January 1999
Skills
Banking, Credit, CRM, Loans, Strategy, Business Development, Financial Services, Credit Risk, Finance, Investments, Sales Operations, Business Analysis, Training, Sales
Education
Pacific Coast Banking School 2006 — 2009
Certificated, Finance and Financial Management, Credit Services
Jamestown College 1976 — 1980
Business Administration
Jamestown College 1976 — 1980
Business Administration and Management, General
Broussards Creole Foods January 2010 - Present
Northwestern States Officials Assoc. (www.nwsoa.org) January 2008 - Present
Wells Fargo Busiess Banking Group August 2006 - September 2011
WELLS FARGO BANK BUSINESS BANKING GROUP October 2006 - August 2011
KeyBank June 2005 - August 2006
City National Bank May 2003 - May 2005
CALIFORNIA BASKETBALL OFFICIALS ASSOC.(CBOA/LA) October 1980 - May 2004
Manufacturers Bank June 2002 - July 2003
WESCOM FINANCIAL SERVICES January 1999 - January 2003
GLENDALE FEDERAL BANK January 1995 - January 1999
Skills
Banking, Credit, CRM, Loans, Strategy, Business Development, Financial Services, Credit Risk, Finance, Investments, Sales Operations, Business Analysis, Training, Sales
Education
Pacific Coast Banking School 2006 — 2009
Certificated, Finance and Financial Management, Credit Services
Jamestown College 1976 — 1980
Business Administration
Jamestown College 1976 — 1980
Business Administration and Management, General
David Krouth, CFA's City National Bank Experience May 2003 - June 2008
Job Senior Fixed Income Analyst at City National Rochdale
Industry Investment Management
Experience
City National Rochdale June 2008 - Present
City National Bank May 2003 - June 2008
Skills
Credit Analysis, Fixed Income, Asset Management, Credit, Banking, Due Diligence, Asset Managment, Alternative Investment..., Asset Allocation, Portfolio Management, Investments, Trading, Mutual Funds, Credit Risk, Risk Management, Capital Markets, High Yield, Bloomberg, Bonds, Wealth Management, Investment Advisory, Alternative Investments, Financial Analysis, Financial Markets, Investment Strategies, Series 7, Trade Finance, Finance, Financial Services, Wealth Management..., High Net Worth..., Investment Management, Series 66, Fixed Income Analysis, Bloomberg Terminal, Economics, ETFs, Trading Systems
Education
University of Idaho 1998 — 2002
B.S., Finance
City National Rochdale June 2008 - Present
City National Bank May 2003 - June 2008
Skills
Credit Analysis, Fixed Income, Asset Management, Credit, Banking, Due Diligence, Asset Managment, Alternative Investment..., Asset Allocation, Portfolio Management, Investments, Trading, Mutual Funds, Credit Risk, Risk Management, Capital Markets, High Yield, Bloomberg, Bonds, Wealth Management, Investment Advisory, Alternative Investments, Financial Analysis, Financial Markets, Investment Strategies, Series 7, Trade Finance, Finance, Financial Services, Wealth Management..., High Net Worth..., Investment Management, Series 66, Fixed Income Analysis, Bloomberg Terminal, Economics, ETFs, Trading Systems
Education
University of Idaho 1998 — 2002
B.S., Finance
Gregory Bloyd's City National Bank Experience December 2002 - March 2009
Job BDDC, LLC, Distressed Debt Consultant and Workout Management
Industry Banking
Experience
BDDC,LLC March 2013 - Present
TerraCotta Group 2013 - 2014
Special Assets Management Association 2009 - 2014
Bank of the West October 2010 - February 2013
City National Bank December 2002 - March 2009
Skills
Commercial Lending, Asset Based Lending, Loans, Credit, Small Business Lending, Credit Analysis, Commercial Banking, Lines Of Credit, Commercial Mortgages, Banking, Loan Origination, Restructuring, Real Estate Economics, Private Equity, Real Estate Financing, Mortgage Lending
Education
University of Colorado Denver 1979 — 1981
Finance, Finance and Accounting
BDDC,LLC March 2013 - Present
TerraCotta Group 2013 - 2014
Special Assets Management Association 2009 - 2014
Bank of the West October 2010 - February 2013
City National Bank December 2002 - March 2009
Skills
Commercial Lending, Asset Based Lending, Loans, Credit, Small Business Lending, Credit Analysis, Commercial Banking, Lines Of Credit, Commercial Mortgages, Banking, Loan Origination, Restructuring, Real Estate Economics, Private Equity, Real Estate Financing, Mortgage Lending
Education
University of Colorado Denver 1979 — 1981
Finance, Finance and Accounting
Ruth Lerner's City National Bank Experience August 2012 - Present
Job Vice President, Sr. Corporate Risk Officer at City National Bank
Industry Banking
Experience
City National Bank August 2012 - Present
TD Bank September 2008 - July 2012
Comerica Bank 2005 - 2008
SouthTrust Bank 2000 - 2005
Barnett Bank/Bank of America 1995 - 2000
Asset Based Lending Consultants 1990 - 1993
Skills
Commercial Lending, Loans, Credit Analysis, Credit, Middle Market, Lines Of Credit, Underwriting, Asset Based Lending, Auditing, EXIM Bank Financing, Financial Analysis, Consumer Lending, Commercial Banking, Commercial Mortgages, Credit Risk, Banking, Small Business Lending, Treasury Management, Financial Risk
Education
University of Florida - Warrington College Of Business
Bachelor of Science (BS), Finance
City National Bank August 2012 - Present
TD Bank September 2008 - July 2012
Comerica Bank 2005 - 2008
SouthTrust Bank 2000 - 2005
Barnett Bank/Bank of America 1995 - 2000
Asset Based Lending Consultants 1990 - 1993
Skills
Commercial Lending, Loans, Credit Analysis, Credit, Middle Market, Lines Of Credit, Underwriting, Asset Based Lending, Auditing, EXIM Bank Financing, Financial Analysis, Consumer Lending, Commercial Banking, Commercial Mortgages, Credit Risk, Banking, Small Business Lending, Treasury Management, Financial Risk
Education
University of Florida - Warrington College Of Business
Bachelor of Science (BS), Finance
Monica Fleming's City National Bank Experience March 2014 - Present
Job Vice President, Senior Credit Officer at City National Bank
Industry Financial Services
Experience
City National Bank March 2014 - Present
City National Bank 2006 - Present
City National Bank 2000 - 2006
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Financial Analysis, Loans, Small Business Lending, Real Estate Lending, Banking, Lines Of Credit, Consumer Lending, Credit, Asset Based Lending, Loan Origination, Commercial Mortgages, Treasury Management, Mortgage Lending, Credit Risk, Portfolio Management
Education
University of California, San Diego 1995 — 1999
Bachelor of Science (B.S.), Management Science
City National Bank March 2014 - Present
City National Bank 2006 - Present
City National Bank 2000 - 2006
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Financial Analysis, Loans, Small Business Lending, Real Estate Lending, Banking, Lines Of Credit, Consumer Lending, Credit, Asset Based Lending, Loan Origination, Commercial Mortgages, Treasury Management, Mortgage Lending, Credit Risk, Portfolio Management
Education
University of California, San Diego 1995 — 1999
Bachelor of Science (B.S.), Management Science
Earnest Yun's City National Bank Experience March 2015 - Present
Job Vice President, Asset Liability Analyst at City National Bank
Industry Financial Services
Experience
City National Bank March 2015 - Present
City National Bank June 2011 - March 2015
Western Corporate Federal Credit Union August 2007 - January 2011
Indymac Bank June 2005 - July 2007
Indymac Bank May 2003 - May 2005
Saehan Media America, Inc October 2000 - October 2001
Skills
Financial Modeling, Risk Management, Analysis, Accounting, Credit, Loans, Variance Analysis, Management, Account Reconciliation, Financial Analysis, Competitive Analysis, Economics, Financial Statements, Financial Reporting, Portfolio Management, Investments, Valuation, Banking, Business Analysis, Corporate Finance, Finance, Financial Risk, Fixed Income, Interest Rate Risk..., Credit Risk, Credit Analysis, Bloomberg
Education
University of Southern California, Leventhal School of Accounting 2002 — 2003
Master, Accounting
University of California, San Diego 1995 — 2000
Bachelor of Science, Management Science
City National Bank March 2015 - Present
City National Bank June 2011 - March 2015
Western Corporate Federal Credit Union August 2007 - January 2011
Indymac Bank June 2005 - July 2007
Indymac Bank May 2003 - May 2005
Saehan Media America, Inc October 2000 - October 2001
Skills
Financial Modeling, Risk Management, Analysis, Accounting, Credit, Loans, Variance Analysis, Management, Account Reconciliation, Financial Analysis, Competitive Analysis, Economics, Financial Statements, Financial Reporting, Portfolio Management, Investments, Valuation, Banking, Business Analysis, Corporate Finance, Finance, Financial Risk, Fixed Income, Interest Rate Risk..., Credit Risk, Credit Analysis, Bloomberg
Education
University of Southern California, Leventhal School of Accounting 2002 — 2003
Master, Accounting
University of California, San Diego 1995 — 2000
Bachelor of Science, Management Science
Tiffany khu's City National Bank Experience June 2008 - Present
Job Human Resources/Financing Intern for City National Bank
Industry Human Resources
Stephanie Louie's City National Bank Experience September 2010 - May 2012
Job
Industry Banking
Experience
City National Bank September 2010 - May 2012
City National Bank September 2006 - September 2010
Education
University of California, Riverside 2002 — 2005
Bachelors of Science, Business Administration
City National Bank September 2010 - May 2012
City National Bank September 2006 - September 2010
Education
University of California, Riverside 2002 — 2005
Bachelors of Science, Business Administration
Jason Drucker's City National Bank Experience 2007 - 2007
Job Solution Principal at Slalom Consulting
Industry Information Technology and Services
Experience
Slalom Consulting October 2010 - Present
Rolta TUSC, Inc. September 2008 - September 2010
Hewlett-Packard May 2006 - September 2008
The Advisory Board Company 2007 - 2008
City National Bank 2007 - 2007
Skills
Data Warehousing, Master Data Management, Business Intelligence, Data Modeling, ETL, Data Integration, Requirements Gathering, Enterprise Architecture, Oracle, Requirements Analysis, Analytics, IT Strategy, Solution Architecture, Cognos, OBIEE, SDLC
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BS, General Engineering
Slalom Consulting October 2010 - Present
Rolta TUSC, Inc. September 2008 - September 2010
Hewlett-Packard May 2006 - September 2008
The Advisory Board Company 2007 - 2008
City National Bank 2007 - 2007
Skills
Data Warehousing, Master Data Management, Business Intelligence, Data Modeling, ETL, Data Integration, Requirements Gathering, Enterprise Architecture, Oracle, Requirements Analysis, Analytics, IT Strategy, Solution Architecture, Cognos, OBIEE, SDLC
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BS, General Engineering
Allen Biehle's City National Bank Experience October 2012 - April 2013
Job Systems Engineer
Industry Information Technology and Services
Experience
Rakuten February 2014 - Present
City National Bank October 2012 - April 2013
University of Southern California June 2011 - August 2012
Amgen March 2010 - August 2010
Gevirtz Graduate School of Education December 2006 - July 2008
Fox Entertainment Group 2008 - 2008
Skills
Social Media, Microsoft Office, Mac OS X, Facebook, Mac, Research, Social Networking, Windows, Salesforce.com, Project Management, Microsoft Excel, Photoshop, PowerPoint, Data Analysis, Event Planning, Social Media Marketing, Access, HTML, SQL, Wordpress
Education
University of California, Santa Barbara 2004 — 2008
BA, Communication & Political Science
Rakuten February 2014 - Present
City National Bank October 2012 - April 2013
University of Southern California June 2011 - August 2012
Amgen March 2010 - August 2010
Gevirtz Graduate School of Education December 2006 - July 2008
Fox Entertainment Group 2008 - 2008
Skills
Social Media, Microsoft Office, Mac OS X, Facebook, Mac, Research, Social Networking, Windows, Salesforce.com, Project Management, Microsoft Excel, Photoshop, PowerPoint, Data Analysis, Event Planning, Social Media Marketing, Access, HTML, SQL, Wordpress
Education
University of California, Santa Barbara 2004 — 2008
BA, Communication & Political Science
Cory Mayer's City National Bank Experience November 2012 - Present
Job Small Business Banker at City National Bank
Industry Banking
Experience
City National Bank November 2012 - Present
Education
University of Florida 2003 — 2006
Bachelors Degree, Business Management
Cooper City High School 1998 — 2002
City National Bank November 2012 - Present
Education
University of Florida 2003 — 2006
Bachelors Degree, Business Management
Cooper City High School 1998 — 2002
Heather Greiner's City National Bank Experience August 2010 - July 2011
Job Senior Technical Writer at CounterTack
Industry Information Technology and Services
Experience
CounterTack January 2015 - Present
CrownPeak November 2013 - January 2015
Rapid7 March 2011 - November 2013
City National Bank August 2010 - July 2011
Employers Direct Insurance Company January 2010 - August 2010
Traffic Marketplace September 2009 - December 2009
IHOP August 2009 - September 2009
Business Writing Ink August 2009 - September 2009
Ripe Digital Entertainment August 2008 - December 2008
CSUN 2007 - 2008
Skills
HTML, Visio, XML, Software Documentation, Adobe Acrobat, FrameMaker, Dreamweaver, Databases
Education
University of California, Santa Barbara 1993 — 1995
BA, English
CounterTack January 2015 - Present
CrownPeak November 2013 - January 2015
Rapid7 March 2011 - November 2013
City National Bank August 2010 - July 2011
Employers Direct Insurance Company January 2010 - August 2010
Traffic Marketplace September 2009 - December 2009
IHOP August 2009 - September 2009
Business Writing Ink August 2009 - September 2009
Ripe Digital Entertainment August 2008 - December 2008
CSUN 2007 - 2008
Skills
HTML, Visio, XML, Software Documentation, Adobe Acrobat, FrameMaker, Dreamweaver, Databases
Education
University of California, Santa Barbara 1993 — 1995
BA, English
Alexis Cardas's City National Bank Experience March 2007 - January 2010
Job Biological Science TechnicianWildlife at U.S. Forest Service
Industry Environmental Services
Experience
U.S. Forest Service May 2015 - Present
Back to Nature Wildlife Refuge November 2012 - December 2012
KC Wilson & Associates February 2010 - August 2011
City National Bank March 2007 - January 2010
Skills
Ecology, Conservation Issues, Commercial Banking, Community Outreach, Microsoft Office, Research, Environmental Education, Environmental Science, Environmental Awareness, Wildlife, Field Work, Public Speaking, ArcGIS, Natural Resource...
Education
University of Florida 2013 — 2015
Bachelor’s Degree, Biology
U.S. Forest Service May 2015 - Present
Back to Nature Wildlife Refuge November 2012 - December 2012
KC Wilson & Associates February 2010 - August 2011
City National Bank March 2007 - January 2010
Skills
Ecology, Conservation Issues, Commercial Banking, Community Outreach, Microsoft Office, Research, Environmental Education, Environmental Science, Environmental Awareness, Wildlife, Field Work, Public Speaking, ArcGIS, Natural Resource...
Education
University of Florida 2013 — 2015
Bachelor’s Degree, Biology
Steve Gorski, CFA's City National Bank Experience August 2013 - Present
Job SVP Credit Manager Structured Finance Group at City National Bank
Industry Banking
Experience
City National Bank August 2013 - Present
City National Bank June 2010 - July 2013
West Gate Horizons Advisors September 2005 - August 2008
ING Capital Advisors March 1999 - September 2005
Deustche Bank Securities (f/k/a Bankers Trust Company) August 1993 - March 1999
Heller Financial, Inc. July 1987 - July 1991
Skills
Due Diligence, Credit Analysis, Portfolio Management, Investments, Credit, Valuation, Corporate Finance, Private Equity, Financial Modeling, Leveraged Finance, Credit Risk, Structured Finance, Finance
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
Bachelor of Science, Finance
City National Bank August 2013 - Present
City National Bank June 2010 - July 2013
West Gate Horizons Advisors September 2005 - August 2008
ING Capital Advisors March 1999 - September 2005
Deustche Bank Securities (f/k/a Bankers Trust Company) August 1993 - March 1999
Heller Financial, Inc. July 1987 - July 1991
Skills
Due Diligence, Credit Analysis, Portfolio Management, Investments, Credit, Valuation, Corporate Finance, Private Equity, Financial Modeling, Leveraged Finance, Credit Risk, Structured Finance, Finance
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
Bachelor of Science, Finance
Leslie Charlesworth's City National Bank Experience July 2012 - December 2014
Job Senior Vice President at City National Bank
Industry Management Consulting
Experience
City National Bank July 2012 - December 2014
Business Insights, Inc. October 1998 - July 2012
City National Bank 2005 - 2010
City National Bank 1999 - 2010
Home Savings of America June 1996 - August 1998
First Interstate Bank February 1973 - April 1996
First Interstate Bancorp 1973 - 1996
First Interstate Bank of California 1985 - 1991
Skills
Risk Management, Payments, Human Resources, Management, Program Management, Business Process, Mergers & Acquisitions, Project Management, Process Improvement, Credit, Business Analysis, Leadership, Banking, Commercial Banking, Portfolio Management, Vendor Management, Customer Service, Financial Risk, Cash Management, Loans, Commercial Lending, Treasury Management, Management Consulting, Mergers
Education
University of Virginia 1985 — 1987
Graduate School of Retail Banking
University of Colorado Boulder 1982 — 1983
Graduate School of Human Resources
City National Bank July 2012 - December 2014
Business Insights, Inc. October 1998 - July 2012
City National Bank 2005 - 2010
City National Bank 1999 - 2010
Home Savings of America June 1996 - August 1998
First Interstate Bank February 1973 - April 1996
First Interstate Bancorp 1973 - 1996
First Interstate Bank of California 1985 - 1991
Skills
Risk Management, Payments, Human Resources, Management, Program Management, Business Process, Mergers & Acquisitions, Project Management, Process Improvement, Credit, Business Analysis, Leadership, Banking, Commercial Banking, Portfolio Management, Vendor Management, Customer Service, Financial Risk, Cash Management, Loans, Commercial Lending, Treasury Management, Management Consulting, Mergers
Education
University of Virginia 1985 — 1987
Graduate School of Retail Banking
University of Colorado Boulder 1982 — 1983
Graduate School of Human Resources
Pauline Barrera's City National Bank Experience February 2007 - August 2008
Job Vice President, Treasury Management Services at East West Bank
Industry Computer Software
Experience
East West Bank October 2011 - Present
Intuit August 2008 - October 2011
City National Bank February 2007 - August 2008
University of La Verne May 2002 - February 2007
RWC Consulting Group, LLC June 1999 - November 2001
Home Savings of America September 1996 - June 1999
Customized Employment Solutions March 1992 - September 1996
First Interstate Bank May 1979 - March 1992
Education
University of La Verne 2000 — 2004
MBA, Leadership and Management
East West Bank October 2011 - Present
Intuit August 2008 - October 2011
City National Bank February 2007 - August 2008
University of La Verne May 2002 - February 2007
RWC Consulting Group, LLC June 1999 - November 2001
Home Savings of America September 1996 - June 1999
Customized Employment Solutions March 1992 - September 1996
First Interstate Bank May 1979 - March 1992
Education
University of La Verne 2000 — 2004
MBA, Leadership and Management
Edward McKeown's City National Bank Experience November 2007 - June 2010
Job Vice President, JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management July 2010 - Present
City National Bank November 2007 - June 2010
U.S. Bank March 2004 - November 2006
Skills
Financial Planning, 401k, Retirement, Wealth Management, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Management, Global Custody, Pensions, Investment Management, Financial Services, Retirement Planning, Relationship Management, Asset Allocation, Series 63, Alternative Investments
Education
University of La Verne
B.S., Business Administration
JP Morgan Asset Management July 2010 - Present
City National Bank November 2007 - June 2010
U.S. Bank March 2004 - November 2006
Skills
Financial Planning, 401k, Retirement, Wealth Management, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Management, Global Custody, Pensions, Investment Management, Financial Services, Retirement Planning, Relationship Management, Asset Allocation, Series 63, Alternative Investments
Education
University of La Verne
B.S., Business Administration
Tracy P Allen's City National Bank Experience October 2010 - December 2011
Job Operations Manager at Promontory Financial Group, LLC
Industry Banking
Experience
Promontory Financial Group, LLC December 2011 - Present
City National Bank October 2010 - December 2011
CEO Space May 2009 - May 2009
First Federal Bank of California 2008 - 2009
Wells Fargo Home Mortgage 2003 - 2004
Washington Mutual March 1992 - October 2003
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Credit Analysis, Underwriting, Finance, Credit Risk, Loan Origination, Coaching, Executive Management, Banking, Financial Risk, Commercial Lending, Funding, Small Business Lending, Due Diligence, Investments, Risk Management, Leadership, Refinance, Retail Banking, Cash Management, Asset Management, VA loans, Mergers & Acquisitions, FHA financing, Residential Mortgages, Small Business, Commercial Banking, Financial Services, Mortgage Underwriting, Loan Servicing, Mortgage Servicing, Financial Structuring, Real Estate Financing, USDA, Relationship Management, Sales Management, Strategic Financial..., Financial Analysis, Portfolio Management, Customer Service, Business Planning, FHA, Consumer Lending, Loss Mitigation, Real Estate Economics
Education
University of Colorado Boulder
Accounting
Promontory Financial Group, LLC December 2011 - Present
City National Bank October 2010 - December 2011
CEO Space May 2009 - May 2009
First Federal Bank of California 2008 - 2009
Wells Fargo Home Mortgage 2003 - 2004
Washington Mutual March 1992 - October 2003
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Credit Analysis, Underwriting, Finance, Credit Risk, Loan Origination, Coaching, Executive Management, Banking, Financial Risk, Commercial Lending, Funding, Small Business Lending, Due Diligence, Investments, Risk Management, Leadership, Refinance, Retail Banking, Cash Management, Asset Management, VA loans, Mergers & Acquisitions, FHA financing, Residential Mortgages, Small Business, Commercial Banking, Financial Services, Mortgage Underwriting, Loan Servicing, Mortgage Servicing, Financial Structuring, Real Estate Financing, USDA, Relationship Management, Sales Management, Strategic Financial..., Financial Analysis, Portfolio Management, Customer Service, Business Planning, FHA, Consumer Lending, Loss Mitigation, Real Estate Economics
Education
University of Colorado Boulder
Accounting
Kristen Herring's City National Bank Experience March 2015 - Present
Job Personal and Small Business Banker AVP at City National Bank
Industry Banking
Experience
City National Bank March 2015 - Present
Regions Bank July 2009 - March 2015
StormStaff February 2009 - July 2009
Enterprise Rent-A-Car July 2007 - November 2008
Enterprise Rent-A-Car January 2002 - July 2007
Skills
Sales Management, Customer Service, Relationship Management, Management, Banking, Recruiting, Creative Strategy, New Business Development, Training, Team Building, Employee Relations, Cold Calling, Account Management, Coaching, Human Resources, Talent Acquisition, Sales, Marketing, Customer Satisfaction, Employee Training
Education
University of Florida
Advertising, Marketing, Sales, Management
Fort Walton Beach High School
City National Bank March 2015 - Present
Regions Bank July 2009 - March 2015
StormStaff February 2009 - July 2009
Enterprise Rent-A-Car July 2007 - November 2008
Enterprise Rent-A-Car January 2002 - July 2007
Skills
Sales Management, Customer Service, Relationship Management, Management, Banking, Recruiting, Creative Strategy, New Business Development, Training, Team Building, Employee Relations, Cold Calling, Account Management, Coaching, Human Resources, Talent Acquisition, Sales, Marketing, Customer Satisfaction, Employee Training
Education
University of Florida
Advertising, Marketing, Sales, Management
Fort Walton Beach High School
Rumi Raghunandhan's City National Bank Experience May 2006 - May 2008
Job Technical Expert at Rogers Communications
Industry Information Technology and Services
Experience
Rogers Communications July 2010 - Present
City National Bank May 2006 - May 2008
Cognizant Technology Solutions 2000 - 2008
JP Morgan Chase April 2004 - September 2005
Skills
Data Warehousing, Data Modeling, Business Intelligence, Data Integration, Business Objects, Informatica, Data Warehouse..., ETL, Dimensional Modeling, Master Data Management, Datastage, Oracle, Requirements Analysis, SDLC, Solution Architecture
Education
University of Kerala 1997 — 1999
Master in Science, Computer Science
University of Kerala 1984 — 1997
Bachelor in Science, Physics
Rogers Communications July 2010 - Present
City National Bank May 2006 - May 2008
Cognizant Technology Solutions 2000 - 2008
JP Morgan Chase April 2004 - September 2005
Skills
Data Warehousing, Data Modeling, Business Intelligence, Data Integration, Business Objects, Informatica, Data Warehouse..., ETL, Dimensional Modeling, Master Data Management, Datastage, Oracle, Requirements Analysis, SDLC, Solution Architecture
Education
University of Kerala 1997 — 1999
Master in Science, Computer Science
University of Kerala 1984 — 1997
Bachelor in Science, Physics
Danny Salmo's City National Bank Experience April 2004 - April 2010
Job Night Manager The London West Hollywood
Industry Hospitality
Experience
The London West Hollywood February 2011 - Present
Westin Hotels September 1987 - August 2010
City National Bank April 2004 - April 2010
Western Federal Savings and Loan February 1989 - July 1992
Skills
Hotel Management, Rooms Division, Micros, Hospitality Management, Front Office, Hospitality Industry, Pre-opening, Hotels
Education
Oregon State University 1982 — 1984
Pre-Engineering & Computer Sci
University of Hawaii Maui College 1979 — 1982
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
The London West Hollywood February 2011 - Present
Westin Hotels September 1987 - August 2010
City National Bank April 2004 - April 2010
Western Federal Savings and Loan February 1989 - July 1992
Skills
Hotel Management, Rooms Division, Micros, Hospitality Management, Front Office, Hospitality Industry, Pre-opening, Hotels
Education
Oregon State University 1982 — 1984
Pre-Engineering & Computer Sci
University of Hawaii Maui College 1979 — 1982
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Julio Avila's City National Bank Experience September 2011 - Present
Job Credit Officer | Vice President at City National Bank
Industry Banking
Experience
City National Bank September 2011 - Present
Bank of America Merrill Lynch November 2010 - September 2011
Boston Private Bank March 2009 - November 2010
National Bank of California May 2006 - February 2009
GBC International Bank November 2002 - February 2006
Skills
Banking, Underwriting, Loans, Credit Analysis, Private Banking, Small Business Lending, Lines Of Credit, Commercial Lending, Credit, Commercial Banking, Finance, Asset Based Lending, Financial Analysis, Credit Risk
Education
University of California, Los Angeles
Bachelor's Degree, International Economics
City National Bank September 2011 - Present
Bank of America Merrill Lynch November 2010 - September 2011
Boston Private Bank March 2009 - November 2010
National Bank of California May 2006 - February 2009
GBC International Bank November 2002 - February 2006
Skills
Banking, Underwriting, Loans, Credit Analysis, Private Banking, Small Business Lending, Lines Of Credit, Commercial Lending, Credit, Commercial Banking, Finance, Asset Based Lending, Financial Analysis, Credit Risk
Education
University of California, Los Angeles
Bachelor's Degree, International Economics
Beth De Witt's City National Bank Experience June 2007 - July 2013
Job AVP, Relationship Advisor at City National Rochdale
Industry Banking
Experience
City National Rochdale April 2015 - Present
City National Rochdale October 2014 - April 2015
City National Rochdale August 2013 - October 2014
City National Bank June 2007 - July 2013
ABN AMRO Bank N.V. 2007 - 2007
Skills
Credit, Investments, Strategic Financial..., Private Banking, Portfolio Management, Wealth Management, Mutual Funds, Microsoft Office, Loans, Financial Analysis, Asset Management, Financial Services, Asset Allocation, Banking
Education
University of California, San Diego 2004 — 2006
Bachelors, Sociology
City National Rochdale April 2015 - Present
City National Rochdale October 2014 - April 2015
City National Rochdale August 2013 - October 2014
City National Bank June 2007 - July 2013
ABN AMRO Bank N.V. 2007 - 2007
Skills
Credit, Investments, Strategic Financial..., Private Banking, Portfolio Management, Wealth Management, Mutual Funds, Microsoft Office, Loans, Financial Analysis, Asset Management, Financial Services, Asset Allocation, Banking
Education
University of California, San Diego 2004 — 2006
Bachelors, Sociology
Michelle Patrick's City National Bank Experience January 1996 - February 2000
Job Business Development
Industry Logistics and Supply Chain
Experience
UPS Supply Chain Solutions July 2014 - Present
EDMC July 2010 - June 2014
Masimo Corporation September 2007 - July 2008
Draeger Medical August 2006 - September 2007
GE Healthcare August 2004 - August 2006
GE Capital February 2000 - August 2004
City National Bank January 1996 - February 2000
Skills
Consultative Selling, Strategic Planning, Problem Solving, Customer Relations, Capital Equipment, Sales Process, Sales Management, Territory Planning, Conflict Resolution, Negotiation, New Business Development, Sales Presentations, Time Management, Budget Preparation, Team Building, Teaching, Eye For Detail, Hiring/firing, Sales Operations, Budgets, Selling, Customer Service, Recruiting, Cold Calling, Product Launch, Medical Devices, Direct Sales, Leadership, Marketing, Salesforce.com, Sales
Education
University of Charleston 1997 — 1999
MBA, Business Administration
West Virginia University 1991 — 1995
BS, Textiles and Design
UPS Supply Chain Solutions July 2014 - Present
EDMC July 2010 - June 2014
Masimo Corporation September 2007 - July 2008
Draeger Medical August 2006 - September 2007
GE Healthcare August 2004 - August 2006
GE Capital February 2000 - August 2004
City National Bank January 1996 - February 2000
Skills
Consultative Selling, Strategic Planning, Problem Solving, Customer Relations, Capital Equipment, Sales Process, Sales Management, Territory Planning, Conflict Resolution, Negotiation, New Business Development, Sales Presentations, Time Management, Budget Preparation, Team Building, Teaching, Eye For Detail, Hiring/firing, Sales Operations, Budgets, Selling, Customer Service, Recruiting, Cold Calling, Product Launch, Medical Devices, Direct Sales, Leadership, Marketing, Salesforce.com, Sales
Education
University of Charleston 1997 — 1999
MBA, Business Administration
West Virginia University 1991 — 1995
BS, Textiles and Design
Ron Kraut's City National Bank Experience April 2002 - July 2009
Job Vice President & Customer Service Manager at Community Bank
Industry Banking
Experience
Community Bank July 2009 - Present
City National Bank April 2002 - July 2009
Skills
Customer Service, Lines Of Credit, Commercial Banking, Teller Operations, Small Business Lending, Risk Management, Banking, Portfolio Management, Loans, Credit Analysis, Treasury Management, Financial Services, Operations Management, Cash Management, Relationship Management
Education
University of La Verne 1989 — 1992
Bachelor of Science, Business Administration
Community Bank July 2009 - Present
City National Bank April 2002 - July 2009
Skills
Customer Service, Lines Of Credit, Commercial Banking, Teller Operations, Small Business Lending, Risk Management, Banking, Portfolio Management, Loans, Credit Analysis, Treasury Management, Financial Services, Operations Management, Cash Management, Relationship Management
Education
University of La Verne 1989 — 1992
Bachelor of Science, Business Administration
Leo Hamill's City National Bank Experience May 2014 - Present
Job SVP, CFA, Regional Manager at City National Bank
Industry Banking
Experience
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
Robert Lohmar's City National Bank Experience August 2005 - Present
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank August 2005 - Present
Skills
Finance, Tax, Commercial Lending, Cash Flow, Strategic Financial..., Asset Management, Digital Media, Accounting, Microsoft Office, Budgets, Underwriting, Due Diligence, Portfolio Management, QuickBooks, Credit, Financial Modeling, Financial Analysis, Managerial Finance, Real Estate, Strategic Planning, Private Banking, Auditing, Capital Markets, Management, Investment Banking, Venture Capital, Microsoft Excel, Banking, Analysis, Retirement Planning, Commercial Banking, Process Improvement, Lines Of Credit, Loans, Integrated Marketing, Outlook, Corporate Development, High Net Worth..., Credit Analysis, New Business Development, Digital Strategy, Investments, Forecasting, Financial Services, Account Management, Estate Planning, Small Business Lending, Entertainment, Relationship Management, Corporate Finance
Education
University of Colorado Boulder
Bachelor of Science (B.S.)
City National Bank August 2005 - Present
Skills
Finance, Tax, Commercial Lending, Cash Flow, Strategic Financial..., Asset Management, Digital Media, Accounting, Microsoft Office, Budgets, Underwriting, Due Diligence, Portfolio Management, QuickBooks, Credit, Financial Modeling, Financial Analysis, Managerial Finance, Real Estate, Strategic Planning, Private Banking, Auditing, Capital Markets, Management, Investment Banking, Venture Capital, Microsoft Excel, Banking, Analysis, Retirement Planning, Commercial Banking, Process Improvement, Lines Of Credit, Loans, Integrated Marketing, Outlook, Corporate Development, High Net Worth..., Credit Analysis, New Business Development, Digital Strategy, Investments, Forecasting, Financial Services, Account Management, Estate Planning, Small Business Lending, Entertainment, Relationship Management, Corporate Finance
Education
University of Colorado Boulder
Bachelor of Science (B.S.)
Michael Pagano's City National Bank Experience December 2007 - Present
Job
Industry Investment Management
Experience
City National Bank December 2007 - Present
Bank of America August 2006 - September 2007
Bank of America October 2003 - July 2006
Wells Fargo 1994 - 2003
Skills
Portfolio Management, Wealth Management, Banking, Asset Management, Asset Managment, Investments, Private Clients, Risk Management, Due Diligence, Credit Analysis, Credit, Alternative Investments, Loans, Private Banking, Talent Acquisition, Talent Management, Finance, Financial Analysis, Financial Services
Education
University of Denver - Daniels College of Business 1988 — 1990
MBA
University of Denver 1988 — 1989
BSBA
City National Bank December 2007 - Present
Bank of America August 2006 - September 2007
Bank of America October 2003 - July 2006
Wells Fargo 1994 - 2003
Skills
Portfolio Management, Wealth Management, Banking, Asset Management, Asset Managment, Investments, Private Clients, Risk Management, Due Diligence, Credit Analysis, Credit, Alternative Investments, Loans, Private Banking, Talent Acquisition, Talent Management, Finance, Financial Analysis, Financial Services
Education
University of Denver - Daniels College of Business 1988 — 1990
MBA
University of Denver 1988 — 1989
BSBA
Carlton Shier's City National Bank Experience July 2002 - January 2008
Job Banking Professional
Industry Banking
Experience
BBVA Bancomer USA January 2008 - August 2009
City National Bank July 2002 - January 2008
Community Bank July 2001 - July 2002
Wells Fargo Bank July 1996 - July 2001
Education
University of Utah 1972 — 1976
MBA
University of Kentucky 1963 — 1967
BS, Mathematics
BBVA Bancomer USA January 2008 - August 2009
City National Bank July 2002 - January 2008
Community Bank July 2001 - July 2002
Wells Fargo Bank July 1996 - July 2001
Education
University of Utah 1972 — 1976
MBA
University of Kentucky 1963 — 1967
BS, Mathematics
Christopher Martin, CFA's City National Bank Experience November 2010 - February 2014
Job Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale March 2014 - Present
City National Bank November 2010 - February 2014
State Street July 2007 - October 2010
California State Automobile Association (AAA) March 2007 - July 2007
Skills
Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, MarketAxess, Fixed Income Portfolio..., Money Market Funds, BondEdge, Tradeweb
Education
University of California, Santa Barbara 2001 — 2005
BA, Political Science
City National Rochdale March 2014 - Present
City National Bank November 2010 - February 2014
State Street July 2007 - October 2010
California State Automobile Association (AAA) March 2007 - July 2007
Skills
Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, MarketAxess, Fixed Income Portfolio..., Money Market Funds, BondEdge, Tradeweb
Education
University of California, Santa Barbara 2001 — 2005
BA, Political Science
Michele Maslow's City National Bank Experience March 1998 - Present
Job Chief Financial Officer at City National Securities, Inc.
Industry Banking
Experience
City National Bank March 1998 - Present
City National Securities, Inc. March 1998 - Present
City National Bank 1998 - 2010
Great Western Bank/Washington Mutual April 1996 - February 1998
First Interstate Bank March 1986 - April 1996
Skills
Wealth Management, Banking, Financial Analysis, Corporate Finance, Investments, Strategic Financial..., Financial Modeling, Due Diligence, Treasury Management, Mergers & Acquisitions, Portfolio Management, Compliance, Asset Management, Cash Management, Asset Managment, Auditing, Process Improvement
Education
University of California, Los Angeles
BA, Business - Economics
University of Southern California
MBA, Finance - Management
City National Bank March 1998 - Present
City National Securities, Inc. March 1998 - Present
City National Bank 1998 - 2010
Great Western Bank/Washington Mutual April 1996 - February 1998
First Interstate Bank March 1986 - April 1996
Skills
Wealth Management, Banking, Financial Analysis, Corporate Finance, Investments, Strategic Financial..., Financial Modeling, Due Diligence, Treasury Management, Mergers & Acquisitions, Portfolio Management, Compliance, Asset Management, Cash Management, Asset Managment, Auditing, Process Improvement
Education
University of California, Los Angeles
BA, Business - Economics
University of Southern California
MBA, Finance - Management
Lisa James's City National Bank Experience September 2014 - Present
Job VP Business Banking RM & Branch Manager
Industry Banking
Experience
City National Bank September 2014 - Present
Chase October 2012 - August 2014
Chase September 2010 - October 2012
Santa Barbara Bank and Trust March 2010 - August 2010
Santa Barbara Bank and Trust April 2006 - March 2010
Santa Barbara Bank and Trust April 2003 - April 2006
Santa Barbara Bank and Trust April 2001 - April 2003
Santa Barbara Bank and Trust April 1999 - April 2001
Bank of America 1994 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Mortgages, Treasury Management, Banking, Cash Management, Finance, Lines Of Credit, Sales, Small Business Lending, Mergers & Acquisitions, Management, Customer Service, Credit Risk, Loan Origination, SBA, Cross Selling, Deposits, Mortgage Lending, Relationship Management, Portfolio Management
Education
University of California, Santa Barbara 1980 — 1985
BA, Law & Society
University of California, Santa Barbara
City National Bank September 2014 - Present
Chase October 2012 - August 2014
Chase September 2010 - October 2012
Santa Barbara Bank and Trust March 2010 - August 2010
Santa Barbara Bank and Trust April 2006 - March 2010
Santa Barbara Bank and Trust April 2003 - April 2006
Santa Barbara Bank and Trust April 2001 - April 2003
Santa Barbara Bank and Trust April 1999 - April 2001
Bank of America 1994 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Mortgages, Treasury Management, Banking, Cash Management, Finance, Lines Of Credit, Sales, Small Business Lending, Mergers & Acquisitions, Management, Customer Service, Credit Risk, Loan Origination, SBA, Cross Selling, Deposits, Mortgage Lending, Relationship Management, Portfolio Management
Education
University of California, Santa Barbara 1980 — 1985
BA, Law & Society
University of California, Santa Barbara
Sabrina Hunter's City National Bank Experience March 2003 - February 2011
Job Senior Loan Analyst @ CircleBack Lending
Industry Banking
Experience
CircleBack Lending January 2015 - Present
Home Law Group July 2012 - December 2014
City National Bank March 2003 - February 2011
Skills
Mortgage Lending, Loans, Customer Service, Banking, Microsoft Office, Credit, Retail Banking, Risk Management, Consumer Lending, Commercial Banking, Litigation, Foreclosures, Mediation, Loan Modifications, Portfolio Management, Foreclosure Defense, Legal Assistance, Short Sales, Residential Homes
Education
University of Florida 2007 — 2009
Banking, Corporate, Finance, and Securities Law
University of Florida 2007 — 2009
Banking, Corporate, Finance, and Securities Law
CircleBack Lending January 2015 - Present
Home Law Group July 2012 - December 2014
City National Bank March 2003 - February 2011
Skills
Mortgage Lending, Loans, Customer Service, Banking, Microsoft Office, Credit, Retail Banking, Risk Management, Consumer Lending, Commercial Banking, Litigation, Foreclosures, Mediation, Loan Modifications, Portfolio Management, Foreclosure Defense, Legal Assistance, Short Sales, Residential Homes
Education
University of Florida 2007 — 2009
Banking, Corporate, Finance, and Securities Law
University of Florida 2007 — 2009
Banking, Corporate, Finance, and Securities Law
Tobi Mason's City National Bank Experience March 2004 - November 2011
Job Senior Vice President, Boston Private Bank Wealth
Industry Investment Management
Experience
Boston Private Bank and Trust Company March 2012 - Present
City National Bank March 2004 - November 2011
Wells Fargo Bank 1999 - 2003
Skills
High Net Worth..., Wealth Management, Portfolio Management, Equities, Asset Management, Asset Allocation, Investments, Investment Strategies, Investment Management, Banking, Fixed Income, Investment Advisory, Alternative Investments, Wealth Management..., Strategy, Bonds, Mutual Funds, Hedge Funds
Education
University of California, Santa Barbara
Bachelor of Science, Economics
Boston Private Bank and Trust Company March 2012 - Present
City National Bank March 2004 - November 2011
Wells Fargo Bank 1999 - 2003
Skills
High Net Worth..., Wealth Management, Portfolio Management, Equities, Asset Management, Asset Allocation, Investments, Investment Strategies, Investment Management, Banking, Fixed Income, Investment Advisory, Alternative Investments, Wealth Management..., Strategy, Bonds, Mutual Funds, Hedge Funds
Education
University of California, Santa Barbara
Bachelor of Science, Economics
Warner Jansen's City National Bank Experience 2007 - April 2013
Job Relationship, Solutions, Effectiveness
Industry Banking
Experience
California Bank & Trust June 2014 - Present
City National Bank 2007 - April 2013
WJ Medical Software 1991 - 2007
Premiere Radio Networks 1995 - 1998
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Banking, Loans, Lines Of Credit, Credit, Consumer Lending, Credit Analysis, Mortgage Banking, Branch Management, Private Banking, Deposits, Cash Management, Retail Banking, Investments, SBA, Financial Services, Treasury Management, Finance, Risk Management, Relationship Management, Financial Analysis, Mortgage Lending, Cross Selling, Financial Modeling, Loan Origination
Education
Dick Grove School of Music
Composing and Arranging, Film Composing
University of La Verne
California Bank & Trust June 2014 - Present
City National Bank 2007 - April 2013
WJ Medical Software 1991 - 2007
Premiere Radio Networks 1995 - 1998
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Banking, Loans, Lines Of Credit, Credit, Consumer Lending, Credit Analysis, Mortgage Banking, Branch Management, Private Banking, Deposits, Cash Management, Retail Banking, Investments, SBA, Financial Services, Treasury Management, Finance, Risk Management, Relationship Management, Financial Analysis, Mortgage Lending, Cross Selling, Financial Modeling, Loan Origination
Education
Dick Grove School of Music
Composing and Arranging, Film Composing
University of La Verne
John Cashman's City National Bank Experience 1987 - 1991
Job Vice President at Major, Lindsey & Africa
Industry Staffing and Recruiting
Experience
Major, Lindsey & Africa March 2005 - Present
Winston & Strawn LLP 1997 - 2005
City National Bank 1987 - 1991
Skills
Mergers, Corporate Finance, Executive Search, Corporate Law, Corporate Governance, Recruiting, Talent Acquisition, Private Equity, Permanent Placement
Education
University of Chicago Law School 1991 — 1994
JD
University of Washington 1984 — 1987
BA, Economics and Finance
Major, Lindsey & Africa March 2005 - Present
Winston & Strawn LLP 1997 - 2005
City National Bank 1987 - 1991
Skills
Mergers, Corporate Finance, Executive Search, Corporate Law, Corporate Governance, Recruiting, Talent Acquisition, Private Equity, Permanent Placement
Education
University of Chicago Law School 1991 — 1994
JD
University of Washington 1984 — 1987
BA, Economics and Finance
Tony Choi's City National Bank Experience October 2007 - Present
Job AVP, Relationship Manager at City National Bank
Industry Banking
Experience
City National Bank October 2007 - Present
Skills
Commercial Lending, Loans, Credit, Lines Of Credit, Credit Analysis, SBA, Consumer Lending, Asset Based Lending, Commercial Mortgages, Portfolio Management
Education
University of California, San Diego 1999 — 2003
Bachelor of Arts, Economics
City National Bank October 2007 - Present
Skills
Commercial Lending, Loans, Credit, Lines Of Credit, Credit Analysis, SBA, Consumer Lending, Asset Based Lending, Commercial Mortgages, Portfolio Management
Education
University of California, San Diego 1999 — 2003
Bachelor of Arts, Economics
Karen Gilmore's City National Bank Experience January 2009 - April 2010
Job Vice President and Regional Executive at Federal Reserve Bank of Atlanta
Industry Banking
Experience
Federal Reserve Bank of Atlanta January 2014 - Present
Independent Contractor May 2010 - December 2013
City National Bank January 2009 - April 2010
City National Bank August 1998 - January 2009
Bank of America January 1996 - August 1998
Intercontinental Bank August 1988 - January 1996
Skills
Banking, Financial Risk, Commercial Lending, Portfolio Management, Loans, Treasury Management, Strategic Planning, Risk Management, Credit, Private Banking, Cash Management, Mortgage Lending, Finance, Asset Based Lending, Financial Analysis, AML, Mergers & Acquisitions, Commercial Mortgages, Retail Banking, Loan Origination, Small Business Lending, Executive Management, Investments, Credit Analysis, Commercial Banking, Underwriting, Business Development, Credit Risk, Mortgage Banking, Consumer Lending, Financial Services, Lines Of Credit, Relationship Management, Corporate Finance, Merchant Services, ACH, Leadership, Deposits, Commercial Real Estate, Anti Money Laundering, Asset Management, Bank Secrecy Act, Branch Banking, Branch Management, Capital Markets, Loan Servicing, Management, Wealth Management
Education
University of Central Florida
Federal Reserve Bank of Atlanta January 2014 - Present
Independent Contractor May 2010 - December 2013
City National Bank January 2009 - April 2010
City National Bank August 1998 - January 2009
Bank of America January 1996 - August 1998
Intercontinental Bank August 1988 - January 1996
Skills
Banking, Financial Risk, Commercial Lending, Portfolio Management, Loans, Treasury Management, Strategic Planning, Risk Management, Credit, Private Banking, Cash Management, Mortgage Lending, Finance, Asset Based Lending, Financial Analysis, AML, Mergers & Acquisitions, Commercial Mortgages, Retail Banking, Loan Origination, Small Business Lending, Executive Management, Investments, Credit Analysis, Commercial Banking, Underwriting, Business Development, Credit Risk, Mortgage Banking, Consumer Lending, Financial Services, Lines Of Credit, Relationship Management, Corporate Finance, Merchant Services, ACH, Leadership, Deposits, Commercial Real Estate, Anti Money Laundering, Asset Management, Bank Secrecy Act, Branch Banking, Branch Management, Capital Markets, Loan Servicing, Management, Wealth Management
Education
University of Central Florida
Wendy Jacquemin's City National Bank Experience Community ReinvestmentCity National BankAugust 1998 - Present
Job at
Industry Banking
Experience
City National Bank Community ReinvestmentCity National BankAugust 1998 - Present
Education
University of Idaho 1971 — 1977
B Mus, Music
Kellogg Senior High School 1968 — 1971
Pinehurst Junior High 1965 — 1968
City National Bank Community ReinvestmentCity National BankAugust 1998 - Present
Education
University of Idaho 1971 — 1977
B Mus, Music
Kellogg Senior High School 1968 — 1971
Pinehurst Junior High 1965 — 1968
Mina Escamilla's City National Bank Experience April 2009 - September 2012
Job Business Services Representative at First Citizens Bank
Industry Banking
Experience
First Citizens Bank September 2012 - Present
City National Bank April 2009 - September 2012
Skills
Banking, Small Business
Education
University of California, Santa Cruz 2000 — 2004
Bachelors, Sociology
First Citizens Bank September 2012 - Present
City National Bank April 2009 - September 2012
Skills
Banking, Small Business
Education
University of California, Santa Cruz 2000 — 2004
Bachelors, Sociology
Lori Foresz's City National Bank Experience July 1999 - September 2003
Job Pension Administration Manager at AKT Retirement Plan Services
Industry Financial Services
Experience
AKT Retirement Plan Services September 2003 - Present
City National Bank July 1999 - September 2003
KPMG October 1991 - June 1998
Education
University of California, Santa Barbara 1987 — 1991
BA, Economics
AKT Retirement Plan Services September 2003 - Present
City National Bank July 1999 - September 2003
KPMG October 1991 - June 1998
Education
University of California, Santa Barbara 1987 — 1991
BA, Economics
Erica B Anderson's City National Bank Experience September 2012 - Present
Job Client Service Management
Industry Financial Services
Experience
City National Bank September 2012 - Present
BNY Mellon October 2004 - March 2011
Union Bank December 2000 - October 2004
Skills
•Client Servicing,..., •Policy/Procedure..., •Problem/loss..., •Benefit Plan Design,..., •Project (non-tech)..., •Compliance/Regulatory..., •Cross-functional..., Management, Mutual Funds
Education
University of Denver
Bachelor of Arts (B.A.)
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
City National Bank September 2012 - Present
BNY Mellon October 2004 - March 2011
Union Bank December 2000 - October 2004
Skills
•Client Servicing,..., •Policy/Procedure..., •Problem/loss..., •Benefit Plan Design,..., •Project (non-tech)..., •Compliance/Regulatory..., •Cross-functional..., Management, Mutual Funds
Education
University of Denver
Bachelor of Arts (B.A.)
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Diego Mojarro's City National Bank Experience 2003 - Present
Job Art Director of New Media at City National Bank
Industry Design
Experience
City National Bank 2003 - Present
Skills
Adobe Creative Suite, Graphic Design, Interaction Design, Marketing Communications
Education
University of California, San Diego
BA, Visual Arts
City National Bank 2003 - Present
Skills
Adobe Creative Suite, Graphic Design, Interaction Design, Marketing Communications
Education
University of California, San Diego
BA, Visual Arts
Joseph Vartanian's City National Bank Experience August 2013 - Present
Job Regional Administrator Core Banking at City National Bank
Industry Financial Services
Experience
City National Bank August 2013 - Present
Cannon Trading August 2012 - August 2013
PFGBEST July 2007 - July 2012
Anco Futres/American National Trading March 2001 - June 2007
Skills
Currencies, equity..., daytrading, support and..., Commodity, Commodity Markets, Hedging, Investments, Mutual Funds, Options, Trading, Trading Systems, Hedge Funds, Electronic Trading, Alternative Investments, Securities, Fixed Income, Financial Markets, Asset Management, Portfolio Management, Equities, Risk Management, Valuation
Education
University of California, Santa Barbara 1992 — 1997
Bachelor of Arts in Business Economics
City National Bank August 2013 - Present
Cannon Trading August 2012 - August 2013
PFGBEST July 2007 - July 2012
Anco Futres/American National Trading March 2001 - June 2007
Skills
Currencies, equity..., daytrading, support and..., Commodity, Commodity Markets, Hedging, Investments, Mutual Funds, Options, Trading, Trading Systems, Hedge Funds, Electronic Trading, Alternative Investments, Securities, Fixed Income, Financial Markets, Asset Management, Portfolio Management, Equities, Risk Management, Valuation
Education
University of California, Santa Barbara 1992 — 1997
Bachelor of Arts in Business Economics
Dan Glaeser's City National Bank Experience April 2004 - September 2005
Job Vice President Senior Credit Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust April 2013 - Present
Santa Barbara Bank & Trust May 2008 - April 2013
Toyota Financial Services September 2005 - May 2008
City National Bank April 2004 - September 2005
Miller & Company LLP Certified Public Accountants July 2003 - March 2004
Smith Barney December 1999 - January 2003
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Financial Analysis, Credit Risk, Credit Analysis, Asset Based Lending, Finance, Financial Risk, Small Business Lending, Lines Of Credit, Relationship Management, Debt Restructuring, Syndications, Private Banking, Commercial Mortgages, Deposits, Middle Market, Cash Flow Lending, Capital Markets, Cash Flow, Underwriting, Mortgage Lending, Risk Management, Wealth Management
Education
UCSB 1999 — 2003
Bachelor's degree, Business Economics with an emphasis in Accounting and a minor in History
Montecito Bank & Trust April 2013 - Present
Santa Barbara Bank & Trust May 2008 - April 2013
Toyota Financial Services September 2005 - May 2008
City National Bank April 2004 - September 2005
Miller & Company LLP Certified Public Accountants July 2003 - March 2004
Smith Barney December 1999 - January 2003
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Financial Analysis, Credit Risk, Credit Analysis, Asset Based Lending, Finance, Financial Risk, Small Business Lending, Lines Of Credit, Relationship Management, Debt Restructuring, Syndications, Private Banking, Commercial Mortgages, Deposits, Middle Market, Cash Flow Lending, Capital Markets, Cash Flow, Underwriting, Mortgage Lending, Risk Management, Wealth Management
Education
UCSB 1999 — 2003
Bachelor's degree, Business Economics with an emphasis in Accounting and a minor in History
Hannah Ntephe's City National Bank Experience May 2012 - August 2012
Job Member Support Fellow at Food Recovery Network
Industry Environmental Services
Experience
Food Recovery Network August 2015 - Present
University of San Francisco September 2012 - August 2015
Ditching Dirty Diesel Collaborative November 2014 - May 2015
Miljøpartiet De Grønne August 2013 - November 2013
City National Bank May 2012 - August 2012
University of San Francisco October 2011 - December 2011
Skills
Sustainability, Corporate Sustainability, Business, Green, Filemaker Pro, Adobe Illustrator, Event Planning, Project Management, Community Outreach, Microsoft Office, Waste Audits, FileMaker, Energy, Environmental Awareness, Research, Water, Grant Writing, Public Speaking, PowerPoint, Social Networking, Microsoft Word, Social Media, Microsoft Excel
Education
University of San Francisco 2011 — 2015
Bachelor of Arts (B.A.), Environmental Studies
University of Cape Town 2014 — 2014
University of Oslo (UiO) 2013 — 2013
Urban Studies
Claremont High School 2007 — 2011
Food Recovery Network August 2015 - Present
University of San Francisco September 2012 - August 2015
Ditching Dirty Diesel Collaborative November 2014 - May 2015
Miljøpartiet De Grønne August 2013 - November 2013
City National Bank May 2012 - August 2012
University of San Francisco October 2011 - December 2011
Skills
Sustainability, Corporate Sustainability, Business, Green, Filemaker Pro, Adobe Illustrator, Event Planning, Project Management, Community Outreach, Microsoft Office, Waste Audits, FileMaker, Energy, Environmental Awareness, Research, Water, Grant Writing, Public Speaking, PowerPoint, Social Networking, Microsoft Word, Social Media, Microsoft Excel
Education
University of San Francisco 2011 — 2015
Bachelor of Arts (B.A.), Environmental Studies
University of Cape Town 2014 — 2014
University of Oslo (UiO) 2013 — 2013
Urban Studies
Claremont High School 2007 — 2011
Lancaster School District
Long Beach Police Department
Livermore Amador Valley Transit Authority
Grace Community Church, Sun Valley, CA
CNB Bank