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
SL Capital Markets August 2014 - Present
City National Bank October 2011 - June 2014
Wells Fargo October 2003 - June 2011
Piper Jaffray, Mullin Consulting, IVUS Technologies, Windsor Capital September 1994 - September 2003
Skills
Business Development, Financial Analysis, Underwriting, Product Development, Commodity, Trade Finance, International Banking..., Real Estate, Due Diligence, Management
Education
MBA - California State University at San Francisco 1998 — 2000
MBA, International and Marketing
University of Minnesota-Twin Cities 1986 — 1993
Bachelor of Science (B.S.), Economics with Math Emphasis
LourdMurray October 2014 - Present
EWAM, LLC March 2012 - October 2014
CLARE Foundation April 2014 - June 2014
City National Bank March 2007 - December 2013
City National Bank December 2005 - March 2007
City National Bank December 2003 - December 2005
Intel Corporation May 2000 - September 2002
Skills
Wealth Management, Superior Client Service, Interpersonal..., Building Relationships, Management, Client Services, Portfolio Management, Investments, Strategy, Lead Generation, Vendor Management, Marketing, Budgets, Product Marketing, Event Management
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor of Science (BS), Communication, General
NAI Miami Commercial Real Estate Services, Worldwide April 2013 - November 2014
Applied Consulting Sollutionns LLC June 2011 - April 2013
City National Bank June 1988 - August 2010
Skills
Real Estate Sales..., Underwriting, NMLS Licensed, commercial motagages, Account Management, Mortgage Banking, Investment Properties, Brokerage
Education
University of Miami - School of Business 1975 — 1977
Masters of Business Administration, Finance, General
University of Miami - School of Business 1974 — 1975
Bachelor of Business Administration, Business Administration, Management and Operations
Belen Jesuit Prep School, Miami, Florida 1968 — 1972
High School
Bank of the West June 2015 - Present
City National Bank September 2008 - June 2015
First Republic Bank 2004 - 2007
Wells Fargo Private Client Services September 2001 - August 2004
Skills
Wealth Management, Private Banking, Investment Management, Financial Planning, Debt Solutions, Insurance Solutions, Series 7, Series 63, Series 65, Investment Strategies, Credit, Investments, Investment Advisory, Strategic Financial..., High Net Worth..., Finance, Banking, Wealth Management..., Securities, Mutual Funds, Asset Allocation, Relationship Management, Treasury Management, Mortgage Lending, Cash Management, Estate Planning, Financial Services, Bonds, Retirement Planning, Consumer Lending, Loan Origination, Portfolio Management, Loans, Wealth, Credit Analysis, Small Business Lending, Alternative Investments, Insurance, Commercial Banking, Asset Management, Commercial Mortgages, Fixed Income, Commercial Lending, Equities, Financial Analysis, Risk Management
Education
University of San Francisco
Bachelor of Business Administration Economics
New England College, Arundel, England
Endurance Services Limited January 2006 - February 2014
Catasys 2014 - 2014
City National Bank 2001 - 2006
Boeing (IBM Contract) 1996 - 2000
Sutter Corporation DME 1989 - 1996
Skills
Windows 7, Windows Server, Active Directory, Blackberry, Data Center, VPN, Computer Hardware, Citrix, iPad, iPhone Support, Video Conferencing, Microsoft Office, Troubleshooting, Networking, SharePoint, Servers, System Administration, Technical Support, Windows XP Pro, Printers, Blackberry Enterprise..., VoIP, Call Centers, Group Policy, Vendor Management, Information Technology, IT Operations, Infrastructure, Service Desk, Windows XP, Operating Systems, Help Desk Support, Hardware, Software Installation, Laptops, Customer Relations, Customer Satisfaction
Education
University of Mumbai 1984 — 1989
Bachelor's Degree, Business/Commerce, General
University of Oregon Investment Group March 2014 - Present
University of Oregon Financial Management Organization March 2014 - Present
City National Bank 2015 - 2015
City National Bank 2015 - 2015
Great Harvest Bread Co. April 2009 - September 2013
Sunset Athletic Club June 2009 - August 2013
Skills
Microsoft Excel, Financial Modeling, Finance, Public Speaking, Baking, Time Management, Social Networking, Critical Thinking, Leadership, Microsoft Office, Cashiering, Teamwork, Food Service, PowerPoint, Microsoft Word, Customer Service
Education
University of Oregon 2012 — 2016
Bachelor's Degree, Finance, Economics, Junior
City of Los Angeles August 2015 - Present
City National Bank February 2014 - Present
Upwork July 2011 - January 2014
Los Angeles Unified School District September 2003 - August 2012
Cybrix Network Services July 2001 - June 2012
American Career College October 2009 - December 2010
Maric College August 2002 - January 2003
J.A. Digital Magic June 1997 - July 2002
Skills
Training, Teaching, Microsoft Office, Higher Education, Networking, Research, Microsoft Word, PowerPoint, Public Speaking, Social Media, Customer Service, Staff Development, Web Design, Social Networking, Banking, Management, Security, Risk Management, HTML, Strategic Planning, Microsoft Excel, E-Learning, Curriculum Development, Policy, Instructional Design, WordPress, Lectora, Access, Finance, Financial Analysis, Project Management, Sales
Education
University of San Diego 2003 — 2007
California State Teaching Credential, Concentration in Education
City National Bank June 2015 - Present
University of Southern California August 2012 - Present
Merrill Lynch June 2014 - August 2014
Frogg Pond Dive Shop May 2013 - August 2013
Lake Forest Parks and Recreation May 2013 - August 2013
Lake Forest Landmark Development Company May 2011 - August 2011
Skills
Healthcare, Pharmaceutical Industry, Sales, Leadership, Team Leadership, Marketing, Management, Strategic Planning, Marketing Strategy, Business Strategy, Business Development, Lifesciences, PowerPoint, Microsoft Excel, Outlook
Education
University of Southern California 2012 — 2016
Bachelors, Health Promotion and Disease Prevention
City National Bank February 2015 - Present
Citibank February 2010 - February 2015
U.S. Bank August 2003 - December 2009
Skills
Banking, Commercial Banking, Credit, Retail Banking, Valuation, Credit Analysis, Consumer Lending, Financial Modeling, Portfolio Management, Credit Risk, Loans, Risk Management, Financial Analysis
Education
University of Missouri-Rolla 1998 — 2003
Mining Engineering, Mining and Mineral Engineering
City National Bank June 2015 - Present
Bank of America February 2015 - June 2015
Mechanics Bank October 2014 - February 2015
Mechanics Bank May 2013 - October 2014
Mechanics Bank May 2011 - May 2013
Eberline Analytical January 2008 - May 2011
Residential Mortgage Capital 2006 - 2007
Skills
Consumer Lending, Customer Service, Microsoft Excel, Banking, Retail Banking, Mortgage Lending, Loan Documents, Loan Servicing, Construction Loans, Commercial Lending, Small Business Lending, Financial Services, Loans, Sales, Lines Of Credit, Data Analysis, Management, Finance, Microsoft Word, Portfolio Management
Education
University of Phoenix
Business Administration and Management, General
Hercules High School
Hercules High School
Hercules High School
Hercules High School
City National Bank August 2014 - Present
PNC March 2007 - August 2014
PNC June 2004 - March 2007
US Bank June 1996 - June 2004
US Bank June 1995 - June 1996
Skills
Commercial Lending, Asset Based Lending, Credit, Commercial Banking, Financial Analysis, Risk Management, Cash Management, Corporate Finance, Middle Market, Credit Analysis, Loans, Portfolio Management, Financial Services, Investments, Finance, Management, Credit Risk, Banking, Treasury Management, Small Business Lending, Financial Modeling, Relationship Management, Underwriting, Consumer Lending
Education
University of Missouri-Columbia, College of Business 1991 — 1995
BSBA, Finance / Real Estate / Economics
City National Bank April 2013 - Present
Cathay Bank May 2010 - March 2013
US Bank May 2000 - April 2010
Wells Fargo Bank August 1985 - April 2000
Skills
Certified Treasury...
Education
University of Phoenix
Northwestern Risk January 2015 - Present
City National Bank November 2012 - January 2015
Paychex April 2011 - November 2012
ADP March 2010 - April 2011
RITZ-CARLTON, LAKE LAS VEGAS August 2007 - May 2010
Chermac Builders Inc. June 1998 - February 2008
City of Henderson June 2000 - October 2006
Skills
Banking, Finance, Account Reconciliation, Loans, Salesforce.com, Payroll, Financial Services, Strategic Planning, Management, Recruiting, Training, Customer Service, Leadership, Marketing, Marketing Strategy, Sales, Team Building
Education
University of Nevada-Las Vegas 2004 — 2009
Bachelor of Arts, Journalism and Media Studies, Advertising, Public Relations, and Communications
University of Nevada-Las Vegas
Master of Education (M.Ed.), Secondary Ediuation with Emphasis in English, 1st Year Grad Student
City National Bank May 2008 - Present
US Navy September 2010 - Present
Wells Fargo Bank February 2007 - April 2008
Wells Fargo Bank May 1999 - February 2007
Skills
Banking, Investment Management, Credit, Program Management, Management, Team Leadership, Finance, Investments, Loans, Wealth Management, Team Building, Risk Management, Financial Analysis, Mortgage Lending, Financial Services, Cash Management, Commercial Banking, Commercial Lending, Credit Analysis, Leadership
Education
University of Nevada-Las Vegas
Bachelor of Science (BS), Finance
Popular Community Bank January 2014 - Present
City National Bank October 2010 - January 2014
BB&T/Colonial Bank August 2006 - October 2010
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Portfolio Management, Loans, Cross Selling, Credit Analysis, Small Business Lending, SBA, Treasury Services, Deposits, Asset Based Lending, Loan Origination, Trade Finance, Lines Of Credit, Relationship Management, Financial Analysis, Cash Flow, Commercial Mortgages, Financial Risk, Refinance, Operational Risk, Treasury Management, Credit Risk, Banking Relationships, Business Relationship..., Financial Modeling, Finance, Cash Management, Consumer Lending, Middle Market, Structured Finance, Cash Flow Lending, Factoring, Commercial Real Estate, Underwriting
Education
University of Miami 2000 — 2001
MBA, Business Administration-International
University of Miami 1980 — 1983
BBA, International Finance & MKT
TD January 2014 - Present
City National Bank October 2012 - November 2013
City National Bank February 2012 - October 2012
City National Bank October 2010 - February 2012
Kinecta Federal Credit Union December 2009 - October 2010
NHBB June 2008 - August 2008
Franklin Savings Bank June 2006 - August 2006
Skills
Microsoft Word, Microsoft Excel, Credit Analysis, Commercial Banking, Tax Analysis, Baker Hill, Accounting
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Banc of California June 2008 - Present
City National Bank January 2003 - June 2008
City National Bank January 1994 - January 2003
City National Bank September 1991 - January 1994
Skills
Asset Based Lending, Commercial Lending, Commercial Banking, Middle Market, Loans, Treasury Services, Lines Of Credit, Banking, Credit, Private Banking, Cash Management, Risk Management, Finance, Financial Analysis, Commercial Mortgages, Credit Analysis, Underwriting, Portfolio Management, Financial Risk, Credit Risk, Retail Banking, Small Business Lending, Relationship Management
Education
University of Mississippi
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
City National Bank June 1998 - Present
Home Savings of America 1994 - 1998
Skills
Vendor Management, Banking, IT Management, Asset Managment, Relationship Management, Disaster Recovery, Risk Management, Business Process..., Asset Management, IT Strategy, Enterprise Software, Business Analysis, Business Continuity, Project Management, Process Improvement, Integration, Governance, Financial Services, Management, SDLC, Change Management, Information Security, Data Center, Information Security..., Portfolio Management
Education
University of Nevada-Las Vegas
The Bank of New York Mellon August 2006 - Present
City National Bank January 2005 - June 2006
JP MORGAN CHASE & CO. - Legal Dep May 2004 - January 2005
JP MORGAN CHASE & CO. - Institution Trust Services August 2000 - May 2004
Skills
Compliance, AML, Bank Secrecy Act, Investigations, Due Diligence, (KYC) Know Your Client, Fraud, Fraud Investigations, Anti-Money Laundering
Education
University of Phoenix 2003 — 2005
MBA - Masters in Business Administration
Herbert Lehman College 1997 — 2001
B.B.A. in Economics/Business Management
University of Oklahoma July 2014 - Present
University of Oklahoma April 2009 - July 2014
Express Employment Professionals May 2007 - April 2009
Marsh Affinity Group Services July 2001 - March 2007
City National Bank April 1999 - January 2001
Skills
Leadership, Event Management, Recruiting, Networking, Microsoft Excel, Event Planning, Human Resources, Management, Program Management, Time Management
Education
University of Oklahoma 1993 — 1998
BA, Communication
Terzo & Bologna, Inc. November 2014 - Present
KRES Inc. July 2011 - Present
Plante Moran January 2012 - November 2014
Sign-A-Rama Brighton January 2003 - October 2007
City National Bank March 1993 - December 2002
Skills
Limited Licensed..., Valuation, Real Estate, Commercial Real Estate, Appraisals, Investment Properties
Education
University of Michigan 1996 — 1999
MBA, Finance
Western Michigan University - Haworth College of Business 1989 — 1994
Cost & Managerial Accounting
Advanced Income Class
City National Bank September 2013 - Present
Adobe April 2013 - September 2013
Avoka Technologies September 2011 - March 2013
Teleperformance 2013 - 2013
Hewlett-Packard April 2010 - September 2011
Verizon Business November 2009 - March 2010
Mississippi Department of Finance and Administration March 2009 - November 2009
Skills
SOA, Weblogic, JBoss Application Server, Integration, Adobe LiveCycle, Enterprise Architecture, Enterprise Content..., Enterprise Software, Java Enterprise Edition, Solution Architecture, Software Design, Software Development, XML, Business Process, Java, Microsoft SQL Server, SQL, SOAP, Tomcat, WebLogic, Web Services, HTML 5, Agile Methodologies
Education
University of Phoenix 2010 — 2011
MIS, Information System
Moden Acadamy 1997 — 2002
Bachelor of Science (BSc), Computer Science
Dialysis Clinic, Inc. April 2014 - Present
Full Circle Compost, Inc. January 1994 - Present
Nevada Division of Child and Family Services July 2012 - July 2013
Nevada Division of Child and Family Services August 2011 - April 2012
City National Bank 2010 - 2011
Milky Way Farms, Inc. June 1982 - December 2006
Down On The Farm Country Gift Store November 2001 - June 2006
Skills
Community Outreach, Child Welfare, Public Speaking, Fundraising, Case Managment, Child Advocacy, Investigation, Court Appearances, Preparation Of Reports, Community Engagement, Experience Working with..., Youth Empowerment, Youth Mentoring, Successful Business..., Entrepreneurship, Small Business, Environmental Awareness, Organic Products, Soil Improvement, Retail Sales, Banking, Microsoft Office, Bookkeeping, 10 Key, Accurate Record Keeping, Recycling, Crisis Intervention, Program Development, Customer Service
Education
University of New England 2014 — 2016
Master's Degree, Social Work, 4.0 GPA
University of Nevada-Reno 2010 — 2012
Bachelor's Degree, Social Work
Western Nevada College 2008 — 2010
Associate of Arts (A.A.)
City National Bank March 2015 - Present
City National Bank August 2013 - Present
City National Bank May 2014 - March 2015
Vietnam Australia International School February 2012 - May 2012
Cleverlearn English Center October 2011 - January 2012
Skills
Teaching English as a..., French, Politics, Social Media, Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Staff Development, Customer Service, International Relations, Community Outreach, Student Affairs, Fundraising, Time Management
Education
UCLA Extension 2014 — 2015
Accounting, Business and Finance
Concordia University 2012 — 2013
Graduate Diploma in Business Administration, Business Administration and Management, General
University of South Carolina-Columbia 2007 — 2011
Bachelor of Arts (B.A.), French Language and Literature
City National Bank August 2013 - Present
City National Bank December 2009 - Present
Imperial Capital Bank December 1996 - December 2009
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Credit, Commercial Mortgages, Underwriting, Credit Analysis, Small Business Lending, Portfolio Management, Due Diligence, Loan Origination, Risk Management, Asset Based Lending, Mortgage Lending, Credit Risk
Education
University of Southern California
Biotechnology Industry May 2015 - Present
The Active Network May 2012 - December 2014
Thermo Fisher Scientific (Formerly Life Technologies) February 2010 - May 2012
DJO September 2008 - February 2010
DJO October 2006 - September 2008
USC Marshall School of Business 2004 - 2006
Hewlett-Packard June 2005 - August 2005
City National Bank May 2003 - July 2004
Provident Capital Corporation June 2002 - May 2003
TD Waterhouse Group, Inc. September 2000 - June 2002
Skills
Financial Analysis, Financial Modeling, Variances, Forecasting, SQL, Planning, Expenses, NPV, IRR, Commission, Analytics, Excel, Analysis, Budgeting, Essbase, MBA Finance, MBA, Financial Planning, Project Finance, Microsoft Excel, Strategic Financial..., Variance Analysis, Mergers & Acquisitions, Executive Management, Non-profit Boards, Non-profit Leadership, Treasurers, P&L Financial Management, P&L Analysis, Revenue Analysis, Acquisition Integration, Financial Forecasting, Portfolio Management, Accounting, Risk Management, Management, Access, Valuation, Internal Audit, Pricing, Hyperion Enterprise, Budgets
Education
University of Southern California 2004 — 2006
MBA, Finance
University of Wisconsin-Madison
BA, Business Administration-Marketing
Silvergate Bank October 2014 - Present
The Elizabeth Hospice July 2012 - Present
City National Bank July 2011 - October 2014
Escondido Education Foundation March 2012 - June 2014
Citibank March 2010 - July 2011
Wachovia Bank, a Wells Fargo Company 2004 - 2009
Wachovia Bank, a Wells Fargo Company 2004 - 2009
World Savings, a Wachovia/Wells Fargo Company 2004 - 2009
World Savings, a Wachovia/Wells Fargo Company 2004 - 2009
World Savings, a Wachovia/Wells Fargo Company 2004 - 2009
Skills
Sales Management, Change Management, Recruiting, Team Leadership, Training, Leadership, Coaching, Strategic Planning, Customer Service, Human Resources, Sales, Team Building, Budgets, Leadership Development, Loans, Interviews, Management, Mortgage Lending, Risk Management, Healthcare, Banking, Vendor Management, Financial Services, Credit, Executive Management, Employee Relations, Program Management, Employee Training, Hiring, Finance, Selling, Employee Benefits, Customer Retention, Insurance, Investments, Project Management, Public Speaking, Commercial Lending, Commercial Banking, Business Development, Relationship Management, Mergers & Acquisitions, Credit Analysis, Small Business Lending, Consumer Lending, Retail Banking, Hiring Personnel, Cash Management, Cross Selling, Loan Origination
Education
University of Phoenix
BACHELOR OF SCIENCE IN BUSINESS/ACCOUNTING WITH HONORS
Provident Savings Bank August 2014 - Present
First National Bank of Northern California September 2007 - November 2013
City National Bank April 2006 - August 2007
Greater Bay Bank August 2004 - March 2006
Education
University of Michigan-Dearborn 1997 — 1999
BS, Finance
University of Michigan-Dearborn
BS, Finance
Farmers Insurance Group of Companies 2014 - 2014
Farmers Insurance 2014 - 2014
PMI Los Angeles 2008 - 2014
PMI Los Angeles 2008 - 2014
PMI Los Angeles 2008 - 2014
Union Bank March 2013 - June 2013
Harbor Freight Tools October 2012 - February 2013
City National Bank October 2000 - October 2012
Project Management Institute 2010 - 2011
PMI - Los Angeles Chapter 2008 - 2010
Skills
CSM, PMP, Contact Management, Program Management, Product Development, Relationship Management, Vendor Management, Cross-functional Team..., Project Planning, Process Improvement, Integration, Software Project..., CRM, Leadership, PMO, Budgets, Banking, Project Management, Management, Quality Assurance, Business Analysis, Team Leadership, Resource Management, Agile Methodologies, Change Management, SDLC, Business Process..., Risk Management, MS Project, Project Portfolio..., Scrum, IT Management, Visio, Business Intelligence, Business Process, Software Documentation, IT Strategy, Requirements Analysis, SharePoint, Project Delivery, Requirements Gathering
Education
University of Massachusetts, Amherst 1973 — 1976
BS, Education
Techical High School 1969 — 1972
College Prep
Lindner Business Management July 2015 - Present
City National Bank March 2009 - June 2015
Citibank March 2005 - March 2009
Citibank June 2004 - March 2005
Citigroup August 2001 - March 2004
Skills
Consumer Lending, Banking, Small Business Lending, Wealth Management, Private Banking, Credit Cards, Loans, Retail Banking, Commercial Lending, Deposits, Branch Management, Commercial Banking, Cash Management, Treasury Management, Credit, Credit Analysis, Mortgage Lending, Branch Banking, Credit Risk, Cross Selling, Relationship Management, Commercial Mortgages, Lines Of Credit, Mortgage Banking, Portfolio Management, Insurance, Financial Services, Underwriting, Loan Origination
Education
University of Southern California 1996 — 2000
B.A., Communications, Minor Business Administration, 3.87
University of Rostock - Germany 1994 — 1996
Law School
US Bank September 2010 - Present
Valley Industry and Commerce Association (VICA) 2010 - 2015
City National Bank October 2009 - September 2010
Wells Fargo Bank November 2007 - October 2009
LaSalle Bank May 2006 - November 2007
Wells Fargo Bank April 1996 - May 2006
University of South Dakota 1992 - 1995
First Data Corporation 1990 - 1992
USAF 1979 - 1986
Skills
Deal Structuring, Commercial Lending, Treasury Management, Asset Based Lending, Credit, Underwriting, Portfolio Management, Middle Market, Debt
Education
University of Minnesota - Carlson School of Management 1995 — 1996
MBA, Marketing/Finance
University of Nebraska at Omaha 1986 — 1989
BSBA, Finance/Banking
CITY NATIONAL BANK June 2011 - Present
UNION BANK OF CALIFORNIA January 2006 - November 2009
UNION BANK OF CALIFORNIA January 2003 - December 2005
Union Bank 2002 - 2003
Skills
Financial Analysis, Treasury Management, Budgeting, Mergers, Commercial Banking, MIS, Retail Banking, Banking, Financial Modeling, Budgets, Managerial Finance, Cash Management, Investments, Analysis, Finance, Portfolio Management, Risk Management, Mergers & Acquisitions
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2011
BSB/F, Finance
Plumas Bank May 2015 - Present
City National Bank August 2011 - May 2015
ProNet Career Resources December 2010 - August 2011
Charles Schwab Bank December 2002 - December 2010
Bank of America August 1984 - December 2002
Skills
Customer Satisfaction, Leadership, Risk Management, Auditing, Non-profits, Payroll, Credit, Financial Analysis, Team Building, Customer Service, Operations Management, Strategic Planning, Process Improvement, Budgets, Banking, Management, Team Leadership, Training, Microsoft Word, Accounting, Nonprofits, Business Strategy, Employee Engagement, Public Speaking, Teamwork, Project Planning, Change Management, Coaching, Small Business, CRM, Business Development, Business Analysis, Analysis, Program Management, Human Resources, Project Management, Employee Training, Start-ups
Education
Western Governors University 2015 — 2017
(Enrolled) MS, Management and Leadership
University of Nevada-Reno
Bachelors Science, Business Administration
City National Bank July 2010 - Present
Bank of America 2003 - 2005
Skills
Loans, Business Development, Small Business Lending, Portfolio Management, Lines Of Credit, Financial Services, Credit Analysis, Banking, Commercial Lending, Commercial Banking, Sales, Underwriting, Small Business, Wealth Management, Commercial Mortgages, Insurance, Investments, Sales Management, Credit, Finance, Business Planning, Executive Management, Customer Service, Real Estate, New Business Development, Leadership, Asset Based Lending, Risk Management, Commercial Real Estate, Relationship Management, SBA, Financial Analysis, Financial Risk
Education
University of Nevada-Las Vegas - College of Business 1982 — 1987
Bachelor of Science, Business Administration and Management, General
Bank of America April 2015 - Present
Shores Analytical Solutions October 2013 - Present
City National Bank August 2012 - April 2015
First Citizens Bank November 2011 - August 2012
SunTrust Bank March 2011 - December 2011
AT&T Mobility June 2010 - March 2011
Verizon Wireless April 2008 - October 2009
Verizon Wireless December 2005 - March 2008
Verizon Wireless May 2005 - November 2005
Verizon Wireless September 2003 - April 2005
Skills
CRM, Management, Analytics, Sales Operations, Strategy, Business Intelligence, Sales, Training, E-commerce, Mobile Devices, Online Marketing, Banking, Data Analysis, Cross-functional Team..., Customer Service, Customer Experience, Customer Retention, Marketing
Education
University of North Carolina at Chapel Hill 1999 — 2003
BS, Computer Science
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Computer Science
The Portland Playhouse June 2009 - February 2013
Oregon Ballet Theatre October 2010 - December 2012
Sterling Savings Bank August 2006 - December 2008
US Bank June 2005 - August 2006
United Commercial Bank 2001 - 2005
City National Bank 2000 - December 2001
Pacific Bank 1991 - December 2000
Skills
Commercial Lending, Banking, Strategic Planning, Portfolio Management, Theatre, Financial Services, Nonprofits, Financial Analysis, Budgets, Leadership, Finance, Mergers & Acquisitions, Credit, Accounting
Education
University of San Diego 1986 — 1990
BA, Business Administration
Saint Ignatius College Preparatory 1982 — 1986
City National Bank January 2013 - Present
California Bank & Trust April 2012 - December 2012
Bank of the West June 2009 - March 2012
Wells Fargo Securities LLC2003 - 2008 April 2003 - September 2008
Wells Fargo Bank January 2001 - March 2003
Independent Consultant May 1999 - December 2000
Industrial Bank of Japan January 1991 - January 1996
Skills
Loans, Business Development, Fixed Income, Sales, Business Strategy, Strategic Planning, Executive Management, Financial Analysis, Commercial Real Estate, Training, Accounting, Mergers & Acquisitions, Financial Modeling, Funding, Corporate Finance, Middle Market, Finance, Commercial Banking, Start-ups, Strategy, Treasury Management
Education
Wells Fargo Credit Management Training Program 1999 — 2000
Certification of Completion, Credit Management
University of San Francisco - School of Management 1997 — 1998
MBA, Finance, 3.70
University of San Francisco 1994 — 1996
MA, Asia Pacific Studies, 3.80
BA CommunicationsCA State University, Sacramento 1986 — 1987
BA Communications Studies, Organizational Communication, General, 3.90
Riot Games October 2014 - Present
DIRECTV December 2012 - October 2014
DIRECTV August 2011 - December 2012
Ares Management November 2007 - September 2011
eharmony.com April 2007 - November 2007
The Walt Disney Company 2005 - 2006
city national bank 1999 - 2004
MidFirst Bank 1998 - 1999
Commercial Financal Services 1997 - 1998
Skills
ITIL, ITIL V3 Foundation..., VMware ESX, Contract Negotiation, Data Center, Firewalls, Switches, VMware, Virtualization, Integration, Active Directory, Servers, Networking, Windows Server, SAN, Disaster Recovery, Storage Area Networks, Routing, Infrastructure, Windows, TCP/IP, Management, Cloud Computing, Vendor Management, Cisco Technologies, Linux, Leadership, Security, Troubleshooting, System Administration, Enterprise Architecture, IT Management, Team Leadership, Enterprise Software, Telecommunications, Project Management, Network Security
Education
University of Oklahoma 1995 — 1997
LogicSource, Inc. July 2015 - Present
Boyd Gaming August 2011 - July 2015
City National Bank October 2010 - June 2011
Bank of Nevada April 2008 - July 2009
Station Casinos, LLC 2001 - 2003
Station Casinos, LLC 2001 - 2003
Skills
Business Analysis, Financial Analysis, Credit Risk, Credit Analysis, Business Development, Operational Analysis, Operational Strategy, Operational Efficiency, Cognos, Microsoft Excel, Stratton Warren, Strategic Sourcing, Casino
Education
University of Nevada-Reno
Master of Business Administration (M.B.A.)
University of Nevada-Las Vegas 1999 — 2003
Bachelor of Science (B.S.), Hotel/Motel Administration/Management
Valliance Bank March 2012 - Present
City National Bank August 2010 - March 2012
City National Bank March 2008 - July 2009
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Lines Of Credit, Commercial Mortgages, Consumer Lending
Education
University of Oklahoma - Price College of Business 2013 — 2015
Master of Business Administration (MBA), Risk Management
University of Oklahoma 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.3
OBA Commercial Lending School
City National Bank December 2009 - Present
Community Bank January 2007 - August 2009
Community Bank January 2005 - January 2007
Wells Fargo Bank October 1998 - January 2005
Pioneer Citizens Bank June 1991 - October 1998
College of Southern Nevada January 1990 - December 1997
First Interstate Bank May 1989 - June 1991
Security Pacific Bank April 1987 - May 1989
Education
Graduate School of Retail Bank Management 2004 — 2006
Banking
Pacific Coast Banking School 1992 — 1994
Banking
University of Nevada-Las Vegas - College of Business 1982 — 1986
Bachelor of Science, Finance
Lucas, Horsfall, Murphy & Pindroh, LLP September 2012 - Present
City National Bank June 1997 - September 2012
City National Bank June 1997 - September 2012
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit, Financial Analysis, Loans, Business Development, Banking, Portfolio Management, Asset Based Lending, Credit Analysis, Mortgage Lending, Loan Origination, Relationship Management, Underwriting
Education
University of San Diego 1984 — 1988
BA, International Relations, Business Administration
St. Francis High School
Community Bank August 2008 - Present
City National Bank December 1996 - August 2008
Skills
Commercial Lending, Commercial Banking, Credit, Business Development, Business Relationship..., Treasury Management, Banking, Credit Analysis, Commercial Mortgages, Asset Based Lending, Trade Finance, Portfolio Management, Retail Banking, Small Business Lending, Small Business, Loans, Real Estate, Mortgage Lending, Working Capital..., New Business Development, Consumer Lending, Management, Lines Of Credit, Private Banking, Underwriting, Cash Management, Loan Origination
Education
University of Southern California 1979 — 1982
BA/BS, International Relations/Business
Wells Fargo 2011 - 2015
US Bank August 2009 - June 2011
Bank of the West 2008 - 2009
Washington Mutual 2004 - 2008
Wells Fargo 2002 - 2004
City National Bank 2000 - 2002
Skills
Mortgage Banking, Community Development, Loan Origination, Loans, Strategic Planning, Mortgage Lending, Business Development, Product Marketing, Credit, Public Relations, Recruiting, Program Management, Investment Properties, Team Building, Sales Management, Marketing, Finance, Refinance, Training, Leadership, Strategy, Sales, Financial Analysis, Entrepreneurship, Management, Banking, Portfolio Management, Underwriting, Credit Analysis, Commercial Lending, Consumer Lending, FHA, VA loans, Residential Mortgages, Small Business Lending
Education
University of Missouri-Kansas City
MPA, Public Adminstration
Wichita State University
BBA, Marketing Major
Gorman Capital Strategies LLC 2004 - Present
Alliance of M&A Advisors_The Mid Market Alliance, LLC January 2014 - January 2015
City National Bank January 2011 - March 2013
Hunter Wise Financial Group, LLC December 2009 - January 2011
Merrill Lynch March 2003 - March 2004
Moody's Investors Service April 2001 - March 2003
Société Générale 1996 - 2000
The Bank of New York 1994 - 1996
Barclays Capital April 1986 - March 1994
Metrobank N.A. April 1983 - March 1986
Skills
Investment Banking, Valuation, High Yield, Corporate Finance, Private Equity, Mergers, Equities, Capital Markets, Structured Finance, Financial Modeling, Due Diligence, Credit Analysis, Investments, Financial Structuring, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Finance, Derivatives, Fixed Income, Banking, Credit Risk, Venture Capital, Credit, Leveraged Finance, Commercial Banking, Loans, Structured Products, Securities, Bonds, Project Finance, Commercial Lending, Trading, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Asset Based Lending, IPO, Treasury Management, Syndications
Education
University of Southern California - Marshall School of Business 1985 — 1988
MBA, Corporate Finance
University of Southern California 1975 — 1979
Bachelor of Arts (B.A) History & Economics, Banking, Corporate, Finance, and Securities Law
Westlake Financial Services June 2013 - Present
City National Bank September 2012 - May 2013
City National Bank May 2012 - August 2012
Skills
Financial Modeling, Credit Risk, Financial Analysis, Portfolio Management, Statistical Modeling, Options, VBA, Investment Banking, Quantitative Analysis, Bloomberg, Credit Analysis, Equity Research, Risk Modeling, Investments, Swaps, Java, Matlab, SAS, Reuters, SQL, R, Tableau, Weka, Scorecard, Predictive Modeling, Python, Machine Learning, Data Mining, Time Series Analysis, BIRT, C, C++, Foreign Exchange, Corporate Finance, Accounting, Technical Analysis, Interest Rate Risk..., Option Pricing Models, Business Valuation, DCF Valuation, Derivatives, Forwards, Stochastic Calculus, Access, Unix, LaTeX, Decision Trees, CART, CHAID, PCA
Education
University of Southern California 2011 — 2013
Master's Degree, Financial Engineering
University of Waterloo 2005 — 2009
Bachelor of Mathematics (B.Math.), Statistics, Applied Mathematics Minor
Stella & Dot September 2014 - Present
City National Bank 2011 - 2014
Bank of America 2008 - 2009
Bank of America August 2004 - July 2007
Bank of America 2003 - 2004
Bank of America 2002 - 2003
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Loans, Credit, Mortgage Lending, Retail Banking, Banking, Credit Analysis, Commercial Lending, Series 63, Cash Management, Relationship Management, Cross Selling, Deposits, Treasury Management, Series 6, Lines Of Credit, Leadership, Portfolio Management, Credit Cards, Financial Services, CRM, Strategy, Mortgage Banking, SBA, Loan Origination, Asset Based Lending, Finance, Commercial Mortgages, Branch Management
Education
University of Phoenix 2006 — 2010
BS, Business Management
Livermore High School
The Black Sheep February 2015 - Present
University of Michigan October 2013 - Present
City National Bank May 2015 - Present
Autism Spectrum Therapies June 2012 - August 2014
University of Michigan October 2013 - May 2014
Skills
Leadership, Time Management, Teamwork, Microsoft Excel, Problem Solving, Project Management, Microsoft Word, Management, Customer Service, Research, Social Media, PowerPoint
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2018
Bachelor of Business Administration (BBA)
University of Michigan 2013 — 2017
Calabasas High School 2010 — 2013
High School, 4.2 GPA
Dev Bootcamp May 2015 - September 2015
City National Bank February 2014 - January 2015
Accend Energy December 2012 - December 2013
Aventis Asset Management June 2012 - August 2012
USA Trading January 2011 - May 2012
Stark & Company Managed Futures Research May 2010 - December 2010
Education
University of San Diego
B.A. Degree, Business Administration
City National Bank July 2015 - Present
Bank of America October 2014 - May 2015
Bank of America February 2012 - September 2014
Bank of America January 2010 - September 2012
Bank of America January 2006 - January 2010
Bank of America January 2003 - January 2006
Bank of America October 1996 - January 2003
Skills
Finance, Mortgage Lending, Customer Service, Foreclosures, Auditing, Social Media, Investigation, Financial Analysis, Business Analysis, Short Sales, Team Management, Risk Management, Banking, Credit, Loans
Education
University of Phoenix 2008 — 2013
Bachelor’s Degree, Business Administration and Management, General, 3.50
Hargrave & Hargrave An Accountancy Corporation October 2012 - Present
Walden Family Services October 2008 - June 2011
Pictage, Inc. October 2007 - February 2008
City National Bank November 2006 - August 2007
RBC Capital Markets December 2001 - August 2006
Candle Corporation March 2000 - December 2001
Mattel June 1998 - March 2000
Skills
Organization, Microsoft Office, Administration, Research, Administrative Support, Event Management, Inventory Management, Policy, Billing, Customer Service, PowerPoint, Word, Excel, Customer Relations, Negotiation, Access, Outlook, Event Planning, Writing, Editing, Problem Solving, Team Building, Windows, Social Media, Strategic Planning, Team Leadership, Budgeting, Advertising, Public Relations, Employee Relations, Process Improvement, Contract Management, Fundraising, Lotus Notes, Online Marketing, Social Media Marketing, Vendor Relations, Compliance, Coaching, Marketing Strategy, Planning, Analysis, Account Management, Administrative..., Budgets, Social Networking, Microsoft Word, Training, Microsoft Excel, Data Entry
Education
University of Phoenix 2005 — 2007
Masters of Business Administration, Marketing, 3.49
University of Phoenix 1998 — 2002
BS/BM, Business Management, 3.74
City National Bank March 2015 - Present
Beitler Commercial Realty Services February 2013 - March 2015
JINGHOPE Holdings Pte. LTD. May 2012 - September 2012
Skills
Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Corporate Finance, Financial Analysis, Construction Loans, Commercial Mortgages, Real Estate Sales..., Construction Management, Project Planning, CoStar, QuickBooks, Sage CRM, Multiple Listing Service, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Outlook, Microsoft Access, AutoCAD, Adobe Acrobat, Revit, ARGUS, Primavera P6, WinEst, Real Estate Development
Education
University of Southern California 2011 — 2013
Master's Degree, Master of Construction Management with emphasis in Real Estate Finance
Westlake Financial Services September 2013 - Present
Westlake Financial Services December 2011 - Present
Valley Oaks Orthopedic January 2011 - November 2011
Bank of America, Investor Accounting August 2010 - January 2011
City National Bank June 2008 - May 2010
US Trust, Bank of America, Private Wealth Management January 2007 - June 2008
Mammoth Collections May 2006 - January 2007
Skills
Credit Analysis, Accounts Payable, Loans, Credit, Team Leadership, Portfolio Management, Professional..., Passion for Success, Financial Analysis, Marketing, Customer Service, Customer Retention, Financial Services, CRM, Finance, Sales Management, Risk Management, Sales, Management, Credit Risk, Leadership, Analysis, New Business Development, Underwriting, Banking, Relationship Management, Financial Risk, Investments, Loan Origination, Equities, Time Management, Funding, Customer Satisfaction, Bloomberg, Training, Sales Operations, Networking, Asset Management, Consumer Lending, Call Centers, Process Improvement, Strategic Financial..., Auditing, Negotiation, Loan Servicing, Business Relationship..., Teamwork, Business Strategy, Loss Mitigation, Account Management
Education
University of Phoenix 2008 — 2012
Bachelors, Business Finance
Citizens Business Bank September 2007 - Present
City National Bank June 2006 - September 2007
Community Bank January 2000 - June 2006
California United Bank` 1996 - 1999
First Financial Federal Credit Union 1990 - 1996
Skills
Commercial Lending, Commercial Banking, Loans, Lines Of Credit, SBA, Commercial Mortgages, Asset Based Lending, Cash Management, Portfolio Management, Mortgage Banking, Asset, Management, Relationship Management, Core Banking, Real Estate, Investments, Wealth Management, Financial Structuring, Middle Market, Construction Loans, Investment Banking, Risk Management, Credit Cards, Credit Risk, Financial Analysis, Financial Risk, Business Development, Finance, Financial Services, Payments, Branch Management, Deposits, Retirement Planning, Asset Management, Financial Modeling, Small Business, Funding, Refinance, Cross Selling, Corporate Finance, Commercial Real Estate, Real Estate Economics, Private Banking, Strategic Financial..., Financial Planning
Education
University of Phoenix 1995 — 2000
BA, Business Management
City National Bank March 2015 - Present
BankUnited August 2011 - February 2015
The Greater Fort Lauderdale Alliance 2012 - 2014
Fort Lauderdale Chamber of Commerce 2009 - 2014
Bank of America March 2008 - September 2011
Bank of America January 2008 - August 2011
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Underwriting, Credit, Asset Based Lending, Commercial Mortgages, Financial Analysis, Consumer Lending, Portfolio Management, Banking, Mergers, Real Estate, Loan Origination, Lines Of Credit, Treasury Management, Mortgage Lending, Risk Management, Cash Management, Deposits, Investments, Retail Banking, Branch Management, Due Diligence
Education
University of South Florida
B.A., Psychology
Virginia Tech
MBA, Finance
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morpheus Capital June 2013 - August 2013
City National Bank June 2012 - August 2012
JPL (NASA's Jet Propulsion Laboratory) June 2011 - August 2011
UCLA June 2010 - August 2010
Skills
Computer Science, Linguistics, Investments, Financial Modeling, Microsoft Excel, Entrepreneurship, PowerPoint, Due Diligence, Microsoft Word, Microsoft Office, Budgets, Research, Customer Service, Analysis, Finance, Market Research, Data Analysis, Management, Start-ups
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's Degree, Accounting and Finance
Hollywood High School - School for Advanced Studies 2009 — 2011
High School
CHAMPS School 2008 — 2009
High School
Richelieu Liceum 2006 — 2008
Bank of Nevada August 2011 - Present
City National Bank March 2007 - July 2009
Businss Bank of NV January 2000 - March 2007
Skills
Commercial Lending, Small Business Lending, Commercial Banking
Education
UNLV
City National Bank October 2004 - Present
YMCA of Metropolitan Los Angeles 2007 - 2010
Wachovia January 2003 - October 2004
Key Bank January 1997 - January 2000
First Interstate Bank January 1991 - June 1996
Sunbelt Federal Savings and Loan January 1990 - January 1994
Office of the Comptroller of the Currency October 1984 - June 1990
Skills
Risk Management, Credit, Banking, Financial Risk, Credit Risk, Financial Services, Auditing, Leadership, Treasury Management, Operational Risk, Loans, Commercial Banking, Investments, Enterprise Risk..., Credit Analysis, Commercial Lending, Portfolio Management, Executive Management
Education
University of Oklahoma 1979 — 1983
GEM Home Bakery December 2012 - Present
Trinity Missionary Baptist Church and DFC Performing Arts Camp June 2014 - October 2014
TGI Friday S 263 June 2011 - August 2013
Specmo Enterprises May 2012 - June 2013
IHOP June 2008 - January 2012
Loyola University Chicago August 2010 - May 2011
City National Bank August 2005 - August 2006
Education
Vocal Performance Dillard University
Bachelor of Arts
University of Michigan
Master of Arts, Arts Administration
University of Oklahoma August 2014 - Present
City National Bank October 2013 - July 2014
maurices January 2013 - October 2013
Skills
Microsoft Office, Adobe Creative Suite, Graphic Design, Technical Writing, Marketing Communications, Communication, Internal Communications, Communication Skills, Organizational..., Organizational Design, Organization, Marketing, Marketing Strategy, Social Media Marketing, Promotions, Journalism
Education
University of Science and Arts of Oklahoma 2010 — 2014
Bachelor of Arts (B.A.), Communication
BGSI Financial March 2014 - Present
City National Bank November 2012 - February 2014
JPMorgan Chase June 2010 - October 2012
Citi October 2007 - April 2010
Wells Fargo May 2005 - October 2007
Union Bank March 2003 - April 2005
Skills
Credit, Commercial Lending, Cash Flow, Sales Management, Marketing Strategy, Portfolio Management, Cash Management, Business Management, Loan Origination, Underwriting, Management, Quickbooks Pro Certified, Small Business Lending, Asset Based Lending, Business Development, Credit Analysis, SBA Lending, Consumer Lending, Corporate Finance, Risk Assessment, Financial Risk..., Financial Analysis, SBA, Banking, Investments, Loans, Finance, Commercial Mortgages, Commercial Banking
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
City National Bank August 2014 - Present
O'Neill & Company, Inc. September 2005 - August 2014
City National Bank March 2008 - June 2010
Valuate, Inc. July 2007 - February 2008
Lubawy & Associates March 2004 - June 2007
Skills
Real Estate, Disposition, Valuation, Real Estate Economics, Brokerage, Real Estate Financing, REO, Real Estate Transactions, Investment Properties, Real Estate Development, Apartments, Shopping Centers, Property Management, Short Sales, Commercial Real Estate, Property, Dispositions
Education
University of Phoenix 2004 — 2007
MBA, Business
University of Nevada-Las Vegas 1998 — 2003
BSBA, Accounting
Silicon Valley Bank July 2015 - Present
City National Bank April 2014 - July 2015
Silicon Valley Bank February 2010 - March 2014
Silicon Valley Bank February 2008 - February 2010
Silicon Valley Bank February 2007 - February 2008
Skills
Portfolio Management, Investments, Banking, Commercial Banking, CRM, Relationship Management, Commercial Lending, Credit Analysis, Credit, Cash Management, Finance
Education
University of New Hampshire
Bachelor of Arts, Psychology
Detectent 2012 - Present
Heartstone Capital Management, Inc. January 2012 - 2014
NBS July 2005 - April 2011
City National Bank December 1999 - April 2005
Skills
Data Analysis, Investments, Equities, Equity Research, Finance, Analysis, Financial Modeling, Mutual Funds
Education
University of Maine 1991 — 1994
BS, Economics, Political Science
John Bapst Memorial High School 1987 — 1990
Axianta Financial Partners, Inc. 2012 - 2013
Walker & Zanger September 2011 - September 2012
Bank of America July 2008 - July 2011
Countrywide Financial October 2006 - July 2008
Los Angeles County Metropolitan Transportation Authority 2005 - 2006
Warner Music Group 1998 - 2004
UCLA Health 1993 - 1997
Williams Television Time, Inc. 1992 - 1993
City National Bank 1991 - 1992
Skills
Budgets, Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Financial Reporting, Strategic Planning, PowerPoint, Outlook, Auditing, Financial Accounting, Accounts Payable, Internal Controls
Education
University of the Philippines
Master of Business Administration (MBA), Accounting and Finance
University of Santo Tomas
B.S.C., Accounting, Cum Laude
City National Bank April 2012 - Present
Morgan Stanley Wealth Management April 2012 - Present
National Honor Society August 2010 - Present
Mu Alpha Theta August 2010 - Present
Miami Fitness Connection January 2009 - Present
Country Day School August 2010 - May 2012
Southern Wine & Spirits July 2008 - August 2010
Skills
Asset Managment, Commercial Real Estate, Residential Homes, PowerPoint, Microsoft Office, Beverage Industry, Microsoft Excel, Supply Chain Management, Warehouse Management, Food & Beverage, Marketing Management, Risk Assessment, Time Management, Real Estate
Education
Miami Country Day School 2008 — 2012
High School Diploma
University of Miami - School of Business
Bachelor of Business Administration (BBA), Real Estate and Business, Management, Marketing, and Related Support Services
TigerText September 2014 - Present
SolarWorld USA August 2011 - August 2014
Ogilvy & Mather June 2007 - August 2011
Mira Outdoor Media May 2003 - July 2007
City National Bank July 1999 - May 2003
OgilvyOne January 1997 - July 1999
Skills
Digital Marketing, Digital Strategy, Marketing Communications, Advertising, Interactive Marketing, Marketing Strategy, Social Media Marketing, Online Advertising, Direct Marketing, Integrated Marketing, SEM, Social Media, New Business Development, Relationship Marketing, Strategy, Online Marketing, SEO, Email Marketing, B2B, Brand Awareness, Media Planning, Direct Mail, Content Strategy, Website Development, E-commerce, Brand Management, Account Management, Marketing, PPC, Web Analytics, Lead Generation, Mobile Marketing
Education
University of Southern California 1989 — 1993
Bachelors of Science, Marketing and Business Communications
EchoSat, Inc. July 2007 - Present
EchoSat Communications Group 2007 - Present
Tower Communications Group, Inc. 2007 - Present
City National Bank March 2001 - April 2006
United States Marine Corps 1993 - 1997
USMC 1993 - 1997
Skills
Process Improvement, Network Security, Troubleshooting, SDLC, Disaster Recovery, Security, Vendor Management, Networking, Requirements Analysis, Business Analysis, Active Directory, Software Documentation, PCI DSS, Windows, IT Management, Electronic Payments, Payment Systems, Project Management, Integration, Debit Cards, Payment Card Processing, System Administration, Visio, Mobile Payments, SharePoint
Education
University of Phoenix 1997 — 2001
Bachelor of Science in Business Information Systems, Information System Architecture, Programming, Planning, and General Studies
City National Bank August 2014 - Present
City National Bank June 2013 - August 2014
City National Bank June 2012 - September 2012
Skills
Portfolio Management, Asset Managment, Wealth Management, Equities, Investments, Financial Analysis, Financial Modeling, Corporate Finance, Asset Management, Sales, Finance, Credit, Real Estate, Analysis, Banking, Loans
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Business - Finance, Minor - Economics
Universitat Autonoma de Barcelona 2011 — 2011
Junior, Studied International Marketing Strategies, International Finance, and Spanish
NextEra Energy, Inc. September 2015 - Present
Randstad January 2012 - Present
City National Bank December 2014 - September 2015
Ultimate Software January 2014 - February 2014
TriNet October 2011 - January 2012
Vitas Healthcare August 2010 - October 2011
JM Family Enterprises 2004 - 2010
AOL 2001 - 2004
Thomas & Betts 1999 - 2002
Anne Arundel County Utilities 1983 - 1999
Skills
Strategic Alliances, Business Intelligence, Cognos, Data Warehousing, Microsoft SQL Server, ETL, Dashboard, Management, Strategic Planning, Business Analysis, SDLC, SharePoint, Process Improvement, Visio, SQL, Requirements Analysis, Data Modeling, Business Objects, SSIS, SSRS, Software Project..., OLAP, DB2
Education
Loyola College of Baltimore 1988 — 1990
MBA, Business Admin
University of Maryland University College 1983 — 1985
Bachelor's degree, Business Administration and Management, General
Internet Brands August 2014 - Present
Sempra Energy June 2011 - September 2014
LAUSD April 2011 - June 2011
Herbalife February 2011 - March 2011
DIRECTV September 2010 - February 2011
City National Bank December 2008 - March 2010
LAUSD April 2004 - February 2008
Skills
CSS, JavaScript, HTML, PHP, XML, PERL, MS Office, MS Project, Oracle 10g, Oracle Portal, C, Mac OS X, Web Development, Windows, VBScript, VMware, CMS, ESP, jQuery, Agile Methodologies, Visio, Oracle, AJAX, SDLC
Education
University of Phoenix 2009 — 2011
MBA/TM, Business Administration / Technology Management
University of Phoenix 2003 — 2006
BSIT, Information Technology
City National Bank July 2001 - Present
Southern California Edison 1998 - 2001
Kaiser Permanente Hospitals 1992 - 1997
First Interstate Bank 1987 - 1992
US Navy 1977 - 1986
Skills
Disaster Recovery, Risk Management, Business Continuity, Financial Analysis, Banking, Enterprise Risk..., Risk Assessment, Vendor Management, Governance, Program Management, Project Management, Information Technology
Education
University of Southern California 1983 — 1986
MSSM, Systems Mangement
University of Southern California - Marshall School of Business 1973 — 1977
BS, Finance
City National Bank May 2015 - Present
Bank of America Merrill Lynch January 2011 - May 2015
Bank of America July 2008 - January 2011
Bank of America January 2006 - July 2008
Bank of America September 2000 - January 2006
Elite Flooring, Inc January 1998 - February 2000
Skills
Leadership, Commercial Banking, Small Business Lending, Sales, Loans, Finance, Customer Service, New Business Development, Management, Asset Management, Retail, Entrepreneurship, Portfolio Management, Analysis, Banking, Financial Services, Credit, Mortgage Lending
Education
University of North Carolina at Wilmington 1993 — 1997
Bachelor of Science, Mathematics
City National Bank November 2010 - Present
Gibraltar Private Bank & Trust January 2007 - October 2010
Gibraltar Private Bank & Trust January 2007 - June 2009
Union State Bank March 2006 - January 2007
Union State Bank July 2005 - March 2006
Union State Bank August 2004 - July 2005
Skills
Customer Relations, Banking, Customer Service, Documentation, Word, Excel, Microsoft Office, Commercial Banking, Microsoft Excel, Retail Banking, Social Media, Training
Education
University of Rochester 2000 — 2004
BA, Psychology
Metropolitan Water District of Southern California 2003 - Present
Fidelity National 2003 - 2003
City National Bank 2002 - 2003
United Cakifornia Bank 2000 - 2002
Bank of the West 1996 - 2002
Sanwa Bank 1996 - 2000
Bank of America 1977 - 1995
Security Pacific Bank 1977 - 1991
Security Pacific Automation Company 1977 - 1991
Education
University of Missouri-Kansas City 1971 — 1973
University of Missouri-Kansas City 1970 — 1973
BA
CDC - Control Data
BA
Prudential Financial March 2015 - Present
Keller Williams First Coast Realty September 2008 - June 2015
Real Estate Accounting Services May 2011 - May 2015
Coldwell Banker Real Estate December 2003 - January 2008
City National Bank November 2000 - September 2003
Universal Pictures January 2000 - November 2000
Technicolor December 1999 - November 2000
Aetna June 1995 - December 1999
American Insurance Group August 1994 - June 1995
Skills
Financial Markets, Licensed to Sell..., Series 6, Financial Services, Real Estate, Short Sales, REO, Relocation, Single Family Homes, Investors, Foreclosures, Negotiation, Project Management, Real Property, Asset Management, Accounting Management, Accounting Applications, Business Analysis, Tax Preparation, Investment Properties, Sales, Financial Analysis, Communication, Financial Statements
Education
University of North Florida - College of Business Administration 1994 — 1995
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
University of North Florida - College of Business Administration 1990 — 1994
Bachelor of Business Administration (BBA), Accounting, 3.4
CBS Corporation July 2015 - Present
City National Bank June 2005 - July 2015
UCLA HR Management Certificate Program May 2009 - June 2015
Education
University of Arizona - College of Law
J.D.
University of Pennsylvania
B.A. cum laude
UCLA
Certificate in Human Resources Management
The Groton School
H.S. Diploma Cum Laude
Crackle July 2015 - Present
Crackle August 2014 - Present
Crackle November 2011 - Present
City National Bank January 2010 - November 2011
EncoreAds August 2009 - January 2010
The Recording Academy August 2009 - August 2009
MySpace June 2008 - June 2009
Neudesic September 2007 - June 2008
Word & Brown 2007 - 2008
Avanade March 2006 - August 2007
Skills
JavaScript, Microsoft SQL Server, Object Oriented Design, AJAX, C#, ASP.NET, VB.NET, Software Development, Web Services, SQL, WCF, jQuery, TFS, SharePoint, Agile Methodologies, Design Patterns, Databases, Visual Studio, WinForms, BizTalk, html5, d3.js, Windows Azure, SQL Azure, Freewheel, Xbox 360, Xbox One, ASP.NET MVC, T-SQL, Programming, Scrum, SOA, SSRS, JSON, .NET, REST, Microsoft Office..., IIS, Silverlight, Web Applications, Database Design, LINQ, XML, SOAP, ADO.NET, Test Driven Development, Entity Framework, Web Development, Enterprise Architecture, CSS
Education
University of Missouri-Kansas City 2000 — 2002
MS, Computer Science
University of Missouri-Kansas City 1998 — 2000
BS, Computer Science
Fox Interactive Media November 2006 - February 2009
City National Bank February 2006 - November 2006
Skechers August 2005 - January 2006
Skills
Social Media, Digital Media, Management, Analytics, Social Media Marketing, Social Networking, Web Analytics, PowerPoint
Education
University of Southern California 2003 — 2005
W Managment October 2010 - Present
W Business Management May 2004 - October 2010
City National Bank December 1999 - April 2004
Skills
Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Business Development, Business Planning, Business Strategy, Contract Negotiation, Entertainment, Entrepreneurship, Financial Statements, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Operations Management, Payroll, Start-ups, Strategic Planning, Strategy, Team Building, Team Leadership, Banking, Outlook
Education
University of Southern California 1987 — 1992
City National Bank April 2010 - December 2012
Kforce Technology Staffing October 2008 - February 2010
Kforce October 2008 - February 2010
Ajilon Finance June 2007 - September 2008
E&J Gallo Winery 2005 - 2007
Nordstrom June 2001 - December 2003
Skills
Treasury Management, Business Development, Recruiting, Wealth Management, Small Business, Commercial Real Estate, Account Management, Banking, Training, CRM, Sales, Sourcing, Management, Talent Management, Interviews, Human Resources, Applicant Tracking..., Finance
Education
University of Oregon 1998 — 2002
Bachelor of Science (B.S.)
Lake Oswego High School 1994 — 1998
Retired Banker as of 10-3-12 September 2012 - Present
City National Bank September 2010 - September 2012
North Las Vegas Chamber of Commerce 2010 - 2012
Irwin Union Bank October 2000 - September 2010
Bank of America October 1987 - October 2000
Pioneer Citizens Bank July 1981 - September 1987
Skills
Banking, Cash Management, Small Business Lending, Commercial Banking, Loans, Commercial Lending, Credit, Credit Analysis, Mortgage Lending, Commercial Mortgages, Portfolio Management, Underwriting, Retail Banking, Lines Of Credit, Treasury Management, Financial Analysis, Risk Management, Investments, Executive Management, Strategic Planning, Investment Properties, Real Estate
Education
University of Nevada-Las Vegas 1981 — 1985
Business, Banking & Finance
Hackensack High School 1975 — 1979
Business / Management
American Institute of Banking
Banking / Finance
Previously Series 6/63 Licensed
City National Bank July 2008 - Present
Calyon Corporate and Investment Bank January 2004 - June 2008
Credit Lyonnais Americas November 1991 - December 2003
Skills
Capital Markets, Asset Based Lending, Commercial Banking, Credit, Credit Analysis, Credit Risk, Financial Structuring, Financial Modeling, Portfolio Management, Structured Finance
Education
University of Southern California 2007 — 2009
MBA
EnviroWaste Services Group 2008 - Present
City National Bank 1988 - 2008
city national bank 1988 - 2008
Village of Virginia Gardens 2000 - 2005
Skills
Loans, Customer Service, Banking, Infrastructure, Commercial Banking, Strategic Planning, Retail Banking, Risk Management, Program Management, Project Planning, Microsoft Office, Disaster Recovery, SaaS, Leadership, Process Improvement, Management, Vendor Management, Project Management, Team Building, Security, Analysis, Business Analysis, Team Leadership, Government, Business Intelligence, IT Management, Change Management, Operations Management, Integration, Policy, Strategy, Business Strategy, Budgets, IT Strategy
Education
University of Miami 2001 — 2003
Master of Science (MS)
Zions Bank October 2007 - Present
City National Bank October 2003 - September 2007
Bank of America 1988 - 2001
Skills
Commercial Mortgages
Education
University of Nevada Las Vegas Lee Business School 1984 — 1988
University of Nevada Las Vegas Lee Business School
MBA
Transamerica 2011 - Present
Community Bank Advisors Group January 2011 - 2012
Nevada State Bank 2008 - November 2010
City National Bank April 2003 - June 2008
Oakley International 2000 - 2003 April 2000 - April 2003
Jenny Craig April 1998 - April 2000
Affinity Group, Inc. 1994 - 1998
San Diego Convention Center 1990 - 1993
Skills
Marketing, New Business Development, Analytics, Email Marketing, Direct Marketing, Strategy, Segmentation, CRM, Lead Generation, Database Marketing, Strategic Planning, Start-ups, Webinars, Business Development, Online Marketing, Sales Operations, Marketing Strategy, Integrated Marketing, Strategic Partnerships, Management, Online Advertising, Product Development, SEM, Retail, Digital Marketing, Sales, Market Planning, Customer Retention, Product Management, Brand Development, Customer Acquisition, Salesforce.com, Advertising, Social Media Marketing, Multi-channel Marketing, SEO, Marketing Communications, Marketing Management
Education
University of San Diego 1996 — 1998
MBA
University of Massachusetts Boston
BS, Economics
First Independent Bank November 2011 - Present
Stone Mediation Services October 2010 - Present
Office of the Governor - Nevada State Office of Energy June 2011 - October 2011
City National Bank October 2001 - November 2010
Wells Fargo Bank April 1998 - May 2001
Comstock Bank 1998 - 1999
First Interstate Bank August 1990 - May 1995
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Underwriting, Investments, Commercial Mortgages, Risk Management, Small Business Lending, Credit, Financial Structuring, Credit Analysis, Finance, Commercial Real Estate, Portfolio Management, Consumer Lending, Financial Analysis, Treasury Management, SBA, Wealth Management, Real Estate Economics, Insurance, Mediation, Real Estate, Credit Risk, Sales, Strategic Financial..., Financial Services, Due Diligence, Retail Banking, Relationship Management, Loan Origination, Asset Management, Restructuring, Mergers & Acquisitions, Strategy, Cash Management, Management, Business Planning
Education
Risk Management Association (RMA) University 2013 — 2013
Certificate, Lending to Municipalities
DEOMI 2011 — 2011
Certificate, Mediation
University of Nevada Reno 2010 — 2010
Certificate, Mediation
American Bankers Association 1995 — 1996
ABA Gradudate Commercial Lending, Banking
University of Nevada-Reno 1983 — 1988
BS, Finance, English
Reno High
High School Diploma, College Preparatory
Pathways LA January 2014 - Present
Wells Fargo Bank July 2006 - Present
City National Bank June 2000 - July 2006
Union Bank of California 1991 - 1998
Skills
Commercial Lending, Asset Based Lending, Commercial Banking, Portfolio Management, Credit Analysis, Loans, Banking, Leadership, Small Business Lending, Credit, Middle Market, Financial Analysis, Underwriting
Education
University of Southern California 1986 — 1991
BS, Business
Bank of Marin October 2014 - Present
Norwegian Club of San Francisco January 2014 - September 2015
Pivot Learning Partners February 2011 - September 2015
City National Bank April 2012 - October 2014
Norway Day Festival September 2011 - December 2013
City National Bank March 2002 - March 2012
US Bank March 2001 - January 2002
Skills
Non-profits, Entertainment, Professional Services, Banking, Finance, Relationship Management, Sales, Financial Services, Strategic Planning, Music Production, Management, Wealth Management, Marketing, Loans, Small Business, Strategic Financial..., Nonprofits, Real Estate, Investments, Start-ups, Strategy, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Executive Management, Credit
Education
University of Minnesota-Twin Cities 1999 — 2002
BSS, Music, Business
McNally Smith School of Music 1999 — 2002
AAS Degree, Music
C.H. Robinson January 2014 - Present
C.H. Robinson Worldwide, Inc. June 2012 - Present
C.H. Robinson Worldwide, Inc. April 2011 - Present
C.H. Robinson Worldwide, Inc. March 2007 - April 2011
Jostens December 2002 - March 2007
City National Bank May 1999 - November 2001
Skills
Employee Relations, Talent Management, Human Resources, Deferred Compensation, Interviews, Employee Benefits, Onboarding, Performance Management, Recruiting, Leadership, Organizational Design, Succession Planning, Talent Acquisition, Employee Engagement, Workforce Planning, Consulting, Organizational..., FMLA, Organizational..., Leadership Development, HR Consulting, HR Policies, Labor Relations, Career Development, Employment Law, Employee Training, Hiring, Training, Coaching, Change Management, Team Building, Strategy, Benefits Administration, Personnel Management, Temporary Placement, HRIS, Performance Improvement, Job Descriptions, Workers Compensation, New Hire Orientations, Staff Development
Education
University of Minnesota-Twin Cities 1995 — 1998
B.A., Sociology
University of Wisconsin-La Crosse 1994 — 1995
Wayzata
City National Bank October 1989 - Present
United Mercantile Bank and Trust Co. January 1985 - October 1989
Central Bank of Oakland October 1981 - December 1984
Wells Fargo Bank January 1978 - October 1981
Skills
Process Improvement, Business Analysis, Documentation, Wealth Management, Banking, Data Analysis, Data Management, Application Design, Requirements Management, Change Management, Software Documentation, Financial Risk, New Business Development, Project Management, Analysis, Financial Services, Training, Software Design, Investments, Business Development, Management, Mergers & Acquisitions, Strategic Planning, Risk Management, Budgets
Education
University of Massachusetts, Amherst 1974 — 1976
BA, Education
Philadelphia College of Art 1972 — 1974
Undergraduate Studies
City National Bank August 2005 - Present
Wells Fargo Bank April 2000 - August 2005
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Mortgage Lending, Banking, Small Business Lending, Credit
Education
University of Redlands 2009 — 2012
MBA, Business Finance
University of Phoenix
California Bank & Trust May 2013 - Present
City National Bank October 2007 - May 2013
Picasso Countertop and Cabinet March 2007 - September 2007
San Diego National Bank July 2003 - March 2007
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Banking, Loans, Credit, Commercial Lending
Education
University of Phoenix
Bachelor of Business Management
City National Bank February 2000 - Present
Union Bank 1996 - 2000
Bank of California 1990 - 1996
Skills
Private Banking, Commercial Banking, Commercial Lending, Mortgage Lending, Wealth Management, Credit Risk, Credit Analysis, Financial Analysis, New Business Development, Cash Management, High Net Worth..., Law Firms, Healthcare Banking, Relationship Management
Education
University of San Francisco
MBA, Finance
University of San Francisco
BS, Marketing
CommerceWest Bank July 2015 - Present
CommerceWest Bank September 2013 - June 2015
City National Bank June 1999 - July 2013
Santa Monica Bank September 1993 - June 1999
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Credit, Lines Of Credit, Asset Based Lending, Middle Market, Negotiation, Cash Flow, Credit Risk, Treasury Management, Commercial Mortgages, SBA, Financial Analysis, Portfolio Management
Education
University of Southern California 1969 — 1971
Master's degree, Economics
University of Pittsburgh 1965 — 1969
Bachelor's degree, Economics
Market Line Associates August 1999 - Present
First Commerce Corporation 1983 - 1998
City National Bank September 1986 - November 1990
Skills
Banking, Financial Modeling, Funds Transfer Pricing, Financial Analysis, Activity Based Costing, Treasury Management, Business Intelligence, Risk Management, Loans, Forecasting, Strategic Planning, Managerial Finance, Retail Banking, Business Analysis, Analytics, Microsoft Excel, Acquisition Integration
Education
University of New Orleans 1976 — 1980
Bachelor of Applied Science (BASc), Accounting
City National Bank November 2008 - Present
Washington Mutual November 2006 - November 2008
Citibank June 2004 - November 2006
Skills
Small Business Lending, Credit Risk, Portfolio Management, Asset Based Lending, Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Cards, Cross Selling, Financial Risk, Financial Services, Lines Of Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Private Banking, Relationship Management, Retail Banking, Risk Management, Sales, Treasury Management, Underwriting, Wealth Management
Education
University of New Hampshire 1976 — 1980
BA, History
City National Bank April 2007 - Present
US Trust 1999 - 2007
Union Bank 1988 - 1999
BofA 1983 - 1987
Skills
High Net Worth..., Investment Management, Asset Allocation, Retirement Planning, Estate Planning, Wealth Management, Asset Managment, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Series 7, Wealth Management..., Alternative Investments, Mutual Funds, Private Banking, Trust Services, Securities, Series 63
Education
University of Southern California 1981 — 1983
B.S., Business Administration - Finance
Loara 1976 — 1978
Nowcom September 2013 - Present
City National Bank November 2012 - September 2013
Wells Capital Management January 2012 - November 2012
City of Burbank April 2009 - August 2010
Infosys December 2003 - December 2008
Skills
XML, Software Project..., .NET, Unix, Microsoft SQL Server, SQL, Requirements Analysis, SDLC, Oracle, Business Analysis, Requirements Gathering, Software Development, Unix Shell Scripting, C#, Testing
Education
University of Mumbai 2000 — 2003
BE, Electronics
Automotive Systems Group, Inc. Managed all phases of operations of an imported automotive parts company, finance, personnel, warehousing, distribution, import/export, sales/marketing, promotion, and product branding.Senior CounselMcCollum and Bunch, Law Offices1981 - 2011
Guaranty of California April 1900 - December 1900
City National Bank 1900 - 1900
Skills
Litigation, Mergers, Insurance, Environmental Awareness, Strategy, Negotiation, Contract Negotiation, Due Diligence, Restructuring, Corporate Law, Corporate Governance, Employment Law, Mergers & Acquisitions
Education
California State University-San Diego
Bachelor of Arts (B.A.), Economics
University of San Diego School of Law
Doctor of Law (J.D.)
City National Bank September 2015 - Present
City National Bank July 2014 - September 2015
City National Bank January 2013 - July 2014
TCF Bank January 2008 - November 2012
Washtenaw County January 2010 - August 2011
McKean County Children Services June 2006 - July 2007
Skills
Customer Service, Supervisory Skills, Physical Security, Data Entry, Time Management, Microsoft Office, PowerPoint, Security Management, Microsoft Excel, Policy, Leadership, Microsoft Word, Outlook, Critical Thinking, Enforcement, Banking, Management, Sales, Credit
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Criminal Justice
Cameron County Jr Sr High School
High School Diploma
City National Bank March 2007 - Present
First Republic Bank January 2006 - February 2007
Wells Fargo Bank September 1991 - January 2006
Skills
Treasury Management, Cash Management, Banking, Commercial Banking, Internet Banking, Retail Banking, Relationship Management, Credit Cards, Financial Services, Risk Management, Electronic Payments, Payments, ACH
Education
University of Phoenix
Business Administration
Wells Fargo Bank July 2014 - Present
Bank of the West April 2002 - June 2014
Community Banks of Colorado, a Division of NBH Bank, N.A. August 1998 - April 2002
City National Bank 1995 - 1998
Skills
Commercial Lending, Commercial Banking, Credit, Loans, Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Loan Origination, Portfolio Management, Lines Of Credit, Retail Banking
Education
University of San Diego 1980 — 1982
MBA, Business
Washington University in St. Louis 1968 — 1972
Bachelor's degree, Business Administration and Management, General
City National Bank February 2000 - Present
Education
University of San Francisco
BS, Marketing
University of San Francisco
MBA, Finance
City National Bank April 2015 - Present
Mechanics Bank April 2014 - April 2015
Mechanics Bank May 2013 - May 2014
Mechanics Bank December 2011 - May 2013
California Olive Ranch August 2009 - September 2011
Skills
Financial Analysis, Banking, Strategic Planning, Customer Service, Sales, Marketing, Microsoft Office, Leadership, New Business Development, Finance, Commercial Banking, Small Business Lending, Risk Management, Investments, Credit, Analytics
Education
University of Oregon 2004 — 2008
BS, Economics
Mercy Catholic High School 2000 — 2008
Economics
Wells Fargo The Private Bank October 2014 - Present
Wells Fargo The Private Bank April 2011 - Present
Wells Fargo The Private Bank 2006 - 2011
Wells Fargo The Private Bank 2005 - 2006
Wells Fargo The Private Bank 2001 - 2005
KBK Financial 2000 - 2001
CIT 1998 - 2000
City National Bank 1992 - 1998
Independence Bank 1988 - 1992
Security Pacific Bank 1977 - 1988
Skills
Customer Service, Customer Relations, Team Building, Analysis, Writing, Wealth Management, Loans, Financial Services, Portfolio Management, Credit, Banking, Investments, Private Banking, Financial Advisory, Commercial Lending, Series 7, Training, Leadership, High Net Worth..., Asset Based Lending, Financial Analysis, Series 63, Risk Management
Education
Pacific Coast Banking School at University of Washington
University of Minnesota-Twin Cities
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Boardage Capital May 2013 - Present
Belltower Advisors, LLC June 2009 - July 2012
Proxima Alfa/ Anglian Equity June 2006 - June 2009
Bear Stearns 2005 - 2005
City National Bank November 2002 - May 2004
Northwestern Trust & Investors Advisory 1997 - 2002
Skills
Asset Management, Equities, Industry Analysis, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Valuation, Equity Research, Investment Management, Investments, Capital Markets, Due Diligence, Fixed Income, Financial Analysis, Asset Allocation, Investment Strategies, Mutual Funds, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Busienss
University of Puget Sound 1993 — 1997
BA, Business, Minor in Politics & Government
City National Bank May 2010 - Present
California National Bank 2003 - 2010
California National Bank 1994 - 2003
Skills
Mortgage Lending, Training, Credit, Banking, Retail Banking, Coaching, Commercial Banking, Loans, Sales, Team Building, Leadership, Risk Management, Small Business Lending, Strategic Planning, Management, Commercial Lending, Consumer Lending, Credit Analysis, Investments, Cash Management, Project Management, Teamwork, Human Resources
Education
University of Nebraska-Lincoln 1980 — 1984
Bachelor of Science, Business Administration
City National Bank March 2015 - Present
City National Bank July 2011 - February 2015
City National Bank August 2008 - July 2011
Citibank August 2005 - August 2008
Skills
Banking, Credit, Mad Skillz, Commercial Banking, Financial Analysis, Credit Analysis, Portfolio Management, Finance, Loans, Investments
Education
CFA 2009 — 2010
Passed Level 2 Exam
University of Michigan
B.S., Computer Engineering
University of Southern California
M.S., Electrical Engineering
Comerica Bank June 2001 - Present
City National Bank April 1995 - June 2001
Long Term Credit Bank of Japan April 1990 - April 1995
Skills
Commercial Lending, Middle Market
Education
University of Southern California 1985 — 1989
BA, Economics
Servite High School 1982 — 1985
City National Bank September 2014 - Present
Southern California Edison May 2008 - September 2014
Bank Of America September 2005 - May 2008
Skills
Solution Architecture, Enterprise Architecture, SOA, Smart Grid, Integration, SDLC, Requirements Analysis
Education
University of Mumbai 1991 — 1995
BE, Electronics
City National Bank October 2015 - Present
City National Bank February 2010 - September 2015
City National Bank - Commercial Banking January 2010 - January 2013
Wells Fargo 2009 - 2010
GE Capital April 1997 - December 2008
Trans Ocean Ltd 1991 - 1996
Skills
Commercial Lending, Loans, SBA, Finance, Real Estate, Credit Analysis, Commercial Banking, Banking, Small Business Lending, Financial Analysis, Asset Based Lending, Financial Services, Commercial Mortgages, Small Business, Treasury Management, Relationship Management, Due Diligence, Cross Selling, Retail Banking, Wealth Management, Financial Structuring, Consumer Lending, Loan Origination, Commercial Real Estate, Corporate Finance, Investments
Education
University of San Francisco
Bachelors, Economics
University of San Francisco
Bachelor of Science Applied Economics
SCL Health System October 2013 - Present
Telcom Consulting Associates January 2013 - August 2013
Pioneer Sand Company/Accountemps June 2012 - October 2012
FirstBank May 2009 - October 2011
City National Bank September 2007 - April 2008
Skills
10-Key, Data Entry, Item Processing, Microsoft Word, Excel, Attention To Detail, Multitasker, Highly Adaptable, Customer Service Focused, 10 Key, Microsoft Excel, Adaptation, Customer Service, Accounts Receivable, QuickBooks, Training
Education
University of Phoenix 2008 — 2011
Associate of Arts, Accounting
Citizens Business Bank May 2012 - Present
East West Bank April 1996 - May 2012
City National Bank July 1986 - April 1996
Skills
Asset Based Lending, Credit Analysis, Commercial Banking, Small Business Lending, Commercial Lending, Middle Market, Loans, Credit, Commercial Mortgages, SBA, Portfolio Management, Lines Of Credit, Treasury Management, Cash Management, Consumer Lending, Banking, Underwriting, Financial Analysis, Construction Loans, Credit Risk, Mortgage Lending, Loan Origination, Due Diligence, Financial Structuring, C&I Lending, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1972 — 1974
BBA, Business Administration
Wells Fargo September 2015 - Present
City National Bank December 2012 - September 2015
Ally Bank January 2005 - December 2012
GMAC - RFC October 2003 - December 2004
Allied Investment Advisors June 2002 - August 2002
Honest Tea, Inc April 1999 - July 2001
Skills
Credit Risk, Credit, Loans, Risk, Banking, Capital Markets, Financial Analysis, Risk Management, Credit Analysis, Fixed Income, Securitization, Financial Risk, Structured Finance, Portfolio Management, Finance, Financial Modeling, Mortgage Lending, Due Diligence, Underwriting, Loan Origination, Commercial Banking, Financial Services, Mortgage Banking, Asset Management, Commercial Lending, Securities, Asset Based Lending, Valuation, Relationship Management, Residential Mortgages, Cash Management, Investments, Refinance, Bonds, Commercial Mortgages, Business Analysis, Funding, Risk Analysis, Consumer Lending, Analysis, Lines Of Credit, Management
Education
University of Maryland 2001 — 2003
MBA / MS, Business / Finance
University of Notre Dame 1993 — 1997
BA, Anthropology
Gonzaga High School 1989 — 1993
Global Cash Card May 2015 - Present
Infinity Consulting Solutions August 2014 - November 2014
Mizuho Bank December 2013 - August 2014
Union Bank - Client Intelligence Unit April 2008 - November 2013
Adams Consulting Group October 2007 - April 2008
City National Bank October 2005 - August 2007
City National Bank (Adjustments/Returns Dept) October 2004 - October 2005
City National Bank (Operations Dept) January 2000 - October 2004
Skills
Management, Bank Secrecy Act, AML, USA PATRIOT Act, Banking, Finance, Financial Risk, Due Diligence, Retail Banking, Anti Money Laundering, Analysis, KYC
Education
University of Phoenix 2015 — 2018
Bachelor’s Degree, Bachelor of Science in Security Management with a Certificate in Critical Incident Response
Nogales High School 1995 — 1999
High School Graduate
City National Bank June 2013 - Present
Bernstein Global Wealth Management May 2010 - June 2013
Salus Capital Management, Inc. June 1993 - March 2010
Skills
Alternative Investments, Equities, Asset Allocation, Securities, Portfolio Management, Strategic Financial..., Hedge Funds
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
University of Michigan 1979 — 1983
BA, Economics
City National Bank
Skills
Banking, Item Processing
Education
University of Santo Tomas
Yung Architects 2006 - Present
City National Bank 2001 - 2003
Union Bank 1989 - 2001
Bank of America 1985 - 1989
Skills
Commercial Banking, Accounting for Small..., Managing Small Business..., Customer Service, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Management, Project Management, Financial Analysis, Risk Management, Credit, Teamwork, Loans, Research
Education
USC
BS, BUAD
Woodside Soccer Club June 2015 - Present
Christopher Robin Parents Association July 2012 - September 2013
Lamb Financial Planning January 2012 - April 2013
MOMS Club of West Hollwood July 2010 - June 2011
City National Bank April 2007 - January 2009
Fiscal Fitness Partners June 2005 - September 2008
Cap Gemini Ernst & Young September 2000 - April 2004
Skills
Financial Services, Portfolio Management, Asset Managment, Financial Modeling, Investments, Management Consulting, Equities, Capital Markets, Banking, Risk Management, Wealth Management, Strategic Financial..., Financial Analysis, Relationship Management
Education
UCLA Extension 2004 — 2005
Certificate in Personal Financial Planning, Personal Financial Planning
University of Michigan Business School 1998 — 2000
Bachelor of Business Administration (BBA), Computer Information Systems and Organizational Behavior
RIE
Kinecta Federal Credit Union June 2010 - September 2012
City National Bank January 2003 - June 2010
Washington Mutual Bank January 2002 - January 2003
Bank of America, Encino, CA91436 April 2000 - November 2001
Skills
Management, Sales, Customer Service, Banking
Education
University of Phoenix 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
City National Bank September 2009 - Present
Wells Fargo May 2004 - September 2009
Wachovia Securities Financial Network July 2000 - May 2004
Skills
FIBA CPAML, Series 6, Series 7, Series 9, Series 10, series 63, series 66, 2-15 Not active, Series 63, FINRA, OFAC, AML, Uniform Combined State..., Banking, Risk Management, Bank Secrecy Act, Loans, Portfolio Management, Wealth Management, Financial Services, Commercial Banking, Credit
Education
University of Miami 1993 — 1997
Bachelor's degree, Political Science and Government
City National Bank August 2011 - Present
City National Bank April 2006 - July 2011
Enterprise Rent-A-Car September 2005 - March 2006
Education
University of San Diego 2001 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of Oklahoma November 2011 - Present
Midfirst Bank June 2008 - November 2011
City National Bank June 2001 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
Oklahoma State University 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Journalism/Advertising
University of Oklahoma 1997 — 2000
Bachelor of Arts, English Language and Literature, General
City National Bank/OneAmerica January 2006 - Present
City National Bank May 2001 - January 2006
Allegra April 1996 - May 2001
U. S. Navy June 1989 - February 1995
Skills
C#, VB.NET, Omniscript,..., Project Management, Banking, Portfolio Management, Risk Management, Microsoft Office
Education
University of South Carolina
B.S, Computer Science
University of South Carolina-Columbia
William J. King & Associates Insurance Services, Inc. December 2013 - Present
City National Bank June 2012 - September 2012
University of San Diego 2011 - 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Access, Microsoft Word, PowerPoint, Marketing Strategy, Social Networking, Facebook
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rosary High School 2005 — 2009