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,
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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
City National Bank November 2011 - Present
Bank of America Home Loans Wholesale Division September 2004 - December 2009
ENTREPRENEUR MEDIA, INC., Irvine, CA March 2004 - May 2004
FLUOR CORPORATION November 2000 - January 2004
Skills
Analysis, Leadership, Loan Origination, Loans, Management, Marketing, Marketing Strategy, Mortgage Banking, Mortgage Lending, New Business Development, Underwriting, Sales, Investments, Banking, Credit
Education
California State University-Fullerton 2000 — 2004
BA, Business Administration and Marketing
City National Bank August 2012 - Present
Citi July 2011 - July 2012
Wells Fargo October 2007 - July 2011
HSBC 2006 - 2007
JPMorgan Chase August 2005 - October 2006
Wells Fargo January 2005 - August 2005
Wells Fargo April 2001 - August 2004
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Portfolio Management, Treasury Management, Relationship Management, Finance, Lines Of Credit, Small Business Lending, Management, Financial Analysis, Financial Services, Mortgage Lending, Business Development, Cash Management, Deposits, Sales, Wealth Management, Consumer Lending, Financial Risk, Risk Management, Building Relationships, Sales Management, Leadership, Investments, Commercial Mortgages, Private Banking, Mortgage Banking, Credit Risk, Business Strategy, SBA, Permanent Real Estate..., Fitness Training, Nutritional Counseling, Life Coaching, Motivational Speaking, Artistry, Weight Training, CrossFit, Short Films, Film Actor, Music Production, Songwriting, Martial Arts, Entertainment Industry
Education
Cal State Hayward
Bachelor of Business Administration (BBA), Accounting
Chabot College
Associate's degree, Accounting
BBVA Compass 2013 - Present
City National Bank 2010 - 2013
Consulting 2009 - 2010
Bank of America 2007 - 2008
Union Bank of California 1991 - 2007
First Interstate Bank 1986 - 1991
Skills
Commercial Lending, Credit Analysis, Loans, Banking, Cross Selling, Small Business Lending, Loan Origination, Entrepreneurship, Consumer Lending, Mortgage Lending, Cash Management, Retail Banking, Cash Flow, Portfolio Management, Commercial Banking, Finance, Financial Analysis, Management, Trade Finance, Mergers & Acquisitions, Financial Risk, New Business Development, Underwriting, Risk Management, Strategic Financial..., Capital Markets, Middle Market, Investment Banking, Sales, Corporate Finance, Deposits, Financial Institutions, Credit Risk, Asset Based Lending, Credit, Lines Of Credit, SBA, Relationship Management, Real Estate Financing, Commercial Mortgages, Real Estate, Investments, Treasury Management, Financial Planning
Education
California State Polytechnic University-Pomona
BS
Playboy Enterprises, Inc. May 2014 - Present
Playboy Enterprises, Inc. February 2014 - May 2014
Playboy Enterprises, Inc. September 2013 - February 2014
NBCUniversal, Inc. June 2012 - August 2012
City National Bank June 2011 - August 2011
Suffolk University Law School - CLE September 2009 - May 2011
Shelter Brand Consulting, Inc May 2010 - August 2010
Scorpion 10 Hands On Tour Management June 2007 - March 2010
Skills
Social Media, PowerPoint, Research, Editing, Microsoft Excel, Public Speaking, Social Networking, Microsoft Office, Microsoft Word, Fundraising, Organization, Time Management, Management, Community Outreach, Organizational..., Event Management, Leadership, Critical Thinking
Education
California State University-Fullerton 2011 — 2013
Bachelor of Arts (B.A.), Communications
Suffolk University 2009 — 2011
Communication and Media Studies
City National Bank October 2008 - Present
World Savings Bank September 2004 - September 2006
U.S. Bank December 2002 - August 2004
Skills
Small Business Lending, Commercial Banking, Relationship Management, Credit, Commercial Lending, Retail Banking, Loans, Treasury Management, Consumer Lending, Private Banking, Cash Management, Commercial Mortgages, Lines Of Credit, Banking, Portfolio Management, Credit Analysis, Trade Finance, Coaching, Cross Selling, Mortgage Lending
Education
Manuel E Dominguez High School 1998 — 2002
High School Diploma, General Education
California State University-Fullerton
Yelp.com March 2013 - Present
First Republic Bank May 2006 - September 2012
City National Bank 2003 - 2006
Comerica Bank 2000 - 2003
Skills
Reporting & Analytics, Manage Client..., Business Planning, Credit Analyst & Loan..., Income Property Lending..., Financial Modeling, Risk/Quantitative..., Multi-industry/sector..., Yoga, Non-profit Volunteer, Account Management, Key Client Relationships, Sensitivity Analysis, Excel models, Financial Statement..., Technical Recruiting, Recruiting
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Finance, Dean's Honor Roll List
City National Bank March 2008 - Present
U.S. Trust 1995 - 2007
US Trust 1995 - 2007
Wells Fargo October 1993 - August 1995
Skills
Portfolio Management, Wealth Management, Asset Management, Fixed Income, Equities
Education
California State Polytechnic University-Pomona 1989 — 1991
Bachelor of Business Administration (B.B.A.), Finance, Real Estate, Law
Guaranteed Rate April 2007 - Present
City National Bank August 2005 - September 2006
Skills
Mortgage Lending, FHA, Credit Analysis, Residential Mortgages, First Time Home Buyers, Financial Analysis, Investment Properties, Financial Risk, Finance, Brokerage, Real Estate, Refinance, Underwriting, Loans, Mortgage Banking, Loan Origination, Sales, Credit, Investments
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
BA, Economics
Farmers & Merchants Bank of Long Beach January 2014 - Present
Union Bank June 2006 - January 2014
City National Bank January 2005 - June 2006
Union Bank of California June 2001 - December 2004
Pacific Mercantile Bank June 2000 - June 2001
US Capital Funding August 1997 - June 2000
Bank of America December 1991 - August 1997
Skills
Commercial Lending, Banking, Retail Banking, Mortgage Lending, Small Business Lending, Consumer Lending, Risk Management, Loans, Credit, Lines Of Credit, Business Development, Investments, Loan Origination, Deposits, Management, Cross Selling, Branch Banking, Leadership, Finance, Sales Management, Branch Management, Cash Management, Commercial Mortgages, Treasury Management, Relationship Management, Underwriting, Portfolio Management, Asset Based Lending, Sales, Mortgage Banking, Financial Services, Training, Private Banking, Credit Risk, Refinance, Wealth Management, Credit Cards, Team Building, Commercial Banking, Credit Analysis, Financial Analysis, Customer Service, Strategic Planning, Financial Risk, Coaching, Financial Planning, New Business Development, Executive Management, Residential Mortgages, SBA
Education
Pacific Coast Banking School 2012 — 2014
Masters in Banking, Corporate, Finance, Securities and Credit Risk, Bank Portfolio Management and Compliance
California State University-Fullerton 1995 — 2000
Bachelor of Arts (B.A.), Education
Orange Coast College 1992 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
Woodbridge Highschool 1986 — 1990
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
City National Bank June 2014 - July 2014
City National Bank June 2013 - August 2013
Children's Institute, Inc. (CII) June 2012 - August 2012
Skills
Operational Risk..., Microsoft Office, AML, KYC, Public Speaking, Program Development, Research, Community Outreach, Nonprofits, Fundraising, Risk Management, Banking, Staff Development, PowerPoint
Education
California State University-Channel Islands 2013 — 2017
Los Angeles Leadership Academy High School 2009 — 2013
High School Diploma
City National Bank June 2004 - Present
Wells Fargo Bank May 1994 - June 2004
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Credit Analysis, Small Business Lending, Portfolio Management, Relationship Management, Mortgage Lending, Underwriting, Retail Banking
Education
California State University-East Bay 2002 — 2004
Bachelor of Science, Business, Management, Marketing, and Related Support Services
City National Bank July 2002 - Present
Axcess Inc July 2000 - September 2001
Sage Software Inc May 1998 - June 2000
Home Savings of America August 1996 - May 1998
Information International Inc. August 1993 - July 1996
Skills
ASP.NET, VB.NET, Integration, C++, Software Project..., Web Applications, C#, ASP, Programming, .NET, T-SQL, SQL, Agile Methodologies, ANSI C, SDLC, IIS, Architectures, MFC, WCF, Microsoft SQL Server, Visual Studio, Scrum, Web Services, Architecture, SOA, Technical Project..., Android Development, XNA, Windows Phone, XML, JavaScript, Object Oriented Design, Microsoft Project
Education
California State University-Fullerton 1991 — 1993
BS, Computer Science
Saddleback College 1989 — 1991
AS, Computer Science
Saddleback College 2011 — 2012
City National Bank August 2015 - Present
TrustCommerce January 2010 - April 2015
Experian June 2008 - July 2009
Linksys January 2008 - June 2008
Buy It Send It May 2005 - January 2008
The Cimarron Group September 2004 - May 2006
Foote, Cone & Belding May 2004 - September 2004
Skills
Online Marketing, SEO, Product Management, Strategic Planning, Statistics, Graphic Design, Mobile Payments, Product Requirements, Payment Card Processing, Payment Processing, PCI DSS, PCI Standards, Product Strategy, Market Research, Payment Gateways, Product Development, Product Launch, Strategic Thinking, Mobile Advertising, Agile Methodolgy, Payment Systems, iTunes, International Business, Mobile Platforms, Requirements Gathering, Requirements Analysis, NFC, Electronic Payments, Product Enhancement, Microsoft Office, SharePoint, OneNote, Microsoft Excel, Logo Design, Microsoft Word, Payment Cards, Payment Industry, PowerPoint development, Adobe Acrobat, B2B, Mobile Devices, CRM, Cross-functional Team..., Management, Marketing, Leadership, Strategic Partnerships, E-commerce, Competitive Analysis, Product Marketing
Education
University of California, Irvine 2013 — 2014
UCI Extension: Project Management
Chapman University 2007 — 2009
Master of Business Administration (M.B.A.), Business Analytics & Strategic Management
California State University-Fullerton 2004 — 2006
Bachelor's Degree, Graphic Design and Computer Science
Cal Poly Society of Accountants March 2014 - Present
Becker Professional Education June 2014 - Present
IMA Institute of Management Accountants January 2013 - June 2015
McGladrey January 2015 - April 2015
City National Bank June 2014 - September 2014
PolyFounders September 2013 - June 2014
Desk-E September 2013 - June 2014
RadioShack January 2013 - August 2013
Products Engineering Corporation October 2010 - December 2012
Sears Holdings Corporation June 2009 - July 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Public Speaking, Photoshop, Social Media, C++, Teamwork, Research, Teaching, Sales, Time Management, HTML, Pianist, Drums, Guitar, Bass, Vocal, Music Production, Tablet PC, Mobile Phone Apps, Ableton Live, Pro Tools, Logic Pro, Ukulele, Analysis, Leadership, QuickBooks, Finance, Management, Budgets
Education
California State Polytechnic University-Pomona 2013 — 2015
Bachelor of Business Administration (BBA), Accounting
El Camino College 2010 — 2013
Transfer, Accounting and Business/Management
City National Bank May 2014 - Present
Boy Scouts of America November 2013 - 2015
California State University, Fullerton 2012 - 2015
Wells Fargo January 2006 - April 2014
First Republic Bank June 2000 - June 2005
Skills
Private Banking, Wealth Management..., Consumer Lending, Investments, Trust Services, Estate Planning, Life Insurance, NMLS Licensed
Education
California State University-Fullerton 1999 — 2004
Bachelor of Arts (B.A.), Business Administration
CalStateTEACH August 2014 - Present
J. Haley Durham Elementary School April 2015 - June 2015
Ardenwood Elementary School April 2015 - June 2015
Warwick Elementary School August 2010 - June 2014
California State University, East Bay September 2011 - March 2013
Los Angeles Pierce Community College August 2008 - June 2011
City National Bank March 2008 - August 2010
Wind River October 2007 - March 2008
Stanford University January 2007 - July 2007
Stanford Linear Accelerator Center June 2006 - January 2007
Skills
Microsoft Word, Notary Public, Microsoft Excel, Accounts Payable, Outlook, Office Management, Community Outreach, Customer Service, CBEST, Marketing, Microsoft Office, Administrative..., Training, Human Resources, Fundraising, Management, Program Management, Accounting, PowerPoint, Analysis, Editing, Sales, Time Management, Budgets, Event Planning, Nonprofits, Leadership, Public Speaking, Research, Employee Benefits, Volunteer Management, Data Analysis, Teaching, Resume Writing, Team Building, Grant Writing, Administrative..., Problem Solving, Mentoring, Strategic Planning, Social Media
Education
California State University, Monterey Bay 2014 — 2015
Elementary Education and Teaching, Currently Enrolled
California State University-East Bay 2011 — 2013
Bachelor of Arts (B.A.), Child Development, 3.143
Los Angeles Pierce College 2008 — 2010
Liberal Arts, Emphasis Social & Behavioral Sciences
Los Angeles Pierce College 2005 — 2008
Liberal Arts Sciences, Business/Human Development
7-Eleven November 2014 - Present
City National Bank March 2011 - March 2014
Brown & Brown June 2006 - March 2011
Skills
Risk Management, Underwriting, Financial Risk, Financial Analysis
Education
California State University-Fullerton 2005 — 2007
Bachleror of Arts, Business Administration with a concentration in Information Systems and Decision Sciences
Grifols Shared Services North America, Inc. October 2014 - Present
City National Bank July 2005 - June 2014
City National Bank May 1996 - July 2005
Skills
Banking, Training Systems, Technical Writing, Retail Banking, CRM, Software Documentation, Outlook, Customer Service..., Leadership Development..., Curriculum Design, Training, Customer Service, Leadership Development, Employee Training, Training Delivery, Leadership, Relationship Management, Microsoft Office, Project Management, Credit, Policy, Risk Management, Process Improvement
Education
California State University-Long Beach 1984 — 1986
Bachelor of Arts, Journalism-Public Relations
California State University-Fullerton 1992 — 1994
Certificate, Technical Writing
Fullerton College 1981 — 1984
Associate of Arts, Liberal Studies
Bank of the West July 2008 - Present
City National Bank 2006 - 2008
U.S. Trust Company, N.A. 1998 - 2006
Skills
Financial Analysis, Financial Modeling, Project Management, Wealth Management, Strategic Planning, Strategy, Program Management, Investments, Leadership, Portfolio Management, Banking, Change Management, Management
Education
California State Polytechnic University-Pomona 2000 — 2003
Master of Business Administration (M.B.A.), Finance
California State Polytechnic University-Pomona 1988 — 1993
Bachelor of Arts (BA)
City National Bank June 2013 - Present
City National Bank December 2011 - May 2013
Live Nation July 2011 - December 2011
Live Nation April 2010 - July 2011
Skills
Financial Analysis, Microsoft Excel, Outlook, Finance, Customer Service, Banking, PowerPoint, Social Media, Budgets, Microsoft Word, Microsoft Office, Access, Risk Management, Loans, Event Management, Networking, Analysis, Financial Modeling, Portfolio Management, Event Planning, Leadership, Credit
Education
USC Marshall School of Business 2013 — 2016
Master of Business Administration (MBA)
California State Polytechnic University-Pomona 2008 — 2009
Bachelor of Science, Finance, Real Estate, and Law
City National Bank February 2015 - Present
Union Bank March 2014 - February 2015
Union Bank December 2012 - March 2014
Santa Barbara Bank & Trust January 2010 - December 2012
Santa Barbara Bank & Trust December 2007 - January 2010
Santa Barbara Bank & Trust June 2007 - December 2007
Skills
Wealth Management, High Net Worth..., Trust Services, Trusts, Wealth Management..., Securities, Investment Advisory, Relationship Management, Asset Management
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning and Services
Cannon Financial Institute 2011 — 2012
Personal Trust School
California Lutheran University 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Barbara City College 2003 — 2005
Business Administration and Management, General
PRE-BANC BUSINESS CREDIT INC. June 2014 - Present
The Joseph Cabrera Agency December 2009 - December 2011
Banking January 1990 - December 2009
Wells Fargo 2007 - 2009
BBVA 2006 - 2007
City National Bank 2003 - 2005
City National Bank 2003 - 2005
Us Bank 1998 - 2001
Skills
Credit, Commercial Lending, Loans, Banking, Underwriting, Portfolio Management, Small Business Lending, Credit Analysis, Consumer Lending, Commercial Banking, Financial Analysis, Mortgage Lending, Risk Management, Finance, Loan Origination, Sales, Commercial Mortgages, SBA, Asset Based Lending, Business Development, Lending, Lines Of Credit, Loan Work-outs, Financial Services, Investments, Cash Management, Cross Selling, Insurance, Commercial Real Estate, Marketing, Relationship Management, Asset Management, Wealth Management, Strategic Financial..., Credit Risk, Residential Mortgages, Due Diligence, Financial Structuring, Retail Banking, Property, Real Estate Economics, Loss Mitigation, Loan Servicing, Mortgage Underwriting, Investment Properties, Corporate Finance, Accounting, Equity & Debt Valuation, Credit Rating, Equities
Education
California State Polytechnic University-Pomona 1996 — 1998
Long Beach College 1986 — 1989
Associate of Science (A.S.)
City National Bank May 2013 - Present
ADP May 2006 - May 2013
ADP August 2003 - May 2006
Skills
ADP Payroll, Business Analysis, SDLC, Change Management, Payroll, Process Improvement, Requirements Analysis, Requirements Gathering, Analysis, SAP, Databases, SQL, Business Process..., Access, Business Process, CRM, SharePoint, Marketing, Data Analysis
Education
University of Phoenix-Southern California Campus 2004 — 2006
Master of Business Administration (M.B.A.), Business/Commerce, General
California State Polytechnic University-Pomona 1997 — 2001
Bachelor of Science (B.S.), Marketing/Marketing Management, General
City National Bank May 2014 - Present
Primary Residential Mortgage September 2012 - May 2014
One West Bank April 2010 - August 2012
Priority Financial Network February 2008 - January 2010
One West Bank 2009 - 2010
United Pacific Mortgage 2006 - 2009
Skills
FHA, Mortgage Banking, Loan Origination, Refinance, Mortgage Lending, Loans, Certified Mortgage..., VA loans, FHA financing, Residential Mortgages, Credit, Real Estate, First Time Home Buyers, Underwriting, Real Estate Financing, Investment Properties, 203K, Government Loans, Finance, Construction Loans, Home Equity Lines of..., USDA, Residential Homes, Referrals, Mortgage Underwriting, Home Equity Loans, Loss Mitigation, Commercial Lending, Real Estate Economics, Mortgage Servicing, Credit Analysis, Lines Of Credit, REO, Debt Consolidation, Consumer Lending, Financial Services, Small Business Lending, Financial Structuring, Branch Management, Real Estate Lending, Foreclosures, Banking, Funding, Investors, Short Sales, HUD, FHA Financing, VA Loans, Surfing
Education
California Lutheran University 1997 — 2000
BS, Business Managment and Marketing
People's Trust Insurance Company July 2015 - Present
Techdawgz, LLC. January 2005 - Present
RBC Wealth Management November 2014 - June 2015
City National Bank August 2014 - November 2014
Advanced Medical Services / ENet I.T. Group June 2014 - August 2014
ACAMS April 2010 - April 2014
TriAssets Inc.,llc March 2006 - July 2010
Jackson Memorial Hospital June 1995 - January 2008
Skills
Help Desk Support, Hardware, Server Administration, Troubleshooting, Hyper-V, Antivirus, Microsoft Technologies, Information Technology, Microsoft Certified..., Computer Hardware, Active Directory, SCCM, WSUS, VPN, Blackberry Enterprise..., MCSA, CompTIA A+ Certification, VMware, Virtualization, Microsoft Servers, Linux Server, Windows 7, MCITP, Microsoft Office, Microsoft Excel, Microsoft Word, Military, Finance, CompTIA Network+..., Microsoft Certified..., Microsoft Access, Visual Basic, Martial Arts, Art, Social Skills, Social Networking, Information Brokering, Computers, Cloud Computing, VirtualBox, Virtual PC, Virtual Server, Microsoft Virtual Server, Data Analysis, Data Entry, Linux, Robotics, Acquisitions, Live Chat, WebEx
Education
Miami Dade College 2014 — 2016
Bachelor's degree, Computer Engineering / Robotics
Massachusetts Institute of Technology 2010 — 2010
Robotics / Pneumonic Actuators / AC / DC Currents
The Academy of South Florida 2005 — 2010
Certification, MCSE, MCITP, CCNA, Comptia A+, N+
Broward Community College 2003 — 2004
Incomplete, Computer Science
U.S. Army AAMED 1997 — 1999
Certification, E.M.T ( Emergency Med Tech ) Radiology Technician
Miami Northwestern Sr. High 1990 — 1993
Diploma
City National Bank June 2001 - Present
Roche Diagnostics April 2000 - June 2001
Peoples Bank of Indianapolis (NASDAQ: PPLS) August 1995 - December 1999
Indiana National Bank April 1989 - August 1995
Skills
Loans, Leadership, Credit, Banking, Strategic Planning, Portfolio Management, New Business Development
Education
Indiana University Bloomington 1982 — 1987
Doctor of Philosophy (Ph.D.), Economics
Butler University - College of Business Administration 1980 — 1982
Bachelor of Science (BS), Economics
Butler University - College of Business Administration 1980 — 1982
Bachelor of Science (BS), Economics
City National Bank April 2011 - Present
Northern Trust 1993 - 2011
First Midwest Bank April 1991 - May 1993
First Interstate Bank August 1987 - March 1991
Skills
Portfolio Management, Investments, Banking, Financial Analysis, Financial Services, Credit Analysis, Asset Management, Credit, Finance, Commercial Banking, Relationship Management, Private Banking, Wealth Management, Commercial Lending, Small Business Lending, Loans
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
BS, Business Administration / Marketing
Zions Wealth Management March 2010 - Present
First Federal Bank of California September 2003 - March 2010
City National Bank March 1995 - September 2003
Skills
Portfolio Management, Banking, Investments, Strategic Financial..., Wealth Management, Private Banking, Investment Management, Series 7, Financial Services, Loans, Retirement Planning, Mutual Funds, Wealth Management..., Asset Management, Credit, Investment Advisory, Commercial Banking, Securities, High Net Worth..., Series 63, Commercial Lending
Education
California State University-Fullerton 1979 — 1983
Bachelor's degree, Political Science and Government
Pacific Coast Banking School 2011 — 2015
Graduate
College for Financial Planning 1998 — 2000
JPMorgan Chase & Co. April 2015 - Present
City National Bank July 2005 - April 2015
Imperial Bank/Comerica Bank 1995 - 2005
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Small Business Lending, Banking, Asset Based Lending, Portfolio Management, Lines Of Credit, Treasury Management, Financial Analysis, Finance, Credit Risk, Corporate Finance, Cash Management, Mergers & Acquisitions, Investments, Mortgage Lending, Financial Risk
Education
California State University-Fullerton
Builders FirstSource May 2013 - Present
Advance Business Capital June 2010 - August 2012
Bibby Financial Services January 2007 - May 2009
Guaranty Bank January 2005 - January 2007
City National Bank June 2001 - August 2004
Education
Cal Poly Pomona 1994 — 1997
Bachelor of Science Business Administration, Accounting
NuVision Federal Credit Union December 2010 - Present
City National Bank 2006 - 2008
Union Bank of California October 1999 - May 2006
Wells Fargo 1994 - 1999
Disneyland Resort June 1967 - November 1973
Skills
Credit, Banking, Consumer Lending, Commercial Banking
Education
California State University-Fullerton 1967 — 1971
BA, Spanish Studies/Education
California State University-Fullerton 1967 — 1971
City National Bank March 2015 - Present
Citigroup September 2003 - March 2015
Bank of Tokyo-Mitsubishi September 2001 - August 2003
Bank Austria/Creditanstalt September 1988 - March 2000
Chemical Bank August 1985 - September 1988
U.S. Oil & Gas Leasing Program/U.S. Geological Survey/Woods Hole June 1975 - August 1983
Skills
Portfolio Management, Credit, Financial Analysis, Loans, Leveraged Finance, Business Analysis, Financial Structuring, Relationship Management, Private Equity, Customer Service, Cash Management, Underwriting, Corporate Finance, CRM, Commercial Banking, Credit Risk, Credit Analysis, Business Planning, Commercial Real Estate, Client Relationship..., Customer Relations, Communication Skills, Letters of Credit, Private Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
MBA, Finance, Corporate Strategy
Brown University 1972 — 1977
BS, Geology, Marine sciences
Northfield Mount Hermon School 1969 — 1972
High school diploma, General
City National Bank March 2004 - Present
Systems Experience Inc March 1998 - October 2004
Skills
Electronic Payments, Banking, ACH, Commercial Banking, Treasury Management, Retail Banking, Loans, Business Analysis, Credit, Credit Cards, Strategy, Internet Banking, Payments, AML, Financial Services, Cash Management, Commercial Lending, Financial Institutions, Financial Risk, Consumer Lending
Education
California State Polytechnic University-Pomona 1993 — 1996
US Trust January 2012 - Present
City National Bank 2010 - January 2012
BNY Mellon Wealth Management 2007 - 2009
United States Trust Company January 1998 - January 2007
Skills
Asset Managment, Wealth Management, Asset Management, Estate Planning, Alternative Investments, Asset Allocation, Risk Management, Loans, Banking, Leadership, Private Banking, Financial Analysis, Investments, Wealth Management..., Portfolio Management, Strategic Financial..., Securities, Equities, CRM, Investment Management, Mutual Funds, Financial Services, Series 7, Trusts, Relationship Management, Credit, Fixed Income, Commercial Lending
Education
St. John's University Law School 1990 — 1993
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1982 — 1984
MBA, Finance
Bucknell University 1977 — 1981
BS, Chemical engineering
Girls in Tech, Los Angeles January 2015 - Present
UXPA of Los Angeles October 2012 - Present
California State University, Fullerton January 2010 - Present
Media Mash UX, Inc. January 2003 - Present
Marcella Creative, Inc. June 1987 - Present
AGI Media March 2008 - May 2009
City National Bank June 1999 - June 2002
Activision June 1993 - September 1995
New Media Corporation March 1991 - May 1995
Skills
Interaction Design, User Experience, User Interface Design, User-centered Design, Usability Testing, User Research, User Experience Testing, User Experience Design, User Requirements, Ethnography, Strategic Planning, Strategic Leadership, Participatory Design, Project Management, Project Planning, Information Architecture, Prototype, Creative Direction, Graphic Design, User Interface, Packaging, Brand Development, Usability, Wireframes, Web Design, Advertising, Human Computer..., Entrepreneurship, Multimedia, Social Networking, Strategy, Usability Engineering, Heuristic Evaluation, Interactive Advertising, Mobile Applications, Animation, Wire Framing, Persona, Information Design, Product Development, Mobile Design, Accessibility, Marketing
Education
California State University-Fullerton - College of Business and Economics 2011 — 2012
Accredited and Certified
University of California, Berkeley
Bachelor of Arts (B.A.)
University of California, Irvine
Bachelor of Arts (B.A.)
American University of Beirut
Bachelor of Fine Arts (BFA)
City National Bank 2011 - Present
NuVision Federal Credit Union 1997 - 2010
CommerceBank 1986 - 1996
Skills
Consumer Lending, Underwriting, Mortgage Lending, Banking, Commercial Banking, Credit Unions, Loans, Credit Analysis, Credit, Small Business Lending, Customer Service, Commercial Lending, Loan Origination, Cash Flow, Refinance, Portfolio Management, Commercial Mortgages, Residential Mortgages, Lines Of Credit, SBA, Loan Servicing, Mortgage Banking, Cash Management, Branch Management, Credit Risk, Asset Based Lending, Loss Mitigation, Construction Loans, Credit Cards, Financial Institutions, Treasury Management, Retail Banking, Deposits, Financial Services, Bank Secrecy Act, Cross Selling, Financial Risk, Relationship Management, ACH, Executive Management, Networking
Education
Western CUNA Management School 2007 — 2009
California State University-Fullerton
First Citizens Bank August 2010 - April 2015
City National Bank November 2009 - August 2010
Irwin Union Bank June 2008 - November 2009
Vineyard Bank December 2000 - June 2008
Manufacturers Bank October 1997 - December 2000
Southern California Bank 1993 - 1997
Sunwest Bank 1988 - 1993
National Bank of Long Beach 1986 - 1988
Skills
Commercial Lending, Asset Based Lending, Loans, Commercial Banking, Real Estate, Management, Credit, Portfolio Management, Banking, Credit Analysis, Mortgage Lending, Microsoft Office, Commercial Mortgages, Small Business Lending, Loan Origination, Credit Risk, Financial Analysis, Risk Management, Real Estate Financing, Commercial Real Estate, Team Leadership, Cross-functional Team..., Loan participations, Loan Sales, Loan Work-outs, Strategic Communications
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1974 — 1977
BA, Accounting
City National Bank April 2011 - Present
San Diego State University June 2008 - October 2010
Fortune 500 Company February 2007 - October 2010
Epstein Capital Management Group, LLC January 1997 - June 2006
The Producers Group June 1995 - January 1997
CB Richard Ellis April 1992 - May 1995
Skills
Event Planning, Recruiting, Administrative..., Budgets, Management, Project Management, Project Planning, Outlook, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Visio, PeopleSoft, Microsoft Excel, Insurance, Team Building, Public Speaking, Access, Business Development, Team Leadership, Program Management, Analysis, Employee Relations, Policy, Fundraising, Software Documentation, Time Management
Education
CAM State Licensed
CAM State Licensed
Business Management Program 2012 — 2014
San Diego State University-California State University 2009 — 2011
Certificate
Broward Community College
City National Bank August 2010 - May 2013
BNY Mellon May 2005 - August 2010
BancorpSouth 2002 - May 2004
Loan Pricing Corporation 1996 - 2002
Bank of California 1994 - 1996
Bank of California 1994 - 1996
Skills
Investments, Banking, Wealth Management, Loans, Portfolio Management, Equities, Credit Analysis, Financial Services, Capital Markets, Credit, Wealth Management..., Mutual Funds, Private Equity, Asset Management, Corporate Finance, Private Banking, Investment Banking, Financial Analysis, Financial Modeling, High Net Worth..., Due Diligence
Education
California Polytechnic State University-San Luis Obispo 1979 — 1983
BS, Economics
Saint Ignatius
City National Bank 2011 - May 2015
Bank of America (Rose International) June 2010 - January 2011
Southern California Edison (Premier Staffing) September 2009 - April 2010
Washington Mutual (JPMorgan Chase) September 2002 - January 2009
Automatic Data Processing (ADP) August 1999 - July 2002
Home Savings of America (Washington Mutual) December 1993 - August 1999
Farmers Insurance Group July 1992 - December 1993
Education
California State Polytechnic University-Pomona 1988 — 1993
MSBA, IT Audit
City National Bank 2002 - Present
California Bank & Trust 2000 - 2002
First Security Bank / California State Bank 1994 - 2000
Skills
Risk Management, Banking, Private Banking, Commercial Banking, Manage Client..., Financial Analysis, Credit Analysis, Strategic Financial..., Financial Services, Commercial Lending, Credit, Mortgage Lending, Financial Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Business Administration, Finance
California State University-Fullerton, Mihaylo College of Business and Economics
M.A., Economics
Comerica Bank October 2002 - Present
City National Bank October 2001 - October 2002
Citi January 1998 - April 2000
JP Morgan Chase 1999 - 2000
Skills
Retail Banking, Portfolio Management, Commercial Banking, Investments, Credit, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Risk Management, Loans, Wealth Management, Private Banking, Treasury Management, Small Business Lending, Asset Based Lending
Education
California State Polytechnic University-Pomona
Bachelor of Science in Business Administration, Business Administration and Marketing - Product and Brand Management
City National Bank February 2007 - Present
Citi April 1999 - February 2007
Skills
Commercial Banking
Education
Cal Poly San Luis Obispo
Bachelor of Science
City National Bank March 2015 - Present
City National Bank October 2012 - March 2015
Crowell Weedon October 2005 - October 2012
Bowne January 2000 - October 2005
Skills
Fixed Income, Series 7, Bloomberg, Bonds, Trading, Equities, Investments, Financial Markets, Electronic Trading, Securities, Trading Systems, series 66, AML, FINRA, Hedge Funds, Anti Money Laundering
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor's degree, Business
City National Bank September 2008 - Present
First Bank October 2000 - August 2008
AlphaSmart July 1998 - March 2000
Skills
Commercial Banking, Middle Market, Treasury Management, Commercial Lending, Small Business Lending, Financial Analysis, Corporate Finance, Finance, Credit, Banking Relationships, Loans, Relationship Management, Credit Risk, Credit Analysis, Underwriting, Wealth Management
Education
Brigham Young University 1987 — 1989
MBA, Finance
Michigan State University 1980 — 1984
BA, Finance
CU Direct August 2015 - Present
Solidground Designs July 2006 - August 2015
City National Bank January 2012 - May 2014
Unlimited Nextwork Group Inc. February 2006 - October 2011
Skills
Management, Graphic Design, Web Development, Wordpress Design, Email Marketing, Social Media Marketing, Brand Development, CSS, JavaScript, PHP, HTML, Photoshop, Dreamweaver, Illustrator, InDesign, Printing Solutions, Logo Design, Web Design, Brochures, OS X, Joomla, Online Marketing, Business Cards, WordPress, Adobe Acrobat, Graphics, Blogging, CMS, Branding, Advertising, PowerPoint, Creative Writing, Mac, Copy Editing, Sales, Marketing, Marketing Strategy, Editing, Newsletters, Creative Direction, Facebook, Social Media, User Experience, Windows, Microsoft Office, Entrepreneurship
Education
California Baptist University 2013 — 2015
Bachelor of Arts (BA), Graphic and Digital Design
Pasadena City College 2006 — 2010
Graphic Design, Business Marketing
City National Bank January 2013 - Present
LocalInternetMarketing4U January 2009 - January 2013
FIDM March 2009 - December 2012
walmart September 2008 - January 2009
Best SEO Results July 2002 - August 2008
borland 2001 - 2002
avolent 2000 - 2001
net objects 1999 - 2000
verifone 1995 - 1998
hitachi semiconductor 1989 - 1995
Skills
E-commerce, Web Analytics, SEM, Affiliate Marketing, Online Marketing, WordPress, Web Marketing, Direct Marketing, Analytics, PPC, Product Management, SEO, Product Marketing, CRM, Leadership, Lead Generation, Google Analytics, Mobile Marketing
Education
California State Polytechnic University-Pomona
BSEE, Electronics
Syracuse University
Information Systems
Neuberger Berman September 2014 - Present
City National Rochdale Investment Management November 2013 - September 2014
City National Bank July 2006 - September 2014
FCG Advisors, LLC August 2003 - July 2006
SEI Investments 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Certified Financial..., Business Development, Asset Management, Investment Advisory, Series 7, Investment Management, Wealth Management..., Alternative Investments, Equities, Mutual Funds, Hedge Funds, Financial Planning, Investment Strategies, Securities, Financial Services, Estate Planning, Retirement Planning, High Net Worth..., Series 63
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2006
Financial Planning and Services
Bucknell University 1996 — 2000
BSBA, Management
Providence Country Day
High School
City National Bank June 2004 - Present
Wells Fargo May 1995 - January 2001
Wells Fargo - Private Client Services 1992 - 1995
Skills
Banking, Credit, Commercial Banking, Financial Risk, Commercial Lending, Risk Management, Treasury Management, Retail Banking, Credit Analysis, Relationship Management, Consumer Lending, Cash Management, Loans, Small Business Lending, Mortgage Lending, Portfolio Management
Education
Saint Mary's College of California 1997 — 1999
California State University-East Bay 1986 — 1989
Colegio de Sta. Rosa Makati 1982 — 1985
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fitness International, LLC April 2015 - Present
Fitness International LLC June 2014 - Present
First American Title June 2013 - June 2014
Grandpoint Bank February 2012 - June 2013
City National Bank April 2010 - February 2012
City National Bank March 2008 - March 2010
Skills
Technical Support, Troubleshooting, Product Development, Microsoft Office, Customer Service, Customer Product..., Production Support, Analysis, Computer Hardware, Process Improvement, Windows 7, Information Technology, Customer Support, Banking, Hardware, Help Desk Support, Internet Banking, Management, Payments, Cash Management, ACH, Commercial Banking
Education
University of Phoenix 2012 — 2015
Bachelor's degree, Information Technology, CCNA
California State University-Hayward 2002 — 2006
N/A, Finance, General
City National Bank December 2012 - Present
Telesis Community Credit Union March 2001 - June 2012
iWerks Entertainment 2000 - 2001
Skills
Credit, Banking, Customer Service, Loans, Mortgage Lending, New Business Development, Investments, Management, Commercial Lending, Training, Small Business Lending, Portfolio Management, Consumer Lending, Loan Origination, Business Development, Financial Analysis
Education
California State University-Channel Islands 2002 — 2004
Psychology
Moorpark College 1996 — 1999
Associates Degree, Business Administration and Management, General
Legacy Bank of Florida February 2014 - Present
AmTrust Bank October 2012 - January 2014
SunTrust Bank January 2011 - October 2012
City National Bank September 2002 - January 2010
Comerica Bank March 1997 - August 2002
Citibank, FSB November 1985 - March 1997
Skills
Risk Management, Loans, Leadership, Management, Team Building, Financial Services, Banking, Coaching, Sales, Sales Management, Program Management, Consumer Lending, CRM, Cross Selling, Training, Credit, Commercial Banking
Education
Broward College
Banking/Finance
City National Bank May 1996 - Present
Education
California Baptist University 1975 — 1979
Bachelor’s Degree
City National Bank November 2011 - Present
Wells Fargo Private Bank April 2009 - November 2011
Bank of America February 2007 - April 2009
Skills
Financial Planning, Mortgage Lending, Commercial Lending, Consumer Lending, Asset Based Lending, Securities Lending, Real Estate Lending, Wealth Preservation..., Wealth Accumulation, Wealth Management..., Management, Banking, Investments, Loans, Social Media, Financial Analysis, Social Media Marketing, Entertainment, Marketing, Finance, Strategic Communications, Financial Services, Public Relations, Strategic Financial..., Media Relations, Strategic Partnerships
Education
California State University-Fullerton
Bachelor of Arts (BA), History
City National Bank June 2014 - Present
Orange County Hispanic Youth Chamber of Commerce May 2014 - May 2015
JPMorgan Chase May 2013 - June 2014
Skills
Microsoft Office, Microsoft Word, Leadership, Customer Service, Social Media, PowerPoint, Event Planning, Public Speaking, Microsoft Excel, Social Networking, Photoshop, Digital Photography
Education
California State University-Fullerton 2013 — 2016
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
California State University-Fullerton 2013 — 2016
Business Marketing
City National Bank May 1996 - Present
Education
California Baptist University 1976 — 1979
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
City of Redondo Beach January 2014 - Present
City of Huntington Park June 2010 - January 2014
City of Huntington Park January 2007 - June 2010
City National Bank November 2005 - January 2007
Budget Finance Company December 2001 - November 2005
Pacific Document Signing, Inc. October 1999 - November 2001
Skills
Research, Word, Excel, PowerPoint, Data Entry, Public Speaking, Non-profits, Customer Service, Outlook, Management, Community Outreach, Access, System Administration, Event Planning, Fundraising, Budgets
Education
California State University-Fullerton 2015 — 2019
Master of Public Administration (MPA), Public Administration
University of La Verne 2011 — 2013
Public Administration, Public Administration
East Los Angeles College 2005 — 2012
Liberal Arts, General Education
Wells Fargo August 2013 - Present
City National Bank May 2011 - August 2013
Wells Fargo April 2009 - May 2011
Bang & Olufsen / European Designs San Francisco June 2006 - April 2009
Village Voice Media - East Bay Express / SF Weekly 2007 - 2007
Bang & Olufsen April 2004 - June 2006
Skills
Sales Management, Commercial Banking, Microsoft Office, Mac OS X, Credit, Banking, Commercial Lending, Customer Relations, Account Management, Loans, Small Business Lending, Treasury Management, Merchant Services, Merchant Banking, International Trade, FX trading, Small Business, Trade Finance, Online Marketing, Social Media Marketing, Marketing Management, B2B, Consumer Lending, Equipment Finance, Sales, Wealth Management, SBA, Series 6, Series 63, Life Insurance, Networking, Online Advertising, Finance, Customer Service, CRM, Real Estate, New Business Development, Strategic Planning, Investments, Financial Services, Mortgage Lending, Management, Marketing, Relationship Management, Entrepreneurship, Cross Selling, Portfolio Management, Lines Of Credit, Leadership, Credit Analysis
Education
Argosy University San Francisco Bay Area 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-East Bay 2004 — 2006
Bachelors of Science, Business Administration & Marketing Management
Diablo Valley College 2002 — 2004
Lower Division Coursework
City National Bank May 2005 - Present
Wells Fargo September 1992 - April 2005
Skills
Banking, Retail Banking, Human Resources, Talent Management, Financial Services, Recruiting, Training, Employee Relations, Management, Administration, Talent Acquisition, Performance Management, Employee Benefits, Financial Analysis, Credit Risk, Succession Planning, Leadership
Education
California State Polytechnic University-Pomona
Bachelor's degree, Human Resources Management/Personnel Administration, General
City National Bank May 2014 - Present
1st Enterprise Bank August 2010 - May 2014
Wells Fargo Bank June 2005 - August 2010
Citi January 1999 - 2005
Skills
Commercial Banking, Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Credit, Commercial Mortgages, Construction Loans, Cash Management, Real Estate Economics, Small Business Lending, Financial Analysis, Real Estate, Financial Structuring, Real Estate Financing, Banking, Underwriting, Lines Of Credit, Financial Services, Asset Management, Treasury Management, Credit Risk, Loan Origination, Mergers & Acquisitions, Middle Market, Portfolio Management, Finance
Education
California Lutheran University 1988 — 1992
BS, Business
Moorpark College 1982 — 1988
Associate of Arts (AA), Business/Office Automation/Technology/Data Entry
City National Bank June 2015 - Present
City National Bank, Entertainment Division May 2014 - September 2014
Del Mar Thoroughbred Club July 2011 - September 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Customer Service, Data Analysis, Public Relations, Photoshop, Google Docs, Social Media Marketing, Facebook, Marketing
Education
California State Polytechnic University-Pomona 2011 — 2015
Bachelor's Degree, Finance, Junior
City National Bank March 2013 - Present
City National Bank March 2007 - February 2013
SchoolsFirst Federal Credit Union December 2004 - March 2007
Countrywide Home Loans June 2004 - December 2004
Countrywide Home Loans December 2002 - May 2004
Skills
Analysis, Financial Reporting, Budgeting, Financial Analysis, Compliance, Forecasting, Excel, Hyperion, Audit, Brio Query, SEI, PowerPoint, Business Intelligence, Cost Analysis, Process Improvement, Ad Hoc Reporting, Access, Financial Planning &..., Quickbooks, Financial Modeling, Business Objects, Accounting, Management, Budgets, Hyperion Enterprise, Auditing, Cost Benefit, Financial Planning, Finance
Education
California State Polytechnic University-Pomona 1997 — 2001
BS, Finance
XDimensional Technologies, Inc. January 2014 - Present
Self Employed June 2005 - Present
City National Bank February 2012 - December 2013
Ubiquiti Networks January 2011 - October 2011
City National Bank August 2009 - January 2011
Myspace June 2008 - June 2009
XDimensional Technologies January 2004 - June 2008
EarthLink January 2000 - January 2004
EarthLink April 1998 - January 2000
Skills
SharePoint, Software Documentation, SDLC, Content Management, Business Analysis, Project Management, Team Leadership, Strategy, Scrum, Process Improvement, Agile Project Management, Technical Writing, Microsoft Office, Enterprise Software, Knowledge Management, Cross-functional Team..., Content Strategy, Quality Assurance, Social Media, Systems Analysis, Customer Retention, Marketing Communications, Content Development, Collaboration Tools, Web 2.0, Organizational..., Authoring Tools, Enterprise 2.0, Social Technologies, Management Consulting, Adobe Creative Suite, Policy Analysis, Community Relations, Compliance Audits, MediaWiki, Production Support, Release Management, Software Implementation, Knowledge Base, Executive Support, Product Management, SaaS, User Experience, Consulting, Digital Marketing, Digital Media, Digital Strategy, Account Management, Client Services, Requirements Gathering
Education
University of La Verne 2009 — 2012
Master of Science, Leadership & Management (MSLM); Concentration: Organizational Development
Saisoft 2011 — 2012
Professional Development Courses, Information Technology and Project Management
California State Polytechnic University-Pomona 1992 — 1997
Bachelor of Arts, Psychology, Criminal Justice Minor
Underground Elephant April 2015 - Present
BBVA Compass September 2012 - April 2015
City National Bank May 2011 - September 2012
Comerica Bank September 2010 - May 2011
Comerica Bank August 2008 - August 2010
Comerica Bank July 2007 - August 2008
Comerica Bank November 2006 - June 2007
SkillStorm January 2006 - November 2006
Skills
Portfolio Management, Credit Analysis, Commercial Lending, Financial Analysis, Commercial Banking, Finance, Strategic Financial..., Investments, Asset Based Lending, Credit, Loans, Middle Market, Banking, Sales, Strategic Planning, Small Business Lending, Mortgage Lending, Cash Management, Underwriting, Relationship Management, Lines Of Credit, Commercial Mortgages, Loan Origination, Consumer Lending
Education
California Polytechnic State University-San Luis Obispo 2002 — 2005
B.S., Finance
California State University, Dominguez Hills February 2001 - Present
Waste Management July 1996 - February 2001
City National Bank January 1986 - January 1991
Skills
Accounts Payable, Travel, Accounts Payable, Higher Education, Accounting, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Nonprofits, Research, Event Planning, Data Analysis, Time Management, Public Speaking, Financial Accounting, Clerical Skills, Human Services, Community Outreach
Education
California State University-Dominguez Hills 2003 — 2007
Bachelor of Arts (B.A.), Human Services, General
St. Scholastica's College Manila 1977 — 1980
Undergrad, Psychology, Psychology
Saint Scholastica's College - Manila, Philippines 1974 — 1977
Undergraduate, Psychology
Avidbank January 2013 - Present
Opus Bank June 2012 - January 2013
City National Bank October 2007 - June 2012
Greater Bay Bank 1999 - 2007
Mid-Peninsula Bank a member of Greater Bay Bank 1999 - 2007
Mid-Peninsula Bank a member of Greater Bay Bank 1999 - 2007
Comerica Bank 1994 - 1999
Pacific Western Bank 1993 - 1994
Skills
Loans, Commercial Real Estate, Commercial Lending, Credit, Credit Analysis, Underwriting, Sales, Construction Loans, Apartments, Portfolio Management, Asset Based Lending, Real Estate Economics, Real Estate, Due Diligence, Commercial Banking, Finance, Banking, Real Estate Development
Education
San Diego State University-California State University 1987 — 1992
BS, Business (Real Estate)
Cabrillo College 1985 — 1991
AS, Business
City National Bank June 1997 - Present
North American Trust Co June 1997 - December 1998
First Associated Securities 1995 - 1996
Skills
Series 24, Series 7, Series 63, 401k, Strategic Financial..., Investments, Financial Analysis, Securities, Mutual Funds, Equities, Bonds, Bloomberg, Employee Stock Options, Compliance, Equity Trading, Trading, Portfolio Management
Education
CSU Chico
Economics
SPHS
City National Bank February 2013 - Present
California State University Channel Islands August 2010 - December 2011
Skills
Financial Analysis, Finance, Forecasting, Financial Modeling, Credit Analysis, Analysis, Corporate Finance, Microsoft Excel, Loans, Business Strategy, Competitive Analysis, Data Analysis, Financial Reporting, Microsoft Word, Portfolio Management, Account Reconciliation, Credit, Access, Sales, Customer Service, Banking, Investments, Accounting, Strategic Planning, Business Analysis, Business Planning, Capital Markets, Risk Analysis, Organizational..., Strategic Financial..., Teamwork, Valuation, Team Leadership, Risk Management, Market Research, Team Management, Strategy, Process Improvement, Strategy Development, Business Management, Financial Planning, Hard Worker, Attention To Detail, Multitasker, Microsoft Office, Presentations, Written & Oral..., Tax Analysis, Baker Hill, Moodys
Education
California State University-Channel Islands 2010 — 2011
Bachelor’s Degree, Business
Pacific Fiduciary Group November 2007 - November 2014
Association of California November 2009 - May 2012
Western Fiduciary Group January 2004 - March 2008
City National Bank May 2004 - December 2005
City National Bank March 2003 - May 2004
City National Bank September 2002 - March 2003
Zurich Scudder Investments November 1996 - April 2002
Washington Mutual Savings Bank May 1991 - November 1996
Skills
Wealth Management, Estate Planning, Trusts, Trust Services, Banking, 401k, Wealth, Special Needs Trusts, Training, Finance, Estate Administration, Fiduciary, Guardianship, Relationship Management, Powers of Attorney, Employee Benefits, Financial Services, Estate Law, Leadership, Loans, Management, Accounting, Investments, Mutual Funds, Small Business
Education
California State University-Fullerton 2007 — 2008
Trust Administration
USDHS
High School Diploma
City National Bank November 2014 - Present
Citi April 2012 - November 2014
JP Morgan Chase March 2011 - December 2011
D. D. Distinguish April 2007 - April 2011
Bank of the West May 2009 - August 2009
US Banccorp March 2005 - March 2007
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Banking, Microsoft Excel, Investments, Insurance, Business Development, Credit, Finance, Leadership, Financial Services, Sales, Accounting
Education
California Lutheran University 2011 — 2013
Master in Business Administration, Financial Planning and Services
University of California, Santa Barbara 2007 — 2010
Bachelor of Arts, Chemistry
City National Bank July 2015 - Present
Altura Credit Union July 2012 - Present
Sierra Middle School January 2009 - January 2012
Skills
Microsoft Office, Microsoft SQL Server, Access, Symitar, C++, Credit Analysis, Time Series Analysis, R, Statistics, Banking, Data Analysis, Credit, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
California State Polytechnic University-Pomona 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Statistics
City National Bank November 2006 - Present
Mt. San Antonio College August 1998 - 2007
Software Management Consultants, Inc May 2006 - November 2006
Radlink, Inc December 2005 - May 2006
Encore Credit Corp December 2003 - November 2005
Fremont Investment and Loan July 1999 - November 2003
Rockwell Collins Passenger Systems November 1997 - July 1999
Skills
SDLC, SharePoint, VB.NET, .NET, Database Design, C#, Application Architecture, Systems Analysis, Business Modeling, SQL Server, Application Development, ASP.NET, Business Intelligence, SQL, IIS, Enterprise Architecture, Databases, Business Analysis, Software Development, ITIL, Agile, Software Project..., Security, Team Leadership, IT Management, Database Administration, Mentoring, Disaster Recovery, IT Strategy, Microsoft SQL Server, Agile Methodologies, Visual Studio, Web Services, Java, Integration, Windows, Visual Basic, Analysis, Change Management, XML, Network Security, Networking, Business Process, Project Management, ASP, Access, Linux, PowerShell, Troubleshooting, Visio
Education
California State Polytechnic University-Pomona 1995 — 1997
BS, Computer Information Systems
Saddleback College 1994 — 1995
Computer Science
University of California, Davis 1992 — 1994
BS, Undeclared
Trabuco Hills High School 1988 — 1992
Union Bank January 2005 - Present
City National Bank February 1999 - February 2005
Home Savings of America 1986 - 1999
Skills
Risk Management, Business Process..., Team Building, Strategic Planning, Application Architecture, Technical Support, Operations Management, Management, Project Planning, Information Technology, Relationship Management, Enterprise Software, Cross-functional Team..., Process Improvement, Executive Management, Leadership, IT Strategy, SDLC, Program Management, Governance, Change Management, Requirements Analysis, Organizational..., Business Development, Software Documentation, Management Consulting, Project Management, CRM, Team Leadership, Retail Banking, Business Process..., Banking, Integration, Budgets, Business Analysis, Mergers & Acquisitions, Project Portfolio..., Financial Services, Vendor Management, Finance, ITIL, Analysis, Business Intelligence, Outsourcing, Portfolio Management, Financial Analysis, Strategy, IT Management, Security, Process Engineering
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1981 — 1986
BA, Business - MIS Concentration
West Covina High School 1978 — 1981
City National Bank May 2011 - Present
City National Bank October 2010 - April 2011
Southern California Edison November 2009 - October 2010
Intuit October 2008 - August 2009
Kaiser Permanente June 2005 - September 2008
CBA Media Marketing October 2003 - May 2005
The Kern Organization 2003 - 2003
Business Objects Americas October 1997 - August 2002
Informix Software July 1996 - September 1997
Curtis Rand Industries 1995 - 1996
Skills
Lead Generation, Segmentation, Direct Marketing, Email Marketing, Marketing Strategy, Program Management, Database Marketing, Integrated Marketing, Vendor Management, Marketing Communications, Marketing Management, Customer Acquisition, Online Lead Generation, Direct Mail, Direct Response, Analytics, Digital Marketing, Multi-channel Marketing, Project Management, Strategic Partnerships, Leadership, Marketing, Customer Retention, Online Marketing, Sales Management, Mobile Marketing, Product Marketing, Cross-functional Team..., Strategy, Management, Process Improvement, B2B Marketing, Market Planning, Strategic Planning, Product Development, Creative Direction, Mobile Devices, Sales, Budgets, E-commerce, Analysis, Product Management, CRM, Online Advertising, Customer Experience, Competitive Analysis
Education
Thunderbird School of Global Management 1990 — 1992
MBA, Marketing
California State University-Dominguez Hills 1983 — 1988
BS, International Business, Marketing
I & I Brewing January 2011 - Present
Sage December 2007 - Present
City National Bank April 2007 - December 2007
New Century Mortgage November 2005 - April 2007
Encore Credit Corporation April 2004 - November 2005
Fremont Investment & Loan September 2001 - April 2004
Boeing July 1998 - September 2001
Skills
SharePoint, Crystal Reports, SDLC, Microsoft SQL Server, SQL, T-SQL, Business Analysis
Education
Cal Poly Pomona 2000 — 2003
MBA, Business Administration
Cal Poly Pomona 1995 — 1998
BS, Business Administration, Computer Information Systems
Esri May 2013 - Present
City National Bank September 2010 - May 2013
ESRI March 2008 - September 2010
j2 Global Communications January 2007 - February 2008
Business Engine Corporation May 2002 - December 2006
Teleflora LLC October 2000 - February 2002
Canon Communications LLC December 1997 - October 2000
Skills
Disaster Recovery, Network Security, Cisco Technologies, Data Center, Security, Virtualization, System Administration, Cisco Networking Devices, Cisco Nexus, Cisco Routers, MPLS, WAN, Firewalls, Information Security, Network Architecture, Network Design, Networking, Project Management
Education
California State Polytechnic University Pomona 1991 — 1996
BS, Communications
Westwood College August 2014 - Present
Seymour Computer Consulting October 1997 - Present
Loma Linda V.A. Hospital 2014 - 2015
Business Network International May 2008 - August 2014
UEI College June 2010 - September 2013
Rancho Cucamonga Chamber of Commerce September 2008 - June 2012
Northrop Grumman 2001 - February 2008
Aerojet 1987 - 2001
City National Bank December 1986 - October 1987
United States Marine Corps June 1979 - April 1983
Skills
Troubleshooting, SharePoint, Active Directory, Networking, Security, Technical Writing, Visio, Computer Hardware, Network Security, Information Technology, Team Leadership, Leadership, Management, IT Management, Team Building, Windows 7, Disaster Recovery, Technical Support, Training, Databases, Network Administration, System Administration, Microsoft Office, Hardware, Windows, Help Desk Support, Access, Windows Server, Linux, Data Center, Virtualization, Operating Systems, Cisco Technologies, Servers, TCP/IP, XP, Software Installation, IT Operations, Software Documentation, System Deployment, Microsoft SQL Server, Microsoft Technologies, Vendor Management, Information Security, Integration, IT Service Management, ITIL, Program Management, Project Management, Citrix
Education
University of Phoenix 2005 — 2008
MBA, Technology Management
California State Polytechnic University-Pomona 1989 — 1991
Bachelor's Degree, Computer Information Systems
City National Bank October 2008 - Present
Indymac Bank October 2007 - October 2008
Pacific Capital Bancorp April 2007 - April 2008
Trango Advisory 2008 - 2008
East West Bank 2007 - 2007
City National Bank October 2003 - January 2006
Ameriquest Capital Corporation 2006 - 2006
ManSims 2004 - 2006
KPMG, LLP June 2000 - October 2003
Cal Poly Pomona 1995 - 1999
Skills
Business Development, Project Delivery, Fixed Income, IT Audit, Management, Payments, Risk Management, Sarbanes-Oxley Act
Education
California State Polytechnic University-Pomona 1995 — 1999
Pasadena High School 1991 — 1993
Bradoaks Elementary
Bradoaks Elementary
CAIM, LLC - a California limited liability company August 2009 - Present
2008 November 2008 - July 2009
City National Bank November 1998 - October 2008
Home Savings of America FSB December 1986 - November 1998
Care Enterprises, Inc. October 1984 - December 1986
The Walt Disney Company October 1983 - October 1984
EY (formerly Ernst & Young) September 1981 - September 1983
Skills
Loans, Program Management, Mortgage Lending, Banking, Loan Origination, Credit, Risk Management, Small Business Lending, Financial Services, Internet Banking, Financial Risk, Relationship Management, Analysis, Financial Analysis, Treasury Management, Commercial Lending, Credit Analysis, Portfolio Management, Management, Auditing, ACH, Commercial Banking, Accounting, Consumer Lending, Cash Management, Corporate Finance, Mortgage Banking, Leadership, Finance, Financial Reporting, Retail Banking, Financial Institutions, Loan Servicing, AML, Credit Risk, Electronic Payments, Wealth Management, Deposits, Executive Management, Enterprise Risk..., Asset Management, Asset Based Lending, Residential Mortgages
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1979 — 1981
B.A., Accounting, honors graduate
Union Bank January 2012 - Present
JPMorgan Chase September 2011 - January 2012
Be True Foods, LLC April 2010 - September 2011
City National Bank July 2009 - October 2009
JPMorgan Chase February 2007 - January 2009
Washington Mutual July 2003 - January 2007
Washington Mutual August 2002 - July 2003
Washington Mutual January 1999 - June 2002
Washington Mutual March 1997 - November 1998
Skills
Requirements Analysis, Business Analysis, Change Management, Access, Enterprise Software, Leadership, Management, Project Planning, Software Documentation, Strategy, Testing, Vendor Management, Analytics, Databases, Banking, Executive Management, SDLC, Process Improvement
Education
California State Polytechnic University-Pomona 1988 — 1993
B.S., Finance, Real Estate & Law
City National Bank September 2012 - Present
OneWest Bank FSB October 2009 - September 2012
OneWest Bank October 2009 - September 2010
JPMorgan Chase February 2003 - November 2007
Provident Savings Bank October 2001 - February 2003
Carat USA October 2000 - March 2001
Skills
Loans, Credit, FHA, Customer Service, Analysis, Jumbo loan products, Appraisal Review, Performance Appraisal
Education
California State University-Fullerton 2008 — 2009
B.A., Political Science
Fullerton College 2005 — 2007
Political Science and Government
City National Bank January 2007 - Present
Union Bank May 2001 - May 2006
California Bank & Trust 2000 - 2001
Wells Fargo Bank 1996 - 1999
Standard Chartered Bank January 1991 - October 1996
First Interstate Bank 1986 - 1991
Skills
OFAC, Foreign Exchange, Banking, Treasury Management, Commercial Banking, Commercial Lending, Loans, Lines Of Credit, Cash Management, Small Business Lending, Credit, Asset Based Lending, Credit Analysis, Commercial Mortgages, Private Banking, Relationship Management, Portfolio Management
Education
California State University-Fullerton 2007 — 2012
Master of Business Administration (MBA)
California State University - Bakersfield 1975 — 1979
BS, Business and Public Administration
First Republic Bank August 2010 - Present
First Foundation Advisors December 2009 - July 2010
City National Bank 1999 - 2009
U.S. Trust 1994 - 1999
Education
California State Polytechnic University-Pomona 1983 — 1987
Bachelor of Science, Finance
City National Bank August 2012 - Present
City National Bank December 2009 - August 2012
WesCorp June 2007 - December 2009
Kinecta Federal Credit Union 2003 - 2007
Farmers Insurance Group FCU January 1990 - April 2003
Skills
ACH, Banking, Vendor Management, Cash Management, Electronic Payments, Risk Management, Process Improvement, Internet Banking, Relationship Management, Payments, Call Center, Credit Cards, Product Management, Credit Unions, Treasury Management, Business Analysis, Strategic Planning, Payment Systems, Project Management
Education
California State University-Dominguez Hills 2000 — 2003
Bachelor of Science (BS), Computer/Information Technology Administration and Management
sherman e burroughs 1983 — 1987
East West Bank January 2013 - Present
City National Bank July 2007 - October 2012
City National Bank September 2005 - July 2007
City National Bank October 1998 - September 2005
Home Savings of America 1996 - 1998
First Interstate Bank 1990 - 1996
Skills
Treasury Management, Cash Management, Internet Banking, Commercial Banking, ACH, Banking, Commercial Lending, Electronic Payments, Project Finance, Project Management, Payments, Deposits, Treasury Services, Relationship Management, Cross Selling, Financial Risk, Risk Management, Credit Cards, Financial Services, Portfolio Management, Retail Banking, Private Banking, Financial Institutions, Core Banking, Middle Market, Product Management, Finance, Operational Risk...
Education
California Polytechnic State University-San Luis Obispo
BA, Business Administration
City National Bank September 2010 - Present
Sun West Bank 2007 - 2010
Boys and Girls Club of America 1983 - 2010
Wells Fargo Bank 1977 - June 2007
Wells Fargo 2002 - 2007
Nevada State Bank 1989 - 2003
Education
California State University-Chico
Business Administration
Cricket Wireless June 2014 - Present
Cricket Communications February 2012 - Present
Cricket Communications December 2013 - June 2014
Cricket Communications March 2011 - February 2012
Cricket Communications May 2010 - March 2011
Cricket Communications March 2009 - May 2010
City National Bank April 1997 - October 2005
Skills
Active Directory, Windows 7, Windows Server, Management, Microsoft Office, iPhone, Help Desk Support, Telecommunications, Troubleshooting, Network Administration, Computer Hardware, Vendor Management, Windows 95, Wireless Networking, Team Leadership, Technical Support, Testing, Integration, Novell Netware, JavaScript, Visio, Routers, Disaster Recovery, TCP/IP, System Deployment, Operating Systems, Servers, System Administration, VPN, DNS, SharePoint, VMware, Access, Databases, Software Documentation, HTML/XML, Networking, Business Analysis, ITIL v3 Foundations..., IT Service Management, ITIL Certified, Powershell, IT Operations, Data Center, IT Management
Education
California State Polytechnic University-Pomona
Accounting
City National Bank May 2015 - Present
City National Bank December 2009 - Present
Imperial Capital Bank November 2008 - December 2009
iStar Financial Inc. July 2007 - May 2008
Fremont Investment & Loan July 1996 - July 2007
Home Savings of America October 1992 - July 1996
Skills
Financial Modeling, Loans, Asset Managment, Asset Management, Commercial Lending, Portfolio Management, Risk Management, Commercial Real Estate, Finance, Analysis, Due Diligence, Credit, Real Estate Economics, Mortgage Lending, Credit Analysis, Underwriting, Valuation, Loan Origination, Banking, Investments, Real Estate Financing
Education
California State Polytechnic University-Pomona
Bachelors of Science, Finance, Real Estate and Law - Real Estate emphasis
City National Bank November 2012 - Present
OneWest Bank March 2009 - July 2012
Indymac Bank, FSB January 2006 - January 2009
Indymac Bank, FSB January 2004 - January 2006
Indymac Bank, FSB January 2002 - January 2004
Indymac Bank, FSB January 2000 - January 2002
Finance America LLC January 1998 - January 2000
Bankers Trust Company January 1993 - January 1998
Bankers Trust Company January 1992 - January 1993
Skills
Banking, Mortgage Banking, Mortgage Lending, Loans, Credit, Loss Mitigation, Securitization, Portfolio Management, Capital Markets, Loan Servicing, Credit Risk, Loan Origination, Structured Finance, Financial Modeling, Asset Managment
Education
California State Polytechnic University-Pomona 1992 — 1996
Master of Business Administration (MBA), Financial Management
California State Polytechnic University-Pomona
BS, Business Administration
University of California
Continuing Education, Database Design and Programming in C
City National Bank May 2004 - Present
Union Bank September 2003 - May 2004
Education
California State University-Dominguez Hills
BS, Management, Accounting
City National Bank August 2014 - Present
Robert Half Technology October 2013 - May 2014
INROADS March 2013 - October 2013
INROADS October 2010 - March 2013
Ingram Micro September 2007 - October 2010
Ingram Micro March 2006 - September 2007
Macy's West March 2004 - March 2006
Pfizer May 2003 - September 2004
Skills
Sales Management, Event Planning, Salesforce.com, Direct Marketing, Account Management, HR Consulting, Strategic Planning, IT Solutions, Leadership Development, Team Leadership, Teaching, Marketing, Direct Sales, Program Management, Leadership, Public Speaking, Marketing Communications, Recruiting, Email Marketing, Sales, Sales Operations, Social Media, Project Management, Fundraising
Education
California State Polytechnic University-Pomona 2002 — 2005
Bachelors, Business Administration Human Resources
INROADS 2002 — 2005
Bachelor of Business Administration (BBA), Human Resources Management and Services
Southern University and Agricultural and Mechanical College at Baton Rouge 2000 — 2002
n/a, Business Management
Troy High School
UCLA Anderson School of Management
Toyota Financial Services July 2013 - Present
Fragomen, Del Rey, Bernsen & Loewy September 2012 - June 2013
Pacific Life July 2011 - May 2012
Guidance Software May 2011 - June 2011
20th Century Fox October 2000 - May 2011
Pacific Century Bank May 1998 - October 2000
City National Bank March 1996 - May 1998
Litton Industries February 1992 - March 1996
Skills
SharePoint, Active Directory, IIS, SharePoint Designer, DNS, Microsoft SQL Server, Powershell, Kerberos, ControlPoint, Disaster Recovery
Education
California State University-Dominguez Hills
Business/Computer Information Systems
MUFG - Union Bank April 2011 - Present
City National Bank 2003 - 2011
BBVA Bancomer USA 2002 - 2003
Arthur Andersen 1998 - 2002
Skills
Internal Audit, Risk Management, Risk, Internal Controls, Compliance, Auditing, Bank Secrecy Act, Banking, Financial Risk, Sarbanes-Oxley Act, Operational Risk..., AML, Fraud, Finance, IT Audit, Process Improvement, Cash Management, Financial Services, Enterprise Risk..., Financial Analysis, Due Diligence, Risk Assessment, USA PATRIOT Act, Sarbanes-Oxley
Education
California State Polytechnic University-Pomona
BS, Accounting
City National Bank June 2015 - Present
Merrill Lynch February 2015 - April 2015
First Republic Bank May 2012 - February 2015
The Guardian Life Insurance Company of America February 2012 - May 2012
Morgan Stanley Smith Barney September 2000 - January 2012
Sun Life Financial October 1999 - September 2000
Smith Barney September 1996 - October 1999
Provident Mutual 1993 - 1996
Equitable Life (Axa) 1990 - 1993
Skills
Wealth Management, Estate Planning, Succession Planning, LGBT issues, Charitable Giving..., Financial Planning, Series 7, Series 24, Series 63, Series 65, Series 6, Diversity Training
Education
Brooklyn Law School 1982 — 1985
JD, Corporate Law, Estate and Trust Law
New York University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
City National Bank April 2013 - Present
City National Bank May 2010 - April 2013
City National Bank April 2007 - May 2010
Citibank January 2001 - April 2007
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Credit, Commercial Real Estate, Business Acquisition, Treasury Management, Deposits
Education
California State Polytechnic University-Pomona
Bachelors of Science, Business Administration/Finance
City National Bank May 2014 - Present
Silicon Valley Bank May 2011 - April 2014
Silicon Valley Bank March 2009 - July 2011
Silicon Valley Bank September 2006 - March 2009
Silicon Valley Bank August 2005 - September 2006
Skills
Credit Analysis, Sales, Credit, Finance, Financial Analysis, Due Diligence, Investments
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
B.S., Business Administration
City National Bank May 2015 - Present
AEW Capital Management November 2012 - May 2015
City National Bank April 2011 - November 2012
Union Bank, FDIC February 2009 - March 2011
Prudential (PMCC) July 2005 - July 2008
MetLife December 1997 - June 2005
Prudential Realty Group May 1989 - April 1996
Skills
Portfolio Management, Asset Management, Loans, Real Estate, Equities, Commercial Mortgages, Management, Valuation, Real Estate Transactions, Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Asset Managment, Disposition, Loan Origination, Due Diligence, Investment Properties
Education
University of Southern California 1987 — 1989
MBA, Real Estate Finance
California State Polytechnic University-Pomona 1985 — 1987
B.S., Real Estate Finance
City National Bank October 2012 - Present
Santa Barbara Bank & Trust (acquired by Union Bank) March 2007 - October 2012
Community Bank July 2004 - March 2007
Washington Mutual March 2001 - October 2003
Manufacturers Bank(Commercial March 1992 - March 2001
Union Bank of California September 1989 - March 1992
Wells Fargo October 1986 - September 1989
Skills
Commercial Banking, Credit, Loans, Banking, Commercial Lending, Finance, Mortgage Lending, Underwriting, Small Business Lending, Credit Risk, Treasury Management, Cash Management, Financial Analysis, Commercial Mortgages, Credit Analysis
Education
California State University-Fullerton
MA, Political science
University of California, Los Angeles
Political Science & Economics
Whittier College
BA, Political Science & Economics
City National Bank February 2012 - Present
City National Bank September 2004 - February 2012
City National Bank November 1999 - September 2004
Skills
Banking, Vendor Management, Report Writing, Crystal Reports, Business Analytics, Systems Analysis, Process Automation, Document Imaging, Workflow, Data Mining, Data Modeling, Data Warehousing, Enterprise Content..., Software Documentation, Process Improvement, Disaster Recovery, Business Intelligence, Software Project..., Analysis, ACH, Change Management, Business Analysis, Business Process..., Commercial Banking, IT Management, Management, Risk Management, Visio, Retail Banking
Education
Brunel University London 1996 — 1997
MIS, Information Technology
West London Institute 1991 — 1994
Bachelor of Science (B.Sc.), Business and Computer Studies (Honors)
South Devon College of Arts and Technology 1989 — 1991
BTEC, Computer Studies
ACAMS, Southern California Chapter May 2014 - Present
Plaza Bank July 2014 - Present
City National Bank April 2013 - July 2014
City National Bank August 2011 - March 2013
Farmers & Merchants Bank of Long Beach 2004 - 2011
Skills
Bank Secrecy Act, Anti-Money Laundering, USA PATRIOT Act, OFAC, FFIEC, BSA/AML Program, Policies & Procedures, Suspicious Activity..., Currency Transaction..., Phase I & II Exemptions, Due Diligence, Strategic Management, Team Leadership, Training, AML, Banking, Business Strategy, Policy, Fraud, Financial Risk, Financial Institutions, Finance, Retail Banking, Anti Money Laundering, Credit, Private Investigations, Risk Management, Operational Risk..., Commercial Banking, KYC, Loans, Risk Assessment
Education
Utica College
Master of Business Administration, Economic Crime and Fraud Management
California State University-Dominguez Hills
Bachelor of Science, Business Administration
Golden West College - Criminal Justice Training Center
Certificate of Achievement, Criminal Justice
Association of Certified Anti-Money Laundering Specialists
Certified Anti-Money Laundering Specialist
Metropolitan Water District of Southern California May 2004 - Present
Metropolitan Water District of Southern California May 2004 - March 2011
Metropolitan Transportation Authority of Los Angeles County June 2003 - May 2004
City National Bank 2002 - 2003
Countrywide August 2002 - December 2002
Bank of the West/Sanwa Bank California 1997 - 2002
Farmers Insurance 1992 - 1997
Avco Financial Services 1990 - 1992
Southern California Water Company May 1989 - October 1990
Skills
Risk Assessment, IT Audit, Internal Audit, Enterprise Risk..., Security, Governance, Auditing, Internal Controls, Risk Management, Sarbanes-Oxley Act, CISA, Information Security, PCI DSS, COSO, Information Technology, Network Security, Information Security..., Computer Security, COBIT, Security Awareness, SAS70, Vulnerability Assessment, Business Continuity, Vulnerability Management, Sarbanes-Oxley, Disaster Recovery, ISO 27001, Business Process, Business Process..., Business Continuity...
Education
California State Polytechnic University-Pomona
MSBA, IS Auditing
Tamkang University
BS, Business Administration
Farmers & Merchants Bank of Central California September 2013 - Present
City National Bank 2005 - September 2013
Boeing Capital Corporation 1999 - 2005
AVCO Financial Services 1997 - 1999
Pitney Bowes Credit Corporation 1994 - 1997
ITT Commercial Finance 1989 - 1994
Skills
Portfolio Management, Financial Analysis, Risk Management, Credit, Due Diligence, Equipment Loans, Commercial Lending, Credit Analysis, Asset Based Lending, Credit Risk, Loans, Underwriting, Small Business Lending, Syndications, Aircraft Leasing, Aircraft Finance, Lease Financing, Lease Negotiations, Lease Administration, Aviation, SOX, Documentation, Negotiation, Operations Management, Document Management, Pricing, Start-ups, Structured Finance, Lines Of Credit
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1981 — 1987
BS, Real Estate Finance and Personal Investment
City National Bank May 2014 - Present
Orange County's Credit Union May 2002 - May 2014
Fiscal Financial Credit Union March 1999 - May 2002
Union Bank December 1996 - February 1999
North Island Credit Union 1989 - 1996
Skills
Consumer Lending, Customer Service, Coaching, Credit Unions, Loans, Underwriting, Loss Mitigation, Insurance, Loan Servicing, Policy, Management, Project Management, Process Improvement, Risk Management, Leadership, Mortgage Lending, Call Centers, Business Development, Credit, Training
Education
California State University-Fullerton 1974 — 1975
No, General
Bernard Brothers August 2013 - Present
City National Bank January 2013 - August 2013
Harris Corporation January 2009 - September 2012
Verizon Business March 2004 - August 2009
Nortel Networks January 1992 - January 2003
Skills
VoIP, MPLS, Unified Communications, Sales Engineering, VPN, Integration, Cloud Computing, OSPF, Network Architecture, Managed Services, Networking, Network Design, Avaya, Data Center, Cisco Technologies, Telecommunications, SDH, IP, Routers, Solution Selling, ATM networks, Network Security, WAN, Telephony, RIP, BGP, LAN-WAN, Wireless, Ethernet, Switches, Frame Relay, Firewalls, SIP, T1, Cisco Call Manager
Education
California Lutheran University 1998 — 2000
Master of Business Administration, Marketing and International Business
California State University
Bachelor of Science Degree, Electrical Engineering and Computer science
US Bank December 2007 - Present
US Bank December 2007 - Present
City National Bank 1999 - 2005
First Interstate Bank 1987 - 1999
Skills
Banking, Commercial Banking, Treasury Management, Customer Service, Finance, Financial Analysis, Management, Small Business Lending, Sales, Credit Analysis, Loans, Commercial Lending, Consumer Lending, Payments, Credit, Relationship Management, Mortgage Lending, Risk Management, Cash Management, Portfolio Management, Credit Cards, Sales Management, Retail Banking
Education
California State University-Fullerton
Bachelor of Arts (BA)
Pacific Coast Banking School - University of Washington
Barbosa Cabinets, Inc. April 2015 - Present
Barbosa Cabinets, Inc. September 2014 - April 2015
Innovative Interfaces April 2014 - September 2014
Innovative Interfaces, Asset Watch, Big Joe Lifts, Corwil Technology March 2013 - March 2014
Corwil Technology Corporation October 2005 - February 2013
City National Bank December 2003 - September 2005
GE Capital February 2002 - December 2003
GE Equity January 1998 - February 2002
General Electric January 1996 - January 1998
GE Power Systems August 1990 - January 1996
Skills
Private Equity, Mergers, Due Diligence, Leveraged Finance, Financial Modeling, Finance, Start-ups, Restructuring, Strategy, Venture Capital, Corporate Finance, Financial Analysis, Valuation, Business Strategy, Six Sigma, Executive Management, Commercial Banking, Mergers & Acquisitions, Corporate Development, M&A experience, Managerial Finance, Acquisition Integration
Education
Case Western Reserve University - Weatherhead School of Management 1992 — 1995
MBA, Finance
California Polytechnic State University-San Luis Obispo 1986 — 1990
BS, Mechanical Engineering
Banco do Brasil June 2015 - Present
American National Bank - Oakland Park, FL January 2013 - August 2014
Broward Bank of Commerce August 2011 - September 2012
Broward Bank of Commerce January 2011 - October 2011
City National Bank January 1999 - January 2011
American Bobcat Service May 1995 - December 1998
Barnett Bank of South Florida /Barnett Technologies March 1980 - May 1995
Skills
AML compliance..., Retail Banking sales..., Branch Administration, Human Resources..., Branch Management, Change Management, Sales Management, Risk, Thrive in..., Retail Banking, cash management sales, Career Development..., Operational Efficiency, Problem Solving, New Business Development, Energy, Loss Prevention, Vendor Management, Procedure Development, Procedure Review, AML, Financial Risk, Loans, Commercial Banking, Bank Secrecy Act, Banking, Credit, Risk Management, Leadership, Personnel Management, Cash Management, Commercial Lending, Consumer Lending, Small Business Lending, Anti Money Laundering
Education
University of Florida 2007 — 2009
Certification, Florida School of Banking
Broward Community College 1997 — 1999
Court Reporting
City National Bank March 2013 - Present
City National Bank March 2011 - March 2013
BankAtlantic 2005 - 2011
BankAtlantic 2003 - 2005
Regal Aerospace 1999 - 2002
Feeling at Home Inc 1996 - 1999
First Union National Bank 1984 - 1996
Skills
Risk Assessment, KYC, AML, Banking, Commercial Banking, Retail Banking, Loans, USA PATRIOT Act, Commercial Lending, Bank Secrecy Act, Fraud, Consumer Lending, Risk Management, Analysis, Credit, Operations Management, Compliance
Education
Broward College
B.S. IN BUSINESS ADMINISTRATION, Business Administration and Management, General
Bank of the West June 2015 - Present
Bank of the West September 2014 - Present
City National Bank November 2013 - Present
Bank of the West April 2012 - Present
Bank of the West January 2010 - April 2012
Bank of the West January 2008 - January 2010
JCM Sales June 2005 - April 2007
Brookwood Realty June 2003 - June 2005
Skills
Teamwork, Banking, Commercial Banking, Retail Banking, Credit Analysis, Credit, Cash Management, Relationship Management, ACH, American Sign Language, Persian, Portfolio Management, Deposits, Cross Selling, Financial Services, Treasury Management, Finance
Education
California State University-East Bay 2008 — 2009
B.S., Business Adminstration
City National Bank September 2000 - February 2014
Skills
Wealth Management, Equities, Financial Modeling, Investments, Investment Management, Asset Allocation, Portfolio Management, Microsoft Excel, Financial Analysis, Asset Management
Education
California State Polytechnic University-Pomona
Bachelor of Science - Finance
Bank of Santa Clarita March 2004 - Present
City National Bank 1996 - 2004
Metrobank 1984 - 1996
Union Bank 1981 - 1983
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Cash Management, Credit Analysis, Financial Analysis, Mergers, Asset Based Lending, Treasury Management, Portfolio Management, Due Diligence, Risk Management, Underwriting
Education
California State University-Fresno 1977 — 1981
BS, Accounting
University of California, Davis 1976 — 1977
Engineering
Crespi Carmelite High School 1972 — 1976
Plaza Bank July 2015 - Present
City National Bank December 2013 - June 2015
Plaza Bank March 2009 - December 2013
Far East National Bank December 2006 - February 2009
Skills
Small Business Lending, Commercial Banking, Financial Services, Commercial Lending, Credit Analysis, Credit, Retail Banking, Banking, Commercial Mortgages, Finance, Financial Analysis, Loans, Mortgage Lending, Loan Origination, Portfolio Management
Education
California State University-Fullerton
Finance
City National Bank 2010 - 2012
Bank of the West November 2003 - December 2010
Skills
Commercial Lending, Loans, Small Business Lending, Credit, Relationship Management, Cross Selling, Real Estate, SBA, Commercial Banking, Credit Risk, Deposits, Branch Management, Capital Markets, Commercial Real Estate, Loan Origination, Credit Analysis, Sales, Lines Of Credit, Portfolio Management, Mortgage Lending, Banking, Treasury Management, Cash Management, Asset Based Lending, Commercial Mortgages, Consumer Lending, Retail Banking, Mortgage Banking, Finance
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1992
B.A, Finance
City National Bank November 2010 - Present
Advantage Professional April 2010 - October 2010
Robert Half International March 2008 - April 2010
Wells Fargo Bank January 2002 - February 2008
Education
California State University-Fullerton 1998 — 2002
Communcations, Advertising
City National Bank July 2014 - Present
Fix Auto USA June 2012 - July 2014
Fix Auto USA June 2009 - June 2012
Fix Auto USA June 2006 - June 2009
Skills
Banking, Loans, Finance, Financial Analysis, Mortgage Lending, Small Business Lending, Relationship Management, Customer Service, Account Management, New Business Development, Sales, Process Improvement, Microsoft Office, Customer Satisfaction, PowerPoint, Sales Management, Salesforce.com, Management, Business Development, Team Building, Marketing, Marketing Strategy, Outlook, Microsoft Word, Negotiation, Leadership, Microsoft Excel, Time Management, Event Planning, Public Speaking, Recruiting, Project Planning, Call Centers, B2B, Social Media Marketing, Insurance, Advertising, Customer Retention, Strategic Planning, Coaching, Product Management, Sales Process, Lead Generation, Sales Presentations, CRM, Training
Education
California State University-Fullerton 2004 — 2009
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Far East National Bank December 2010 - Present
City National Bank December 2009 - December 2010
Imperial Capital Bank 2006 - 2010
Education
California State University-Fullerton
BA, Finance - Economics
Kaiser Permanente March 2015 - Present
Kaiser Permanente April 2013 - March 2015
Latham & Watkins LLP March 2011 - March 2013
City National Bank February 2007 - March 2011
Target Corporation June 2005 - November 2006
Skills
MS Office Suite, Microsoft Access, Brio Redbrick Database, SAP, SAP Business Objects, VBA, Adobe, POS, Scripting Emulator, Foxtrot Suite, Chinese (Mandarin &..., Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Treasury Management, Cash Management, Forecasting, Commercial Banking, Business Objects, Banking, Financial Modeling, Analysis, Strategy, Business Process..., Finance, Leadership, Budgets, Strategic Planning, Project Management, Business Analysis, Change Management, Financial Services, Financial Reporting, Corporate Finance, Human Resources, Mergers & Acquisitions, Risk Management, Access, Strategic Financial..., Managerial Finance, Accounting, Due Diligence, Sarbanes-Oxley Act, Project Finance, Cash Flow, Variance Analysis, Credit
Education
California State University-Fullerton
Bachelor of Arts, Business Administration - Finance
City National Bank January 2013 - Present
Comerica Bank April 2010 - June 2012
Federal Reserve Bank of San Francisco June 2007 - December 2009
Wells Fargo Bank December 2002 - May 2007
Wells Fargo Bank December 1999 - November 2002
Skills
Employee Training, Leadership, Payments, Performance Management, Coaching, Banking, Process Improvement
Education
Cal Poly Pomona 1999 — 2002
Bachelor of Business Administration (BBA)
City National Bank June 2011 - Present
City National Bank March 2009 - May 2011
Wells Fargo January 2003 - February 2009
Classroom Connect January 1999 - December 2002
Skills
Asset Based Lending, Commercial Banking, Leadership, Commercial Lending, Banking, Portfolio Management, Credit Analysis, Mortgage Lending, Underwriting, Credit, Loans, Financial Analysis, Loan Origination, Risk Management, Treasury Management, Credit Risk
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), Finance
California State University-Hayward
Bachelor's degree, Anthropology
Huntington National Bank August 2011 - Present
City National Bank 2000 - 2011
Education
Butler University
City National Bank June 2010 - Present
Imperial Bank May 1996 - December 2010
Comerica Bank December 2001 - June 2010
Education
Cal State Fullerton 1983 — 1985
Bachelor of Science (BS), Finance, General
El Toro High School 1978 — 1981
City National Bank April 2009 - Present
Chase March 2002 - March 2009
Bank of America October 1990 - February 2002
Skills
Underwriting, Commercial Lending, Loans
Education
California State University-Fullerton
Allied Integrated Marketing October 2013 - Present
City National Bank June 2012 - Present
Citi November 2008 - May 2012
Education
California State University, Los Angeles - College of Business and Economics 2008 — 2011
Bachelor's Degree, Television, Film and Media Studies
City National Bank April 2011 - Present
City National Bank June 2005 - April 2011
Bank of America March 2003 - June 2005
Skills
Team Leadership, Corporate Fraud..., Bank Secrecy Act, People Skills, Analyze Information, Financial Guidance, Employee Training, Bilingual-English/Spanis..., Computers, IP Addressing, Reports, Supervisory Skills, Anti Money Laundering, banking operations, Due Diligence, KYC, Core Banking
Education
California State University-Fullerton 1998 — 2003
Bachelor of Arts (BA), Criminal Justice/Law Enforcement Administration
ADP April 2011 - Present
Bank of America June 2010 - April 2011
Self Employed (Bakery/Catering Company) April 2009 - April 2010
Citi November 2007 - April 2009
City National Bank May 2006 - November 2007
Washington Mutual Bank June 1994 - May 2006
Skills
2010 Named “New Small..., Credit, Risk Management
Education
California State University-Fullerton 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
University of California, Irvine 1991 — 1993