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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City National Bank Employees
City National Bank May 2006 - Present
Skills
Financial Analysis
Education
La Puente High 1987 — 1990
Diploma, All Courses required
San Diego City College
Business Administration and Management, General
Upper Iowa University - Office of Institutional Advancement & Alumni Development August 2014 - Present
Nova Southeastern University November 2008 - July 2014
Nova Southeastern University April 2006 - November 2008
City National Bank June 2002 - April 2006
Skills
Microsoft Office, Sungard, Advancement Services, Business Services, Time Management, Leadership, Banking, Customer Service, Outlook, Public Speaking, Accounting Management, Organizational..., Fundraising operations, Coaching, Executive Coaching, Employee Training, Account Reconciliation, Bank Reconciliation, Account Management, General Ledger..., Fundraising Management, Campaign Management, Gift Procecessing..., Conference Training, Technical Services, Technical Support, Hiring Personnel, Fundraising, Higher Education, Management, Program Development, Student Development, Conflict Resolution, Staff Development, Grant Writing, Leadership Development, Academic Advising, Admissions, Career Counseling, Adult Education, Alumni Relations, Academic Administration, Student Recruiting, Community Outreach, Nonprofits, Resume Writing, Student Affairs, Psychology, Event Planning, Enrollment Management
Education
Nova Southeastern University 2012 — 2014
Master of Public Administration (MPA), Masters Of Public Administration
Nova Southeastern University
B.S, Criminal Justice & Forensic Psych.
Bank of America January 2011 - Present
City National Bank February 2010 - January 2011
Washington Mutual (Chase) March 2007 - May 2009
Union Bank January 2000 - March 2007
Bank of America January 1987 - January 2000
Wells Fargo Bank January 1980 - January 1987
Skills
Credit Analysis, Credit, Banking, Small Business Lending, Sales Management, Finance, Business Development, Retail Banking, Management, Sales, Selling, Financial Analysis, Sales Process, Relationship Management, Commercial Mortgages, Cross Selling, Loans, Wealth Management, Account Management, Loan Origination, Investments, Underwriting, Risk Management, Mortgage Lending, Coaching, Lines Of Credit, Commercial Banking, Commercial Lending, Treasury Management, Consumer Lending, Team Management, Mortgage Banking, Small Business, Cash Management, Asset Based Lending, SBA, Portfolio Management, Financial Services, Deposits, Refinance, Credit Risk, Credit Cards, Branch Management, Private Banking, Residential Mortgages, Construction Loans, Mortgage Underwriting
Education
University of California, Los Angeles 1972 — 1974
Bachelor of Arts Degree, History
Pasadena City College 1970 — 1972
AA, History
Pasadena High School 1967 — 1970
Yes, General
Deutsche Bank January 2014 - Present
Comerica Bank May 2008 - January 2014
City National Bank April 2006 - May 2008
Bank of America August 1999 - April 2006
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Wharton Executive Leadership Program/ABA Stonier Graduate School of Banking
Randolph-Macon College
Bachelor of Arts (B.A.)
CenterState Bank June 2014 - Present
First Southern Bank April 2012 - Present
Florida Shores Bank November 2010 - June 2012
Seacoast National Bank March 2007 - October 2009
City National Bank 1998 - 2007
C&S Bank 1987 - 1991
Skills
Commercial Lending, Loans, Commercial Banking, Private Banking, Credit Analysis, Commercial Mortgages, Small Business Lending, Consumer Lending, SBA, Residential Mortgages, Loan Origination, Banking, Underwriting, Real Estate, Mortgage Lending, Lines Of Credit, Credit, Due Diligence, Credit Risk, Commercial Real Estate, Mergers & Acquisitions, Mortgage Banking, Asset Management, Portfolio Management, Real Estate Economics, Real Estate Financing, Asset Based Lending, Retail Banking, Investment Properties, Cash Management, Treasury Management, Construction Loans, Cross Selling, Deposits, Investments
Education
Allstate Construction College
Licensed General Contractor
Nova Southeastern University
Commercial Lending
University of Florida/F.A.U.
B.A., English
Southern California Edison October 2003 - Present
City National Bank June 1999 - May 2003
iNet Technology Partners, LLC January 2000 - September 2002
Merisel America's January 1997 - May 1999
Skills
Troubleshooting, Business Process, Process Improvement, Integration, Leadership, Project Management, Analysis, Management, Training, SDLC, Business Process..., Customer Service, Customer Support, Budgets, Budget Process, Technical Support, Technology, Information Technology, Operations Management, Technical Leadership, Team Leadership, Manage Client..., Performance Management, System Deployment, Operational Excellence, IT Operations, Databases, Enterprise Software, Servers, Testing, Change Management, Windows Server, Hardware, Project Planning, Forecasting, Strategy, Human Resources, Business Planning, Vendor Management, Strategic Planning, Continuous Improvement, Resource Management, Program Management, Software Documentation, Operating Systems
Education
Troy University
Business and Information Systems Leadership
Rio Hondo College 1993 — 1993
General Studies
Pasadena City College 1992 — 1992
General Studies
CITY NATIONAL BANK April 2015 - Present
Capstone Valuation Advisors January 2013 - Present
South Florida Chapter of the Appraisal Institute January 2014 - December 2014
Integra Realty Resources June 2012 - December 2012
Colliers International July 2009 - May 2012
Cushman & Wakefield 1989 - 2009
Skills
Feasibility Studies, Appraisals, Real Estate, Real Estate Economics, Corporate Real Estate, Real Estate Development, Brokerage, Leases, Disposition, Appraising, Investment Properties, Real Estate Transactions, Expert Witness, Retail, Residential Homes, Property, Portfolio Management, Finance, Appraisal Skills, DCF Valuation
Education
Old Dominion University 1984 — 1987
Bachelor of Science, Finance/Real Estate
Appraisal Institute
MAI Designation, Real Estate Appraisal
City National Bank April 2015 - Present
TD Bank Group April 2014 - April 2015
PNC December 2009 - April 2014
Skills
Consumer Lending, Home Equity Loans, Lines Of Credit, Branch Banking, Sales, Banking, Home Equity Lines of..., Retail Banking, Credit, Customer Service, Mortgage Lending, Cross Selling, Microsoft Office, Small Business, Loans, Leadership, Microsoft Excel, Social Networking, Entrepreneurship, Risk Management, Event Planning, Customer Retention, Public Speaking, Credit Cards, Cold Calling, Life Insurance, HTML, Management, Variable Annuities, Fixed Annuities, Small Business Lending, Savings Accounts, Money Market Accounts, Account Management, Cash Flow, Business Development, Public Outreach, Onsite Coordination, Microsoft Word, Event Management, Photoshop, Organizational Behavior, Self-starter, Self-confidence, Social Skills, Customer Satisfaction, Credit Analysis, Financial Services, Commercial Banking, Commercial Lending
Education
Palm Beach State College 2007 — 2011
Associate of Arts (AA)
Spanish River Community HIgh School 2003 — 2007
High School Degree
Consultant January 2009 - Present
Harbor Regional Center January 2002 - November 2008
Financial Services Consultant August 2000 - December 2001
City National Bank January 1998 - August 2000
Harbor Bank January 1992 - January 1998
Chroma Copy International, LP, Santa Ana, CA December 1989 - November 1991
Chroma Copy International, LP,New York, NY June 1987 - December 1989
Arthur Andersen & Co. September 1984 - May 1987
Skills
Strategic Planning, Consulting, Business Strategy, Advocacy, Nonprofits, Networking, Budgets, Organizational..., Strategy, Executive Management, Board Relations, Collaborative Problem..., Community Outreach, Entrepreneurship, Risk Management, Contract Negotiation, Workshop Facilitation, Fundraising, Integrity, Compliance, Organizational..., Communication, Financial Management..., Internal Controls, Personal Development, Critical Thinking, Team Building, Non-profit Leadership, Leadership, Team Leadership, Program Management, Non-profit Board..., Public Speaking, Event Planning, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Queens College 1979 — 1984
Bachelor of Arts (B.A.), Accounting and Information Systems
City National Bank June 2013 - Present
Allied Builders In.c May 2009 - November 2010
Skills
Mortgage Lending, Credit, Loans, Banking
Education
Nova Southeastern University 2010 — 2011
University of Central Florida - College of Business Administration 2006 — 2009
Bachelor's degree
Greenlight Loans December 2014 - Present
J.P. Morgan April 2009 - March 2014
Merrill Lynch January 2005 - May 2008
City National Bank December 2003 - January 2005
Skills
Mortgage Lending, Underwriting, Loan Origination, Funding, Residential Mortgages, Credit Analysis, Mortgage Servicing, Credit Risk, FNMA, FHLMC, Risk Management, Risk Assessment, Leveraged Lending, High Net Worth..., Private Banking, Mortgage Banking, Loans, Loss Mitigation, Financial Services, Credit, Mortgage Underwriting, Banking, Customer Service, Financial Analysis, Loan Servicing, Refinance
Education
Estancia High School
Diploma obtained with honors.
Orange Coast College
Business and Psychology Degrees in Progress
City National Bank July 2013 - Present
American Heart Association American Stroke Association 2007 - March 2013
Shlemmer+Algaze+Associates August 2010 - June 2012
Melendrez October 2002 - December 2009
NBBJ 2000 - 2002
Frank O. Gehry Associates 1998 - 2000
Hardy Holzman Pfeiffer Associates 1992 - 1998
Skills
Program Management, Sustainable Design, Submittals, Strategic Planning, Proposal Writing, Design Research, Marketing, Project Management, Leadership, Sustainability, Management, Corporate Recruiting, High-volume Recruiting, Succession Planning, Ownership Transition
Education
Pepperdine University 1993 — 1995
BS, Management
DaVita, Inc. March 2012 - Present
West Coast University August 2010 - March 2012
DAVITA, INC April 2008 - August 2010
City National Bank May 2006 - April 2008
Freedom Escrow October 2002 - March 2006
Action Property Management August 2001 - October 2002
FIRST TEAM REAL ESTATE, INC March 2000 - August 2001
FIRST AMERICAN TITLE INSURANCE September 1997 - October 1999
Skills
Microsoft Office, Excel, PowerPoint, Human Resources, Management, Public Speaking, Microsoft Excel, Outlook, Administrative..., Teamwork, Staff Development, Public Relations, Analysis, Interviews, Healthcare, Employee Relations, Administrative..., Customer Service, Leadership, Strategic Planning, Team Building
Education
Ottawa University
Bachelor of Arts, Business Administration
Pierce Junior College
Associates of Science, Business
Newport Corporation May 2013 - Present
City National Bank May 2011 - September 2011
Schwartz Commercial Realty 2010 - 2011
Skills
Research, Leadership, SAP, Technical Support, Sales, Training, RoboHelp, SharePoint, E-Learning, Adobe Presenter, Writing, Technical Writing, Editing
Education
Point Loma Nazarene University 2010 — 2013
Fisherman's Net Church June 1976 - Present
Robert Larson, MD June 1971 - June 1976
The Goodyear Tire & Rubber Company January 1969 - June 1971
City National Bank January 1968 - June 1969
Bon Secours Hospital/Beaumont Health System June 1966 - June 1968
Skills
Personal Assistant, Executive Secretary, Travel Planner, Event Planner, Catering, Musical Director, Choir Director, Photographer, Website Maintenance, Blogger, Writer/Editor
Education
Wayne State University 1965 — 1967
Music (Piano Major)
Oakland University
Vocal Music
City National Bank October 2014 - Present
Wells Fargo Private Bank August 2009 - October 2014
Citi Private Bank November 1990 - August 2009
Citigroup Asset Managememt May 2005 - May 2006
Skills
Sales Management, Wealth Management, Portfolio Management, Investments, Alternative Investments, Series 7, Asset Management, Banking, Fixed Income, Asset Allocation, Equities, Hedge Funds, Private Banking, Estate Planning, Asset Managment, Real Estate Lending, Secured Financing, Philanthropy, Investment Brokerage, Structured Finance, Life Insurance, Municipal Bonds, Retirement Planning
Education
Pace University - Lubin School of Business 1986 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
City National Bank May 2012 - Present
Skills
Portfolio Management, Credit Analysis, Loan Origination, Credit, Small Business Lending, Commercial Lending, Risk Management, Commercial Mortgages, Finance, Commercial Banking, Banking, Financial Analysis, Mortgage Lending, Retail Banking, Loans
Education
RL Thomas
High School, N/A
Rochester Institute of Technology
Master of Business Administration (MBA), Economics
City National Bank January 2015 - Present
CBB Bank March 2012 - January 2015
Shutters on the Beach December 2011 - March 2012
New York-New York Hotel & Casino November 2010 - August 2011
P.F. Chang's China Bistro February 2007 - June 2010
San Toki Korean BBQ September 2008 - September 2009
Skills
Management, Loans, Customer Service
Education
UNLV 2006 — 2010
Bachelor of Science, Hospitality Managment, Hospitality Managment
Penn State University 2004 — 2006
San Diego Private Bank December 2013 - Present
City National Bank August 2013 - November 2013
City National Bank March 2007 - December 2012
City National Bank February 2003 - February 2007
City National Bank October 1996 - January 2003
First Interstate Bank 1994 - 1996
San Diego Trust and Savings Bank 1986 - 1994
Skills
Operational Integrity, Leadership, Colleague Development, Oral & Written..., Process Management, Coaching, Sales, Positive Can-do Attitude, Commercial Banking, Risk Management, Treasury Management, Commercial Lending, Process Improvement, Loans, Operational Due..., Operations Management, Business Development, Financial Risk, CRM, Training, Credit Analysis, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Branch Management, Financial Services, Small Business Lending, Credit Risk, Loan Origination, Management, Banking
Education
San Diego City College
City National Bank July 2013 - 2014
Neuberger Berman April 2003 - October 2010
Lehman Brothers July 2003 - May 2009
ETG LLC (currently Schonfeld Group Holdings) October 1999 - January 2003
M&T Bank (Keystone Financial) 1993 - 1997
PaineWebber 1996 - 1996
Skills
Equities, Fixed Income, Capital Markets, Portfolio Management, Investment Advisory, Equity Trading, Portfolio and Market..., Registered Investment..., Maintaining Strong..., High Net Worth..., Strengthening Troubled..., Client Relations Skills, Client Account..., Account Management, Regulatory Requirements, Marketing Strategy, Asset Managment, Strengthening Client..., Asset Management, Cash Management, Relationship Management, Long-term Customer..., Change Management, Leadership, Trading Systems, Electronic Trading, Trading Strategies, Proprietary Trading, Investment Strategies, Presentations, Marketing, Risk Management, Series 7, Investment Management, Asset Allocation, Mutual Funds, Series 63, Securities, ETFs, Wealth Management, Equity Research, Investments, Private Banking, Technical Analysis, Trading, Finance, CRM
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 1999
Bachelors of Science (BS)
Pace University - Lubin School of Business 2012 — 2013
Financial Planning Certificate Program
City National Bank October 2010 - Present
HSBC 1996 - 2010
European American Bank (EAB) 1985 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Queens College
Accounting and Business/Management
eventusPartners, LLC 2013 - Present
City National Bank 2011 - 2013
Private Family 2009 - 2011
UBS 2006 - 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2003 - 2004
Food Network UK 2001 - 2002
The Weather Channel 2001 - 2002
Skills
Marketing, Event Management, Event Planning, Marketing Strategy, Advertising, Creative Direction, Microsoft Office, Market Research, Management, Strategy, Trade Shows, Budgets, Sponsorship, Analysis, Social Media, Contract Negotiation, Project Management, Strategic Planning, Public Relations, Entertainment, Business Development, Account Management, Negotiation, Marketing Communications, Social Media Marketing, New Business Development
Education
Oklahoma City University 1997 — 2001
BS, Entertainment Business Management
SunTrust Bank August 2014 - Present
City National Bank August 2013 - August 2014
BB&T January 2013 - August 2013
BB&T July 2010 - January 2013
Skills
Retail Banking, Sales, Relationship Management, Lines Of Credit, Commercial Banking, Credit, Banking, Treasury Services, Loans, Small Business Lending, Home Equity Lines of..., Home Equity Loans, Refinance, Mortgage Lending, Commercial Lines, Investments, Jumbo Mortgage, Foreign National Loans, Mortgage Banking, High Net Worth..., affluent borrowers, Condos, portfolio lending, ARM, Cross Selling, Consumer Lending, Credit Analysis, Portfolio Management, Residential Mortgages, Commercial Lending
Education
Peace College
bbt
City National Bank January 2013 - Present
ChowNow March 2012 - October 2012
c.2K Entertainment June 2011 - August 2011
Endgame Entertainment June 2011 - August 2011
RGT Capital Management June 2011 - August 2011
Skills
Eviews, Econometrics, Research, PowerPoint, Microsoft Office, Microsoft Excel, Economics, Social Media
Education
Occidental College 2008 — 2012
Bachelor of the arts, Economics; Business Focus
City National Bank December 2010 - July 2015
Wells Fargo April 2006 - December 2010
Eden Day Spa and Salon July 1998 - June 2008
Fifth Third Bank December 2002 - March 2006
SunTrust Bank August 2000 - November 2002
Intervest International 1988 - 1998
Skills
Loans, Investments, Business Planning, Insurance, Planning, Project Planning, Finance, Leadership, Management, Business Development, Corporate Finance, Relationship Management, Credit, Banking, Strategy, Commercial Banking, Analysis, Wealth Management
Education
Purdue University 1980 — 1985
BS, Agriculture Economics
Warsaw 1976 — 1980
City National Bank June 2011 - Present
City National Bank March 2007 - June 2011
City National Bank December 2000 - March 2007
National Bank of Commerce July 1999 - December 2000
Internal Revenue Service December 1993 - July 1999
Skills
Loans, Mortgage Lending, Commercial Lending, Banking, Loan Origination, Consumer Lending, Portfolio Management, Financial Analysis, Commercial Banking, First Time Home Buyers, Risk Management, FHA, Refinance, Underwriting
Education
Radford University - College of Business and Economics 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
City National Bank September 2014 - Present
SunTrust Bank November 2012 - September 2014
Sabadell United Bank, N.A. January 2010 - November 2012
BNY Mellon September 2006 - January 2010
BNY Mellon May 2004 - September 2006
Skills
Finance, Management, Banking, Leadership, Business Development, Financial Analysis, Strategy, Investments, Loans, Wealth Management
Education
Nova Southeastern University 2001 — 2003
M.B.A., Business Administration
University of Florida 1992 — 1996
B.S., Telecommunication
RASG Hebrew Academy of Greater Miami 1988 — 1992
High School Diploma
R.D. Willis Insurance Services, Inc. January 2011 - Present
City National Bank August 2008 - March 2010
Bank of the West April 2008 - August 2008
Bank of America April 1999 - February 2008
Bank of America August 1997 - April 1999
Skills
Credit, Sales, Commercial Banking, Capital Markets, Process Improvement, Portfolio Management, Management, Valuation, Financial Analysis, Structured Finance, Team Building, Underwriting, Loans, Risk Management, Strategic Planning, Business Strategy, Real Estate, Derivatives, Trading
Education
Saint Louis University 1994 — 1997
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Communications
Chaminade College Preparatory
Green Globe, LLC February 2011 - Present
City National Bank August 2007 - February 2011
Colliers International January 2003 - August 2005
Skills
Investments, Finance, Leadership, Due Diligence, Venture Capital, Sustainability, Entrepreneurship, Renewable Energy, Start-ups, Strategic Planning, Analysis, Private Equity, Banking, New Business Development, Financial Modeling, Mergers & Acquisitions, Real Estate, Market Entry, Strategy, Corporate Development, Management Consulting, Sustainable Energy, Business Strategy, Business Planning, Valuation, Cleantech, Executive Management, Business Development, Web Design, Web Development, Search Engine Ranking, Google Analytics, Social Media Marketing, Marketing Strategy, E-business
Education
Regis University 2007 — 2010
B.S, Finance
City National Bank June 2013 - Present
JP Morgan Chase May 2011 - June 2013
PNC Bank May 2010 - May 2011
Wells Fargo Bank June 2009 - May 2010
Washington Mutual Bank January 2001 - February 2008
Great Western Bank/Wamu June 1993 - January 2001
Skills
Mortgage Lending, Refinance, Mortgage Banking, Credit, Banking, Underwriting, FHA, Residential Mortgages, Credit Analysis, VA loans, Loans, Loan Origination, Consumer Lending, FHA financing, Commercial Lending, VA Loans, FHA Financing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
BS, Business
City National Bank January 2011 - Present
Ballentine Partners June 2007 - January 2011
Morgan Stanley 2002 - 2006
Glenmede Trust Company 1994 - 2002
Wells Fargo Bank 1991 - 1994
Certus Financial Corporation 1987 - 1991
Skills
Management, Alternative Investments, Investments, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Strategic Financial..., Investment Management, Hedge Funds, Asset Management, Financial Modeling, Investment Strategies, Private Banking, Investment Advisory, Mutual Funds, Equities, Asset Managment, Capital Markets, Equity Research
Education
The George Washington University - School of Business 1978 — 1981
MBA, Applied Economics
Penn State University 1974 — 1978
B.S., Marketing
1st Century Bank May 2005 - Present
City National Bank 1996 - 2005
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1990
MBA, Business
University of California, Santa Barbara 1982 — 1986
UCLA
Designation in Financial Planning
CPG Commercial September 2000 - Present
P C Lending Inc. September 2000 - September 2010
City National Bank 1997 - 2000
A M Razo & Company September 1990 - September 1997
Education
Pepperdine University 1988 — 1992
BS, MBA
Pepperdine University, The George L. Graziadio School of Business and Management 1972 — 1992
BS and MBA
Banc of California April 2015 - Present
Comerica Bank Wealth Management Group February 2013 - December 2014
U.S. Bank The Private Client Group December 2009 - February 2013
City National Bank Entertainment Division March 2006 - April 2009
City National Bank July 2004 - March 2006
City National Bank June 2002 - July 2004
Preferred Bank September 2001 - June 2002
Emblaze Systems/WebRadio.com October 2000 - June 2001
City National Bank December 1998 - October 2000
Wells Fargo Bank 1997 - 1998
Skills
Consumer Lending, Home Equity Loans, Home Equity Lines of..., Deposits, Non-profits, Credit, Mortgage, New Business Development, Mortgage Lending, Refinance, Real Estate, Mortgage Banking, Investment Properties, Loan Origination, Investments, Banking, Portfolio Management, Loans, Commercial Banking, FHA, Finance, Nonprofits, Business Development, Sales, Wealth Management, Financial Services, Commercial Lending
Education
University of California at Santa Barbara 1989 — 1992
B.A., History
San Diego State University-California State University 1987 — 1989
Transfer, General Study
Crossroads 1983 — 1987
Diploma, General
City National Bank March 2014 - Present
JGB Bank September 2008 - March 2014
Skills
Corporate Finance, Credit, Credit Analysis, Banking, Financial Modeling, Commercial Banking, Portfolio Management, Retail Banking
Education
Nova Southeastern University 2010 — 2011
Master's degree, Finance, General
City National Bank September 2012 - Present
City National Bank February 2006 - September 2012
Sony/BMG Music December 2003 - November 2005
Skills
Research, PowerPoint, Microsoft Excel, Strategic Planning, Microsoft Word, Customer Service, Microsoft Office, Outlook, Personal Financial..., Music, Banking, Access, Finance, Financial Analysis, Insurance, Process Improvement, Management, Credit, Cash Management, Marketing, Leadership, Accounting, Sales, Credit Analysis, Risk Management, Investments, Portfolio Management, Wealth Management
Education
Cannon Financial Institute 2014 — 2014
Certified Trust and Financial Advisor Designation (CTFA)
UCLA Personal Financial Planning Program 2011 — 2013
Certified Financial Planner Designation (CFP)
Woodbury University 2002 — 2005
Master of Business Administration (MBA) and Bachelor of Arts (BA)
Pasadena City College 2000 — 2002
Associate of Arts (AA)
Philharmonia Baroque Orchestra March 2012 - Present
Barrie Cowan, Attorney and Counselor June 2011 - Present
Philharmonia Baroque Orchestra June 2011 - June 2013
Grace Cathedral January 2006 - June 2013
Renaissance Entrepreneurship Center October 2012 - May 2013
Jana Kos Style Partners January 2005 - December 2011
Professional Women's Network 1996 - 2011
Grace Cathedral 2007 - 2010
City National Bank 2002 - 2010
Bank of America 1996 - 2000
Skills
Non-profits, Public Speaking, Small Business, Fundraising, Event Planning, Finance, Business Relationship..., Building Business..., Building Strong..., Communication Skills, Marketing, Nonprofits, Stewardship, Strategic Partnerships, Philanthropy, Newsletters, Public Relations, Entrepreneurship, Annual Giving, Music, Marketing Strategy, Budgets, Volunteer Management, Sponsorship, Business Strategy
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance, Organizational Behavior
Smith College 1970 — 1976
BA, Music
City National Bank October 2013 - Present
jcpenney July 2013 - Present
Under Armour September 2012 - July 2013
Mission Essential Fitness September 2011 - October 2012
Civil Air Patrol Color Guard September 2009 - August 2011
Silver Spruce Golf Course August 2009 - August 2011
Civil Air Patrol May 2010 - May 2011
American Home Supplies November 2010 - February 2011
Civil Air Patrol September 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Editing, Customer Service, Leadership, Event Planning, Team Building, Learning Quickly, Customer Satisfaction, Sports, Fitness, Process Improvement, Program Management, Leadership Development, Management, Microsoft Excel
Education
The University of Texas at El Paso 2011 — 2013
Bachelor of Science (BS), Kinesiology and Exercise Science
NASM 2011 — 2012
Certification, Personal Training, Completed
Pikes Peak Community College 2008 — 2011
AS, Biology
Home School High School 2006 — 2010
Honors classes, History; Philosophy, and Science Latin, German, & Spanish courses
Allan Hancock Community College 2006 — 2008
Acumen Solutions 2015 - Present
Community Bank June 2008 - 2015
City National Bank January 2007 - June 2008
IE SBDC February 2003 - January 2007
The OPUS Group January 1996 - February 2003
The Keith Companies 1990 - 1996
Skills
CRM, Business Analysis, Business Development, Strategy, Relationship Management, Business Planning, Project Management, Budgets, Salesforce.com, Process Improvement, Competitive Analysis, Change Management, Banking, Strategic Planning, Management, Analysis, Finance, Team Building, New Business Development, Loans, Start-ups, Portfolio Management, Commercial Banking, Credit Analysis, Marketing, Marketing Strategy, Financial Analysis, Data Analytics, Executive Management, Risk Management, Market / Marketing..., Cross-functional Team...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Executive MBA
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
BS, Management
First Republic Bank October 2011 - Present
City National Bank October 2000 - October 2011
Education
Northwestern University - Kellogg School of Management
University of Michigan
City National Bank April 2012 - Present
South Miami Rotary Club March 1998 - Present
Coconut Grove Bank August 2008 - April 2012
Coral Gables Chamber of Commerce January 1991 - August 2011
BankUnited FSB April 2004 - July 2008
Citrus Bank March 2003 - March 2004
AXA Advisors October 1998 - March 2003
Republic National Bank March 1993 - September 1998
Republic National Bank 1993 - 1998
Skills
Loans, Commercial Lending, Cash Management, Consumer Lending, Banking, Financial Services, Commercial Banking, Branch Banking, Portfolio Management, Management, Insurance, Commercial Mortgages, Lines Of Credit, Small Business Lending, Private Banking, Risk Management, Leadership, Strategic Financial..., Real Estate, Business Development, AML, Asset Based Lending, Treasury Management, Social Media Marketing, Asset Management, Financial Institutions, Loan Origination, Asset Managment, Small Business, Non-profit Leadership, Non-profit Volunteering, Residential Mortgages
Education
Nova Southeastern University 1989 — 1991
MBA, Banking
The College of New Jersey 1978 — 1982
BA, Art Therapy and Psychology
City National Bank May 2011 - Present
US Bank December 2010 - May 2011
La Jolla Bank February 2010 - May 2010
Comerica Bank January 2008 - September 2009
Comerica Bank January 1999 - January 2008
Imperial Bank December 1980 - January 1999
Skills
Commercial Lending, Credit Analysis, Loans, Real Estate, Commercial Real Estate, Loan Origination, Portfolio Management, Underwriting, Investments, Real Estate Development, Valuation, Finance, REO, Residential Homes, Foreclosures, Short Sales, Commercial Banking, Funding, Banking, Mortgage Lending, Credit, Credit Risk, Real Estate Economics, Analysis, Commercial Mortgages, Sellers, Small Business Lending, Due Diligence
Education
San Diego State University-California State University
Bachelor's
Tax Resolution Institute July 2012 - Present
SST CPAS INC July 2012 - Present
MH Business Solutions, Inc. May 2012 - July 2013
CFO Edge May 2012 - April 2013
North America Commercial Lending May 2012 - April 2013
L & O Consulting, Inc. April 2011 - April 2012
City National Bank December 2009 - April 2011
First Republic Bank March 2007 - November 2009
Downey Savings March 2003 - February 2007
Washington Mutual October 1999 - February 2003
Skills
Business Development, Banking, Commercial Lending, Sales Management, Customer Service, Tax Dispute Resolution, Customer Acquisition, Commercial Banking, Marketing Strategy, Direct Sales, Business Planning, Credit, Cash Management, Finance, Management, Loans, Sales, Lines Of Credit, Real Estate, Wealth Management, Auditing, Small Business, Financial Analysis, Consumer Lending, Retail Banking, Executive Management
Education
Pierce College 2001 — 2004
Associates, Business Administration and Management, General
Santa Monica College 2001 — 2002
City National Bank March 2014 - Present
City National Bank March 2010 - February 2014
Wachovia Wealth Management December 2007 - March 2010
Bank of America July 2002 - December 2007
Universal Access 2000 - 2002
Skills
Banking, CRM, Leadership, Budgets, Relationship Management, Private Banking, Event Management, Training, Financial Services, Finance, High Net Worth..., Marketing, Team Building, Customer Service, Administrative..., New Business Development, Project Management, Account Management, Business Development, Wealth Management..., Process Improvement, Customer Experience, Recruiting
Education
University of California, Los Angeles
Project Management
San Francisco State University
Project Management
Roosevelt University
Hospitality Management
Bank of the Sierra January 2015 - Present
City National Bank April 2012 - December 2014
Rabobank 2004 - 2012
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Loans, Banking, Credit, Credit Risk, Lines Of Credit, Portfolio Management, Asset Based Lending, Underwriting, Retail Banking, Consumer Lending, Mortgage Lending, Commercial Mortgages, SBA, Real Estate Financing, Refinance, Cash Flow Lending
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Mathematics
Brickell Bank March 2015 - Present
Brickell Bank June 2013 - March 2015
City National Bank June 2012 - June 2013
BankAtlantic September 2009 - June 2012
BankAtlantic December 2005 - September 2009
BankAtlantic July 2004 - December 2005
Wachovia February 2002 - August 2003
Republic Security Bank 2000 - 2001
Farm Credit Bank of Texas 1998 - 2000
Skills
ALM, Bancware, Sendero, QRM, Funds Transfer Pricing, Banking, Portfolio Management, Treasury Management, Retail Banking, Loans, Risk Management, Credit, Financial Risk, Financial Analysis, Financial Modeling, Credit Risk, Enterprise Risk..., Commercial Banking, Corporate Finance, Valuation, Financial Reporting, Accounting, Capital Markets, Equities, Interest Rate Risk..., Cash Management, Investments, Credit Analysis, Treasury
Education
Palm Beach Atlantic University 2003 — 2004
MASTERS, BUSINESS
Western Michigan University 1993 — 1997
Bachelors, Finance
US Bank June 2015 - Present
City National Bank March 2012 - June 2015
Newmark Realty Capital August 2011 - March 2012
Crosswater Realty Advisors May 2011 - August 2011
Lowe Enterprises October 2000 - January 2011
Lowe Enterprises Investors October 2000 - January 2011
Sonnenblick-Eichner Company 1996 - 2000
Sonnenblick-Goldman Company 1996 - 2000
CB Richard Ellis 1993 - 1995
Skills
Real Estate Lending, Real Estate Financing, Real Estate Economics, Real Estate Development, Real Estate, Portfolio Management, Mergers, Loans, Investments, Investment Properties, Financial Modeling, Financial Analysis, Due Diligence, Disposition, Contract Negotiation, Commercial Real Estate, Commercial Mortgages, Capital Markets, Asset Management, Asset Managment, Real Estate Transactions, Underwriting, Valuation, Dispositions, Mergers & Acquisitions
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business Administration
University of Southern California - MRED Master of Real Estate Development 1995 — 1996
MRED, Real Estate Development
University of Southern California 1988 — 1992
BS, Public Administration and Planning
Dunn School
City National Bank September 2014 - Present
Albridge, An Affiliate of Pershing July 2007 - September 2014
Bloomberg 2001 - 2005
Skills
Product Management, Mobile Technology, Mobile Product..., Integration Strategies, Portfolio Management, CRM, Financial Services, Fixed Income, Equities, Strategic Partnerships, Relationship Management, Product Development, Management, Asset Management, Enterprise Software, Business Analysis, Leadership, Wealth Management, Investments, Finance, Mutual Funds, Investment Management, Securities
Education
Rider University 1997 — 2001
BS, Finance
Haddonfield High 1994 — 1997
Northern Trust June 2012 - April 2014
Bank of the West November 2010 - January 2012
Bank of the West/Bancwest Corp. A BNP Paribas Subsidiary October 2005 - November 2010
City National Bank 2003 - 2005
Merrill Lynch 2002 - 2003
CIT 2000 - 2001
FINOVA Capital Corporation 1997 - 2000
One Step Ahead 1992 - 1997
Citicorp 1981 - 1990
Skills
Cross Selling, Basel II, Sales and Marketing, Banking, Portfolio Management, Loans, Risk, Real Estate, Financial Risk, Credit, Capital Markets, Commercial Banking, Investments, Loan Origination, Finance, Risk Management, Credit Analysis, Underwriting, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
Wells Fargo Bank 2000 - Present
Bank of America July 1993 - October 2000
City National Bank January 1984 - 1993
Skills
Product Development, Financial Services, Product Management, Portfolio Management, CRM, Management, Banking, Credit, Strategy, Direct Marketing, Segmentation, Relationship Management, Marketing Strategy, Strategic Planning, Product Marketing
Education
Saint Mary's College of California 2004 — 2006
BlacksmithCreations LLC April 2011 - Present
Flournoy Wealth Management, LPL Financial January 2010 - July 2013
Elkus Ranch September 1995 - April 2013
Financial Planning Forum 2004 - February 2011
Wells Fargo Bank August 2006 - September 2009
City National Bank April 2005 - August 2006
Bank of America September 1974 - April 2005
Skills
Financial Planning, Credit, Personal Finance, Loans, Investment Advisory, Promotions, Risk, Customer Service, Small Business, Banking, Financial Education, Wealth Management, Financial Risk, Strategic Financial..., Private Banking, Finance, Financial Services, Relationship Management, Leadership, Financial Advisory, Investments
Education
University of California, Santa Cruz 2002 — 2004
Financial Planning Certification
Notre Dame de Namur University 1997 — 2000
BS, MBA
City National Bank February 2010 - Present
BankAtlantic August 2004 - March 2008
Eckerd June 1992 - June 2004
Eckerd Corporation August 1979 - June 1992
FORBES HEALTH SYSTEMS 1978 - 1979
USAF November 1972 - May 1978
Skills
Operations Management, Team Building, Project Planning, Leadership, Construction, Management, Time Management, Cost Control, Training, Construction Management, Mergers & Acquisitions, Real Estate, Facilities Management, Project Management, Program Management, Marketing, Budgets, New Business Development, Value Engineering, Property Management, Renovation, Start-ups, Banking, Process Scheduler, System Administration, Retail, Contract Management, Contract Negotiation, Contractors, Due Diligence, Strategic Planning, Negotiation, Account Management
Education
Gold Coast Real Estate School 2010 — 2011
Licensed, Real Estate Sales Assc.
Sheppard Air Force Technical School, Wichita Falls TX 1972 — 1973
Certificate, Electrical / Security Alarm Systems
Robert Morris University 1971 — 1972
Electrical Design
CIT Bank, N.A. March 2014 - Present
CIT Bank, N.A. March 2014 - Present
Cadence Bank, N.A. March 2012 - May 2013
The RWC Group August 2011 - March 2012
East West Bank September 2010 - May 2011
City National Bank December 2009 - September 2010
Independent Contractor August 2008 - November 2009
Countrywide Bank May 2005 - August 2008
Union Bank of California 1987 - April 2005
Wells Fargo 1994 - 1995
Skills
Product Development, Customer Experience, Change Management, Operations Management, Project Management, Commercial Banking, Enterprise Software, Managerial Finance, Analysis, Cash Management, Product Management, Quality Management, Cross-functional Team..., Banking, Payments, Portfolio Management, Vendor Management, Leadership, Project Planning, Strategy, Credit Cards, Treasury Management, Strategic Planning, Growth Strategies, Program Management, Marketing Strategy, Management, Risk Management, Treasury Services, CRM, New Business Development, Executive Management, Retail Banking, ACH, Business Strategy, Finance, Business Planning, Financial Services, Business Analysis, Management Consulting, Customer Service, Treasury, Business Process..., Team Leadership, Process Improvement, Marketing, Mergers & Acquisitions, P&L Responsibility, Business Development, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
MBA, Business Strategy
Exeter Finance Corp June 2015 - Present
AFS Acceptance March 2014 - May 2015
AFS Acceptance September 2013 - March 2014
Citi January 2013 - June 2013
JPMorgan Chase November 2009 - January 2013
JPMorgan Chase October 2009 - August 2011
Bank of America October 2008 - November 2009
Citi Habitats June 2007 - October 2008
Doral Bank FSB March 2003 - June 2007
City National Bank 2006 - 2007
Skills
Loans, Series 63, Customer Service, Banking, Real Estate, Mutual Funds, Mortgage Banking, Refinance, Mortgage Lending, Credit Analysis, Investment Properties, Time Management, Credit, Retail Banking, Residential Mortgages, Loan Origination, Commercial Banking, Finance, Small Business Lending, Small Business, Consumer Lending, Commercial Lending, Home Equity Loans, FHA, Investments, Management, Financial Services, Home Equity Lines of..., Lines Of Credit, Underwriting, Portfolio Management, Cross Selling, Credit Risk, VA loans, FHA financing, Mortgage Underwriting, USDA, Deposits, VA Loans
Education
Saint Leo University 2009 — 2010
BA, Criminal Justice/Homeland Security
Gold Coast Real Estate School
John Jay College of Criminal Justice
New York Real Estate Institute
Saint Leo University
Criminal Justice BA
Fidelity Bank / Oklahoma Fidelity Bank August 2013 - Present
Sooner State Bank November 2009 - August 2013
City National Bank July 2007 - November 2009
Skills
Banking, Commercial Banking, Construction Loans, Retail Sales, Retail Banking, Finance, People Skills, Management, Construction Accounting
Education
Oklahoma Christian University 2001 — 2006
Bachelor of Science (BS), Marketing/Marketing Management, General
Wells Fargo Bank August 2011 - Present
Bank of the West June 2002 - August 2011
City National Bank September 2000 - June 2002
Imperial Bank 1997 - 2000
Bank of America November 1994 - December 1996
Bank of Hawaii September 1992 - November 1994
Skills
Commercial Lending, Business Development, Financial Analysis, New Business Development, Account Management, Cash Management, Commercial Banking, Loans, Relationship Management, Underwriting, Portfolio Management, Credit Analysis, Banking, Credit, Small Business Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business Administration
University of California, Santa Barbara 1989 — 1992
B.A., Business Economics
Torrey Pines High School 1984 — 1988
ONE MEDIA MARKETING January 1996 - Present
Claire Pettibone January 2002 - Present
PlayStation® Move Pop-Up Store September 2010 - November 2010
Urban Hang Suite November 2006 - July 2007
Music Video/Film Production January 1992 - September 1994
Rap Sheet Magazine January 1992 - September 1994
City National Bank January 1993 - February 1994
Union Bank of California January 1990 - January 1993
Skills
Social Media Marketing, Marketing Strategy, Strategy, Creative Direction, Social Media, Relationship Marketing, Marketing, Digital Marketing, Brand Awareness, Brand Development, Brand Architecture, New Business Development, Digital Media, Leadership, Public Relations, Integrated Marketing, Entertainment, Event Planning, Viral Marketing, Interactive Marketing, Business Development, Social Marketing, Digital Strategy, Brand Management, Guerrilla Marketing, Start-ups, Sponsorship, Social Media Measurement, Content Strategy, Online Advertising, Team Leadership, Strategic Partnerships, Online Marketing, Content Marketing, Word Of Mouth Marketing, Management, Experiential Marketing, Partnerships, Web Design, Live Events, Corporate Branding, Tumblr, Visual Content Curation, Pinterest, Facebook Marketing, Concept Ideation, Influencer Marketing, Consumer Insight, Marketing Communications, Instagram
Education
Saint Mary's College of California
B.S., Business Administration
St. Mary's College High School
High School, High School/Secondary Diplomas and Certificates
City National Bank June 2014 - Present
City National Bank May 2013 - June 2014
Pepperdine University November 2012 - May 2013
PPG Industries May 2012 - October 2012
Susan Banks Staging November 2007 - January 2010
United States Marine Corps December 2003 - November 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Marketing, Project Management, Social Media, Photoshop, Research, Event Planning, Marketing Strategy, Illustrator, Adobe Creative Suite, Microsoft Office Suite, Click Effects, Ticketmaster, Outlook, Social Networking, Leadership, Event Management, Facebook, Data Analysis, Sports, Financial Analysis, Spanish, Market Research, Editing, Critical Thinking, Data Entry, Adobe Acrobat, Sports Marketing, Leadership Development, Financial Accounting, Credit Analysis, Analytics
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master Degree of Business, Business
University of California, Los Angeles 2013 — 2013
Accounting, 3.7 GPA
Pepperdine University 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General, 3.8 GPA
Pasadena City College 2008 — 2010
Associate of Science (A.S.), Accounting and Business/Management, 3.93 GPA
Asset Manager School – United States Marine Corps 2003 — 2003
Certificate, Asset Management, 3.93 GPA
TOMS January 2015 - Present
H2 Wellness March 2013 - December 2014
iConstituent April 2011 - January 2013
Executionists December 2009 - April 2011
Tribune Company - Los Angeles Times March 2006 - September 2009
latimes.com October 2003 - March 2006
Bank of the West April 2003 - October 2003
City National Bank September 2002 - March 2003
Freelance October 2001 - September 2002
Cox Interactive Media - LAinsider.com July 2000 - October 2001
Skills
Drupal, JIRA, Confluence, Enterprise Content..., Wordpress, SEO, Agile Methodologies, WordPress, JavaScript, Digital Media, Mobile Applications, Software Development, Web Applications, Web Design, SEM, Strategy, Project Management, CMS, Social Media, Advertising, Online Advertising
Education
Penn State University 1993 — 1997
B.A., Comparative Literature
OneAmerica Financial Partners Inc. September 2014 - Present
City National Bank June 2011 - September 2014
Skills
Wealth Management, Banking, Private Banking, Investments, Financial Analysis
Education
Occidental College 2007 — 2011
Bachelor's degree, Economics
Cathedral Catholic High School
United States Department of Defense October 2012 - Present
Aeropostale July 2010 - October 2012
Jari Askins for Governor August 2010 - November 2010
Aeropostale September 2008 - June 2010
Aeropostale June 2008 - September 2008
Aeropostale May 2008 - June 2008
Aeropostale November 2007 - May 2008
Old Navy March 2007 - November 2007
City National Bank December 2004 - November 2006
Rep. Lance Cargill Attorney at Law January 2002 - March 2004
Skills
Recruiting, Merchandising, Sales, Visual Merchandising, Management, Fundraising, Customer Service, Banking, Employee Training, Coaching, Employee Relations, Loss Prevention, Sales Management, Training, Marketing, Hiring, Leadership
Education
Oklahoma City University 2013 — 2015
Master of Business Administration (MBA), Business/Commerce, General
Oklahoma Baptist University 2004 — 2008
Bachelor of Arts and Science, Political Science, Strategic Communication, Graphic Design, Art
MERCHANTS BANCARD NETWORKS September 2014 - Present
NACR October 2009 - August 2014
City National Bank 1990 - 2014
City National Bank 1990 - 2014
City National Bank 1990 - 2014
Avaya January 2000 - October 2009
LUCENT TECHNOLOGIES January 1996 - January 2000
AT&T January 1994 - January 1996
HARRIS/3M January 1989 - January 1993
Software , Services and Accessories January 1988 - January 1989
Skills
Lead Generation, Channel Partners, IP, Cisco Technologies, Call Centers, Territory Management, Competitive Analysis, Mobile Computing, Sales Operations, Channel, Salesforce.com, Contact Centers, VoIP, Selling, Sales Management, Vendor Management, Leadership, Unified Communications, Avaya, Data Center, Service Delivery, Marketing Strategy, Management, Team Building, Sales, Channel Strategy, Wireless, Strategy, SIP, Telecommunications, Telephony, Managed Services, Analytics, Strategic Planning, Customer Retention, Solution Selling, SaaS, Cloud Computing, Enterprise Software, Mobile Devices, Account Management, Pre-sales, Product Management, Unified Messaging, Customer Experience, Hosted Services, ACD, Product Marketing, Team Leadership, Demand Generation
Education
Nova Southeastern University 1993 — 1995
Master of Business Administration (M.B.A.), MBA
University of Florida 1980 — 1985
Bachelor's Degree, MARKETING
Umpqua Bank June 2015 - Present
Opus Bank 2012 - 2015
Popular Community Bank 2010 - 2012
City National Bank 2001 - 2010
Skills
Middle Market Lending, Commercial RE loans, Commercial Lending, Equipment Financing, Loans, Commercial Banking, Finance, Commercial Real Estate, Middle Market, Small Business Lending, Banking, Branch Banking, Commercial Finance, Credit, Credit Analysis, Financial Analysis, Financial Services, Lines Of Credit, Mortgage Lending, Portfolio Management, Risk Management
Education
Pepperdine University
MBA, Economics
University of California, San Diego
B.A, Economics
State Street Bank January 2008 - 2010
Ruesch International 2005 - 2007
HIFX, Inc. 2004 - 2005
Epic Wines 2002 - 2004
Wally's Wine & Spirits 2001 - 2002
City National Bank 1997 - 2001
Ruesch International 1994 - 1997
Skills
Sales, Portfolio Management, Financial Services, Management, FX Options, CRM, Relationship Management, Business Development
Education
Penn State University 1989 — 1994
BA, International Politics, Economics
University of St. Andrews 1988 — 1989
Study abroad program
Grass Valley, a Belden Inc brand April 2014 - Present
Grass Valley USA, LLC October 2013 - Present
Grass Valley USA, LLC January 2011 - Present
Technicolor April 2003 - December 2010
Natrol, Inc. 1999 - 2000
Pharmanex 1996 - 1999
City National Bank 1990 - 1993
Glendale Federal Bank 1986 - 1990
Skills
Mergers, Contract Negotiation, Due Diligence, Compliance, Intellectual Property, Licensing, International Trade Law, FCPA, Joint Ventures, Corporate Governance, Corporate Law, Start-ups, Corporate Finance, International Law, Commercial Litigation, Mergers & Acquisitions, Strategic Partnerships, Risk Management, Broadcast, M&A experience, Patents, Employment Law, Executive Management, Copyright Law, Trademarks, Venture Capital, Restructuring, Acquisition Integration, Legal Advice, Negotiation, Management, Software Licensing
Education
Pepperdine University School of Law 1981 — 1984
JD, Law
University of California, Santa Barbara 1976 — 1980
Bachelor of Arts (B.A.), English Language and Literature/Letters
Union Bank April 2010 - Present
City National Bank July 2007 - January 2010
Union Bank of California November 2004 - July 2007
Disney Consumer Products June 2004 - November 2004
Countrywide Home Loans September 2003 - June 2004
RHR Consulting, Inc March 1998 - August 2003
Skills
Banking, Recruiting, Human Resources, Temporary Placement, Coaching, Organizational..., Cold Calling, Leadership, Workshop Facilitation, Customer Service, Consulting, Business Development, Executive Management, Management, Talent Acquisition, Performance Management, Strategy, Onboarding, Personnel Management, Hiring, Applicant Tracking..., Change Management, Talent Management
Education
Ohio University
Bachelor of Fine Arts, Dance
Newport Beach Country Club April 2001 - Present
City National Bank 1998 - 2000
Skills
Customer Service, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Social Media Marketing, Accounts Receivable, Budgets, New Business Development, Marketing Strategy, Sales
Education
Orange Coast College 1993 — 1996
Cases Realty Group, Inc. November 2011 - Present
Rickenback Realty January 1990 - November 2011
City National Bank May 1980 - November 1984
Skills
Investment Properties, Sellers, Condos, Real Estate Transactions, Investors, Short Sales, REO, Single Family Homes, Foreclosures, Residential Homes, Luxury Homes, Apartments
Education
Purdue University 1976 — 1980
Bachelor of Arts, Business and Education
Munster High School in Munster, IN
City National Bank May 2014 - Present
SMCI November 2013 - May 2014
Adams Communication & Engineering Technology (ACET, Inc.) September 2012 - December 2013
Intratek Computer, Inc. May 2012 - September 2012
Skills
Help Desk Support, Active Directory, Technical Support, Windows 7, Microsoft Exchange, Troubleshooting, Microsoft Office, Service Desk, Phone Etiquette, Microsoft Excel, Outlook, Problem Solving, Interpersonal Skill, Remedy Ticketing System, Baseball, Multi Tasking, Unix, CPRS, Healthcare Information..., Information Technology, Account Management, Customer Service, Data Analysis, SAP, Learn New Software..., Quick Thinker, Windows XP, Hardware, Heavy Lifting, PXE, Computer Hardware
Education
Texas Tech University 2004 — 2007
Bachelor of Science (BS), Human Development and Family Studies, General
San Diego City College 2002 — 2004
Associate of Arts (AA), Sociology
United Multifamily Construction Inc, June 2014 - Present
Independent Adjuster January 2014 - June 2014
DFW Paving January 2013 - January 2014
Burrows Paving January 2010 - December 2012
Anderson Paving, Inc. April 2007 - January 2010
Bank of Texas July 2006 - March 2007
West Coast FX March 2002 - December 2005
City National Bank September 2000 - April 2002
Great Western Bank April 1993 - March 1996
US Army February 1988 - August 1990
Skills
Project Bidding, Contract Negotiation, Construction, Project Management, Team Building, Negotiation, Process Scheduler, Contract Management, Banking, Asphalt Paving, Budgets, Construction Management, Real Estate, Sales, Concrete, Facilities Management, Subcontracting, Contractors, Project Estimation, Commercial Lending, Commercial Banking, Small Business Lending, Pre-construction, Value Engineering, Change Orders, Design-Build, Municipal Road Projects, CRM, Treasury Management, Consumer Lending
Education
AMCAT 2014 — 2014
Licensed Adjuster, Insurance Adjusting
AdjusterPro 2014 — 2014
Technical School, Property Casualty Insurance Adjusting, PASS
Pierce College 2002 — 2003
Professional, Language
OceanTrust Mortgage July 2014 - Present
GLOBAL BANKERS TRUST September 2012 - May 2014
City National Bank April 2010 - May 2012
Oceantrust Mortgage July 1996 - December 2009
Skills
Mortgage Lending, Loans, FHA, Loan Origination, Reverse Mortgages, Residential Homes, Commercial Real Estate, Credit, Banking, Mortgage Banking, Credit Analysis, Commercial Lending, Customer Satisfaction
Education
Nova Southeastern University
Bachelor’s Degree, Professional Management
City National Bank September 2011 - Present
Union Bank, N.A. August 2009 - September 2011
WaMu 1031 Exchange May 2007 - June 2009
Bayview Financial 2005 - 2007
Skills
Real Estate, Cash Management, Banking, 1031 Exchanges, New Business Development, Strategic Thinking, Negotiation
Education
Quinnipiac University School of Law 1992 — 1995
Boston University School of Management 1988 — 1991
B.S.B.A., Business
Great Neck North
Sunshine September 2006 - Present
Bob Evans September 2001 - August 2013
City National Bank March 2000 - September 2001
Anne Grady Center August 1995 - June 2000
Skills
Management, Microsoft Office, Nonprofits, Microsoft Excel
Education
Owens Community College 1993 — 1994
University of Toledo 1991 — 1992
IBERIABANK 2012 - Present
City National Bank 2005 - November 2012
South Trust Bank / Wachovia Bank 2002 - 2005
SunTrust Bank 1992 - 2002
CitiBank 1989 - 1992
Florida National Bank / First Union 1984 - 1989
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Portfolio Management, Banking, Credit, Underwriting, Treasury Management, Credit Risk, Cash Management, Commercial Mortgages, Asset Based Lending, Mortgage Banking, Loan Origination, Financial Services, Consumer Lending, Retail Banking, Financial Risk, Private Banking, Finance, Lines Of Credit, Mortgage Lending, Mergers & Acquisitions, SBA, Relationship Management, Cross Selling
Education
University of Florida 1979 — 1984
BSBA, Finance, General
Nova Southeastern University 1992 — 1994
MBA, Finance
USDA OCIO International Technology Services October 2010 - Present
Paramount Pictures June 1994 - December 2008
Operation Homefront Los Angeles May 2003 - March 2005
Charter Oak School District 1992 - 1996
City National Bank 1982 - 1989
Skills
Database Admin, Troubleshooting, Customer Service, Disaster Recovery, Teamwork, Data Center, Hardware, Windows Server, Networking, Operating Systems, Security, Cisco Technologies, Help Desk Support, Routers, Linux, Unix, Management, Windows 7, Active Directory, VMware, BMC Remedy, System Administration, VoIP, Computer Security, Software Installation, HP, Windows, SharePoint, Infrastructure, Network Administration, Switches, Servers, Visio, Cisco IOS, Databases, System Deployment, Software Documentation, Project Management, Laptops, Access, Microsoft Certified..., Process Improvement, Computer Hardware, Information Technology, Hyper-V, ITIL, OS X
Education
Coastline Community College 2009 — 2010
Business Administration
Stanbridge College 2009 — 2010
IT
Portland Community College 1980 — 1985
Business & Computer Science
Atleas April 2009 - Present
LRN September 2010 - December 2012
City National Bank May 2008 - December 2010
SpireCast Media January 2008 - May 2008
Flowserve Corporation May 2007 - August 2007
Johnson & Johnson - NCS June 2006 - September 2006
Johnson & Johnson - PRD May 2005 - January 2006
Skills
Project Management, SEO, Social Media Marketing, Start-ups, Web Development, CRM, Digital Strategy, Strategy, Web Applications, SDLC, Integration, Leadership, Management, Marketing, Budgets, Creative Direction
Education
Penn State University
Bachelor's of Science, Information Science and Technology
Penn State University
Bachelors of Science, Information Science and Technology
Target April 2007 - June 2014
International Rectifier November 2004 - April 2007
City National Bank June 2000 - November 2004
Skills
HRIS, Payroll, Performance Management, Leadership, Succession Planning, Talent Management, Employee Relations, Human Resources, Leadership Development, Recruiting
Education
Phillips Graduate Institute 2001 — 2003
MA, Organizational Behavior
University of Southern California 1996 — 2000
BA, Psychology
Grand Bank April 2014 - Present
Cityscape Home Mortgage Co June 2013 - April 2014
City National Bank November 2009 - June 2013
Thorp, Clarke, Neville & Kirby, P.A. July 2008 - July 2009
Williams & Williams May 2007 - May 2008
Skills
Mortgage, Real Estate, Loans, Credit, Due Diligence, Mortgage Lending, Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Consumer Lending, Credit Analysis, Customer Service
Education
Oklahoma State University 2000 — 2002
First Citizens Bank October 2007 - Present
Accredited Home Lenders (formerly Aames Funding Corporation/Aames Home Loan) March 2002 - October 2007
Aames Home Loan 2002 - 2006
Deloitte Consulting March 1997 - September 2001
City National Bank March 1981 - March 1997
Skills
Employee Relations, Recruiting, Human Resources, Relationship Management, Talent Acquisition, Branch Banking, Instructor-led Training, Commercial Banking, Banking, Coaching, Credit, Customer Service, Deferred Compensation, Finance, Management, Performance Management, Personnel Management, Process Improvement, Training, Mortgage Banking, Retail Banking, Risk Management, Team Building, Underwriting, Portfolio Management, Mortgage Lending
Education
Saddleback College
General Studies
Union Bank December 2014 - Present
iSpace October 2014 - December 2014
TEKsystems June 2013 - October 2014
Union Bank of California June 2005 - July 2013
City National Bank September 2002 - June 2005
Southwest Systems Integrators September 2000 - July 2002
Digital Consulting Services June 1998 - September 2000
Regard Systems March 1996 - June 1998
Gelsons 1984 - 1996
Dales Market 1977 - 1984
Skills
Apache, Perl, SQL, Bash, Java, Information Security, System Administration -..., Clustering., Automation and other..., Apache, tomcat,..., UNIX security..., UNIX/Linux Software..., Microsoft SQL Server, Security, JSP, XML, Disaster Recovery, Unix, Eclipse, Solaris, PL/SQL, Integration, SOAP, REST, WebSphere Application..., Weblogic Administration, Linux, Tomcat, Oracle, SOAP, Weblogic, Hibernate, Cfengine
Education
Pierce College 1990 — 1992
Computer Science
MUFG Americas April 2008 - Present
Wells Fargo January 2005 - April 2008
City National Bank October 2001 - December 2004
Imperial Capital, LLC June 2000 - September 2001
Skills
Banking, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Capital Markets, Corporate Finance, Investments, Credit, Finance
Education
Occidental College 1996 — 2000
Bachelor's degree, Economics, Diplomacy and International Relations
University College London, U. of London
City National Bank January 2006 - Present
MBNA America August 1995 - June 2005
CooperSurgical, Inc. February 1992 - August 1995
Skills
Credit Cards, Banking, Electronic Payments, Relationship Management, Financial Services, Portfolio Management, Debit Cards, Retail Banking, Internet Banking, Payments, Product Management, Segmentation, Customer Acquisition, Vendor Management, Loans, Analytics, Risk Management, Credit, Strategic Planning, Commercial Banking, CRM, Cards, Product Marketing, Management, Business Development, Treasury Management, Marketing, ACH, Cross Selling, Program Management, Executive Management, P&L Management, Cash Management, Merchant Services, Mobile Payments
Education
Norwich University 1986 — 1990
BS, Communications (Minor English)
Amity Regional High School 1982 — 1986
HS Diploma
AppleOne Employment Services June 2005 - Present
City National Bank August 2002 - November 2004
Kingsbridge International February 2002 - August 2002
ComNet Communications August 1999 - October 2001
Skills
Talent Acquisition, Customer Satisfaction, Executive Search, Recruiting, Job Descriptions, Applicant Tracking..., Negotiation, Screening, Permanent Placement, Sourcing, Temporary Staffing, Management, Talent Management, Strategic Sourcing, Employee Relations, Networking, Manufacturing, Technical Recruiting, Temporary Placement, Staffing Services, Internet Recruiting
Education
Rio Hondo College
JPMorgan Chase & Co. January 2013 - Present
Fat Man Capital, LLC August 2003 - December 2014
SBC National July 2012 - November 2014
Client First Commercial January 2008 - February 2010
Executive Capital Group LLC February 2001 - December 2004
GE Capital April 1998 - January 2001
West Coast Bank January 1995 - February 1998
Mellon 1st Business Bank March 1993 - December 1994
City National Bank January 1990 - March 1993
City National Bank January 1990 - June 1991
Skills
Loans, Mortgage Lending, Credit, Commercial Real Estate, Real Estate, Refinance, Commercial Mortgages, Investment Properties, Funding, Underwriting, Real Estate Financing, Real Estate Economics, Credit Analysis, Financial Analysis, Financial Structuring, Commercial Lending, Due Diligence, Real Estate Finance, Loan Structuring, Judgmental Lending, Excel Dashboards, Dashboard Metrics, Peer Mentoring, Team Leadership, Relationship Management, Lease Financing, Business Acquisition..., Corporate Lending, Financial Statement..., Equipment Loans, Business Relationship..., Unsecured Loans, Franchise Property..., Peer Reviews, Middle Market Lending, SBA Lending, Business Process..., Cross-functional..., Project Coordination, Staff Development, Quality Assurance, Analytical Skills, Probability Analysis, Fixed Asset Valuation, Team Management, Credit Risk, C&I Lending, Construction Loans, Trend Analysis, Employee Training
Education
San Diego State University-California State University 1983 — 1989
Bachelor's Degree, Business Administration - Finance
Northwest Intermediate Banking School 1997 — 1997
Bakersfield High School 1977 — 1981
City National Bank April 2012 - Present
Pacific Capital Bank/Santa Barbara Bank & Trust March 2009 - April 2012
Countrywide Bank April 2007 - March 2009
Pacific Capital Bancorp September 2005 - March 2007
KPMG LLP 2001 - 2005
Office of the Comptroller of the Currency January 1981 - February 2001
Education
Rockhurst University 1978 — 1982
Bachelor of Science (BS), Marketing/Management
City National Bank December 2012 - Present
GMAC Bank June 2009 - December 2012
GMAC Bank September 2008 - June 2009
Gateway Funding February 2008 - September 2008
Independant Consultant January 2008 - February 2008
NattyMac, LLC April 2007 - January 2008
GMAC ResCap 2002 - 2007
GE Capital Mortgage 1998 - 2002
KPMG Peat Marwick November 1995 - November 1997
First Fidelity Bancorp 1991 - 1995
Education
Rider University 1984 — 1988
Bachelor of Science (B.S.), Accounting
Middletown HS North
City National Bank May 2014 - Present
Citi July 2013 - May 2014
Skills
Banking, Financial Analysis, Investments, Mortgage Marketing, Residential Mortgages, Retirement Planning, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Loans, Retail Banking, Cross Selling, Small Business Lending
Education
Strayer University-Maryland 2011 — 2013
Master of Business Administration (MBA), Management
Osmania University 1990 — 1993
Bachelor's degree, Physical Sciences
Wells Fargo Private Bank April 2014 - Present
Payden & Rygel May 2003 - April 2014
Bank of America September 1999 - April 2003
Bank of America 1999 - April 2003
City National Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Asset Allocation, Investments, Mutual Funds, Bonds, High Net Worth..., Portfolio Management, Fixed Income, Asset Managment, Equities, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Capital Markets, Equity Research, Securities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
MBA, Finance
University of California, Los Angeles 1982 — 1986
Bachelor of Arts, Political Science
University High School 1979 — 1982
City National Bank January 2015 - Present
Mechanics Bank December 2013 - Present
Mechanics Bank January 2010 - December 2013
Mechanics Bank February 2008 - March 2010
The Mechanics Bank January 2007 - December 2008
The Mechanics Bank January 2001 - December 2006
Skills
Commercial Lending, Banking, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Credit, Risk Management, Sales Management, Retail Banking, Portfolio Management, Mortgage Lending, Business Development, Team Building, Consumer Lending, Lines Of Credit, Credit Risk, Loan Origination, Management, Relationship Management, Sales, Asset Based Lending, CRM, Commercial Mortgages, Treasury Management, Underwriting, Cash Management, Investments, Private Banking, SBA, Financial Services, Financial Analysis, Mortgage Banking, Finance
Education
University of Washington 2012 — 2014
Graduate School of Banking, Banking and Financial Support Services
St. Mary's College of California 1998 — 2001
BS, International Business
Capital Bank NA July 2010 - Present
Capital Bank NA July 2010 - Present
1st Mariner Mortgage January 2009 - June 2010
st Mariner Mortgage January 2009 - June 2010
K Bank June 2001 - October 2008
City National Bank May 2000 - June 2001
Bay Title Company January 1994 - April 2000
Hartman and Crain September 1991 - November 1993
Skills
Refinance, Mortgage Lending
Education
Rollins College
Bachelor of Arts, Environmental
Rollins College
Bachelor of Arts, Environmental Studies
The National Center for Paralegal
Paralegal Certificate; ABA, Specialty; Real Estate
The National Center for Paralegal Training
Key School
City National Bank June 2013 - Present
City National Bank November 2010 - Present
Federal Deposit Insurance Corporation March 2009 - November 2010
Home Builder Division September 2006 - March 2009
Indymac Bank September 2006 - March 2009
RAPISCAN SYSTEMS, INC August 2004 - September 2006
Rapiscan Systems August 2004 - September 2006
DIRECTV September 2000 - May 2004
Skills
Asset Managment, Corporate Finance, GAAP Standards, Financial Analysis, Financial Modeling, Due Diligence, Loans, Banking, Financial Reporting, Finance, Sarbanes-Oxley Act, Credit, Risk Management, Credit Analysis, Valuation, Accounting, Strategic Financial..., Internal Controls, Auditing, Mergers, Asset Management, Executive Management, Financial Services, Financial Planning, Mergers, Restructuring
Education
University of Southern California 2007 — 2007
Ross Minority Progam in Real Estate
Villanova University 2005 — 2005
Six Sigma Black Belt
Pepperdine Graziadio School of Business 2002 — 2004
MBA, FINANCE
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration (MBA)
University of Colorado Boulder 1995 — 2000
BA, English, Biochemistry
URBAN LAND INSTITUTE: Young Leader
Retired and enjoying time to pursue personal interests and family 2014 - Present
Promobroker July 2005 - Present
Fidelity National Information Services September 2007 - February 2011
eFunds 2000 - 2007
Deluxe Corporation 1995 - 2000
Deluxe Data Systems (eFunds) 1995 - 2000
EDS 1984 - 1994
ADP 1984 - 1987
City National Bank 1977 - 1984
city national bank 1977 - 1984
Skills
CRM, Electronic Payments, Management, Account Management, Payments, Strategy, Credit Cards, Debit Cards, Payment Card Processing, Vendor Management, Payment Systems, Sales, Relationship Management, Forecasting
Education
EDS Executive Banking School
Old Dominion University 1969 — 1972
Education
City National Bank 2012 - Present
GE Capital 2003 - 2011
GE Capital 1998 - 2003
MetLife Capital Corporation 1997 - 1998
Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Finance, Negotiation, Franchising, Entrepreneurship, Financial Structuring, Business Development, Financial Risk, Credit, Portfolio Management, Contract Negotiation, Syndications, Financial Analysis, Risk Management
Education
Pacific Lutheran University - School of Business 1993 — 1997
BBA, Marketing
Citibank - Citi Community Capital August 2010 - Present
City National Bank September 2007 - August 2010
Fremont Investment & Loan August 1994 - August 2007
Skills
Loans, Portfolio Management, Credit, Commercial Real Estate, Asset Management, Due Diligence, Real Estate Economics, Underwriting, Valuation, Investments, Credit Analysis, Real Estate, Mortgage Lending, Loan Origination, Asset Managment, Management, Negotiation, Team Leadership, Communication, Strategy, Loan Work-outs, Team Building, Real Estate Transactions, Real Estate Financing
Education
UCLA Anderson School of Management
MBA, Finance/Accounting
Oregon State University
BS, Electrical and Computer Engineering
City National Bank January 1978 - Present
First Interstate Bank January 1991 - March 1993
Manufacturers Hanover Trust September 1974 - November 1977
Skills
Business Intelligence, Financial Services, Financial Analysis, Business Analysis, Financial Modeling, Finance, Analytics, Data Warehousing
Education
Pace University 1975 — 1976
MBA Program
City College of New York (CCNY) 1969 — 1974
Bachelor of Science (BS), Economics
Pepperdine University Graziadio School of Business and Management August 2014 - Present
Pepperdine University 2009 - Present
Coval Molecular Coatings, Inc. February 2013 - March 2014
East West Bank November 2010 - February 2013
City National Bank November 2002 - March 2011
Cognotec 1999 - 2002
Global Money Solutions 1997 - 1999
Wells Fargo 1996 - 1998
US Banccorp 1995 - 1996
Bank of America (Security Pacific National Bank) 1989 - 1995
Skills
Account Management, Credit Analysis, FX Options, Foreign Exchange, Leadership, Management, Marketing, Commercial Lending, Core Banking, Financial Analysis, Risk Management, Banking, Loans, Commercial Banking, Portfolio Management, Treasury Management, Trading, Interest Rate Risk..., Capital Markets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2007
MBA, Strategy and International Business
University of San Diego 1984 — 1988
BBA, International Finance
Southern Vintage Wines, Inc. March 2011 - Present
California Bank of Commerce January 2010 - March 2011
US Bank October 2008 - January 2010
Home Trust Bank March 2007 - July 2008
City National Bank August 2005 - March 2007
Union Bank of California April 2002 - August 2005
Skills
Brand Development, Brand Management, Sales, Loans, Product Development, Marketing Strategy, Positioning, Portfolio Management, Mergers & Acquisitions, Banking, Strategy, Start-ups
Education
St. Mary's College of California 1995 — 1997
MBA
University of California, Irvine 1980 — 1982
BA, Economics
Occidental College 1978 — 1980
Economics
City National Bank November 1998 - Present
American Med Tech Solutions March 2010 - May 2015
EY February 1994 - March 1997
Price Waterhouse Management Consultants January 1988 - January 1994
Electronic Data Systems February 1985 - March 1988
Education
University of state of New York 1981 — 1983
Master's degree, Computer Science
Roanoke College 1978 — 1981
Bachelor's degree, Psychology
Masters
Bank of Oklahoma May 2006 - Present
City National Bank January 2003 - May 2006
Education
Oklahoma State University 1998 — 2002
BS, Political Science
City National Bank August 2012 - Present
Boingo Wireless August 2009 - February 2012
MySpace July 2008 - June 2009
H&R Block March 2007 - July 2008
Smart Communications, Inc. September 2003 - January 2007
NeoCaudex, LLC 2003 - 2007
Tridel Technologies, Inc. June 1999 - September 2003
Skills
JavaScript, HTML, ASP.NET, SQL, C#, MySQL, Project Management, Agile Methodologies, Unix, PHP, Perl, Software Development, Linux
Education
Pamantasan ng Lungsod ng Maynila 1994 — 1999
B.S. Computer Engineering
U.C. Berkeley January 2008 - Present
Umpqua Bank August 2009 - August 2010
City National Bank December 2004 - July 2008
Bank of the West April 1978 - June 2002
Skills
Foreign Exchange Risk..., FX trading, Capital Markets, Business Development, Cross-functional Team..., Written & Oral..., Communication Training, College Teaching, Business Ethics
Education
St. Mary's College of California 2003 — 2004
Executive MBA
University of California, Irvine 1973 — 1974
Seconday Teaching Credential, French & History
University of California, Irvine 1969 — 1973
Bachelor of Arts (B.A.), French Language and Literature
City National Bank October 1996 - Present
Education
University of Southern California 1976 — 1980
Bachelor's degree, Finance
Punahou School 1970 — 1976
Hilti July 2015 - Present
Hilti January 2011 - Present
City National Bank July 2010 - December 2010
Jim Norton Toyota June 2009 - February 2010
Arvest Bank August 2008 - August 2009
Skills
Sales, Customer Service, Sales Management, Team Leadership, Microsoft Office, Direct Sales, Account Management, Credit Analysis, Cash, Cash Management, Staffing Services, Natural Gas, Budgets, Admissions, Profit, Customer Satisfaction, Deposits, Customer Retention, Commercial Lending, Commercial Banking, Small Business Lending, Banking, Mortgage Lending, Lead Generation, Retail Banking, Loans, Social Media, Cross Selling, Social Networking, Consumer Lending, Marketing Communications, Credit, Business Strategy, Strategic Planning, Negotiation, Team Building, Financial Analysis, Marketing Strategy, Coaching, Leadership, New Business Development, Sales Operations, Business Development, Cold Calling
Education
Oklahoma State University 2005 — 2008
Bachelors, Business
Oklahoma State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business
City National Bank March 2011 - Present
John Leach Associates October 2009 - March 2011
Education
ElDorado Business College 1993 — 1994
Legal Secretary
Saddleback College 1987 — 1989
Business Management
City National Bank March 2015 - Present
Rails International November 2014 - March 2015
UC Santa Cruz January 2014 - June 2014
UC Santa Cruz June 2012 - June 2014
Los Angeles City College August 2010 - June 2012
United States Marine Corps February 2000 - November 2009
Skills
Management, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Quality Assurance, Marketing Strategy, Training, Research, Human Resources, Creative Writing, Strategic Planning, Aviation, Legal Writing, Operations Management, Access, Stata, Testing, Market Research, Budgets, Project Management, Financial Analysis, Aircraft, Business Strategy, Entrepreneurship, PowerPoint, Leadership, CAPM, Asset Valuation, Capital Budgeting, Financial Accounting, NPV, Valuation
Education
University of California, Santa Cruz 2012 — 2014
Bachelor of Arts (BA), Business/Managerial Economics, 3.29
Los Angeles City College 2010 — 2012
Economics, 3.63
Saddleback College 2010 — 2010
General Studies, 3.8
AGBU
City National Bank April 2003 - Present
U.S. Bank 1997 - 2003
Bank of America 1980 - 1997
Skills
Banking, Commercial Banking, Portfolio Management, Private Banking, Credit Analysis, Treasury Management, Loans, Retail Banking, Wealth Management, Relationship Management, Investments, Small Business Lending, Credit, Credit Risk, Financial Analysis
Education
Pacific Lutheran University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance & Economics
Campolindo High School
Santander Bank, N.A. June 2015 - Present
City National Bank January 2014 - Present
TD Bank USA June 2010 - January 2014
Colonial Life June 2005 - January 2010
Skills
Banking, Mortgage Lending, Financial Services, Mutual Funds, Credit, Life Insurance, Financial Analysis, Financial Modeling, Strategic Financial..., Loans, Insurance, Wealth Management, Home Equity Lines of..., Commercial Banking, Credit Analysis, Commercial Real Estate, Commercial Lending, Cash Flow Lending, Equipment Finance
Education
Providence College 2003 — 2007
BS, Business Mgt/Finance
Phillips Academy Andover 1999 — 2003
City National Bank January 2011 - Present
21st Century Insurance/Farmers 2008 - 2010
21st Century Insurance and Financial Services 1999 - 2007
21st Century Insurance and Financial Services 1995 - 1998
Skills
Data Warehousing, CRM, SDLC, Data Analysis, ETL, Systems Analysis, Business Intelligence, Business Analysis, Testing, Process Improvement, Visio, Data Modeling
Education
Computer Learning Center
Diploma, Computer Systems and Programming
Odessa National 'I.I. Mecnikov' University
MS, Mathematics
Odessa State University
Master's Degree, Mathematics
Grandpoint Bank 2008 - 2010
City National Bank 1998 - 2007
City National Bank 1998 - 2007
First Interstate Bank 1984 - 1996
First Interstate Bank/Wells Fargo 1984 - 1992
Education
Oklahoma State University 1968 — 1974
B.S. & M.S.
City National Bank September 1998 - Present
UCLA Extension October 2008 - Present
TD Bank August 1992 - June 1998
HSBC June 1984 - July 1992
Regions Bank November 1982 - June 1984
Wells Fargo Bank May 1981 - October 1982
Northern Trust Bank/Northern Trust Intl. Bkg. Corp. April 1974 - May 1981
Skills
Relationship Management
Education
UCLA Extension 2002 — 2005
Certificate, Personal Financial Planning
Quinlan School of Business, Loyola University Chicago 1974 — 1978
MBA, Finance
University of Illinois at Chicago 1970 — 1974
BA, Education - German
City National Bank August 2008 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
UCLA
City National Bank Senior Vice President, Treasury ManagementCity National BankSeptember 2007 - Present
Nordea September 2005 - September 2007
Skills
Treasury Management, Cash Management, Management, Sales, Banking
Education
Queens College 1984 — 1988
B.A., Marketing, Communications Arts & Sciences
City National Bank November 1989 - Present
Skills
Commercial Banking, Treasury Management, Investment Management, real estate financing, 401k plans, Commercial Mortgages, Financial Analysis, Corporate Finance, Commercial Lending, Credit, Finance, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1988
MBA, Business Management
University of Southern California - Marshall School of Business 1978 — 1982
BS, Business Finance
City National Bank January 2007 - Present
Northern Trust January 2000 - January 2007
Wells Fargo Bank 1987 - 1998
Skills
Private Banking, Trust Services, Wealth Management, Estate Planning, High Net Worth..., Loans, Portfolio Management, Investment Management, Asset Allocation, Investments, Wealth Management..., Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1987
MBA
University of Utah 1978 — 1981
BS, Mass Communication
City National Bank December 2010 - February 2013
Ohio University February 2008 - June 2010
Skills
Photoshop, Photography, Digital Photography, Microsoft Office, Portraits, PowerPoint, Microsoft Word, InDesign, Graphic Design, Adobe Creative Suite, Microsoft Excel, Photojournalism, Event Photography, Art
Education
Ohio University 2006 — 2010
Bachelor of Science (B.S.), Photojournalism
City National Rochdale January 2015 - Present
City National Rochdale June 2010 - 2014
City National Bank 2004 - 2013
Robertson Stephens 2000 - 2002
Mentor Investment Group 1997 - 1999
NationsBank 1993 - 1997
Prudential Insurance 1989 - 1990
Skills
Capital Markets, Portfolio Management, Fixed Income, Asset Managment, Investments, Credit Analysis, Banking, Private Banking, Wealth Management, Asset Management, Finance
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
BS, Finance
City National Bank April 2012 - Present
Santa Barbara Bank & Trust March 2009 - April 2012
OCC 1981 - 2001
Education
Rockhurst College 1978 — 1982
BS/BA, Marketing/Management
Retired and enjoying time to pursue personal interests and family May 2011 - Present
City National Bank 1997 - Present
City National Bank of Florida December 1997 - December 2011
Home Savings of America April 1992 - May 1997
American Savings of Florida 1978 - 1992
First Federal Savings & Loan of Philadelphia February 1960 - March 1977
Skills
Commercial Banking, Private Banking, Loans, Retail Banking, Credit Analysis, Credit, Banking, Cash Management, Portfolio Management, Financial Risk, Small Business Lending, Risk Management, Consumer Lending, Mortgage Lending, Merchant Services, Treasury Management, ACH, Insurance, Leadership, Previous President -..., Sales Management, Establish & Maintain..., Commercial Mortgages, Asset Based Lending, Mortgage Banking, Loan Origination, Cross Selling, Branch Management, Lines Of Credit, Credit Risk, Deposits, Branch Banking, AML, Underwriting, Bank Secrecy Act, Financial Analysis, Wealth Management, Finance, SBA
Education
Saint Joseph's University 1958 — 1960
High School, Business Administration and Management, General
St. Joseph's College 1958 — 1960
Business
Saint Joseph's University
Real Estate Development
West Philadelphia HS & St. Joseph's College
Real Estate Development
West Philadelphia High School
City National Bank April 2009 - Present
Skills
Financial Analysis, Financial Modeling, Banking, Finance, Risk Management, Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Risk, Equities, Fixed Income, Investments, Loans, Portfolio Management, Valuation
Education
Ohio University 2001 — 2006
City National Bank March 2000 - Present
Grand Meadows, KMI Service Corp. September 1997 - April 1999
Bank of Lakewood February 1997 - September 1997
National Bank of Southern California March 1985 - February 1997
Skills
Customer Relations, Commercial Banking, Banking, Credit, Excel, Microsoft Office, Accounting, Word, PowerPoint, Access, Loans, Outlook, Problem Solving, Documentation, Microsoft Word, Microsoft Excel, Lines Of Credit, Finance, Private Banking, Commercial Mortgages, Funding, Real Estate, Credit Risk, Insurance, Commercial Lending, Portfolio Management, Administrative..., Financial Analysis, Loan Origination, Relationship Management, Asset Based Lending, Small Business Lending, Treasury Management, Cash Management, Financial Modeling, Sales, Software Documentation, Mortgage Banking, Deposits, SBA, Financial Institutions, Mortgage Lending, Consumer Lending, Leadership, Risk Management, Credit Analysis, Financial Risk, Management, Underwriting, Business Development
Education
Orange Coast College 1990 — 1991
Accounting
OneAmerica Retirement Services LLC September 2014 - Present
City National Bank March 2004 - September 2014
The Vanguard Group December 1996 - November 2003
SunGard Corbel January 1995 - November 1996
Deloitte & Touche January 1993 - January 1995
Skills
Relationship Management, Management, Business Analysis, Qualified Retirement..., Financial Services, Finance, Financial Planning, Risk Management, Investments, Portfolio Management, Process Improvement, Vendor Management, Banking, SDLC
Education
Ohio University
Bachelor's Degree, Accounting and Business Law
City National Bank 2011 - Present
Comerica Bank 2006 - 2011
Downey Savings & Loan 1996 - 2006
Education
Pepperdine University
History
Girard National Bank January 2010 - Present
Office of the Comptroller of the Currency January 1998 - December 2009
City National Bank March 1995 - December 1997
Education
Pittsburg State University 1990 — 1994
Bachleor of Science, Finance
Firehouse Subs July 2014 - Present
Maxim Healthcare April 2011 - April 2014
Maxim Healthcare Services April 2011 - April 2013
GoCityDeals.com October 2010 - April 2011
GoCityDeals.com August 2010 - March 2011
Clifton Gunderson LLP July 2008 - August 2010
Clifton Gunderson LLP July 2008 - August 2010
City National Bank February 2004 - August 2004
Skills
Management, Leadership, Payroll, Sales, Interviews, Customer Service, Cold Calling, Microsoft Office, Recruiting, Microsoft Excel, College Recruiting, Applicant Tracking..., Accounting, Hiring, Food & Beverage, Direct Sales
Education
Oklahoma State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business and Finance
Oklahoma State University 2004 — 2008
B.B.A. with a double degree, International Business and Finance; Concentrated; International Finance and International Accounting
Redlands Community College 2003 — 2004
Young Professionals of Albuquerque
Life Technologies June 2012 - Present
Life Technologies March 2013 - August 2014
Life Technologies January 2008 - June 2012
Bill Slattery & Associates, Inc. 2007 - 2008
City National Bank 2005 - 2006
Financial Mgmt. Advisors, LLC. 2002 - 2003
Western Asset Management 1996 - 2002
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Strategic Planning, Portfolio Management, Financial Modeling, Outlook, Accounting, PowerPoint, Access, Finance, Equities, New Business Development, Risk Management, Microsoft Word, Auditing, Customer Service, Management, Marketing, SAP
Education
Pasadena City College 1993 — 1995
Prudential California Realty March 2010 - Present
Down Syndrome Association of Los Angeles May 2009 - Present
California Resources and Training May 1995 - Present
Los Angeles Community Development Bank March 1996 - September 2000
First Interstate Bank 1993 - 1996
City National Bank June 1979 - September 1992
Crocker National Bank July 1976 - June 1979
Education
Pacific Coast Banking School 1984 — 1986
Certificate, Commercial Lending
University of Southern California - Marshall School of Business 1974 — 1976
MBA, Finance
Occidental College 1968 — 1974
A.B., Anthropology
California Bank & Trust September 2000 - Present
Sunwest Bank January 1998 - September 2000
City National Bank October 1994 - January 1998
Eldorado Bank July 1991 - September 1994
Bank of San Pedro October 1986 - July 1991
National University January 1988 - August 1989
First Los Angeles Bank November 1984 - October 1986
Lloyds Bank California November 1983 - October 1984
Bank of America May 1980 - November 1983
Skills
Commercial Banking, Commercial Lending, Small Business Lending, SBA, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Credit, Credit Analysis, Loans, Banking, Treasury Management, Underwriting, Credit Risk, Construction Loans, Cash Management, Retail Banking, Portfolio Management, Mortgage Lending, Private Banking, Deposits, Commercial Finance, Consumer Lending, Financial Structuring, Financial Analysis, Structured Finance, Middle Market, Cash Flow Lending, Factoring, Financial Services, Real Estate Financing, Finance, Loan Origination, Trade Finance, Letters of Credit, Commercial Real Estate
Education
Pepperdine University 1985 — 1987
MBA, Business
California State University - Long Beach 1977 — 1982
BS, Financial Management
Union Bank April 2014 - Present
Wells Fargo Bank September 2010 - April 2014
City National Bank May 2006 - September 2010
Baldacci Family Vineyards May 2001 - April 2006
Union Bank April 1985 - May 2001
Skills
Commercial Banking, Credit, Treasury Management
Education
Saint Mary's College of California 1994 — 1996
MBA
University of California, Davis 1980 — 1984
BA
City National Bank 2006 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, C++
Education
Pepperdine University
MBA
University of Southern California
Bachelor's degree
City National Bank March 2008 - Present
Skills
Portfolio Management, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Commercial Lending, Credit Risk
Education
Pace University 2000 — 2002
MBA, Finance
City National Bank January 2013 - Present
Community Financial Corporation March 2010 - January 2013
BB&T April 2002 - March 2010
BB&T February 1997 - April 2002
Skills
Investor Relations, Banking, Commercial Lending, Loans, Commercial Banking, Small Business Lending, Credit Analysis, Consumer Lending, Lines Of Credit, Financial Analysis, Retail Banking, Mortgage Lending, Loan Origination, Risk Management, Mortgage Banking
Education
Old Dominion University 1972 — 1973
Virginia Tech 1965 — 1969
BS, Accounting
Sulphur Springs ISD January 2012 - Present
City National Bank January 2007 - May 2010
Education
Texas A&M University-Commerce 2010 — 2012
BS Interdisciplinary Studies, EC-6 Generalist
Paris Junior College 2006 — 2010
Associate's degree
City National Bank May 2010 - Present
1st Pacific Bank February 2008 - May 2010
Pacific Western Bank November 2004 - May 2008
Skills
Small Business Lending, Loans, Credit Analysis, Lines Of Credit, Credit, Banking, SBA, Consumer Lending, Asset Based Lending, Underwriting, Commercial Mortgages, Portfolio Management, Loan Origination, Credit Risk, Retail Banking, Relationship Management, Cross Selling
Education
Oregon State University 1975 — 1979
Bachelor of Science (B.S.)
Union Bank August 2010 - Present
South County Bank September 2006 - August 2010
City National Bank October 2003 - September 2006
Mellon Bank November 2001 - October 2003
Wells Fargo January 1989 - November 2001
Skills
Financial Statement..., Department Budgeting, Small Business Lending, Credit, Loans, Commercial Banking, Portfolio Management, Underwriting, Real Estate, Funding, Commercial Lending, Credit Analysis, Asset Based Lending, Credit Risk, Commercial Real Estate, Working Capital..., Cash Management
Education
ABA Stonier National Graduate School of Banking 2008 — 2011
Banking Management
University of Pennsylvania - The Wharton School 2014 — 2014
Wharton Leadership Certificate
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
Master of Business Administration (MBA)
Syracuse University 1980 — 1984
Bachelor of Science (BS), Biology, General
HighMark Capital Management, MUFG/Union Bank June 1994 - Present
City National Bank January 1986 - June 1994
Education
Pacific Palisades High School
Pepperdine University
Bachelor of Arts (BA), Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Business Administration and Management, General
Bank of America November 2014 - Present
Self March 2014 - Present
US Bank October 2009 - November 2013
Well Fargo Private Bank June 1989 - March 2009
City National Bank April 2002 - November 2007
Skills
Private Banking, Wealth Management, Risk Management, Loan Origination, Financial Analysis, Relationship Management, High Net Worth..., Financial Services, Finance, Securities, Investments, Lines Of Credit, Cash Management, Mortgage Banking, Deposits, Branch Banking, Treasury Management, Investment Banking, FX Options, Bonds, Basel II, Bank Secrecy Act, Fixed Income, Treasury Services, Business Development, Loan Servicing, Financial Markets, Strategic Financial..., Structured Finance, Refinance, Financial Institutions
Education
Northwood University