First Foundation Bank
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First Foundation Bank Employees
Employee
Years
Job
Industry
Max Briggs, CFP® Max Briggs, CFP®'s First Foundation Bank Experience 2012 - Present
Job Outside Director at First Foundation Bank
Industry Financial Services
Experience
FLC Capital Advisors 1996 - Present
First Foundation, Inc. 2012 - Present
First Foundation Bank 2012 - Present
Palm Springs Art Museum 2011 - Present
Palm Valley School 2006 - Present
Desert Commercial Bank 2005 - 2012
Franklin Loan Center 1989 - 2009
Education
Stetson University 1984 — 1988
BS, Business Administration and Finance
Stetson University 1984 — 1988
Bachelor of Business Administration (BBA), Finance and Financial Management Services
FLC Capital Advisors 1996 - Present
First Foundation, Inc. 2012 - Present
First Foundation Bank 2012 - Present
Palm Springs Art Museum 2011 - Present
Palm Valley School 2006 - Present
Desert Commercial Bank 2005 - 2012
Franklin Loan Center 1989 - 2009
Education
Stetson University 1984 — 1988
BS, Business Administration and Finance
Stetson University 1984 — 1988
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Alton Tjahyono Alton Tjahyono's First Foundation Bank Experience September 2011 - February 2012
Job Operations Associate at First Foundation Inc.
Industry Financial Services
Experience
First Foundation Inc. May 2014 - Present
First Foundation Inc. January 2014 - May 2014
New Penn Financial, LLC September 2012 - December 2013
Irvine Lending April 2012 - July 2012
Internal Revenue Service February 2012 - April 2012
First Foundation Bank September 2011 - February 2012
Holiday Inn Hotel & Suites April 2011 - December 2011
UC Irvine March 2011 - June 2011
UC Irvine September 2009 - March 2010
Skills
Real Estate, Quantitative Finance, Corporate Finance, Fixed Income Analysis, Equity Valuation, Financial Analysis, Finance, Residential Mortgages, Mortgage Compliance, Portfolio Management, Financial Modeling, Auditing, Investments, Loans, Strategic Financial..., Analysis, Credit, Accounting, Bloomberg Terminal
Education
UCI 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
First Foundation Inc. May 2014 - Present
First Foundation Inc. January 2014 - May 2014
New Penn Financial, LLC September 2012 - December 2013
Irvine Lending April 2012 - July 2012
Internal Revenue Service February 2012 - April 2012
First Foundation Bank September 2011 - February 2012
Holiday Inn Hotel & Suites April 2011 - December 2011
UC Irvine March 2011 - June 2011
UC Irvine September 2009 - March 2010
Skills
Real Estate, Quantitative Finance, Corporate Finance, Fixed Income Analysis, Equity Valuation, Financial Analysis, Finance, Residential Mortgages, Mortgage Compliance, Portfolio Management, Financial Modeling, Auditing, Investments, Loans, Strategic Financial..., Analysis, Credit, Accounting, Bloomberg Terminal
Education
UCI 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
George Roam's First Foundation Bank Experience April 2015 - Present
Job Sr. VP, Managing Director, Insurance Services at First Foundation Bank
Industry Insurance
Experience
First Foundation Bank April 2015 - Present
Colorado Brokerage Group, LLC July 2013 - December 2014
Colorado Brokerage Group,LLC February 2006 - July 2013
Colorado Brokerage Group, LLC March 2005 - February 2006
John Hancock Financial Services September 2002 - March 2005
Principal Financial Group August 2001 - September 2002
ING U.S. (Insured Investor Group) 2000 - 2001
Ing Reinsurance 1998 - 2000
ING U.S.--Security Life of Denver 1988 - 1998
Skills
Management, Insurance, Sales, Marketing, Consulting, Marketing Strategy, Branding, Development Of..., Insurance Brokerage, Brokers, Non-Qualified Deferred..., Executive Bonus 162..., Long Term Care Insurance, Strategy, Roth Alternative Plans, Relationship Management, Financial Planning, Advanced Marketing, Cross-functional Team..., Team Mentoring, Strategic Partnerships, Training, Point of Sale Meetings, Life Insurance, Retirement Planning, Fixed Annuities, New Business Development, Retirement, Long-term Care
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
College for Financial Planning
Certified Financial Planner
The American College
Chartered Life Underwriter (CLU)
First Foundation Bank April 2015 - Present
Colorado Brokerage Group, LLC July 2013 - December 2014
Colorado Brokerage Group,LLC February 2006 - July 2013
Colorado Brokerage Group, LLC March 2005 - February 2006
John Hancock Financial Services September 2002 - March 2005
Principal Financial Group August 2001 - September 2002
ING U.S. (Insured Investor Group) 2000 - 2001
Ing Reinsurance 1998 - 2000
ING U.S.--Security Life of Denver 1988 - 1998
Skills
Management, Insurance, Sales, Marketing, Consulting, Marketing Strategy, Branding, Development Of..., Insurance Brokerage, Brokers, Non-Qualified Deferred..., Executive Bonus 162..., Long Term Care Insurance, Strategy, Roth Alternative Plans, Relationship Management, Financial Planning, Advanced Marketing, Cross-functional Team..., Team Mentoring, Strategic Partnerships, Training, Point of Sale Meetings, Life Insurance, Retirement Planning, Fixed Annuities, New Business Development, Retirement, Long-term Care
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
College for Financial Planning
Certified Financial Planner
The American College
Chartered Life Underwriter (CLU)
Damir Vejzovic Damir Vejzovic's First Foundation Bank Experience October 2012 - Present
Job Customer Service Supervisor at First Foundation Bank
Industry Banking
Experience
First Foundation Bank October 2012 - Present
Union Bank August 2010 - October 2012
Ashley Furniture Industries March 2005 - July 2006
Education
San Diego State University-California State University 2006 — 2009
Bachelor of Arts (BA), Germanic Languages, Literatures, and Linguistics
Alofons High School, Munich, Germany 1996 — 1999
General Studies
First Foundation Bank October 2012 - Present
Union Bank August 2010 - October 2012
Ashley Furniture Industries March 2005 - July 2006
Education
San Diego State University-California State University 2006 — 2009
Bachelor of Arts (BA), Germanic Languages, Literatures, and Linguistics
Alofons High School, Munich, Germany 1996 — 1999
General Studies
Ron Hartsoch, MAI Ron Hartsoch, MAI's First Foundation Bank Experience June 2015 - Present
Job SVP, Chief Appraiser, First Foundation Bank
Industry Banking
Experience
First Foundation Bank June 2015 - Present
Umpqua Bank April 2014 - May 2015
Sterling Bank October 1999 - April 2014
Columbia Valuation Group May 1991 - April 1999
Skills
Appraisal, Real Estate, FHA, Refinance, Real Estate Economics, Loans, Mortgage Lending, Real Estate Financing, REO, Investment Properties, Valuation, Disposition, Underwriting, Investors, Foreclosures, Credit, Real Estate Transactions, Commercial Real Estate, Residential Homes, Asset Managment, Banking, Appraisals, Commercial Lending, Commercial Mortgages, Loan Origination
Education
Eastern Washington University
BA, General Studies
First Foundation Bank June 2015 - Present
Umpqua Bank April 2014 - May 2015
Sterling Bank October 1999 - April 2014
Columbia Valuation Group May 1991 - April 1999
Skills
Appraisal, Real Estate, FHA, Refinance, Real Estate Economics, Loans, Mortgage Lending, Real Estate Financing, REO, Investment Properties, Valuation, Disposition, Underwriting, Investors, Foreclosures, Credit, Real Estate Transactions, Commercial Real Estate, Residential Homes, Asset Managment, Banking, Appraisals, Commercial Lending, Commercial Mortgages, Loan Origination
Education
Eastern Washington University
BA, General Studies
Margaret Barker Margaret Barker's First Foundation Bank Experience December 2014 - Present
Job Administrative Assistant/Resolution Analyst at First Citizens Bank
Industry Financial Services
Experience
First Foundation Bank December 2014 - Present
First Citizens Bank 2010 - December 2013
First Regional Bank 2000 - 2010
Santa Monica Bank 1986 - 2000
Skills
Microsoft Word, Microsoft Excel, Analysis, Management, Administrative..., Customer Service, Loans
Education
Los Angeles City College
Schurr High School
First Foundation Bank December 2014 - Present
First Citizens Bank 2010 - December 2013
First Regional Bank 2000 - 2010
Santa Monica Bank 1986 - 2000
Skills
Microsoft Word, Microsoft Excel, Analysis, Management, Administrative..., Customer Service, Loans
Education
Los Angeles City College
Schurr High School
Faye Cobarrubias Faye Cobarrubias's First Foundation Bank Experience March 2010 - October 2010
Job
Industry Banking
Experience
Luther Burbank Savings February 2013 - Present
Opus Bank October 2010 - December 2012
First Foundation Bank March 2010 - October 2010
Commercial Capital Bank January 1997 - November 2006
American Savings Bank 1979 - 1997
Skills
Loans, Banking, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Loan Origination, Compliance, Mortgage Banking, Small Business Lending, Mortgage Lending, Retail Banking, Consumer Lending, Credit Risk
Education
Champlain College
Luther Burbank Savings February 2013 - Present
Opus Bank October 2010 - December 2012
First Foundation Bank March 2010 - October 2010
Commercial Capital Bank January 1997 - November 2006
American Savings Bank 1979 - 1997
Skills
Loans, Banking, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Loan Origination, Compliance, Mortgage Banking, Small Business Lending, Mortgage Lending, Retail Banking, Consumer Lending, Credit Risk
Education
Champlain College
Cindy Tai Cindy Tai's First Foundation Bank Experience July 2013 - Present
Job Sr. Loan Administrator at First Foundation Bank
Industry Financial Services
Experience
First Foundation Bank July 2013 - Present
Opus Bank July 2011 - July 2013
Chinatrust Bank (U.S.A.) January 2007 - July 2011
Skills
Loans, Banking, Loan Origination, Refinance
Education
California State University-Long Beach 1999 — 2001
Management in Business Administration, Computer Science
First Foundation Bank July 2013 - Present
Opus Bank July 2011 - July 2013
Chinatrust Bank (U.S.A.) January 2007 - July 2011
Skills
Loans, Banking, Loan Origination, Refinance
Education
California State University-Long Beach 1999 — 2001
Management in Business Administration, Computer Science
Pamela Rubin Cohen's First Foundation Bank Experience October 2011 - Present
Job Vice President of Philanthropy Services at First Foundation Bank
Industry Philanthropy
Experience
First Foundation Bank October 2011 - Present
Jewish Community Foundation February 2009 - October 2011
Targeted Philanthropy 2006 - 2011
California Community Foundation 2002 - 2006
The Eisner Foundation 2002 - 2006
The Walt Disney Company 1999 - 2002
WestEd 1998 - 1999
LEARN 1995 - 1998
Congressman Richard Gephardt 1991 - 1992
Skills
Non-profits, Grants, Fundraising, Program Development, Board Development, Community Outreach, Strategic Planning, Public Speaking, Event Planning, Program Evaluation, Research, Capacity Building, Non-profit..., Social Entrepreneurship, Public Relations, Event Management, Public Policy, Nonprofits, Charities, Philanthropy
Education
Harvard University Graduate School of Education 1994 — 1995
Master's Degree, Education
University of California, Berkeley
B.A., Political Science
First Foundation Bank October 2011 - Present
Jewish Community Foundation February 2009 - October 2011
Targeted Philanthropy 2006 - 2011
California Community Foundation 2002 - 2006
The Eisner Foundation 2002 - 2006
The Walt Disney Company 1999 - 2002
WestEd 1998 - 1999
LEARN 1995 - 1998
Congressman Richard Gephardt 1991 - 1992
Skills
Non-profits, Grants, Fundraising, Program Development, Board Development, Community Outreach, Strategic Planning, Public Speaking, Event Planning, Program Evaluation, Research, Capacity Building, Non-profit..., Social Entrepreneurship, Public Relations, Event Management, Public Policy, Nonprofits, Charities, Philanthropy
Education
Harvard University Graduate School of Education 1994 — 1995
Master's Degree, Education
University of California, Berkeley
B.A., Political Science
Lisa Carlson's First Foundation Bank Experience September 2007 - Present
Job SVP/ Human Resources Director at First Foundation Bank
Industry Banking
Experience
First Foundation Bank September 2007 - Present
Washington Mutual Bank October 2006 - December 2006
Commercial Capital Bank May 2000 - October 2006
Skills
Human Resources, Employee Relations, Mergers, Policy, Strategic Planning, Banking, Coaching, Personnel Management, Training, Due Diligence, Microsoft Excel, Customer Service, Performance Management, Microsoft Office, Project Management, Mergers & Acquisitions, Leadership, Employee Benefits, Onboarding, Commercial Banking
Education
Chapman University 2006 — 2011
BA, Organizational Leadership
Saddleback College 1992 — 1995
AA, Legal
First Foundation Bank September 2007 - Present
Washington Mutual Bank October 2006 - December 2006
Commercial Capital Bank May 2000 - October 2006
Skills
Human Resources, Employee Relations, Mergers, Policy, Strategic Planning, Banking, Coaching, Personnel Management, Training, Due Diligence, Microsoft Excel, Customer Service, Performance Management, Microsoft Office, Project Management, Mergers & Acquisitions, Leadership, Employee Benefits, Onboarding, Commercial Banking
Education
Chapman University 2006 — 2011
BA, Organizational Leadership
Saddleback College 1992 — 1995
AA, Legal
Sherry Lindley's First Foundation Bank Experience June 2009 - Present
Job VP, Credit Underwriter at First Foundation Bank
Industry Banking
Experience
First Foundation Bank June 2009 - Present
First Heritage Bank April 2007 - September 2010
Pacific Western Bank August 2006 - April 2007
Commercial Capital Bank June 2003 - August 2006
William Morris Agency 1991 - 1998
Skills
Commercial Real Estate, Credit Analysis, Credit, Loans, Underwriting, Industrial Engineering, Commercial Lending, Business, Asset Based Lending, Banking
Education
Orange Coast College
Real Estate
First Foundation Bank June 2009 - Present
First Heritage Bank April 2007 - September 2010
Pacific Western Bank August 2006 - April 2007
Commercial Capital Bank June 2003 - August 2006
William Morris Agency 1991 - 1998
Skills
Commercial Real Estate, Credit Analysis, Credit, Loans, Underwriting, Industrial Engineering, Commercial Lending, Business, Asset Based Lending, Banking
Education
Orange Coast College
Real Estate
Katie Tilden's First Foundation Bank Experience January 2008 - Present
Job Senior Vice President/Private Banker at First Foundation Bank
Industry Banking
Experience
First Foundation Bank January 2008 - Present
Commercial Capital Bank 2003 - 2007
Western Financial Bank 1998 - 2003
Home Saving 1997 - 1998
Wells Fargo 1989 - 1997
Skills
Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Loans, Small Business Lending, Commercial Banking, Cash Management, Portfolio Management, Credit, Asset Based Lending, Wealth Management, Underwriting, Finance, Leadership, Investments, Investment Advisory, Start-ups, Strategic Financial..., Lines Of Credit, Financial Advisory, Asset Management, Wealth, Wealth Management...
Education
University of Cincinnati
BA
University of Phoenix
MBA
First Foundation Bank January 2008 - Present
Commercial Capital Bank 2003 - 2007
Western Financial Bank 1998 - 2003
Home Saving 1997 - 1998
Wells Fargo 1989 - 1997
Skills
Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Loans, Small Business Lending, Commercial Banking, Cash Management, Portfolio Management, Credit, Asset Based Lending, Wealth Management, Underwriting, Finance, Leadership, Investments, Investment Advisory, Start-ups, Strategic Financial..., Lines Of Credit, Financial Advisory, Asset Management, Wealth, Wealth Management...
Education
University of Cincinnati
BA
University of Phoenix
MBA
Pat Dugquem's First Foundation Bank Experience February 2008 - Present
Job CTFA, Trust Operations Manager at First Foundation Bank
Industry Banking
Experience
First Foundation Bank February 2008 - Present
First Foundation Bank 2008 - 2010
Bank of the West February 2001 - January 2008
Skills
Wealth Management, Investments, Alternative Investments, Asset Allocation, Investment Management, 401k, Mutual Funds, Trust Operations, Account Portfolio..., Fixed Income
Education
Cannon Financial Institution 2008 — 2010
CTFA, Trust
University of La Verne 1997 — 1999
B.A., Business Administration
California State Polytechnic University-Pomona 1987 — 1992
Accounting and Finance
First Foundation Bank February 2008 - Present
First Foundation Bank 2008 - 2010
Bank of the West February 2001 - January 2008
Skills
Wealth Management, Investments, Alternative Investments, Asset Allocation, Investment Management, 401k, Mutual Funds, Trust Operations, Account Portfolio..., Fixed Income
Education
Cannon Financial Institution 2008 — 2010
CTFA, Trust
University of La Verne 1997 — 1999
B.A., Business Administration
California State Polytechnic University-Pomona 1987 — 1992
Accounting and Finance
Lynn Grunklee's First Foundation Bank Experience February 2011 - Present
Job Sr. Loan Administrator at First Foundation Bank
Industry Commercial Real Estate
Experience
First Foundation Bank February 2011 - Present
Personal Volunteer Work September 2009 - January 2012
Washington Mutual January 1999 - January 2009
JP Morgan & Chase (formerly Washington Mutual Bank) 1998 - 2008
Skills
Process Improvement, Team Building, Customer Service, Access, Business Analysis, Training, Loans, Mortgage Lending, Commercial Lending, Management, Financial Analysis, Financial Services
Education
Orange Coast College
First Foundation Bank February 2011 - Present
Personal Volunteer Work September 2009 - January 2012
Washington Mutual January 1999 - January 2009
JP Morgan & Chase (formerly Washington Mutual Bank) 1998 - 2008
Skills
Process Improvement, Team Building, Customer Service, Access, Business Analysis, Training, Loans, Mortgage Lending, Commercial Lending, Management, Financial Analysis, Financial Services
Education
Orange Coast College
Sarah (Mistele) Fiege's First Foundation Bank Experience May 2011 - Present
Job AVP Credit Underwritter at First Foundation Bank
Industry Banking
Experience
First Foundation Bank May 2011 - Present
Golden Coast Bank September 2010 - May 2011
Bank of Manhattan March 2009 - September 2010
Rabobank, N.A. May 2005 - March 2009
Education
Loyola Marymount University
Bachelor of Arts, Economics, Business Administration
First Foundation Bank May 2011 - Present
Golden Coast Bank September 2010 - May 2011
Bank of Manhattan March 2009 - September 2010
Rabobank, N.A. May 2005 - March 2009
Education
Loyola Marymount University
Bachelor of Arts, Economics, Business Administration
Briana Dominguez's First Foundation Bank Experience September 2011 - Present
Job Senior Private Banking Associate
Industry Financial Services
Experience
First Foundation Bank September 2011 - Present
Skills
Alternative Investments, Customer Service, Entrepreneurship, Financial Analysis, Loans
Education
California State University-Fullerton 2006 — 2010
Bachelor's in Business Administration, Finance
First Foundation Bank September 2011 - Present
Skills
Alternative Investments, Customer Service, Entrepreneurship, Financial Analysis, Loans
Education
California State University-Fullerton 2006 — 2010
Bachelor's in Business Administration, Finance
Brandi Robinson's First Foundation Bank Experience June 2010 - June 2012
Job Legal Specialist
Industry Banking
Experience
SchoolsFirst Federal Credit Union August 2012 - Present
First Foundation Bank June 2010 - June 2012
Wells Fargo April 2010 - June 2010
Education
Santa Ana College 1996 — 2000
Associate of Arts (AA), General Studies
SchoolsFirst Federal Credit Union August 2012 - Present
First Foundation Bank June 2010 - June 2012
Wells Fargo April 2010 - June 2010
Education
Santa Ana College 1996 — 2000
Associate of Arts (AA), General Studies
Robin Calder's First Foundation Bank Experience
Job VP/Private Banker at First Foundation Bank
Industry Banking
Experience
First Foundation Bank
Skills
Credit, Loans, Commercial Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Credit Analysis, Asset Based Lending, Wealth Management, Portfolio Management, Mortgage Lending, Wealth Management..., Banking, Cash Management, SBA, Loan Origination, Financial Analysis, Small Business
Education
University of Southern California 1969 — 1973
Bachelor's degree, Business Administration and Management, General, 3.0
First Foundation Bank
Skills
Credit, Loans, Commercial Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Credit Analysis, Asset Based Lending, Wealth Management, Portfolio Management, Mortgage Lending, Wealth Management..., Banking, Cash Management, SBA, Loan Origination, Financial Analysis, Small Business
Education
University of Southern California 1969 — 1973
Bachelor's degree, Business Administration and Management, General, 3.0