Mid-State Bank & Trust
Industry: Company
DescriptionHeadquarters: Arroyo Grande, CA Founded: 1961
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Mid-State Bank & Trust Employees
USDA April 2008 - Present
Mid State Bank & Trust September 2002 - July 2005
Education
Arizona State University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Global Business & Marketing
Allan Hancock College 2003 — 2004
Associate of Arts (A.A.)
MHCAN May 2014 - Present
Kohls March 2010 - August 2010
UCSC January 2009 - January 2010
Mid-State Bank & Trust June 2003 - August 2005
Skills
Accounts Receivable, Mailers, Databases, Data Entry, Research, Customer Service, linguistical aptitude, PowerPoint, SPSS, Team Leadership, Psychology, Healthcare, Spanish, Nonprofits, Editing, Qualitative Research, Microsoft Word, Leadership, Public Speaking, Higher Education, Critical Thinking, English, Policy, Microsoft Office, Program Evaluation, Writing
Education
Cabrillo College 2011 — 2014
Certificate of Achievement, Medical Insurance Specialist/Medical Biller
UC Santa Cruz 2005 — 2009
B.A., Psychology
Wells Fargo, Wealth Management Group October 2012 - Present
Wells Fargo, Wealth Management Group December 2008 - October 2012
Mid-State Bank & Trust May 2007 - September 2007
Skills
SEI Trust 3000, Wealth Management, Portfolio Management, Financial Analysis, Relationship Management, Microsoft Excel, Customer Service, CTFA, Bloomberg Terminal, FactSet Data Research, Finance
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts, Business Economics, Accounting, Sports Management
University of Nevada Las Vegas Lee Business School
Master of Business Administration (MBA), Finance, General
Community West Bank August 2012 - Present
First California Bank June 2011 - August 2012
Santa Barbara Bank & Trust September 2004 - June 2011
Mid-State Bank & Trust June 1998 - September 2004
Bank of Santa Maria September 1988 - June 1995
Security Pacific Bank September 1982 - June 1987
Skills
Banking, Commercial Real Estate, Commercial Lending, Small Business Lending, Portfolio Management, Commercial Banking, Lines Of Credit, Real Estate, SBA, Letters of Credit, Credit Analysis, Loans, Asset Based Lending, Agriculture Lending, Finance, Loan Origination, Mortgage Lending, Management, Investments
Education
California State University San Bernardino 1977 — 1979
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies
San Bernardino Valley College 1973 — 1977
Santa Barbara City College August 2012 - May 2015
Rabobank,N.A April 2005 - April 2014
Boys & Girls Club 2009 - 2014
Mid-State Bank & Trust October 2002 - January 2005
Montecito Bank & Trust 2005 - 2005
Reference Clothing Co July 2001 - October 2002
Skills
Family, Public Speaking, Reliable, Cultural Diversity, Teaching, Customer Service, Time Value of Money, Banking, Logical Approach, Customer Satisfaction, Long-term Customer..., Business Efficiency, Cost Efficiency, Connecting People, Inspiring People, Value for Money, Saving for Education, Sports Coaching, Cross-functional Team..., Youth Empowerment, Accounting, Innovation, Bilingual-English/Spanis..., Leadership, Spanish, Sales, Community Outreach
Education
Santa Barbara City College 2012 — 2015
Associate's Degree, Computer Science: Emphasis in Office Management
Santa Barbara High School 1998 — 2001
Computer Business
Western Federal Credit Union September 2012 - Present
Wells Fargo July 2008 - September 2012
Washington Mutual Bank October 2006 - May 2008
Washington Mutual Bank April 2005 - October 2006
Washington Mutual Bank November 2002 - April 2005
Washington Mutual Bank May 2001 - November 2002
Washington Mutual Bank March 2000 - May 2001
Mid-State Bank & Trust July 1998 - August 1999
Skills
Mortgage Banking, Management, Auditing, Loans, Credit, Consumer Lending, Banking, Mortgage Lending, Retail Banking, Cross Selling, Customer Service, Small Business Lending, Finance, Credit Analysis, Branch Banking, Communication, Interpersonal Skills, Loan Origination, Project Management
Education
San Francisco State University
Bachelor's degree, Psychology
Rabobank, N.A. 2013 - Present
Rabobank, N.A. 2007 - 2012
Mid-State Bank & Trust 2000 - 2007
Body Incorporated January 1999 - June 2000
Skills
Marketing, Marketing Communications, Public Speaking, Public Relations, Marketing Strategy, Banking, Corporate Communications, Advertising, Management, Internal Communications, Project Management, Email Marketing, Strategic Communications, Strategic Planning, Retail Banking, Risk Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor's Degree, Journalism
Brooke Thompson Law August 2006 - Present
Montecito Bank & Trust March 2004 - August 2006
Mid-State Bank & Trust March 2002 - March 2004
Cascade County Attorney August 1998 - January 2001
Skills
Loans, Real Estate, Disposition, Financial Structuring, Commercial Real Estate, Investment Banking, Foreclosures, Acquisitions
Education
The University of Montana School of Law 1995 — 1998
Doctor of Law (J.D.), Law
The University of Montana 1989 — 1995
Economics (BA), Economics/Russian
Heritage Oaks Bank July 2014 - Present
BofI Federal Bank 2013 - 2014
California Bank & Trust 2011 - 2013
Chinatrust Bank 2010 - 2011
Innovative Bank 2007 - 2010
Pacific National Bank 2005 - 2007
Mid-State Bank & Trust 2004 - 2005
Northwood Capital Mortgage 2001 - 2004
Federal Deposit Insurance Corporation 1986 - 2001
Skills
Banking, Risk Management, Bank Secrecy Act, Commercial Banking, Compliance, Third Party Risk, Prepaid Cards, Correspondent Lending, Retail Banking, Relationship Management, Internal Controls, Executive Management, Financial Services, Operational Risk, Corporate Governance, Regulations, Leadership, Internal Audit, OFAC, Customer Service, Financial Institutions, AML, Branch Banking, Due Diligence, Team Building, Finance, KYC, Financial Risk, Management, Risk Assessment
Education
National University 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
National University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Advisys, Inc. September 2002 - Present
Copernica Networks January 2002 - April 2002
Kettley Publishing April 1993 - January 2000
Sidekick Printers August 1989 - March 1993
Financial Profiles January 1986 - August 1989
Mid-State Bank & Trust September 1982 - June 1986
Wells, Rich, Greene May 1980 - July 1982
Skills
Marketing Strategy, Financial Services, Strategic Planning, Product Management, SaaS, Salesforce.com, Product Development, Marketing, B2B, Webinars, Insurance, Project Management, Process Improvement, Start-ups, Advertising, Business Strategy, Strategy, Direct Marketing, Sales, Leadership, Team Leadership, Business Planning, Business Development, Product Marketing, Cross-functional Team..., Executive Management, Strategic Partnerships, CRM, Selling, New Business Development, Online Marketing, Enterprise Software, Management, Entrepreneurship, E-commerce, Lead Generation, Vendor Management, Training
Education
University of Phoenix-Southern California Campus 1995 — 1997
Master of Business Administration (MBA), Technology Management
University of California, Los Angeles 1975 — 1979
Bachelor of Arts, English
Monterey County Bank March 2015 - Present
Redwood Capital Bank September 2007 - November 2014
Mid-State Bank & Trust August 2004 - October 2006
Millennium Bank April 2000 - July 2004
Wells Fargo Bank May 1995 - December 1999
Bank of America June 1978 - April 1995
Skills
Risk Management, Commercial Banking, Business Planning, Credit, Financial Analysis, Loans, Portfolio Management, Capital Markets, Banking, Relationship Management, Credit Risk, Corporate Finance, Credit Analysis, Leadership, CRM, Strategic Planning, Management, Commercial Lending, Analysis, Start-ups, Underwriting, Investments, Sales
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance, Accounting & Marketing
Colgate University 1972 — 1975
B.A., English
BB&T September 2014 - Present
Patheon/DSM January 2014 - September 2014
Andrews Federal Credit Union August 2011 - April 2013
E*TRADE Financial 2003 - 2005
Millennium Bank, N.A. 2002 - 2003
Mid-State Bank & Trust 1998 - 2001
Skills
Retail Banking, Risk Management, Consumer Lending, Credit Analysis, Cross Selling, Deposits, Loan Origination, Credit Cards, Cash Management, Computers:MS Office..., Bank Safety & Security, Budgeting, Financial Briefer, Event Planning, Bank Compliance, Training & Development, Employee Recruiting and..., Cost Variance Analysis, Business development, Multicultural Outreach
Education
Trident University International 2010 — 2012
Master of Business Administration (MBA), Business Administration/Concentration in Finance, GPA: 3.97
Trident University International 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration/Concentration in Finance, GPA: 3.96
Square 1 Bank April 2005 - Present
San Diego Venture Group September 2013 - Present
Comerica Bank March 1995 - April 2005
Mid-State Bank & Trust July 1992 - March 1995
Skills
Venture Capital, Mergers, Private Equity, Financial Modeling, Commercial Lending, Portfolio Management, Due Diligence, Financial Analysis, Corporate Finance, Investments, Commercial Banking, Venture Financing, Credit Analysis, Credit, Loans, Valuation, Middle Market, Start-ups, Banking, Asset Based Lending, Corporate Development, Financial Structuring, Investment Banking, Mergers, Mergers & Acquisitions
Education
California Polytechnic State University-San Luis Obispo 1987 — 1992
BS, Finance
Heritage Oaks Bank March 2005 - January 2015
Mid-State Bank & Trust March 1986 - February 2006
Skills
Team Building, Credit, Banking, Loans, Budgeting, Coaching, Customer Relations, Customer Service, Negotiation, Problem Solving, Sales Management, New Business Development, Financial Reporting, Budgets, Microsoft Excel, Outstanding..., Business Development, Finance, CRM, Commercial Banking, Small Business Lending, Credit Analysis, Cash Management, Loan Origination, Risk Management, Mortgage Banking, Consumer Lending, Lines Of Credit, Management, Investments, Credit Risk, Relationship Management, Retail Banking, Refinance, Strategic Financial..., Bank Secrecy Act, Private Banking, Cross Selling, Residential Mortgages, Financial Services, Marketing, Sales
Education
Cuesta College 1990 — 1991
Rabobank October 2013 - Present
Rabobank May 2007 - October 2013
Mid-State Bank & Trust February 1993 - May 2007
Harding & Murrell, Inc. 1987 - 1993
Skills
Lines Of Credit, Commercial Mortgages, Private Banking, Loan Origination, Underwriting, Relationship Management, Team Building, Marketing, Cash Flow, Budgets, Sales Management, Real Estate Lending, ALM, Mergers, Wealth Management, Strategic Planning, Banking, Commercial Banking, Start-ups, Sales, Middle Market, Finance, Risk Management, Consumer Lending, Retail Banking, Leadership, Entrepreneurship, Insurance, Asset Based Lending, Real Estate, Mergers & Acquisitions, Management, Public Speaking, Real Estate Development, Financial Analysis, Marketing Strategy, Credit, SBA, Treasury Management, Credit Risk, Real Estate Economics
Education
California Polytechnic State University-San Luis Obispo 1975 — 1977
BS, Ag Business Management
California Polytechnic State University-San Luis Obispo 1975 — 1977
Washington Trust Bank January 2014 - Present
Verizon Wireless September 2010 - January 2014
Chase February 2005 - September 2010
Mid-State Bank & Trust October 2002 - February 2005
Skills
Banking, Credit, Loans, Small Business Lending, Sales, Sales Management, Relationship Management, Consumer Lending, Financial Analysis, Retail, Customer Service, Cross Selling, Mortgage Lending, Customer Retention, Customer Experience, Sales Process, Customer Satisfaction, Management, Leadership
Education
Colorado state university - Global Campus 2012 — 2014
Master's degree, Management / Finance
California Polytechnic State University-San Luis Obispo 1996 — 2002
Bachelor's degree, Business Administration and Management, General
Coast Wraps Signs & Graphics May 2014 - Present
BlueJay Graphix May 2007 - Present
Signs of Success October 2012 - May 2014
Intuit October 2007 - March 2011
Mindgruve June 2007 - August 2007
Allen Hancock College June 2002 - June 2004
Mid-State Bank & Trust March 2001 - July 2002
ROBINSON’S MAY January 1999 - March 2001
Skills
Adobe Photoshop (mac..., Adobe Illustrator (mac..., Adobe In-Design (mac..., Adobe Dreamweaver (mac..., Adobe Flash (mac and..., Adobe ImageReady and..., Quark Express, HTML + CSS, Agile Development..., Integration Testing, Black Box Testing, Ad Hoc Testing, Test Director, Mercury Quality Center, TeamTrack, QuickBase, RPM (Release Packaging..., EC (Electric Commander), Netbuilder (intuit tool..., Microsoft Office..., typing skills (50 wpm)
Education
San Diego State University-California State University 2004 — 2007
B.A., with an Emphasis in Graphic Design
Waggener Edstrom Communications March 2014 - Present
Waggener Edstrom February 2013 - March 2014
Waggener Edstrom June 2011 - February 2013
Pacific Continental Bank September 2010 - June 2011
Pacific Continental Bank February 2006 - July 2010
Internet Public Library September 2008 - June 2010
Renton Public Library/King County Library May 2009 - May 2010
University of Washington January 2010 - March 2010
Multnomah County Library August 2006 - September 2007
Mid State Bank & Trust September 2002 - November 2005
Skills
Online Research, Editing, Research, Social Media, Customer Service, Information Literacy
Education
University of Washington 2007 — 2010
MLIS, Library and Information Science
California Polytechnic State University-San Luis Obispo 2001 — 2005
BA, English
Ventura County Credit Union May 2015 - Present
Community West Bank January 2013 - March 2015
Ventura County Contractors Association 2010 - 2015
Community West Bank July 2012 - December 2012
Rabobank January 2007 - July 2012
Mid-State Bank & Trust January 2006 - December 2006
Encino State Bank August 2002 - April 2004
First Western Bank December 1999 - August 2002
Santa Monica Bank August 1997 - December 1999
Union Bank April 1992 - August 1997
Skills
Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Banking, Banking, Retail Banking, Credit Risk, Credit Analysis, Credit, Consumer Lending, Commercial Mortgages, Asset Based Lending, SBA, Mortgage Lending, Leadership, Finance, Investments, Financial Institutions, Cash Flow Lending, Financial Structuring, Strategic Financial..., Executive Management, Deposits, Cross Selling, Wealth Management, Financial Modeling, Relationship Management, Real Estate, Loan Origination, Mortgage Banking, Commercial Real Estate, Internet Banking, Mergers & Acquisitions, Payments, Cash Management, Treasury Management, Financial Risk, Branch Management, Middle Market, Change Management, Trade Finance, Risk Management, Portfolio Management, Small Business, Private Banking, Underwriting, Financial Analysis, Branch Banking, Securities
Education
University of Washington 2007 — 2009
Graduate of Pacific Coast Banking School
Los Angeles Pierce College 1991 — 1993
Associate's Degree, Business Administration and Management, General
Rabobank June 2007 - Present
Mid-State Bank & Trust May 1986 - June 2007
Skills
Risk Management, Security Management, Fraud Investigation, Banking, Physical Security, Security, Corporate Security, Risk Assessment, Fraud, Commercial Banking, CCTV, Credit, Security Audits, Security Operations, Access Control, Financial Risk, Private Investigations, Enterprise Risk..., Personal Protection, Executive Protection, Operations Management, Operational Security, Security System Design, Security Consulting, Security Training, Security Awareness
Education
Allan Hancock College 1997 — 1998
Police Academy - P.O.S.T Certification, Law Enforcement
MINDBODY, Inc. March 2014 - Present
Rabobank February 2012 - March 2014
Rabobank June 2011 - January 2012
Rabobank October 2008 - May 2011
Mid-State Bank & Trust August 2006 - September 2008
Woodstock's Pizza 2001 - 2006
Skills
Marketing Strategy, Online Communications, Online Advertising, Web Analytics, Vendor Management, Marketing, Business Development, Reporting & Analysis, Project Management, Cross-functional Team..., Strategic Planning, Presentations, Collaboration, Digital Marketing, Multi-channel Marketing, Web Content, Creative Direction, Email Marketing, Omniture, ExactTarget, Mediaplex, Strategy, E-commerce, Marketing Communications
Education
California Polytechnic State University-San Luis Obispo 1998 — 2002
Bachelor of Science, Business
Mid-State Bank & Trust May 2006 - Present
Education
California State University-Monterey Bay 2001 — 2006
Novacoast June 2003 - Present
Mid-State Bank & Trust 2000 - 2003
Petrowest 1999 - 2000
Mount Herman - Poderosa Lodge 1998 - 1998
Xing Technology 1994 - 1998
Skills
Virtualization, VMware, Disaster Recovery, Security, Cloud Computing, Linux, Network Security, Data Center, Active Directory, Network Administration, DNS, VPN, Identity Management, Novell, Servers, Firewalls, Cisco Technologies, VMware ESX, Windows Server, Project Management, System Administration, Storage, LDAP, vSphere, TCP/IP, MySQL, Apache, Windows, Integration, Novell Netware, Symantec Endpoint..., Computer Security, Troubleshooting, Managed Services, Strategic Planning, Enterprise Software, Unix
Education
Cuesta College 1996 — 2002
GE, Business
Arroyo Grande High School 1992 — 1996
Diploma
Leslie Love Stone January 2009 - Present
Rabobank, N.A. May 2007 - June 2008
Mid-State Bank & Trust October 1991 - May 2007
Skills
Fine Art, Art, Painting, Abstract Painting, Color Theory, 2-D Design, Illustration, Graphic Design, Marketing, Strategic Planning, Advertising, Marketing Communications, Corporate Communications, Internal Communications, Public Relations, Social Media, Banking, Event Planning, Relationship Management, Public Speaking, Analysis, Fundraising, Project Management, Teaching, Training, Abstract Paintings, Budgets, Retail, Commercial Banking, Customer Service, Art Exhibitions, Art History, Visual Arts, Contemporary Art, Curating, Museums, Studio Art, Sculpture, Abstraction, Arts Administration, Galleries, Murals, Art Education, Acrylic, Public Art, Mixed Media, Oil Painting, Printmaking, Photography, Drawing
Education
Claremont Graduate University 2011 — 2013
MFA, Fine Arts
Cuesta College 2009 — 2011
Associate of Arts (AA), Fine and Studio Arts / Graphic Design
California Polytechnic State University-San Luis Obispo 1993 — 1996
MBA, Marketing, International Business
University of Nevada-Reno
BS, Finance, Minor in Economics
PNC Wealth Management April 2013 - Present
PNC Wealth Management 1993 - April 2013
Mid-State Bank & Trust 1981 - 1993
Skills
Equities, Wealth Management, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Alternative Investments, Estate Planning, Asset Management, Loans, Mutual Funds, Investments, High Net Worth..., Investment Strategies, Trust Services, Series 7, Financial Analysis, Retirement, Risk Management, Wealth Management..., Securities, Investment Management, Investment Advisory, Strategic Planning, Tax, Asset Managment, Banking
Education
Indiana University of Pennsylvania 1976 — 1978
BS, Consumer Studies
Aon Corporation 1998 - 2004
Riggs National Bank 1983 - 1995
Mid-State Bank & Trust 1981 - 1984
Education
University of Maryland College Park 1994 — 1997
MBA, Finance
Marymount University
BBA, Finance
Cambria Heights High School 1974 — 1978
diploma
Penn State University
Associate, Marketing/Management
American Riviera Bank (arbv) August 2008 - Present
Rabobank April 2008 - August 2008
Mid-State Bank & Trust September 2006 - March 2008
Mid-State Bank & Trust April 2002 - August 2006
Skills
Commercial Banking, Banking, Loans, Portfolio Management, Negotiation, Credit, Retail Banking, Credit Analysis, Refinance, Commercial Lending, Commercial Real Estate, Financial Structuring, Cash Management, Financial Institutions, Internet Banking, Underwriting, Credit Risk, Consumer Lending, Management, Mortgage Banking, Loan Origination, Executive Management, Small Business Lending, Treasury Management, Financial Modeling, Relationship Management, Financial Services, Small Business, Branch Banking, Financial Risk, Residential Mortgages, Lines Of Credit, Real Estate Financing, Real Estate, Private Banking, Commercial Mortgages, New Business Development, Series 7, Deposits, Business Strategy, Strategic Planning, Leadership, Asset Based Lending, Sales, Structured Finance, Business Development, Restructuring, Cross Selling, Strategic Corporate..., Investment Banking
Education
University of California, San Diego 1986 — 1990
BS, Quantitative Economics
St Francis High School 1985 — 1986
GED
American School in London 1982 — 1985
Mid-State Bank & Trust October 2005 - July 2008
Education
California Polytechnic State University-San Luis Obispo 2005 — 2008
Bachelors, Management Information Systems
Cuesta College 2000 — 2004
Associates in Business Administration, Business
San Luis Obispo Chess Club 2013 - Present
The Parable Group December 1997 - Present
Vital Strategy Technology Services, LLC January 2002 - January 2014
Mid-State Bank & Trust December 1992 - December 1997
Skills
JavaScript, XML, SQL Server, ASP.NET, CSS, SSRS, AJAX, C#, Microsoft Technologies, Stored Procedures, SSAS, Microsoft Office, T-SQL, IIS, Web Development, .NET, Web Services, SQL, jQuery, HTML, Web Applications, Access, SSIS, Visual Studio, WCF, ADO.NET, System Administration, Microsoft SQL Server, E-commerce, Software Development, VB.NET, SEO, Databases
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
BS, Psychology
Bellarmine College Preparatory 1981 — 1985
BS, Psychology
Rabobank April 2005 - Present
Mid-State Bank & Trust 2002 - 2005
Mid State Bank November 1999 - March 2002
Skills
Consumer Lending, Small Business Lending, Refinance, Credit, Banking, Credit Cards, Small Business, Loans, Cash Management, Employee Benefits, Commercial Lending, Payments, Mortgage Lending, Financial Services, Risk Management, Coaching, Underwriting, Branch Banking, Debit Cards, Public Speaking, Financial Analysis, Strategic Financial..., Insurance, Commercial Banking, ACH, Investments, Loan Origination, Customer Service, Private Banking, Bilingual-English/Spanis..., Team Building
Education
California Polytechnic State University-San Luis Obispo 1986 — 1989
BS Degree Bus Admin,, HR, Bus.Management
Allan Hancock College 1983 — 1985
AS Degree, Liberal Studies
Team Movement For Life February 2013 - Present
Paso Robles Joint Unified School District August 2010 - February 2013
UBS Investment Bank August 2008 - August 2009
Mid-State Bank & Trust February 2003 - August 2008
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Time Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, Physical Therapy..., Recruiting, Training, Payroll, Outlook, Human Resources, Microsoft Word, Analysis, Healthcare, Photography
Education
California Polytechnic State University-San Luis Obispo 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Rabobank, N.A. November 1991 - April 2009
Mid-State Bank & Trust 1991 - 2009
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Credit
Education
Saint Bonaventure University 1972 — 1976
A/A, Accounting
Bishop Ryan High School 1968 — 1972
Innovative Bank January 2007 - Present
Pacific National Bank 2005 - 2007
Mid-State Bank & Trust 2004 - 2005
Northwood Capital 2001 - 2004
Federal Deposit Insurance Corporation 1986 - 2001
Education
National University 1978 — 1984
Masters, Finance
e.Republic July 2014 - Present
e.Republic, Inc. January 2014 - July 2014
e.Republic, Inc. July 2008 - January 2014
Independent Capital Management June 2007 - December 2007
Mid-State Bank & Trust January 2006 - January 2007
AMT Datasouth May 1998 - May 2000
Skills
Social Media, Video, Market Research, Data Analysis, Customer Service, Salesforce.com, Program Management, Marketing Communications, Quality Assurance, Research, Team Leadership, Leadership, Strategic Planning, Account Management, Project Management, Strategy, Marketing Strategy, Analytics, Government, Solution Selling, Sales Engineering
Education
University of California, Davis 2003 — 2005
Bachelor's degree, Political Science and Government, 3.0
Moorpark College 2001 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.0
Oak View Properties October 2007 - Present
Santa Barbara Bank and Trust November 2007 - December 2012
Mid-State Bank & Trust January 2000 - November 2007
Bank of America 1996 - 2000
Skills
Real Estate, Finance, Business, Wine, Loans, Commercial Real Estate, Underwriting, Selling, Investments, Residential Homes, Investment Properties, Small Business, Credit, REO, Real Estate Transactions, Portfolio Management, Mortgage Lending, Small Business Lending, Residential Mortgages, First Time Home Buyers, Mortgage Banking, Commercial Mortgages, Foreclosures, Loan Origination, FHA, Real Estate Development, Commercial Lending, Credit Analysis, Refinance, Sales
Education
University of La Verne 1998 — 2000
BA, Business
Mission Comminity Bank July 2010 - Present
Rabobank, N.A. August 2008 - December 2009
RABOBANK August 2008 - December 2009
Rabobank, N.A. May 2006 - August 2008
Mid-State Bank & Trust September 1998 - May 2006
Mid-State Bank & Trust January 1998 - January 2006
Bank of Santa Maria March 1980 - September 1998
BANK OF SANTA MARIA January 1980 - January 1998
Education
University of Phoenix 2005 — 2008
Bachelor of Science, Business AccountingAccounting
University of Phoenix
Bachelor of Science Degree, Business Accounting
JPMorgan Chase December 2013 - Present
Rabobank November 2011 - December 2013
Rabobank May 2011 - November 2011
Rabobank October 2007 - May 2011
Mid-State Bank & Trust October 2003 - November 2006
Skills
Credit, Commercial Banking, Loans, Customer Relations, Financial Analysis, Trouble Debt Restructure, Underwriting, Business Analysis, Cash Flow, Loan Structuring, Risk Management, Portfolio Management, Rehab Loans, Financial Structuring, Customer Service, Analysis, Banking, Business Development, Commercial Lending, Finance, Financial Risk, Financial Services, Management, Real Estate, Small Business Lending, Mortgage Lending, Credit Analysis, Asset Based Lending, Middle Market, Credit Risk, Lines Of Credit, Loan Origination, Cash Management, Relationship Management, SBA, Cash Flow Lending, Commercial Real Estate, Cross Selling, Deposits, Refinance
Education
California Lutheran University 2009 — 2011
MBA, Finance, General
California Polytechnic State University-San Luis Obispo 2002 — 2007
BS, Agri-Business, Concentration in Finance and Appraisal
Robert Louis Stevenson 1998 — 2002
Diploma, College Preparatory
American Savings Bank August 2012 - Present
The Private Bank of California July 2005 - August 2012
Mid-State Bank & Trust November 2001 - April 2004
First Federal Bank of California September 1997 - October 2001
Skills
CO-PA, Start-ups, Auditing, Banking, Cash Management, Risk Management, Asset Based Lending, Finance, Strategic Planning, Financial Modeling, Credit, Loans
Education
University of Chicago 1980 — 1982
MBA, Business, economics, accounting
Drake University 1974 — 1978
Bachelor of Science, Business Administration
Atascadero Glass Inc. July 2011 - January 2015
Heritage Oaks Bank October 2007 - July 2011
First Bank of San Luis Obispo October 2006 - August 2007
Mid-State Bank & Trust March 1999 - July 2006
First Federal Savings Bank of Youngstown August 1997 - March 1999
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Auditing, Financial Accounting, Finance, Accounts Receivable, Payroll
Education
Columbia International University 1992 — 1994
MA, Interculteral Studies
Youngstown State University 1986 — 1991
BS in BA, Accounting
Canfield High School 1982 — 1986
College Prep
Bank of America September 2005 - Present
Bank of the West March 1998 - August 2005
Mid-State Bank & Trust March 1997 - March 1998
Central Coast Farm Credit June 1992 - March 1997
Central Coast Farm Credit April 1988 - June 1992
North Coast Farm Credit September 1987 - March 1988
Skills
Credit, Credit Analysis, Banking, Commercial Banking, Loans
Education
Cal Poly San Luis Obispo 1984 — 1987
Bachelor of Science
French Hospital Medical Center November 2005 - Present
Mid-State Bank & Trust November 2002 - November 2005
Mid-State Bank & Trust November 2002 - November 2005
Sinsheimer, Schiebelhut & Baggett 1989 - 1997
Skills
SharePoint, Healthcare, Banking, Microsoft Excel, Executive Support, Leadership, Project Management, Process Improvement, Management, Concur, Multi Tasking, Microsoft Word, PowerPoint, Microsoft Publisher, Adobe Acrobat, iPad, Organization, Travel Arrangements, Customer Service
Education
California Polytechnic State University-San Luis Obispo 1987 — 1997
Bachelor's, Business Administration
Heritage Oaks Bank July 2015 - Present
Heritage Oaks Bank March 2013 - Present
National Notary Association March 2007 - Present
Brazil Properties November 2011 - March 2013
Wells Fargo Private Client Services November 2007 - June 2010
Mid-State Bank & Trust September 2005 - November 2006
Skills
Banking, Retail Banking, Home Equity Lines of..., Small Business Lending, Unsecured Loans, Residential Mortgages, Accounting, Office Administration, Corporations, Team-oriented, Loan Origination, Team Building, Financial Services, Marketing, Customer Service, Credit, Customer Service..., Typing, Organization, Property Management, Problem Solving, Financial Accounting, Home Equity Loans, Business Loans, LLC, Partnerships, Team Motivation, Account Management, Loans, Credit Analysis, Financial Analysis, Mortgage Lending, Management, Sales
Education
University of La Verne 2015 — 2019
Organizational Leadership
Allan Hancock College
General Studies
Fairfield County Bank March 2007 - Present
Fairfield County Bank October 2005 - March 2007
Mid-State Bank & Trust November 2003 - July 2005
Big Dog Sportswear June 2001 - November 2003
Skills
Customer Service, Microsoft Office, Microsoft Word, Mortgage Lending, Banking, Commercial Lending, Loans
Education
New England College of Business 2015 — 2017
Bachelor of Business Administration (B.B.A.)
Connecticut School of Finance & Management 2013 — 2015
Certificate
Claysburg-Kimmel School District March 2001 - Present
Chevy Chase Savings Bank, FSB July 1985 - January 1992
Mid-State Bank & Trust July 1982 - May 1985
Education
Wilkes University 2009 — 2012
Masters of Science, School Business Leadership
Penn State University 1978 — 1982
Bachelor's Degree, Accounting
Wilkes University
Atlas Performance Industries, Inc. 2005 - Present
Mid State Bank & Trust 2000 - 2005
Associates Financial Services 1997 - 2000
Interventional Therapeutics Corporation (ITC) 1993 - 1995
Skills
Construction, Budgets, Strategic Planning, New Business Development, Operations Management, Sales Management, Negotiation, Project Estimation, Team Building, Customer Service, Customer Retention, Human Resources, Committed to..., Business Development, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Business Administration and Management, General