San Diego Trust & Savings Bank
Description
The San Diego Trust and Savings Bank Building is an historic building in San Diego, in the U.S. state of California. It was listed on the National Register of Historic Places in 1999. In 1926, architect William Templeton Johnson was commissioned to design the building, and construction began in 1927. Opened: 1928 Function: Building NRHP Reference Number: 99001565 Location: San Diego, California, U.S Architect: William Templeton Johnson
San Diego Trust & Savings Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at San Diego Trust & Savings Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
San Diego Trust & Savings Bank Salaries. You can even request information on how much does San Diego Trust & Savings Bank pay if you want to. Learn about salaries, pros and cons of working for San Diego Trust & Savings Bank directly from the past employees.
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25 San Diego Trust & Savings Bank employees in database. Find out everything there's to know about San Diego Trust & Savings Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
San Diego Trust & Savings Bank Employees
Employee
Years
Job
Industry
Leanna Nalley, SPHR, SHRM-SCP Leanna Nalley, SPHR, SHRM-SCP's San Diego Trust & Savings Bank Experience 1988 - 1990
Job Human Resources Leader who grows top performers ensuring the highest quality workforce. Won Best Places to Work Awards.
Industry Hospital & Health Care
Experience
Texas Health Resources, Harris Methodist Hospital Southwest Fort Worth April 2011 - Present
North Vista Hospital March 2003 - April 2011
IASIS Healthcare March 2003 - April 2011
Excel Human Resource Development June 1999 - February 2003
Silver State Schools Credit Union November 1992 - June 1999
San Diego Diagnostic Radiology Medical Group February 1990 - October 1992
San Diego Trust & Savings Bank 1988 - 1990
Skills
Employee Relations, Human Resources, Recruiting, Organizational..., Deferred Compensation, New Hire Orientations, Executive Search, Coaching, HRIS, Succession Planning, Conflict Resolution, Talent Acquisition, FMLA, Employee Benefits, Applicant Tracking..., HR Consulting, Payroll, Sourcing, HR Policies, Labor Relations, Training, Employee Engagement, Internet Recruiting, Personnel Management, Process Improvement, Workforce Planning, Hospitals, Interviews, Policy, Employment Law, Onboarding, Change Management, Performance Management, Employee Training, Benefits Administration, Talent Management, Leadership Development, Budgets, Healthcare, Management, Program Management, Leadership, College Recruiting, Hiring, Temporary Placement, Organizational..., Job Descriptions, Staff Development, PeopleSoft, Team Building
Education
The University of New Mexico 1983 — 1986
Bachelor of Arts
Texas Health Resources, Harris Methodist Hospital Southwest Fort Worth April 2011 - Present
North Vista Hospital March 2003 - April 2011
IASIS Healthcare March 2003 - April 2011
Excel Human Resource Development June 1999 - February 2003
Silver State Schools Credit Union November 1992 - June 1999
San Diego Diagnostic Radiology Medical Group February 1990 - October 1992
San Diego Trust & Savings Bank 1988 - 1990
Skills
Employee Relations, Human Resources, Recruiting, Organizational..., Deferred Compensation, New Hire Orientations, Executive Search, Coaching, HRIS, Succession Planning, Conflict Resolution, Talent Acquisition, FMLA, Employee Benefits, Applicant Tracking..., HR Consulting, Payroll, Sourcing, HR Policies, Labor Relations, Training, Employee Engagement, Internet Recruiting, Personnel Management, Process Improvement, Workforce Planning, Hospitals, Interviews, Policy, Employment Law, Onboarding, Change Management, Performance Management, Employee Training, Benefits Administration, Talent Management, Leadership Development, Budgets, Healthcare, Management, Program Management, Leadership, College Recruiting, Hiring, Temporary Placement, Organizational..., Job Descriptions, Staff Development, PeopleSoft, Team Building
Education
The University of New Mexico 1983 — 1986
Bachelor of Arts
Jay Robinson-Duff III CFA Jay Robinson-Duff III CFA's San Diego Trust & Savings Bank Experience April 1982 - May 1987
Job Vice President at First American Trust, FSB
Industry Investment Management
Experience
First American Trust, FSB July 2015 - Present
Mundoval Capital Management, Inc October 2013 - February 2015
VALARA CAPITAL MANAGEMENT LLC March 2011 - September 2013
Fidelity Capital Markets February 2009 - January 2011
Byram Capital Management LLC September 2005 - January 2009
Russell Investment Group September 1996 - September 2005
Leland O'Brien Rubinstein Associates, Incorporated July 1990 - September 1996
First Imperial Advisors, Inc May 1987 - July 1990
San Diego Trust & Savings Bank April 1982 - May 1987
Skills
Equities, Fixed Income, Portfolio Management, Electronic Trading, Equity Trading, Investments, Investment Management, Series 63, Series 7, Trading Systems, Relationship Management, Equity Derivatives, Buy-side, Sales, Investment Strategies, Investment Advisory, Sell Side, Investment Portfolios, Management, Asset Management, Order Management, Settlement, Portfolio Managers, Marketing Strategy, Team Leadership, Back Office, Sales Process, Sales Presentations, Client Relationship..., EMS, Smart Order Routing, Short Sales, CFA, Team Management, Team Building, Teamwork, Self Starter, Customer Driven, TCA, Front to Back Office, Front Office, Relationship Marketing, Sales Management, Sales Operations, Sales Leads, Sales Plan, Order Management Systems, OMS, Equities Technology, Algorithms
Education
Bryant University
B.S., Business Administration
Millbrook
The Rectory School
First American Trust, FSB July 2015 - Present
Mundoval Capital Management, Inc October 2013 - February 2015
VALARA CAPITAL MANAGEMENT LLC March 2011 - September 2013
Fidelity Capital Markets February 2009 - January 2011
Byram Capital Management LLC September 2005 - January 2009
Russell Investment Group September 1996 - September 2005
Leland O'Brien Rubinstein Associates, Incorporated July 1990 - September 1996
First Imperial Advisors, Inc May 1987 - July 1990
San Diego Trust & Savings Bank April 1982 - May 1987
Skills
Equities, Fixed Income, Portfolio Management, Electronic Trading, Equity Trading, Investments, Investment Management, Series 63, Series 7, Trading Systems, Relationship Management, Equity Derivatives, Buy-side, Sales, Investment Strategies, Investment Advisory, Sell Side, Investment Portfolios, Management, Asset Management, Order Management, Settlement, Portfolio Managers, Marketing Strategy, Team Leadership, Back Office, Sales Process, Sales Presentations, Client Relationship..., EMS, Smart Order Routing, Short Sales, CFA, Team Management, Team Building, Teamwork, Self Starter, Customer Driven, TCA, Front to Back Office, Front Office, Relationship Marketing, Sales Management, Sales Operations, Sales Leads, Sales Plan, Order Management Systems, OMS, Equities Technology, Algorithms
Education
Bryant University
B.S., Business Administration
Millbrook
The Rectory School
Laurie (Lund) Hansen Laurie (Lund) Hansen's San Diego Trust & Savings Bank Experience 1986 - 1987
Job Consultant
Industry Health, Wellness and Fitness
Experience
M. A. Mortenson Company September 2008 - April 2012
Hansen Neuropsychiatric Clinic, P.A. 2006 - 2008
Heitman 2003 - 2006
Lang Nelson Associates Inc. 1998 - 2000
Honeywell 1989 - 1997
San Diego Trust & Savings Bank 1986 - 1987
University Club of San Diego 1983 - 1986
Oui Cater 1980 - 1983
Skills
Outlook, Administrative..., Microsoft Excel, Microsoft Office, Process Scheduler, Spreadsheets, PowerPoint, Lotus Notes, Coordination, Organizational..., Employee Relations, Newsletters, Time Management, Leadership, Office Management, Administration, Social Media, Training, Public Speaking, Budgets, Leadership Development, Nonprofits, Management, Strategic Planning, Administrative...
Education
Hamline University School of Law
University of Minnesota-Twin Cities
B.A., Art History, Theater
University of St. Thomas
Graduate Certificate in Public Relations, Business/Corporate Communications
M. A. Mortenson Company September 2008 - April 2012
Hansen Neuropsychiatric Clinic, P.A. 2006 - 2008
Heitman 2003 - 2006
Lang Nelson Associates Inc. 1998 - 2000
Honeywell 1989 - 1997
San Diego Trust & Savings Bank 1986 - 1987
University Club of San Diego 1983 - 1986
Oui Cater 1980 - 1983
Skills
Outlook, Administrative..., Microsoft Excel, Microsoft Office, Process Scheduler, Spreadsheets, PowerPoint, Lotus Notes, Coordination, Organizational..., Employee Relations, Newsletters, Time Management, Leadership, Office Management, Administration, Social Media, Training, Public Speaking, Budgets, Leadership Development, Nonprofits, Management, Strategic Planning, Administrative...
Education
Hamline University School of Law
University of Minnesota-Twin Cities
B.A., Art History, Theater
University of St. Thomas
Graduate Certificate in Public Relations, Business/Corporate Communications
DeAnna Martes, CIPM DeAnna Martes, CIPM's San Diego Trust & Savings Bank Experience September 1990 - February 1994
Job Vice President,Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors July 2005 - Present
Nicholas Applegate September 1998 - July 2005
Nicholas Applegate September 1996 - September 1998
Nicholas Applegate February 1995 - August 1996
Nicholas Applegate February 1994 - February 1995
San Diego Trust & Savings Bank September 1990 - February 1994
Skills
Mutual Funds, Asset Management, Investment Management, Bloomberg, Portfolio Management, Investments, Asset Managment, Alternative Investments, Equities, Fixed Income, Securities, Hedge Funds, Investment Strategies, Asset Allocation, Private Equity
Education
University of Redlands 1989 — 1991
Masters, Business Administration
San Diego State University-California State University 1986 — 1990
Allianz Global Investors July 2005 - Present
Nicholas Applegate September 1998 - July 2005
Nicholas Applegate September 1996 - September 1998
Nicholas Applegate February 1995 - August 1996
Nicholas Applegate February 1994 - February 1995
San Diego Trust & Savings Bank September 1990 - February 1994
Skills
Mutual Funds, Asset Management, Investment Management, Bloomberg, Portfolio Management, Investments, Asset Managment, Alternative Investments, Equities, Fixed Income, Securities, Hedge Funds, Investment Strategies, Asset Allocation, Private Equity
Education
University of Redlands 1989 — 1991
Masters, Business Administration
San Diego State University-California State University 1986 — 1990
Martha Way WAY2LIVE ........ Health & Fitness Network Martha Way WAY2LIVE ........ Health & Fitness Network's San Diego Trust & Savings Bank Experience 1986 - 1994
Job KANGEN WATER Specialist ENAGIC Inc
Industry Health, Wellness and Fitness
Experience
Enagic 2012 - Present
San Diego Trust & Savings Bank 1986 - 1994
Solar Turbines 1979 - 1985
Skills
Fitness, Nutrition, Holistic Health
Education
Syracuse University 1969 — 1973
Bachelor of Arts (B.A.), Experimental Psychology; Manager for Ski Club
UCSD 1981 — 1987
UCSD Extension Business Systems Certificate Program, Business Computer Systems & CPA Course, 4.0
Enagic 2012 - Present
San Diego Trust & Savings Bank 1986 - 1994
Solar Turbines 1979 - 1985
Skills
Fitness, Nutrition, Holistic Health
Education
Syracuse University 1969 — 1973
Bachelor of Arts (B.A.), Experimental Psychology; Manager for Ski Club
UCSD 1981 — 1987
UCSD Extension Business Systems Certificate Program, Business Computer Systems & CPA Course, 4.0
Steve DeLong Steve DeLong's San Diego Trust & Savings Bank Experience January 1989 - January 1994
Job SVP/Corporate Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust December 1999 - Present
Grossmont Bank, San Diego January 1996 - November 1999
First Interstate Bank February 1994 - December 1995
San Diego Trust & Savings Bank January 1989 - January 1994
Grossmont Bank January 1986 - December 1989
Skills
Real Estate, Commercial Banking, Commercial Lending, Loans, Banking, Asset Based Lending, Credit Analysis, Strategic Planning, Credit, Small Business Lending, New Business Development, Commercial Mortgages, Accounting, Sales Management, Portfolio Management
Education
Pacific Coast Bank School 2001 — 2003
Masters Level Certificate, Advanced Banking
San Diego State University-California State University 1982 — 1986
Bachelor of Science, Finance
California Bank & Trust December 1999 - Present
Grossmont Bank, San Diego January 1996 - November 1999
First Interstate Bank February 1994 - December 1995
San Diego Trust & Savings Bank January 1989 - January 1994
Grossmont Bank January 1986 - December 1989
Skills
Real Estate, Commercial Banking, Commercial Lending, Loans, Banking, Asset Based Lending, Credit Analysis, Strategic Planning, Credit, Small Business Lending, New Business Development, Commercial Mortgages, Accounting, Sales Management, Portfolio Management
Education
Pacific Coast Bank School 2001 — 2003
Masters Level Certificate, Advanced Banking
San Diego State University-California State University 1982 — 1986
Bachelor of Science, Finance
Jeffrey D. Stites Jeffrey D. Stites's San Diego Trust & Savings Bank Experience May 1990 - April 1994
Job Chief Operating Officer at Coseo Properties, Inc.
Industry Real Estate
Experience
Coseo Properties, Inc. July 2010 - Present
City National Bank November 1999 - May 2009
San Diego National Bank July 1997 - August 1999
Wells Fargo Bank April 1996 - July 1997
First Interstate Bank April 1994 - March 1996
San Diego Trust & Savings Bank May 1990 - April 1994
First National Bank May 1986 - May 1990
First Interstate Bank of California June 1981 - May 1986
Skills
Real Estate, Disposition, Loans, Asset Managment, Real Estate Economics, Investment Properties, Underwriting, Real Estate Transactions, Brokerage, Commercial Real Estate, Investments, Mortgage Lending, Banking, Real Estate Development, Commercial Banking
Education
University of California, Los Angeles 1974 — 1978
Bachelor’s Degree, Political Science
Menlo Atherton High School 1970 — 1973
Pacific Coast Banking School
Coseo Properties, Inc. July 2010 - Present
City National Bank November 1999 - May 2009
San Diego National Bank July 1997 - August 1999
Wells Fargo Bank April 1996 - July 1997
First Interstate Bank April 1994 - March 1996
San Diego Trust & Savings Bank May 1990 - April 1994
First National Bank May 1986 - May 1990
First Interstate Bank of California June 1981 - May 1986
Skills
Real Estate, Disposition, Loans, Asset Managment, Real Estate Economics, Investment Properties, Underwriting, Real Estate Transactions, Brokerage, Commercial Real Estate, Investments, Mortgage Lending, Banking, Real Estate Development, Commercial Banking
Education
University of California, Los Angeles 1974 — 1978
Bachelor’s Degree, Political Science
Menlo Atherton High School 1970 — 1973
Pacific Coast Banking School
Darlene Banogon Darlene Banogon's San Diego Trust & Savings Bank Experience 1978 - 1994
Job Executive Assistant to the President at North Island Credit Union
Industry Banking
Experience
Executive Women International September 2014 - Present
North Island Credit Union 1996 - Present
San Diego Trust & Savings Bank 1978 - 1994
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Non-profits, Administrative..., Public Speaking, Budgets, Travel Arrangements, Calendaring, Social Media, Project Planning, Calendars, Accounts Payable, High Level Of..., Confidentiality, Event Management, Expense Reports, Board of Director..., Credit, Event Planning, Meeting Planning, Strategic Planning, Leadership, Team Building, Volunteer Management, Community Outreach, Executive..., Meeting Scheduling, Newsletters, Banking, Board of Directors, Nonprofits, Office Management, Fundraising, System Administration, Time Management, Notary Public, Credit Unions, Executive Support, Data Entry, Administration, Administrative..., Records Management
Education
SD Community College 1974 — 1983
Coleman College 1973 — 1973
Secretarial
Executive Women International September 2014 - Present
North Island Credit Union 1996 - Present
San Diego Trust & Savings Bank 1978 - 1994
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Non-profits, Administrative..., Public Speaking, Budgets, Travel Arrangements, Calendaring, Social Media, Project Planning, Calendars, Accounts Payable, High Level Of..., Confidentiality, Event Management, Expense Reports, Board of Director..., Credit, Event Planning, Meeting Planning, Strategic Planning, Leadership, Team Building, Volunteer Management, Community Outreach, Executive..., Meeting Scheduling, Newsletters, Banking, Board of Directors, Nonprofits, Office Management, Fundraising, System Administration, Time Management, Notary Public, Credit Unions, Executive Support, Data Entry, Administration, Administrative..., Records Management
Education
SD Community College 1974 — 1983
Coleman College 1973 — 1973
Secretarial
Janet Wiens Janet Wiens's San Diego Trust & Savings Bank Experience April 1988 - August 1994
Job Experienced Compliance Manager, Project Manager and Process/Operational Analyst
Industry Banking
Experience
Zions Bancorporation 2013 - Present
Bridgepoint Education January 2012 - July 2013
Agua Caliente Band of Cahuilla Indians February 2006 - April 2011
Canyon National Bank April 2002 - February 2006
First Consumers National Bank March 1998 - May 2000
Wells Fargo Bank March 1995 - January 1997
San Diego Trust & Savings Bank April 1988 - August 1994
Bank of America July 1979 - April 1988
Skills
Hospitality, Casino, Project Management, Auditing, Technical Writing, AML, Gaming Industry, Financial Analysis, Process Improvement, Management, Compliance, Customer Service, Budgets, Team Building, Project Planning, Training, Employee Relations, Recruiting, Payroll
Education
CSU Sacramento
Bachelor of Science, Business Administration
Zions Bancorporation 2013 - Present
Bridgepoint Education January 2012 - July 2013
Agua Caliente Band of Cahuilla Indians February 2006 - April 2011
Canyon National Bank April 2002 - February 2006
First Consumers National Bank March 1998 - May 2000
Wells Fargo Bank March 1995 - January 1997
San Diego Trust & Savings Bank April 1988 - August 1994
Bank of America July 1979 - April 1988
Skills
Hospitality, Casino, Project Management, Auditing, Technical Writing, AML, Gaming Industry, Financial Analysis, Process Improvement, Management, Compliance, Customer Service, Budgets, Team Building, Project Planning, Training, Employee Relations, Recruiting, Payroll
Education
CSU Sacramento
Bachelor of Science, Business Administration
Pat Waters Pat Waters's San Diego Trust & Savings Bank Experience 1989 - 1993
Job Education Specialist
Industry Professional Training & Coaching
Experience
Corelation, Inc. August 2012 - Present
California Coast Credit Union April 2007 - July 2012
New Century Mortgage/Home123 1999 - 2007
Advanta Finance 1994 - 1999
San Diego Trust & Savings Bank 1989 - 1993
Skills
Coaching, Mortgage Lending, Banking, Training, Training Delivery, Risk Management, Loans, Team Building, Motivation, Writing, Management, Organizational..., Loan Servicing, Instructional Design, Leadership, Sales, Project Management, Staff Development, Leadership Development, Performance Management, Employee Training, Process Improvement, Team Leadership, Marketing, Customer Service, Vendor Management, Strategic Planning, Change Management, Analysis, Project Planning, Budgets, Finance, Employee Relations, Program Management, Business Development, Needs Analysis, ADDIE, Instructor-led Training, Workshop Facilitation, Onboarding, Succession Planning, Organizational..., Operations Management, Employee Engagement, Blended Learning, Executive Management, Learning Management..., Organizational Learning, Learning Management, Career Development
Education
Simpson College 1966 — 1970
BA, Secondary Ed, Spanish
University of Iowa
English Teaching Certificate, Secondary Education and Teaching
Corelation, Inc. August 2012 - Present
California Coast Credit Union April 2007 - July 2012
New Century Mortgage/Home123 1999 - 2007
Advanta Finance 1994 - 1999
San Diego Trust & Savings Bank 1989 - 1993
Skills
Coaching, Mortgage Lending, Banking, Training, Training Delivery, Risk Management, Loans, Team Building, Motivation, Writing, Management, Organizational..., Loan Servicing, Instructional Design, Leadership, Sales, Project Management, Staff Development, Leadership Development, Performance Management, Employee Training, Process Improvement, Team Leadership, Marketing, Customer Service, Vendor Management, Strategic Planning, Change Management, Analysis, Project Planning, Budgets, Finance, Employee Relations, Program Management, Business Development, Needs Analysis, ADDIE, Instructor-led Training, Workshop Facilitation, Onboarding, Succession Planning, Organizational..., Operations Management, Employee Engagement, Blended Learning, Executive Management, Learning Management..., Organizational Learning, Learning Management, Career Development
Education
Simpson College 1966 — 1970
BA, Secondary Ed, Spanish
University of Iowa
English Teaching Certificate, Secondary Education and Teaching
Mark J. Lee Mark J. Lee's San Diego Trust & Savings Bank Experience 1990 - 1996
Job SVP at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 1996 - Present
San Diego Trust & Savings Bank 1990 - 1996
Skills
Portfolio Management, Real Estate, Financial Analysis, Term Loans, Commercial Banking, Commercial Mortgages, Loans, Credit, Management, Small Business Lending, Banking, Business Development, Asset Management, Mortgage Lending, Corporate Finance, Business Planning, Investment Properties, Mergers & Acquisitions, Finance
Education
San Diego State University-California State University 1981 — 1985
California Bank & Trust April 1996 - Present
San Diego Trust & Savings Bank 1990 - 1996
Skills
Portfolio Management, Real Estate, Financial Analysis, Term Loans, Commercial Banking, Commercial Mortgages, Loans, Credit, Management, Small Business Lending, Banking, Business Development, Asset Management, Mortgage Lending, Corporate Finance, Business Planning, Investment Properties, Mergers & Acquisitions, Finance
Education
San Diego State University-California State University 1981 — 1985
Kimberly Major Delaney Kimberly Major Delaney's San Diego Trust & Savings Bank Experience February 1989 - November 1992
Job Experienced Freelance Writer and Kidney/Dialysis Patient Advocate
Industry Writing and Editing
Experience
Dialysis Patient Citizens 2005 - Present
Drain Chamber of Commerce January 2008 - August 2009
Drain Enterprise July 2008 - May 2009
The NephCure Foundation 2003 - 2008
Mission Federal Credit Union November 1992 - November 2002
San Diego African American Writers & Artists 1990 - 1995
San Diego Trust & Savings Bank February 1989 - November 1992
Security Pacific Housing Services September 1987 - February 1989
Imperial Valley Press (Brawley News) July 1986 - November 1986
Skills
Public Relations, Public Speaking, Non-profits, Community Outreach, Press Releases, Newsletters, Editing, Social Media, Journalism, Copy Editing, Research, Event Planning, News Writing, Creative Writing, Volunteer Management, Newspaper, Publicity, Community Development, Publishing, Social Media Marketing, Internal Communications, Copywriting, Facebook, Event Management, Marketing Communications, Nonprofits, Program Development, Corporate Communications, Speech Writing, Social Networking, Political Campaigns, Marketing, Strategic Communications, Interviews, Grassroots Organizing, Leadership, Proofreading, Policy, Government, Crisis Communications, Proposal Writing, Publications, Editorial, Content Development, AP Style, Public Policy, Newspapers, Feature Articles, Public Affairs, Freelance Writing
Education
California State University-Fullerton 1981 — 1986
B.A., Journalism
Madison High 1979 — 1981
High School diploma
Bell Junior High School
Dialysis Patient Citizens 2005 - Present
Drain Chamber of Commerce January 2008 - August 2009
Drain Enterprise July 2008 - May 2009
The NephCure Foundation 2003 - 2008
Mission Federal Credit Union November 1992 - November 2002
San Diego African American Writers & Artists 1990 - 1995
San Diego Trust & Savings Bank February 1989 - November 1992
Security Pacific Housing Services September 1987 - February 1989
Imperial Valley Press (Brawley News) July 1986 - November 1986
Skills
Public Relations, Public Speaking, Non-profits, Community Outreach, Press Releases, Newsletters, Editing, Social Media, Journalism, Copy Editing, Research, Event Planning, News Writing, Creative Writing, Volunteer Management, Newspaper, Publicity, Community Development, Publishing, Social Media Marketing, Internal Communications, Copywriting, Facebook, Event Management, Marketing Communications, Nonprofits, Program Development, Corporate Communications, Speech Writing, Social Networking, Political Campaigns, Marketing, Strategic Communications, Interviews, Grassroots Organizing, Leadership, Proofreading, Policy, Government, Crisis Communications, Proposal Writing, Publications, Editorial, Content Development, AP Style, Public Policy, Newspapers, Feature Articles, Public Affairs, Freelance Writing
Education
California State University-Fullerton 1981 — 1986
B.A., Journalism
Madison High 1979 — 1981
High School diploma
Bell Junior High School
Greg Etter's San Diego Trust & Savings Bank Experience 1984 - 1994
Job Chief Financial Officer at Atomic Investments, Inc.
Industry Real Estate
Experience
Atomic Investments, Inc. October 1999 - Present
Comerica Bank 1998 - 1999
Pacific Commerce Bank 1997 - 1998
First Interstate Bank 1994 - 1996
San Diego Trust & Savings Bank 1984 - 1994
Education
San Diego State University-California State University 1982 — 1992
Business Administration, Finance
Atomic Investments, Inc. October 1999 - Present
Comerica Bank 1998 - 1999
Pacific Commerce Bank 1997 - 1998
First Interstate Bank 1994 - 1996
San Diego Trust & Savings Bank 1984 - 1994
Education
San Diego State University-California State University 1982 — 1992
Business Administration, Finance
Beverly Sligh Beverly Sligh's San Diego Trust & Savings Bank Experience October 1988 - 1990
Job California Public Utilities Commission
Industry Utilities
Experience
State of California 1990 - Present
The Links, Incorporated 2010 - 2014
US Navy Reserve 1990 - 2006
San Diego Trust & Savings Bank October 1988 - 1990
U.S. Department of the Treasury 1985 - 1988
U.S. Navy August 1980 - August 1985
CNA Insurance Company September 1978 - July 1980
Skills
Financial Accounting, Accounting, Auditing, Business Analysis, Strategic Planning, Managerial Finance, Payroll, Data Analysis, PowerPoint, Financial Analysis, Analysis, Financial Reporting, Project Management, Project Planning, Policy, Leadership, Team Building, Budgets, Process Improvement, GAAP, Government
Education
University of Phoenix 2010 — 2014
MBA, Business Administration, Management and Operations, 3.3
National University 1984 — 1985
Certificate, Accounting
Jackson State University 1974 — 1978
B.S., Business Management
State of California 1990 - Present
The Links, Incorporated 2010 - 2014
US Navy Reserve 1990 - 2006
San Diego Trust & Savings Bank October 1988 - 1990
U.S. Department of the Treasury 1985 - 1988
U.S. Navy August 1980 - August 1985
CNA Insurance Company September 1978 - July 1980
Skills
Financial Accounting, Accounting, Auditing, Business Analysis, Strategic Planning, Managerial Finance, Payroll, Data Analysis, PowerPoint, Financial Analysis, Analysis, Financial Reporting, Project Management, Project Planning, Policy, Leadership, Team Building, Budgets, Process Improvement, GAAP, Government
Education
University of Phoenix 2010 — 2014
MBA, Business Administration, Management and Operations, 3.3
National University 1984 — 1985
Certificate, Accounting
Jackson State University 1974 — 1978
B.S., Business Management
Dan Harmer's San Diego Trust & Savings Bank Experience June 1967 - April 1977
Job Flags by Dan
Industry Retail
Experience
Flags by Dan February 2008 - Present
Coast Car Covers April 1974 - September 2006
San Diego Trust & Savings Bank June 1967 - April 1977
Skills
Sales, Customer Service, Project Management, Strategic Planning, Management, Process Improvement, Retirement, Negotiation, Public Speaking, Sales Management, Team Building, Sellers, Social Media, New Business Development, Entrepreneurship
Education
Loma Linda University 1957 — 1959
Flags by Dan February 2008 - Present
Coast Car Covers April 1974 - September 2006
San Diego Trust & Savings Bank June 1967 - April 1977
Skills
Sales, Customer Service, Project Management, Strategic Planning, Management, Process Improvement, Retirement, Negotiation, Public Speaking, Sales Management, Team Building, Sellers, Social Media, New Business Development, Entrepreneurship
Education
Loma Linda University 1957 — 1959
Tom Guest's San Diego Trust & Savings Bank Experience 1988 - 1994
Job Senior Business Process Analyst at AmeriGas Propane
Industry Information Technology and Services
Experience
AmeriGas Propane 1998 - Present
Cubic 1997 - 1998
San Diego Unified School District 1996 - 1997
American Water 1995 - 1996
San Diego Trust & Savings Bank 1988 - 1994
Skills
SAP FI-AR, SAP FI/CO Configuration, ABAP, Business Analysis, Accounting, Application Lifecycle..., IT Audit, Systems Analysis, Programming, Team Leadership, Software Project..., Software Development, ERP, Business Process..., SAP, Process Improvement, Change Management, Project Management, Integration, Analysis, Management, Program Management, Business Process, Cross-functional Team...
Education
Golden Gate University 2005 — 2007
M.Acct., Accounting
University of San Diego 1992 — 1994
MBA, Business Administration
University of California, Riverside 1982 — 1985
BS, Computer Science
AmeriGas Propane 1998 - Present
Cubic 1997 - 1998
San Diego Unified School District 1996 - 1997
American Water 1995 - 1996
San Diego Trust & Savings Bank 1988 - 1994
Skills
SAP FI-AR, SAP FI/CO Configuration, ABAP, Business Analysis, Accounting, Application Lifecycle..., IT Audit, Systems Analysis, Programming, Team Leadership, Software Project..., Software Development, ERP, Business Process..., SAP, Process Improvement, Change Management, Project Management, Integration, Analysis, Management, Program Management, Business Process, Cross-functional Team...
Education
Golden Gate University 2005 — 2007
M.Acct., Accounting
University of San Diego 1992 — 1994
MBA, Business Administration
University of California, Riverside 1982 — 1985
BS, Computer Science
Lynn Do's San Diego Trust & Savings Bank Experience February 1979 - April 1994
Job Executive Assistant and Administrative Coordinator at UC San Diego
Industry Higher Education
Experience
UC San Diego January 1997 - Present
Union Bank of California September 1994 - December 1996
San Diego Trust & Savings Bank February 1979 - April 1994
Skills
Executive Assistant, Administrative..., Microsoft Office, Event Planning, Higher Education, Worldox Document..., UCSD Blink Tools
Education
Baker College of Muskegon 1977 — 1978
Associate's Degree, Business Administration and Management, General
San Diego Mesa College
Legal Office Procedures
UC San Diego January 1997 - Present
Union Bank of California September 1994 - December 1996
San Diego Trust & Savings Bank February 1979 - April 1994
Skills
Executive Assistant, Administrative..., Microsoft Office, Event Planning, Higher Education, Worldox Document..., UCSD Blink Tools
Education
Baker College of Muskegon 1977 — 1978
Associate's Degree, Business Administration and Management, General
San Diego Mesa College
Legal Office Procedures
Tara McDowd's San Diego Trust & Savings Bank Experience 1985 - 1994
Job Clerk at Office of the Chapter 13 Trustee
Industry Legal Services
Experience
Office of the Chapter 13 Trustee January 2009 - Present
Exeter 1031 Exchange Services, LLC July 2006 - August 2008
TransUnion Exchange June 2005 - June 2006
California Coast Credit Union March 2002 - May 2005
The Chicago Trust Company of California December 1999 - March 2002
Resources Trust Company October 1994 - June 1999
San Diego Trust & Savings Bank 1985 - 1994
Skills
Microsoft Office, Salesforce.com, Courts, ECF, 10 Key, 1031 Exchanges, Customer Service, Compliance, Bankruptcy, Legal Assistance, PowerPoint, Legal Research
Education
University of San Diego 2012 — 2012
Certificate, Paralegal Studies, Honors
San Diego Miramar College 2010 — 2011
Paralegal Studies, 4.0
San Diego Community College 1986 — 1989
n/a, Liberal Arts and Sciences, General Studies and Humanities, 4.0
Otero Junior College 1982 — 1984
Office of the Chapter 13 Trustee January 2009 - Present
Exeter 1031 Exchange Services, LLC July 2006 - August 2008
TransUnion Exchange June 2005 - June 2006
California Coast Credit Union March 2002 - May 2005
The Chicago Trust Company of California December 1999 - March 2002
Resources Trust Company October 1994 - June 1999
San Diego Trust & Savings Bank 1985 - 1994
Skills
Microsoft Office, Salesforce.com, Courts, ECF, 10 Key, 1031 Exchanges, Customer Service, Compliance, Bankruptcy, Legal Assistance, PowerPoint, Legal Research
Education
University of San Diego 2012 — 2012
Certificate, Paralegal Studies, Honors
San Diego Miramar College 2010 — 2011
Paralegal Studies, 4.0
San Diego Community College 1986 — 1989
n/a, Liberal Arts and Sciences, General Studies and Humanities, 4.0
Otero Junior College 1982 — 1984
Bob Plunkett's San Diego Trust & Savings Bank Experience October 1979 - May 1994
Job CEO, Advanced Network, Inc.
Industry Banking
Experience
ANI Advanced Network, Inc. May 1994 - Present
North Island Credit Union April 2012 - Present
San Diego Trust & Savings Bank October 1979 - May 1994
San Diego Trust & Savings Bank August 1971 - May 1994
Skills
Debit Cards, Banking, Internet Banking, Payment Systems, Cash Management, Sales Management, Call Centers, Credit, Executive Management, Payments, Sales, Retail Banking, ATM networks, Credit Cards, Account Management, Relationship Management, Risk Management, Financial Services, Electronic Payments, Loans, Leadership, Credit Unions, Finance, ATMs, Transaction Processing, Cards, Payment Card Processing, Mobile Payments
Education
Southern Methodist University 1989 — 1992
Banking
ANI Advanced Network, Inc. May 1994 - Present
North Island Credit Union April 2012 - Present
San Diego Trust & Savings Bank October 1979 - May 1994
San Diego Trust & Savings Bank August 1971 - May 1994
Skills
Debit Cards, Banking, Internet Banking, Payment Systems, Cash Management, Sales Management, Call Centers, Credit, Executive Management, Payments, Sales, Retail Banking, ATM networks, Credit Cards, Account Management, Relationship Management, Risk Management, Financial Services, Electronic Payments, Loans, Leadership, Credit Unions, Finance, ATMs, Transaction Processing, Cards, Payment Card Processing, Mobile Payments
Education
Southern Methodist University 1989 — 1992
Banking
Steve Mater's San Diego Trust & Savings Bank Experience 1979 - 1994
Job Audit Manager at North Island Credit Union
Industry Banking
Experience
North Island Credit Union March 2004 - September 2014
San Diego Zoological Society March 1999 - December 2003
San Diego County Credit Union September 1994 - February 1999
San Diego Trust & Savings Bank 1979 - 1994
Skills
Accounting, Auditing, Banking, Internal Audit, Time Management, Process Improvement, Management, Risk Management, Credit, Budgets, Financial Analysis, Strategic Planning, Loans
Education
Ferris State University 1967 — 1971
Bachlors of Science, Accounting
North Island Credit Union March 2004 - September 2014
San Diego Zoological Society March 1999 - December 2003
San Diego County Credit Union September 1994 - February 1999
San Diego Trust & Savings Bank 1979 - 1994
Skills
Accounting, Auditing, Banking, Internal Audit, Time Management, Process Improvement, Management, Risk Management, Credit, Budgets, Financial Analysis, Strategic Planning, Loans
Education
Ferris State University 1967 — 1971
Bachlors of Science, Accounting
Tracy Condie's San Diego Trust & Savings Bank Experience October 1993 - February 1995
Job Program Coordinator
Industry Sports
Experience
The Club at Flowers Plantation June 2014 - Present
Tastefully Simple January 2010 - Present
Johnston County Board Of Edu October 2005 - June 2014
Chambless, Math, and Moore November 1996 - July 1998
One To One Consultations June 1990 - December 1995
Point Loma Federal Credit Union March 1995 - September 1995
San Diego Trust & Savings Bank October 1993 - February 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, Public Speaking, Editing, Leadership, Event Planning, Management, Team Building
Education
University of California, Irvine 1991 — 1992
Bachelor’s Degree, Pre-Law Studies
The Club at Flowers Plantation June 2014 - Present
Tastefully Simple January 2010 - Present
Johnston County Board Of Edu October 2005 - June 2014
Chambless, Math, and Moore November 1996 - July 1998
One To One Consultations June 1990 - December 1995
Point Loma Federal Credit Union March 1995 - September 1995
San Diego Trust & Savings Bank October 1993 - February 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, Public Speaking, Editing, Leadership, Event Planning, Management, Team Building
Education
University of California, Irvine 1991 — 1992
Bachelor’s Degree, Pre-Law Studies
Shannon Griepsma's San Diego Trust & Savings Bank Experience July 1984 - March 1994
Job Finance Director at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 1994 - Present
Golden Eagle Insurance August 1994 - Present
San Diego Trust & Savings Bank July 1984 - March 1994
Education
San Diego State University-California State University 1988 — 1992
BS, Management
Liberty Mutual Insurance August 1994 - Present
Golden Eagle Insurance August 1994 - Present
San Diego Trust & Savings Bank July 1984 - March 1994
Education
San Diego State University-California State University 1988 — 1992
BS, Management
Leslie Lawrence's San Diego Trust & Savings Bank Experience 1984 - 1992
Job
Industry Consumer Goods
Experience
Market America, Inc. September 2012 - Present
Market America, Inc. October 2007 - September 2012
Market America, Inc. March 2000 - October 2007
University of California San Diego Graduate School of International Relations 1992 - 1997
San Diego Trust & Savings Bank 1984 - 1992
Skills
Product Management, Team Building, Online Marketing, Online Advertising, Product Marketing, Email Marketing, Sales, Market Planning, Management, Web Analytics, Digital Marketing, Customer Service, Strategic Partnerships, Social Networking
Education
University of California - San Diego
University of Phoenix
Bachelor of Science, Business Administration - concentration in Marketing
Market America, Inc. September 2012 - Present
Market America, Inc. October 2007 - September 2012
Market America, Inc. March 2000 - October 2007
University of California San Diego Graduate School of International Relations 1992 - 1997
San Diego Trust & Savings Bank 1984 - 1992
Skills
Product Management, Team Building, Online Marketing, Online Advertising, Product Marketing, Email Marketing, Sales, Market Planning, Management, Web Analytics, Digital Marketing, Customer Service, Strategic Partnerships, Social Networking
Education
University of California - San Diego
University of Phoenix
Bachelor of Science, Business Administration - concentration in Marketing
Lynn Do's San Diego Trust & Savings Bank Experience April 1980 - April 1994
Job Executive Assistant at UC San Diego
Industry Higher Education
Experience
UC San Diego January 1997 - Present
Union Bank of California September 1994 - December 1996
San Diego Trust & Savings Bank April 1980 - April 1994
Skills
Organized, Efficient, Outgoing, Team Oriented, People-oriented, Attention To Detail, Document Management, Coordinating Events, Microsoft Office, Word, Outlook, Excel, Quicken, Eudora, WordPerfect, Worldox, Microsoft Excel, Microsoft Word, Team-oriented, Time Management
Education
Baker College of Muskegon 1977 — 1979
Associate of Arts (AA), Office Administration
Oakridge High School 1973 — 1977
Diploma, Majors: Business and English
UC San Diego January 1997 - Present
Union Bank of California September 1994 - December 1996
San Diego Trust & Savings Bank April 1980 - April 1994
Skills
Organized, Efficient, Outgoing, Team Oriented, People-oriented, Attention To Detail, Document Management, Coordinating Events, Microsoft Office, Word, Outlook, Excel, Quicken, Eudora, WordPerfect, Worldox, Microsoft Excel, Microsoft Word, Team-oriented, Time Management
Education
Baker College of Muskegon 1977 — 1979
Associate of Arts (AA), Office Administration
Oakridge High School 1973 — 1977
Diploma, Majors: Business and English