Santa Barbara Bank & Trust
Industry: Bank
DescriptionPacific Capital Bancorp was a bank headquartered in Santa Barbara, California. It had 47 branches, all of which were in Southern California. It operated under the name Santa Barbara Bank & Trust. The company also operated Morton Capital Management and R.E. Wacker Associates, investment advisory firms. Headquarters: Santa Barbara, CA Founded: March 17, 1960 Number of employees: 1,029 (2011) Ceased operations: December 1, 2012 Subsidiary: Pacific Capital Bank, N.A. Key people: Gerald J. Ford, Carl B. Webb
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Santa Barbara Bank & Trust Employees
Employee
Years
Job
Industry
Matt Coy Matt Coy's Santa Barbara Bank & Trust Experience January 1996 - May 1999
Job Credit Card & Cash Handling Coordinator at UC Santa Barbara
Industry Banking
Experience
UC Santa Barbara April 2015 - Present
Montecito Bank & Trust September 2009 - October 2014
Coy Consulting Group August 2001 - August 2009
Fundtech Corporation May 1999 - July 2001
Santa Barbara Bank & Trust January 1996 - May 1999
Access Computers & Cellular August 1993 - November 1995
US Navy January 1991 - June 1993
Skills
Banking, Social Media, Marketing, Retail Banking, Strategic Planning, Email Marketing, Management, Digital Strategy, Social Media Marketing, Business Development, New Business Development, Marketing Strategy, Marketing Communications, Market Research, Strategy, Risk Management, Sales, Leadership
Education
Excelsior College
BS, Business
UC Santa Barbara April 2015 - Present
Montecito Bank & Trust September 2009 - October 2014
Coy Consulting Group August 2001 - August 2009
Fundtech Corporation May 1999 - July 2001
Santa Barbara Bank & Trust January 1996 - May 1999
Access Computers & Cellular August 1993 - November 1995
US Navy January 1991 - June 1993
Skills
Banking, Social Media, Marketing, Retail Banking, Strategic Planning, Email Marketing, Management, Digital Strategy, Social Media Marketing, Business Development, New Business Development, Marketing Strategy, Marketing Communications, Market Research, Strategy, Risk Management, Sales, Leadership
Education
Excelsior College
BS, Business
Jacob Lozano Jacob Lozano's Santa Barbara Bank & Trust Experience March 2005 - July 2006
Job Sales Associate
Industry Retail
Experience
Staples August 2014 - Present
The MENTOR Network August 2010 - March 2012
WellPoint December 2006 - November 2009
Santa Barbara Bank & Trust March 2005 - July 2006
Citi April 2003 - October 2004
Wells Fargo September 2000 - April 2003
Skills
Branch Banking, Call Center, Knowledge of Criminal..., 10 and 5 key typing, Microsoft Office..., Mental Health, Hospitals, Data Entry, Team Building, Banking, Microsoft Word, PowerPoint, Customer-focused Service, Management
Education
ITT Technical Institute-Oxnard 2010 — 2012
Associate's degree, Criminal Justice, 3.33
Ventura College 2000 — 2005
Associate of Science (A.S.), Psychology, 3.0
Ventura High School 1996 — 2000
H.S. Diploma, General Education, 3.0
Staples August 2014 - Present
The MENTOR Network August 2010 - March 2012
WellPoint December 2006 - November 2009
Santa Barbara Bank & Trust March 2005 - July 2006
Citi April 2003 - October 2004
Wells Fargo September 2000 - April 2003
Skills
Branch Banking, Call Center, Knowledge of Criminal..., 10 and 5 key typing, Microsoft Office..., Mental Health, Hospitals, Data Entry, Team Building, Banking, Microsoft Word, PowerPoint, Customer-focused Service, Management
Education
ITT Technical Institute-Oxnard 2010 — 2012
Associate's degree, Criminal Justice, 3.33
Ventura College 2000 — 2005
Associate of Science (A.S.), Psychology, 3.0
Ventura High School 1996 — 2000
H.S. Diploma, General Education, 3.0
Patrick Park Patrick Park's Santa Barbara Bank & Trust Experience March 2001 - March 2004
Job Market Analyst at GAS Technologies, Inc.
Industry Farming
Experience
GAS Technologies, Inc. October 2010 - Present
Prudential Financial June 2012 - March 2013
The Guardian Life Insurance Company of America April 2011 - May 2012
Sun Life Financial March 2008 - June 2009
Morgan Stanley Wealth Management June 2004 - February 2008
Santa Barbara Bank & Trust March 2001 - March 2004
Skills
Operational Efficiency, Cost Efficiency, Energy Efficiency..., Account Management, Public Relations, Marketing, Green Technology, Green Living, Variable Annuities, Social Networking, Direct Marketing, Finance, Email Marketing, Entrepreneurship, Life Insurance, Solar Energy, Management, Marketing Strategy, Social Media, Social Media Marketing, Event Management, Investments, Leadership, Project Management, Public Speaking, Strategic Planning
Education
San Francisco State University 1997 — 1999
Bachelor of Science (B.S.), Business Administration, Marketing
Santa Barbara City College 1996 — 1997
Associate of Arts (A.A.), Economics
GAS Technologies, Inc. October 2010 - Present
Prudential Financial June 2012 - March 2013
The Guardian Life Insurance Company of America April 2011 - May 2012
Sun Life Financial March 2008 - June 2009
Morgan Stanley Wealth Management June 2004 - February 2008
Santa Barbara Bank & Trust March 2001 - March 2004
Skills
Operational Efficiency, Cost Efficiency, Energy Efficiency..., Account Management, Public Relations, Marketing, Green Technology, Green Living, Variable Annuities, Social Networking, Direct Marketing, Finance, Email Marketing, Entrepreneurship, Life Insurance, Solar Energy, Management, Marketing Strategy, Social Media, Social Media Marketing, Event Management, Investments, Leadership, Project Management, Public Speaking, Strategic Planning
Education
San Francisco State University 1997 — 1999
Bachelor of Science (B.S.), Business Administration, Marketing
Santa Barbara City College 1996 — 1997
Associate of Arts (A.A.), Economics
Robin Serritslev Robin Serritslev's Santa Barbara Bank & Trust Experience May 2005 - June 2007
Job Owner at Central Coast Grant Writing & Bookkeeping and Executive Director of the SYV Therapeutic Riding Program
Industry Nonprofit Organization Management
Experience
Santa Ynez Valley Therapeutic Riding Program October 2010 - Present
Central Coast Grant Writing & Bookkeeping November 2007 - Present
Santa Barbara Bank & Trust May 2005 - June 2007
Santa Barbara Bank and Trust 2002 - 2005
Skills
Nonprofits, Fundraising, Community Outreach, Volunteer Management, Budgets, Portfolio Management, Management, Event Management, Grants, Grant Writing, Program Development, Marketing, Leadership, Strategic Planning, Program Management, Human Resources, Social Media Marketing, Small Business, Finance, Banking, Data Analysis, Financial Analysis, Event Planning, Microsoft Office, Team Building, Loans, Accounting, Sales, Credit Risk, QuickBooks, Commercial Banking, Moody's Financial..., Bookkeeping, Yardi Voyager
Education
California Polytechnic State University-San Luis Obispo 1998 — 2001
Bachelor's degree, Agribusiness/Agricultural Business Operations
Santa Ynez Valley Therapeutic Riding Program October 2010 - Present
Central Coast Grant Writing & Bookkeeping November 2007 - Present
Santa Barbara Bank & Trust May 2005 - June 2007
Santa Barbara Bank and Trust 2002 - 2005
Skills
Nonprofits, Fundraising, Community Outreach, Volunteer Management, Budgets, Portfolio Management, Management, Event Management, Grants, Grant Writing, Program Development, Marketing, Leadership, Strategic Planning, Program Management, Human Resources, Social Media Marketing, Small Business, Finance, Banking, Data Analysis, Financial Analysis, Event Planning, Microsoft Office, Team Building, Loans, Accounting, Sales, Credit Risk, QuickBooks, Commercial Banking, Moody's Financial..., Bookkeeping, Yardi Voyager
Education
California Polytechnic State University-San Luis Obispo 1998 — 2001
Bachelor's degree, Agribusiness/Agricultural Business Operations
Francisco Campos, AIF®'s Santa Barbara Bank & Trust Experience 2007 - 2009
Job Sr. Business Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2013 - Present
LPL Financial January 2010 - 2012
Santa Barbara Bank & Trust 2007 - 2009
Skills
Series 7, Securities, Financial Services, Investments, Relationship Management, Series 63, Marketing Communications, Electronic Trading, Trade Finance, Employee Engagement, Risk Management, Series 65, Recruiting, Strategic Planning, Salesforce Training, Volunteering, CRM, Sales Presentations, Leadership, Social Networking, Social Media Marketing, Electronic Signatures, Model Portfolios, Portfolio Management, Financial Reporting, Public Speaking, Business Development, Salesforce.com, Training, Consulting, Marketing Strategy, Management, Retirement Planning
Education
San Diego State University-California State University
Communication and Media Studies
LPL Financial January 2013 - Present
LPL Financial January 2010 - 2012
Santa Barbara Bank & Trust 2007 - 2009
Skills
Series 7, Securities, Financial Services, Investments, Relationship Management, Series 63, Marketing Communications, Electronic Trading, Trade Finance, Employee Engagement, Risk Management, Series 65, Recruiting, Strategic Planning, Salesforce Training, Volunteering, CRM, Sales Presentations, Leadership, Social Networking, Social Media Marketing, Electronic Signatures, Model Portfolios, Portfolio Management, Financial Reporting, Public Speaking, Business Development, Salesforce.com, Training, Consulting, Marketing Strategy, Management, Retirement Planning
Education
San Diego State University-California State University
Communication and Media Studies
Scott N Wilson's Santa Barbara Bank & Trust Experience November 1985 - July 1987
Job President at Scott N Wilson MBA CPA AAC
Industry Accounting
Experience
Scott N Wilson MBA CPA AAC January 2007 - Present
Santa Barbara Bank & Trust November 1985 - July 1987
Computer & Communications Technology Corp. August 1977 - November 1985
Skills
Tax Preparation, Tax Returns, Income Tax, Estate Tax Planning, Estate Planning, Tax, Financial Reporting, S Corporations, Tax Accounting, Nonprofits, LLC, Finance, IRS, Corporate Tax, Accounting, Strategic Financial..., Financial Accounting
Education
Golden Gate University 1974 — 1978
Master of Business Administration (M.B.A.), Taxation
Golden Gate University 1974 — 1978
Master of Business Administration (M.B.A.), Taxation, 3.9
California State University Northridge 1965 — 1968
Bachelor of Science Business Administration, Accounting, 3.5
Scott N Wilson MBA CPA AAC January 2007 - Present
Santa Barbara Bank & Trust November 1985 - July 1987
Computer & Communications Technology Corp. August 1977 - November 1985
Skills
Tax Preparation, Tax Returns, Income Tax, Estate Tax Planning, Estate Planning, Tax, Financial Reporting, S Corporations, Tax Accounting, Nonprofits, LLC, Finance, IRS, Corporate Tax, Accounting, Strategic Financial..., Financial Accounting
Education
Golden Gate University 1974 — 1978
Master of Business Administration (M.B.A.), Taxation
Golden Gate University 1974 — 1978
Master of Business Administration (M.B.A.), Taxation, 3.9
California State University Northridge 1965 — 1968
Bachelor of Science Business Administration, Accounting, 3.5
Linda (Trejo) Madrigal-Nix Linda (Trejo) Madrigal-Nix's Santa Barbara Bank & Trust Experience 2002 - 2012
Job Sr. Relationship Banker at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Santa Barbara Bank & Trust 2002 - 2012
Great Western Bank 1992 - March 2002
Skills
Banking, Customer Service, Retail Banking, Credit, New Business Development, Commercial Banking, Commercial Lending, Team Leadership, Small Business Lending, Employee Training, Customer Retention, Consumer Lending, Credit Analysis, Coaching, Leadership, Notary Public, Retail, Training, Teamwork, Troubleshooting, friendship, caring, Follow-through Skills, Client Follow-up, Flexible Schedule, Home Equity Lines of..., Loans
Education
Santa Barbara City College 1982 — 1984
Santa Barbara High School 1979 — 1982
Union Bank December 2012 - Present
Santa Barbara Bank & Trust 2002 - 2012
Great Western Bank 1992 - March 2002
Skills
Banking, Customer Service, Retail Banking, Credit, New Business Development, Commercial Banking, Commercial Lending, Team Leadership, Small Business Lending, Employee Training, Customer Retention, Consumer Lending, Credit Analysis, Coaching, Leadership, Notary Public, Retail, Training, Teamwork, Troubleshooting, friendship, caring, Follow-through Skills, Client Follow-up, Flexible Schedule, Home Equity Lines of..., Loans
Education
Santa Barbara City College 1982 — 1984
Santa Barbara High School 1979 — 1982
Peter Sterling Peter Sterling's Santa Barbara Bank & Trust Experience September 2004 - June 2011
Job Vice President / Commercial Banker Relationship Manager
Industry Banking
Experience
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
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
Tyrone Ward's Santa Barbara Bank & Trust Experience June 2008 - November 2010
Job Business Loan Consultant / Minor League Football Team Owner
Industry Banking
Experience
Self July 2015 - Present
Salinas Valley Spartans June 2013 - Present
NA February 2015 - May 2015
Rabobank June 2011 - 2015
Salinas Valley Food & Wine Festival 2010 - 2015
Salinas Valley Food & Wine Festival 2010 - 2015
Santa Barbara Bank & Trust June 2008 - November 2010
Skills
Banking, Commercial Banking, Commercial Lending, Cash Management, Retail Banking, Sales, Sales Management, Team Leadership, Business Development, Volunteering, Project Management, Board of Directors, Sports, Sports Marketing, Personal Training, Management, Coaching, Retail Sales, Spreadsheets, Microsoft Word, Wordperfect, Microsoft Excel, Google Docs, HotDocs, Telecommunications, Multi Tasking, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Deposits, Credit, Private Banking, SBA, Marketing, Event Management, Customer Service, Public Speaking, Social Media
Education
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelor of Science (BS), Psychology/Business
Hartnell College 1998 — 2000
Associate of Arts (AA), General Studies
Self July 2015 - Present
Salinas Valley Spartans June 2013 - Present
NA February 2015 - May 2015
Rabobank June 2011 - 2015
Salinas Valley Food & Wine Festival 2010 - 2015
Salinas Valley Food & Wine Festival 2010 - 2015
Santa Barbara Bank & Trust June 2008 - November 2010
Skills
Banking, Commercial Banking, Commercial Lending, Cash Management, Retail Banking, Sales, Sales Management, Team Leadership, Business Development, Volunteering, Project Management, Board of Directors, Sports, Sports Marketing, Personal Training, Management, Coaching, Retail Sales, Spreadsheets, Microsoft Word, Wordperfect, Microsoft Excel, Google Docs, HotDocs, Telecommunications, Multi Tasking, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Deposits, Credit, Private Banking, SBA, Marketing, Event Management, Customer Service, Public Speaking, Social Media
Education
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelor of Science (BS), Psychology/Business
Hartnell College 1998 — 2000
Associate of Arts (AA), General Studies
Gayle Hudgens Gayle Hudgens's Santa Barbara Bank & Trust Experience 1998 - 2011
Job Professional
Industry Arts and Crafts
Experience
Michaels Stores, Inc. October 2013 - Present
Founders Community Bank July 2012 - April 2013
Santa Barbara Bank & Trust 1998 - 2011
First Bank of San Luis Obispo 1998 - 2011
Westamerica Bank May 1983 - January 1998
Skills
Customer Service, Money Handling, Quickbooks, Phone Etiquette, Banking, QuickBooks, Credit, Cash Management, Loans, Money
Education
California Polytechnic State University-San Luis Obispo 1979 — 1981
Bachelor's degree, Natural Resources/Conservation, General
Santa Monica College 1975 — 1978
Liberal Art degree, Liberal Arts and Sciences/Liberal Studies
Michaels Stores, Inc. October 2013 - Present
Founders Community Bank July 2012 - April 2013
Santa Barbara Bank & Trust 1998 - 2011
First Bank of San Luis Obispo 1998 - 2011
Westamerica Bank May 1983 - January 1998
Skills
Customer Service, Money Handling, Quickbooks, Phone Etiquette, Banking, QuickBooks, Credit, Cash Management, Loans, Money
Education
California Polytechnic State University-San Luis Obispo 1979 — 1981
Bachelor's degree, Natural Resources/Conservation, General
Santa Monica College 1975 — 1978
Liberal Art degree, Liberal Arts and Sciences/Liberal Studies
Steven Kinnan Steven Kinnan's Santa Barbara Bank & Trust Experience April 2008 - April 2013
Job IT Compliance Manager at Green Dot Corporation
Industry Financial Services
Experience
Green Dot Corporation September 2013 - Present
Santa Barbara Bank & Trust April 2008 - April 2013
Countrywide Home Loans 2004 - 2008
Countrywide Home Loans 2003 - 2004
Countrywide Home Loans 1998 - 2003
Home Savings of America 1997 - 1998
California Federal Bank; Home Savings of America May 1983 - 1998
Skills
SOX, Compliance, Risk Management, Risk Assessment, Sarbanes-Oxley Act, Leadership, Financial Risk, Auditing, Information Security, Information Security..., Information Security..., Information Security..., IT Compliance, Technology Governance, Information Technology, Policy, Risk, Audit, IT Audit, Banking, GLBA, PCI Standards, Vendor Audit, Security, Process Improvement, IT Risk Management, Business Process, Software Documentation, CISSP, Internal Controls, Analysis, CISA, Vulnerability Management, Sarbanes-Oxley, Management, COBIT, Business Continuity, Disaster Recovery, Security Policy, PCI DSS, Enterprise Risk..., CISM, SAS70, ISO 27001, Intrusion Detection, Business Continuity..., Security Awareness, Computer Security, Application Security, Security Architecture...
Education
Nova Southeastern University 1989 — 1991
Master of Business Administration (MBA)
Western State Colorado University 1977 — 1982
BA
Green Dot Corporation September 2013 - Present
Santa Barbara Bank & Trust April 2008 - April 2013
Countrywide Home Loans 2004 - 2008
Countrywide Home Loans 2003 - 2004
Countrywide Home Loans 1998 - 2003
Home Savings of America 1997 - 1998
California Federal Bank; Home Savings of America May 1983 - 1998
Skills
SOX, Compliance, Risk Management, Risk Assessment, Sarbanes-Oxley Act, Leadership, Financial Risk, Auditing, Information Security, Information Security..., Information Security..., Information Security..., IT Compliance, Technology Governance, Information Technology, Policy, Risk, Audit, IT Audit, Banking, GLBA, PCI Standards, Vendor Audit, Security, Process Improvement, IT Risk Management, Business Process, Software Documentation, CISSP, Internal Controls, Analysis, CISA, Vulnerability Management, Sarbanes-Oxley, Management, COBIT, Business Continuity, Disaster Recovery, Security Policy, PCI DSS, Enterprise Risk..., CISM, SAS70, ISO 27001, Intrusion Detection, Business Continuity..., Security Awareness, Computer Security, Application Security, Security Architecture...
Education
Nova Southeastern University 1989 — 1991
Master of Business Administration (MBA)
Western State Colorado University 1977 — 1982
BA
Eric Sheffield Eric Sheffield's Santa Barbara Bank & Trust Experience April 2005 - December 2006
Job Looking to continue my career with a focus on customer service and optimization
Industry Writing and Editing
Experience
Real Appeal July 2015 - Present
National Monitor December 2014 - Present
YBLTV December 2014 - Present
Peekaboo Photo Booth November 2014 - Present
Bank of America June 2011 - May 2014
Wireless Plus Verizon Premium Retailer January 2011 - June 2011
Santa Barbara Bank & Trust April 2005 - December 2006
Dolphin Shirt Company April 2004 - April 2005
Skills
Banking, Loans, Mortgage Lending, Commercial Lending, Credit Analysis, Consumer Lending, Commercial Banking, Financial Risk, Call Centers, Payments, Customer Satisfaction, Credit, Credit Risk, Mortgage Banking, Retail Banking, Loan Origination, Credit Cards, Portfolio Management, Risk Management, Underwriting, Financial Analysis, Refinance, FHA, Loan Servicing, Mortgage Servicing, Loss Mitigation, Financial Services, Finance, Internet Banking, Customer Service, Freelance Writing, Photography, Digital Photography, Creative Writing, Writing, Feature Articles, Social Media
Education
University of California, Davis 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature/Letters
Santa Barbara City College 2003 — 2006
G, English Language and Literature, General
Real Appeal July 2015 - Present
National Monitor December 2014 - Present
YBLTV December 2014 - Present
Peekaboo Photo Booth November 2014 - Present
Bank of America June 2011 - May 2014
Wireless Plus Verizon Premium Retailer January 2011 - June 2011
Santa Barbara Bank & Trust April 2005 - December 2006
Dolphin Shirt Company April 2004 - April 2005
Skills
Banking, Loans, Mortgage Lending, Commercial Lending, Credit Analysis, Consumer Lending, Commercial Banking, Financial Risk, Call Centers, Payments, Customer Satisfaction, Credit, Credit Risk, Mortgage Banking, Retail Banking, Loan Origination, Credit Cards, Portfolio Management, Risk Management, Underwriting, Financial Analysis, Refinance, FHA, Loan Servicing, Mortgage Servicing, Loss Mitigation, Financial Services, Finance, Internet Banking, Customer Service, Freelance Writing, Photography, Digital Photography, Creative Writing, Writing, Feature Articles, Social Media
Education
University of California, Davis 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature/Letters
Santa Barbara City College 2003 — 2006
G, English Language and Literature, General
Louie Reyes's Santa Barbara Bank & Trust Experience July 2007 - November 2010
Job Seminarian at Archdiocese of Los Angeles
Industry Religious Institutions
Experience
Archdiocese of Los Angeles August 2012 - Present
United States Naval Sea Cadets October 2008 - Present
Heritage Oaks Bank May 2014 - August 2014
Heritage Oaks Bank November 2010 - August 2012
St. Mark's University Parish February 2010 - May 2011
Heritage Oaks Bank 2010 - 2011
Santa Barbara Bank & Trust July 2007 - November 2010
Santa Barbara Bank & Trust July 2007 - November 2010
Skills
Leading Retreats, Customer Service, Public Speaking, PowerPoint, Sales, Microsoft Office, Fundraising, Leadership, Event Planning, Nonprofits, Research, Social Media, Teaching, Team Building, Community Outreach, Leadership Development
Education
St. John's Seminary 2015 — 2020
Master of Theology
California State University-Dominguez Hills 2012 — 2015
Bachelor of Arts (B.A.), Philosophy
El Camino College-Compton Center 2012 — 2013
General Education
Santa Barbara City College 2007 — 2011
Hartnell College 2004 — 2007
Psychology
Archdiocese of Los Angeles August 2012 - Present
United States Naval Sea Cadets October 2008 - Present
Heritage Oaks Bank May 2014 - August 2014
Heritage Oaks Bank November 2010 - August 2012
St. Mark's University Parish February 2010 - May 2011
Heritage Oaks Bank 2010 - 2011
Santa Barbara Bank & Trust July 2007 - November 2010
Santa Barbara Bank & Trust July 2007 - November 2010
Skills
Leading Retreats, Customer Service, Public Speaking, PowerPoint, Sales, Microsoft Office, Fundraising, Leadership, Event Planning, Nonprofits, Research, Social Media, Teaching, Team Building, Community Outreach, Leadership Development
Education
St. John's Seminary 2015 — 2020
Master of Theology
California State University-Dominguez Hills 2012 — 2015
Bachelor of Arts (B.A.), Philosophy
El Camino College-Compton Center 2012 — 2013
General Education
Santa Barbara City College 2007 — 2011
Hartnell College 2004 — 2007
Psychology
Jade Garnet Jade Garnet's Santa Barbara Bank & Trust Experience July 2012 - April 2013
Job Math and Web Design Teacher at Palos Verdes Peninsula High School
Industry Higher Education
Experience
Palos Verdes Peninsula High School August 2014 - Present
Palos Verdes Peninsula Unified School District November 2013 - August 2014
Union Bank April 2013 - October 2013
Santa Barbara Bank & Trust July 2012 - April 2013
Lodi Unified School District September 2010 - May 2012
Shared Solutions June 2005 - August 2010
Mount St. Mary's College August 2006 - December 2008
GameStop June 2007 - August 2007
Coco's Restaurant & Bakery June 2005 - August 2005
Skills
PowerPoint, Dreamweaver, CSS, Microsoft Excel, Illustrator, Windows, Teaching, Microsoft Word, Photoshop, Web Design, Mathematics, HTML, Programming, C++, Microsoft Office, Troubleshooting, Leadership, Classroom Management, Curriculum Development, Substitute Teaching
Education
California State University-Northridge 2009 — 2010
Credential, Education (Secondary Mathematics)
Mount Saint Mary's University 2005 — 2009
B.A., Mathematics, Computer Information Science
Palos Verdes Peninsula High School August 2014 - Present
Palos Verdes Peninsula Unified School District November 2013 - August 2014
Union Bank April 2013 - October 2013
Santa Barbara Bank & Trust July 2012 - April 2013
Lodi Unified School District September 2010 - May 2012
Shared Solutions June 2005 - August 2010
Mount St. Mary's College August 2006 - December 2008
GameStop June 2007 - August 2007
Coco's Restaurant & Bakery June 2005 - August 2005
Skills
PowerPoint, Dreamweaver, CSS, Microsoft Excel, Illustrator, Windows, Teaching, Microsoft Word, Photoshop, Web Design, Mathematics, HTML, Programming, C++, Microsoft Office, Troubleshooting, Leadership, Classroom Management, Curriculum Development, Substitute Teaching
Education
California State University-Northridge 2009 — 2010
Credential, Education (Secondary Mathematics)
Mount Saint Mary's University 2005 — 2009
B.A., Mathematics, Computer Information Science
Phil Sloan Phil Sloan's Santa Barbara Bank & Trust Experience January 2007 - January 2008
Job Student at Cal Poly Pomona
Industry Computer Software
Experience
Cal Poly Pomona January 2014 - Present
Freelance; Self-employed. Stay at home parent. April 2009 - Present
Santa Barbara Bank & Trust January 2007 - January 2008
Partnervest Financial Group, LLC May 2006 - November 2007
Skills
Project Management, Visual Studio, Unity3D, CSS, HTML, Java, C,..., Business Process..., Disaster Recovery, Customer Service, Training, Leadership, Strategic Planning, C#, Coaching, Team Building, Change Management, Management, Microsoft Office, Team Leadership, Public Speaking, Leadership Development, Microsoft Excel, Project Planning, Cloth Diapering, WordPress, Data Structures, Github, Xcode
Education
California State Polytechnic University-Pomona 2014 — 2016
Bachelor's Degree, Computer Science
University of California, Santa Barbara 2005 — 2007
Princeton Day School 1996 — 1999
High School
Cal Poly Pomona January 2014 - Present
Freelance; Self-employed. Stay at home parent. April 2009 - Present
Santa Barbara Bank & Trust January 2007 - January 2008
Partnervest Financial Group, LLC May 2006 - November 2007
Skills
Project Management, Visual Studio, Unity3D, CSS, HTML, Java, C,..., Business Process..., Disaster Recovery, Customer Service, Training, Leadership, Strategic Planning, C#, Coaching, Team Building, Change Management, Management, Microsoft Office, Team Leadership, Public Speaking, Leadership Development, Microsoft Excel, Project Planning, Cloth Diapering, WordPress, Data Structures, Github, Xcode
Education
California State Polytechnic University-Pomona 2014 — 2016
Bachelor's Degree, Computer Science
University of California, Santa Barbara 2005 — 2007
Princeton Day School 1996 — 1999
High School
Darrell Juanero Darrell Juanero's Santa Barbara Bank & Trust Experience February 2009 - January 2010
Job Real Estate Broker Associate at Berkshire Hathaway HomeServices
Industry Real Estate
Experience
Berkshire Hathaway HomeServices September 2011 - Present
Santa Barbara Bank & Trust February 2009 - January 2010
Bank of America January 2006 - April 2008
Skills
Marketing, Contract Negotiation, Telephone Skills, Note Taking, Direct Mail, Email Marketing, Social Media Marketing, Direct Sales, Filing, Contact Management, Customer Satisfaction
Education
California State Polytechnic University-Pomona 2000 — 2006
Bachelor of Business Administration (BBA), Finance
Oxnard High School 1996 — 1999
HS Diploma
Berkshire Hathaway HomeServices September 2011 - Present
Santa Barbara Bank & Trust February 2009 - January 2010
Bank of America January 2006 - April 2008
Skills
Marketing, Contract Negotiation, Telephone Skills, Note Taking, Direct Mail, Email Marketing, Social Media Marketing, Direct Sales, Filing, Contact Management, Customer Satisfaction
Education
California State Polytechnic University-Pomona 2000 — 2006
Bachelor of Business Administration (BBA), Finance
Oxnard High School 1996 — 1999
HS Diploma
Rachel Paquin's Santa Barbara Bank & Trust Experience 2002 - 2003
Job SAGAFTRA Actress, CA Licensed Realtor, Tutor
Industry Entertainment
Experience
SJP Realty October 2012 - Present
SAG-AFTRA 2002 - Present
Century 21 Town & Country 2008 - 2012
Fisker Automotive 2011 - 2011
Clear Channel Outdoor 2003 - 2007
Santa Barbara Bank & Trust 2002 - 2003
Santa Barbara Market Neutral Fund 2000 - 2002
Merrill Lynch 1997 - 1999
Skills
Portfolio Management, Finance, Business Development, Investments, Hedge Funds, Sales, Investor Relations, Real Estate, Bloomberg, Entrepreneurship, Commercial Real Estate, Comedy, Event Planning, Improvisation, Social Media, Voice Acting
Education
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (BA), Economics & Film Studies
Dana Hills
St. Margaret's Espiscopal School
SJP Realty October 2012 - Present
SAG-AFTRA 2002 - Present
Century 21 Town & Country 2008 - 2012
Fisker Automotive 2011 - 2011
Clear Channel Outdoor 2003 - 2007
Santa Barbara Bank & Trust 2002 - 2003
Santa Barbara Market Neutral Fund 2000 - 2002
Merrill Lynch 1997 - 1999
Skills
Portfolio Management, Finance, Business Development, Investments, Hedge Funds, Sales, Investor Relations, Real Estate, Bloomberg, Entrepreneurship, Commercial Real Estate, Comedy, Event Planning, Improvisation, Social Media, Voice Acting
Education
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (BA), Economics & Film Studies
Dana Hills
St. Margaret's Espiscopal School
Scott Blough Scott Blough's Santa Barbara Bank & Trust Experience August 2011 - December 2012
Job Relationship Manager at American Business Bank
Industry Banking
Experience
American Business Bank March 2015 - Present
Simi Valley Unified School District November 2014 - Present
Community West Bank December 2012 - March 2015
Simi Valley Sunrise Rotary Cajun and Blues Festival July 2013 - June 2014
Simi Valley Police Foundation July 2011 - June 2013
Santa Barbara Bank & Trust August 2011 - December 2012
Scott Wilk For Assembly January 2012 - November 2012
National Bank of California November 2007 - August 2011
Simi Valley Police Foundation July 2007 - June 2011
California Oaks State Bank October 2004 - November 2007
Skills
Banking, Credit, Commercial Lending, Loans, Commercial Real Estate, Small Business Lending, Commercial Banking, Politics, Political Campaigns, Educational Leadership, Fundraising, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Underwriting, Loan Origination, Cash Management, Consumer Lending, Portfolio Management, Credit Analysis, Retail Banking, Cross Selling, Private Banking, Small Business, Refinance, Credit Risk, Investments, Relationship Management, Mortgage Banking, Investment Properties, Financial Analysis, Treasury Management, Insurance, Real Estate, Sales, SBA, Financial Structuring, Wealth Management, Risk Management, Residential Mortgages, Finance, Financial Risk, Direct Lender
Education
The George Washington University 2010 — 2012
Graduate School of Political Management
California Banker's Association 2007 — 2007
Graduate Commercial Lending School
California Banker's Association 2006 — 2006
Commercial Lending School
California Lutheran University 2001 — 2005
Masters Public Policy & Administration
University of Arizona 1998 — 2000
Bachelor of Arts, History/Political Science
American Business Bank March 2015 - Present
Simi Valley Unified School District November 2014 - Present
Community West Bank December 2012 - March 2015
Simi Valley Sunrise Rotary Cajun and Blues Festival July 2013 - June 2014
Simi Valley Police Foundation July 2011 - June 2013
Santa Barbara Bank & Trust August 2011 - December 2012
Scott Wilk For Assembly January 2012 - November 2012
National Bank of California November 2007 - August 2011
Simi Valley Police Foundation July 2007 - June 2011
California Oaks State Bank October 2004 - November 2007
Skills
Banking, Credit, Commercial Lending, Loans, Commercial Real Estate, Small Business Lending, Commercial Banking, Politics, Political Campaigns, Educational Leadership, Fundraising, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Underwriting, Loan Origination, Cash Management, Consumer Lending, Portfolio Management, Credit Analysis, Retail Banking, Cross Selling, Private Banking, Small Business, Refinance, Credit Risk, Investments, Relationship Management, Mortgage Banking, Investment Properties, Financial Analysis, Treasury Management, Insurance, Real Estate, Sales, SBA, Financial Structuring, Wealth Management, Risk Management, Residential Mortgages, Finance, Financial Risk, Direct Lender
Education
The George Washington University 2010 — 2012
Graduate School of Political Management
California Banker's Association 2007 — 2007
Graduate Commercial Lending School
California Banker's Association 2006 — 2006
Commercial Lending School
California Lutheran University 2001 — 2005
Masters Public Policy & Administration
University of Arizona 1998 — 2000
Bachelor of Arts, History/Political Science
Brian Kerstiens Brian Kerstiens's Santa Barbara Bank & Trust Experience January 2010 - December 2012
Job Private Client Investment Analyst at City National Bank
Industry Banking
Experience
City National Bank February 2015 - Present
Union Bank March 2014 - February 2015
Union Bank December 2012 - March 2014
Santa Barbara Bank & Trust January 2010 - December 2012
Santa Barbara Bank & Trust December 2007 - January 2010
Santa Barbara Bank & Trust June 2007 - December 2007
Skills
Wealth Management, High Net Worth..., Trust Services, Trusts, Wealth Management..., Securities, Investment Advisory, Relationship Management, Asset Management
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning and Services
Cannon Financial Institute 2011 — 2012
Personal Trust School
California Lutheran University 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Barbara City College 2003 — 2005
Business Administration and Management, General
City National Bank February 2015 - Present
Union Bank March 2014 - February 2015
Union Bank December 2012 - March 2014
Santa Barbara Bank & Trust January 2010 - December 2012
Santa Barbara Bank & Trust December 2007 - January 2010
Santa Barbara Bank & Trust June 2007 - December 2007
Skills
Wealth Management, High Net Worth..., Trust Services, Trusts, Wealth Management..., Securities, Investment Advisory, Relationship Management, Asset Management
Education
California Lutheran University 2013 — 2015
Master of Business Administration (M.B.A.), Financial Planning and Services
Cannon Financial Institute 2011 — 2012
Personal Trust School
California Lutheran University 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Santa Barbara City College 2003 — 2005
Business Administration and Management, General
Venus Baron Kirksey Venus Baron Kirksey's Santa Barbara Bank & Trust Experience June 2007 - June 2010
Job Operations Manager
Industry Hospital & Health Care
Experience
RadNet,inc May 2011 - Present
Santa Barbara Bank & Trust June 2007 - June 2010
Pacific Capital Bank June 2007 - June 2010
Rotary Club of Camarillo 2009 - 2009
Camarillo Chamber of Commerce 2008 - 2009
Pacific Capital Bancorp 2007 - 2008
Pleasant Holidays January 2004 - June 2006
Wells Fargo Bank 2002 - 2005
Great Western Bank 1995 - 1997
Skills
Medical Practice..., Business Development, Commercial Lending, Commercial Banking, Finance, Leadership, Management, Credit, Banking, Loans, Underwriting, Mortgage Lending, Financial Services, Credit Analysis, Financial Analysis, Relationship Management, Portfolio Management, Sales Management, Investments, Asset Management, Wealth Management, Sales, Due Diligence, Strategic Financial..., Risk Management, Credit Risk, Retail Banking, Mergers & Acquisitions, Negotiation, Treasury Management, Business Strategy, Insurance, Executive Management, Process Improvement, Cash Management, Healthcare Management, P&L Budget Management, Operational Efficiency, Physician Relations, HIPAA, Expense Management, Practice Management, Cost Efficiency, Employee Management
Education
California State University, Fresno
BA, Telecommunications
Mclane
Mother Seton Regional
RadNet,inc May 2011 - Present
Santa Barbara Bank & Trust June 2007 - June 2010
Pacific Capital Bank June 2007 - June 2010
Rotary Club of Camarillo 2009 - 2009
Camarillo Chamber of Commerce 2008 - 2009
Pacific Capital Bancorp 2007 - 2008
Pleasant Holidays January 2004 - June 2006
Wells Fargo Bank 2002 - 2005
Great Western Bank 1995 - 1997
Skills
Medical Practice..., Business Development, Commercial Lending, Commercial Banking, Finance, Leadership, Management, Credit, Banking, Loans, Underwriting, Mortgage Lending, Financial Services, Credit Analysis, Financial Analysis, Relationship Management, Portfolio Management, Sales Management, Investments, Asset Management, Wealth Management, Sales, Due Diligence, Strategic Financial..., Risk Management, Credit Risk, Retail Banking, Mergers & Acquisitions, Negotiation, Treasury Management, Business Strategy, Insurance, Executive Management, Process Improvement, Cash Management, Healthcare Management, P&L Budget Management, Operational Efficiency, Physician Relations, HIPAA, Expense Management, Practice Management, Cost Efficiency, Employee Management
Education
California State University, Fresno
BA, Telecommunications
Mclane
Mother Seton Regional
Scott Curtis Scott Curtis's Santa Barbara Bank & Trust Experience May 2011 - March 2013
Job Group Finance Officer
Industry Banking
Experience
Mechanics Bank June 2015 - Present
Santa Barbara Bank & Trust May 2011 - March 2013
Doral Bank September 2006 - August 2007
Citibank April 1994 - September 2006
Skills
Loans, Retail Banking, Financial Modeling, Corporate Finance, Strategic Financial..., Mortgage Lending, Investments, Risk Management, Valuation, Finance, Capital Markets, Treasury Management, Mergers & Acquisitions, Financial Services, Accounting, Due Diligence, Strategic Planning, Business Strategy, Customer Service, Analysis, Portfolio Management
Education
Florida State University
BS, Finance & Economics
University of North Texas
MBA - Finance
Mechanics Bank June 2015 - Present
Santa Barbara Bank & Trust May 2011 - March 2013
Doral Bank September 2006 - August 2007
Citibank April 1994 - September 2006
Skills
Loans, Retail Banking, Financial Modeling, Corporate Finance, Strategic Financial..., Mortgage Lending, Investments, Risk Management, Valuation, Finance, Capital Markets, Treasury Management, Mergers & Acquisitions, Financial Services, Accounting, Due Diligence, Strategic Planning, Business Strategy, Customer Service, Analysis, Portfolio Management
Education
Florida State University
BS, Finance & Economics
University of North Texas
MBA - Finance
Alex Tzoumas, CIA, CISA, CFE, CRMA Alex Tzoumas, CIA, CISA, CFE, CRMA's Santa Barbara Bank & Trust Experience July 1989 - December 1994
Job Audit Executive at Inogen Inc.
Industry Executive Office
Experience
Inogen Inc. August 2014 - Present
NTS Corp, Dot Hill, San Francisco State, etc. September 2011 - July 2014
Deckers Outdoor Corporation August 2005 - August 2011
California State University March 2002 - July 2005
University of Colorado July 1997 - March 2002
Humana Healthcare January 1995 - March 1997
Santa Barbara Bank & Trust July 1989 - December 1994
R.H. Ritchey CPA June 1985 - June 1989
Skills
Certified Internal..., Certified Information..., Certified Fraud Examiner, Certification in Risk..., SOX, Internal Audit, Enterprise Risk..., Internal Controls, COSO, Compliance, Financial Reporting, Fraud Investigations, IT Audit, Compliance Audits, Audit, Risk Assessment, Retail, Accounting, Process Improvement, Auditing, Corporate Governance, Assurance, Financial Control, SEC reporting, GAAP, Fraud, Risk Management, Forensic Accounting, Operational Risk..., US GAAP, Compliance Management, Risk, Manufacturing, Mergers, Governance, Financial Accounting, ERP, Risk Mitigation, Due Diligence, Financial Analysis, Business Process..., Budgeting, IT Governance, Strategic Planning, Sarbanes-Oxley Act, Tax, Executive Management, Change Management, SOX 404
Education
Golden Gate University 1988 — 1990
MBA, International Business, 4.0
East Carolina University
Bachelor's degree, Accounting, 3.76
Inogen Inc. August 2014 - Present
NTS Corp, Dot Hill, San Francisco State, etc. September 2011 - July 2014
Deckers Outdoor Corporation August 2005 - August 2011
California State University March 2002 - July 2005
University of Colorado July 1997 - March 2002
Humana Healthcare January 1995 - March 1997
Santa Barbara Bank & Trust July 1989 - December 1994
R.H. Ritchey CPA June 1985 - June 1989
Skills
Certified Internal..., Certified Information..., Certified Fraud Examiner, Certification in Risk..., SOX, Internal Audit, Enterprise Risk..., Internal Controls, COSO, Compliance, Financial Reporting, Fraud Investigations, IT Audit, Compliance Audits, Audit, Risk Assessment, Retail, Accounting, Process Improvement, Auditing, Corporate Governance, Assurance, Financial Control, SEC reporting, GAAP, Fraud, Risk Management, Forensic Accounting, Operational Risk..., US GAAP, Compliance Management, Risk, Manufacturing, Mergers, Governance, Financial Accounting, ERP, Risk Mitigation, Due Diligence, Financial Analysis, Business Process..., Budgeting, IT Governance, Strategic Planning, Sarbanes-Oxley Act, Tax, Executive Management, Change Management, SOX 404
Education
Golden Gate University 1988 — 1990
MBA, International Business, 4.0
East Carolina University
Bachelor's degree, Accounting, 3.76
Don McMahon Don McMahon's Santa Barbara Bank & Trust Experience 1993 - 2001
Job Mortgage Sales Executive
Industry Financial Services
Experience
Opes Advisors January 2015 - June 2015
Old Capital June 2014 - October 2014
Wells Fargo June 2012 - June 2014
McMahon Group August 2003 - April 2010
Santa Barbara Bank & Trust 1993 - 2001
Skills
Automotive, Sales Management, Negotiation, Customer Relations, New Business Development, Team Building, Account Management, Online Marketing, Business Strategy, Vehicles, Online Advertising, Advertising, B2B, Budgets, Business Development, Business Planning, Coaching, Contract Negotiation, Customer Retention, Customer Service, Entrepreneurship, Investment Properties, Lead Generation, Loans, Management, Management Consulting, Marketing, Marketing Strategy, Mortgage Lending, Real Estate, Real Estate Financing, Retail, Sales, Sales Process, Selling, Small Business, Social Media Marketing, Social Networking, Start-ups, Strategic Planning, Strategy, Leadership, Commercial Real Estate, Financial Services, Investors, Investments, Credit, Residential Homes, Banking
Education
Santa Barbara City College 1978 — 1979
San Marcos 1975 — 1977
Opes Advisors January 2015 - June 2015
Old Capital June 2014 - October 2014
Wells Fargo June 2012 - June 2014
McMahon Group August 2003 - April 2010
Santa Barbara Bank & Trust 1993 - 2001
Skills
Automotive, Sales Management, Negotiation, Customer Relations, New Business Development, Team Building, Account Management, Online Marketing, Business Strategy, Vehicles, Online Advertising, Advertising, B2B, Budgets, Business Development, Business Planning, Coaching, Contract Negotiation, Customer Retention, Customer Service, Entrepreneurship, Investment Properties, Lead Generation, Loans, Management, Management Consulting, Marketing, Marketing Strategy, Mortgage Lending, Real Estate, Real Estate Financing, Retail, Sales, Sales Process, Selling, Small Business, Social Media Marketing, Social Networking, Start-ups, Strategic Planning, Strategy, Leadership, Commercial Real Estate, Financial Services, Investors, Investments, Credit, Residential Homes, Banking
Education
Santa Barbara City College 1978 — 1979
San Marcos 1975 — 1977
Linda Arterberry Linda Arterberry's Santa Barbara Bank & Trust Experience December 2003 - May 2004
Job Systems Analyst at Sharp ReesStealy Medical Centers
Industry Hospital & Health Care
Experience
Sharp Rees-Stealy Medical Centers March 2011 - Present
TheCrimeHouse Scandinavia AB November 2009 - Present
SABIA, Inc. April 2007 - February 2011
SDSU Research Foundation October 2006 - April 2007
EdVenture Partners Research Internship: MATIC January 2006 - July 2006
San Diego State University September 2005 - May 2006
Metabasis Therapeutics May 2004 - August 2004
Santa Barbara Bank & Trust December 2003 - May 2004
Project Concern International February 2003 - December 2003
Orrefors Kosta Boda AB June 2000 - August 2002
Skills
Data Analysis, Marketing Communications, Proposal Writing, Microsoft Office, Access, Excel, PowerPoint, Research, Press Releases, Customer Service, Market Research, Cognos, Microsoft Word, Process Improvement, Strategy, Marketing, Analysis, Advertising, Management, Leadership, Project Management
Education
San Diego State University-California State University 2004 — 2006
MBA, Marketing
San Diego State University-California State University 2000 — 2003
BA, International Security & Conflict Resolution
Alliant International University-San Diego Scripps Ranch 1999 — 2000
International Relations
Uppsala University 1999 — 1999
English
Sharp Rees-Stealy Medical Centers March 2011 - Present
TheCrimeHouse Scandinavia AB November 2009 - Present
SABIA, Inc. April 2007 - February 2011
SDSU Research Foundation October 2006 - April 2007
EdVenture Partners Research Internship: MATIC January 2006 - July 2006
San Diego State University September 2005 - May 2006
Metabasis Therapeutics May 2004 - August 2004
Santa Barbara Bank & Trust December 2003 - May 2004
Project Concern International February 2003 - December 2003
Orrefors Kosta Boda AB June 2000 - August 2002
Skills
Data Analysis, Marketing Communications, Proposal Writing, Microsoft Office, Access, Excel, PowerPoint, Research, Press Releases, Customer Service, Market Research, Cognos, Microsoft Word, Process Improvement, Strategy, Marketing, Analysis, Advertising, Management, Leadership, Project Management
Education
San Diego State University-California State University 2004 — 2006
MBA, Marketing
San Diego State University-California State University 2000 — 2003
BA, International Security & Conflict Resolution
Alliant International University-San Diego Scripps Ranch 1999 — 2000
International Relations
Uppsala University 1999 — 1999
English
Christopher Hansson Christopher Hansson's Santa Barbara Bank & Trust Experience August 2008 - July 2009
Job VP Senior Credit Administrator at The Bank of Santa Barbara
Industry Financial Services
Experience
The Bank of Santa Barbara January 2014 - Present
Helping Hands - Santa Barbara October 2012 - Present
Santa Barbara Young Professionals October 2011 - January 2014
Rabobank October 2010 - January 2014
ALPHA TITANS September 2009 - October 2010
Santa Barbara Bank & Trust August 2008 - July 2009
Santa Barbara Business Club January 2004 - May 2007
Skills
Financial Analysis, Financial Modeling, Finance, Portfolio Management, Banking, Loans, Investments, Risk Management, Credit, Accounting, Commercial Lending, Financial Risk, Cash Flow, Analysis, Microsoft Excel, Corporate Finance, Credit Analysis, Credit Risk, Commercial Banking, Underwriting, Financial Accounting, Cash Management, Investment Management, Management
Education
American Bankers Association 2013 — 2014
CLBB - Commercial Lending Business Banker, Commercial Banking
University of California, Santa Barbara 2007 — 2009
BA, Business Economics - Emphasis Accounting
Santa Barbara City College
AA, Finance & Economics
THG
Economics and Accounting
The Bank of Santa Barbara January 2014 - Present
Helping Hands - Santa Barbara October 2012 - Present
Santa Barbara Young Professionals October 2011 - January 2014
Rabobank October 2010 - January 2014
ALPHA TITANS September 2009 - October 2010
Santa Barbara Bank & Trust August 2008 - July 2009
Santa Barbara Business Club January 2004 - May 2007
Skills
Financial Analysis, Financial Modeling, Finance, Portfolio Management, Banking, Loans, Investments, Risk Management, Credit, Accounting, Commercial Lending, Financial Risk, Cash Flow, Analysis, Microsoft Excel, Corporate Finance, Credit Analysis, Credit Risk, Commercial Banking, Underwriting, Financial Accounting, Cash Management, Investment Management, Management
Education
American Bankers Association 2013 — 2014
CLBB - Commercial Lending Business Banker, Commercial Banking
University of California, Santa Barbara 2007 — 2009
BA, Business Economics - Emphasis Accounting
Santa Barbara City College
AA, Finance & Economics
THG
Economics and Accounting
Matthew Huang Matthew Huang's Santa Barbara Bank & Trust Experience November 2011 - December 2012
Job Sr System Analyst (FTE) at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Santa Barbara Bank & Trust November 2011 - December 2012
Oracle November 2004 - November 2011
NEC February 2004 - November 2004
Skills
Banking, ALM, Risk Management, Business Intelligence, Data Modeling, OBIEE, Essbase, Oracle Applications, OFSAA, FTP, PFT
Education
Peking University 2007 — 2010
MS, Finance
Shantou University 1994 — 1998
BS, Mathematics
Union Bank December 2012 - Present
Santa Barbara Bank & Trust November 2011 - December 2012
Oracle November 2004 - November 2011
NEC February 2004 - November 2004
Skills
Banking, ALM, Risk Management, Business Intelligence, Data Modeling, OBIEE, Essbase, Oracle Applications, OFSAA, FTP, PFT
Education
Peking University 2007 — 2010
MS, Finance
Shantou University 1994 — 1998
BS, Mathematics
Shannen Bradley's Santa Barbara Bank & Trust Experience June 2004 - July 2005
Job LVN, Pediatric at Los Robles Pediatric Medical Group
Industry Hospital & Health Care
Experience
Los Robles Pediatric Medical Group August 2012 - Present
Business Partners August 2005 - February 2009
Santa Barbara Bank & Trust June 2004 - July 2005
Telesis Community Credit Union 2003 - 2004
Skills
Commercial Mortgages, Loans, Credit, Banking, Microsoft Office, Customer Service, Microsoft Excel, Portfolio Management, Financial Analysis, Outlook, Employee Relations, Healthcare, Nursing, Business Development, Commercial Lending
Education
Casa Loma College-Van Nuys 2010 — 2012
LVN, Nursing
Moorpark College
Los Robles Pediatric Medical Group August 2012 - Present
Business Partners August 2005 - February 2009
Santa Barbara Bank & Trust June 2004 - July 2005
Telesis Community Credit Union 2003 - 2004
Skills
Commercial Mortgages, Loans, Credit, Banking, Microsoft Office, Customer Service, Microsoft Excel, Portfolio Management, Financial Analysis, Outlook, Employee Relations, Healthcare, Nursing, Business Development, Commercial Lending
Education
Casa Loma College-Van Nuys 2010 — 2012
LVN, Nursing
Moorpark College
Chris Bucka Chris Bucka's Santa Barbara Bank & Trust Experience October 2007 - July 2010
Job VP, Commercial Banking Officer at International City Bank
Industry Banking
Experience
International City Bank 2011 - Present
Community Bank July 2010 - September 2011
Santa Barbara Bank & Trust October 2007 - July 2010
Pacific Capital Bancorp 2007 - July 2010
Countrywide Capital Markets October 2005 - September 2007
Bank of America January 2005 - October 2005
Bank of America July 2004 - January 2005
Northwestern Mutual Financial Network April 2003 - December 2003
Skills
Marketing Strategy, Structuring Deals, Commercial Banking, Credit Analysis, Microsoft Office, Market Research, Salesforce.com, Relationship Development, Business Relationship..., Banking Relationships, Hoovers, Bloomberg, Blogging, Asset Based Lending, Commercial Lending, Small Business Lending, Underwriting, Financial Analysis, Cloud Computing, Social Networking, Professional Networking, Public Speaking, Inter-personal, Business Development, Finance, Banking, Loans, Portfolio Management, Sales, Small Business, Business Networking, Financial Structuring, Real Estate, Credit
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.)
Santa Clara University 2000 — 2004
Bachelor of Science, Commerce; Finance
Santa Clara University - Leavey School of Business 2000 — 2004
BSC, Finance
International City Bank 2011 - Present
Community Bank July 2010 - September 2011
Santa Barbara Bank & Trust October 2007 - July 2010
Pacific Capital Bancorp 2007 - July 2010
Countrywide Capital Markets October 2005 - September 2007
Bank of America January 2005 - October 2005
Bank of America July 2004 - January 2005
Northwestern Mutual Financial Network April 2003 - December 2003
Skills
Marketing Strategy, Structuring Deals, Commercial Banking, Credit Analysis, Microsoft Office, Market Research, Salesforce.com, Relationship Development, Business Relationship..., Banking Relationships, Hoovers, Bloomberg, Blogging, Asset Based Lending, Commercial Lending, Small Business Lending, Underwriting, Financial Analysis, Cloud Computing, Social Networking, Professional Networking, Public Speaking, Inter-personal, Business Development, Finance, Banking, Loans, Portfolio Management, Sales, Small Business, Business Networking, Financial Structuring, Real Estate, Credit
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.)
Santa Clara University 2000 — 2004
Bachelor of Science, Commerce; Finance
Santa Clara University - Leavey School of Business 2000 — 2004
BSC, Finance
Kara Woods Kara Woods's Santa Barbara Bank & Trust Experience March 2009 - August 2014
Job Founding Partner/Owner at CollegePlan Consulting
Industry Education Management
Experience
CollegePlan Consulting August 2014 - Present
Santa Barbara Bank & Trust March 2009 - August 2014
Media 27 February 2008 - March 2009
Robert Half International January 1992 - November 1994
MMS International 1990 - 1991
Skills
Advertising, Marketing Strategy, Microsoft Office, Online Advertising, Public Relations, Social Media, Social Media Marketing, Social Networking, Research, Marketing Communications, Copywriting, Microsoft Excel, Online Marketing, Marketing
Education
San Diego State University-California State University
Journalism, Advertising & Marketing
CollegePlan Consulting August 2014 - Present
Santa Barbara Bank & Trust March 2009 - August 2014
Media 27 February 2008 - March 2009
Robert Half International January 1992 - November 1994
MMS International 1990 - 1991
Skills
Advertising, Marketing Strategy, Microsoft Office, Online Advertising, Public Relations, Social Media, Social Media Marketing, Social Networking, Research, Marketing Communications, Copywriting, Microsoft Excel, Online Marketing, Marketing
Education
San Diego State University-California State University
Journalism, Advertising & Marketing
Sue Chadwick Sue Chadwick's Santa Barbara Bank & Trust Experience September 1993 - March 2013
Job CEO at Chadwick Consults
Industry Management Consulting
Experience
Museum of Ventura County October 2014 - Present
California Lutheran University October 2013 - Present
Self Employed April 2013 - Present
Chadwick Consults April 2013 - Present
Santa Barbara Bank & Trust September 1993 - March 2013
Pacific Capital Bancorp September 1993 - March 2013
Bank of A Levy 1972 - September 1993
Skills
Strategic Leadership, Team Leadership, Events, Hospitals, Non-profits, Community Outreach, Problem Solving, Banking Relationships, Building Relationships, Strategic Relationships, Fundraising, Retail Banking, Nonprofits, Banking, Strategic Planning, Marketing Strategy, Small Business Lending, Asset Managment, Relationship Management, Private Banking, Strategic Financial..., Business Strategy, Investments, Asset Management, Leadership, Business Development, Wealth Management, Management, Start-ups, Securities, Cross Selling, Cash Management, Training
Education
University of Washington Pacific Coast Banking School 1992 — 1994
Banking and Financial Support Services
Museum of Ventura County October 2014 - Present
California Lutheran University October 2013 - Present
Self Employed April 2013 - Present
Chadwick Consults April 2013 - Present
Santa Barbara Bank & Trust September 1993 - March 2013
Pacific Capital Bancorp September 1993 - March 2013
Bank of A Levy 1972 - September 1993
Skills
Strategic Leadership, Team Leadership, Events, Hospitals, Non-profits, Community Outreach, Problem Solving, Banking Relationships, Building Relationships, Strategic Relationships, Fundraising, Retail Banking, Nonprofits, Banking, Strategic Planning, Marketing Strategy, Small Business Lending, Asset Managment, Relationship Management, Private Banking, Strategic Financial..., Business Strategy, Investments, Asset Management, Leadership, Business Development, Wealth Management, Management, Start-ups, Securities, Cross Selling, Cash Management, Training
Education
University of Washington Pacific Coast Banking School 1992 — 1994
Banking and Financial Support Services
Al Rotella's Santa Barbara Bank & Trust Experience July 1988 - March 2008
Job Independent Banking Professional
Industry Banking
Experience
Santa Barbara Bank & Trust July 1988 - March 2008
santa barbara bank & trust 1988 - 2008
Pacific Capital Bancorp 1988 - 2008
Education
Duquesne University 1968 — 1972
BA, Psychology
Santa Barbara Bank & Trust July 1988 - March 2008
santa barbara bank & trust 1988 - 2008
Pacific Capital Bancorp 1988 - 2008
Education
Duquesne University 1968 — 1972
BA, Psychology
Nicole Dinkelacker's Santa Barbara Bank & Trust Experience 1991 - 2000
Job Real Estate Sales and Marketing
Industry Real Estate
Experience
Just Communities July 2011 - Present
Village Properties November 2008 - Present
RE/MAX Santa Barbara January 2002 - November 2008
Santa Barbara Bank & Trust 1991 - 2000
Skills
Negotiation, Workshop Facilitation, Sellers, Real Estate, Marketing, Selling, Investment Properties, Relocation, Single Family Homes, Coaching, First Time Home Buyers, Referrals, Residential Homes, Small Business, Short Sales, Condos, Strategic Planning, Buyer Representation, Contract Negotiation, Vacation Homes
Education
Northern Illinois University - College of Business 1981 — 1984
Bachelor's degree
Newfield Network
Certified
Just Communities July 2011 - Present
Village Properties November 2008 - Present
RE/MAX Santa Barbara January 2002 - November 2008
Santa Barbara Bank & Trust 1991 - 2000
Skills
Negotiation, Workshop Facilitation, Sellers, Real Estate, Marketing, Selling, Investment Properties, Relocation, Single Family Homes, Coaching, First Time Home Buyers, Referrals, Residential Homes, Small Business, Short Sales, Condos, Strategic Planning, Buyer Representation, Contract Negotiation, Vacation Homes
Education
Northern Illinois University - College of Business 1981 — 1984
Bachelor's degree
Newfield Network
Certified
Jon Killam Jon Killam's Santa Barbara Bank & Trust Experience February 2011 - December 2012
Job Senior Information Security Specialist at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust July 2013 - Present
Bank of Hawaii March 2013 - April 2013
Union Bank December 2012 - February 2013
Santa Barbara Bank & Trust February 2011 - December 2012
Ben Ewart Fine Carpentry March 2008 - January 2011
Montecito Bank & Trust December 2005 - February 2008
Santa Barbara Bank & Trust June 2001 - August 2005
Skills
Auditing, Risk Management, Sarbanes-Oxley Act, Internal Controls, Banking, Financial Risk, Risk Assessment, Surfing, Awesomeness, Analysis, Process Improvement, Budgets, Acoustic Guitar, Management, Singing, Parenting, Project Planning, Information Security
Education
Cal Poly San Luis Obispo 1997 — 2000
BS, Business/Finance
Montecito Bank & Trust July 2013 - Present
Bank of Hawaii March 2013 - April 2013
Union Bank December 2012 - February 2013
Santa Barbara Bank & Trust February 2011 - December 2012
Ben Ewart Fine Carpentry March 2008 - January 2011
Montecito Bank & Trust December 2005 - February 2008
Santa Barbara Bank & Trust June 2001 - August 2005
Skills
Auditing, Risk Management, Sarbanes-Oxley Act, Internal Controls, Banking, Financial Risk, Risk Assessment, Surfing, Awesomeness, Analysis, Process Improvement, Budgets, Acoustic Guitar, Management, Singing, Parenting, Project Planning, Information Security
Education
Cal Poly San Luis Obispo 1997 — 2000
BS, Business/Finance
Gary Gary Gruman Gary Gary Gruman's Santa Barbara Bank & Trust Experience June 2010 - March 2012
Job SVP Credit Manager at Bank of Manhattan
Industry Banking
Experience
Bank of Manhattan April 2012 - Present
Santa Barbara Bank & Trust June 2010 - March 2012
Citigroup February 2006 - October 2007
Citigroup January 2003 - January 2006
CAL FED (acquired by Citigroup) February 2001 - January 2003
CALFED (acquired by Citigroup) June 1999 - January 2001
Bank of America January 1995 - June 1999
Bank of America August 1989 - December 1994
Education
California State University-Northridge 1987 — 1989
MBA, Finance / Management, 4.0; Dean's List
UCLA 1982 — 1986
BA, Economics, 3.8
Bank of Manhattan April 2012 - Present
Santa Barbara Bank & Trust June 2010 - March 2012
Citigroup February 2006 - October 2007
Citigroup January 2003 - January 2006
CAL FED (acquired by Citigroup) February 2001 - January 2003
CALFED (acquired by Citigroup) June 1999 - January 2001
Bank of America January 1995 - June 1999
Bank of America August 1989 - December 1994
Education
California State University-Northridge 1987 — 1989
MBA, Finance / Management, 4.0; Dean's List
UCLA 1982 — 1986
BA, Economics, 3.8
Rosaura Aguirre-Marroquin's Santa Barbara Bank & Trust Experience January 1991 - January 1992
Job contractor, Kiewit Offshore Services: Administrative Support at Marine Well Containment Company (through Brunel Energy)
Industry Nonprofit Organization Management
Experience
Marine Well Containment Company through Brunel Energy December 2013 - Present
Corpus Christi Symphony Orchestra July 2008 - October 2014
Texas A&M University-Corpus Christi January 2004 - July 2008
P/T January 2001 - January 2004
Big Sky Contracting May 2003 - December 2003
University of California August 1994 - July 1997
Goleta National Bank January 1992 - January 1997
Santa Barbara Bank & Trust January 1991 - January 1992
Santa Barbara Bank & Trust January 1983 - January 1991
Skills
Marketing, Public Speaking, Community Outreach, Event Planning, Non-profits, Spanish, Fundraising, Research, Higher Education, Management, Project Management, Time Management, Nonprofits, Training, Analysis, Access, Event Management, Customer Service, Teaching
Education
Texas A&M University-Corpus Christi 2000 — 2013
Bachelor of Science, Mathematics
Texas A&M University-Corpus Christi 2000 — 2013
Bachelor of Arts, Spanish
Del Mar College 1998 — 1999
none, study toward transfer, Mathematics and Spanish
Santa Barbara Community College 1983 — 1995
transfer to 4-yr university, Mathematics and Spanish
Marine Well Containment Company through Brunel Energy December 2013 - Present
Corpus Christi Symphony Orchestra July 2008 - October 2014
Texas A&M University-Corpus Christi January 2004 - July 2008
P/T January 2001 - January 2004
Big Sky Contracting May 2003 - December 2003
University of California August 1994 - July 1997
Goleta National Bank January 1992 - January 1997
Santa Barbara Bank & Trust January 1991 - January 1992
Santa Barbara Bank & Trust January 1983 - January 1991
Skills
Marketing, Public Speaking, Community Outreach, Event Planning, Non-profits, Spanish, Fundraising, Research, Higher Education, Management, Project Management, Time Management, Nonprofits, Training, Analysis, Access, Event Management, Customer Service, Teaching
Education
Texas A&M University-Corpus Christi 2000 — 2013
Bachelor of Science, Mathematics
Texas A&M University-Corpus Christi 2000 — 2013
Bachelor of Arts, Spanish
Del Mar College 1998 — 1999
none, study toward transfer, Mathematics and Spanish
Santa Barbara Community College 1983 — 1995
transfer to 4-yr university, Mathematics and Spanish
Catherine Viel's Santa Barbara Bank & Trust Experience June 1998 - June 2001
Job Writer / Editor
Industry Writing and Editing
Experience
WriteCat Communications May 2001 - Present
Santa Barbara Bank & Trust June 1998 - June 2001
Medtronic 1996 - 1998
Skills
Copy Editing, Editing, Proofreading, Books, Freelance Writing, Storytelling, Non-fiction, Editorial, Technical Writing, Blogging, Creative Writing, Publishing, Publications, Line Editing, Articles, Marketing, Business, Fiction, Poetry, Web Content
Education
University of California, San Diego 2007 — 2008
Certificate, Copyediting
University of California, Santa Barbara 1977 — 1979
BA, Literature
Diablo Valley College 1976 — 1977
AA, Liberal Studies
California State University-Chico 1974 — 1976
none, Music, English
WriteCat Communications May 2001 - Present
Santa Barbara Bank & Trust June 1998 - June 2001
Medtronic 1996 - 1998
Skills
Copy Editing, Editing, Proofreading, Books, Freelance Writing, Storytelling, Non-fiction, Editorial, Technical Writing, Blogging, Creative Writing, Publishing, Publications, Line Editing, Articles, Marketing, Business, Fiction, Poetry, Web Content
Education
University of California, San Diego 2007 — 2008
Certificate, Copyediting
University of California, Santa Barbara 1977 — 1979
BA, Literature
Diablo Valley College 1976 — 1977
AA, Liberal Studies
California State University-Chico 1974 — 1976
none, Music, English
Tom Fisher, CFA, CFP Tom Fisher, CFA, CFP's Santa Barbara Bank & Trust Experience 1989 - 1992
Job Senior Investment Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo 1998 - Present
Dowling & Yahnke 1997 - 1998
Northern Trust 1992 - 1994
Santa Barbara Bank & Trust 1989 - 1992
West Coast Financial Services 1987 - 1989
Skills
Wealth Management..., High Net Worth..., Wealth Management, Investment Strategies, Asset Allocation, Portfolio Management, Finance, Investments, Asset Management, Management, Equity Research, Mutual Funds, Investment Management, Investment Advisory, Private Banking, Retirement Planning, Alternative Investments
Education
San Diego State University-California State University 1983 — 1987
M.S. & B.S., Financial Services
Wells Fargo 1998 - Present
Dowling & Yahnke 1997 - 1998
Northern Trust 1992 - 1994
Santa Barbara Bank & Trust 1989 - 1992
West Coast Financial Services 1987 - 1989
Skills
Wealth Management..., High Net Worth..., Wealth Management, Investment Strategies, Asset Allocation, Portfolio Management, Finance, Investments, Asset Management, Management, Equity Research, Mutual Funds, Investment Management, Investment Advisory, Private Banking, Retirement Planning, Alternative Investments
Education
San Diego State University-California State University 1983 — 1987
M.S. & B.S., Financial Services
Jeff Alvarado's Santa Barbara Bank & Trust Experience June 2011 - May 2013
Job Healthy Living Counsler/ Personal Trainer at YMCA
Industry Health, Wellness and Fitness
Experience
YMCA April 2014 - Present
24 Hour Fitness November 2013 - May 2014
Santa Barbara Bank & Trust June 2011 - May 2013
Page 2008 - 2011
Skills
Banking, Microsoft Word, Risk Management, Leadership, Coaching, Time Management, Data Analysis, Cash Handling Experience, Fitness Training, Fitness Instruction, Program Management, Fitness, Customer Satisfaction, Sports, Team Building
Education
San Diego State University 2008 — 2010
Bachelor's degree (B.S.), Kinesiology and Exercise Science
Santa Barbara City College 2005 — 2008
Associate of Arts (A.A.), General Studies, 3.2GPA
YMCA April 2014 - Present
24 Hour Fitness November 2013 - May 2014
Santa Barbara Bank & Trust June 2011 - May 2013
Page 2008 - 2011
Skills
Banking, Microsoft Word, Risk Management, Leadership, Coaching, Time Management, Data Analysis, Cash Handling Experience, Fitness Training, Fitness Instruction, Program Management, Fitness, Customer Satisfaction, Sports, Team Building
Education
San Diego State University 2008 — 2010
Bachelor's degree (B.S.), Kinesiology and Exercise Science
Santa Barbara City College 2005 — 2008
Associate of Arts (A.A.), General Studies, 3.2GPA
Vickie Williams Vickie Williams's Santa Barbara Bank & Trust Experience 1991 - 1996
Job Retirement Benefits Manager at County of Ventura
Industry Insurance
Experience
County of Ventura Vice President/COOBeneflex Insurance ServicesSeptember 2004 - February 2014
JRN Benefits 2003 - 2004
CBIZ Employee Benefits 1996 - 2002
Santa Barbara Bank & Trust 1991 - 1996
Skills
Insurance, Employee Benefits, Human Resources, Payroll, Strategic Planning, Customer Service, COBRA, Sales Management, Account Management, Leadership Development, Marketing, Project Management, Negotiation, New Business Development, Team Building, Operations Management, Training, Leadership, Healthcare, Coaching, Public Speaking, Strategy, Start-ups, Sales, Employee Relations, Strategic Partnerships, Health Insurance, Benefits Administration, Budgets, Public Relations, Organizational..., Business Development, Process Improvement, Marketing Strategy, Talent Acquisition, Outlook, Hiring, Small Business, Management Consulting, Risk Management, Employee Engagement, Team Leadership, Change Management, Mergers & Acquisitions, Recruiting, Business Planning, Accounting, Performance Management, Security, Management
Education
Mt. San Antonio College 1972 — 1974
County of Ventura Vice President/COOBeneflex Insurance ServicesSeptember 2004 - February 2014
JRN Benefits 2003 - 2004
CBIZ Employee Benefits 1996 - 2002
Santa Barbara Bank & Trust 1991 - 1996
Skills
Insurance, Employee Benefits, Human Resources, Payroll, Strategic Planning, Customer Service, COBRA, Sales Management, Account Management, Leadership Development, Marketing, Project Management, Negotiation, New Business Development, Team Building, Operations Management, Training, Leadership, Healthcare, Coaching, Public Speaking, Strategy, Start-ups, Sales, Employee Relations, Strategic Partnerships, Health Insurance, Benefits Administration, Budgets, Public Relations, Organizational..., Business Development, Process Improvement, Marketing Strategy, Talent Acquisition, Outlook, Hiring, Small Business, Management Consulting, Risk Management, Employee Engagement, Team Leadership, Change Management, Mergers & Acquisitions, Recruiting, Business Planning, Accounting, Performance Management, Security, Management
Education
Mt. San Antonio College 1972 — 1974
Dave Bogosian Dave Bogosian's Santa Barbara Bank & Trust Experience November 2002 - March 2003
Job Producer
Industry Entertainment
Experience
Secret Headquarters, Inc. October 2008 - Present
Entertainment Studios September 2004 - September 2008
E! Networks March 2003 - August 2004
Santa Barbara Bank & Trust November 2002 - March 2003
DMX Music April 2002 - October 2002
Vail Resorts May 1998 - September 2001
Partners Video, Inc. February 1999 - August 1999
NBC January 1999 - May 1999
Skills
Video Production, Final Cut Pro, Post Production, Television, Avid Media Composer
Education
Ithaca College 1996 — 2000
Bachelor of Science (BS), Radio and Television
Kent School 1994 — 1996
Secret Headquarters, Inc. October 2008 - Present
Entertainment Studios September 2004 - September 2008
E! Networks March 2003 - August 2004
Santa Barbara Bank & Trust November 2002 - March 2003
DMX Music April 2002 - October 2002
Vail Resorts May 1998 - September 2001
Partners Video, Inc. February 1999 - August 1999
NBC January 1999 - May 1999
Skills
Video Production, Final Cut Pro, Post Production, Television, Avid Media Composer
Education
Ithaca College 1996 — 2000
Bachelor of Science (BS), Radio and Television
Kent School 1994 — 1996
Ludyna Herrera Ludyna Herrera's Santa Barbara Bank & Trust Experience May 2005 - May 2007
Job
Industry Banking
Experience
home January 1988 - Present
Bank of America March 2011 - December 2014
JP Morgan Chase June 2008 - January 2011
Chase Bank June 2008 - January 2011
Ventura County Credit Union May 2007 - December 2007
Ventura County Credit Union May 2007 - December 2007
Santa Barbara Bank & Trust May 2005 - May 2007
Bank of America November 1999 - March 2005
Quality Home Loans April 1997 - July 1999
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Customer Service, Residential Mortgages, Referrals, Refinance, FHA, Consumer Lending, Portfolio Management, Underwriting, Certified Loan Signing..., Insurance License, Attended Mortgage..., Relationship Management, Financial Services, Real Estate, Lines Of Credit, Sales, Small Business, Home Equity Loans, Business Development, Home Equity Lines of..., Notary Public, Banking, Loan Origination, Compliance and Risk..., Mortgage Loan Fraud...
Education
Broward College 1973 — 1975
No degree, Banking and Finance
McCarthur High School 1969 — 1972
High School diploma, general education
home January 1988 - Present
Bank of America March 2011 - December 2014
JP Morgan Chase June 2008 - January 2011
Chase Bank June 2008 - January 2011
Ventura County Credit Union May 2007 - December 2007
Ventura County Credit Union May 2007 - December 2007
Santa Barbara Bank & Trust May 2005 - May 2007
Bank of America November 1999 - March 2005
Quality Home Loans April 1997 - July 1999
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Customer Service, Residential Mortgages, Referrals, Refinance, FHA, Consumer Lending, Portfolio Management, Underwriting, Certified Loan Signing..., Insurance License, Attended Mortgage..., Relationship Management, Financial Services, Real Estate, Lines Of Credit, Sales, Small Business, Home Equity Loans, Business Development, Home Equity Lines of..., Notary Public, Banking, Loan Origination, Compliance and Risk..., Mortgage Loan Fraud...
Education
Broward College 1973 — 1975
No degree, Banking and Finance
McCarthur High School 1969 — 1972
High School diploma, general education
Laurie Ridout's Santa Barbara Bank & Trust Experience October 2007 - September 2011
Job Loan Manager at Blue Adobe Mortgage
Industry Banking
Experience
Blue Adobe Mortgage October 2012 - Present
Banking/Mortgage 1985 - Present
Santa Barbara Bank & Trust October 2007 - September 2011
Wells Fargo Home Mortgage June 2004 - June 2007
Skills
Portfolio Management, Commercial Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Loans, Credit, Banking
Education
Northwood University-Texas
Bachelor of Business Administration (BBA)
Blue Adobe Mortgage October 2012 - Present
Banking/Mortgage 1985 - Present
Santa Barbara Bank & Trust October 2007 - September 2011
Wells Fargo Home Mortgage June 2004 - June 2007
Skills
Portfolio Management, Commercial Banking, Credit Analysis, Commercial Lending, Mortgage Lending, Loans, Credit, Banking
Education
Northwood University-Texas
Bachelor of Business Administration (BBA)
Denise Sliger's Santa Barbara Bank & Trust Experience 2003 - 2005
Job Senior Benefits Solutions
Industry Insurance
Experience
Senior Benefits Solutions October 2009 - Present
Secure Horizons 2010 - 2012
Sterling Health Plans March 2007 - October 2009
Santa Barbara Bank & Trust 2003 - 2005
PacifiCare/Secure Horizons April 1998 - December 2000
Skills
Insurance, Medicare, Employee Benefits, Healthcare, Health Insurance
Education
California State University-Chico 1979 — 1982
BA, International Relations
Senior Benefits Solutions October 2009 - Present
Secure Horizons 2010 - 2012
Sterling Health Plans March 2007 - October 2009
Santa Barbara Bank & Trust 2003 - 2005
PacifiCare/Secure Horizons April 1998 - December 2000
Skills
Insurance, Medicare, Employee Benefits, Healthcare, Health Insurance
Education
California State University-Chico 1979 — 1982
BA, International Relations
Winnie Tsoi's Santa Barbara Bank & Trust Experience April 2006 - June 2007
Job Transportation Security Officer at TSA
Industry Security and Investigations
Experience
TSA June 2011 - Present
TSA November 2012 - January 2013
University Readers December 2007 - February 2012
County of Santa Barbara September 2006 - June 2007
Santa Barbara Bank & Trust April 2006 - June 2007
UCSB April 2004 - June 2007
Skills
PowerPoint, Outlook, Word, Excel, Microsoft Office, Microsoft Excel
Education
Boston University 2009 — 2010
Master, Criminal Justice
University of California, Santa Barbara 2003 — 2007
B.A, Asian Studies
TSA June 2011 - Present
TSA November 2012 - January 2013
University Readers December 2007 - February 2012
County of Santa Barbara September 2006 - June 2007
Santa Barbara Bank & Trust April 2006 - June 2007
UCSB April 2004 - June 2007
Skills
PowerPoint, Outlook, Word, Excel, Microsoft Office, Microsoft Excel
Education
Boston University 2009 — 2010
Master, Criminal Justice
University of California, Santa Barbara 2003 — 2007
B.A, Asian Studies
Tara Paul Tara Paul's Santa Barbara Bank & Trust Experience 1998 - 1999
Job Manager, Sales Analysis & Reporting at SAGE Publications
Industry Publishing
Experience
SAGE Publications January 2013 - Present
SAGE Publications June 2012 - December 2012
Sage Publications February 2011 - June 2012
AGIA 2010 - 2011
AGIA 2002 - 2010
AGIA 2001 - 2002
AGIA 1999 - 2001
Santa Barbara Bank & Trust 1998 - 1999
Pacific Oaks Federal Credit Union 1997 - 1998
Skills
Databases, Visio, Business Analysis, Sales Operations, SharePoint, Access, Cognos, Reporting & Analysis, Microsoft SQL Server, SQL Server Management..., Microsoft Excel, Systems Analysis, Business Intelligence, Analytics, CRM
Education
California State University-Northridge 2000 — 2002
BS, Business, Information Systems
SAGE Publications January 2013 - Present
SAGE Publications June 2012 - December 2012
Sage Publications February 2011 - June 2012
AGIA 2010 - 2011
AGIA 2002 - 2010
AGIA 2001 - 2002
AGIA 1999 - 2001
Santa Barbara Bank & Trust 1998 - 1999
Pacific Oaks Federal Credit Union 1997 - 1998
Skills
Databases, Visio, Business Analysis, Sales Operations, SharePoint, Access, Cognos, Reporting & Analysis, Microsoft SQL Server, SQL Server Management..., Microsoft Excel, Systems Analysis, Business Intelligence, Analytics, CRM
Education
California State University-Northridge 2000 — 2002
BS, Business, Information Systems
Eric Clemow's Santa Barbara Bank & Trust Experience October 2003 - December 2008
Job Director of Corporate Training at PlanMember Financial Corporation
Industry Professional Training & Coaching
Experience
PlanMember Financial Corporation March 2013 - Present
First California Bank January 2010 - March 2013
Pacific Capital Bancorp December 2008 - January 2010
Santa Barbara Bank & Trust October 2003 - December 2008
Affinity Bank 2000 - 2003
Skills
Organizational..., Training, Management, Strategy, Human Resources, Project Management, Training Delivery, Change Management, Leadership, Instructor-led Training, Workforce Planning, Talent Management, New Hire Orientations, Workshop Facilitation, Performance Management, Organizational..., Program Facilitation, Coaching, Sales, Employee Relations, Team Building, Succession Planning, Recruiting, Leadership Development, Talent Acquisition, Employee Engagement, Interviews, Career Development, Microsoft Office, Sales Management, Risk Management, Management Development, Onboarding, HRIS, Employee Training, Vendor Management, Deferred Compensation, Instructional Design, Camtasia, Captivate, Strategic Thinking, HR Policies, Corporate Communications, Training Videos, Staff Supervision, Corporate Branding, Benefits Administration, coretrac, Drums, Percussion Performance
Education
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Organizational Psychology and Development
PlanMember Financial Corporation March 2013 - Present
First California Bank January 2010 - March 2013
Pacific Capital Bancorp December 2008 - January 2010
Santa Barbara Bank & Trust October 2003 - December 2008
Affinity Bank 2000 - 2003
Skills
Organizational..., Training, Management, Strategy, Human Resources, Project Management, Training Delivery, Change Management, Leadership, Instructor-led Training, Workforce Planning, Talent Management, New Hire Orientations, Workshop Facilitation, Performance Management, Organizational..., Program Facilitation, Coaching, Sales, Employee Relations, Team Building, Succession Planning, Recruiting, Leadership Development, Talent Acquisition, Employee Engagement, Interviews, Career Development, Microsoft Office, Sales Management, Risk Management, Management Development, Onboarding, HRIS, Employee Training, Vendor Management, Deferred Compensation, Instructional Design, Camtasia, Captivate, Strategic Thinking, HR Policies, Corporate Communications, Training Videos, Staff Supervision, Corporate Branding, Benefits Administration, coretrac, Drums, Percussion Performance
Education
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Organizational Psychology and Development
Jennifer DeMoor Jennifer DeMoor's Santa Barbara Bank & Trust Experience March 2006 - Present
Job Branch Service Specialist
Industry Banking
Experience
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2006 - Present
Community Bank of Central California 2003 - 2004
Skills
Customer Service, Accounting, Commercial Lending, Financial Analysis, Microsoft Office, Banking, Credit Analysis, Loans, Microsoft Word, Public Relations, Retail Banking, Credit, Sales, Finance, PowerPoint, Public Speaking, Strategic Planning
Education
California State University-Monterey Bay 2011 — 2014
Business Administration, Business Administration
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2006 - Present
Community Bank of Central California 2003 - 2004
Skills
Customer Service, Accounting, Commercial Lending, Financial Analysis, Microsoft Office, Banking, Credit Analysis, Loans, Microsoft Word, Public Relations, Retail Banking, Credit, Sales, Finance, PowerPoint, Public Speaking, Strategic Planning
Education
California State University-Monterey Bay 2011 — 2014
Business Administration, Business Administration
Chris Colbert Chris Colbert's Santa Barbara Bank & Trust Experience October 1990 - September 1998
Job Experienced Senior Corporate Real Estate Executive, Commercial Real Estate Advisor, Trust Real Estate Manager
Industry Commercial Real Estate
Experience
Self-Employed January 2015 - Present
Heritage Oaks Bank March 2013 - December 2014
Union Bank September 2008 - February 2013
Pacific Capital Bancorp 1998 - 2008
Santa Barbara Bank & Trust October 1990 - September 1998
Lincoln Property Company April 1986 - October 1990
Coldwell Banker Commercial Real Estate Services March 1981 - April 1986
Skills
Real Estate, Corporate Real Estate, Portfolio Management, Due Diligence, Disposition, Real Estate Economics, Valuation, Lease Administration, Investments, Real Estate Transactions, Asset Management, Strategic Planning, Commercial Real Estate, Real Estate Development, Financial Analysis, Dispositions, Asset Managment, Investment Properties, Brokerage, Mergers & Acquisitions, Leases, Location Intelligence, Financial Modeling, Real Estate Financing, Lease Negotiations, Analysis, Facilities Management, Landlords, Tenant, Contract Negotiation, Property Management
Education
Pacific Coast Banking School
Graduate
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Loyola High School
Self-Employed January 2015 - Present
Heritage Oaks Bank March 2013 - December 2014
Union Bank September 2008 - February 2013
Pacific Capital Bancorp 1998 - 2008
Santa Barbara Bank & Trust October 1990 - September 1998
Lincoln Property Company April 1986 - October 1990
Coldwell Banker Commercial Real Estate Services March 1981 - April 1986
Skills
Real Estate, Corporate Real Estate, Portfolio Management, Due Diligence, Disposition, Real Estate Economics, Valuation, Lease Administration, Investments, Real Estate Transactions, Asset Management, Strategic Planning, Commercial Real Estate, Real Estate Development, Financial Analysis, Dispositions, Asset Managment, Investment Properties, Brokerage, Mergers & Acquisitions, Leases, Location Intelligence, Financial Modeling, Real Estate Financing, Lease Negotiations, Analysis, Facilities Management, Landlords, Tenant, Contract Negotiation, Property Management
Education
Pacific Coast Banking School
Graduate
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Loyola High School
Arthur J. Munoz III Arthur J. Munoz III's Santa Barbara Bank & Trust Experience January 2008 - December 2009
Job Senior Relationship Manager, Director at Bank of the West
Industry Banking
Experience
Bank of the West January 2015 - Present
Rabobank December 2009 - January 2015
Santa Barbara Bank & Trust January 2008 - December 2009
Bank of Santa Barbara January 2007 - December 2007
Skills
Trusted Financial..., Commercial and..., New Business Development, Credit, Banking, Portfolio Management, Loans, Loan Origination, Finance, Wealth Management, Commercial Banking, Retail Banking, Credit Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Santa Barbara 1997 — 2000
Bachelor of Arts (B.A.), Business Economics
Bank of the West January 2015 - Present
Rabobank December 2009 - January 2015
Santa Barbara Bank & Trust January 2008 - December 2009
Bank of Santa Barbara January 2007 - December 2007
Skills
Trusted Financial..., Commercial and..., New Business Development, Credit, Banking, Portfolio Management, Loans, Loan Origination, Finance, Wealth Management, Commercial Banking, Retail Banking, Credit Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Santa Barbara 1997 — 2000
Bachelor of Arts (B.A.), Business Economics
Tina Rasmussen, Ph.D. Tina Rasmussen, Ph.D.'s Santa Barbara Bank & Trust Experience 1989 - 1992
Job Executive Coach and Organizational Effectiveness Consultant
Industry Management Consulting
Experience
Tina Rasmussen Consulting 1994 - Present
Skyline Group International, Inc. August 2013 - Present
Kaiser Permanente March 2006 - February 2013
Levi Strauss & Co. 1997 - 1999
Nestle 1992 - 1994
Santa Barbara Bank & Trust 1989 - 1992
Citizen Watch Company 1987 - 1989
Skills
Executive Coaching, Culture Change, Conflict Resolution, 360 Feedback, Team Management, Change Management, Organizational..., Organizational Change, Leadership Development, Organizational..., Team Building, Change Leadership, Large Group Facilitation, Corporate Culture, Strategic Thinking, Workshop Facilitation, Strategy, Leadership, Coaching, Personal Development, Consulting, Performance Improvement, Nonprofits, Management Development, MBTI, Executive Development, Organizational Design, Emotional Intelligence, Organizational Behavior, Employee Engagement, Career Development, Succession Planning, Instructional Design, Talent Management, Performance Management, Organizational Learning, Management Consulting, Training Delivery, Employee Training, Onboarding, Workforce Planning, Staff Development, Career Counseling, Training, Personnel Management, Employee Relations, Human Resources, Facilitation, Conflict Management, HR Consulting
Education
Fielding Graduate University 1990 — 1995
Ph.D., M.A., Human and Organizational Systems
Northern Illinois University 1980 — 1984
B.A., Journalism, Art
University of Kent 1982 — 1983
Liberal Arts, Foreign Study Abroad
Tina Rasmussen Consulting 1994 - Present
Skyline Group International, Inc. August 2013 - Present
Kaiser Permanente March 2006 - February 2013
Levi Strauss & Co. 1997 - 1999
Nestle 1992 - 1994
Santa Barbara Bank & Trust 1989 - 1992
Citizen Watch Company 1987 - 1989
Skills
Executive Coaching, Culture Change, Conflict Resolution, 360 Feedback, Team Management, Change Management, Organizational..., Organizational Change, Leadership Development, Organizational..., Team Building, Change Leadership, Large Group Facilitation, Corporate Culture, Strategic Thinking, Workshop Facilitation, Strategy, Leadership, Coaching, Personal Development, Consulting, Performance Improvement, Nonprofits, Management Development, MBTI, Executive Development, Organizational Design, Emotional Intelligence, Organizational Behavior, Employee Engagement, Career Development, Succession Planning, Instructional Design, Talent Management, Performance Management, Organizational Learning, Management Consulting, Training Delivery, Employee Training, Onboarding, Workforce Planning, Staff Development, Career Counseling, Training, Personnel Management, Employee Relations, Human Resources, Facilitation, Conflict Management, HR Consulting
Education
Fielding Graduate University 1990 — 1995
Ph.D., M.A., Human and Organizational Systems
Northern Illinois University 1980 — 1984
B.A., Journalism, Art
University of Kent 1982 — 1983
Liberal Arts, Foreign Study Abroad
Ryan Lund Ryan Lund's Santa Barbara Bank & Trust Experience June 2003 - May 2005
Job Legal caseworker at ASUC Student Legal Clinic
Industry Financial Services
Experience
American Riviera Bank June 2007 - July 2015
Montecito Bank & Trust May 2005 - June 2007
Santa Barbara Bank & Trust June 2003 - May 2005
Skills
Credit, Credit Analysis, Underwriting, Loans, Financial Analysis, Portfolio Management, Banking, Commercial Lending, Management, Relationship Management, Commercial Real Estate, Real Estate, Small Business Lending, Business Development, Commercial Banking, Finance, Loan Origination, Mortgage Lending, Customer Service, Retail Banking, Risk Management, Investments, Consumer Lending, Mortgage Banking, Credit Risk
Education
University of California, Berkeley 2015 — 2017
Political Science, Political Science and Government
Santa Barbara City College 2011 — 2015
Political Science and Government
San Francisco Art Institute 1998 — 2000
Oil Painting
American Riviera Bank June 2007 - July 2015
Montecito Bank & Trust May 2005 - June 2007
Santa Barbara Bank & Trust June 2003 - May 2005
Skills
Credit, Credit Analysis, Underwriting, Loans, Financial Analysis, Portfolio Management, Banking, Commercial Lending, Management, Relationship Management, Commercial Real Estate, Real Estate, Small Business Lending, Business Development, Commercial Banking, Finance, Loan Origination, Mortgage Lending, Customer Service, Retail Banking, Risk Management, Investments, Consumer Lending, Mortgage Banking, Credit Risk
Education
University of California, Berkeley 2015 — 2017
Political Science, Political Science and Government
Santa Barbara City College 2011 — 2015
Political Science and Government
San Francisco Art Institute 1998 — 2000
Oil Painting
Trevor Morris's Santa Barbara Bank & Trust Experience June 2007 - February 2010
Job Senior Commercial Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
California United Bank July 2012 - January 2015
Rabobank February 2010 - July 2012
Santa Barbara Bank & Trust June 2007 - February 2010
Bank of America August 1999 - June 2007
Skills
Commercial Lending, Commercial Banking, Portfolio Management, Small Business Lending, Asset Based Lending, Loans, Credit Analysis, Lines Of Credit, Commercial Mortgages, Underwriting, Middle Market, Loan Origination, Due Diligence, Corporate Finance, SBA, Mortgage Banking, Real Estate, Mergers & Acquisitions, Consumer Lending, Relationship Management, Finance, Retail Banking, Deposits, Cash Flow Lending, Real Estate Financing
Education
Emerson College 1996 — 1998
Integrated Marketing Communication
Wheaton College (MA) 1993 — 1997
BA, Political Science
Wells Fargo February 2015 - Present
California United Bank July 2012 - January 2015
Rabobank February 2010 - July 2012
Santa Barbara Bank & Trust June 2007 - February 2010
Bank of America August 1999 - June 2007
Skills
Commercial Lending, Commercial Banking, Portfolio Management, Small Business Lending, Asset Based Lending, Loans, Credit Analysis, Lines Of Credit, Commercial Mortgages, Underwriting, Middle Market, Loan Origination, Due Diligence, Corporate Finance, SBA, Mortgage Banking, Real Estate, Mergers & Acquisitions, Consumer Lending, Relationship Management, Finance, Retail Banking, Deposits, Cash Flow Lending, Real Estate Financing
Education
Emerson College 1996 — 1998
Integrated Marketing Communication
Wheaton College (MA) 1993 — 1997
BA, Political Science
Jennifer Leavitt Cruz Jennifer Leavitt Cruz's Santa Barbara Bank & Trust Experience 2010 - 2013
Job Communication and Marketing Specialist
Industry Public Relations and Communications
Experience
UCSB Dept of Communication June 2015 - Present
UCSB Summer Sessions Media Department 2015 - Present
The Dream Foundation 2014 - 2014
Santa Barbara Bank & Trust 2010 - 2013
Skills
Editing, Press Releases, Public Relations, Marketing Communications, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Media Relations, Social Media Marketing, Customer Service, Retail Banking, Commercial Banking, Research, Teamwork, PowerPoint, Outlook, English, Windows, Photoshop, Social Media, Google Analytics
Education
University of California, Santa Barbara
Bachelor's Degree, Communication, General, 3.87
Santa Barbara City College
Communication, General, 3.81
UCSB Dept of Communication June 2015 - Present
UCSB Summer Sessions Media Department 2015 - Present
The Dream Foundation 2014 - 2014
Santa Barbara Bank & Trust 2010 - 2013
Skills
Editing, Press Releases, Public Relations, Marketing Communications, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Media Relations, Social Media Marketing, Customer Service, Retail Banking, Commercial Banking, Research, Teamwork, PowerPoint, Outlook, English, Windows, Photoshop, Social Media, Google Analytics
Education
University of California, Santa Barbara
Bachelor's Degree, Communication, General, 3.87
Santa Barbara City College
Communication, General, 3.81
Dustin Abbott Dustin Abbott's Santa Barbara Bank & Trust Experience 2009 - 2013
Job 13 years of Banking and IT Experience
Industry Information Technology and Services
Experience
GreenShield IT of California 2007 - Present
Santa Barbara Bank & Trust 2009 - 2013
LEAF Financial Corporation 2007 - 2009
Santa Barbara Bank & Trust 2006 - 2007
Santa Barbara Bank & Trust 2003 - 2006
Skills
Active Directory, Amazon Web Services..., Apple iOS, Auditing, Banking, Cisco IOS, Compliance, Computer Hardware, Credit, Customer Service, Documentation, Employee Training, Finance, Group Policy, Hyper-V, Information Security, Information Technology, Internal Controls, IT Operations, Leadership, Loans, Management, Microsoft Azure, Microsoft Office, Network Security, Network Administration, Networking, Operating Systems, Process Improvement, Project Management, Quality Assurance, Quality Control, Relationship Management, Risk Management, Security, Social Media, Software Documentation, Software Procurement, System Administration, Technical Support, Training, Troubleshooting, Vendor Management, Windows, Windows 7, Windows 8, Windows 10, Windows Phone, Windows Server
Education
Western Governors University 2013 — 2015
Master of Science, Information Security and Assurance
Western Governors University 2011 — 2013
Bachelor of Science, Information Technology-Network Design and Management
City College of San Francisco
Santa Barbara City College
Stanly Community College
GreenShield IT of California 2007 - Present
Santa Barbara Bank & Trust 2009 - 2013
LEAF Financial Corporation 2007 - 2009
Santa Barbara Bank & Trust 2006 - 2007
Santa Barbara Bank & Trust 2003 - 2006
Skills
Active Directory, Amazon Web Services..., Apple iOS, Auditing, Banking, Cisco IOS, Compliance, Computer Hardware, Credit, Customer Service, Documentation, Employee Training, Finance, Group Policy, Hyper-V, Information Security, Information Technology, Internal Controls, IT Operations, Leadership, Loans, Management, Microsoft Azure, Microsoft Office, Network Security, Network Administration, Networking, Operating Systems, Process Improvement, Project Management, Quality Assurance, Quality Control, Relationship Management, Risk Management, Security, Social Media, Software Documentation, Software Procurement, System Administration, Technical Support, Training, Troubleshooting, Vendor Management, Windows, Windows 7, Windows 8, Windows 10, Windows Phone, Windows Server
Education
Western Governors University 2013 — 2015
Master of Science, Information Security and Assurance
Western Governors University 2011 — 2013
Bachelor of Science, Information Technology-Network Design and Management
City College of San Francisco
Santa Barbara City College
Stanly Community College
Evgeniya Ivashchenko Evgeniya Ivashchenko's Santa Barbara Bank & Trust Experience June 2011 - December 2012
Job Portfolio Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust April 2015 - Present
Montecito Bank & Trust January 2014 - April 2015
Montecito Bank & Trust March 2013 - January 2014
Union Bank December 2012 - March 2013
Santa Barbara Bank & Trust June 2011 - December 2012
Santa Barbara Bank & Trust September 2010 - June 2011
Skills
Purchasing, Banking, Vendor Management, Budgets, Analysis, Loans, Financial Analysis, Corporate Finance, Credit Risk
Education
University of California, Santa Barbara 2011 — 2012
Master of Arts (M.A.), Economics
Udmurt State University 2002 — 2007
Master of Arts (M.A.), Linguistics and Cross-Cultural Communication
Montecito Bank & Trust April 2015 - Present
Montecito Bank & Trust January 2014 - April 2015
Montecito Bank & Trust March 2013 - January 2014
Union Bank December 2012 - March 2013
Santa Barbara Bank & Trust June 2011 - December 2012
Santa Barbara Bank & Trust September 2010 - June 2011
Skills
Purchasing, Banking, Vendor Management, Budgets, Analysis, Loans, Financial Analysis, Corporate Finance, Credit Risk
Education
University of California, Santa Barbara 2011 — 2012
Master of Arts (M.A.), Economics
Udmurt State University 2002 — 2007
Master of Arts (M.A.), Linguistics and Cross-Cultural Communication
Laurra Mitchell Laurra Mitchell's Santa Barbara Bank & Trust Experience 1995 - 2013
Job Branch Operations Support Officer at The Bank of Santa Barbara
Industry Banking
Experience
The Bank of Santa Barbara July 2014 - Present
Pacific Western Bank November 2013 - June 2014
Santa Barbara Bank & Trust 1995 - 2013
Michal's Casual Comforts 1994 - 1995
Fritz's Patio, Garden & Fireside 1989 - 1994
Skills
Banking, Retail Banking, Consumer Lending, Loans, Close Attention to..., Critical Thinking, Process Improvement, Operational Excellence, Risk Management, Cross Selling, Deposits, Branch Management, Lines Of Credit, Community Service, Flexible to Change, Prioritize Workload, Great Organizer, Multi Tasking, Mentoring Of Staff, Job Coaching, Training, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo 1989 — 1991
Bachelor of Science (B.S.), Fashion Merchandising
The Bank of Santa Barbara July 2014 - Present
Pacific Western Bank November 2013 - June 2014
Santa Barbara Bank & Trust 1995 - 2013
Michal's Casual Comforts 1994 - 1995
Fritz's Patio, Garden & Fireside 1989 - 1994
Skills
Banking, Retail Banking, Consumer Lending, Loans, Close Attention to..., Critical Thinking, Process Improvement, Operational Excellence, Risk Management, Cross Selling, Deposits, Branch Management, Lines Of Credit, Community Service, Flexible to Change, Prioritize Workload, Great Organizer, Multi Tasking, Mentoring Of Staff, Job Coaching, Training, Commercial Banking
Education
California Polytechnic State University-San Luis Obispo 1989 — 1991
Bachelor of Science (B.S.), Fashion Merchandising
Perry Dorsey Jr Perry Dorsey Jr's Santa Barbara Bank & Trust Experience 2004 - 2006
Job Experienced Accounting Coordinator
Industry Accounting
Experience
Smashburger April 2013 - May 2013
IDEO December 2007 - August 2012
Grey San Francisco July 2006 - July 2007
grey san francisco 2006 - 2007
Vantage Deluxe World Travel February 2005 - July 2006
santa barbara bank & trust 2004 - 2006
pacific capital bancorp 2004 - 2005
mccann-erickson san francisco 2001 - 2004
Skills
Microsoft Excel
Education
Saint Mary's College of California 1997 — 2002
BA, English Literature
Smashburger April 2013 - May 2013
IDEO December 2007 - August 2012
Grey San Francisco July 2006 - July 2007
grey san francisco 2006 - 2007
Vantage Deluxe World Travel February 2005 - July 2006
santa barbara bank & trust 2004 - 2006
pacific capital bancorp 2004 - 2005
mccann-erickson san francisco 2001 - 2004
Skills
Microsoft Excel
Education
Saint Mary's College of California 1997 — 2002
BA, English Literature
Jennifer Todd Jennifer Todd's Santa Barbara Bank & Trust Experience May 2007 - January 2008
Job Senior Account Manager, Media Solutions at Conversant, Inc.
Industry Marketing and Advertising
Experience
Conversant, Inc. November 2014 - Present
Commission Junction September 2011 - November 2014
Commission Junction January 2008 - September 2011
Santa Barbara Bank & Trust May 2007 - January 2008
Santa Barbara Bank & Trust February 2006 - May 2007
Santa Barbara Bank & Trust May 2003 - February 2006
Skills
Affiliate Marketing, Online Advertising, SEM, PPC, Lead Generation, Behavioral Targeting, Salesforce.com, Account Management, Mobile Marketing, Email Marketing, SEO, Digital Marketing, Web Analytics, Social Media Marketing, Advertising, Display Advertising, Customer Acquisition, Mobile Advertising, E-commerce, Google Adwords, Analytics, Online Marketing
Education
Illinois State University 1994 — 1999
Bachelor of Science (BS), Psychology & Education
Conversant, Inc. November 2014 - Present
Commission Junction September 2011 - November 2014
Commission Junction January 2008 - September 2011
Santa Barbara Bank & Trust May 2007 - January 2008
Santa Barbara Bank & Trust February 2006 - May 2007
Santa Barbara Bank & Trust May 2003 - February 2006
Skills
Affiliate Marketing, Online Advertising, SEM, PPC, Lead Generation, Behavioral Targeting, Salesforce.com, Account Management, Mobile Marketing, Email Marketing, SEO, Digital Marketing, Web Analytics, Social Media Marketing, Advertising, Display Advertising, Customer Acquisition, Mobile Advertising, E-commerce, Google Adwords, Analytics, Online Marketing
Education
Illinois State University 1994 — 1999
Bachelor of Science (BS), Psychology & Education
Demetri Snow Demetri Snow's Santa Barbara Bank & Trust Experience April 1999 - April 2006
Job Business Banking Area Manager at JPMorgan Chase
Industry Financial Services
Experience
Rabo Bank August 2015 - Present
JPMorgan Chase October 2012 - August 2015
Snow Signs July 2010 - August 2015
Kugtar Mixed Martial Arts Academy January 2006 - November 2014
JPMorgan Chase January 2010 - October 2012
Pacific Valley Bank April 2008 - October 2009
Santa Barbara Bank & Trust April 1999 - April 2006
Bank of America January 1996 - April 1999
Wells Fargo Bank January 1988 - January 1996
Skills
Accounting, Banking, Business Planning, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Direct Marketing, Finance, Financial Analysis, Forecasting, Human Resources, Loans, Management, Mergers, Microsoft Excel, New Business Development, Portfolio Management, Program Management, Relationship Management, SBA, Sales, Sales Management, Small Business, Small Business Lending, Start-ups, Training, Underwriting
Education
California State University-Fresno 1988 — 1992
BS, Business Management, Finance
Hartnell College 1986 — 1988
AA, Business Administration
Palma High School 1984 — 1986
Diploma, General Studies
Monterey Bay Academy 1982 — 1984
Rabo Bank August 2015 - Present
JPMorgan Chase October 2012 - August 2015
Snow Signs July 2010 - August 2015
Kugtar Mixed Martial Arts Academy January 2006 - November 2014
JPMorgan Chase January 2010 - October 2012
Pacific Valley Bank April 2008 - October 2009
Santa Barbara Bank & Trust April 1999 - April 2006
Bank of America January 1996 - April 1999
Wells Fargo Bank January 1988 - January 1996
Skills
Accounting, Banking, Business Planning, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Direct Marketing, Finance, Financial Analysis, Forecasting, Human Resources, Loans, Management, Mergers, Microsoft Excel, New Business Development, Portfolio Management, Program Management, Relationship Management, SBA, Sales, Sales Management, Small Business, Small Business Lending, Start-ups, Training, Underwriting
Education
California State University-Fresno 1988 — 1992
BS, Business Management, Finance
Hartnell College 1986 — 1988
AA, Business Administration
Palma High School 1984 — 1986
Diploma, General Studies
Monterey Bay Academy 1982 — 1984
Gabe Swan's Santa Barbara Bank & Trust Experience May 2007 - December 2010
Job Investment Adviser Representative
Industry Financial Services
Experience
Ameritas Investment Corp. January 2012 - Present
PHP Agency LLC January 2011 - Present
Ventura Botanical Gardens, Inc January 2009 - Present
World Financial Group (WFG) April 2010 - January 2011
Santa Barbara Bank & Trust May 2007 - December 2010
Skills
Strategic Financial..., Investments, Insurance, Financial Analysis, Financial Advisory, Retirement Planning, Finance, Fixed Annuities, IRAs, Retirement, Business Strategy, Portfolio Management, Sales Management, Wealth Management, Management, 401k, Entrepreneurship, Life Insurance, Leadership, Small Business, Public Speaking, Wealth, Financial Services, Sales, Financial Planning, Budgets, Loans
Education
University of California, Santa Barbara 1998 — 2001
Chemical Engineering
Los Angeles Valley College 2001 — 2004
Business & Finance
Ameritas Investment Corp. January 2012 - Present
PHP Agency LLC January 2011 - Present
Ventura Botanical Gardens, Inc January 2009 - Present
World Financial Group (WFG) April 2010 - January 2011
Santa Barbara Bank & Trust May 2007 - December 2010
Skills
Strategic Financial..., Investments, Insurance, Financial Analysis, Financial Advisory, Retirement Planning, Finance, Fixed Annuities, IRAs, Retirement, Business Strategy, Portfolio Management, Sales Management, Wealth Management, Management, 401k, Entrepreneurship, Life Insurance, Leadership, Small Business, Public Speaking, Wealth, Financial Services, Sales, Financial Planning, Budgets, Loans
Education
University of California, Santa Barbara 1998 — 2001
Chemical Engineering
Los Angeles Valley College 2001 — 2004
Business & Finance
Doris Kavanagh Doris Kavanagh's Santa Barbara Bank & Trust Experience August 1977 - September 2003
Job Financial Services Professional
Industry Financial Services
Experience
UVA Community Credit Union August 2015 - Present
JPMorgan Chase June 2014 - May 2015
The Bank of Santa Barbara June 2011 - 2014
Business First Bank, a division of Heritage Oaks Bank October 2008 - May 2011
Business First Bank, a division of Heritage Oaks Bank September 2003 - May 2011
Santa Barbara Bank & Trust August 1977 - September 2003
Skills
Commercial Lending, Commercial Banking, Loans, Lines Of Credit, Banking, Credit, Loan Origination, Credit Analysis, Mortgage Lending, Consumer Lending, Mortgage Banking, Cash Management, Bank Secrecy Act, Underwriting, Leadership, Leadership Development, Finance, Financial Risk, Commercial Mortgages, Portfolio Management, Refinance, Retail Banking, Risk Management, Branch Management, Small Business Lending, Cross Selling, VA loans, FHA financing, Capital Markets, Investments, USDA, Real Estate Financing, Private Banking, Mortgage Underwriting, Asset Based Lending, Credit Risk, Treasury Management, FHA, Relationship Management, AML, Financial Analysis, Residential Mortgages, Customer Service
Education
Pacific Coast Banking School 2005 — 2007
Banking and Financial Support Services, Leadership
Santa Barbara City College 1978 — 1980
Associate’s Degree, Banking and Financial Support Services
UVA Community Credit Union August 2015 - Present
JPMorgan Chase June 2014 - May 2015
The Bank of Santa Barbara June 2011 - 2014
Business First Bank, a division of Heritage Oaks Bank October 2008 - May 2011
Business First Bank, a division of Heritage Oaks Bank September 2003 - May 2011
Santa Barbara Bank & Trust August 1977 - September 2003
Skills
Commercial Lending, Commercial Banking, Loans, Lines Of Credit, Banking, Credit, Loan Origination, Credit Analysis, Mortgage Lending, Consumer Lending, Mortgage Banking, Cash Management, Bank Secrecy Act, Underwriting, Leadership, Leadership Development, Finance, Financial Risk, Commercial Mortgages, Portfolio Management, Refinance, Retail Banking, Risk Management, Branch Management, Small Business Lending, Cross Selling, VA loans, FHA financing, Capital Markets, Investments, USDA, Real Estate Financing, Private Banking, Mortgage Underwriting, Asset Based Lending, Credit Risk, Treasury Management, FHA, Relationship Management, AML, Financial Analysis, Residential Mortgages, Customer Service
Education
Pacific Coast Banking School 2005 — 2007
Banking and Financial Support Services, Leadership
Santa Barbara City College 1978 — 1980
Associate’s Degree, Banking and Financial Support Services
Stacy Nickel Stacy Nickel's Santa Barbara Bank & Trust Experience June 2001 - June 2002
Job Loan Officer Assistant at Skyline Home Loans
Industry Real Estate
Experience
Skyline Home Loans November 2014 - Present
National Bank of Kansas City May 2003 - April 2014
Columbian Bank June 2002 - May 2003
Santa Barbara Bank & Trust June 2001 - June 2002
Skills
Loans, Credit, Loan Origination, Commercial Lending, Commercial Banking, Mortgage Lending, Mortgage Banking, Credit Analysis, Banking, Management, Residential Mortgages, Finance, Refinance
Education
Moorpark College 1991 — 1993
Moorpark High School
Skyline Home Loans November 2014 - Present
National Bank of Kansas City May 2003 - April 2014
Columbian Bank June 2002 - May 2003
Santa Barbara Bank & Trust June 2001 - June 2002
Skills
Loans, Credit, Loan Origination, Commercial Lending, Commercial Banking, Mortgage Lending, Mortgage Banking, Credit Analysis, Banking, Management, Residential Mortgages, Finance, Refinance
Education
Moorpark College 1991 — 1993
Moorpark High School
Michael Sung's Santa Barbara Bank & Trust Experience March 2011 - December 2012
Job Managing Partner, Sasquatch Partners
Industry Real Estate
Experience
Sasquatch Partners, LP October 2002 - Present
Presidio Investments May 2007 - 2013
Santa Barbara Bank & Trust March 2011 - December 2012
First Industrial Realty Trust June 2006 - April 2007
LECG March 2001 - March 2004
PA Consulting May 2000 - March 2001
Skills
Mergers, Investments, Management Consulting, Due Diligence, Valuation, Real Estate Economics, Disposition, Financial Modeling, Asset Managment, Real Estate Development, Real Estate, Financial Analysis, Investment Properties, Acquisitions, Portfolio Management, Leases, Private Equity, Brokerage, Redevelopment, Capital Markets
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Real Estate Finance
Pomona College 1996 — 2000
BA, Politics, Philosophy and Economics
St. George's School 1987 — 1996
High School Diploma
Sasquatch Partners, LP October 2002 - Present
Presidio Investments May 2007 - 2013
Santa Barbara Bank & Trust March 2011 - December 2012
First Industrial Realty Trust June 2006 - April 2007
LECG March 2001 - March 2004
PA Consulting May 2000 - March 2001
Skills
Mergers, Investments, Management Consulting, Due Diligence, Valuation, Real Estate Economics, Disposition, Financial Modeling, Asset Managment, Real Estate Development, Real Estate, Financial Analysis, Investment Properties, Acquisitions, Portfolio Management, Leases, Private Equity, Brokerage, Redevelopment, Capital Markets
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Real Estate Finance
Pomona College 1996 — 2000
BA, Politics, Philosophy and Economics
St. George's School 1987 — 1996
High School Diploma
Rebecca Speck's Santa Barbara Bank & Trust Experience January 2004 - December 2004
Job Owner at Rogue Soapworks
Industry Arts and Crafts
Experience
Rogue Soapworks September 2013 - Present
Cricket Communications May 2011 - March 2013
Cricket Communications August 2007 - May 2011
Cricket Communications October 2005 - July 2007
Signet Armorlite, Inc. January 2005 - October 2005
Santa Barbara Bank & Trust January 2004 - December 2004
United States Navy July 1999 - July 2003
Skills
Performance Metrics, JavaScript, HTML, Customer Relations, Customer Service, Windows 7, SharePoint, Quality Assurance, Supervisory Skills, Microsoft Office, Analysis, Administration, Team Building, Documentation, Knowledge Management, Outlook, Problem Solving, Telecommunications, Troubleshooting, Wireless, Inventory Management, Service-now, Telecommunications..., Software Documentation, Security, Process Improvement, System Administration, Solaris, Call Centers, Customer Satisfaction, Training, Vendor Management, Management, Unix, Technical Support, Account Management, Business Process, Invoicing, System Deployment
Education
Arapahoe Community College 2009 — 2012
Lindhurst High
Rogue Soapworks September 2013 - Present
Cricket Communications May 2011 - March 2013
Cricket Communications August 2007 - May 2011
Cricket Communications October 2005 - July 2007
Signet Armorlite, Inc. January 2005 - October 2005
Santa Barbara Bank & Trust January 2004 - December 2004
United States Navy July 1999 - July 2003
Skills
Performance Metrics, JavaScript, HTML, Customer Relations, Customer Service, Windows 7, SharePoint, Quality Assurance, Supervisory Skills, Microsoft Office, Analysis, Administration, Team Building, Documentation, Knowledge Management, Outlook, Problem Solving, Telecommunications, Troubleshooting, Wireless, Inventory Management, Service-now, Telecommunications..., Software Documentation, Security, Process Improvement, System Administration, Solaris, Call Centers, Customer Satisfaction, Training, Vendor Management, Management, Unix, Technical Support, Account Management, Business Process, Invoicing, System Deployment
Education
Arapahoe Community College 2009 — 2012
Lindhurst High
Suzette Girouard's Santa Barbara Bank & Trust Experience September 2004 - December 2012
Job Special Assets Portfolio Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank January 2013 - Present
Santa Barbara Bank & Trust September 2004 - December 2012
Franklin Mint Federal Credit Union September 1994 - August 2004
Glendale Federal Bank 1987 - 1994
Skills
Solid computer skills, Loans, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Commercial Mortgages, Lines Of Credit, Underwriting, Loan Origination, Finance, Portfolio Management, Commercial Real Estate, Real Estate, Private Banking, Credit Risk, Financial Structuring, Management, Risk Management, Financial Analysis, Retail Banking, Refinance, Cross Selling, Cash Flow Lending, Analysis
Education
California State University-Fresno 1990 — 1993
Post-Baccalaureate Accounting Program, Accounting
California State University-Fresno 1980 — 1986
Bachelor of Science (BS), Viticulture and Agricultural Business
Heritage Oaks Bank January 2013 - Present
Santa Barbara Bank & Trust September 2004 - December 2012
Franklin Mint Federal Credit Union September 1994 - August 2004
Glendale Federal Bank 1987 - 1994
Skills
Solid computer skills, Loans, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Commercial Mortgages, Lines Of Credit, Underwriting, Loan Origination, Finance, Portfolio Management, Commercial Real Estate, Real Estate, Private Banking, Credit Risk, Financial Structuring, Management, Risk Management, Financial Analysis, Retail Banking, Refinance, Cross Selling, Cash Flow Lending, Analysis
Education
California State University-Fresno 1990 — 1993
Post-Baccalaureate Accounting Program, Accounting
California State University-Fresno 1980 — 1986
Bachelor of Science (BS), Viticulture and Agricultural Business
David DeLozier's Santa Barbara Bank & Trust Experience October 2011 - May 2012
Job Manager at ADI Strategies
Industry Information Technology and Services
Experience
ADI Strategies May 2012 - Present
Santa Barbara Bank & Trust October 2011 - May 2012
Caesars Entertainment April 2006 - October 2011
Ardent Health Services January 2003 - November 2005
MetLife Financial Services May 1996 - October 2002
Andersen Consulting June 1989 - May 1996
Skills
Essbase, Hyperion Planning, Financial Reporting, Financial Management, Corporate Finance, Gaming, Banking, OBIEE, DRM, Excel, SQL, FDM, EPMA, ODI, Project Management, Hyperion HFM, EPM, Analysis, Business Analysis, Mergers & Acquisitions, Microsoft Excel, Managerial Finance, Finance, Analytics, Budgets, Data Warehousing
Education
Haslam College of Business at the University of Tennessee 1987 — 1989
MBA, Finance
Carson-Newman University 1983 — 1987
BS, Business Data Processing & Management
ADI Strategies May 2012 - Present
Santa Barbara Bank & Trust October 2011 - May 2012
Caesars Entertainment April 2006 - October 2011
Ardent Health Services January 2003 - November 2005
MetLife Financial Services May 1996 - October 2002
Andersen Consulting June 1989 - May 1996
Skills
Essbase, Hyperion Planning, Financial Reporting, Financial Management, Corporate Finance, Gaming, Banking, OBIEE, DRM, Excel, SQL, FDM, EPMA, ODI, Project Management, Hyperion HFM, EPM, Analysis, Business Analysis, Mergers & Acquisitions, Microsoft Excel, Managerial Finance, Finance, Analytics, Budgets, Data Warehousing
Education
Haslam College of Business at the University of Tennessee 1987 — 1989
MBA, Finance
Carson-Newman University 1983 — 1987
BS, Business Data Processing & Management
Christy Edson's Santa Barbara Bank & Trust Experience 1997 - 2001
Job Director of Human Resources & Risk Management
Industry Hospitality
Experience
Pacifica Hotel Company June 2010 - Present
Santa Barbara Bank & Trust 1997 - 2001
Skills
Budgets, Benefits Administration
Education
Brigham Young University 1992 — 1996
Pacifica Hotel Company June 2010 - Present
Santa Barbara Bank & Trust 1997 - 2001
Skills
Budgets, Benefits Administration
Education
Brigham Young University 1992 — 1996
Todd M. French's Santa Barbara Bank & Trust Experience 2000 - 2001
Job Sales and Business Development Executive
Industry Executive Office
Experience
Inogen April 2010 - Present
United General Title Insurance Company a subsidiary of First American Title Insurance Company 2005 - 2008
Sun Coast Real Estate 2003 - 2005
Stewart Title 2001 - 2003
Santa Barbara Bank & Trust 2000 - 2001
J.E. Higgins Lumber Company 1996 - 2000
Xerox 1992 - 1996
Skills
Business Development, Management, Account Management, Sales Management, Client Development, Sales Presentations, Public Speaking, Solution Selling, Direct Sales, B2B, Medical Devices, Medical Technology, Real Estate, Banking, Insurance, Finance, Investments, Microsoft Excel, Team Leadership, Negotiation, Social Media Marketing, Customer Service, Financial Analysis, Event Planning, Advertising, Strategy, Online Advertising, Cross-functional Team..., P&L Management, Recruiting, SaaS, Coaching, Marketing Management, Forecasting, Healthcare, Retail, Time Management, Business Planning, Direct Marketing, CRM, Online Marketing, Customer Retention, Start-ups, Market Research, Enterprise Software, Entrepreneurship, Process Improvement, Medical Sales, Product Marketing, Team Management
Education
Golden Gate University
BA, Human Relations/ Business Administration
University of California, Los Angeles
Personal Financial Planning
Inogen April 2010 - Present
United General Title Insurance Company a subsidiary of First American Title Insurance Company 2005 - 2008
Sun Coast Real Estate 2003 - 2005
Stewart Title 2001 - 2003
Santa Barbara Bank & Trust 2000 - 2001
J.E. Higgins Lumber Company 1996 - 2000
Xerox 1992 - 1996
Skills
Business Development, Management, Account Management, Sales Management, Client Development, Sales Presentations, Public Speaking, Solution Selling, Direct Sales, B2B, Medical Devices, Medical Technology, Real Estate, Banking, Insurance, Finance, Investments, Microsoft Excel, Team Leadership, Negotiation, Social Media Marketing, Customer Service, Financial Analysis, Event Planning, Advertising, Strategy, Online Advertising, Cross-functional Team..., P&L Management, Recruiting, SaaS, Coaching, Marketing Management, Forecasting, Healthcare, Retail, Time Management, Business Planning, Direct Marketing, CRM, Online Marketing, Customer Retention, Start-ups, Market Research, Enterprise Software, Entrepreneurship, Process Improvement, Medical Sales, Product Marketing, Team Management
Education
Golden Gate University
BA, Human Relations/ Business Administration
University of California, Los Angeles
Personal Financial Planning
Angela Hoehne's Santa Barbara Bank & Trust Experience February 2011 - August 2011
Job Senior Consultant, Accounting Systems & Reporting
Industry Accounting
Experience
iPayment, Inc. June 2014 - Present
DLC, Inc. February 2012 - Present
Rocket Fuel Inc. December 2013 - June 2014
Global Eagle Entertainment January 2013 - December 2013
THQ 2012 - 2013
Santa Barbara Bank & Trust February 2011 - August 2011
DaVita March 2010 - February 2011
DLC, LLC. September 2007 - December 2009
Vitesse Semiconductor 2007 - 2009
National Government Services 2007 - 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Hyperion Enterprise, Forecasting, Process Improvement, Accounting, Essbase, Internal Controls, Strategic Financial..., Business Process..., Managerial Finance, Due Diligence, SEC filings, Cash Management, Mergers & Acquisitions, Finance, Financial Planning, SEC Filings
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
California Lutheran University 1998 — 2000
BS, Business Administration
iPayment, Inc. June 2014 - Present
DLC, Inc. February 2012 - Present
Rocket Fuel Inc. December 2013 - June 2014
Global Eagle Entertainment January 2013 - December 2013
THQ 2012 - 2013
Santa Barbara Bank & Trust February 2011 - August 2011
DaVita March 2010 - February 2011
DLC, LLC. September 2007 - December 2009
Vitesse Semiconductor 2007 - 2009
National Government Services 2007 - 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Hyperion Enterprise, Forecasting, Process Improvement, Accounting, Essbase, Internal Controls, Strategic Financial..., Business Process..., Managerial Finance, Due Diligence, SEC filings, Cash Management, Mergers & Acquisitions, Finance, Financial Planning, SEC Filings
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
California Lutheran University 1998 — 2000
BS, Business Administration
Kristin Kearns's Santa Barbara Bank & Trust Experience August 1997 - August 2000
Job Vice President, Branch Manager at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank August 2005 - Present
Union Bank of California August 2002 - August 2005
Santa Barbara Bank & Trust August 1997 - August 2000
Skills
Credit, Commercial Lending, Loans, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Cash Management, Commercial Banking, Branch Management, Credit Analysis, Team Building, Mortgage Banking, Financial Analysis
Education
Cuesta College 1991 — 1993
Business Administration and Management, General
Grossmont College 1989 — 1991
Business Administration and Management, General
Dos Pueblos High School 1984 — 1989
Heritage Oaks Bank August 2005 - Present
Union Bank of California August 2002 - August 2005
Santa Barbara Bank & Trust August 1997 - August 2000
Skills
Credit, Commercial Lending, Loans, Banking, Loan Origination, Mortgage Lending, Consumer Lending, Cash Management, Commercial Banking, Branch Management, Credit Analysis, Team Building, Mortgage Banking, Financial Analysis
Education
Cuesta College 1991 — 1993
Business Administration and Management, General
Grossmont College 1989 — 1991
Business Administration and Management, General
Dos Pueblos High School 1984 — 1989
Steve Newell's Santa Barbara Bank & Trust Experience January 2007 - January 2010
Job 20+ yrs SVP Commercial/Private Bank Loan Underwriter
Industry Banking
Experience
Adelaides November 2010 - Present
Pacific Western Bank(formerly First California Bank January 2010 - Present
Santa Barbara Bank & Trust January 2007 - January 2010
Wells Fargo December 2000 - December 2007
Bank of America 1999 - 2001
City National Bank 1994 - 1996
Skills
Private Banking, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Commercial Real Estate, Cash Flow Lending, Credit Risk, Real Estate Lending, Due Diligence, Real Estate Financing, Syndications
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Science (BS), Finance
Adelaides November 2010 - Present
Pacific Western Bank(formerly First California Bank January 2010 - Present
Santa Barbara Bank & Trust January 2007 - January 2010
Wells Fargo December 2000 - December 2007
Bank of America 1999 - 2001
City National Bank 1994 - 1996
Skills
Private Banking, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Commercial Real Estate, Cash Flow Lending, Credit Risk, Real Estate Lending, Due Diligence, Real Estate Financing, Syndications
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Science (BS), Finance
Becky Silvertrust's Santa Barbara Bank & Trust Experience 2003 - 2007
Job Senior Commercial Underwriter at Argent Bank
Industry Banking
Experience
Argent Bank January 2014 - Present
Rabobank June 2010 - January 2014
County Commerce Bank March 2008 - June 2011
Thrivent Financial for Lutherans May 2007 - March 2008
Santa Barbara Bank & Trust 2003 - 2007
Bridell Institute January 2002 - 2003
Skills
Loans, Finance, Commercial Lending, Financial Services, Underwriting, Management, Credit Analysis
Education
California Lutheran University 2008 — 2010
Master of Business Administration (M.B.A.)
California Lutheran University 2000 — 2004
Bachelor's degree, Finance, General
Argent Bank January 2014 - Present
Rabobank June 2010 - January 2014
County Commerce Bank March 2008 - June 2011
Thrivent Financial for Lutherans May 2007 - March 2008
Santa Barbara Bank & Trust 2003 - 2007
Bridell Institute January 2002 - 2003
Skills
Loans, Finance, Commercial Lending, Financial Services, Underwriting, Management, Credit Analysis
Education
California Lutheran University 2008 — 2010
Master of Business Administration (M.B.A.)
California Lutheran University 2000 — 2004
Bachelor's degree, Finance, General
Jeff Froehlich's Santa Barbara Bank & Trust Experience 2005 - 2007
Job Director at Kaiser Foundation Health Plan
Industry Hospital & Health Care
Experience
Kaiser Permanente February 2013 - Present
Kaiser Permanente March 2011 - February 2013
Kaiser Permanente February 2008 - May 2011
Secure Capital Solutions June 2007 - January 2008
Santa Barbara Bank & Trust 2005 - 2007
Skills
Team Leadership, Financial Analysis, Financial Planning, Six Sigma, Forecasting, Forensic Accounting, Financial Modeling, Development Of Teams, DMAIC, Microsoft Office, Situational Leadership, Influential, Strategic Planning, External Relationships, Professional Networking, Business Networking, Union Environment, Metrics, Consultative Selling, Strategic Financial..., Leadership, Group Leadership, Lean Business Processes, Innovativeness, Collaborative Innovation, Team Building, CRM, Managed Care, Process Improvement, Selling, Program Management, Management, Analysis, Finance, Healthcare, Business Analysis
Education
University of Michigan 2012 — 2012
Lean Health Care Certificate, Six Sigma Healthcare
California Lutheran University 2008 — 2010
MBA, Finance
California Lutheran University 2004 — 2006
BS, Business Management, Finance
Livermore High
Kaiser Permanente February 2013 - Present
Kaiser Permanente March 2011 - February 2013
Kaiser Permanente February 2008 - May 2011
Secure Capital Solutions June 2007 - January 2008
Santa Barbara Bank & Trust 2005 - 2007
Skills
Team Leadership, Financial Analysis, Financial Planning, Six Sigma, Forecasting, Forensic Accounting, Financial Modeling, Development Of Teams, DMAIC, Microsoft Office, Situational Leadership, Influential, Strategic Planning, External Relationships, Professional Networking, Business Networking, Union Environment, Metrics, Consultative Selling, Strategic Financial..., Leadership, Group Leadership, Lean Business Processes, Innovativeness, Collaborative Innovation, Team Building, CRM, Managed Care, Process Improvement, Selling, Program Management, Management, Analysis, Finance, Healthcare, Business Analysis
Education
University of Michigan 2012 — 2012
Lean Health Care Certificate, Six Sigma Healthcare
California Lutheran University 2008 — 2010
MBA, Finance
California Lutheran University 2004 — 2006
BS, Business Management, Finance
Livermore High
James Manoledes's Santa Barbara Bank & Trust Experience 2011 - September 2013
Job Realtor Berkshire Hathaway HomeServices (BRE#01946575)
Industry Real Estate
Experience
Berkshire Hathaway HomeServices February 2014 - Present
Santa Barbara Bank & Trust 2011 - September 2013
Greater Bay Business Funding May 2003 - January 2008
Skills
Residential Real Estate, First Time Home Buyers, New Home Sales, Existing Home Sales, Senior Real Estate, Green Real Estate, Home Staging, Real Estate Transactions, Real Estate Investment..., Real Estate Investor, Mortgage Lending, Banking, Commercial Banking, Retail Banking, Commercial Lending, Credit Analysis, Underwriting, Credit, Small Business Lending, Loans, Lines Of Credit, Portfolio Management, Asset Based Lending, Consumer Lending, Credit Risk, Treasury Management
Education
California State University-Los Angeles
BS Business Administration, Finance
Berkshire Hathaway HomeServices February 2014 - Present
Santa Barbara Bank & Trust 2011 - September 2013
Greater Bay Business Funding May 2003 - January 2008
Skills
Residential Real Estate, First Time Home Buyers, New Home Sales, Existing Home Sales, Senior Real Estate, Green Real Estate, Home Staging, Real Estate Transactions, Real Estate Investment..., Real Estate Investor, Mortgage Lending, Banking, Commercial Banking, Retail Banking, Commercial Lending, Credit Analysis, Underwriting, Credit, Small Business Lending, Loans, Lines Of Credit, Portfolio Management, Asset Based Lending, Consumer Lending, Credit Risk, Treasury Management
Education
California State University-Los Angeles
BS Business Administration, Finance
Kimberly Globerman's Santa Barbara Bank & Trust Experience January 1999 - July 2000
Job Human Resources Associate at PlanMember Financial Corporation
Industry Financial Services
Experience
PlanMember Financial Corporation December 2003 - Present
Windstar Cruises / Ambassadors International Inc. May 1998 - July 2003
WindStar Cruises 1998 - 2003
Santa Barbara Bank & Trust January 1999 - July 2000
Skills
Employee Relations, Event Planning, Event Management, PowerPoint, Excel, Customer Service, Visio, Recruitment/Retention, College Recruiting, Management, Public Relations, Human Resources, Leadership, Training, Microsoft Excel, Recruiting, Interviews, Personnel Management, Employee Benefits, Research, Onboarding, Coaching, Organizational..., Administration, Team Building, Social Networking, Outlook, Employee Training
Education
UCSB Extension 2010 — 2013
Certificate Progrom, Human Resource Management
Long Island University, C.W. Post Campus
Bachelor's Degree, BFA in Theater & Dance
High School of Music and Art
High School Diploma, Voice
Baldwin
PlanMember Financial Corporation December 2003 - Present
Windstar Cruises / Ambassadors International Inc. May 1998 - July 2003
WindStar Cruises 1998 - 2003
Santa Barbara Bank & Trust January 1999 - July 2000
Skills
Employee Relations, Event Planning, Event Management, PowerPoint, Excel, Customer Service, Visio, Recruitment/Retention, College Recruiting, Management, Public Relations, Human Resources, Leadership, Training, Microsoft Excel, Recruiting, Interviews, Personnel Management, Employee Benefits, Research, Onboarding, Coaching, Organizational..., Administration, Team Building, Social Networking, Outlook, Employee Training
Education
UCSB Extension 2010 — 2013
Certificate Progrom, Human Resource Management
Long Island University, C.W. Post Campus
Bachelor's Degree, BFA in Theater & Dance
High School of Music and Art
High School Diploma, Voice
Baldwin
Anne Babb's Santa Barbara Bank & Trust Experience September 2008 - November 2012
Job VP, Sr Employee Relations Consultant at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Santa Barbara Bank & Trust September 2008 - November 2012
Countrywide 1997 - August 2008
Education
Cornell University 1976 — 1980
BS ILR, Industrial and Labor Relations
Union Bank December 2012 - Present
Santa Barbara Bank & Trust September 2008 - November 2012
Countrywide 1997 - August 2008
Education
Cornell University 1976 — 1980
BS ILR, Industrial and Labor Relations
Donald Toussaint's Santa Barbara Bank & Trust Experience January 1999 - October 2009
Job EVP Regional Manager Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank January 2015 - Present
Rabobank October 2009 - December 2014
Santa Barbara Bank & Trust January 1999 - October 2009
Fleet Bank October 1994 - January 1999
Bank of Boston June 1992 - September 1994
Security Pacific Bank November 1979 - June 1992
Skills
Line of Business..., Sales Management, Change Management, Commercial Banking, Asset Based Lending, Portfolio Management, Structured Finance, Wealth Management, Treasury Management, Commercial Lending, Small Business Lending, Capital Markets, Financial Markets, Loans, Financial Risk, Credit Analysis, Credit, Risk Management, Credit Risk, Banking, Private Banking, Lines Of Credit, Middle Market, Finance, Loan Origination, Mortgage Lending, Cash Management, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Retail Banking, Management, Executive Management
Education
University of California, Los Angeles - The Anderson School of Management 1974 — 1976
MBA, Finance and Accounting
Colby College
BS, Administrative Sciences
Citizens Business Bank January 2015 - Present
Rabobank October 2009 - December 2014
Santa Barbara Bank & Trust January 1999 - October 2009
Fleet Bank October 1994 - January 1999
Bank of Boston June 1992 - September 1994
Security Pacific Bank November 1979 - June 1992
Skills
Line of Business..., Sales Management, Change Management, Commercial Banking, Asset Based Lending, Portfolio Management, Structured Finance, Wealth Management, Treasury Management, Commercial Lending, Small Business Lending, Capital Markets, Financial Markets, Loans, Financial Risk, Credit Analysis, Credit, Risk Management, Credit Risk, Banking, Private Banking, Lines Of Credit, Middle Market, Finance, Loan Origination, Mortgage Lending, Cash Management, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Retail Banking, Management, Executive Management
Education
University of California, Los Angeles - The Anderson School of Management 1974 — 1976
MBA, Finance and Accounting
Colby College
BS, Administrative Sciences
Michael Serio's Santa Barbara Bank & Trust Experience August 1998 - Present
Job Branch Manager SBB&T
Industry Banking
Experience
Santa Barbara Bank & Trust August 1998 - Present
Home Vitality January 1996 - June 1998
Education
College of DuPage
Santa Barbara Bank & Trust August 1998 - Present
Home Vitality January 1996 - June 1998
Education
College of DuPage
Buz Shannon's Santa Barbara Bank & Trust Experience 2012 - Present
Job Chief Risk Officer at Pacific Capital Bancorp
Industry Banking
Experience
Santa Barbara Bank & Trust 2012 - Present
Pacific Capital Bancorp September 2010 - Present
Greater Bay Bank December 2002 - December 2007
California Federal Bank August 1993 - November 2002
Office of Thrift Supervision October 1986 - August 1993
Education
University of San Francisco 1985 — 1986
M.B.A., Finance
Miami University 1970 — 1974
B.A., Sociology/Anthropology
Santa Barbara Bank & Trust 2012 - Present
Pacific Capital Bancorp September 2010 - Present
Greater Bay Bank December 2002 - December 2007
California Federal Bank August 1993 - November 2002
Office of Thrift Supervision October 1986 - August 1993
Education
University of San Francisco 1985 — 1986
M.B.A., Finance
Miami University 1970 — 1974
B.A., Sociology/Anthropology
Allison Fitton's Santa Barbara Bank & Trust Experience August 1997 - June 2001
Job Box Office Manager at Santa Barbara Bowl Foundation
Industry Music
Experience
Santa Barbara Bowl Foundation March 1997 - Present
Santa Barbara Bank & Trust August 1997 - June 2001
Sonatech, Inc. June 1991 - November 1996
Education
Santa Barbara City College 1989 — 1996
certificate, Criminal Justice and Corrections
Santa Barbara Bowl Foundation March 1997 - Present
Santa Barbara Bank & Trust August 1997 - June 2001
Sonatech, Inc. June 1991 - November 1996
Education
Santa Barbara City College 1989 — 1996
certificate, Criminal Justice and Corrections
Emily Huong Kim's Santa Barbara Bank & Trust Experience June 2000 - June 2001
Job Special Projects & Events Coordinator at FIDM
Industry Marketing and Advertising
Experience
FIDM/Fashion Institute August 2007 - Present
FIDM August 2004 - August 2007
Star Marketing & Media April 2003 - July 2004
Santa Barbara Bank & Trust June 2000 - June 2001
Education
University of California, Santa Barbara 1998 — 2003
BA, Sociology
De Anza College
Marketing Management
FIDM/Fashion Institute August 2007 - Present
FIDM August 2004 - August 2007
Star Marketing & Media April 2003 - July 2004
Santa Barbara Bank & Trust June 2000 - June 2001
Education
University of California, Santa Barbara 1998 — 2003
BA, Sociology
De Anza College
Marketing Management
Tom Mortensen's Santa Barbara Bank & Trust Experience September 2008 - October 2009
Job Credit Products Officer III at Bank of the West
Industry Banking
Experience
Bank of the West December 2014 - Present
Rabobank, N.A. June 2012 - December 2014
Rabobank, N.A. October 2009 - June 2012
Santa Barbara Bank & Trust September 2008 - October 2009
Santa Barbara Bank & Trust January 2002 - September 2008
Encino State Bank 2000 - 2001
First Professional Bank 1998 - 2000
Santa Monica Bank 1988 - 1998
Skills
Commercial Banking, Risk Management, Commercial Lending, Underwriting, Financial Analysis, Credit Analysis, Loans, Credit, Loan Work-outs, Banking, Strategy, Leadership, Asset Based Lending, Asset Management, Commercial Real Estate, Mergers & Acquisitions, Portfolio Management, Management, Credit Risk, Treasury Management, Loan Origination, Small Business Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2001
MBA, Business
University of San Diego 1983 — 1987
B.A., Business Administration
University of Southern California 1982 — 1983
Ccs
Loyola
Bank of the West December 2014 - Present
Rabobank, N.A. June 2012 - December 2014
Rabobank, N.A. October 2009 - June 2012
Santa Barbara Bank & Trust September 2008 - October 2009
Santa Barbara Bank & Trust January 2002 - September 2008
Encino State Bank 2000 - 2001
First Professional Bank 1998 - 2000
Santa Monica Bank 1988 - 1998
Skills
Commercial Banking, Risk Management, Commercial Lending, Underwriting, Financial Analysis, Credit Analysis, Loans, Credit, Loan Work-outs, Banking, Strategy, Leadership, Asset Based Lending, Asset Management, Commercial Real Estate, Mergers & Acquisitions, Portfolio Management, Management, Credit Risk, Treasury Management, Loan Origination, Small Business Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2001
MBA, Business
University of San Diego 1983 — 1987
B.A., Business Administration
University of Southern California 1982 — 1983
Ccs
Loyola
Angela Vera's Santa Barbara Bank & Trust Experience October 2002 - August 2003
Job Sr. Manager at Amgen
Industry Biotechnology
Experience
Amgen July 2015 - Present
Amgen March 2009 - July 2015
Amgen October 2006 - March 2009
Amgen, Inc. February 2005 - October 2006
Cardinal Health, Inc. October 2003 - February 2005
Santa Barbara Bank & Trust October 2002 - August 2003
Ericcson June 2000 - July 2002
Education
Pepperdine University 1996 — 2000
BS, Business Administration
Amgen July 2015 - Present
Amgen March 2009 - July 2015
Amgen October 2006 - March 2009
Amgen, Inc. February 2005 - October 2006
Cardinal Health, Inc. October 2003 - February 2005
Santa Barbara Bank & Trust October 2002 - August 2003
Ericcson June 2000 - July 2002
Education
Pepperdine University 1996 — 2000
BS, Business Administration
Jim Wightman's Santa Barbara Bank & Trust Experience December 2002 - May 2003
Job Program Manager
Industry Transportation/Trucking/Railroad
Experience
Miramar Transportation 2003 - Present
Santa Barbara Bank & Trust December 2002 - May 2003
COMMERCE ONE CORPORATION March 2000 - April 2002
EPICOR, INC September 1999 - January 2000
Education
Coleman College 1998 — 2004
Master, Information systems
Miramar Transportation 2003 - Present
Santa Barbara Bank & Trust December 2002 - May 2003
COMMERCE ONE CORPORATION March 2000 - April 2002
EPICOR, INC September 1999 - January 2000
Education
Coleman College 1998 — 2004
Master, Information systems
Mark Weinstein's Santa Barbara Bank & Trust Experience June 2007 - April 2010
Job Business Banking Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank April 2010 - Present
Santa Barbara Bank & Trust June 2007 - April 2010
City National Bank 2004 - 2007
Skills
Credit Analysis, Underwriting, Financial Analysis, Commercial Banking, Banking, Credit, Commercial Lending, Credit Risk, Portfolio Management, Small Business Lending, Asset Based Lending, Lines Of Credit, Loans, Commercial Mortgages, Consumer Lending, Cash Flow Lending, Financial Risk, Middle Market, Cross Selling, Private Banking, Relationship Management, Capital Markets, Loan Origination, Financial Services, Treasury Management
Education
California State University-Northridge 1984 — 1989
B.S., Finance
First Republic Bank April 2010 - Present
Santa Barbara Bank & Trust June 2007 - April 2010
City National Bank 2004 - 2007
Skills
Credit Analysis, Underwriting, Financial Analysis, Commercial Banking, Banking, Credit, Commercial Lending, Credit Risk, Portfolio Management, Small Business Lending, Asset Based Lending, Lines Of Credit, Loans, Commercial Mortgages, Consumer Lending, Cash Flow Lending, Financial Risk, Middle Market, Cross Selling, Private Banking, Relationship Management, Capital Markets, Loan Origination, Financial Services, Treasury Management
Education
California State University-Northridge 1984 — 1989
B.S., Finance
Luis Landaverde's Santa Barbara Bank & Trust Experience 1997 - 2000
Job Teacher
Industry Education Management
Experience
VUSD August 2006 - Present
San Diego County Credit Union 2001 - 2005
Santa Barbara Bank & Trust 1997 - 2000
Nordstrom 1995 - 1997
Skills
Curriculum Design, Curriculum Development, Public Speaking, Teaching, Educational Leadership, Classroom, Lesson Planning, Educational Technology, Tutoring, Classroom Management, Teacher Training, Staff Development, Higher Education, Organizational..., Coaching
Education
California State University San Marcos 2011 — 2012
Master’s Degree, Educational Leadership and Administration, General
California State University San Marcos 2004 — 2006
Educational Credential, Secondary Education and Teaching
California State University San Marcos 2002 — 2004
Bachelor’s Degree, Spanish Language and Literature
VUSD August 2006 - Present
San Diego County Credit Union 2001 - 2005
Santa Barbara Bank & Trust 1997 - 2000
Nordstrom 1995 - 1997
Skills
Curriculum Design, Curriculum Development, Public Speaking, Teaching, Educational Leadership, Classroom, Lesson Planning, Educational Technology, Tutoring, Classroom Management, Teacher Training, Staff Development, Higher Education, Organizational..., Coaching
Education
California State University San Marcos 2011 — 2012
Master’s Degree, Educational Leadership and Administration, General
California State University San Marcos 2004 — 2006
Educational Credential, Secondary Education and Teaching
California State University San Marcos 2002 — 2004
Bachelor’s Degree, Spanish Language and Literature
Brandon Dietrich's Santa Barbara Bank & Trust Experience December 2002 - September 2007
Job Chief Financial Officer at S&S Seeds Inc
Industry Farming
Experience
S&S Seeds Inc September 2007 - Present
Santa Barbara Bank & Trust December 2002 - September 2007
Skills
Banking, Financial Analysis, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of California, Santa Barbara 1999 — 2002
Economics, Economics
S&S Seeds Inc September 2007 - Present
Santa Barbara Bank & Trust December 2002 - September 2007
Skills
Banking, Financial Analysis, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of California, Santa Barbara 1999 — 2002
Economics, Economics
Brenda Boggioni's Santa Barbara Bank & Trust Experience December 2005 - April 2007
Job Vice President/Retail Banking Manager at Opus Bank
Industry Banking
Experience
Opus Bank November 2011 - Present
San Diego National Bank April 2008 - January 2012
Santa Barbara Bank & Trust December 2005 - April 2007
Education
San Diego State University-California State University 1980 — 1984
BS, Education
Opus Bank November 2011 - Present
San Diego National Bank April 2008 - January 2012
Santa Barbara Bank & Trust December 2005 - April 2007
Education
San Diego State University-California State University 1980 — 1984
BS, Education
Cheryl Zaffuto's Santa Barbara Bank & Trust Experience October 1998 - January 2005
Job Branch Service Specialist at Union Bank
Industry Banking
Experience
Union Bank August 2014 - Present
Union Bank formerly Santa Barbara Bank & Trust February 2005 - July 2013
Santa Barbara Bank & Trust October 1998 - January 2005
Kay Bee Toys September 1989 - September 1998
Skills
Banking, Disaster Recovery, SharePoint, Vendor Management, Customer Service, Data Center, Management, Windows Server, Network Security, Active Directory, Information Security, SQL, SDLC, Risk Management, Integration, Visio, VMware, IT Management, Project Management, Sarbanes-Oxley Act, Unix, System Administration, ITIL, Servers, Business Analysis, Security, Business Intelligence, Databases, Risk Assessment, Enterprise Architecture, CISSP, PeopleSoft
Education
Fashion Institute of Design & Merchandising 1985 — 1986
Associate's degree, Business Administration and Management, General, Cum Laude and Honor Roll
Santa Barbara City College 1983 — 1984
Business Administration and Management, General
Union Bank August 2014 - Present
Union Bank formerly Santa Barbara Bank & Trust February 2005 - July 2013
Santa Barbara Bank & Trust October 1998 - January 2005
Kay Bee Toys September 1989 - September 1998
Skills
Banking, Disaster Recovery, SharePoint, Vendor Management, Customer Service, Data Center, Management, Windows Server, Network Security, Active Directory, Information Security, SQL, SDLC, Risk Management, Integration, Visio, VMware, IT Management, Project Management, Sarbanes-Oxley Act, Unix, System Administration, ITIL, Servers, Business Analysis, Security, Business Intelligence, Databases, Risk Assessment, Enterprise Architecture, CISSP, PeopleSoft
Education
Fashion Institute of Design & Merchandising 1985 — 1986
Associate's degree, Business Administration and Management, General, Cum Laude and Honor Roll
Santa Barbara City College 1983 — 1984
Business Administration and Management, General
Frank Tabar's Santa Barbara Bank & Trust Experience 2007 - 2010
Job SVP, Strategic Risk and Operating Officer
Industry Banking
Experience
Farmers & Merchants Bank of Long Beach Technology Management; Information Security; Trust Company Operations, Risk and Compliance Management Oversight.VP and Sr. Strategic Proj and Trust Ops Mgr.Bank of the WestJuly 2010 - June 2012
Santa Barbara Bank & Trust 2007 - 2010
Santa Barbara Bank & Trust 1995 - 2007
Skills
Wealth Management, Banking, Risk Management, Securities, Mutual Funds, Cash Management, Financial Analysis, Credit, Investment Management, Asset Managment, Auditing, Capital Markets, Internal Audit, Financial Risk, Strategic Planning, Treasury Management, Accounting, Private Banking, Structured Finance, Financial Markets, Mergers & Acquisitions, Corporate Finance, AML, Credit Analysis, Financial Services, Asset Management, Project Management, Relationship Management, Strategy, Vendor Management, Finance
Education
National University 1983 — 1986
MBA, Financial Management
Alliant International University-San Diego Scripps Ranch
BA, Business Administration
Farmers & Merchants Bank of Long Beach Technology Management; Information Security; Trust Company Operations, Risk and Compliance Management Oversight.VP and Sr. Strategic Proj and Trust Ops Mgr.Bank of the WestJuly 2010 - June 2012
Santa Barbara Bank & Trust 2007 - 2010
Santa Barbara Bank & Trust 1995 - 2007
Skills
Wealth Management, Banking, Risk Management, Securities, Mutual Funds, Cash Management, Financial Analysis, Credit, Investment Management, Asset Managment, Auditing, Capital Markets, Internal Audit, Financial Risk, Strategic Planning, Treasury Management, Accounting, Private Banking, Structured Finance, Financial Markets, Mergers & Acquisitions, Corporate Finance, AML, Credit Analysis, Financial Services, Asset Management, Project Management, Relationship Management, Strategy, Vendor Management, Finance
Education
National University 1983 — 1986
MBA, Financial Management
Alliant International University-San Diego Scripps Ranch
BA, Business Administration
Arianne Hall's Santa Barbara Bank & Trust Experience October 2006 - April 2013
Job Vice President, Treasury Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Santa Barbara Bank & Trust October 2006 - April 2013
Wells Fargo 2000 - 2006
Skills
Commercial Banking, Cash Management, Treasury Management, Cross Selling, Relationship Management, Deposits, Payments, ACH, Treasury Services, Business Development, Internet Banking, Credit Analysis, Management, Credit, Small Business Lending, Commercial Lending, Banking, Lines Of Credit, Retail Banking, Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 2000
BS, Agriculture
Union Bank December 2012 - Present
Santa Barbara Bank & Trust October 2006 - April 2013
Wells Fargo 2000 - 2006
Skills
Commercial Banking, Cash Management, Treasury Management, Cross Selling, Relationship Management, Deposits, Payments, ACH, Treasury Services, Business Development, Internet Banking, Credit Analysis, Management, Credit, Small Business Lending, Commercial Lending, Banking, Lines Of Credit, Retail Banking, Loans
Education
California Polytechnic State University-San Luis Obispo 1994 — 2000
BS, Agriculture
Randy J. Reyes's Santa Barbara Bank & Trust Experience June 2012 - August 2012
Job 2015 Law Graduate
Industry Law Practice
Experience
Santa Lucia Preserve June 2010 - Present
Chambers of Hon. Beth L. Freeman, United States District Judge for Northern District of California May 2014 - August 2014
San Jose City Attorney's Office January 2014 - April 2014
Hewlett-Packard June 2013 - August 2013
Santa Barbara Bank & Trust June 2012 - August 2012
Paluca Trattoria May 2010 - August 2012
Brandes Investment Partners June 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Spanish, Public Speaking, Social Media, Customer Service, Marketing, Team Leadership, Financial Analysis, Project Management, Lexis Nexus, Westlaw, Research, Legal Research, Legal Writing, Legal Assistance, Courts
Education
Santa Clara University School of Law 2012 — 2015
Doctor of Law (J.D.), High Tech Law Certificate, Corporate Specialization
Universidad de Carlos III 2010 — 2011
Business Administration in Spanish
San Diego State University-California State University 2008 — 2010
B.A. International Business Finance, (Finance/Spanish/Western Europe)
Monterey Peninsula College 2006 — 2008
Associates of Arts with Honors, University Studies
Santa Lucia Preserve June 2010 - Present
Chambers of Hon. Beth L. Freeman, United States District Judge for Northern District of California May 2014 - August 2014
San Jose City Attorney's Office January 2014 - April 2014
Hewlett-Packard June 2013 - August 2013
Santa Barbara Bank & Trust June 2012 - August 2012
Paluca Trattoria May 2010 - August 2012
Brandes Investment Partners June 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Spanish, Public Speaking, Social Media, Customer Service, Marketing, Team Leadership, Financial Analysis, Project Management, Lexis Nexus, Westlaw, Research, Legal Research, Legal Writing, Legal Assistance, Courts
Education
Santa Clara University School of Law 2012 — 2015
Doctor of Law (J.D.), High Tech Law Certificate, Corporate Specialization
Universidad de Carlos III 2010 — 2011
Business Administration in Spanish
San Diego State University-California State University 2008 — 2010
B.A. International Business Finance, (Finance/Spanish/Western Europe)
Monterey Peninsula College 2006 — 2008
Associates of Arts with Honors, University Studies
John Dickman's Santa Barbara Bank & Trust Experience March 2009 - April 2012
Job SVP, Credit Risk Review Manager at City National Bank
Industry Banking
Experience
City National Bank April 2012 - Present
Santa Barbara Bank & Trust March 2009 - April 2012
OCC 1981 - 2001
Education
Rockhurst College 1978 — 1982
BS/BA, Marketing/Management
City National Bank April 2012 - Present
Santa Barbara Bank & Trust March 2009 - April 2012
OCC 1981 - 2001
Education
Rockhurst College 1978 — 1982
BS/BA, Marketing/Management
Arthur (Billy) Gilmore's Santa Barbara Bank & Trust Experience August 2010 - April 2013
Job Commercial Finance & Banking
Industry Banking
Experience
Union Bank April 2013 - Present
Santa Barbara Bank & Trust August 2010 - April 2013
Pacific Capital Bancorp January 2008 - August 2010
Pacific Capital Bancorp July 2006 - December 2007
Pacific Capital Bancorp August 2005 - July 2006
Skills
Commercial Lending, Financial Analysis, Banking, Credit, Commercial Banking, Loans, Excel, Customer Relations, Customer Service, Portfolio Management, Finance, Credit Analysis
Education
California State University-Chico
Psychology
Union Bank April 2013 - Present
Santa Barbara Bank & Trust August 2010 - April 2013
Pacific Capital Bancorp January 2008 - August 2010
Pacific Capital Bancorp July 2006 - December 2007
Pacific Capital Bancorp August 2005 - July 2006
Skills
Commercial Lending, Financial Analysis, Banking, Credit, Commercial Banking, Loans, Excel, Customer Relations, Customer Service, Portfolio Management, Finance, Credit Analysis
Education
California State University-Chico
Psychology
Greg Cope's Santa Barbara Bank & Trust Experience November 1990 - April 2013
Job System Analyst at Valley Children's Hospital
Industry Information Technology and Services
Experience
Valley Children's Hospital October 2013 - Present
Santa Barbara Bank & Trust November 1990 - April 2013
Mission Linen Supply March 1985 - November 1990
Electronic Data Systems March 1984 - March 1985
Mission Linen Supply May 1981 - March 1984
Skills
SQL Server, SQL, Cloud Computing, Microsoft SQL Server, DB2, SharePoint, JavaScript, Disaster Recovery, Analysis, Business Analysis, MySQL, XML, Integration, Software Development, SOAP, Business Intelligence, Software Project..., Security, Linux, Agile Methodologies, Oracle, Data Center, SDLC, Java, Testing, HTML, Unix, Windows Server, Project Management, ISO8583, Software Design, Requirements Analysis, ITIL, Servers, IT Management, Web Applications, Visio, Vendor Management, Enterprise Architecture, Windows, Software Documentation, Apache, PHP, VMware, EMV, Process Improvement, Scrum, Microsoft Excel, C#, COBOLII
Education
Cal Poly San Luis Obispo
Valley Children's Hospital October 2013 - Present
Santa Barbara Bank & Trust November 1990 - April 2013
Mission Linen Supply March 1985 - November 1990
Electronic Data Systems March 1984 - March 1985
Mission Linen Supply May 1981 - March 1984
Skills
SQL Server, SQL, Cloud Computing, Microsoft SQL Server, DB2, SharePoint, JavaScript, Disaster Recovery, Analysis, Business Analysis, MySQL, XML, Integration, Software Development, SOAP, Business Intelligence, Software Project..., Security, Linux, Agile Methodologies, Oracle, Data Center, SDLC, Java, Testing, HTML, Unix, Windows Server, Project Management, ISO8583, Software Design, Requirements Analysis, ITIL, Servers, IT Management, Web Applications, Visio, Vendor Management, Enterprise Architecture, Windows, Software Documentation, Apache, PHP, VMware, EMV, Process Improvement, Scrum, Microsoft Excel, C#, COBOLII
Education
Cal Poly San Luis Obispo
Coleman Lunt's Santa Barbara Bank & Trust Experience January 2005 - December 2008
Job Commercial Lines Associate at Arbella Insurance Group
Industry Marketing and Advertising
Experience
Commercial Lines September 2010 - Present
Arbella Insurance Group August 2010 - Present
Mortgage Funding Corporation January 2003 - Present
INC January 2002 - Present
Morgan Stanley January 2002 - Present
Vector Marketing January 2010 - July 2010
Vector Marketing January 2010 - July 2010
Santa Barbara Bank & Trust January 2005 - December 2008
Santa Barbara Bank & Trust January 2005 - January 2008
Stran & Company January 2003 - January 2005
Skills
Marketing, Management, Training
Education
National University 2008 — 2009
Master's degree, Strategic Communications, 3.0
The National University
Masters Degree, Strategic Communications
Massachusetts College of Liberal Arts 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.0
Massachusetts College of Liberal Arts
Bachelor of Arts, Business Administration; Marketing
Silver Lake Regional High School
High School Diploma
Commercial Lines September 2010 - Present
Arbella Insurance Group August 2010 - Present
Mortgage Funding Corporation January 2003 - Present
INC January 2002 - Present
Morgan Stanley January 2002 - Present
Vector Marketing January 2010 - July 2010
Vector Marketing January 2010 - July 2010
Santa Barbara Bank & Trust January 2005 - December 2008
Santa Barbara Bank & Trust January 2005 - January 2008
Stran & Company January 2003 - January 2005
Skills
Marketing, Management, Training
Education
National University 2008 — 2009
Master's degree, Strategic Communications, 3.0
The National University
Masters Degree, Strategic Communications
Massachusetts College of Liberal Arts 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.0
Massachusetts College of Liberal Arts
Bachelor of Arts, Business Administration; Marketing
Silver Lake Regional High School
High School Diploma
Bryan Hamer's Santa Barbara Bank & Trust Experience June 2010 - May 2013
Job Accounting Professional
Industry Accounting
Experience
Banc of California December 2013 - March 2015
Santa Barbara Bank & Trust June 2010 - May 2013
Affinity Bank August 2005 - December 2009
Hamer Handyman Service January 2004 - August 2005
PDI, Inc. June 1999 - December 2003
Horace Mann June 1998 - May 1999
Great Western Bank/WAMU September 1988 - May 1998
Skills
Accounting, Banking, REO, Variance Analysis, General Ledger, Account Reconciliation, Financial Reporting, Mergers & Acquisitions, 1099 Preparation, Accounts Payable, Journal Entries, PeopleSoft, Microsoft Excel, Microsoft Word, Finance, Financial Analysis, Cash Flow
Education
University of Redlands
Bachelor of Science (B.S.), Business Administration and Management, General
Fullerton College
Associate's degree, Accounting
Banc of California December 2013 - March 2015
Santa Barbara Bank & Trust June 2010 - May 2013
Affinity Bank August 2005 - December 2009
Hamer Handyman Service January 2004 - August 2005
PDI, Inc. June 1999 - December 2003
Horace Mann June 1998 - May 1999
Great Western Bank/WAMU September 1988 - May 1998
Skills
Accounting, Banking, REO, Variance Analysis, General Ledger, Account Reconciliation, Financial Reporting, Mergers & Acquisitions, 1099 Preparation, Accounts Payable, Journal Entries, PeopleSoft, Microsoft Excel, Microsoft Word, Finance, Financial Analysis, Cash Flow
Education
University of Redlands
Bachelor of Science (B.S.), Business Administration and Management, General
Fullerton College
Associate's degree, Accounting
Bonnie Delahunty's Santa Barbara Bank & Trust Experience November 2005 - January 2009
Job Cell Culture Manufacturing Supervisor 1 for Baxter Bioscience
Industry Biotechnology
Experience
Baxalta November 2013 - Present
Baxter International Inc. October 2009 - November 2013
Santa Barbara Bank & Trust November 2005 - January 2009
Bank of America November 2001 - November 2005
Skills
GMP, Customer Service, Manufacturing, Process Improvement, Software Documentation, Cross-functional Team..., Quality Assurance, Continuous Improvement, FDA, Quality System, Biotechnology, CAPA
Education
California State University-Channel Islands 2006 — 2010
B.S., Biology: Molecular & Cellular, Minor: Chemistry
Oxnard College 2002 — 2005
A.A./A.S., General
Baxalta November 2013 - Present
Baxter International Inc. October 2009 - November 2013
Santa Barbara Bank & Trust November 2005 - January 2009
Bank of America November 2001 - November 2005
Skills
GMP, Customer Service, Manufacturing, Process Improvement, Software Documentation, Cross-functional Team..., Quality Assurance, Continuous Improvement, FDA, Quality System, Biotechnology, CAPA
Education
California State University-Channel Islands 2006 — 2010
B.S., Biology: Molecular & Cellular, Minor: Chemistry
Oxnard College 2002 — 2005
A.A./A.S., General
Saxon Knauss's Santa Barbara Bank & Trust Experience March 2010 - August 2011
Job VP, Commercial Portfolio Manager at California United Bank`
Industry Banking
Experience
California United Bank` August 2011 - Present
Santa Barbara Bank & Trust March 2010 - August 2011
Santa Barbara Bank & Trust March 2009 - March 2010
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Finance
California State University Channel Islands 2004 — 2006
B.S., Business
California United Bank` August 2011 - Present
Santa Barbara Bank & Trust March 2010 - August 2011
Santa Barbara Bank & Trust March 2009 - March 2010
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Finance
California State University Channel Islands 2004 — 2006
B.S., Business
Jayant Jain, PMP®'s Santa Barbara Bank & Trust Experience January 2008 - Present
Job Tech. Lead
Industry Banking
Experience
Santa Barbara Bank & Trust January 2008 - Present
Santa Barbara Bank & Trust March 2002 - December 2007
CAPITA TECH. INC April 1998 - February 2002
CSAT Systems January 1992 - March 1998
Skills
Java, J2EE Application..., Visual C++, JavaScript, PHP, Python, REXX, AJAX, Spring, Java Certified..., Sonic MQ, WebSphere MQ, JMS, JSP, Servlets, XML, JUnit, DB2, Oracle, PeopleSoft, MySQL, MS-SQL Server, Sybase, JRun, Tomcat, HTML, Eclipse, PowerBuilder, Clipper, FoxPro, Informatica, AIX, Red Hat Linux, UML, Rational Rose..., Business Objects, SOAP, SoapUI, Pro-IV, Microsoft SQL Server, SDLC, Integration, Ant, SQL, Unix, Business Requirements, Requirements Analysis, Databases, Scrum, Agile Methodologies
Education
Barkatullah Vishwavidyalaya 1988 — 1991
Master of Computer Applications (M.C.A.), Computer Software Engineering
Santa Barbara Bank & Trust January 2008 - Present
Santa Barbara Bank & Trust March 2002 - December 2007
CAPITA TECH. INC April 1998 - February 2002
CSAT Systems January 1992 - March 1998
Skills
Java, J2EE Application..., Visual C++, JavaScript, PHP, Python, REXX, AJAX, Spring, Java Certified..., Sonic MQ, WebSphere MQ, JMS, JSP, Servlets, XML, JUnit, DB2, Oracle, PeopleSoft, MySQL, MS-SQL Server, Sybase, JRun, Tomcat, HTML, Eclipse, PowerBuilder, Clipper, FoxPro, Informatica, AIX, Red Hat Linux, UML, Rational Rose..., Business Objects, SOAP, SoapUI, Pro-IV, Microsoft SQL Server, SDLC, Integration, Ant, SQL, Unix, Business Requirements, Requirements Analysis, Databases, Scrum, Agile Methodologies
Education
Barkatullah Vishwavidyalaya 1988 — 1991
Master of Computer Applications (M.C.A.), Computer Software Engineering
Boris Maksimov's Santa Barbara Bank & Trust Experience December 2005 - June 2007
Job Hello World!
Industry Computer Software
Experience
Q2ebanking June 2012 - Present
Q2ebanking May 2011 - June 2012
Banker's Toolbox August 2008 - April 2011
Montecito Bank & Trust June 2007 - February 2008
Santa Barbara Bank & Trust December 2005 - June 2007
PIX, Inc January 2004 - December 2005
Los Angeles Unified School District November 2000 - June 2004
Skills
Internet Banking, Microsoft SQL Server, Python, Networking, Troubleshooting, Windows Batch, IIS, Linux, Debugging Code, Web Services API, Microsoft Office, Salesforce.com, Microsoft CRM, Software Project..., Banking, AML, BSA, FFIEC, Business Correspondence, Basic Photoshop, Photography, Databases, SQL, JIRA, Requirements Analysis, Project Management, XML, Business Analysis
Education
High School 207 2005 — 2008
General Education
University of California, Santa Barbara 2004 — 2006
Business Economics
Santa Monica College 2001 — 2003
Transfer, Business Economics
Saint Petersburg State University 1998 — 2000
BA, Business Administration
Q2ebanking June 2012 - Present
Q2ebanking May 2011 - June 2012
Banker's Toolbox August 2008 - April 2011
Montecito Bank & Trust June 2007 - February 2008
Santa Barbara Bank & Trust December 2005 - June 2007
PIX, Inc January 2004 - December 2005
Los Angeles Unified School District November 2000 - June 2004
Skills
Internet Banking, Microsoft SQL Server, Python, Networking, Troubleshooting, Windows Batch, IIS, Linux, Debugging Code, Web Services API, Microsoft Office, Salesforce.com, Microsoft CRM, Software Project..., Banking, AML, BSA, FFIEC, Business Correspondence, Basic Photoshop, Photography, Databases, SQL, JIRA, Requirements Analysis, Project Management, XML, Business Analysis
Education
High School 207 2005 — 2008
General Education
University of California, Santa Barbara 2004 — 2006
Business Economics
Santa Monica College 2001 — 2003
Transfer, Business Economics
Saint Petersburg State University 1998 — 2000
BA, Business Administration
Ted Dirlam's Santa Barbara Bank & Trust Experience June 2010 - May 2013
Job Real Estate Portfolio Banker at Community Bank
Industry Banking
Experience
Community Bank September 2013 - Present
Santa Barbara Bank & Trust June 2010 - May 2013
Santa Barbara Bank & Trust June 2010 - May 2013
First Private Bank & Trust 2005 - May 2010
Community Bank, N.A. February 1985 - March 2004
Skills
Banking, Portfolio Management, Risk Management, Commercial Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Loan Origination, Loans, Credit, Corporate Finance, Asset Based Lending, Lines Of Credit, Small Business Lending, Treasury Management, Cash Management, Mortgage Lending, Private Banking, SBA, Credit Risk, Middle Market, Real Estate, Retail Banking, Consumer Lending, Cross Selling, Deposits, Finance, Financial Risk, Branch Management, Financial Structuring, Cash Flow Lending, Relationship Management, Syndications, Mortgage Banking, Asset Management, Refinance, Structured Finance, Wealth Management, Investments, Funding, Strategic Financial..., Real Estate Financing, Real Estate Economics, Loan Servicing, Capital Markets, Construction Loans, Financial Services, Valuation
Education
Loyola Marymount University 1975 — 1979
Bachelor of Arts (B.A.), Soclology
U.C.L.A.
Community Bank September 2013 - Present
Santa Barbara Bank & Trust June 2010 - May 2013
Santa Barbara Bank & Trust June 2010 - May 2013
First Private Bank & Trust 2005 - May 2010
Community Bank, N.A. February 1985 - March 2004
Skills
Banking, Portfolio Management, Risk Management, Commercial Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Loan Origination, Loans, Credit, Corporate Finance, Asset Based Lending, Lines Of Credit, Small Business Lending, Treasury Management, Cash Management, Mortgage Lending, Private Banking, SBA, Credit Risk, Middle Market, Real Estate, Retail Banking, Consumer Lending, Cross Selling, Deposits, Finance, Financial Risk, Branch Management, Financial Structuring, Cash Flow Lending, Relationship Management, Syndications, Mortgage Banking, Asset Management, Refinance, Structured Finance, Wealth Management, Investments, Funding, Strategic Financial..., Real Estate Financing, Real Estate Economics, Loan Servicing, Capital Markets, Construction Loans, Financial Services, Valuation
Education
Loyola Marymount University 1975 — 1979
Bachelor of Arts (B.A.), Soclology
U.C.L.A.
Jennifer (Hay) Boland's Santa Barbara Bank & Trust Experience January 2008 - February 2008
Job Office Manager at RMB Realty Somerset, PA
Industry Real Estate
Experience
RMB Realty - Somerset, PA August 2013 - Present
Nulton Diagnostic and Treatment Center January 2013 - June 2013
Blue Casa Communications September 2010 - March 2011
Blue Casa Communications November 2009 - September 2010
Blue Casa Communications February 2008 - October 2009
Santa Barbara Bank & Trust January 2008 - February 2008
Education
National University 2005 — 2007
M.A., Counseling Psychology
RMB Realty - Somerset, PA August 2013 - Present
Nulton Diagnostic and Treatment Center January 2013 - June 2013
Blue Casa Communications September 2010 - March 2011
Blue Casa Communications November 2009 - September 2010
Blue Casa Communications February 2008 - October 2009
Santa Barbara Bank & Trust January 2008 - February 2008
Education
National University 2005 — 2007
M.A., Counseling Psychology
Robert Waldau's Santa Barbara Bank & Trust Experience July 2011 - Present
Job CRE Portfolio Manager
Industry Banking
Experience
Mission Bank 2013 - Present
Santa Barbara Bank & Trust July 2011 - Present
Citibank March 2000 - June 2011
American Realty Advisors March 1997 - February 2000
Froboese Realty Group Inc. September 1991 - March 1994
Skills
Commercial Mortgage..., Credit Analysis, Real Estate Due..., Banking, Real Estate Financing, Appraisals, Asset Management
Education
Arizona State University 1987 — 1990
Bachelor of Science, Real Estate and Finance
Arizona State University
Mission Bank 2013 - Present
Santa Barbara Bank & Trust July 2011 - Present
Citibank March 2000 - June 2011
American Realty Advisors March 1997 - February 2000
Froboese Realty Group Inc. September 1991 - March 1994
Skills
Commercial Mortgage..., Credit Analysis, Real Estate Due..., Banking, Real Estate Financing, Appraisals, Asset Management
Education
Arizona State University 1987 — 1990
Bachelor of Science, Real Estate and Finance
Arizona State University
Ray Down's Santa Barbara Bank & Trust Experience 1998 - 2005
Job Pres at Lompoc Community Bank
Industry Banking
Experience
Lompoc Community Bank April 2006 - Present
Santa Barbara Bank & Trust 1998 - 2005
Education
University of Washington 1996 — 1998
n/a, Graduate School of Banking
California Polytechnic State University-San Luis Obispo 1966 — 1970
BS, Business
Lompoc Community Bank April 2006 - Present
Santa Barbara Bank & Trust 1998 - 2005
Education
University of Washington 1996 — 1998
n/a, Graduate School of Banking
California Polytechnic State University-San Luis Obispo 1966 — 1970
BS, Business
Corina Conboy's Santa Barbara Bank & Trust Experience April 2006 - February 2013
Job Executive Assistant at Ford Financial Fund
Industry Financial Services
Experience
Ford Financial Fund March 2013 - Present
Santa Barbara Bank & Trust April 2006 - February 2013
Skills
Banking, Commercial Banking, Confidentiality, Commercial Lending, Small Business Lending, 10 Key, Outlook, Microsoft Excel
Education
Antioch University-Santa Barbara 2008 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
UCSB 2004 — 2006
Political Science & Spanish
Ford Financial Fund March 2013 - Present
Santa Barbara Bank & Trust April 2006 - February 2013
Skills
Banking, Commercial Banking, Confidentiality, Commercial Lending, Small Business Lending, 10 Key, Outlook, Microsoft Excel
Education
Antioch University-Santa Barbara 2008 — 2009
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
UCSB 2004 — 2006
Political Science & Spanish
Jonna Wagner's Santa Barbara Bank & Trust Experience October 2011 - Present
Job Banking at Santa Barbara Bank & Trust
Industry Nonprofit Organization Management
Experience
Santa Barbara Bank & Trust October 2011 - Present
Cathedral Oaks Athletic Club July 1994 - Present
Bridges of Hope International January 2011 - July 2011
Skills
QuickBooks, Bookkeeping, Accounting, Microsoft Office, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 1983 — 1987
Bachelor of Science (BS), Social Sciences
Santa Barbara Bank & Trust October 2011 - Present
Cathedral Oaks Athletic Club July 1994 - Present
Bridges of Hope International January 2011 - July 2011
Skills
QuickBooks, Bookkeeping, Accounting, Microsoft Office, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 1983 — 1987
Bachelor of Science (BS), Social Sciences
Dean Pace's Santa Barbara Bank & Trust Experience 2004 - February 2011
Job Commercial Banking Relationship Manager at East West Bank
Industry Banking
Experience
East West Bank February 2011 - Present
Santa Barbara Bank & Trust 2004 - February 2011
Mellon Financial Services 1982 - 2004
Skills
Commercial Banking, Credit Analysis, Small Business Lending, Underwriting, Credit, Banking, Commercial Lending, Portfolio Management, Treasury Management, Financial Analysis, Cash Management, Risk Management, Loans, Financial Reporting, Real Estate, Cross Selling, Credit Risk, Cash Flow, Lines Of Credit, Commercial Mortgages, Middle Market, Excel, Word, Treasury Services, Loan Structuring, Corporate Finance, Financial Modeling, Asset Based Lending
Education
Columbia University - School of International and Public Affairs
Masters, Economics & Finance
University of California, Berkeley
Bachelor, Economics and Politics
East West Bank February 2011 - Present
Santa Barbara Bank & Trust 2004 - February 2011
Mellon Financial Services 1982 - 2004
Skills
Commercial Banking, Credit Analysis, Small Business Lending, Underwriting, Credit, Banking, Commercial Lending, Portfolio Management, Treasury Management, Financial Analysis, Cash Management, Risk Management, Loans, Financial Reporting, Real Estate, Cross Selling, Credit Risk, Cash Flow, Lines Of Credit, Commercial Mortgages, Middle Market, Excel, Word, Treasury Services, Loan Structuring, Corporate Finance, Financial Modeling, Asset Based Lending
Education
Columbia University - School of International and Public Affairs
Masters, Economics & Finance
University of California, Berkeley
Bachelor, Economics and Politics
George Thurlow IV's Santa Barbara Bank & Trust Experience June 2008 - December 2009
Job Commercial Relationship Manager
Industry Financial Services
Experience
The Bank of Santa Barbara January 2014 - Present
Heritage Oaks Bank December 2009 - January 2014
Santa Barbara Bank & Trust June 2008 - December 2009
UCSB, Bookstore August 2005 - June 2008
Skills
Commercial Lending, Financial Analysis, Loans, Credit Analysis, Underwriting, Finance, Commercial Banking, Credit, Credit Risk, Portfolio Management, Microsoft Excel, Financial Statement..., Cash Flow, Asset Based Lending, Small Business Lending, Global Cash Flow..., Project Planning, Concentration Analysis, Call Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of California, Santa Barbara 2005 — 2008
Bachelor of Arts (B.A.), Global Studies: SocioEconomics in Latin America
The Bank of Santa Barbara January 2014 - Present
Heritage Oaks Bank December 2009 - January 2014
Santa Barbara Bank & Trust June 2008 - December 2009
UCSB, Bookstore August 2005 - June 2008
Skills
Commercial Lending, Financial Analysis, Loans, Credit Analysis, Underwriting, Finance, Commercial Banking, Credit, Credit Risk, Portfolio Management, Microsoft Excel, Financial Statement..., Cash Flow, Asset Based Lending, Small Business Lending, Global Cash Flow..., Project Planning, Concentration Analysis, Call Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of California, Santa Barbara 2005 — 2008
Bachelor of Arts (B.A.), Global Studies: SocioEconomics in Latin America
Al Todd's Santa Barbara Bank & Trust Experience August 1986 - June 2006
Job Christian Evangelist/ church keyboard musician
Industry Religious Institutions
Experience
Our Redeemer Evangelical Lutheran Church September 1977 - Present
Santa Barbara Bank & Trust August 1986 - June 2006
Mission Linen Supply August 1980 - August 1986
Education
Santa Barbara City College 1979 — 1980
AS, Computer Science
Cal State Long Beach 1962 — 1966
B.A., History
Our Redeemer Evangelical Lutheran Church September 1977 - Present
Santa Barbara Bank & Trust August 1986 - June 2006
Mission Linen Supply August 1980 - August 1986
Education
Santa Barbara City College 1979 — 1980
AS, Computer Science
Cal State Long Beach 1962 — 1966
B.A., History
Andrea Cantrell's Santa Barbara Bank & Trust Experience 1999 - 2001
Job Office Manager at Dr. Dwayne Elder, D.D.S.
Industry Hospital & Health Care
Experience
Dr. Dwayne Elder, D.D.S. October 2003 - Present
Santa Ynez Inn 2001 - October 2003
Santa Barbara Bank & Trust 1999 - 2001
Education
Allan Hancock College
AA, Liberal Studies
Dr. Dwayne Elder, D.D.S. October 2003 - Present
Santa Ynez Inn 2001 - October 2003
Santa Barbara Bank & Trust 1999 - 2001
Education
Allan Hancock College
AA, Liberal Studies
Phil Morreale's Santa Barbara Bank & Trust Experience December 1992 - November 2009
Job Senior Vice President at Citizens Business Bank
Industry Financial Services
Experience
Business First Bank, a division of Heritage Oaks Bank November 2009 - June 2015
Santa Barbara Bank & Trust December 1992 - November 2009
Education
San Diego State University-California State University 1977 — 1981
Bachelor of Business Administration (B.B.A.) - Finance, Business - Finance
Business First Bank, a division of Heritage Oaks Bank November 2009 - June 2015
Santa Barbara Bank & Trust December 1992 - November 2009
Education
San Diego State University-California State University 1977 — 1981
Bachelor of Business Administration (B.B.A.) - Finance, Business - Finance
April Montoya's Santa Barbara Bank & Trust Experience February 1994 - April 2013
Job Donor Services at Santa Barbara Chamber Orchestra
Industry Banking
Experience
Santa Barbara Chamber Orchestra August 2014 - Present
Home April 2013 - Present
Santa Barbara Bank & Trust February 1994 - April 2013
Santa Barbara Bank & Trust February 1994 - April 2013
Skills
Strategic Sourcing, Supplier Negotiation, Global Sourcing, Spend Analysis, Supplier Development, eSourcing, E-procurement, Supplier Evaluation, Supply Management, Purchasing Processes, Purchase Management, Purchasing, Supplier Performance
Education
Santa Barbara City College
Santa Barbara High School
High School, General/Business
Santa Barbara Chamber Orchestra August 2014 - Present
Home April 2013 - Present
Santa Barbara Bank & Trust February 1994 - April 2013
Santa Barbara Bank & Trust February 1994 - April 2013
Skills
Strategic Sourcing, Supplier Negotiation, Global Sourcing, Spend Analysis, Supplier Development, eSourcing, E-procurement, Supplier Evaluation, Supply Management, Purchasing Processes, Purchase Management, Purchasing, Supplier Performance
Education
Santa Barbara City College
Santa Barbara High School
High School, General/Business
Denise Alba's Santa Barbara Bank & Trust Experience May 2011 - July 2012
Job Oncall Receptionist/Admin Assistant
Industry Banking
Experience
Office Team November 2014 - Present
Rabobank America July 2012 - October 2012
Santa Barbara Bank & Trust May 2011 - July 2012
Safeway February 2010 - November 2011
San Benito Bank June 2005 - June 2009
Skills
Microsoft Office, Microsoft Word, Customer Service, Teamwork, Access, 10 Key, Typing, Banking, PowerPoint, Outlook
Education
Santa Clara County Office of Education 2014 — 2015
Job Search, Job Search Skills
Gavilan College 2002 — 2009
Associate of Arts (A.A.), Administration of Justice
Monterey high school 1999 — 2002
High School Diploma
Office Team November 2014 - Present
Rabobank America July 2012 - October 2012
Santa Barbara Bank & Trust May 2011 - July 2012
Safeway February 2010 - November 2011
San Benito Bank June 2005 - June 2009
Skills
Microsoft Office, Microsoft Word, Customer Service, Teamwork, Access, 10 Key, Typing, Banking, PowerPoint, Outlook
Education
Santa Clara County Office of Education 2014 — 2015
Job Search, Job Search Skills
Gavilan College 2002 — 2009
Associate of Arts (A.A.), Administration of Justice
Monterey high school 1999 — 2002
High School Diploma
Jimmy Madewell II's Santa Barbara Bank & Trust Experience January 2010 - Present
Job AVP Commercial Real Estate Loan Underwriter at Santa Barbara Bank & Trust
Industry Banking
Experience
Santa Barbara Bank & Trust January 2010 - Present
Santa Barbara Bank & Trust December 2007 - December 2009
Santa Barbara Bank & Trust November 2004 - November 2007
Santa Barbara Bank & Trust July 2004 - November 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, Outlook, Moody's
Education
University of La Verne 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Cal Poly San Luis Obispo 1998 — 2003
Bachelor of Science (BS), Economics / Finance
Santa Barbara Bank & Trust January 2010 - Present
Santa Barbara Bank & Trust December 2007 - December 2009
Santa Barbara Bank & Trust November 2004 - November 2007
Santa Barbara Bank & Trust July 2004 - November 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, Outlook, Moody's
Education
University of La Verne 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Cal Poly San Luis Obispo 1998 — 2003
Bachelor of Science (BS), Economics / Finance
Allen Moehle's Santa Barbara Bank & Trust Experience March 2009 - Present
Job VP Sr. Credit Executive at Union Bank
Industry Banking
Experience
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2009 - Present
LEAF Financial Corporation June 2007 - September 2008
Pacific Capital Bancorp/Santa Barbara Bank & Trust February 1989 - June 2007
Skills
Small Business Lending, Loans, Credit, Underwriting, Analysis, Finance, Portfolio Management
Education
Brigham Young University 1969 — 1975
BS - Business Management
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2009 - Present
LEAF Financial Corporation June 2007 - September 2008
Pacific Capital Bancorp/Santa Barbara Bank & Trust February 1989 - June 2007
Skills
Small Business Lending, Loans, Credit, Underwriting, Analysis, Finance, Portfolio Management
Education
Brigham Young University 1969 — 1975
BS - Business Management
Robert Mina's Santa Barbara Bank & Trust Experience August 2006 - March 2012
Job Commercial Lender at 1st Capital Bank
Industry Commercial Real Estate
Experience
1st Capital Bank April 2012 - Present
Santa Barbara Bank & Trust August 2006 - March 2012
Skills
Banking, Portfolio Management, Loans, Financial Analysis, Risk Management, Finance, Real Estate, Commercial Banking, Investments, Credit Risk
Education
California State University, Monterey Bay 2007 — 2010
Bachelor of Science, Accounting
1st Capital Bank April 2012 - Present
Santa Barbara Bank & Trust August 2006 - March 2012
Skills
Banking, Portfolio Management, Loans, Financial Analysis, Risk Management, Finance, Real Estate, Commercial Banking, Investments, Credit Risk
Education
California State University, Monterey Bay 2007 — 2010
Bachelor of Science, Accounting
Hallie Lipa's Santa Barbara Bank & Trust Experience October 2007 - March 2009
Job Executive Assistant at South Shore Elder Services
Industry Nonprofit Organization Management
Experience
South Shore Elder Services August 2012 - Present
Sourh Shore Elder Services October 2011 - August 2012
South Shore Elder Services July 2009 - September 2010
Santa Barbara Bank & Trust October 2007 - March 2009
Skills
Fundraising, Non-profits, Event Planning, Community Outreach, Research, Event Management, Program Development, Microsoft Office, Social Media, Social Services, Customer Service, Nonprofits, Social Networking, Leadership, Public Relations
Education
Massachusetts College of Liberal Arts 2001 — 2005
Bachelor of Arts (B.A.), Sociology and Anthropology
South Shore Elder Services August 2012 - Present
Sourh Shore Elder Services October 2011 - August 2012
South Shore Elder Services July 2009 - September 2010
Santa Barbara Bank & Trust October 2007 - March 2009
Skills
Fundraising, Non-profits, Event Planning, Community Outreach, Research, Event Management, Program Development, Microsoft Office, Social Media, Social Services, Customer Service, Nonprofits, Social Networking, Leadership, Public Relations
Education
Massachusetts College of Liberal Arts 2001 — 2005
Bachelor of Arts (B.A.), Sociology and Anthropology
Julie Alonso's Santa Barbara Bank & Trust Experience May 2006 - February 2013
Job Rabobank
Industry Banking
Experience
Rabobank June 2015 - Present
Heritage Oaks Bank April 2013 - June 2015
Santa Barbara Bank & Trust May 2006 - February 2013
First Bank of San Luis Obispo May 2003 - June 2006
First Bank of San Luis Obispo June 2000 - May 2003
First Bank of San Luis Obispo October 2000 - April 2001
First Bank of San Luis Obispo December 1998 - June 2000
Barclays December 1997 - October 1998
Barclays June 1997 - September 1997
Skills
Financial Analysis, Loans, Banking, Commercial Lending, Credit Analysis, Finance, Commercial Banking, Credit, Portfolio Management, Underwriting, Mergers & Acquisitions, Small Business Lending
Education
California Polytechnic State University-San Luis Obispo 1995 — 1997
Bachelor of Science (BS), Finance
Sacramento City College 1993 — 1995
Associate of Arts (AA), Business Administration and Management, General
Rabobank June 2015 - Present
Heritage Oaks Bank April 2013 - June 2015
Santa Barbara Bank & Trust May 2006 - February 2013
First Bank of San Luis Obispo May 2003 - June 2006
First Bank of San Luis Obispo June 2000 - May 2003
First Bank of San Luis Obispo October 2000 - April 2001
First Bank of San Luis Obispo December 1998 - June 2000
Barclays December 1997 - October 1998
Barclays June 1997 - September 1997
Skills
Financial Analysis, Loans, Banking, Commercial Lending, Credit Analysis, Finance, Commercial Banking, Credit, Portfolio Management, Underwriting, Mergers & Acquisitions, Small Business Lending
Education
California Polytechnic State University-San Luis Obispo 1995 — 1997
Bachelor of Science (BS), Finance
Sacramento City College 1993 — 1995
Associate of Arts (AA), Business Administration and Management, General
Gloria Garnica's Santa Barbara Bank & Trust Experience December 2011 - February 2013
Job Facilities Coordinator at CBRE
Industry Banking
Experience
CBRE March 2013 - Present
Santa Barbara Bank & Trust December 2011 - February 2013
Santa Barbara Bank & Trust August 2010 - December 2011
Montecito Bank & Trust January 2005 - February 2007
Skills
Bilingual, Microsoft Excel, Outlook, PeopleSoft, QuickBooks, Microsoft Word, Accounting, Auditing, Accounts Payable, Budgets, General Ledger, Account Reconciliation, Management, Customer Service, Vendor Management
Education
Santa Barbara City College
CBRE March 2013 - Present
Santa Barbara Bank & Trust December 2011 - February 2013
Santa Barbara Bank & Trust August 2010 - December 2011
Montecito Bank & Trust January 2005 - February 2007
Skills
Bilingual, Microsoft Excel, Outlook, PeopleSoft, QuickBooks, Microsoft Word, Accounting, Auditing, Accounts Payable, Budgets, General Ledger, Account Reconciliation, Management, Customer Service, Vendor Management
Education
Santa Barbara City College
Pauline Geisler's Santa Barbara Bank & Trust Experience April 2008 - December 2012
Job Reporting Analyst at Union Bank
Industry Banking
Experience
Union Bank (Formerly Santa Barbara Bank & Trust) December 2012 - April 2013
Santa Barbara Bank & Trust April 2008 - December 2012
Pacific Capital Bank January 2003 - April 2008
Royal Staffing Services 2001 - 2003
MetLife Investors 1997 - 2001
Prudential Financial 1992 - 1997
Prudential Financial 1989 - 1992
Prudential Financial 1987 - 1989
Skills
Access Database, Database Design, Report Writing, Reporting & Analysis, Databases, Technical Training, Program Management, Training, Access, Software Documentation, Human Resources, Visio, Testing, Loans, Risk Management, Business Analysis, Vendor Management, Disaster Recovery, Banking
Education
California State University-Northridge
Bachelor of Arts (B.A.), History
Grossmont College
Union Bank (Formerly Santa Barbara Bank & Trust) December 2012 - April 2013
Santa Barbara Bank & Trust April 2008 - December 2012
Pacific Capital Bank January 2003 - April 2008
Royal Staffing Services 2001 - 2003
MetLife Investors 1997 - 2001
Prudential Financial 1992 - 1997
Prudential Financial 1989 - 1992
Prudential Financial 1987 - 1989
Skills
Access Database, Database Design, Report Writing, Reporting & Analysis, Databases, Technical Training, Program Management, Training, Access, Software Documentation, Human Resources, Visio, Testing, Loans, Risk Management, Business Analysis, Vendor Management, Disaster Recovery, Banking
Education
California State University-Northridge
Bachelor of Arts (B.A.), History
Grossmont College
Glenda Madrid's Santa Barbara Bank & Trust Experience January 2011 - June 2013
Job
Industry Banking
Experience
Santa Barbara Bank & Trust January 2011 - June 2013
Los Padres Bank June 2002 - December 2010
Valley Oaks Bank/Montecito Bank & Trust June 1994 - June 2002
Heritage Oaks Bank 1983 - 1993
Skills
SEC reporting, Regulatory Reporting, SOX Compliance, Sarbanes-Oxley Act, Finance, Financial Reporting, Accounting, SEC filings, Due Diligence, Budget Process, Mergers & Acquisitions, Banking, Budgets, Management, Policy, Financial Statements, Cash Management, Financial Analysis
Education
Allan Hancock College 1970 — 1971
Business, computers and accounting
Santa Barbara Bank & Trust January 2011 - June 2013
Los Padres Bank June 2002 - December 2010
Valley Oaks Bank/Montecito Bank & Trust June 1994 - June 2002
Heritage Oaks Bank 1983 - 1993
Skills
SEC reporting, Regulatory Reporting, SOX Compliance, Sarbanes-Oxley Act, Finance, Financial Reporting, Accounting, SEC filings, Due Diligence, Budget Process, Mergers & Acquisitions, Banking, Budgets, Management, Policy, Financial Statements, Cash Management, Financial Analysis
Education
Allan Hancock College 1970 — 1971
Business, computers and accounting
Jonathan Graux's Santa Barbara Bank & Trust Experience March 2007 - March 2010
Job Servicing Supervisor at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2013 - Present
Union Bank, N.A. March 2010 - June 2013
Santa Barbara Bank & Trust March 2007 - March 2010
Santa Barbara Bank & Trust June 2005 - March 2007
Skills
Accounting, Insurance, Mortgage Lending, Commercial Lending, SOX Compliancy, Compliance, Financial Analysis, Project Management, Investments, Flood Insurance, Problem Solving, Process Improvement, Banking, Cash Management, Quality Control, Auditing, Credit Analysis, Finance, Lines Of Credit, Commercial Banking
Education
UCSB 2010 — 2012
Certifcate, Accounting
UCSB 2008 — 2010
Cerificate, Financial Planning and Services
Cal Poly Pomona 2000 — 2004
Bachelor's degree
First Republic Bank August 2013 - Present
Union Bank, N.A. March 2010 - June 2013
Santa Barbara Bank & Trust March 2007 - March 2010
Santa Barbara Bank & Trust June 2005 - March 2007
Skills
Accounting, Insurance, Mortgage Lending, Commercial Lending, SOX Compliancy, Compliance, Financial Analysis, Project Management, Investments, Flood Insurance, Problem Solving, Process Improvement, Banking, Cash Management, Quality Control, Auditing, Credit Analysis, Finance, Lines Of Credit, Commercial Banking
Education
UCSB 2010 — 2012
Certifcate, Accounting
UCSB 2008 — 2010
Cerificate, Financial Planning and Services
Cal Poly Pomona 2000 — 2004
Bachelor's degree
Edna Young's Santa Barbara Bank & Trust Experience July 1998 - January 2013
Job Mortgage Loan Officer, Assistant Vice President at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank January 2013 - Present
Santa Barbara Bank & Trust July 1998 - January 2013
Skills
Mortgage Lending, Credit, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, FHA, Residential Mortgages, VA loans, FHA financing, USDA, Real Estate Financing, First Time Home Buyers
Education
Allan Hancock College
Santa Barbara City College
Heritage Oaks Bank January 2013 - Present
Santa Barbara Bank & Trust July 1998 - January 2013
Skills
Mortgage Lending, Credit, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, FHA, Residential Mortgages, VA loans, FHA financing, USDA, Real Estate Financing, First Time Home Buyers
Education
Allan Hancock College
Santa Barbara City College
Glenn Shrader's Santa Barbara Bank & Trust Experience April 2012 - December 2012
Job Of Counsel at Frandzel Robins Bloom & Csato LC
Industry Legal Services
Experience
Frandzel Robins Bloom & Csato LC June 2013 - Present
Union Bank December 2012 - May 2013
Santa Barbara Bank & Trust April 2012 - December 2012
Citi November 2002 - April 2012
California Federal Bank December 1999 - November 2002
Paul Hastings September 1989 - December 1999
Education
Georgetown University Law Center 1986 — 1989
Doctor of Law (J.D.), Cum Laude
University of California, Santa Cruz 1978 — 1983
Bachelor of Arts (B.A.), With Honors, Politics
Frandzel Robins Bloom & Csato LC June 2013 - Present
Union Bank December 2012 - May 2013
Santa Barbara Bank & Trust April 2012 - December 2012
Citi November 2002 - April 2012
California Federal Bank December 1999 - November 2002
Paul Hastings September 1989 - December 1999
Education
Georgetown University Law Center 1986 — 1989
Doctor of Law (J.D.), Cum Laude
University of California, Santa Cruz 1978 — 1983
Bachelor of Arts (B.A.), With Honors, Politics
Marian Russell's Santa Barbara Bank & Trust Experience 1998 - 2012
Job ASSOCIATE TECHNICAL ACCOUNT MANAGER at Yardi Systems
Industry Banking
Experience
Yardi Systems October 2014 - Present
Union Bank January 2013 - January 2014
Union Bank January 2012 - January 2013
Santa Barbara Bank & Trust 1998 - 2012
Emigrant Mortgage Company January 1993 - January 1998
County Bank January 1983 - January 1992
Skills
Mortgage Software..., Real Estate Lending..., Process Improvement, End-User Support, End-User Training, Software Testing, Document Design, Report Design, Mortgage Documentation, Testing, Mortgage Lending, Product Support, Troubleshooting, End User Training, Loan Origination, Technical Support, Loans, Internal Audit, Finance, Vendor Management, Customer Service
Education
Santa Barbara City College
Los Angeles Pierce College
General Studies
Coronado High
Yardi Systems October 2014 - Present
Union Bank January 2013 - January 2014
Union Bank January 2012 - January 2013
Santa Barbara Bank & Trust 1998 - 2012
Emigrant Mortgage Company January 1993 - January 1998
County Bank January 1983 - January 1992
Skills
Mortgage Software..., Real Estate Lending..., Process Improvement, End-User Support, End-User Training, Software Testing, Document Design, Report Design, Mortgage Documentation, Testing, Mortgage Lending, Product Support, Troubleshooting, End User Training, Loan Origination, Technical Support, Loans, Internal Audit, Finance, Vendor Management, Customer Service
Education
Santa Barbara City College
Los Angeles Pierce College
General Studies
Coronado High
Jennifer Atchley's Santa Barbara Bank & Trust Experience January 2012 - June 2012
Job Sr. Financial Analyst at Raytheon
Industry Defense & Space
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation