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
Shawn Joost Shawn Joost's Santa Barbara Bank & Trust Experience 2001 - 2002
Job Attorney and Senior Executive
Industry Civic & Social Organization
Experience
The ALS Association Greater Sacramento Chapter September 2014 - July 2015
Americans for Immigrant Justice September 2012 - May 2014
Educate Tomorrow, Corp 2010 - 2012
Santa Barbara Bank & Trust 2001 - 2002
Foley & Bezek, LLP 1999 - 2001
Taylor & Co. Law Offices 1995 - 1999
Wilson Sonsini Goodrich and Rosati 1993 - 1995
Damrell, Nelson, Schrimp, Pallios, Pacher & Silva 1990 - 1993
Skills
Arbitration, Civil Litigation, Non-profits, Fundraising, Trials, Corporate Law, Strategic Planning, Program Development, Grants, Courts, Public Speaking, Grant Writing, Leadership, Nonprofits, Philanthropy, Community Development, Community Outreach, Research, Volunteer Management, Public Relations, Event Management, Public Policy, Event Planning, Board Development, Program Management
Education
University of California, Hastings College of the Law 1988 — 1990
JD magna cum law
University of California, Berkeley
BA, Political Science
The ALS Association Greater Sacramento Chapter September 2014 - July 2015
Americans for Immigrant Justice September 2012 - May 2014
Educate Tomorrow, Corp 2010 - 2012
Santa Barbara Bank & Trust 2001 - 2002
Foley & Bezek, LLP 1999 - 2001
Taylor & Co. Law Offices 1995 - 1999
Wilson Sonsini Goodrich and Rosati 1993 - 1995
Damrell, Nelson, Schrimp, Pallios, Pacher & Silva 1990 - 1993
Skills
Arbitration, Civil Litigation, Non-profits, Fundraising, Trials, Corporate Law, Strategic Planning, Program Development, Grants, Courts, Public Speaking, Grant Writing, Leadership, Nonprofits, Philanthropy, Community Development, Community Outreach, Research, Volunteer Management, Public Relations, Event Management, Public Policy, Event Planning, Board Development, Program Management
Education
University of California, Hastings College of the Law 1988 — 1990
JD magna cum law
University of California, Berkeley
BA, Political Science
Anne Messner Anne Messner's Santa Barbara Bank & Trust Experience March 1997 - December 1997
Job Senior Accountant at InTouch Health
Industry Internet
Experience
InTouch Health January 2014 - Present
Maps.com January 1998 - January 2014
Santa Barbara Bank & Trust March 1997 - December 1997
Damitz Brooks Nightingale Turner and Morrisset CPAs September 1988 - March 1997
Defense Contract Audit Agency June 1987 - September 1988
Skills
Certified Public..., Experience in both..., CPA, Accounting, GAAP, Financial Reporting, Human Resources, Income Tax, Corporate Tax, Revenue Recognition, Mergers & Acquisitions, Tax Preparation, SEC filings, US GAAP, QuickBooks, Due Diligence, Strategic Financial..., Internal Controls, Financial Analysis, Financial Planning, Financial Accounting
Education
UCSB 1983 — 1987
Bachelor of Arts (B.A.), Business Economics
InTouch Health January 2014 - Present
Maps.com January 1998 - January 2014
Santa Barbara Bank & Trust March 1997 - December 1997
Damitz Brooks Nightingale Turner and Morrisset CPAs September 1988 - March 1997
Defense Contract Audit Agency June 1987 - September 1988
Skills
Certified Public..., Experience in both..., CPA, Accounting, GAAP, Financial Reporting, Human Resources, Income Tax, Corporate Tax, Revenue Recognition, Mergers & Acquisitions, Tax Preparation, SEC filings, US GAAP, QuickBooks, Due Diligence, Strategic Financial..., Internal Controls, Financial Analysis, Financial Planning, Financial Accounting
Education
UCSB 1983 — 1987
Bachelor of Arts (B.A.), Business Economics
Tyler Dobson Tyler Dobson's Santa Barbara Bank & Trust Experience 2003 - 2005
Job Commercial Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2012 - Present
Rabobank June 2005 - 2012
Santa Barbara Bank & Trust 2003 - 2005
Skills
Commercial Lending, Financial Analysis, Banking, New Business Development, Marketing, Risk Management, Business Development, Sales, Budget, Leadership, Finance, Portfolio Management, Customer Service, Mergers & Acquisitions, Small Business, Credit, Loans, Account Management, Treasury Management, Budgets, Business Planning, Commercial Banking, Analysis, Insurance, Financial Services, Small Business Lending, Advertising, Negotiation
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts, Business Economics/Accounting
Wells Fargo May 2012 - Present
Rabobank June 2005 - 2012
Santa Barbara Bank & Trust 2003 - 2005
Skills
Commercial Lending, Financial Analysis, Banking, New Business Development, Marketing, Risk Management, Business Development, Sales, Budget, Leadership, Finance, Portfolio Management, Customer Service, Mergers & Acquisitions, Small Business, Credit, Loans, Account Management, Treasury Management, Budgets, Business Planning, Commercial Banking, Analysis, Insurance, Financial Services, Small Business Lending, Advertising, Negotiation
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts, Business Economics/Accounting
Mahnaz Sadreameli Mahnaz Sadreameli's Santa Barbara Bank & Trust Experience February 2001 - July 2001
Job
Industry
Experience
SANTA BARBARA ORTHOPEDIC ASSOCIATES July 2001 - March 2012
Santa Barbara Bank & Trust February 2001 - July 2001
WASHINGTON MUTUAL BANK December 1993 - February 2001
Skills
Budgets, Customer Service, Training, Healthcare, Accounting, Data Entry, Outlook, PowerPoint, Healthcare Management, CPR Certified, Accounts Receivable, Invoicing, QuickBooks, Accounts Payable, Bookkeeping, Management, Medical Terminology
Education
Santa Barbara City College 1997 — 2000
Associate's degree, Radiologic Technology/Science - Radiographer
SANTA BARBARA ORTHOPEDIC ASSOCIATES July 2001 - March 2012
Santa Barbara Bank & Trust February 2001 - July 2001
WASHINGTON MUTUAL BANK December 1993 - February 2001
Skills
Budgets, Customer Service, Training, Healthcare, Accounting, Data Entry, Outlook, PowerPoint, Healthcare Management, CPR Certified, Accounts Receivable, Invoicing, QuickBooks, Accounts Payable, Bookkeeping, Management, Medical Terminology
Education
Santa Barbara City College 1997 — 2000
Associate's degree, Radiologic Technology/Science - Radiographer
Antoinette McCauley Antoinette McCauley's Santa Barbara Bank & Trust Experience June 2001 - 2012
Job Commercial Relationship Manager, Vice President at First Bank
Industry Financial Services
Experience
First Bank July 2015 - Present
Heritage Oaks Bank October 2012 - June 2015
Santa Barbara Bank & Trust June 2001 - 2012
Skills
Commercial Real Estate, Commercial Lending, Credit, Commercial Banking, Loans, Credit Analysis, Underwriting, Small Business Lending, Loan Origination, Lines Of Credit, Commercial Mortgages, Banking, Credit Risk, Financial Analysis, Risk Management, Portfolio Management
Education
University of California, Santa Barbara
First Bank July 2015 - Present
Heritage Oaks Bank October 2012 - June 2015
Santa Barbara Bank & Trust June 2001 - 2012
Skills
Commercial Real Estate, Commercial Lending, Credit, Commercial Banking, Loans, Credit Analysis, Underwriting, Small Business Lending, Loan Origination, Lines Of Credit, Commercial Mortgages, Banking, Credit Risk, Financial Analysis, Risk Management, Portfolio Management
Education
University of California, Santa Barbara
Kate Langstrom Kate Langstrom's Santa Barbara Bank & Trust Experience September 2011 - April 2012
Job Student Teacher, Substitute Teacher, and MS Credential Candidate
Industry Education Management
Experience
Rocklin Academy and Western Sierra Collegiate Academy February 2014 - Present
CalState TEACH August 2013 - Present
Tri Counties Bank August 2013 - Present
Esurance March 2013 - August 2013
Henry's Restaurant September 2012 - November 2012
Santa Barbara Bank & Trust September 2011 - April 2012
UCSB Conference Services June 2011 - September 2011
Wells Fargo July 2009 - May 2011
Skills
Elementary Education, Teaching, Education, Educational Technology, Teaching English as a..., Common Core State..., Multicultural..., 21st Century Skills, Collaborative Learning, Project-based Learning, Educational Assessment, Participatory Action..., Academic English, Customer Service, Microsoft Excel, Hospitality, Data Entry, Banking Operations, Cash Handling, Microsoft Office, Banking, MS Office Suite, Cross Selling
Education
CalState TEACH 2013 — 2014
California Multiple Subject Teaching Credential, Elementary Education and Teaching
UC Santa Barbara 2008 — 2012
Bachelor's Degree, Economics
Sierra College 2009 — 2010
General Education
Rocklin Academy and Western Sierra Collegiate Academy February 2014 - Present
CalState TEACH August 2013 - Present
Tri Counties Bank August 2013 - Present
Esurance March 2013 - August 2013
Henry's Restaurant September 2012 - November 2012
Santa Barbara Bank & Trust September 2011 - April 2012
UCSB Conference Services June 2011 - September 2011
Wells Fargo July 2009 - May 2011
Skills
Elementary Education, Teaching, Education, Educational Technology, Teaching English as a..., Common Core State..., Multicultural..., 21st Century Skills, Collaborative Learning, Project-based Learning, Educational Assessment, Participatory Action..., Academic English, Customer Service, Microsoft Excel, Hospitality, Data Entry, Banking Operations, Cash Handling, Microsoft Office, Banking, MS Office Suite, Cross Selling
Education
CalState TEACH 2013 — 2014
California Multiple Subject Teaching Credential, Elementary Education and Teaching
UC Santa Barbara 2008 — 2012
Bachelor's Degree, Economics
Sierra College 2009 — 2010
General Education
Paul Bianchi Paul Bianchi's Santa Barbara Bank & Trust Experience 2006 - 2010
Job SVP & Market Leader at Bank of the West
Industry Banking
Experience
Bank of the West March 2011 - Present
Bank of the West March 2011 - Present
Santa Barbara Bank & Trust 2006 - 2010
Skills
Wealth Management, Loans, Commercial Lending, Leadership, Credit, Portfolio Management, Banking, Commercial Banking, Credit Analysis, Asset Management, Retail Banking, Private Banking, Consumer Lending, Small Business Lending, Strategic Financial..., Mortgage Lending, Business Development, Management, Risk Management, Investment Management
Education
UCLA 1970 — 1972
Bachelor of Arts (BA), Urban Studies/Affairs
Bank of the West March 2011 - Present
Bank of the West March 2011 - Present
Santa Barbara Bank & Trust 2006 - 2010
Skills
Wealth Management, Loans, Commercial Lending, Leadership, Credit, Portfolio Management, Banking, Commercial Banking, Credit Analysis, Asset Management, Retail Banking, Private Banking, Consumer Lending, Small Business Lending, Strategic Financial..., Mortgage Lending, Business Development, Management, Risk Management, Investment Management
Education
UCLA 1970 — 1972
Bachelor of Arts (BA), Urban Studies/Affairs
Tina Guerrero Tina Guerrero's Santa Barbara Bank & Trust Experience 2009 - 2013
Job Banking Professional
Industry Banking
Experience
Community West Bank November 2013 - Present
Santa Barbara Bank & Trust 2009 - 2013
Santa Barbara Bank & Trust 1994 - 2008
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Banking, Loan Modifications, Loan Documents, Commercial Leasing, Small Business Lending, Credit Analysis, Lines Of Credit, Consumer Lending
Education
Santa Barbara City College
Community West Bank November 2013 - Present
Santa Barbara Bank & Trust 2009 - 2013
Santa Barbara Bank & Trust 1994 - 2008
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Banking, Loan Modifications, Loan Documents, Commercial Leasing, Small Business Lending, Credit Analysis, Lines Of Credit, Consumer Lending
Education
Santa Barbara City College
Valarie Diggins's Santa Barbara Bank & Trust Experience November 2011 - April 2013
Job Training Coordinator at Deckers Brands
Industry Apparel & Fashion
Experience
Deckers Brands March 2015 - Present
Deckers Brands July 2013 - March 2015
cielo24 May 2013 - June 2013
Santa Barbara Bank & Trust November 2011 - April 2013
Santa Barbara Bank & Trust July 2010 - November 2011
Skills
Technical Writing, Events Coordination, Banking, Loans, Project Management, Risk Management
Education
UCSB 2007 — 2010
Bachelor of Arts (B.A.), English
Deckers Brands March 2015 - Present
Deckers Brands July 2013 - March 2015
cielo24 May 2013 - June 2013
Santa Barbara Bank & Trust November 2011 - April 2013
Santa Barbara Bank & Trust July 2010 - November 2011
Skills
Technical Writing, Events Coordination, Banking, Loans, Project Management, Risk Management
Education
UCSB 2007 — 2010
Bachelor of Arts (B.A.), English
Terri McAllister Terri McAllister's Santa Barbara Bank & Trust Experience 1988 - 2013
Job Banking Professional
Industry Banking
Experience
Santa Barbara Bank & Trust 1988 - 2013
Skills
Banking, Deposits, Retail Banking, Loans, Commercial Banking, Customer Service, Research, Credit, Close Attention to..., Dispute Resolution, Collections, Legal Research, Credit Analysis, Commercial Lending, Account Reconciliation, Mergers & Acquisitions, Branch Banking, Cross Selling, Checks
Education
Covina High School 1975 — 1977
General Studies, 12
Santa Barbara City College
Santa Barbara Bank & Trust 1988 - 2013
Skills
Banking, Deposits, Retail Banking, Loans, Commercial Banking, Customer Service, Research, Credit, Close Attention to..., Dispute Resolution, Collections, Legal Research, Credit Analysis, Commercial Lending, Account Reconciliation, Mergers & Acquisitions, Branch Banking, Cross Selling, Checks
Education
Covina High School 1975 — 1977
General Studies, 12
Santa Barbara City College
Joseph Stronks Joseph Stronks's Santa Barbara Bank & Trust Experience 1998 - 2000
Job Joseph Stronks Executive Vice President & Senior Operations Officer at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank March 2010 - Present
Heritage Oaks Bank October 2007 - June 2010
Business First National Bank March 2006 - October 2007
Pacific Capital Bancorp 2005 - 2006
Pacific Capital Bancorp 2002 - 2005
Pacific Capital Bancorp 2001 - 2002
Pacific Capital Bancorp 2000 - 2001
Santa Barbara Bank & Trust 1998 - 2000
Kinecta Federal Credit Union 1997 - 1998
Santa Barbara Bank & Trust 1991 - 1997
Skills
Banking, Cash Management, Internet Banking, Retail Banking, ACH, Core Banking, Commercial Banking, Project Management, Product Management, Management, Leadership, Process Improvement, Relationship Management, Financial Services, Electronic Payments, Risk Management, Remote Deposit Capture, IT Management, Mobile Banking, ATM networks, Strategic Planning, Deposits, Budgets, Business Analysis, Payments, Payment Systems, Treasury Management, Cross-functional Team..., Credit Risk, Vendor Management, Business Continuity..., Incident Management, Fraud Detection, Mobile Remote Deposit..., Bank Secrecy Act, KYC
Education
Pacific Coast Banking School 2007 — 2009
Certificate, Banking Management
UCSB Extension 2004 — 2005
Certificate, Project Management
University of California, Santa Barbara 1989 — 1994
BA, Slavic Language & Lit, Int'l Political Science
Heritage Oaks Bank March 2010 - Present
Heritage Oaks Bank October 2007 - June 2010
Business First National Bank March 2006 - October 2007
Pacific Capital Bancorp 2005 - 2006
Pacific Capital Bancorp 2002 - 2005
Pacific Capital Bancorp 2001 - 2002
Pacific Capital Bancorp 2000 - 2001
Santa Barbara Bank & Trust 1998 - 2000
Kinecta Federal Credit Union 1997 - 1998
Santa Barbara Bank & Trust 1991 - 1997
Skills
Banking, Cash Management, Internet Banking, Retail Banking, ACH, Core Banking, Commercial Banking, Project Management, Product Management, Management, Leadership, Process Improvement, Relationship Management, Financial Services, Electronic Payments, Risk Management, Remote Deposit Capture, IT Management, Mobile Banking, ATM networks, Strategic Planning, Deposits, Budgets, Business Analysis, Payments, Payment Systems, Treasury Management, Cross-functional Team..., Credit Risk, Vendor Management, Business Continuity..., Incident Management, Fraud Detection, Mobile Remote Deposit..., Bank Secrecy Act, KYC
Education
Pacific Coast Banking School 2007 — 2009
Certificate, Banking Management
UCSB Extension 2004 — 2005
Certificate, Project Management
University of California, Santa Barbara 1989 — 1994
BA, Slavic Language & Lit, Int'l Political Science
Roger Davids Roger Davids's Santa Barbara Bank & Trust Experience 2000 - April 2013
Job Customer Service, Certificate Advisor and Transcript Specialist
Industry Education Management
Experience
UCSB Extension April 2013 - Present
American Heart Association American Stroke Association November 2014 - November 2014
Santa Barbara Bank & Trust 2000 - April 2013
Vons Grocery July 1987 - August 2000
Skills
Great organizational..., Highly experienced at..., Motivated ,..., Intermediate user of..., Over 25 years of..., confident in working..., Customer Service, Real Estate, Teamwork, Software Documentation, Risk Management, System Administration, Microsoft Word, Technical Support, Training, Leadership, Team Building, Marketing, PowerPoint, Process Improvement, Social Networking
Education
Westmont College 1990 — 1993
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Santa Barbara City College 1988 — 1990
General Studies
Dos Pueblos High School 1984 — 1988
H.S. Diploma
UCSB Extension April 2013 - Present
American Heart Association American Stroke Association November 2014 - November 2014
Santa Barbara Bank & Trust 2000 - April 2013
Vons Grocery July 1987 - August 2000
Skills
Great organizational..., Highly experienced at..., Motivated ,..., Intermediate user of..., Over 25 years of..., confident in working..., Customer Service, Real Estate, Teamwork, Software Documentation, Risk Management, System Administration, Microsoft Word, Technical Support, Training, Leadership, Team Building, Marketing, PowerPoint, Process Improvement, Social Networking
Education
Westmont College 1990 — 1993
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Santa Barbara City College 1988 — 1990
General Studies
Dos Pueblos High School 1984 — 1988
H.S. Diploma
Liza Horvath Liza Horvath's Santa Barbara Bank & Trust Experience March 1999 - June 2012
Job President & CEO at Monterey Trust Management
Industry Financial Services
Experience
Monterey Trust Management June 2012 - Present
Monterey County Herald April 2010 - Present
Santa Barbara Bank & Trust March 1999 - June 2012
Bank of America, The Private Bank January 1997 - March 1999
Skills
Banking, Portfolio Management, Risk Management, Investments, Trustee/Trust Protector, Family Office Management, Certified Trust &..., Accredited Investment..., Loans, Financial Advisory, Family Office, Asset Management, Equities, Management, Mutual Funds, Strategic Financial..., Financial Services, Trusts, Relationship Management, Wealth, Credit, Commercial Lending, Commercial Banking, Financial Planning
Education
National Guardianship Association. 2013 — 2014
National Guardian and Licensed Professional Fiduciary
Institute of Certified Bankers 1999 — 2003
Certified Trust & Financial Advisor, Trust and Finances
University of Hawaii at Manoa
Bachelor's Degree, Business Administration and Management, General
Judson Highschool, Scottsdale
Monterey Trust Management June 2012 - Present
Monterey County Herald April 2010 - Present
Santa Barbara Bank & Trust March 1999 - June 2012
Bank of America, The Private Bank January 1997 - March 1999
Skills
Banking, Portfolio Management, Risk Management, Investments, Trustee/Trust Protector, Family Office Management, Certified Trust &..., Accredited Investment..., Loans, Financial Advisory, Family Office, Asset Management, Equities, Management, Mutual Funds, Strategic Financial..., Financial Services, Trusts, Relationship Management, Wealth, Credit, Commercial Lending, Commercial Banking, Financial Planning
Education
National Guardianship Association. 2013 — 2014
National Guardian and Licensed Professional Fiduciary
Institute of Certified Bankers 1999 — 2003
Certified Trust & Financial Advisor, Trust and Finances
University of Hawaii at Manoa
Bachelor's Degree, Business Administration and Management, General
Judson Highschool, Scottsdale
Paul More's Santa Barbara Bank & Trust Experience 2005 - 2007
Job Banking Professional
Industry Banking
Experience
Vectra Bank Colorado 2011 - 2012
UMB Bank 2007 - 2011
Santa Barbara Bank & Trust 2005 - 2007
Santa Barbara Bank & Trust 2003 - 2005
Santa Barbara Bank & Trust 2002 - 2003
Firsthand Funds 2002 - 2002
Education
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
Vectra Bank Colorado 2011 - 2012
UMB Bank 2007 - 2011
Santa Barbara Bank & Trust 2005 - 2007
Santa Barbara Bank & Trust 2003 - 2005
Santa Barbara Bank & Trust 2002 - 2003
Firsthand Funds 2002 - 2002
Education
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
Ryan Rosemann Ryan Rosemann's Santa Barbara Bank & Trust Experience August 2004 - June 2007
Job Owner at Pro Care Pool Service
Industry Consumer Services
Experience
Pro Care Pool Service August 2007 - Present
Santa Barbara Bank & Trust August 2004 - June 2007
Skills
Installation of..., Acid washes, Upgrading swimming pool..., Training, Customer Service, Spa, Maintenance & Repair, Small Business, Marketing, Sales, New Business Development
Education
Santa Barbara City College
University of California, Santa Barbara
Pro Care Pool Service August 2007 - Present
Santa Barbara Bank & Trust August 2004 - June 2007
Skills
Installation of..., Acid washes, Upgrading swimming pool..., Training, Customer Service, Spa, Maintenance & Repair, Small Business, Marketing, Sales, New Business Development
Education
Santa Barbara City College
University of California, Santa Barbara
Jeanine J. Burford Jeanine J. Burford's Santa Barbara Bank & Trust Experience January 1995 - December 1996
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 1997 - Present
Santa Barbara Bank & Trust January 1995 - December 1996
Smith Barney June 1993 - December 1994
Merrill Lynch January 1992 - June 1993
Education
UC Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Business/Managerial Economics
Dos Pueblos High School 1982 — 1986
Wells Fargo Advisors, LLC January 1997 - Present
Santa Barbara Bank & Trust January 1995 - December 1996
Smith Barney June 1993 - December 1994
Merrill Lynch January 1992 - June 1993
Education
UC Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Business/Managerial Economics
Dos Pueblos High School 1982 — 1986
Ricardo Calderon, CFA Ricardo Calderon, CFA's Santa Barbara Bank & Trust Experience August 2003 - August 2005
Job Vice President, Wealth Advisor at Rabobank
Industry Banking
Experience
Rabobank November 2014 - Present
First Republic Investment Management November 2012 - August 2014
Montecito Bank & Trust August 2005 - November 2012
Santa Barbara Bank & Trust August 2003 - August 2005
Citigroup Private Bank 2001 - 2001
Skills
Private Banking, Wealth Management, Investment Strategies, Alternative Investments, Trust Services, Risk Management, Insurance, Variable Annuities, Financial Analysis, Monte Carlo Simulation, Charitable Gift Planning, Retirement Planning, New Business Development, Securities, Investment Advisory, Banking, Credit Analysis, Equity Indexed Annuities, Fixed Income Portfolio..., Charitable Trusts, Mutual Funds, Entrepreneurship, Fixed Income, Equities, Investments
Education
UC Santa Barbara 1995 — 1998
Bachelor's degree, History
Rabobank November 2014 - Present
First Republic Investment Management November 2012 - August 2014
Montecito Bank & Trust August 2005 - November 2012
Santa Barbara Bank & Trust August 2003 - August 2005
Citigroup Private Bank 2001 - 2001
Skills
Private Banking, Wealth Management, Investment Strategies, Alternative Investments, Trust Services, Risk Management, Insurance, Variable Annuities, Financial Analysis, Monte Carlo Simulation, Charitable Gift Planning, Retirement Planning, New Business Development, Securities, Investment Advisory, Banking, Credit Analysis, Equity Indexed Annuities, Fixed Income Portfolio..., Charitable Trusts, Mutual Funds, Entrepreneurship, Fixed Income, Equities, Investments
Education
UC Santa Barbara 1995 — 1998
Bachelor's degree, History
Katherine Kelley King Katherine Kelley King's Santa Barbara Bank & Trust Experience November 2011 - May 2013
Job Public Relations Intern at San Jose Downtown Association
Industry Writing and Editing
Experience
San Jose Downtown Association April 2015 - June 2015
Gavilan College July 2012 - June 2013
Santa Barbara Bank & Trust November 2011 - May 2013
Skills
Event Planning, Irish Literature, English grammar, Teaching English as a..., Spanish-speaking, English Literature, Academic Writing, Research, ESL, Proofreading, Spanish, Social Media, Writing, English, Public Speaking, Editing, Teaching, Microsoft Office, Community Outreach, Public Relations
Education
Santa Clara University
Bachelor's Degree, English Language and Literature/Letters
Giralda Center - Escuela de Lenguas 2013 — 2013
Certificate, Spanish Language
San Jose Downtown Association April 2015 - June 2015
Gavilan College July 2012 - June 2013
Santa Barbara Bank & Trust November 2011 - May 2013
Skills
Event Planning, Irish Literature, English grammar, Teaching English as a..., Spanish-speaking, English Literature, Academic Writing, Research, ESL, Proofreading, Spanish, Social Media, Writing, English, Public Speaking, Editing, Teaching, Microsoft Office, Community Outreach, Public Relations
Education
Santa Clara University
Bachelor's Degree, English Language and Literature/Letters
Giralda Center - Escuela de Lenguas 2013 — 2013
Certificate, Spanish Language
Pamela Hanson-Medina Pamela Hanson-Medina's Santa Barbara Bank & Trust Experience February 2012 - January 2013
Job Private Banking / Wealth Management / Commercial, Business and Personal Lending
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Union Bank January 2013 - July 2013
Santa Barbara Bank & Trust February 2012 - January 2013
Santa Barbara Bank & Trust February 2010 - February 2012
Santa Barbara Bank & Trust May 2009 - February 2010
Bank of America July 2000 - May 2009
Wells Fargo July 1999 - July 2000
Wells Fargo January 1997 - July 1999
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Uniform Combined State..., Investments, Portfolio Management, Financial Services, Banking, Credit, Wealth Management, Commercial Banking, Retail Banking, Investment Management, Small Business Lending, Commercial Lending, Consumer Lending, Wealth, High Net Worth..., Lines Of Credit, Asset Allocation, Mutual Funds, Mortgage Lending, Retirement Planning, Relationship Management, Asset Management, Fixed Income, Deposits, Cash Management, Equities, Private Banking, Loans, Investment Advisory
Education
University of Colorado at Boulder
Undergraduate studies / Cultural Anthropology and Business
Wells Fargo July 2013 - Present
Union Bank January 2013 - July 2013
Santa Barbara Bank & Trust February 2012 - January 2013
Santa Barbara Bank & Trust February 2010 - February 2012
Santa Barbara Bank & Trust May 2009 - February 2010
Bank of America July 2000 - May 2009
Wells Fargo July 1999 - July 2000
Wells Fargo January 1997 - July 1999
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Uniform Combined State..., Investments, Portfolio Management, Financial Services, Banking, Credit, Wealth Management, Commercial Banking, Retail Banking, Investment Management, Small Business Lending, Commercial Lending, Consumer Lending, Wealth, High Net Worth..., Lines Of Credit, Asset Allocation, Mutual Funds, Mortgage Lending, Retirement Planning, Relationship Management, Asset Management, Fixed Income, Deposits, Cash Management, Equities, Private Banking, Loans, Investment Advisory
Education
University of Colorado at Boulder
Undergraduate studies / Cultural Anthropology and Business
Larry T. Works Larry T. Works's Santa Barbara Bank & Trust Experience 1999 - 2004
Job Vice President, Sr. Business Relationship Manager
Industry Banking
Experience
Wells Fargo July 2013 - Present
Pacific Western Bank August 2012 - July 2013
Union Bank 2010 - 2011
First California Bank 2007 - 2009
Wells Fargo 2004 - 2006
Santa Barbara Bank & Trust 1999 - 2004
Union Bank of California 1996 - 1999
Skills
Portfolio Management, Underwriting, Business Development, Cash Management, Negotiation, Retail, High Net Worth..., Non-profits, Professional Services, Hospitality, Commercial Lending, Commercial Banking, Investments, Finance
Education
University of California, Santa Barbara 2012 — 2013
CPA Certificiation, Accounting, 3.42 GPA
University of Washington 2001 — 2003
Certificate, Graduate of Pacific Coast Banking School
Oklahoma State University, Stillwater OK 1985 — 1988
B.S. Finance, B.S. Organization Administration, Banking and Financial Support Services
Wells Fargo July 2013 - Present
Pacific Western Bank August 2012 - July 2013
Union Bank 2010 - 2011
First California Bank 2007 - 2009
Wells Fargo 2004 - 2006
Santa Barbara Bank & Trust 1999 - 2004
Union Bank of California 1996 - 1999
Skills
Portfolio Management, Underwriting, Business Development, Cash Management, Negotiation, Retail, High Net Worth..., Non-profits, Professional Services, Hospitality, Commercial Lending, Commercial Banking, Investments, Finance
Education
University of California, Santa Barbara 2012 — 2013
CPA Certificiation, Accounting, 3.42 GPA
University of Washington 2001 — 2003
Certificate, Graduate of Pacific Coast Banking School
Oklahoma State University, Stillwater OK 1985 — 1988
B.S. Finance, B.S. Organization Administration, Banking and Financial Support Services
Ellen Burns Cole Ellen Burns Cole's Santa Barbara Bank & Trust Experience August 1993 - October 2013
Job Project Manager at Union Bank
Industry Banking
Experience
Union Bank November 2013 - June 2014
Santa Barbara Bank & Trust August 1993 - October 2013
Skills
Customer Service, Risk Management, Financial Analysis, Banking, Portfolio Management, Training, Project Management, Finance, Process Improvement, Leadership, Vendor Management, Access, Customer Experience, Budgets, Team Building, Business Analysis, Mergers & Acquisitions, Project Planning, Team Leadership, Program Management, Negotiation, Performance Management, Strategic Planning, Management, Sales, Team Management, Analysis, Change Management, Operations Management, Analytics, Business Strategy, Business Development, Human Resources, Coaching, Data Analysis
Education
UCSB
Bachelor's degree, Cultural Anthropology
Union Bank November 2013 - June 2014
Santa Barbara Bank & Trust August 1993 - October 2013
Skills
Customer Service, Risk Management, Financial Analysis, Banking, Portfolio Management, Training, Project Management, Finance, Process Improvement, Leadership, Vendor Management, Access, Customer Experience, Budgets, Team Building, Business Analysis, Mergers & Acquisitions, Project Planning, Team Leadership, Program Management, Negotiation, Performance Management, Strategic Planning, Management, Sales, Team Management, Analysis, Change Management, Operations Management, Analytics, Business Strategy, Business Development, Human Resources, Coaching, Data Analysis
Education
UCSB
Bachelor's degree, Cultural Anthropology
Joseph Whittaker Joseph Whittaker's Santa Barbara Bank & Trust Experience May 2001 - December 2001
Job Senior Recruiter at Robert Half International
Industry Staffing and Recruiting
Experience
Robert Half International February 2005 - Present
Betts Recruiting September 2002 - February 2005
Santa Barbara Bank & Trust May 2001 - December 2001
Education
UC Santa Barbara 1997 — 2001
Bachelor's degree, Communication and Media Studies
Robert Half International February 2005 - Present
Betts Recruiting September 2002 - February 2005
Santa Barbara Bank & Trust May 2001 - December 2001
Education
UC Santa Barbara 1997 — 2001
Bachelor's degree, Communication and Media Studies
Ben Doolittle Ben Doolittle's Santa Barbara Bank & Trust Experience 1999 - 2001
Job Timberlake Cabinetry
Industry Construction
Experience
Aramark Uniform Services May 2008 - Present
Aramark Uniform Services May 2007 - May 2008
Ruby Tuesday April 2004 - May 2007
Santa Barbara Bank & Trust 1999 - 2001
Skills
Team Building, Performance Management, New Business Development, Maintaining Business..., Decision Analysis, Sales Presentations, B2B, Customer Service, PowerPoint, Microsoft Office, Sales, Leadership, Relationship Marketing, Sales Management
Education
University of Phoenix 2003 — 2007
BS, Business Management, Marketing
Highland 2001 — 2005
Aramark Uniform Services May 2008 - Present
Aramark Uniform Services May 2007 - May 2008
Ruby Tuesday April 2004 - May 2007
Santa Barbara Bank & Trust 1999 - 2001
Skills
Team Building, Performance Management, New Business Development, Maintaining Business..., Decision Analysis, Sales Presentations, B2B, Customer Service, PowerPoint, Microsoft Office, Sales, Leadership, Relationship Marketing, Sales Management
Education
University of Phoenix 2003 — 2007
BS, Business Management, Marketing
Highland 2001 — 2005
Tyler Christensen Tyler Christensen's Santa Barbara Bank & Trust Experience February 2009 - April 2010
Job Manager, Transportation and Strategic Projects at Niagara Bottling
Industry Logistics and Supply Chain
Experience
Niagara Bottling December 2013 - Present
Niagara Bottling August 2013 - November 2014
Steel Excel June 2012 - July 2013
UC Irvine The Paul Merage School of Business September 2011 - June 2013
Heritage Oaks Bank April 2010 - August 2011
Santa Barbara Bank & Trust February 2009 - April 2010
Santa Barbara Bank & Trust August 2008 - February 2009
Santa Barbara Bank & Trust June 2006 - August 2008
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Underwriting, PowerPoint, Presentations, Teamwork, Strategy, Portfolio Management, Corporate Finance, Analysis, Finance, Competitive Analysis, Cross-functional Team...
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
University of California, Santa Barbara 2001 — 2006
Bachelor of Arts (B.A.), Business Economics
Niagara Bottling December 2013 - Present
Niagara Bottling August 2013 - November 2014
Steel Excel June 2012 - July 2013
UC Irvine The Paul Merage School of Business September 2011 - June 2013
Heritage Oaks Bank April 2010 - August 2011
Santa Barbara Bank & Trust February 2009 - April 2010
Santa Barbara Bank & Trust August 2008 - February 2009
Santa Barbara Bank & Trust June 2006 - August 2008
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Underwriting, PowerPoint, Presentations, Teamwork, Strategy, Portfolio Management, Corporate Finance, Analysis, Finance, Competitive Analysis, Cross-functional Team...
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
University of California, Santa Barbara 2001 — 2006
Bachelor of Arts (B.A.), Business Economics
Liz Heitmann's Santa Barbara Bank & Trust Experience 1994 - 1997
Job Senior Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors March 2015 - Present
PNC Mortgage October 2013 - March 2014
Caliber Funding June 2012 - October 2013
US Bank April 2011 - June 2012
Business First Bank December 2007 - April 2011
Paragon Mortgage Group September 1997 - December 2007
Santa Barbara Bank & Trust 1994 - 1997
County Bank 1987 - 1989
Montecito Bank and Trust 1985 - 1987
Skills
Loan Origination, FHA, Mortgage Banking, Mortgage Lending, Refinance, Loans, Underwriting/Tax Return..., Jumbo Mortgage, Credit, Foreclosures, Residential Homes, FHA financing, Consumer Lending, REO, Real Estate Economics, USDA, Certified Mortgage..., VA loans, First Time Home Buyers, Mortgage Underwriting, Commercial Banking, Commercial Lending, Construction Loans, Home Equity Loans, Credit Analysis, Residential Mortgages, Lines Of Credit, Referrals, Home Equity Lines of..., Government Loans, Underwriting, Single Family Homes, Banking, Financial Structuring, Short Sales, Condos, Real Estate Financing, Investment Properties, Real Estate, Loan Servicing, Investments, Mortgage Marketing, Portfolio Management, Commercial Mortgages, Reverse Mortgages, Small Business Lending, Non-Conforming, Retail Banking
Education
University of California, Santa Barbara 1979 — 1984
BA, Science/PreMed, Art, History
University of California, San Diego 1979 — 1982
Premed
Opes Advisors March 2015 - Present
PNC Mortgage October 2013 - March 2014
Caliber Funding June 2012 - October 2013
US Bank April 2011 - June 2012
Business First Bank December 2007 - April 2011
Paragon Mortgage Group September 1997 - December 2007
Santa Barbara Bank & Trust 1994 - 1997
County Bank 1987 - 1989
Montecito Bank and Trust 1985 - 1987
Skills
Loan Origination, FHA, Mortgage Banking, Mortgage Lending, Refinance, Loans, Underwriting/Tax Return..., Jumbo Mortgage, Credit, Foreclosures, Residential Homes, FHA financing, Consumer Lending, REO, Real Estate Economics, USDA, Certified Mortgage..., VA loans, First Time Home Buyers, Mortgage Underwriting, Commercial Banking, Commercial Lending, Construction Loans, Home Equity Loans, Credit Analysis, Residential Mortgages, Lines Of Credit, Referrals, Home Equity Lines of..., Government Loans, Underwriting, Single Family Homes, Banking, Financial Structuring, Short Sales, Condos, Real Estate Financing, Investment Properties, Real Estate, Loan Servicing, Investments, Mortgage Marketing, Portfolio Management, Commercial Mortgages, Reverse Mortgages, Small Business Lending, Non-Conforming, Retail Banking
Education
University of California, Santa Barbara 1979 — 1984
BA, Science/PreMed, Art, History
University of California, San Diego 1979 — 1982
Premed
Holly Carroll Holly Carroll's Santa Barbara Bank & Trust Experience 2005 - 2013
Job Branch Service Manager
Industry Banking
Experience
Union Bank April 2014 - Present
Union Bank May 2005 - April 2014
Santa Barbara Bank & Trust 2005 - 2013
Skills
Small Business Lending, Loans, Banking, Loan Origination, Retail Banking, Risk Management, Portfolio Management, Notary Public, Refinance, Relationship Management, Customer Service, Sales, Lines Of Credit, Consumer Lending, Credit, Mortgage Lending, Small Business
Education
University of Phoenix
Business Finance
University of Phoenix
Union Bank April 2014 - Present
Union Bank May 2005 - April 2014
Santa Barbara Bank & Trust 2005 - 2013
Skills
Small Business Lending, Loans, Banking, Loan Origination, Retail Banking, Risk Management, Portfolio Management, Notary Public, Refinance, Relationship Management, Customer Service, Sales, Lines Of Credit, Consumer Lending, Credit, Mortgage Lending, Small Business
Education
University of Phoenix
Business Finance
University of Phoenix
Josalyn Scantlin Josalyn Scantlin's Santa Barbara Bank & Trust Experience July 2005 - July 2007
Job Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2015 - Present
Wells Fargo June 2013 - April 2015
Union Bank (f/k/a Santa Barbara Bank and Trust) July 2007 - March 2013
Santa Barbara Bank & Trust July 2005 - July 2007
Agero (Formerly ATX Group) October 2004 - May 2005
Skills
Financial Analysis, Credit Risk, Credit Analysis, Underwriting, Research, Industry Analysis, Credit, Commercial Banking, Excel, Access, Word, Moody's Risk Analyst, Quantitative Analysis, Leadership, Presentations, Interpersonal Skill, Non-profit Boards, Customer Service, Forecasting, Problem Solving, SWOT analysis, Microsoft Word, Microsoft Excel, Loans, Commercial Lending, Lines Of Credit, Banking, Financial Risk, Risk Management, Loan Origination, Relationship Management, Cash Flow, Commercial Mortgages, Commercial Real Estate, Finance, Asset Based Lending, Business Relationship..., Cash Flow Lending, KYC, Commercial Finance, Financial Statement..., Banking Relationships
Education
Western Governors University 2010 — 2012
Masters Business Administration
University of Illinois Springfield 2000 — 2004
B.A.
Wells Fargo May 2015 - Present
Wells Fargo June 2013 - April 2015
Union Bank (f/k/a Santa Barbara Bank and Trust) July 2007 - March 2013
Santa Barbara Bank & Trust July 2005 - July 2007
Agero (Formerly ATX Group) October 2004 - May 2005
Skills
Financial Analysis, Credit Risk, Credit Analysis, Underwriting, Research, Industry Analysis, Credit, Commercial Banking, Excel, Access, Word, Moody's Risk Analyst, Quantitative Analysis, Leadership, Presentations, Interpersonal Skill, Non-profit Boards, Customer Service, Forecasting, Problem Solving, SWOT analysis, Microsoft Word, Microsoft Excel, Loans, Commercial Lending, Lines Of Credit, Banking, Financial Risk, Risk Management, Loan Origination, Relationship Management, Cash Flow, Commercial Mortgages, Commercial Real Estate, Finance, Asset Based Lending, Business Relationship..., Cash Flow Lending, KYC, Commercial Finance, Financial Statement..., Banking Relationships
Education
Western Governors University 2010 — 2012
Masters Business Administration
University of Illinois Springfield 2000 — 2004
B.A.
MaryLou Favela MaryLou Favela's Santa Barbara Bank & Trust Experience April 1980 - May 2013
Job 45 years of Banking Experience
Industry Banking
Experience
Brookdale Senior Living March 2015 - Present
Santa Barbara Bank & Trust April 1980 - May 2013
Federal Reserve Bank of Los Angeles June 1969 - October 1979
Skills
Operations Management, Cash Management, Cash Flow Management, Project Implementation, Project Coordination, Correspondent Banking, Wire, SharePoint Designer, Collections Management, Legal Services, Check Processing, Check 21, Legal Assistance, ACH, Cash Flow, Account Reconciliation, Project Management, Mergers & Acquisitions, Operational Excellence, Operational Planning, Banking, Risk Management, Cash Vault Management, Foreign Exchange..., Sox Management, Float Allocation Manager, Checks, Image Processing, Treasury Management, Commercial Banking, Credit, Consumer Lending, Small Business Lending, Leadership, Branch Management, Deposits, Financial Risk, Cross Selling, Credit Risk, Asset Based Lending, Retail Banking, Loan Origination, Branch Banking, Relationship Management, Accounting, Financial Services, Mortgage Lending, Finance, Executive Management, Financial Analysis
Education
UCSB 1978 — 1996
Business Administration and Management, General
UNLV 1969 — 1971
Business Administration and Management, General
Brookdale Senior Living March 2015 - Present
Santa Barbara Bank & Trust April 1980 - May 2013
Federal Reserve Bank of Los Angeles June 1969 - October 1979
Skills
Operations Management, Cash Management, Cash Flow Management, Project Implementation, Project Coordination, Correspondent Banking, Wire, SharePoint Designer, Collections Management, Legal Services, Check Processing, Check 21, Legal Assistance, ACH, Cash Flow, Account Reconciliation, Project Management, Mergers & Acquisitions, Operational Excellence, Operational Planning, Banking, Risk Management, Cash Vault Management, Foreign Exchange..., Sox Management, Float Allocation Manager, Checks, Image Processing, Treasury Management, Commercial Banking, Credit, Consumer Lending, Small Business Lending, Leadership, Branch Management, Deposits, Financial Risk, Cross Selling, Credit Risk, Asset Based Lending, Retail Banking, Loan Origination, Branch Banking, Relationship Management, Accounting, Financial Services, Mortgage Lending, Finance, Executive Management, Financial Analysis
Education
UCSB 1978 — 1996
Business Administration and Management, General
UNLV 1969 — 1971
Business Administration and Management, General
Kimberly Samson Kimberly Samson's Santa Barbara Bank & Trust Experience December 2006 - February 2010
Job Principal, Ridan Flooring
Industry Construction
Experience
Ridan Flooring May 2010 - Present
First Private Bank & Trust February 2010 - June 2010
Santa Barbara Bank & Trust December 2006 - February 2010
Merrill Lynch November 1995 - December 2000
Skills
Flooring, Product Specification, Design Collaboration, Project Management, Budget Estimating, Construction, Real Estate, Strategic Planning, Due Diligence, Commercial Real Estate, Real Estate Economics, Commercial Lending, Loans, Financial Analysis, Budgets, Asset Managment, Management
Education
The University of Texas at Austin 1989 — 1993
BBA/BS, Finance/RTF
Harvard Westlake 1985 — 1989
Ridan Flooring May 2010 - Present
First Private Bank & Trust February 2010 - June 2010
Santa Barbara Bank & Trust December 2006 - February 2010
Merrill Lynch November 1995 - December 2000
Skills
Flooring, Product Specification, Design Collaboration, Project Management, Budget Estimating, Construction, Real Estate, Strategic Planning, Due Diligence, Commercial Real Estate, Real Estate Economics, Commercial Lending, Loans, Financial Analysis, Budgets, Asset Managment, Management
Education
The University of Texas at Austin 1989 — 1993
BBA/BS, Finance/RTF
Harvard Westlake 1985 — 1989
Kristopher Haskell Kristopher Haskell's Santa Barbara Bank & Trust Experience January 2001 - April 2001
Job Field Support Representative at Redbox
Industry Motion Pictures and Film
Experience
Redbox May 2012 - Present
Verizon September 2011 - December 2011
Dimple Records February 2011 - September 2011
Internal Revenue Service February 2009 - June 2011
OurStage Inc. Music September 2008 - June 2009
The Ant Farm May 2002 - August 2008
ESPN August 2001 - April 2002
Montecito Pictures/ DreamWorks April 2001 - June 2001
Santa Barbara Bank & Trust January 2001 - April 2001
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts, Film Studies
Redbox May 2012 - Present
Verizon September 2011 - December 2011
Dimple Records February 2011 - September 2011
Internal Revenue Service February 2009 - June 2011
OurStage Inc. Music September 2008 - June 2009
The Ant Farm May 2002 - August 2008
ESPN August 2001 - April 2002
Montecito Pictures/ DreamWorks April 2001 - June 2001
Santa Barbara Bank & Trust January 2001 - April 2001
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts, Film Studies
Todd Barnes CFP® Todd Barnes CFP®'s Santa Barbara Bank & Trust Experience 2008 - 2009
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC March 2013 - Present
Union Bank (formerly Santa Barbara Bank & Trust) January 2010 - March 2013
Santa Barbara Bank & Trust 2008 - 2009
Santa Barbara Bank & Trust 2007 - 2008
Wells Fargo 2006 - 2007
Wells Fargo 2005 - 2006
Citi (formerly Cal Fed Bank) 1998 - 2005
Skills
Investments, Management, Risk Management, Small Business, Team Leadership, Management Development, Change Management, Sales Process..., Training Facilitation, Cross-training, Cross-selling, Partnering, Sales Process..., Development &...
Education
University of Southern California - Marshall School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.69 (Top 10% of class)
UCLA
Bachelor of Arts (BA), Psychology with Business and Labor & Workplace Studies
ABA Stonier Graduate School of Banking at Wharton 2010 — 2012
Graduate School of Banking Certificate through American Banker's Association (ABA)
Pacific Coast Bankers School (PCBS) at University of Washington 2008 — 2010
Graduate School of Banking Certificate, Honors, Citation Award for Thesis
Cannon Trust School at Pepperdine 2009 — 2011
Certified Trust Financial Advisor (CTFA), Trust Management and Estate Planning
UCLA Extension Certificate Programs
Paralegal Degree In Business Law & Litigation (1999), Personal Financial Planning (March 2013)
ABA National Commercial Lending School at SMU
Commercial Lending
Wells Fargo Advisors LLC March 2013 - Present
Union Bank (formerly Santa Barbara Bank & Trust) January 2010 - March 2013
Santa Barbara Bank & Trust 2008 - 2009
Santa Barbara Bank & Trust 2007 - 2008
Wells Fargo 2006 - 2007
Wells Fargo 2005 - 2006
Citi (formerly Cal Fed Bank) 1998 - 2005
Skills
Investments, Management, Risk Management, Small Business, Team Leadership, Management Development, Change Management, Sales Process..., Training Facilitation, Cross-training, Cross-selling, Partnering, Sales Process..., Development &...
Education
University of Southern California - Marshall School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.69 (Top 10% of class)
UCLA
Bachelor of Arts (BA), Psychology with Business and Labor & Workplace Studies
ABA Stonier Graduate School of Banking at Wharton 2010 — 2012
Graduate School of Banking Certificate through American Banker's Association (ABA)
Pacific Coast Bankers School (PCBS) at University of Washington 2008 — 2010
Graduate School of Banking Certificate, Honors, Citation Award for Thesis
Cannon Trust School at Pepperdine 2009 — 2011
Certified Trust Financial Advisor (CTFA), Trust Management and Estate Planning
UCLA Extension Certificate Programs
Paralegal Degree In Business Law & Litigation (1999), Personal Financial Planning (March 2013)
ABA National Commercial Lending School at SMU
Commercial Lending
Laura Battle Laura Battle's Santa Barbara Bank & Trust Experience September 1997 - February 1999
Job Vice President, Operations at Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group January 2000 - Present
TetraTech February 1999 - January 2000
Santa Barbara Bank & Trust September 1997 - February 1999
Education
University of California, Santa Barbara 1993 — 1997
B.A., Business Economics, Spanish
Pensionmark Retirement Group January 2000 - Present
TetraTech February 1999 - January 2000
Santa Barbara Bank & Trust September 1997 - February 1999
Education
University of California, Santa Barbara 1993 — 1997
B.A., Business Economics, Spanish
Thomas A. Munzig | MBA | CTFA Thomas A. Munzig | MBA | CTFA's Santa Barbara Bank & Trust Experience 2008 - 2010
Job Senior Trust and Fiduciary Specialist, International Specialist,Philanthropic Services Group at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo - Private Bank 2012 - Present
Topa Equities, Ltd. Family Office 2010 - 2012
Santa Barbara Bank & Trust 2008 - 2010
Wells Fargo - Private Bank, Family Wealth 1995 - 2008
Ojai-Tapo Citrus Assn. (Sunkist) 1985 - 1995
Topa Topa Ranch & Nursery, Inc. 1983 - 1995
Skills
Wealth Management, High Net Worth..., Wealth, Investment Management, Marketing, Family Office founding..., CRM, Finance, Asset Allocation, Investments, Portfolio Management, Financial Services, Banking, Business Planning, Philanthropy, Asset Management
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Executive Management
University of California, Santa Barbara 1972 — 1975
BA, English
Wells Fargo - Private Bank 2012 - Present
Topa Equities, Ltd. Family Office 2010 - 2012
Santa Barbara Bank & Trust 2008 - 2010
Wells Fargo - Private Bank, Family Wealth 1995 - 2008
Ojai-Tapo Citrus Assn. (Sunkist) 1985 - 1995
Topa Topa Ranch & Nursery, Inc. 1983 - 1995
Skills
Wealth Management, High Net Worth..., Wealth, Investment Management, Marketing, Family Office founding..., CRM, Finance, Asset Allocation, Investments, Portfolio Management, Financial Services, Banking, Business Planning, Philanthropy, Asset Management
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Executive Management
University of California, Santa Barbara 1972 — 1975
BA, English
Randall Figgins Randall Figgins's Santa Barbara Bank & Trust Experience August 2011 - December 2012
Job Business Banking Specialist at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank February 2014 - Present
Wells Fargo Home Mortgage December 2012 - Present
Santa Barbara Bank & Trust August 2011 - December 2012
Figgins Real Estate Services August 2008 - August 2011
Chase Home Finance July 2007 - August 2008
Wells Fargo Home Mortgage June 2006 - July 2007
Washington Mutual Bank November 1998 - June 2006
Skills
FHA, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Investment Properties, Loans, First Time Home Buyers, Residential Mortgages, Real Estate, VA loans, USDA, FHA financing, Investments, Real Estate Economics, Credit, Foreclosures, REO, Short Sales, Investors
Education
Santa Barbara City College
AA, Economics
Wells Fargo Bank February 2014 - Present
Wells Fargo Home Mortgage December 2012 - Present
Santa Barbara Bank & Trust August 2011 - December 2012
Figgins Real Estate Services August 2008 - August 2011
Chase Home Finance July 2007 - August 2008
Wells Fargo Home Mortgage June 2006 - July 2007
Washington Mutual Bank November 1998 - June 2006
Skills
FHA, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Investment Properties, Loans, First Time Home Buyers, Residential Mortgages, Real Estate, VA loans, USDA, FHA financing, Investments, Real Estate Economics, Credit, Foreclosures, REO, Short Sales, Investors
Education
Santa Barbara City College
AA, Economics
Graham Duck's Santa Barbara Bank & Trust Experience October 2002 - August 2006
Job Regional Project Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2012 - Present
Pacific Beach Community Development Corp 2009 - Present
U.S. Bank, N.A. August 2010 - November 2012
FBOP Corporation 2006 - 2009
Santa Barbara Bank & Trust October 2002 - August 2006
Skills
Branch Banking, Commercial Banking, Commercial Lending, Consumer Lending, Customer Service
Education
Point Loma Nazarene University 2009 — 2011
MBA
University of California, Santa Barbara
Bachelors Degree, Business Economics
University of Montana 2000 — 2001
None, Pre-Business
The Derryfield School 1996 — 2000
Highschool Diploma
U.S. Bank November 2012 - Present
Pacific Beach Community Development Corp 2009 - Present
U.S. Bank, N.A. August 2010 - November 2012
FBOP Corporation 2006 - 2009
Santa Barbara Bank & Trust October 2002 - August 2006
Skills
Branch Banking, Commercial Banking, Commercial Lending, Consumer Lending, Customer Service
Education
Point Loma Nazarene University 2009 — 2011
MBA
University of California, Santa Barbara
Bachelors Degree, Business Economics
University of Montana 2000 — 2001
None, Pre-Business
The Derryfield School 1996 — 2000
Highschool Diploma
Valerie (Valerie Rich) Weber Valerie (Valerie Rich) Weber's Santa Barbara Bank & Trust Experience January 2010 - February 2013
Job J.D., University of Houston Law Center
Industry Law Practice
Experience
Baker Hughes March 2014 - May 2015
Harris County Attorney's Office July 2013 - August 2013
University of Houston - Office of the General Counsel May 2013 - June 2013
Santa Barbara Bank & Trust January 2010 - February 2013
Santa Barbara Bank & Trust January 2009 - December 2009
Santa Barbara Bank & Trust September 2005 - December 2008
Skills
Loans, Banking, Compliance, Internal Controls, Financial Risk, Commercial Lending, Supervisory Skills, Policy, Procedure Development, Credit, Risk Management, Project Coordination, Legal Writing, Legal Research
Education
University of Houston Law Center 2012 — 2015
J.D., May 2015, cum laude
University of California, Santa Barbara 1998 — 2002
B.A., Business Economics & Psychology, magna cum laude
Baker Hughes March 2014 - May 2015
Harris County Attorney's Office July 2013 - August 2013
University of Houston - Office of the General Counsel May 2013 - June 2013
Santa Barbara Bank & Trust January 2010 - February 2013
Santa Barbara Bank & Trust January 2009 - December 2009
Santa Barbara Bank & Trust September 2005 - December 2008
Skills
Loans, Banking, Compliance, Internal Controls, Financial Risk, Commercial Lending, Supervisory Skills, Policy, Procedure Development, Credit, Risk Management, Project Coordination, Legal Writing, Legal Research
Education
University of Houston Law Center 2012 — 2015
J.D., May 2015, cum laude
University of California, Santa Barbara 1998 — 2002
B.A., Business Economics & Psychology, magna cum laude
Denise Donati Denise Donati's Santa Barbara Bank & Trust Experience November 1990 - January 2002
Job Realtor at Troop Real Estate, Inc.
Industry Real Estate
Experience
Troop Real Estate, Inc. July 2015 - Present
Berkshire Hathaway HomeServices California Realty March 2006 - July 2015
Santa Barbara Bank & Trust November 1990 - January 2002
Skills
Single Family Homes, Listings, First Time Home Buyers, Investment Properties, REO, Relocation, Foreclosures, Sellers, Short Sales, Real Estate, Townhomes, Buyer Representation, Condos, SFR, Building Clientele, Negotiation, Customer Service, Client Services, Client Relations, Client Development, Client Education, Client Rapport, Customer Satisfaction, Long-term Customer..., Residential Homes, Custom Homes, New Home Sales
Education
University of La Verne
Bachelor of Business Administration (BBA)
Troop Real Estate, Inc. July 2015 - Present
Berkshire Hathaway HomeServices California Realty March 2006 - July 2015
Santa Barbara Bank & Trust November 1990 - January 2002
Skills
Single Family Homes, Listings, First Time Home Buyers, Investment Properties, REO, Relocation, Foreclosures, Sellers, Short Sales, Real Estate, Townhomes, Buyer Representation, Condos, SFR, Building Clientele, Negotiation, Customer Service, Client Services, Client Relations, Client Development, Client Education, Client Rapport, Customer Satisfaction, Long-term Customer..., Residential Homes, Custom Homes, New Home Sales
Education
University of La Verne
Bachelor of Business Administration (BBA)
Nina Kobayashi Nina Kobayashi's Santa Barbara Bank & Trust Experience April 2003 - October 2011
Job Branch Manager, Vice President at Rabobank
Industry Banking
Experience
Rabobank September 2012 - Present
Mechanix Wear October 2011 - August 2012
Santa Barbara Bank & Trust April 2003 - October 2011
Skills
Banking, Deposits, Commercial Lending, Team Building, Leadership, Customer Service, Small Business, Strategic Planning, Loans, Budgets, Sales Management, Account Management, New Business Development, Coaching, Credit, Sales, Public Speaking, Advertising, Fundraising, Small Business Lending, Commercial Real Estate, Consumer Lending, Mortgage Servicing, Employee Training, Business Relationship..., Human Resources, Non-profit Volunteer
Education
University of Washington
Pacific Coast Banking School
UC Santa Barbara 1999 — 2003
Bachelor of Arts (BA), Sociology and English
University of Phoenix-Southern California Campus 2005 — 2007
Master of Education (M.Ed.), Early Childhood Education and Teaching
Rabobank September 2012 - Present
Mechanix Wear October 2011 - August 2012
Santa Barbara Bank & Trust April 2003 - October 2011
Skills
Banking, Deposits, Commercial Lending, Team Building, Leadership, Customer Service, Small Business, Strategic Planning, Loans, Budgets, Sales Management, Account Management, New Business Development, Coaching, Credit, Sales, Public Speaking, Advertising, Fundraising, Small Business Lending, Commercial Real Estate, Consumer Lending, Mortgage Servicing, Employee Training, Business Relationship..., Human Resources, Non-profit Volunteer
Education
University of Washington
Pacific Coast Banking School
UC Santa Barbara 1999 — 2003
Bachelor of Arts (BA), Sociology and English
University of Phoenix-Southern California Campus 2005 — 2007
Master of Education (M.Ed.), Early Childhood Education and Teaching
Pamela Karleskint Pamela Karleskint's Santa Barbara Bank & Trust Experience May 2005 - June 2011
Job Learning & Development Sr. Consultant, Sales & Care
Industry Banking
Experience
Citrix June 2011 - Present
Santa Barbara Bank & Trust May 2005 - June 2011
Skills
Project Management, Training, Onboarding, Employee Relations, Leadership Development, Coaching, Enterprise Software, Recruiting, Public Speaking, Management, Talent Management, Salesforce.com, SaaS, Team Building, Leadership, Performance Management
Education
University of California, Santa Barbara 1990 — 1992
BA, History
Citrix June 2011 - Present
Santa Barbara Bank & Trust May 2005 - June 2011
Skills
Project Management, Training, Onboarding, Employee Relations, Leadership Development, Coaching, Enterprise Software, Recruiting, Public Speaking, Management, Talent Management, Salesforce.com, SaaS, Team Building, Leadership, Performance Management
Education
University of California, Santa Barbara 1990 — 1992
BA, History
Stephanie Schaeffer Stephanie Schaeffer's Santa Barbara Bank & Trust Experience February 2006 - April 2009
Job Administrative Professional
Industry Executive Office
Experience
InDyned Inc June 2010 - October 2012
Santa Barbara Bank & Trust February 2006 - April 2009
Lompoc Unified School District March 2000 - June 2004
Orbital Sciences Corporations September 1993 - March 2000
General Dynamics August 1989 - March 1991
General Electric March 1984 - November 1986
Martin Marietta July 1977 - March 1984
Skills
Systems Engineering, Defense, Aerospace, Administration, Administrative..., Military, Program Management, Scheduling, DoD, Security Clearance, PowerPoint, Government Contracting, Earned Value Management
Education
University of Phoenix 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Phoenix 1984 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
InDyned Inc June 2010 - October 2012
Santa Barbara Bank & Trust February 2006 - April 2009
Lompoc Unified School District March 2000 - June 2004
Orbital Sciences Corporations September 1993 - March 2000
General Dynamics August 1989 - March 1991
General Electric March 1984 - November 1986
Martin Marietta July 1977 - March 1984
Skills
Systems Engineering, Defense, Aerospace, Administration, Administrative..., Military, Program Management, Scheduling, DoD, Security Clearance, PowerPoint, Government Contracting, Earned Value Management
Education
University of Phoenix 1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Phoenix 1984 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Gregory (Net Lease) NNN Garver Gregory (Net Lease) NNN Garver's Santa Barbara Bank & Trust Experience March 2000 - March 2001
Job NNN AKA Triple Net Lease Broker at NNN Brokers USA CRE Net Lease Agent | 1031 Exchange Property
Industry Commercial Real Estate
Experience
NNN Brokers USA - Triple Net Lease Brokers January 2010 - Present
Brokers USA Commercial Real Estate July 2007 - Present
Horwath HTL – USA 2007 - 2009
Marcus & Millichap Real Estate Investment May 2006 - June 2007
Days Inn Marina Motel February 2003 - August 2005
Santa Barbara Bank & Trust March 2000 - March 2001
Century 21 October 1995 - August 1996
Skills
Real Estate, Brokerage, Investment Properties, Real Estate Transactions, Investments, Real Estate Economics, Financial Analysis, Asset Management, 1031 Exchanges, Commercial Real Estate, nnn, Selling, Small Business, Commercial Mortgages, Asset, Commercial Real Estate..., triple net, beverly hills, Construction, triple net leases, Strategic Financial..., Property Management, shorenstein, REO, Leases, Sales, Foreclosures, Sellers, Tenant
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Science, Finance, Economics
Mira Costa High School 1990 — 1994
Triple Net Lease Motel Training, General Education
NNN Brokers USA - Triple Net Lease Brokers January 2010 - Present
Brokers USA Commercial Real Estate July 2007 - Present
Horwath HTL – USA 2007 - 2009
Marcus & Millichap Real Estate Investment May 2006 - June 2007
Days Inn Marina Motel February 2003 - August 2005
Santa Barbara Bank & Trust March 2000 - March 2001
Century 21 October 1995 - August 1996
Skills
Real Estate, Brokerage, Investment Properties, Real Estate Transactions, Investments, Real Estate Economics, Financial Analysis, Asset Management, 1031 Exchanges, Commercial Real Estate, nnn, Selling, Small Business, Commercial Mortgages, Asset, Commercial Real Estate..., triple net, beverly hills, Construction, triple net leases, Strategic Financial..., Property Management, shorenstein, REO, Leases, Sales, Foreclosures, Sellers, Tenant
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Science, Finance, Economics
Mira Costa High School 1990 — 1994
Triple Net Lease Motel Training, General Education
Donald Rapp Donald Rapp's Santa Barbara Bank & Trust Experience 2010 - 2013
Job Vice President and Relationship Manager at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank February 2015 - Present
Wedbush Bank August 2013 - March 2014
Santa Barbara Bank & Trust 2010 - 2013
Santa Barbara Bank & Trust June 1995 - December 2010
City National Bank 1986 - 1994
Sheldon L. Pollack Corporation 1984 - 1986
Crocker National Bank 1978 - 1984
MGIC Investment Company 1974 - 1978
United California Bank 1969 - 1974
Skills
Instructor, UCLA..., Published "The Guide to..., Certified General Real..., Real Estate Broker..., Mortgage Lending, Loans, Credit, Commercial Mortgages, Commercial Real Estate, Underwriting, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Real Estate, Finance, Banking, Credit Risk, Small Business Lending
Education
University of Southern California 1978 — 1981
MBA, Finance, Real Estate Emphasis, Finance
University of California, Santa Barbara 1967 — 1969
Bachelor of Arts (BA), Economics
Citizens Business Bank February 2015 - Present
Wedbush Bank August 2013 - March 2014
Santa Barbara Bank & Trust 2010 - 2013
Santa Barbara Bank & Trust June 1995 - December 2010
City National Bank 1986 - 1994
Sheldon L. Pollack Corporation 1984 - 1986
Crocker National Bank 1978 - 1984
MGIC Investment Company 1974 - 1978
United California Bank 1969 - 1974
Skills
Instructor, UCLA..., Published "The Guide to..., Certified General Real..., Real Estate Broker..., Mortgage Lending, Loans, Credit, Commercial Mortgages, Commercial Real Estate, Underwriting, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Real Estate, Finance, Banking, Credit Risk, Small Business Lending
Education
University of Southern California 1978 — 1981
MBA, Finance, Real Estate Emphasis, Finance
University of California, Santa Barbara 1967 — 1969
Bachelor of Arts (BA), Economics
Patricia Bland Patricia Bland's Santa Barbara Bank & Trust Experience June 2006 - May 2011
Job RetiredVP & Branch Manager at Rabobank NA
Industry Banking
Experience
Retired Banker Manager November 2014 - Present
Rabobank NA June 2011 - November 2014
Santa Barbara Bank & Trust June 2006 - May 2011
Bank of America January 1978 - March 2006
Skills
Management, Banking, Commercial Banking, Retail Banking, Customer Service, Sales, Leadership, Strategic Planning, Credit Analysis, Loans, Credit
Education
University of California, Davis 1973 — 1977
BS Ag Econ & Business Management, Agribusiness/Agricultural Business Operations
Retired Banker Manager November 2014 - Present
Rabobank NA June 2011 - November 2014
Santa Barbara Bank & Trust June 2006 - May 2011
Bank of America January 1978 - March 2006
Skills
Management, Banking, Commercial Banking, Retail Banking, Customer Service, Sales, Leadership, Strategic Planning, Credit Analysis, Loans, Credit
Education
University of California, Davis 1973 — 1977
BS Ag Econ & Business Management, Agribusiness/Agricultural Business Operations
Susanna Cumming Susanna Cumming's Santa Barbara Bank & Trust Experience May 2010 - Present
Job Banking Professional
Industry Banking
Experience
Santa Barbara Bank & Trust May 2010 - Present
UC Santa Barbara July 1993 - July 2008
Skills
Writing, Editing, Research, Retail Banking, Teaching, Software, Microsoft Office, Graphics, Web Design, Leadership, Customer Service, Branch Banking, Teamwork, Training, Access, Banking, Analysis, Commercial Banking, Deposits, Loans, Time Management, Administration, Credit Analysis, Team Leadership, Small Business Lending
Education
UCLA 1981 — 1988
PhD, Linguistics
UC Santa Cruz 1977 — 1981
BA, Linguistics
Santa Barbara Bank & Trust May 2010 - Present
UC Santa Barbara July 1993 - July 2008
Skills
Writing, Editing, Research, Retail Banking, Teaching, Software, Microsoft Office, Graphics, Web Design, Leadership, Customer Service, Branch Banking, Teamwork, Training, Access, Banking, Analysis, Commercial Banking, Deposits, Loans, Time Management, Administration, Credit Analysis, Team Leadership, Small Business Lending
Education
UCLA 1981 — 1988
PhD, Linguistics
UC Santa Cruz 1977 — 1981
BA, Linguistics
Dean Aloe Dean Aloe's Santa Barbara Bank & Trust Experience 2001 - 2002
Job Sr. Commercial Lender at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance April 2004 - Present
First Republic Bank 2002 - 2004
Santa Barbara Bank & Trust 2001 - 2002
Skills
Commercial Lending, Loans, Finance, Credit, Small Business Lending, SBA, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Credit Analysis, Portfolio Management, Loan Origination, Asset Based Lending, Mortgage Lending, Real Estate Economics, Lines Of Credit, Small Business, Cash Flow
Education
UCLA
CDC Small Business Finance April 2004 - Present
First Republic Bank 2002 - 2004
Santa Barbara Bank & Trust 2001 - 2002
Skills
Commercial Lending, Loans, Finance, Credit, Small Business Lending, SBA, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Credit Analysis, Portfolio Management, Loan Origination, Asset Based Lending, Mortgage Lending, Real Estate Economics, Lines Of Credit, Small Business, Cash Flow
Education
UCLA
Chris (Dougherty) DeVries Chris (Dougherty) DeVries's Santa Barbara Bank & Trust Experience March 2009 - December 2009
Job Managing Director, Private Banking at Union Bank
Industry Banking
Experience
Union Bank April 2014 - Present
Union Bank January 2010 - April 2014
Santa Barbara Bank & Trust March 2009 - December 2009
Santa Barbara Bank & Trust October 2006 - March 2008
Montecito Bank & Trust August 2003 - September 2006
First Republic Bank August 2002 - August 2003
Santa Barbara Bank & Trust November 1993 - August 2002
Wells Fargo November 1985 - November 1993
Central Bank of Lake of the Ozarks October 1984 - September 1985
Old Admiral's Inn October 1983 - September 1984
Skills
Banking, Leadership, Investments, Business Development, Commercial Banking, Wealth Management, Sales, New Business Development, Branch Banking, Selling, Private Banking, Relationship Management, Loans, Time Management, Credit, Small Business Lending, Commercial Lending, Retail Banking, Portfolio Management, Credit Analysis
Education
University of Delaware 1979 — 1984
Bachelor of Arts (B.A.), English with a concentration in Journalism
Archmere Academy 1975 — 1979
Union Bank April 2014 - Present
Union Bank January 2010 - April 2014
Santa Barbara Bank & Trust March 2009 - December 2009
Santa Barbara Bank & Trust October 2006 - March 2008
Montecito Bank & Trust August 2003 - September 2006
First Republic Bank August 2002 - August 2003
Santa Barbara Bank & Trust November 1993 - August 2002
Wells Fargo November 1985 - November 1993
Central Bank of Lake of the Ozarks October 1984 - September 1985
Old Admiral's Inn October 1983 - September 1984
Skills
Banking, Leadership, Investments, Business Development, Commercial Banking, Wealth Management, Sales, New Business Development, Branch Banking, Selling, Private Banking, Relationship Management, Loans, Time Management, Credit, Small Business Lending, Commercial Lending, Retail Banking, Portfolio Management, Credit Analysis
Education
University of Delaware 1979 — 1984
Bachelor of Arts (B.A.), English with a concentration in Journalism
Archmere Academy 1975 — 1979
Kathleen McIntosh Kathleen McIntosh's Santa Barbara Bank & Trust Experience November 2004 - Present
Job Personnel / Contracts & Grants Analyst at UC Santa Barbara
Industry Banking
Experience
UC Santa Barbara May 2014 - Present
Santa Barbara Bank & Trust November 2004 - Present
UC Santa Barbara July 2013 - May 2014
Santa Barbara Bank & Trust 2001 - 2004
Santa Barbara Farmers Market 1987 - 1999
Skills
Customer Service, Employee Training, Project Management, Close Attention to..., Sales, Social Networking, Team Leadership, Public Speaking, Performance Management, Employee Relations, CRM, Human Resources, Risk Management, Banking, Commercial Lending, Finance, Portfolio Management, Analysis, Recruiting, Process Improvement, Retail Banking
Education
UCSB
Bachelor of Arts (B.A.), Sociology
UC Santa Barbara May 2014 - Present
Santa Barbara Bank & Trust November 2004 - Present
UC Santa Barbara July 2013 - May 2014
Santa Barbara Bank & Trust 2001 - 2004
Santa Barbara Farmers Market 1987 - 1999
Skills
Customer Service, Employee Training, Project Management, Close Attention to..., Sales, Social Networking, Team Leadership, Public Speaking, Performance Management, Employee Relations, CRM, Human Resources, Risk Management, Banking, Commercial Lending, Finance, Portfolio Management, Analysis, Recruiting, Process Improvement, Retail Banking
Education
UCSB
Bachelor of Arts (B.A.), Sociology
Kristy Wolff Kristy Wolff's Santa Barbara Bank & Trust Experience February 2011 - June 2012
Job Account Manager at CJ Affiliate by Conversant
Industry Internet
Experience
CJ Affiliate by Conversant May 2015 - Present
CJ Affiliate by Conversant March 2014 - May 2015
CJ Affiliate by Conversant June 2012 - March 2014
Santa Barbara Bank & Trust February 2011 - June 2012
Skills
Online Advertising, Social Media, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Communications, Advertising, Social Networking, Public Relations, Online Marketing, Marketing, Blogging, SEM, Web Analytics
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts (B.A.), Business Management and Economics
CJ Affiliate by Conversant May 2015 - Present
CJ Affiliate by Conversant March 2014 - May 2015
CJ Affiliate by Conversant June 2012 - March 2014
Santa Barbara Bank & Trust February 2011 - June 2012
Skills
Online Advertising, Social Media, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Communications, Advertising, Social Networking, Public Relations, Online Marketing, Marketing, Blogging, SEM, Web Analytics
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts (B.A.), Business Management and Economics
Shadean Runyen Shadean Runyen's Santa Barbara Bank & Trust Experience December 2011 - Present
Job VP, Senior Unit Risk Manager at Santa Barbara Bank & Trust
Industry Banking
Experience
Santa Barbara Bank & Trust December 2011 - Present
Lenco Mobile Inc. December 2010 - December 2011
Miravant Medical Technologies 1998 - 2006
PwC (Formerly Coopers & Lybrand) 1994 - 1998
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
Santa Barbara Bank & Trust December 2011 - Present
Lenco Mobile Inc. December 2010 - December 2011
Miravant Medical Technologies 1998 - 2006
PwC (Formerly Coopers & Lybrand) 1994 - 1998
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
KC Daters's Santa Barbara Bank & Trust Experience 2004 - 2006
Job Director, Client Development at BrightRoll
Industry Marketing and Advertising
Experience
BrightRoll November 2014 - Present
eBay September 2011 - November 2014
eBay June 2008 - September 2011
Commission Junction 2006 - 2008
Santa Barbara Bank & Trust 2004 - 2006
Bacara Resort and Spa 2001 - 2003
Skills
Affiliate Marketing, E-commerce, PPC, Online Advertising, Salesforce.com
Education
University of California, Santa Barbara
B.A., Business Economics
BrightRoll November 2014 - Present
eBay September 2011 - November 2014
eBay June 2008 - September 2011
Commission Junction 2006 - 2008
Santa Barbara Bank & Trust 2004 - 2006
Bacara Resort and Spa 2001 - 2003
Skills
Affiliate Marketing, E-commerce, PPC, Online Advertising, Salesforce.com
Education
University of California, Santa Barbara
B.A., Business Economics
David Deley David Deley's Santa Barbara Bank & Trust Experience July 2012 - December 2012
Job Software Developer, Embedded, at Santa Barbara Control Systems
Industry Research
Experience
County Alcohol, Drug and Mental Health Services May 2015 - September 2015
Santa Barbara Control Systems January 2013 - April 2014
Santa Barbara Bank & Trust July 2012 - December 2012
UC Santa Barbara August 2011 - October 2011
Multi-Edit Software, Inc. 2000 - 2010
Applied Magnetics Corporation 1992 - 2000
General Research Corporation 1984 - 1992
Skills
XML, Software Development, JavaScript, Linux, SQL, Visual Basic, C#, Programming, Databases, Assembly Language, HTML, CSS, PHP, C, Operating Systems, Embedded Systems, Embedded Software, HTML5, XHTML, Python, Java, Amazon Kindle, OOP, Unix, C++, Networking, Software Engineering, SDLC, MySQL, Visual Studio, Eclipse, Algorithms, Perl, Refactoring
Education
University of California, Santa Barbara 1985 — 1997
Master's, Electrical & Computer Engineering
University of California, Santa Barbara 1981 — 1985
Bachelor's, Mechanical & Environmental Engineering
County Alcohol, Drug and Mental Health Services May 2015 - September 2015
Santa Barbara Control Systems January 2013 - April 2014
Santa Barbara Bank & Trust July 2012 - December 2012
UC Santa Barbara August 2011 - October 2011
Multi-Edit Software, Inc. 2000 - 2010
Applied Magnetics Corporation 1992 - 2000
General Research Corporation 1984 - 1992
Skills
XML, Software Development, JavaScript, Linux, SQL, Visual Basic, C#, Programming, Databases, Assembly Language, HTML, CSS, PHP, C, Operating Systems, Embedded Systems, Embedded Software, HTML5, XHTML, Python, Java, Amazon Kindle, OOP, Unix, C++, Networking, Software Engineering, SDLC, MySQL, Visual Studio, Eclipse, Algorithms, Perl, Refactoring
Education
University of California, Santa Barbara 1985 — 1997
Master's, Electrical & Computer Engineering
University of California, Santa Barbara 1981 — 1985
Bachelor's, Mechanical & Environmental Engineering
Suzanne Perna's Santa Barbara Bank & Trust Experience May 1988 - May 1990
Job General Manager/Rupert Cornelius, local womens clothing store
Industry Retail
Experience
Rupert Cornelius July 2002 - Present
Santa Barbara Bank & Trust May 1988 - May 1990
Montecito Bank & Trust March 1985 - January 1988
Skills
Attentiveness to Detail, Payroll Services, Organizational Vision, Account Reconciliation, Employee Training, Managing Associates, Associate Development, Store Operations, Sales, Retail, Visual Merchandising, Customer Service, Leadership, Social Media Marketing, Marketing, Recruiting
Education
Santa Barbara City College 1982 — 1983
General Studies
Rupert Cornelius July 2002 - Present
Santa Barbara Bank & Trust May 1988 - May 1990
Montecito Bank & Trust March 1985 - January 1988
Skills
Attentiveness to Detail, Payroll Services, Organizational Vision, Account Reconciliation, Employee Training, Managing Associates, Associate Development, Store Operations, Sales, Retail, Visual Merchandising, Customer Service, Leadership, Social Media Marketing, Marketing, Recruiting
Education
Santa Barbara City College 1982 — 1983
General Studies
Sean Byrnes Sean Byrnes's Santa Barbara Bank & Trust Experience June 2005 - September 2005
Job Senior Associate Partner Implementation at Practice Fusion
Industry Hospital & Health Care
Experience
Practice Fusion February 2014 - Present
GlobalCollect September 2012 - February 2014
ADR Services, Inc September 2009 - September 2012
Santa Barbara Rape Crisis Center September 2008 - December 2008
Santa Barbara Superior Court June 2008 - September 2008
Pascucci/Zaffro's Restaurant April 2006 - June 2008
Santa Barbara Bank & Trust June 2005 - September 2005
Skills
Business Development, Customer Service, Event Planning, Management, Marketing Strategy, Mediation, PowerPoint, Sales, Salesforce.com, Social Media, Integration, RESTful WebServices, APIs
Education
University of California, Santa Barbara 2004 — 2008
B.A., Business Economics
Practice Fusion February 2014 - Present
GlobalCollect September 2012 - February 2014
ADR Services, Inc September 2009 - September 2012
Santa Barbara Rape Crisis Center September 2008 - December 2008
Santa Barbara Superior Court June 2008 - September 2008
Pascucci/Zaffro's Restaurant April 2006 - June 2008
Santa Barbara Bank & Trust June 2005 - September 2005
Skills
Business Development, Customer Service, Event Planning, Management, Marketing Strategy, Mediation, PowerPoint, Sales, Salesforce.com, Social Media, Integration, RESTful WebServices, APIs
Education
University of California, Santa Barbara 2004 — 2008
B.A., Business Economics
Arthur Troy's Santa Barbara Bank & Trust Experience November 2010 - December 2012
Job
Industry Banking
Experience
Citibank December 2012 - July 2015
Santa Barbara Bank & Trust November 2010 - December 2012
Wells Fargo Bank (formerly Greater Bay Bancorp) September 2006 - November 2010
Citibank (formerly California Federal Bank) August 1999 - September 2006
Sanwa Bank January 1998 - August 1999
Comerica Bank June 1993 - December 1997
The Pacific Bank June 1992 - June 1993
Mellon/Mc Mahan Real Estate Advisors February 1990 - June 1992
Joseph J. Blake & Associates 1987 - 1990
COMPS 1987 - 1987
Skills
Valuation, Loans, Appraisals, Credit, Real Estate, Real Estate Economics
Education
University of California, Berkeley 1982 — 1987
Citibank December 2012 - July 2015
Santa Barbara Bank & Trust November 2010 - December 2012
Wells Fargo Bank (formerly Greater Bay Bancorp) September 2006 - November 2010
Citibank (formerly California Federal Bank) August 1999 - September 2006
Sanwa Bank January 1998 - August 1999
Comerica Bank June 1993 - December 1997
The Pacific Bank June 1992 - June 1993
Mellon/Mc Mahan Real Estate Advisors February 1990 - June 1992
Joseph J. Blake & Associates 1987 - 1990
COMPS 1987 - 1987
Skills
Valuation, Loans, Appraisals, Credit, Real Estate, Real Estate Economics
Education
University of California, Berkeley 1982 — 1987
James Hose, HCS's Santa Barbara Bank & Trust Experience April 2001 - Present
Job Senior Employment Officer
Industry Human Resources
Experience
Santa Barbara Bank & Trust April 2001 - Present
Technicolor November 1998 - February 2001
Glendale Federal Bank 1991 - 1998
Education
University of Arizona 1971 — 1975
BS, Child Development/Family Relations
Santa Barbara Bank & Trust April 2001 - Present
Technicolor November 1998 - February 2001
Glendale Federal Bank 1991 - 1998
Education
University of Arizona 1971 — 1975
BS, Child Development/Family Relations
David Bakey's Santa Barbara Bank & Trust Experience 2002 - 2003
Job VP, Acquisition Marketing at Harry's Grooming
Industry Consumer Goods
Experience
Harry's Grooming June 2015 - Present
RealtyShares September 2012 - Present
lynda.com January 2012 - May 2015
BenefitLabs.com January 2010 - December 2014
Ocenture, LLC February 2008 - January 2010
Bargain Network January 2006 - March 2008
Comm Usa July 2003 - January 2006
Santa Barbara Bank & Trust 2002 - 2003
Cisco Systems 1999 - 2002
Skills
Marketing, Business Development, Product Development, Web Analytics, Marketing Strategy, Strategic Partnerships, Email Marketing, Online Advertising, SEM, Entrepreneurship, Management, Program Management, Online Marketing, E-commerce, Project Management, Sales, Lead Generation, Digital Marketing, Web Development, Google Analytics, SEO, Direct Marketing, Social Media Marketing, Product Management, Analytics, SaaS, Start-ups, Strategy
Education
University of California, Santa Barbara 1999 — 2003
B.A., Law & Society
Harry's Grooming June 2015 - Present
RealtyShares September 2012 - Present
lynda.com January 2012 - May 2015
BenefitLabs.com January 2010 - December 2014
Ocenture, LLC February 2008 - January 2010
Bargain Network January 2006 - March 2008
Comm Usa July 2003 - January 2006
Santa Barbara Bank & Trust 2002 - 2003
Cisco Systems 1999 - 2002
Skills
Marketing, Business Development, Product Development, Web Analytics, Marketing Strategy, Strategic Partnerships, Email Marketing, Online Advertising, SEM, Entrepreneurship, Management, Program Management, Online Marketing, E-commerce, Project Management, Sales, Lead Generation, Digital Marketing, Web Development, Google Analytics, SEO, Direct Marketing, Social Media Marketing, Product Management, Analytics, SaaS, Start-ups, Strategy
Education
University of California, Santa Barbara 1999 — 2003
B.A., Law & Society
Pierre E. Joudy's Santa Barbara Bank & Trust Experience March 2009 - August 2011
Job Experienced Accounting Professional
Industry Accounting
Experience
Clifton Douglas, LLP August 2014 - Present
The Siegfried Group August 2011 - August 2014
Santa Barbara Bank & Trust March 2009 - August 2011
KPMG August 2006 - October 2008
UC Santa Barbara September 2004 - June 2006
Damitz Brooks Nightingale Turner and Morrisset January 2005 - April 2006
Skills
Financial Reporting, Variance Analysis, SEC filings, 10K, 10Q, XBRL, General Ledger, Month End Close, Journal Entries, Account Reconciliation, Bank Reconciliation, Budget Process, Technical Accounting..., Project Management, Process Improvement, Employee Training, Teaching, Cognos, PeopleSoft, nVision, Microsoft Excel, Microsoft Word, Lacerte, Accounting, Mergers & Acquisitions, Financial Statements, Sarbanes-Oxley Act, GAAP, Internal Controls, Auditing, Sarbanes-Oxley, Consolidation, Forecasting, External Audit, US GAAP, Budgets, Financial Accounting, Bookkeeping, Big 4, IFRS, Cash Flow, SEC Financial Reporting, Accounting Research, Accounts Payable, Accounts Receivable, Training, Analysis, Finance, Revenue Recognition, CPA
Education
University of California, Santa Barbara 2001 — 2006
B.A.
Clifton Douglas, LLP August 2014 - Present
The Siegfried Group August 2011 - August 2014
Santa Barbara Bank & Trust March 2009 - August 2011
KPMG August 2006 - October 2008
UC Santa Barbara September 2004 - June 2006
Damitz Brooks Nightingale Turner and Morrisset January 2005 - April 2006
Skills
Financial Reporting, Variance Analysis, SEC filings, 10K, 10Q, XBRL, General Ledger, Month End Close, Journal Entries, Account Reconciliation, Bank Reconciliation, Budget Process, Technical Accounting..., Project Management, Process Improvement, Employee Training, Teaching, Cognos, PeopleSoft, nVision, Microsoft Excel, Microsoft Word, Lacerte, Accounting, Mergers & Acquisitions, Financial Statements, Sarbanes-Oxley Act, GAAP, Internal Controls, Auditing, Sarbanes-Oxley, Consolidation, Forecasting, External Audit, US GAAP, Budgets, Financial Accounting, Bookkeeping, Big 4, IFRS, Cash Flow, SEC Financial Reporting, Accounting Research, Accounts Payable, Accounts Receivable, Training, Analysis, Finance, Revenue Recognition, CPA
Education
University of California, Santa Barbara 2001 — 2006
B.A.
Niraj Gupta's Santa Barbara Bank & Trust Experience October 2011 - March 2012
Job Senior Manager infrastructure architecture at AT&T entertainment and internet services division
Industry Information Technology and Services
Experience
AT&T October 2012 - Present
Simi Conejo Linux Users Group 2000 - Present
avatar enterprises 2000 - Present
Toyota Financial Services April 2012 - November 2012
Santa Barbara Bank & Trust October 2011 - March 2012
CSC March 2010 - November 2011
Farmers Insurance Group 2007 - November 2011
Farmers Insurance October 2007 - October 2011
symmetricom July 2002 - October 2007
qosmetrics 2003 - 2007
Skills
Databases, Data Center, Disaster Recovery, Linux
Education
ncst 1991 — 1992
pg diploma, computer enggineering
Shivaji University 1984 — 1989
bachelor's, computer engg
d y patil 1984 — 1989
Bachelor of Science (BS), Computer Engineering
AT&T October 2012 - Present
Simi Conejo Linux Users Group 2000 - Present
avatar enterprises 2000 - Present
Toyota Financial Services April 2012 - November 2012
Santa Barbara Bank & Trust October 2011 - March 2012
CSC March 2010 - November 2011
Farmers Insurance Group 2007 - November 2011
Farmers Insurance October 2007 - October 2011
symmetricom July 2002 - October 2007
qosmetrics 2003 - 2007
Skills
Databases, Data Center, Disaster Recovery, Linux
Education
ncst 1991 — 1992
pg diploma, computer enggineering
Shivaji University 1984 — 1989
bachelor's, computer engg
d y patil 1984 — 1989
Bachelor of Science (BS), Computer Engineering
Nathan Duda's Santa Barbara Bank & Trust Experience August 2011 - November 2012
Job Chief Accounting Officer at Mechanics Bank
Industry Financial Services
Experience
Mechanics Bank July 2015 - Present
Banc of California, Inc. March 2014 - July 2015
Banc of California, Inc. June 2013 - March 2014
Union Bank December 2012 - June 2013
Santa Barbara Bank & Trust August 2011 - November 2012
OneWest Bank January 2010 - August 2011
OneWest Bank November 2009 - January 2010
Affinity Bank April 2008 - November 2009
KPMG Audit October 2002 - April 2008
Skills
Financial Analysis, Financial Reporting, Due Diligence, Banking, SEC filings, Accounting, Financial Modeling, Sarbanes-Oxley Act, Valuation, Risk Management, Corporate Finance, Internal Controls, Auditing, Cash Management, Credit, Credit Analysis, Finance, Executive Management, Financial Risk, Internal Audit, Leadership, Management, Mergers, Loans, Private Equity, Strategic Financial..., Treasury Management
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts (B.A.), Business Economics
Mechanics Bank July 2015 - Present
Banc of California, Inc. March 2014 - July 2015
Banc of California, Inc. June 2013 - March 2014
Union Bank December 2012 - June 2013
Santa Barbara Bank & Trust August 2011 - November 2012
OneWest Bank January 2010 - August 2011
OneWest Bank November 2009 - January 2010
Affinity Bank April 2008 - November 2009
KPMG Audit October 2002 - April 2008
Skills
Financial Analysis, Financial Reporting, Due Diligence, Banking, SEC filings, Accounting, Financial Modeling, Sarbanes-Oxley Act, Valuation, Risk Management, Corporate Finance, Internal Controls, Auditing, Cash Management, Credit, Credit Analysis, Finance, Executive Management, Financial Risk, Internal Audit, Leadership, Management, Mergers, Loans, Private Equity, Strategic Financial..., Treasury Management
Education
University of California, Santa Barbara 2000 — 2002
Bachelor of Arts (B.A.), Business Economics
Randy Glantz's Santa Barbara Bank & Trust Experience November 2010 - April 2013
Job VP Portfolio Risk Analytics Manager at Union Bank
Industry Banking
Experience
Union Bank April 2013 - Present
Santa Barbara Bank & Trust November 2010 - April 2013
IPS-Sendero (a division of FiServ February 2003 - November 2010
Impac Mortage Holdings February 2002 - March 2003
Bluebonnet Savings Bank February 1999 - February 2002
Home Savings of America May 1997 - October 1998
ValliCorp Holdings, Inc December 1995 - May 1997
Skills
ALM, Banking, Interest Rate Risk..., Analytics, Business Analysis, Financial Analysis, Portfolio Management, Financial Institutions, Funds Transfer Pricing, QRM, Bancware, Loan Analysis, Investment Analysis, Economics, Economic Capital, Sendero, FTP, Bank Mergers, Loan Prepayment Studies, NonMaturity Deposit..., Bank Consulting, Advanced Excel, Bank Asset-Liability..., Bank Strategic Planning, Microsoft Excel, Valuation, Loans, Corporate Finance, Mergers, Cash Management, Executive Management, Finance, Risk Management
Education
University of California, Santa Barbara 1982 — 1985
MA, Economics
University of California, Santa Barbara 1978 — 1981
BA, Economics & Mathematics
Union Bank April 2013 - Present
Santa Barbara Bank & Trust November 2010 - April 2013
IPS-Sendero (a division of FiServ February 2003 - November 2010
Impac Mortage Holdings February 2002 - March 2003
Bluebonnet Savings Bank February 1999 - February 2002
Home Savings of America May 1997 - October 1998
ValliCorp Holdings, Inc December 1995 - May 1997
Skills
ALM, Banking, Interest Rate Risk..., Analytics, Business Analysis, Financial Analysis, Portfolio Management, Financial Institutions, Funds Transfer Pricing, QRM, Bancware, Loan Analysis, Investment Analysis, Economics, Economic Capital, Sendero, FTP, Bank Mergers, Loan Prepayment Studies, NonMaturity Deposit..., Bank Consulting, Advanced Excel, Bank Asset-Liability..., Bank Strategic Planning, Microsoft Excel, Valuation, Loans, Corporate Finance, Mergers, Cash Management, Executive Management, Finance, Risk Management
Education
University of California, Santa Barbara 1982 — 1985
MA, Economics
University of California, Santa Barbara 1978 — 1981
BA, Economics & Mathematics
Hosein Sarrafan's Santa Barbara Bank & Trust Experience April 1998 - August 2001
Job Vice President at City National Bank
Industry Banking
Experience
Lions Clubs International December 2014 - Present
City National Bank November 2012 - Present
Bank of the West February 2003 - November 2012
Select Personnel Services August 2001 - February 2003
Santa Barbara Bank & Trust April 1998 - August 2001
Wells Fargo August 1995 - April 1998
Skills
Financial Analysis, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Loans, Retail Banking, Finance, Investments, Sales Management, Insurance, New Business Development, Leadership, Wealth Management, Customer Service, Strategic Financial..., Small Business Lending, Credit, Consumer Lending, Loan Origination, Entrepreneurship, Small Business, Executive Management, Underwriting, Sales, Business Development, Real Estate, Team Building, Budgets, Negotiation, Time Management, Training, Management, Portfolio Management, Business Planning, Financial Services, Customer Retention, Due Diligence, Credit Analysis, Mortgage Banking, Asset Management, Branch Management, Relationship Management, Cash Management, Risk Management, SBA, Lines Of Credit, Deposits, Credit Risk, Branch Banking
Education
University of California, Santa Barbara 1993 — 1996
Bachelor of Arts (B.A.), Mathematics & Psychology
University of California, Los Angeles
Certified FInancial Planning
Lions Clubs International December 2014 - Present
City National Bank November 2012 - Present
Bank of the West February 2003 - November 2012
Select Personnel Services August 2001 - February 2003
Santa Barbara Bank & Trust April 1998 - August 2001
Wells Fargo August 1995 - April 1998
Skills
Financial Analysis, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Loans, Retail Banking, Finance, Investments, Sales Management, Insurance, New Business Development, Leadership, Wealth Management, Customer Service, Strategic Financial..., Small Business Lending, Credit, Consumer Lending, Loan Origination, Entrepreneurship, Small Business, Executive Management, Underwriting, Sales, Business Development, Real Estate, Team Building, Budgets, Negotiation, Time Management, Training, Management, Portfolio Management, Business Planning, Financial Services, Customer Retention, Due Diligence, Credit Analysis, Mortgage Banking, Asset Management, Branch Management, Relationship Management, Cash Management, Risk Management, SBA, Lines Of Credit, Deposits, Credit Risk, Branch Banking
Education
University of California, Santa Barbara 1993 — 1996
Bachelor of Arts (B.A.), Mathematics & Psychology
University of California, Los Angeles
Certified FInancial Planning
Galina Lindner's Santa Barbara Bank & Trust Experience 2004 - 2005
Job Human Resources Manager at Kaplan International (Graham Holdings)
Industry Human Resources
Experience
Kaplan International (Graham Holdings) June 2011 - Present
Channel Islands YMCA January 2009 - May 2011
A+ Refrigeration, Heating & Air Conditioning October 2007 - May 2011
Prundential & Century 21 2006 - 2008
Santa Barbara Bank & Trust 2004 - 2005
Skills
Employee Relations, Employment Law, Employee Engagement, Performance Management, Recruiting, Human Resources, Onboarding, Organizational..., Coaching, Payroll, Employee Benefits, Benefits Administration, Talent Acquisition, Workers’ Compensation, Leaves of Absences, HR Systems, HRIS, Workforce Planning, Personnel Management
Education
University of California, Santa Barbara 2008 — 2012
Human Resources Management Certificate
Westmont College 2000 — 2004
Bachelor of Arts (B.A.), Economics & Business
Kaplan International (Graham Holdings) June 2011 - Present
Channel Islands YMCA January 2009 - May 2011
A+ Refrigeration, Heating & Air Conditioning October 2007 - May 2011
Prundential & Century 21 2006 - 2008
Santa Barbara Bank & Trust 2004 - 2005
Skills
Employee Relations, Employment Law, Employee Engagement, Performance Management, Recruiting, Human Resources, Onboarding, Organizational..., Coaching, Payroll, Employee Benefits, Benefits Administration, Talent Acquisition, Workers’ Compensation, Leaves of Absences, HR Systems, HRIS, Workforce Planning, Personnel Management
Education
University of California, Santa Barbara 2008 — 2012
Human Resources Management Certificate
Westmont College 2000 — 2004
Bachelor of Arts (B.A.), Economics & Business
Allison Keenan's Santa Barbara Bank & Trust Experience March 2007 - December 2012
Job Mortgage Consultant at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Santa Barbara Bank & Trust March 2007 - December 2012
GMAC Mortgage 2006 - 2006
Wells Fargo Home Mortgage 2002 - 2006
Skills
Loans, Sales, Credit, Real Estate, Banking, Finance, Financial Analysis, Risk Management, Loan Origination, Commercial Lending, Credit Analysis, Investment Properties, Commercial Banking, Small Business Lending, Consumer Lending, Refinance
Education
University of California Santa Barbara 1996 — 2001
Bachelor of Arts (B.A.)
Union Bank December 2012 - Present
Santa Barbara Bank & Trust March 2007 - December 2012
GMAC Mortgage 2006 - 2006
Wells Fargo Home Mortgage 2002 - 2006
Skills
Loans, Sales, Credit, Real Estate, Banking, Finance, Financial Analysis, Risk Management, Loan Origination, Commercial Lending, Credit Analysis, Investment Properties, Commercial Banking, Small Business Lending, Consumer Lending, Refinance
Education
University of California Santa Barbara 1996 — 2001
Bachelor of Arts (B.A.)
Alicia Friedrich's Santa Barbara Bank & Trust Experience February 2012 - September 2012
Job Financial Analyst at Raytheon Space and Airborne Systems
Industry Defense & Space
Experience
Raytheon Space and Airborne Systems October 2012 - Present
Santa Barbara Bank & Trust February 2012 - September 2012
Santa Barbara Bank & Trust March 2009 - February 2012
University College Cork Athletics Department August 2008 - January 2009
CMC Public Affairs and Communications September 2007 - May 2008
Skills
Earned Value Management, Financial Analysis, Financial Forecasting, Analysis, Commercial Banking, Research, Insurance, Policy Analysis, Public Speaking, Loan Servicing, G/L Reconciliations, Microsoft Excel, Microsoft Word, Business Analysis, Finance, Data Analysis, Financial Modeling, Economics
Education
Claremont McKenna College 2004 — 2008
B.A., International Relations, Government
University College Cork 2007 — 2007
Study Abroad Program, Irish & European Politics
Laguna Blanca School 2000 — 2004
High School Diploma
Raytheon Space and Airborne Systems October 2012 - Present
Santa Barbara Bank & Trust February 2012 - September 2012
Santa Barbara Bank & Trust March 2009 - February 2012
University College Cork Athletics Department August 2008 - January 2009
CMC Public Affairs and Communications September 2007 - May 2008
Skills
Earned Value Management, Financial Analysis, Financial Forecasting, Analysis, Commercial Banking, Research, Insurance, Policy Analysis, Public Speaking, Loan Servicing, G/L Reconciliations, Microsoft Excel, Microsoft Word, Business Analysis, Finance, Data Analysis, Financial Modeling, Economics
Education
Claremont McKenna College 2004 — 2008
B.A., International Relations, Government
University College Cork 2007 — 2007
Study Abroad Program, Irish & European Politics
Laguna Blanca School 2000 — 2004
High School Diploma
Keith Shirozono's Santa Barbara Bank & Trust Experience October 2005 - June 2007
Job Operations Coordinator at Paul's TV
Industry Banking
Experience
Paul's TV November 2014 - Present
Romano's Macaroni Grill April 2014 - November 2014
CVS Pharmacy March 2012 - June 2014
Federal Reserve Bank of San Francisco June 2007 - June 2008
Santa Barbara Bank & Trust October 2005 - June 2007
Wescorp 2003 - 2005
Canon USA 1997 - 2002
Imperial Bank 1977 - 1997
Skills
Management, Customer Service, Item Processing, Banking, Leadership, Process Improvement, Team Building, Risk Management, Team Leadership, Strategic Planning, Training, Employee Training, Operations Management, Vendor Management, Employee Relations, Outlook, Analysis, Inventory Management, Coaching, Project Management, Marketing, Leadership Development, Performance Management
Education
University of Phoenix 2010 — 2012
In Progress, Business
Whittier College 1974 — 1976
none, economics
Paul's TV November 2014 - Present
Romano's Macaroni Grill April 2014 - November 2014
CVS Pharmacy March 2012 - June 2014
Federal Reserve Bank of San Francisco June 2007 - June 2008
Santa Barbara Bank & Trust October 2005 - June 2007
Wescorp 2003 - 2005
Canon USA 1997 - 2002
Imperial Bank 1977 - 1997
Skills
Management, Customer Service, Item Processing, Banking, Leadership, Process Improvement, Team Building, Risk Management, Team Leadership, Strategic Planning, Training, Employee Training, Operations Management, Vendor Management, Employee Relations, Outlook, Analysis, Inventory Management, Coaching, Project Management, Marketing, Leadership Development, Performance Management
Education
University of Phoenix 2010 — 2012
In Progress, Business
Whittier College 1974 — 1976
none, economics
Alex Dozier's Santa Barbara Bank & Trust Experience January 2005 - January 2006
Job Senior Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2013 - Present
First Republic Bank June 2007 - February 2013
Santa Barbara Bank & Trust January 2005 - January 2006
Skills
Banking, Commercial Banking, Financial Analysis, Credit, Loans, Commercial Lending, Underwriting, Credit Analysis, Customer Service, Start-ups, Microsoft Excel, Financial Modeling
Education
University of California, Santa Barbara 2001 — 2005
BA, Finance
First Republic Bank February 2013 - Present
First Republic Bank June 2007 - February 2013
Santa Barbara Bank & Trust January 2005 - January 2006
Skills
Banking, Commercial Banking, Financial Analysis, Credit, Loans, Commercial Lending, Underwriting, Credit Analysis, Customer Service, Start-ups, Microsoft Excel, Financial Modeling
Education
University of California, Santa Barbara 2001 — 2005
BA, Finance
Monica Vidger-Trent, CTFA PFP CFP's Santa Barbara Bank & Trust Experience July 1997 - November 2012
Job Vice President The Private Bank at Union Bank
Industry Banking
Experience
Union Bank December 2012 - Present
Namaste Pugs 2009 - 2013
Santa Barbara Bank & Trust July 1997 - November 2012
Fell Marking Abkin & Montgomery June 1980 - June 1995
Skills
Wealth Management, Banking, High Net Worth..., Private Banking, Investments, Strategic Financial..., Investment Management, Mutual Funds, Investment Advisory, Asset Managment, Retirement Planning, Financial Analysis
Education
University of California, Santa Barbara 1999 — 2001
Personal Financial Planner Certification, Financial Planning
Cannon Financial Institute 1998 — 2001
Trust School, Personal Trust
University of California, Santa Barbara 1973 — 1978
BA, Political Science and Russian Area Studies
Union Bank December 2012 - Present
Namaste Pugs 2009 - 2013
Santa Barbara Bank & Trust July 1997 - November 2012
Fell Marking Abkin & Montgomery June 1980 - June 1995
Skills
Wealth Management, Banking, High Net Worth..., Private Banking, Investments, Strategic Financial..., Investment Management, Mutual Funds, Investment Advisory, Asset Managment, Retirement Planning, Financial Analysis
Education
University of California, Santa Barbara 1999 — 2001
Personal Financial Planner Certification, Financial Planning
Cannon Financial Institute 1998 — 2001
Trust School, Personal Trust
University of California, Santa Barbara 1973 — 1978
BA, Political Science and Russian Area Studies
Joyce Spezman-Margolin's Santa Barbara Bank & Trust Experience 1986 - 1997
Job Production Asst. at SB Silver Follies
Industry Health, Wellness and Fitness
Experience
SB Silver Follies 2004 - Present
Self & Mannatech 1997 - 2004
Santa Barbara Bank & Trust 1986 - 1997
LA City Schools, Goleta Union School District, Santa Barbara School Distric 1968 - 1986
UCSB School of Education 1976 - 1978
Skills
Dance, Fitness, Public Speaking, Wellness, Fundraising, Yoga, Event Planning, Management, Nutrition, Social Networking, Teaching, Marketing, Creative Writing, Social Media, Team Building, Coaching
Education
University of California, Santa Barbara 1977 — 1983
M.A./Ph.D, Confluent Education, Emphasis in Bilingual Ed.
UCLA 1963 — 1968
BA/Credential, Spanish/English/Elementary Ed.
SB Silver Follies 2004 - Present
Self & Mannatech 1997 - 2004
Santa Barbara Bank & Trust 1986 - 1997
LA City Schools, Goleta Union School District, Santa Barbara School Distric 1968 - 1986
UCSB School of Education 1976 - 1978
Skills
Dance, Fitness, Public Speaking, Wellness, Fundraising, Yoga, Event Planning, Management, Nutrition, Social Networking, Teaching, Marketing, Creative Writing, Social Media, Team Building, Coaching
Education
University of California, Santa Barbara 1977 — 1983
M.A./Ph.D, Confluent Education, Emphasis in Bilingual Ed.
UCLA 1963 — 1968
BA/Credential, Spanish/English/Elementary Ed.
Scott P. Hansen, CFP(r)'s Santa Barbara Bank & Trust Experience March 1989 - September 1998
Job SVP, Regional Director at Wells Fargo Wealth Management Group
Industry Financial Services
Experience
Wells Fargo Bank July 2008 - Present
US Trust March 1999 - July 2008
Santa Barbara Bank & Trust March 1989 - September 1998
Education
University of California, Santa Barbara 2000 — 2002
PFP, Personal Financial Planning Designation
University of California, Santa Barbara 1986 — 1990
BA, English
Wells Fargo Bank July 2008 - Present
US Trust March 1999 - July 2008
Santa Barbara Bank & Trust March 1989 - September 1998
Education
University of California, Santa Barbara 2000 — 2002
PFP, Personal Financial Planning Designation
University of California, Santa Barbara 1986 — 1990
BA, English
Roy Martinez's Santa Barbara Bank & Trust Experience 2000 - May 2007
Job Vice President/Senior Private Banker at City National Bank
Industry Banking
Experience
City National Bank May 2014 - Present
US Trust May 2007 - October 2012
Santa Barbara Bank & Trust 2000 - May 2007
Skills
Consumer Lending, Loan Origination, Banking, Mortgage Banking, Lines Of Credit, Treasury Management, Underwriting, Refinance, Risk Management, Home Equity Lines of..., Cash Management, Product Management, Deposits, Residential Mortgages, Asset Based Lending, Branch Management, Treasury Services, Wealth Management, Investment Management, International Banking
Education
UCLA 1978 — 1982
City National Bank May 2014 - Present
US Trust May 2007 - October 2012
Santa Barbara Bank & Trust 2000 - May 2007
Skills
Consumer Lending, Loan Origination, Banking, Mortgage Banking, Lines Of Credit, Treasury Management, Underwriting, Refinance, Risk Management, Home Equity Lines of..., Cash Management, Product Management, Deposits, Residential Mortgages, Asset Based Lending, Branch Management, Treasury Services, Wealth Management, Investment Management, International Banking
Education
UCLA 1978 — 1982
Raquel Mostue's Santa Barbara Bank & Trust Experience March 2001 - October 2002
Job Student Affairs Officer at UC Santa Barbara
Industry Education Management
Experience
UC Santa Barbara Gift Processing SpecialistUC Santa BarbaraOctober 2002 - May 2007
Santa Barbara Bank & Trust March 2001 - October 2002
Santa Barbara Home Improvement 1995 - 2002
Sears & Co. June 1993 - March 1995
Skills
Student Development, Community Outreach, Academic Advising, Student Affairs, Higher Education
Education
Santa Barbara City College 1993 — 2003
general
UC Santa Barbara Gift Processing SpecialistUC Santa BarbaraOctober 2002 - May 2007
Santa Barbara Bank & Trust March 2001 - October 2002
Santa Barbara Home Improvement 1995 - 2002
Sears & Co. June 1993 - March 1995
Skills
Student Development, Community Outreach, Academic Advising, Student Affairs, Higher Education
Education
Santa Barbara City College 1993 — 2003
general
Edwin Villamayor's Santa Barbara Bank & Trust Experience July 2011 - April 2013
Job Senior Vice President Private Bank at Citi
Industry Banking
Experience
Citi April 2013 - Present
Santa Barbara Bank & Trust July 2011 - April 2013
Citibank February 2002 - July 2011
PMRDC July 1993 - October 2001
Bank of America May 1991 - June 1993
Skills
Loans, Credit, Customer Service, Credit Analysis, Valuation, Portfolio Management, Banking, Financial Risk, Financial Services, Financial Analysis, Loan Origination, Commercial Lending, Commercial Banking, Mortgage Lending
Education
University of San Francisco
MA, Economics
University of Massachusetts, Amherst
BA, Economics
Citi April 2013 - Present
Santa Barbara Bank & Trust July 2011 - April 2013
Citibank February 2002 - July 2011
PMRDC July 1993 - October 2001
Bank of America May 1991 - June 1993
Skills
Loans, Credit, Customer Service, Credit Analysis, Valuation, Portfolio Management, Banking, Financial Risk, Financial Services, Financial Analysis, Loan Origination, Commercial Lending, Commercial Banking, Mortgage Lending
Education
University of San Francisco
MA, Economics
University of Massachusetts, Amherst
BA, Economics
Warren Bitters's Santa Barbara Bank & Trust Experience August 1992 - February 2000
Job Investment Management and Advisory Services
Industry Investment Management
Experience
Rabobank August 2008 - September 2013
PlanMember Services Corporation February 2000 - August 2008
Santa Barbara Bank & Trust August 1992 - February 2000
Skills
Portfolio Management, Investments, Equities, Investment Management, Wealth Management, Investment Strategies, Risk Management, Strategic Financial..., Asset Allocation, Mutual Funds, Bonds, Financial Analysis, Securities, Asset Management, Management, Banking, Credit Analysis, Strategic Planning, Finance, Commercial Banking, Relationship Management, Credit Risk, Series 7, Commercial Lending, Investment Advisory, Financial Planning
Education
University of California, Santa Barbara 1984 — 1986
Bachelor of Arts (BA), Liberal Studies
Rabobank August 2008 - September 2013
PlanMember Services Corporation February 2000 - August 2008
Santa Barbara Bank & Trust August 1992 - February 2000
Skills
Portfolio Management, Investments, Equities, Investment Management, Wealth Management, Investment Strategies, Risk Management, Strategic Financial..., Asset Allocation, Mutual Funds, Bonds, Financial Analysis, Securities, Asset Management, Management, Banking, Credit Analysis, Strategic Planning, Finance, Commercial Banking, Relationship Management, Credit Risk, Series 7, Commercial Lending, Investment Advisory, Financial Planning
Education
University of California, Santa Barbara 1984 — 1986
Bachelor of Arts (BA), Liberal Studies
Devon Johnson's Santa Barbara Bank & Trust Experience 1994 - 2007
Job Lending Manager at Women's Economic Ventures
Industry Nonprofit Organization Management
Experience
Women's Economic Ventures September 2009 - Present
LEAF Financial Corporation 2007 - 2008
Santa Barbara Bank & Trust 1994 - 2007
Skills
Loans, Credit Analysis, Customer Service, Banking, Credit, Mortgage Lending, Finance, Real Estate, Commercial Lending, Asset Based Lending, Small Business Lending
Education
Pacific Coast Banking School 2005 — 2007
University of California, Santa Barbara 1990 — 1994
BA, Cultural Anthropology
Women's Economic Ventures September 2009 - Present
LEAF Financial Corporation 2007 - 2008
Santa Barbara Bank & Trust 1994 - 2007
Skills
Loans, Credit Analysis, Customer Service, Banking, Credit, Mortgage Lending, Finance, Real Estate, Commercial Lending, Asset Based Lending, Small Business Lending
Education
Pacific Coast Banking School 2005 — 2007
University of California, Santa Barbara 1990 — 1994
BA, Cultural Anthropology
Marilyn Freeman's Santa Barbara Bank & Trust Experience 2008 - 2013
Job IT Administration Manager at Pacific Capital Bancorp
Industry Information Technology and Services
Experience
Santa Barbara Bank & Trust 2008 - 2013
Santa Barbara Bank & Trust 2007 - 2008
Santa Barbara Bank & Trust 2000 - 2007
Raytheon 1996 - 1999
Raytheon 1987 - 1996
Skills
IT Vendor Management, IT Procurement, IT Expense Management, Disaster Recovery, IT Best Practices, ITIL, Software Project..., Risk Management, Management, IT Audit, Sarbanes-Oxley Act, Vendor Management, Enterprise Software, Information Technology, IT Management, Technical Support, Security, PMP, Integration, IT Operations, GLBA, Enterprise Architecture, Network Security, Business Intelligence, SDLC, Visio, Process Improvement, Software Documentation, Databases, SharePoint, Servers, Virtualization, Identity Management, Business Analysis
Education
University of Delaware
BA, Double Major, Mathematics & Computer Science
Santa Barbara Bank & Trust 2008 - 2013
Santa Barbara Bank & Trust 2007 - 2008
Santa Barbara Bank & Trust 2000 - 2007
Raytheon 1996 - 1999
Raytheon 1987 - 1996
Skills
IT Vendor Management, IT Procurement, IT Expense Management, Disaster Recovery, IT Best Practices, ITIL, Software Project..., Risk Management, Management, IT Audit, Sarbanes-Oxley Act, Vendor Management, Enterprise Software, Information Technology, IT Management, Technical Support, Security, PMP, Integration, IT Operations, GLBA, Enterprise Architecture, Network Security, Business Intelligence, SDLC, Visio, Process Improvement, Software Documentation, Databases, SharePoint, Servers, Virtualization, Identity Management, Business Analysis
Education
University of Delaware
BA, Double Major, Mathematics & Computer Science
Janice Gibbons's Santa Barbara Bank & Trust Experience 1993 - 2012
Job Vice President Trust Officer, Union Bank
Industry Banking
Experience
Union Bank 2012 - Present
Santa Barbara Bank & Trust 1993 - 2012
Education
UCLA
Bachelor's degree, Gerography-Ecosystems
Union Bank 2012 - Present
Santa Barbara Bank & Trust 1993 - 2012
Education
UCLA
Bachelor's degree, Gerography-Ecosystems
Larry Papkin's Santa Barbara Bank & Trust Experience January 1994 - January 2000
Job Appraisal Manager at JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase August 2012 - Present
Crosson Dannis Inc. April 2010 - July 2012
AEGON USA REALTY January 2000 - August 2009
Santa Barbara Bank & Trust January 1994 - January 2000
BANK OF AMERICA January 1992 - January 1994
RAYMOND CROW & ASSOCIATES January 1989 - January 1992
EDWARD SCHULZ & COMPANY January 1983 - January 1989
Skills
Market Analysis, Risk Analysis, Regulatory Requirements, Appraisals, Valuation, CMBS, Management, Company Acquisitions, Equity Valuation
Education
University of California, Santa Barbara
BA, Economics
JPMorgan Chase August 2012 - Present
Crosson Dannis Inc. April 2010 - July 2012
AEGON USA REALTY January 2000 - August 2009
Santa Barbara Bank & Trust January 1994 - January 2000
BANK OF AMERICA January 1992 - January 1994
RAYMOND CROW & ASSOCIATES January 1989 - January 1992
EDWARD SCHULZ & COMPANY January 1983 - January 1989
Skills
Market Analysis, Risk Analysis, Regulatory Requirements, Appraisals, Valuation, CMBS, Management, Company Acquisitions, Equity Valuation
Education
University of California, Santa Barbara
BA, Economics
Leo Hamill's Santa Barbara Bank & Trust Experience November 2011 - November 2012
Job SVP, CFA, Regional Manager at City National Bank
Industry Banking
Experience
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
City National Bank May 2014 - Present
Union Bank December 2012 - May 2014
Santa Barbara Bank & Trust November 2011 - November 2012
Wells Fargo Private Bank 2006 - November 2011
Wells Fargo Wealth Management Group 2002 - 2006
Wells Fargo Wealth Management Group 2001 - 2002
Wells Fargo Private Client Services 1999 - 2001
Wells Fargo Private Client Services 1999 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Series 7, Financial Advisory, Management, Leadership, Loans, Banking, Credit, Commercial Lending, Asset Management, Commercial Banking
Education
University of California, Santa Barbara 1981 — 1985
Tad Jakes, CFP®'s Santa Barbara Bank & Trust Experience October 2002 - December 2004
Job Financial Planner helping professionals and retirees manage their finances and enhance personal wealth.
Industry Financial Services
Experience
MFAC Financial Advisors, Inc. December 2004 - Present
Santa Barbara Bank & Trust October 2002 - December 2004
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Management, Portfolio Management, Wealth Accumulation, Asset Allocation, Personal Finance, Estate Planning, Investments, Securities, Insurance, Financial Planning, Wealth
Education
University of Arizona 1994 — 1998
Bachelor of Science (B.S.), Finance
MFAC Financial Advisors, Inc. December 2004 - Present
Santa Barbara Bank & Trust October 2002 - December 2004
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Management, Portfolio Management, Wealth Accumulation, Asset Allocation, Personal Finance, Estate Planning, Investments, Securities, Insurance, Financial Planning, Wealth
Education
University of Arizona 1994 — 1998
Bachelor of Science (B.S.), Finance
Kristen Kirby Preston's Santa Barbara Bank & Trust Experience January 2008 - May 2012
Job at
Industry Banking
Experience
California Republic Bank October 2014 - Present
San Diego County Credit Union April 2013 - October 2014
PacTrust Bank June 2012 - March 2013
Santa Barbara Bank & Trust January 2008 - May 2012
Community West Bank May 2005 - January 2008
Skills
Financial Reporting, Accounting, General Ledger, Financial Analysis, Banking, Excel, PowerPoint, Word, PeopleSoft, US GAAP, 10K, 10Q, FFIEC, Financial Accounting, Annual Reports, SEC reporting, SOX, Account Reconciliation, Accounting Research, XBRL, Board Reporting, Sarbanes-Oxley Act, SEC filings, SEC Filings, Microsoft Word, Mergers, Internal Controls, GAAP, Financial Statements, Finance
Education
University of California, Los Angeles 2003 — 2005
BA, Economics
California Republic Bank October 2014 - Present
San Diego County Credit Union April 2013 - October 2014
PacTrust Bank June 2012 - March 2013
Santa Barbara Bank & Trust January 2008 - May 2012
Community West Bank May 2005 - January 2008
Skills
Financial Reporting, Accounting, General Ledger, Financial Analysis, Banking, Excel, PowerPoint, Word, PeopleSoft, US GAAP, 10K, 10Q, FFIEC, Financial Accounting, Annual Reports, SEC reporting, SOX, Account Reconciliation, Accounting Research, XBRL, Board Reporting, Sarbanes-Oxley Act, SEC filings, SEC Filings, Microsoft Word, Mergers, Internal Controls, GAAP, Financial Statements, Finance
Education
University of California, Los Angeles 2003 — 2005
BA, Economics
BRYAN CUBIAS's Santa Barbara Bank & Trust Experience May 2011 - Present
Job Assistant at Higher Earth Entertainment
Industry Public Relations and Communications
Experience
Higher Earth Entertainment September 2011 - Present
Santa Barbara Bank & Trust May 2011 - Present
Starbucks March 2006 - March 2010
Education
University of California, Santa Barbara 2009 — 2011
Higher Earth Entertainment September 2011 - Present
Santa Barbara Bank & Trust May 2011 - Present
Starbucks March 2006 - March 2010
Education
University of California, Santa Barbara 2009 — 2011
Begonia Bacigalupe's Santa Barbara Bank & Trust Experience May 2004 - April 2013
Job Quality Assurance Specialist at TrueVision Systems
Industry Medical Devices
Experience
TrueVision Systems September 2013 - Present
Santa Barbara Bank & Trust May 2004 - April 2013
Santa Barbara Bank & Trust May 2000 - April 2004
DEA contracted translation agency January 1997 - May 2000
Skills
Software Packaging, Software Distribution, Software Deployment, Technical Support, Technical Documentation, Zenworks, Active Directory, Vendor Management, Disaster Recovery, Data Center, Databases, Microsoft Office, Process Improvement, Windows, Training, Visual Basic, VMware, Hardware, Project Management, Servers, Access, Security
Education
St. Thomas University 1998 — 2000
Bachelor of Arts, Computer Information Systems
Miami-Dade Community College 1996 — 1998
Associate, Arts
TrueVision Systems September 2013 - Present
Santa Barbara Bank & Trust May 2004 - April 2013
Santa Barbara Bank & Trust May 2000 - April 2004
DEA contracted translation agency January 1997 - May 2000
Skills
Software Packaging, Software Distribution, Software Deployment, Technical Support, Technical Documentation, Zenworks, Active Directory, Vendor Management, Disaster Recovery, Data Center, Databases, Microsoft Office, Process Improvement, Windows, Training, Visual Basic, VMware, Hardware, Project Management, Servers, Access, Security
Education
St. Thomas University 1998 — 2000
Bachelor of Arts, Computer Information Systems
Miami-Dade Community College 1996 — 1998
Associate, Arts
Charles Browning's Santa Barbara Bank & Trust Experience January 2004 - May 2009
Job sea captain
Industry Retail
Experience
Charles Browning, author August 2011 - Present
Chargo productions January 2010 - Present
Chargo Productions, LLC September 2006 - Present
Santa Barbara Bank & Trust January 2004 - May 2009
Education
Southern Methodist University 1962 — 1966
Bachelor of Business Administration (BBA), Accounting and Finance, deans list
Charles Browning, author August 2011 - Present
Chargo productions January 2010 - Present
Chargo Productions, LLC September 2006 - Present
Santa Barbara Bank & Trust January 2004 - May 2009
Education
Southern Methodist University 1962 — 1966
Bachelor of Business Administration (BBA), Accounting and Finance, deans list
Richard Stull's Santa Barbara Bank & Trust Experience 2005 - 2013
Job Corporate Real Estate Manager at SBB&T
Industry Real Estate
Experience
Pacific Business Consultants March 2014 - Present
Santa Barbara Bank & Trust 2005 - 2013
Skills
Banking, Credit, Financial Analysis, Analysis, Management, Risk Management, Portfolio Management, Financial Risk, Relationship Management, Financial Services, Finance, Process Improvement, Business Intelligence, Corporate Finance, Corporate Law, Information Technology, Data Analysis, Databases, Facilities Management, Project Management, Operations Management, Legal Compliance, Internal Audit, Civil Litigation, Commercial Litigation, Commercial Real Estate, Litigation Support
Education
Cate School, Carpinteria, CA
High School Diploma, Magna Cum Laude, National Merit Scholar
University of California, Berkeley
Rhetoric and Composition/Writing Studies
Pacific Business Consultants March 2014 - Present
Santa Barbara Bank & Trust 2005 - 2013
Skills
Banking, Credit, Financial Analysis, Analysis, Management, Risk Management, Portfolio Management, Financial Risk, Relationship Management, Financial Services, Finance, Process Improvement, Business Intelligence, Corporate Finance, Corporate Law, Information Technology, Data Analysis, Databases, Facilities Management, Project Management, Operations Management, Legal Compliance, Internal Audit, Civil Litigation, Commercial Litigation, Commercial Real Estate, Litigation Support
Education
Cate School, Carpinteria, CA
High School Diploma, Magna Cum Laude, National Merit Scholar
University of California, Berkeley
Rhetoric and Composition/Writing Studies
Paul Bianchi's Santa Barbara Bank & Trust Experience July 2006 - February 2010
Job Financial Services Professional
Industry Financial Services
Experience
Bank of the West 2011 - Present
Merrill Lynch/ US Trust 2010 - 2011
Santa Barbara Bank & Trust July 2006 - February 2010
Wells Fargo Bank 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo 1973 - 2006
Skills
Alternative Investments, Investment Strategies, Portfolio Management, Securities, Strategic Financial..., Capital Markets, Investment Advisory, Retirement Planning, Banking, Commercial Lending, Asset Managment, Series 7
Education
Pacific Coast Banking School @ Univ. of Washington 1983 — 1985
Certification, Banking & Trust
University of California, Los Angeles 1970 — 1973
BA, Urban Planning
Bank of the West 2011 - Present
Merrill Lynch/ US Trust 2010 - 2011
Santa Barbara Bank & Trust July 2006 - February 2010
Wells Fargo Bank 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo 1973 - 2006
Skills
Alternative Investments, Investment Strategies, Portfolio Management, Securities, Strategic Financial..., Capital Markets, Investment Advisory, Retirement Planning, Banking, Commercial Lending, Asset Managment, Series 7
Education
Pacific Coast Banking School @ Univ. of Washington 1983 — 1985
Certification, Banking & Trust
University of California, Los Angeles 1970 — 1973
BA, Urban Planning
Jeffrey Marroquin's Santa Barbara Bank & Trust Experience July 2007 - Present
Job Sr. New Accounts Specialist at Santa Barbara Bank & Trust
Industry Banking
Experience
Santa Barbara Bank & Trust July 2007 - Present
Business First Bank September 2006 - July 2008
Business First Bank August 2005 - August 2006
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts, Global Studies
Santa Barbara Bank & Trust July 2007 - Present
Business First Bank September 2006 - July 2008
Business First Bank August 2005 - August 2006
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts, Global Studies
Sherrill Nickerson's Santa Barbara Bank & Trust Experience 1989 - 2007
Job Office and Intake Manager at Conflict Solutions Center
Industry Financial Services
Experience
Conflict Solutions Center August 2014 - Present
Berkshire Hathaway HomeServices California Properties June 2013 - Present
Montecito Bank & Trust 2009 - 2011
LEAF Commercial Capital, Inc. June 2007 - August 2008
Santa Barbara Bank & Trust 1989 - 2007
Education
University of California, Santa Barbara
BA
Conflict Solutions Center August 2014 - Present
Berkshire Hathaway HomeServices California Properties June 2013 - Present
Montecito Bank & Trust 2009 - 2011
LEAF Commercial Capital, Inc. June 2007 - August 2008
Santa Barbara Bank & Trust 1989 - 2007
Education
University of California, Santa Barbara
BA
Anett Hurtado's Santa Barbara Bank & Trust Experience August 2012 - April 2013
Job Executive Assistant at United Boys & Girls Clubs of Santa Barbara County
Industry
Experience
United Boys & Girls Clubs of Santa Barbara County June 2013 - Present
Office of First District Supervisor Salud Carbajal September 2009 - May 2013
Santa Barbara Bank & Trust August 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Poltical Science and Spanish
United Boys & Girls Clubs of Santa Barbara County June 2013 - Present
Office of First District Supervisor Salud Carbajal September 2009 - May 2013
Santa Barbara Bank & Trust August 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Poltical Science and Spanish
Lillian Mulvey's Santa Barbara Bank & Trust Experience July 2007 - Present
Job Portfolio Manager at Santa Barbara Bank & Trust
Industry Banking
Experience
Santa Barbara Bank & Trust July 2007 - Present
First National Bank of Central CA 1995 - July 2007
Santa Monica Bank January 1980 - January 1994
Education
Southwestern College 1973 — 1977
BS, Performing Arts
Davao City High School 1970 — 1973
Santa Barbara Bank & Trust July 2007 - Present
First National Bank of Central CA 1995 - July 2007
Santa Monica Bank January 1980 - January 1994
Education
Southwestern College 1973 — 1977
BS, Performing Arts
Davao City High School 1970 — 1973
Dan Glaeser's Santa Barbara Bank & Trust Experience May 2008 - April 2013
Job Vice President Senior Credit Manager at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust April 2013 - Present
Santa Barbara Bank & Trust May 2008 - April 2013
Toyota Financial Services September 2005 - May 2008
City National Bank April 2004 - September 2005
Miller & Company LLP Certified Public Accountants July 2003 - March 2004
Smith Barney December 1999 - January 2003
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Financial Analysis, Credit Risk, Credit Analysis, Asset Based Lending, Finance, Financial Risk, Small Business Lending, Lines Of Credit, Relationship Management, Debt Restructuring, Syndications, Private Banking, Commercial Mortgages, Deposits, Middle Market, Cash Flow Lending, Capital Markets, Cash Flow, Underwriting, Mortgage Lending, Risk Management, Wealth Management
Education
UCSB 1999 — 2003
Bachelor's degree, Business Economics with an emphasis in Accounting and a minor in History
Montecito Bank & Trust April 2013 - Present
Santa Barbara Bank & Trust May 2008 - April 2013
Toyota Financial Services September 2005 - May 2008
City National Bank April 2004 - September 2005
Miller & Company LLP Certified Public Accountants July 2003 - March 2004
Smith Barney December 1999 - January 2003
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Financial Analysis, Credit Risk, Credit Analysis, Asset Based Lending, Finance, Financial Risk, Small Business Lending, Lines Of Credit, Relationship Management, Debt Restructuring, Syndications, Private Banking, Commercial Mortgages, Deposits, Middle Market, Cash Flow Lending, Capital Markets, Cash Flow, Underwriting, Mortgage Lending, Risk Management, Wealth Management
Education
UCSB 1999 — 2003
Bachelor's degree, Business Economics with an emphasis in Accounting and a minor in History
Thomas Yau's Santa Barbara Bank & Trust Experience June 2010 - December 2012
Job Vice President ACL Business Analyst at Union Bank
Industry Banking
Experience
Union Bank January 2013 - Present
Santa Barbara Bank & Trust June 2010 - December 2012
Santa Barbara Bank and Trust September 2006 - May 2010
Santa Barbara Bank & Trust June 2004 - September 2006
Skills
Credit Risk, Banking, Risk Management, Financial Risk, Credit, Loans, Commercial Banking, Financial Analysis, Credit Analysis
Education
Pacific Coast Banking School 2012 — 2014
Graduate, Banking
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Sociology
Union Bank January 2013 - Present
Santa Barbara Bank & Trust June 2010 - December 2012
Santa Barbara Bank and Trust September 2006 - May 2010
Santa Barbara Bank & Trust June 2004 - September 2006
Skills
Credit Risk, Banking, Risk Management, Financial Risk, Credit, Loans, Commercial Banking, Financial Analysis, Credit Analysis
Education
Pacific Coast Banking School 2012 — 2014
Graduate, Banking
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Sociology
Trudy Bell's Santa Barbara Bank & Trust Experience December 2009 - May 2013
Job Experienced Leader in Retail Banking and Brokerage Compliance
Industry Banking
Experience
Santa Barbara Bank & Trust December 2009 - May 2013
Bank of America October 2005 - January 2009
Bank of America October 2004 - October 2005
Bank of America July 2002 - October 2004
Bank of America April 2000 - July 2002
Skills
Banking, Leadership, Credit Analysis, Retail Banking, Risk Management, Management, Recruiting, CRM, Credit, Portfolio Management, Investments, Finance, Teaching, Credit Risk, Mortgage Lending, Loans, Motivation
Education
State of California 1998 — 1999
Designated Subjects Clear Teaching Credential, Banking Operations
University of California, Santa Barbara 1974 — 1977
Bachelor of Arts (B.A.), Sociology
Santa Barbara Bank & Trust December 2009 - May 2013
Bank of America October 2005 - January 2009
Bank of America October 2004 - October 2005
Bank of America July 2002 - October 2004
Bank of America April 2000 - July 2002
Skills
Banking, Leadership, Credit Analysis, Retail Banking, Risk Management, Management, Recruiting, CRM, Credit, Portfolio Management, Investments, Finance, Teaching, Credit Risk, Mortgage Lending, Loans, Motivation
Education
State of California 1998 — 1999
Designated Subjects Clear Teaching Credential, Banking Operations
University of California, Santa Barbara 1974 — 1977
Bachelor of Arts (B.A.), Sociology
Wendy Orozco's Santa Barbara Bank & Trust Experience March 2007 - March 2010
Job Door Greeter at The Home Depot
Industry Retail
Experience
The Home Depot July 2013 - Present
Rabobank March 2010 - June 2013
Santa Barbara Bank & Trust March 2007 - March 2010
Skills
Cash Handling Experience, Customer Service, Retail Banking, Cashiering
Education
Dos Pueblos High School 2002 — 2006
General Education Diploma
Santa Barbara City College
The Home Depot July 2013 - Present
Rabobank March 2010 - June 2013
Santa Barbara Bank & Trust March 2007 - March 2010
Skills
Cash Handling Experience, Customer Service, Retail Banking, Cashiering
Education
Dos Pueblos High School 2002 — 2006
General Education Diploma
Santa Barbara City College
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation