Santa Monica Bank
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Santa Monica Bank Employees
Boston Private Bank December 1996 - Present
Bank of Hollywood April 1992 - December 1996
Santa Monica Bank May 1989 - April 1992
Skills
Expert in travels in..., Expert..., Small Business Lending, Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Credit, Small Business, Credit Analysis, Portfolio Management, New Business Development, Investments, Mortgage Lending, Business Development, Banking, Commercial Mortgages, Loan Origination, Cash Management, Underwriting, Finance, Treasury Management, Credit Risk, Refinance, Financial Services, Due Diligence, Mortgage Banking, Strategic Financial..., Asset Management, Risk Management, Executive Management
Education
California State University-Northridge
BA and MA, History and Administration
Culver High School
Roll Global LLC June 2011 - Present
JRK Property Holdings August 2008 - June 2011
Helio LLC April 2006 - April 2008
Jacobs Engineering Group Inc. 2005 - 2006
Platinum Equity 2004 - 2005
IBM/Candle Corporation Inc. 1998 - 2004
Santa Monica Bank 1996 - 1998
Chapman, Bird and Grey Inc. 1995 - 1996
Arthur Andersen & Co. 1990 - 1995
Skills
Financial Analysis, Treasury Management, Forecasting, Budgets, Cash Management, Accounts Payable, Analysis, Financial Reporting, Accounting, Banking, Investments, Internal Audit, Credit, Finance, Treasury
Education
University of La Verne 1986 — 1989
Bachelor of Science, Business Economics
First Foundation Bank December 2014 - Present
First Citizens Bank 2010 - December 2013
First Regional Bank 2000 - 2010
Santa Monica Bank 1986 - 2000
Skills
Microsoft Word, Microsoft Excel, Analysis, Management, Administrative..., Customer Service, Loans
Education
Los Angeles City College
Schurr High School
Ventura County Credit Union May 2015 - Present
Community West Bank January 2013 - March 2015
Ventura County Contractors Association 2010 - 2015
Community West Bank July 2012 - December 2012
Rabobank January 2007 - July 2012
Mid-State Bank & Trust January 2006 - December 2006
Encino State Bank August 2002 - April 2004
First Western Bank December 1999 - August 2002
Santa Monica Bank August 1997 - December 1999
Union Bank April 1992 - August 1997
Skills
Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Banking, Banking, Retail Banking, Credit Risk, Credit Analysis, Credit, Consumer Lending, Commercial Mortgages, Asset Based Lending, SBA, Mortgage Lending, Leadership, Finance, Investments, Financial Institutions, Cash Flow Lending, Financial Structuring, Strategic Financial..., Executive Management, Deposits, Cross Selling, Wealth Management, Financial Modeling, Relationship Management, Real Estate, Loan Origination, Mortgage Banking, Commercial Real Estate, Internet Banking, Mergers & Acquisitions, Payments, Cash Management, Treasury Management, Financial Risk, Branch Management, Middle Market, Change Management, Trade Finance, Risk Management, Portfolio Management, Small Business, Private Banking, Underwriting, Financial Analysis, Branch Banking, Securities
Education
University of Washington 2007 — 2009
Graduate of Pacific Coast Banking School
Los Angeles Pierce College 1991 — 1993
Associate's Degree, Business Administration and Management, General
Pico Neighborhood Association 2000 - Present
Santa Monica College September 1989 - Present
LA Voice Pico 2004 - December 2013
City of Santa Monica, Commission on the Status of Women July 2005 - June 2013
Pico Youth and Family Center 2006 - May 2012
Santa Monica-Malibu Unified School District 1990 - 2010
St. Anne's Church & Shrine, Pastoral Council 2004 - 2008
Santa Monica Bank July 1976 - June 1985
Skills
Politics, Public Speaking, Nonprofits, Research, Program Development, Policy, Fundraising, Community Outreach, Healthcare, Non-profits, Higher Education, Grant Writing, Program Evaluation, Teaching
Education
Santa Monica College 1974 — 1976
AA, Liberal Arts
FNB Corp. March 2004 - Present
KPMG Advisory Services 1998 - 2004
KPMG Advisory 1998 - 2004
Santa Monica Bank 1992 - 1996
Office of the Comptroller of the Currency 1984 - 1988
Skills
Corporate Finance, Due Diligence, Mergers & Acquisitions, Retail Banking, Enterprise Risk..., Financial Analysis, Credit, Credit Risk, Banking, Risk Management, Credit Analysis, Financial Services, Cash Management, Mortgage Banking, Financial Risk, Commercial Lending, Portfolio Management, Consumer Lending, Loans, Valuation, Financial Modeling, Commercial Banking, Middle Market, Operational Risk..., Strategic Planning
Education
University of Nebraska-Lincoln 1980 — 1984
Bank of the West December 2014 - Present
Rabobank, N.A. June 2012 - December 2014
Rabobank, N.A. October 2009 - June 2012
Santa Barbara Bank & Trust September 2008 - October 2009
Santa Barbara Bank & Trust January 2002 - September 2008
Encino State Bank 2000 - 2001
First Professional Bank 1998 - 2000
Santa Monica Bank 1988 - 1998
Skills
Commercial Banking, Risk Management, Commercial Lending, Underwriting, Financial Analysis, Credit Analysis, Loans, Credit, Loan Work-outs, Banking, Strategy, Leadership, Asset Based Lending, Asset Management, Commercial Real Estate, Mergers & Acquisitions, Portfolio Management, Management, Credit Risk, Treasury Management, Loan Origination, Small Business Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2001
MBA, Business
University of San Diego 1983 — 1987
B.A., Business Administration
University of Southern California 1982 — 1983
Ccs
Loyola
CommerceWest Bank July 2015 - Present
CommerceWest Bank September 2013 - June 2015
City National Bank June 1999 - July 2013
Santa Monica Bank September 1993 - June 1999
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Banking, Credit Analysis, Credit, Lines Of Credit, Asset Based Lending, Middle Market, Negotiation, Cash Flow, Credit Risk, Treasury Management, Commercial Mortgages, SBA, Financial Analysis, Portfolio Management
Education
University of Southern California 1969 — 1971
Master's degree, Economics
University of Pittsburgh 1965 — 1969
Bachelor's degree, Economics
Citywide Lock and Key April 2006 - Present
Comerica Bank May 1998 - Present
Santa Monica Bank August 1983 - April 1998
Bank of America January 1980 - May 1984
Skills
Office Management, Microsoft Office, Scheduling, Word, Excel, Accounts Payable, Accounts Receivable, Customer Relations, Billing, Administration, Banking
Education
Santa Monica College
General
Citizens Business Bank October 2009 - Present
San Joaquin Bank July 1999 - October 2009
Santa Monica Bank February 1997 - July 1999
Great Western Bank September 1987 - February 1995
Skills
Commercial Banking, Small Business Lending, Lines Of Credit, Banking, Asset Based Lending, Retail Banking, SBA, Portfolio Management, Underwriting, Loan Origination, Deposits, Relationship Management, Finance, Middle Market, Cross Selling
Education
Graduate School of Banking at Colorado 2004 — 2006
Graduate Degree, Commercial Banking
University of California, Davis 1978 — 1981
Bachelor of Science (B.S.), Entomology
US Bank November 1999 - October 2004
Santa Monica Bank February 1999 - November 1999
California United Bank` July 1992 - February 1999
Education
Mount Holyoke College
BA, French Studies
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