Tamalpais Bank
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Tamalpais Bank Employees
Sonoma Bank June 2011 - Present
Union Bank August 2005 - May 2011
Rotary 2007 - 2008
Tamalpais Bank 2006 - 2007
West America Bank March 2003 - August 2005
MDNH Partners LLC January 2001 - May 2002
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Banking, Loan Origination, Small Business Lending, Commercial Lending, Commercial Banking, Portfolio Management, Refinance, FHA, Retail Banking, Consumer Lending, Lines Of Credit, Management, Residential Mortgages, Asset Based Lending, Cash Management, FHA financing, Financial Services, Mortgage Banking, SBA, Small Business, Commercial Mortgages, Finance, Underwriting
Education
Santa Barbara City College
Bank of San Francisco August 2014 - Present
Bank of San Francisco 2011 - Present
Tamalpais Bank(now part of Union Bank) March 2007 - February 2011
Tamalpais Bank March 2005 - March 2007
Tamalpais Bank March 2004 - March 2005
Tamalpais Bank March 2003 - March 2004
Salesforce.com June 2002 - October 2002
IWB & Company October 2000 - May 2001
Skills
General Ledger, Account Reconciliation, Financial Reporting, Accounts Payable, Accounting, Finance, QuickBooks, Banking, Fixed Assets, Process Improvement, Internal Controls, Analysis, Financial Statements, Strategic Financial..., Salesforce.com, Management, CPA, Outlook, Microsoft Excel, Loans, Payroll
Education
Università per Stranieri di Perugia 2001 — 2002
University of California, Santa Barbara 1996 — 2000
B.A., Business Economics with an emphasis in Accounting
Tamalpais High School 1993 — 1996
Play-Well TEKnologies October 2008 - Present
Play-Well TEKnologies May 2012 - August 2013
Play-Well TEKnologies October 2008 - May 2012
Tamalpais Bank March 2008 - October 2008
Bank of Marin April 2007 - March 2008
Claire's Inc. 2005 - April 2007
Aaron Brothers, Inc. 2003 - 2005
Skills
Microsoft Office, Teaching, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Higher Education, Nonprofits, Fundraising, Administrative...
Education
Dominican University of California 2010 — 2016
Bachelor's Degree, Humanities & Cultural Studies
Saint Mary's College of California 2008 — 2010
Montessori ECE Certification, Montessori Teacher Education
EvenTide Events September 2012 - January 2015
Fish. March 2012 - January 2015
Guess? August 2005 - April 2011
Tamalpais Bank August 2008 - November 2009
EXPRESS 2004 - 2005
Skills
Notary Public, Food Safety, Hospitality Management, Fashion Retail, Fashion Marketing, Microsoft Office, Accounts Payable, Fashion, Customer Service, Management, Human Resources, Merchandising, Sales, Inventory Management, Customer Satisfaction, Retail, Event Management, Social Media Marketing, Microsoft Excel, Training, Leadership, Social Media, Event Planning
Education
San Francisco State University 2013 — 2015
Bachelor's Degree, Business Administration and Management, General
College of Marin 2009 — 2012
AA, Business
Fashion Institute of Design & Merchandising 2004 — 2006
AA Merchandise Marketing, Fashion Merchandising
Marin Catholic College Prepratory
CBRE February 2015 - Present
Cushman & Wakefield February 2011 - February 2015
Sepialine 2008 - 2009
Tamalpais Bank 2005 - 2008
Tamalpais Bank 2003 - 2005
Skills
Banking, Customer Service, Management, Budgets, Account Management, Sales, Accounts Payable, Finance, Contract Negotiation, Real Estate, Analysis, Property Management, Software system..., Tenant Improvement..., Building Inspections, Facilities Management, Event Management, Lease Administration, Commercial Real Estate, Leases, Negotiation, New Business Development
Education
Golden Gate University
Bachelor's Degree, Management
Marin Catholic High School Graduate
Liberty Home Equity Solutions June 2012 - Present
US Small Business Administration (WPS Services) June 2009 - March 2012
Self Employed - Independent Professional June 2008 - June 2009
Tamalpais Bank 2007 - 2008
CAPTIAL FUNDING a dba of The Greater Sacramento Certified Development Corporation (CDC) 2004 - 2007
Community National Bank 2001 - 2004
Associates Commercial Corporation 2000 - 2001
The Money Store / First Union Small Business Capital 1994 - 2000
Truckee River Bank 1987 - 1993
US Small Business Administration 1983 - 1987
Skills
Commercial Lending, Small Business Lending, Business Development, SBA 504, SBA, Market Research, Financial Analysis, Loan Origination, New Business Development, Commercial Banking, Entrepreneurship, Finance, Seller Financing, Commerical Transactions, Financial Accounting, Strategic Financial..., Government Programs, Government Loans, Local Government Finance, Small Business Marketing, Small Business..., Marketing Strategy, Marketing, Marketing Communications, Business Innovation, Congressional Affairs, Economic Development, Loan Servicing, Banking Relationships, Building Relationships, Banking, Loans, Credit Analysis, Financial Planning
Education
California State University-Sacramento 1975 — 1977
Bachelor's Degree, Accounting and Finance
Sierra College
Associate's Degree, Accounting
Ultegra Financial Partners March 2014 - Present
US Capital Partners September 2011 - February 2014
Sonoma Bank July 2010 - September 2011
Tamalpais Bank August 2009 - August 2010
Skills
Credit Analysis, Financial Modeling, Investments, Investment Banking, Capital Markets, Asset Based Lending, Mezzanine, Purchase Orders, Leveraged Finance, Private Equity, Debt Restructuring, Financial Advisory, Project Finance, Project Management, Microsoft Excel, PowerPoint, SBA, Capital Raising, Loans, Factoring, Valuation, Finance, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Mentoring, Corporate Finance, Due Diligence, Credit, Banking, Venture Capital, Leadership, Credit Risk, Restructuring, Commercial Lending
Education
Dominican University of California 2009 — 2010
MBA, Global Strategic Leadership
Dominican University of California 2006 — 2009
Business Administration, International Business & Finance
Valentino Consulting May 2011 - Present
Stefano's Pizza Inc. January 2000 - Present
Rocco's Pizza January 2010 - Present
Green Chamber of Commerce February 2012 - Present
Williams Sonoma Inc. 2013 - 2013
Pottery Barn 2012 - 2013
Mamma Chia December 2011 - May 2012
Milvali Salon and Cosmetics February 2011 - April 2012
United Nations May 2010 - August 2010
Tamalpais Bank May 2009 - May 2010
Skills
Operations Management, Social Networking, Twitter, Wordpress, Facebook, Sustainability..., Sustainability Strategy, Business Analysis, Budgeting, Forecasting, Market Research, Organizational Behavior, Creative Strategy, Sustainable..., Editing, Customer Relations, New Business Development, Customer Service, Fundraising, Sustainability, Business Development, green business..., Public Speaking, Financial Analysis, Establishing Strategic..., Budgets, WordPress, Strategy, Social Media Marketing, Marketing Strategy, Social Media, Marketing, Leadership, Public Relations, Analysis, Spanish, Competitive Analysis
Education
Dominican University of California 2009 — 2011
GMBA, Sustainable Enterprise
University of California, San Francisco 2005 — 2007
Business, Business Law
Marin Catholic 1998 — 2002
St. Hilary 1989 — 1998
Mission Federal Credit Union July 2014 - Present
Comerica Bank June 2012 - Present
Union Bank April 2010 - December 2011
TAMALPAIS BANK (Acquired by Union Bank 2010) September 2008 - April 2010
Vineyard Bank January 2006 - August 2008
Tamalpais Bank July 2002 - December 2005
BAY VIEW BANK January 2000 - January 2002
Bank of America January 1998 - January 2000
Skills
Commercial Banking, Banking, Loans, Mortgage Lending, Credit, Credit Analysis, Underwriting, Commercial Lending, Retail Banking, Cash Management, Strategic Planning, Sales Management
Education
San Francisco State University 1998 — 2002
Bachelor of Arts, Organizational Communication
Santa Rosa Junior College 1993 — 1997
Associate of Arts (A.A.)
Citibank July 2012 - Present
Opes Advisors February 2012 - July 2012
MetLife Home Loans May 2011 - January 2012
Citibank January 2003 - May 2011
Investment Advisory Firms January 1999 - January 2004
Tamalpais Bank April 2001 - April 2003
Brad Peery Capital, Inc. January 1999 - January 2001
Chevron June 1987 - June 1992
U.S. Congress, House of Representatives January 1978 - December 1982
Skills
NMLS #643661 RE License..., Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, FHA, Banking, Investments, Loan Origination, Underwriting, Credit Analysis, Real Estate Economics, Real Estate, Residential Mortgages, Financial Analysis, VA loans, Finance, First Time Home Buyers, Leadership, Due Diligence
Education
Santa Clara University 1984 — 1986
MBA, Finance
The George Washington University 1978 — 1980
BA, International Relations & Economics
The American College In Paris, France 1975 — 1978
Associate of Arts (AA), Art History
Health Net June 2011 - Present
AAA NCNU Insurance Exchange February 2009 - June 2011
Farmers Insurance August 2007 - January 2009
Kaiser Foundation Health Plan January 2001 - July 2007
Tamalpais Bank May 1999 - February 2001
Glendale Federal Bank 1995 - 1998
Skills
Financial Analysis
Education
San Francisco State University
BS, Business Administration/ Marketing
Merrimak Capital 2010 - Present
U.S. Bank 2009 - 2010
Tamalpais Bank 2006 - 2009
Skills
Customer Service, Account Management, Leases, Documentation, Leadership, Loan Origination, Management, Banking
Education
UC Santa Barbara
Bachelor of Arts (BA), Communications
Managed Care At Home October 2012 - Present
Silver Key Properties 2000 - Present
Vitas Healthcare 2011 - April 2012
Gentiva/Odyssey hospice August 2011 - October 2011
NOVARTIS PHARMACEUTICAL COMPANY July 2006 - February 2011
Tamalpais Bank April 2004 - July 2006
Neiman Marcus January 2002 - January 2004
Bank of America January 2002 - January 2004
Skills
Sales, Marketing, Sales Management, Account Management, Customer Service, Sales Operations
Education
Assumption College
Bachelor of Science, Business Administration
International School Philippines
Business Management
Sonoma Bank October 2010 - Present
Tamalpais Bank October 2008 - November 2010
Zam General Contractors October 2006 - October 2009
Education
College of Marin 2008 — 2010
AA, Business/Real Estate
Sam Investments January 2004 - Present
Tamalpais Bank 2006 - March 2009
Tamalpais Bank December 1993 - January 2006
Eichler, Fayne & Associates March 1993 - December 1993
Countrywide Funding Corp November 1991 - March 1993
Eichler, Fayne & Associates January 1990 - November 1991
Skills
Credit, Loans, Mortgage, Construction, Commercial Lending, Underwriting, Lines Of Credit, Sales, Residential Mortgages, Investment Properties, Mortgage Lending, Small Business Lending, Banking, Funding, Credit Analysis, Commercial Real Estate, Real Estate, Cash Flow, Single Family Homes, Investors
Education
Skyline College
Marin College
Ten Group 2012 - Present
Bank of America 2011 - November 2012
Redwood Credit Union 2009 - 2011
Bank of America, Card Services 2008 - 2009
Bank of America, Premier Banking & Investments 2006 - 2008
Tamalpais Bank 2005 - 2006
Bank of America 2002 - 2005
American Express ( now Ameriprise) 2000 - 2002
Skills
Strategic Planning, Business Development, Leadership, Business Process..., Card Strategy, Wealth Management, Banking, Employee Engagement, Customer Engagement, Business Analysis, CRM, Strategy, Business Strategy, Coaching, Project Management, Retail Banking, Finance, Investments, Marketing Strategy, Loans, Risk Management, Marketing, Management, New Business Development, Product Management, Sales, Mergers & Acquisitions, Sales Management, Credit, Training, Portfolio Management
Education
San Francisco State University, College of Business
Bachelor of Science
Bank of San Francisco January 2015 - Present
Union Bank April 2010 - January 2015
Tamalpais Bank October 2004 - April 2010
Bank of America October 1993 - June 2004
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Branch Management, Relationship Management, Credit, Retail Banking, Loans, Banking, Lines Of Credit, Cash Management, Risk Management, Business Relationship..., Operational Risk, Loan Origination, Mortgage Banking
Education
Sonoma State University 1993 — 1996
Business Administration
Protiviti January 2013 - Present
Visa June 2010 - January 2013
Tamalpais Bank March 2006 - April 2010
Federal Reserve Bank of San Francisco October 2003 - December 2005
Schwab Bank October 2001 - September 2003
Bay View Capital Corporation November 1995 - September 2001
Office of the Comptroller of the Currency 1992 - 1994
Skills
Banking, Credit, Loans, Enterprise Risk..., Financial Services, Retail Banking, AML, Credit Cards, Portfolio Management, Operational Risk, Credit Analysis, Anti Money Laundering, Financial Risk
Education
Bowling Green State University 1974 — 1978
Psychology
Institute of Certified Bankers
CRCM
The Travel Corporation 2010 - Present
Marina Bay Capital 2006 - 2015
Various Active Travel & Tour Companies 1995 - 2015
Washington Mutual 2005 - 2006
ARCS Commercial Mortgage 2004 - 2005
Redwood Trust 2001 - 2004
Tamalpais Bank 1998 - 2000
Education
University of New Hampshire 1978 — 1982
B.S. Degree, Business Administration
Harvard University Graduate School of Design 1990 — 1992
Professional Development Program
San Francisco State University 1998 — 1999
Tippit 2015 - Present
Durso Cafe & Juice Bar May 2008 - Present
Tamalpais Bank November 2005 - January 2008
Wells Fargo Bank May 2002 - November 2005
Citi Bank formerly California Federal Bank January 1995 - November 2001
Skills
Sales, Marketing, Customer Service, Advertising, Credit, Leadership, Marketing Strategy, Banking, Strategy, Portfolio Management
Education
Florida Atlantic University 1985 — 1989
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Mechanics Bank March 2014 - Present
Pacific Capital Bancorp November 2010 - June 2013
The Wine Foundry 2007 - 2012
Tamalpais Bank October 2008 - November 2010
Greater Bay Bank,Palo Alto, CA September 2001 - May 2008
Greater Bay Bancorp 2001 - 2008
Wells Fargo Bank August 1983 - August 2001
Armenian Assembly of America January 1980 - June 1983
Skills
Credit, Loans, Commercial Lending, Banking, Commercial Banking, Credit Analysis, Small Business Lending, Portfolio Management, Underwriting, Retail Banking, Risk Management, Credit Risk, Financial Services, Relationship Management, Mortgage Lending, Financial Analysis, Cash Management, Lines Of Credit, Treasury Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1979 — 1983
MBA, Management
University of California, Los Angeles 1974 — 1976
MA, Middle Eastern History
Stanford University 1968 — 1972
BA, Honors, History
Bank of the Cascades March 2015 - Present
US Bank April 2012 - March 2015
JBC, Inc 2009 - 2012
Tamalpais Bank July 2006 - July 2008
Jeld-Wen June 2004 - March 2006
Skills
Sales Management, Customer Relations, Strategic Planning, Excel, Word, New Business Development, Financial Analysis, B2B Sales, Credit Analysis, Product Marketing, Sales Trainings, Inventory Management, Collections, Fundraising, Wellness Coaching
Education
Oregon State University 2000 — 2005
Bachelor of Science, Business Administration
Chulalongkorn Mahawitthayalai 2004 — 2004
Bachelor of Science (BS), International Business
Universidad de Oviedo 2003 — 2003
Minor, Spanish Literature, History, Art
Woodrow Wilson High School 1997 — 2000
H.S. Diploma, General Ed
Lakeridge High School 1996 — 1997
OneLogin, Inc. March 2015 - Present
D+H U.S. Operation June 2011 - March 2015
Rabobank, N.A. November 2010 - June 2011
Tamalpais Bank March 2003 - June 2010
Bay View Bank April 2000 - February 2003
Bank of America June 1996 - December 1998
Skills
Security, Vendor Management, Data Center, VMware, Training, Infrastructure, Business Continuity, Servers, Information Technology, IT Strategy, Network Security, Management, Disaster Recovery, Project Planning, Integration, Microsoft Exchange, Business Process, IT Management, Windows, Quality Assurance, Virtualization, Microsoft SQL Server, Budgets, Cloud Computing, Banking, Cisco Technologies, Technical Support
Education
San Francisco State University
B.S., Business Administration; concentration in Computer Information Systems
Tamalpais Bank October 1997 - February 2000
American Embassy at Mexico City June 1991 - August 1991
Skills
Accounting, Customer Service, Microsoft Office, Financial Reporting, Microsoft Word, Financial Accounting, Microsoft Excel, Auditing, Financial Analysis, Internal Controls, PowerPoint, Accounts Payable, QuickBooks, Account Reconciliation, General Ledger
Education
Texas A&M University 1989 — 1995
BA, Russian, Spanish
Universidad Iberoamericana, Ciudad de México
University at Albany, SUNY
5T Wealth Management, LLC February 2015 - Present
Calix September 2014 - January 2015
Union Bank April 2010 - September 2014
Tamalpais Bank February 2008 - April 2010
Rooster Sports Bar and Grill February 2006 - February 2008
Skills
Microsoft Excel, Data Entry, Recruiting, Customer Service, Project Management, PowerPoint, Human Resources, Process Scheduler, Credit, Leadership, Event Planning, Employee Relations, Outlook, Budgets, Nonprofits, Microsoft Word, Training, Banking, Microsoft Office, Management, Strategic Planning, Event Management, Team Building, Hiring, Coaching, Commercial Lending, Social Networking, Finance, Risk Management, Consumer Lending, Time Management, Loans, Marketing, Fundraising, Process Improvement, Access, Public Speaking, Sales, Accounting, Advertising, Analysis, Leadership Development, Mortgage Lending, Lines Of Credit, Community Outreach, Retail Banking, Deposits, Commercial Banking
Education
Santa Rosa Junior College 2000 — 2003
General Education
Marin Community Clinics September 2012 - Present
Sutter Pacific Medical Foundation November 2009 - September 2012
Kreuzberger & Associates September 2006 - September 2009
Resources Global Professionals April 2005 - September 2006
Tamalpais Bank April 2000 - April 2005
Orrick, Herrington & Sutcliffe LLP May 1996 - April 2000
Bank of America September 1993 - May 1996
Deloitte July 1991 - September 1993
Skills
Financial Analysis, Financial Reporting, Internal Controls, Auditing, Finance, General Ledger, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Variance Analysis, Financial Accounting, Tax, QuickBooks, Cost Accounting, Accounts Payable, Budgets
Education
Sonoma State University
BA, Management/Accounting
Tamalpais Bank Area Operations ManagerCitibank/ Cal Fed Bank1999 - 2008
Citigroup 1999 - 2008
Citibank 1989 - 2008
Skills
Commercial Banking, Recruiting, Credit, Loans, Credit Analysis, Banking, Retail Banking, Sourcing, Small Business Lending, Applicant Tracking..., Talent Management
Education
California State University-East Bay 1997 — 1999
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Wells Fargo Home Mortgage August 2014 - Present
Promortgage October 2012 - August 2013
Exclusive Calls March 2011 - September 2012
Tamalpias Bank, as part of Union Bank November 2006 - February 2011
Washington Mutual Bank, Office of Alber Saleh June 2004 - November 2006
Tamalpais Bank May 2002 - June 2004
Coldwell Banker Residential Brokerage June 2001 - May 2002
Internships: Pacific Capital Mortgage Co January 2002 - April 2002
Wells Fargo Bank June 1998 - December 1998
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Microsoft Excel, Banking, FHA, Customer Service, Mortgage Banking, SBA, Loan Origination, Refinance, Residential Mortgages, Microsoft Office, Outlook, USDA, VA loans, PowerPoint, Microsoft Word, Mortgage Underwriting
Education
San Francisco State University 1998 — 2002
BA, Business Administration (International Business)
Exchange Bank June 2015 - Present
Bahia HOA March 2014 - Present
JP Morgan Chase July 2010 - June 2015
Hamilton Field HOA June 2010 - August 2013
Wells Fargo Bank February 2008 - July 2010
Tamalpais Bank October 2007 - February 2008
Bank of Marin December 2005 - October 2007
THE WARWICK HOTEL September 2003 - July 2005
Skills
Loans, Sales, Banking, Training, Business Development, Financial Services, Selling, Coaching, Branch Banking, Mortgage Lending, Credit, Relationship Management, Finance, Cross Selling, Retail Banking, Credit Analysis, Mortgage Banking, Business, Refinance, Investments, FHA, Business Strategy, Residential Mortgages, Business Planning, Financial Risk, Loan Origination, Commercial Lending, Team Building, Cash Management, Consumer Lending, Wealth Management, Recruiting, Retirement Planning, Small Business Lending, Commercial Banking, Customer Retention, Branch Management, Lines Of Credit, Mortgage Marketing, Payments, Operational Risk, Credit Cards, Home Equity Lines of..., Investment Advisory, Building Relationships, Cold Calling, Home Equity Loans, Loss Mitigation, Hiring, Private Banking
Education
Galway-Mayo Institute of Technology 1997 — 2002
BA, Business & Marketing
U.S. Bank June 2012 - Present
U.S. Bank January 2011 - June 2012
Bank of the Orient March 2009 - December 2010
Bank of America January 2005 - February 2009
Bank of America January 2004 - January 2005
Tamalpais Bank January 2003 - January 2004
Bank of America, NT&SA January 1999 - January 2003
Bank of America, NT&SA January 1997 - January 1999
Skills
Banking, Credit, Loans, Commercial Lending, Microsoft Office, Customer Relations, Finance, Customer Service, Mortgage Lending, Portfolio Management, Refinance, Residential Mortgages
Education
City College of San Francisco 1982 — 1985
Business Administration and Management, General