Bank of Marin
Industry: Bank holding company
DescriptionHeadquarters: Novato, CA Founded: 1989 Subsidiaries: Bank of Marin, Bank of Marin Bancorp, ESOP
Bank of Marin List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of Marin. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of Marin Employees
Employee
Years
Job
Industry
James Alan Hoffman James Alan Hoffman's Bank of Marin Experience March 2005 - February 2012
Job President at MARIN TIPS
Industry Banking
Experience
Umpqua Bank August 2013 - Present
MARIN TIPS January 2011 - Present
Consumer Credit Counseling Services of San Francisco 1994 - Present
NatureBridge June 2012 - September 2013
Bank of America February 2012 - August 2013
Bank of Marin March 2005 - February 2012
Bank of Marin March 2005 - February 2012
Marin Ventures January 1995 - January 2010
Westamerican Bank June 1991 - March 2005
Westamerica Bank January 2000 - February 2005
Skills
Commercial Lending, Portfolio Management, Cash Management, Credit Cards, Credit, Insurance, Credit Analysis, Commercial Mortgages, Lines Of Credit, Consumer Lending, Deposits, Branch Banking, Retail Banking, Underwriting, Financial Analysis, Customer Service, Loans, Commercial Banking, New Business Development, Banking, Private Banking, Investments, Real Estate, Business Development, Leadership, Finance, Mortgage Banking, Analysis, Credit Risk, Financial Services, Small Business, Mortgage Lending, Risk Management, Asset Based Lending, Wealth Management, SBA, Cross Selling, Training, Treasury Management, Loan Origination, Banking Relationships, Relationship Management, Small Business Lending, Management, Sales, Commercial Real Estate
Education
San Francisco State University 1973 — 1979
BS, Management and Finance
San Francisco State University 1973 — 1979
Bachelor of Science, Business Administration
San Francisco State University 1973 — 1979
Bachelor's degree, Business Administration and Management, and Finance.
Umpqua Bank August 2013 - Present
MARIN TIPS January 2011 - Present
Consumer Credit Counseling Services of San Francisco 1994 - Present
NatureBridge June 2012 - September 2013
Bank of America February 2012 - August 2013
Bank of Marin March 2005 - February 2012
Bank of Marin March 2005 - February 2012
Marin Ventures January 1995 - January 2010
Westamerican Bank June 1991 - March 2005
Westamerica Bank January 2000 - February 2005
Skills
Commercial Lending, Portfolio Management, Cash Management, Credit Cards, Credit, Insurance, Credit Analysis, Commercial Mortgages, Lines Of Credit, Consumer Lending, Deposits, Branch Banking, Retail Banking, Underwriting, Financial Analysis, Customer Service, Loans, Commercial Banking, New Business Development, Banking, Private Banking, Investments, Real Estate, Business Development, Leadership, Finance, Mortgage Banking, Analysis, Credit Risk, Financial Services, Small Business, Mortgage Lending, Risk Management, Asset Based Lending, Wealth Management, SBA, Cross Selling, Training, Treasury Management, Loan Origination, Banking Relationships, Relationship Management, Small Business Lending, Management, Sales, Commercial Real Estate
Education
San Francisco State University 1973 — 1979
BS, Management and Finance
San Francisco State University 1973 — 1979
Bachelor of Science, Business Administration
San Francisco State University 1973 — 1979
Bachelor's degree, Business Administration and Management, and Finance.
Gina Puccinelli Gina Puccinelli's Bank of Marin Experience July 2009 - September 2011
Job Customer Support & Business Development at Hutchinson & Company
Industry Banking
Experience
Bellevue School District July 2015 - Present
Hutchinson & Company August 2013 - Present
Patelco Credit Union September 2011 - August 2013
Bank of Marin July 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Photoshop, Time Management, Social Networking, Sales, Social Media Marketing
Education
Sonoma State University 2014 — 2016
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Santa Rosa Junior College
Associate of Arts and Sciences (A.A.S.), Social Sciences
Bellevue School District July 2015 - Present
Hutchinson & Company August 2013 - Present
Patelco Credit Union September 2011 - August 2013
Bank of Marin July 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Photoshop, Time Management, Social Networking, Sales, Social Media Marketing
Education
Sonoma State University 2014 — 2016
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Santa Rosa Junior College
Associate of Arts and Sciences (A.A.S.), Social Sciences
LaToya Adkins LaToya Adkins's Bank of Marin Experience August 2007 - Present
Job Credit Analyst at Bank of Marin
Industry Banking
Experience
Bank of Marin August 2007 - Present
First Republic Bank 2004 - 2007
TheatreWorks 2002 - 2004
Gymboree 2000 - 2001
Franklin Templeton Investments 1998 - 2000
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Banking Relationships, Relationship Management, Customer Service, Bank Secrecy Act, Financial Services, PowerPoint, Microsoft Word, Organization, Administrative..., Microsoft Office, Microsoft Excel, Outlook
Education
Westmoor High School 1993 — 1997
High School Diploma
City College of San Francisco
Associate of Science (A.S.), Marketing
Bank of Marin August 2007 - Present
First Republic Bank 2004 - 2007
TheatreWorks 2002 - 2004
Gymboree 2000 - 2001
Franklin Templeton Investments 1998 - 2000
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Banking Relationships, Relationship Management, Customer Service, Bank Secrecy Act, Financial Services, PowerPoint, Microsoft Word, Organization, Administrative..., Microsoft Office, Microsoft Excel, Outlook
Education
Westmoor High School 1993 — 1997
High School Diploma
City College of San Francisco
Associate of Science (A.S.), Marketing
Tamara Williams Ressler Tamara Williams Ressler's Bank of Marin Experience November 2012 - Present
Job Branch Manager at Bank of Marin
Industry Banking
Experience
Bank of Marin November 2012 - Present
JPMorgan Chase October 2010 - November 2012
J.P. Morgan Chase / Washington Mutual Bank June 2004 - October 2010
Skills
Banking, Microsoft Office, Microsoft Excel, Financial Analysis, Credit, Customer Service, Microsoft Word, Project Management, Loans, Business Analysis, Retail Banking, Credit Risk, Management, Sales, Training, Small Business Lending, Accounting, Commercial Banking, Underwriting, Marketing, Leadership, Credit Analysis, Coaching, Mortgage Banking, Team Leadership, System Administration, Sales Management, FHA, Budgets, Loan Origination, Finance, Investments, Operations Management, Consumer Lending, Recruiting, Team Building, Commercial Lending, Branch Banking, Business Development, Mortgage Lending, CRM, Contract Negotiation, Cross Selling, Residential Mortgages, Analysis
Education
Sonoma State University
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of Marin November 2012 - Present
JPMorgan Chase October 2010 - November 2012
J.P. Morgan Chase / Washington Mutual Bank June 2004 - October 2010
Skills
Banking, Microsoft Office, Microsoft Excel, Financial Analysis, Credit, Customer Service, Microsoft Word, Project Management, Loans, Business Analysis, Retail Banking, Credit Risk, Management, Sales, Training, Small Business Lending, Accounting, Commercial Banking, Underwriting, Marketing, Leadership, Credit Analysis, Coaching, Mortgage Banking, Team Leadership, System Administration, Sales Management, FHA, Budgets, Loan Origination, Finance, Investments, Operations Management, Consumer Lending, Recruiting, Team Building, Commercial Lending, Branch Banking, Business Development, Mortgage Lending, CRM, Contract Negotiation, Cross Selling, Residential Mortgages, Analysis
Education
Sonoma State University
Bachelor of Business Administration (B.B.A.), Finance, General
Aleta Walsh Aleta Walsh's Bank of Marin Experience April 2007 - March 2008
Job Student at Dominican University of California
Industry Education Management
Experience
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
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
Christina Olsa Christina Olsa's Bank of Marin Experience February 2007 - March 2010
Job Receptionist @ 2K
Industry Computer Games
Experience
2K October 2013 - December 2013
Sonoma County Conservation Action April 2013 - September 2013
Bank of Marin February 2007 - March 2010
WestAmerica Bank September 2005 - February 2007
Skills
Microsoft Office, Adobe Creative Suite, Customer Service, Building Relationships, Employee Training, Volunteering, Social Media, Consumer Lending, Retail Banking, Creative Problem Solving, Energy Conservation, Research, Event Planning
Education
Santa Rosa Junior College
Film/Cinema/Video Studies
2K October 2013 - December 2013
Sonoma County Conservation Action April 2013 - September 2013
Bank of Marin February 2007 - March 2010
WestAmerica Bank September 2005 - February 2007
Skills
Microsoft Office, Adobe Creative Suite, Customer Service, Building Relationships, Employee Training, Volunteering, Social Media, Consumer Lending, Retail Banking, Creative Problem Solving, Energy Conservation, Research, Event Planning
Education
Santa Rosa Junior College
Film/Cinema/Video Studies
Greg Grassi's Bank of Marin Experience September 2012 - Present
Job Vice President/Senior Commercial Lender @ Bank of Marin
Industry Banking
Experience
City of Concord April 2015 - Present
Bank of Marin September 2012 - Present
Rotary Club of Oakland #3 October 1984 - Present
Mechanics Bank May 1999 - February 2012
Mechanics Bank May 2003 - August 2006
Sanwa Bank of Californina October 1997 - May 1999
Westamerica Bank 1992 - 1993
US Bank (through acquisition of Concord Commercial Bank) August 1987 - February 1992
Security Pacific Bank November 1973 - July 1987
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Commercial Mortgages, Credit Risk, Credit Analysis, Loans, Small Business, Mortgage Lending, Commercial Real Estate, Lines Of Credit, Real Estate, Risk Management, Strategic Financial..., Middle Market, Management, Portfolio Management, Underwriting, Financial Analysis, Treasury Management, Loan Origination, Asset Based Lending, Consumer Lending, Cash Management, Investments, Finance, Financial Services, Relationship Management, Financial Risk, Retail Banking, Financial Structuring, SBA, Structured Finance, Private Banking, Construction Loans, Refinance, Asset Management, Small Business Lending, Real Estate Financing, Real Estate Economics, Bonds, Wealth Management, Mortgage Banking, Due Diligence, Valuation, Securities, Executive Management
Education
California State University-Northridge 1969 — 1973
BA
City of Concord April 2015 - Present
Bank of Marin September 2012 - Present
Rotary Club of Oakland #3 October 1984 - Present
Mechanics Bank May 1999 - February 2012
Mechanics Bank May 2003 - August 2006
Sanwa Bank of Californina October 1997 - May 1999
Westamerica Bank 1992 - 1993
US Bank (through acquisition of Concord Commercial Bank) August 1987 - February 1992
Security Pacific Bank November 1973 - July 1987
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Commercial Mortgages, Credit Risk, Credit Analysis, Loans, Small Business, Mortgage Lending, Commercial Real Estate, Lines Of Credit, Real Estate, Risk Management, Strategic Financial..., Middle Market, Management, Portfolio Management, Underwriting, Financial Analysis, Treasury Management, Loan Origination, Asset Based Lending, Consumer Lending, Cash Management, Investments, Finance, Financial Services, Relationship Management, Financial Risk, Retail Banking, Financial Structuring, SBA, Structured Finance, Private Banking, Construction Loans, Refinance, Asset Management, Small Business Lending, Real Estate Financing, Real Estate Economics, Bonds, Wealth Management, Mortgage Banking, Due Diligence, Valuation, Securities, Executive Management
Education
California State University-Northridge 1969 — 1973
BA
Dana Al-Suwaidi Dana Al-Suwaidi's Bank of Marin Experience September 2010 - May 2012
Job Associate Account Manager, Bleu Marketing Solutions
Industry Marketing and Advertising
Experience
Bleu Marketing Solutions June 2012 - Present
Bank of Marin September 2010 - May 2012
Bleu Marketing Solutions (SF / NY) August 2006 - August 2010
Bleu Marketing Solutions (SF / NY) May 2007 - August 2007
Skills
Direct Marketing, Online Advertising, Digital Marketing, Lead Generation, Email Marketing, Digital Strategy, Integrated Marketing, Advertising, PPC, Account Management, Mobile Marketing, Digital Media, Media Planning, Media Buying, Content Marketing, Project Management, Content Management, Direct Mail, Marketing, B2B Marketing, Creative Briefs, Budgeting
Education
Dominican University of California 2007 — 2010
Bachelor of Arts (BA), Music with Emphasis in Vocal Performance and Composition
Bleu Marketing Solutions June 2012 - Present
Bank of Marin September 2010 - May 2012
Bleu Marketing Solutions (SF / NY) August 2006 - August 2010
Bleu Marketing Solutions (SF / NY) May 2007 - August 2007
Skills
Direct Marketing, Online Advertising, Digital Marketing, Lead Generation, Email Marketing, Digital Strategy, Integrated Marketing, Advertising, PPC, Account Management, Mobile Marketing, Digital Media, Media Planning, Media Buying, Content Marketing, Project Management, Content Management, Direct Mail, Marketing, B2B Marketing, Creative Briefs, Budgeting
Education
Dominican University of California 2007 — 2010
Bachelor of Arts (BA), Music with Emphasis in Vocal Performance and Composition
Eric Sutton-Beattie Eric Sutton-Beattie's Bank of Marin Experience 1999 - 2003
Job Vice President and Senior Relationship Manager at City National Bank
Industry Banking
Experience
City National Bank August 2005 - Present
Bank of Marin 1999 - 2003
IBM Credit Corporation 1996 - 1999
CNCA Credit Agricole 1990 - 1992
Skills
Commercial Lending, Loans, Small Business Lending, Mortgage Lending, Investment Properties, Credit, Banking, Relationship Management, Credit Analysis, Financial Analysis
Education
UC Berkeley 1973 — 1975
Bachelor of Arts (B.A.), European History
University of Oregon 1973 — 1973
City National Bank August 2005 - Present
Bank of Marin 1999 - 2003
IBM Credit Corporation 1996 - 1999
CNCA Credit Agricole 1990 - 1992
Skills
Commercial Lending, Loans, Small Business Lending, Mortgage Lending, Investment Properties, Credit, Banking, Relationship Management, Credit Analysis, Financial Analysis
Education
UC Berkeley 1973 — 1975
Bachelor of Arts (B.A.), European History
University of Oregon 1973 — 1973
Dina H. Kadunic's Bank of Marin Experience August 2001 - September 2005
Job Student at Stanford University
Industry Venture Capital & Private Equity
Experience
Tribeca Companies September 2005 - June 2013
Bank of Marin August 2001 - September 2005
Skills
Corporate Finance, Operations Management, Tax Preparation, Commercial Real Estate, Property Management, Banking, Business Strategy, Accounts Payable, Accounts Receivable, Account Reconciliation, Cash Flow Forecasting, Corporate Branding, Investor Relations..., File Management, Microsoft Office, Microsoft Word, Microsoft Excel, Management, Customer Service, Budgets, Project Management, Start-ups, Sales, Social Media
Education
Stanford University 2014 — 2016
Bachelor of Science (B.S.), Science, Technology and Society
Tribeca Companies September 2005 - June 2013
Bank of Marin August 2001 - September 2005
Skills
Corporate Finance, Operations Management, Tax Preparation, Commercial Real Estate, Property Management, Banking, Business Strategy, Accounts Payable, Accounts Receivable, Account Reconciliation, Cash Flow Forecasting, Corporate Branding, Investor Relations..., File Management, Microsoft Office, Microsoft Word, Microsoft Excel, Management, Customer Service, Budgets, Project Management, Start-ups, Sales, Social Media
Education
Stanford University 2014 — 2016
Bachelor of Science (B.S.), Science, Technology and Society
Sam Turnbull Sam Turnbull's Bank of Marin Experience October 2012 - July 2013
Job Senior Financial Operations Analyst at Zendesk
Industry Financial Services
Experience
Zendesk July 2015 - Present
EndGames Improv April 2014 - Present
Zendesk July 2013 - Present
Bank of Marin October 2012 - July 2013
Bank of Marin August 2011 - October 2012
Law Offices San Rafael June 2011 - June 2011
Skills
Zuora, Zendesk, Analytics, Public Speaking, Credit, Marketing, Banking, Research, Social Media, Management, Project Management
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Arts, Political Science Pre-law Minor in Theatre
Novato High School
Zendesk July 2015 - Present
EndGames Improv April 2014 - Present
Zendesk July 2013 - Present
Bank of Marin October 2012 - July 2013
Bank of Marin August 2011 - October 2012
Law Offices San Rafael June 2011 - June 2011
Skills
Zuora, Zendesk, Analytics, Public Speaking, Credit, Marketing, Banking, Research, Social Media, Management, Project Management
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Arts, Political Science Pre-law Minor in Theatre
Novato High School
Diana Verrue Diana Verrue's Bank of Marin Experience July 1998 - July 2000
Job Associate Recruiter at Archer Field Inc.
Industry Human Resources
Experience
Archer Field Inc March 2014 - Present
Vega Consulting LLC January 2013 - December 2013
Our School Pages 2011 - 2013
Benchmark Resorts & Hotels 2000 - 2001
Bank of Marin July 1998 - July 2000
Mill Valley School District August 1996 - June 1998
Discovery Elementary 1995 - 1996
Skills
Teaching, Non-profits, Curriculum Development, Public Speaking, Community Outreach, Fundraising, Event Planning, Volunteer Management, PowerPoint, Customer Service, Event Management, Leadership, Leadership Development, Microsoft Excel, Microsoft Word, Analysis, Team Building, Recruiting, Nonprofits, Training, Staff Development, Program Management, Human Resources
Education
Dominican University of California 1994 — 1995
Teaching Credential, Education
Mount Holyoke College 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs
Marin Academy
Marin Academy
Archer Field Inc March 2014 - Present
Vega Consulting LLC January 2013 - December 2013
Our School Pages 2011 - 2013
Benchmark Resorts & Hotels 2000 - 2001
Bank of Marin July 1998 - July 2000
Mill Valley School District August 1996 - June 1998
Discovery Elementary 1995 - 1996
Skills
Teaching, Non-profits, Curriculum Development, Public Speaking, Community Outreach, Fundraising, Event Planning, Volunteer Management, PowerPoint, Customer Service, Event Management, Leadership, Leadership Development, Microsoft Excel, Microsoft Word, Analysis, Team Building, Recruiting, Nonprofits, Training, Staff Development, Program Management, Human Resources
Education
Dominican University of California 1994 — 1995
Teaching Credential, Education
Mount Holyoke College 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs
Marin Academy
Marin Academy
Jenifer McFarren Jenifer McFarren's Bank of Marin Experience January 2014 - Present
Job Bookkeeper I at Bank of Marin
Industry Banking
Experience
Bank of Marin January 2014 - Present
Bank of Marin December 2012 - January 2014
Bank of Marin July 2011 - December 2012
Sunrise Senior Living May 2007 - July 2011
Kmart Corporation December 2006 - May 2007
Legal Express Ltd June 2004 - December 2006
Skills
Windows, Microsoft Office, Customer Service, Organization, Human Resources, Microsoft Word, Outlook, Social Media
Education
Empire College School of Business 2006 — 2008
Associate's degree, Accounting
Bank of Marin January 2014 - Present
Bank of Marin December 2012 - January 2014
Bank of Marin July 2011 - December 2012
Sunrise Senior Living May 2007 - July 2011
Kmart Corporation December 2006 - May 2007
Legal Express Ltd June 2004 - December 2006
Skills
Windows, Microsoft Office, Customer Service, Organization, Human Resources, Microsoft Word, Outlook, Social Media
Education
Empire College School of Business 2006 — 2008
Associate's degree, Accounting
Sally Frey Sally Frey's Bank of Marin Experience May 2010 - Present
Job Branch Manager at Bank of Marin
Industry Banking
Experience
Bank of Marin May 2010 - Present
Westamerica Bank 2005 - 2010
National Bank of the Redwoods 1994 - 2005
Great American Bank 1980 - 1991
Skills
Branch Banking
Education
San Jose State University 1970 — 1973
Bachelor of Arts (B.A.), Standard Elementary Credential, English
Bank of Marin May 2010 - Present
Westamerica Bank 2005 - 2010
National Bank of the Redwoods 1994 - 2005
Great American Bank 1980 - 1991
Skills
Branch Banking
Education
San Jose State University 1970 — 1973
Bachelor of Arts (B.A.), Standard Elementary Credential, English
Rick Gorman Rick Gorman's Bank of Marin Experience April 2013 - January 2014
Job Vice President / Branch Manager at Exchange Bank
Industry Financial Services
Experience
Exchange Bank March 2014 - Present
Bank of Marin April 2013 - January 2014
Wells Fargo Bank January 2008 - April 2013
Westamerica Bank 2007 - 2008
Aligned Growth Partners, LLC, advisors to Boards of Directors and Management 2005 - 2007
Summit Bancorporation 1988 - 1995
Ocean National Bank January 1993 - October 1994
Skills
Banking, Negotiation, Budgets, Commercial Lending, Risk Management, Process Improvement
Education
Rider University
BS, Accounting
Seton Hall University
MS, Taxation
Exchange Bank March 2014 - Present
Bank of Marin April 2013 - January 2014
Wells Fargo Bank January 2008 - April 2013
Westamerica Bank 2007 - 2008
Aligned Growth Partners, LLC, advisors to Boards of Directors and Management 2005 - 2007
Summit Bancorporation 1988 - 1995
Ocean National Bank January 1993 - October 1994
Skills
Banking, Negotiation, Budgets, Commercial Lending, Risk Management, Process Improvement
Education
Rider University
BS, Accounting
Seton Hall University
MS, Taxation
Misty Rudolph Misty Rudolph's Bank of Marin Experience August 2014 - Present
Job Training and Development Officer, AVP at Bank of Marin
Industry Banking
Experience
Bank of Marin August 2014 - Present
Bank of Marin January 2011 - August 2014
Wells Fargo 2010 - 2011
Skills
Retail Banking, Commercial Lending, Customer Service, Sales, Team Building, Leadership Development, Training & Development, Nonprofits, Coaching, Credit, Commercial Banking
Education
California State University-Chico
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of Marin August 2014 - Present
Bank of Marin January 2011 - August 2014
Wells Fargo 2010 - 2011
Skills
Retail Banking, Commercial Lending, Customer Service, Sales, Team Building, Leadership Development, Training & Development, Nonprofits, Coaching, Credit, Commercial Banking
Education
California State University-Chico
Bachelor of Science (B.S.), Business Administration and Management, General
Ramsay Brown, MBA Ramsay Brown, MBA's Bank of Marin Experience April 2011 - Present
Job AVP, Special Assets Officer at Bank of Marin
Industry Banking
Experience
Bank of Marin April 2011 - Present
Wells Fargo July 2009 - April 2011
Peet's Coffee & Tea August 2007 - July 2009
Camp Doodles June 2001 - August 2007
Skills
Financial Analysis, Commercial Real Estate..., Cash Flow Analysis, Debt Structure Analysis, Financial Statement..., Loan Documentation, Loan Underwriting, Loans, Commercial Banking, Small Business Lending, Banking, Cash Management, Loan Origination, Management
Education
San Francisco State University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
San Francisco State University 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Tamalpais High 1999 — 2003
Bank of Marin April 2011 - Present
Wells Fargo July 2009 - April 2011
Peet's Coffee & Tea August 2007 - July 2009
Camp Doodles June 2001 - August 2007
Skills
Financial Analysis, Commercial Real Estate..., Cash Flow Analysis, Debt Structure Analysis, Financial Statement..., Loan Documentation, Loan Underwriting, Loans, Commercial Banking, Small Business Lending, Banking, Cash Management, Loan Origination, Management
Education
San Francisco State University 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
San Francisco State University 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Tamalpais High 1999 — 2003
Noah Hill Noah Hill's Bank of Marin Experience March 2014 - Present
Job Commercial Banking Officer at Bank of Marin
Industry Financial Services
Experience
Bank of Marin March 2014 - Present
NSH Design and Consulting September 2011 - March 2014
Mercalli XII January 2007 - November 2013
Decon USA / Seismic Solutions, Inc. 2000 - 2006
Skills
Microsoft Excel, Strategic Planning, Business Analysis, Business Strategy, Management, Web Design, Public Speaking, Inventory Management, Business Planning, AutoCAD, Project Management, Interpersonal..., Marketing Strategy, Construction Processes, Product Innovation, Business Process..., Market Research, Joomla, Business Management, Bookkeeping, Patents, Strategic Thinking, Project Estimation, Process Consulting, Strategic Consulting, Financial Projection, Product Design, New Venture Development, Venture Financing, Tilt-Up Retrofit, Customer Service
Education
Sonoma State University 2010 — 2012
Master of Business Administration (MBA), Executive MBA
University of California, Santa Cruz 2003 — 2004
B.A., Philosophy
Santa Rosa Junior College 2000 — 2003
General, Math, Music, Philosophy
Bank of Marin March 2014 - Present
NSH Design and Consulting September 2011 - March 2014
Mercalli XII January 2007 - November 2013
Decon USA / Seismic Solutions, Inc. 2000 - 2006
Skills
Microsoft Excel, Strategic Planning, Business Analysis, Business Strategy, Management, Web Design, Public Speaking, Inventory Management, Business Planning, AutoCAD, Project Management, Interpersonal..., Marketing Strategy, Construction Processes, Product Innovation, Business Process..., Market Research, Joomla, Business Management, Bookkeeping, Patents, Strategic Thinking, Project Estimation, Process Consulting, Strategic Consulting, Financial Projection, Product Design, New Venture Development, Venture Financing, Tilt-Up Retrofit, Customer Service
Education
Sonoma State University 2010 — 2012
Master of Business Administration (MBA), Executive MBA
University of California, Santa Cruz 2003 — 2004
B.A., Philosophy
Santa Rosa Junior College 2000 — 2003
General, Math, Music, Philosophy
Erica Demster Erica Demster's Bank of Marin Experience June 2013 - October 2013
Job Organization Development Consultant at Kaiser Permanente
Industry Marketing and Advertising
Experience
Kaiser Permanente October 2013 - Present
Bank of Marin June 2013 - October 2013
Bank of Marin January 2010 - June 2013
Vine Solutions, Inc. February 2008 - January 2010
Homestead Valley Community Center April 2006 - January 2008
Skills
Strategic Planning, Organizational..., Leadership, Strategy, Community Development, Marketing Strategy, PowerPoint, Change Management, Financial Analysis, Customer Service, Product Management, Project Management, Budgets, Social Media, Marketing
Education
University of California, Berkeley 2013 — 2014
Certificate in Project Management
University of San Francisco 2009 — 2011
MS, Organization Development
San Francisco State University
BA, Industrial Psychology
Kaiser Permanente October 2013 - Present
Bank of Marin June 2013 - October 2013
Bank of Marin January 2010 - June 2013
Vine Solutions, Inc. February 2008 - January 2010
Homestead Valley Community Center April 2006 - January 2008
Skills
Strategic Planning, Organizational..., Leadership, Strategy, Community Development, Marketing Strategy, PowerPoint, Change Management, Financial Analysis, Customer Service, Product Management, Project Management, Budgets, Social Media, Marketing
Education
University of California, Berkeley 2013 — 2014
Certificate in Project Management
University of San Francisco 2009 — 2011
MS, Organization Development
San Francisco State University
BA, Industrial Psychology
Rafelina Maglio Rafelina Maglio's Bank of Marin Experience October 2012 - Present
Job Vice President, Market Manager at Bank of Marin
Industry Banking
Experience
Bank of Marin October 2012 - Present
Bank of Marin July 2006 - September 2012
Skills
Commercial Mortgages, Credit, New Business Development, Small Business Lending, Banking, Loans, Commercial Lending, Mortgage Lending, Retail Banking, Consumer Lending, Commercial Banking, Relationship Management, Underwriting, Portfolio Management, Cash Management
Education
Leadership Novato 2009 — 2010
UC Berkeley 1985 — 1988
Certificate - Financial Planning, Financial Planning and Services
San Francisco State University 1972 — 1977
Bachelor of Arts (B.A.), European History
Bank of Marin October 2012 - Present
Bank of Marin July 2006 - September 2012
Skills
Commercial Mortgages, Credit, New Business Development, Small Business Lending, Banking, Loans, Commercial Lending, Mortgage Lending, Retail Banking, Consumer Lending, Commercial Banking, Relationship Management, Underwriting, Portfolio Management, Cash Management
Education
Leadership Novato 2009 — 2010
UC Berkeley 1985 — 1988
Certificate - Financial Planning, Financial Planning and Services
San Francisco State University 1972 — 1977
Bachelor of Arts (B.A.), European History
Julia Gorton, MBA Julia Gorton, MBA's Bank of Marin Experience January 2015 - Present
Job Credit Analysis
Industry Financial Services
Experience
Luther Burbank Savings August 2015 - Present
Bank of Marin January 2015 - Present
Bank of Marin July 2013 - January 2015
Bank of Marin June 2012 - July 2013
Larkspur Financial Advisors June 2011 - February 2012
Jacquelyne Gorton Nurse Attorney Inc. May 2010 - October 2011
Skills
Customer Service, Commercial Lending, Social Media, Microsoft Office, Microsoft Excel, Research, PowerPoint, Credit Analysis, Outlook, Banking, Microsoft Word, Financial Spreading
Education
Sonoma State University 2010 — 2012
MBA
Sonoma State University 2006 — 2008
B.A., Art History
UC Santa Barbara 2004 — 2006
The Branson School 2000 — 2004
Luther Burbank Savings August 2015 - Present
Bank of Marin January 2015 - Present
Bank of Marin July 2013 - January 2015
Bank of Marin June 2012 - July 2013
Larkspur Financial Advisors June 2011 - February 2012
Jacquelyne Gorton Nurse Attorney Inc. May 2010 - October 2011
Skills
Customer Service, Commercial Lending, Social Media, Microsoft Office, Microsoft Excel, Research, PowerPoint, Credit Analysis, Outlook, Banking, Microsoft Word, Financial Spreading
Education
Sonoma State University 2010 — 2012
MBA
Sonoma State University 2006 — 2008
B.A., Art History
UC Santa Barbara 2004 — 2006
The Branson School 2000 — 2004
Katharine Coakley's Bank of Marin Experience 1998 - 2003
Job Senior Vice President and Director of Trust and Investments at Columbia Bank/West Coast Trust
Industry Banking
Experience
Columbia Bank 2013 - Present
Key Private Bank 2006 - 2013
Bank of the Cascades 2003 - 2006
Bank of Marin 1998 - 2003
Wells Fargo Bank 1983 - 1998
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Finance
UC Berkeley
Berkeley Advanced Management Program
Cannon Financial Institute
Certified Wealth Strategist
California Polytechnic State University-San Luis Obispo
Graphic Design Major
Carmel High School
Columbia Bank 2013 - Present
Key Private Bank 2006 - 2013
Bank of the Cascades 2003 - 2006
Bank of Marin 1998 - 2003
Wells Fargo Bank 1983 - 1998
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Finance
UC Berkeley
Berkeley Advanced Management Program
Cannon Financial Institute
Certified Wealth Strategist
California Polytechnic State University-San Luis Obispo
Graphic Design Major
Carmel High School
Tom Patterman's Bank of Marin Experience 2011 - Present
Job VP Business Development Officer at Bank of MarinFinancing Solution Provider
Industry Financial Services
Experience
Bank of Marin 2011 - Present
Topa Consulting 2004 - 2011
Washington Mutual Equipment Finance 2002 - 2004
GE Capital/Phoenixcor 1997 - 2001
Manufacturers Hanover/CIT Equipment Finance 1987 - 1997
AFNB & CFB 1980 - 1987
Skills
Banking, Portfolio Management, Business Development, Small Business, Financial Services, Mergers & Acquisitions, Start-ups, Finance, New Business Development, Cash Management, Loans, Credit, Commercial Lending, Real Estate, Small Business Lending
Education
Indiana University Bloomington
BS, Accounting/Political Science
Bank of Marin 2011 - Present
Topa Consulting 2004 - 2011
Washington Mutual Equipment Finance 2002 - 2004
GE Capital/Phoenixcor 1997 - 2001
Manufacturers Hanover/CIT Equipment Finance 1987 - 1997
AFNB & CFB 1980 - 1987
Skills
Banking, Portfolio Management, Business Development, Small Business, Financial Services, Mergers & Acquisitions, Start-ups, Finance, New Business Development, Cash Management, Loans, Credit, Commercial Lending, Real Estate, Small Business Lending
Education
Indiana University Bloomington
BS, Accounting/Political Science
Steve Borden Steve Borden's Bank of Marin Experience June 1989 - June 1998
Job Wealth Management Professional/COO
Industry Investment Management
Experience
Raskob Kambourian Financial Advisors March 2011 - Present
Portico Wealth Advisors LLC 2010 - Present
Northern Trust June 1998 - June 2007
Bank of Marin June 1989 - June 1998
Education
UC Berkeley 1969 — 1973
BS, Business Administration
Raskob Kambourian Financial Advisors March 2011 - Present
Portico Wealth Advisors LLC 2010 - Present
Northern Trust June 1998 - June 2007
Bank of Marin June 1989 - June 1998
Education
UC Berkeley 1969 — 1973
BS, Business Administration
April Gobershock April Gobershock's Bank of Marin Experience May 2005 - May 2007
Job Full Charge Bookkeeping Services
Industry Accounting
Experience
Advantage Accounting November 2007 - Present
Bank of Marin May 2005 - May 2007
Bank of America January 1980 - May 2005
Education
University of California, Berkeley 1978 — 1979
Advantage Accounting November 2007 - Present
Bank of Marin May 2005 - May 2007
Bank of America January 1980 - May 2005
Education
University of California, Berkeley 1978 — 1979
Betsy Stewart, CPA, CGMA Betsy Stewart, CPA, CGMA's Bank of Marin Experience April 2015 - Present
Job Member, Sonoma County Advisory Board at Bank of Marin
Industry Accounting
Experience
Bank of Marin April 2015 - Present
Zainer Rinehart Clarke CPAs October 1983 - Present
Laguna de Santa Rosa Foundation 2009 - Present
DFK International December 2011 - December 2012
Junior League 1991 - 1996
Sonoma State University September 1980 - June 1981
Skills
Creative Problem Solving, Business Planning, personal tax planning, Personal Tax Planning, Agribusiness, Accounting, Financial Reporting, Income Tax, Finance, Corporate Tax, Auditing, Bookkeeping, Tax Preparation, QuickBooks, Tax, Internal Controls, Management Accounting, GAAP, Strategic Financial..., Journal Entries, Due Diligence, Internal Audit, Managerial Finance, US GAAP, Accounts Receivable, CPA, Financial Accounting, Accounts Payable, Tax Advisory, Tax Accounting, Assurance, External Audit, Cost Accounting
Education
Sonoma State University 1978 — 1980
BA, Management Studies
Sonoma State University 1969 — 1973
Liberal Studies
Bank of Marin April 2015 - Present
Zainer Rinehart Clarke CPAs October 1983 - Present
Laguna de Santa Rosa Foundation 2009 - Present
DFK International December 2011 - December 2012
Junior League 1991 - 1996
Sonoma State University September 1980 - June 1981
Skills
Creative Problem Solving, Business Planning, personal tax planning, Personal Tax Planning, Agribusiness, Accounting, Financial Reporting, Income Tax, Finance, Corporate Tax, Auditing, Bookkeeping, Tax Preparation, QuickBooks, Tax, Internal Controls, Management Accounting, GAAP, Strategic Financial..., Journal Entries, Due Diligence, Internal Audit, Managerial Finance, US GAAP, Accounts Receivable, CPA, Financial Accounting, Accounts Payable, Tax Advisory, Tax Accounting, Assurance, External Audit, Cost Accounting
Education
Sonoma State University 1978 — 1980
BA, Management Studies
Sonoma State University 1969 — 1973
Liberal Studies
Linda Leo Linda Leo's Bank of Marin Experience March 1983 - September 1983
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2003 - Present
Charles Schwab 1986 - 2002
Montgomery Securities October 1983 - May 1986
Sutro and Company November 1983 - July 1984
Bank of Marin March 1983 - September 1983
Kidder Peabody November 1981 - March 1983
Merrill Lynch November 1980 - November 1981
Skills
Regulatory Analysis, Negotiation, Building Strong Teams, Risk Management, Operational Risk..., Financial Risk, Operational Risk, AML, Enterprise Risk..., Banking, Financial Services, Governance, Process Improvement, Securities, Vendor Management, Program Management, Series 7, Equities
Education
Mills College 1986 — 1988
Bachelor of Arts, History
Pitzer College 1978 — 1980
Pitzer College
Wells Fargo October 2003 - Present
Charles Schwab 1986 - 2002
Montgomery Securities October 1983 - May 1986
Sutro and Company November 1983 - July 1984
Bank of Marin March 1983 - September 1983
Kidder Peabody November 1981 - March 1983
Merrill Lynch November 1980 - November 1981
Skills
Regulatory Analysis, Negotiation, Building Strong Teams, Risk Management, Operational Risk..., Financial Risk, Operational Risk, AML, Enterprise Risk..., Banking, Financial Services, Governance, Process Improvement, Securities, Vendor Management, Program Management, Series 7, Equities
Education
Mills College 1986 — 1988
Bachelor of Arts, History
Pitzer College 1978 — 1980
Pitzer College
Shayna Clementz Shayna Clementz's Bank of Marin Experience May 2006 - June 2014
Job Client Relationship Specialist at The Coaches Training Institute (CTI)
Industry Education Management
Experience
Polly Klaas Foundation November 2014 - Present
The Coaches Training Institute (CTI) June 2014 - Present
Bank of Marin May 2006 - June 2014
Skills
Retail Banking, Customer Service, Emotional Intelligence, Non-profit Volunteer, Banking, Sales, Branch Banking, Financial Services, Direct Sales, Sales Presentations, Public Speaking, Strategic Financial..., Passion for Helping..., Teller Operations, Personal Banking, Volunteer Recruiting, Relationship Management, Internet Banking, Donations, Executive Coaching, Strategic Planning
Education
Sonoma State University 2008 — 2010
Anthropology, Anthropology
Santa Rosa Junior College 2003 — 2010
Humanities (2008) & Psychology (2010), Humanites & Psychology
Polly Klaas Foundation November 2014 - Present
The Coaches Training Institute (CTI) June 2014 - Present
Bank of Marin May 2006 - June 2014
Skills
Retail Banking, Customer Service, Emotional Intelligence, Non-profit Volunteer, Banking, Sales, Branch Banking, Financial Services, Direct Sales, Sales Presentations, Public Speaking, Strategic Financial..., Passion for Helping..., Teller Operations, Personal Banking, Volunteer Recruiting, Relationship Management, Internet Banking, Donations, Executive Coaching, Strategic Planning
Education
Sonoma State University 2008 — 2010
Anthropology, Anthropology
Santa Rosa Junior College 2003 — 2010
Humanities (2008) & Psychology (2010), Humanites & Psychology
Kerby Workman Kerby Workman's Bank of Marin Experience May 2006 - December 2006
Job Providing the community with an event that creates family memories and business' revenue
Industry Entertainment
Experience
Shasta District Fair March 2015 - Present
Pisenti & Brinker LLP January 2012 - March 2015
Bank of Marin May 2006 - December 2006
Golden 1 Credit Union October 2002 - February 2006
Skills
GAAP, Accounting, Tax, Auditing, Income Tax, Corporate Tax, Tax Preparation, Partnership Taxation, Tax Accounting, Inventory Observations, Financial Reporting, Financial Accounting, Internal Controls, QuickBooks, US GAAP, Assurance, Tax Returns, External Audit, Tax Research, Management, Finance, Financial Statements, Budgets
Education
Sonoma State University 2011 — 2012
Bachelor's degree, Accounting
Santa Rosa Junior College 2007 — 2010
Associate of Arts (A.A.), Business Administration
Shasta District Fair March 2015 - Present
Pisenti & Brinker LLP January 2012 - March 2015
Bank of Marin May 2006 - December 2006
Golden 1 Credit Union October 2002 - February 2006
Skills
GAAP, Accounting, Tax, Auditing, Income Tax, Corporate Tax, Tax Preparation, Partnership Taxation, Tax Accounting, Inventory Observations, Financial Reporting, Financial Accounting, Internal Controls, QuickBooks, US GAAP, Assurance, Tax Returns, External Audit, Tax Research, Management, Finance, Financial Statements, Budgets
Education
Sonoma State University 2011 — 2012
Bachelor's degree, Accounting
Santa Rosa Junior College 2007 — 2010
Associate of Arts (A.A.), Business Administration
Nicole Allen Nicole Allen's Bank of Marin Experience April 2014 - Present
Job Branch Services Associate II at Bank of Marin
Industry Banking
Experience
Bank of Marin April 2014 - Present
Union Bank December 2012 - March 2014
Union Bank November 2010 - December 2012
JPMorgan Chase October 2008 - November 2010
Washington Mutual October 2006 - October 2008
Skills
Sales Management, Banking, Loans, Credit, Small Business Lending, Training, Credit Analysis, Consumer Lending, Business Development, Finance, Sales, Private Banking, Retail Banking, Building Relationships, Cold Calling, Notary Public, Networking, Customer Service, Compliance, Consulting, Product Knowledge, Community Outreach, Interviews, Financial Audits, Management, Residential Mortgages, Customer Retention, Customer Experience, Aquisition, Driving Growth, Territory..., Strategic Influence, Marketing, Partnerships, Financial Services, Mortgage Banking, Mortgage Lending, Relationship Management, Treasury Management, Cross Selling, Commercial Mortgages, Series 63, Refinance, Operations Management
Education
Santa Rosa Junior College
Associates Degree, Sociology
Bank of Marin April 2014 - Present
Union Bank December 2012 - March 2014
Union Bank November 2010 - December 2012
JPMorgan Chase October 2008 - November 2010
Washington Mutual October 2006 - October 2008
Skills
Sales Management, Banking, Loans, Credit, Small Business Lending, Training, Credit Analysis, Consumer Lending, Business Development, Finance, Sales, Private Banking, Retail Banking, Building Relationships, Cold Calling, Notary Public, Networking, Customer Service, Compliance, Consulting, Product Knowledge, Community Outreach, Interviews, Financial Audits, Management, Residential Mortgages, Customer Retention, Customer Experience, Aquisition, Driving Growth, Territory..., Strategic Influence, Marketing, Partnerships, Financial Services, Mortgage Banking, Mortgage Lending, Relationship Management, Treasury Management, Cross Selling, Commercial Mortgages, Series 63, Refinance, Operations Management
Education
Santa Rosa Junior College
Associates Degree, Sociology
Yasmin Barnes Yasmin Barnes's Bank of Marin Experience March 2013 - Present
Job Branch Services Associate at Bank of Marin
Industry Banking
Experience
Bank of Marin March 2013 - Present
Circle Bank April 2006 - March 2013
Bank of America January 2001 - March 2006
Skills
Excellent Customer..., Experienced in cash..., Organized, Team player, Fast learner, Meet Deadlines, Multitasking Skills, Legal Compliance, OFAC, Currency Transaction..., Monetary Instrument..., Suspicious Activity..., Regulation D Activity..., Bank Branch Management, Internal Audit, Anti Money Laundering, Customer Service, Banking, Branch Management, Due Diligence, Risk Management, Teamwork, Loans, Retail Banking, Finance, Credit
Education
San Francisco State University 2002 — 2006
Bachelor of Business Administration (BBA), Computer Information System
College of Marin 1999 — 2002
Associate of Liberal Arts and Science, Liberal Arts and Sciences/Liberal Studies
Internal Audit School
Bank of Marin March 2013 - Present
Circle Bank April 2006 - March 2013
Bank of America January 2001 - March 2006
Skills
Excellent Customer..., Experienced in cash..., Organized, Team player, Fast learner, Meet Deadlines, Multitasking Skills, Legal Compliance, OFAC, Currency Transaction..., Monetary Instrument..., Suspicious Activity..., Regulation D Activity..., Bank Branch Management, Internal Audit, Anti Money Laundering, Customer Service, Banking, Branch Management, Due Diligence, Risk Management, Teamwork, Loans, Retail Banking, Finance, Credit
Education
San Francisco State University 2002 — 2006
Bachelor of Business Administration (BBA), Computer Information System
College of Marin 1999 — 2002
Associate of Liberal Arts and Science, Liberal Arts and Sciences/Liberal Studies
Internal Audit School
Michael Kadel's Bank of Marin Experience April 2007 - July 2014
Job SVP/Business Center Manager California Bank & Trust
Industry Banking
Experience
San Francisco Chamber of Commerce June 2015 - Present
California Bank & Trust July 2014 - Present
Marin Economic Forum January 2012 - Present
Hospice By The Bay January 2006 - Present
San Rafael Chamber of Commerce January 2011 - July 2014
Bank of Marin April 2007 - July 2014
San Rafael Rotary October 2009 - November 2011
Wells Fargo Bank 1990 - 2000
Skills
Underwriting, Finance, Strategic Planning, Commercial Lending, Public Speaking, Non-profits, Organizational..., Portfolio Management, Real Estate, Marketing Strategy, Nonprofits, Coaching, Event Planning, Event Management, Contract Negotiation, Entrepreneurship, Sales Management, Business Development, Investments, Leadership, Team Building, Social Media, Fundraising, Commercial Banking, Banking, Community Outreach, Small Business, Small Business Lending, Budgets, Business Strategy, Start-ups, Executive Management, Mortgage Lending, Marketing, Leadership Development, Credit Analysis, New Business Development, Risk Management, Customer Service, Cash Management, Management, Loans, Credit, Auditing, Strategy, Public Relations, Business Planning, Financial Services, Financial Analysis, Program Management
Education
Pacific Coast Banking School 2011 — 2013
Master's degree, Executive Management
Kansas State University 1986 — 1990
B.S., Agricultural Economics
San Francisco Chamber of Commerce June 2015 - Present
California Bank & Trust July 2014 - Present
Marin Economic Forum January 2012 - Present
Hospice By The Bay January 2006 - Present
San Rafael Chamber of Commerce January 2011 - July 2014
Bank of Marin April 2007 - July 2014
San Rafael Rotary October 2009 - November 2011
Wells Fargo Bank 1990 - 2000
Skills
Underwriting, Finance, Strategic Planning, Commercial Lending, Public Speaking, Non-profits, Organizational..., Portfolio Management, Real Estate, Marketing Strategy, Nonprofits, Coaching, Event Planning, Event Management, Contract Negotiation, Entrepreneurship, Sales Management, Business Development, Investments, Leadership, Team Building, Social Media, Fundraising, Commercial Banking, Banking, Community Outreach, Small Business, Small Business Lending, Budgets, Business Strategy, Start-ups, Executive Management, Mortgage Lending, Marketing, Leadership Development, Credit Analysis, New Business Development, Risk Management, Customer Service, Cash Management, Management, Loans, Credit, Auditing, Strategy, Public Relations, Business Planning, Financial Services, Financial Analysis, Program Management
Education
Pacific Coast Banking School 2011 — 2013
Master's degree, Executive Management
Kansas State University 1986 — 1990
B.S., Agricultural Economics
Reni Rothschild Reni Rothschild's Bank of Marin Experience May 2008 - January 2011
Job Connecting/Serving community needs and interests with Educational and Public Accessible nonprofit organizations
Industry Education Management
Experience
Association of American University Wo July 2011 - Present
League of Women Voters June 2011 - Present
Marin Symphony March 2011 - Present
Free-Lance Internship Advisor - San Francisco Bay Area February 2011 - Present
Dominican University February 2011 - Present
Marin Literacy Tutor March 2010 - Present
YMCA 2002 - Present
Marin IJ May 2008 - January 2011
Bank of Marin May 2008 - January 2011
Skills
Connector, Job Design, Goal Development, Non-profits, Public Speaking, Research, Customer Service, Social Media, Training, Event Planning, Nonprofits, Connectors, Microsoft Office, Blogging, Strategic Planning, Editing, Volunteer Management, Newsletters, Fundraising, Event Management, Leadership, Grant Writing, Public Relations, Program Development, Community Development, Leadership Development, Social Networking
Education
Fromm Institute 2015 — 2022
Lifelong Learning, Humanities/Humanistic Studies, Post graduate
Golden Gate University 1977 — 1978
San Francisco State University 1970 — 1974
B A in Humanities, Humanities/Music/Classic Literature and Drama
Association of American University Wo July 2011 - Present
League of Women Voters June 2011 - Present
Marin Symphony March 2011 - Present
Free-Lance Internship Advisor - San Francisco Bay Area February 2011 - Present
Dominican University February 2011 - Present
Marin Literacy Tutor March 2010 - Present
YMCA 2002 - Present
Marin IJ May 2008 - January 2011
Bank of Marin May 2008 - January 2011
Skills
Connector, Job Design, Goal Development, Non-profits, Public Speaking, Research, Customer Service, Social Media, Training, Event Planning, Nonprofits, Connectors, Microsoft Office, Blogging, Strategic Planning, Editing, Volunteer Management, Newsletters, Fundraising, Event Management, Leadership, Grant Writing, Public Relations, Program Development, Community Development, Leadership Development, Social Networking
Education
Fromm Institute 2015 — 2022
Lifelong Learning, Humanities/Humanistic Studies, Post graduate
Golden Gate University 1977 — 1978
San Francisco State University 1970 — 1974
B A in Humanities, Humanities/Music/Classic Literature and Drama
Christyn (Herrick) Inciardi Christyn (Herrick) Inciardi's Bank of Marin Experience May 2010 - May 2011
Job Office Manager at Novato Lock
Industry Financial Services
Experience
Novato Lock July 2012 - Present
Bank of Marin May 2010 - May 2011
Greenpoint Mortgage, a subsidiary of Capital One April 2004 - March 2010
GreenPoint Mortgage, a subsidiary of Capital One August 2003 - April 2004
Bank of Marin 1996 - 2003
ACMS Marketing August 1992 - August 1995
Skills
Credit, Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages, Banking, Credit Analysis, Underwriting, Loan Origination, Commercial Banking, Risk Management, Credit Risk, Cash Management, Mortgage Underwriting, Customer Service, Payments, Financial Services, Fraud, Accounts Payable, Retail Banking, Finance, Spreadsheets, Access, Microsoft Excel, Lines Of Credit, Outlook, Financial Risk, Administrative..., Research, Bookkeeping, Compliance, Cashiering, Account Reconciliation, Office Administration, Analysis, Risk Assessment, Time & Attendance, Pay Close Attention to..., Branch Banking, Top Producer, Medical Assisting, Wound Care, Occupational Health, Blood Pressure, Autoclave, Medical Terminology, Appointment Scheduling, Supply Ordering
Education
Boston Reed College 2011 — 2012
Clinical Medical Assistant
Sonoma State University 2001 — 2003
American Multicultural Studies / Business
Santa Rosa Junior College 1996 — 2000
Associate of Arts
College of Marin 1996 — 1997
General Education
Novato High 1992 — 1995
Novato Lock July 2012 - Present
Bank of Marin May 2010 - May 2011
Greenpoint Mortgage, a subsidiary of Capital One April 2004 - March 2010
GreenPoint Mortgage, a subsidiary of Capital One August 2003 - April 2004
Bank of Marin 1996 - 2003
ACMS Marketing August 1992 - August 1995
Skills
Credit, Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages, Banking, Credit Analysis, Underwriting, Loan Origination, Commercial Banking, Risk Management, Credit Risk, Cash Management, Mortgage Underwriting, Customer Service, Payments, Financial Services, Fraud, Accounts Payable, Retail Banking, Finance, Spreadsheets, Access, Microsoft Excel, Lines Of Credit, Outlook, Financial Risk, Administrative..., Research, Bookkeeping, Compliance, Cashiering, Account Reconciliation, Office Administration, Analysis, Risk Assessment, Time & Attendance, Pay Close Attention to..., Branch Banking, Top Producer, Medical Assisting, Wound Care, Occupational Health, Blood Pressure, Autoclave, Medical Terminology, Appointment Scheduling, Supply Ordering
Education
Boston Reed College 2011 — 2012
Clinical Medical Assistant
Sonoma State University 2001 — 2003
American Multicultural Studies / Business
Santa Rosa Junior College 1996 — 2000
Associate of Arts
College of Marin 1996 — 1997
General Education
Novato High 1992 — 1995
Merry Kindred Merry Kindred's Bank of Marin Experience March 2010 - July 2014
Job Bank Consultant
Industry Commercial Real Estate
Experience
AuditOne, LLC August 2014 - Present
Bank of Marin March 2010 - July 2014
Redwood Trust January 2007 - December 2008
Capital Servicing 2003 - 2003
Union Bank of California 1995 - 2003
Citibank 1994 - 1995
Bank of America 1987 - 1995
Laventhol & Horwath 1985 - 1987
Education
Santa Clara University - Leavey School of Business 1982 — 1983
MBA, Finance
San Jose State University 1976 — 1980
BA, Economics
Uppsala University
AuditOne, LLC August 2014 - Present
Bank of Marin March 2010 - July 2014
Redwood Trust January 2007 - December 2008
Capital Servicing 2003 - 2003
Union Bank of California 1995 - 2003
Citibank 1994 - 1995
Bank of America 1987 - 1995
Laventhol & Horwath 1985 - 1987
Education
Santa Clara University - Leavey School of Business 1982 — 1983
MBA, Finance
San Jose State University 1976 — 1980
BA, Economics
Uppsala University
Kelly Wurche Kelly Wurche's Bank of Marin Experience November 2012 - Present
Job Consumer Loan Officer at Bank of Marin
Industry Banking
Experience
Bank of Marin November 2012 - Present
Bank of Marin October 2010 - January 2013
CITIBANK, Cottingtown November 2008 - October 2010
Fireside Bank September 2006 - March 2008
WASHINGTON MUTUAL BANK February 2006 - September 2006
WASHINGTON MUTUAL BANK April 2003 - February 2006
ULTIMATE STAFFING/ JEROME'S FURNITURE December 2001 - July 2003
NOAH'S PARK PRESCHOOL April 2001 - November 2001
KINDERCARE LEARNING CENTERS February 2001 - April 2001
CHILDRENS CENTER September 1999 - February 2001
Skills
Microsoft Excel, Banking, Consumer Lending, Credit, Customer Service, Data Entry, Finance, Credit Analysis, Loans, Retail Banking
Education
College of Marin
Sir Francis Drake High School- San Anselmo
Diploma
Bank of Marin November 2012 - Present
Bank of Marin October 2010 - January 2013
CITIBANK, Cottingtown November 2008 - October 2010
Fireside Bank September 2006 - March 2008
WASHINGTON MUTUAL BANK February 2006 - September 2006
WASHINGTON MUTUAL BANK April 2003 - February 2006
ULTIMATE STAFFING/ JEROME'S FURNITURE December 2001 - July 2003
NOAH'S PARK PRESCHOOL April 2001 - November 2001
KINDERCARE LEARNING CENTERS February 2001 - April 2001
CHILDRENS CENTER September 1999 - February 2001
Skills
Microsoft Excel, Banking, Consumer Lending, Credit, Customer Service, Data Entry, Finance, Credit Analysis, Loans, Retail Banking
Education
College of Marin
Sir Francis Drake High School- San Anselmo
Diploma
VITA HEWITT VITA HEWITT's Bank of Marin Experience 2007 - 2009
Job ARTIST/PHOTOGRAPHER
Industry Arts and Crafts
Experience
Hewitt Photography July 2000 - Present
Meridian Gallery September 2009 - August 2010
Bank of Marin 2007 - 2009
Education
San Francisco Art Institute 2005 — 2007
MFA, New Genres
Southern Oregon University 1998 — 2000
Communications, Art, Photojournalism, and Spanish Literature
Memphis College of Art
Hewitt Photography July 2000 - Present
Meridian Gallery September 2009 - August 2010
Bank of Marin 2007 - 2009
Education
San Francisco Art Institute 2005 — 2007
MFA, New Genres
Southern Oregon University 1998 — 2000
Communications, Art, Photojournalism, and Spanish Literature
Memphis College of Art
Jennifer Casper Jennifer Casper's Bank of Marin Experience September 2001 - February 2005
Job Product Manager at Passageways
Industry Banking
Experience
Passageways November 2010 - Present
SImplicity, Weddings by Design January 2000 - Present
Circle Bank November 2006 - October 2010
Circle Bank February 2005 - November 2006
Bank of Marin September 2001 - February 2005
Skills
Product Management, Strategic Planning, Team Building, Banking, Project Management, Sales, SaaS, Vendor Management, Business Development, Product Development, Risk Management, Product Marketing, Analytics, Competitive Analysis, Salesforce.com, Financial Analysis, Customer Service, Business Strategy, Marketing Strategy, Entrepreneurship, Sales Management
Education
San Diego State University-California State University 1994 — 1998
Marin Catholic 1990 — 1994
Passageways November 2010 - Present
SImplicity, Weddings by Design January 2000 - Present
Circle Bank November 2006 - October 2010
Circle Bank February 2005 - November 2006
Bank of Marin September 2001 - February 2005
Skills
Product Management, Strategic Planning, Team Building, Banking, Project Management, Sales, SaaS, Vendor Management, Business Development, Product Development, Risk Management, Product Marketing, Analytics, Competitive Analysis, Salesforce.com, Financial Analysis, Customer Service, Business Strategy, Marketing Strategy, Entrepreneurship, Sales Management
Education
San Diego State University-California State University 1994 — 1998
Marin Catholic 1990 — 1994
Stuart Lum Stuart Lum's Bank of Marin Experience May 1999 - Present
Job
Industry Banking
Experience
EdgewoodCare Inc. July 2011 - Present
Marin Academy 2004 - Present
Edgewood Pacific Inc. 2003 - Present
Bank of Marin May 1999 - Present
Skills
Strategic Planning, Organizational..., Fundraising, Public Speaking, Leadership Development, Non-profits, Marketing, Business Strategy, Leadership, Executive Management, Marketing Strategy, Start-ups, Business Development, Entrepreneurship, Deferred Compensation
Education
Stanford University Graduate School of Business 1975 — 1977
MBA
Stanford University School of Medicine 1975 — 1977
MS, Health Services Administration
Stanford University 1972 — 1974
AB, Economics
EdgewoodCare Inc. July 2011 - Present
Marin Academy 2004 - Present
Edgewood Pacific Inc. 2003 - Present
Bank of Marin May 1999 - Present
Skills
Strategic Planning, Organizational..., Fundraising, Public Speaking, Leadership Development, Non-profits, Marketing, Business Strategy, Leadership, Executive Management, Marketing Strategy, Start-ups, Business Development, Entrepreneurship, Deferred Compensation
Education
Stanford University Graduate School of Business 1975 — 1977
MBA
Stanford University School of Medicine 1975 — 1977
MS, Health Services Administration
Stanford University 1972 — 1974
AB, Economics
Dan Ancheta, MBA's Bank of Marin Experience April 2015 - Present
Job Commercial Banking Officer, Vice President at Bank of Marin
Industry Banking
Experience
Bank of Marin April 2015 - Present
Bank of Marin December 2010 - April 2015
Sonoma Bank May 2008 - December 2010
Sterling Savings Bank May 2008 - December 2010
Goonz Dogz June 2007 - December 2008
Washington Mutual May 2007 - May 2008
BJM Company January 2005 - May 2007
Skills
Branch Banking, Banking Relationships, Commercial Lending, Management, Strategic Planning, Cash Management, Entrepreneurship, Sales, Social Networking, Banking, Commercial Banking, Loans, Business Development, Small Business Lending, Consumer Lending, Financial Analysis, Project Management, Awesomeness, Strategic Analysis, Fundraising, Non-profits, Retail Banking, Internet Banking, Cash Flow Lending, Business Strategy, Business Planning, Coaching, Home Equity Loans, Account Management, Risk Management, Event Management, Nonprofits, Training, Finance, Leadership, Mortgage Lending, Contract Negotiation, Credit, Sales Management, Budgets, Lines Of Credit, Customer Service, New Business Development, Credit Analysis, Forecasting, Relationship Management, Portfolio Management, Commercial Mortgages, Loan Origination, Underwriting
Education
Sonoma State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Sonoma State University 2006 — 2007
BS, Business Administration - Management
Santa Rosa Junior College 2002 — 2005
AA, General Education
Bank of Marin April 2015 - Present
Bank of Marin December 2010 - April 2015
Sonoma Bank May 2008 - December 2010
Sterling Savings Bank May 2008 - December 2010
Goonz Dogz June 2007 - December 2008
Washington Mutual May 2007 - May 2008
BJM Company January 2005 - May 2007
Skills
Branch Banking, Banking Relationships, Commercial Lending, Management, Strategic Planning, Cash Management, Entrepreneurship, Sales, Social Networking, Banking, Commercial Banking, Loans, Business Development, Small Business Lending, Consumer Lending, Financial Analysis, Project Management, Awesomeness, Strategic Analysis, Fundraising, Non-profits, Retail Banking, Internet Banking, Cash Flow Lending, Business Strategy, Business Planning, Coaching, Home Equity Loans, Account Management, Risk Management, Event Management, Nonprofits, Training, Finance, Leadership, Mortgage Lending, Contract Negotiation, Credit, Sales Management, Budgets, Lines Of Credit, Customer Service, New Business Development, Credit Analysis, Forecasting, Relationship Management, Portfolio Management, Commercial Mortgages, Loan Origination, Underwriting
Education
Sonoma State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Sonoma State University 2006 — 2007
BS, Business Administration - Management
Santa Rosa Junior College 2002 — 2005
AA, General Education
Jim Burke Jim Burke's Bank of Marin Experience March 2013 - Present
Job Chief Information Officer at Bank of Marin
Industry Information Technology and Services
Experience
Bank of Marin March 2013 - Present
Visa March 2010 - March 2013
Gateway Bank February 2010 - March 2010
Irwin Financial Corporation 2006 - January 2009
Charles Schwab 2000 - 2006
Bank of America 1993 - 2000
Education
University of San Francisco 1972 — 1975
BA, Mathematics
San Francisco State University
BA, Mathematics (minor: Economics)
St Finn Barr
Bank of Marin March 2013 - Present
Visa March 2010 - March 2013
Gateway Bank February 2010 - March 2010
Irwin Financial Corporation 2006 - January 2009
Charles Schwab 2000 - 2006
Bank of America 1993 - 2000
Education
University of San Francisco 1972 — 1975
BA, Mathematics
San Francisco State University
BA, Mathematics (minor: Economics)
St Finn Barr
Anne Pennypacker's Bank of Marin Experience December 2010 - April 2011
Job Graphic Designer at Core Brands
Industry Design
Experience
Core Brands June 2013 - Present
Anne Pennypacker's RYPE Ideas April 2011 - Present
Pennypacker Photography December 2007 - Present
Verb Ventures October 2012 - June 2013
VerbVentures 2012 - 2013
Bank of Marin December 2010 - April 2011
Bothwell Marketing March 2010 - November 2010
Marin Symphony Association September 2008 - March 2010
Palace Press International May 2007 - December 2007
Kagin's, Inc. September 2006 - May 2007
Skills
Photography, Artwork, Abstraction, Dreamweaver, Microsoft Excel, Photoshop, Illustrator, Adobe Creative Suite, InDesign, Layout, Posters, Web Design, Graphics, Graphic Design, Logo Design, Adobe Acrobat, Newsletters
Education
University of California, Los Angeles 2000 — 2004
BA, Art History
Santa Rosa Junior College 2009 — 2012
Certificate, Graphic Design
College of Marin 2001 — 2008
Design, Fine Arts- Community Courses
California College of the Arts 2005 — 2006
Design
Core Brands June 2013 - Present
Anne Pennypacker's RYPE Ideas April 2011 - Present
Pennypacker Photography December 2007 - Present
Verb Ventures October 2012 - June 2013
VerbVentures 2012 - 2013
Bank of Marin December 2010 - April 2011
Bothwell Marketing March 2010 - November 2010
Marin Symphony Association September 2008 - March 2010
Palace Press International May 2007 - December 2007
Kagin's, Inc. September 2006 - May 2007
Skills
Photography, Artwork, Abstraction, Dreamweaver, Microsoft Excel, Photoshop, Illustrator, Adobe Creative Suite, InDesign, Layout, Posters, Web Design, Graphics, Graphic Design, Logo Design, Adobe Acrobat, Newsletters
Education
University of California, Los Angeles 2000 — 2004
BA, Art History
Santa Rosa Junior College 2009 — 2012
Certificate, Graphic Design
College of Marin 2001 — 2008
Design, Fine Arts- Community Courses
California College of the Arts 2005 — 2006
Design
John Sugg John Sugg's Bank of Marin Experience April 2011 - December 2013
Job Vice President at Bank of Marin
Industry Banking
Experience
Retired December 2013 - Present
Bank of Marin April 2011 - December 2013
Comerica Bank August 2002 - March 2011
Bank of America 1971 - 1986
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Banking, Middle Market, Small Business Lending, Financial Analysis, Credit Analysis, Lines Of Credit, Commercial Mortgages, Consumer Lending, Financial Modeling, Alternative Investments, Contract Negotiation, Mutual Funds
Education
Golden Gate University 1974 — 1976
MBA, finance
Menlo College 1969 — 1971
BS in Business, Business
Retired December 2013 - Present
Bank of Marin April 2011 - December 2013
Comerica Bank August 2002 - March 2011
Bank of America 1971 - 1986
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Banking, Middle Market, Small Business Lending, Financial Analysis, Credit Analysis, Lines Of Credit, Commercial Mortgages, Consumer Lending, Financial Modeling, Alternative Investments, Contract Negotiation, Mutual Funds
Education
Golden Gate University 1974 — 1976
MBA, finance
Menlo College 1969 — 1971
BS in Business, Business
Joseph Lemas Joseph Lemas's Bank of Marin Experience March 2014 - Present
Job Notary Public at Joseph Lemas, Notary Public
Industry Photography
Experience
Joseph Lemas, Notary Public September 2014 - Present
Bank of Marin March 2014 - Present
Jasper's Burger Blog May 2013 - Present
Joseph Lemas Photography January 2006 - Present
Bank of the West June 2013 - March 2014
Wells Fargo Bank October 2008 - June 2013
Three House Multimedia March 2006 - July 2009
HSI August 2006 - October 2008
The Lodge at Sonoma January 2006 - August 2006
Kaiser Permanente June 2003 - June 2006
Skills
Photography, Blogging, Customer Service, Photoshop, Sales, Image Editing, Art, Social Media Marketing, Microsoft Word, Social Media, Portraits, Time Management, Social Networking, Event Planning, Advertising, Public Relations, Banking, Microsoft Office, Merchandising, Editing, Event Management, Illustrator, Online Marketing, WordPress, Retail, Loan Origination, Coaching, Digital Photography, Microsoft Excel, Outlook, Public Speaking, Training, Team Building, Inventory Management, Retail Banking, Portrait Photography, Photojournalism, Fundraising, Weddings, Hospitality, Fine Art, Mortgage Lending, Digital Imaging, Loans, Credit, OS X, Credit Cards, Lines Of Credit, Home Equity Lines of...
Education
Academy of Art University 2005 — 2006
Photography
College of Marin 2004 — 2005
general education/transfer
Joseph Lemas, Notary Public September 2014 - Present
Bank of Marin March 2014 - Present
Jasper's Burger Blog May 2013 - Present
Joseph Lemas Photography January 2006 - Present
Bank of the West June 2013 - March 2014
Wells Fargo Bank October 2008 - June 2013
Three House Multimedia March 2006 - July 2009
HSI August 2006 - October 2008
The Lodge at Sonoma January 2006 - August 2006
Kaiser Permanente June 2003 - June 2006
Skills
Photography, Blogging, Customer Service, Photoshop, Sales, Image Editing, Art, Social Media Marketing, Microsoft Word, Social Media, Portraits, Time Management, Social Networking, Event Planning, Advertising, Public Relations, Banking, Microsoft Office, Merchandising, Editing, Event Management, Illustrator, Online Marketing, WordPress, Retail, Loan Origination, Coaching, Digital Photography, Microsoft Excel, Outlook, Public Speaking, Training, Team Building, Inventory Management, Retail Banking, Portrait Photography, Photojournalism, Fundraising, Weddings, Hospitality, Fine Art, Mortgage Lending, Digital Imaging, Loans, Credit, OS X, Credit Cards, Lines Of Credit, Home Equity Lines of...
Education
Academy of Art University 2005 — 2006
Photography
College of Marin 2004 — 2005
general education/transfer
Veronica King Veronica King's Bank of Marin Experience January 2013 - Present
Job Vice President, Market Manager at Bank of Marin
Industry Banking
Experience
Bank of Marin January 2013 - Present
Sonoma Bank 2010 - January 2013
Boys & Girls Club of Sonoma Valley 2010 - 2013
Sonoma Valley Bank 2003 - 2010
The Lodge at Sonoma, A Renaissance Hotel 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Financial Analysis, Banking, Underwriting, Credit, Community Participation, Lines Of Credit, Loans, Commercial Banking, Small Business Lending, Cash Management, Customer Service, Credit Analysis, Accounts Receivable, Branch Management, Accounting, Community Outreach, Business Analysis, Relationship Management
Education
Hiperion
Santa Rosa Junior College
AA, Busines Management
Sonoma Valley High School
University of Phoenix
BA, Business Management
Bank of Marin January 2013 - Present
Sonoma Bank 2010 - January 2013
Boys & Girls Club of Sonoma Valley 2010 - 2013
Sonoma Valley Bank 2003 - 2010
The Lodge at Sonoma, A Renaissance Hotel 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Financial Analysis, Banking, Underwriting, Credit, Community Participation, Lines Of Credit, Loans, Commercial Banking, Small Business Lending, Cash Management, Customer Service, Credit Analysis, Accounts Receivable, Branch Management, Accounting, Community Outreach, Business Analysis, Relationship Management
Education
Hiperion
Santa Rosa Junior College
AA, Busines Management
Sonoma Valley High School
University of Phoenix
BA, Business Management
Elizabeth Kulavic Elizabeth Kulavic's Bank of Marin Experience February 2014 - Present
Job Vice President at Bank of Marin
Industry Banking
Experience
Bank of Marin February 2014 - Present
Bank of Marin November 2008 - February 2014
Union Bank May 1985 - October 2008
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Consumer Lending, Cash Management, Financial Analysis, Real Estate, Private Banking, Credit Analysis, Commercial Mortgages, Underwriting, Retail Banking
Education
San Francisco State University, College of Business 1981 — 1984
BS, International Finance
Bank of Marin February 2014 - Present
Bank of Marin November 2008 - February 2014
Union Bank May 1985 - October 2008
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Consumer Lending, Cash Management, Financial Analysis, Real Estate, Private Banking, Credit Analysis, Commercial Mortgages, Underwriting, Retail Banking
Education
San Francisco State University, College of Business 1981 — 1984
BS, International Finance
Renee Rymer Renee Rymer's Bank of Marin Experience 2004 - Present
Job Member Board of Directors at Marin Symphony Association
Industry Banking
Experience
Bank of Marin 2004 - Present
Marin Symphony Association 1995 - Present
Marin Symphony Association 1994 - Present
Central Marin Rotary 1996 - 2014
ACSO 1998 - 2013
Bank of America July 1982 - August 2004
Bank of America 1997 - 2004
Skills
Commercial Banking, Loans, Commercial Mortgages, Credit, Real Estate, Risk Management, Credit Analysis, Portfolio Management, Strategic Planning, Business Development, Sales Management, Small Business Lending, Cash Management, Budgets, Marketing, Negotiation, Underwriting, Leadership, Training, Small Business, Consumer Lending, Lines Of Credit, Finance, Retail Banking, Mutual Funds, Loan Origination, Relationship Management, Mortgage Banking, Executive Management, Investments, Financial Services, Strategy, Mortgage Lending, Refinance, Real Estate Economics, Financial Advisory, Asset Management, Branch Banking, Non-profit Leadership, FHA, Referrals, Non-profit Volunteer, Insurance
Education
San Francisco State University 1979 — 1982
MBA, Finance
University of California, Berkeley 1965 — 1968
Master's of Arts, German
Bank of Marin 2004 - Present
Marin Symphony Association 1995 - Present
Marin Symphony Association 1994 - Present
Central Marin Rotary 1996 - 2014
ACSO 1998 - 2013
Bank of America July 1982 - August 2004
Bank of America 1997 - 2004
Skills
Commercial Banking, Loans, Commercial Mortgages, Credit, Real Estate, Risk Management, Credit Analysis, Portfolio Management, Strategic Planning, Business Development, Sales Management, Small Business Lending, Cash Management, Budgets, Marketing, Negotiation, Underwriting, Leadership, Training, Small Business, Consumer Lending, Lines Of Credit, Finance, Retail Banking, Mutual Funds, Loan Origination, Relationship Management, Mortgage Banking, Executive Management, Investments, Financial Services, Strategy, Mortgage Lending, Refinance, Real Estate Economics, Financial Advisory, Asset Management, Branch Banking, Non-profit Leadership, FHA, Referrals, Non-profit Volunteer, Insurance
Education
San Francisco State University 1979 — 1982
MBA, Finance
University of California, Berkeley 1965 — 1968
Master's of Arts, German
Stephanie Kelsey Stephanie Kelsey's Bank of Marin Experience June 2010 - December 2012
Job Clinician
Industry Education Management
Experience
Lindamood-Bell Learning Processes June 2015 - Present
Bank of America January 2013 - May 2015
Bank of Marin June 2010 - December 2012
Citigroup July 2009 - June 2010
Bank of America January 2004 - August 2009
Skills
Marketing Strategy, Loans, Small Business Lending, Credit Analysis, Banking, Retail Banking, Credit, Commercial Lending, Finance, Mortgage Lending, Commercial Banking
Education
University of California, Santa Barbara 1997 — 2001
BA, Double Major: Psychology and Communications
Lindamood-Bell Learning Processes June 2015 - Present
Bank of America January 2013 - May 2015
Bank of Marin June 2010 - December 2012
Citigroup July 2009 - June 2010
Bank of America January 2004 - August 2009
Skills
Marketing Strategy, Loans, Small Business Lending, Credit Analysis, Banking, Retail Banking, Credit, Commercial Lending, Finance, Mortgage Lending, Commercial Banking
Education
University of California, Santa Barbara 1997 — 2001
BA, Double Major: Psychology and Communications
Michaela Rodeno Michaela Rodeno's Bank of Marin Experience June 2012 - Present
Job Corporate Director, retired CEO, Vintner, Author
Industry Consumer Goods
Experience
Bank of Marin June 2012 - Present
Visit Napa Valley March 2010 - Present
Villa Ragazzi 1989 - Present
Round Pond Estate May 2012 - Present
Wine Market Council 1996 - Present
Silicon Valley Bank Financial Group April 2001 - April 2011
St. Supery Winery April 1994 - December 2010
St. Supery Winery 1988 - 2009
Domaine Chandon May 1973 - October 1988
Skills
Start-ups, Entrepreneurship, Strategy, Management, Marketing, P&L Management, Change Management, Wine, Succession planning, Consumer products, Corporate director, Market Research, Public Speaking, International Marketing, Team Building, E-commerce, Negotiation, Venture Capital, Business Planning, Product Development, Strategic Partnerships, Online Marketing, Direct Marketing, Brand Development, Team Leadership, Executive Management, Agriculture, Compensation, Wine Tasting, Union Negotiations, Coaching, Writing, Mentoring, Forecasting, Promotions, Business Innovation, Marketing Strategy, Wine & Spirits Industry, Book Writing, Product Marketing, Start-up
Education
University of California, Berkeley, Haas School of Business 1977 — 1980
MBA, Business Administration
University of California, Davis 1968 — 1970
M.A., French Literature
University of California, Davis 1964 — 1968
B.A., French
Bank of Marin June 2012 - Present
Visit Napa Valley March 2010 - Present
Villa Ragazzi 1989 - Present
Round Pond Estate May 2012 - Present
Wine Market Council 1996 - Present
Silicon Valley Bank Financial Group April 2001 - April 2011
St. Supery Winery April 1994 - December 2010
St. Supery Winery 1988 - 2009
Domaine Chandon May 1973 - October 1988
Skills
Start-ups, Entrepreneurship, Strategy, Management, Marketing, P&L Management, Change Management, Wine, Succession planning, Consumer products, Corporate director, Market Research, Public Speaking, International Marketing, Team Building, E-commerce, Negotiation, Venture Capital, Business Planning, Product Development, Strategic Partnerships, Online Marketing, Direct Marketing, Brand Development, Team Leadership, Executive Management, Agriculture, Compensation, Wine Tasting, Union Negotiations, Coaching, Writing, Mentoring, Forecasting, Promotions, Business Innovation, Marketing Strategy, Wine & Spirits Industry, Book Writing, Product Marketing, Start-up
Education
University of California, Berkeley, Haas School of Business 1977 — 1980
MBA, Business Administration
University of California, Davis 1968 — 1970
M.A., French Literature
University of California, Davis 1964 — 1968
B.A., French
Carol York Carol York's Bank of Marin Experience June 2005 - Present
Job Regional Vice President
Industry Banking
Experience
Bank of Marin June 2005 - Present
Bank of America 1976 - 2005
Security Pacific Bank June 1976 - February 1992
Skills
Finance, Banking, Loans, Management, Commercial Lending, Business Development, Leadership, Fierce Conversations, Relational Databases, Team Building, Business Strategy, Strategic Planning, Recruiting, Small Business, Marketing, Small Business Lending, Budgets, Training, Risk Management, Real Estate, Commercial Banking, Commercial Mortgages, Credit
Education
San Diego State University-California State University 1972 — 1975
BS, Chemistry
Bank of Marin June 2005 - Present
Bank of America 1976 - 2005
Security Pacific Bank June 1976 - February 1992
Skills
Finance, Banking, Loans, Management, Commercial Lending, Business Development, Leadership, Fierce Conversations, Relational Databases, Team Building, Business Strategy, Strategic Planning, Recruiting, Small Business, Marketing, Small Business Lending, Budgets, Training, Risk Management, Real Estate, Commercial Banking, Commercial Mortgages, Credit
Education
San Diego State University-California State University 1972 — 1975
BS, Chemistry
Cati Young Cati Young's Bank of Marin Experience July 2013 - Present
Job VP/Senior Project Manager at Bank of Marin
Industry Financial Services
Experience
Bank of Marin July 2013 - Present
Genworth Financial January 2010 - June 2013
Genworth Financial October 2009 - January 2010
Georgia-Pacific 2005 - 2008
Genworth Financial December 1999 - October 2005
General Electric 1999 - 2005
GE Financial 1999 - 2005
Phoenix Leasing 1983 - 1999
Skills
Software Project..., Building Relationships, Internal Communications, Stakeholder Liaison, Cross-functional Team..., Delivering Results, Project Execution, Project Management, Six Sigma, Team Building, Program Management, Insurance, Change Management, Leadership, Business Development, Budgets, Vendor Management
Education
University of Phoenix 1997 — 1999
BS, Business Management
California State University-Hayward
University of California, Santa Barbara
Bank of Marin July 2013 - Present
Genworth Financial January 2010 - June 2013
Genworth Financial October 2009 - January 2010
Georgia-Pacific 2005 - 2008
Genworth Financial December 1999 - October 2005
General Electric 1999 - 2005
GE Financial 1999 - 2005
Phoenix Leasing 1983 - 1999
Skills
Software Project..., Building Relationships, Internal Communications, Stakeholder Liaison, Cross-functional Team..., Delivering Results, Project Execution, Project Management, Six Sigma, Team Building, Program Management, Insurance, Change Management, Leadership, Business Development, Budgets, Vendor Management
Education
University of Phoenix 1997 — 1999
BS, Business Management
California State University-Hayward
University of California, Santa Barbara
Michael Attaway's Bank of Marin Experience March 2013 - April 2014
Job Assistant Client Manager at Vine Solutions
Industry Financial Services
Experience
Vine Solutions April 2015 - Present
Comet Club August 2011 - Present
Wells Fargo April 2014 - April 2015
Bank of Marin March 2013 - April 2014
Shaw Security Management 2011 - 2012
Skills
Finance, Wealth Management, Banking, Notary Public, Management, Customer Service, Security Operations, Security Management, Personal Security, Crime Prevention
Education
University of Arizona, Eller College of Management 2005 — 2010
Bachelor of Science (BS), Criminal Justice
Vine Solutions April 2015 - Present
Comet Club August 2011 - Present
Wells Fargo April 2014 - April 2015
Bank of Marin March 2013 - April 2014
Shaw Security Management 2011 - 2012
Skills
Finance, Wealth Management, Banking, Notary Public, Management, Customer Service, Security Operations, Security Management, Personal Security, Crime Prevention
Education
University of Arizona, Eller College of Management 2005 — 2010
Bachelor of Science (BS), Criminal Justice
Sarah (Skye) Richards Sarah (Skye) Richards's Bank of Marin Experience 2003 - 2004
Job Host and Food Runner at Absinthe Brasserie & Bar
Industry Food & Beverages
Experience
Absinthe Brasserie & Bar September 2015 - Present
Neiman Marcus April 2015 - August 2015
Lyft 2014 - August 2015
Sears Fine Foods June 2014 - October 2014
Nordstrom January 2008 - June 2014
De La Montanya Winery April 2007 - September 2009
Massimos Coffee House March 2005 - August 2007
REI 2005 - 2007
Nordstrom 2004 - 2005
Bank of Marin 2003 - 2004
Skills
Microsoft Excel, Leadership, Project Management, PowerPoint, Public Speaking, Research, Strategic Planning, Data Entry, Microsoft Office, Inventory Management, Microsoft Word, Sales, Teamwork, Customer Service, Time Management
Education
Santa Rosa Junior College 2009 — 2014
General Ed and Biology
College of Marin 2005 — 2009
Criminal Justice/Safety Studies
Absinthe Brasserie & Bar September 2015 - Present
Neiman Marcus April 2015 - August 2015
Lyft 2014 - August 2015
Sears Fine Foods June 2014 - October 2014
Nordstrom January 2008 - June 2014
De La Montanya Winery April 2007 - September 2009
Massimos Coffee House March 2005 - August 2007
REI 2005 - 2007
Nordstrom 2004 - 2005
Bank of Marin 2003 - 2004
Skills
Microsoft Excel, Leadership, Project Management, PowerPoint, Public Speaking, Research, Strategic Planning, Data Entry, Microsoft Office, Inventory Management, Microsoft Word, Sales, Teamwork, Customer Service, Time Management
Education
Santa Rosa Junior College 2009 — 2014
General Ed and Biology
College of Marin 2005 — 2009
Criminal Justice/Safety Studies
Carlos Mora Lobo Carlos Mora Lobo's Bank of Marin Experience July 2015 - Present
Job Financial Analyst, Bank of Marin
Industry Banking
Experience
Bank of Marin July 2015 - Present
Porsche Chile January 2012 - September 2014
Cementos Bío Bío SA June 2011 - January 2012
Cementos Bio Bio SA October 2009 - May 2011
Cementos Bio Bio SA December 2007 - September 2009
Skills
Financial Analysis, Business Intelligence, Cash Management, SAP, Forecasting, Negotiation, Finance, Business Strategy, Treasury, SAP R/3, Microsoft Excel, Microsoft Office, Corporate Finance, Team Leadership, Spanish, PowerPoint, English, FX Hedging, Interest Rate Hedging, Hedge Accounting, Financial Risk, Credit Risk, Risk Management, Cognos, Budgeting, Budget Management, Financial Reporting, Reporting & Analysis, SAP ERP, Cash Flow
Education
Pontificia Universidad Católica de Chile 2001 — 2007
Engineer's degree, Industrial Engineering
Universidad de Chile 2011 — 2011
Certificate Program, Corporate Finance
Bank of Marin July 2015 - Present
Porsche Chile January 2012 - September 2014
Cementos Bío Bío SA June 2011 - January 2012
Cementos Bio Bio SA October 2009 - May 2011
Cementos Bio Bio SA December 2007 - September 2009
Skills
Financial Analysis, Business Intelligence, Cash Management, SAP, Forecasting, Negotiation, Finance, Business Strategy, Treasury, SAP R/3, Microsoft Excel, Microsoft Office, Corporate Finance, Team Leadership, Spanish, PowerPoint, English, FX Hedging, Interest Rate Hedging, Hedge Accounting, Financial Risk, Credit Risk, Risk Management, Cognos, Budgeting, Budget Management, Financial Reporting, Reporting & Analysis, SAP ERP, Cash Flow
Education
Pontificia Universidad Católica de Chile 2001 — 2007
Engineer's degree, Industrial Engineering
Universidad de Chile 2011 — 2011
Certificate Program, Corporate Finance
Chris Rosell Chris Rosell's Bank of Marin Experience September 2009 - September 2012
Job Retired Banker
Industry Banking
Experience
Bank of Marin September 2009 - September 2012
Sonoma National Bank 1996 - 2009
Skills
Small Business Lending
Education
Regis University
BS, Business Administration; Economics
University of Colorado at Boulder
Finance and Skiing
Bank of Marin September 2009 - September 2012
Sonoma National Bank 1996 - 2009
Skills
Small Business Lending
Education
Regis University
BS, Business Administration; Economics
University of Colorado at Boulder
Finance and Skiing
Fabia Butler's Bank of Marin Experience October 2013 - Present
Job VP, Community & Public Relations Manager at Bank of Marin
Industry Financial Services
Experience
Bank of Marin October 2013 - Present
Bank of Marin 2000 - 2013
Geoffrey Butler Architecture 1997 - 1998
2M&G 1992 - 1996
Gardner Communications 1990 - 1992
McCann Erickson 1983 - 1988
Skills
Fundraising, Retail Banking, Newsletters, Research, Public Speaking, Management, Marketing Communications, Marketing Strategy, Advertising Management, Corporate Communications, Community Outreach, Non-profits, Corporate Identity, Corporate Branding, Brand Awareness, Brand Loyalty, Product Marketing, Strategic Communications, Direct Marketing, Public Relations
Education
Golden Gate University
Courses in MBA Program
Hollins University
Bachelor of Arts (B.A.), American Studies
Bank of Marin October 2013 - Present
Bank of Marin 2000 - 2013
Geoffrey Butler Architecture 1997 - 1998
2M&G 1992 - 1996
Gardner Communications 1990 - 1992
McCann Erickson 1983 - 1988
Skills
Fundraising, Retail Banking, Newsletters, Research, Public Speaking, Management, Marketing Communications, Marketing Strategy, Advertising Management, Corporate Communications, Community Outreach, Non-profits, Corporate Identity, Corporate Branding, Brand Awareness, Brand Loyalty, Product Marketing, Strategic Communications, Direct Marketing, Public Relations
Education
Golden Gate University
Courses in MBA Program
Hollins University
Bachelor of Arts (B.A.), American Studies
Madison Munson Madison Munson's Bank of Marin Experience September 2015 - Present
Job Teller at Bank of Marin
Industry Marketing and Advertising
Experience
Bank of Marin September 2015 - Present
JEPs Catering + Chef’s Touch Catering September 2011 - Present
Spangle Shout - Networking App September 2014 - May 2015
Skills
Marketing, Creative Writing, PowerPoint, Facebook, Social Media, Time Management, Photoshop, Teamwork, Sales, Catering, Microsoft Word, Customer Service, Leadership, Social Networking, Microsoft Excel, Microsoft Office, Public Speaking, iWork, SPSS, Multi Tasking, Managerial Skills
Education
Dominican University of California 2011 — 2015
Bachelor’s Degree, Business Administration, Concentration: Marketing Minor: Creative Writing
Bank of Marin September 2015 - Present
JEPs Catering + Chef’s Touch Catering September 2011 - Present
Spangle Shout - Networking App September 2014 - May 2015
Skills
Marketing, Creative Writing, PowerPoint, Facebook, Social Media, Time Management, Photoshop, Teamwork, Sales, Catering, Microsoft Word, Customer Service, Leadership, Social Networking, Microsoft Excel, Microsoft Office, Public Speaking, iWork, SPSS, Multi Tasking, Managerial Skills
Education
Dominican University of California 2011 — 2015
Bachelor’s Degree, Business Administration, Concentration: Marketing Minor: Creative Writing
Esmeralda Barrios's Bank of Marin Experience August 2002 - July 2007
Job interpreter at UMC Health System
Industry Hospital & Health Care
Experience
Language Access Network December 2014 - Present
University Medical Center of Southern Nevada February 2007 - Present
Bank of Marin August 2002 - July 2007
HSBC March 1995 - July 2002
Skills
Customer Service, Editing, English, Interpreting, Management, Marketing, Nonprofits, Proofreading, Public Speaking, Research, Spanish, Team Building, Foreign Languages, Training, Translation
Education
College of Southern Nevada 2006 — 2009
Certified, Medical Interpreter
El Divino Salvador 1981 — 1984
Bachelor of Applied Science (B.A.Sc.), City/Urban, Community and Regional Planning
School of interpretation of Southern California
Language Access Network December 2014 - Present
University Medical Center of Southern Nevada February 2007 - Present
Bank of Marin August 2002 - July 2007
HSBC March 1995 - July 2002
Skills
Customer Service, Editing, English, Interpreting, Management, Marketing, Nonprofits, Proofreading, Public Speaking, Research, Spanish, Team Building, Foreign Languages, Training, Translation
Education
College of Southern Nevada 2006 — 2009
Certified, Medical Interpreter
El Divino Salvador 1981 — 1984
Bachelor of Applied Science (B.A.Sc.), City/Urban, Community and Regional Planning
School of interpretation of Southern California
(Barbara) Bobbie Collins (Barbara) Bobbie Collins's Bank of Marin Experience January 2015 - Present
Job Compliance Manager at Bank of Marin
Industry Banking
Experience
Bank of Marin January 2015 - Present
Wells Fargo Bank September 2013 - January 2015
Wells Fargo Bank January 2010 - September 2013
Union Bank January 2008 - January 2010
Business Risk Solutions Inc. 2005 - 2007
Wells Fargo Bank 1998 - 2005
FDIC 1996 - 1997
Resolution Trust Corporation 1989 - 1995
Skills
Risk Management, Financial Risk, Banking, Operational Risk..., Operational Risk, Financial Services, Bank Secrecy Act, Securities, Anti Money Laundering, Risk Assessment, Risk Analysis, Internal Controls, OFAC, KYC, Compliance, Bank Compliance, Policy Analysis, Financial Regulation, Finance, Strategic Consulting
Education
Penn State University 1973 — 1976
Bachelor's Degree, Criminal Justice
George Mason University
Business
Bank of Marin January 2015 - Present
Wells Fargo Bank September 2013 - January 2015
Wells Fargo Bank January 2010 - September 2013
Union Bank January 2008 - January 2010
Business Risk Solutions Inc. 2005 - 2007
Wells Fargo Bank 1998 - 2005
FDIC 1996 - 1997
Resolution Trust Corporation 1989 - 1995
Skills
Risk Management, Financial Risk, Banking, Operational Risk..., Operational Risk, Financial Services, Bank Secrecy Act, Securities, Anti Money Laundering, Risk Assessment, Risk Analysis, Internal Controls, OFAC, KYC, Compliance, Bank Compliance, Policy Analysis, Financial Regulation, Finance, Strategic Consulting
Education
Penn State University 1973 — 1976
Bachelor's Degree, Criminal Justice
George Mason University
Business
Jack Patterson's Bank of Marin Experience May 2011 - August 2012
Job Regional Account Executive at Vendini
Industry Entertainment
Experience
Vendini March 2015 - Present
STQRY August 2013 - March 2015
Bank of Marin May 2011 - August 2012
Trader Joe's January 2010 - May 2011
Cal Java Coffee Roasters May 2008 - January 2010
Skills
Sales, Customer Service, Management, Marketing, Microsoft Excel, Microsoft Office, Banking, Social Media, Social Networking, PowerPoint, Microsoft Word, Outlook, New Business Development, Sales Presentations, Salesforce.com, Event Planning, Leadership, Proposal Writing, Case Studies, Expectations Management, World History, Historic Preservation, Historical Research, Historiography, American History, Cold Calling, Business Strategy, Copywriting, WordPress, Mobile Content..., Blogging, Press Releases, Facebook, Social Media Marketing
Education
CSU Chico 2004 — 2009
Bachelor of Arts (BA), History
Vendini March 2015 - Present
STQRY August 2013 - March 2015
Bank of Marin May 2011 - August 2012
Trader Joe's January 2010 - May 2011
Cal Java Coffee Roasters May 2008 - January 2010
Skills
Sales, Customer Service, Management, Marketing, Microsoft Excel, Microsoft Office, Banking, Social Media, Social Networking, PowerPoint, Microsoft Word, Outlook, New Business Development, Sales Presentations, Salesforce.com, Event Planning, Leadership, Proposal Writing, Case Studies, Expectations Management, World History, Historic Preservation, Historical Research, Historiography, American History, Cold Calling, Business Strategy, Copywriting, WordPress, Mobile Content..., Blogging, Press Releases, Facebook, Social Media Marketing
Education
CSU Chico 2004 — 2009
Bachelor of Arts (BA), History
Jeffrey Schmieder Jeffrey Schmieder's Bank of Marin Experience August 2015 - Present
Job Customer Service Representative at Bank of Marin
Industry Marketing and Advertising
Experience
Bank of Marin August 2015 - Present
Enterprise Rent-A-Car March 2015 - August 2015
Red Boy Pizza March 2010 - March 2015
Sears, Roebuck and Co. January 2006 - March 2010
Skills
Customer Service, Time Management, Advertising, Online Marketing, Marketing, Commitment to Quality, Microsoft Office, Management, Team Management, Social Marketing, Team Leadership, Social Media, Sales, PowerPoint, Social Media Marketing, Investments, Organization Skills
Education
San Francisco State University 2012 — 2014
Bachelor's Degree, Marketing
Santa Rosa Junior College 2007 — 2011
Associate of Arts (AA), Business Administration and Management, General
Bank of Marin August 2015 - Present
Enterprise Rent-A-Car March 2015 - August 2015
Red Boy Pizza March 2010 - March 2015
Sears, Roebuck and Co. January 2006 - March 2010
Skills
Customer Service, Time Management, Advertising, Online Marketing, Marketing, Commitment to Quality, Microsoft Office, Management, Team Management, Social Marketing, Team Leadership, Social Media, Sales, PowerPoint, Social Media Marketing, Investments, Organization Skills
Education
San Francisco State University 2012 — 2014
Bachelor's Degree, Marketing
Santa Rosa Junior College 2007 — 2011
Associate of Arts (AA), Business Administration and Management, General
Molly (Meherin) Foley's Bank of Marin Experience November 2013 - Present
Job Community and Public Relations Associate, Bank of Marin
Industry Banking
Experience
Bank of Marin November 2013 - Present
Marin Conservation League February 2012 - November 2013
Foundation for Integrative Oncology September 2008 - March 2012
Charles Schwab August 1996 - November 2003
Bank of America February 1993 - February 1996
Sematool Mold & Die Company June 1991 - January 1993
Great America March 1989 - June 1991
Skills
Event Planning, Special Events, Organizing, Financial Reporting, Microsoft Office, Excel, Access, PowerPoint, Word, Non-profits, Fundraising, Accounting, Administrative..., Auditing, Office Management, Microsoft Excel, QuickBooks, Nonprofits, Event Management, Leadership, Microsoft Word, Donor Perfect, Administration, Management, Payroll, Budgets, Finance, Customer Service
Education
San Francisco State University 1996 — 1996
Certificate, Event Planning
Santa Clara University 1991 — 1992
B.S., Economics
University of California, Davis 1988 — 1990
Economics
Bank of Marin November 2013 - Present
Marin Conservation League February 2012 - November 2013
Foundation for Integrative Oncology September 2008 - March 2012
Charles Schwab August 1996 - November 2003
Bank of America February 1993 - February 1996
Sematool Mold & Die Company June 1991 - January 1993
Great America March 1989 - June 1991
Skills
Event Planning, Special Events, Organizing, Financial Reporting, Microsoft Office, Excel, Access, PowerPoint, Word, Non-profits, Fundraising, Accounting, Administrative..., Auditing, Office Management, Microsoft Excel, QuickBooks, Nonprofits, Event Management, Leadership, Microsoft Word, Donor Perfect, Administration, Management, Payroll, Budgets, Finance, Customer Service
Education
San Francisco State University 1996 — 1996
Certificate, Event Planning
Santa Clara University 1991 — 1992
B.S., Economics
University of California, Davis 1988 — 1990
Economics
Michael Yongue Michael Yongue's Bank of Marin Experience May 2013 - Present
Job Senior Trust Officer & VP at Bank of Marin
Industry Financial Services
Experience
Bank of Marin May 2013 - Present
Chambers Wald, LLP August 2010 - May 2013
Richmond and Richmond Law Offices August 2007 - August 2010
Skills
Estate Planning, Notary Public, Tax Law, Fiduciary Services, Trust, Trust Management, Charitable Trusts, Unit Trusts, Conservatorships, Will drafting, Business, Litigation, Wills, Investments, Due Diligence, Westlaw, Legal Writing, Trusts, Real Estate, Civil Litigation, Legal Research, Management, Microsoft Office, Corporate Law, Wealth Management
Education
California Western School of Law 2004 — 2007
Doctor of Law (JD)
San Diego State University-California State University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
St. Ignatius College Prep 1996 — 2000
Bank of Marin May 2013 - Present
Chambers Wald, LLP August 2010 - May 2013
Richmond and Richmond Law Offices August 2007 - August 2010
Skills
Estate Planning, Notary Public, Tax Law, Fiduciary Services, Trust, Trust Management, Charitable Trusts, Unit Trusts, Conservatorships, Will drafting, Business, Litigation, Wills, Investments, Due Diligence, Westlaw, Legal Writing, Trusts, Real Estate, Civil Litigation, Legal Research, Management, Microsoft Office, Corporate Law, Wealth Management
Education
California Western School of Law 2004 — 2007
Doctor of Law (JD)
San Diego State University-California State University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
St. Ignatius College Prep 1996 — 2000
Nancy Chapin Nancy Chapin's Bank of Marin Experience 2007 - 2011
Job Over 10 years experience in the wealth management business
Industry Investment Management
Experience
Barbara Chown, MBA, CFP October 2011 - Present
Bank of Marin 2007 - 2011
Bank of Marin 2002 - 2007
Harris Bretall Sullivan and Smith 2001 - 2001
Education
University of California, Davis 1998 — 2000
BA, Economics
Barbara Chown, MBA, CFP October 2011 - Present
Bank of Marin 2007 - 2011
Bank of Marin 2002 - 2007
Harris Bretall Sullivan and Smith 2001 - 2001
Education
University of California, Davis 1998 — 2000
BA, Economics
Glen Stanley Glen Stanley's Bank of Marin Experience July 2013 - Present
Job Commercial Banking
Industry Banking
Experience
Bank of Marin July 2013 - Present
Bank of Marin July 2013 - August 2015
Citibank April 1996 - June 2013
First Interstate Bank of California 1979 - 1996
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Banking, Loans, Small Business Lending, Consumer Lending, Management, Sales, Portfolio Management, Relationship Management, Mortgage Lending, Retail Banking, Lines Of Credit, Treasury Management, Cross Selling, Loan Origination, Branch Banking, Cash Management, Commercial Mortgages, Underwriting, Mortgage Banking, Credit Risk, Financial Services
Education
University of San Francisco 2002 — 2003
MBA
California State University-Chico 1974 — 1978
BS, Business Administration
Bank of Marin July 2013 - Present
Bank of Marin July 2013 - August 2015
Citibank April 1996 - June 2013
First Interstate Bank of California 1979 - 1996
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Banking, Loans, Small Business Lending, Consumer Lending, Management, Sales, Portfolio Management, Relationship Management, Mortgage Lending, Retail Banking, Lines Of Credit, Treasury Management, Cross Selling, Loan Origination, Branch Banking, Cash Management, Commercial Mortgages, Underwriting, Mortgage Banking, Credit Risk, Financial Services
Education
University of San Francisco 2002 — 2003
MBA
California State University-Chico 1974 — 1978
BS, Business Administration
Josh Levinson Josh Levinson's Bank of Marin Experience April 2013 - August 2014
Job Audit Senior Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Bank of Marin April 2013 - August 2014
Bank of Marin October 2010 - April 2013
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Financial Modeling, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Customer Service, Outlook, Process Improvement, Time Management, Financial Accounting, Business Process..., Project Management, Strategic Planning, Research, Team Leadership, Sales, General Ledger, Accounts Payable
Education
San Francisco State University 2010 — 2012
Master of Science (M.S.), Accounting
University of California, Davis 2004 — 2008
Bachelor of Science (BS), Mathematics
Deloitte September 2014 - Present
Bank of Marin April 2013 - August 2014
Bank of Marin October 2010 - April 2013
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Financial Modeling, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Customer Service, Outlook, Process Improvement, Time Management, Financial Accounting, Business Process..., Project Management, Strategic Planning, Research, Team Leadership, Sales, General Ledger, Accounts Payable
Education
San Francisco State University 2010 — 2012
Master of Science (M.S.), Accounting
University of California, Davis 2004 — 2008
Bachelor of Science (BS), Mathematics
Coreen Pinney Coreen Pinney's Bank of Marin Experience February 2014 - Present
Job Vice President/Senior Commercial Banking Officer at Bank of Marin
Industry Financial Services
Experience
Bank of Marin February 2014 - Present
Mechanics Bank November 2004 - January 2014
Union Bank of California February 1993 - October 2004
Napa Valley Bank June 1984 - February 1993
Skills
Loans, Commercial Lending, Real Estate, Small Business Lending, Asset Based Lending, Lines Of Credit, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Relationship Management, Construction Loans, Investment Properties, Underwriting, Portfolio Management, Mortgage Lending, Middle Market, Finance, Credit Analysis, Credit, Civic Engagement, Cash Management, Banking
Education
California State University-Sacramento 1978 — 1980
Business, Business Marketing & Communications
Bank of Marin February 2014 - Present
Mechanics Bank November 2004 - January 2014
Union Bank of California February 1993 - October 2004
Napa Valley Bank June 1984 - February 1993
Skills
Loans, Commercial Lending, Real Estate, Small Business Lending, Asset Based Lending, Lines Of Credit, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Relationship Management, Construction Loans, Investment Properties, Underwriting, Portfolio Management, Mortgage Lending, Middle Market, Finance, Credit Analysis, Credit, Civic Engagement, Cash Management, Banking
Education
California State University-Sacramento 1978 — 1980
Business, Business Marketing & Communications
Randy Ferino's Bank of Marin Experience April 2008 - August 2013
Job Human Resources Business Partner at Exchange Bank
Industry Human Resources
Experience
Exchange Bank August 2013 - Present
Marin HR Forum February 2013 - June 2014
Bank of Marin April 2008 - August 2013
WEA Consulting April 2007 - April 2008
The Vintage Bank 2006 - 2007
Skills
Benefits Administration, ADP Payroll, Onboarding, HRIS, Workforce Planning, Employee Relations, Talent Acquisition, Applicant Tracking..., Legal Compliance, New Hire Orientations, Employee Benefits, Employee Engagement, HR Policies, Talent Management, Change Management, Human Resources, Training Delivery, Training, Recruiting, Performance Management
Education
Sonoma State University 2003 — 2006
Masters of Science, MBA
Sonoma State University 1999 — 2001
Bachelor of Science, Human Resources & Management
Exchange Bank August 2013 - Present
Marin HR Forum February 2013 - June 2014
Bank of Marin April 2008 - August 2013
WEA Consulting April 2007 - April 2008
The Vintage Bank 2006 - 2007
Skills
Benefits Administration, ADP Payroll, Onboarding, HRIS, Workforce Planning, Employee Relations, Talent Acquisition, Applicant Tracking..., Legal Compliance, New Hire Orientations, Employee Benefits, Employee Engagement, HR Policies, Talent Management, Change Management, Human Resources, Training Delivery, Training, Recruiting, Performance Management
Education
Sonoma State University 2003 — 2006
Masters of Science, MBA
Sonoma State University 1999 — 2001
Bachelor of Science, Human Resources & Management
Russell Colombo's Bank of Marin Experience July 2006 - Present
Job President & CEO at Bank of Marin
Industry Banking
Experience
Bank of Marin July 2006 - Present
Comerica Bank May 1998 - March 2004
Union Bank 1992 - 1998
Skills
Executive Management, Credit, Commercial Lending, Commercial Banking, Public Speaking, Loans, Financial Modeling, Small Business Lending, Real Estate, Banking, Credit Analysis, Portfolio Management, Strategic Planning, Nonprofits, Financial Reporting, Finance, Corporate Finance, Risk Management, Commercial Mortgages, Customer Service, Retail Banking, Cash Management, Financial Analysis
Education
Golden Gate University 1976 — 1979
MBA, Banking & Finance
University of California, Davis 1970 — 1974
Bachelor of Science, Agricultural Economics and Business Mgt
San Rafael High School
Bank of Marin July 2006 - Present
Comerica Bank May 1998 - March 2004
Union Bank 1992 - 1998
Skills
Executive Management, Credit, Commercial Lending, Commercial Banking, Public Speaking, Loans, Financial Modeling, Small Business Lending, Real Estate, Banking, Credit Analysis, Portfolio Management, Strategic Planning, Nonprofits, Financial Reporting, Finance, Corporate Finance, Risk Management, Commercial Mortgages, Customer Service, Retail Banking, Cash Management, Financial Analysis
Education
Golden Gate University 1976 — 1979
MBA, Banking & Finance
University of California, Davis 1970 — 1974
Bachelor of Science, Agricultural Economics and Business Mgt
San Rafael High School
Holly Schmidt, PHR's Bank of Marin Experience 2001 - February 2005
Job HR Manager at Constellation Brands
Industry Wine and Spirits
Experience
Constellation Brands January 2013 - Present
Constellation Brands April 2008 - January 2013
Constellation Brands March 2005 - March 2008
Bank of Marin 2001 - February 2005
Skills
Employee Relations, Deferred Compensation, Benefits Administration, Onboarding, HRIS, Employee Benefits, ADP Payroll, Employee Engagement, HR Policies, Human Resources, Labor Relations, New Hire Orientations, Performance Management, Succession Planning, Talent Management, Strategic Planning, Management, Recruiting
Education
Santa Rosa Junior College 2008 — 2009
Certificate, Human Resources Administraton
NCHRA - PHR/SPHR study group
Constellation Brands January 2013 - Present
Constellation Brands April 2008 - January 2013
Constellation Brands March 2005 - March 2008
Bank of Marin 2001 - February 2005
Skills
Employee Relations, Deferred Compensation, Benefits Administration, Onboarding, HRIS, Employee Benefits, ADP Payroll, Employee Engagement, HR Policies, Human Resources, Labor Relations, New Hire Orientations, Performance Management, Succession Planning, Talent Management, Strategic Planning, Management, Recruiting
Education
Santa Rosa Junior College 2008 — 2009
Certificate, Human Resources Administraton
NCHRA - PHR/SPHR study group
Allison Spitzer's Bank of Marin Experience August 2001 - Present
Job Vice President at Bank of Marin
Industry Banking
Experience
Bank of Marin August 2001 - Present
Bank of Marin August 2001 - Present
Sonoma County Office of Education April 1995 - July 2001
Skills
Small Business Lending, Commercial Banking, Loans, Credit, Banking
Education
Pacific Coast Banking School 2007 — 2009
Banking
Sonoma State University 1999 — 2001
BS, Business Administration (Accounting)
Bank of Marin August 2001 - Present
Bank of Marin August 2001 - Present
Sonoma County Office of Education April 1995 - July 2001
Skills
Small Business Lending, Commercial Banking, Loans, Credit, Banking
Education
Pacific Coast Banking School 2007 — 2009
Banking
Sonoma State University 1999 — 2001
BS, Business Administration (Accounting)
Raymond Monraz's Bank of Marin Experience May 2010 - Present
Job Systems Administrator at Bank of Marin
Industry Information Technology and Services
Experience
Bank of Marin May 2010 - Present
Bank of Marin May 2008 - May 2010
Francis Ford Coppola Presents September 2006 - April 2008
Hilb Rogal and Hobbs 2004 - 2006
Skills
Active Directory, Backup Exec, Disaster Recovery, Information Security, Microsoft Exchange, Microsoft Office, Networking, Security, Servers, Troubleshooting, VMware, Windows, Windows Server, A, Help Desk Support
Education
Empire College 2004 — 2006
AA, Information Technology
Sonoma State University 1994 — 1996
Economics
Bank of Marin May 2010 - Present
Bank of Marin May 2008 - May 2010
Francis Ford Coppola Presents September 2006 - April 2008
Hilb Rogal and Hobbs 2004 - 2006
Skills
Active Directory, Backup Exec, Disaster Recovery, Information Security, Microsoft Exchange, Microsoft Office, Networking, Security, Servers, Troubleshooting, VMware, Windows, Windows Server, A, Help Desk Support
Education
Empire College 2004 — 2006
AA, Information Technology
Sonoma State University 1994 — 1996
Economics
Roger Chu's Bank of Marin Experience December 2013 - June 2014
Job Vice President, Business Credit Solutions
Industry Banking
Experience
Bank of the West June 2014 - Present
Bank of Marin December 2013 - June 2014
Bank of Alameda (now part of Bank of Marin) 2010 - November 2013
Scotiabank 1998 - 2009
Scotiabank 2004 - 2006
Scotiabank 1995 - 1998
Scotiabank 1994 - 1994
Rockwell Automation 1992 - 1993
Rockwell Automation 1991 - 1992
Skills
Banking, Credit Analysis, Fixed Income, Loans, Risk Management, Commercial Banking, Credit Risk, Structured Finance, Loan Origination, Project Finance, Finance, Commercial Lending, Credit, Derivatives, Negotiation, Restructuring, Financial Services, Training, Capital Markets, Bloomberg, Equities, Executive Management, Cross Selling, Mergers & Acquisitions, Hedge Funds, Investments, Portfolio Management, Alternative Investments, Financial Analysis, Strategic Financial..., Marketing, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Asset Management, New Business Development, Retail Banking, Leveraged Finance, Valuation, Relationship Management, Investment Banking, Business Development, Financial Structuring, Management, Cash Management, Financial Risk, Underwriting
Education
New York University
M.B.A., Finance
The Ohio State University
B.S., Electrical Engineering
Bank of the West June 2014 - Present
Bank of Marin December 2013 - June 2014
Bank of Alameda (now part of Bank of Marin) 2010 - November 2013
Scotiabank 1998 - 2009
Scotiabank 2004 - 2006
Scotiabank 1995 - 1998
Scotiabank 1994 - 1994
Rockwell Automation 1992 - 1993
Rockwell Automation 1991 - 1992
Skills
Banking, Credit Analysis, Fixed Income, Loans, Risk Management, Commercial Banking, Credit Risk, Structured Finance, Loan Origination, Project Finance, Finance, Commercial Lending, Credit, Derivatives, Negotiation, Restructuring, Financial Services, Training, Capital Markets, Bloomberg, Equities, Executive Management, Cross Selling, Mergers & Acquisitions, Hedge Funds, Investments, Portfolio Management, Alternative Investments, Financial Analysis, Strategic Financial..., Marketing, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Asset Management, New Business Development, Retail Banking, Leveraged Finance, Valuation, Relationship Management, Investment Banking, Business Development, Financial Structuring, Management, Cash Management, Financial Risk, Underwriting
Education
New York University
M.B.A., Finance
The Ohio State University
B.S., Electrical Engineering
Scott Canaan's Bank of Marin Experience 2009 - 2013
Job Commercial Lines Account Technician at Costello and Sons Insurance
Industry Management Consulting
Experience
Costello and Sons Insurance November 2014 - Present
Lydia's Organics March 2013 - August 2013
Zimia Systems Resilience March 2012 - January 2014
Bank of Marin 2009 - 2013
Bank of Marin June 2007 - September 2009
Bank of Marin January 2003 - April 2007
Rosenthal & Company LLC January 2002 - August 2002
Washington Mutual October 1999 - October 2001
Bank of America June 1996 - October 1999
Skills
Customer Service, Public Speaking, Data analysis, Microsoft Excel, Microsoft Office, Adobe Creative Suite, Windows, Mac Operating systems, Corporate Social..., Social Skills, Pay Close Attention to..., ebanking, Training, Training Delivery, Instructor-led Training, Instructional Design, Cash Management, Business Strategy, Business Intelligence, Business Process..., Environmental Awareness, Environmental Issues, Environmental Consulting, Environmental..., Employee Training, Empathy, People Development, CDARS, Legal Advice, Legal Documents, Logo Design, Consulting, Writing Procedures, Multi-tasking Skills, Gardening, Social Networking, Strategic Planning, Non-profits, Fundraising, Nonprofits, Banking, Data Analysis, Sustainability..., Sustainable Business, Systems Thinking, Salesforce.com, Strategy, Organizational..., Business Development, Management
Education
Dominican University of California 2011 — 2014
MBA, Sustainable Enterprise
Dominican University of California 2008 — 2010
BA, Strategic Management
Sonoma State University 2005 — 2007
History / Education
College of Marin 2000 — 2005
AA, Liberal Arts
Costello and Sons Insurance November 2014 - Present
Lydia's Organics March 2013 - August 2013
Zimia Systems Resilience March 2012 - January 2014
Bank of Marin 2009 - 2013
Bank of Marin June 2007 - September 2009
Bank of Marin January 2003 - April 2007
Rosenthal & Company LLC January 2002 - August 2002
Washington Mutual October 1999 - October 2001
Bank of America June 1996 - October 1999
Skills
Customer Service, Public Speaking, Data analysis, Microsoft Excel, Microsoft Office, Adobe Creative Suite, Windows, Mac Operating systems, Corporate Social..., Social Skills, Pay Close Attention to..., ebanking, Training, Training Delivery, Instructor-led Training, Instructional Design, Cash Management, Business Strategy, Business Intelligence, Business Process..., Environmental Awareness, Environmental Issues, Environmental Consulting, Environmental..., Employee Training, Empathy, People Development, CDARS, Legal Advice, Legal Documents, Logo Design, Consulting, Writing Procedures, Multi-tasking Skills, Gardening, Social Networking, Strategic Planning, Non-profits, Fundraising, Nonprofits, Banking, Data Analysis, Sustainability..., Sustainable Business, Systems Thinking, Salesforce.com, Strategy, Organizational..., Business Development, Management
Education
Dominican University of California 2011 — 2014
MBA, Sustainable Enterprise
Dominican University of California 2008 — 2010
BA, Strategic Management
Sonoma State University 2005 — 2007
History / Education
College of Marin 2000 — 2005
AA, Liberal Arts
Cheryl Cinelli's Bank of Marin Experience Vice PresidentComerica BankSeptember 2001 - June 2006
Job Senior Vice President at Bank of Marin
Industry Banking
Experience
Bank of Marin Vice PresidentComerica BankSeptember 2001 - June 2006
Union Bank of California 1988 - 2001
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Financial Analysis, Banking, Commercial Banking, Loans, Credit Analysis, Commercial Mortgages, Marketing Strategy, Finance
Education
Saint Mary's College of California 1980 — 1984
B.S., Business Administration
Bank of Marin Vice PresidentComerica BankSeptember 2001 - June 2006
Union Bank of California 1988 - 2001
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Financial Analysis, Banking, Commercial Banking, Loans, Credit Analysis, Commercial Mortgages, Marketing Strategy, Finance
Education
Saint Mary's College of California 1980 — 1984
B.S., Business Administration
Kevin Coonan's Bank of Marin Experience November 2005 - November 2013
Job
Industry Banking
Experience
Bank of Marin November 2005 - November 2013
Comerica Bank 1999 - 2004
Skills
Marketing, Commercial Lending, Banking, Commercial Banking, Consumer Lending, Loans, Business Development, Credit, Credit Analysis
Education
Stanford University 1974 — 1975
MA, Education
University of California, Davis
Bank of Marin November 2005 - November 2013
Comerica Bank 1999 - 2004
Skills
Marketing, Commercial Lending, Banking, Commercial Banking, Consumer Lending, Loans, Business Development, Credit, Credit Analysis
Education
Stanford University 1974 — 1975
MA, Education
University of California, Davis
Andrew Sybilrud's Bank of Marin Experience October 2014 - Present
Job Commercial Banking Vice President at Bank of Marin
Industry Financial Services
Experience
Bank of Marin October 2014 - Present
Norwegian Club of San Francisco January 2014 - September 2015
Pivot Learning Partners February 2011 - September 2015
City National Bank April 2012 - October 2014
Norway Day Festival September 2011 - December 2013
City National Bank March 2002 - March 2012
US Bank March 2001 - January 2002
Skills
Non-profits, Entertainment, Professional Services, Banking, Finance, Relationship Management, Sales, Financial Services, Strategic Planning, Music Production, Management, Wealth Management, Marketing, Loans, Small Business, Strategic Financial..., Nonprofits, Real Estate, Investments, Start-ups, Strategy, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Executive Management, Credit
Education
University of Minnesota-Twin Cities 1999 — 2002
BSS, Music, Business
McNally Smith School of Music 1999 — 2002
AAS Degree, Music
Bank of Marin October 2014 - Present
Norwegian Club of San Francisco January 2014 - September 2015
Pivot Learning Partners February 2011 - September 2015
City National Bank April 2012 - October 2014
Norway Day Festival September 2011 - December 2013
City National Bank March 2002 - March 2012
US Bank March 2001 - January 2002
Skills
Non-profits, Entertainment, Professional Services, Banking, Finance, Relationship Management, Sales, Financial Services, Strategic Planning, Music Production, Management, Wealth Management, Marketing, Loans, Small Business, Strategic Financial..., Nonprofits, Real Estate, Investments, Start-ups, Strategy, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Executive Management, Credit
Education
University of Minnesota-Twin Cities 1999 — 2002
BSS, Music, Business
McNally Smith School of Music 1999 — 2002
AAS Degree, Music
Dave Casassa's Bank of Marin Experience October 2014 - Present
Job VP, Senior Commercial Banking Officer at Bank of Marin
Industry Banking
Experience
Bank of Marin October 2014 - Present
Umpqua Bank August 2011 - October 2014
Presidio Bank October 2007 - August 2011
Greater Bay Bank August 2004 - October 2007
Westamerica Bank September 1999 - August 2004
Skills
Commercial Lending, Small Business Lending, Loans, Portfolio Management, Cash Management, Credit, Consumer Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Commercial Banking, Credit Analysis, Underwriting, Mortgage Lending, Loan Origination, Banking
Education
Occidental College 1994 — 1998
Mathematics
Bank of Marin October 2014 - Present
Umpqua Bank August 2011 - October 2014
Presidio Bank October 2007 - August 2011
Greater Bay Bank August 2004 - October 2007
Westamerica Bank September 1999 - August 2004
Skills
Commercial Lending, Small Business Lending, Loans, Portfolio Management, Cash Management, Credit, Consumer Lending, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Commercial Banking, Credit Analysis, Underwriting, Mortgage Lending, Loan Origination, Banking
Education
Occidental College 1994 — 1998
Mathematics
Rowan W Smith's Bank of Marin Experience February 2015 - Present
Job Vice President, Internal Audit at Bank of Marin
Industry Financial Services
Experience
Bank of Marin February 2015 - Present
Executives Advisory Group June 2005 - December 2014
Earthjustice June 2002 - June 2004
Saqqara Systems April 2000 - June 2002
Network Associates November 1998 - April 2000
Aurora Biosciences January 1996 - November 1998
Skills
Big Data, SaaS, Enterprise Software, Software Development, Agile Methodologies, Business Intelligence, Software Consulting, Positioning, SQL, Business Development, Management Consulting, Information Architecture, Security, IT Audit, Project Management, Global Management, Communication, Team Leadership, Problem Solving, Vendor Management, Risk Assessment, Software Quality..., Executive Advisory, Advisory Boards, IT Transformation, Technology Enabled..., Strategy, Management, Analysis, Governance, Change Management, Business Process..., Program Management, Cross-functional Team..., Leadership, Business Process, Process Improvement, Training, Strategic Planning, Integration, Risk Management, Business Continuity, Professional Services, Information Technology, Consulting, Start-ups, Disaster Recovery
Education
University of California, Berkeley 1991 — 1994
Doctoral Studies, Public Policy
Harvard University Kennedy School of Government 1982 — 1985
Master of Public Policy, Technology Innovation & Leadership
University of California, Los Angeles 1979 — 1982
B.A., Geography/Ecosystems
Bank of Marin February 2015 - Present
Executives Advisory Group June 2005 - December 2014
Earthjustice June 2002 - June 2004
Saqqara Systems April 2000 - June 2002
Network Associates November 1998 - April 2000
Aurora Biosciences January 1996 - November 1998
Skills
Big Data, SaaS, Enterprise Software, Software Development, Agile Methodologies, Business Intelligence, Software Consulting, Positioning, SQL, Business Development, Management Consulting, Information Architecture, Security, IT Audit, Project Management, Global Management, Communication, Team Leadership, Problem Solving, Vendor Management, Risk Assessment, Software Quality..., Executive Advisory, Advisory Boards, IT Transformation, Technology Enabled..., Strategy, Management, Analysis, Governance, Change Management, Business Process..., Program Management, Cross-functional Team..., Leadership, Business Process, Process Improvement, Training, Strategic Planning, Integration, Risk Management, Business Continuity, Professional Services, Information Technology, Consulting, Start-ups, Disaster Recovery
Education
University of California, Berkeley 1991 — 1994
Doctoral Studies, Public Policy
Harvard University Kennedy School of Government 1982 — 1985
Master of Public Policy, Technology Innovation & Leadership
University of California, Los Angeles 1979 — 1982
B.A., Geography/Ecosystems
Chris Cappeto's Bank of Marin Experience July 2012 - May 2015
Job Commercial Banker
Industry Financial Services
Experience
Bank of the West May 2015 - Present
Bank of Marin July 2012 - May 2015
Wells Fargo Bank October 2002 - August 2012
Skills
Equities, Commercial Lending, Small Business Lending, Banking, Credit, Small Business, Portfolio Management, Loans, Commercial Banking, Financial Services, Finance, Credit Analysis, Business Development, Financial Analysis, Underwriting, Commercial Mortgages
Education
California State University-Chico 1988 — 1993
Bachelor's degree, Biology, General
Sonoma State University 2013 — 2013
Wine Finance & Accounting Certificate, Winery Finance & Accounting
Bank of the West May 2015 - Present
Bank of Marin July 2012 - May 2015
Wells Fargo Bank October 2002 - August 2012
Skills
Equities, Commercial Lending, Small Business Lending, Banking, Credit, Small Business, Portfolio Management, Loans, Commercial Banking, Financial Services, Finance, Credit Analysis, Business Development, Financial Analysis, Underwriting, Commercial Mortgages
Education
California State University-Chico 1988 — 1993
Bachelor's degree, Biology, General
Sonoma State University 2013 — 2013
Wine Finance & Accounting Certificate, Winery Finance & Accounting
Bob Gotelli's Bank of Marin Experience 2000 - Present
Job SVP Director of Human Resources at Bank of Marin
Industry Banking
Experience
Bank of Marin 2000 - Present
Ralphs Grocery Company 1982 - 2000
Skills
Benefits Administration, Deferred Compensation, Organizational..., Banking, Employee Relations, Leadership Development
Education
Sonoma State University
Bachelor’s Degree, Business Administration and Management, General
Bank of Marin 2000 - Present
Ralphs Grocery Company 1982 - 2000
Skills
Benefits Administration, Deferred Compensation, Organizational..., Banking, Employee Relations, Leadership Development
Education
Sonoma State University
Bachelor’s Degree, Business Administration and Management, General
Daniel Vizcarra's Bank of Marin Experience April 2014 - Present
Job Compliance Officer at Bank of Marin
Industry Banking
Experience
Bank of Marin April 2014 - Present
Bank of the West September 2012 - March 2014
Wells Fargo August 2010 - January 2013
Wells Fargo April 2009 - September 2010
Skills
CRCM, Loans, Banking, AML, Credit, Financial Risk, Risk Management, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, Operational Risk, Credit Risk
Education
San Francisco State University 2006 — 2010
BS, Economics
Bank of Marin April 2014 - Present
Bank of the West September 2012 - March 2014
Wells Fargo August 2010 - January 2013
Wells Fargo April 2009 - September 2010
Skills
CRCM, Loans, Banking, AML, Credit, Financial Risk, Risk Management, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, Operational Risk, Credit Risk
Education
San Francisco State University 2006 — 2010
BS, Economics
Tracy Hegarty's Bank of Marin Experience July 2001 - December 2013
Job Marketing & Design Specialist at Bank of Marin
Industry Financial Services
Experience
Bank of Marin July 2001 - December 2013
San Francisco Chronicle 1999 - 2001
Skills
Marketing Communications, Marketing, Corporate Branding, Adobe Creative Suite, Social Media, Advertising, Nonprofits, Social Networking, Microsoft Office, Customer Service, Strategic Planning, Public Relations, Event Planning, Business Development, Marketing Strategy, InDesign, Event Management, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Illustrator, Email Marketing, Outlook, Layout, Corporate Identity, Logo Design
Education
University of Colorado Boulder 1994 — 1998
Bachelor of Science, Journalism
Bank of Marin July 2001 - December 2013
San Francisco Chronicle 1999 - 2001
Skills
Marketing Communications, Marketing, Corporate Branding, Adobe Creative Suite, Social Media, Advertising, Nonprofits, Social Networking, Microsoft Office, Customer Service, Strategic Planning, Public Relations, Event Planning, Business Development, Marketing Strategy, InDesign, Event Management, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Illustrator, Email Marketing, Outlook, Layout, Corporate Identity, Logo Design
Education
University of Colorado Boulder 1994 — 1998
Bachelor of Science, Journalism
Todd Zwiaska's Bank of Marin Experience December 2013 - Present
Job Credit Analyst at Bank of Marin
Industry Banking
Experience
Bank of Marin December 2013 - Present
Bank of Marin October 2011 - December 2013
Bank of Marin December 2009 - October 2011
Ryder Homes of California 2003 - 2008
Skills
Credit, Banking, Commercial Lending, Small Business Lending, Portfolio Management, Financial Analysis, Commercial Banking, Credit Analysis, Lines Of Credit, Loans
Education
Sonoma State University
BS, Finance, Bussines, Economics
Bank of Marin December 2013 - Present
Bank of Marin October 2011 - December 2013
Bank of Marin December 2009 - October 2011
Ryder Homes of California 2003 - 2008
Skills
Credit, Banking, Commercial Lending, Small Business Lending, Portfolio Management, Financial Analysis, Commercial Banking, Credit Analysis, Lines Of Credit, Loans
Education
Sonoma State University
BS, Finance, Bussines, Economics
J. T. Wick's Bank of Marin Experience 2005 - 2012
Job Principal at Berg Holdings
Industry Real Estate
Experience
Berg Holdings 2000 - Present
Bank of Marin 2005 - 2012
CSW/Stuber-Stroeh Engineering Group, Inc. 1995 - 2001
Skills
Green Building, Urban, Transportation Planning, Environmental Planning, Economic Development, Sustainable Design, Land Acquisition, Feasibility Studies, Site Planning, Disposition, Non-profits, Green, Sustainability, Architectural Design, Comprehensive Planning, Environmental Impact..., Site Plans, Residential Homes, Site Development, LEED, Environmental Law, Expert Witness, LEED AP, Renovation, Construction Management, Construction, Nonprofits, Tenant Improvement, Historic Preservation, Commercial Real Estate, Grading, Environmental Awareness, Submittals, Residential Design, Placemaking, Local Government, General Public, Parks, Subdivisions, NEPA, Landscape Architecture, Entitlements, Civil Engineering, Public Policy, Public Administration, Operational Efficiency
Education
Golden Gate University, School of Law 1983 — 1986
Juris Doctor, Environmental and Local Government Law
University of California, Santa Barbara 1978 — 1982
BA, Political Science, Public Service Emphasis
Berg Holdings 2000 - Present
Bank of Marin 2005 - 2012
CSW/Stuber-Stroeh Engineering Group, Inc. 1995 - 2001
Skills
Green Building, Urban, Transportation Planning, Environmental Planning, Economic Development, Sustainable Design, Land Acquisition, Feasibility Studies, Site Planning, Disposition, Non-profits, Green, Sustainability, Architectural Design, Comprehensive Planning, Environmental Impact..., Site Plans, Residential Homes, Site Development, LEED, Environmental Law, Expert Witness, LEED AP, Renovation, Construction Management, Construction, Nonprofits, Tenant Improvement, Historic Preservation, Commercial Real Estate, Grading, Environmental Awareness, Submittals, Residential Design, Placemaking, Local Government, General Public, Parks, Subdivisions, NEPA, Landscape Architecture, Entitlements, Civil Engineering, Public Policy, Public Administration, Operational Efficiency
Education
Golden Gate University, School of Law 1983 — 1986
Juris Doctor, Environmental and Local Government Law
University of California, Santa Barbara 1978 — 1982
BA, Political Science, Public Service Emphasis
Tom Leong's Bank of Marin Experience June 1998 - January 2006
Job Officer at Mechanics Bank
Industry Banking
Experience
Mechanics' Bank January 2011 - Present
Bank of the Orient June 2007 - November 2010
Bank Auditors' Roundtable 1999 - 2010
Bank of Marin June 1998 - January 2006
Skills
Banking, Commercial Banking, Risk Management, Retail Banking, Management, Finance, Financial Analysis
Education
California State University-East Bay
BS Finance
Certified Bank Auditor (CBA) - Bank Administration Institute
Pacific Coast Banking School
Mechanics' Bank January 2011 - Present
Bank of the Orient June 2007 - November 2010
Bank Auditors' Roundtable 1999 - 2010
Bank of Marin June 1998 - January 2006
Skills
Banking, Commercial Banking, Risk Management, Retail Banking, Management, Finance, Financial Analysis
Education
California State University-East Bay
BS Finance
Certified Bank Auditor (CBA) - Bank Administration Institute
Pacific Coast Banking School
Max Comerford's Bank of Marin Experience April 2014 - Present
Job Senior Credit Analyst at Exchange Bank
Industry Banking
Experience
Exchange Bank December 2014 - Present
Bank of Marin April 2014 - Present
Bank of Marin September 2012 - April 2014
Bank of Marin October 2010 - September 2012
Bank of Marin November 2009 - October 2010
Business Examination Resources Inc. June 2009 - August 2009
Skills
Banking, Credit, Loans, Financial Analysis, Commercial Lending, Finance, Commercial Banking, Customer Service, Credit Analysis, Microsoft Office, Portfolio Management, Risk Management, Small Business Lending, Retail Banking
Education
San Diego State University-California State University 2005 — 2009
B.S., Business Management
Exchange Bank December 2014 - Present
Bank of Marin April 2014 - Present
Bank of Marin September 2012 - April 2014
Bank of Marin October 2010 - September 2012
Bank of Marin November 2009 - October 2010
Business Examination Resources Inc. June 2009 - August 2009
Skills
Banking, Credit, Loans, Financial Analysis, Commercial Lending, Finance, Commercial Banking, Customer Service, Credit Analysis, Microsoft Office, Portfolio Management, Risk Management, Small Business Lending, Retail Banking
Education
San Diego State University-California State University 2005 — 2009
B.S., Business Management
Rebecca McManus's Bank of Marin Experience May 2013 - Present
Job Real Estate Analyst
Industry Banking
Experience
Bank of Marin May 2013 - Present
Bank of Marin January 2012 - May 2013
Bank of Marin October 2010 - January 2012
Trader Joe's June 2009 - January 2012
Dos Coyotes Border Cafe January 2006 - December 2008
Old Navy November 2002 - August 2004
Skills
Banking, Loans, Customer Service, Microsoft Office, Outlook, Data Entry, Microsoft Word, Time Management, PowerPoint, Risk Management, Spreadsheets, Branch Banking, Microsoft Excel, Finance, Office Administration, Administrative...
Education
California State University-Sacramento 2004 — 2008
Bachelors, Real Estate and Land Use, General Management
Bank of Marin May 2013 - Present
Bank of Marin January 2012 - May 2013
Bank of Marin October 2010 - January 2012
Trader Joe's June 2009 - January 2012
Dos Coyotes Border Cafe January 2006 - December 2008
Old Navy November 2002 - August 2004
Skills
Banking, Loans, Customer Service, Microsoft Office, Outlook, Data Entry, Microsoft Word, Time Management, PowerPoint, Risk Management, Spreadsheets, Branch Banking, Microsoft Excel, Finance, Office Administration, Administrative...
Education
California State University-Sacramento 2004 — 2008
Bachelors, Real Estate and Land Use, General Management
Rich Ronsheimer's Bank of Marin Experience May 2008 - Present
Job Retired Banker
Industry Banking
Experience
Bank of Marin May 2008 - Present
Bank of Marin August 2005 - May 2008
Exchange Bank January 2001 - August 2005
The Mechanics Bank July 1997 - January 2001
Great Western Bank March 1992 - July 1997
Bank of Marin/Westamerica Bank July 1970 - December 1991
Skills
Commercial Lending, Branch Management, People Skills
Education
University of Washington 1986 — 1988
PCBS, Banking
California State University-Chico 1967 — 1970
B S, Business Administration
California State University-Chico 1967 — 1970
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
College of Marin 1965 — 1967
A A, Undergraduate
San Rafael High School 1961 — 1965
High School
Bank of Marin May 2008 - Present
Bank of Marin August 2005 - May 2008
Exchange Bank January 2001 - August 2005
The Mechanics Bank July 1997 - January 2001
Great Western Bank March 1992 - July 1997
Bank of Marin/Westamerica Bank July 1970 - December 1991
Skills
Commercial Lending, Branch Management, People Skills
Education
University of Washington 1986 — 1988
PCBS, Banking
California State University-Chico 1967 — 1970
B S, Business Administration
California State University-Chico 1967 — 1970
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
College of Marin 1965 — 1967
A A, Undergraduate
San Rafael High School 1961 — 1965
High School
Don Del Carlo's Bank of Marin Experience 1976 - 1986
Job ORGANIC COORDINATOR at HUNT&BEHRENS, INC.
Industry Dairy
Experience
HUNT&BEHRENS, INC. MANAGERExchange BankJune 1986 - September 1997
WESTAMERICA BANK 1976 - 1986
BANK OF MARIN 1976 - 1986
Education
Sonoma State University 1969 — 1972
B.S., BUSINESS
NAPA COLLEGE 1965 — 1967
AA, BUSINESS
HUNT&BEHRENS, INC. MANAGERExchange BankJune 1986 - September 1997
WESTAMERICA BANK 1976 - 1986
BANK OF MARIN 1976 - 1986
Education
Sonoma State University 1969 — 1972
B.S., BUSINESS
NAPA COLLEGE 1965 — 1967
AA, BUSINESS
Pam Larson's Bank of Marin Experience July 2006 - May 2007
Job Banking Management
Industry Banking
Experience
Circle Bank May 2007 - March 2010
Bank of Marin July 2006 - May 2007
Sonoma Valley Bank September 1995 - June 2006
Education
Santa Rosa Junior College 1991 — 1995
Biology/Nursing
Circle Bank May 2007 - March 2010
Bank of Marin July 2006 - May 2007
Sonoma Valley Bank September 1995 - June 2006
Education
Santa Rosa Junior College 1991 — 1995
Biology/Nursing
Gregory Hancock's Bank of Marin Experience April 2014 - Present
Job Commercial Banking Officer at Bank of Marin
Industry Broadcast Media
Experience
Bank of Marin April 2014 - Present
Bank of Marin September 2010 - April 2014
Bank of Marin August 2009 - September 2010
KCOY / KKFX April 2009 - June 2009
Westamerica Bank April 2006 - June 2009
Skills
Banking, Commercial Banking, Credit, Customer Service, Finance, Financial Analysis, Loans, Small Business Lending, Editing, Social Media, Video Editing, Broadcast, Project Management, Retail Banking, Video, Commercial Lending, Consumer Lending, Storytelling
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
B.S., Journalism
Bank of Marin April 2014 - Present
Bank of Marin September 2010 - April 2014
Bank of Marin August 2009 - September 2010
KCOY / KKFX April 2009 - June 2009
Westamerica Bank April 2006 - June 2009
Skills
Banking, Commercial Banking, Credit, Customer Service, Finance, Financial Analysis, Loans, Small Business Lending, Editing, Social Media, Video Editing, Broadcast, Project Management, Retail Banking, Video, Commercial Lending, Consumer Lending, Storytelling
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
B.S., Journalism
Jeanne Szmidt's Bank of Marin Experience October 2010 - May 2014
Job Commercial Loan OfficerBank of Napa
Industry Banking
Experience
Bank of Napa June 2014 - Present
Bank of Marin October 2010 - May 2014
Skills
Microsoft Excel, Loans, Microsoft Office, Accounting, Banking, Credit, Lines Of Credit, Marketing Strategy, Commercial Real Estate, Small Business Lending, Underwriting, Mortgage Lending
Education
Golden Gate University 1986 — 1988
MBA, Accounting
Louisiana State University 1978 — 1982
BS, Finance
Bank of Napa June 2014 - Present
Bank of Marin October 2010 - May 2014
Skills
Microsoft Excel, Loans, Microsoft Office, Accounting, Banking, Credit, Lines Of Credit, Marketing Strategy, Commercial Real Estate, Small Business Lending, Underwriting, Mortgage Lending
Education
Golden Gate University 1986 — 1988
MBA, Accounting
Louisiana State University 1978 — 1982
BS, Finance
Benjamin Pulido's Bank of Marin Experience March 2011 - November 2014
Job System Support Specialist II at County of Marin
Industry Information Technology and Services
Experience
County of Marin November 2014 - Present
Bank of Marin March 2011 - November 2014
IASCO May 2008 - September 2010
Bank of Marin April 2005 - April 2008
BayGroup International November 2002 - April 2005
Heald College 2001 - 2002
Skills
Active Directory, XP, Servers, DHCP, Microsoft Exchange, Troubleshooting, Technical Support, Software Installation, Antivirus, Hardware, Norton Ghost, Security, Virtualization, System Administration, Group Policy, Disaster Recovery, Software Documentation, Windows, Help Desk Support, Computer Hardware, System Deployment, Windows 7, Windows XP, Workstations, Windows Server, Microsoft Office, Linux, Desktop Computers, SAN, Banking, Service Desk, Networking, Network Administration, VPN
Education
Heald College 2001 — 2002
AAS, Computer Science
Heald College, School of Technology and Business 2001 — 2002
Associate of Applied Science Degree, Computer Technology
Napa Valley College 1998 — 2000
English, Math, Psychology, Technical Studies
Napa Valley College
County of Marin November 2014 - Present
Bank of Marin March 2011 - November 2014
IASCO May 2008 - September 2010
Bank of Marin April 2005 - April 2008
BayGroup International November 2002 - April 2005
Heald College 2001 - 2002
Skills
Active Directory, XP, Servers, DHCP, Microsoft Exchange, Troubleshooting, Technical Support, Software Installation, Antivirus, Hardware, Norton Ghost, Security, Virtualization, System Administration, Group Policy, Disaster Recovery, Software Documentation, Windows, Help Desk Support, Computer Hardware, System Deployment, Windows 7, Windows XP, Workstations, Windows Server, Microsoft Office, Linux, Desktop Computers, SAN, Banking, Service Desk, Networking, Network Administration, VPN
Education
Heald College 2001 — 2002
AAS, Computer Science
Heald College, School of Technology and Business 2001 — 2002
Associate of Applied Science Degree, Computer Technology
Napa Valley College 1998 — 2000
English, Math, Psychology, Technical Studies
Napa Valley College
Monika Bock's Bank of Marin Experience November 2009 - Present
Job Assistant Branch Manager, AVP
Industry Banking
Experience
Bank of Marin November 2009 - Present
M. Tucker Co., Inc. February 2007 - November 2008
Skills
Banking, Retail Banking, Microsoft Office, Customer Service, Sales, Team Building, Strategic Planning
Education
Dominican University of California 2003 — 2004
Teaching credential, Teacher Education, Multiple Levels
Saint Mary's College of California 1999 — 2003
Bachelor's degree, Liberal and civic studies
Bank of Marin November 2009 - Present
M. Tucker Co., Inc. February 2007 - November 2008
Skills
Banking, Retail Banking, Microsoft Office, Customer Service, Sales, Team Building, Strategic Planning
Education
Dominican University of California 2003 — 2004
Teaching credential, Teacher Education, Multiple Levels
Saint Mary's College of California 1999 — 2003
Bachelor's degree, Liberal and civic studies
Giuliana Ferrer's Bank of Marin Experience October 2004 - January 2009
Job Administrative Service Assistant at County of Marin
Industry Government Administration
Experience
County of Marin April 2013 - Present
County of Marin January 2009 - April 2013
Bank of Marin October 2004 - January 2009
The Davis Mortgage group July 2002 - October 2004
United States Embassy in Lima Peru January 2000 - June 2002
Pacifico Peruano Suiza January 1999 - December 1999
COMMO Peru October 1997 - October 1999
CONAM (Environment National Council, Peru) January 1995 - December 1997
Forum International January 1991 - December 1994
Skills
Tables, charts, graphs,..., Typing 75 wpm, Translation &..., PowerPoint, Management and..., Fully Bilingual...
Education
Dominican University 2013 — 2013
Leadership Academy, Certificate
San Francisco State University 2013 — 2013
Budget and Cash Flow
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, AA
Margarita Cabrera 1977 — 1978
Bilingual Executive Assistant, Administratie Support
Americal School of Mortgage Banking
Loan Processor
American Banking Association
Tax Analysis
Institute of Business Administration (IPAE)
Office Management and Supervision
County of Marin April 2013 - Present
County of Marin January 2009 - April 2013
Bank of Marin October 2004 - January 2009
The Davis Mortgage group July 2002 - October 2004
United States Embassy in Lima Peru January 2000 - June 2002
Pacifico Peruano Suiza January 1999 - December 1999
COMMO Peru October 1997 - October 1999
CONAM (Environment National Council, Peru) January 1995 - December 1997
Forum International January 1991 - December 1994
Skills
Tables, charts, graphs,..., Typing 75 wpm, Translation &..., PowerPoint, Management and..., Fully Bilingual...
Education
Dominican University 2013 — 2013
Leadership Academy, Certificate
San Francisco State University 2013 — 2013
Budget and Cash Flow
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, AA
Margarita Cabrera 1977 — 1978
Bilingual Executive Assistant, Administratie Support
Americal School of Mortgage Banking
Loan Processor
American Banking Association
Tax Analysis
Institute of Business Administration (IPAE)
Office Management and Supervision
Angelina Severson's Bank of Marin Experience August 2002 - July 2008
Job Program Services Supervisor at CCCS of SF
Industry Financial Services
Experience
CCCS of SF October 2010 - Present
Bank of Marin August 2002 - July 2008
Education
University of California, Berkeley
BA, Political Economy
CCCS of SF October 2010 - Present
Bank of Marin August 2002 - July 2008
Education
University of California, Berkeley
BA, Political Economy
Clotilde Barroso's Bank of Marin Experience August 2008 - November 2010
Job
Industry Consumer Services
Experience
UPS Supply Chain Solutions March 2011 - Present
Bank of Marin August 2008 - November 2010
Citigroup July 2000 - September 2007
Education
Fullerton College 1986 — 1986
UPS Supply Chain Solutions March 2011 - Present
Bank of Marin August 2008 - November 2010
Citigroup July 2000 - September 2007
Education
Fullerton College 1986 — 1986
Tim O' Connor's Bank of Marin Experience December 2005 - October 2007
Job Branch Manager at Exchange Bank
Industry Banking
Experience
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
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
Alan Burr's Bank of Marin Experience September 2006 - Present
Job Vice President Commercial Loan Officer at Bank of Marin
Industry Banking
Experience
Bank of Marin September 2006 - Present
Skills
Finance, Portfolio Management, Commercial Lending, Risk Management, Financial Analysis, Credit, Commercial Banking, Investments
Education
Northwestern University - Kellogg School of Management 1981 — 1982
MBA, Finance, Marketing
University of Pittsburgh 1976 — 1979
BA, Economics, Philosophy
Bank of Marin September 2006 - Present
Skills
Finance, Portfolio Management, Commercial Lending, Risk Management, Financial Analysis, Credit, Commercial Banking, Investments
Education
Northwestern University - Kellogg School of Management 1981 — 1982
MBA, Finance, Marketing
University of Pittsburgh 1976 — 1979
BA, Economics, Philosophy
Deana Zeidan's Bank of Marin Experience March 2007 - Present
Job Commercial Banking Officer at Bank of Marin
Industry Banking
Experience
Bank of Marin March 2007 - Present
Skills
Portfolio Management, Nonprofits, Credit Analysis, Lines Of Credit, Banking, Commercial Banking, Cash Management, Commercial Lending, Financial Modeling, Loans, Credit, Small Business Lending, Consumer Lending, Financial Analysis
Education
UC Davis 2000 — 2004
Economics; International Relations
Bank of Marin March 2007 - Present
Skills
Portfolio Management, Nonprofits, Credit Analysis, Lines Of Credit, Banking, Commercial Banking, Cash Management, Commercial Lending, Financial Modeling, Loans, Credit, Small Business Lending, Consumer Lending, Financial Analysis
Education
UC Davis 2000 — 2004
Economics; International Relations
Sherri Hendrickson's Bank of Marin Experience October 2005 - Present
Job Construction Lending at Bank of Marin
Industry Banking
Experience
Bank of Marin October 2005 - Present
Bank of America September 1984 - January 1987
Education
San Francisco State University 1965 — 1969
Bachlors
Bank of Marin October 2005 - Present
Bank of America September 1984 - January 1987
Education
San Francisco State University 1965 — 1969
Bachlors
John Sugg's Bank of Marin Experience April 2011 - Present
Job VP at Bank of Marin
Industry Banking
Experience
Bank of Marin April 2011 - Present
Education
Golden Gate University 1974 — 1977
MBA, Finance
Bank of Marin April 2011 - Present
Education
Golden Gate University 1974 — 1977
MBA, Finance
Patrick London's Bank of Marin Experience December 1994 - Present
Job Senior Vice President at Bank of Marin
Industry Banking
Experience
Bank of Marin December 1994 - Present
Bank of California 1991 - 1994
Westamerica Bank 1987 - 1991
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Credit, Credit Analysis, Retail Banking, Lines Of Credit, Commercial Mortgages, Portfolio Management, Risk Management, Cash Management, Private Banking
Education
University of California, Berkeley 1981 — 1983
Master of Business Administration (M.B.A.), Business Administration and Management, General
Santa Clara University 1975 — 1979
Bachelor of Commerce (B.Com.), Finance, General
Bank of Marin December 1994 - Present
Bank of California 1991 - 1994
Westamerica Bank 1987 - 1991
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Credit, Credit Analysis, Retail Banking, Lines Of Credit, Commercial Mortgages, Portfolio Management, Risk Management, Cash Management, Private Banking
Education
University of California, Berkeley 1981 — 1983
Master of Business Administration (M.B.A.), Business Administration and Management, General
Santa Clara University 1975 — 1979
Bachelor of Commerce (B.Com.), Finance, General
Cecilia Situ's Bank of Marin Experience July 2013 - Present
Job Manager of Finance/Treasurer at Bank of Marin
Industry Banking
Experience
Bank of Marin July 2013 - Present
Bank of Marin May 2008 - March 2013
Deloitte January 2002 - May 2008
Skills
Accounting, Financial Modeling, Internal Controls, GAAP, US GAAP, Financial Accounting, Forecasting, Banking, General Ledger, SEC filings, IFRS, Budgets, Financial Statements, Finance, CPA, Strategic Planning, Staff Development, Team Building, Income Tax, Investment Portfolio, Mergers & Acquisitions, Stock Compensation, Fair Value, Valuation, Interest Rate..., Sarbanes-Oxley, Dodd-Frank, Financial Reporting, Auditing, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, SEC Filings
Education
University of Florida 2000 — 2001
Master's Degree, Accounting
University of Macau
Bachelor of Business Administration (B.B.A.), Accounting
Bank of Marin July 2013 - Present
Bank of Marin May 2008 - March 2013
Deloitte January 2002 - May 2008
Skills
Accounting, Financial Modeling, Internal Controls, GAAP, US GAAP, Financial Accounting, Forecasting, Banking, General Ledger, SEC filings, IFRS, Budgets, Financial Statements, Finance, CPA, Strategic Planning, Staff Development, Team Building, Income Tax, Investment Portfolio, Mergers & Acquisitions, Stock Compensation, Fair Value, Valuation, Interest Rate..., Sarbanes-Oxley, Dodd-Frank, Financial Reporting, Auditing, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, SEC Filings
Education
University of Florida 2000 — 2001
Master's Degree, Accounting
University of Macau
Bachelor of Business Administration (B.B.A.), Accounting
Jill Selden's Bank of Marin Experience October 2012 - Present
Job at
Industry Banking
Experience
Bank of Marin October 2012 - Present
Union Bank August 2011 - October 2012
Union Bank July 2010 - May 2012
Wells Fargo October 2008 - July 2010
Scripps Health June 1996 - April 2002
Skills
Client Relations Skills, Nurturing, Listener, Problem Solving, Logical Thinker, Project Management, Goal Oriented, Integrity, Banking, Program Management, Sales, CRM
Education
San Diego State University-California State University 1999 — 2002
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
The University of Texas at Austin 1990 — 1995
Bachelor of Science (B.S.), Nutrition Sciences
Bank of Marin October 2012 - Present
Union Bank August 2011 - October 2012
Union Bank July 2010 - May 2012
Wells Fargo October 2008 - July 2010
Scripps Health June 1996 - April 2002
Skills
Client Relations Skills, Nurturing, Listener, Problem Solving, Logical Thinker, Project Management, Goal Oriented, Integrity, Banking, Program Management, Sales, CRM
Education
San Diego State University-California State University 1999 — 2002
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
The University of Texas at Austin 1990 — 1995
Bachelor of Science (B.S.), Nutrition Sciences
Jim Foot's Bank of Marin Experience October 2014 - Present
Job Vice President & Commercial Banking Officer at Bank of Marin
Industry Banking
Experience
Bank of Marin October 2014 - Present
Mechanics Bank June 2010 - October 2014
Wells Fargo April 2003 - May 2010
GE Capital January 2000 - March 2003
Skills
Commercial Lending, Credit, Asset Based Lending, Commercial Banking, Credit Analysis, Real Estate, Portfolio Management, Mergers & Acquisitions, Small Business Lending, Banking, Underwriting, Treasury Management, Loan Origination, Commercial Mortgages, Mortgage Lending, Credit Risk, Lines Of Credit, Wealth Management, Loans, SBA, Consumer Lending, Mortgage Banking, Relationship Management
Education
Ohio Wesleyan University 1976 — 1980
Bachelor of Arts (B.A.), Economics and Political Science
Miramonte HS 1972 — 1976
Bank of Marin October 2014 - Present
Mechanics Bank June 2010 - October 2014
Wells Fargo April 2003 - May 2010
GE Capital January 2000 - March 2003
Skills
Commercial Lending, Credit, Asset Based Lending, Commercial Banking, Credit Analysis, Real Estate, Portfolio Management, Mergers & Acquisitions, Small Business Lending, Banking, Underwriting, Treasury Management, Loan Origination, Commercial Mortgages, Mortgage Lending, Credit Risk, Lines Of Credit, Wealth Management, Loans, SBA, Consumer Lending, Mortgage Banking, Relationship Management
Education
Ohio Wesleyan University 1976 — 1980
Bachelor of Arts (B.A.), Economics and Political Science
Miramonte HS 1972 — 1976
Augie Acuña's Bank of Marin Experience 2009 - 2010
Job Board Member at Petaluma People Services Center, Petaluma Valley Rotary, Petaluma Community Foundation
Industry Banking
Experience
Petaluma People Services Center, Petaluma Valley Rotary, Petaluma Community Foundation July 2009 - Present
Bank of Marin 2009 - 2010
Skills
Banking, Retail Banking, Consumer Lending, Branch Banking, Relationship Management
Education
University of San Francisco 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Petaluma People Services Center, Petaluma Valley Rotary, Petaluma Community Foundation July 2009 - Present
Bank of Marin 2009 - 2010
Skills
Banking, Retail Banking, Consumer Lending, Branch Banking, Relationship Management
Education
University of San Francisco 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Carole Reif's Bank of Marin Experience
Job Vice President, Sr. Consumer Loan Underwriter at Bank of Marin
Industry Banking
Experience
Bank of Marin
Skills
Customer Service, Banking, Loans, Commercial Banking, Credit, Commercial Lending, Lines Of Credit, Consumer Lending, Commercial Mortgages, Credit Analysis, Cash Management, Small Business Lending, Retail Banking, Internet Banking
Education
Sonoma State University 1970 — 1973
Bachelor's Degree, Sociology/Education/business, Teaching credential
Bank of Marin
Skills
Customer Service, Banking, Loans, Commercial Banking, Credit, Commercial Lending, Lines Of Credit, Consumer Lending, Commercial Mortgages, Credit Analysis, Cash Management, Small Business Lending, Retail Banking, Internet Banking
Education
Sonoma State University 1970 — 1973
Bachelor's Degree, Sociology/Education/business, Teaching credential
Terry Bartleman's Bank of Marin Experience October 2006 - April 2011
Job
Industry Insurance
Experience
Hayes Insurance Agency April 2013 - Present
Bank of Marin October 2006 - April 2011
Minto & Wilkie Insurance Agency March 2001 - November 2005
Skills
PowerPoint, English, Research, Windows, Photoshop, Teaching, HTML
Education
College of Marin 1975 — 1977
Business/Office Automation/Technology/Data Entry
Regional Occupational Program in Marin
Hayes Insurance Agency April 2013 - Present
Bank of Marin October 2006 - April 2011
Minto & Wilkie Insurance Agency March 2001 - November 2005
Skills
PowerPoint, English, Research, Windows, Photoshop, Teaching, HTML
Education
College of Marin 1975 — 1977
Business/Office Automation/Technology/Data Entry
Regional Occupational Program in Marin
Rich Ronsheimer's Bank of Marin Experience August 2005 - June 2012
Job
Industry Banking
Experience
Bank of Marin August 2005 - June 2012
Skills
Management, Leadership, Microsoft Office
Education
University of Washington (Pacific Coast Banking School) 1986 — 1988
Equivalent to Masters Degree, Banking, Honor Roll and Theis in Permant Library
California State University-Chico 1968 — 1970
Bachelor’s Degree, Business Administration and Management, General, 3.0
College of Marin 1966 — 1967
Associate’s Degree, lower division study, 2.5
Bank of Marin August 2005 - June 2012
Skills
Management, Leadership, Microsoft Office
Education
University of Washington (Pacific Coast Banking School) 1986 — 1988
Equivalent to Masters Degree, Banking, Honor Roll and Theis in Permant Library
California State University-Chico 1968 — 1970
Bachelor’s Degree, Business Administration and Management, General, 3.0
College of Marin 1966 — 1967
Associate’s Degree, lower division study, 2.5
Nicole Freed's Bank of Marin Experience May 2013 - November 2013
Job Operations Supervisor
Industry Marketing and Advertising
Experience
Bleu Marketing Solutions (SF / NY) November 2012 - Present
Fenix LIVE January 2013 - Present
Bank of Marin May 2013 - November 2013
Bank of Marin February 2012 - May 2013
Skills
Accounts Receivable, Inventory Management, Credit Cards, Accounts Payable, Project Management, Human Resources, Internal Audit, Cash Management, Billing Process, Invoice Processing, Microsoft Office, Executive..., Receptionist Duties, Supply Management, Facilities Operations, Point of Sale system
Education
Universal Classes 2014 — 2015
Basic Accounting and Bookkeeping, Accounting
Inver Hills Community College 2005 — 2008
Associate of Arts (A.A.), Legal Assistant/Paralegal, GPA 3.0
Bleu Marketing Solutions (SF / NY) November 2012 - Present
Fenix LIVE January 2013 - Present
Bank of Marin May 2013 - November 2013
Bank of Marin February 2012 - May 2013
Skills
Accounts Receivable, Inventory Management, Credit Cards, Accounts Payable, Project Management, Human Resources, Internal Audit, Cash Management, Billing Process, Invoice Processing, Microsoft Office, Executive..., Receptionist Duties, Supply Management, Facilities Operations, Point of Sale system
Education
Universal Classes 2014 — 2015
Basic Accounting and Bookkeeping, Accounting
Inver Hills Community College 2005 — 2008
Associate of Arts (A.A.), Legal Assistant/Paralegal, GPA 3.0
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank