Bank of San Francisco
Industry: Commercial bank
DescriptionHeadquarters: San Francisco, CA Founded: 2005
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Bank of San Francisco Employees
Employee
Years
Job
Industry
Lori (Elam) Gruber Lori (Elam) Gruber's Bank of San Francisco Experience August 2014 - Present
Job AVP, Assistant Controller at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco August 2014 - Present
Bank of San Francisco 2011 - Present
Tamalpais Bank(now part of Union Bank) March 2007 - February 2011
Tamalpais Bank March 2005 - March 2007
Tamalpais Bank March 2004 - March 2005
Tamalpais Bank March 2003 - March 2004
Salesforce.com June 2002 - October 2002
IWB & Company October 2000 - May 2001
Skills
General Ledger, Account Reconciliation, Financial Reporting, Accounts Payable, Accounting, Finance, QuickBooks, Banking, Fixed Assets, Process Improvement, Internal Controls, Analysis, Financial Statements, Strategic Financial..., Salesforce.com, Management, CPA, Outlook, Microsoft Excel, Loans, Payroll
Education
Università per Stranieri di Perugia 2001 — 2002
University of California, Santa Barbara 1996 — 2000
B.A., Business Economics with an emphasis in Accounting
Tamalpais High School 1993 — 1996
Bank of San Francisco August 2014 - Present
Bank of San Francisco 2011 - Present
Tamalpais Bank(now part of Union Bank) March 2007 - February 2011
Tamalpais Bank March 2005 - March 2007
Tamalpais Bank March 2004 - March 2005
Tamalpais Bank March 2003 - March 2004
Salesforce.com June 2002 - October 2002
IWB & Company October 2000 - May 2001
Skills
General Ledger, Account Reconciliation, Financial Reporting, Accounts Payable, Accounting, Finance, QuickBooks, Banking, Fixed Assets, Process Improvement, Internal Controls, Analysis, Financial Statements, Strategic Financial..., Salesforce.com, Management, CPA, Outlook, Microsoft Excel, Loans, Payroll
Education
Università per Stranieri di Perugia 2001 — 2002
University of California, Santa Barbara 1996 — 2000
B.A., Business Economics with an emphasis in Accounting
Tamalpais High School 1993 — 1996
Paul Krsek Paul Krsek's Bank of San Francisco Experience 2010 - September 2013
Job Founder and Managing Member 5T Wealth Management, LLC
Industry Financial Services
Experience
5T Wealth Management, LLC June 1998 - Present
5T Wealth Partners, LP April 2012 - Present
Bank of San Francisco 2010 - September 2013
Napa Community Bank 2000 - 2005
Skills
Family Office, Alternative Investments, Portfolio Management, Investments, Hedge Funds, Investment Strategies, Trading, Wealth Management, Mutual Funds, Investment Management, Due Diligence, Asset Management, Financial Planning, Private Equity, Investor Relations, Financial Advisory, Equities, Wealth Management..., Asset Allocation, Fund Of Funds, Venture Capital, Investment Advisory, High Net Worth..., Securities, Bonds, Financial Markets, Fixed Income, Capital Markets
Education
UCLA Anderson School of Management 1986 — 1987
Executive Program, Business Administration and Management, General
Shippensburg University of Pennsylvania
Bachelor of Science (BS), Sociology
5T Wealth Management, LLC June 1998 - Present
5T Wealth Partners, LP April 2012 - Present
Bank of San Francisco 2010 - September 2013
Napa Community Bank 2000 - 2005
Skills
Family Office, Alternative Investments, Portfolio Management, Investments, Hedge Funds, Investment Strategies, Trading, Wealth Management, Mutual Funds, Investment Management, Due Diligence, Asset Management, Financial Planning, Private Equity, Investor Relations, Financial Advisory, Equities, Wealth Management..., Asset Allocation, Fund Of Funds, Venture Capital, Investment Advisory, High Net Worth..., Securities, Bonds, Financial Markets, Fixed Income, Capital Markets
Education
UCLA Anderson School of Management 1986 — 1987
Executive Program, Business Administration and Management, General
Shippensburg University of Pennsylvania
Bachelor of Science (BS), Sociology
Chevonne Dozier Chevonne Dozier's Bank of San Francisco Experience September 1999 - April 2000
Job Operational Risk Consultant at Wells Fargo Bank, N.A.
Industry Commercial Real Estate
Experience
Wells Fargo Bank, N.A. September 2009 - Present
Wells Fargo September 2009 - June 2011
Wells Fargo February 2004 - September 2009
Union Bank 2000 - 2003
Bank of San Francisco September 1999 - April 2000
Skills
Regulatory Compliance, Operational Risk, Risk Analysis, Risk Management, Internal Audit, External Audit, Quality Auditing, Training & Development, Treasury Management, Loans, Commercial Banking, Real Estate, Banking, Microsoft Office, Help Desk Support, Sales Operations, Database Design
Education
University of Phoenix 2001 — 2003
BS, Business Administration and Management, General
City College of San Francisco
Wells Fargo Bank, N.A. September 2009 - Present
Wells Fargo September 2009 - June 2011
Wells Fargo February 2004 - September 2009
Union Bank 2000 - 2003
Bank of San Francisco September 1999 - April 2000
Skills
Regulatory Compliance, Operational Risk, Risk Analysis, Risk Management, Internal Audit, External Audit, Quality Auditing, Training & Development, Treasury Management, Loans, Commercial Banking, Real Estate, Banking, Microsoft Office, Help Desk Support, Sales Operations, Database Design
Education
University of Phoenix 2001 — 2003
BS, Business Administration and Management, General
City College of San Francisco
Gerry Klein Gerry Klein's Bank of San Francisco Experience June 2008 - March 2013
Job General Manager at KoKlein Inc.
Industry Building Materials
Experience
KoKlein April 2013 - Present
Bank of San Francisco June 2008 - March 2013
Wells Fargo Bank April 2005 - June 2008
California CarColor December 1990 - April 2001
First Interstate Bank 1981 - 1990
Skills
Commercial Banking, Banking, Credit Analysis, Management, Executive Management, Entrepreneurship, Sales, Portfolio Management, Small Business Lending, Asset Based Lending, Financial Analysis, Mergers & Acquisitions, Investments, Restructuring, Credit
Education
Portland State University - School of Business
Finance
KoKlein April 2013 - Present
Bank of San Francisco June 2008 - March 2013
Wells Fargo Bank April 2005 - June 2008
California CarColor December 1990 - April 2001
First Interstate Bank 1981 - 1990
Skills
Commercial Banking, Banking, Credit Analysis, Management, Executive Management, Entrepreneurship, Sales, Portfolio Management, Small Business Lending, Asset Based Lending, Financial Analysis, Mergers & Acquisitions, Investments, Restructuring, Credit
Education
Portland State University - School of Business
Finance
Vicky Renwick-Padilla Vicky Renwick-Padilla's Bank of San Francisco Experience November 1987 - February 1991
Job VP/Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Consumer Credit Card / Customer Marketing September 2013 - February 2015
Wells Fargo Enterprise Marketing - Merger Services October 2009 - May 2012
Wells Fargo Family Wealth Group September 2005 - October 2008
Wells Fargo Private Client Services September 2003 - September 2005
Wells Fargo March 1998 - September 2003
Wells Fargo February 1991 - March 1998
Bank of San Francisco November 1987 - February 1991
Wells Fargo Bank November 1977 - November 1987
Skills
Project Management, Office Management, Risk Management, Banking, Organization &..., Highly Detailed, Meeting, Conference and..., Management, Budgets, Marketing, Relationship Management, Mergers & Acquisitions, Loans, Portfolio Management
Education
University of Oregon 1979 — 1980
Business Administration
West Valley College 1977 — 1979
AA, Business Administration
Wells Fargo Consumer Credit Card / Customer Marketing September 2013 - February 2015
Wells Fargo Enterprise Marketing - Merger Services October 2009 - May 2012
Wells Fargo Family Wealth Group September 2005 - October 2008
Wells Fargo Private Client Services September 2003 - September 2005
Wells Fargo March 1998 - September 2003
Wells Fargo February 1991 - March 1998
Bank of San Francisco November 1987 - February 1991
Wells Fargo Bank November 1977 - November 1987
Skills
Project Management, Office Management, Risk Management, Banking, Organization &..., Highly Detailed, Meeting, Conference and..., Management, Budgets, Marketing, Relationship Management, Mergers & Acquisitions, Loans, Portfolio Management
Education
University of Oregon 1979 — 1980
Business Administration
West Valley College 1977 — 1979
AA, Business Administration
Mitchell Nomura's Bank of San Francisco Experience September 2015 - Present
Job Banking Executive
Industry Banking
Experience
Bank of San Francisco September 2015 - Present
RPM Mortgage, Inc. November 2013 - August 2015
RPM Mortgage Inc August 2012 - October 2013
Bank of Hawaii February 2010 - July 2012
City National Bank 2008 - 2010
GMAC Bank 2007 - 2008
GMAC Residential Funding Corporation 2005 - 2007
Residential Funding Corporation 1998 - 2005
Sanwa Bank California 1989 - 1998
Bank of America 1986 - 1989
Skills
Credit, Commercial Credit, Commercial Banking, Internal Audit, Vendor Management, Counterparty Risk, Warehouse Lending, Relationship Management, Asset Based Lending, Banking, Credit Analysis, Financial Services, Loans, Credit Risk, Financial Risk, Mortgage Banking, Mortgage Lending, Risk Management, Underwriting
Education
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1986
MBA, Finance
University of Hawaii - Shidler College of Business 1978 — 1982
BBA, Management
Bank of San Francisco September 2015 - Present
RPM Mortgage, Inc. November 2013 - August 2015
RPM Mortgage Inc August 2012 - October 2013
Bank of Hawaii February 2010 - July 2012
City National Bank 2008 - 2010
GMAC Bank 2007 - 2008
GMAC Residential Funding Corporation 2005 - 2007
Residential Funding Corporation 1998 - 2005
Sanwa Bank California 1989 - 1998
Bank of America 1986 - 1989
Skills
Credit, Commercial Credit, Commercial Banking, Internal Audit, Vendor Management, Counterparty Risk, Warehouse Lending, Relationship Management, Asset Based Lending, Banking, Credit Analysis, Financial Services, Loans, Credit Risk, Financial Risk, Mortgage Banking, Mortgage Lending, Risk Management, Underwriting
Education
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1986
MBA, Finance
University of Hawaii - Shidler College of Business 1978 — 1982
BBA, Management
Bryce Goodman Bryce Goodman's Bank of San Francisco Experience 2007 - 2007
Job CoFounder, BlueOak Resources
Industry Information Technology and Services
Experience
Singularity University January 2015 - Present
BlueOak Resources 2010 - Present
The Angel Forum January 2015 - July 2015
Silicon Valley Toxic Coalition 2012 - 2014
Mitsubishi UFJ Financial Group, Inc. 2010 - 2011
University of Oxford 2009 - 2010
X PRIZE Foundation 2009 - 2009
Bank of San Francisco 2007 - 2007
Kartemquin Educational Films 2006 - 2007
Skills
Research, Strategic Planning, Start-ups, Entrepreneurship, Business Strategy, Social Media, Data Analysis, Editing, Public Speaking, Microsoft Office, Corporate Social..., Strategy, Business Planning, Public Relations, Nonprofits, Negotiation, Management Consulting, Imagination, Team Leadership, Spanish, Analysis
Education
Singularity University 2010 — 2010
Technology Entrepreneurship
University of Oxford 2007 — 2010
BA, Politics, Philosophy and Economics
SOLO Wilderness Medicine 2007 — 2007
Wilderness Emergency Medical Technician (W-EMT & EMT-B)
Deep Springs College 2004 — 2006
AA, Reading and Riding
Singularity University January 2015 - Present
BlueOak Resources 2010 - Present
The Angel Forum January 2015 - July 2015
Silicon Valley Toxic Coalition 2012 - 2014
Mitsubishi UFJ Financial Group, Inc. 2010 - 2011
University of Oxford 2009 - 2010
X PRIZE Foundation 2009 - 2009
Bank of San Francisco 2007 - 2007
Kartemquin Educational Films 2006 - 2007
Skills
Research, Strategic Planning, Start-ups, Entrepreneurship, Business Strategy, Social Media, Data Analysis, Editing, Public Speaking, Microsoft Office, Corporate Social..., Strategy, Business Planning, Public Relations, Nonprofits, Negotiation, Management Consulting, Imagination, Team Leadership, Spanish, Analysis
Education
Singularity University 2010 — 2010
Technology Entrepreneurship
University of Oxford 2007 — 2010
BA, Politics, Philosophy and Economics
SOLO Wilderness Medicine 2007 — 2007
Wilderness Emergency Medical Technician (W-EMT & EMT-B)
Deep Springs College 2004 — 2006
AA, Reading and Riding
Joan Bolduc Joan Bolduc's Bank of San Francisco Experience October 2007 - April 2012
Job Caregiver at Seniors Helping Seniors
Industry Consumer Services
Experience
Seniors Helping Seniors July 2015 - Present
Venice Family Clinic January 2015 - Present
UCLA Extension September 2014 - Present
Pacific Commerce Bank June 2012 - July 2014
Bank Clients April 2012 - June 2012
Bank of San Francisco October 2007 - April 2012
Greater Bay Bank October 2002 - October 2007
CivicBank of Commerce July 2000 - August 2002
Greater Bay Bank June 2000 - August 2002
Cameron-Jones Realtors/Citizens Realty January 1998 - January 2000
Skills
Compliance, Customer Relations, Team Building, Problem Solving, Risk Assessment, Banking, Vendor Management, Real Estate Transactions, Property Management, Project Coordination, Customer Service, Risk Management, Project Management, Cash Management, Bank Secrecy Act, Information Security, Retail Banking, Branch Administration, Core Banking, Client Service Oriented, IT Operations, Treasury Management, Operations Management, Leadership, Commercial Banking, Training, Loans, Management, Client Services
Education
UCLA Extension 2014 — 2015
Patient Advocacy
University of California, Berkeley
BA, Sociology
Seniors Helping Seniors July 2015 - Present
Venice Family Clinic January 2015 - Present
UCLA Extension September 2014 - Present
Pacific Commerce Bank June 2012 - July 2014
Bank Clients April 2012 - June 2012
Bank of San Francisco October 2007 - April 2012
Greater Bay Bank October 2002 - October 2007
CivicBank of Commerce July 2000 - August 2002
Greater Bay Bank June 2000 - August 2002
Cameron-Jones Realtors/Citizens Realty January 1998 - January 2000
Skills
Compliance, Customer Relations, Team Building, Problem Solving, Risk Assessment, Banking, Vendor Management, Real Estate Transactions, Property Management, Project Coordination, Customer Service, Risk Management, Project Management, Cash Management, Bank Secrecy Act, Information Security, Retail Banking, Branch Administration, Core Banking, Client Service Oriented, IT Operations, Treasury Management, Operations Management, Leadership, Commercial Banking, Training, Loans, Management, Client Services
Education
UCLA Extension 2014 — 2015
Patient Advocacy
University of California, Berkeley
BA, Sociology
Bill Mann Bill Mann's Bank of San Francisco Experience 1993 - 1995
Job President at Blue Mountain, Repair and Restoration Division Construction, HVAC, Plumbing, Electrical and Roofing
Industry Construction
Experience
Blue Mountain, Repair and Restoration Division June 2013 - Present
A.C. Enterprises December 2011 - June 2013
Draeger Construction October 1999 - December 2011
Rebuilding Together San Francisco 2002 - 2009
Imperial Bank October 1994 - October 1999
Community Association Institue 1993 - 1995
Bank of San Francisco 1993 - 1995
Condominium Management 1986 - 1992
Skills
Construction, Construction Management, Contract Negotiation, Budgets, Renovation, Contractors, Strategic Planning, Process Scheduler, Project Management, Contract Management, Pre-construction, Restoration, Facilities Management, Negotiation, Residential Homes, Management, Subcontracting, Property Management, Value Engineering, Real Estate, Team Building, Condos, Concrete, Project Planning, Project Estimation, Project Bidding, LEED, Green Building, Change Orders, Tenant Improvement, Design-Build, Waterproofing, Real Estate Development, Submittals, CPM Scheduling, Building Materials, Constructability, Roofers, Carpentry, Cost Control, LEED AP, Apartments, Entitlements, Custom Homes, Materials, Land Development, Masonry, Association Management, Plumbing, Construction Safety
Education
California State University-Sacramento 1979 — 1995
Miramonte High School 1976 — 1979
General
Blue Mountain, Repair and Restoration Division June 2013 - Present
A.C. Enterprises December 2011 - June 2013
Draeger Construction October 1999 - December 2011
Rebuilding Together San Francisco 2002 - 2009
Imperial Bank October 1994 - October 1999
Community Association Institue 1993 - 1995
Bank of San Francisco 1993 - 1995
Condominium Management 1986 - 1992
Skills
Construction, Construction Management, Contract Negotiation, Budgets, Renovation, Contractors, Strategic Planning, Process Scheduler, Project Management, Contract Management, Pre-construction, Restoration, Facilities Management, Negotiation, Residential Homes, Management, Subcontracting, Property Management, Value Engineering, Real Estate, Team Building, Condos, Concrete, Project Planning, Project Estimation, Project Bidding, LEED, Green Building, Change Orders, Tenant Improvement, Design-Build, Waterproofing, Real Estate Development, Submittals, CPM Scheduling, Building Materials, Constructability, Roofers, Carpentry, Cost Control, LEED AP, Apartments, Entitlements, Custom Homes, Materials, Land Development, Masonry, Association Management, Plumbing, Construction Safety
Education
California State University-Sacramento 1979 — 1995
Miramonte High School 1976 — 1979
General
Jon Y. Hatakeyama, DDS Jon Y. Hatakeyama, DDS's Bank of San Francisco Experience March 2010 - Present
Job Editor/Editorial Staff of SCCDS "Cutting Edge Newsletter
Industry Financial Services
Experience
Santa Clara County Dental Society January 2013 - Present
Santa Clara County Dental Society October 2011 - Present
Bank of San Francisco March 2010 - Present
Partners In Wine January 2007 - Present
San Pedro Nature Trails Volunteers March 1990 - Present
Teachers Aid Coalition April 1989 - Present
Jon Y. Hatakeyama, DDS INC. July 1975 - Present
Evergreen Devlepement Inc. July 1975 - Present
Skills
Event Management, Non-profits, Customer Relations, Social Media Marketing, Social Media, Public Relations, Aesthetics, Team Building, Product Development, Entrepreneur, Editing, Entrepreneurship, Public Speaking, Program Management, Fundraising, Dentistry, Start-ups, Social Networking, Nonprofits, Management, Small Business, Leadership, Marketing, Strategic Planning, Customer Service, Business Development, Sales
Education
Fresno State College
University of California, San Francisco
BS, DDS, Dentistry
Santa Clara County Dental Society January 2013 - Present
Santa Clara County Dental Society October 2011 - Present
Bank of San Francisco March 2010 - Present
Partners In Wine January 2007 - Present
San Pedro Nature Trails Volunteers March 1990 - Present
Teachers Aid Coalition April 1989 - Present
Jon Y. Hatakeyama, DDS INC. July 1975 - Present
Evergreen Devlepement Inc. July 1975 - Present
Skills
Event Management, Non-profits, Customer Relations, Social Media Marketing, Social Media, Public Relations, Aesthetics, Team Building, Product Development, Entrepreneur, Editing, Entrepreneurship, Public Speaking, Program Management, Fundraising, Dentistry, Start-ups, Social Networking, Nonprofits, Management, Small Business, Leadership, Marketing, Strategic Planning, Customer Service, Business Development, Sales
Education
Fresno State College
University of California, San Francisco
BS, DDS, Dentistry
Como Shin Como Shin's Bank of San Francisco Experience June 2010 - May 2011
Job Global Finance Intern at Colgate Palmolive
Industry Accounting
Experience
Colgate Palmolive June 2014 - December 2014
Zicklin School of Business August 2013 - May 2014
Bay Area Development Company September 2011 - January 2012
Bank of San Francisco June 2010 - May 2011
The Daily Californian February 2010 - May 2011
Skills
Accounting, Financial Analysis, Financial Statement..., Market Research, Customer Service, Microsoft Office, Financial Accounting, Tax Returns, Credit Analysis, Risk Analysis, QuickBooks, Financial Modeling, Budgets, Cash Flow, Financial Reporting, PowerPoint, Finance, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Science (MS), Accountancy, 3.85
University of California, Berkeley, Haas School of Business 2009 — 2011
Bachelor of Science (BS), Business Administration, 3.55
Colgate Palmolive June 2014 - December 2014
Zicklin School of Business August 2013 - May 2014
Bay Area Development Company September 2011 - January 2012
Bank of San Francisco June 2010 - May 2011
The Daily Californian February 2010 - May 2011
Skills
Accounting, Financial Analysis, Financial Statement..., Market Research, Customer Service, Microsoft Office, Financial Accounting, Tax Returns, Credit Analysis, Risk Analysis, QuickBooks, Financial Modeling, Budgets, Cash Flow, Financial Reporting, PowerPoint, Finance, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Science (MS), Accountancy, 3.85
University of California, Berkeley, Haas School of Business 2009 — 2011
Bachelor of Science (BS), Business Administration, 3.55
Emily Kruger's Bank of San Francisco Experience March 2014 - December 2014
Job at
Industry Financial Services
Experience
Self Employed January 2015 - Present
Bank of San Francisco March 2014 - December 2014
Bank of San Francisco December 2012 - March 2014
Circle Bank August 2012 - November 2012
Circle Bank September 2011 - August 2012
Circle Bank February 2011 - September 2011
Circle Bank June 2010 - February 2011
Willow Tree Stables May 2007 - May 2010
Golden State Lumber, Inc May 2006 - December 2006
Skills
Financial Analysis, Underwriting, Banking, Credit Analysis, Loans, Credit, Customer Service, Strategic Planning, Team Building, Small Business Lending, Microsoft Office, Commercial Banking, Lines Of Credit, Commercial Lending, Management, Cash Management
Education
California State University-Chico 2004 — 2009
B.A, International Economics 2010
Self Employed January 2015 - Present
Bank of San Francisco March 2014 - December 2014
Bank of San Francisco December 2012 - March 2014
Circle Bank August 2012 - November 2012
Circle Bank September 2011 - August 2012
Circle Bank February 2011 - September 2011
Circle Bank June 2010 - February 2011
Willow Tree Stables May 2007 - May 2010
Golden State Lumber, Inc May 2006 - December 2006
Skills
Financial Analysis, Underwriting, Banking, Credit Analysis, Loans, Credit, Customer Service, Strategic Planning, Team Building, Small Business Lending, Microsoft Office, Commercial Banking, Lines Of Credit, Commercial Lending, Management, Cash Management
Education
California State University-Chico 2004 — 2009
B.A, International Economics 2010
David Neagle David Neagle's Bank of San Francisco Experience October 2008 - January 2012
Job Senior Vice President at Presidio Bank
Industry Banking
Experience
Presidio Bank December 2011 - Present
Bank of San Francisco October 2008 - January 2012
TMC Development April 2005 - September 2008
Skills
Small Business Lending, Commercial Lending, Business Development, Banking, Commercial Banking, Credit Analysis, Finance, Leadership, Loans, Commercial Mortgages, Credit, Asset Based Lending, Lines Of Credit, Financial Analysis, Portfolio Management
Education
Golden Gate University
Masters Degree, Finance
University of California, San Diego 1974 — 1979
Bachelor of Science, Economics
Bellarmine College Preparatory
Our Lady of Mercy
Presidio Bank December 2011 - Present
Bank of San Francisco October 2008 - January 2012
TMC Development April 2005 - September 2008
Skills
Small Business Lending, Commercial Lending, Business Development, Banking, Commercial Banking, Credit Analysis, Finance, Leadership, Loans, Commercial Mortgages, Credit, Asset Based Lending, Lines Of Credit, Financial Analysis, Portfolio Management
Education
Golden Gate University
Masters Degree, Finance
University of California, San Diego 1974 — 1979
Bachelor of Science, Economics
Bellarmine College Preparatory
Our Lady of Mercy
Ken Chu's Bank of San Francisco Experience July 2008 - July 2011
Job Specialist Financial Analyst at Hitachi Data Systems
Industry Financial Services
Experience
Hitachi Data Systems 2015 - Present
Hitachi Data Systems 2013 - 2015
Cypress Semiconductor January 2012 - June 2013
Bank of San Francisco July 2008 - July 2011
Merrill Lynch 2008 - 2008
Skills
Financial Accounting, Financial Analysis, Cash Flow, Strategic Financial..., Vlookup, PowerPoint, Excel, Essbase, Financial Planning, Financial Reporting, Brio, Brio Query, Credit Analysis, Tax Accounting, R, SQL, Matlab, Word, Mac OS X, Windows 7, Market Research, Competitive Analysis, Research, Credit, Mandarin, Microsoft Office, Accounting, Outlook, Cash Flow Lending, Oracle Applications, Oracle Financials, Finance, Forecasting, Analysis, Financial Forecasting, Financial Modeling, Process Improvement, Microsoft Excel, Corporate Finance, Budgets, Data Analysis
Education
University of California, Berkeley
B.S., Applied Economics
Santa Clara University - Leavey School of Business
MBA, Concentration in Finance
Taipei American School
Hitachi Data Systems 2015 - Present
Hitachi Data Systems 2013 - 2015
Cypress Semiconductor January 2012 - June 2013
Bank of San Francisco July 2008 - July 2011
Merrill Lynch 2008 - 2008
Skills
Financial Accounting, Financial Analysis, Cash Flow, Strategic Financial..., Vlookup, PowerPoint, Excel, Essbase, Financial Planning, Financial Reporting, Brio, Brio Query, Credit Analysis, Tax Accounting, R, SQL, Matlab, Word, Mac OS X, Windows 7, Market Research, Competitive Analysis, Research, Credit, Mandarin, Microsoft Office, Accounting, Outlook, Cash Flow Lending, Oracle Applications, Oracle Financials, Finance, Forecasting, Analysis, Financial Forecasting, Financial Modeling, Process Improvement, Microsoft Excel, Corporate Finance, Budgets, Data Analysis
Education
University of California, Berkeley
B.S., Applied Economics
Santa Clara University - Leavey School of Business
MBA, Concentration in Finance
Taipei American School
Joe DeLucchi Joe DeLucchi's Bank of San Francisco Experience January 2014 - Present
Job
Industry Insurance
Experience
CAL Insurance & Associates, Inc. July 1998 - Present
Provisors January 2006 - Present
Bank of San Francisco January 2014 - Present
Skills
Insurance Product..., Risk & Claim Management, Specialty Liability:..., Workers Compensation, General Liability, Non-profits, Manufacturing, Professional Services, Investment Properties, Fiduciary Liability, Insurance, Professional Liability, D&O, Liability, Real Estate, Small Business, Negotiation, Start-ups, Complex Insurance..., Pollution Legal..., Microbreweries & Brew..., Food & Beverage Industry, Property, Property & Casualty..., Risk Management, Commercial Insurance, Employment Practices..., Legal Liability, Fiduciary, Marketing, Management, Employee Benefits, Nonprofits, Leadership, Strategic Planning, Sales, Brokers, Underwriting, Due Diligence, Customer Service, Strategic Partnerships
Education
Santa Clara University 1994 — 1998
B.S., Marketing
Santa Clara University - Leavey School of Business 1994 — 1998
Bachelor of Science, Marketing
St. Ignatius 1990 — 1994
CAL Insurance & Associates, Inc. July 1998 - Present
Provisors January 2006 - Present
Bank of San Francisco January 2014 - Present
Skills
Insurance Product..., Risk & Claim Management, Specialty Liability:..., Workers Compensation, General Liability, Non-profits, Manufacturing, Professional Services, Investment Properties, Fiduciary Liability, Insurance, Professional Liability, D&O, Liability, Real Estate, Small Business, Negotiation, Start-ups, Complex Insurance..., Pollution Legal..., Microbreweries & Brew..., Food & Beverage Industry, Property, Property & Casualty..., Risk Management, Commercial Insurance, Employment Practices..., Legal Liability, Fiduciary, Marketing, Management, Employee Benefits, Nonprofits, Leadership, Strategic Planning, Sales, Brokers, Underwriting, Due Diligence, Customer Service, Strategic Partnerships
Education
Santa Clara University 1994 — 1998
B.S., Marketing
Santa Clara University - Leavey School of Business 1994 — 1998
Bachelor of Science, Marketing
St. Ignatius 1990 — 1994
Lokesh Agoramurthy's Bank of San Francisco Experience August 2015 - Present
Job Relationship Manager, AVP at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco August 2015 - Present
East West Bank December 2014 - August 2015
East West Bank December 2011 - December 2014
East West Bank January 2011 - December 2011
East West Bank September 2009 - January 2011
Skills
Equities, Bonds, Mutual Funds, US Treasuries, Options, CAPM, Fundamental Analysis, Microsoft Office, SQL, Java, Accounting, Economics, Banking, Credit, Investments, Underwriting
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Quantitative Economics
Bank of San Francisco August 2015 - Present
East West Bank December 2014 - August 2015
East West Bank December 2011 - December 2014
East West Bank January 2011 - December 2011
East West Bank September 2009 - January 2011
Skills
Equities, Bonds, Mutual Funds, US Treasuries, Options, CAPM, Fundamental Analysis, Microsoft Office, SQL, Java, Accounting, Economics, Banking, Credit, Investments, Underwriting
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts (B.A.), Quantitative Economics
ELIZABETH CRILLY ELIZABETH CRILLY's Bank of San Francisco Experience 1980 - 1991
Job Owner of The Project Company
Industry Financial Services
Experience
The Project Company November 2001 - Present
Bank of Alameda is now part of Bank of Marin June 2012 - April 2014
Pacific Commonwealth Bank, IO 2007 - 2009
The Private Bank of the Peninsula 2005 - 2006
California Bank of Commerce 2005 - 2005
Sand Hill Global Advisors, LLC 2002 - 2005
Mission National Bank 2002 - 2003
Commercial Bank of San Francisco 1992 - 1999
Bank of San Francisco 1980 - 1991
Skills
Organizational..., Policy Analysis, Efficiency Improvement, Internal Controls, Banking, Risk Management, Financial Reporting, Restructuring, Policy, Compliance, Management Consulting, Credit, Risk Assessment, Start-ups, Finance, Performance Improvement, Management
Education
Avila University 1973 — 1975
BA
The Project Company November 2001 - Present
Bank of Alameda is now part of Bank of Marin June 2012 - April 2014
Pacific Commonwealth Bank, IO 2007 - 2009
The Private Bank of the Peninsula 2005 - 2006
California Bank of Commerce 2005 - 2005
Sand Hill Global Advisors, LLC 2002 - 2005
Mission National Bank 2002 - 2003
Commercial Bank of San Francisco 1992 - 1999
Bank of San Francisco 1980 - 1991
Skills
Organizational..., Policy Analysis, Efficiency Improvement, Internal Controls, Banking, Risk Management, Financial Reporting, Restructuring, Policy, Compliance, Management Consulting, Credit, Risk Assessment, Start-ups, Finance, Performance Improvement, Management
Education
Avila University 1973 — 1975
BA
Reina Contreras Reina Contreras's Bank of San Francisco Experience August 2014 - Present
Job Senior Residential Loan Processor at Bank of San Francisco
Industry Financial Services
Experience
Bank of San Francisco August 2014 - Present
Wells Fargo May 2011 - August 2014
Wells Fargo February 2010 - May 2011
Bay Equity, LLC November 2009 - January 2010
Wachovia, A Wells Fargo Company September 2008 - July 2009
World Savings June 2005 - September 2008
Pacific National Bank December 1999 - June 2005
Skills
Banking, Loans, Mortgage Lending, Portfolio Management, Leadership, Management, Auditing, Insurance, Underwriting, Accounting, Customer Service, Software Documentation, REO, Real Estate, Microsoft Excel, Credit, Mortgage Banking
Education
City College of San Francisco
Associate's Degree, Business/Accounting
Bank of San Francisco August 2014 - Present
Wells Fargo May 2011 - August 2014
Wells Fargo February 2010 - May 2011
Bay Equity, LLC November 2009 - January 2010
Wachovia, A Wells Fargo Company September 2008 - July 2009
World Savings June 2005 - September 2008
Pacific National Bank December 1999 - June 2005
Skills
Banking, Loans, Mortgage Lending, Portfolio Management, Leadership, Management, Auditing, Insurance, Underwriting, Accounting, Customer Service, Software Documentation, REO, Real Estate, Microsoft Excel, Credit, Mortgage Banking
Education
City College of San Francisco
Associate's Degree, Business/Accounting
Lia Economopoulos Lia Economopoulos's Bank of San Francisco Experience January 2015 - Present
Job Vice President, Relationship Manager at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco January 2015 - Present
Union Bank April 2010 - January 2015
Tamalpais Bank October 2004 - April 2010
Bank of America October 1993 - June 2004
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Branch Management, Relationship Management, Credit, Retail Banking, Loans, Banking, Lines Of Credit, Cash Management, Risk Management, Business Relationship..., Operational Risk, Loan Origination, Mortgage Banking
Education
Sonoma State University 1993 — 1996
Business Administration
Bank of San Francisco January 2015 - Present
Union Bank April 2010 - January 2015
Tamalpais Bank October 2004 - April 2010
Bank of America October 1993 - June 2004
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Branch Management, Relationship Management, Credit, Retail Banking, Loans, Banking, Lines Of Credit, Cash Management, Risk Management, Business Relationship..., Operational Risk, Loan Origination, Mortgage Banking
Education
Sonoma State University 1993 — 1996
Business Administration
John Dzida John Dzida's Bank of San Francisco Experience February 2015 - Present
Job Vice President at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco February 2015 - Present
Stanford Federal Credit Union December 2012 - February 2015
Mechanics Bank December 2010 - December 2012
Mechanics Bank March 2010 - December 2010
Mechanics Bank March 2007 - February 2010
San Francisco Department of Elections November 2005 - November 2006
Japan Exchange & Teaching Programme August 2003 - July 2005
Skills
Credit Analysis, C&I Lending, Cash Flow, Commercial Banking, Commercial Lending, Community Banking, Non-profits, Strategy Development, Strategic Planning, Team Leadership, Public Speaking, International Relations, Asia Pacific, Japan, Latin America, Mexico, Spain, Croatia, Financial Analysis, Program Management, Strategy, Management, Risk Management, Analysis, Leadership, Portfolio Management, Credit, Nonprofits, Loans, Finance, Banking
Education
University of San Francisco - Masagung Graduate School of Management 2007 — 2010
Master of Business Administration (M.B.A.), Business, Finance, 3.85
University of San Francisco 2005 — 2007
Master of Arts (M.A.), Asia & Pacific Studies, 3.91
University of San Diego 1999 — 2003
Bachelor of Arts (B.A.), International Relations, Spanish, Economics
La Fundación Ortega y Gasset 2001 — 2002
Study Abroad, Spanish
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 2001 — 2001
Study Abroad, Spanish
Edison High School 1995 — 1999
High School Diploma
Bank of San Francisco February 2015 - Present
Stanford Federal Credit Union December 2012 - February 2015
Mechanics Bank December 2010 - December 2012
Mechanics Bank March 2010 - December 2010
Mechanics Bank March 2007 - February 2010
San Francisco Department of Elections November 2005 - November 2006
Japan Exchange & Teaching Programme August 2003 - July 2005
Skills
Credit Analysis, C&I Lending, Cash Flow, Commercial Banking, Commercial Lending, Community Banking, Non-profits, Strategy Development, Strategic Planning, Team Leadership, Public Speaking, International Relations, Asia Pacific, Japan, Latin America, Mexico, Spain, Croatia, Financial Analysis, Program Management, Strategy, Management, Risk Management, Analysis, Leadership, Portfolio Management, Credit, Nonprofits, Loans, Finance, Banking
Education
University of San Francisco - Masagung Graduate School of Management 2007 — 2010
Master of Business Administration (M.B.A.), Business, Finance, 3.85
University of San Francisco 2005 — 2007
Master of Arts (M.A.), Asia & Pacific Studies, 3.91
University of San Diego 1999 — 2003
Bachelor of Arts (B.A.), International Relations, Spanish, Economics
La Fundación Ortega y Gasset 2001 — 2002
Study Abroad, Spanish
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 2001 — 2001
Study Abroad, Spanish
Edison High School 1995 — 1999
High School Diploma
Deirdre M. Smith Deirdre M. Smith's Bank of San Francisco Experience 1989 - 1991
Job Senior Finance and Account Management Professional
Industry Information Technology and Services
Experience
Verizon, MCI 1992 - 2002
Bank of San Francisco 1989 - 1991
Skills
Customer Service, Strategic Planning, Sales Management, Sales, Leadership, Account Management, Sales Operations, Contract Negotiation
Education
Pepperdine University 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Marketing
Pomona College
Bachelor’s Degree, Economics
Verizon, MCI 1992 - 2002
Bank of San Francisco 1989 - 1991
Skills
Customer Service, Strategic Planning, Sales Management, Sales, Leadership, Account Management, Sales Operations, Contract Negotiation
Education
Pepperdine University 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Marketing
Pomona College
Bachelor’s Degree, Economics
Samuel M Clonmell Samuel M Clonmell's Bank of San Francisco Experience May 2015 - Present
Job Residential Lending Consultant (RLC) at Bank of San Francisco
Industry Real Estate
Experience
Bank of San Francisco May 2015 - Present
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
Nassau Community College
Business
Westbury High School
Bank of San Francisco May 2015 - Present
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
Nassau Community College
Business
Westbury High School
Kelly McCown (Business Immigration Attorney)'s Bank of San Francisco Experience November 2007 - Present
Job Immigration Lawyer, McCown & Evans LLP
Industry Law Practice
Experience
Bank of San Francisco November 2007 - Present
McCown & Evans LLP 2003 - Present
Tafapolsky, Smith, Evans & McCown LLP 2001 - 2003
Pearl Law Group 1998 - 2001
Van Der Hout, Brigagliano, & Nightingale LLP 1994 - 1998
Gap Inc. 1985 - 1989
Skills
Immigration Law, Foreign Languages, Helping Clients Succeed, Experience working with..., Legal Research, Visas, Legal Writing, Immigration Issues, Legal Assistance, Legal Advice, Start-ups, Entrepreneurship, Citizenship, Litigation, H-1B, Appeals, Adjustment Of Status, Labor Certification, I-9 Compliance, Mergers & Acquisitions
Education
University of California, Berkeley - School of Law 1990 — 1993
J.D., Law
Stanford University 1981 — 1985
B.A., International Relations
Bank of San Francisco November 2007 - Present
McCown & Evans LLP 2003 - Present
Tafapolsky, Smith, Evans & McCown LLP 2001 - 2003
Pearl Law Group 1998 - 2001
Van Der Hout, Brigagliano, & Nightingale LLP 1994 - 1998
Gap Inc. 1985 - 1989
Skills
Immigration Law, Foreign Languages, Helping Clients Succeed, Experience working with..., Legal Research, Visas, Legal Writing, Immigration Issues, Legal Assistance, Legal Advice, Start-ups, Entrepreneurship, Citizenship, Litigation, H-1B, Appeals, Adjustment Of Status, Labor Certification, I-9 Compliance, Mergers & Acquisitions
Education
University of California, Berkeley - School of Law 1990 — 1993
J.D., Law
Stanford University 1981 — 1985
B.A., International Relations
Martin Lipman Martin Lipman's Bank of San Francisco Experience March 2013 - September 2013
Job Professor of Real Estate
Industry Higher Education
Experience
Mendocino College January 2014 - Present
Bank of San Francisco March 2013 - September 2013
Loan-Ranger, Inc. 1995 - February 2013
MLR Associates January 1992 - December 1994
John M. Grubb Realtors January 1989 - March 1991
Skills
Investment Properties, Real Estate, Residential Homes, Sellers, Investments, Loans, Sales, Mergers & Acquisitions, Buyers, Short Sales, Disposition, REO, First Time Home Buyers, Loan Servicing, Financial Analysis, Purchasing, Strategic Planning, Customer Service, Negotiation, Marketing, Banking, Small Business Lending, Team Building, Loan Origination, Underwriting, Refinance, Mortgage Lending, Real Estate Financing, 1031 Exchanges, Commercial Lending, Credit, Credit Analysis, VA loans, FHA financing
Education
Sonoma State University 2010 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Santa Rosa Junior College 2007 — 2008
AA, Business Administration
Mendocino College January 2014 - Present
Bank of San Francisco March 2013 - September 2013
Loan-Ranger, Inc. 1995 - February 2013
MLR Associates January 1992 - December 1994
John M. Grubb Realtors January 1989 - March 1991
Skills
Investment Properties, Real Estate, Residential Homes, Sellers, Investments, Loans, Sales, Mergers & Acquisitions, Buyers, Short Sales, Disposition, REO, First Time Home Buyers, Loan Servicing, Financial Analysis, Purchasing, Strategic Planning, Customer Service, Negotiation, Marketing, Banking, Small Business Lending, Team Building, Loan Origination, Underwriting, Refinance, Mortgage Lending, Real Estate Financing, 1031 Exchanges, Commercial Lending, Credit, Credit Analysis, VA loans, FHA financing
Education
Sonoma State University 2010 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Santa Rosa Junior College 2007 — 2008
AA, Business Administration
Paul Barenfus Paul Barenfus's Bank of San Francisco Experience January 2014 - Present
Job SVP/Commercial Banking Manager at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco January 2014 - Present
Sterling Bank (merged with Umpqua Bank) October 2010 - December 2013
Tamalpais Bank (acquired by Union Bank) August 2006 - July 2010
Morgan Stanley January 2004 - April 2005
Heritage Bank of Commerce November 2000 - January 2004
Skills
Credit, Banking, Loans, Commercial Banking, Financial Analysis, Cash Management, Lines Of Credit, Commercial Mortgages, Finance, Financial Services, Commercial Lending, Business Strategy, Management, Credit Analysis, Small Business Lending
Education
San Francisco State University, College of Business 2003 — 2005
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Pacific Coast Banking School 2013 — 2015
Masters Level
CSUEB
Bachelor of Business Administration (BBA), Finance, General
San Diego State University-California State University
BS, Finance
Bank of San Francisco January 2014 - Present
Sterling Bank (merged with Umpqua Bank) October 2010 - December 2013
Tamalpais Bank (acquired by Union Bank) August 2006 - July 2010
Morgan Stanley January 2004 - April 2005
Heritage Bank of Commerce November 2000 - January 2004
Skills
Credit, Banking, Loans, Commercial Banking, Financial Analysis, Cash Management, Lines Of Credit, Commercial Mortgages, Finance, Financial Services, Commercial Lending, Business Strategy, Management, Credit Analysis, Small Business Lending
Education
San Francisco State University, College of Business 2003 — 2005
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Pacific Coast Banking School 2013 — 2015
Masters Level
CSUEB
Bachelor of Business Administration (BBA), Finance, General
San Diego State University-California State University
BS, Finance
Valerie Santori Valerie Santori's Bank of San Francisco Experience April 1991 - April 1995
Job Retired
Industry Investment Banking
Experience
Golden Gate Yacht Club Youth Sailing Foundation September 2007 - August 2014
Dickinson Capital Management LLC March 2006 - January 2007
Chase Manhattan Private Bank April 1995 - June 1999
Bank of San Francisco April 1991 - April 1995
Skills
Project Management, Event Management, Property Management, Fundraising, Marketing, Investments, photography, Microsoft Office, Adobe Creative Suite, Financial Software, Entrepreneurship, Public Relations, Start-ups, Accounting Applications, Photography
Education
San Francisco State University
BS, Financial Services, Economics
Golden Gate Yacht Club Youth Sailing Foundation September 2007 - August 2014
Dickinson Capital Management LLC March 2006 - January 2007
Chase Manhattan Private Bank April 1995 - June 1999
Bank of San Francisco April 1991 - April 1995
Skills
Project Management, Event Management, Property Management, Fundraising, Marketing, Investments, photography, Microsoft Office, Adobe Creative Suite, Financial Software, Entrepreneurship, Public Relations, Start-ups, Accounting Applications, Photography
Education
San Francisco State University
BS, Financial Services, Economics
Kathleen Conte's Bank of San Francisco Experience July 1990 - September 1991
Job Financial Services Executive
Industry Capital Markets
Experience
Bank of America Home Loans July 2009 - June 2010
Countrywide Bank, FSB July 2001 - July 2009
Countrywide Home Loans, Inc October 1991 - July 2001
Bank of San Francisco July 1990 - September 1991
Salomon Brothers, Inc March 1987 - May 1990
Skills
Credit, Risk Management, Capital Markets, Credit Risk, Portfolio Management, Loans, Securitization, Mortgage Banking, Strategy, Mortgage Lending, Due Diligence, Banking, Corporate Finance, MBS, Financial Services, Financial Analysis, Trading, Structured Finance, Financial Risk, Finance
Education
Providence College 1980 — 1984
BS, Accounting
high school
Bank of America Home Loans July 2009 - June 2010
Countrywide Bank, FSB July 2001 - July 2009
Countrywide Home Loans, Inc October 1991 - July 2001
Bank of San Francisco July 1990 - September 1991
Salomon Brothers, Inc March 1987 - May 1990
Skills
Credit, Risk Management, Capital Markets, Credit Risk, Portfolio Management, Loans, Securitization, Mortgage Banking, Strategy, Mortgage Lending, Due Diligence, Banking, Corporate Finance, MBS, Financial Services, Financial Analysis, Trading, Structured Finance, Financial Risk, Finance
Education
Providence College 1980 — 1984
BS, Accounting
high school
Jo-Ann Rose's Bank of San Francisco Experience May 1988 - January 2001
Job Senior Managing Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2001 - Present
Bank of San Francisco May 1988 - January 2001
Bank of San Francisco May 1988 - January 2001
Skills
Private Banking, Asset Allocation, Investment Advisory, Wealth Management..., Management, Banking, Wealth Management, Financial Analysis, Risk Management, Asset Management, Trust Services, Financial Services, Alternative Investments, Credit, Portfolio Management, Mutual Funds
Education
Rosemont College
BA, Liberal Arts
Golden Gate University
Finance
First Republic Bank January 2001 - Present
Bank of San Francisco May 1988 - January 2001
Bank of San Francisco May 1988 - January 2001
Skills
Private Banking, Asset Allocation, Investment Advisory, Wealth Management..., Management, Banking, Wealth Management, Financial Analysis, Risk Management, Asset Management, Trust Services, Financial Services, Alternative Investments, Credit, Portfolio Management, Mutual Funds
Education
Rosemont College
BA, Liberal Arts
Golden Gate University
Finance
Nora Chin's Bank of San Francisco Experience July 2007 - October 2009
Job MCRP/MSE Candidate in Transportation Planning
Industry Architecture & Planning
Experience
California Polytechnic State University September 2014 - Present
Metropolitan Transportation Commission June 2014 - September 2014
San Luis Obispo Regional Transit Authority January 2014 - June 2014
Mercy Housing 2010 - August 2013
Bank of San Francisco July 2007 - October 2009
Glass, Lewis & Co. January 2007 - June 2007
Skills
Data Analysis, Raiser's Edge, Research, Microsoft Office, Transportation Planning, City Planning, Adobe Creative Suite, Financial Analysis, AutoCAD, SketchUp, ArcGIS, Microsoft Excel, Report Writing, PeMs, INRIX, SWITRS, Economic Research, SPSS, Financial Reporting, Marketing Communications, Commercial Banking, ESRI, Risk Analytics
Education
California Polytechnic State University-San Luis Obispo 2013 — 2015
Master of City and Regional Planning and Master of Science in Engineering, Transportation Planning
University of California, Santa Cruz 2002 — 2006
BA, Business Management Economics
California Polytechnic State University September 2014 - Present
Metropolitan Transportation Commission June 2014 - September 2014
San Luis Obispo Regional Transit Authority January 2014 - June 2014
Mercy Housing 2010 - August 2013
Bank of San Francisco July 2007 - October 2009
Glass, Lewis & Co. January 2007 - June 2007
Skills
Data Analysis, Raiser's Edge, Research, Microsoft Office, Transportation Planning, City Planning, Adobe Creative Suite, Financial Analysis, AutoCAD, SketchUp, ArcGIS, Microsoft Excel, Report Writing, PeMs, INRIX, SWITRS, Economic Research, SPSS, Financial Reporting, Marketing Communications, Commercial Banking, ESRI, Risk Analytics
Education
California Polytechnic State University-San Luis Obispo 2013 — 2015
Master of City and Regional Planning and Master of Science in Engineering, Transportation Planning
University of California, Santa Cruz 2002 — 2006
BA, Business Management Economics
Cecilia Cotter's Bank of San Francisco Experience 1985 - 1990
Job Employee Benefit Consultant
Industry Insurance
Experience
Sitzmann Morris & Lavis November 1997 - November 2013
Bank of San Francisco 1985 - 1990
Crocker Bank 1986 - 1988
Skills
Insurance, Health Insurance, Employee Benefits, Benefits Administration, Brokers, Disability Insurance, Life Insurance, Claim, Underwriting, Account Management, Human Resources, Employee Relations, 401k, Analysis, Strategic Planning, Retirement, HRIS, Project Management, Training, Customer Service
Education
University of Oregon 1974 — 1979
BS, Health Educaction
Sitzmann Morris & Lavis November 1997 - November 2013
Bank of San Francisco 1985 - 1990
Crocker Bank 1986 - 1988
Skills
Insurance, Health Insurance, Employee Benefits, Benefits Administration, Brokers, Disability Insurance, Life Insurance, Claim, Underwriting, Account Management, Human Resources, Employee Relations, 401k, Analysis, Strategic Planning, Retirement, HRIS, Project Management, Training, Customer Service
Education
University of Oregon 1974 — 1979
BS, Health Educaction
Gordon Swanson's Bank of San Francisco Experience 1990 - 1999
Job Cran Chile, Parker & Rancho Santa Fe Foundation
Industry Real Estate
Experience
Rancho Santa Fe Foundation 2012 - Present
Cran Chile LLC 2000 - Present
The Parker Foundation 2009 - Present
Ntc Foundation 2006 - 2008
Bank of San Francisco 1990 - 1999
Levi Strauss & Co. 1994 - 1997
San Francisco Art Institute 1994 - 1997
Goldman Sachs 1986 - 1989
San Francisco Chamber of Commerce 1985 - 1986
Eastdil Realty, Inc. 1973 - 1986
Education
Columbia University - Columbia Business School 1966 — 1968
MBA, Finance
Lafayette College 1964 — 1966
Bachelor's Degree, Industrial Engineering
United States Naval Academy 1962 — 1964
Rancho Santa Fe Foundation 2012 - Present
Cran Chile LLC 2000 - Present
The Parker Foundation 2009 - Present
Ntc Foundation 2006 - 2008
Bank of San Francisco 1990 - 1999
Levi Strauss & Co. 1994 - 1997
San Francisco Art Institute 1994 - 1997
Goldman Sachs 1986 - 1989
San Francisco Chamber of Commerce 1985 - 1986
Eastdil Realty, Inc. 1973 - 1986
Education
Columbia University - Columbia Business School 1966 — 1968
MBA, Finance
Lafayette College 1964 — 1966
Bachelor's Degree, Industrial Engineering
United States Naval Academy 1962 — 1964
Marie Reis's Bank of San Francisco Experience October 1989 - December 1992
Job Program Director at Blue Shield of California
Industry Information Technology and Services
Experience
Blue Shield of California January 2011 - Present
Blue Shield of California January 2011 - March 2012
Blue Shield of California March 2009 - January 2011
Charles Schwab October 2008 - December 2008
Charles Schwab October 2006 - April 2008
iGATE Global Solutions April 2004 - August 2006
Symphoni Interactive June 1998 - April 2004
Symphoni Interactive January 1993 - May 1998
Bank of San Francisco October 1989 - December 1992
Premier Systems November 1987 - September 1989
Skills
SDLC, Business Analysis, Software Project..., PMO, Business Process, Software Documentation, Project Management, Integration, Analysis, Business Requirements, Management, Leadership, Project Planning, Quality Assurance, Solution Architecture, Vendor Management, Testing
Education
University of California, Davis 1978 — 1982
B.S., Agricultural & Managerial Economics
Blue Shield of California January 2011 - Present
Blue Shield of California January 2011 - March 2012
Blue Shield of California March 2009 - January 2011
Charles Schwab October 2008 - December 2008
Charles Schwab October 2006 - April 2008
iGATE Global Solutions April 2004 - August 2006
Symphoni Interactive June 1998 - April 2004
Symphoni Interactive January 1993 - May 1998
Bank of San Francisco October 1989 - December 1992
Premier Systems November 1987 - September 1989
Skills
SDLC, Business Analysis, Software Project..., PMO, Business Process, Software Documentation, Project Management, Integration, Analysis, Business Requirements, Management, Leadership, Project Planning, Quality Assurance, Solution Architecture, Vendor Management, Testing
Education
University of California, Davis 1978 — 1982
B.S., Agricultural & Managerial Economics
David Esser's Bank of San Francisco Experience April 1991 - January 2001
Job Private Banking Wealth Management Executive
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
BNY Mellon August 2013 - Present
Wells Fargo Private Bank February 2008 - September 2013
UBS July 2004 - November 2007
Smith Barney 2000 - 2004
Bank of San Francisco April 1991 - January 2001
Wells Fargo December 1987 - April 1997
Skills
Lead Private Banking..., Diverse high net worth..., Experienced HNW lender..., Wealth Management, Private Banking, Investments, Credit, Financial Services, High Net Worth..., Real Estate, Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, HNW, Commercial Banking, Asset Management, Multicultural, Program Management, Family Office, Program Development, Professional..., Human Resources, Treasury Management, Structured Finance, Executive Management, Derivatives, Financial Structuring, Banking, Strategic Financial..., Mergers, Securities, Loans, Strategy, Financial Advisory, CRM, Start-ups, Commercial Lending, Private Equity, Mortgage Lending, Relationship Management, Credit Risk, Trading, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 63, Fixed Income
Education
Golden Gate University 1996 — 1998
M.S., Finance
University of Idaho 1980 — 1985
B.S., Applied Economics. Political Science
Katherine Zinsser's Bank of San Francisco Experience March 2007 - Present
Job Senior Vice President at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco March 2007 - Present
Bank of the West/Sanwa Bank California 1990 - 2007
Wells Fargo 1988 - 1990
Signet Bank/Bank of Virginia 1985 - 1988
American Security Bank 1982 - 1985
Montgomery County 1973 - 1980
Skills
Banking, Small Business Lending, Asset Based Lending, Commercial Lending, Credit, Credit Analysis, Cash Management, Loans, Commercial Banking, Cash Flow Lending, Lines Of Credit, SBA, Commercial Mortgages, Financial Analysis, Mergers & Acquisitions, Small Business, Financial Services, Cash Flow, Business Development, Executive Management, Deposits, Structured Finance, Corporate Finance, Financial Structuring, Private Banking, Underwriting, Management, Mortgage Lending, Relationship Management, Investments, Treasury Management
Education
University of Maryland - Robert H. Smith School of Business 1980 — 1982
MBA, Finance and Marketing
Simmons College 1972 — 1973
Master of Library & Information Science (M.L.I.S.), Library Science
Brown University 1968 — 1972
Bachelor of Arts (BA), English Language and Literature/Letters
Bank of San Francisco March 2007 - Present
Bank of the West/Sanwa Bank California 1990 - 2007
Wells Fargo 1988 - 1990
Signet Bank/Bank of Virginia 1985 - 1988
American Security Bank 1982 - 1985
Montgomery County 1973 - 1980
Skills
Banking, Small Business Lending, Asset Based Lending, Commercial Lending, Credit, Credit Analysis, Cash Management, Loans, Commercial Banking, Cash Flow Lending, Lines Of Credit, SBA, Commercial Mortgages, Financial Analysis, Mergers & Acquisitions, Small Business, Financial Services, Cash Flow, Business Development, Executive Management, Deposits, Structured Finance, Corporate Finance, Financial Structuring, Private Banking, Underwriting, Management, Mortgage Lending, Relationship Management, Investments, Treasury Management
Education
University of Maryland - Robert H. Smith School of Business 1980 — 1982
MBA, Finance and Marketing
Simmons College 1972 — 1973
Master of Library & Information Science (M.L.I.S.), Library Science
Brown University 1968 — 1972
Bachelor of Arts (BA), English Language and Literature/Letters
Jollin H Gonzales's Bank of San Francisco Experience April 2012 - Present
Job VP, Information Systems & Cash Management Officer at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco April 2012 - Present
Bank of San Francisco November 2007 - March 2012
Greater Bay Bank August 2006 - November 2007
Greater Bay Bank March 2003 - July 2006
Greater Bay Bank January 2001 - February 2003
Bank of America, Account Control, San Francisco, CA May 2000 - January 2001
Bank of America, Account Control, San Francisco, CA June 1999 - May 2000
Bank of America, Special Markets North District May 1997 - May 1999
Bank of America April 1996 - April 1997
Bank of America, San Francisco District March 1995 - March 1996
Skills
Banking, Cash Management, Sales, Coaching, PowerPoint, System Administration
Education
University of Phoenix 2001 — 2003
Master of Science, Computer Information System
University of Phoenix 1996 — 1999
Bachelor of Science, Business Management
University of San Francisco, Military ScienceUnited States Army Airborne School 1988 — 1992
Commissioned Officer, Military Science
Commissioned Officer, Military Intelligence, U.S. Army Reserve
Bank of San Francisco April 2012 - Present
Bank of San Francisco November 2007 - March 2012
Greater Bay Bank August 2006 - November 2007
Greater Bay Bank March 2003 - July 2006
Greater Bay Bank January 2001 - February 2003
Bank of America, Account Control, San Francisco, CA May 2000 - January 2001
Bank of America, Account Control, San Francisco, CA June 1999 - May 2000
Bank of America, Special Markets North District May 1997 - May 1999
Bank of America April 1996 - April 1997
Bank of America, San Francisco District March 1995 - March 1996
Skills
Banking, Cash Management, Sales, Coaching, PowerPoint, System Administration
Education
University of Phoenix 2001 — 2003
Master of Science, Computer Information System
University of Phoenix 1996 — 1999
Bachelor of Science, Business Management
University of San Francisco, Military ScienceUnited States Army Airborne School 1988 — 1992
Commissioned Officer, Military Science
Commissioned Officer, Military Intelligence, U.S. Army Reserve
Ben Lubbon's Bank of San Francisco Experience January 1986 - November 1989
Job Managing Director, Jude Benedict & Associates
Industry Government Relations
Experience
Jude Benedict & Associates January 2001 - Present
Aman Environmental Engineering January 1997 - December 2000
Bank of San Francisco January 1986 - November 1989
Skills
Policy, Renewable Energy, Energy, Public Relations, Government, Sustainability, Strategic Planning, Public Policy, Business Strategy, Start-ups, Biomass, Entrepreneurship, Energy Efficiency, Business Planning, Fundraising, Business Development, Strategy, Project Planning, Project Management, Sustainable Development, Contract Negotiation, Cleantech, Proposal Writing, Alternative Energy, Marketing, Negotiation, Sustainable Energy, Management Consulting, Clean Technology, Management, Biofuels, Public Affairs, Energy Policy, Climate Change, Green Technology
Education
University of San Diego
Jude Benedict & Associates January 2001 - Present
Aman Environmental Engineering January 1997 - December 2000
Bank of San Francisco January 1986 - November 1989
Skills
Policy, Renewable Energy, Energy, Public Relations, Government, Sustainability, Strategic Planning, Public Policy, Business Strategy, Start-ups, Biomass, Entrepreneurship, Energy Efficiency, Business Planning, Fundraising, Business Development, Strategy, Project Planning, Project Management, Sustainable Development, Contract Negotiation, Cleantech, Proposal Writing, Alternative Energy, Marketing, Negotiation, Sustainable Energy, Management Consulting, Clean Technology, Management, Biofuels, Public Affairs, Energy Policy, Climate Change, Green Technology
Education
University of San Diego
Chakradhar Cheemarla's Bank of San Francisco Experience June 2007 - January 2008
Job Senior BI Developer at Novartis
Industry Biotechnology
Experience
Novartis February 2012 - Present
Mylan Pharmaceuticals 2011 - January 2012
New York Department of Administrative Services January 2010 - July 2011
Genentech March 2008 - December 2009
Bank of San Francisco June 2007 - January 2008
Las Vegas Review Journal December 2006 - May 2007
Skills
Data Modeling, Informatica, ETL, Data Warehousing, PL/SQL, Business Intelligence, Requirements Analysis, Oracle, Dimensional Modeling, Business Objects, Requirements Gathering, Business Analysis
Education
Bangalore University
Bachelors
Novartis February 2012 - Present
Mylan Pharmaceuticals 2011 - January 2012
New York Department of Administrative Services January 2010 - July 2011
Genentech March 2008 - December 2009
Bank of San Francisco June 2007 - January 2008
Las Vegas Review Journal December 2006 - May 2007
Skills
Data Modeling, Informatica, ETL, Data Warehousing, PL/SQL, Business Intelligence, Requirements Analysis, Oracle, Dimensional Modeling, Business Objects, Requirements Gathering, Business Analysis
Education
Bangalore University
Bachelors
Robert Ostrovsky's Bank of San Francisco Experience April 2000 - January 2001
Job Branch Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2012 - Present
City National Bank February 2010 - August 2012
Citi Private Bank March 2005 - June 2009
Citi Private Bank March 2001 - March 2005
Bank Of San Francisco April 2000 - January 2001
Citibank September 1989 - February 2000
Skills
Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Cross Selling, Private Banking, Loan Origination, Retail Banking, Wealth Management, Cash Management, Series 7, Commercial Banking, Financial Services, Mortgage Banking, Investments, Finance, Notary Public
Education
New York University 1981 — 1985
Bachelor of Fine Arts, Drama
G.W. Hewlett HIgh School 1979 — 1981
High School
First Republic Bank August 2012 - Present
City National Bank February 2010 - August 2012
Citi Private Bank March 2005 - June 2009
Citi Private Bank March 2001 - March 2005
Bank Of San Francisco April 2000 - January 2001
Citibank September 1989 - February 2000
Skills
Banking, Credit, Mortgage Lending, Portfolio Management, Loans, Cross Selling, Private Banking, Loan Origination, Retail Banking, Wealth Management, Cash Management, Series 7, Commercial Banking, Financial Services, Mortgage Banking, Investments, Finance, Notary Public
Education
New York University 1981 — 1985
Bachelor of Fine Arts, Drama
G.W. Hewlett HIgh School 1979 — 1981
High School
Cassidy Wong's Bank of San Francisco Experience September 2013 - Present
Job AVP, Operations Compliance Officer at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco September 2013 - Present
New Resource Bank December 2012 - September 2013
Circle Bank September 2011 - December 2012
Circle Bank April 2011 - September 2011
Circle Bank October 2010 - April 2011
Circle Bank April 2010 - October 2010
Bank of America 2005 - 2010
Bank of America May 2006 - February 2009
Bank of America December 2005 - May 2006
Skills
Operations Management, Small Business Lending, Credit Analysis, Banking, Sales, Credit, Loans, Office Management, Cash Management, Administrative..., Mortgage Lending, Lines Of Credit, Retail Banking, Financial Analysis
Education
University of Phoenix
Bank of San Francisco September 2013 - Present
New Resource Bank December 2012 - September 2013
Circle Bank September 2011 - December 2012
Circle Bank April 2011 - September 2011
Circle Bank October 2010 - April 2011
Circle Bank April 2010 - October 2010
Bank of America 2005 - 2010
Bank of America May 2006 - February 2009
Bank of America December 2005 - May 2006
Skills
Operations Management, Small Business Lending, Credit Analysis, Banking, Sales, Credit, Loans, Office Management, Cash Management, Administrative..., Mortgage Lending, Lines Of Credit, Retail Banking, Financial Analysis
Education
University of Phoenix
donald stephens's Bank of San Francisco Experience June 1978 - February 1991
Job Managing Partner at D. R. Stephens & Company
Industry Real Estate
Experience
D. R. Stephens & Company June 1973 - Present
Bank of San Francisco June 1978 - February 1991
Louis Kelso, Inc. October 1970 - February 1975
Skills
Investments, Real Estate, Valuation, Due Diligence, Asset Management, Real Estate Development, Investment Properties, Private Equity, Mergers & Acquisitions, Financial Analysis, Real Estate Economics, Financial Modeling
Education
University of California -Berkeley/ Law School 1967 — 1970
Juris Doctor
University of Southern California
Bachelor of Science, Finance
D. R. Stephens & Company June 1973 - Present
Bank of San Francisco June 1978 - February 1991
Louis Kelso, Inc. October 1970 - February 1975
Skills
Investments, Real Estate, Valuation, Due Diligence, Asset Management, Real Estate Development, Investment Properties, Private Equity, Mergers & Acquisitions, Financial Analysis, Real Estate Economics, Financial Modeling
Education
University of California -Berkeley/ Law School 1967 — 1970
Juris Doctor
University of Southern California
Bachelor of Science, Finance
Chriselle Vinson's Bank of San Francisco Experience July 2006 - October 2007
Job Experimental College Director at Associated Students, University of California, Davis
Industry Higher Education
Experience
UC Davis School of Law July 2013 - April 2014
Associated Students, University of California, Davis July 2013 - March 2014
Janata Lab, Center for Mind and Brain UC Davis September 2012 - January 2013
Contra Costa College School of Applied and Commercial Music January 2010 - June 2011
Contra Costa College’s Psychology Department August 2009 - June 2011
Fil-Am California-Nevada (NorCal) Christmas Institute January 2008 - February 2011
Arts Research and Curriculum Associates January 2010 - June 2010
Bank of San Francisco July 2006 - October 2007
Skills
Blogging, Research, Fundraising, Leadership, Interviews, Analysis, Team Building, Microsoft Excel, Project Planning, Career Counseling, Higher Education, Teaching, Community Outreach, Music
Education
University of California, Davis 2011 — 2014
Bachelor of Arts (BA), Major: Psychology/Communication Minor: Contemporary Leadership
Contra Costa College 2009 — 2011
Associate of Arts (AA), Psychology, Music
California State University, East Bay 2008 — 2009
Pre-Nursing Studies
Hercules High School 2004 — 2008
Diploma, Emphasis in Music, Journalism
UC Davis School of Law July 2013 - April 2014
Associated Students, University of California, Davis July 2013 - March 2014
Janata Lab, Center for Mind and Brain UC Davis September 2012 - January 2013
Contra Costa College School of Applied and Commercial Music January 2010 - June 2011
Contra Costa College’s Psychology Department August 2009 - June 2011
Fil-Am California-Nevada (NorCal) Christmas Institute January 2008 - February 2011
Arts Research and Curriculum Associates January 2010 - June 2010
Bank of San Francisco July 2006 - October 2007
Skills
Blogging, Research, Fundraising, Leadership, Interviews, Analysis, Team Building, Microsoft Excel, Project Planning, Career Counseling, Higher Education, Teaching, Community Outreach, Music
Education
University of California, Davis 2011 — 2014
Bachelor of Arts (BA), Major: Psychology/Communication Minor: Contemporary Leadership
Contra Costa College 2009 — 2011
Associate of Arts (AA), Psychology, Music
California State University, East Bay 2008 — 2009
Pre-Nursing Studies
Hercules High School 2004 — 2008
Diploma, Emphasis in Music, Journalism
National Bank of Canada
Bank of China
Webster Bank
Banco Santander
Colonial Bank
Banque Nationale du Canada
Bank of Hawaii
Texas Capital Bank