Bank of the West
Industry: Company
DescriptionBank of the West is a regional financial services company, headquartered in San Francisco, California. It is a subsidiary of BNP Paribas. It has more than 600 branches and offices in the Midwest and Western United States. Revenue: 2.17 billion USD (2016) Headquarters: San Francisco, California, United States CEO: Nandita Bakhshi (1 Jun 2016–) Parent organization: BNP Paribas Number of employees: 10,500 (2016) Subsidiaries: Essex Credit Corporation,
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Bank of the West Employees
Employee
Years
Job
Industry
Greg Aronson MCSE, CCNA Greg Aronson MCSE, CCNA's Bank of the West Experience December 2008 - March 2014
Job Windows Systems Administration and Support.
Industry Information Technology and Services
Experience
Bank of the West December 2008 - March 2014
Summit Bank 2003 - 2008
Brown and Caldwell June 2001 - October 2003
Blue Wireless September 2000 - June 2001
Pulse 3D LLC April 1999 - March 2000
Carroll, Burdick & McDonough LLP October 1997 - April 1999
EDS Group October 1995 - October 1997
Skills
Windows Server, TCP/IP protocols, VMware, Infrastructure, VMware Infrastructure, SSH, Mac, Secure FTP, XP, SAN, Microsoft Exchange, Citrix Metaframe, Novell Netware, Disaster Recovery, Citrix, VMware ESX, Firewalls, Group Policy, Cisco Technologies, VoIP, Telecommunications, Compliance, DNS, Hardware, Internal Audit, Microsoft Office, Project Management, Quality Assurance, Unix, Visio, General Ledger, IP, SharePoint, Office 365, OWA, sharefile
Education
Golden Gate University
Master of Business Administration (MBA), Telecommunications Management
San Francisco State University
Bachelor's degree, CIS
Bank of the West December 2008 - March 2014
Summit Bank 2003 - 2008
Brown and Caldwell June 2001 - October 2003
Blue Wireless September 2000 - June 2001
Pulse 3D LLC April 1999 - March 2000
Carroll, Burdick & McDonough LLP October 1997 - April 1999
EDS Group October 1995 - October 1997
Skills
Windows Server, TCP/IP protocols, VMware, Infrastructure, VMware Infrastructure, SSH, Mac, Secure FTP, XP, SAN, Microsoft Exchange, Citrix Metaframe, Novell Netware, Disaster Recovery, Citrix, VMware ESX, Firewalls, Group Policy, Cisco Technologies, VoIP, Telecommunications, Compliance, DNS, Hardware, Internal Audit, Microsoft Office, Project Management, Quality Assurance, Unix, Visio, General Ledger, IP, SharePoint, Office 365, OWA, sharefile
Education
Golden Gate University
Master of Business Administration (MBA), Telecommunications Management
San Francisco State University
Bachelor's degree, CIS
Seth Fisher Seth Fisher's Bank of the West Experience September 2012 - Present
Job Assistant Customer Service Manager at Bank of the West
Industry Banking
Experience
Bank of the West September 2012 - Present
Great Southern Bank December 2009 - September 2012
Great Southern Bank February 2008 - December 2009
Skills
Computer Proficiency, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Account Maintenance, Customer Service, Customer Satisfaction, Customer Relations, Customer Retention, Courtesy, Goal Seek, Job Coaching, Leadership, Team Building, Teamwork, Team Management, Notary Public, NMLS Licensed, Retail Banking, Sales, Banking, Management, Account Management, Operations Management
Education
Graceland University 1999 — 2004
Bachelor of Arts (B.A.), Business and Communications
Grandview Park Baptist School 1995 — 1999
High School Diploma
Bank of the West September 2012 - Present
Great Southern Bank December 2009 - September 2012
Great Southern Bank February 2008 - December 2009
Skills
Computer Proficiency, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Account Maintenance, Customer Service, Customer Satisfaction, Customer Relations, Customer Retention, Courtesy, Goal Seek, Job Coaching, Leadership, Team Building, Teamwork, Team Management, Notary Public, NMLS Licensed, Retail Banking, Sales, Banking, Management, Account Management, Operations Management
Education
Graceland University 1999 — 2004
Bachelor of Arts (B.A.), Business and Communications
Grandview Park Baptist School 1995 — 1999
High School Diploma
Stacey Arnold Stacey Arnold's Bank of the West Experience October 2007 - May 2009
Job .
Industry Real Estate
Experience
Huntington National Bank January 2015 - Present
Choice Properties March 2014 - October 2014
Shore Mortgage June 2013 - March 2014
Quicken Loans August 2011 - June 2013
Bank of the West October 2007 - May 2009
Grand Haven Bank August 2004 - September 2007
Skills
Customer Service, Banking, Financial Analysis, Finance, Credit, Loans, Mortgage Lending, Management, Microsoft Excel, Problem Solving, Training, Refinance
Education
Fresno City College 2008 — 2010
Business
Grand Haven High School 1998 — 2002
College Prep, College Prep
Huntington National Bank January 2015 - Present
Choice Properties March 2014 - October 2014
Shore Mortgage June 2013 - March 2014
Quicken Loans August 2011 - June 2013
Bank of the West October 2007 - May 2009
Grand Haven Bank August 2004 - September 2007
Skills
Customer Service, Banking, Financial Analysis, Finance, Credit, Loans, Mortgage Lending, Management, Microsoft Excel, Problem Solving, Training, Refinance
Education
Fresno City College 2008 — 2010
Business
Grand Haven High School 1998 — 2002
College Prep, College Prep
Amanda Guthrie Amanda Guthrie's Bank of the West Experience February 2013 - November 2013
Job Barista at Starbucks
Industry Food & Beverages
Experience
Starbucks April 2014 - Present
Daily grill November 2013 - April 2014
Bank of the West February 2013 - November 2013
Starbucks August 2008 - February 2013
Skills
Cash Handling Experience, Customer Service, Time Management, Customer Satisfaction, Data Entry, Retail, Loss Prevention, Inventory Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Sales, Outlook, Cash Management, Critical Thinking, Telephone Skills, Deposits, Teamwork, Customer Experience, Training, Employee Training, Highly detail oriented, Cross Selling, People Skills, Cashiering, Merchandising, Cash Register, New Hire Training, Retail Sales, Phone Etiquette, Banking
Education
Fresno Pacific University 2010 — 2014
Bachelor of Science (B.S.), Biology
National University
Starbucks April 2014 - Present
Daily grill November 2013 - April 2014
Bank of the West February 2013 - November 2013
Starbucks August 2008 - February 2013
Skills
Cash Handling Experience, Customer Service, Time Management, Customer Satisfaction, Data Entry, Retail, Loss Prevention, Inventory Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Sales, Outlook, Cash Management, Critical Thinking, Telephone Skills, Deposits, Teamwork, Customer Experience, Training, Employee Training, Highly detail oriented, Cross Selling, People Skills, Cashiering, Merchandising, Cash Register, New Hire Training, Retail Sales, Phone Etiquette, Banking
Education
Fresno Pacific University 2010 — 2014
Bachelor of Science (B.S.), Biology
National University
Kirk Bjorland Kirk Bjorland's Bank of the West Experience 1997 - 2008
Job President and CEO of the Iowa Innovation Corporation
Industry Management Consulting
Experience
Graceland University 2011 - April 2015
Iowa Innovation Corporation 2015 - 2015
Iowa Innovation Corporation 2015 - 2015
Iowa Innovation Corporation 2015 - 2015
Graceland University 2008 - 2011
Bank of the West 1997 - 2008
City of Lamoni 1990 - 1997
Skills
Higher Education, Public Speaking, Coaching, Curriculum Design, Curriculum Development, Customer Service, Entrepreneurship, Event Planning, Fundraising, Leadership, Leadership Development, Management, Non-profits, Nonprofits, Program Development, Public Relations, Staff Development, Student Affairs, Teaching, Community Outreach, Admissions
Education
Graceland University 1984 — 1989
B.A., Business Administration
Graceland University 2011 - April 2015
Iowa Innovation Corporation 2015 - 2015
Iowa Innovation Corporation 2015 - 2015
Iowa Innovation Corporation 2015 - 2015
Graceland University 2008 - 2011
Bank of the West 1997 - 2008
City of Lamoni 1990 - 1997
Skills
Higher Education, Public Speaking, Coaching, Curriculum Design, Curriculum Development, Customer Service, Entrepreneurship, Event Planning, Fundraising, Leadership, Leadership Development, Management, Non-profits, Nonprofits, Program Development, Public Relations, Staff Development, Student Affairs, Teaching, Community Outreach, Admissions
Education
Graceland University 1984 — 1989
B.A., Business Administration
Seda Khojayan Seda Khojayan's Bank of the West Experience June 1996 - December 2002
Job Commissioner at City of Glendale, Ca
Industry Information Technology and Services
Experience
City of Glendale, Ca June 2013 - Present
Law Offices Of Shaun Khojayan & Associates. P.L.C. December 2008 - Present
American Honda Motor Co February 2003 - December 2007
Washington Mutual August 2003 - December 2003
Bank of the West June 1996 - December 2002
Good Food Trading Inc June 1994 - February 1996
Bank of America June 1988 - June 1994
Skills
TSO, Disaster Recovery, Databases, Testing, Active Directory, Unix, Security, Information Security
Education
University of Baghdad
B.A, Public Administration
Glendale Community College
Computer science
City of Glendale, Ca June 2013 - Present
Law Offices Of Shaun Khojayan & Associates. P.L.C. December 2008 - Present
American Honda Motor Co February 2003 - December 2007
Washington Mutual August 2003 - December 2003
Bank of the West June 1996 - December 2002
Good Food Trading Inc June 1994 - February 1996
Bank of America June 1988 - June 1994
Skills
TSO, Disaster Recovery, Databases, Testing, Active Directory, Unix, Security, Information Security
Education
University of Baghdad
B.A, Public Administration
Glendale Community College
Computer science
Arlie Ferguson Arlie Ferguson's Bank of the West Experience March 1978 - June 1985
Job Senior Vice President, Regional Manager at First National Bank of Northern California
Industry Banking
Experience
First National Bank of Northern California May 2012 - Present
United American Bank January 2011 - May 2012
Boston Private Bank June 1994 - December 2010
California Commerce Bank June 1986 - June 1994
Bank of the West March 1978 - June 1985
United California Bank June 1970 - February 1978
Skills
Banking, Mortgage Lending, Commercial Lending, Real Estate, Construction Loans, Small Business Lending, Business Development
Education
University of Washington 1965 — 1969
Master's Degree, Pacific Coast School of Banking
University of Wyoming 1965 — 1969
Bachelor's degree, Business Administration and Management, General
Golden Gate University, Edward S. Ageno School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
First National Bank of Northern California May 2012 - Present
United American Bank January 2011 - May 2012
Boston Private Bank June 1994 - December 2010
California Commerce Bank June 1986 - June 1994
Bank of the West March 1978 - June 1985
United California Bank June 1970 - February 1978
Skills
Banking, Mortgage Lending, Commercial Lending, Real Estate, Construction Loans, Small Business Lending, Business Development
Education
University of Washington 1965 — 1969
Master's Degree, Pacific Coast School of Banking
University of Wyoming 1965 — 1969
Bachelor's degree, Business Administration and Management, General
Golden Gate University, Edward S. Ageno School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Shanti Duddu's Bank of the West Experience November 2014 - June 2015
Job Program Manager at Discover
Industry Computer Software
Experience
Discover Financial Services July 2015 - Present
Capgemini September 2014 - Present
Bank of the West November 2014 - June 2015
University of Texas at Dallas September 2013 - May 2014
Spirent Communications May 2013 - August 2013
University of Texas at Dallas September 2012 - May 2013
Skills
Sketch, InVision, Axure RP, OmniGraffle, User Experience Design, User Research, Programming, C++, C, Scrum, User Interface Design, Agile Methodologies, Java, Algorithms, Linux, HTML, Eclipse, JavaScript, CSS, SQL, Python, MySQL, NetBeans, Windows, Microsoft Office, Photoshop, Microsoft Word, XML, Unix, Software Development, Microsoft Excel, Core Java, Network Programming, Testing, Visual Studio, Databases, Object Oriented Design, Wireshark, GUI development, Visual Basic, Android, Java Enterprise Edition, Visio, Ubuntu, Web Applications, PL/SQL, UML, TCP/IP, Computer Science, Visual C++
Education
General Assembly 2014 — 2015
Diploma, UX Design
The University of Texas at Dallas 2012 — 2014
Master's degree, Computer Science
Jawaharlal Nehru Technological University 2008 — 2012
B-TECH, Computer Sciences
Discover Financial Services July 2015 - Present
Capgemini September 2014 - Present
Bank of the West November 2014 - June 2015
University of Texas at Dallas September 2013 - May 2014
Spirent Communications May 2013 - August 2013
University of Texas at Dallas September 2012 - May 2013
Skills
Sketch, InVision, Axure RP, OmniGraffle, User Experience Design, User Research, Programming, C++, C, Scrum, User Interface Design, Agile Methodologies, Java, Algorithms, Linux, HTML, Eclipse, JavaScript, CSS, SQL, Python, MySQL, NetBeans, Windows, Microsoft Office, Photoshop, Microsoft Word, XML, Unix, Software Development, Microsoft Excel, Core Java, Network Programming, Testing, Visual Studio, Databases, Object Oriented Design, Wireshark, GUI development, Visual Basic, Android, Java Enterprise Edition, Visio, Ubuntu, Web Applications, PL/SQL, UML, TCP/IP, Computer Science, Visual C++
Education
General Assembly 2014 — 2015
Diploma, UX Design
The University of Texas at Dallas 2012 — 2014
Master's degree, Computer Science
Jawaharlal Nehru Technological University 2008 — 2012
B-TECH, Computer Sciences
Chris Mesa's Bank of the West Experience May 2015 - Present
Job Branch Manager, AVP
Industry Banking
Experience
Bank of the West May 2015 - Present
US Bank March 2007 - May 2015
Skills
Networking, Commercial Banking, Customer Service, Finance, Leadership, Loans, Management, Recruiting, Sales, Small Business, Team Building, Team Leadership, Credit, Microsoft Office, Risk Management, Small Business Lending, Strategic Planning
Education
George Fox University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of the West May 2015 - Present
US Bank March 2007 - May 2015
Skills
Networking, Commercial Banking, Customer Service, Finance, Leadership, Loans, Management, Recruiting, Sales, Small Business, Team Building, Team Leadership, Credit, Microsoft Office, Risk Management, Small Business Lending, Strategic Planning
Education
George Fox University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Robert Barrera Robert Barrera's Bank of the West Experience July 2007 - Present
Job Financial Services Officer at Bank of the West
Industry Banking
Experience
Bank of the West July 2007 - Present
Skills
Banking, Loans, Retail Banking, Commercial Banking, Mortgage Lending, Finance, Small Business Lending
Education
Fullerton College 2007 — 2010
Associate of Arts (AA), Business Administration and Management, General
Bank of the West July 2007 - Present
Skills
Banking, Loans, Retail Banking, Commercial Banking, Mortgage Lending, Finance, Small Business Lending
Education
Fullerton College 2007 — 2010
Associate of Arts (AA), Business Administration and Management, General
Nick Jerns, MBA Nick Jerns, MBA's Bank of the West Experience April 2007 - June 2014
Job Branch Manager at KeyBank
Industry Banking
Experience
KeyBank April 2015 - Present
Idaho Trust Bank June 2014 - March 2015
Bank of the West April 2007 - June 2014
US Bank April 2003 - April 2007
Bank Northwest January 2001 - July 2002
Alaska Pacific Bank September 1998 - August 2000
US Army 1992 - 1996
Skills
Banking, Loans, Commercial Lending, Leadership Development, New Business Development, Team Building, Strategy Development, Financial Analysis, Non-profits, Sales Management, Team Leadership, Coaching, Customer Service, Business Planning, Mentoring, Microsoft Office, Retail Banking, Leadership, Consumer Lending, Business Analysis, Strategy, Small Business Lending, Business Development, Nonprofits, Marketing, Vendor Management, Management, Commercial Banking, Portfolio Management, Finance, Analysis, Sales, Lines Of Credit, Relationship Management, Credit, Credit Analysis, Small Business
Education
University of Phoenix 2003 — 2005
MBA, Business
Gonzaga University - School of Business Administration 1987 — 1991
BA, Marketing
KeyBank April 2015 - Present
Idaho Trust Bank June 2014 - March 2015
Bank of the West April 2007 - June 2014
US Bank April 2003 - April 2007
Bank Northwest January 2001 - July 2002
Alaska Pacific Bank September 1998 - August 2000
US Army 1992 - 1996
Skills
Banking, Loans, Commercial Lending, Leadership Development, New Business Development, Team Building, Strategy Development, Financial Analysis, Non-profits, Sales Management, Team Leadership, Coaching, Customer Service, Business Planning, Mentoring, Microsoft Office, Retail Banking, Leadership, Consumer Lending, Business Analysis, Strategy, Small Business Lending, Business Development, Nonprofits, Marketing, Vendor Management, Management, Commercial Banking, Portfolio Management, Finance, Analysis, Sales, Lines Of Credit, Relationship Management, Credit, Credit Analysis, Small Business
Education
University of Phoenix 2003 — 2005
MBA, Business
Gonzaga University - School of Business Administration 1987 — 1991
BA, Marketing
Shoru Hatamov Shoru Hatamov's Bank of the West Experience April 2012 - Present
Job Budget & Forecasting Corporate FP&A at Bank of the West
Industry Financial Services
Experience
Bank of the West April 2012 - Present
Bank of the West December 2009 - March 2012
IMA San Francisco Chapter April 2009 - May 2010
Excel In Accounting May 2008 - May 2010
NEI January 2008 - December 2009
Excel Masters February 2007 - August 2008
NEI October 2006 - January 2008
NEI June 2002 - September 2006
ROZ Trading International Ltd. June 1998 - January 2000
Trade Invest, a Closed Joint-Stock Trust Company February 1997 - January 1999
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Management Reporting, Project Management, Cost Analysis, Data Mining, Excel, Access, Hyperion, Staff Training, Program Management, Microsoft Excel, Business Analysis, Budgets, Accounting, Hyperion Enterprise, Management, Forecasting, Cost Benefit, Process Improvement, Budget Process, Managerial Finance, Strategic Financial..., Cost Accounting, Business Intelligence, Finance, Analysis, Financial Reporting, Internal Audit, Cross-functional Team..., Internal Controls, Start-ups, Due Diligence, Leadership, Banking, Financial Planning
Education
Institute of Management Accountants 2007 — 2010
Candidate, Certified Management Accountant
Golden Gate University 2000 — 2002
Master of Science, Finance
Reserve Officers' Training Corps 1996 — 1998
Lieutenant, Field artillery: Mortars
Tashkent State Technical University 1995 — 1998
BBA, Financial Management
Bank of the West April 2012 - Present
Bank of the West December 2009 - March 2012
IMA San Francisco Chapter April 2009 - May 2010
Excel In Accounting May 2008 - May 2010
NEI January 2008 - December 2009
Excel Masters February 2007 - August 2008
NEI October 2006 - January 2008
NEI June 2002 - September 2006
ROZ Trading International Ltd. June 1998 - January 2000
Trade Invest, a Closed Joint-Stock Trust Company February 1997 - January 1999
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Management Reporting, Project Management, Cost Analysis, Data Mining, Excel, Access, Hyperion, Staff Training, Program Management, Microsoft Excel, Business Analysis, Budgets, Accounting, Hyperion Enterprise, Management, Forecasting, Cost Benefit, Process Improvement, Budget Process, Managerial Finance, Strategic Financial..., Cost Accounting, Business Intelligence, Finance, Analysis, Financial Reporting, Internal Audit, Cross-functional Team..., Internal Controls, Start-ups, Due Diligence, Leadership, Banking, Financial Planning
Education
Institute of Management Accountants 2007 — 2010
Candidate, Certified Management Accountant
Golden Gate University 2000 — 2002
Master of Science, Finance
Reserve Officers' Training Corps 1996 — 1998
Lieutenant, Field artillery: Mortars
Tashkent State Technical University 1995 — 1998
BBA, Financial Management
Sheldon Nordhues Sheldon Nordhues's Bank of the West Experience June 2012 - February 2014
Job Sales Consultant at Diers Ford Lincoln
Industry Automotive
Experience
Diers Ford Lincoln November 2014 - Present
Enterprise Rent-A-Car April 2014 - November 2014
Bank of the West June 2012 - February 2014
THG Benefits August 2010 - May 2012
Salem Communications December 2009 - August 2010
Northwestern Mutual January 2007 - December 2009
Web Splashes December 2005 - October 2006
Skills
Analysis, CRM, Marketing, Project Management, Start-ups, Budgets, Marketing Strategy, Finance, Program Management, Social Media, Strategic Planning, Team Management
Education
Grace University 2009 — 2013
Bachelor of Science (BS), Business Leadership
University of Nebraska at Omaha 2004 — 2008
Bachelor of Science (BS), Finance; Management Information Systems, General
Diers Ford Lincoln November 2014 - Present
Enterprise Rent-A-Car April 2014 - November 2014
Bank of the West June 2012 - February 2014
THG Benefits August 2010 - May 2012
Salem Communications December 2009 - August 2010
Northwestern Mutual January 2007 - December 2009
Web Splashes December 2005 - October 2006
Skills
Analysis, CRM, Marketing, Project Management, Start-ups, Budgets, Marketing Strategy, Finance, Program Management, Social Media, Strategic Planning, Team Management
Education
Grace University 2009 — 2013
Bachelor of Science (BS), Business Leadership
University of Nebraska at Omaha 2004 — 2008
Bachelor of Science (BS), Finance; Management Information Systems, General
Michael Marasigan Michael Marasigan's Bank of the West Experience 2008 - 2008
Job Property Tax Analyst
Industry Real Estate
Experience
Waypoint Homes March 2013 - Present
UC Davis February 2011 - July 2012
Bank of the West 2008 - 2008
Skills
Data Analysis, PowerPoint, Microsoft Excel, Statistics, Time Management, Internal Audit, Data Entry, Public Speaking, Community Outreach, Accounts Payable, Higher Education, Financial Analysis, Economics, Microsoft Office, Microsoft Word
Education
Golden Gate University, Edward S. Ageno School of Business 2014 — 2016
Master’s Degree, Finance, General
UC Davis 2007 — 2012
Bachelor of Arts (B.A.), Economics
Waypoint Homes March 2013 - Present
UC Davis February 2011 - July 2012
Bank of the West 2008 - 2008
Skills
Data Analysis, PowerPoint, Microsoft Excel, Statistics, Time Management, Internal Audit, Data Entry, Public Speaking, Community Outreach, Accounts Payable, Higher Education, Financial Analysis, Economics, Microsoft Office, Microsoft Word
Education
Golden Gate University, Edward S. Ageno School of Business 2014 — 2016
Master’s Degree, Finance, General
UC Davis 2007 — 2012
Bachelor of Arts (B.A.), Economics
Chamberlin Donna Chamberlin Donna's Bank of the West Experience June 2008 - Present
Job Mortgage banker at Bank of the West
Industry Banking
Experience
Bank of the West June 2008 - Present
Wells Fargo Private Mortgage Bank June 2003 - June 2008
Skills
Mortgage Banking, Refinance, Mortgage Lending, Credit, Loans, Loan Origination, Short Sales, FHA, Residential Mortgages, REO, Real Estate Financing, Foreclosures, Banking, First Time Home Buyers, Construction Loans, USDA, Portfolio Management, FHA financing, Commercial Mortgages, Commercial Lending, Consumer Lending, Mortgage Underwriting, Reverse Mortgages, Investments, Cross Selling, Certified Mortgage..., Investment Properties, Loan Servicing, VA loans, Investors, Loss Mitigation, Government Loans, Real Estate, Credit Analysis, Real Estate Economics, Commercial Real Estate, Finance, Commercial Banking, Lines Of Credit, Small Business Lending, Referrals, Underwriting, VA Loans, FHA Financing
Education
Gavilan College
Financial Mathematics
Bank of the West June 2008 - Present
Wells Fargo Private Mortgage Bank June 2003 - June 2008
Skills
Mortgage Banking, Refinance, Mortgage Lending, Credit, Loans, Loan Origination, Short Sales, FHA, Residential Mortgages, REO, Real Estate Financing, Foreclosures, Banking, First Time Home Buyers, Construction Loans, USDA, Portfolio Management, FHA financing, Commercial Mortgages, Commercial Lending, Consumer Lending, Mortgage Underwriting, Reverse Mortgages, Investments, Cross Selling, Certified Mortgage..., Investment Properties, Loan Servicing, VA loans, Investors, Loss Mitigation, Government Loans, Real Estate, Credit Analysis, Real Estate Economics, Commercial Real Estate, Finance, Commercial Banking, Lines Of Credit, Small Business Lending, Referrals, Underwriting, VA Loans, FHA Financing
Education
Gavilan College
Financial Mathematics
Douglas A. Rhoades Douglas A. Rhoades's Bank of the West Experience 2011 - 2013
Job Consulting Manager at Accenture
Industry Financial Services
Experience
Accenture May 2014 - Present
Bank of America (National Systems Inc. Contractor) July 2013 - May 2014
Bank of the West 2011 - 2013
HSBC 2007 - 2010
GE Capital 2001 - 2007
Standard & Poor’s DRI (now IHS Global Insight) 1998 - 2001
Economic Research Service (USDA) 1992 - 1998
Skills
Credit Risk Analysis, Model Valiation, Risk Model Development, Business Requirements, SQL, Marketing Analytics, Consulting, Project Management, SAS, Basel II, Compliance, Technical Documentation, Strategic Planning, Policy Analysis, Access, Business Process..., Econometrics, Statistics, Business Intelligence, Regulatory Analysis, System Implementations, Decision Analysis, Decision Technology, Business Analysis, Microsoft Excel, Strategy Design Studio, Credit Bureau, Small Business Lending, Commercial Banking, Analysis, Credit, Credit Risk, Financial Risk, Strategy, Risk Management
Education
North Carolina State University
Master.of Arts (M.A.), Economics
George Mason University
Bachelor's Degree, Economics
Accenture May 2014 - Present
Bank of America (National Systems Inc. Contractor) July 2013 - May 2014
Bank of the West 2011 - 2013
HSBC 2007 - 2010
GE Capital 2001 - 2007
Standard & Poor’s DRI (now IHS Global Insight) 1998 - 2001
Economic Research Service (USDA) 1992 - 1998
Skills
Credit Risk Analysis, Model Valiation, Risk Model Development, Business Requirements, SQL, Marketing Analytics, Consulting, Project Management, SAS, Basel II, Compliance, Technical Documentation, Strategic Planning, Policy Analysis, Access, Business Process..., Econometrics, Statistics, Business Intelligence, Regulatory Analysis, System Implementations, Decision Analysis, Decision Technology, Business Analysis, Microsoft Excel, Strategy Design Studio, Credit Bureau, Small Business Lending, Commercial Banking, Analysis, Credit, Credit Risk, Financial Risk, Strategy, Risk Management
Education
North Carolina State University
Master.of Arts (M.A.), Economics
George Mason University
Bachelor's Degree, Economics
Anna Jerome Anna Jerome's Bank of the West Experience May 2015 - Present
Job Finance Student at George Fox
Industry Financial Services
Experience
Bank of the West May 2015 - Present
U.S. Bank December 2012 - August 2014
Jim McNeeley Real Estate & Property Management, Inc. January 2012 - December 2012
Skills
Customer Service, Microsoft Word, Fundraising, Microsoft Office, Microsoft Excel, Team Leadership, PowerPoint, Front Office, Multi-line Phone, People Skills, Property Management, Experience Working with..., Community Service, Higher Education, Corporate Finance, Managerial Finance, Personal Finance, Cash Register, Cash Balance, Teller Operations, Banking, Branch Banking, Receptionist Duties, Customer Satisfaction, Customer Retention, Customer Experience, Customer Engagement, Referrals, Credit Cards, Loans, Administrative...
Education
George Fox University 2014 — 2015
Bachelor's Degree, Business Administration: Finance
Portland Community College 2012 — 2014
Associate's Degree, AAOT - Associates of Arts Transfer
Portland State University - School of Business 2011 — 2013
Dual enrolled at PCC, Business Administration
Roseburg High School 2008 — 2011
High School Diploma
Bank of the West May 2015 - Present
U.S. Bank December 2012 - August 2014
Jim McNeeley Real Estate & Property Management, Inc. January 2012 - December 2012
Skills
Customer Service, Microsoft Word, Fundraising, Microsoft Office, Microsoft Excel, Team Leadership, PowerPoint, Front Office, Multi-line Phone, People Skills, Property Management, Experience Working with..., Community Service, Higher Education, Corporate Finance, Managerial Finance, Personal Finance, Cash Register, Cash Balance, Teller Operations, Banking, Branch Banking, Receptionist Duties, Customer Satisfaction, Customer Retention, Customer Experience, Customer Engagement, Referrals, Credit Cards, Loans, Administrative...
Education
George Fox University 2014 — 2015
Bachelor's Degree, Business Administration: Finance
Portland Community College 2012 — 2014
Associate's Degree, AAOT - Associates of Arts Transfer
Portland State University - School of Business 2011 — 2013
Dual enrolled at PCC, Business Administration
Roseburg High School 2008 — 2011
High School Diploma
Andrea Wolfert Andrea Wolfert's Bank of the West Experience 2001 - 2006
Job First Niagara Bank
Industry Banking
Experience
First Niagara Bank March 2014 - Present
Sterling National Bank (formerly Provident Bank New York) November 2009 - March 2014
Bank of America 2007 - 2009
Bank of the West 2001 - 2006
JPMorgan Chase 1981 - 1991
PMI Mortgage Insurance Co. 1979 - 1981
Skills
Treasury Management, Cash Management, New Business Development, Banking, Investments, Financial Services, Forecasting, Management, Sales Operations, Credit, Credit Analysis, Risk Management, Analysis, Financial Analysis, Sales, Accounting, Commercial Lending, Commercial Banking
Education
Golden Gate University
Graduate Level Business Courses
Queens College
B.A., Education and Urban Studies
University of California, Berkeley
Graduate Level Business Courses
First Niagara Bank March 2014 - Present
Sterling National Bank (formerly Provident Bank New York) November 2009 - March 2014
Bank of America 2007 - 2009
Bank of the West 2001 - 2006
JPMorgan Chase 1981 - 1991
PMI Mortgage Insurance Co. 1979 - 1981
Skills
Treasury Management, Cash Management, New Business Development, Banking, Investments, Financial Services, Forecasting, Management, Sales Operations, Credit, Credit Analysis, Risk Management, Analysis, Financial Analysis, Sales, Accounting, Commercial Lending, Commercial Banking
Education
Golden Gate University
Graduate Level Business Courses
Queens College
B.A., Education and Urban Studies
University of California, Berkeley
Graduate Level Business Courses
Mathew Wion Mathew Wion's Bank of the West Experience May 2008 - September 2009
Job Line Underwriting Supervisor at CSAA Insurance Group
Industry Insurance
Experience
CSAA Insurance Group, a AAA Insurer June 2014 - Present
CSAA Insurance Group, a AAA Insurer April 2012 - June 2014
CSAA Insurance Group, a AAA Insurer January 2011 - April 2012
Commerce Bank September 2009 - January 2011
Bank of the West May 2008 - September 2009
Commerce Bank August 2007 - May 2008
Skills
Microsoft Excel, Microsoft Office, SQL, Access, Risk Management, Reunderwriting, Process Engineering, Underwriting, Credit, Strategy, Insurance, Loans, Portfolio Management, Life Insurance, Sales, Financial Services, Customer Service, General Insurance, Property & Casualty..., Leadership, Commercial Insurance, Management, Claim
Education
William Woods University 2008 — 2010
Masters, Business Administration, 4.0
Graceland University 2002 — 2006
Bachelor of Arts, Economics
CSAA Insurance Group, a AAA Insurer June 2014 - Present
CSAA Insurance Group, a AAA Insurer April 2012 - June 2014
CSAA Insurance Group, a AAA Insurer January 2011 - April 2012
Commerce Bank September 2009 - January 2011
Bank of the West May 2008 - September 2009
Commerce Bank August 2007 - May 2008
Skills
Microsoft Excel, Microsoft Office, SQL, Access, Risk Management, Reunderwriting, Process Engineering, Underwriting, Credit, Strategy, Insurance, Loans, Portfolio Management, Life Insurance, Sales, Financial Services, Customer Service, General Insurance, Property & Casualty..., Leadership, Commercial Insurance, Management, Claim
Education
William Woods University 2008 — 2010
Masters, Business Administration, 4.0
Graceland University 2002 — 2006
Bachelor of Arts, Economics
Mary Aceves Mary Aceves's Bank of the West Experience August 2011 - July 2012
Job National Account Manager at Nichols Farms / Nichols Pistachio
Industry Food Production
Experience
Nichols Pistachio January 2015 - Present
Nichols Pistachio January 2014 - Present
Nichols Pistachio July 2012 - December 2013
Wells Fargo September 2011 - August 2012
Bank of the West August 2011 - July 2012
Skills
Team Leadership, Leadership Development, Organizational..., Bilingual, Bilingual-English/Spanis..., Microsoft Excel, Time Management, Customer Service, Invoicing, Logistics, Administration, Training, Process Improvement, Teamwork, Microsoft Word, Access, Coaching, Event Planning, Social Networking, Team-oriented, Strategic Planning, Spreadsheets, Data Analysis, Spanish, Marketing, Administrative...
Education
Fresno Pacific University 2010 — 2012
Bachelor of Arts (B.A.), Business Administration, Organizational Leadership Emphasis
Nichols Pistachio January 2015 - Present
Nichols Pistachio January 2014 - Present
Nichols Pistachio July 2012 - December 2013
Wells Fargo September 2011 - August 2012
Bank of the West August 2011 - July 2012
Skills
Team Leadership, Leadership Development, Organizational..., Bilingual, Bilingual-English/Spanis..., Microsoft Excel, Time Management, Customer Service, Invoicing, Logistics, Administration, Training, Process Improvement, Teamwork, Microsoft Word, Access, Coaching, Event Planning, Social Networking, Team-oriented, Strategic Planning, Spreadsheets, Data Analysis, Spanish, Marketing, Administrative...
Education
Fresno Pacific University 2010 — 2012
Bachelor of Arts (B.A.), Business Administration, Organizational Leadership Emphasis
Barbara Barkley Barbara Barkley's Bank of the West Experience March 1998 - January 2014
Job Customer Service Manager at Banking
Industry Banking
Experience
Bank of the West March 1998 - January 2014
First Interstate Bank August 1982 - August 1997
Skills
Customer Service, Team Building, Customer Retention, Multi Tasking, Collaborative Problem..., Compliance, Job Coaching, Customer Experience, Time Management, Hiring
Education
Fresno City College
AS in Business, Banking and Human Resources
Somerville House Boarding School, Brisbane, Australia
Bank of the West March 1998 - January 2014
First Interstate Bank August 1982 - August 1997
Skills
Customer Service, Team Building, Customer Retention, Multi Tasking, Collaborative Problem..., Compliance, Job Coaching, Customer Experience, Time Management, Hiring
Education
Fresno City College
AS in Business, Banking and Human Resources
Somerville House Boarding School, Brisbane, Australia
Mary Rangel Mary Rangel's Bank of the West Experience October 1978 - April 2003
Job
Industry Banking
Experience
CDC Federal Credit Union October 2007 - October 2013
Citizens Trust Bank 2006 - 2007
SunTrust Bank 2005 - 2006
1st Choice Credit Union June 2004 - September 2005
Fresno County Federal Credit Union April 2003 - May 2004
Bank of the West October 1978 - April 2003
Skills
Proficient in..., Strong written and oral..., Advanced customer..., management; time..., Strong analytical and..., Bilingual; able to..., Prepare and maintain..., Training and team..., Sound decision making, Effective use of..., Spanish, Project Management, Management, Time Management, Credit, Team Building, Leadership, Retail Banking, Customer Service, Budgets, Sales, Loans, Consumer Lending
Education
American Military University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.85
Fresno Pacific University 2000 — 2002
Bachelor of Arts (B.A.), Management & Organizational Development
CDC Federal Credit Union October 2007 - October 2013
Citizens Trust Bank 2006 - 2007
SunTrust Bank 2005 - 2006
1st Choice Credit Union June 2004 - September 2005
Fresno County Federal Credit Union April 2003 - May 2004
Bank of the West October 1978 - April 2003
Skills
Proficient in..., Strong written and oral..., Advanced customer..., management; time..., Strong analytical and..., Bilingual; able to..., Prepare and maintain..., Training and team..., Sound decision making, Effective use of..., Spanish, Project Management, Management, Time Management, Credit, Team Building, Leadership, Retail Banking, Customer Service, Budgets, Sales, Loans, Consumer Lending
Education
American Military University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.85
Fresno Pacific University 2000 — 2002
Bachelor of Arts (B.A.), Management & Organizational Development
John Rea John Rea's Bank of the West Experience March 2015 - Present
Job Agribusiness Credit Products Officer
Industry Banking
Experience
Bank of the West March 2015 - Present
Ag Lenders Society of California January 2014 - Present
Bank of the West 2013 - March 2015
Bank of the West 2011 - 2012
Indepentent Contractor 2006 - 2010
Direct America Satellite 2004 - 2006
Skills
Sales, Accounting, Nonprofits, Loans, Sales Operations, Credit, Banking, Accounts Payable, Customer Satisfaction, Customer Service, SAP, Retail Banking, Bookkeeping, Finance, Financial Analysis, Commercial Banking, Credit Analysis
Education
Fresno Pacific University 2012 — 2013
Global MBA, Business Administration and Management, General
Fresno Pacific University
Bachelor's degree, Business Administration and Management, General, Graduated Summa Cum Laude with 4.0 GPA
Bank of the West March 2015 - Present
Ag Lenders Society of California January 2014 - Present
Bank of the West 2013 - March 2015
Bank of the West 2011 - 2012
Indepentent Contractor 2006 - 2010
Direct America Satellite 2004 - 2006
Skills
Sales, Accounting, Nonprofits, Loans, Sales Operations, Credit, Banking, Accounts Payable, Customer Satisfaction, Customer Service, SAP, Retail Banking, Bookkeeping, Finance, Financial Analysis, Commercial Banking, Credit Analysis
Education
Fresno Pacific University 2012 — 2013
Global MBA, Business Administration and Management, General
Fresno Pacific University
Bachelor's degree, Business Administration and Management, General, Graduated Summa Cum Laude with 4.0 GPA
Lisa (Xia) Zhao, CFA, FRM Lisa (Xia) Zhao, CFA, FRM's Bank of the West Experience September 2014 - Present
Job ALM Analyst VP at Bank of the West
Industry Financial Services
Experience
Bank of the West September 2014 - Present
Duff & Phelps March 2011 - September 2014
Southern Company August 2010 - December 2010
Skills
VBA, R, Matlab, SQL, Quantitative Finance, Monte Carlo Simulation, Statistics, Risk Management, Derivatives, Financial Engineering, Access, Valuation, Quantitative Risk, Quantitative Models, Valuation Modeling
Education
Stanford University 2015 — 2015
Georgia State University 2009 — 2010
M.S., Master of Mathematical Risk Management, 4.0
Shanghai Jiao Tong University
M.S., Management Science
Shanghai Jiao Tong University
B.S., Electronical Engineering
Bank of the West September 2014 - Present
Duff & Phelps March 2011 - September 2014
Southern Company August 2010 - December 2010
Skills
VBA, R, Matlab, SQL, Quantitative Finance, Monte Carlo Simulation, Statistics, Risk Management, Derivatives, Financial Engineering, Access, Valuation, Quantitative Risk, Quantitative Models, Valuation Modeling
Education
Stanford University 2015 — 2015
Georgia State University 2009 — 2010
M.S., Master of Mathematical Risk Management, 4.0
Shanghai Jiao Tong University
M.S., Management Science
Shanghai Jiao Tong University
B.S., Electronical Engineering
Anthony Cassano Anthony Cassano's Bank of the West Experience October 2013 - Present
Job IT Systems Analyst at Bank of the West
Industry Banking
Experience
Bank of the West October 2013 - Present
Credit Union West June 2012 - October 2013
Credit Union West February 2012 - June 2012
Skills
Vendor Management, Active Directory, Microsoft Server Support, Unix Operating Systems, Help Desk Support, Systems Analysis, Windows, Visio
Education
Glendale Community College 2012 — 2013
UNIX Networking, Unix Networking
Los Medanos College 2009 — 2011
General Studies, Web Development
Bank of the West October 2013 - Present
Credit Union West June 2012 - October 2013
Credit Union West February 2012 - June 2012
Skills
Vendor Management, Active Directory, Microsoft Server Support, Unix Operating Systems, Help Desk Support, Systems Analysis, Windows, Visio
Education
Glendale Community College 2012 — 2013
UNIX Networking, Unix Networking
Los Medanos College 2009 — 2011
General Studies, Web Development
Beth Alviar Beth Alviar's Bank of the West Experience August 1995 - March 2005
Job Banker at Citi
Industry Financial Services
Experience
California Bank of Commerce August 2014 - Present
Citi February 2012 - May 2014
First Republic Bank April 2005 - November 2011
Bank of the West August 1995 - March 2005
Skills
Private Banking, Banking, Retail Banking, Credit, Commercial Banking, Portfolio Management, Loans, Credit Analysis, Credit Risk, Wealth Management, Investment Banking, Investments, Mortgage Lending, Fixed Income, Equities, Capital Markets
Education
Golden Gate University 2001 — 2003
International/Global Studies
California Bank of Commerce August 2014 - Present
Citi February 2012 - May 2014
First Republic Bank April 2005 - November 2011
Bank of the West August 1995 - March 2005
Skills
Private Banking, Banking, Retail Banking, Credit, Commercial Banking, Portfolio Management, Loans, Credit Analysis, Credit Risk, Wealth Management, Investment Banking, Investments, Mortgage Lending, Fixed Income, Equities, Capital Markets
Education
Golden Gate University 2001 — 2003
International/Global Studies
Kamal Kaur's Bank of the West Experience 2014 - Present
Job Consumer Loan Specialist at Bank of the West
Industry Financial Services
Experience
Bank of the West 2014 - Present
Skills
Banking, Consumer Lending, Customer Service, Loans, Management, Microsoft Office
Education
Golden Gate University 2014 — 2015
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Golden Gate University
Bank of the West 2014 - Present
Skills
Banking, Consumer Lending, Customer Service, Loans, Management, Microsoft Office
Education
Golden Gate University 2014 — 2015
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Golden Gate University
Eduard Khachatryan Eduard Khachatryan's Bank of the West Experience January 2001 - May 2005
Job Real Estate Broker at Luxury Homes International
Industry Real Estate
Experience
Luxury Homes International September 2015 - Present
Eduard K. Properties/Short Sale People July 2009 - Present
Sotheby's International Realty November 2014 - September 2015
Union Financial Group March 2008 - July 2009
Prudential California Realty October 2006 - March 2008
Bank of the West January 2001 - May 2005
Preferred Bank January 2000 - January 2001
Fidelity Federal Bank March 1999 - January 2000
Skills
Short Sales, Foreclosures, Real Estate, Investors, Sellers, Property Management, Buyers, Leases, Home, REO, First Time Home Buyers, Referrals, Mortgage Lending, Selling, Investment Properties, Relocation, Real Estate Transactions, SFR, Single Family Homes, Condos, Investments, Property, Finance, Apartments, Mortgage Banking, FHA, Anniversaries, Sales
Education
Glendale Community College 1999 — 2001
Computer Science, Business Administration
Armenian National University 1994 — 1998
Bachalors Degree, Business Administration
Luxury Homes International September 2015 - Present
Eduard K. Properties/Short Sale People July 2009 - Present
Sotheby's International Realty November 2014 - September 2015
Union Financial Group March 2008 - July 2009
Prudential California Realty October 2006 - March 2008
Bank of the West January 2001 - May 2005
Preferred Bank January 2000 - January 2001
Fidelity Federal Bank March 1999 - January 2000
Skills
Short Sales, Foreclosures, Real Estate, Investors, Sellers, Property Management, Buyers, Leases, Home, REO, First Time Home Buyers, Referrals, Mortgage Lending, Selling, Investment Properties, Relocation, Real Estate Transactions, SFR, Single Family Homes, Condos, Investments, Property, Finance, Apartments, Mortgage Banking, FHA, Anniversaries, Sales
Education
Glendale Community College 1999 — 2001
Computer Science, Business Administration
Armenian National University 1994 — 1998
Bachalors Degree, Business Administration
Nicole Fultz Nicole Fultz's Bank of the West Experience January 2008 - July 2008
Job HR Administrator at JEi, Corporate Services
Industry Education Management
Experience
JEi, Corporate Services January 2015 - Present
Rodan + Fields Dermatologists October 2013 - Present
The Little Gym International, Inc. January 2010 - April 2012
Bank of the West January 2008 - July 2008
Macy's February 2007 - July 2007
Skills
Teaching, Team Building, Team Leadership, Teamwork, Program Management, Dance Education, Jazz Dance, Contemporary Dance, Dance, Modern Dance, Coaching, Motor-skill development, Camp, Curriculum Innovation, Typing, Creative Writing, Experience Working with..., Enjoy Working with..., Early Childhood..., Hands-on leader
Education
Gavilan College 2012 — 2013
Associate of Science (A.S.), Psychology
Mission College 2011 — 2012
Associate's degree, Early Childhood Education
Academy for Salon Professionals 2007 — 2008
Cosmetolgy, Cosmetology
JEi, Corporate Services January 2015 - Present
Rodan + Fields Dermatologists October 2013 - Present
The Little Gym International, Inc. January 2010 - April 2012
Bank of the West January 2008 - July 2008
Macy's February 2007 - July 2007
Skills
Teaching, Team Building, Team Leadership, Teamwork, Program Management, Dance Education, Jazz Dance, Contemporary Dance, Dance, Modern Dance, Coaching, Motor-skill development, Camp, Curriculum Innovation, Typing, Creative Writing, Experience Working with..., Enjoy Working with..., Early Childhood..., Hands-on leader
Education
Gavilan College 2012 — 2013
Associate of Science (A.S.), Psychology
Mission College 2011 — 2012
Associate's degree, Early Childhood Education
Academy for Salon Professionals 2007 — 2008
Cosmetolgy, Cosmetology
Bill Muehlbauer Bill Muehlbauer's Bank of the West Experience August 2011 - August 2012
Job Mortgage Loan Originator at American Bank & Trust
Industry Banking
Experience
American Bank & Trust August 2012 - Present
Bank of the West August 2011 - August 2012
Bank of America July 2007 - August 2011
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Finance, FHA, Loans, Consumer Lending, VA loans, Residential Mortgages, Government Loans, Construction Loans, USDA, FHA financing, Home Equity Loans, VA Loans
Education
Xinnix Mortgage Academy 2007 — 2007
Mortgage
Front Range Community College 2001 — 2006
American Bank & Trust August 2012 - Present
Bank of the West August 2011 - August 2012
Bank of America July 2007 - August 2011
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Finance, FHA, Loans, Consumer Lending, VA loans, Residential Mortgages, Government Loans, Construction Loans, USDA, FHA financing, Home Equity Loans, VA Loans
Education
Xinnix Mortgage Academy 2007 — 2007
Mortgage
Front Range Community College 2001 — 2006
Don Sabatini Don Sabatini's Bank of the West Experience June 2015 - Present
Job Vice PresidentReal Estate Industries Division at Bank of the West
Industry Real Estate
Experience
Bank of the West June 2015 - Present
Bank of the West November 2013 - Present
Wells Fargo January 2008 - October 2012
Greater Bay Bank January 2006 - January 2008
Union Bank January 2004 - January 2006
Wells Fargo January 1997 - January 2004
Bank of America January 1992 - January 1997
Wells Fargo January 1990 - January 1992
SUMITOMO BANK January 1988 - January 1990
Skills
Construction, Credit, Affordable Housing, Underwriting, Commercial Real Estate, Real Estate, Due Diligence, Disposition, Real Estate Development, Portfolio Management, Commercial Banking, Financial Analysis, Management, Credit Risk, Risk Management, Commercial Lending
Education
UC Berkeley
Bachelor of Arts (BA), English Language and Literature/Letters
Golden Gate University
Master of Business Administration (MBA), Real Estate
Bank of the West June 2015 - Present
Bank of the West November 2013 - Present
Wells Fargo January 2008 - October 2012
Greater Bay Bank January 2006 - January 2008
Union Bank January 2004 - January 2006
Wells Fargo January 1997 - January 2004
Bank of America January 1992 - January 1997
Wells Fargo January 1990 - January 1992
SUMITOMO BANK January 1988 - January 1990
Skills
Construction, Credit, Affordable Housing, Underwriting, Commercial Real Estate, Real Estate, Due Diligence, Disposition, Real Estate Development, Portfolio Management, Commercial Banking, Financial Analysis, Management, Credit Risk, Risk Management, Commercial Lending
Education
UC Berkeley
Bachelor of Arts (BA), English Language and Literature/Letters
Golden Gate University
Master of Business Administration (MBA), Real Estate
Andrea Gerodias Andrea Gerodias's Bank of the West Experience May 2004 - Present
Job Experienced Recruiter at Bank of the West
Industry Banking
Experience
Bank of the West May 2004 - Present
Chevron Federal Credit Union February 2001 - February 2004
PLM International, Inc. October 1989 - July 2000
Education
Golden Gate University
MS, Human Resources
Holy Names University
BA, Human Services
Bank of the West May 2004 - Present
Chevron Federal Credit Union February 2001 - February 2004
PLM International, Inc. October 1989 - July 2000
Education
Golden Gate University
MS, Human Resources
Holy Names University
BA, Human Services
JoAnne Alpert JoAnne Alpert's Bank of the West Experience July 1996 - Present
Job Mortgage Banker at Bank of the West
Industry Banking
Experience
Bank of the West July 1996 - Present
Glendale Federal Bank March 1989 - July 1996
Education
Fullerton College
Bank of the West July 1996 - Present
Glendale Federal Bank March 1989 - July 1996
Education
Fullerton College
Chandra Brown, EA, CLPF Chandra Brown, EA, CLPF's Bank of the West Experience March 2007 - February 2009
Job Boussole Financial Solutions, LLC
Industry Accounting
Experience
Boussole Financial Solutions, LLC March 2009 - Present
BNI 2012 - 2013
National Association of Tax Professionals 2011 - 2012
Bank of the West March 2007 - February 2009
Charles Schwab January 2006 - March 2007
Skills
Accounting, Small Business, Quickbooks, Estate Planning, Financial Planning, Tax Preparation, Tax, Financial Planners, Strategic Financial..., High Net Worth..., Bookkeeping, QuickBooks, Income Tax, IRS, Tax Accounting, Tax Advisory, Tax Research, Partnership Taxation, Cash Flow, Auditing, General Ledger, Tax Returns, Corporate Tax, Account Reconciliation, US GAAP, CPA, Financial Reporting, Financial Statements, Accounts Receivable, Internal Controls, Sales Tax, Fixed Assets, Accounts Payable, Finance, Investments, Due Diligence, GAAP, Sarbanes-Oxley Act, Financial Analysis, Payroll, Financial Accounting, Public Speaking
Education
Golden Gate University 2006 — 2011
MS, Taxation
Coro Foundation Fellowship 1997 — 1998
Certificate, Public Affairs
Occidental College 1991 — 1995
B.A., Politics & Sociology
Boussole Financial Solutions, LLC March 2009 - Present
BNI 2012 - 2013
National Association of Tax Professionals 2011 - 2012
Bank of the West March 2007 - February 2009
Charles Schwab January 2006 - March 2007
Skills
Accounting, Small Business, Quickbooks, Estate Planning, Financial Planning, Tax Preparation, Tax, Financial Planners, Strategic Financial..., High Net Worth..., Bookkeeping, QuickBooks, Income Tax, IRS, Tax Accounting, Tax Advisory, Tax Research, Partnership Taxation, Cash Flow, Auditing, General Ledger, Tax Returns, Corporate Tax, Account Reconciliation, US GAAP, CPA, Financial Reporting, Financial Statements, Accounts Receivable, Internal Controls, Sales Tax, Fixed Assets, Accounts Payable, Finance, Investments, Due Diligence, GAAP, Sarbanes-Oxley Act, Financial Analysis, Payroll, Financial Accounting, Public Speaking
Education
Golden Gate University 2006 — 2011
MS, Taxation
Coro Foundation Fellowship 1997 — 1998
Certificate, Public Affairs
Occidental College 1991 — 1995
B.A., Politics & Sociology
Shane Robinson's Bank of the West Experience October 2012 - Present
Job Sr. Vice President Commercial Banking at Bank of the West
Industry Banking
Experience
Bank of the West October 2012 - Present
US Bank May 2008 - November 2012
Lehman Brothers May 2005 - April 2008
Skills
Direct Sales, Sales Management, Financial Analysis, Entrepreneurship, Marketing Communications, Contract Negotiation, Underwriting, Commercial Banking, New Business Development, Banking, Commercial Lending, Self Starter, Start-ups, Idea Generation, Selling Ideas, Business Modeling, Software Development, Mobile Applications, Selling
Education
San Diego State University-California State University 1998 — 2000
Bachelor of Science (BS), Accounting and Finance
Fresno City College
Associate of Arts (A.A.)
Bank of the West October 2012 - Present
US Bank May 2008 - November 2012
Lehman Brothers May 2005 - April 2008
Skills
Direct Sales, Sales Management, Financial Analysis, Entrepreneurship, Marketing Communications, Contract Negotiation, Underwriting, Commercial Banking, New Business Development, Banking, Commercial Lending, Self Starter, Start-ups, Idea Generation, Selling Ideas, Business Modeling, Software Development, Mobile Applications, Selling
Education
San Diego State University-California State University 1998 — 2000
Bachelor of Science (BS), Accounting and Finance
Fresno City College
Associate of Arts (A.A.)
Jay Hartlove, CRCM, MSF, CPL Jay Hartlove, CRCM, MSF, CPL's Bank of the West Experience July 2013 - November 2013
Job Compliance Officer st Patelco Credit Union
Industry Banking
Experience
Patelco Credit Union March 2014 - Present
Wells Fargo Bank February 2014 - March 2014
Bank of the West July 2013 - November 2013
Wolters Kluwer Financial Services November 2012 - June 2013
GeoVera Holdings, Inc. April 2012 - November 2012
Bank of the West December 2005 - January 2012
Bingham McCutchen May 2005 - December 2005
Union Bank of California January 1999 - May 2005
Gold Bennett and Cera LLP July 1993 - January 1999
Skills
Public Speaking, Negotiation, Mediation, Teaching, Writing, Technical Writing, Legal Research, Banking, Litigation, Compliance, Policy, Analysis, Risk Management, Contract Negotiation, SOX, Process Improvement, Research, Financial Risk, Risk Assessment, Project Management, Internal Audit, Finance, AML, KYC, OFAC
Education
ABA Intermediate Compliance School 2009 — 2009
Certificate, Banking regulation
ABA National Compliance School 2008 — 2008
Diploma, Banking regulatory compliance
Golden Gate University 2001 — 2003
Master of Science, Finance
San Francisco State University 2000 — 2001
Master of Science in Finance, Business
St. Mary's College of California 1991 — 1992
Paralegal Certificate, Law
University of California, Los Angeles 1975 — 1979
Psychobiology
Santa Monica High School 1973 — 1975
Diploma, University Preparatory
Patelco Credit Union March 2014 - Present
Wells Fargo Bank February 2014 - March 2014
Bank of the West July 2013 - November 2013
Wolters Kluwer Financial Services November 2012 - June 2013
GeoVera Holdings, Inc. April 2012 - November 2012
Bank of the West December 2005 - January 2012
Bingham McCutchen May 2005 - December 2005
Union Bank of California January 1999 - May 2005
Gold Bennett and Cera LLP July 1993 - January 1999
Skills
Public Speaking, Negotiation, Mediation, Teaching, Writing, Technical Writing, Legal Research, Banking, Litigation, Compliance, Policy, Analysis, Risk Management, Contract Negotiation, SOX, Process Improvement, Research, Financial Risk, Risk Assessment, Project Management, Internal Audit, Finance, AML, KYC, OFAC
Education
ABA Intermediate Compliance School 2009 — 2009
Certificate, Banking regulation
ABA National Compliance School 2008 — 2008
Diploma, Banking regulatory compliance
Golden Gate University 2001 — 2003
Master of Science, Finance
San Francisco State University 2000 — 2001
Master of Science in Finance, Business
St. Mary's College of California 1991 — 1992
Paralegal Certificate, Law
University of California, Los Angeles 1975 — 1979
Psychobiology
Santa Monica High School 1973 — 1975
Diploma, University Preparatory
Brian Elrod Brian Elrod's Bank of the West Experience April 2000 - April 2002
Job Owner / Operator of B&B Design and Consign LLC
Industry Retail
Experience
United Commercial Bank / East West Bank August 2007 - August 2012
Signature Bank of Georgia July 2006 - August 2007
SouthTrust Bank January 2004 - June 2006
Bridgeview Capital Solutions April 2002 - January 2004
Bank of the West April 2000 - April 2002
Alacom Finance 2001 - 2002
Bank of America, FSB December 1997 - March 2000
Bank South / NationsBank April 1995 - December 1997
Barnett Bank of Southeast Georgia October 1990 - April 1995
Skills
Commercial Lending, SBA, Contract Negotiation, Small Business Lending, Retail Banking, Financial Analysis, Sales Management, Risk Management, Investment Banking, Commercial Real Estate, Loan Origination, Leadership, Real Estate, Bank Secrecy Act, Finance, Investment Properties, Mortgage Lending, Cash Flow, Business Development, Private Banking, Cross Selling, Cash Management, Financial Risk, Treasury Management, Investments, Mergers & Acquisitions, Corporate Finance, Executive Management, Due Diligence, Credit Cards, Relationship Management, Mortgage Banking, Financial Services, Financial Structuring
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1990
MBA, Finance
University of Georgia - Terry College of Business 1981 — 1985
BA, Economics
Campbell High School 1977 — 1981
College Prep, Advanced Placement
United Commercial Bank / East West Bank August 2007 - August 2012
Signature Bank of Georgia July 2006 - August 2007
SouthTrust Bank January 2004 - June 2006
Bridgeview Capital Solutions April 2002 - January 2004
Bank of the West April 2000 - April 2002
Alacom Finance 2001 - 2002
Bank of America, FSB December 1997 - March 2000
Bank South / NationsBank April 1995 - December 1997
Barnett Bank of Southeast Georgia October 1990 - April 1995
Skills
Commercial Lending, SBA, Contract Negotiation, Small Business Lending, Retail Banking, Financial Analysis, Sales Management, Risk Management, Investment Banking, Commercial Real Estate, Loan Origination, Leadership, Real Estate, Bank Secrecy Act, Finance, Investment Properties, Mortgage Lending, Cash Flow, Business Development, Private Banking, Cross Selling, Cash Management, Financial Risk, Treasury Management, Investments, Mergers & Acquisitions, Corporate Finance, Executive Management, Due Diligence, Credit Cards, Relationship Management, Mortgage Banking, Financial Services, Financial Structuring
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1990
MBA, Finance
University of Georgia - Terry College of Business 1981 — 1985
BA, Economics
Campbell High School 1977 — 1981
College Prep, Advanced Placement
Raj Gopal Raj Gopal's Bank of the West Experience March 2010 - Present
Job Head of Enterprise Risk Architecture at Bank of the West
Industry Banking
Experience
Bank of the West March 2010 - Present
Wells Fargo 2009 - March 2010
Wachovia, A Wells Fargo Company 2001 - 2009
Wachovia, A Wells Fargo Company 1996 - 2001
Skills
Credit Risk, Risk Management
Education
Harvard Business School 2006 — 2006
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
Georgia State University
M.S; B.B.A, Finance; Accounting
La Salle PJ
Bank of the West March 2010 - Present
Wells Fargo 2009 - March 2010
Wachovia, A Wells Fargo Company 2001 - 2009
Wachovia, A Wells Fargo Company 1996 - 2001
Skills
Credit Risk, Risk Management
Education
Harvard Business School 2006 — 2006
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
Georgia State University
M.S; B.B.A, Finance; Accounting
La Salle PJ
Randy Dana Randy Dana's Bank of the West Experience March 2000 - Present
Job Business Development Officer at Bank of the West
Industry Banking
Experience
Bank of the West March 2000 - Present
Bank of America 1977 - 1994
Universal Studios Tour 1973 - 1976
Education
Golden Gate University 1977 — 1979
MBA, Business/Marketing
Menlo College 1968 — 1972
BS, Business/Marketing
Judson High School, Scottsdale, Arizona 1965 — 1968
High School Diploma, Liberal Arts
Portola Junior High School, El Cerrito, CA 1962 — 1965
Junior High School, Liberal Arts
Bank of the West March 2000 - Present
Bank of America 1977 - 1994
Universal Studios Tour 1973 - 1976
Education
Golden Gate University 1977 — 1979
MBA, Business/Marketing
Menlo College 1968 — 1972
BS, Business/Marketing
Judson High School, Scottsdale, Arizona 1965 — 1968
High School Diploma, Liberal Arts
Portola Junior High School, El Cerrito, CA 1962 — 1965
Junior High School, Liberal Arts
Dan Chang, CFP® Dan Chang, CFP®'s Bank of the West Experience December 1998 - December 1999
Job Financial Advisor Managing Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2003 - Present
Wall Street Financial Group January 1999 - January 2003
Bank of the West December 1998 - December 1999
Education
Golden Gate University 2000 — 2002
Ceriticate, Financial Planning
Golden Gate University 1998 — 2002
BS, Finance
Ameriprise Financial Services, Inc. November 2003 - Present
Wall Street Financial Group January 1999 - January 2003
Bank of the West December 1998 - December 1999
Education
Golden Gate University 2000 — 2002
Ceriticate, Financial Planning
Golden Gate University 1998 — 2002
BS, Finance
Jim Fujinaga Jim Fujinaga's Bank of the West Experience December 2009 - 2014
Job EVP/Managing Partner at Private Wealth Alliance
Industry Banking
Experience
Private Wealth Alliance 2014 - Present
Bank of the West December 2009 - 2014
JPMorgan Chase 2008 - 2009
Wamu Investments 2002 - 2008
Wells Fargo Private Client Services 1999 - 2002
Citi 1991 - 1999
Skills
Financial Services, Underwriting, Loans, Commercial Banking, Risk Management, Credit, Mortgage Lending, Capital Markets, Credit Analysis, Strategic Financial..., Mortgage Banking, Finance, Financial Analysis, Consumer Lending, Portfolio Management, Private Banking, Loan Origination, Financial Modeling, Financial Risk, Retail Banking, Small Business Lending, Asset Management, Credit Risk, Cash Management, Financial Planning
Education
UC Berkeley
Bachelor of Arts (B.A.), Economics
Golden Gate University
Master of Business Administration (MBA), Financial Planning
Private Wealth Alliance 2014 - Present
Bank of the West December 2009 - 2014
JPMorgan Chase 2008 - 2009
Wamu Investments 2002 - 2008
Wells Fargo Private Client Services 1999 - 2002
Citi 1991 - 1999
Skills
Financial Services, Underwriting, Loans, Commercial Banking, Risk Management, Credit, Mortgage Lending, Capital Markets, Credit Analysis, Strategic Financial..., Mortgage Banking, Finance, Financial Analysis, Consumer Lending, Portfolio Management, Private Banking, Loan Origination, Financial Modeling, Financial Risk, Retail Banking, Small Business Lending, Asset Management, Credit Risk, Cash Management, Financial Planning
Education
UC Berkeley
Bachelor of Arts (B.A.), Economics
Golden Gate University
Master of Business Administration (MBA), Financial Planning
Yvishia McCoy's Bank of the West Experience October 1999 - July 2002
Job REO Asset Resolution Supervisor at Ocwen Financial Corporation
Industry Financial Services
Experience
Ocwen Financial Corporation February 2013 - October 2013
GMAC ResCap December 2009 - February 2013
GMAC Mortgage August 2008 - December 2009
Homecomings Financial April 2006 - July 2008
Business Loan Center, LLC March 2004 - March 2006
Business Loan Center, LLC July 2002 - March 2004
Bank of the West October 1999 - July 2002
Regions Bank September 1998 - October 1999
Cypress Bayou Casino Hotel September 1993 - September 1998
Skills
REO, Mortgage Lending, Portfolio Management, Credit, Financial Services, Finance, Financial Analysis, Banking, Investor Relations, Capital Markets, Investments, Corporate Communications, Commercial Banking, Branch Banking, Mortgage Servicing, Mortgage Banking, Reverse Mortgages, Small Business, Loan Servicing, Construction Loans, SAR, CFR, Account Reconciliation, Bank Reconciliation, Investor Reporting, Investor Liaison, Legal Research Skills, Employee Training, Policy Analysis, Procedure Development, Procedure Manuals, Employee Engagement
Education
Grambling State University
Franklin High School
Grambling State University
Ocwen Financial Corporation February 2013 - October 2013
GMAC ResCap December 2009 - February 2013
GMAC Mortgage August 2008 - December 2009
Homecomings Financial April 2006 - July 2008
Business Loan Center, LLC March 2004 - March 2006
Business Loan Center, LLC July 2002 - March 2004
Bank of the West October 1999 - July 2002
Regions Bank September 1998 - October 1999
Cypress Bayou Casino Hotel September 1993 - September 1998
Skills
REO, Mortgage Lending, Portfolio Management, Credit, Financial Services, Finance, Financial Analysis, Banking, Investor Relations, Capital Markets, Investments, Corporate Communications, Commercial Banking, Branch Banking, Mortgage Servicing, Mortgage Banking, Reverse Mortgages, Small Business, Loan Servicing, Construction Loans, SAR, CFR, Account Reconciliation, Bank Reconciliation, Investor Reporting, Investor Liaison, Legal Research Skills, Employee Training, Policy Analysis, Procedure Development, Procedure Manuals, Employee Engagement
Education
Grambling State University
Franklin High School
Grambling State University
Elizabeth Custer Elizabeth Custer's Bank of the West Experience October 2013 - February 2015
Job Paraeducator and Transcriptionist
Industry Legal Services
Experience
RE1 School District February 2015 - Present
Self-Employed October 2014 - Present
Bank of the West October 2013 - February 2015
City of Sterling February 2014 - October 2014
City of Sterling March 2013 - October 2013
Mile High Banks May 2010 - February 2013
Mile High Banks November 2006 - May 2010
Colorado State Bank and Trust January 2006 - November 2006
Colorado State Bank and Trust December 2004 - January 2006
Skills
Multitasker, Great People Skills, Energetic, Microsoft Office, Private Banking, Credit, Commercial Banking, Banking, Administration, Analysis, Auditing, Branch Management, Budgets, Critical Thinking, Customer Satisfaction, Customer Service, Deposits, Finance, Leadership, Management, Microsoft Excel, Microsoft Word, Negotiation, Outlook, Records Management, Retail Banking, Team Leadership, Teamwork, Time Management, Lines Of Credit, Business Development, Corporate Finance, Risk Management, Loans, Portfolio Management, Sales, Cross Selling, Sales Management, Business Planning, Financial Analysis
Education
University of Northern Colorado 2000 — 2004
Bachelor of Arts, Psychology
Front Range Community College 2001 — 2001
Certified Nurse Assistant, Pre-Nursing Studies
RE1 School District February 2015 - Present
Self-Employed October 2014 - Present
Bank of the West October 2013 - February 2015
City of Sterling February 2014 - October 2014
City of Sterling March 2013 - October 2013
Mile High Banks May 2010 - February 2013
Mile High Banks November 2006 - May 2010
Colorado State Bank and Trust January 2006 - November 2006
Colorado State Bank and Trust December 2004 - January 2006
Skills
Multitasker, Great People Skills, Energetic, Microsoft Office, Private Banking, Credit, Commercial Banking, Banking, Administration, Analysis, Auditing, Branch Management, Budgets, Critical Thinking, Customer Satisfaction, Customer Service, Deposits, Finance, Leadership, Management, Microsoft Excel, Microsoft Word, Negotiation, Outlook, Records Management, Retail Banking, Team Leadership, Teamwork, Time Management, Lines Of Credit, Business Development, Corporate Finance, Risk Management, Loans, Portfolio Management, Sales, Cross Selling, Sales Management, Business Planning, Financial Analysis
Education
University of Northern Colorado 2000 — 2004
Bachelor of Arts, Psychology
Front Range Community College 2001 — 2001
Certified Nurse Assistant, Pre-Nursing Studies
Cassius Conway Cassius Conway's Bank of the West Experience March 2013 - June 2013
Job Security Compliance Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Calypso Technology December 2013 - February 2015
Wells Fargo October 2013 - November 2013
Bank of the West March 2013 - June 2013
Union Bank July 2007 - March 2013
Wells Fargo Bank April 2006 - June 2007
Wells Fargo Bank November 2005 - April 2006
Wells Fargo Bank September 2004 - November 2005
Wells Fargo Bank January 1999 - September 2004
Wells Fargo Bank July 1997 - December 1998
Skills
Risk Management, Financial Risk, Program Management, Internal Audit, Internal Controls, Risk Assessment, Securities, Enterprise Risk..., Operational Risk..., Financial Services, Capital Markets, Operational Risk, Mutual Funds, AML, Treasury Management, Commercial Banking, Anti Money Laundering, Leadership, Sarbanes-Oxley Act
Education
Boston University/Pepperdine University 2008 — 2010
Certificate: CSOP, Cannon Financial Institute, Inc. Securities Operations School
Golden Gate University 2003 — 2004
M.S., Management of Technology
Golden Gate University 2003 — 2004
Graduate Certificate, Telecommunications Management
University of California, Berkeley 1990 — 1994
B.A., Political Science
E*TRADE Financial Corporation May 2015 - Present
Calypso Technology December 2013 - February 2015
Wells Fargo October 2013 - November 2013
Bank of the West March 2013 - June 2013
Union Bank July 2007 - March 2013
Wells Fargo Bank April 2006 - June 2007
Wells Fargo Bank November 2005 - April 2006
Wells Fargo Bank September 2004 - November 2005
Wells Fargo Bank January 1999 - September 2004
Wells Fargo Bank July 1997 - December 1998
Skills
Risk Management, Financial Risk, Program Management, Internal Audit, Internal Controls, Risk Assessment, Securities, Enterprise Risk..., Operational Risk..., Financial Services, Capital Markets, Operational Risk, Mutual Funds, AML, Treasury Management, Commercial Banking, Anti Money Laundering, Leadership, Sarbanes-Oxley Act
Education
Boston University/Pepperdine University 2008 — 2010
Certificate: CSOP, Cannon Financial Institute, Inc. Securities Operations School
Golden Gate University 2003 — 2004
M.S., Management of Technology
Golden Gate University 2003 — 2004
Graduate Certificate, Telecommunications Management
University of California, Berkeley 1990 — 1994
B.A., Political Science
Susan Newman PMP CSM Susan Newman PMP CSM's Bank of the West Experience December 2013 - August 2014
Job Senior/Lead Project Manager at Blue Shield of California
Industry Information Technology and Services
Experience
Blue Shield of California March 2015 - Present
Bank of the West December 2013 - August 2014
West Marine July 2013 - December 2013
Kaiser Permanente September 2012 - December 2012
VMware June 2011 - December 2011
Rambus July 2007 - February 2011
Genentech August 2006 - April 2007
Granite Construction Inc July 2005 - August 2006
Bank of America November 2004 - July 2005
Dole Food Company June 2003 - November 2004
Skills
Program Management, Business Analysis, Project Management, Project Planning, Risk Management, Technical Writing, RFP, Data Integration, Data Mapping, Integration, Quality Assurance, SDLC, Change Management, Mediation, Cross-functional Team..., Software Project..., Testing, Management, SharePoint, Leadership, Software Documentation, Vendor Management, Training, Scrum, M&A experience, Analysis, Data Analysis, Project Portfolio..., Telecommunications, Process Improvement, PMO, Business Process, Team Building, Visio, Requirements Analysis, MS Project, PMP, IT Management, Systems Analysis, Business Process..., Data Center, Agile Project Management, Business Intelligence, ITIL, Resource Management, Agile Methodologies, IT Strategy, Information Technology, Software Development, Business Requirements
Education
Agile Learning Labs 2012 — 2012
Certified Scrum Master
Marvin Schwartz JD 2011 — 2011
Certificate, Mediation
University of California, Berkeley 2004 — 2007
Certificate, Project Management
Project Management Institute 2005 — 2005
PMP, Project Management
George Mason University 1992 — 1996
MA, Telecommunications
Virginia Commonwealth University 1987 — 1989
BS, Information Systems
Blue Shield of California March 2015 - Present
Bank of the West December 2013 - August 2014
West Marine July 2013 - December 2013
Kaiser Permanente September 2012 - December 2012
VMware June 2011 - December 2011
Rambus July 2007 - February 2011
Genentech August 2006 - April 2007
Granite Construction Inc July 2005 - August 2006
Bank of America November 2004 - July 2005
Dole Food Company June 2003 - November 2004
Skills
Program Management, Business Analysis, Project Management, Project Planning, Risk Management, Technical Writing, RFP, Data Integration, Data Mapping, Integration, Quality Assurance, SDLC, Change Management, Mediation, Cross-functional Team..., Software Project..., Testing, Management, SharePoint, Leadership, Software Documentation, Vendor Management, Training, Scrum, M&A experience, Analysis, Data Analysis, Project Portfolio..., Telecommunications, Process Improvement, PMO, Business Process, Team Building, Visio, Requirements Analysis, MS Project, PMP, IT Management, Systems Analysis, Business Process..., Data Center, Agile Project Management, Business Intelligence, ITIL, Resource Management, Agile Methodologies, IT Strategy, Information Technology, Software Development, Business Requirements
Education
Agile Learning Labs 2012 — 2012
Certified Scrum Master
Marvin Schwartz JD 2011 — 2011
Certificate, Mediation
University of California, Berkeley 2004 — 2007
Certificate, Project Management
Project Management Institute 2005 — 2005
PMP, Project Management
George Mason University 1992 — 1996
MA, Telecommunications
Virginia Commonwealth University 1987 — 1989
BS, Information Systems
Cuciz, Kate Cuciz, Kate's Bank of the West Experience April 2002 - Present
Job Recruiter “Inspiring, motivating, and supporting individuals to achieve successful and fulfilling careers”
Industry Banking
Experience
Bank of the West April 2002 - Present
Bank of the West June 1978 - Present
Bank of the West September 2001 - April 2002
Bank of the West January 2001 - January 2002
Bank of the West January 2000 - January 2001
Bank of the West January 1991 - January 2000
Bank of the West January 1985 - January 1991
Bank of the West January 1978 - January 1985
Skills
Learning, Empathy, Achievement, Adaptability, Talent Acquisition, Financial Services, Sourcing, Networking, Banking, Negotiation, Leadership, Recruiting
Education
Golden Gate University 2009 — 2011
MS, Human Resource Management
Golden Gate University 2008 — 2010
MS, Human Resource Management
San Jose State University 2001 — 2005
BS, Business Administration - Human Resource Management
San Jose State University 2000 — 2003
BS, Human Resource Management
Bank of the West April 2002 - Present
Bank of the West June 1978 - Present
Bank of the West September 2001 - April 2002
Bank of the West January 2001 - January 2002
Bank of the West January 2000 - January 2001
Bank of the West January 1991 - January 2000
Bank of the West January 1985 - January 1991
Bank of the West January 1978 - January 1985
Skills
Learning, Empathy, Achievement, Adaptability, Talent Acquisition, Financial Services, Sourcing, Networking, Banking, Negotiation, Leadership, Recruiting
Education
Golden Gate University 2009 — 2011
MS, Human Resource Management
Golden Gate University 2008 — 2010
MS, Human Resource Management
San Jose State University 2001 — 2005
BS, Business Administration - Human Resource Management
San Jose State University 2000 — 2003
BS, Human Resource Management
Kate Cuciz Kate Cuciz's Bank of the West Experience January 2001 - Present
Job Senior Recruiter "Inspiring, motivating, and supporting individuals to achieve successful and fulfilling careers”
Industry Financial Services
Experience
Bank of the West January 2001 - Present
Bank of the West 1978 - 2009
Bank of the West January 1990 - January 2001
Skills
Negotiation, Job Analysis, Talent Acquisition, College Recruiting, Workforce Planning, Interviewing, Sourcing, Resume Writing
Education
Golden Gate University 2008 — 2010
MS, Human Resource Management
San Jose State University 2001 — 2003
BS, Business Administration
Bank of the West January 2001 - Present
Bank of the West 1978 - 2009
Bank of the West January 1990 - January 2001
Skills
Negotiation, Job Analysis, Talent Acquisition, College Recruiting, Workforce Planning, Interviewing, Sourcing, Resume Writing
Education
Golden Gate University 2008 — 2010
MS, Human Resource Management
San Jose State University 2001 — 2003
BS, Business Administration
Janet Zacharatos Janet Zacharatos's Bank of the West Experience 2012 - 2012
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Bank of the West 2012 - 2012
Wells Fargo Bank February 2010 - August 2011
Wells Fargo Bank October 2004 - December 2009
Wells Fargo Bank September 2000 - September 2004
Wells Fargo Bank September 1998 - August 2000
Wells Fargo Bank December 1990 - August 1998
Skills
Banking, Risk Management, Credit Cards, Vendor Management, Financial Services, Process Improvement, Relationship Management, Operational Risk..., Program Management, Project Management, Team Building, Basel II, BSA/AML, Information Security..., Federal Regulation E, Credit, Portfolio Management, Business Continuity, Operational Risk, Management, Retail Banking, Credit Risk, AML, Enterprise Risk..., Loans, Treasury Management
Education
Golden Gate University
Bachelor of Science, Management
Trumbull High
Wells Fargo April 2013 - Present
Bank of the West 2012 - 2012
Wells Fargo Bank February 2010 - August 2011
Wells Fargo Bank October 2004 - December 2009
Wells Fargo Bank September 2000 - September 2004
Wells Fargo Bank September 1998 - August 2000
Wells Fargo Bank December 1990 - August 1998
Skills
Banking, Risk Management, Credit Cards, Vendor Management, Financial Services, Process Improvement, Relationship Management, Operational Risk..., Program Management, Project Management, Team Building, Basel II, BSA/AML, Information Security..., Federal Regulation E, Credit, Portfolio Management, Business Continuity, Operational Risk, Management, Retail Banking, Credit Risk, AML, Enterprise Risk..., Loans, Treasury Management
Education
Golden Gate University
Bachelor of Science, Management
Trumbull High
Marina Ivanov's Bank of the West Experience April 2014 - Present
Job Vice President, Data Analytics and Reporting Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West April 2014 - Present
Bank of the West December 2011 - April 2014
Moody's Analytics / Moody's KMV September 2008 - December 2011
Moody's KMV January 2007 - September 2008
Neopost Leasing / Hasler Financial Services March 2005 - January 2007
Parex Bank July 2000 - September 2004
Skills
Economics, Research, Credit, Financial Institutions, Statistics, Analysis, Policy, Microsoft Office, Customer Relations, Loans, Banking, Databases, Contract Negotiation, Relational Databases, Database Analysis, Agile Project Management, Offshore Project..., Data Analysis, Credit Risk, SAS, SQL, Data Modeling, Basel II, Data Mining, Access, Commercial Lending, SQL Server, Financial Analysis, Financial Modeling, Enterprise Risk..., Financial Reporting, Crystal Reports, Risk Management, Financial Risk, Market Risk
Education
Aalborg University
Master of Science
Kaliningrad State Technical University
Bachelor of Science
Golden Gate University
Bank of the West April 2014 - Present
Bank of the West December 2011 - April 2014
Moody's Analytics / Moody's KMV September 2008 - December 2011
Moody's KMV January 2007 - September 2008
Neopost Leasing / Hasler Financial Services March 2005 - January 2007
Parex Bank July 2000 - September 2004
Skills
Economics, Research, Credit, Financial Institutions, Statistics, Analysis, Policy, Microsoft Office, Customer Relations, Loans, Banking, Databases, Contract Negotiation, Relational Databases, Database Analysis, Agile Project Management, Offshore Project..., Data Analysis, Credit Risk, SAS, SQL, Data Modeling, Basel II, Data Mining, Access, Commercial Lending, SQL Server, Financial Analysis, Financial Modeling, Enterprise Risk..., Financial Reporting, Crystal Reports, Risk Management, Financial Risk, Market Risk
Education
Aalborg University
Master of Science
Kaliningrad State Technical University
Bachelor of Science
Golden Gate University
Scott Erwin Cripps Scott Erwin Cripps's Bank of the West Experience 2012 - January 2015
Job Managing Director and Chief Fiduciary Officer at Rothschild Trust North America, LLC
Industry Banking
Experience
Rothschild Trust North America, LLC January 2015 - Present
Bank of the West 2012 - January 2015
Charles Schwab & Co., Inc., Schwab Private Client Registered Investment Advisor 2010 - 2012
Grant Thornton 2007 - July 2010
Citizens Bank Wealth Management, N.A. 2005 - 2007
The Private Trust Company, N.A. 2003 - 2005
Law Offices of Scott E. Cripps, LL.M. 1997 - 2003
Skills
High Net Worth..., Tax, Investment Management, Fiduciary, Asset Protection, Estate Tax Planning, Succession Planning, Investments, Corporate Law, Wealth, Leadership, Business Planning, Trust Services, Wealth Management, Contract Negotiation, Estate Law, Estate Planning, Private Banking, Mergers & Acquisitions, Wealth Management..., Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Trusts, Securities, Asset Management, Strategic Financial..., Financial Planners, Financial Advisory, Corporate Governance, Mutual Funds, Banking, Finance, Financial Services, Retirement, Portfolio Management, Financial Planning
Education
Thomas Jefferson School of Law 1993 — 1996
JD, Law
Oxford University 1996 — 1996
Cert., International Law Studies
Golden Gate University, School of Law 1997 — 1998
Master of Laws (LL.M.), Taxation Program (LL.M.)
University of California, Davis 1980 — 1985
BA, Economics
Rothschild Trust North America, LLC January 2015 - Present
Bank of the West 2012 - January 2015
Charles Schwab & Co., Inc., Schwab Private Client Registered Investment Advisor 2010 - 2012
Grant Thornton 2007 - July 2010
Citizens Bank Wealth Management, N.A. 2005 - 2007
The Private Trust Company, N.A. 2003 - 2005
Law Offices of Scott E. Cripps, LL.M. 1997 - 2003
Skills
High Net Worth..., Tax, Investment Management, Fiduciary, Asset Protection, Estate Tax Planning, Succession Planning, Investments, Corporate Law, Wealth, Leadership, Business Planning, Trust Services, Wealth Management, Contract Negotiation, Estate Law, Estate Planning, Private Banking, Mergers & Acquisitions, Wealth Management..., Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Trusts, Securities, Asset Management, Strategic Financial..., Financial Planners, Financial Advisory, Corporate Governance, Mutual Funds, Banking, Finance, Financial Services, Retirement, Portfolio Management, Financial Planning
Education
Thomas Jefferson School of Law 1993 — 1996
JD, Law
Oxford University 1996 — 1996
Cert., International Law Studies
Golden Gate University, School of Law 1997 — 1998
Master of Laws (LL.M.), Taxation Program (LL.M.)
University of California, Davis 1980 — 1985
BA, Economics
Cassie Alvarez Cassie Alvarez's Bank of the West Experience August 2012 - July 2014
Job Recruiter at Adecco in the staffing industry that performs Human Resource functions.
Industry Staffing and Recruiting
Experience
Adecco Group July 2014 - Present
Bank of the West August 2012 - July 2014
Skills
Sales, Human Resources, Human Relationship, Financial Services, Recruiting, Staffing Services, Temporary Staffing, Hiring, Banking, Relationship Management, Talent Acquisition, Retail Banking, Onboarding, Employee Relations, Customer Service, Leadership, Sourcing, Microsoft Office
Education
Fresno Pacific University 2013 — 2015
Business Administration: Organizational Leadership
Adecco Group July 2014 - Present
Bank of the West August 2012 - July 2014
Skills
Sales, Human Resources, Human Relationship, Financial Services, Recruiting, Staffing Services, Temporary Staffing, Hiring, Banking, Relationship Management, Talent Acquisition, Retail Banking, Onboarding, Employee Relations, Customer Service, Leadership, Sourcing, Microsoft Office
Education
Fresno Pacific University 2013 — 2015
Business Administration: Organizational Leadership
Grant Van Noy Grant Van Noy's Bank of the West Experience April 2014 - October 2014
Job Business Banking Specialist
Industry Banking
Experience
Wells Fargo October 2014 - Present
Bank of the West April 2014 - October 2014
U.S. Bank November 2006 - September 2013
U.S. Bank April 2010 - November 2012
U.S. Bank November 2006 - April 2010
Vista Adolescent Treatment Centers March 2004 - September 2006
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Lines Of Credit, Loans, Sales, Small Business Lending, Financial Analysis
Education
Grand Canyon University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Utah 2002 — 2006
Arapahoe High School 1994 — 1998
Wells Fargo October 2014 - Present
Bank of the West April 2014 - October 2014
U.S. Bank November 2006 - September 2013
U.S. Bank April 2010 - November 2012
U.S. Bank November 2006 - April 2010
Vista Adolescent Treatment Centers March 2004 - September 2006
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Lines Of Credit, Loans, Sales, Small Business Lending, Financial Analysis
Education
Grand Canyon University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Utah 2002 — 2006
Arapahoe High School 1994 — 1998
Margaret Letofsky's Bank of the West Experience November 2013 - Present
Job Customer Service Representative at Bank of the West
Industry Retail
Experience
Bank of the West November 2013 - Present
Dillards November 2010 - October 2013
Thomas Jefferson High School August 2010 - October 2010
Letofsky Sports Services March 2002 - October 2010
Friends University August 2006 - May 2010
WIS International June 2009 - August 2009
Skills
Microsoft Office, Typing, Data Entry, Ten Key, QWS 370, RSVS..., Point of Sale, DDS Intranet, Leadership, Sports, POS, Retail, Sales, PowerPoint, Inventory Management, Customer Service, Microsoft Word, Microsoft Excel, Marketing, Event Planning
Education
Friends University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Marketing, 3.2
Overland High School 2002 — 2006
General Education, 3.2
Bank of the West November 2013 - Present
Dillards November 2010 - October 2013
Thomas Jefferson High School August 2010 - October 2010
Letofsky Sports Services March 2002 - October 2010
Friends University August 2006 - May 2010
WIS International June 2009 - August 2009
Skills
Microsoft Office, Typing, Data Entry, Ten Key, QWS 370, RSVS..., Point of Sale, DDS Intranet, Leadership, Sports, POS, Retail, Sales, PowerPoint, Inventory Management, Customer Service, Microsoft Word, Microsoft Excel, Marketing, Event Planning
Education
Friends University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Marketing, 3.2
Overland High School 2002 — 2006
General Education, 3.2
Sandra Weber's Bank of the West Experience April 1996 - October 2009
Job Showroom Manager at S & A Design Center
Industry Banking
Experience
S & A Design Center March 2015 - Present
Total Installation November 2013 - March 2015
Inland Home Mortgage November 2012 - November 2013
The Kansas City Star January 2011 - February 2012
IPS Engineering / EPC February 2012 - 2012
Equity Bank November 2009 - October 2010
Bank of the West April 1996 - October 2009
Skills
Leadership, Team Development, Key Account Management, Cold Calling, Relationship Management, Problem Resolution, Collaborative Business..., Business..., Sales/Marketing, Business Operations, Prospecting, Management, Customer Service, Mortgage Lending, Team Leadership, Contract Negotiation, Sales Management, Sales, Strategic Planning, Advertising, Qualifying Prospects, Mortgage Banking, Recruiting, Investment Properties, Training, Relationship Management, Marketing, Process Improvement, Loans, Project Management, Real Estate, Retail
Education
Friends University
Bachelor's of Science, Human Resource Management
Friends University
Human Resource Management, Accounting and Business/Management
S & A Design Center March 2015 - Present
Total Installation November 2013 - March 2015
Inland Home Mortgage November 2012 - November 2013
The Kansas City Star January 2011 - February 2012
IPS Engineering / EPC February 2012 - 2012
Equity Bank November 2009 - October 2010
Bank of the West April 1996 - October 2009
Skills
Leadership, Team Development, Key Account Management, Cold Calling, Relationship Management, Problem Resolution, Collaborative Business..., Business..., Sales/Marketing, Business Operations, Prospecting, Management, Customer Service, Mortgage Lending, Team Leadership, Contract Negotiation, Sales Management, Sales, Strategic Planning, Advertising, Qualifying Prospects, Mortgage Banking, Recruiting, Investment Properties, Training, Relationship Management, Marketing, Process Improvement, Loans, Project Management, Real Estate, Retail
Education
Friends University
Bachelor's of Science, Human Resource Management
Friends University
Human Resource Management, Accounting and Business/Management
Bruce Bienkowski Bruce Bienkowski's Bank of the West Experience October 2014 - Present
Job VP Branch Optimization Manager at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West October 2014 - Present
CSAA Insurance Group December 2011 - October 2014
Kaiser Permanente March 2006 - July 2011
Washington Mutual Card Services October 2005 - March 2006
Providian Financial 1999 - October 2005
Naviant 1996 - 1999
Skills
SDLC, Process Improvement, MS Project, Vendor Management, Cross-functional Team..., Project Management, Risk Management, Change Management, Microsoft Excel, CRM, Agile & Waterfall..., Managing Project Budgets, Project Charter, SOW, Process Simulation, Access, Agile Methodologies, Strategy, Management, Leadership, Six Sigma, Lotus Notes, Process Analysis, Financial Analysis, Public Relations, Minitab, MS Access, Process Development, Project Staffing, Program Management, Integration, Microsoft Project
Education
Golden Gate University
MBA, Business Management
University of California, Berkeley
BS, Engineering
Bank of the West October 2014 - Present
CSAA Insurance Group December 2011 - October 2014
Kaiser Permanente March 2006 - July 2011
Washington Mutual Card Services October 2005 - March 2006
Providian Financial 1999 - October 2005
Naviant 1996 - 1999
Skills
SDLC, Process Improvement, MS Project, Vendor Management, Cross-functional Team..., Project Management, Risk Management, Change Management, Microsoft Excel, CRM, Agile & Waterfall..., Managing Project Budgets, Project Charter, SOW, Process Simulation, Access, Agile Methodologies, Strategy, Management, Leadership, Six Sigma, Lotus Notes, Process Analysis, Financial Analysis, Public Relations, Minitab, MS Access, Process Development, Project Staffing, Program Management, Integration, Microsoft Project
Education
Golden Gate University
MBA, Business Management
University of California, Berkeley
BS, Engineering
Gloria Herela - Jay Gloria Herela - Jay's Bank of the West Experience March 2015 - Present
Job Administrative Assistant II at Citibank
Industry Financial Services
Experience
Bank of the West March 2015 - Present
Citi February 2013 - March 2015
J.P. Morgan Chase February 2007 - February 2013
GMAC Mortgage dba Ditech 2002 - 2007
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Loans, Microsoft Excel, PowerPoint development, MS Excel Pivot Tables, Microsoft Word, Outlook
Education
Orange Coast College 2005 — 2007
Early Childhood Education
Golden West College 2001 — 2005
Business Management
Bank of the West March 2015 - Present
Citi February 2013 - March 2015
J.P. Morgan Chase February 2007 - February 2013
GMAC Mortgage dba Ditech 2002 - 2007
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Loans, Microsoft Excel, PowerPoint development, MS Excel Pivot Tables, Microsoft Word, Outlook
Education
Orange Coast College 2005 — 2007
Early Childhood Education
Golden West College 2001 — 2005
Business Management
Michael S. Adams Michael S. Adams's Bank of the West Experience July 2014 - December 2014
Job AML/BSA Officer/Sr Investigator at Bank of the West/High Risk Business Unit at Bank of the West
Industry Financial Services
Experience
Homeowners Financial Group USA, LLC February 2015 - Present
Bank of the West July 2014 - December 2014
CMG Financial June 2013 - May 2014
Bank of America January 2012 - June 2013
Bank of America March 2010 - January 2012
Bank of America October 2008 - March 2010
Countrywide Mortgage Services 2005 - 2008
Metris Companies 2002 - 2005
Discover Financial Services 1999 - 2002
Skills
Credit, Fraud, Compliance, Cards, Funding, Mortgage Lending, AML, Financial Risk, Banking, Loans, Financial Services, Operational Risk, Management, Mortgage Banking, Credit Risk, KYC, FHA, Credit Cards, Fraud Detection, Risk Management, Operational Risk..., Residential Mortgages, Loss Mitigation, Bank Secrecy Act, Anti Money Laundering
Education
Rio Salado College 2011 — 2013
Associate of Arts (AA), Organizational Leadership
Northern Arizona University
Bachelor of Science (BS), Public Administration
Glendale Community College 2002 — 2002
Computer Science
Homeowners Financial Group USA, LLC February 2015 - Present
Bank of the West July 2014 - December 2014
CMG Financial June 2013 - May 2014
Bank of America January 2012 - June 2013
Bank of America March 2010 - January 2012
Bank of America October 2008 - March 2010
Countrywide Mortgage Services 2005 - 2008
Metris Companies 2002 - 2005
Discover Financial Services 1999 - 2002
Skills
Credit, Fraud, Compliance, Cards, Funding, Mortgage Lending, AML, Financial Risk, Banking, Loans, Financial Services, Operational Risk, Management, Mortgage Banking, Credit Risk, KYC, FHA, Credit Cards, Fraud Detection, Risk Management, Operational Risk..., Residential Mortgages, Loss Mitigation, Bank Secrecy Act, Anti Money Laundering
Education
Rio Salado College 2011 — 2013
Associate of Arts (AA), Organizational Leadership
Northern Arizona University
Bachelor of Science (BS), Public Administration
Glendale Community College 2002 — 2002
Computer Science
John Erik Fraker, Esq. John Erik Fraker, Esq.'s Bank of the West Experience August 2000 - December 2001
Job Estate Planning Attorney at Ainer & Fraker, LLP Attorneys Practicing Estate Planning, Taxation & Family Philanthropy
Industry Law Practice
Experience
Ainer & Fraker, LLP July 2002 - Present
The Barnabas Group of Silicon Valley January 2011 - December 2012
Bank of the West August 2000 - December 2001
Skills
Asset Protection, Estate Planning, Philanthropy, International Real..., Multi-generational..., Estate Tax Planning, Succession Planning, Investments, Tax, Wills, Estate Law, Tax Law, Financial Planners, Trusts, Legal Assistance, Insurance, Financial Advisory, Retirement Planning, Estate Administration, Entrepreneurship, Special Needs Trusts, Powers of Attorney, Small Business, Elder Law, Wealth, Mediation, Business Formation, Guardianship, High Net Worth..., LLC, Trust Services, Gift Tax, Charitable Trusts, Conservatorships, Charitable Gift Planning, Business Transactions, Charities, Wealth Management..., Fiduciary, Inheritance Tax Planning, Planned Giving, Financial Services, Long-term Care, Financial Planning
Education
University of Southern California Law School 1995 — 1998
Juris Doctorate, Law
Golden Gate University School of Law 2001 — 2006
LL.M. in Tax, Tax & Estate Planning
University of California at Berkeley 1991 — 1995
B.A., History & Political Science
Bellarmine College Preparatory 1987 — 1991
Ainer & Fraker, LLP July 2002 - Present
The Barnabas Group of Silicon Valley January 2011 - December 2012
Bank of the West August 2000 - December 2001
Skills
Asset Protection, Estate Planning, Philanthropy, International Real..., Multi-generational..., Estate Tax Planning, Succession Planning, Investments, Tax, Wills, Estate Law, Tax Law, Financial Planners, Trusts, Legal Assistance, Insurance, Financial Advisory, Retirement Planning, Estate Administration, Entrepreneurship, Special Needs Trusts, Powers of Attorney, Small Business, Elder Law, Wealth, Mediation, Business Formation, Guardianship, High Net Worth..., LLC, Trust Services, Gift Tax, Charitable Trusts, Conservatorships, Charitable Gift Planning, Business Transactions, Charities, Wealth Management..., Fiduciary, Inheritance Tax Planning, Planned Giving, Financial Services, Long-term Care, Financial Planning
Education
University of Southern California Law School 1995 — 1998
Juris Doctorate, Law
Golden Gate University School of Law 2001 — 2006
LL.M. in Tax, Tax & Estate Planning
University of California at Berkeley 1991 — 1995
B.A., History & Political Science
Bellarmine College Preparatory 1987 — 1991
Roshawn Geniece Stanley's Bank of the West Experience August 2014 - Present
Job Administrative Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West August 2014 - Present
Bank of the West September 2013 - August 2014
RemX Specialty Staffing July 2013 - September 2013
University of Phoenix June 2010 - December 2012
Toyota Financial Services May 2008 - June 2010
CitiFinancial Mortgage Company Inc May 2007 - May 2008
Wells Fargo Bank June 2004 - October 2006
Wells Fargo Home Mortgage May 2004 - June 2005
BriteSmile June 2001 - October 2003
Contract Administrator Private Industry Council of San Francisco June 1993 - June 2001
Skills
Social Media, Networking, Program Management, Contract Negotiation, Contracts Administrators, Call Center, Team Leadership, Cross Functional..., Subcontracting, Problem Solving, Strongly self-motivated, Building Strong..., Timely Decision Making, Customer Service, High Performance Teams, PeopleSoft, Human Resources, Payroll, Grant Monitoring, Federal Grants..., Event Planning, Event Management, Career Development, Mentoring, Youth Mentoring, Cross-functional Team..., Finance, Call Centers, Loans, Policy, Sales, Strategy, Small Business, Leadership, Training, Budgets
Education
Grand Canyon University 2012 — 2013
Business Administration and Management, General
Mercy High School 1986 — 1990
Bank of the West August 2014 - Present
Bank of the West September 2013 - August 2014
RemX Specialty Staffing July 2013 - September 2013
University of Phoenix June 2010 - December 2012
Toyota Financial Services May 2008 - June 2010
CitiFinancial Mortgage Company Inc May 2007 - May 2008
Wells Fargo Bank June 2004 - October 2006
Wells Fargo Home Mortgage May 2004 - June 2005
BriteSmile June 2001 - October 2003
Contract Administrator Private Industry Council of San Francisco June 1993 - June 2001
Skills
Social Media, Networking, Program Management, Contract Negotiation, Contracts Administrators, Call Center, Team Leadership, Cross Functional..., Subcontracting, Problem Solving, Strongly self-motivated, Building Strong..., Timely Decision Making, Customer Service, High Performance Teams, PeopleSoft, Human Resources, Payroll, Grant Monitoring, Federal Grants..., Event Planning, Event Management, Career Development, Mentoring, Youth Mentoring, Cross-functional Team..., Finance, Call Centers, Loans, Policy, Sales, Strategy, Small Business, Leadership, Training, Budgets
Education
Grand Canyon University 2012 — 2013
Business Administration and Management, General
Mercy High School 1986 — 1990
Kevin Moe's Bank of the West Experience May 2001 - March 2011
Job VP Ag Lending at Metabank
Industry Banking
Experience
Metabank March 2011 - Present
Bank of the West May 2001 - March 2011
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Risk Management, Small Business Lending, Loan Origination, Financial Analysis, Portfolio Management, Finance, Credit Risk, Mortgage Lending
Education
Georgetown University 2015 — 2017
Master's degree, Finance
South Dakota State University 1990 — 1994
Business Economics, Minors: Ag Business, Ag Marketing
Metabank March 2011 - Present
Bank of the West May 2001 - March 2011
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Risk Management, Small Business Lending, Loan Origination, Financial Analysis, Portfolio Management, Finance, Credit Risk, Mortgage Lending
Education
Georgetown University 2015 — 2017
Master's degree, Finance
South Dakota State University 1990 — 1994
Business Economics, Minors: Ag Business, Ag Marketing
Amy Beninato Amy Beninato's Bank of the West Experience September 2014 — November 2017
Job Director, Corporate Cash Management
Industry Banking
Experience
Deutsche Bank November 2017 — Present
Bank of the West September 2014 — November 2017
JPMorgan Chase March 2010 — September 2014
HSBC Bank March 2008 — December 2009
ABN AMRO Bank 2006 — 2008
Bank of America 2004 — 2006
Bank of New York Mellon 2000 — 2004
BankBoston 1996 — 2000
Silicon Valley Bank 1996 — 1996
BayBank 1987 — 1996
Skills
Treasury Management, Cash Management, Transaction Banking, Liquidity Management, Corporate Treasury, FX, Trade Finance, Banking, Capital Markets, Commercial Banking, Credit, Credit Cards, FX Options, Financial Institutions, Financial Services, Financial Transactions, International Sales, Operational Risk, Payments, Relationship Management, Risk Management, Sales Management, Treasury, Treasury Services, Hedging, Loans, Funding, Retail Banking, Portfolio Management, Internet Banking, Financial Risk, Credit Risk, Corporate Finance, Financial Markets, Credit Analysis, Payment Systems, Cash, Fixed Income
Education
University of Massachusetts Lowell 1979 — 1980
Master's, Music
Friends University 1975 — 1979
Bachelor's, Music
Deutsche Bank November 2017 — Present
Bank of the West September 2014 — November 2017
JPMorgan Chase March 2010 — September 2014
HSBC Bank March 2008 — December 2009
ABN AMRO Bank 2006 — 2008
Bank of America 2004 — 2006
Bank of New York Mellon 2000 — 2004
BankBoston 1996 — 2000
Silicon Valley Bank 1996 — 1996
BayBank 1987 — 1996
Skills
Treasury Management, Cash Management, Transaction Banking, Liquidity Management, Corporate Treasury, FX, Trade Finance, Banking, Capital Markets, Commercial Banking, Credit, Credit Cards, FX Options, Financial Institutions, Financial Services, Financial Transactions, International Sales, Operational Risk, Payments, Relationship Management, Risk Management, Sales Management, Treasury, Treasury Services, Hedging, Loans, Funding, Retail Banking, Portfolio Management, Internet Banking, Financial Risk, Credit Risk, Corporate Finance, Financial Markets, Credit Analysis, Payment Systems, Cash, Fixed Income
Education
University of Massachusetts Lowell 1979 — 1980
Master's, Music
Friends University 1975 — 1979
Bachelor's, Music
jonathan Jonathan Silverston jonathan Jonathan Silverston's Bank of the West Experience January 2013 - September 2013
Job Manager/ Supervisor
Industry Nonprofit Organization Management
Experience
San Francisco City Impact June 2014 - June 2015
Bank of the West January 2013 - September 2013
Merrell May 2012 - September 2013
Family Christian Stores October 2009 - April 2012
Skills
Customer Service, Merchandising, Microsoft Office, Retail, Supervisory Skills, Process Improvement, Inventory Management, Operations Management
Education
Global University 2014 — 2016
Certified minister
San Francisco City Impact June 2014 - June 2015
Bank of the West January 2013 - September 2013
Merrell May 2012 - September 2013
Family Christian Stores October 2009 - April 2012
Skills
Customer Service, Merchandising, Microsoft Office, Retail, Supervisory Skills, Process Improvement, Inventory Management, Operations Management
Education
Global University 2014 — 2016
Certified minister
Victoria Saucedo Victoria Saucedo's Bank of the West Experience July 2012 - March 2014
Job 2nd Assistant Store Manager at Skechers
Industry Apparel & Fashion
Experience
Skechers 1st Assistant Store ManagerSkechersDecember 2012 - Present
Bank of the West July 2012 - March 2014
J.Crew May 2011 - December 2012
Skills
Customer Service, Sales, Sales Operations, Time Management, Inventory Management, Leadership, Retail Sales, Retail, Inventory Control, Training
Education
Metropolitan State University of Denver 2015 — 2018
Human Services, General
Front Range Community College
psychology
Skechers 1st Assistant Store ManagerSkechersDecember 2012 - Present
Bank of the West July 2012 - March 2014
J.Crew May 2011 - December 2012
Skills
Customer Service, Sales, Sales Operations, Time Management, Inventory Management, Leadership, Retail Sales, Retail, Inventory Control, Training
Education
Metropolitan State University of Denver 2015 — 2018
Human Services, General
Front Range Community College
psychology
Darris Cassidy Darris Cassidy's Bank of the West Experience 2004 - 2006
Job Managing Director Fairway America Fund VI & VII
Industry Financial Services
Experience
Fairway America Fund VII, LP August 2014 - Present
Fairway America Fund VI, LLC January 2013 - Present
SBREfunds.com January 2015 - Present
Fairway America April 2012 - Present
WinWin, LLC February 2011 - Present
George Hale Development August 2006 - February 2011
Wood Hill Homes August 2006 - February 2011
Bank of the West 2004 - 2006
HomeStreet Bank 2002 - 2005
Skills
Investments, Real Estate, Finance, Loans, Investment Properties, Financial Structuring, Commercial Real Estate, Real Estate Financing, Credit, Funding, Negotiation, Real Estate Economics, REO, Private Equity, Real Estate Development, Investors, Debt & Equity Capital..., Mortgage Lending, Small Balance Real..., Real Estate Private..., Business Strategy, Asset Management, Real Estate Transactions, Business Development, Cash Flow Forecasting, Investment Management, Seller Financing, Hedge Funds, Investment Fund..., Mortgage Pools, Managed Funds, Private Lending, Hard Money Lending
Education
Gonzaga University 1998 — 2002
Business Administration, Finance
Fairway America Fund VII, LP August 2014 - Present
Fairway America Fund VI, LLC January 2013 - Present
SBREfunds.com January 2015 - Present
Fairway America April 2012 - Present
WinWin, LLC February 2011 - Present
George Hale Development August 2006 - February 2011
Wood Hill Homes August 2006 - February 2011
Bank of the West 2004 - 2006
HomeStreet Bank 2002 - 2005
Skills
Investments, Real Estate, Finance, Loans, Investment Properties, Financial Structuring, Commercial Real Estate, Real Estate Financing, Credit, Funding, Negotiation, Real Estate Economics, REO, Private Equity, Real Estate Development, Investors, Debt & Equity Capital..., Mortgage Lending, Small Balance Real..., Real Estate Private..., Business Strategy, Asset Management, Real Estate Transactions, Business Development, Cash Flow Forecasting, Investment Management, Seller Financing, Hedge Funds, Investment Fund..., Mortgage Pools, Managed Funds, Private Lending, Hard Money Lending
Education
Gonzaga University 1998 — 2002
Business Administration, Finance
Nita Porter's Bank of the West Experience June 2014 - Present
Job Assistant Vice President/Data Analyst II at Bank of the West
Industry Banking
Experience
Bank of the West June 2014 - Present
Ericsson February 2013 - June 2014
Black & Veatch February 2012 - February 2013
Hayward Unified School District August 2011 - January 2012
NUMMI August 2005 - April 2011
ARAMARK - CSUEB - Upward Bound August 2004 - December 2008
NUMMI June 2002 - August 2005
NUMMI 2000 - 2003
NUMMI November 1988 - April 2000
AA Professional Answering Service 1985 - 1988
Skills
Problem Solving, Lotus Notes, Access, Outlook, PowerPoint, Continuous Improvement, Microsoft Excel, Project Management, Siterra, Documentum, Quickbase, Microsoft Word, Databases, Data Analysis, Office Organizing, Community Organizing, Interpersonal Skill, Cognos, PeopleSoft, SharePoint, Customer Service, Coaching, Mentoring, Perfect Attendance, Budget, Cost Management, Leadership, Teamwork, Budgets, Lean Manufacturing, Operations Management, Project Planning, Employee Relations, Training, Toyota Production System, Value Stream Mapping, Purchasing, Manufacturing, Kanban, Kaizen, Process Scheduler, Root Cause Analysis, Engineering, Management, Team Building, Quality Assurance, Six Sigma, Analysis, Cross-functional Team..., Strategic Planning
Education
Golden Gate University 2000 — 2004
BA, Business Administration
Bank of the West June 2014 - Present
Ericsson February 2013 - June 2014
Black & Veatch February 2012 - February 2013
Hayward Unified School District August 2011 - January 2012
NUMMI August 2005 - April 2011
ARAMARK - CSUEB - Upward Bound August 2004 - December 2008
NUMMI June 2002 - August 2005
NUMMI 2000 - 2003
NUMMI November 1988 - April 2000
AA Professional Answering Service 1985 - 1988
Skills
Problem Solving, Lotus Notes, Access, Outlook, PowerPoint, Continuous Improvement, Microsoft Excel, Project Management, Siterra, Documentum, Quickbase, Microsoft Word, Databases, Data Analysis, Office Organizing, Community Organizing, Interpersonal Skill, Cognos, PeopleSoft, SharePoint, Customer Service, Coaching, Mentoring, Perfect Attendance, Budget, Cost Management, Leadership, Teamwork, Budgets, Lean Manufacturing, Operations Management, Project Planning, Employee Relations, Training, Toyota Production System, Value Stream Mapping, Purchasing, Manufacturing, Kanban, Kaizen, Process Scheduler, Root Cause Analysis, Engineering, Management, Team Building, Quality Assurance, Six Sigma, Analysis, Cross-functional Team..., Strategic Planning
Education
Golden Gate University 2000 — 2004
BA, Business Administration
Ron Langum Ron Langum's Bank of the West Experience customerFlyscooters2010 - 2010
Job Financial Analyst at Bank of the West
Industry Banking
Experience
Bank of the West customerFlyscooters2010 - 2010
Skills
Strategic Planning, Process Improvement, Small Business Lending, Business Analysis, Banking, Commercial Lending, Credit Analysis, Consumer Lending, Microsoft Excel, Management, Leadership, Vendor Management, Microsoft Word, Visio, Budgets, Risk Management, Credit, Commercial Banking, Customer Service, Funds Transfer Pricing, Loans
Education
Golden Gate University 1994 — 1997
Master of Business Administration (MBA), Telecommunications Management
Bethany University 1985 — 1988
Bachelor of Arts (B.A.)
Bank of the West customerFlyscooters2010 - 2010
Skills
Strategic Planning, Process Improvement, Small Business Lending, Business Analysis, Banking, Commercial Lending, Credit Analysis, Consumer Lending, Microsoft Excel, Management, Leadership, Vendor Management, Microsoft Word, Visio, Budgets, Risk Management, Credit, Commercial Banking, Customer Service, Funds Transfer Pricing, Loans
Education
Golden Gate University 1994 — 1997
Master of Business Administration (MBA), Telecommunications Management
Bethany University 1985 — 1988
Bachelor of Arts (B.A.)
Jo-Anne Hampton Jo-Anne Hampton's Bank of the West Experience October 2014 - Present
Job Project Manager with Bank of the West
Industry Financial Services
Experience
Bank of the West October 2014 - Present
The Stephen Smith House, Historic Preservation Inc. December 2013 - Present
Wells Fargo April 2012 - November 2013
Kaiser Permanente - Program Offices December 2011 - April 2012
TEKsystems December 2010 - September 2011
TEKsystems October 2009 - December 2010
Charles Schwab October 2004 - January 2009
Charles Schwab 2003 - 2004
Charles Schwab 2000 - 2003
Charles Schwab 1998 - 2000
Skills
Web Content Production, Requirements Analysis, Vendor Management, Vendor Relations, Contract Negotiation, Business Analysis, Project Plans, MS Project, Microsoft Office, Business Requirements, Problem Solving, Process Development, Process Simulation, Content Development, Cross-functional Team..., Project Management, Quality Assurance, Analysis, Management, Strategy, Product Development, Project Planning, Testing
Education
Golden Gate University
Peirce College
Bank of the West October 2014 - Present
The Stephen Smith House, Historic Preservation Inc. December 2013 - Present
Wells Fargo April 2012 - November 2013
Kaiser Permanente - Program Offices December 2011 - April 2012
TEKsystems December 2010 - September 2011
TEKsystems October 2009 - December 2010
Charles Schwab October 2004 - January 2009
Charles Schwab 2003 - 2004
Charles Schwab 2000 - 2003
Charles Schwab 1998 - 2000
Skills
Web Content Production, Requirements Analysis, Vendor Management, Vendor Relations, Contract Negotiation, Business Analysis, Project Plans, MS Project, Microsoft Office, Business Requirements, Problem Solving, Process Development, Process Simulation, Content Development, Cross-functional Team..., Project Management, Quality Assurance, Analysis, Management, Strategy, Product Development, Project Planning, Testing
Education
Golden Gate University
Peirce College
Weiheng Zhang Weiheng Zhang's Bank of the West Experience June 2011 - August 2011
Job Private Equity Associate at Silver Lake
Industry Venture Capital & Private Equity
Experience
Silver Lake Kraftwerk March 2015 - Present
Goldman Sachs & Co. July 2013 - March 2015
Georgetown University Student Investment Fund February 2011 - December 2012
Goldman Sachs & Co. May 2012 - August 2012
Bank of the West June 2011 - August 2011
Skills
Valuation, Corporate Finance, Economics, Analysis, Investment Banking, Financial Analysis, Financial Modeling, Strategic Planning, Risk Management, Trading, Financial Markets
Education
Georgetown University 2010 — 2013
BA, Economics, Phi Beta Kappa
South China University of Technology 2007 — 2009
Bachelor, Law
Silver Lake Kraftwerk March 2015 - Present
Goldman Sachs & Co. July 2013 - March 2015
Georgetown University Student Investment Fund February 2011 - December 2012
Goldman Sachs & Co. May 2012 - August 2012
Bank of the West June 2011 - August 2011
Skills
Valuation, Corporate Finance, Economics, Analysis, Investment Banking, Financial Analysis, Financial Modeling, Strategic Planning, Risk Management, Trading, Financial Markets
Education
Georgetown University 2010 — 2013
BA, Economics, Phi Beta Kappa
South China University of Technology 2007 — 2009
Bachelor, Law
Billy Muchtar Billy Muchtar's Bank of the West Experience 2010 - 2012
Job Finance/Accounting Consultant
Industry Accounting
Experience
Billy Muchtar Consulting Services 1995 - Present
Bank of the West 2010 - 2012
UC Berkeley January 2007 - January 2008
Rosenthal & Company September 2003 - December 2006
Autumn Press Inc January 2000 - September 2003
Wells Fargo Bank 1998 - 1999
Skills
Financial Accounting, Financial Analysis, General Ledger, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Statements, Tax, Internal Controls, Management, Budgets, Microsoft Excel, Microsoft Office, Project Planning, Nonprofits, Team Building, QuickBooks, Bookkeeping, Payroll, Peachtree, SAP ERP
Education
Lincoln University 1997 — 1998
MBA, International Business
Golden Gate University 1994 — 1995
MBA, Finance
Billy Muchtar Consulting Services 1995 - Present
Bank of the West 2010 - 2012
UC Berkeley January 2007 - January 2008
Rosenthal & Company September 2003 - December 2006
Autumn Press Inc January 2000 - September 2003
Wells Fargo Bank 1998 - 1999
Skills
Financial Accounting, Financial Analysis, General Ledger, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Statements, Tax, Internal Controls, Management, Budgets, Microsoft Excel, Microsoft Office, Project Planning, Nonprofits, Team Building, QuickBooks, Bookkeeping, Payroll, Peachtree, SAP ERP
Education
Lincoln University 1997 — 1998
MBA, International Business
Golden Gate University 1994 — 1995
MBA, Finance
Susan Drack Susan Drack's Bank of the West Experience 1997 - 2000
Job Senior Vice President/Business Banking Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2007 - Present
North Valley Bank February 2006 - December 2007
CalNet Business Bank July 2001 - February 2006
Western Sierra Bank 2000 - 2001
Bank of the West 1997 - 2000
SierraWest Bank 1995 - 1997
CapitalBank Sacramento 1991 - 1995
First Interstate Bank 1989 - 1991
Point West Bank 1987 - 1989
River City Bank 1986 - 1987
Skills
Financial Analysis, Due Diligence, Commercial Lending, Credit, Commercial Banking, Banking, Portfolio Management, Team Leadership, Leadership Development, Mentoring, Sales Management, Hospitality Lending, New Business Development, Consumer Lending, Underwriting, Risk Management, Commercial Mortgages, Auditing, Loan Origination, Finance, Credit Analysis, Real Estate Economics, Budgets, Investors
Education
Golden Gate University 1990 — 1992
Master of Business Administration (MBA), Finance/Real Estate
CSUS 1972 — 1979
BS, Business/Finance
Wells Fargo Bank December 2007 - Present
North Valley Bank February 2006 - December 2007
CalNet Business Bank July 2001 - February 2006
Western Sierra Bank 2000 - 2001
Bank of the West 1997 - 2000
SierraWest Bank 1995 - 1997
CapitalBank Sacramento 1991 - 1995
First Interstate Bank 1989 - 1991
Point West Bank 1987 - 1989
River City Bank 1986 - 1987
Skills
Financial Analysis, Due Diligence, Commercial Lending, Credit, Commercial Banking, Banking, Portfolio Management, Team Leadership, Leadership Development, Mentoring, Sales Management, Hospitality Lending, New Business Development, Consumer Lending, Underwriting, Risk Management, Commercial Mortgages, Auditing, Loan Origination, Finance, Credit Analysis, Real Estate Economics, Budgets, Investors
Education
Golden Gate University 1990 — 1992
Master of Business Administration (MBA), Finance/Real Estate
CSUS 1972 — 1979
BS, Business/Finance
Bryan Perez's Bank of the West Experience March 2015 - Present
Job Vice President Business Banking Officer at Bank of the West
Industry Banking
Experience
Bank of the West March 2015 - Present
City National Bank September 2012 - March 2015
City National Bank September 2012 - April 2013
Bank of the West May 2010 - December 2012
Union Bank April 2006 - May 2010
Skills
Loans, Credit, Commercial Banking, Credit Analysis, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Mortgage Lending, Retail Banking, Portfolio Management, Cash Management, Sales, Customer Service, Commercial Mortgages, Financial Services, Loan Origination, Lines Of Credit, Business Development, Leadership, Treasury Management, Relationship Management, SBA
Education
Grand Canyon University 2009 — 2014
Bachelors of Science, Finance
Bank of the West March 2015 - Present
City National Bank September 2012 - March 2015
City National Bank September 2012 - April 2013
Bank of the West May 2010 - December 2012
Union Bank April 2006 - May 2010
Skills
Loans, Credit, Commercial Banking, Credit Analysis, Banking, Commercial Lending, Small Business Lending, Consumer Lending, Mortgage Lending, Retail Banking, Portfolio Management, Cash Management, Sales, Customer Service, Commercial Mortgages, Financial Services, Loan Origination, Lines Of Credit, Business Development, Leadership, Treasury Management, Relationship Management, SBA
Education
Grand Canyon University 2009 — 2014
Bachelors of Science, Finance
Omar Barajas Omar Barajas's Bank of the West Experience January 2011 - Present
Job Eligibility Worker at Contra Costa County
Industry Banking
Experience
Contra Costa County August 2013 - Present
Bank of the West January 2011 - Present
City of Antioch/ Mayor's Office October 2011 - January 2012
T.J. Maxx October 2009 - October 2011
Skills
Bilingual, Cash Handling, Customer Service, Banking, 10 Key, Sales, Computer Proficiency, Microsoft Excel, Research, Clerical Skills, Customer Oriented, Customer Satisfaction, Telephone Skills, Cashiering, Data Entry
Education
Golden Gate University 2014 — 2015
Bachelor's Degree, Business Administration and Management, General
Heald College 2010 — 2012
Associates of Applied Science & Associates of Art, Business Administration
Liberty High School 2006 — 2010
High School Diploma
Contra Costa County August 2013 - Present
Bank of the West January 2011 - Present
City of Antioch/ Mayor's Office October 2011 - January 2012
T.J. Maxx October 2009 - October 2011
Skills
Bilingual, Cash Handling, Customer Service, Banking, 10 Key, Sales, Computer Proficiency, Microsoft Excel, Research, Clerical Skills, Customer Oriented, Customer Satisfaction, Telephone Skills, Cashiering, Data Entry
Education
Golden Gate University 2014 — 2015
Bachelor's Degree, Business Administration and Management, General
Heald College 2010 — 2012
Associates of Applied Science & Associates of Art, Business Administration
Liberty High School 2006 — 2010
High School Diploma
Brona Kapadia Brona Kapadia's Bank of the West Experience May 2014 - October 2014
Job Tax Consultant I at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
Deloitte January 2015 - April 2015
Bank of the West May 2014 - October 2014
MAS Financial Services Ltd. December 2009 - May 2010
Zydus Cadila April 2008 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Accounts Receivable, Tax, Auditing, Fixed Assets, Management, Internal Controls
Education
Golden Gate University 2013 — 2015
Master's degree, Taxation
Som Lalit Institute of Management Studies 2004 — 2007
Master's degree, Finance, General
H L Institute of Commerce 2001 — 2004
Bachelor's degree, Accounting
Deloitte June 2015 - Present
Deloitte January 2015 - April 2015
Bank of the West May 2014 - October 2014
MAS Financial Services Ltd. December 2009 - May 2010
Zydus Cadila April 2008 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Accounts Receivable, Tax, Auditing, Fixed Assets, Management, Internal Controls
Education
Golden Gate University 2013 — 2015
Master's degree, Taxation
Som Lalit Institute of Management Studies 2004 — 2007
Master's degree, Finance, General
H L Institute of Commerce 2001 — 2004
Bachelor's degree, Accounting
Wendy Lam's Bank of the West Experience June 2014 - Present
Job Senior Commercial Underwriter
Industry Banking
Experience
Bank of the West June 2014 - Present
Bank of the West November 2012 - February 2014
Bank of the West December 2003 - October 2012
Peninsula Bank of Commerce - Acquired by Wells Fargo October 2002 - December 2003
United California Bank March 2001 - September 2001
United California Bank - Acquired by Bank of the West April 1999 - February 2001
Nanyang Commercial Bank, Ltd November 1997 - April 1999
Skills
Microsoft Office, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Loans, Banking, Underwriting, Lines Of Credit, Financial Statement..., Relationship Management, Securities, Management, Wealth Management, Investments, Funding, Asset Management, Capital Markets, Strategic Financial..., Valuation, Derivatives, Investment Banking, Equities
Education
Golden Gate University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
McMaster University 1984 — 1988
Bachelor of Commerce
Bank of the West June 2014 - Present
Bank of the West November 2012 - February 2014
Bank of the West December 2003 - October 2012
Peninsula Bank of Commerce - Acquired by Wells Fargo October 2002 - December 2003
United California Bank March 2001 - September 2001
United California Bank - Acquired by Bank of the West April 1999 - February 2001
Nanyang Commercial Bank, Ltd November 1997 - April 1999
Skills
Microsoft Office, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Loans, Banking, Underwriting, Lines Of Credit, Financial Statement..., Relationship Management, Securities, Management, Wealth Management, Investments, Funding, Asset Management, Capital Markets, Strategic Financial..., Valuation, Derivatives, Investment Banking, Equities
Education
Golden Gate University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
McMaster University 1984 — 1988
Bachelor of Commerce
Torrance Herron's Bank of the West Experience February 2007 - Present
Job Stock For Costco
Industry Wholesale
Experience
Costco Wholesale June 2013 - Present
Bank of the west February 2007 - Present
Education
Grambling State University 1993 — 1995
McAteer High School 1988 — 1992
High School Diploma, Computer Science
Costco Wholesale June 2013 - Present
Bank of the west February 2007 - Present
Education
Grambling State University 1993 — 1995
McAteer High School 1988 — 1992
High School Diploma, Computer Science
Joshua Alcantar's Bank of the West Experience 2004 - 2007
Job Branch Ops Manager at Home State Bank
Industry Banking
Experience
Home State Bank May 2015 - Present
US Bank March 2008 - May 2015
Guaranty Bank & Trust 2007 - 2008
Bank of the West 2004 - 2007
Wells Fargo 2002 - 2003
Skills
Commercial Lending, Mortgage Lending, Loans, Banking, Small Business Lending, Credit, Corporate Finance, Commercial Banking, Mortgage Banking, Refinance, Lines Of Credit, Residential Mortgages, Coaching, Credit Analysis, Leadership, Customer Service
Education
Front Range Community College
Liberty University
Home State Bank May 2015 - Present
US Bank March 2008 - May 2015
Guaranty Bank & Trust 2007 - 2008
Bank of the West 2004 - 2007
Wells Fargo 2002 - 2003
Skills
Commercial Lending, Mortgage Lending, Loans, Banking, Small Business Lending, Credit, Corporate Finance, Commercial Banking, Mortgage Banking, Refinance, Lines Of Credit, Residential Mortgages, Coaching, Credit Analysis, Leadership, Customer Service
Education
Front Range Community College
Liberty University
Bryan Haas's Bank of the West Experience November 2007 - March 2010
Job Process Improvement, Product Management, Operations Management, Reporting & Analysis
Industry Financial Services
Experience
Xoom Corporation July 2011 - Present
Copart March 2010 - July 2011
Bank of the West November 2007 - March 2010
Pay By Touch February 2004 - November 2007
GreenPoint Mortgage May 2002 - February 2004
NextCard, Inc April 1998 - May 2002
Kaiser Permanente October 1996 - April 1998
Skills
Product Management, Process Improvement, Operations Management, Analytics, Risk Management, Vendor Management, Business Analysis, Program Management, Start-ups, Cloud Computing, Enterprise Software, Leadership, Banking, Management, SaaS, Strategy, Integration, Payments, Product Development, Business Intelligence, CRM, Cross-functional Team..., Strategic Partnerships, E-commerce, Software Project..., Competitive Analysis, SDLC, Executive Management, Financial Services, Product Marketing, Business Process..., Business Development, Agile Methodologies, Business Strategy, Mergers & Acquisitions, Salesforce.com, Agile Project Management, Analysis, Credit Cards, Requirements Analysis, Team Leadership, Change Management, PMO
Education
Golden Gate University 1994 — 1996
M.S.
Sonoma State University 1988 — 1992
B.A.
Xoom Corporation July 2011 - Present
Copart March 2010 - July 2011
Bank of the West November 2007 - March 2010
Pay By Touch February 2004 - November 2007
GreenPoint Mortgage May 2002 - February 2004
NextCard, Inc April 1998 - May 2002
Kaiser Permanente October 1996 - April 1998
Skills
Product Management, Process Improvement, Operations Management, Analytics, Risk Management, Vendor Management, Business Analysis, Program Management, Start-ups, Cloud Computing, Enterprise Software, Leadership, Banking, Management, SaaS, Strategy, Integration, Payments, Product Development, Business Intelligence, CRM, Cross-functional Team..., Strategic Partnerships, E-commerce, Software Project..., Competitive Analysis, SDLC, Executive Management, Financial Services, Product Marketing, Business Process..., Business Development, Agile Methodologies, Business Strategy, Mergers & Acquisitions, Salesforce.com, Agile Project Management, Analysis, Credit Cards, Requirements Analysis, Team Leadership, Change Management, PMO
Education
Golden Gate University 1994 — 1996
M.S.
Sonoma State University 1988 — 1992
B.A.
Wendy Grande's Bank of the West Experience 1983 - 1999
Job IT Operations Excellence & Change Management
Industry Information Technology and Services
Experience
Cisco Systems, Inc August 2009 - October 2013
Cisco 2003 - 2007
Cisco Systems, Inc 1999 - 2003
Bank of the West 1983 - 1999
Grande Design February 1980 - 1983
Skills
Quilting, ITIL, Virtualization, Applique, Program Management, Data Center, Network Design, IT Operations, Vendor Management, Network Architecture, Service Delivery, IT Service Management, IT Strategy, Metrics, Cisco Technologies, Cross-functional Team..., Virtual Teams, SaaS, PMP, Enterprise Architecture, Integration, Network Security, Security, SDLC, Unified Communications, Process Improvement, Design Patterns, Managed Services, WebEx, Enterprise Software, Fashion, Telecommunications, Solution Architecture, Disaster Recovery, IT Management, Sarbanes-Oxley, XaaS
Education
Golden Gate University 1978 — 1980
Masters, Business
San Jose State University 1974 — 1976
Cisco Systems, Inc August 2009 - October 2013
Cisco 2003 - 2007
Cisco Systems, Inc 1999 - 2003
Bank of the West 1983 - 1999
Grande Design February 1980 - 1983
Skills
Quilting, ITIL, Virtualization, Applique, Program Management, Data Center, Network Design, IT Operations, Vendor Management, Network Architecture, Service Delivery, IT Service Management, IT Strategy, Metrics, Cisco Technologies, Cross-functional Team..., Virtual Teams, SaaS, PMP, Enterprise Architecture, Integration, Network Security, Security, SDLC, Unified Communications, Process Improvement, Design Patterns, Managed Services, WebEx, Enterprise Software, Fashion, Telecommunications, Solution Architecture, Disaster Recovery, IT Management, Sarbanes-Oxley, XaaS
Education
Golden Gate University 1978 — 1980
Masters, Business
San Jose State University 1974 — 1976
Jeanne Chalmers's Bank of the West Experience February 2007 - Present
Job VP/BRANCH MANAGER at Bank of the West
Industry Banking
Experience
Bank of the West February 2007 - Present
Harbourton Mortgage Investment Corporation May 2004 - December 2006
North American Mortgage Company / Dime Bank September 1996 - January 2004
Northbay Savings Bank 1983 - 1996
Education
Golden Gate University 1979 — 1980
Business Law
Henry Ford Community College
Business Administration
Northern Michigan University
Bank of the West February 2007 - Present
Harbourton Mortgage Investment Corporation May 2004 - December 2006
North American Mortgage Company / Dime Bank September 1996 - January 2004
Northbay Savings Bank 1983 - 1996
Education
Golden Gate University 1979 — 1980
Business Law
Henry Ford Community College
Business Administration
Northern Michigan University
Keshila Vallot Shannon's Bank of the West Experience August 1999 - November 2003
Job Global Marketing Professional
Industry Marketing and Advertising
Experience
Centrify Corporation June 2014 - Present
Jive Software December 2012 - June 2014
Oracle June 2012 - December 2012
Taleo March 2008 - June 2012
Comcast November 2003 - 2008
Bank of the West August 1999 - November 2003
San Francisco Music Box October 1998 - July 1999
Rubber Stampede July 1995 - May 1998
Skills
Branding & Identity, Event Management, Marketing Operations, Focus Groups, Call Center, Marketing Automation, Lead Generation, Marketing Communications, Customer Retention, Demand Generation, B2B Marketing, Salesforce.com, Multi-channel Marketing, Direct Marketing, Email Marketing, Strategic Partnerships, Webinars, Analytics, Integrated Marketing, Eloqua, Virtual Worlds, Nurturing, Campaigns, SEO, Strategy, Leadership, Vendor Management, Product Management, Call Centers, SEM, Enterprise Software, Marketing, Digital Media, Sales Enablement, Digital Marketing, Product Launch, Trade Shows, Creative Direction, Corporate Communications, CRM, SaaS, Go-to-market Strategy, Direct Mail, Online Marketing, Marketing Management, Competitive Analysis, Web Analytics, P, Campaign Management, B2B
Education
University of California, Los Angeles 2005 — 2005
Certificate in Leadership, Organizational Leadership
Golden Gate University 2000 — 2002
Masters, Integrated Marketing Communications
San Francisco State University 1994 — 2000
B.A., Psychology
High School
Centrify Corporation June 2014 - Present
Jive Software December 2012 - June 2014
Oracle June 2012 - December 2012
Taleo March 2008 - June 2012
Comcast November 2003 - 2008
Bank of the West August 1999 - November 2003
San Francisco Music Box October 1998 - July 1999
Rubber Stampede July 1995 - May 1998
Skills
Branding & Identity, Event Management, Marketing Operations, Focus Groups, Call Center, Marketing Automation, Lead Generation, Marketing Communications, Customer Retention, Demand Generation, B2B Marketing, Salesforce.com, Multi-channel Marketing, Direct Marketing, Email Marketing, Strategic Partnerships, Webinars, Analytics, Integrated Marketing, Eloqua, Virtual Worlds, Nurturing, Campaigns, SEO, Strategy, Leadership, Vendor Management, Product Management, Call Centers, SEM, Enterprise Software, Marketing, Digital Media, Sales Enablement, Digital Marketing, Product Launch, Trade Shows, Creative Direction, Corporate Communications, CRM, SaaS, Go-to-market Strategy, Direct Mail, Online Marketing, Marketing Management, Competitive Analysis, Web Analytics, P, Campaign Management, B2B
Education
University of California, Los Angeles 2005 — 2005
Certificate in Leadership, Organizational Leadership
Golden Gate University 2000 — 2002
Masters, Integrated Marketing Communications
San Francisco State University 1994 — 2000
B.A., Psychology
High School
Christopher Golec's Bank of the West Experience February 2000 - May 2012
Job Vice President, Commercial Banking at Colorado State Bank & Trust
Industry Banking
Experience
Colorado State Bank and Trust May 2012 - Present
Bank of the west February 2000 - May 2012
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Underwriting
Education
Golden Gate University
MBA, Finance
The University of Montana
BS, Forestry
Colorado State Bank and Trust May 2012 - Present
Bank of the west February 2000 - May 2012
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Underwriting
Education
Golden Gate University
MBA, Finance
The University of Montana
BS, Forestry
Liz Nakamoto's Bank of the West Experience July 2009 - December 2010
Job Director of Analytics Monitor 360
Industry Marketing and Advertising
Experience
Monitor 360 November 2013 - Present
Ancestry.com January 2011 - November 2013
Bank of the West July 2009 - December 2010
StubHub March 2008 - July 2009
StubHub March 2007 - March 2008
StubHub September 2005 - March 2007
Skills
Business Intelligence, Data Warehousing, Database Marketing, Data Modeling, Vendor Management, Business Objects, SQL, Omniture, SharePoint, SAS, Web Analytics, Analytics, CRM, Dashboard, Big Data, Project Management
Education
Virginia Polytechnic Institute and State University 2004 — 2005
MSBA, Marketing Research
Georgetown University 2000 — 2004
BA, English, Psychology
Monitor 360 November 2013 - Present
Ancestry.com January 2011 - November 2013
Bank of the West July 2009 - December 2010
StubHub March 2008 - July 2009
StubHub March 2007 - March 2008
StubHub September 2005 - March 2007
Skills
Business Intelligence, Data Warehousing, Database Marketing, Data Modeling, Vendor Management, Business Objects, SQL, Omniture, SharePoint, SAS, Web Analytics, Analytics, CRM, Dashboard, Big Data, Project Management
Education
Virginia Polytechnic Institute and State University 2004 — 2005
MSBA, Marketing Research
Georgetown University 2000 — 2004
BA, English, Psychology
Michael Simmons, CFP®'s Bank of the West Experience 2004 - 2007
Job Director of Financial Planning at Transitions Wealth Management, LLC
Industry Investment Management
Experience
Transitions Wealth Management, LLC 2007 - Present
Bank of the West 2004 - 2007
Charles Schwab 2000 - 2004
AFS Brokerage 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Investment Management, High Net Worth..., Certified Financial..., Personal Financial..., 401k Rollovers, Wealth Management..., Wealth Management..., Wealth Management..., Finance, Series 7, Uniform Combined State...
Education
Freed-Hardeman University 1993 — 1996
BBA, Finance
University of Kentucky 1991 — 1993
Transitions Wealth Management, LLC 2007 - Present
Bank of the West 2004 - 2007
Charles Schwab 2000 - 2004
AFS Brokerage 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Investment Management, High Net Worth..., Certified Financial..., Personal Financial..., 401k Rollovers, Wealth Management..., Wealth Management..., Wealth Management..., Finance, Series 7, Uniform Combined State...
Education
Freed-Hardeman University 1993 — 1996
BBA, Finance
University of Kentucky 1991 — 1993
Linda Sweeton's Bank of the West Experience 2014 - Present
Job Vice President, Credit Products Officer at Bank of the West, Dealer Financial Services
Industry Banking
Experience
Bank of the West 2014 - Present
SunTrust Bank 2009 - 2013
Bank of America 1999 - 2007
Bank of America 1996 - 1999
Skills
Commercial Lending, Credit Analysis, Credit, Commercial Banking, Small Business Lending, Loan Origination, Banking, Credit Risk, Portfolio Management, Negotiation, Consumer Lending, Financial Analysis, Financial Services, Management, Risk Management, Loans
Education
Georgia State University
Bachelor of Business Administration (BBA)
Bank of the West 2014 - Present
SunTrust Bank 2009 - 2013
Bank of America 1999 - 2007
Bank of America 1996 - 1999
Skills
Commercial Lending, Credit Analysis, Credit, Commercial Banking, Small Business Lending, Loan Origination, Banking, Credit Risk, Portfolio Management, Negotiation, Consumer Lending, Financial Analysis, Financial Services, Management, Risk Management, Loans
Education
Georgia State University
Bachelor of Business Administration (BBA)
Patty Abramson's Bank of the West Experience February 2011 - Present
Job Vice President Commercial Card Group at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2011 - Present
Wright Express February 2006 - January 2011
Anixter January 2003 - February 2006
Genworth Financial (formerly GE Financial Assurance) January 2001 - January 2003
GE Capital Fleet Services August 1990 - January 2001
Skills
Account Management, Salesforce.com, Relationship Management, B2B, Sales, Credit, Cold Calling, Sales Process, Customer Satisfaction, Credit Cards, Process Improvement, Contract Negotiation, Customer Service, Business Development, Team Building, Direct Sales, Negotiation, Strategic Planning, Sales Management, Key Account Management, Training, Sales Operations, Coaching, Selling, Pricing, CRM, Management, Customer Retention, Strategy
Education
Fullerton College
AS, Paralegal
Huntington Beach High School
Bank of the West February 2011 - Present
Wright Express February 2006 - January 2011
Anixter January 2003 - February 2006
Genworth Financial (formerly GE Financial Assurance) January 2001 - January 2003
GE Capital Fleet Services August 1990 - January 2001
Skills
Account Management, Salesforce.com, Relationship Management, B2B, Sales, Credit, Cold Calling, Sales Process, Customer Satisfaction, Credit Cards, Process Improvement, Contract Negotiation, Customer Service, Business Development, Team Building, Direct Sales, Negotiation, Strategic Planning, Sales Management, Key Account Management, Training, Sales Operations, Coaching, Selling, Pricing, CRM, Management, Customer Retention, Strategy
Education
Fullerton College
AS, Paralegal
Huntington Beach High School
Nicholas Foley's Bank of the West Experience May 2010 - October 2012
Job Vice President; Trader / Analyst
Industry Investment Management
Experience
Denver Investments October 2012 - Present
Bank of the West May 2010 - October 2012
Janus Capital Group October 2009 - May 2010
Washington Mutual July 2007 - January 2009
Skills
Financial Modeling, Finance, Risk Management
Education
Gonzaga University 2003 — 2007
BA, Hogan Honors Business Program, Finance, Minor in Philosophy
Denver Investments October 2012 - Present
Bank of the West May 2010 - October 2012
Janus Capital Group October 2009 - May 2010
Washington Mutual July 2007 - January 2009
Skills
Financial Modeling, Finance, Risk Management
Education
Gonzaga University 2003 — 2007
BA, Hogan Honors Business Program, Finance, Minor in Philosophy
Divine David's Bank of the West Experience April 2013 - October 2013
Job Manager, Consumer Lending
Industry Financial Services
Experience
Provident Credit Union October 2013 - Present
Bank of the West April 2013 - October 2013
The Golden 1 Credit Union July 2011 - April 2013
Ser Technology Corporation November 2008 - July 2011
Kaiperm Federal Credit Union August 2007 - September 2008
Operating Engineers FCU September 2006 - August 2007
UNCLE CU August 2004 - July 2005
Cal State CU May 2001 - May 2004
Fireside Bank January 1996 - May 2001
Skills
Credit Unions, Banking, Financial Analysis, Risk Management, Strategic Planning, Loans, Marketing, Call Center, Executive Management, Business Development, Change Management, Microsoft Office, Team Leadership, Customer Service, Credit, Process Improvement, Business Planning, Marketing Strategy, Mergers, Consumer Lending
Education
Golden Gate University
Management
Penn State University
Provident Credit Union October 2013 - Present
Bank of the West April 2013 - October 2013
The Golden 1 Credit Union July 2011 - April 2013
Ser Technology Corporation November 2008 - July 2011
Kaiperm Federal Credit Union August 2007 - September 2008
Operating Engineers FCU September 2006 - August 2007
UNCLE CU August 2004 - July 2005
Cal State CU May 2001 - May 2004
Fireside Bank January 1996 - May 2001
Skills
Credit Unions, Banking, Financial Analysis, Risk Management, Strategic Planning, Loans, Marketing, Call Center, Executive Management, Business Development, Change Management, Microsoft Office, Team Leadership, Customer Service, Credit, Process Improvement, Business Planning, Marketing Strategy, Mergers, Consumer Lending
Education
Golden Gate University
Management
Penn State University
Keith Engert's Bank of the West Experience December 2014 - Present
Job Head of Commercial Product Management at Bank of the West
Industry Banking
Experience
Bank of the West December 2014 - Present
Bank of the West January 2011 - November 2014
Bank of the West September 2007 - December 2010
JPMorgan Chase February 2004 - September 2007
Deutsche Bank 1998 - 2004
Skills
Product Management, Banking, Portfolio Management, Financial Analysis, Business Development, Strategy, Finance, Business Analysis, Credit, Strategic Partnerships, Strategic Planning, Risk Management, Analytics, Mergers & Acquisitions, Electronic Payments, Financial Modeling, Equities, Internet Banking, Project Management, Management, Investments, Loans, Fixed Income, Treasury Management, Investment Banking, Capital Markets, Trading, Series 7
Education
Georgetown University 1994 — 1998
BSBA, Finance / Government
Bank of the West December 2014 - Present
Bank of the West January 2011 - November 2014
Bank of the West September 2007 - December 2010
JPMorgan Chase February 2004 - September 2007
Deutsche Bank 1998 - 2004
Skills
Product Management, Banking, Portfolio Management, Financial Analysis, Business Development, Strategy, Finance, Business Analysis, Credit, Strategic Partnerships, Strategic Planning, Risk Management, Analytics, Mergers & Acquisitions, Electronic Payments, Financial Modeling, Equities, Internet Banking, Project Management, Management, Investments, Loans, Fixed Income, Treasury Management, Investment Banking, Capital Markets, Trading, Series 7
Education
Georgetown University 1994 — 1998
BSBA, Finance / Government
Marjorie Matthews's Bank of the West Experience August 2011 - Present
Job Banking/Real Estate
Industry Banking
Experience
Bank of the West August 2011 - Present
Coldwell Banker September 2005 - October 2008
Union Bank of California 1984 - 1986
Manufacturers Hanover Trust September 1977 - August 1982
Education
Golden Gate University
BS, Finance
Bank of the West August 2011 - Present
Coldwell Banker September 2005 - October 2008
Union Bank of California 1984 - 1986
Manufacturers Hanover Trust September 1977 - August 1982
Education
Golden Gate University
BS, Finance
Eileen Woodlief's Bank of the West Experience September 2013 - Present
Job Vice President/Senior Operational Risk Manager at Bank of the West
Industry Banking
Experience
Bank of the West September 2013 - Present
Bank of the West June 2010 - September 2013
Bank of the West June 1994 - April 2012
INTEGRATED MAGNETIC TECHNOLOGY COMPANY, INC. October 1992 - May 1994
WELLS FARGO BANK, California January 1981 - February 1991
Skills
Retail Banking, Mergers, Risk Assessment, Branch Banking, Consumer Lending, Compliance Management, Compliance Audits, Risk Management, Fraud Detection, Operational Risk..., Auditing, Cash Management, Operations Management, Fraud Investigations, Fraud Prevention
Education
Sonoma State University 1994 — 1996
N/A-BA Studies w/emphasis in Human Resources, Psychology
Golden Gate University 1986 — 1987
N/A, MBA Graduate Studies w/emphasis in Banking and Finance
San Francisco State University 1972 — 1976
BA, Classics, English
Bank of the West September 2013 - Present
Bank of the West June 2010 - September 2013
Bank of the West June 1994 - April 2012
INTEGRATED MAGNETIC TECHNOLOGY COMPANY, INC. October 1992 - May 1994
WELLS FARGO BANK, California January 1981 - February 1991
Skills
Retail Banking, Mergers, Risk Assessment, Branch Banking, Consumer Lending, Compliance Management, Compliance Audits, Risk Management, Fraud Detection, Operational Risk..., Auditing, Cash Management, Operations Management, Fraud Investigations, Fraud Prevention
Education
Sonoma State University 1994 — 1996
N/A-BA Studies w/emphasis in Human Resources, Psychology
Golden Gate University 1986 — 1987
N/A, MBA Graduate Studies w/emphasis in Banking and Finance
San Francisco State University 1972 — 1976
BA, Classics, English
Bill Pell's Bank of the West Experience May 2015 - Present
Job SVP Retail Delivery Sales Manager
Industry Banking
Experience
Bank of the West May 2015 - Present
Citigroup December 2013 - May 2015
Citigroup June 2013 - December 2013
Huntington National Bank 1998 - 2000
Bank of America 1991 - 1998
Skills
Leadership, Banking, Credit, Relationship Management, Sales, Risk Management, Financial Services, Sales Management, Loans, Credit Analysis, Retail Banking, Mergers & Acquisitions, Retail, Management, Strategic Planning, Change Management, Customer Service...
Education
University of Florida - Warrington College of Business Administration 1987 — 1991
BSBA, Finance
Furman University
Retail Bank Management, Banking & Finance
Bank of the West May 2015 - Present
Citigroup December 2013 - May 2015
Citigroup June 2013 - December 2013
Huntington National Bank 1998 - 2000
Bank of America 1991 - 1998
Skills
Leadership, Banking, Credit, Relationship Management, Sales, Risk Management, Financial Services, Sales Management, Loans, Credit Analysis, Retail Banking, Mergers & Acquisitions, Retail, Management, Strategic Planning, Change Management, Customer Service...
Education
University of Florida - Warrington College of Business Administration 1987 — 1991
BSBA, Finance
Furman University
Retail Bank Management, Banking & Finance
Barton Wang's Bank of the West Experience July 2013 - March 2015
Job Director, Risk and Analytics at Insikt, Inc.
Industry Financial Services
Experience
Insikt, Inc. March 2015 - Present
Bank of the West July 2013 - March 2015
AccountNow, Inc December 2008 - July 2013
Washington Mutual Card Services January 2006 - December 2008
HSBC January 2003 - January 2006
REALTY INVESTMENTS 2002 - 2003
Skills
SAS/SQL, Risk Management, Market Analysis, P&L Management, Financial Modeling, Analytics, Segmentation, Underwriting, Statistical Modeling, Portfolio Management, Credit Cards, CRM, Credit Risk, Financial Risk, Banking
Education
Golden Gate University 2001 — 2002
MS, Computer Information Systems
San Francisco State University 1999 — 2000
MBA, Finance
Tamkang University 1992 — 1996
BA, Economics
Insikt, Inc. March 2015 - Present
Bank of the West July 2013 - March 2015
AccountNow, Inc December 2008 - July 2013
Washington Mutual Card Services January 2006 - December 2008
HSBC January 2003 - January 2006
REALTY INVESTMENTS 2002 - 2003
Skills
SAS/SQL, Risk Management, Market Analysis, P&L Management, Financial Modeling, Analytics, Segmentation, Underwriting, Statistical Modeling, Portfolio Management, Credit Cards, CRM, Credit Risk, Financial Risk, Banking
Education
Golden Gate University 2001 — 2002
MS, Computer Information Systems
San Francisco State University 1999 — 2000
MBA, Finance
Tamkang University 1992 — 1996
BA, Economics
Jason Tammen's Bank of the West Experience July 2008 - April 2012
Job Branch Manager at KeyBank
Industry Banking
Experience
KeyBank April 2012 - Present
Bank of the West July 2008 - April 2012
Wells Fargo Bank July 2005 - July 2008
Chase Bank September 2003 - July 2005
Best Buy September 2000 - September 2003
Skills
Banking, Credit, Loans, Sales Management, Leadership, Retail Banking, Commercial Lending, Relationship Management, Financial Services, Business Development, Account Management, New Business Development, Lead Development, Staff Supervision, Staff Training, Financial Services..., Profit Growth, Market Share Growth, Sales Training, Territory Management, Territory Growth, Operations, Branch Operations, New Client Acquisitions, Client Retention, Strategic Market..., Budgets, Tax Analysis, Credit Analysis, Regulatory Compliance, Networking, Prospecting, Employee Relations, Performance Monitoring, Financial Planning, Investment Planning, High-Impact Sales..., Performance Analysis, HR Administration, Operational..., Microsoft Office, Group Facilitation, Team Leadership, Service Delivery, Customer Service, Customer Satisfaction, Employee Engagement, Stakeholder Management, Investments, Branch Banking
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Phoenix 2008 — 2010
Bachelor of Science, Finance, 3.62
Front Range Community College 1996 — 1999
Associate of Arts, Business
KeyBank April 2012 - Present
Bank of the West July 2008 - April 2012
Wells Fargo Bank July 2005 - July 2008
Chase Bank September 2003 - July 2005
Best Buy September 2000 - September 2003
Skills
Banking, Credit, Loans, Sales Management, Leadership, Retail Banking, Commercial Lending, Relationship Management, Financial Services, Business Development, Account Management, New Business Development, Lead Development, Staff Supervision, Staff Training, Financial Services..., Profit Growth, Market Share Growth, Sales Training, Territory Management, Territory Growth, Operations, Branch Operations, New Client Acquisitions, Client Retention, Strategic Market..., Budgets, Tax Analysis, Credit Analysis, Regulatory Compliance, Networking, Prospecting, Employee Relations, Performance Monitoring, Financial Planning, Investment Planning, High-Impact Sales..., Performance Analysis, HR Administration, Operational..., Microsoft Office, Group Facilitation, Team Leadership, Service Delivery, Customer Service, Customer Satisfaction, Employee Engagement, Stakeholder Management, Investments, Branch Banking
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Phoenix 2008 — 2010
Bachelor of Science, Finance, 3.62
Front Range Community College 1996 — 1999
Associate of Arts, Business
Dale Niemi's Bank of the West Experience March 2006 - February 2014
Job BancWest Investment Services is a wholly owned subsidiary of Bank of the West
Industry Financial Services
Experience
BancWest Investment Services February 2014 - Present
Bank of the West March 2006 - February 2014
Wells Fargo Bank 1996 - 2006
Skills
Wealth Management, Investment Management, Private Banking, Banking, Real Estate, Portfolio Management, Loans, Credit, Mountain Biking, Investments, Commercial Banking, Financial Services, Management, Beer, Road Biking, Sales Management, Trust Management, Strategy, Retail Banking, Commercial Lending
Education
Grand Valley State University
BancWest Investment Services February 2014 - Present
Bank of the West March 2006 - February 2014
Wells Fargo Bank 1996 - 2006
Skills
Wealth Management, Investment Management, Private Banking, Banking, Real Estate, Portfolio Management, Loans, Credit, Mountain Biking, Investments, Commercial Banking, Financial Services, Management, Beer, Road Biking, Sales Management, Trust Management, Strategy, Retail Banking, Commercial Lending
Education
Grand Valley State University
Linda Mehlman's Bank of the West Experience 1999 - Present
Job Sr. Vice President at Bank of the West
Industry Banking
Experience
Bank of the West 1999 - Present
Bank of America 1992 - 1999
Skills
Reporting & Analysis, Data Analysis, Data Governance, Management, Regulatory Submissions, Creative Problem Solving, Communication Skills, Banking, Risk Management, Credit, Credit Risk, Enterprise Software, Basel II, Commercial Banking, Financial Risk
Education
Golden Gate University 1996 — 1999
MBA, Finance & Banking
University of California, Berkeley
BS, Economics & Natural Resource Mgmt
Bank of the West 1999 - Present
Bank of America 1992 - 1999
Skills
Reporting & Analysis, Data Analysis, Data Governance, Management, Regulatory Submissions, Creative Problem Solving, Communication Skills, Banking, Risk Management, Credit, Credit Risk, Enterprise Software, Basel II, Commercial Banking, Financial Risk
Education
Golden Gate University 1996 — 1999
MBA, Finance & Banking
University of California, Berkeley
BS, Economics & Natural Resource Mgmt
Yannie Mao's Bank of the West Experience June 2013 - Present
Job Mortgage Loan Officer at American Pacific Mortgage
Industry Banking
Experience
American Pacific Mortgage February 2015 - Present
Bank of the West June 2013 - Present
Pinnacle Mortgage Group, Inc. February 2012 - June 2013
BBVACompass May 2007 - December 2010
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Investment Banking, Mortgage Lending, Capital Markets, Commercial Lending, Credit Cards, Loan Origination, Investment Properties, Real Estate
Education
Fudan University 1984 — 1989
Master of Library & Information Science (M.L.I.S.)
American Pacific Mortgage February 2015 - Present
Bank of the West June 2013 - Present
Pinnacle Mortgage Group, Inc. February 2012 - June 2013
BBVACompass May 2007 - December 2010
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Investment Banking, Mortgage Lending, Capital Markets, Commercial Lending, Credit Cards, Loan Origination, Investment Properties, Real Estate
Education
Fudan University 1984 — 1989
Master of Library & Information Science (M.L.I.S.)
Linda Riley Corona's Bank of the West Experience June 2015 - Present
Job Consultant Senior Project Manager/Business Analyst at Bank of the West
Industry Computer Software
Experience
Bank of the West June 2015 - Present
Copart April 2013 - March 2015
PayPal October 2011 - April 2013
Bank of the West January 2011 - September 2011
Corona Business Systems, Inc. 2005 - 2011
Charles Schwab 2003 - 2004
Wells Fargo 2002 - 2003
Charles Schwab 1999 - 2001
Charles Schwab February 1997 - December 1998
Wells Fargo 1996 - 1997
Skills
Business Analysis, Financial Services, Business Intelligence, Data Warehousing, Project Management, Program Management, PMP, Integration, Data Modeling, Requirements Analysis, Data Integration, SDLC, Certified Project..., Teradata, Visio, Requirements Gathering, Databases, Agile Methodologies
Education
Golden Gate University
Graduate Work, Telecommunications Management
University of San Francisco
BS, Information Systems
Bank of the West June 2015 - Present
Copart April 2013 - March 2015
PayPal October 2011 - April 2013
Bank of the West January 2011 - September 2011
Corona Business Systems, Inc. 2005 - 2011
Charles Schwab 2003 - 2004
Wells Fargo 2002 - 2003
Charles Schwab 1999 - 2001
Charles Schwab February 1997 - December 1998
Wells Fargo 1996 - 1997
Skills
Business Analysis, Financial Services, Business Intelligence, Data Warehousing, Project Management, Program Management, PMP, Integration, Data Modeling, Requirements Analysis, Data Integration, SDLC, Certified Project..., Teradata, Visio, Requirements Gathering, Databases, Agile Methodologies
Education
Golden Gate University
Graduate Work, Telecommunications Management
University of San Francisco
BS, Information Systems
Gerry Boras's Bank of the West Experience 1997 - 2004
Job Director of Sales & Marketing, High Net Worth Division at Personal Management Consultants
Industry Financial Services
Experience
Personal Management Consultants 2010 - Present
Excel National Bank 2007 - 2010
Temecula Valley Bank 2004 - 2007
Bank of the West 1997 - 2004
Skills
Commercial Mortgages, Small Business Lending, Commercial Lending, Loans, Commercial Banking, SBA, Credit Analysis, Loan Origination, Real Estate, Mergers & Acquisitions, Mortgage Lending
Education
Golden Gate University
MBA, Marketing
University of the Pacific - Eberhardt School of Business
Bachelor of Science, Marketing
Personal Management Consultants 2010 - Present
Excel National Bank 2007 - 2010
Temecula Valley Bank 2004 - 2007
Bank of the West 1997 - 2004
Skills
Commercial Mortgages, Small Business Lending, Commercial Lending, Loans, Commercial Banking, SBA, Credit Analysis, Loan Origination, Real Estate, Mergers & Acquisitions, Mortgage Lending
Education
Golden Gate University
MBA, Marketing
University of the Pacific - Eberhardt School of Business
Bachelor of Science, Marketing
Ron Owen's Bank of the West Experience June 2002 - Present
Job Vice President / Underwriter at Bank of the West
Industry Banking
Experience
Families for Academic Excellence 2011 - Present
Bank of the West June 2002 - Present
Skills
Commercial Lending, Commercial Mortgages, Portfolio Management, Small Business Lending, Commercial Banking, Estate Planning, Risk Management, Financial Analysis, Strategic Planning, Sales Management, Insurance, Loans, Banking, Finance, Wealth Management, Credit, Mergers & Acquisitions, Cash Management
Education
University of California, Davis 1981 — 1985
BA, Economics
Golden Gate University 1987 — 1989
MBA, Financial Services
Families for Academic Excellence 2011 - Present
Bank of the West June 2002 - Present
Skills
Commercial Lending, Commercial Mortgages, Portfolio Management, Small Business Lending, Commercial Banking, Estate Planning, Risk Management, Financial Analysis, Strategic Planning, Sales Management, Insurance, Loans, Banking, Finance, Wealth Management, Credit, Mergers & Acquisitions, Cash Management
Education
University of California, Davis 1981 — 1985
BA, Economics
Golden Gate University 1987 — 1989
MBA, Financial Services
Brad Heyen's Bank of the West Experience October 1994 - Present
Job VP at Bank of the West
Industry Banking
Experience
Kansas Childrens Service League 2008 - Present
Bank of the West October 1994 - Present
Emprise Bank July 1988 - September 1994
Skills
Event Planning, Leadership, Loans, Coaching, Public Speaking, Team Building, Training, Strategic Planning, Leadership Development, Customer Service, Commercial Banking, Marketing, Credit, Public Relations, Small Business Lending
Education
Friends University
BS, Human Resources Management
Kansas Childrens Service League 2008 - Present
Bank of the West October 1994 - Present
Emprise Bank July 1988 - September 1994
Skills
Event Planning, Leadership, Loans, Coaching, Public Speaking, Team Building, Training, Strategic Planning, Leadership Development, Customer Service, Commercial Banking, Marketing, Credit, Public Relations, Small Business Lending
Education
Friends University
BS, Human Resources Management
Sandra Pang's Bank of the West Experience July 2003 - Present
Job Operations Analyst Risk Sensitive
Industry Banking
Experience
Bank of the West July 2003 - Present
Charles Schwab & Co Inc. March 1992 - December 2002
Skills
Credit Analysis, Commercial Lending, Loans, Credit Risk, Retail Banking
Education
Golden Gate University 2006 — 2010
MS, Finance
Golden Gate University
Master of Science, Finance
Association of Finance Professional
Certified Treasury Professional (CTP), Finance
Bank of the West July 2003 - Present
Charles Schwab & Co Inc. March 1992 - December 2002
Skills
Credit Analysis, Commercial Lending, Loans, Credit Risk, Retail Banking
Education
Golden Gate University 2006 — 2010
MS, Finance
Golden Gate University
Master of Science, Finance
Association of Finance Professional
Certified Treasury Professional (CTP), Finance
Porsche Williams's Bank of the West Experience September 1997 - May 2005
Job Experienced CFO Credit Union
Industry Banking
Experience
Arrowhead Credit Union January 2012 - Present
Cooperative Center Federal Credit Union May 2005 - August 2009
Bank of the West September 1997 - May 2005
Skills
Loans, GAAP, Payroll, Credit, Risk Management, Strategic Planning, Policy, Customer Service, ALM, Data Analysis, Microsoft Office, Internal Controls, Human Resources, Training, Contract Negotiation
Education
Western Governors University 2009 — 2012
MBA, Business Strategy
University of Phoenix 2002 — 2004
BS, Accounting
Golden Gate University 1996 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General
Arrowhead Credit Union January 2012 - Present
Cooperative Center Federal Credit Union May 2005 - August 2009
Bank of the West September 1997 - May 2005
Skills
Loans, GAAP, Payroll, Credit, Risk Management, Strategic Planning, Policy, Customer Service, ALM, Data Analysis, Microsoft Office, Internal Controls, Human Resources, Training, Contract Negotiation
Education
Western Governors University 2009 — 2012
MBA, Business Strategy
University of Phoenix 2002 — 2004
BS, Accounting
Golden Gate University 1996 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General
Jack Senekeremian's Bank of the West Experience April 2000 - January 2008
Job Banking Professional
Industry Banking
Experience
Bank of the West April 2000 - January 2008
Bank of the West January 2000 - January 2008
Aames Home Loan January 1996 - January 2000
First National Mortgage (Processing Center) January 1991 - January 1996
TOKAI Credit Corporation January 1985 - January 1991
Skills
Banking
Education
MORTGAGE BANKERS ASSOCIATION
TOKAI CREDIT CORPORATION
Certificate, Management/Supervision
Glendale Community College
General Education Curriculum
School name:Glendale College
General, General
Bank of the West April 2000 - January 2008
Bank of the West January 2000 - January 2008
Aames Home Loan January 1996 - January 2000
First National Mortgage (Processing Center) January 1991 - January 1996
TOKAI Credit Corporation January 1985 - January 1991
Skills
Banking
Education
MORTGAGE BANKERS ASSOCIATION
TOKAI CREDIT CORPORATION
Certificate, Management/Supervision
Glendale Community College
General Education Curriculum
School name:Glendale College
General, General
Theodore Austin's Bank of the West Experience July 2008 - October 2012
Job Financial Counselor | Bank Manager
Industry Financial Services
Experience
Security 1 Lending May 2015 - July 2015
Bank of America December 2014 - May 2015
Sovereign Lending Group, Inc. March 2014 - December 2014
American Advisors Group (AAG Reverse Mortgage) October 2012 - February 2014
Bank of the West July 2008 - October 2012
Polar Capital Funding July 2004 - July 2008
Wells Fargo January 2002 - June 2004
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Commercial Banking, Mortgage Lending, Finance, Investments, Loan Origination, Leadership, Real Estate, Commercial Lending, Small Business Lending, Customer Service, New Business Development, Credit Analysis, Team Building, Strategic Planning, Portfolio Management, Sales, Microsoft Office, United States Air Force...
Education
Golden Gate University
Bachelor's degree, Business Administration and Management, General
Southeast Los Angeles County Workforce Investment Board
Security 1 Lending May 2015 - July 2015
Bank of America December 2014 - May 2015
Sovereign Lending Group, Inc. March 2014 - December 2014
American Advisors Group (AAG Reverse Mortgage) October 2012 - February 2014
Bank of the West July 2008 - October 2012
Polar Capital Funding July 2004 - July 2008
Wells Fargo January 2002 - June 2004
Skills
Loans, Credit, Consumer Lending, Banking, Retail Banking, Commercial Banking, Mortgage Lending, Finance, Investments, Loan Origination, Leadership, Real Estate, Commercial Lending, Small Business Lending, Customer Service, New Business Development, Credit Analysis, Team Building, Strategic Planning, Portfolio Management, Sales, Microsoft Office, United States Air Force...
Education
Golden Gate University
Bachelor's degree, Business Administration and Management, General
Southeast Los Angeles County Workforce Investment Board
Kate Javandel's Bank of the West Experience February 2015 - Present
Job Content Management Analyst at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West February 2015 - Present
Urban Fantasy Reads.com August 2010 - Present
Wells Fargo July 2013 - December 2014
Wells Fargo June 2011 - December 2012
Achievekids March 2003 - July 2004
Skills
Management, HTML, User Experience, CSS, Web Development, Web Design, Technical Writing, Technical Documentation, CMS, Web Content Management, Social Media, Content Strategy, Copywriting, User Interface Design, Software Documentation
Education
University of California, Irvine 2014 — 2015
Certification, Web Development and Design
University of California, Berkeley 2013 — 2014
Certification, Project Management
UC Riverside 2011 — 2012
Certification, Technical Writing
Golden Gate University 2003 — 2005
M.A., Psychology
University of Oregon 1994 — 1996
B.S., Psychology/Sociology
Riverside Community College 1992 — 1994
A.A., Psychology/Sociology
Bank of the West February 2015 - Present
Urban Fantasy Reads.com August 2010 - Present
Wells Fargo July 2013 - December 2014
Wells Fargo June 2011 - December 2012
Achievekids March 2003 - July 2004
Skills
Management, HTML, User Experience, CSS, Web Development, Web Design, Technical Writing, Technical Documentation, CMS, Web Content Management, Social Media, Content Strategy, Copywriting, User Interface Design, Software Documentation
Education
University of California, Irvine 2014 — 2015
Certification, Web Development and Design
University of California, Berkeley 2013 — 2014
Certification, Project Management
UC Riverside 2011 — 2012
Certification, Technical Writing
Golden Gate University 2003 — 2005
M.A., Psychology
University of Oregon 1994 — 1996
B.S., Psychology/Sociology
Riverside Community College 1992 — 1994
A.A., Psychology/Sociology
Arnold & Mishel Urias's Bank of the West Experience July 2010 - July 2011
Job Mortgage Banking Team Branch Sales Manager at HomeStreet Bank
Industry Financial Services
Experience
HomeStreet Bank December 2014 - Present
PrimeLending October 2011 - December 2014
Bank of the West July 2010 - July 2011
PrimeLending January 2010 - June 2010
Wells Fargo Home Mortgage March 2004 - January 2010
First Horizon Home Loans February 2001 - March 2004
Southern California Funding May 1997 - February 2001
Skills
EMT Certified, Loans, Mortgage Banking, Investment Properties, Mortgage Lending, EMT, Underwriting, Sellers, REO, Residential Homes, Referrals, Short Sales, Buyer Representation, First Time Home Buyers, Property Management, Commercial Real Estate, Investors, Vacation Homes, Condos, Luxury, Real Property, Foreclosures, FHA, Residential Mortgages, VA loans, Refinance, Loan Origination, USDA, Real Estate Financing, FHA financing, Reverse Mortgages, Certified Mortgage...
Education
Santa Barbara City College 1994 — 1996
Golden West College
Real Estate Property Management
Mount San Jacinto
Finance and Financial Management Services
HomeStreet Bank December 2014 - Present
PrimeLending October 2011 - December 2014
Bank of the West July 2010 - July 2011
PrimeLending January 2010 - June 2010
Wells Fargo Home Mortgage March 2004 - January 2010
First Horizon Home Loans February 2001 - March 2004
Southern California Funding May 1997 - February 2001
Skills
EMT Certified, Loans, Mortgage Banking, Investment Properties, Mortgage Lending, EMT, Underwriting, Sellers, REO, Residential Homes, Referrals, Short Sales, Buyer Representation, First Time Home Buyers, Property Management, Commercial Real Estate, Investors, Vacation Homes, Condos, Luxury, Real Property, Foreclosures, FHA, Residential Mortgages, VA loans, Refinance, Loan Origination, USDA, Real Estate Financing, FHA financing, Reverse Mortgages, Certified Mortgage...
Education
Santa Barbara City College 1994 — 1996
Golden West College
Real Estate Property Management
Mount San Jacinto
Finance and Financial Management Services
Gary Griffin's Bank of the West Experience 1987 - 2000
Job President at Capital Growth Solutions, LLC
Industry Financial Services
Experience
Capital Growth Solutions, LLC May 2008 - Present
The Loan Depot,LLC 2001 - 2007
The Money Store 2000 - 2001
Bank of the West 1987 - 2000
Communtiy Financial Corporation (Community Group, Inc) 1987 - 1997
SBA 1979 - 1980
Skills
Small Business Lending, SBA, Loans, Commercial Lending, Commercial Mortgages, Commercial Banking, Credit, Credit Analysis, Asset Based Lending, Underwriting, Banking, Portfolio Management, Government, Loan Origination, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1980 — 1981
Post Graduate, Accounting
University of Denver - Daniels College of Business 1975 — 1979
BSBA, Finance
Capital Growth Solutions, LLC May 2008 - Present
The Loan Depot,LLC 2001 - 2007
The Money Store 2000 - 2001
Bank of the West 1987 - 2000
Communtiy Financial Corporation (Community Group, Inc) 1987 - 1997
SBA 1979 - 1980
Skills
Small Business Lending, SBA, Loans, Commercial Lending, Commercial Mortgages, Commercial Banking, Credit, Credit Analysis, Asset Based Lending, Underwriting, Banking, Portfolio Management, Government, Loan Origination, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1980 — 1981
Post Graduate, Accounting
University of Denver - Daniels College of Business 1975 — 1979
BSBA, Finance
Valerie Love, CIC, CISR's Bank of the West Experience January 2001 - March 2003
Job Commercial Lines Insurance Account Manager
Industry Insurance
Experience
Madison Insurance Group September 2014 - Present
BB&T Insurance Services Inc. March 2003 - September 2014
Bank of the West January 2001 - March 2003
Skills
Brokers, Commercial Insurance, Property & Casualty..., Insurance, Underwriting, General Insurance, Professional Liability, Health Insurance, Liability, Casualty, Legal Liability, Commercial Lines, Workers Compensation, Umbrella Insurance, Disability Insurance, D&O, Employee Benefits, Life Insurance, Claim, Term Life Insurance, Employment Practices...
Education
Front Range Community College
Madison Insurance Group September 2014 - Present
BB&T Insurance Services Inc. March 2003 - September 2014
Bank of the West January 2001 - March 2003
Skills
Brokers, Commercial Insurance, Property & Casualty..., Insurance, Underwriting, General Insurance, Professional Liability, Health Insurance, Liability, Casualty, Legal Liability, Commercial Lines, Workers Compensation, Umbrella Insurance, Disability Insurance, D&O, Employee Benefits, Life Insurance, Claim, Term Life Insurance, Employment Practices...
Education
Front Range Community College
Sherryl Brinkley's Bank of the West Experience 2003 - 2004
Job Tax and Accounting Consultant
Industry Accounting
Experience
Consultant December 2013 - Present
CSAA Insurance Group December 2007 - November 2013
PMI 2004 - 2007
Bank of the West 2003 - 2004
Skills
Tax, Sarbanes-Oxley Act, SEC filings, CPA, Financial Accounting, Financial Reporting, Financial Analysis, General Ledger, Auditing, Internal Controls, Sarbanes-Oxley, PeopleSoft, Insurance, Finance, Cash Management, SAP, CorpTax Compliance, CorpTax Provision
Education
Golden Gate University 1972 — 1978
MBA, Tax
San Jose State University
BS, Business Admin - Accounting Emphasis
Consultant December 2013 - Present
CSAA Insurance Group December 2007 - November 2013
PMI 2004 - 2007
Bank of the West 2003 - 2004
Skills
Tax, Sarbanes-Oxley Act, SEC filings, CPA, Financial Accounting, Financial Reporting, Financial Analysis, General Ledger, Auditing, Internal Controls, Sarbanes-Oxley, PeopleSoft, Insurance, Finance, Cash Management, SAP, CorpTax Compliance, CorpTax Provision
Education
Golden Gate University 1972 — 1978
MBA, Tax
San Jose State University
BS, Business Admin - Accounting Emphasis
Edward Tylicki's Bank of the West Experience May 2013 - Present
Job Employee Relations/HR Professional
Industry Human Resources
Experience
Bank of the West May 2013 - Present
Nike February 2009 - February 2013
Lindsay Hart LLP September 1999 - January 2009
Pozzi, Wilson, Atchison, LLP September 1997 - September 1999
Transition Projects June 1991 - August 1994
Skills
Employment Law, Human Resources, Training, Performance Management, Employee Relations, Policy, Coaching, FMLA, Negotiation, Management
Education
Lewis & Clark Law School 1994 — 1997
Doctor of Law (J.D.), Law
Georgetown University 1984 — 1989
Bachelor of Science (B.S.), International Relations, Law, and Organization
Warsaw School of Economics 1988 — 1988
Economics and comparative political systems.
Yonsei University 1988 — 1988
Korean history and culture.
Bank of the West May 2013 - Present
Nike February 2009 - February 2013
Lindsay Hart LLP September 1999 - January 2009
Pozzi, Wilson, Atchison, LLP September 1997 - September 1999
Transition Projects June 1991 - August 1994
Skills
Employment Law, Human Resources, Training, Performance Management, Employee Relations, Policy, Coaching, FMLA, Negotiation, Management
Education
Lewis & Clark Law School 1994 — 1997
Doctor of Law (J.D.), Law
Georgetown University 1984 — 1989
Bachelor of Science (B.S.), International Relations, Law, and Organization
Warsaw School of Economics 1988 — 1988
Economics and comparative political systems.
Yonsei University 1988 — 1988
Korean history and culture.
Yuhang Yao's Bank of the West Experience June 2015 - Present
Job Intern at Western Peaks Financial Corporation
Industry Accounting
Experience
Bank of the West June 2015 - Present
Grand Food May 2015 - Present
Western Peaks Financial Corporation January 2013 - Present
Golden Gate University July 2012 - November 2012
San Francisco State University January 2012 - April 2012
Internal Revenue Service January 2011 - April 2012
Skills
Accounting, Tax, Tax Preparation, Bookkeeping, Income Tax, Financial Accounting, Microsoft Excel, Financial Reporting, Auditing, Microsoft Word, PowerPoint, Valuation, Tax Returns, Budgets, QuickBooks, Finance, GAAP, Tax Accounting, Corporate Tax, Financial Statements, Financial Analysis, Microsoft Office
Education
Golden Gate University 2012 — 2013
Master of Taxation, Taxation
San Francisco State University, College of Business 2008 — 2012
Bachelor's degree, Accounting, 3.5
Bank of the West June 2015 - Present
Grand Food May 2015 - Present
Western Peaks Financial Corporation January 2013 - Present
Golden Gate University July 2012 - November 2012
San Francisco State University January 2012 - April 2012
Internal Revenue Service January 2011 - April 2012
Skills
Accounting, Tax, Tax Preparation, Bookkeeping, Income Tax, Financial Accounting, Microsoft Excel, Financial Reporting, Auditing, Microsoft Word, PowerPoint, Valuation, Tax Returns, Budgets, QuickBooks, Finance, GAAP, Tax Accounting, Corporate Tax, Financial Statements, Financial Analysis, Microsoft Office
Education
Golden Gate University 2012 — 2013
Master of Taxation, Taxation
San Francisco State University, College of Business 2008 — 2012
Bachelor's degree, Accounting, 3.5
Garrett Reimer's Bank of the West Experience May 2015 - Present
Job Financial Service Officer
Industry Banking
Experience
Bank of the West May 2015 - Present
JPMorgan Chase & Co. February 2013 - April 2015
JPMorgan Chase & Co. May 2012 - January 2013
Reply! December 2011 - April 2012
Casa munras hotel March 2010 - May 2011
Skills
Customer Service, Sales, Teamwork, Customer Satisfaction, Microsoft Word, PowerPoint, Social Media, Microsoft Office, Event Planning, Outlook, Microsoft Excel, Inventory Management, Management, Budgets, Financial Analysis
Education
Monterey Peninsula College 2006 — 2009
Associate's degree, Business Administration.
Fresno Pacific University 2005 — 2006
General Education, Kinesiology
Bank of the West May 2015 - Present
JPMorgan Chase & Co. February 2013 - April 2015
JPMorgan Chase & Co. May 2012 - January 2013
Reply! December 2011 - April 2012
Casa munras hotel March 2010 - May 2011
Skills
Customer Service, Sales, Teamwork, Customer Satisfaction, Microsoft Word, PowerPoint, Social Media, Microsoft Office, Event Planning, Outlook, Microsoft Excel, Inventory Management, Management, Budgets, Financial Analysis
Education
Monterey Peninsula College 2006 — 2009
Associate's degree, Business Administration.
Fresno Pacific University 2005 — 2006
General Education, Kinesiology
David Harkin's Bank of the West Experience January 2005 - Present
Job Vice President at Bank of the West
Industry Banking
Experience
Bank of the West January 2005 - Present
Capital Advantage 2000 - December 2004
Sanwa Bank 1993 - June 2000
Bank of America 1986 - September 1993
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Banking, Credit, Loans, Retail Banking, Portfolio Management, Cross Selling, Mortgage Lending, Deposits, Financial Services, Treasury Management, Relationship Management, Loan Origination, Lines Of Credit, Risk Management
Education
Golden Gate University 1991 — 1993
MBA, Finance
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1985
BS, Finance
Bank of the West January 2005 - Present
Capital Advantage 2000 - December 2004
Sanwa Bank 1993 - June 2000
Bank of America 1986 - September 1993
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Banking, Credit, Loans, Retail Banking, Portfolio Management, Cross Selling, Mortgage Lending, Deposits, Financial Services, Treasury Management, Relationship Management, Loan Origination, Lines Of Credit, Risk Management
Education
Golden Gate University 1991 — 1993
MBA, Finance
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1985
BS, Finance
joan spry's Bank of the West Experience June 2006 - December 2010
Job Assistant Manager at J P Morgan Chase
Industry Banking
Experience
J P Morgan Chase February 2011 - Present
Bank of the West June 2006 - December 2010
First Financial Credit Union February 2000 - June 2006
Washington Mutual June 1999 - February 2000
Home Savings of America December 1987 - June 1999
Education
Golden West College 1977 — 1979
AA, Business-Finance
J P Morgan Chase February 2011 - Present
Bank of the West June 2006 - December 2010
First Financial Credit Union February 2000 - June 2006
Washington Mutual June 1999 - February 2000
Home Savings of America December 1987 - June 1999
Education
Golden West College 1977 — 1979
AA, Business-Finance
Brenda Chow's Bank of the West Experience December 2005 - November 2008
Job Special Assets Officer at Bank of Nevada
Industry Banking
Experience
Bank of Nevada March 2009 - Present
Bank of the West December 2005 - November 2008
Bank of Nevada March 2004 - December 2005
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Banking, Credit, Underwriting, Portfolio Management, Financial Analysis, Valuation, Real Estate
Education
Golden Gate University
San Francisco State University
Bank of Nevada March 2009 - Present
Bank of the West December 2005 - November 2008
Bank of Nevada March 2004 - December 2005
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Banking, Credit, Underwriting, Portfolio Management, Financial Analysis, Valuation, Real Estate
Education
Golden Gate University
San Francisco State University
Narbeh Leon's Bank of the West Experience April 2015 - Present
Job
Industry Financial Services
Experience
Bank of the West April 2015 - Present
Citi August 2012 - April 2015
JP Morgan CHASE July 2010 - July 2012
Bank of America January 2007 - July 2010
Bank of America December 2005 - January 2007
Skills
Loans, Banking, Credit, Mortgage Lending, Consumer Lending, Small Business Lending, Retail Banking, Commercial Banking, Commercial Lending, Mortgage Banking, Deposits, Customer Service, Small Business, Cross Selling, Residential Mortgages, FHA, Credit Cards, Private Banking, Financial Services, Loan Origination, Lines Of Credit, Refinance, Relationship Management, Branch Banking, Real Estate, Internet Banking, Sales, Home Equity Lines of..., Credit Analysis, Management, Credit Risk, Financial Analysis, FHA financing, Cash Management, Branch Management, Home Equity Loans, Investment Banking, Core Banking, Personal Banking, Financial Institutions, SBA, Referrals, Finance, Financial Risk, Retirement Planning, Operational Risk..., Financial Structuring, Banking Relationships, Merchant Services, Investments
Education
Glendale Community College 2008 — 2012
Business Management
Pasadena City College 2000 — 2008
Architecture
Bank of the West April 2015 - Present
Citi August 2012 - April 2015
JP Morgan CHASE July 2010 - July 2012
Bank of America January 2007 - July 2010
Bank of America December 2005 - January 2007
Skills
Loans, Banking, Credit, Mortgage Lending, Consumer Lending, Small Business Lending, Retail Banking, Commercial Banking, Commercial Lending, Mortgage Banking, Deposits, Customer Service, Small Business, Cross Selling, Residential Mortgages, FHA, Credit Cards, Private Banking, Financial Services, Loan Origination, Lines Of Credit, Refinance, Relationship Management, Branch Banking, Real Estate, Internet Banking, Sales, Home Equity Lines of..., Credit Analysis, Management, Credit Risk, Financial Analysis, FHA financing, Cash Management, Branch Management, Home Equity Loans, Investment Banking, Core Banking, Personal Banking, Financial Institutions, SBA, Referrals, Finance, Financial Risk, Retirement Planning, Operational Risk..., Financial Structuring, Banking Relationships, Merchant Services, Investments
Education
Glendale Community College 2008 — 2012
Business Management
Pasadena City College 2000 — 2008
Architecture
Johnny Clark's Bank of the West Experience January 2001 - April 2005
Job Business Development Officer
Industry Financial Services
Experience
Wells Fargo Bank January 2010 - December 2014
Patelco Credit Union January 2007 - April 2010
Bank of the West January 2001 - April 2005
Skills
Small Business Lending, Commercial Banking, Banking, Portfolio Management, Loans, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Commercial Lending, Lines Of Credit, Cross Selling, Treasury Management, Cash Management, Private Banking, Credit Cards, Deposits, Commercial Real Estate, Refinance, Consumer Lending, Commercial Mortgages, Retail Banking, Credit
Education
Grambling State University 1992 — 1996
Bachelor's degree, Marketing
Wells Fargo Bank January 2010 - December 2014
Patelco Credit Union January 2007 - April 2010
Bank of the West January 2001 - April 2005
Skills
Small Business Lending, Commercial Banking, Banking, Portfolio Management, Loans, Mortgage Lending, Credit Analysis, Loan Origination, Mortgage Banking, Commercial Lending, Lines Of Credit, Cross Selling, Treasury Management, Cash Management, Private Banking, Credit Cards, Deposits, Commercial Real Estate, Refinance, Consumer Lending, Commercial Mortgages, Retail Banking, Credit
Education
Grambling State University 1992 — 1996
Bachelor's degree, Marketing
Isaac Chacon's Bank of the West Experience January 2014 - Present
Job Contact Center Representative II at Bank of the West
Industry Consumer Services
Experience
Bank of the West January 2014 - Present
Verizon Wireless March 2010 - February 2012
Verizon Wireless 2010 - 2012
Convergys September 2007 - June 2008
The Church of Jesus Christ of Latter Day Saints August 2005 - September 2007
Skills
Technical Support, Troubleshooting, Call Centers
Education
Full Sail University 2014 — 2018
Bachelor of Science (B.S.), Game Art and Design
ITT Technical Institute - Salt Lake City, UT 2009 — 2012
Drafting and Design, Computer Science
Bank of the West January 2014 - Present
Verizon Wireless March 2010 - February 2012
Verizon Wireless 2010 - 2012
Convergys September 2007 - June 2008
The Church of Jesus Christ of Latter Day Saints August 2005 - September 2007
Skills
Technical Support, Troubleshooting, Call Centers
Education
Full Sail University 2014 — 2018
Bachelor of Science (B.S.), Game Art and Design
ITT Technical Institute - Salt Lake City, UT 2009 — 2012
Drafting and Design, Computer Science
Sindhuja Padmanabhan's Bank of the West Experience June 2014 - May 2015
Job
Industry Management Consulting
Experience
Bank of the West June 2014 - May 2015
St. Jude Medical June 2013 - August 2013
School of Chemistry October 2010 - May 2013
St. Jude Medical 2012 - August 2012
The Wallace H. Coulter Department of Biomedical Engineering (BME) 2011 - 2012
Education
Georgia Institute of Technology 2010 — 2014
Bachelor's Degree, Biomedical/Medical Engineering, Certificate in Marketing
Bank of the West June 2014 - May 2015
St. Jude Medical June 2013 - August 2013
School of Chemistry October 2010 - May 2013
St. Jude Medical 2012 - August 2012
The Wallace H. Coulter Department of Biomedical Engineering (BME) 2011 - 2012
Education
Georgia Institute of Technology 2010 — 2014
Bachelor's Degree, Biomedical/Medical Engineering, Certificate in Marketing
Candy Hannah's Bank of the West Experience March 2015 - Present
Job Customer Service Supervisor at Bank of the west
Industry Banking
Experience
Bank of the west March 2015 - Present
Independent Bank Of Texas (Irving, TX) February 2015 - Present
Skills
Bank Reconciliation, General Ledger, Accounting, Financial Analysis, Finance, Banking, Financial Reporting, Account Reconciliation, Auditing, Accounts Payable, Financial Accounting, Accounts Receivable, Internal Controls, Branch Operation, Branch Banking, Cash Management, Credit
Education
Fresno City College
Bank of the west March 2015 - Present
Independent Bank Of Texas (Irving, TX) February 2015 - Present
Skills
Bank Reconciliation, General Ledger, Accounting, Financial Analysis, Finance, Banking, Financial Reporting, Account Reconciliation, Auditing, Accounts Payable, Financial Accounting, Accounts Receivable, Internal Controls, Branch Operation, Branch Banking, Cash Management, Credit
Education
Fresno City College
Garrett Reynolds's Bank of the West Experience 2012 - 2013
Job Executive Assistant to the CEO at Wystone's World Teas
Industry Executive Office
Experience
Wystone's World Teas July 2015 - Present
Entertainment Experts April 2015 - June 2015
Nelson Brothers Property Management January 2015 - March 2015
Riverstone Residential Group July 2014 - October 2014
Garrett & Company 2013 - July 2014
Front Range Community College 2012 - 2014
Bank of the West 2012 - 2013
Independent 2011 - 2011
Advantage Consultants 2010 - 2010
Municipalities & Non-Profits 2007 - 2010
Skills
Nonprofits, Management, Marketing, Public Relations, Start-ups, Strategic Planning, Close Attention to..., Analysis, Leadership, Event Planning, CRM, Asset Protection, High Level Of..., Political Strategy, Analytical Skills, Interpersonal..., Tactfulness, Highly Ambitious, Computer Proficiency, Fundraising, Budgets, Social Media, Customer Service, Public Speaking, Strategy, Microsoft Office, Research, Microsoft Excel, Project Management, Microsoft Word
Education
Front Range Community College 2012 — 2014
Associate's degree
Idaho State University 2008 — 2009
Telesis Preparatory Academy 2002 — 2006
High School Diploma
Wystone's World Teas July 2015 - Present
Entertainment Experts April 2015 - June 2015
Nelson Brothers Property Management January 2015 - March 2015
Riverstone Residential Group July 2014 - October 2014
Garrett & Company 2013 - July 2014
Front Range Community College 2012 - 2014
Bank of the West 2012 - 2013
Independent 2011 - 2011
Advantage Consultants 2010 - 2010
Municipalities & Non-Profits 2007 - 2010
Skills
Nonprofits, Management, Marketing, Public Relations, Start-ups, Strategic Planning, Close Attention to..., Analysis, Leadership, Event Planning, CRM, Asset Protection, High Level Of..., Political Strategy, Analytical Skills, Interpersonal..., Tactfulness, Highly Ambitious, Computer Proficiency, Fundraising, Budgets, Social Media, Customer Service, Public Speaking, Strategy, Microsoft Office, Research, Microsoft Excel, Project Management, Microsoft Word
Education
Front Range Community College 2012 — 2014
Associate's degree
Idaho State University 2008 — 2009
Telesis Preparatory Academy 2002 — 2006
High School Diploma
Jacob Ellingworth's Bank of the West Experience October 2013 - Present
Job Customer Service Representative at Bank of the West
Industry Banking
Experience
Bank of the West October 2013 - Present
Pizza Ranch October 2010 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets
Education
Minnesota School of Business-Moorhead 2013 — 2014
Bachelor's degree, Business Management-Marketing
Bank of the West October 2013 - Present
Pizza Ranch October 2010 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets
Education
Minnesota School of Business-Moorhead 2013 — 2014
Bachelor's degree, Business Management-Marketing
Caren Galloway's Bank of the West Experience July 2013 - Present
Job
Industry Banking
Experience
Bank of the West July 2013 - Present
Bank of the West July 2008 - July 2013
U.S. Bank 1999 - 2013
U.S. Bank August 2005 - July 2008
U.S. Bank March 1999 - April 2002
Skills
Strategic Planning, Relationship Building, Relationship Management, Government Proposals, Presentation Development, Sales Management, Commercial Banking, Portfolio Management, Financial Analysis, Planning Budgeting &..., Sales Hiring, Employee Management, Management, Banking, Cash Management, Leadership
Education
Otterbein University 1996 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services
George Mason University 1988 — 1989
Business Administration and Management, General
Miami University-Middletown 1963 — 1964
Elementary Education and Teaching
Bank of the West July 2013 - Present
Bank of the West July 2008 - July 2013
U.S. Bank 1999 - 2013
U.S. Bank August 2005 - July 2008
U.S. Bank March 1999 - April 2002
Skills
Strategic Planning, Relationship Building, Relationship Management, Government Proposals, Presentation Development, Sales Management, Commercial Banking, Portfolio Management, Financial Analysis, Planning Budgeting &..., Sales Hiring, Employee Management, Management, Banking, Cash Management, Leadership
Education
Otterbein University 1996 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services
George Mason University 1988 — 1989
Business Administration and Management, General
Miami University-Middletown 1963 — 1964
Elementary Education and Teaching
Nancy (White) Adams's Bank of the West Experience November 2013 - Present
Job Vice President Enterprise Project Office Bank of the West
Industry Banking
Experience
Bank of the West November 2013 - Present
Charles Schwab March 2008 - November 2013
Amon Services, Inc. June 2000 - February 2008
Charles Schwab June 1983 - May 1999
Skills
Financial Services, Risk Management, Asset Management, Portfolio Management, Investments, Business Analysis, SDLC, Program Management, Leadership, Project Management, Software Project..., Finance, Vendor Management, Process Improvement, Banking
Education
Golden Gate University 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Berkeley 1978 — 1982
Bachelor of Arts (BA), Psychology
The American University in Cairo 1980 — 1981
Study Abroad, Arabic Language & Society
Bank of the West November 2013 - Present
Charles Schwab March 2008 - November 2013
Amon Services, Inc. June 2000 - February 2008
Charles Schwab June 1983 - May 1999
Skills
Financial Services, Risk Management, Asset Management, Portfolio Management, Investments, Business Analysis, SDLC, Program Management, Leadership, Project Management, Software Project..., Finance, Vendor Management, Process Improvement, Banking
Education
Golden Gate University 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Berkeley 1978 — 1982
Bachelor of Arts (BA), Psychology
The American University in Cairo 1980 — 1981
Study Abroad, Arabic Language & Society
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY