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,
Bank of the West List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of the West. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of the West Salaries. You can even request information on how much does Bank of the West pay if you want to. Learn about salaries, pros and cons of working for Bank of the West directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,685 Bank of the West employees in database. Find out everything there's to know about Bank of the West employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of the West Employees
Employee
Years
Job
Industry
Mike Kohls Mike Kohls's Bank of the West Experience September 2006 - May 2007
Job IT Manager at Shields, Harper & Co.
Industry Computer Networking
Experience
Shields, Harper & Co. November 2013 - Present
The Buck Institute September 2012 - August 2013
Cardno ENTRIX March 2011 - August 2012
Micromenders May 2007 - March 2011
Bank of the West September 2006 - May 2007
County of Marin Health and Human Services July 2005 - January 2006
Amy's Kitchen February 2005 - June 2005
North Coast Industries May 2002 - November 2004
Manning Selvage and Lee May 2000 - March 2002
Skills
Help Desk Support, SharePoint, Active Directory, Citrix, Windows Server, SQL, Microsoft Exchange, Access, Windows 7, Troubleshooting, DHCP, Microsoft SQL Server, DNS, Databases, Software Documentation, Systems Analysis, System Administration, Laptops, OS X, XP, Operating Systems, Networking, Technical Support, VPN, Disaster Recovery, Servers, System Deployment, Firewalls, Hardware, Information Technology, Software Installation, Printers, Windows
Education
University of California, Berkeley 1992 — 1994
Bachelor of Arts, Development Studies
Diablo Valley College 1987 — 1991
Transfer Units, Liberal Arts
Shields, Harper & Co. November 2013 - Present
The Buck Institute September 2012 - August 2013
Cardno ENTRIX March 2011 - August 2012
Micromenders May 2007 - March 2011
Bank of the West September 2006 - May 2007
County of Marin Health and Human Services July 2005 - January 2006
Amy's Kitchen February 2005 - June 2005
North Coast Industries May 2002 - November 2004
Manning Selvage and Lee May 2000 - March 2002
Skills
Help Desk Support, SharePoint, Active Directory, Citrix, Windows Server, SQL, Microsoft Exchange, Access, Windows 7, Troubleshooting, DHCP, Microsoft SQL Server, DNS, Databases, Software Documentation, Systems Analysis, System Administration, Laptops, OS X, XP, Operating Systems, Networking, Technical Support, VPN, Disaster Recovery, Servers, System Deployment, Firewalls, Hardware, Information Technology, Software Installation, Printers, Windows
Education
University of California, Berkeley 1992 — 1994
Bachelor of Arts, Development Studies
Diablo Valley College 1987 — 1991
Transfer Units, Liberal Arts
Dan Rubinsky's Bank of the West Experience June 2015 - Present
Job
Industry Marketing and Advertising
Experience
Bank of the West June 2015 - Present
Gannett March 2012 - April 2015
Gannett October 2011 - February 2012
Enwisen November 2009 - September 2011
Athleon November 2007 - July 2009
Philips Medical June 2006 - June 2007
Worldco Financial April 2002 - November 2003
The Mountain Unlimited July 2000 - March 2002
Skills
Marketing, Online Advertising, Program Management, Product Marketing, Product Management, Marketing Strategy, Marketing Management, Project Management, Strategic Planning, Product Development, Data Analysis
Education
University of Washington - Foster School of Business 2005 — 2007
MBA, Marketing
University of California, Berkeley 1998 — 2000
BA, American Studies - International Economics
Bank of the West June 2015 - Present
Gannett March 2012 - April 2015
Gannett October 2011 - February 2012
Enwisen November 2009 - September 2011
Athleon November 2007 - July 2009
Philips Medical June 2006 - June 2007
Worldco Financial April 2002 - November 2003
The Mountain Unlimited July 2000 - March 2002
Skills
Marketing, Online Advertising, Program Management, Product Marketing, Product Management, Marketing Strategy, Marketing Management, Project Management, Strategic Planning, Product Development, Data Analysis
Education
University of Washington - Foster School of Business 2005 — 2007
MBA, Marketing
University of California, Berkeley 1998 — 2000
BA, American Studies - International Economics
Eric Andersen's Bank of the West Experience June 2013 - Present
Job Credit Analyst at Bank of the West
Industry Banking
Experience
Bank of the West June 2013 - Present
Risk Management Association July 2013 - Present
CSRware, Inc. December 2012 - June 2013
Berkeley Student Food Collective August 2011 - March 2013
BearExtender January 2013 - February 2013
Revel Systems October 2012 - December 2012
myPower March 2012 - December 2012
Andersen Lawn Care April 2006 - July 2011
Skills
Non-profits, Public Speaking, Research, Microsoft Office, Event Planning, Critical Thinking, Group Dynamics, Fundraising, Nonprofits, Teaching, Volunteer Management, Leadership, Social Media, Microsoft Word, Customer Service, Marketing, Outlook, Social Networking
Education
UC Berkeley
Bachelor of Science (B.S.), Environmental Economics and Policy
redlands high school
Bank of the West June 2013 - Present
Risk Management Association July 2013 - Present
CSRware, Inc. December 2012 - June 2013
Berkeley Student Food Collective August 2011 - March 2013
BearExtender January 2013 - February 2013
Revel Systems October 2012 - December 2012
myPower March 2012 - December 2012
Andersen Lawn Care April 2006 - July 2011
Skills
Non-profits, Public Speaking, Research, Microsoft Office, Event Planning, Critical Thinking, Group Dynamics, Fundraising, Nonprofits, Teaching, Volunteer Management, Leadership, Social Media, Microsoft Word, Customer Service, Marketing, Outlook, Social Networking
Education
UC Berkeley
Bachelor of Science (B.S.), Environmental Economics and Policy
redlands high school
Allison Matsunaga Allison Matsunaga's Bank of the West Experience September 2004 - Present
Job Regional Banking Group Administration ATM Operations at Bank of the West
Industry Banking
Experience
Bank of the West September 2004 - Present
Skills
Banking, Cash Management, Risk Management, Project Management, Microsoft Office, ATMs, Engineering, AutoCAD, Project Planning, Data Analysis, Reporting & Analysis, Capital Budgeting, Accounts Payable
Education
University of California, Davis 1997 — 2002
Bachelor of Science (B.S.), Biological/Biosystems Engineering
Bank of the West September 2004 - Present
Skills
Banking, Cash Management, Risk Management, Project Management, Microsoft Office, ATMs, Engineering, AutoCAD, Project Planning, Data Analysis, Reporting & Analysis, Capital Budgeting, Accounts Payable
Education
University of California, Davis 1997 — 2002
Bachelor of Science (B.S.), Biological/Biosystems Engineering
Simon Situ's Bank of the West Experience October 2012 - Present
Job Senior Portfolio Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. January 2015 - Present
Lending Club December 2013 - Present
Bank of the West October 2012 - Present
Wells Fargo November 2010 - November 2012
CB Richard Ellis September 2006 - October 2007
Skills
Underwriting, Market Research, Financial Analysis, Risk Assessment, Loan Servicing, Commercial Real Estate..., Rent Roll, Real Estate Due..., Financial Risk, Microsoft Excel, Microsoft Access, SQL, QuickBooks, VBA, Test Case Generation, UAT coordination, Quality Assurance, Surveillance, Auditing, Account Reconciliation, Loan Documents, Quality Center, Salesforce.com, Due Diligence, Loans, Investments, Analysis
Education
University of California, Riverside 2004 — 2008
BA, Business Economics
University of California, Berkeley
Extension, Accounting and Finance
JPMorgan Chase & Co. January 2015 - Present
Lending Club December 2013 - Present
Bank of the West October 2012 - Present
Wells Fargo November 2010 - November 2012
CB Richard Ellis September 2006 - October 2007
Skills
Underwriting, Market Research, Financial Analysis, Risk Assessment, Loan Servicing, Commercial Real Estate..., Rent Roll, Real Estate Due..., Financial Risk, Microsoft Excel, Microsoft Access, SQL, QuickBooks, VBA, Test Case Generation, UAT coordination, Quality Assurance, Surveillance, Auditing, Account Reconciliation, Loan Documents, Quality Center, Salesforce.com, Due Diligence, Loans, Investments, Analysis
Education
University of California, Riverside 2004 — 2008
BA, Business Economics
University of California, Berkeley
Extension, Accounting and Finance
Debra H. Wright Debra H. Wright's Bank of the West Experience May 2012 - December 2013
Job Senior Vice President Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2014 - Present
Bank of the West May 2012 - December 2013
BNP Paribas 1994 - 2003
Bank of the West 1987 - 1994
Skills
Commercial Banking, Banking, Portfolio Management
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Economy & French
University of Grenoble, France
UC Berkeley Education Abroad Program
University of the Sorbonne, Paris, France
Diplome D'Etudes Approfondies, Economics
Pacific Coast Banking School
3-Year Banking Management School at Univeristy of Washington
BBVA Compass January 2014 - Present
Bank of the West May 2012 - December 2013
BNP Paribas 1994 - 2003
Bank of the West 1987 - 1994
Skills
Commercial Banking, Banking, Portfolio Management
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Economy & French
University of Grenoble, France
UC Berkeley Education Abroad Program
University of the Sorbonne, Paris, France
Diplome D'Etudes Approfondies, Economics
Pacific Coast Banking School
3-Year Banking Management School at Univeristy of Washington
Deanna Berzins, CFP Deanna Berzins, CFP's Bank of the West Experience September 2007 - 2014
Job Personal CFO at Yellow Brick Road Financial Services
Industry Investment Management
Experience
Yellow Brick Road Financial Services 2015 - Present
Deanna Haffey Berzins, CFP June 2014 - February 2015
Bank of the West September 2007 - 2014
The Mechanics Bank 1997 - 2007
Merrill Lynch September 1995 - 1997
Citibank 1993 - 1995
Skills
Trust Services, Banking, Wealth Management, Investments, Portfolio Management, Investment Management, Alternative Investments, Private Banking, Series 7, Asset Managment, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management..., Strategic Financial..., Retirement Planning, Cash Management, Investment Advisory, Securities, Relationship Management, Fixed Income, High Net Worth..., Estate Planning, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Equities, Financial Advisory, Series 63, Capital Markets, Risk Management, Asset Management, Bonds, Finance, Credit, Lines Of Credit, Uniform Combined State..., Financial Risk, ETFs, Financial Markets, Bloomberg, Financial Services, Mortgage Lending, FINRA, Hedge Funds, Small Business Lending, Wealth, Investment Banking, Private Equity
Education
UC Berkeley
Certification, Personal Financial Planning
University of California, Los Angeles
B.S., Mathematics/Applied Economics
Yellow Brick Road Financial Services 2015 - Present
Deanna Haffey Berzins, CFP June 2014 - February 2015
Bank of the West September 2007 - 2014
The Mechanics Bank 1997 - 2007
Merrill Lynch September 1995 - 1997
Citibank 1993 - 1995
Skills
Trust Services, Banking, Wealth Management, Investments, Portfolio Management, Investment Management, Alternative Investments, Private Banking, Series 7, Asset Managment, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management..., Strategic Financial..., Retirement Planning, Cash Management, Investment Advisory, Securities, Relationship Management, Fixed Income, High Net Worth..., Estate Planning, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Equities, Financial Advisory, Series 63, Capital Markets, Risk Management, Asset Management, Bonds, Finance, Credit, Lines Of Credit, Uniform Combined State..., Financial Risk, ETFs, Financial Markets, Bloomberg, Financial Services, Mortgage Lending, FINRA, Hedge Funds, Small Business Lending, Wealth, Investment Banking, Private Equity
Education
UC Berkeley
Certification, Personal Financial Planning
University of California, Los Angeles
B.S., Mathematics/Applied Economics
Kenneth McGuire Kenneth McGuire's Bank of the West Experience November 2002 - May 2005
Job President & Chief Executive Officer at Innovations Health Systems
Industry Hospital & Health Care
Experience
Innovations Health Systems March 2011 - Present
Innovations Health Devices/Kinova USA January 2013 - Present
UC Davis Graduate School of Management July 2010 - Present
CASA of Placer County 2008 - 2014
Horizon West HealthCare, Inc. 2009 - March 2011
Horizon West HealthCare, Inc. October 2008 - March 2009
Wachovia Bank May 2005 - October 2008
Bank of the West November 2002 - May 2005
Skills
Operations Management, Restructuring, Budgeting, Team Building, Budgets, Strategic Planning, Leadership, Sales & Marketing, Recruiting, Healthcare, Management, Coaching, New Business Development, Driving New Business, Training, Marketing, Nonprofits, Fundraising, Executive Management, Human Resources, Process Improvement, Policy, Strategy, Finance, Consulting, Start-ups, Sales, Leadership Development, Employee Engagement, Business Development, Time Management, Small Business, P&L Management, Entrepreneurship, Management Consulting, Product Development, Business Planning, Analytics, Business Strategy, Mergers & Acquisitions
Education
University of California, Davis - Graduate School of Management 2001 — 2004
MBA, Finance and Accounting
University of California, Davis
BS, Managerial Economics
Innovations Health Systems March 2011 - Present
Innovations Health Devices/Kinova USA January 2013 - Present
UC Davis Graduate School of Management July 2010 - Present
CASA of Placer County 2008 - 2014
Horizon West HealthCare, Inc. 2009 - March 2011
Horizon West HealthCare, Inc. October 2008 - March 2009
Wachovia Bank May 2005 - October 2008
Bank of the West November 2002 - May 2005
Skills
Operations Management, Restructuring, Budgeting, Team Building, Budgets, Strategic Planning, Leadership, Sales & Marketing, Recruiting, Healthcare, Management, Coaching, New Business Development, Driving New Business, Training, Marketing, Nonprofits, Fundraising, Executive Management, Human Resources, Process Improvement, Policy, Strategy, Finance, Consulting, Start-ups, Sales, Leadership Development, Employee Engagement, Business Development, Time Management, Small Business, P&L Management, Entrepreneurship, Management Consulting, Product Development, Business Planning, Analytics, Business Strategy, Mergers & Acquisitions
Education
University of California, Davis - Graduate School of Management 2001 — 2004
MBA, Finance and Accounting
University of California, Davis
BS, Managerial Economics
Walter Gordon Walter Gordon's Bank of the West Experience June 1995 - October 1997
Job Regional Leader at Primerica
Industry Financial Services
Experience
Primerica March 2000 - Present
Moody's Investors Service March 1998 - February 2000
Bank of the West June 1995 - October 1997
Skills
Leadership, Fixed Annuities, Term Life Insurance, Long-term Care, Insurance, IRAs, Series 63, Public Speaking, Investments, Variable Annuities, Retirement, Marketing, Retirement Planning, Management, Coaching, Budgets, Mutual Funds, Team Leadership, Sales, Customer Service, Entrepreneurship, Small Business, Team Building, Strategic Planning, Leadership Development, New Business Development, Training, Series 6
Education
University of California, Berkeley, Haas School of Business 1988 — 1992
B.S., Finance, Economics
Primerica March 2000 - Present
Moody's Investors Service March 1998 - February 2000
Bank of the West June 1995 - October 1997
Skills
Leadership, Fixed Annuities, Term Life Insurance, Long-term Care, Insurance, IRAs, Series 63, Public Speaking, Investments, Variable Annuities, Retirement, Marketing, Retirement Planning, Management, Coaching, Budgets, Mutual Funds, Team Leadership, Sales, Customer Service, Entrepreneurship, Small Business, Team Building, Strategic Planning, Leadership Development, New Business Development, Training, Series 6
Education
University of California, Berkeley, Haas School of Business 1988 — 1992
B.S., Finance, Economics
Dave Jurgens Dave Jurgens's Bank of the West Experience April 2011 - June 2014
Job Senior Technical Writer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Charles Schwab June 2014 - April 2015
Bank of the West April 2011 - June 2014
US Bank January 2009 - January 2011
US Bank March 2008 - November 2008
Broadpoint Capital August 2007 - February 2008
American Technology Research April 2006 - August 2007
Pacific Growth Equities, LLC 2003 - 2005
Banc of America Securities 2000 - 2003
Bear Stearns March 1998 - September 2000
Skills
Analyzing Data, Analyzing Markets, Research, Gathering Data, Report Writing, Organizing, Forecasting, Financial Analysis, Attention To Detail, Marketing and Selling ..., Team Building, Training, Serving as a Change..., Technical Writing, Versatile Writer, Process Simplification, Analysis, Team Leadership, Dependable Team Player, Highly motivated..., Data Assimilation, Account Reconciliation, Banking, Data Analysis, Financial Modeling, Market Analysis, Marketing, Portfolio Management, Social Networking, Cross-functional Team..., Management, Analytics, Customer Service, Leadership, Project Management
Education
University of San Francisco 1991 — 1992
Certificate, Paralegal
University of San Francisco 1985 — 1989
Bachelor of Arts, History
UC Berkeley
Continuing Education, Finance
Wells Fargo June 2015 - Present
Charles Schwab June 2014 - April 2015
Bank of the West April 2011 - June 2014
US Bank January 2009 - January 2011
US Bank March 2008 - November 2008
Broadpoint Capital August 2007 - February 2008
American Technology Research April 2006 - August 2007
Pacific Growth Equities, LLC 2003 - 2005
Banc of America Securities 2000 - 2003
Bear Stearns March 1998 - September 2000
Skills
Analyzing Data, Analyzing Markets, Research, Gathering Data, Report Writing, Organizing, Forecasting, Financial Analysis, Attention To Detail, Marketing and Selling ..., Team Building, Training, Serving as a Change..., Technical Writing, Versatile Writer, Process Simplification, Analysis, Team Leadership, Dependable Team Player, Highly motivated..., Data Assimilation, Account Reconciliation, Banking, Data Analysis, Financial Modeling, Market Analysis, Marketing, Portfolio Management, Social Networking, Cross-functional Team..., Management, Analytics, Customer Service, Leadership, Project Management
Education
University of San Francisco 1991 — 1992
Certificate, Paralegal
University of San Francisco 1985 — 1989
Bachelor of Arts, History
UC Berkeley
Continuing Education, Finance
Brian O'Melveny Brian O'Melveny's Bank of the West Experience September 2013 - October 2014
Job SVP and Bay Area Regional Manager
Industry Financial Services
Experience
US BANK November 2014 - Present
Bank of the West September 2013 - October 2014
Wells Fargo Securities January 2001 - August 2013
Wells Fargo May 1990 - December 2000
Skills
Capital Markets, Banking, Series 7, Credit, Portfolio Management, Loans, Financial Services, Fixed Income, Risk Management, Securities, Commercial Lending, Commercial Banking, Leveraged Finance, Relationship Management, Credit Analysis, Financial Analysis, Investments
Education
University of Southern California - Marshall School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1979 — 1983
Bachelor of Arts (BA), History
US BANK November 2014 - Present
Bank of the West September 2013 - October 2014
Wells Fargo Securities January 2001 - August 2013
Wells Fargo May 1990 - December 2000
Skills
Capital Markets, Banking, Series 7, Credit, Portfolio Management, Loans, Financial Services, Fixed Income, Risk Management, Securities, Commercial Lending, Commercial Banking, Leveraged Finance, Relationship Management, Credit Analysis, Financial Analysis, Investments
Education
University of Southern California - Marshall School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1979 — 1983
Bachelor of Arts (BA), History
Rubia Ahmad Masood Rubia Ahmad Masood's Bank of the West Experience June 2012 - August 2012
Job Data Associate at Instacart
Industry Internet
Experience
Instacart March 2015 - Present
Safeway Inc June 2014 - March 2015
GoldieBlox, Inc. April 2014 - June 2014
Intel Corporation January 2013 - June 2013
Bank of the West June 2012 - August 2012
Siemens March 2012 - May 2012
Skills
Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Forecasting, Teamwork, Accounting, Financial Reporting, Project Management, SAP, Business Development, Performance Management, Pivot Tables, Visio, SQL, JD Edwards, Sensitivity Analysis, Commercial Banking, Scorecard Management, Microsoft Expression, Dashboard Metrics, QlikView, Dashboard
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Instacart March 2015 - Present
Safeway Inc June 2014 - March 2015
GoldieBlox, Inc. April 2014 - June 2014
Intel Corporation January 2013 - June 2013
Bank of the West June 2012 - August 2012
Siemens March 2012 - May 2012
Skills
Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Forecasting, Teamwork, Accounting, Financial Reporting, Project Management, SAP, Business Development, Performance Management, Pivot Tables, Visio, SQL, JD Edwards, Sensitivity Analysis, Commercial Banking, Scorecard Management, Microsoft Expression, Dashboard Metrics, QlikView, Dashboard
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Daniel Lazarus's Bank of the West Experience June 2012 - August 2012
Job Corporate Strategy Analyst at Wolters Kluwer
Industry Information Services
Experience
Wolters Kluwer June 2013 - Present
Ascent Elevator Services 2009 - 2013
Bank of the West June 2012 - August 2012
Aetna June 2011 - August 2011
City of San Ramon June 2006 - August 2008
Skills
Spanish-speaking, Microsoft Office, Visual Basic, Hyperion Financial..., Matlab, Stata, Analytics
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Applied Mathematics and Economics, 3.25
California High School 2005 — 2009
High School Diploma, Highest Honors, GPA: 4.19
Wolters Kluwer June 2013 - Present
Ascent Elevator Services 2009 - 2013
Bank of the West June 2012 - August 2012
Aetna June 2011 - August 2011
City of San Ramon June 2006 - August 2008
Skills
Spanish-speaking, Microsoft Office, Visual Basic, Hyperion Financial..., Matlab, Stata, Analytics
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Applied Mathematics and Economics, 3.25
California High School 2005 — 2009
High School Diploma, Highest Honors, GPA: 4.19
Caroline Fangzhe Guo's Bank of the West Experience June 2012 - August 2012
Job Business Technology Analyst at Deloitte
Industry Higher Education
Experience
Deloitte February 2015 - Present
Telnexus LLC December 2013 - December 2014
Informatica May 2014 - August 2014
Arrayent, Inc. June 2013 - January 2014
Haas School of Business October 2011 - June 2013
Bank of the West June 2012 - August 2012
TheCelebrityCafe.com February 2012 - April 2012
Cupertino Networks 2011 - 2011
US House of Representatives June 2010 - July 2010
Skills
Product Marketing, Project Management, Market Research, B2B Marketing Strategy, Research, PowerPoint, Microsoft Excel, Sales Enablement Tools, Data Analysis, Public Speaking, Business Development, Marketing, Event Planning, Microsoft Office, Strategy, Higher Education, Social Media, Student Affairs, Statistics, Product Development
Education
Haas School of Business, UC Berkeley 2011 — 2014
Bachelor's degree, Business Administration
Deloitte February 2015 - Present
Telnexus LLC December 2013 - December 2014
Informatica May 2014 - August 2014
Arrayent, Inc. June 2013 - January 2014
Haas School of Business October 2011 - June 2013
Bank of the West June 2012 - August 2012
TheCelebrityCafe.com February 2012 - April 2012
Cupertino Networks 2011 - 2011
US House of Representatives June 2010 - July 2010
Skills
Product Marketing, Project Management, Market Research, B2B Marketing Strategy, Research, PowerPoint, Microsoft Excel, Sales Enablement Tools, Data Analysis, Public Speaking, Business Development, Marketing, Event Planning, Microsoft Office, Strategy, Higher Education, Social Media, Student Affairs, Statistics, Product Development
Education
Haas School of Business, UC Berkeley 2011 — 2014
Bachelor's degree, Business Administration
James Carney James Carney's Bank of the West Experience 2009 - 2012
Job VP Credit Policy and Quality Control at National Mortgage Insurance
Industry Banking
Experience
National Mortgage Insurance 2012 - Present
Bank of the West 2009 - 2012
Irwin Home Equity 2000 - 2009
Irwin Home Equity 2000 - 2006
Wells Fargo bank 1996 - 1999
Citibank 1987 - 1996
National Semiconductor 1982 - 1985
Skills
Governance, Economic Capital, Recoveries, Credit, Credit Risk
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
M.B.A., General Management
University of California, Berkeley, Haas School of Business 1978 — 1982
B.S., Marketing, Finance and Real Estate
National Mortgage Insurance 2012 - Present
Bank of the West 2009 - 2012
Irwin Home Equity 2000 - 2009
Irwin Home Equity 2000 - 2006
Wells Fargo bank 1996 - 1999
Citibank 1987 - 1996
National Semiconductor 1982 - 1985
Skills
Governance, Economic Capital, Recoveries, Credit, Credit Risk
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
M.B.A., General Management
University of California, Berkeley, Haas School of Business 1978 — 1982
B.S., Marketing, Finance and Real Estate
Sarah Healy's Bank of the West Experience January 2013 - May 2013
Job Vice President of PR and Marketing at Alpha Chi Omega Fraternity
Industry
Experience
Alpha Chi Omega Fraternity, Inc. January 2014 - January 2015
Cal Alumni Association- Lair of the Golden Bear May 2014 - August 2014
Associated Students of the University of California August 2013 - May 2014
Bank of the West January 2013 - May 2013
Hollister Co. March 2011 - January 2013
Pacific Sunwear September 2010 - January 2011
Skills
Marketing, Social Media, Photography, Video Editing, Time Management, Photoshop, Public Speaking, Adobe Creative Suite, Event Planning, Public Relations
Education
University of California, Berkeley 2012 — 2016
Associate's Degree, Communication and Media Studies, Junior
Alpha Chi Omega Fraternity, Inc. January 2014 - January 2015
Cal Alumni Association- Lair of the Golden Bear May 2014 - August 2014
Associated Students of the University of California August 2013 - May 2014
Bank of the West January 2013 - May 2013
Hollister Co. March 2011 - January 2013
Pacific Sunwear September 2010 - January 2011
Skills
Marketing, Social Media, Photography, Video Editing, Time Management, Photoshop, Public Speaking, Adobe Creative Suite, Event Planning, Public Relations
Education
University of California, Berkeley 2012 — 2016
Associate's Degree, Communication and Media Studies, Junior
Jake Haim's Bank of the West Experience June 2008 - August 2008
Job Director of Finance at Looksharp (powering InternMatch)
Industry Internet
Experience
Looksharp (powering InternMatch) August 2015 - Present
Looksharp (powering InternMatch) February 2015 - August 2015
JustAnswer July 2014 - February 2015
JustAnswer July 2011 - July 2014
JustAnswer July 2009 - July 2011
Bank of the West June 2008 - August 2008
FXCM June 2004 - August 2006
Skills
Financial Modeling, Analytics, Finance, SQL, Microsoft Excel, Financial Analysis, Forecasting, Financial Planning, Risk Assessment, Fraud Detection, Google Analytics, Card Not Present, Recurring Billing, Subscriptions, Start-ups, Customer Retention, Strategic Financial..., Product Management, Training, Data Analysis, Mergers & Acquisitions, Strategy, Management, Marketing
Education
University of California, Berkeley 2005 — 2009
BS, Business Administration, 3.81
Looksharp (powering InternMatch) August 2015 - Present
Looksharp (powering InternMatch) February 2015 - August 2015
JustAnswer July 2014 - February 2015
JustAnswer July 2011 - July 2014
JustAnswer July 2009 - July 2011
Bank of the West June 2008 - August 2008
FXCM June 2004 - August 2006
Skills
Financial Modeling, Analytics, Finance, SQL, Microsoft Excel, Financial Analysis, Forecasting, Financial Planning, Risk Assessment, Fraud Detection, Google Analytics, Card Not Present, Recurring Billing, Subscriptions, Start-ups, Customer Retention, Strategic Financial..., Product Management, Training, Data Analysis, Mergers & Acquisitions, Strategy, Management, Marketing
Education
University of California, Berkeley 2005 — 2009
BS, Business Administration, 3.81
Lindy (Fanglin) Guo's Bank of the West Experience April 2014 - Present
Job AVP, Financial Reporting Specialist Sr. CCAR
Industry Banking
Experience
Bank of the West April 2014 - Present
Kaiyuan Capital February 2011 - April 2013
PricewaterhouseCoopers Shanghai Office October 2008 - January 2011
PricewaterhouseCoopers San Francisco Office September 2006 - September 2008
Skills
US GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Auditing, Financial Modeling, SEC filings, Accounting, Corporate Finance, Financial Accounting, Due Diligence, Microsoft Excel, Finance, IFRS
Education
University of California, Berkeley 2004 — 2006
BA, Economics & Accounting
Bank of the West April 2014 - Present
Kaiyuan Capital February 2011 - April 2013
PricewaterhouseCoopers Shanghai Office October 2008 - January 2011
PricewaterhouseCoopers San Francisco Office September 2006 - September 2008
Skills
US GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Auditing, Financial Modeling, SEC filings, Accounting, Corporate Finance, Financial Accounting, Due Diligence, Microsoft Excel, Finance, IFRS
Education
University of California, Berkeley 2004 — 2006
BA, Economics & Accounting
Ranbir Singh Gill Ranbir Singh Gill's Bank of the West Experience July 2013 - January 2014
Job Software Engineer at Robert Half Technology
Industry Computer Software
Experience
Robert Half Technology February 2015 - Present
Accenture July 2014 - February 2015
Kaiser Permanente January 2014 - July 2014
Bank of the West July 2013 - January 2014
PG&E October 2010 - July 2013
Blue Shield October 2007 - December 2010
ADES solutions April 2007 - October 2007
Knightsbridge Solutions June 2005 - March 2007
American Express 2007 - 2007
Skills
Informatica, Unix Shell Scripting, PL/SQL, Ab Initio, SQL, Perl, Business Objects, Data Warehousing, Microstrategy, OCA, Pentaho, SSIS, Amazon Web Services...
Education
UC Berkeley 2011 — 2014
current, Health/Health Care Administration/Management
University of California, Davis 2002 — 2004
Computer Science and Engineering
Robert Half Technology February 2015 - Present
Accenture July 2014 - February 2015
Kaiser Permanente January 2014 - July 2014
Bank of the West July 2013 - January 2014
PG&E October 2010 - July 2013
Blue Shield October 2007 - December 2010
ADES solutions April 2007 - October 2007
Knightsbridge Solutions June 2005 - March 2007
American Express 2007 - 2007
Skills
Informatica, Unix Shell Scripting, PL/SQL, Ab Initio, SQL, Perl, Business Objects, Data Warehousing, Microstrategy, OCA, Pentaho, SSIS, Amazon Web Services...
Education
UC Berkeley 2011 — 2014
current, Health/Health Care Administration/Management
University of California, Davis 2002 — 2004
Computer Science and Engineering
Stephen Bartoletti Stephen Bartoletti's Bank of the West Experience 1981 - 1995
Job Senior Banking Advisor, author, trainer
Industry Banking
Experience
independent contractor 2010 - Present
DAI 2008 - 2009
The World Bank 1996 - 2007
Bank of the West 1981 - 1995
Skills
Credit, Loans, Banking, Portfolio Management, Commercial Banking, Mortgage Lending, Training, Emerging Markets, Management, Credit Risk, Finance, Corporate Finance, Financial Risk, Financial Analysis, Strategic Planning
Education
UC Berkeley 1984 — 1986
Master of Business Administration (MBA), Finance, General
California State University Hayward 1975 — 1978
Bachelor of Business Administration (BBA), Finance, General, summa cum laude
independent contractor 2010 - Present
DAI 2008 - 2009
The World Bank 1996 - 2007
Bank of the West 1981 - 1995
Skills
Credit, Loans, Banking, Portfolio Management, Commercial Banking, Mortgage Lending, Training, Emerging Markets, Management, Credit Risk, Finance, Corporate Finance, Financial Risk, Financial Analysis, Strategic Planning
Education
UC Berkeley 1984 — 1986
Master of Business Administration (MBA), Finance, General
California State University Hayward 1975 — 1978
Bachelor of Business Administration (BBA), Finance, General, summa cum laude
Justina Nguyen Justina Nguyen's Bank of the West Experience December 2010 - December 2011
Job Audience Development | CBS Interactive
Industry Online Media
Experience
Lawrence Hall of Science November 2013 - February 2014
Fremont Bank December 2011 - November 2013
CBS Interactive June 2013 - August 2013
Bank of the West December 2010 - December 2011
Skills
Data Analysis, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Research, Financial Modeling, Microsoft Word, Access, Market Research, Leadership, Team Leadership, Analysis, Omniture, Project Management, Public Speaking, Teamwork, Economics, Social Media, Finance, DoubleClick for..., Marketing, Salesforce.com, Time Management, Banking, Photoshop, Customer Service, Event Planning, Social Media Marketing, Accounting, Risk Management, Budgets, Outlook, Social Networking
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
BS, Business Administration
Lawrence Hall of Science November 2013 - February 2014
Fremont Bank December 2011 - November 2013
CBS Interactive June 2013 - August 2013
Bank of the West December 2010 - December 2011
Skills
Data Analysis, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Research, Financial Modeling, Microsoft Word, Access, Market Research, Leadership, Team Leadership, Analysis, Omniture, Project Management, Public Speaking, Teamwork, Economics, Social Media, Finance, DoubleClick for..., Marketing, Salesforce.com, Time Management, Banking, Photoshop, Customer Service, Event Planning, Social Media Marketing, Accounting, Risk Management, Budgets, Outlook, Social Networking
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
BS, Business Administration
Emily French Martin Emily French Martin's Bank of the West Experience October 2005 - August 2010
Job Principal at E Martin Consulting
Industry Real Estate
Experience
E Martin Consulting August 2013 - Present
First Republic Bank August 2010 - August 2013
Bank of the West October 2005 - August 2010
Bank of America September 2001 - September 2005
Bank of America September 1999 - September 2001
Skills
Real Estate Economics, Credit, Portfolio Management, Loans, Asset Managment, Underwriting, Affordable Housing, Commercial Mortgages, LIHTC
Education
University of California, Berkeley
E Martin Consulting August 2013 - Present
First Republic Bank August 2010 - August 2013
Bank of the West October 2005 - August 2010
Bank of America September 2001 - September 2005
Bank of America September 1999 - September 2001
Skills
Real Estate Economics, Credit, Portfolio Management, Loans, Asset Managment, Underwriting, Affordable Housing, Commercial Mortgages, LIHTC
Education
University of California, Berkeley
Hieu DeShields, SPHR's Bank of the West Experience November 2013 - Present
Job HR Business Partner, VP at Bank of the West
Industry Financial Services
Experience
Bank of the West November 2013 - Present
Safeway, Inc. March 2009 - November 2013
Safeway, Inc. September 2006 - March 2009
Safeway, Inc January 2005 - September 2006
Cholestech 2000 - 2005
Quest Diagnostics 2000 - 2001
Skills
Onboarding, Applicant Tracking..., Employee Relations, Talent Management, Recruiting, Talent Acquisition, Succession Planning
Education
University of California, Davis
BA, Sociology
University of San Francisco
MA, Psychology
Bank of the West November 2013 - Present
Safeway, Inc. March 2009 - November 2013
Safeway, Inc. September 2006 - March 2009
Safeway, Inc January 2005 - September 2006
Cholestech 2000 - 2005
Quest Diagnostics 2000 - 2001
Skills
Onboarding, Applicant Tracking..., Employee Relations, Talent Management, Recruiting, Talent Acquisition, Succession Planning
Education
University of California, Davis
BA, Sociology
University of San Francisco
MA, Psychology
Kevin Chuck Kevin Chuck's Bank of the West Experience April 2012 - March 2015
Job Real Estate & Finance
Industry Commercial Real Estate
Experience
Bank of the West April 2012 - March 2015
Vanguard Properties March 2009 - April 2012
NAI BT Commercial September 2005 - March 2009
Marcus & Millichap September 2003 - August 2005
Radius Services April 2002 - July 2003
Presenting Solutions, Inc August 2001 - March 2002
Skills
Asset Management, Real Estate Transactions, Financial Analysis, Asset Managment, Investment Properties, Marketing Strategy, Negotiation, Commercial Real Estate, Market Research, Business Strategy, Mergers & Acquisitions, Real Estate, Investments, Economic Forecasting, IRR, Financial Modeling, Real Estate Investor, Real Estate Financing, Business Analysis, Small Business, Commercial Banking, SME Banking, Commercial Real Estate..., Leases
Education
University of California, Berkeley 1997 — 2001
B.A, Sociology
St. Ignatius
Bank of the West April 2012 - March 2015
Vanguard Properties March 2009 - April 2012
NAI BT Commercial September 2005 - March 2009
Marcus & Millichap September 2003 - August 2005
Radius Services April 2002 - July 2003
Presenting Solutions, Inc August 2001 - March 2002
Skills
Asset Management, Real Estate Transactions, Financial Analysis, Asset Managment, Investment Properties, Marketing Strategy, Negotiation, Commercial Real Estate, Market Research, Business Strategy, Mergers & Acquisitions, Real Estate, Investments, Economic Forecasting, IRR, Financial Modeling, Real Estate Investor, Real Estate Financing, Business Analysis, Small Business, Commercial Banking, SME Banking, Commercial Real Estate..., Leases
Education
University of California, Berkeley 1997 — 2001
B.A, Sociology
St. Ignatius
Robert M West Robert M West's Bank of the West Experience August 2011 - September 2013
Job Sr. Business Analyst at Patelco Credit Union
Industry Banking
Experience
Patelco Credit Union March 2014 - Present
Bank of the West August 2011 - September 2013
E-LOAN March 2006 - July 2009
Washington Mutual (formerly Providian) November 1999 - March 2006
VISA USA August 1998 - September 1999
New York Life Insurance 1995 - 1998
Homestead Savings & Loan 1985 - 1992
Skills
Product Management, Business Analysis, Financial Services, Banking, Analytics, Loans, Analysis, Management, Project Management, Financial Risk, Finance, Product Development, Process Improvement, Risk Management, Marketing, Retail Banking, Call Centers, Vendor Management, Leadership, Strategic Planning
Education
University of California, Davis 1979 — 1984
BA, Economics, Rhetoric
Patelco Credit Union March 2014 - Present
Bank of the West August 2011 - September 2013
E-LOAN March 2006 - July 2009
Washington Mutual (formerly Providian) November 1999 - March 2006
VISA USA August 1998 - September 1999
New York Life Insurance 1995 - 1998
Homestead Savings & Loan 1985 - 1992
Skills
Product Management, Business Analysis, Financial Services, Banking, Analytics, Loans, Analysis, Management, Project Management, Financial Risk, Finance, Product Development, Process Improvement, Risk Management, Marketing, Retail Banking, Call Centers, Vendor Management, Leadership, Strategic Planning
Education
University of California, Davis 1979 — 1984
BA, Economics, Rhetoric
Heather Cerney Heather Cerney's Bank of the West Experience May 2014 - August 2014
Job Project AnalystDigital Channels Technology at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Bank of the West May 2014 - August 2014
Reaction Search International May 2013 - August 2013
University of California Berkeley, Department of Recreational Sports January 2012 - May 2013
Cerney Kreuze & Lott, LLP May 2011 - September 2011
Skills
Recruiting, Consulting, Data Analysis, Microsoft Excel, Research, Leadership, Microsoft Office, Public Speaking, Event Planning, Microsoft Word, Social Networking, Customer Service, Social Media, Team Leadership, Training, Project Management, Teamwork, Salesforce.com, Time Management, Management, Relationship Management, Building Relationships, Cold Calling, Sales, IT Recruitment, Executive Sales..., Marketing, Human Resources, Social Media Marketing, Business Development, Market Research, Fundraising, PowerPoint, Program Management, Event Management, Analysis, Coaching, Strategic Planning, CRM, Marketing Strategy, Strategy, Customer Satisfaction
Education
University of California, Berkeley 2010 — 2015
Political Economy and Economics
Carondelet High School 2006 — 2010
Wells Fargo July 2015 - Present
Bank of the West May 2014 - August 2014
Reaction Search International May 2013 - August 2013
University of California Berkeley, Department of Recreational Sports January 2012 - May 2013
Cerney Kreuze & Lott, LLP May 2011 - September 2011
Skills
Recruiting, Consulting, Data Analysis, Microsoft Excel, Research, Leadership, Microsoft Office, Public Speaking, Event Planning, Microsoft Word, Social Networking, Customer Service, Social Media, Team Leadership, Training, Project Management, Teamwork, Salesforce.com, Time Management, Management, Relationship Management, Building Relationships, Cold Calling, Sales, IT Recruitment, Executive Sales..., Marketing, Human Resources, Social Media Marketing, Business Development, Market Research, Fundraising, PowerPoint, Program Management, Event Management, Analysis, Coaching, Strategic Planning, CRM, Marketing Strategy, Strategy, Customer Satisfaction
Education
University of California, Berkeley 2010 — 2015
Political Economy and Economics
Carondelet High School 2006 — 2010
Victoria (Vickie) Lewis Victoria (Vickie) Lewis's Bank of the West Experience August 2005 - December 2010
Job Foreign Exchange Project Manager, International Banking Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Professional Salutations dba Marketplace Magazines September 2012 - December 2013
First Republic Bank July 2012 - August 2012
Wells Fargo Bank March 2011 - December 2011
Bank of the West August 2005 - December 2010
Bank of America January 2003 - April 2005
Bank of America July 1997 - December 2002
Bank of America July 1987 - July 1997
Bank of America July 1976 - July 1987
Skills
Managerial Experience, Communications, Risk Management, Process Development, Process Improvement, Training & Development, Operations Management, Operations, Crisis Management, Crisis Communications, Performance Management, Customer Service, Customer Satisfaction, Merger Communications, Acquisition Integration, Compliance, Project Implementation, Project Delivery, Contingency Planning, Loss Prevention, Loss Analysis, Loss Mitigation, Risk Assessment, Cross-functional Team..., Executive Communications, Publicity, Administrative Support, Mergers, Gap Analysis, Management, Banking, Operational Risk..., Operational Risk, Vendor Management, Financial Risk, Retail Banking, Business Process..., Project Management, Change Management, Team Building, Coaching, Business Analysis, Team Leadership, Cash Management, Visio, Leadership, Consultants, Accounting, Analysis, Financial Services
Education
University of California, Berkeley 1974 — 1976
Journalism
Richmond High School Class of 1974 1970 — 1974
Contra Costa Community College
Wells Fargo March 2013 - Present
Professional Salutations dba Marketplace Magazines September 2012 - December 2013
First Republic Bank July 2012 - August 2012
Wells Fargo Bank March 2011 - December 2011
Bank of the West August 2005 - December 2010
Bank of America January 2003 - April 2005
Bank of America July 1997 - December 2002
Bank of America July 1987 - July 1997
Bank of America July 1976 - July 1987
Skills
Managerial Experience, Communications, Risk Management, Process Development, Process Improvement, Training & Development, Operations Management, Operations, Crisis Management, Crisis Communications, Performance Management, Customer Service, Customer Satisfaction, Merger Communications, Acquisition Integration, Compliance, Project Implementation, Project Delivery, Contingency Planning, Loss Prevention, Loss Analysis, Loss Mitigation, Risk Assessment, Cross-functional Team..., Executive Communications, Publicity, Administrative Support, Mergers, Gap Analysis, Management, Banking, Operational Risk..., Operational Risk, Vendor Management, Financial Risk, Retail Banking, Business Process..., Project Management, Change Management, Team Building, Coaching, Business Analysis, Team Leadership, Cash Management, Visio, Leadership, Consultants, Accounting, Analysis, Financial Services
Education
University of California, Berkeley 1974 — 1976
Journalism
Richmond High School Class of 1974 1970 — 1974
Contra Costa Community College
Patrick Long's Bank of the West Experience August 2011 - November 2012
Job Assurance Staff at EY
Industry Accounting
Experience
EY August 2014 - Present
UC Berkeley August 2010 - May 2014
EY June 2013 - August 2013
Bank of the West August 2011 - November 2012
Bintang Badminton Academy July 2006 - August 2010
Skills
Microsoft Office, Photoshop, Customer Service
Education
University of California, Berkeley
Bachelor's Degree, Economics
Mission San Jose High School 2006 — 2010
EY August 2014 - Present
UC Berkeley August 2010 - May 2014
EY June 2013 - August 2013
Bank of the West August 2011 - November 2012
Bintang Badminton Academy July 2006 - August 2010
Skills
Microsoft Office, Photoshop, Customer Service
Education
University of California, Berkeley
Bachelor's Degree, Economics
Mission San Jose High School 2006 — 2010
Robert Mulvihill's Bank of the West Experience January 2015 - Present
Job
Industry Financial Services
Experience
Bank of the West January 2015 - Present
Bank of the West January 2015 - Present
Skills
Oral & Written..., Project Management, Business Analysis, Regulatory Requirements, Risk Assessment, Social Media, Corporate Governance, Training, AML, Financial Services, FINRA, Risk Management, Securities, Project Planning, Mutual Funds, Series 7, Equities
Education
University of California, Berkeley 2006 — 2008
Certification
University of California, Santa Barbara 1990 — 1993
Economics / Business
Bank of the West January 2015 - Present
Bank of the West January 2015 - Present
Skills
Oral & Written..., Project Management, Business Analysis, Regulatory Requirements, Risk Assessment, Social Media, Corporate Governance, Training, AML, Financial Services, FINRA, Risk Management, Securities, Project Planning, Mutual Funds, Series 7, Equities
Education
University of California, Berkeley 2006 — 2008
Certification
University of California, Santa Barbara 1990 — 1993
Economics / Business
BARRY PECTOL BARRY PECTOL's Bank of the West Experience May 2012 - Present
Job Mortgage Banker at Bank of the West
Industry Banking
Experience
Bank of the West May 2012 - Present
GC Micro March 2011 - May 2012
Farmers Insurance & Financial Services August 2008 - March 2010
Business Network International, Referral Professionals Chapter 2008 - 2010
Bell Home Loans 2000 - 2009
Union Financial Corporation 1996 - 1998
Household Finance 1992 - 1995
Skills
Credit, New Business Development, Real Estate, Business Development, Sales, Mortgage Lending, Sales Management, Customer Service, Strategic Planning, Negotiation, Investments, Loans, Finance, Refinance, Management, Banking, Account Management, Residential Homes, Credit Analysis, Insurance
Education
University of California, Davis 1987 — 2002
Economics, Economics
San Marin
Bank of the West May 2012 - Present
GC Micro March 2011 - May 2012
Farmers Insurance & Financial Services August 2008 - March 2010
Business Network International, Referral Professionals Chapter 2008 - 2010
Bell Home Loans 2000 - 2009
Union Financial Corporation 1996 - 1998
Household Finance 1992 - 1995
Skills
Credit, New Business Development, Real Estate, Business Development, Sales, Mortgage Lending, Sales Management, Customer Service, Strategic Planning, Negotiation, Investments, Loans, Finance, Refinance, Management, Banking, Account Management, Residential Homes, Credit Analysis, Insurance
Education
University of California, Davis 1987 — 2002
Economics, Economics
San Marin
Carol Kinman Carol Kinman's Bank of the West Experience January 2012 - Present
Job
Industry Financial Services
Experience
Bank of the West January 2012 - Present
Short Sales Access March 2010 - January 2012
Carol Kinman Insurance, Kinman Properties December 2007 - January 2012
Irwin Home Equity March 2001 - August 2007
Skills
Mortgage Banking, Management, Customer Service, Mortgage Lending, Credit, Loans, Sales, Investments, Real Estate Financing, Refinance, Residential Mortgages, Negotiation, Insurance, Sellers, First Time Home Buyers, Financial Services, Financial Analysis, Finance, Consumer Lending, Selling, Investment Properties, Risk Management
Education
University of California, Berkeley 1971 — 1974
BA, Sociology
Bank of the West January 2012 - Present
Short Sales Access March 2010 - January 2012
Carol Kinman Insurance, Kinman Properties December 2007 - January 2012
Irwin Home Equity March 2001 - August 2007
Skills
Mortgage Banking, Management, Customer Service, Mortgage Lending, Credit, Loans, Sales, Investments, Real Estate Financing, Refinance, Residential Mortgages, Negotiation, Insurance, Sellers, First Time Home Buyers, Financial Services, Financial Analysis, Finance, Consumer Lending, Selling, Investment Properties, Risk Management
Education
University of California, Berkeley 1971 — 1974
BA, Sociology
Ashley Hayslip Ashley Hayslip's Bank of the West Experience September 2015 - Present
Job Vice President, Corporate Development & Strategy at Bank of the West
Industry Financial Services
Experience
Bank of the West September 2015 - Present
Zions Bancorporation January 2015 - August 2015
California Bank & Trust January 2012 - January 2015
California Bank & Trust August 2010 - January 2012
California Bank & Trust March 2009 - August 2010
Hackett Ventures May 2008 - March 2009
Mirixa Corporation January 2007 - May 2008
Compass Capital November 2005 - January 2007
Skills
Financial Modeling, Mergers, Valuation, Due Diligence, Private Equity, Risk Management, Financial Analysis, Loans, Data Analysis, Access, Mergers & Acquisitions, Finance, Strategy
Education
Montgomery High School
University of California, Davis 2001 — 2005
Bachelor of Arts, Economics with Honors, Communications with Honors
University of California, Berkeley 2006 — 2006
Select Classes toward Certificate, Finance
Bank of the West September 2015 - Present
Zions Bancorporation January 2015 - August 2015
California Bank & Trust January 2012 - January 2015
California Bank & Trust August 2010 - January 2012
California Bank & Trust March 2009 - August 2010
Hackett Ventures May 2008 - March 2009
Mirixa Corporation January 2007 - May 2008
Compass Capital November 2005 - January 2007
Skills
Financial Modeling, Mergers, Valuation, Due Diligence, Private Equity, Risk Management, Financial Analysis, Loans, Data Analysis, Access, Mergers & Acquisitions, Finance, Strategy
Education
Montgomery High School
University of California, Davis 2001 — 2005
Bachelor of Arts, Economics with Honors, Communications with Honors
University of California, Berkeley 2006 — 2006
Select Classes toward Certificate, Finance
Graciela Lazo Graciela Lazo's Bank of the West Experience 2012 - 2013
Job Multilingual Professional
Industry International Affairs
Experience
Bank of the West 2012 - 2013
Best Buy October 2009 - July 2011
Skills
Research, Policy Analysis, International Field Work, Leadership, Team Management, Program Manangement, Community Organizing, Strategic Planning, Negotiation, Creative Solutions, Communication Strategies, Corporate Social..., Database Administration, Public Speaking, Social Media, Nonprofits
Education
Pontifical Catholic University of Rio de Janeiro, Brazil 2013 — 2014
Study Abroad Program in International Relations
University of California, Berkeley 2011 — 2013
B.A. Interdisciplinary Studies with an emphasis in Economic Development
Bank of the West 2012 - 2013
Best Buy October 2009 - July 2011
Skills
Research, Policy Analysis, International Field Work, Leadership, Team Management, Program Manangement, Community Organizing, Strategic Planning, Negotiation, Creative Solutions, Communication Strategies, Corporate Social..., Database Administration, Public Speaking, Social Media, Nonprofits
Education
Pontifical Catholic University of Rio de Janeiro, Brazil 2013 — 2014
Study Abroad Program in International Relations
University of California, Berkeley 2011 — 2013
B.A. Interdisciplinary Studies with an emphasis in Economic Development
Aaron Pancharian Aaron Pancharian's Bank of the West Experience July 2014 - Present
Job Vice President Modeling and Analytics at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2014 - Present
Ernst & Young August 2011 - July 2014
FICO 2007 - July 2011
FICO 2001 - 2007
FICO 1996 - 2001
Skills
Predictive Analytics, Data Mining, Predictive Modeling, Basel II, Credit Risk, Statistical Modeling, Risk Management, Business Analytics, Financial Services, Analytics, SAS, Management, Business Intelligence, Credit Scoring, Segmentation
Education
University of California, Berkeley, Haas School of Business 2008 — 2011
MBA
University of California, Berkeley 1990 — 1994
Bachelor of Arts, Applied Mathematics, German
Bank of the West July 2014 - Present
Ernst & Young August 2011 - July 2014
FICO 2007 - July 2011
FICO 2001 - 2007
FICO 1996 - 2001
Skills
Predictive Analytics, Data Mining, Predictive Modeling, Basel II, Credit Risk, Statistical Modeling, Risk Management, Business Analytics, Financial Services, Analytics, SAS, Management, Business Intelligence, Credit Scoring, Segmentation
Education
University of California, Berkeley, Haas School of Business 2008 — 2011
MBA
University of California, Berkeley 1990 — 1994
Bachelor of Arts, Applied Mathematics, German
Sorah Shin Sorah Shin's Bank of the West Experience February 2010 - July 2010
Job Fencing studio Manager and Instructor at Swords Fencing Studio
Industry Health, Wellness and Fitness
Experience
SWORDS FENCING STUDIO, INC June 2004 - Present
Ensign Group June 2011 - April 2014
VICTORIA CARE CENTER September 2010 - June 2011
Children's Hospital December 2009 - January 2011
Bank of the West February 2010 - July 2010
TRANS-AID AMBULANCE CO May 2009 - February 2010
Skills
Medical Records, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, Process Improvement, PowerPoint, Training, Microsoft Word, Management, Data Entry, Research, Project Management, Team Leadership, Event Planning, Team Building, Public Speaking, Strategic Planning, Social Media, Financial Analysis, Program Management, Marketing Strategy, Sales Management, Analysis, Coaching, Healthcare, Leadership, Marketing, Sales, Social Networking
Education
UCLA 2009 — 2009
Certification, Emergency Care Attendant (EMT Ambulance)
University of California, Berkeley 2004 — 2008
B.A. Sociology, Sociology with concentration in Pre-Med
SWORDS FENCING STUDIO, INC June 2004 - Present
Ensign Group June 2011 - April 2014
VICTORIA CARE CENTER September 2010 - June 2011
Children's Hospital December 2009 - January 2011
Bank of the West February 2010 - July 2010
TRANS-AID AMBULANCE CO May 2009 - February 2010
Skills
Medical Records, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, Process Improvement, PowerPoint, Training, Microsoft Word, Management, Data Entry, Research, Project Management, Team Leadership, Event Planning, Team Building, Public Speaking, Strategic Planning, Social Media, Financial Analysis, Program Management, Marketing Strategy, Sales Management, Analysis, Coaching, Healthcare, Leadership, Marketing, Sales, Social Networking
Education
UCLA 2009 — 2009
Certification, Emergency Care Attendant (EMT Ambulance)
University of California, Berkeley 2004 — 2008
B.A. Sociology, Sociology with concentration in Pre-Med
Serena Novotny Serena Novotny's Bank of the West Experience February 2012 - Present
Job VP Corporate Compliance for Commercial Lending at Bank of the West
Industry Law Practice
Experience
Bank of the West February 2012 - Present
Skills
Privacy Law, Consumer Law, Loans, Banking
Education
University of California, Berkeley
B.A., Linguistics, Psychology
University of California, Davis - School of Law
J.D., Law
Bank of the West February 2012 - Present
Skills
Privacy Law, Consumer Law, Loans, Banking
Education
University of California, Berkeley
B.A., Linguistics, Psychology
University of California, Davis - School of Law
J.D., Law
patrick flaherty patrick flaherty's Bank of the West Experience May 2013 - November 2013
Job
Industry Information Technology and Services
Experience
Bank of the West May 2013 - November 2013
Granite Solutions/Wells Fargo November 2012 - February 2013
Sony Computer Entertainment of America July 2011 - May 2012
AXA Rosenberg September 2008 - February 2010
AXA Rosenberg January 1997 - September 2008
Rosenberg Management January 1995 - January 1997
Rosenberg Asset Management January 1989 - January 1995
Kinetics/Excelan January 1988 - January 1989
Skills
SQL, Python, OLAP, SQL Server, Software Development, Data Analysis, Cloud Computing, Software Engineering, C, C#, TCP/IP, PostgreSQL, Fortran, Eiffel, Open Source Software, Microsoft SQL Server, Full Stack Web..., Unix
Education
University of California, Berkeley 1984 — 1987
BA
Bank of the West May 2013 - November 2013
Granite Solutions/Wells Fargo November 2012 - February 2013
Sony Computer Entertainment of America July 2011 - May 2012
AXA Rosenberg September 2008 - February 2010
AXA Rosenberg January 1997 - September 2008
Rosenberg Management January 1995 - January 1997
Rosenberg Asset Management January 1989 - January 1995
Kinetics/Excelan January 1988 - January 1989
Skills
SQL, Python, OLAP, SQL Server, Software Development, Data Analysis, Cloud Computing, Software Engineering, C, C#, TCP/IP, PostgreSQL, Fortran, Eiffel, Open Source Software, Microsoft SQL Server, Full Stack Web..., Unix
Education
University of California, Berkeley 1984 — 1987
BA
Rod Borges Rod Borges's Bank of the West Experience June 1994 - May 2007
Job Senior Vice President, Manager at Plumas Bank
Industry Banking
Experience
Plumas Bank 2011 - Present
Plumas Bank June 2007 - Present
Bank of the West June 1994 - May 2007
Skills
Commercial Lending, SBA, Small Business Lending, Loans, Finance, Commercial Banking, Customer Service, Credit Analysis, Portfolio Management, Banking, Underwriting, Commercial Mortgages, Small Business, Asset Based Lending, Mortgage Lending, Credit, Customer Satisfaction, Investment Properties, Investments, Consumer Lending, Lines Of Credit, Refinance, Construction Loans, Retail Banking, Financial Structuring, Loan Origination, Mortgage Banking, Treasury Management, Real Estate Economics, Credit Risk, Real Estate Financing, Middle Market, Financial Analysis, Cash Flow Lending, USDA, Funding, Cross Selling
Education
Pacific Coast Banking School 2004 — 2006
University of California, Berkeley 1983 — 1987
B.A., Economics
Plumas Bank 2011 - Present
Plumas Bank June 2007 - Present
Bank of the West June 1994 - May 2007
Skills
Commercial Lending, SBA, Small Business Lending, Loans, Finance, Commercial Banking, Customer Service, Credit Analysis, Portfolio Management, Banking, Underwriting, Commercial Mortgages, Small Business, Asset Based Lending, Mortgage Lending, Credit, Customer Satisfaction, Investment Properties, Investments, Consumer Lending, Lines Of Credit, Refinance, Construction Loans, Retail Banking, Financial Structuring, Loan Origination, Mortgage Banking, Treasury Management, Real Estate Economics, Credit Risk, Real Estate Financing, Middle Market, Financial Analysis, Cash Flow Lending, USDA, Funding, Cross Selling
Education
Pacific Coast Banking School 2004 — 2006
University of California, Berkeley 1983 — 1987
B.A., Economics
Connie Yaeger PMP, CSM Connie Yaeger PMP, CSM's Bank of the West Experience 2013 - July 2014
Job Lead Project Manager
Industry Information Technology and Services
Experience
Rose International December 2014 - Present
Key Plays Consulting Inc. 2009 - 2015
Wells Fargo/Client the Ascent Services Group 2014 - December 2014
Bank of the West 2013 - July 2014
Sutter Health 2013 - 2013
Rose International 2012 - November 2012
Blue Shield of California 2012 - 2012
Wells Fargo Bank June 2010 - November 2011
Dolby Laboratories 2008 - November 2008
Charles Schwab February 1996 - July 2008
Skills
Project Management..., Business Process..., Content Management and..., Software Project..., Risk Management, Communications Writing, Business Change..., Collaborative Problem..., Quality Standards..., Quality Control, Project Management, Program Management, Change Management, Management, Vendor Management, Process Improvement, SDLC, Project Portfolio..., Team Leadership, Resource Management, PMP, SharePoint
Education
University of California, Davis
B.S.
Rose International December 2014 - Present
Key Plays Consulting Inc. 2009 - 2015
Wells Fargo/Client the Ascent Services Group 2014 - December 2014
Bank of the West 2013 - July 2014
Sutter Health 2013 - 2013
Rose International 2012 - November 2012
Blue Shield of California 2012 - 2012
Wells Fargo Bank June 2010 - November 2011
Dolby Laboratories 2008 - November 2008
Charles Schwab February 1996 - July 2008
Skills
Project Management..., Business Process..., Content Management and..., Software Project..., Risk Management, Communications Writing, Business Change..., Collaborative Problem..., Quality Standards..., Quality Control, Project Management, Program Management, Change Management, Management, Vendor Management, Process Improvement, SDLC, Project Portfolio..., Team Leadership, Resource Management, PMP, SharePoint
Education
University of California, Davis
B.S.
Ed Guerra MBA/CFE/CAMS's Bank of the West Experience 2011 - 2013
Job Senior Manager at Ernst & Young Regulatory Compliance & AML Practice
Industry Financial Services
Experience
EY 2013 - Present
Bank of the West 2011 - 2013
Visa 2008 - 2011
BDO Seidman 2008 - 2008
Pricewaterhouse Coopers 2005 - 2008
Federal Reserve Bank 2001 - 2005
Skills
Enterprise Risk..., Mergers, Sarbanes-Oxley Act, Anti Money Laundering, Internal Audit, Acquisition Integration, Litigation, Privacy Law, Risk Management, Governance, Fraud, Financial Risk, Program Management, Bank Secrecy Act, Project Management, Risk Assessment, AML, Financial Services, Internal Controls, Strategy, Banking, Auditing, Finance, Operational Risk..., Operational Risk, USA PATRIOT Act, Regulatory Compliance, Corporate Compliance, Due Diligence, Sarbanes-Oxley, Corporate Governance, Mergers & Acquisitions
Education
University of California, Davis - Graduate School of Management 2005 — 2008
MBA, Corporate Strategy & Finance
University of California, Berkeley 1998 — 2002
Economics
Association of Certified Anti-Money Laundering Specialists
ACAMS: Certified Anti-Money Laundering Specialist, Anti-Money Laundering and Counter Terrorist Financing
Association of Certified Fraud Examiners
CFE: Certified Fraud Examiner, Fraud Prevention and Detection
EY 2013 - Present
Bank of the West 2011 - 2013
Visa 2008 - 2011
BDO Seidman 2008 - 2008
Pricewaterhouse Coopers 2005 - 2008
Federal Reserve Bank 2001 - 2005
Skills
Enterprise Risk..., Mergers, Sarbanes-Oxley Act, Anti Money Laundering, Internal Audit, Acquisition Integration, Litigation, Privacy Law, Risk Management, Governance, Fraud, Financial Risk, Program Management, Bank Secrecy Act, Project Management, Risk Assessment, AML, Financial Services, Internal Controls, Strategy, Banking, Auditing, Finance, Operational Risk..., Operational Risk, USA PATRIOT Act, Regulatory Compliance, Corporate Compliance, Due Diligence, Sarbanes-Oxley, Corporate Governance, Mergers & Acquisitions
Education
University of California, Davis - Graduate School of Management 2005 — 2008
MBA, Corporate Strategy & Finance
University of California, Berkeley 1998 — 2002
Economics
Association of Certified Anti-Money Laundering Specialists
ACAMS: Certified Anti-Money Laundering Specialist, Anti-Money Laundering and Counter Terrorist Financing
Association of Certified Fraud Examiners
CFE: Certified Fraud Examiner, Fraud Prevention and Detection
Cindy Charles Cindy Charles's Bank of the West Experience July 2011 - October 2013
Job Manager, Treasury/Market Risk Advisory at KPMG
Industry Financial Services
Experience
KPMG November 2013 - Present
Bank of the West July 2011 - October 2013
Bank of the West January 2010 - July 2011
Bank of the West April 2009 - December 2009
Charles Schwab November 2006 - January 2007
San Francisco Federal Savings and Loan January 1993 - July 1995
San Francisco Federal Saving and Loan May 1989 - January 1993
American Industry Partners January 1988 - May 1989
L.F. Rothschild & Company January 1987 - December 1987
L.F. Rothschild & Co. April 1985 - January 1987
Skills
Capital Adequacy, Stress Testing, Financial Regulation, Regulatory Compliance, Risk Management, Technical Writing, Project Management, Management, Financial Analysis, Strategic Planning, Treasury Management, Corporate Governance, Business Analysis, Business Strategy, Commercial Banking, Retail Banking, Microsoft Excel, Leadership, PowerPoint
Education
University of California, Berkeley 1977 — 1981
Bachelor of Arts (B.A.), Zoology & German Literature
KPMG November 2013 - Present
Bank of the West July 2011 - October 2013
Bank of the West January 2010 - July 2011
Bank of the West April 2009 - December 2009
Charles Schwab November 2006 - January 2007
San Francisco Federal Savings and Loan January 1993 - July 1995
San Francisco Federal Saving and Loan May 1989 - January 1993
American Industry Partners January 1988 - May 1989
L.F. Rothschild & Company January 1987 - December 1987
L.F. Rothschild & Co. April 1985 - January 1987
Skills
Capital Adequacy, Stress Testing, Financial Regulation, Regulatory Compliance, Risk Management, Technical Writing, Project Management, Management, Financial Analysis, Strategic Planning, Treasury Management, Corporate Governance, Business Analysis, Business Strategy, Commercial Banking, Retail Banking, Microsoft Excel, Leadership, PowerPoint
Education
University of California, Berkeley 1977 — 1981
Bachelor of Arts (B.A.), Zoology & German Literature
Jackie Wu, CAPM, ITIL's Bank of the West Experience July 2015 - Present
Job Business Analyst / Business Systems Administrator Sr. at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2015 - Present
Franklin Templeton Investments November 2009 - July 2015
Investment Architects Inc May 2009 - October 2009
Morgan Stanley April 2008 - May 2009
UC Davis Public Health Sciences Division of Biostatistics May 2008 - March 2009
Skills
Mutual Funds, Finance, Investments, Project Management, Customer Service, Cost Basis, Process Improvement, SharePoint, Cost Basis Reporting, Risk Management, Workflow, InfoPath Forms, Systems Analysis, Business Objects, Business Intelligence, Requirements Analysis, Business Process, Continuous Improvement, Business Requirements, ITIL v3 Foundations..., IT Service Management
Education
University of California, Davis 2005 — 2008
Bachelor of Arts, Economics and Statistics
UC Berkeley Extension 2013 — 2014
Certificate Program in Project Management, Project Management
Diamond Bar High School 2001 — 2005
High School
Bank of the West July 2015 - Present
Franklin Templeton Investments November 2009 - July 2015
Investment Architects Inc May 2009 - October 2009
Morgan Stanley April 2008 - May 2009
UC Davis Public Health Sciences Division of Biostatistics May 2008 - March 2009
Skills
Mutual Funds, Finance, Investments, Project Management, Customer Service, Cost Basis, Process Improvement, SharePoint, Cost Basis Reporting, Risk Management, Workflow, InfoPath Forms, Systems Analysis, Business Objects, Business Intelligence, Requirements Analysis, Business Process, Continuous Improvement, Business Requirements, ITIL v3 Foundations..., IT Service Management
Education
University of California, Davis 2005 — 2008
Bachelor of Arts, Economics and Statistics
UC Berkeley Extension 2013 — 2014
Certificate Program in Project Management, Project Management
Diamond Bar High School 2001 — 2005
High School
Patrick A. Howell Patrick A. Howell's Bank of the West Experience June 2005 - June 2007
Job Executive and Investor
Industry Capital Markets
Experience
Caribbean Community of Business Professionals (CCBP) May 2007 - Present
West Coast Wall Street Conference December 2010 - October 2014
Newport Capital Consultants, Inc. April 2008 - February 2011
Wachovia Bank August 2007 - May 2008
Bank of the West June 2005 - June 2007
First Federal Bank of California November 2003 - May 2005
Fleet Boston Financial/ Quick and Reilly Inc. December 2000 - September 2003
R.R. Donnelley & Sons Financial December 1997 - December 1999
Skills
Negotiation, Sales Management, Leadership Development, Strategic Planning, Investments, Public Relations, Team Building, Leadership, Business Development, Entrepreneurship, Investment Banking, Capital Markets, Selling, Private Equity, Real Estate, Finance, Small Business, Sales, Start-ups, Business Strategy, New Business Development, Management, Business Planning, Strategy, Financial Analysis, Program Management, Banking, Asset Management, Strategic Financial..., Analysis, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Mergers & Acquisitions, Executive Management, Funding, Competitive Analysis, Management Consulting, Strategic Partnerships, Coaching, IPO, Alternative Investments, Financial Services, Investor Relations, Hedge Funds, Portfolio Management, Consulting, Due Diligence, Emerging Markets
Education
University of California, Berkeley 1991 — 1995
English, Biology
Jesuit High School, Carmichael California 1985 — 1987
American School in Guadalajara, Mexico
University of Nebraska at Lincoln
Caribbean Community of Business Professionals (CCBP) May 2007 - Present
West Coast Wall Street Conference December 2010 - October 2014
Newport Capital Consultants, Inc. April 2008 - February 2011
Wachovia Bank August 2007 - May 2008
Bank of the West June 2005 - June 2007
First Federal Bank of California November 2003 - May 2005
Fleet Boston Financial/ Quick and Reilly Inc. December 2000 - September 2003
R.R. Donnelley & Sons Financial December 1997 - December 1999
Skills
Negotiation, Sales Management, Leadership Development, Strategic Planning, Investments, Public Relations, Team Building, Leadership, Business Development, Entrepreneurship, Investment Banking, Capital Markets, Selling, Private Equity, Real Estate, Finance, Small Business, Sales, Start-ups, Business Strategy, New Business Development, Management, Business Planning, Strategy, Financial Analysis, Program Management, Banking, Asset Management, Strategic Financial..., Analysis, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Mergers & Acquisitions, Executive Management, Funding, Competitive Analysis, Management Consulting, Strategic Partnerships, Coaching, IPO, Alternative Investments, Financial Services, Investor Relations, Hedge Funds, Portfolio Management, Consulting, Due Diligence, Emerging Markets
Education
University of California, Berkeley 1991 — 1995
English, Biology
Jesuit High School, Carmichael California 1985 — 1987
American School in Guadalajara, Mexico
University of Nebraska at Lincoln
Neil Purohit Neil Purohit's Bank of the West Experience June 2014 - August 2014
Job Student at UC Berkeley
Industry Financial Services
Experience
Bank of the West June 2014 - August 2014
LaunchPad Central May 2013 - August 2013
UBS May 2012 - May 2013
US Sports Coaching June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, English, Python, Social Networking, Data Analysis, Computer Networking, Artificial Intelligence, C, C++
Education
UC Berkeley 2011 — 2015
BA, Computer Science/Economics
Bank of the West June 2014 - August 2014
LaunchPad Central May 2013 - August 2013
UBS May 2012 - May 2013
US Sports Coaching June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, English, Python, Social Networking, Data Analysis, Computer Networking, Artificial Intelligence, C, C++
Education
UC Berkeley 2011 — 2015
BA, Computer Science/Economics
Robert Yang Robert Yang's Bank of the West Experience June 2014 - August 2014
Job Student at University of California, Berkeley
Industry Internet
Experience
Venture Strategy Solutions June 2015 - Present
Surepromise December 2014 - August 2015
Venture Strategy Solutions January 2015 - June 2015
Venture Strategy Solutions January 2014 - January 2015
Bank of the West June 2014 - August 2014
Venture Strategy Solutions January 2013 - December 2013
Meograph May 2013 - July 2013
Yale University June 2011 - August 2011
Skills
Research, Microsoft Excel, Business Strategy, Competitive Analysis, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Social Media, Teamwork, CRM, Entrepreneurship, Project Management, Mandarin, Cantonese, Customer Service, Photoshop, Public Speaking, Java, HTML, English, Windows, Event Planning, Team Leadership, Marketing, Marketing Strategy, Google Analytics, Market Research, Analysis, Social Networking, Leadership, Strategy, Management Consulting, Soccer, Longboarding, Consulting
Education
University of California, Berkeley 2012 — 2016
Bachelor's Degree, Computer Science and Business Administration
King George V School, Hong Kong 2006 — 2012
High School, International Baccalaureate, 44/45
Venture Strategy Solutions June 2015 - Present
Surepromise December 2014 - August 2015
Venture Strategy Solutions January 2015 - June 2015
Venture Strategy Solutions January 2014 - January 2015
Bank of the West June 2014 - August 2014
Venture Strategy Solutions January 2013 - December 2013
Meograph May 2013 - July 2013
Yale University June 2011 - August 2011
Skills
Research, Microsoft Excel, Business Strategy, Competitive Analysis, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Social Media, Teamwork, CRM, Entrepreneurship, Project Management, Mandarin, Cantonese, Customer Service, Photoshop, Public Speaking, Java, HTML, English, Windows, Event Planning, Team Leadership, Marketing, Marketing Strategy, Google Analytics, Market Research, Analysis, Social Networking, Leadership, Strategy, Management Consulting, Soccer, Longboarding, Consulting
Education
University of California, Berkeley 2012 — 2016
Bachelor's Degree, Computer Science and Business Administration
King George V School, Hong Kong 2006 — 2012
High School, International Baccalaureate, 44/45
Joanna Escalante's Bank of the West Experience December 2001 - May 2006
Job Electronic Banking, Cash Management
Industry Banking
Experience
Fremont Bank January 2015 - July 2015
Beneficial State Bank December 2011 - April 2014
Bank of Alameda 2007 - 2012
Bank of the West December 2001 - May 2006
Skills
Personal Banking, Cash Management, Analysis, Customer Service, Online Business..., Retail Banking, Cross Selling, Risk Management, Financial Analysis, Internet Banking, Financial Transactions, Bank Secrecy Act, Business Analysis, ACH, Branch Banking, Payments, Deposits, Banking Relationships, AML, Mergers, Banking, Consumer Lending, Merchant Services, Relationship Management, Teller Operations, Mobile Banking, Electronic Funds..., Remote Deposit Capture, Leadership, Management
Education
University of California, Berkeley 2010 — 2012
Certificate Program, Business Administration and Management, General
University of California, Berkeley 2009 — 2010
Certificate Program in Paralegal Studies, Law
Fremont Bank January 2015 - July 2015
Beneficial State Bank December 2011 - April 2014
Bank of Alameda 2007 - 2012
Bank of the West December 2001 - May 2006
Skills
Personal Banking, Cash Management, Analysis, Customer Service, Online Business..., Retail Banking, Cross Selling, Risk Management, Financial Analysis, Internet Banking, Financial Transactions, Bank Secrecy Act, Business Analysis, ACH, Branch Banking, Payments, Deposits, Banking Relationships, AML, Mergers, Banking, Consumer Lending, Merchant Services, Relationship Management, Teller Operations, Mobile Banking, Electronic Funds..., Remote Deposit Capture, Leadership, Management
Education
University of California, Berkeley 2010 — 2012
Certificate Program, Business Administration and Management, General
University of California, Berkeley 2009 — 2010
Certificate Program in Paralegal Studies, Law
Juelia Fong Juelia Fong's Bank of the West Experience June 2014 - Present
Job Summer Technology Business Analyst at Visa
Industry Financial Services
Experience
Visa June 2015 - Present
Bank of the West June 2014 - Present
USGovernmentandPolitics.com June 2010 - Present
The Claremont Hotel June 2013 - August 2013
The Black & White August 2010 - May 2012
National Institutes of Health June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, C++, Statistics, PowerPoint, Java, Finance, Corporate Finance, Teamwork, Project Management
Education
UC Berkeley 2012 — 2016
B.S. Business Administration, Minor in Industrial Engineering Operations Research (IEOR)
Walt Whitman High School 2008 — 2012
High School Diploma
Visa June 2015 - Present
Bank of the West June 2014 - Present
USGovernmentandPolitics.com June 2010 - Present
The Claremont Hotel June 2013 - August 2013
The Black & White August 2010 - May 2012
National Institutes of Health June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, C++, Statistics, PowerPoint, Java, Finance, Corporate Finance, Teamwork, Project Management
Education
UC Berkeley 2012 — 2016
B.S. Business Administration, Minor in Industrial Engineering Operations Research (IEOR)
Walt Whitman High School 2008 — 2012
High School Diploma
Fahim Shakoor Fahim Shakoor's Bank of the West Experience April 2015 - September 2015
Job Capital Markets Technology
Industry Capital Markets
Experience
Bank of the West April 2015 - September 2015
RBC July 2014 - December 2014
Federal Home Loan Bank of Des Moines July 2012 - June 2014
Wells Fargo March 2012 - July 2012
Ernst & Young March 2011 - March 2012
Calypso Technology March 2009 - March 2011
Calypso Technology September 2006 - March 2009
Investors Bank & Trust June 2005 - August 2006
Skills
Calypso, FX Options, Corporate Actions, Account Reconciliation, Derivatives, Fixed Income, Swaps, Middle Office, Back Office, Equities, Capital Markets, Financial Markets, Bloomberg, Options, Front Office, Dimension, Trading Systems, Credit Derivatives, FX trading, Interest Rate..., Bonds, Trading, Business Analysis, Management
Education
University of California, Berkeley 2009 — 2009
PMP Certification, Project Management
University of California, Davis 2001 — 2005
BA, Economics, Managerial Economics
Bank of the West April 2015 - September 2015
RBC July 2014 - December 2014
Federal Home Loan Bank of Des Moines July 2012 - June 2014
Wells Fargo March 2012 - July 2012
Ernst & Young March 2011 - March 2012
Calypso Technology March 2009 - March 2011
Calypso Technology September 2006 - March 2009
Investors Bank & Trust June 2005 - August 2006
Skills
Calypso, FX Options, Corporate Actions, Account Reconciliation, Derivatives, Fixed Income, Swaps, Middle Office, Back Office, Equities, Capital Markets, Financial Markets, Bloomberg, Options, Front Office, Dimension, Trading Systems, Credit Derivatives, FX trading, Interest Rate..., Bonds, Trading, Business Analysis, Management
Education
University of California, Berkeley 2009 — 2009
PMP Certification, Project Management
University of California, Davis 2001 — 2005
BA, Economics, Managerial Economics
Esther (Ye Rhin) Woo Esther (Ye Rhin) Woo's Bank of the West Experience October 2011 - March 2013
Job AVP, Commercial Real Estate
Industry Banking
Experience
Israel Discount Bank May 2015 - Present
Hanmi Bank March 2013 - April 2015
Bank of the West October 2011 - March 2013
Skills
Financial Analysis, Customer Service, Credit Analysis, Credit, Banking
Education
University of California, Berkeley 2008 — 2011
Bachelor of Arts (B.A.), Economics
Israel Discount Bank May 2015 - Present
Hanmi Bank March 2013 - April 2015
Bank of the West October 2011 - March 2013
Skills
Financial Analysis, Customer Service, Credit Analysis, Credit, Banking
Education
University of California, Berkeley 2008 — 2011
Bachelor of Arts (B.A.), Economics
Frank Soriano's Bank of the West Experience October 2010 - February 2015
Job Sr. Relationship Banker @ Union Bank
Industry Banking
Experience
Union Bank February 2015 - Present
Bank of the West October 2010 - February 2015
Skills
Sales, Retail Banking, Spanish, Japanese, Public Speaking, Marketing, Relationship Management, Foreign Languages, Leadership, Notary Public, Cpr Certified, Underwriting, Consumer Lending, Small Business Lending, Coaching, Credit Counseling, Translation, Interpretation, Writing, Compliance, Client Rapport
Education
University of California, Davis
Union Bank February 2015 - Present
Bank of the West October 2010 - February 2015
Skills
Sales, Retail Banking, Spanish, Japanese, Public Speaking, Marketing, Relationship Management, Foreign Languages, Leadership, Notary Public, Cpr Certified, Underwriting, Consumer Lending, Small Business Lending, Coaching, Credit Counseling, Translation, Interpretation, Writing, Compliance, Client Rapport
Education
University of California, Davis
Tim Hoskins Tim Hoskins's Bank of the West Experience September 2014 - Present
Job Consumer Credit and Lending Executive | Private Banking & Wealth Management | Financial Technologies
Industry Financial Services
Experience
Bank of the West September 2014 - Present
BorrowFlex May 2014 - Present
Bank of the West January 2013 - August 2014
Bank of the West May 2009 - December 2012
Contango Capital Advisors / Zions Bancorporation July 2004 - November 2008
Checkfree Investment Services / Fiserv November 2002 - June 2004
JP Morgan Chase March 2000 - April 2002
JP Morgan Chase January 1999 - March 2000
World Jupiter 1996 - 1998
JPMorgan Chase 1989 - 1996
Skills
Credit, Risk Management, Credit Risk, Portfolio Management, Banking, Loans, Private Banking, Wealth Management, Financial Services, Mortgage Lending, Entrepreneurship, Start-ups, Credit Analysis, Consumer Lending, Underwriting, Asset Based Lending, Lines Of Credit, Loan Origination, Cash Flow Lending, Credit Evaluation, Commercial Banking, Investments, Relationship Management, Financial Analysis, Financial Risk, Finance, Due Diligence, Management, Leadership, Secured Transactions, Home Equity Lines of..., Secured Financing, Commercial Lending, Financial Structuring, Executive Management, Strategy, Securities, Asset Management, Structured Finance, Credit Policy, Credit Portfolio..., Secured Lending, Investment Secured..., Product Development, FinTech, Financial Technology
Education
University of California, Berkeley
Bachelor's Degree, Political Science -- International Relations and U.S. Foreign Policy
Bank of the West September 2014 - Present
BorrowFlex May 2014 - Present
Bank of the West January 2013 - August 2014
Bank of the West May 2009 - December 2012
Contango Capital Advisors / Zions Bancorporation July 2004 - November 2008
Checkfree Investment Services / Fiserv November 2002 - June 2004
JP Morgan Chase March 2000 - April 2002
JP Morgan Chase January 1999 - March 2000
World Jupiter 1996 - 1998
JPMorgan Chase 1989 - 1996
Skills
Credit, Risk Management, Credit Risk, Portfolio Management, Banking, Loans, Private Banking, Wealth Management, Financial Services, Mortgage Lending, Entrepreneurship, Start-ups, Credit Analysis, Consumer Lending, Underwriting, Asset Based Lending, Lines Of Credit, Loan Origination, Cash Flow Lending, Credit Evaluation, Commercial Banking, Investments, Relationship Management, Financial Analysis, Financial Risk, Finance, Due Diligence, Management, Leadership, Secured Transactions, Home Equity Lines of..., Secured Financing, Commercial Lending, Financial Structuring, Executive Management, Strategy, Securities, Asset Management, Structured Finance, Credit Policy, Credit Portfolio..., Secured Lending, Investment Secured..., Product Development, FinTech, Financial Technology
Education
University of California, Berkeley
Bachelor's Degree, Political Science -- International Relations and U.S. Foreign Policy
Maxim Lin-Yee Maxim Lin-Yee's Bank of the West Experience July 2013 - Present
Job Financial Analyst at Bank of the West
Industry Banking
Experience
Bank of the West July 2013 - Present
New Ballet Ensemble & School November 2014 - November 2014
ImmuneTech January 2013 - June 2013
Baochuan Capital Management, LLC February 2012 - January 2013
Menlowe Ballet August 2012 - October 2012
Maximum Legal Services September 2010 - September 2012
Bank of Shanghai June 2011 - August 2011
Applegate Dance Studio June 2009 - June 2009
Capitol Ballet 2007 - 2009
Law Office of Robert B. Yee January 2004 - October 2006
Skills
Ballet, Bartending, Notary Public, Bloomberg Terminal, Microsoft Office, HTML, QuickBooks, Retail Link, Analysis, Business Development, Finance, Banking, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint
Education
University of California, Davis 2006 — 2010
Bachelor's Degree, Economics
Shanghai Normal University 2006 — 2009
Chinese, Mandarin
San Francisco Ballet School 2001 — 2005
Classical Ballet
School of American Ballet 2002 — 2002
Classical Ballet
Bloomberg Market Concepts
Passed Level I of the CFA Program
Bank of the West July 2013 - Present
New Ballet Ensemble & School November 2014 - November 2014
ImmuneTech January 2013 - June 2013
Baochuan Capital Management, LLC February 2012 - January 2013
Menlowe Ballet August 2012 - October 2012
Maximum Legal Services September 2010 - September 2012
Bank of Shanghai June 2011 - August 2011
Applegate Dance Studio June 2009 - June 2009
Capitol Ballet 2007 - 2009
Law Office of Robert B. Yee January 2004 - October 2006
Skills
Ballet, Bartending, Notary Public, Bloomberg Terminal, Microsoft Office, HTML, QuickBooks, Retail Link, Analysis, Business Development, Finance, Banking, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint
Education
University of California, Davis 2006 — 2010
Bachelor's Degree, Economics
Shanghai Normal University 2006 — 2009
Chinese, Mandarin
San Francisco Ballet School 2001 — 2005
Classical Ballet
School of American Ballet 2002 — 2002
Classical Ballet
Bloomberg Market Concepts
Passed Level I of the CFA Program
William Zillman William Zillman's Bank of the West Experience August 1986 - December 2005
Job Of Counsel at Robertson & Lewis
Industry Law Practice
Experience
Robertson & Lewis EVP/Division Executive Wealth Management GroupBank of the WestDecember 2005 - February 2008
Bank of the West August 1986 - December 2005
Skills
Litigation, Mergers & Acquisitions, Legal Research, Due Diligence, Legal Writing, Financial Analysis, Securities, Contract Negotiation, Banking, Real Estate, Loans
Education
University of California, Hastings College of the Law 1970 — 1974
Doctor of Law (JD)
University of California, Berkeley 1966 — 1970
Bachelor of Arts (B.A.), Economics
Robertson & Lewis EVP/Division Executive Wealth Management GroupBank of the WestDecember 2005 - February 2008
Bank of the West August 1986 - December 2005
Skills
Litigation, Mergers & Acquisitions, Legal Research, Due Diligence, Legal Writing, Financial Analysis, Securities, Contract Negotiation, Banking, Real Estate, Loans
Education
University of California, Hastings College of the Law 1970 — 1974
Doctor of Law (JD)
University of California, Berkeley 1966 — 1970
Bachelor of Arts (B.A.), Economics
Tessa Lam-Chou, CIA, CFSA's Bank of the West Experience October 2007 - April 2012
Job Senior Auditor at eBay
Industry Information Technology and Services
Experience
eBay April 2012 - March 2014
Bank of the West October 2007 - April 2012
Ernst & Young LLP March 2005 - July 2007
Bank of America August 2002 - February 2005
Bank of America July 2001 - July 2002
Skills
ACL, Quickbooks, Excel, Visio, PowerPoint, Word, Microsoft Excel, Sarbanes-Oxley Act, Business Process..., Microsoft Word, QuickBooks, Management, Internal Audit, Auditing, Analysis, Access Lists, Internal Controls, Risk Assessment
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration
eBay April 2012 - March 2014
Bank of the West October 2007 - April 2012
Ernst & Young LLP March 2005 - July 2007
Bank of America August 2002 - February 2005
Bank of America July 2001 - July 2002
Skills
ACL, Quickbooks, Excel, Visio, PowerPoint, Word, Microsoft Excel, Sarbanes-Oxley Act, Business Process..., Microsoft Word, QuickBooks, Management, Internal Audit, Auditing, Analysis, Access Lists, Internal Controls, Risk Assessment
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration
Abby Robertson Abby Robertson's Bank of the West Experience March 2014 - June 2014
Job EBC Program Manager at VMware
Industry Marketing and Advertising
Experience
Bank of the West March 2014 - June 2014
Silicon Valley Bank November 2011 - June 2012
JP Morgan 2012 - 2012
Check Point Software Technologies January 2011 - October 2011
Cisco Systems, Inc. February 2010 - January 2011
Xilinx, Inc January 2009 - December 2009
Cisco Systems, Inc February 2008 - January 2009
BEA Systems, Inc February 2007 - February 2008
Cisco Systems, Inc January 2002 - January 2007
Skills
Campaign Management, Budgets, Marketing Communications, Email Marketing, Product Marketing, Event Management, Marketing, Strategy, Management, Leadership, Trade Shows, Business Development, Corporate Communications, Event Planning
Education
University of California, Davis
Bachelor of Science, Biology
Bank of the West March 2014 - June 2014
Silicon Valley Bank November 2011 - June 2012
JP Morgan 2012 - 2012
Check Point Software Technologies January 2011 - October 2011
Cisco Systems, Inc. February 2010 - January 2011
Xilinx, Inc January 2009 - December 2009
Cisco Systems, Inc February 2008 - January 2009
BEA Systems, Inc February 2007 - February 2008
Cisco Systems, Inc January 2002 - January 2007
Skills
Campaign Management, Budgets, Marketing Communications, Email Marketing, Product Marketing, Event Management, Marketing, Strategy, Management, Leadership, Trade Shows, Business Development, Corporate Communications, Event Planning
Education
University of California, Davis
Bachelor of Science, Biology
William Zillman William Zillman's Bank of the West Experience 1978 - 2008
Job Independent Law Practice Professional
Industry Law Practice
Experience
Bank of the West 1978 - 2008
Skills
Corporate Governance, Wealth Management, Financial Institution..., Financial Institution..., Litigation Management
Education
U.C Hastings College of Law 1970 — 1974
Doctor of Law (J.D.), Law
UC Berkeley 1966 — 1970
Bachelor of Arts (B.A.), Economics
Bank of the West 1978 - 2008
Skills
Corporate Governance, Wealth Management, Financial Institution..., Financial Institution..., Litigation Management
Education
U.C Hastings College of Law 1970 — 1974
Doctor of Law (J.D.), Law
UC Berkeley 1966 — 1970
Bachelor of Arts (B.A.), Economics
David Sandeep Paul, MBA, CPA David Sandeep Paul, MBA, CPA's Bank of the West Experience September 2015 - Present
Job Reporting Analyst, VP at Bank of the West
Industry Accounting
Experience
Bank of the West September 2015 - Present
Bank of the West June 2014 - August 2015
Wells Fargo July 2013 - June 2014
Robert Half International April 2010 - June 2013
Robert Half International August 2012 - March 2013
Jeff Brown P.C. January 2009 - April 2010
Robert Half International August 2006 - April 2010
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, Cash Flow, Statistics, Financial Modeling, Budgeting, Economics, Valuation, Data Mining, Econometrics, Data Analysis, Corporate Finance, Mathematics, Budgets, Finance, Account Reconciliation, Microsoft Excel, Financial Statements, Auditing, SEC filings, Internal Controls, US GAAP, CPA, Fixed Assets, Internal Audit, Tax, Variance Analysis, Management, Financial Audits, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Journal Entries, Sarbanes-Oxley, External Audit, Accounts Payable, Strategic Financial..., Financial Forecasting, PeopleSoft, GAAP, Managerial Finance, Accounts Receivable, QuickBooks, Corporate Tax, Income Tax, Revenue Recognition, Strategy, Financial Accounting
Education
University of California, Davis - Graduate School of Management 2009 — 2012
MBA, Accounting/Finance
University of California, Davis 2004 — 2006
2006, Managerial Economics
Bank of the West September 2015 - Present
Bank of the West June 2014 - August 2015
Wells Fargo July 2013 - June 2014
Robert Half International April 2010 - June 2013
Robert Half International August 2012 - March 2013
Jeff Brown P.C. January 2009 - April 2010
Robert Half International August 2006 - April 2010
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, Cash Flow, Statistics, Financial Modeling, Budgeting, Economics, Valuation, Data Mining, Econometrics, Data Analysis, Corporate Finance, Mathematics, Budgets, Finance, Account Reconciliation, Microsoft Excel, Financial Statements, Auditing, SEC filings, Internal Controls, US GAAP, CPA, Fixed Assets, Internal Audit, Tax, Variance Analysis, Management, Financial Audits, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Journal Entries, Sarbanes-Oxley, External Audit, Accounts Payable, Strategic Financial..., Financial Forecasting, PeopleSoft, GAAP, Managerial Finance, Accounts Receivable, QuickBooks, Corporate Tax, Income Tax, Revenue Recognition, Strategy, Financial Accounting
Education
University of California, Davis - Graduate School of Management 2009 — 2012
MBA, Accounting/Finance
University of California, Davis 2004 — 2006
2006, Managerial Economics
Carol Collison Carol Collison's Bank of the West Experience February 2005 - April 2008
Job Partner at Global Wine Partners
Industry Investment Banking
Experience
Global Wine Partners April 2008 - Present
Bank of the West February 2005 - April 2008
The Mechanics Bank February 2000 - February 2005
United States Peace Corps 1985 - 1987
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA
University of California, Los Angeles 1980 — 1984
SHS
SHS
Global Wine Partners April 2008 - Present
Bank of the West February 2005 - April 2008
The Mechanics Bank February 2000 - February 2005
United States Peace Corps 1985 - 1987
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA
University of California, Los Angeles 1980 — 1984
SHS
SHS
John Thomason John Thomason's Bank of the West Experience 1996 - Present
Job Executive Vice President at Bank of the West
Industry
Experience
Bank of the West 1996 - Present
First Interstate Bank 1992 - 1996
Skills
Banking, Commercial Lending, Credit, Corporate Real Estate, Loans, Real Estate, Due Diligence, Real Estate Economics, Mortgage Lending, Real Estate Financing, Portfolio Management, Credit Analysis, Small Business Lending
Education
University of California, Berkeley
BA
Bank of the West 1996 - Present
First Interstate Bank 1992 - 1996
Skills
Banking, Commercial Lending, Credit, Corporate Real Estate, Loans, Real Estate, Due Diligence, Real Estate Economics, Mortgage Lending, Real Estate Financing, Portfolio Management, Credit Analysis, Small Business Lending
Education
University of California, Berkeley
BA
Andrew Clausen Andrew Clausen's Bank of the West Experience June 2011 - September 2011
Job Associate Video Logger, MiLB at MLB Advanced Media
Industry Sports
Experience
MLB Advanced Media June 2015 - Present
KDVS 90.3 FM June 2014 - Present
ASUCD Unitrans February 2012 - September 2013
Bank of the West June 2011 - September 2011
Skills
Radio Broadcasting, Radio Production, Sports Writing, Play-by-play, Color Commentary, Leadership, Teamwork
Education
University of California, Davis
MLB Advanced Media June 2015 - Present
KDVS 90.3 FM June 2014 - Present
ASUCD Unitrans February 2012 - September 2013
Bank of the West June 2011 - September 2011
Skills
Radio Broadcasting, Radio Production, Sports Writing, Play-by-play, Color Commentary, Leadership, Teamwork
Education
University of California, Davis
Jennifer O'Reilly's Bank of the West Experience August 2009 - August 2010
Job Managing Director, Enterprise Risk Management
Industry Financial Services
Experience
Union Bank July 2012 - Present
Union Bank August 2010 - July 2012
Bank of the West August 2009 - August 2010
Charles Schwab December 2006 - December 2008
Charles Schwab June 2002 - November 2006
Ceridian 1998 - 2002
Western Pension 1993 - 1998
The Wyatt Company 1992 - 1993
Bank of California September 1988 - February 1991
Skills
Sarbanes-Oxley Act, Series 7, Risk Management, Internal Audit, Enterprise Risk..., Basel II, Series 63, Management, Portfolio Management, Trading, Internal Controls, Finance, Program Management, Analysis, Risk Assessment, Leadership, Valuation, Auditing, Accounting, Banking, Retirement Planning, Financial Services, Credit, Credit Risk, Executive Management, Financial Analysis, Financial Risk, Operational Risk, Operational Risk..., Sarbanes-Oxley
Education
University of California, Davis 1983 — 1988
B.A.
Union Bank July 2012 - Present
Union Bank August 2010 - July 2012
Bank of the West August 2009 - August 2010
Charles Schwab December 2006 - December 2008
Charles Schwab June 2002 - November 2006
Ceridian 1998 - 2002
Western Pension 1993 - 1998
The Wyatt Company 1992 - 1993
Bank of California September 1988 - February 1991
Skills
Sarbanes-Oxley Act, Series 7, Risk Management, Internal Audit, Enterprise Risk..., Basel II, Series 63, Management, Portfolio Management, Trading, Internal Controls, Finance, Program Management, Analysis, Risk Assessment, Leadership, Valuation, Auditing, Accounting, Banking, Retirement Planning, Financial Services, Credit, Credit Risk, Executive Management, Financial Analysis, Financial Risk, Operational Risk, Operational Risk..., Sarbanes-Oxley
Education
University of California, Davis 1983 — 1988
B.A.
Kelvin Kwong's Bank of the West Experience November 2014 - March 2015
Job Data Scientist at Zendesk
Industry Banking
Experience
Zendesk March 2015 - Present
Bank of the West November 2014 - March 2015
Bank of the West January 2012 - October 2014
Slalom Consulting May 2008 - January 2012
Deloitte August 2004 - May 2008
Skills
Business Analysis, Business Intelligence, Business Process, Analytics, Business Process..., Data Warehousing, Management Consulting, Project Management, CRM, IT Strategy, Strategy, Enterprise Architecture, Data Analysis, Consulting, Software Project..., SDLC, Program Management, Management
Education
University of California, Davis 1999 — 2004
Bachelor's Degree, Computer Science & Engineering, with Honors
University of California, Davis 1999 — 2004
Bachelor's Degree, Economics
Zendesk March 2015 - Present
Bank of the West November 2014 - March 2015
Bank of the West January 2012 - October 2014
Slalom Consulting May 2008 - January 2012
Deloitte August 2004 - May 2008
Skills
Business Analysis, Business Intelligence, Business Process, Analytics, Business Process..., Data Warehousing, Management Consulting, Project Management, CRM, IT Strategy, Strategy, Enterprise Architecture, Data Analysis, Consulting, Software Project..., SDLC, Program Management, Management
Education
University of California, Davis 1999 — 2004
Bachelor's Degree, Computer Science & Engineering, with Honors
University of California, Davis 1999 — 2004
Bachelor's Degree, Economics
Caroline Suruki's Bank of the West Experience March 2010 - Present
Job VP, Senior Data Steward at Bank of the West
Industry Banking
Experience
Bank of the West March 2010 - Present
Wells Fargo July 2004 - December 2009
Providian Financial May 1994 - May 2004
Franklin Templeton Group 1988 - 1994
Skills
Credit Cards, Financial Services, Banking, Portfolio Management, Risk Management, Vendor Management, Credit, Business Analysis, Mergers & Acquisitions, SDLC, Team Management, Analytics, Relationship Management, Analysis, Management, Payments, Project Management, Process Improvement, Team Building, Business Requirements, Financial Risk
Education
University of California, Davis
BS
Bank of the West March 2010 - Present
Wells Fargo July 2004 - December 2009
Providian Financial May 1994 - May 2004
Franklin Templeton Group 1988 - 1994
Skills
Credit Cards, Financial Services, Banking, Portfolio Management, Risk Management, Vendor Management, Credit, Business Analysis, Mergers & Acquisitions, SDLC, Team Management, Analytics, Relationship Management, Analysis, Management, Payments, Project Management, Process Improvement, Team Building, Business Requirements, Financial Risk
Education
University of California, Davis
BS
Dan Rosenbaum's Bank of the West Experience September 2009 - Present
Job SVP, Head of Corporate Strategy and M&A at Bank of the West
Industry Financial Services
Experience
American Conservatory Theater April 2011 - Present
Bank of the West September 2009 - Present
Barclays Global Investors October 2005 - January 2009
Barclays Global Investors January 2004 - January 2009
Merrill Lynch 2000 - 2004
Accenture Consulting 1998 - 2000
Risk Management Solutions 1994 - 1998
McKinsey & Co 1986 - 1994
Skills
SAS, Access, SQL, M&A due diligence, Asset Management
Education
University of California, Los Angeles 1984 — 1986
MIS, Systems Analysis
University of California, Berkeley 1979 — 1983
AB, Political Theory, French Literature
American Conservatory Theater April 2011 - Present
Bank of the West September 2009 - Present
Barclays Global Investors October 2005 - January 2009
Barclays Global Investors January 2004 - January 2009
Merrill Lynch 2000 - 2004
Accenture Consulting 1998 - 2000
Risk Management Solutions 1994 - 1998
McKinsey & Co 1986 - 1994
Skills
SAS, Access, SQL, M&A due diligence, Asset Management
Education
University of California, Los Angeles 1984 — 1986
MIS, Systems Analysis
University of California, Berkeley 1979 — 1983
AB, Political Theory, French Literature
Richard Utter, CBCP, PMP's Bank of the West Experience June 2012 - Present
Job
Industry Financial Services
Experience
Bank of the West June 2012 - Present
Bank of the West August 2008 - June 2012
Irwin Home Equity May 2001 - February 2008
Bank of America August 1995 - May 2001
Bank of America April 1994 - August 1995
Bank of America October 1992 - March 1994
Bank of America October 1990 - September 1992
Skills
Innotas, LDRPS, Atrocious French, Vendor Management, Business Analysis, Business Continuity..., Risk Management, Banking, Process Improvement, PMP, Governance, SDLC, Project Management, Financial Risk, Disaster Recovery, Change Management, Visio, IT Management, PMO, Software Documentation, Team Leadership, Cross-functional Team..., Analysis, Management, SharePoint
Education
University of California, Berkeley
MBA
Washington State University
BA
Bank of the West June 2012 - Present
Bank of the West August 2008 - June 2012
Irwin Home Equity May 2001 - February 2008
Bank of America August 1995 - May 2001
Bank of America April 1994 - August 1995
Bank of America October 1992 - March 1994
Bank of America October 1990 - September 1992
Skills
Innotas, LDRPS, Atrocious French, Vendor Management, Business Analysis, Business Continuity..., Risk Management, Banking, Process Improvement, PMP, Governance, SDLC, Project Management, Financial Risk, Disaster Recovery, Change Management, Visio, IT Management, PMO, Software Documentation, Team Leadership, Cross-functional Team..., Analysis, Management, SharePoint
Education
University of California, Berkeley
MBA
Washington State University
BA
Brad Clark's Bank of the West Experience December 2007 - Present
Job Bank of the West
Industry Financial Services
Experience
Bank of the West December 2007 - Present
GreenPoint Mortgage ~ a division of Capital One Finance August 2001 - November 2007
FaceTime ~ VC backed SaaS CRM start-up 1999 - 2001
Inference Corp ~ Acquired by eGain 1996 - 1998
Canto Software 1994 - 1996
Skills
Start-ups, Financial Services, Digital Marketing, Lead Generation, Business Development, Direct Marketing, SaaS, Online Advertising, Product Management, Email Marketing, Marketing Strategy, Salesforce.com, Strategy, Sales, New Business Development, Marketing, Account Management, Market Research, Sales Management, E-commerce, CRM, Project Management, Strategic Partnerships, Management, Product Marketing, Competitive Analysis, Analytics
Education
University of California, Berkeley 1987 — 1992
Bachelor of Arts, English
American College of Switzerland 1990 — 1990
Loyola High School, Los Angeles 1983 — 1987
DMA
Bank of the West December 2007 - Present
GreenPoint Mortgage ~ a division of Capital One Finance August 2001 - November 2007
FaceTime ~ VC backed SaaS CRM start-up 1999 - 2001
Inference Corp ~ Acquired by eGain 1996 - 1998
Canto Software 1994 - 1996
Skills
Start-ups, Financial Services, Digital Marketing, Lead Generation, Business Development, Direct Marketing, SaaS, Online Advertising, Product Management, Email Marketing, Marketing Strategy, Salesforce.com, Strategy, Sales, New Business Development, Marketing, Account Management, Market Research, Sales Management, E-commerce, CRM, Project Management, Strategic Partnerships, Management, Product Marketing, Competitive Analysis, Analytics
Education
University of California, Berkeley 1987 — 1992
Bachelor of Arts, English
American College of Switzerland 1990 — 1990
Loyola High School, Los Angeles 1983 — 1987
DMA
Fil Del Real's Bank of the West Experience November 2002 - August 2005
Job IT Client Servicing
Industry Information Technology and Services
Experience
LA County September 2014 - Present
Wilshire Associates Inc. March 2007 - December 2008
Bank of the West November 2002 - August 2005
American Funds May 2000 - November 2002
Skills
Investments, Analytics, Financial Services, SQL, Asset Management, Financial Analysis
Education
University of California, Berkeley 1995 — 1999
BA, Economics
LA County September 2014 - Present
Wilshire Associates Inc. March 2007 - December 2008
Bank of the West November 2002 - August 2005
American Funds May 2000 - November 2002
Skills
Investments, Analytics, Financial Services, SQL, Asset Management, Financial Analysis
Education
University of California, Berkeley 1995 — 1999
BA, Economics
David Datz's Bank of the West Experience March 2006 - May 2006
Job Project Manager, Manager, Systems Analyst, Business Analyst
Industry Information Technology and Services
Experience
Health Net May 2008 - December 2008
Public Communications Systems November 2007 - April 2008
Southern California Edison June 2007 - November 2007
Southern California Edison March 2007 - April 2007
Health Net July 2006 - January 2007
Bank of the West March 2006 - May 2006
Health Net June 2005 - January 2006
Fox TV May 2004 - February 2005
WR Associates May 2002 - June 2002
Data Systems Worldwide June 2000 - April 2002
Education
The University of Chicago
MA, Economics
University of California, Berkeley
BA, Economics
Health Net May 2008 - December 2008
Public Communications Systems November 2007 - April 2008
Southern California Edison June 2007 - November 2007
Southern California Edison March 2007 - April 2007
Health Net July 2006 - January 2007
Bank of the West March 2006 - May 2006
Health Net June 2005 - January 2006
Fox TV May 2004 - February 2005
WR Associates May 2002 - June 2002
Data Systems Worldwide June 2000 - April 2002
Education
The University of Chicago
MA, Economics
University of California, Berkeley
BA, Economics
Ross Boon's Bank of the West Experience November 2014 - Present
Job
Industry Banking
Experience
Bank of the West November 2014 - Present
Adobe Systems December 2010 - April 2014
Mckesson October 2006 - December 2010
Autodesk, Inc July 2003 - July 2006
Resources Global Professionals July 2001 - July 2003
Accenture January 1998 - June 2001
Ernst & Young November 1993 - September 1997
Skills
PMP, PMO, IT Service Management, Information Technology, Leadership, Enterprise Software, Business Intelligence, Business Analysis, SDLC, Cross-functional Team..., Agile Methodologies, Vendor Management, Software Project..., Business Process..., Project Management, SaaS, Business Process, IT Strategy, Cloud Computing, Management, Analytics, Strategy, Program Management, Change Management, Process Improvement, Product Management, Business Development, Enterprise Architecture, Project Portfolio..., Salesforce.com
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Finance, General
University of California, Berkeley 1986 — 1990
Bachelors, Economics
Bank of the West November 2014 - Present
Adobe Systems December 2010 - April 2014
Mckesson October 2006 - December 2010
Autodesk, Inc July 2003 - July 2006
Resources Global Professionals July 2001 - July 2003
Accenture January 1998 - June 2001
Ernst & Young November 1993 - September 1997
Skills
PMP, PMO, IT Service Management, Information Technology, Leadership, Enterprise Software, Business Intelligence, Business Analysis, SDLC, Cross-functional Team..., Agile Methodologies, Vendor Management, Software Project..., Business Process..., Project Management, SaaS, Business Process, IT Strategy, Cloud Computing, Management, Analytics, Strategy, Program Management, Change Management, Process Improvement, Product Management, Business Development, Enterprise Architecture, Project Portfolio..., Salesforce.com
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Finance, General
University of California, Berkeley 1986 — 1990
Bachelors, Economics
Radha Krishnaswamy's Bank of the West Experience February 2015 - Present
Job Vice President, Online Banking Product Management at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2015 - Present
Bank of the West August 2014 - Present
Consultant at Wells Fargo 2013 - August 2014
Yahoo! 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab & Co. Inc. 2003 - 2005
Intuit 2002 - 2003
E*TRADE Financial 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Product Management, Cross-functional Team..., User Experience, Agile Methodologies, Web Analytics, Mobile Devices, Requirements Analysis, Financial Services, Integration, Product Development, Mobile Applications, Agile Project Management, Online Products, Business Requirements, Competitive Analysis, Web Applications, Strategy, Management, Agile, Electronic Funds..., Product Strategy, Mobile Apps, Online Retail, Usability Testing, Mobile, Six Sigma, Leadership
Education
University of California, Berkeley
MBA, Management
University of Delhi, India
Master of Philosophy (M.Phil.), Operations Research
University of Delhi, India
Master of Arts (M.A.), Operations Research
Bank of the West February 2015 - Present
Bank of the West August 2014 - Present
Consultant at Wells Fargo 2013 - August 2014
Yahoo! 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab & Co. Inc. 2003 - 2005
Intuit 2002 - 2003
E*TRADE Financial 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Product Management, Cross-functional Team..., User Experience, Agile Methodologies, Web Analytics, Mobile Devices, Requirements Analysis, Financial Services, Integration, Product Development, Mobile Applications, Agile Project Management, Online Products, Business Requirements, Competitive Analysis, Web Applications, Strategy, Management, Agile, Electronic Funds..., Product Strategy, Mobile Apps, Online Retail, Usability Testing, Mobile, Six Sigma, Leadership
Education
University of California, Berkeley
MBA, Management
University of Delhi, India
Master of Philosophy (M.Phil.), Operations Research
University of Delhi, India
Master of Arts (M.A.), Operations Research
Trevor Deng's Bank of the West Experience April 2011 - Present
Job Business Banking and Commercial Lending at Bank of the West
Industry Banking
Experience
Bank of the West April 2011 - Present
Wells Fargo May 2008 - April 2011
Washington Mutual November 2007 - May 2008
US Bank June 2004 - November 2007
U.S. Bank 2003 - 2007
Y5 Communications March 2003 - May 2005
jd brown 1997 - 1999
ccdc 1995 - 1999
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Mergers, Loans, Business Relationship..., Credit Analysis, Startup Consulting, Real Estate Finance, Real Estate Investor, Technology Integration, Credit Risk, Mergers, Wealth Management, Start-ups
Education
University of California, Davis 1999 — 1999
BA, Economics and Sociology
Bank of the West April 2011 - Present
Wells Fargo May 2008 - April 2011
Washington Mutual November 2007 - May 2008
US Bank June 2004 - November 2007
U.S. Bank 2003 - 2007
Y5 Communications March 2003 - May 2005
jd brown 1997 - 1999
ccdc 1995 - 1999
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Mergers, Loans, Business Relationship..., Credit Analysis, Startup Consulting, Real Estate Finance, Real Estate Investor, Technology Integration, Credit Risk, Mergers, Wealth Management, Start-ups
Education
University of California, Davis 1999 — 1999
BA, Economics and Sociology
Vanessa Midgley's Bank of the West Experience January 2012 - Present
Job Shareholder Financial Reporting, Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West January 2012 - Present
KPMG July 2009 - March 2012
KPMG LLP December 2004 - June 2009
KPMG UK August 2007 - May 2009
Skills
Financial Reporting, US GAAP, Process Improvement, Financial Analysis, Accounting, Financial Risk, Management, GAAP, Internal Controls, Finance, Sarbanes-Oxley Act, Financial Services, Financial Modeling, Auditing, Financial Accounting
Education
University of California, Berkeley, Haas School of Business 2000 — 2004
BS Business Administration, Accounting
Bank of the West January 2012 - Present
KPMG July 2009 - March 2012
KPMG LLP December 2004 - June 2009
KPMG UK August 2007 - May 2009
Skills
Financial Reporting, US GAAP, Process Improvement, Financial Analysis, Accounting, Financial Risk, Management, GAAP, Internal Controls, Finance, Sarbanes-Oxley Act, Financial Services, Financial Modeling, Auditing, Financial Accounting
Education
University of California, Berkeley, Haas School of Business 2000 — 2004
BS Business Administration, Accounting
Seva Kogan's Bank of the West Experience May 2013 - August 2013
Job Experienced Senior QA Lead
Industry Computer Software
Experience
SalesForce December 2013 - June 2014
Bank of the West May 2013 - August 2013
Wells Fargo June 2010 - May 2013
Wells Fargo March 2006 - June 2010
Thirdlane.com December 2004 - February 2006
BamX Motorsport December 2001 - November 2004
Skills
ClearQuest, HTML, Dreamweaver, Flash, QTP, Quality Assurance, Software Quality..., Release Management, User Acceptance Testing, Black Box Testing, Wells Fargo, Brand Ambassadors, Analysis, Quality Center, Project Management, SDLC, Test Cases, Testing, Test Automation, Integration, Visio, System Testing, Software Documentation, Manual Testing, Databases
Education
UC Berkeley 2011 — 2013
PMP in progress, Information Technology Project Management
Phoenix University 2006 — 2008
BS, Computer Science
SalesForce December 2013 - June 2014
Bank of the West May 2013 - August 2013
Wells Fargo June 2010 - May 2013
Wells Fargo March 2006 - June 2010
Thirdlane.com December 2004 - February 2006
BamX Motorsport December 2001 - November 2004
Skills
ClearQuest, HTML, Dreamweaver, Flash, QTP, Quality Assurance, Software Quality..., Release Management, User Acceptance Testing, Black Box Testing, Wells Fargo, Brand Ambassadors, Analysis, Quality Center, Project Management, SDLC, Test Cases, Testing, Test Automation, Integration, Visio, System Testing, Software Documentation, Manual Testing, Databases
Education
UC Berkeley 2011 — 2013
PMP in progress, Information Technology Project Management
Phoenix University 2006 — 2008
BS, Computer Science
Charles Bang's Bank of the West Experience June 2013 - Present
Job
Industry Computer Software
Experience
Bank of the West June 2013 - Present
Bank of America 2007 - June 2013
NetDeposit 2003 - 2007
eFORCE 2003 - 2003
Alpha Innotech Corp. 2001 - 2003
Steelwedge 2001 - 2001
Lockheed Martin 2000 - 2001
Atomic Tangerine 2000 - 2001
NerveWire 1999 - 2000
NCR 1998 - 2000
Skills
Product Management, Banking, Payments, Payment Systems, Leadership, Software Development, Risk Management, Product Development, Financial Services, Vendor Management, Internet Banking, Software Project...
Education
University of California, Davis 1980 — 1986
Bank of the West June 2013 - Present
Bank of America 2007 - June 2013
NetDeposit 2003 - 2007
eFORCE 2003 - 2003
Alpha Innotech Corp. 2001 - 2003
Steelwedge 2001 - 2001
Lockheed Martin 2000 - 2001
Atomic Tangerine 2000 - 2001
NerveWire 1999 - 2000
NCR 1998 - 2000
Skills
Product Management, Banking, Payments, Payment Systems, Leadership, Software Development, Risk Management, Product Development, Financial Services, Vendor Management, Internet Banking, Software Project...
Education
University of California, Davis 1980 — 1986
Fernandes, Chris's Bank of the West Experience June 1997 - Present
Job Vice President at Bank of the West
Industry Capital Markets
Experience
Bank of the West June 1997 - Present
Education
University of California, Berkeley
Bank of the West June 1997 - Present
Education
University of California, Berkeley
Heather Ferrol's Bank of the West Experience May 2013 - Present
Job Treasury ALM at Bank of the West
Industry Financial Services
Experience
Bank of the West May 2013 - Present
Bank of the West August 2009 - April 2013
Washington Mutual Card Services April 2007 - August 2009
Washington Mutual Card Services July 2006 - April 2007
Washington Mutual Card Services September 2005 - June 2006
Skills
Financial Modeling, Strategic Financial..., Analytics, Forecasting, Portfolio Management, Finance
Education
University of California, Berkeley 2001 — 2005
BA, Economics
Bank of the West May 2013 - Present
Bank of the West August 2009 - April 2013
Washington Mutual Card Services April 2007 - August 2009
Washington Mutual Card Services July 2006 - April 2007
Washington Mutual Card Services September 2005 - June 2006
Skills
Financial Modeling, Strategic Financial..., Analytics, Forecasting, Portfolio Management, Finance
Education
University of California, Berkeley 2001 — 2005
BA, Economics
Lana Lau's Bank of the West Experience 1990 - 2002
Job Loan Documentation Specialist at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2008 - Present
Greater Bay Bank. May 2004 - March 2008
Bank of the West 1990 - 2002
Bank of the West (formerly Central Bank) 1976 - 1990
Education
University of California, Berkeley
BA
Wells Fargo Bank March 2008 - Present
Greater Bay Bank. May 2004 - March 2008
Bank of the West 1990 - 2002
Bank of the West (formerly Central Bank) 1976 - 1990
Education
University of California, Berkeley
BA
Monica Taymuree's Bank of the West Experience November 2014 - Present
Job Vice President, Small Business Strategy Program Manager at Bank of the West
Industry Marketing and Advertising
Experience
Bank of the West November 2014 - Present
Bank of the West November 2010 - November 2014
Bank of the West October 2007 - November 2010
Safeway Inc April 2006 - June 2007
Safeway Inc June 2005 - April 2006
Bank of the West 1999 - 2005
Skills
Advertising, CRM, Campaign Management, Customer Service, Digital Marketing, Direct Mail, Direct Marketing, Email Marketing, Integrated Marketing, Management, Marketing, Marketing Communications, Marketing Strategy, Merchandising, Public Relations, Sales, Social Media Marketing
Education
University of California, Berkeley
Bachelor of Arts, Mass Communications
Bank of the West November 2014 - Present
Bank of the West November 2010 - November 2014
Bank of the West October 2007 - November 2010
Safeway Inc April 2006 - June 2007
Safeway Inc June 2005 - April 2006
Bank of the West 1999 - 2005
Skills
Advertising, CRM, Campaign Management, Customer Service, Digital Marketing, Direct Mail, Direct Marketing, Email Marketing, Integrated Marketing, Management, Marketing, Marketing Communications, Marketing Strategy, Merchandising, Public Relations, Sales, Social Media Marketing
Education
University of California, Berkeley
Bachelor of Arts, Mass Communications
Kathy Grover's Bank of the West Experience November 2010 - Present
Job VP Sales & Use Tax, Bank of the West
Industry Financial Services
Experience
Bank of the West November 2010 - Present
True Partners Consulting LLC August 2008 - October 2010
Hitachi GST December 2002 - December 2007
Commerce One 2000 - 2002
Arthur Andersen 1995 - 2000
Skills
State Tax, Tax, Sales & Use Tax
Education
University of California, Berkeley, Haas School of Business 1986 — 1990
Bank of the West November 2010 - Present
True Partners Consulting LLC August 2008 - October 2010
Hitachi GST December 2002 - December 2007
Commerce One 2000 - 2002
Arthur Andersen 1995 - 2000
Skills
State Tax, Tax, Sales & Use Tax
Education
University of California, Berkeley, Haas School of Business 1986 — 1990
Dean Aure's Bank of the West Experience January 2008 - Present
Job VPBank of the West
Industry Financial Services
Experience
Bank of the West January 2008 - Present
Wachovia (formerly World Savings) May 1994 - July 2007
Wachovia (formerly World Savings) May 2001 - June 2007
World Savings 1999 - 2001
World Savings 1997 - 1999
World Savings 1994 - 1997
Education
University of California, Berkeley 1984 — 1989
Bank of the West January 2008 - Present
Wachovia (formerly World Savings) May 1994 - July 2007
Wachovia (formerly World Savings) May 2001 - June 2007
World Savings 1999 - 2001
World Savings 1997 - 1999
World Savings 1994 - 1997
Education
University of California, Berkeley 1984 — 1989
Alan Villezar's Bank of the West Experience May 2007 - Present
Job Financial Services Consultant at Bank of the West
Industry Banking
Experience
Bank of the West May 2007 - Present
USBank August 2005 - January 2007
California Savings Bank August 2002 - March 2005
Skills
Banking, Customer Service, Consumer Lending, Retail Banking, Lines Of Credit, Credit, Risk Management, Commercial Banking, Mortgage Lending, Loans, Credit Analysis, Cross Selling, Small Business Lending, Commercial Lending, Microsoft Excel
Education
University of California, Davis
BS, Managerial Economics
Bank of the West May 2007 - Present
USBank August 2005 - January 2007
California Savings Bank August 2002 - March 2005
Skills
Banking, Customer Service, Consumer Lending, Retail Banking, Lines Of Credit, Credit, Risk Management, Commercial Banking, Mortgage Lending, Loans, Credit Analysis, Cross Selling, Small Business Lending, Commercial Lending, Microsoft Excel
Education
University of California, Davis
BS, Managerial Economics
Kathy Heath's Bank of the West Experience January 2014 - Present
Job Accounting Manager & Vice President at Bank of the West
Industry Accounting
Experience
Bank of the West January 2014 - Present
Education
University of California, Berkeley, Haas School of Business
BS
Bank of the West January 2014 - Present
Education
University of California, Berkeley, Haas School of Business
BS
Mariko Gray's Bank of the West Experience October 2011 - March 2012
Job Senior Accoutant at AAA Northern California, Nevada & Utah Insurance Exchange
Industry Banking
Experience
AAA Northern California, Nevada & Utah Insurance Exchange March 2012 - Present
Bank of the West October 2011 - March 2012
The PMI Group, Inc. November 2009 - October 2011
Longs Drugs April 2005 - June 2009
KPMG Audit October 2002 - April 2005
Skills
Financial Reporting, Accounting, General Ledger, Financial Accounting, Account Reconciliation, GAAP, Journal Entries, Financial Analysis, Excel, Process Improvement, Audit, Analysis, Auditing, Financial Statements, Internal Controls, Finance
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
BS, Business Administration
Santa Rosa Junior College 1997 — 2000
AA/AS, Accounting
AAA Northern California, Nevada & Utah Insurance Exchange March 2012 - Present
Bank of the West October 2011 - March 2012
The PMI Group, Inc. November 2009 - October 2011
Longs Drugs April 2005 - June 2009
KPMG Audit October 2002 - April 2005
Skills
Financial Reporting, Accounting, General Ledger, Financial Accounting, Account Reconciliation, GAAP, Journal Entries, Financial Analysis, Excel, Process Improvement, Audit, Analysis, Auditing, Financial Statements, Internal Controls, Finance
Education
University of California, Berkeley, Haas School of Business 2000 — 2002
BS, Business Administration
Santa Rosa Junior College 1997 — 2000
AA/AS, Accounting
Soyen Shih's Bank of the West Experience November 2011 - March 2013
Job Basel Compliance
Industry Financial Services
Experience
Wells Fargo Consumer Credit Solutions April 2014 - Present
Union Bank April 2013 - April 2014
Bank of the West November 2011 - March 2013
Wells Fargo Home Equity Group October 2010 - November 2011
Wells Fargo Home Equity Group October 2008 - September 2010
WaMu September 2004 - September 2008
UPS July 2001 - August 2004
Skills
Valuation, Credit Risk, Enterprise Risk..., ALLL, Basel II, Mortgage Lending, Portfolio Analytics, SAS
Education
University of California, Davis 2007 — 2010
MBA, Finance & Marketing
University of California, Berkeley 1997 — 2001
BS, Industrial Engineering & Operations Research
Wells Fargo Consumer Credit Solutions April 2014 - Present
Union Bank April 2013 - April 2014
Bank of the West November 2011 - March 2013
Wells Fargo Home Equity Group October 2010 - November 2011
Wells Fargo Home Equity Group October 2008 - September 2010
WaMu September 2004 - September 2008
UPS July 2001 - August 2004
Skills
Valuation, Credit Risk, Enterprise Risk..., ALLL, Basel II, Mortgage Lending, Portfolio Analytics, SAS
Education
University of California, Davis 2007 — 2010
MBA, Finance & Marketing
University of California, Berkeley 1997 — 2001
BS, Industrial Engineering & Operations Research
Mary McKeegan's Bank of the West Experience December 2014 - Present
Job Senior Vice President Brand & Creative Services at Bank of the West
Industry Banking
Experience
Bank of the West December 2014 - Present
Bank of the West August 2010 - November 2014
Bank of the West January 2007 - July 2010
Franklin Templeton Investments April 2004 - December 2006
PHD May 2001 - April 2004
The Media Edge February 1997 - May 2001
Hoffman/Lewis June 1994 - February 1997
Goldberg Moser O'Neill (Chiat/Day) February 1988 - May 1993
Skills
Brand Strategy, Advertising, Digital Marketing, Marketing Research, Media Planning, Creative Strategy, Marketing Strategy, Segmentation, Online Advertising, Financial Services, Integrated Marketing, Competitive Analysis, Marketing, Cross-functional Team..., Market Research, Analytics, Strategic Planning, Social Media Marketing, Strategy, Brand Architecture, Sponsorship
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2000
MBA
University of California, Berkeley 1983 — 1987
Bachelor of Arts (B.A.)
Bank of the West December 2014 - Present
Bank of the West August 2010 - November 2014
Bank of the West January 2007 - July 2010
Franklin Templeton Investments April 2004 - December 2006
PHD May 2001 - April 2004
The Media Edge February 1997 - May 2001
Hoffman/Lewis June 1994 - February 1997
Goldberg Moser O'Neill (Chiat/Day) February 1988 - May 1993
Skills
Brand Strategy, Advertising, Digital Marketing, Marketing Research, Media Planning, Creative Strategy, Marketing Strategy, Segmentation, Online Advertising, Financial Services, Integrated Marketing, Competitive Analysis, Marketing, Cross-functional Team..., Market Research, Analytics, Strategic Planning, Social Media Marketing, Strategy, Brand Architecture, Sponsorship
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2000
MBA
University of California, Berkeley 1983 — 1987
Bachelor of Arts (B.A.)
Debbie Fournier's Bank of the West Experience March 2011 - Present
Job SVP, Risk Policy & Grading at Bank of the West
Industry Banking
Experience
Bank of the West March 2011 - Present
Bank of the West June 2001 - March 2011
Bank of the West January 1992 - March 2011
Bank of the West January 1999 - January 2001
East Bay Business Banking January 1996 - January 1999
various offices January 1994 - January 1996
Financial Center Bank January 1986 - January 1992
Crocker Bank July 1980 - August 1986
Skills
Risk Management, Strategy, Credit, Management, Portfolio Management, Credit Risk, Loans, Small Business Lending, Commercial Banking, Leadership, Strategic Planning, Contract Negotiation, Change Management, Basel II, Banking
Education
Pacific Coast Banking School 1999 — 2001
University of California, Berkeley, Haas School of Business 1976 — 1980
BS, Applied Economics
Bank of the West March 2011 - Present
Bank of the West June 2001 - March 2011
Bank of the West January 1992 - March 2011
Bank of the West January 1999 - January 2001
East Bay Business Banking January 1996 - January 1999
various offices January 1994 - January 1996
Financial Center Bank January 1986 - January 1992
Crocker Bank July 1980 - August 1986
Skills
Risk Management, Strategy, Credit, Management, Portfolio Management, Credit Risk, Loans, Small Business Lending, Commercial Banking, Leadership, Strategic Planning, Contract Negotiation, Change Management, Basel II, Banking
Education
Pacific Coast Banking School 1999 — 2001
University of California, Berkeley, Haas School of Business 1976 — 1980
BS, Applied Economics
Elijah Padua's Bank of the West Experience June 2014 - Present
Job Talent Acquisition Consultant at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2014 - Present
Wells Fargo September 2011 - June 2014
Wells Fargo Bank December 2010 - September 2011
Wachovia Bank, a Wells Fargo Company November 2006 - December 2010
Finesse Personnel May 2004 - October 2006
Skills
Recruiting, Sourcing, Human Resources, Management, Cold Calling, Sales, Strategic Sourcing, Banking, Financial Services, Credit, Relationship Management, Mortgage Lending, Loans, Retail Banking, Applicant Tracking..., Talent Acquisition, College Recruiting, Onboarding, Coaching, Strategy, Portfolio Management
Education
University of California, Berkeley 1999 — 2003
Bachelor of Arts, Molecular & Cell Biology (Emphasis in Neurobiology)
Bank of the West June 2014 - Present
Wells Fargo September 2011 - June 2014
Wells Fargo Bank December 2010 - September 2011
Wachovia Bank, a Wells Fargo Company November 2006 - December 2010
Finesse Personnel May 2004 - October 2006
Skills
Recruiting, Sourcing, Human Resources, Management, Cold Calling, Sales, Strategic Sourcing, Banking, Financial Services, Credit, Relationship Management, Mortgage Lending, Loans, Retail Banking, Applicant Tracking..., Talent Acquisition, College Recruiting, Onboarding, Coaching, Strategy, Portfolio Management
Education
University of California, Berkeley 1999 — 2003
Bachelor of Arts, Molecular & Cell Biology (Emphasis in Neurobiology)
Theresa English's Bank of the West Experience August 1988 - August 1992
Job Consultant
Industry Financial Services
Experience
Theresa English January 2009 - Present
BankVison Inc June 2008 - January 2009
New Ventures 2008 - 2008
Wachovia Bank November 2002 - October 2007
Pacific Service Credit Union August 1992 - October 2002
Bank of the West August 1988 - August 1992
Education
University of California, Berkeley
BA, History
Theresa English January 2009 - Present
BankVison Inc June 2008 - January 2009
New Ventures 2008 - 2008
Wachovia Bank November 2002 - October 2007
Pacific Service Credit Union August 1992 - October 2002
Bank of the West August 1988 - August 1992
Education
University of California, Berkeley
BA, History
Jason Tydeman's Bank of the West Experience 2003 - 2005
Job Senior Loan Officer at Bay Area Development Company
Industry Banking
Experience
Bay Area Development Company November 2013 - Present
TMC Financing January 2013 - November 2013
REsource Capital November 2005 - December 2012
Bank of the West 2003 - 2005
Wachovia Small Business Capital 1998 - 2003
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Mortgages, Credit Analysis, Asset Based Lending, Loans, Credit, SBA 504, SBA, Loan Origination, Commercial Banking, Underwriting, Mortgage Lending, Refinance, Commercial Real Estate, Real Estate, Loan Servicing, Commercial Finance, Real Estate Financing, Banking, Real Estate Economics, Mortgage Banking, Construction Loans, Portfolio Management, Consumer Lending
Education
University of California, Berkeley 1996 — 1998
Bay Area Development Company November 2013 - Present
TMC Financing January 2013 - November 2013
REsource Capital November 2005 - December 2012
Bank of the West 2003 - 2005
Wachovia Small Business Capital 1998 - 2003
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Mortgages, Credit Analysis, Asset Based Lending, Loans, Credit, SBA 504, SBA, Loan Origination, Commercial Banking, Underwriting, Mortgage Lending, Refinance, Commercial Real Estate, Real Estate, Loan Servicing, Commercial Finance, Real Estate Financing, Banking, Real Estate Economics, Mortgage Banking, Construction Loans, Portfolio Management, Consumer Lending
Education
University of California, Berkeley 1996 — 1998
Ann Higa's Bank of the West Experience September 2015 - Present
Job Regional Banking Group Training at Bank of the West
Industry Financial Services
Experience
Bank of the West September 2015 - Present
Bank of the West January 2013 - Present
Bank of the West 1999 - Present
Education
University of California, Davis
Bachelor of Arts (BA), Psychology
University of San Francisco
Master of Arts (MA), Human Resources and Organizational Development
Bank of the West September 2015 - Present
Bank of the West January 2013 - Present
Bank of the West 1999 - Present
Education
University of California, Davis
Bachelor of Arts (BA), Psychology
University of San Francisco
Master of Arts (MA), Human Resources and Organizational Development
Brett Sheehan's Bank of the West Experience 1982 - 1988
Job Professor at University of Southern California
Industry Higher Education
Experience
University of Southern California September 2006 - Present
University of Wisconsin-Madison September 2004 - September 2006
University of Wisconsin-Madison September 1998 - September 2004
Bank of the West 1982 - 1988
Skills
Statistics, Qualitative Research, Matlab, Public Speaking, Data Analysis, SPSS, Microsoft Office, Editing, Nonprofits, Community Outreach, University Teaching, Lecturing, Research
Education
University of California, Berkeley 1990 — 1997
Ph.D., Chinese History
University of Washington 1988 — 1990
MA, East Asian Studies
University of Denver 1978 — 1982
BSBA, Finance, General
University of Southern California September 2006 - Present
University of Wisconsin-Madison September 2004 - September 2006
University of Wisconsin-Madison September 1998 - September 2004
Bank of the West 1982 - 1988
Skills
Statistics, Qualitative Research, Matlab, Public Speaking, Data Analysis, SPSS, Microsoft Office, Editing, Nonprofits, Community Outreach, University Teaching, Lecturing, Research
Education
University of California, Berkeley 1990 — 1997
Ph.D., Chinese History
University of Washington 1988 — 1990
MA, East Asian Studies
University of Denver 1978 — 1982
BSBA, Finance, General
Jon Bae's Bank of the West Experience April 2015 - Present
Job BBO, Vice President at Bank of the West
Industry Banking
Experience
Bank of the West April 2015 - Present
Citibank May 2007 - July 2014
Skills
Credit, Business Development, Management Consulting, Business Strategy, Loans, Commercial Banking, Banking, Commercial Lending, Relationship Management, Portfolio Management, Financial Modeling, New Business Development, Underwriting, Loan Origination, Credit Cards, Lines Of Credit, SBA
Education
UC Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Economics
Bank of the West April 2015 - Present
Citibank May 2007 - July 2014
Skills
Credit, Business Development, Management Consulting, Business Strategy, Loans, Commercial Banking, Banking, Commercial Lending, Relationship Management, Portfolio Management, Financial Modeling, New Business Development, Underwriting, Loan Origination, Credit Cards, Lines Of Credit, SBA
Education
UC Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Economics
Tony Cravotto's Bank of the West Experience November 2010 - March 2011
Job HR Professional
Industry Insurance
Experience
Presidio Graduate School December 2011 - October 2012
Bank of the West November 2010 - March 2011
Combined Insurance March 2006 - February 2010
Heald College July 2004 - June 2005
Heald College January 2003 - June 2004
Heald College February 2001 - December 2002
Heald College March 2000 - January 2001
Bechtel Corporation January 1987 - August 1999
Bechtel Corporation February 1972 - December 1986
Skills
Employee Relations, Human Relations, Investigations, Performance Management, Customer Service, Interviewing, Microsoft Office, Talent Management, Background Checks, Coaching, Performance Appraisal, Interviews, Training, Onboarding
Education
University of California, Berkeley 1967 — 1971
BA, Music
Presidio Graduate School December 2011 - October 2012
Bank of the West November 2010 - March 2011
Combined Insurance March 2006 - February 2010
Heald College July 2004 - June 2005
Heald College January 2003 - June 2004
Heald College February 2001 - December 2002
Heald College March 2000 - January 2001
Bechtel Corporation January 1987 - August 1999
Bechtel Corporation February 1972 - December 1986
Skills
Employee Relations, Human Relations, Investigations, Performance Management, Customer Service, Interviewing, Microsoft Office, Talent Management, Background Checks, Coaching, Performance Appraisal, Interviews, Training, Onboarding
Education
University of California, Berkeley 1967 — 1971
BA, Music
Karin Lin's Bank of the West Experience February 2015 - Present
Job Banking Services Compliance Officer III, VP at Bank of the West
Industry Banking
Experience
Bank of the West February 2015 - Present
Education
University of California, Berkeley 2003 — 2005
Bachelor's Degree
Bank of the West February 2015 - Present
Education
University of California, Berkeley 2003 — 2005
Bachelor's Degree
Ling Liu's Bank of the West Experience January 2012 - Present
Job CFMO at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Bank of the West January 2012 - Present
Wells Fargo 2009 - January 2012
JPMorgan Chase 2008 - 2009
Washington Mutual Card Services March 2007 - September 2008
Washington Mutual Card Services October 2005 - March 2007
Providian Financial June 2003 - October 2005
Providian Financial June 2001 - June 2003
Skills
Credit Risk, Forecasting, Risk Management, Analytics, Predictive Modeling
Education
University of California, Berkeley 1998 — 2001
MA, BioStatistics
Wells Fargo August 2014 - Present
Bank of the West January 2012 - Present
Wells Fargo 2009 - January 2012
JPMorgan Chase 2008 - 2009
Washington Mutual Card Services March 2007 - September 2008
Washington Mutual Card Services October 2005 - March 2007
Providian Financial June 2003 - October 2005
Providian Financial June 2001 - June 2003
Skills
Credit Risk, Forecasting, Risk Management, Analytics, Predictive Modeling
Education
University of California, Berkeley 1998 — 2001
MA, BioStatistics
Myla Villena's Bank of the West Experience 2011 - Present
Job Assistant Vice President, Operational Risk at Bank of the West
Industry Banking
Experience
Bank of the West 2011 - Present
Blue Shield of California 2009 - 2011
Washington Mutual Card Services 2008 - 2009
Washington Mutual Card Services 2003 - 2008
Providian Financial 1996 - 2000
Skills
Enterprise Risk..., Auditing, Risk Management, Internal Audit, Internal Controls, Operational Risk..., Banking, Operational Risk, Sarbanes-Oxley, Risk Assessment, IT Audit, COSO
Education
University of California, Berkeley
B.A., Economics
Bank of the West 2011 - Present
Blue Shield of California 2009 - 2011
Washington Mutual Card Services 2008 - 2009
Washington Mutual Card Services 2003 - 2008
Providian Financial 1996 - 2000
Skills
Enterprise Risk..., Auditing, Risk Management, Internal Audit, Internal Controls, Operational Risk..., Banking, Operational Risk, Sarbanes-Oxley, Risk Assessment, IT Audit, COSO
Education
University of California, Berkeley
B.A., Economics
Elyse Heilshorn's Bank of the West Experience June 2006 - December 2010
Job Sr. Environmental Health Inspector at San Francisco Department of Health
Industry Banking
Experience
San Francisco Department of Health January 2011 - Present
Bank of the West June 2006 - December 2010
Woodward Clyde consultants 1985 - 1989
Education
University of California, Berkeley
MS, Environmental Engineering
San Francisco Department of Health January 2011 - Present
Bank of the West June 2006 - December 2010
Woodward Clyde consultants 1985 - 1989
Education
University of California, Berkeley
MS, Environmental Engineering
Sandra MontesDeOca's Bank of the West Experience June 2015 - Present
Job AVP Compliance Officer, Commercial Banking Group (CBG) Compliance Risk, Strategy & Administration at Bank of the West
Industry Banking
Experience
Bank of the West June 2015 - Present
Skills
Credit, Mortgage Lending, Loans, Analytical Skills, Mortgage Banking, Underwriting, Loan Servicing, Time Management, Credit Analysis, Portfolio Management, Credit Risk, Leadership, Loan Origination, Mortgage Underwriting, Finance, Loss Mitigation, Analysis, Insurance, Management, Training, Banking, Negotiation, Risk Management, Financial Analysis, Process Improvement, Financial Risk, Customer Service, Strategy, Fraud Detection, Policy Analysis, Data Analysis, SharePoint, Microsoft SQL Server, Microsoft Office, Microsoft Word, Microsoft Project, Internal Control..., Control Assessements, Operational Risk
Education
University of San Francisco 2008 — 2010
Bachelor of Science, Applied Economics, 3.95
University of California, Berkeley
UC EXTENSION PROGRAM CERTIFICATE IN PROJECT MANAGEMENT, Project Management, 4.
Bank of the West June 2015 - Present
Skills
Credit, Mortgage Lending, Loans, Analytical Skills, Mortgage Banking, Underwriting, Loan Servicing, Time Management, Credit Analysis, Portfolio Management, Credit Risk, Leadership, Loan Origination, Mortgage Underwriting, Finance, Loss Mitigation, Analysis, Insurance, Management, Training, Banking, Negotiation, Risk Management, Financial Analysis, Process Improvement, Financial Risk, Customer Service, Strategy, Fraud Detection, Policy Analysis, Data Analysis, SharePoint, Microsoft SQL Server, Microsoft Office, Microsoft Word, Microsoft Project, Internal Control..., Control Assessements, Operational Risk
Education
University of San Francisco 2008 — 2010
Bachelor of Science, Applied Economics, 3.95
University of California, Berkeley
UC EXTENSION PROGRAM CERTIFICATE IN PROJECT MANAGEMENT, Project Management, 4.
Reed Galbraith's Bank of the West Experience December 2011 - Present
Job Fraud Prevention Data Analyst at Bank of the West
Industry Banking
Experience
Bank of the West December 2011 - Present
Wells Fargo May 2010 - November 2011
Washington Mutual Card Services June 2008 - October 2009
Washington Mutual Card Services March 1999 - June 2008
Skills
Oracle, Teradata, SAS, PL/SQL, Microsoft SQL Server, T-SQL, Data Analysis, Crystal Reports, Business Process, Data Modeling, Data Warehousing
Education
University of California, Berkeley 1994 — 1997
Bachelor of Arts, Music
SAS Institute
SAS Programming 1 and 2
Bank of the West December 2011 - Present
Wells Fargo May 2010 - November 2011
Washington Mutual Card Services June 2008 - October 2009
Washington Mutual Card Services March 1999 - June 2008
Skills
Oracle, Teradata, SAS, PL/SQL, Microsoft SQL Server, T-SQL, Data Analysis, Crystal Reports, Business Process, Data Modeling, Data Warehousing
Education
University of California, Berkeley 1994 — 1997
Bachelor of Arts, Music
SAS Institute
SAS Programming 1 and 2
Sofia Van Valin's Bank of the West Experience April 2015 - Present
Job Mortgage Banker at Bank of the West
Industry Financial Services
Experience
Bank of the West April 2015 - Present
Citi January 2007 - March 2015
WASAU MORTGAGE March 2004 - October 2006
Washington Mutual Bank/ July 2001 - February 2004
Education
University of California, Berkeley 1999 — 2001
Computer Information System
Bank of the West April 2015 - Present
Citi January 2007 - March 2015
WASAU MORTGAGE March 2004 - October 2006
Washington Mutual Bank/ July 2001 - February 2004
Education
University of California, Berkeley 1999 — 2001
Computer Information System
Clark Jorgensen, CFA, CAIA's Bank of the West Experience March 2013 - Present
Job Senior Portfolio Manager at Bank of the West | BNP Paribas
Industry Investment Management
Experience
Bank of the West March 2013 - Present
Private Wealth Partners, LLC March 2012 - March 2013
Carrick Bend Advisors July 2009 - March 2012
US Trust, Bank of America Private Wealth Management September 2006 - March 2009
Jorgensen Capital Management 2004 - 2006
HighMark Capital Management 2001 - 2003
HighMark Capital Management 1999 - 2001
HighMark Capital Management 1998 - 1999
Skills
Equities, Portfolio Management, Investment Strategies, Asset Management, Investments, Asset Allocation
Education
University of California, Berkeley
Loomis Chaffee
Bank of the West March 2013 - Present
Private Wealth Partners, LLC March 2012 - March 2013
Carrick Bend Advisors July 2009 - March 2012
US Trust, Bank of America Private Wealth Management September 2006 - March 2009
Jorgensen Capital Management 2004 - 2006
HighMark Capital Management 2001 - 2003
HighMark Capital Management 1999 - 2001
HighMark Capital Management 1998 - 1999
Skills
Equities, Portfolio Management, Investment Strategies, Asset Management, Investments, Asset Allocation
Education
University of California, Berkeley
Loomis Chaffee
Mark L Horn's Bank of the West Experience November 2003 - June 2005
Job Senior Managing Director for Technology, Private Equity and Life Sciences Practices
Industry Banking
Experience
East West Bank July 2011 - Present
Comerica Bank June 2005 - July 2011
Bank of the West November 2003 - June 2005
Silicon Valley Bank September 1997 - July 2003
Sakura Bank 1996 - 1997
California First Bank 1981 - 1985
Skills
Asset Managment, Portfolio Management, Venture Capital, Private Equity, Banking, Finance
Education
University of Washington 1988 — 1990
Pacific Coast Banking School, Commercial Banking
University of California, Berkeley, Haas School of Business 1981 — 1982
MBA, Finance, Organizational Behavior Industrial Relations
University of Illinois at Urbana-Champaign - College of Business 1977 — 1979
BS, Finance, Economics
East West Bank July 2011 - Present
Comerica Bank June 2005 - July 2011
Bank of the West November 2003 - June 2005
Silicon Valley Bank September 1997 - July 2003
Sakura Bank 1996 - 1997
California First Bank 1981 - 1985
Skills
Asset Managment, Portfolio Management, Venture Capital, Private Equity, Banking, Finance
Education
University of Washington 1988 — 1990
Pacific Coast Banking School, Commercial Banking
University of California, Berkeley, Haas School of Business 1981 — 1982
MBA, Finance, Organizational Behavior Industrial Relations
University of Illinois at Urbana-Champaign - College of Business 1977 — 1979
BS, Finance, Economics
Cyruz Perez's Bank of the West Experience April 2012 - May 2013
Job Response Center Engineer at Endsight
Industry Information Technology and Services
Experience
Endsight June 2013 - Present
Bank of the West April 2012 - May 2013
Majestic Equity Group 2009 - 2013
Bank of the West September 2008 - April 2012
Skills
Printers, Troubleshooting, Data Entry, Microsoft Word, Project Management, Software Documentation, Computer Hardware, Customer Service
Education
University of California, Davis 2002 — 2005
B.A., Psychology
Endsight June 2013 - Present
Bank of the West April 2012 - May 2013
Majestic Equity Group 2009 - 2013
Bank of the West September 2008 - April 2012
Skills
Printers, Troubleshooting, Data Entry, Microsoft Word, Project Management, Software Documentation, Computer Hardware, Customer Service
Education
University of California, Davis 2002 — 2005
B.A., Psychology
Kristina Kinson's Bank of the West Experience April 2006 - May 2007
Job Compensation & Benefits Analyst at Blackhawk Network
Industry Human Resources
Experience
Blackhawk Network October 2014 - Present
Southern Wine & Spirits January 2013 - September 2014
Southern Wine & Spirits January 2012 - January 2013
Southern Wine & Spirits July 2010 - January 2012
UniversalGiving February 2010 - June 2010
Advantage Sales & Marketing June 2008 - August 2008
Cal Corps Public Service Center October 2007 - May 2008
Bank of the West April 2006 - May 2007
Education
University of California, Berkeley 2007 — 2009
B.S., Business Administration
Blackhawk Network October 2014 - Present
Southern Wine & Spirits January 2013 - September 2014
Southern Wine & Spirits January 2012 - January 2013
Southern Wine & Spirits July 2010 - January 2012
UniversalGiving February 2010 - June 2010
Advantage Sales & Marketing June 2008 - August 2008
Cal Corps Public Service Center October 2007 - May 2008
Bank of the West April 2006 - May 2007
Education
University of California, Berkeley 2007 — 2009
B.S., Business Administration
Bill Fike's Bank of the West Experience June 2000 - May 2005
Job Director at CapitalSource Bank
Industry Banking
Experience
CapitalSource Bank June 2008 - Present
Umpqua Bank CA May 2005 - May 2008
Bank of the West June 2000 - May 2005
Education
Fresno State University 1966 — 1970
Bachelor of Science (BS), Business Administration
University of California, Berkeley 1965 — 1966
None, Pre-Medicine/Pre-Medical Studies
CapitalSource Bank June 2008 - Present
Umpqua Bank CA May 2005 - May 2008
Bank of the West June 2000 - May 2005
Education
Fresno State University 1966 — 1970
Bachelor of Science (BS), Business Administration
University of California, Berkeley 1965 — 1966
None, Pre-Medicine/Pre-Medical Studies
Bruce Diller's Bank of the West Experience June 2014 - Present
Job Vice President at Bank of the West
Industry Real Estate
Experience
Bank of the West June 2014 - Present
ECCU November 2007 - December 2013
Arthur Andersen & Co July 1988 - March 1992
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking
Education
University of California, Berkeley
Bachelor of Science (B.S.), Business/Real Estate
Bank of the West June 2014 - Present
ECCU November 2007 - December 2013
Arthur Andersen & Co July 1988 - March 1992
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking
Education
University of California, Berkeley
Bachelor of Science (B.S.), Business/Real Estate
Nancy Dal Bello's Bank of the West Experience November 2002 - November 2004
Job Director / Portfolio Manager at Union Bank
Industry Banking
Experience
Union Bank June 2014 - Present
U.S. Bank November 2009 - May 2014
Pacific National Bank (FBOP Corp.) (acquired by US Bank in 2009) February 2007 - October 2009
HSBC November 2004 - January 2007
Bank of the West November 2002 - November 2004
Sanwa Bank/United California Bank (acquired by Bank of the West) February 1997 - November 2002
Skills
Asset Management, Commercial Real Estate, Asset Managment, Real Estate Economics, Credit Analysis, Small Business Lending, Commercial Lending, Commercial Mortgages, Loans, Loan Origination, Mortgage Lending, Credit, Real Estate, Underwriting, Banking
Education
University of California, Berkeley
BA
Union Bank June 2014 - Present
U.S. Bank November 2009 - May 2014
Pacific National Bank (FBOP Corp.) (acquired by US Bank in 2009) February 2007 - October 2009
HSBC November 2004 - January 2007
Bank of the West November 2002 - November 2004
Sanwa Bank/United California Bank (acquired by Bank of the West) February 1997 - November 2002
Skills
Asset Management, Commercial Real Estate, Asset Managment, Real Estate Economics, Credit Analysis, Small Business Lending, Commercial Lending, Commercial Mortgages, Loans, Loan Origination, Mortgage Lending, Credit, Real Estate, Underwriting, Banking
Education
University of California, Berkeley
BA
Simon Yang's Bank of the West Experience May 2010 - September 2013
Job Software Engineer at Adap.tv
Industry Banking
Experience
Adap.tv June 2011 - Present
Bank of the West May 2010 - September 2013
Google September 2010 - June 2011
Skills
Data Mining, Python, Java, Analytics, Perl, R, C++, Unix, Linux, MySQL, XML, Software Development, Databases, Distributed Systems, Web Services, Software Engineering
Education
University of California, Berkeley 2008 — 2010
Statistics
Adap.tv June 2011 - Present
Bank of the West May 2010 - September 2013
Google September 2010 - June 2011
Skills
Data Mining, Python, Java, Analytics, Perl, R, C++, Unix, Linux, MySQL, XML, Software Development, Databases, Distributed Systems, Web Services, Software Engineering
Education
University of California, Berkeley 2008 — 2010
Statistics
Michael Woo's Bank of the West Experience 2007 - Present
Job SVP at Bank of the West
Industry Banking
Experience
Bank of the West 2007 - Present
Greater Bay Bank 2006 - 2007
Deloitte 2005 - 2006
Kendall-Jackson Wine Estates 2003 - 2005
Levi Strauss & Co. 1987 - 2003
Skills
Compliance, Financial Reporting, Banking, Tax, Team Building, Insurance, Planning, Corporate Tax, Income Tax, Tax Compliance, Tax Audits, Leadership, Legal Research, Risk Management, Legal Compliance, Legal, Transfer Pricing, Tax Accounting, Auditing, Mergers & Acquisitions, Accounting, Finance, Fixed Assets, Financial Analysis, Tax Research, International Tax, Project Planning, Sarbanes-Oxley Act, SEC filings, Tax Law, Due Diligence
Education
University of San Francisco 1979 — 1982
JD, TAX
UC Berkeley 1975 — 1979
BS Accounting, Accounting and Finance
Bank of the West 2007 - Present
Greater Bay Bank 2006 - 2007
Deloitte 2005 - 2006
Kendall-Jackson Wine Estates 2003 - 2005
Levi Strauss & Co. 1987 - 2003
Skills
Compliance, Financial Reporting, Banking, Tax, Team Building, Insurance, Planning, Corporate Tax, Income Tax, Tax Compliance, Tax Audits, Leadership, Legal Research, Risk Management, Legal Compliance, Legal, Transfer Pricing, Tax Accounting, Auditing, Mergers & Acquisitions, Accounting, Finance, Fixed Assets, Financial Analysis, Tax Research, International Tax, Project Planning, Sarbanes-Oxley Act, SEC filings, Tax Law, Due Diligence
Education
University of San Francisco 1979 — 1982
JD, TAX
UC Berkeley 1975 — 1979
BS Accounting, Accounting and Finance
Luke (James) Hardesty's Bank of the West Experience October 2012 - March 2014
Job Senior Inspecteur, VP at BNP Paribas
Industry Financial Services
Experience
BNP Paribas January 2015 - Present
BNP Paribas March 2014 - January 2015
Bank of the West October 2012 - March 2014
Bank of the West October 2011 - October 2012
Skills
SAS, Visual Basic, SQL, SNL, Microsoft Excel, Microsoft Word, Access Database, VBA, Portfolio Management, Basel II, Banking, Corporate Finance, Credit Risk, Risk Management
Education
University of California, Berkeley 2006 — 2010
BA, Physics
University of California, Berkeley 2006 — 2010
BA, Music
BNP Paribas January 2015 - Present
BNP Paribas March 2014 - January 2015
Bank of the West October 2012 - March 2014
Bank of the West October 2011 - October 2012
Skills
SAS, Visual Basic, SQL, SNL, Microsoft Excel, Microsoft Word, Access Database, VBA, Portfolio Management, Basel II, Banking, Corporate Finance, Credit Risk, Risk Management
Education
University of California, Berkeley 2006 — 2010
BA, Physics
University of California, Berkeley 2006 — 2010
BA, Music
Lily Sanusi's Bank of the West Experience March 2011 - Present
Job Vice Presisdent, Operational Risk Partner
Industry Banking
Experience
Bank of the West March 2011 - Present
Bank of the Orient December 2007 - February 2011
United Commercial Bank April 2001 - November 2007
Skills
Risk Management
Education
University of California, Berkeley 1992 — 1995
BS
Pacific Coast Banking School - UW Seattle
Graduate Banking School
Bank of the West March 2011 - Present
Bank of the Orient December 2007 - February 2011
United Commercial Bank April 2001 - November 2007
Skills
Risk Management
Education
University of California, Berkeley 1992 — 1995
BS
Pacific Coast Banking School - UW Seattle
Graduate Banking School
Lily Ching's Bank of the West Experience April 2013 - November 2014
Job Vice President, Finance
Industry Financial Services
Experience
State Street November 2014 - Present
Bank of the West April 2013 - November 2014
Blue Shield of California July 2011 - April 2013
State Street January 2004 - November 2010
MFS Investment Management 2006 - 2007
Price Waterhouse Coopers May 2000 - December 2003
Education
University of Massachusetts, Amherst 1998 — 2000
BA, Accounting
UC Berkeley
State Street November 2014 - Present
Bank of the West April 2013 - November 2014
Blue Shield of California July 2011 - April 2013
State Street January 2004 - November 2010
MFS Investment Management 2006 - 2007
Price Waterhouse Coopers May 2000 - December 2003
Education
University of Massachusetts, Amherst 1998 — 2000
BA, Accounting
UC Berkeley
Cho Chan's Bank of the West Experience 2013 - Present
Job
Industry Banking
Experience
Bank of the West 2013 - Present
Wells Fargo Bank March 2011 - August 2012
RE/MAX Gold October 2010 - February 2011
University of California, Davis September 2009 - June 2010
United Commercial Bank June 2007 - September 2007
Skills
Credit Analysis, Finance, Investments, Portfolio Management, Financial Analysis, Underwriting, Valuation, Credit
Education
University of California, Davis 2006 — 2010
B.A.
Bank of the West 2013 - Present
Wells Fargo Bank March 2011 - August 2012
RE/MAX Gold October 2010 - February 2011
University of California, Davis September 2009 - June 2010
United Commercial Bank June 2007 - September 2007
Skills
Credit Analysis, Finance, Investments, Portfolio Management, Financial Analysis, Underwriting, Valuation, Credit
Education
University of California, Davis 2006 — 2010
B.A.
Sandra Bueno-Salas's Bank of the West Experience August 2008 - Present
Job Financial Service Officer at Bank of the West
Industry Banking
Experience
Bank of the West August 2008 - Present
Oakland Municipal Credit Union August 2000 - August 2008
Tamalpais Bank in San Rafael March 1999 - July 2000
TRI Capital Corporation in San Francisco April 1997 - March 1999
Education
University of California, Berkeley 1987 — 1991
Bachelors, Major in Sociology, Minor in Business
Bank of the West August 2008 - Present
Oakland Municipal Credit Union August 2000 - August 2008
Tamalpais Bank in San Rafael March 1999 - July 2000
TRI Capital Corporation in San Francisco April 1997 - March 1999
Education
University of California, Berkeley 1987 — 1991
Bachelors, Major in Sociology, Minor in Business
Gabriele Tran's Bank of the West Experience September 2014 - Present
Job Vice President
Industry Banking
Experience
Bank of the West September 2014 - Present
Bank of the West March 2014 - Present
Bank of the West January 2012 - February 2014
Bank of the West July 2010 - December 2011
Bank of the West April 2010 - June 2010
Environmental Chemical Corporation June 2009 - September 2009
Environmental Chemical Corporation July 2008 - September 2008
Education
University of California, Davis
BA, Economics, Minor in Psychology, June 2010, 4.0
Bank of the West September 2014 - Present
Bank of the West March 2014 - Present
Bank of the West January 2012 - February 2014
Bank of the West July 2010 - December 2011
Bank of the West April 2010 - June 2010
Environmental Chemical Corporation June 2009 - September 2009
Environmental Chemical Corporation July 2008 - September 2008
Education
University of California, Davis
BA, Economics, Minor in Psychology, June 2010, 4.0
Chanbir Dhingra's Bank of the West Experience April 2014 - Present
Job VP, Compliance Risk Assessment and Identification Manager at Bank of the West
Industry Banking
Experience
Bank of the West April 2014 - Present
Bank of the West May 2011 - March 2014
Bank of the West November 2010 - May 2011
JPMorgan Chase June 2009 - October 2010
Bank of America July 2001 - January 2007
Skills
Risk Management, Banking, Financial Services, Retail Banking, Process Improvement, Business Analysis, Relationship Management, Vendor Management, Leadership, Management, Analysis, Financial Analysis, Team Building, Loans, Strategy, Business Process, Call Centers, Six Sigma, Cross-functional Team...
Education
UC Berkeley
BA, Cognitive Science
Bank of the West April 2014 - Present
Bank of the West May 2011 - March 2014
Bank of the West November 2010 - May 2011
JPMorgan Chase June 2009 - October 2010
Bank of America July 2001 - January 2007
Skills
Risk Management, Banking, Financial Services, Retail Banking, Process Improvement, Business Analysis, Relationship Management, Vendor Management, Leadership, Management, Analysis, Financial Analysis, Team Building, Loans, Strategy, Business Process, Call Centers, Six Sigma, Cross-functional Team...
Education
UC Berkeley
BA, Cognitive Science
Romeo Ang's Bank of the West Experience October 2011 - Present
Job CRM Analytics and Reporting Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West October 2011 - Present
Wells Fargo March 2007 - October 2011
First Republic Bank January 2006 - March 2007
Skills
Financial Modeling, Financial Analysis, CRM, Banking, Analytics, Finance
Education
University of California, Berkeley 2001 — 2005
Bachelor's, Economics
Bank of the West October 2011 - Present
Wells Fargo March 2007 - October 2011
First Republic Bank January 2006 - March 2007
Skills
Financial Modeling, Financial Analysis, CRM, Banking, Analytics, Finance
Education
University of California, Berkeley 2001 — 2005
Bachelor's, Economics
Peter Guastamachio's Bank of the West Experience 2002 - 2009
Job CFO & Chief Investment Officer at State Compensation Insurance Fund
Industry Insurance
Experience
State Compensation Insurance Fund 2014 - Present
State Compensation Insurance Fund 2009 - 2014
Bank of the West 2002 - 2009
Argonaut Insurance Company 1991 - 2002
Skills
Insurance, Financial Modeling, Investments, Bonds, Process Improvement, Risk Management, Financial Analysis, Banking, Portfolio Management, Treasury Management, Mergers & Acquisitions, Fixed Income, Securities, Strategic Financial..., Finance, Analysis, Underwriting, Equities, Financial Reporting, Wealth Management, Capital Markets, Asset Management, Corporate Finance, Cash Management, Credit, Financial Risk
Education
St Mary's College of California 1986 — 1989
MBA, Finance
UC Berkeley 1972 — 1976
BS, Biology
State Compensation Insurance Fund 2014 - Present
State Compensation Insurance Fund 2009 - 2014
Bank of the West 2002 - 2009
Argonaut Insurance Company 1991 - 2002
Skills
Insurance, Financial Modeling, Investments, Bonds, Process Improvement, Risk Management, Financial Analysis, Banking, Portfolio Management, Treasury Management, Mergers & Acquisitions, Fixed Income, Securities, Strategic Financial..., Finance, Analysis, Underwriting, Equities, Financial Reporting, Wealth Management, Capital Markets, Asset Management, Corporate Finance, Cash Management, Credit, Financial Risk
Education
St Mary's College of California 1986 — 1989
MBA, Finance
UC Berkeley 1972 — 1976
BS, Biology
Frank Bullitt aka Neil Santiago's Bank of the West Experience February 2010 - Present
Job Part time comic, Full time skeptic
Industry Banking
Experience
Bank of the West February 2010 - Present
Skills
Eye contact, public...
Education
SF Comedy College 2012 — 2013
BS in BS, The Human Condition, Pass
UC Berkeley Haas School of Business 1985 — 1987
Real Estate & Finance
UCSB 1982 — 1984
Gen. Ed.
Bank of the West February 2010 - Present
Skills
Eye contact, public...
Education
SF Comedy College 2012 — 2013
BS in BS, The Human Condition, Pass
UC Berkeley Haas School of Business 1985 — 1987
Real Estate & Finance
UCSB 1982 — 1984
Gen. Ed.
Rich Boyer's Bank of the West Experience September 2010 - November 2011
Job at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank September 2005 - September 2010
Merrill Lynch May 2000 - September 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America November 1990 - September 1994
Education
California State University 1986 — 1987
MBA, Finance
University of California 1979 — 1984
BA, Zoology
First Citizens Bank November 2011 - Present
Bank of the West September 2010 - November 2011
Wells Fargo Bank September 2005 - September 2010
Merrill Lynch May 2000 - September 2005
Wells Fargo Bank September 1994 - May 2000
Bank of America November 1990 - September 1994
Education
California State University 1986 — 1987
MBA, Finance
University of California 1979 — 1984
BA, Zoology
Bill Yale's Bank of the West Experience January 1986 - Present
Job item processing supervisor at Bank of the West
Industry Banking
Experience
Bank of the West January 1986 - Present
Skills
Veterans of Foreign War...
Education
University of California, Berkeley 1975 — 1979
Bachelor's Degree, English Language and Literature/Letters
Bank of the West January 1986 - Present
Skills
Veterans of Foreign War...
Education
University of California, Berkeley 1975 — 1979
Bachelor's Degree, English Language and Literature/Letters
Arturo Guardado's Bank of the West Experience October 2012 - Present
Job Banking Professional
Industry Banking
Experience
Bank of the West October 2012 - Present
ProAmerica Bank January 2010 - March 2012
US Bank / California National Bank / People’s Bank of California January 1994 - January 2010
People’s Bank of California / Southern California Savings January 1991 - January 1994
Education
University of California, Berkeley
Bachelor of Arts Degree, Economics and Political Science
Bishop Mora Salesian High School 1982 — 1986
Bank of the West October 2012 - Present
ProAmerica Bank January 2010 - March 2012
US Bank / California National Bank / People’s Bank of California January 1994 - January 2010
People’s Bank of California / Southern California Savings January 1991 - January 1994
Education
University of California, Berkeley
Bachelor of Arts Degree, Economics and Political Science
Bishop Mora Salesian High School 1982 — 1986
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY