Bank of the West
Industry: Company
DescriptionBank of the West is a regional financial services company, headquartered in San Francisco, California. It is a subsidiary of BNP Paribas. It has more than 600 branches and offices in the Midwest and Western United States. Revenue: 2.17 billion USD (2016) Headquarters: San Francisco, California, United States CEO: Nandita Bakhshi (1 Jun 2016–) Parent organization: BNP Paribas Number of employees: 10,500 (2016) Subsidiaries: Essex Credit Corporation,
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Bank of the West Employees
Employee
Years
Job
Industry
Fred Hanna Fred Hanna's Bank of the West Experience 2010 - 2012
Job Credit Analyst at Comerica Bank
Industry Banking
Experience
Comerica Bank May 2015 - Present
Comerica Bank October 2014 - May 2015
Comerica Bank 2012 - October 2014
Bank of the West 2010 - 2012
Wells Fargo 2007 - 2010
Bank of America 2003 - 2007
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Retail Banking, Cross Selling, Commercial Lending, Treasury Management, Deposits, Branch Banking, Customer Service, Cash Management, Mortgage Lending, Small Business Lending, Financial Analysis, Risk Management, Lines Of Credit, Branch Management, Payments, Moody's Analytics, Financial Statements, Financial Spreads, Financial Reporting, Financial Risk, Financial Services, Relationship Management, Training, AML, Core Banking, Financial Institutions, Operational Risk..., Bank Secrecy Act, KYC, Credit Cards, ACH, Commercial Mortgages
Education
UCLA
Bachelor of Arts (B.A.), Arabic Language and Literature
Comerica Bank May 2015 - Present
Comerica Bank October 2014 - May 2015
Comerica Bank 2012 - October 2014
Bank of the West 2010 - 2012
Wells Fargo 2007 - 2010
Bank of America 2003 - 2007
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Retail Banking, Cross Selling, Commercial Lending, Treasury Management, Deposits, Branch Banking, Customer Service, Cash Management, Mortgage Lending, Small Business Lending, Financial Analysis, Risk Management, Lines Of Credit, Branch Management, Payments, Moody's Analytics, Financial Statements, Financial Spreads, Financial Reporting, Financial Risk, Financial Services, Relationship Management, Training, AML, Core Banking, Financial Institutions, Operational Risk..., Bank Secrecy Act, KYC, Credit Cards, ACH, Commercial Mortgages
Education
UCLA
Bachelor of Arts (B.A.), Arabic Language and Literature
Guy Hadnot Guy Hadnot's Bank of the West Experience December 2006 - April 2011
Job
Industry Hospital & Health Care
Experience
Health Net July 2013 - Present
GLH Consulting Services April 2012 - July 2013
Wells Fargo June 2012 - December 2012
CSAA Insurance Group April 2011 - April 2012
Bank of the West December 2006 - April 2011
Kaiser Permanente IT June 2005 - December 2006
Visa May 2004 - June 2005
Capital One April 2000 - May 2004
Skills
Strategic Planning, Product Development, Product Life Cycle..., Product Management, Team Building, Marketing Strategy, Product Marketing, P&L Management, Forecasting, Cross-functional Team..., Budgeting, Strategy Development, Pricing, Segmentation, Promotions, Budgets, Strategy, Market Research, E-commerce, Leadership, Marketing, Business Development, CRM, Brand Management, Customer Acquisition, Online Advertising, Process Improvement, Management
Education
University of California, Irvine
BA, Philosophy
University of California, Los Angeles - The Anderson School of Management
Marketing & Finance
Health Net July 2013 - Present
GLH Consulting Services April 2012 - July 2013
Wells Fargo June 2012 - December 2012
CSAA Insurance Group April 2011 - April 2012
Bank of the West December 2006 - April 2011
Kaiser Permanente IT June 2005 - December 2006
Visa May 2004 - June 2005
Capital One April 2000 - May 2004
Skills
Strategic Planning, Product Development, Product Life Cycle..., Product Management, Team Building, Marketing Strategy, Product Marketing, P&L Management, Forecasting, Cross-functional Team..., Budgeting, Strategy Development, Pricing, Segmentation, Promotions, Budgets, Strategy, Market Research, E-commerce, Leadership, Marketing, Business Development, CRM, Brand Management, Customer Acquisition, Online Advertising, Process Improvement, Management
Education
University of California, Irvine
BA, Philosophy
University of California, Los Angeles - The Anderson School of Management
Marketing & Finance
Justin Doan Justin Doan's Bank of the West Experience August 2015 - Present
Job Credit Analyst, REID at Bank of the West
Industry Banking
Experience
Bank of the West August 2015 - Present
BofI Federal Bank August 2013 - August 2015
eQuest Realty and Mortgage June 2010 - September 2010
State Senator Mark Wyland June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Databases, Data Entry, Time Management, Microsoft SQL Server, Jack Henry, REDI, SharePoint, Stata, Analysis, Finance, Banking, Community Outreach, Event Planning, Financial Analysis, Leadership, Loans, Management, Portfolio Management, Public Speaking, Research, Teamwork
Education
University of California, Los Angeles 2010 — 2013
Bachelor of Arts (B.A.), Business Economics, Accounting Minor, 3.809
Carlsbad High School 2006 — 2010
Bank of the West August 2015 - Present
BofI Federal Bank August 2013 - August 2015
eQuest Realty and Mortgage June 2010 - September 2010
State Senator Mark Wyland June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Databases, Data Entry, Time Management, Microsoft SQL Server, Jack Henry, REDI, SharePoint, Stata, Analysis, Finance, Banking, Community Outreach, Event Planning, Financial Analysis, Leadership, Loans, Management, Portfolio Management, Public Speaking, Research, Teamwork
Education
University of California, Los Angeles 2010 — 2013
Bachelor of Arts (B.A.), Business Economics, Accounting Minor, 3.809
Carlsbad High School 2006 — 2010
Susan Schoenzeit Susan Schoenzeit's Bank of the West Experience August 1998 - December 2001
Job Senior Manager, Membership Data Solutions at Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
Kaiser Permanente December 2014 - Present
Kaiser Permanente March 2012 - December 2014
Stonehenge Technology Consulting March 2010 - December 2014
Kaiser Permanente August 2007 - February 2012
Kaiser Permanente September 2004 - August 2007
Honda R&D November 2002 - February 2004
Kaiser Permanente January 2002 - December 2002
Union Bank of California January 2001 - December 2001
Bank of the West August 1998 - December 2001
Progressive Automation November 1996 - August 1998
Skills
Business Intelligence, Business Analysis, Microsoft SQL Server, Oracle, VB.NET, VBA, Salesforce.com, Banking, Healthcare, Data Conversion, Software Design, Functional..., Business Requirements, Microsoft Office, Access, Mainframe, COBOLII, Assembler, Java, SQL, DB2, Application Architecture, Visio, MS Project, System Design, System Testing, Systems Analysis, System Deployment, Pushing the Envelope, Software Documentation, Software Development, User Interface Design, Data Analysis, Informatica, PowerCenter, Cognos, SDLC, Data Warehousing, HIPAA, Healthcare Information..., Analysis, Project Management, Requirements Gathering, Data Modeling, CICS, Enterprise Architecture, SharePoint, Requirements Analysis, Software Project..., Cloud Computing
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Information Technology, Summa Cum Laude
University of California, Los Angeles 1994 — 1996
Information Technology
University of Southern California 1977 — 1981
BS, Business Administration
Culver City High School 1974 — 1977
Kaiser Permanente December 2014 - Present
Kaiser Permanente March 2012 - December 2014
Stonehenge Technology Consulting March 2010 - December 2014
Kaiser Permanente August 2007 - February 2012
Kaiser Permanente September 2004 - August 2007
Honda R&D November 2002 - February 2004
Kaiser Permanente January 2002 - December 2002
Union Bank of California January 2001 - December 2001
Bank of the West August 1998 - December 2001
Progressive Automation November 1996 - August 1998
Skills
Business Intelligence, Business Analysis, Microsoft SQL Server, Oracle, VB.NET, VBA, Salesforce.com, Banking, Healthcare, Data Conversion, Software Design, Functional..., Business Requirements, Microsoft Office, Access, Mainframe, COBOLII, Assembler, Java, SQL, DB2, Application Architecture, Visio, MS Project, System Design, System Testing, Systems Analysis, System Deployment, Pushing the Envelope, Software Documentation, Software Development, User Interface Design, Data Analysis, Informatica, PowerCenter, Cognos, SDLC, Data Warehousing, HIPAA, Healthcare Information..., Analysis, Project Management, Requirements Gathering, Data Modeling, CICS, Enterprise Architecture, SharePoint, Requirements Analysis, Software Project..., Cloud Computing
Education
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Information Technology, Summa Cum Laude
University of California, Los Angeles 1994 — 1996
Information Technology
University of Southern California 1977 — 1981
BS, Business Administration
Culver City High School 1974 — 1977
Carolyn Rojsutivat Carolyn Rojsutivat's Bank of the West Experience November 2010 - August 2011
Job I aim for innovation and design with mankind in mind
Industry Design
Experience
Wells Fargo & Co. January 2014 - Present
Freelance / Independent January 2003 - Present
Wells Fargo & Co. October 2012 - October 2013
Make-A-Wish Foundation September 2012 - October 2012
Bank of the West November 2010 - August 2011
Skills
Photoshop, Leadership, Microsoft Office, Graphic Design, Access, Microsoft Excel, PowerPoint, Microsoft Word, Management, Analysis, Public Speaking, Project Management, Strategic Planning, Marketing Strategy, Research, Data Analysis, Market Research, User Experience Design, Design Research, Interaction Design, Web Development, Social Networking, Time Management
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts (B.A.), Business Management Economics
University of California, Los Angeles
Extension, User Experience Design
Wells Fargo & Co. January 2014 - Present
Freelance / Independent January 2003 - Present
Wells Fargo & Co. October 2012 - October 2013
Make-A-Wish Foundation September 2012 - October 2012
Bank of the West November 2010 - August 2011
Skills
Photoshop, Leadership, Microsoft Office, Graphic Design, Access, Microsoft Excel, PowerPoint, Microsoft Word, Management, Analysis, Public Speaking, Project Management, Strategic Planning, Marketing Strategy, Research, Data Analysis, Market Research, User Experience Design, Design Research, Interaction Design, Web Development, Social Networking, Time Management
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts (B.A.), Business Management Economics
University of California, Los Angeles
Extension, User Experience Design
Paul Bianchi Paul Bianchi's Bank of the West Experience March 2011 - Present
Job SVP & Market Leader at Bank of the West
Industry Banking
Experience
Bank of the West March 2011 - Present
Bank of the West March 2011 - Present
Santa Barbara Bank & Trust 2006 - 2010
Skills
Wealth Management, Loans, Commercial Lending, Leadership, Credit, Portfolio Management, Banking, Commercial Banking, Credit Analysis, Asset Management, Retail Banking, Private Banking, Consumer Lending, Small Business Lending, Strategic Financial..., Mortgage Lending, Business Development, Management, Risk Management, Investment Management
Education
UCLA 1970 — 1972
Bachelor of Arts (BA), Urban Studies/Affairs
Bank of the West March 2011 - Present
Bank of the West March 2011 - Present
Santa Barbara Bank & Trust 2006 - 2010
Skills
Wealth Management, Loans, Commercial Lending, Leadership, Credit, Portfolio Management, Banking, Commercial Banking, Credit Analysis, Asset Management, Retail Banking, Private Banking, Consumer Lending, Small Business Lending, Strategic Financial..., Mortgage Lending, Business Development, Management, Risk Management, Investment Management
Education
UCLA 1970 — 1972
Bachelor of Arts (BA), Urban Studies/Affairs
Carl Ramirez Carl Ramirez's Bank of the West Experience November 2011 - November 2013
Job Finance Manager
Industry Financial Services
Experience
Bank of the West November 2011 - November 2013
Wells Fargo Bank January 2008 - September 2011
Wells Fargo Bank February 2003 - January 2008
Skills
Credit, Finance, Retail Banking, Banking, Loans, Commercial Lending, Forecasting
Education
UC Riverside 1998 — 2000
M.B.A., Finance
Bank of the West November 2011 - November 2013
Wells Fargo Bank January 2008 - September 2011
Wells Fargo Bank February 2003 - January 2008
Skills
Credit, Finance, Retail Banking, Banking, Loans, Commercial Lending, Forecasting
Education
UC Riverside 1998 — 2000
M.B.A., Finance
Robert Fernandez Robert Fernandez's Bank of the West Experience September 2013 - Present
Job Assistant Vice President, Sales Development Manager at Bank of the West
Industry Banking
Experience
Bank of the West September 2013 - Present
Bank of America May 2009 - September 2012
Bank of America June 2004 - April 2009
Bank of America November 1999 - June 2004
St. Louise de Marillac Church January 1997 - September 1999
Skills
Credit, Mortgage Lending, Loans, Retail Banking, Loan Origination, Sales Management, Exceeding Quotas, Management, Training, Sales, Mortgage Banking, Call Centers, Refinance, Customer Service, Leadership, Relationship Management, Finance
Education
University of California, Irvine 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts (B.A.), Communication and Religious Studies
Bank of the West September 2013 - Present
Bank of America May 2009 - September 2012
Bank of America June 2004 - April 2009
Bank of America November 1999 - June 2004
St. Louise de Marillac Church January 1997 - September 1999
Skills
Credit, Mortgage Lending, Loans, Retail Banking, Loan Origination, Sales Management, Exceeding Quotas, Management, Training, Sales, Mortgage Banking, Call Centers, Refinance, Customer Service, Leadership, Relationship Management, Finance
Education
University of California, Irvine 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Santa Barbara 1999 — 2004
Bachelor of Arts (B.A.), Communication and Religious Studies
Juan De Luna Juan De Luna's Bank of the West Experience August 2015 - Present
Job Teller at Chase
Industry Financial Services
Experience
Bank of the West August 2015 - Present
Chase July 2013 - August 2015
The Home Depot December 2012 - July 2013
Bank of America June 2012 - August 2012
Skills
Sales, Leadership, Customer Service, Microsoft Office, Time Management, Cashiering, Banking, Public Speaking, Team Building, Communication
Education
University of California, Davis 2012 — 2016
Bachelor of Arts (B.A.), Psychology
University of California, Davis 2012 — 2016
Bachelor of Arts (B.A.), Communication
Bank of the West August 2015 - Present
Chase July 2013 - August 2015
The Home Depot December 2012 - July 2013
Bank of America June 2012 - August 2012
Skills
Sales, Leadership, Customer Service, Microsoft Office, Time Management, Cashiering, Banking, Public Speaking, Team Building, Communication
Education
University of California, Davis 2012 — 2016
Bachelor of Arts (B.A.), Psychology
University of California, Davis 2012 — 2016
Bachelor of Arts (B.A.), Communication
Lydia Bouaricha Lydia Bouaricha's Bank of the West Experience July 2013 - August 2014
Job Sales Representative at Shipwire Inc., an Ingram Micro Company
Industry Human Resources
Experience
Shipwire Inc., an Ingram Micro Company March 2015 - Present
Shipwire, Inc. August 2014 - Present
Bank of the West July 2013 - August 2014
Borders September 2009 - May 2010
Skills
PowerPoint, Data Analysis, Qualitative Research, Microsoft Office, Research, Spanish, Social Networking, Social Media, French, Staff Development, Statistics, Higher Education, Event Planning, Fundraising, Community Outreach, Nonprofits, Microsoft Excel, Teamwork, English, Grant Writing, Public Speaking, Program Development, Teaching, Critical Thinking, Editing, Analysis
Education
UCLA 2011 — 2013
Bachelor of Arts (B.A.), Anthropology
Shipwire Inc., an Ingram Micro Company March 2015 - Present
Shipwire, Inc. August 2014 - Present
Bank of the West July 2013 - August 2014
Borders September 2009 - May 2010
Skills
PowerPoint, Data Analysis, Qualitative Research, Microsoft Office, Research, Spanish, Social Networking, Social Media, French, Staff Development, Statistics, Higher Education, Event Planning, Fundraising, Community Outreach, Nonprofits, Microsoft Excel, Teamwork, English, Grant Writing, Public Speaking, Program Development, Teaching, Critical Thinking, Editing, Analysis
Education
UCLA 2011 — 2013
Bachelor of Arts (B.A.), Anthropology
Blair Jamieson's Bank of the West Experience August 2013 - May 2015
Job Private Banker, Union Bank Saratoga
Industry Financial Services
Experience
Union Bank May 2015 - Present
Bank of the West August 2013 - May 2015
Bank of the West October 2012 - August 2013
Northwestern Mutual May 2012 - November 2012
Golden State Tour October 2009 - September 2011
Oak Quarry Golf Club July 2007 - October 2009
University of California, Riverside August 2004 - June 2008
Skills
Leadership, Insurance, Analysis, Websites, Private Banking, Customer Service, Training, Time Management, Sales, Banking, Finance, Credit, Risk Management, Strategy, Portfolio Management
Education
University of California, Riverside 2003 — 2008
Bachelor of Arts (BA), English
Union Bank May 2015 - Present
Bank of the West August 2013 - May 2015
Bank of the West October 2012 - August 2013
Northwestern Mutual May 2012 - November 2012
Golden State Tour October 2009 - September 2011
Oak Quarry Golf Club July 2007 - October 2009
University of California, Riverside August 2004 - June 2008
Skills
Leadership, Insurance, Analysis, Websites, Private Banking, Customer Service, Training, Time Management, Sales, Banking, Finance, Credit, Risk Management, Strategy, Portfolio Management
Education
University of California, Riverside 2003 — 2008
Bachelor of Arts (BA), English
Laura V. Peralta's Bank of the West Experience January 2013 - December 2013
Job Director, Local Government Relations at California Grocers Association
Industry Government Relations
Experience
California Grocers Association January 2014 - Present
Bank of the West January 2013 - December 2013
U.S. Department of Labor October 2011 - December 2012
City of Los Angeles November 2009 - October 2011
The White House 2009 - 2009
Legal Aid Society of Orange County January 2008 - December 2008
Anaheim City School District January 2007 - December 2007
U.S. House of Representatives September 2004 - August 2006
Skills
Fundraising, Community Relations, Event Management, Public Speaking, Communications, Event Planning, Program Development, Project Management, Government Relations, Community Outreach
Education
University of Southern California 2008 — 2010
M.A., Public Administration & Certificate of Public Policy
University of California, Irvine 2001 — 2004
B.A., Political Science & Sociology
California Grocers Association January 2014 - Present
Bank of the West January 2013 - December 2013
U.S. Department of Labor October 2011 - December 2012
City of Los Angeles November 2009 - October 2011
The White House 2009 - 2009
Legal Aid Society of Orange County January 2008 - December 2008
Anaheim City School District January 2007 - December 2007
U.S. House of Representatives September 2004 - August 2006
Skills
Fundraising, Community Relations, Event Management, Public Speaking, Communications, Event Planning, Program Development, Project Management, Government Relations, Community Outreach
Education
University of Southern California 2008 — 2010
M.A., Public Administration & Certificate of Public Policy
University of California, Irvine 2001 — 2004
B.A., Political Science & Sociology
Robert Swain's Bank of the West Experience September 2012 - July 2015
Job Regional Sales Manager | Business Development ExpertBanker
Industry Banking
Experience
Farmers Insurance Group Federal Credit Union September 2015 - Present
Bank of the West September 2012 - July 2015
U.S. Bank April 2010 - September 2012
JPMorgan Chase January 2004 - April 2010
Skills
Loans, Credit, Retail Banking, Commercial Banking, Banking, Sales, Finance, Loan Origination, Cross Selling, Consumer Lending, Relationship Management, Business Development, Commercial Lending, Small Business, Sales Management, Residential Mortgages, Small Business Lending, Branch Management, Coaching, Credit Risk, Credit Cards, Lines Of Credit, Deposits, Internet Banking, Financial Transactions, Home Equity Loans, Home Equity Lines of..., Commercial Mortgages, Business Relationship..., Strategic Planning, Revenue & Profit Growth, Industry Networking, Credit Analysis, Business Intelligence, Management, Leadership, Customer Service
Education
University of California, Los Angeles 1986 — 1990
Bachelor of Science (BS)
Farmers Insurance Group Federal Credit Union September 2015 - Present
Bank of the West September 2012 - July 2015
U.S. Bank April 2010 - September 2012
JPMorgan Chase January 2004 - April 2010
Skills
Loans, Credit, Retail Banking, Commercial Banking, Banking, Sales, Finance, Loan Origination, Cross Selling, Consumer Lending, Relationship Management, Business Development, Commercial Lending, Small Business, Sales Management, Residential Mortgages, Small Business Lending, Branch Management, Coaching, Credit Risk, Credit Cards, Lines Of Credit, Deposits, Internet Banking, Financial Transactions, Home Equity Loans, Home Equity Lines of..., Commercial Mortgages, Business Relationship..., Strategic Planning, Revenue & Profit Growth, Industry Networking, Credit Analysis, Business Intelligence, Management, Leadership, Customer Service
Education
University of California, Los Angeles 1986 — 1990
Bachelor of Science (BS)
Francesco Nigro Francesco Nigro's Bank of the West Experience November 2010 - Present
Job Vice President Business Banking Officer at Bank of the West
Industry Banking
Experience
Bank of the West November 2010 - Present
Bank of the West March 2003 - November 2010
Skills
Consumer Lending, Small Business Lending, Loans, Commercial Banking, Commercial Lending, Credit, Banking, Retail Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Loan Origination, Mortgage Banking, Cross Selling, Branch Management, Credit Risk, Refinance, Cash Management, Portfolio Management, Deposits, SBA, Residential Mortgages, Commercial Mortgages, Branch Banking, Underwriting, FHA, Relationship Management, Financial Services, Treasury Management, Private Banking, Asset Based Lending, Home Equity Loans, Financial Risk, Credit Cards, Finance, Home Equity Lines of..., Construction Loans, Wealth Management
Education
University of California, Riverside
Bachelor of Arts (BA), Administrative Studies
Damien
Bank of the West November 2010 - Present
Bank of the West March 2003 - November 2010
Skills
Consumer Lending, Small Business Lending, Loans, Commercial Banking, Commercial Lending, Credit, Banking, Retail Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Loan Origination, Mortgage Banking, Cross Selling, Branch Management, Credit Risk, Refinance, Cash Management, Portfolio Management, Deposits, SBA, Residential Mortgages, Commercial Mortgages, Branch Banking, Underwriting, FHA, Relationship Management, Financial Services, Treasury Management, Private Banking, Asset Based Lending, Home Equity Loans, Financial Risk, Credit Cards, Finance, Home Equity Lines of..., Construction Loans, Wealth Management
Education
University of California, Riverside
Bachelor of Arts (BA), Administrative Studies
Damien
Joey Henry Joey Henry's Bank of the West Experience October 2008 - January 2009
Job
Industry Writing and Editing
Experience
Contain-A-Way Inc. DBA NexCycle Alameda & Contra September 2011 - May 2012
Gryphon Financial Group January 2009 - September 2011
Kumon Learning Center September 2009 - June 2011
Bank of the West October 2008 - January 2009
San Jose Water Company June 2008 - July 2008
Midway Car Rental June 2007 - March 2008
Mervyn’s California June 2003 - October 2007
Sacred Heart Community Center January 1998 - January 2003
Willow Glen Convalescent Hospital January 2001 - January 2002
Skills
Typing, Customer Service, Clerical, Finance, Managerial, Auditing, Payroll, ADP Payroll, Hiring Employees, Safety Administration, Transaction Coordination, Transaction Experience, Retail, Parcels, Labor, Phone Etiquette, Phone Screening, Sports Writing, Book Writing, Writing, Resume Writing, Lifestyle Writing, Microsoft Excel, PowerPoint, Microsoft Word, 10 Key Touch, Types, Expense Reports, Operating Expenses, Terminations, Disciplinary Action, Bilingual-English/Spanis..., Interviews, Facebook
Education
UCLA 2006 — 2008
B.A, English
UC Riverside 2004 — 2006
Associate of Arts (A.A.) Equivalent, General Studies
Bellarmine College Preparatory
High School Diploma
Saint Frances Cabrini
Contain-A-Way Inc. DBA NexCycle Alameda & Contra September 2011 - May 2012
Gryphon Financial Group January 2009 - September 2011
Kumon Learning Center September 2009 - June 2011
Bank of the West October 2008 - January 2009
San Jose Water Company June 2008 - July 2008
Midway Car Rental June 2007 - March 2008
Mervyn’s California June 2003 - October 2007
Sacred Heart Community Center January 1998 - January 2003
Willow Glen Convalescent Hospital January 2001 - January 2002
Skills
Typing, Customer Service, Clerical, Finance, Managerial, Auditing, Payroll, ADP Payroll, Hiring Employees, Safety Administration, Transaction Coordination, Transaction Experience, Retail, Parcels, Labor, Phone Etiquette, Phone Screening, Sports Writing, Book Writing, Writing, Resume Writing, Lifestyle Writing, Microsoft Excel, PowerPoint, Microsoft Word, 10 Key Touch, Types, Expense Reports, Operating Expenses, Terminations, Disciplinary Action, Bilingual-English/Spanis..., Interviews, Facebook
Education
UCLA 2006 — 2008
B.A, English
UC Riverside 2004 — 2006
Associate of Arts (A.A.) Equivalent, General Studies
Bellarmine College Preparatory
High School Diploma
Saint Frances Cabrini
Gregory Wong Gregory Wong's Bank of the West Experience June 2010 - August 2010
Job UX Designer + Content Strategist
Industry Information Technology and Services
Experience
User Interface & User Experience October 2012 - Present
Slate Studio March 2014 - August 2014
Mattel June 2011 - September 2011
Bank of the West June 2010 - August 2010
Skills
WordPress, Microsoft Office, HTML 5, SPSS, CSS3, Web Development, Web Design, Twitter Bootstrap, User Interface Design, User Experience, OmniGraffle, Axure, User Interface, Adobe Creative Suite, Front-end Development
Education
University of California, Riverside
Business Administration, Information Systems
Instituto Mediterráneo Sol
Spanish Language and Cultural Immersion Program
User Interface & User Experience October 2012 - Present
Slate Studio March 2014 - August 2014
Mattel June 2011 - September 2011
Bank of the West June 2010 - August 2010
Skills
WordPress, Microsoft Office, HTML 5, SPSS, CSS3, Web Development, Web Design, Twitter Bootstrap, User Interface Design, User Experience, OmniGraffle, Axure, User Interface, Adobe Creative Suite, Front-end Development
Education
University of California, Riverside
Business Administration, Information Systems
Instituto Mediterráneo Sol
Spanish Language and Cultural Immersion Program
Sebastian Stasiak's Bank of the West Experience July 2013 - October 2014
Job Investment Analyst Intern at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management September 2015 - Present
Student Managed Investment Fund at UC Irvine February 2015 - Present
Irvine Company June 2015 - August 2015
Starbucks May 2014 - August 2015
Bank of the West July 2013 - October 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Management, Leadership, Cash Handling, Customer Service, Public Speaking, Research, 10 Key, Photoshop, Lightroom, Time Management, Equity Research, Sales
Education
University of California, Irvine 2014 — 2016
Bachelor's Degree, Business Administration, Triple Emphasis in Finance, Marketing and Accounting, 3.916
Great Oak High School 2008 — 2012
Pathway Capital Management September 2015 - Present
Student Managed Investment Fund at UC Irvine February 2015 - Present
Irvine Company June 2015 - August 2015
Starbucks May 2014 - August 2015
Bank of the West July 2013 - October 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Management, Leadership, Cash Handling, Customer Service, Public Speaking, Research, 10 Key, Photoshop, Lightroom, Time Management, Equity Research, Sales
Education
University of California, Irvine 2014 — 2016
Bachelor's Degree, Business Administration, Triple Emphasis in Finance, Marketing and Accounting, 3.916
Great Oak High School 2008 — 2012
Hossain Albgal Hossain Albgal's Bank of the West Experience July 2012 - September 2012
Job Associate Account Strategist at Google
Industry Financial Services
Experience
Google June 2015 - Present
Google August 2014 - August 2014
PwC June 2014 - August 2014
Wells Fargo June 2013 - September 2013
PwC June 2013 - June 2013
Gotham Orient Partners, LLC October 2012 - April 2013
Bank of the West July 2012 - September 2012
KPMG US August 2012 - August 2012
Bel Air Foods June 2011 - September 2011
Making Waves Education Program June 2011 - August 2011
Skills
Growth Strategies, Strategic Financial..., Financial Forecasting, Data Analysis, Strategic Partnerships, Client Relations Skills, Market Research, Microsoft Excel, Teamwork, Social Media Marketing, PowerPoint
Education
University of California, Los Angeles 2010 — 2015
Bachelor of Arts (B.A.), Economics, Communication Studies
Marin Academy 2006 — 2010
High School Diploma
Google June 2015 - Present
Google August 2014 - August 2014
PwC June 2014 - August 2014
Wells Fargo June 2013 - September 2013
PwC June 2013 - June 2013
Gotham Orient Partners, LLC October 2012 - April 2013
Bank of the West July 2012 - September 2012
KPMG US August 2012 - August 2012
Bel Air Foods June 2011 - September 2011
Making Waves Education Program June 2011 - August 2011
Skills
Growth Strategies, Strategic Financial..., Financial Forecasting, Data Analysis, Strategic Partnerships, Client Relations Skills, Market Research, Microsoft Excel, Teamwork, Social Media Marketing, PowerPoint
Education
University of California, Los Angeles 2010 — 2015
Bachelor of Arts (B.A.), Economics, Communication Studies
Marin Academy 2006 — 2010
High School Diploma
Steve Almeida Steve Almeida's Bank of the West Experience October 2012 - July 2014
Job Teller Coordinator II at U.S. Bank
Industry Banking
Experience
U.S. Bank July 2014 - Present
Bank of the West October 2012 - July 2014
Comerica Bank May 2010 - October 2012
Bank of America April 2007 - May 2010
ING May 2005 - March 2006
Education
University of California, Los Angeles 2002 — 2006
U.S. Bank July 2014 - Present
Bank of the West October 2012 - July 2014
Comerica Bank May 2010 - October 2012
Bank of America April 2007 - May 2010
ING May 2005 - March 2006
Education
University of California, Los Angeles 2002 — 2006
Phillip Corrales Phillip Corrales's Bank of the West Experience 2009 - 2010
Job Implementation Project Manager
Industry Banking
Experience
J.P. Morgan September 2011 - Present
East West Bank April 2011 - September 2011
JPMorgan Chase March 2010 - April 2011
Bank of the West 2009 - 2010
Bank of the West 2005 - 2008
Skills
Treasury Management, Banking, Cash Management, Commercial Banking, Risk Management, ACH, Electronic Payments, Payment Systems, Deposits, Project Management, Core Banking, Financial Risk, Treasury Services, Financial Analysis, Management, Mortgage Lending, Internet Banking, Loans, Retail Banking, Financial Modeling, Portfolio Management, Onboarding, Credit, Small Business Lending, Relationship Management, Credit Cards
Education
University of California, Riverside 1993 — 1997
BA, Economics
J.P. Morgan September 2011 - Present
East West Bank April 2011 - September 2011
JPMorgan Chase March 2010 - April 2011
Bank of the West 2009 - 2010
Bank of the West 2005 - 2008
Skills
Treasury Management, Banking, Cash Management, Commercial Banking, Risk Management, ACH, Electronic Payments, Payment Systems, Deposits, Project Management, Core Banking, Financial Risk, Treasury Services, Financial Analysis, Management, Mortgage Lending, Internet Banking, Loans, Retail Banking, Financial Modeling, Portfolio Management, Onboarding, Credit, Small Business Lending, Relationship Management, Credit Cards
Education
University of California, Riverside 1993 — 1997
BA, Economics
Michael Slawinski Michael Slawinski's Bank of the West Experience February 2014 - Present
Job Quantitative Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2014 - Present
Miramar College August 2012 - December 2012
UC San Diego September 2011 - June 2012
Skills
Research, Teaching, Mathematical Modeling, LaTeX, C++, Python, Monte Carlo Simulation, Option Pricing Models, Matlab
Education
UCSD 2004 — 2011
Ph.D., Mathematics
UCLA 2001 — 2003
M.A., Mathematics
UCLA 1999 — 2003
B.S. (Honors), Mathematics
Glendora High School 1995 — 1999
Bank of the West February 2014 - Present
Miramar College August 2012 - December 2012
UC San Diego September 2011 - June 2012
Skills
Research, Teaching, Mathematical Modeling, LaTeX, C++, Python, Monte Carlo Simulation, Option Pricing Models, Matlab
Education
UCSD 2004 — 2011
Ph.D., Mathematics
UCLA 2001 — 2003
M.A., Mathematics
UCLA 1999 — 2003
B.S. (Honors), Mathematics
Glendora High School 1995 — 1999
Maya Gervis Maya Gervis's Bank of the West Experience April 2011 - Present
Job Private Client Advisor
Industry Financial Services
Experience
Bank of the West April 2011 - Present
Bank of America Merrill Lynch 2008 - 2010
Charles Schwab 1994 - 2008
Skills
Alternative Investments, Wealth Management, Asset Managment, Series 7, Investments, Asset Allocation, Asset Management, Equities
Education
UC Davis
Economics and Russian
University of California, Davis
B.A., Economics and Russian
Bank of the West April 2011 - Present
Bank of America Merrill Lynch 2008 - 2010
Charles Schwab 1994 - 2008
Skills
Alternative Investments, Wealth Management, Asset Managment, Series 7, Investments, Asset Allocation, Asset Management, Equities
Education
UC Davis
Economics and Russian
University of California, Davis
B.A., Economics and Russian
Celia Lin Celia Lin's Bank of the West Experience June 2008 - March 2012
Job Credit Officer at Bank Sinopac
Industry Banking
Experience
Bank Sinopac March 2012 - Present
Bank of the West June 2008 - March 2012
East West Bank May 2004 - May 2008
General Bank January 1995 - May 2004
Skills
Banking, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Credit, Commercial Real Estate, Commercial Mortgages, Small Business Lending, Asset Based Lending, Portfolio Management, Lines Of Credit
Education
UCLA
BS, Biology
Bank Sinopac March 2012 - Present
Bank of the West June 2008 - March 2012
East West Bank May 2004 - May 2008
General Bank January 1995 - May 2004
Skills
Banking, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Credit, Commercial Real Estate, Commercial Mortgages, Small Business Lending, Asset Based Lending, Portfolio Management, Lines Of Credit
Education
UCLA
BS, Biology
Lancie Miklaus Lancie Miklaus's Bank of the West Experience September 2013 - Present
Job Loan Administrator at Bank of the West
Industry Banking
Experience
Bank of the West September 2013 - Present
Wells Fargo Bank June 2007 - December 2012
Skills
Banking, Credit, Commercial Banking, Retail Banking, Mortgage Lending, Portfolio Management, Risk Management, Customer Service
Education
University of California, Davis 1993 — 1995
Bachelor's degree, Biology/Biological Sciences, General
Bank of the West September 2013 - Present
Wells Fargo Bank June 2007 - December 2012
Skills
Banking, Credit, Commercial Banking, Retail Banking, Mortgage Lending, Portfolio Management, Risk Management, Customer Service
Education
University of California, Davis 1993 — 1995
Bachelor's degree, Biology/Biological Sciences, General
Lindsey Hess, CFP® Lindsey Hess, CFP®'s Bank of the West Experience February 2012 - July 2012
Job Associate Wealth Advisor at First Foundation Advisors
Industry Banking
Experience
First Foundation, Inc. July 2012 - Present
Bank of the West February 2012 - July 2012
Bank of the West February 2011 - January 2012
Bank of the West December 2009 - January 2011
Bank of the West June 2007 - November 2009
Shaw Properties August 2005 - March 2007
The Concord Group, LLC Real Estate Advisors 2003 - 2004
Skills
Banking, Wealth Management, Portfolio Management, Private Banking, Finance, Financial Analysis, Financial Services, Investments, Leadership, Credit
Education
University of California, Irvine 2002 — 2006
B.A., Economics
UCLA Extension
First Foundation, Inc. July 2012 - Present
Bank of the West February 2012 - July 2012
Bank of the West February 2011 - January 2012
Bank of the West December 2009 - January 2011
Bank of the West June 2007 - November 2009
Shaw Properties August 2005 - March 2007
The Concord Group, LLC Real Estate Advisors 2003 - 2004
Skills
Banking, Wealth Management, Portfolio Management, Private Banking, Finance, Financial Analysis, Financial Services, Investments, Leadership, Credit
Education
University of California, Irvine 2002 — 2006
B.A., Economics
UCLA Extension
Rada Sahney Rada Sahney's Bank of the West Experience August 2004 - May 2005
Job Owner, Zaver & Mor Jewelry Gallery
Industry Luxury Goods & Jewelry
Experience
Zaver & Mor Jewelry Gallery March 2012 - Present
Mansoor & Gore February 2011 - March 2012
BancWest Investment Services May 2005 - June 2010
Bank of the West August 2004 - May 2005
Skills
Project Management &..., Brand Representation..., Luxury Merchandising, Merchandising, Retail, Customer Service, Budgets, New Business Development, Outlook, Sales Management, Marketing Strategy, E-commerce, Event Planning, Online Advertising, Microsoft Excel, Microsoft Office, Advertising, Microsoft Word, Marketing, Fashion, Sales
Education
Castilleja School 1993 — 2000
University of California, Riverside
Zaver & Mor Jewelry Gallery March 2012 - Present
Mansoor & Gore February 2011 - March 2012
BancWest Investment Services May 2005 - June 2010
Bank of the West August 2004 - May 2005
Skills
Project Management &..., Brand Representation..., Luxury Merchandising, Merchandising, Retail, Customer Service, Budgets, New Business Development, Outlook, Sales Management, Marketing Strategy, E-commerce, Event Planning, Online Advertising, Microsoft Excel, Microsoft Office, Advertising, Microsoft Word, Marketing, Fashion, Sales
Education
Castilleja School 1993 — 2000
University of California, Riverside
Ryan Lozano Ryan Lozano's Bank of the West Experience June 2001 - July 2003
Job Internal Wholesaler, American Funds, Capital Group
Industry Investment Management
Experience
American Funds August 2015 - Present
SchoolsFirst Federal Credit Union July 2007 - July 2015
SchoolsFirst Federal Credit Union, formerly OCTFCU August 2003 - July 2007
Bank of the West June 2001 - July 2003
Skills
Retirement Planning, Personal Financial..., Investment Banking, 403b/457 supplemental..., Fixed Annuities, CalSTRS, Relationship Management, Pensions, World Class Customer..., Third Party..., 529 Plans, Membership Development, Financial Advisory, Series 63, Life Insurance, Mutual Funds, Credit Unions, CalPERS
Education
University of California, Irvine
Personal Financial Planning Certificate, Financial Planning and Services
Certified Financial Planner
California State Fullerton 2004 — 2007
Bachelor's degree, Industrial and Organizational Psychology
American Funds August 2015 - Present
SchoolsFirst Federal Credit Union July 2007 - July 2015
SchoolsFirst Federal Credit Union, formerly OCTFCU August 2003 - July 2007
Bank of the West June 2001 - July 2003
Skills
Retirement Planning, Personal Financial..., Investment Banking, 403b/457 supplemental..., Fixed Annuities, CalSTRS, Relationship Management, Pensions, World Class Customer..., Third Party..., 529 Plans, Membership Development, Financial Advisory, Series 63, Life Insurance, Mutual Funds, Credit Unions, CalPERS
Education
University of California, Irvine
Personal Financial Planning Certificate, Financial Planning and Services
Certified Financial Planner
California State Fullerton 2004 — 2007
Bachelor's degree, Industrial and Organizational Psychology
VIRGINIA VICTORIN VIRGINIA VICTORIN's Bank of the West Experience 2014 - Present
Job Vice President, Community Affairs Regional Manager, Bank of the West
Industry Philanthropy
Experience
Bank of the West 2014 - Present
JPMorgan Chase 2009 - 2013
Washington Mutual 2002 - 2008
The Achievement Council 2001 - 2002
BP 1999 - 2001
Atlantic Richfield Company (ARCO) Foundation 1996 - 1999
California Community Founation 1993 - 1996
Federal Government - ACTION Agency 1991 - 1993
Skills
Nonprofits, Fundraising, Community Development, Grants, Program Management, Budgets, Relationship Building..., Management, Corporate Social..., Federal Grants..., Community Building, Philanthropy, Negotiation, Research, Program Design &..., Research & Data..., Strategic Planning, Community Outreach &..., Event & Volunteer..., Nonprofit Management, Team-Building, Public Speaking, Bilingual...
Education
Attended UCLA Graduate School of Education - Teacher Credential Program
Teacher Credential Program, Secondary Education
University of California, Los Angeles
Bachelor of Arts (BA), Poilitical Science - International Comparative Politics
Bank of the West 2014 - Present
JPMorgan Chase 2009 - 2013
Washington Mutual 2002 - 2008
The Achievement Council 2001 - 2002
BP 1999 - 2001
Atlantic Richfield Company (ARCO) Foundation 1996 - 1999
California Community Founation 1993 - 1996
Federal Government - ACTION Agency 1991 - 1993
Skills
Nonprofits, Fundraising, Community Development, Grants, Program Management, Budgets, Relationship Building..., Management, Corporate Social..., Federal Grants..., Community Building, Philanthropy, Negotiation, Research, Program Design &..., Research & Data..., Strategic Planning, Community Outreach &..., Event & Volunteer..., Nonprofit Management, Team-Building, Public Speaking, Bilingual...
Education
Attended UCLA Graduate School of Education - Teacher Credential Program
Teacher Credential Program, Secondary Education
University of California, Los Angeles
Bachelor of Arts (BA), Poilitical Science - International Comparative Politics
Michael Vistan Michael Vistan's Bank of the West Experience May 2011 - April 2013
Job Vice President South Bay Business Banking
Industry Banking
Experience
Wells Fargo October 2014 - Present
U.S. Bank April 2013 - October 2014
Bank of the West May 2011 - April 2013
Wells Fargo April 2008 - May 2011
Comerica Bank June 2004 - April 2008
Bank of America August 1998 - May 2004
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Treasury Management, Credit Analysis, Portfolio Management, Lines Of Credit, Asset Based Lending, Loans, Credit Risk, Cash Management, Treasury Services, Deposits, Credit, Banking, Consumer Lending, Loan Origination, Commercial Mortgages, Cross Selling, Retail Banking, Relationship Management
Education
UC Riverside 1996 — 2000
BA, Philosophy and Political Science
Wells Fargo October 2014 - Present
U.S. Bank April 2013 - October 2014
Bank of the West May 2011 - April 2013
Wells Fargo April 2008 - May 2011
Comerica Bank June 2004 - April 2008
Bank of America August 1998 - May 2004
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Treasury Management, Credit Analysis, Portfolio Management, Lines Of Credit, Asset Based Lending, Loans, Credit Risk, Cash Management, Treasury Services, Deposits, Credit, Banking, Consumer Lending, Loan Origination, Commercial Mortgages, Cross Selling, Retail Banking, Relationship Management
Education
UC Riverside 1996 — 2000
BA, Philosophy and Political Science
Susan Yagana Susan Yagana's Bank of the West Experience July 2015 - Present
Job Onboarding Program Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2015 - Present
Bank of the West March 2013 - Present
Wells Fargo January 2010 - March 2013
Wachovia A Wells Fargo Company October 2007 - December 2010
Cingular January 2001 - September 2004
Skills
Customer Service, Compliance, Team Leadership, Strategic Leadership, Subject Matter Experts, HR Consulting, Strategic Consulting, Screening Resumes, Phone Screening, Interviewing Skills, Behavioral Interviewing, Persuasiveness, Service Level Agreements, Client Intake, Interviews, Project Management, Human Resources, Management, Talent Management, Payroll, Recruiting, Banking, Financial Services, Sales, Credit, Finance, Leadership, Relationship Management, Applicant Tracking..., Commercial Banking, Loans, Hiring, Temporary Placement, Retail Banking, Mortgage Lending
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Patrick Henry High School
Bank of the West July 2015 - Present
Bank of the West March 2013 - Present
Wells Fargo January 2010 - March 2013
Wachovia A Wells Fargo Company October 2007 - December 2010
Cingular January 2001 - September 2004
Skills
Customer Service, Compliance, Team Leadership, Strategic Leadership, Subject Matter Experts, HR Consulting, Strategic Consulting, Screening Resumes, Phone Screening, Interviewing Skills, Behavioral Interviewing, Persuasiveness, Service Level Agreements, Client Intake, Interviews, Project Management, Human Resources, Management, Talent Management, Payroll, Recruiting, Banking, Financial Services, Sales, Credit, Finance, Leadership, Relationship Management, Applicant Tracking..., Commercial Banking, Loans, Hiring, Temporary Placement, Retail Banking, Mortgage Lending
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Patrick Henry High School
John R. Phillips, CLU, CFP, ChFC John R. Phillips, CLU, CFP, ChFC's Bank of the West Experience June 2013 - Present
Job Vice President, Senior Product Manager, Insurance Solutions, Bank of the West
Industry Financial Services
Experience
Bank of the West June 2013 - Present
The ASA Group April 2012 - June 2013
NWF Advisory December 2011 - June 2013
The Hartford May 2001 - December 2011
Minnesota Life, Tax & Financial Group June 1994 - April 2001
Skills
Financial Advisory, Retirement Planning, Insurance, Wealth Management, Life Insurance, Series 7, Strategic Financial..., Securities, Investments, Portfolio Management, Financial Services, Finance, Financial Planning, Banking, Management, Mutual Funds, Series 63
Education
UCLA 1975 — 1978
Bachelor of Arts (B.A.), Political Science
Bank of the West June 2013 - Present
The ASA Group April 2012 - June 2013
NWF Advisory December 2011 - June 2013
The Hartford May 2001 - December 2011
Minnesota Life, Tax & Financial Group June 1994 - April 2001
Skills
Financial Advisory, Retirement Planning, Insurance, Wealth Management, Life Insurance, Series 7, Strategic Financial..., Securities, Investments, Portfolio Management, Financial Services, Finance, Financial Planning, Banking, Management, Mutual Funds, Series 63
Education
UCLA 1975 — 1978
Bachelor of Arts (B.A.), Political Science
Sharon Fisher Sharon Fisher's Bank of the West Experience November 2000 - June 2014
Job I'm retired from the corporate world effective June 30, 2014
Industry Leisure, Travel & Tourism
Experience
EDIS CORP. (EVERY DAY IS SATURDAY!) June 2014 - Present
Bank of the West November 2000 - June 2014
Wells Fargo Bank 1998 - 2000
Union Bank 1996 - 1998
The Irvine Company 1983 - 1995
Skills
Real Estate Economics, Loans, Commercial Mortgages, Real Estate, Real Estate Financing, Loan Origination, Underwriting, Commercial Real Estate, Asset Management, Mortgage Lending, Portfolio Management, Credit Analysis, Disposition, Commercial Banking, Financial Structuring, Structured Finance
Education
University of California, Los Angeles
BA, Political Science
EDIS CORP. (EVERY DAY IS SATURDAY!) June 2014 - Present
Bank of the West November 2000 - June 2014
Wells Fargo Bank 1998 - 2000
Union Bank 1996 - 1998
The Irvine Company 1983 - 1995
Skills
Real Estate Economics, Loans, Commercial Mortgages, Real Estate, Real Estate Financing, Loan Origination, Underwriting, Commercial Real Estate, Asset Management, Mortgage Lending, Portfolio Management, Credit Analysis, Disposition, Commercial Banking, Financial Structuring, Structured Finance
Education
University of California, Los Angeles
BA, Political Science
Bonnie Kehe Bonnie Kehe's Bank of the West Experience June 2011 - Present
Job SVP/Regional Manager Bank of the West
Industry Financial Services
Experience
Bank of the West June 2011 - Present
Temple Beth El of South Orange County July 2013 - Present
Temple Beth El of South Orange County June 2011 - June 2013
Opus Bank 2010 - June 2011
Comerica Bank 1998 - 2009
Sumitomo Bank 1994 - 1998
Skills
Loans, Credit Analysis, Portfolio Management, Commercial Lending, Asset Based Lending, Commercial Banking, Banking, Middle Market, Credit, Small Business Lending, Lines Of Credit, Loan Origination, Financial Analysis, Retail Banking, Credit Risk, Mergers & Acquisitions, Financial Modeling, Underwriting, Commercial Mortgages, Cash Management, Mortgage Lending, Consumer Lending, Financial Structuring, Capital Markets, Private Banking, Finance
Education
University of California, Riverside
BS, Economics
Bank of the West June 2011 - Present
Temple Beth El of South Orange County July 2013 - Present
Temple Beth El of South Orange County June 2011 - June 2013
Opus Bank 2010 - June 2011
Comerica Bank 1998 - 2009
Sumitomo Bank 1994 - 1998
Skills
Loans, Credit Analysis, Portfolio Management, Commercial Lending, Asset Based Lending, Commercial Banking, Banking, Middle Market, Credit, Small Business Lending, Lines Of Credit, Loan Origination, Financial Analysis, Retail Banking, Credit Risk, Mergers & Acquisitions, Financial Modeling, Underwriting, Commercial Mortgages, Cash Management, Mortgage Lending, Consumer Lending, Financial Structuring, Capital Markets, Private Banking, Finance
Education
University of California, Riverside
BS, Economics
Bob Bannon, CFA FRM Bob Bannon, CFA FRM's Bank of the West Experience January 2000 - October 2005
Job Chief Risk Officer at Genworth Wealth Management
Industry Investment Management
Experience
Genworth Financial Wealth Management April 2007 - January 2014
Bank of the West January 2000 - October 2005
Analytic Investors April 1995 - December 1999
I.D.E.A. Global, Inc. June 1992 - March 1995
Security Pacific National Bank April 1984 - June 1988
Skills
Asset Allocation, Risk Management, Investments, Alternative Investments, Investment Management, Mutual Funds, Portfolio Management, Capital Markets, Asset Management, Fixed Income, Asset Managment, Derivatives, Hedge Funds, Financial Analysis, Equities, Investment Strategies, Financial Risk
Education
University of California, Los Angeles 1980 — 1983
M.A., Economics
Villanova University 1975 — 1980
Bachelor of Arts (B.A.), Economics
Genworth Financial Wealth Management April 2007 - January 2014
Bank of the West January 2000 - October 2005
Analytic Investors April 1995 - December 1999
I.D.E.A. Global, Inc. June 1992 - March 1995
Security Pacific National Bank April 1984 - June 1988
Skills
Asset Allocation, Risk Management, Investments, Alternative Investments, Investment Management, Mutual Funds, Portfolio Management, Capital Markets, Asset Management, Fixed Income, Asset Managment, Derivatives, Hedge Funds, Financial Analysis, Equities, Investment Strategies, Financial Risk
Education
University of California, Los Angeles 1980 — 1983
M.A., Economics
Villanova University 1975 — 1980
Bachelor of Arts (B.A.), Economics
John Woodworth John Woodworth's Bank of the West Experience Vice PresidentUnion Bank of CaliforniaJanuary 1999 - January 2004
Job Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West Vice PresidentUnion Bank of CaliforniaJanuary 1999 - January 2004
MGIC 1997 - 1998
Federal Home Loan Bank of San Francisco 1988 - 1997
Nevada Savings and Loan 1980 - 1988
Skills
Loans, Portfolio Management, Commercial Lending, Capital Markets, Relationship Management, Treasury Management, Commercial Banking, Financial Services, Credit, Mortgage Lending, Cash Management, Business Development, Underwriting, Banking, Internet Banking, Retail Banking, Small Business Lending, Credit Analysis, Asset Based Lending, Consumer Lending, Lines Of Credit
Education
University of California, Davis 1970 — 1975
Bachelors, Psychology, Biochemistry
Association for Financial Professionals
CTP
Santa Paula High School
Bank of the West Vice PresidentUnion Bank of CaliforniaJanuary 1999 - January 2004
MGIC 1997 - 1998
Federal Home Loan Bank of San Francisco 1988 - 1997
Nevada Savings and Loan 1980 - 1988
Skills
Loans, Portfolio Management, Commercial Lending, Capital Markets, Relationship Management, Treasury Management, Commercial Banking, Financial Services, Credit, Mortgage Lending, Cash Management, Business Development, Underwriting, Banking, Internet Banking, Retail Banking, Small Business Lending, Credit Analysis, Asset Based Lending, Consumer Lending, Lines Of Credit
Education
University of California, Davis 1970 — 1975
Bachelors, Psychology, Biochemistry
Association for Financial Professionals
CTP
Santa Paula High School
Dominic Bonacci, PMP, CSM Dominic Bonacci, PMP, CSM's Bank of the West Experience June 2010 - Present
Job Vice President, IT Project Manager at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West June 2010 - Present
Blackhawk Network May 2009 - April 2010
JP Morgan Chase July 2007 - October 2009
Harland Financial Solutions March 2003 - June 2007
Providian Financial April 1998 - October 2002
AT&T August 1996 - March 1998
Bank of America October 1994 - July 1996
Skills
Vendor Management, PMO, PMP, Agile Methodologies, SDLC, Business Intelligence
Education
University of California, Los Angeles 1989 — 1993
Bachelor's Degree, Business Economics
Bank of the West June 2010 - Present
Blackhawk Network May 2009 - April 2010
JP Morgan Chase July 2007 - October 2009
Harland Financial Solutions March 2003 - June 2007
Providian Financial April 1998 - October 2002
AT&T August 1996 - March 1998
Bank of America October 1994 - July 1996
Skills
Vendor Management, PMO, PMP, Agile Methodologies, SDLC, Business Intelligence
Education
University of California, Los Angeles 1989 — 1993
Bachelor's Degree, Business Economics
Vivien Nguyen, Pharm.D's Bank of the West Experience February 2004 - April 2006
Job Medical Science Liaison at Suneva Medical
Industry Pharmaceuticals
Experience
Suneva Medical June 2014 - Present
OptumRx July 2012 - May 2014
ISTA Pharmaceuticals July 2011 - June 2012
2010 Pharmacy May 2009 - December 2011
Albertsons June 2008 - August 2008
UC Irvine September 2004 - June 2007
Bank of the West February 2004 - April 2006
Skills
Pharmaceutical Industry, Pharmacy, Clinical Research, Medical Writing, Healthcare, Medical Affairs, PowerPoint, Research, Medicine, Microsoft Excel, Managed Care, PubMed, Microsoft Word, Regulatory Affairs, Dermatology, Medical Communications, Medical Education, Pharmacy Benefit..., Patient Education, Utilization Management, Clinical Pharmacy, Presentation Development, Aesthetics, Ophthalmology, Medicare Part D, Clinical Development
Education
University of Southern California 2007 — 2011
Pharm.D
University of California, Irvine 2003 — 2007
B.S., Biological Sciences
Suneva Medical June 2014 - Present
OptumRx July 2012 - May 2014
ISTA Pharmaceuticals July 2011 - June 2012
2010 Pharmacy May 2009 - December 2011
Albertsons June 2008 - August 2008
UC Irvine September 2004 - June 2007
Bank of the West February 2004 - April 2006
Skills
Pharmaceutical Industry, Pharmacy, Clinical Research, Medical Writing, Healthcare, Medical Affairs, PowerPoint, Research, Medicine, Microsoft Excel, Managed Care, PubMed, Microsoft Word, Regulatory Affairs, Dermatology, Medical Communications, Medical Education, Pharmacy Benefit..., Patient Education, Utilization Management, Clinical Pharmacy, Presentation Development, Aesthetics, Ophthalmology, Medicare Part D, Clinical Development
Education
University of Southern California 2007 — 2011
Pharm.D
University of California, Irvine 2003 — 2007
B.S., Biological Sciences
Eugene Delacruz Eugene Delacruz's Bank of the West Experience March 2013 - Present
Job VP/Relationship Manager at Bank of the West
Industry Banking
Experience
Bank of the West March 2013 - Present
Bank of the West November 2006 - April 2013
Union Bank March 2004 - November 2006
Union Bank July 2002 - March 2004
Skills
Commercial Banking, Credit Analysis, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Relationship Management, Commercial Lending, Credit, Small Business Lending, Customer Service, Banking, Consumer Lending, Treasury Management, Loans, Portfolio Management, Financial Analysis
Education
University of California, Irvine 1997 — 2001
Bachelor of Science (B.S.), Biological Sciences
University of Washington 2011 — 2013
Pacific Coast Banking School
Bank of the West March 2013 - Present
Bank of the West November 2006 - April 2013
Union Bank March 2004 - November 2006
Union Bank July 2002 - March 2004
Skills
Commercial Banking, Credit Analysis, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Relationship Management, Commercial Lending, Credit, Small Business Lending, Customer Service, Banking, Consumer Lending, Treasury Management, Loans, Portfolio Management, Financial Analysis
Education
University of California, Irvine 1997 — 2001
Bachelor of Science (B.S.), Biological Sciences
University of Washington 2011 — 2013
Pacific Coast Banking School
Steven Chang Steven Chang's Bank of the West Experience June 2008 - September 2008
Job Engagement Manager at Medallia
Industry Computer Software
Experience
Medallia July 2015 - Present
Medallia, Inc. December 2013 - June 2015
Medallia, Inc. September 2012 - November 2013
Cisco Systems August 2011 - September 2012
Cisco Systems August 2010 - August 2011
Warner Bros. Entertainment, Inc June 2009 - August 2009
Bank of the West June 2008 - September 2008
Skills
Access, Outlook, Excel, PowerPoint, Word, Analysis, SQL, Business Objects, Essbase, Microsoft Word, Business Strategy, Microsoft Excel, Business Analysis, Analytics, Enterprise Software, Data Analysis
Education
UCLA 2006 — 2010
Bachelor of Sciences, Mathematics/Economics, 3.8
Miramonte High School 2002 — 2006
Medallia July 2015 - Present
Medallia, Inc. December 2013 - June 2015
Medallia, Inc. September 2012 - November 2013
Cisco Systems August 2011 - September 2012
Cisco Systems August 2010 - August 2011
Warner Bros. Entertainment, Inc June 2009 - August 2009
Bank of the West June 2008 - September 2008
Skills
Access, Outlook, Excel, PowerPoint, Word, Analysis, SQL, Business Objects, Essbase, Microsoft Word, Business Strategy, Microsoft Excel, Business Analysis, Analytics, Enterprise Software, Data Analysis
Education
UCLA 2006 — 2010
Bachelor of Sciences, Mathematics/Economics, 3.8
Miramonte High School 2002 — 2006
Stacey Michrowski Stacey Michrowski's Bank of the West Experience November 2004 - July 2014
Job Strategic Planning and Administration Management Professional
Industry Banking
Experience
Bank of the West November 2004 - July 2014
Washington Mutual Bank August 2001 - September 2004
Banc of America Securities LLC May 1996 - July 2001
Skills
Banking, Commercial Banking, Loans, Management, Portfolio Management, Commercial Lending, Strategic Planning, Financial Analysis, Credit Risk, Credit, Credit Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA
University of Southern California - Marshall School of Business
Bachelors, Business Administration
Bank of the West November 2004 - July 2014
Washington Mutual Bank August 2001 - September 2004
Banc of America Securities LLC May 1996 - July 2001
Skills
Banking, Commercial Banking, Loans, Management, Portfolio Management, Commercial Lending, Strategic Planning, Financial Analysis, Credit Risk, Credit, Credit Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
MBA
University of Southern California - Marshall School of Business
Bachelors, Business Administration
Diane K Hayes Diane K Hayes's Bank of the West Experience April 2011 - Present
Job VP Relationship Manager at Bank of the West
Industry Banking
Experience
Bank of the West April 2011 - Present
Community Bank May 2007 - June 2009
Southern California Business Alliance March 2005 - May 2007
Citigroup/Citibank May 1984 - January 2001
Education
University of California, Irvine
BA, Economics
Bank of the West April 2011 - Present
Community Bank May 2007 - June 2009
Southern California Business Alliance March 2005 - May 2007
Citigroup/Citibank May 1984 - January 2001
Education
University of California, Irvine
BA, Economics
Marisa Phan Marisa Phan's Bank of the West Experience July 2001 - August 2005
Job Vice President & Senior Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2005 - Present
Commercial and Technology Banking group 2005 - Present
Bank of the West July 2001 - August 2005
Skills
Credit, Commercial Banking, Loans, Banking
Education
University of California, Los Angeles 1997 — 2001
Wells Fargo Bank August 2005 - Present
Commercial and Technology Banking group 2005 - Present
Bank of the West July 2001 - August 2005
Skills
Credit, Commercial Banking, Loans, Banking
Education
University of California, Los Angeles 1997 — 2001
Pamela Couce Pamela Couce's Bank of the West Experience March 2013 - Present
Job VP Platform Manager/Governance Risk and Compliance Program at Bank of the West
Industry Banking
Experience
Bank of the West March 2013 - Present
Kaiser Permanente IT July 2012 - March 2013
Wells Fargo Bank April 2011 - December 2011
Wells Fargo Corporate HR November 2006 - April 2011
Wells Fargo Consumer Credit Group November 2001 - November 2006
Countrywide Capital Markets July 1994 - July 2001
Skills
Business Analysis, Analysis, Process Improvement, Requirements Analysis, SQL, Change Management, Program Management, Word, Documentation, Microsoft Office, Excel, Team Leadership, SharePoint, Mentoring, Problem Solving, Quality Assurance, Software Documentation, Banking, Management, Training, Microsoft Word
Education
University of California, Los Angeles
BA, English Literature
Bank of the West March 2013 - Present
Kaiser Permanente IT July 2012 - March 2013
Wells Fargo Bank April 2011 - December 2011
Wells Fargo Corporate HR November 2006 - April 2011
Wells Fargo Consumer Credit Group November 2001 - November 2006
Countrywide Capital Markets July 1994 - July 2001
Skills
Business Analysis, Analysis, Process Improvement, Requirements Analysis, SQL, Change Management, Program Management, Word, Documentation, Microsoft Office, Excel, Team Leadership, SharePoint, Mentoring, Problem Solving, Quality Assurance, Software Documentation, Banking, Management, Training, Microsoft Word
Education
University of California, Los Angeles
BA, English Literature
Candace Joy Lewis Candace Joy Lewis's Bank of the West Experience October 1999 - November 2001
Job ClientService & Administrative Professional
Industry Pharmaceuticals
Experience
ShopRite of Belmar Pharmacy March 2013 - Present
Wrangled & Untangled, Professional Organizing Assistance September 2010 - December 2012
UCLA Film & TV Archive June 2007 - June 2010
UCLA Writing Programs March 2006 - June 2007
UCLA School of Theater, Film, and Television February 2005 - March 2006
UCLA September 2003 - January 2005
Oxnard Public Library January 2002 - September 2002
Bank of the West October 1999 - November 2001
Medical Broadcasting Company (MBC) January 1998 - August 1999
Lippincott-Raven Medical Publishers January 1997 - December 1997
Skills
Community Outreach, Time Management, Recruiting, Research, Event Management, Access, Customer Service, Teaching, Process Scheduler, Student Affairs, Statistics, Entertainment, Curriculum Design, Film
Education
University of California, Los Angeles 2002 — 2004
Master's of Library & Information Studies, Information Access.
University of Pennsylvania 1994 — 1998
Master's degree, Communication and Media Studies
University of Delaware 1989 — 1994
Bachelor's of Arts with Distinction. Cum Laude, Communication and Media Studies. Sociology., 3.8
ShopRite of Belmar Pharmacy March 2013 - Present
Wrangled & Untangled, Professional Organizing Assistance September 2010 - December 2012
UCLA Film & TV Archive June 2007 - June 2010
UCLA Writing Programs March 2006 - June 2007
UCLA School of Theater, Film, and Television February 2005 - March 2006
UCLA September 2003 - January 2005
Oxnard Public Library January 2002 - September 2002
Bank of the West October 1999 - November 2001
Medical Broadcasting Company (MBC) January 1998 - August 1999
Lippincott-Raven Medical Publishers January 1997 - December 1997
Skills
Community Outreach, Time Management, Recruiting, Research, Event Management, Access, Customer Service, Teaching, Process Scheduler, Student Affairs, Statistics, Entertainment, Curriculum Design, Film
Education
University of California, Los Angeles 2002 — 2004
Master's of Library & Information Studies, Information Access.
University of Pennsylvania 1994 — 1998
Master's degree, Communication and Media Studies
University of Delaware 1989 — 1994
Bachelor's of Arts with Distinction. Cum Laude, Communication and Media Studies. Sociology., 3.8
Stephane Johnston Stephane Johnston's Bank of the West Experience October 2010 - April 2013
Job Investment Counselor at Fisher Investments
Industry International Affairs
Experience
Fisher Investments July 2014 - Present
Bank of the West - Group BNP Paribas April 2013 - June 2014
Bank of the West October 2010 - April 2013
FACCSF (French American Chamber of Commerce October 2009 - December 2009
ASUCLA June 2008 - August 2009
Fleet Feet Sports Pleasanton December 2004 - September 2006
PeopleSoft June 2004 - August 2004
PeopleSoft June 2003 - August 2003
Skills
Banking, Business Development, French, Microsoft Excel, Analysis, Retail Banking, Event Management, Marketing, Investments, Loans, Sales, Commercial Banking, Credit, PowerPoint, International Business, Microsoft Word, Microsoft Office, Outlook, Editing
Education
University of California, Los Angeles 2006 — 2009
BA, Political Science
Fisher Investments July 2014 - Present
Bank of the West - Group BNP Paribas April 2013 - June 2014
Bank of the West October 2010 - April 2013
FACCSF (French American Chamber of Commerce October 2009 - December 2009
ASUCLA June 2008 - August 2009
Fleet Feet Sports Pleasanton December 2004 - September 2006
PeopleSoft June 2004 - August 2004
PeopleSoft June 2003 - August 2003
Skills
Banking, Business Development, French, Microsoft Excel, Analysis, Retail Banking, Event Management, Marketing, Investments, Loans, Sales, Commercial Banking, Credit, PowerPoint, International Business, Microsoft Word, Microsoft Office, Outlook, Editing
Education
University of California, Los Angeles 2006 — 2009
BA, Political Science
Jennifer Kyo's Bank of the West Experience August 2011 - January 2012
Job DreamWorks Animation
Industry Entertainment
Experience
DreamWorks Animation June 2013 - Present
Made in World Entertainment May 2013 - June 2013
Skyhill Financial, Inc. March 2012 - May 2013
Bank of the West August 2011 - January 2012
Best Buy October 2007 - September 2010
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Mac OS X, PC, Time Management, Adobe Acrobat, DocuSign, Gmail, Google Calendar
Education
UC Irvine 2005 — 2011
Bachelor of Arts (B.A.), Anthropology
DreamWorks Animation June 2013 - Present
Made in World Entertainment May 2013 - June 2013
Skyhill Financial, Inc. March 2012 - May 2013
Bank of the West August 2011 - January 2012
Best Buy October 2007 - September 2010
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Mac OS X, PC, Time Management, Adobe Acrobat, DocuSign, Gmail, Google Calendar
Education
UC Irvine 2005 — 2011
Bachelor of Arts (B.A.), Anthropology
Eric Kenagy Eric Kenagy's Bank of the West Experience April 2001 - May 2002
Job PhD History University of California, Riverside
Industry Higher Education
Experience
University of California, Riverside September 2006 - Present
California Middle School: Sacramento October 2004 - June 2005
CTB McGraw Hill February 2000 - June 2005
Old Marshall Adult School May 2004 - September 2004
Sacramento Central Library Authority July 2002 - March 2004
Bank of the West April 2001 - May 2002
CSUS Art Department August 2000 - February 2001
CSUS University Library April 1998 - May 2000
Skills
Tutoring, History, History Instruction, Proofreading and..., Computers: Apple and PC, Piano Instruction, Evaluating Standardized..., Mathematics Instruction, Student Teaching, Teaching, Typing Speed: 50w/min, Film Reviews, Lesson Planning, Mathematics Education, Books, Piano
Education
University of California, Riverside 2006 — 2013
PhD June 2015, Early Modern Europe, Modern World and U.S. History
California State University, Sacramento 1996 — 2004
Bachelor's Degree and Master's Degree, Liberal Arts and History
University of California, Riverside September 2006 - Present
California Middle School: Sacramento October 2004 - June 2005
CTB McGraw Hill February 2000 - June 2005
Old Marshall Adult School May 2004 - September 2004
Sacramento Central Library Authority July 2002 - March 2004
Bank of the West April 2001 - May 2002
CSUS Art Department August 2000 - February 2001
CSUS University Library April 1998 - May 2000
Skills
Tutoring, History, History Instruction, Proofreading and..., Computers: Apple and PC, Piano Instruction, Evaluating Standardized..., Mathematics Instruction, Student Teaching, Teaching, Typing Speed: 50w/min, Film Reviews, Lesson Planning, Mathematics Education, Books, Piano
Education
University of California, Riverside 2006 — 2013
PhD June 2015, Early Modern Europe, Modern World and U.S. History
California State University, Sacramento 1996 — 2004
Bachelor's Degree and Master's Degree, Liberal Arts and History
Jeff Jacobs's Bank of the West Experience June 2015 - Present
Job Sr. Data Architect (contract) at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West June 2015 - Present
Oracle Exadata (IOUG SIG) 2010 - Present
Blue Shield of California (contract) October 2014 - April 2015
PayPal February 2012 - May 2014
walmart.com August 2010 - January 2012
Clorox April 2010 - July 2010
Cisco (contract) July 2009 - April 2010
Oracle Development Tools User Group (ODTUG) 1994 - 2010
Rearden Commerce/Deem Inc August 2007 - November 2008
Covad Communications June 2005 - August 2007
Skills
Data Warehousing, Data Modeling, Program Management, Process Improvement, Engagement Management, Oracle performance, Exadata, Requirements Analysis, Software Development..., OLTP, Database Design, Oracle, Performance Tuning, Analysis, Databases, Business Analysis, Business Process..., Business Intelligence, SQL, SQL Tuning, Unix, Agile Methodologies, Project Management, Oracle RAC, CRM, Data Migration, Software Development, Architecture, ETL, OBIEE, Enterprise Architecture, Systems Analysis, Data Integration, Relational Databases, Data Architecture, PL/SQL, Architectures, Data warehouse
Education
U.C. Irvine
Bachelor's degree
University of California, Irvine
BS
Bank of the West June 2015 - Present
Oracle Exadata (IOUG SIG) 2010 - Present
Blue Shield of California (contract) October 2014 - April 2015
PayPal February 2012 - May 2014
walmart.com August 2010 - January 2012
Clorox April 2010 - July 2010
Cisco (contract) July 2009 - April 2010
Oracle Development Tools User Group (ODTUG) 1994 - 2010
Rearden Commerce/Deem Inc August 2007 - November 2008
Covad Communications June 2005 - August 2007
Skills
Data Warehousing, Data Modeling, Program Management, Process Improvement, Engagement Management, Oracle performance, Exadata, Requirements Analysis, Software Development..., OLTP, Database Design, Oracle, Performance Tuning, Analysis, Databases, Business Analysis, Business Process..., Business Intelligence, SQL, SQL Tuning, Unix, Agile Methodologies, Project Management, Oracle RAC, CRM, Data Migration, Software Development, Architecture, ETL, OBIEE, Enterprise Architecture, Systems Analysis, Data Integration, Relational Databases, Data Architecture, PL/SQL, Architectures, Data warehouse
Education
U.C. Irvine
Bachelor's degree
University of California, Irvine
BS
Andre' Smiley, CRCM Andre' Smiley, CRCM's Bank of the West Experience August 2012 - September 2013
Job Managing Director – Charles Schwab Bank Compliance at Charles Schwab
Industry Banking
Experience
Charles Schwab September 2013 - Present
Bank of the West August 2012 - September 2013
Bank of the West January 2011 - August 2012
Wells Fargo Bank April 2006 - January 2011
KPMG LLP 2003 - 2006
Federal Reserve Bank of San Francisco December 2001 - March 2003
Competix October 1999 - November 2001
First Interstate Bank 1990 - 1996
Skills
CRCM, Banking, Internal Controls, Leadership, Loans, Operational Risk, Policy, Retail Banking, Risk Assessment, Risk Management, Quality Assurance, Program Management, Management, Compliance, Cross-functional Team..., Internal Audit, Project Management, Training
Education
UCLA 1984 — 1989
BA, Sociology
Charles Schwab September 2013 - Present
Bank of the West August 2012 - September 2013
Bank of the West January 2011 - August 2012
Wells Fargo Bank April 2006 - January 2011
KPMG LLP 2003 - 2006
Federal Reserve Bank of San Francisco December 2001 - March 2003
Competix October 1999 - November 2001
First Interstate Bank 1990 - 1996
Skills
CRCM, Banking, Internal Controls, Leadership, Loans, Operational Risk, Policy, Retail Banking, Risk Assessment, Risk Management, Quality Assurance, Program Management, Management, Compliance, Cross-functional Team..., Internal Audit, Project Management, Training
Education
UCLA 1984 — 1989
BA, Sociology
Hardeep Kang, CPA Hardeep Kang, CPA's Bank of the West Experience April 2011 - Present
Job VP, ERM Senior Auditor at Bank of the West
Industry Financial Services
Experience
Bank of the West April 2011 - Present
RSM McGladrey, Inc October 2007 - April 2011
Republic Indemnity October 2004 - October 2007
Skills
Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Modeling, US GAAP, GAAP, Internal Audit, SEC filings, Financial Accounting, Enterprise Risk..., CPA, Financial Statements
Education
University of California, Davis 2001 — 2004
BS, Economics
Bank of the West April 2011 - Present
RSM McGladrey, Inc October 2007 - April 2011
Republic Indemnity October 2004 - October 2007
Skills
Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Modeling, US GAAP, GAAP, Internal Audit, SEC filings, Financial Accounting, Enterprise Risk..., CPA, Financial Statements
Education
University of California, Davis 2001 — 2004
BS, Economics
Chyree Wilson's Bank of the West Experience January 2014 - Present
Job Credit Risk Auditor, Vice President at Bank of the West
Industry Banking
Experience
Bank of the West January 2014 - Present
Valley Community Bank August 2013 - December 2013
Bank of the West September 2012 - August 2013
US Bank June 2010 - March 2012
Premier Service Bank March 2005 - June 2010
Wells Fargo Financial September 2004 - March 2005
Springboard October 2002 - March 2004
Skills
Credit, Underwriting, Financial Analysis, Credit Analysis, Banking, Customer Service, Loans, Commercial Lending, Commercial Banking, Cash Flow, Finance, Management, Portfolio Management, Risk Management, Financial Modeling, Credit Risk
Education
University of California, Riverside 2002 — 2004
B.S., Business Administration
University of California, Santa Cruz 2000 — 2002
Business Economics
Bank of the West January 2014 - Present
Valley Community Bank August 2013 - December 2013
Bank of the West September 2012 - August 2013
US Bank June 2010 - March 2012
Premier Service Bank March 2005 - June 2010
Wells Fargo Financial September 2004 - March 2005
Springboard October 2002 - March 2004
Skills
Credit, Underwriting, Financial Analysis, Credit Analysis, Banking, Customer Service, Loans, Commercial Lending, Commercial Banking, Cash Flow, Finance, Management, Portfolio Management, Risk Management, Financial Modeling, Credit Risk
Education
University of California, Riverside 2002 — 2004
B.S., Business Administration
University of California, Santa Cruz 2000 — 2002
Business Economics
Yi Kevin Huang Yi Kevin Huang's Bank of the West Experience June 2015 - Present
Job International Marketing Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2015 - Present
Calpis America, Inc June 2014 - June 2015
Alvarado Manufacturing August 2013 - May 2014
HSBC July 2010 - August 2013
Chinese Consumer Yellow Page July 2009 - September 2009
Skills
Digital Photography, Creative Writing, Adobe Premiere Pro, international purchasing, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Event Planning, Time Management, Social Media Marketing
Education
University of California, Riverside 2009 — 2013
Bachelor of Science (BS), Business Administration, Marketing
Bank of the West June 2015 - Present
Calpis America, Inc June 2014 - June 2015
Alvarado Manufacturing August 2013 - May 2014
HSBC July 2010 - August 2013
Chinese Consumer Yellow Page July 2009 - September 2009
Skills
Digital Photography, Creative Writing, Adobe Premiere Pro, international purchasing, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Event Planning, Time Management, Social Media Marketing
Education
University of California, Riverside 2009 — 2013
Bachelor of Science (BS), Business Administration, Marketing
Gil Bird's Bank of the West Experience March 2014 - March 2015
Job Vice President at SCB Forums
Industry Banking
Experience
SCB Forums April 2015 - Present
Bank of the West March 2014 - March 2015
Bank of the West October 2012 - March 2014
Bank of the West February 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - November 2010
SBE Entertainment January 2010 - April 2010
Skills
Competitive Analysis, Business Development, Data Analysis, Analytics, Marketing, Market Research, Sales, Portfolio Management, Marketing Strategy, Valuation, CRM, Microsoft Office
Education
UCLA 2008 — 2012
B.S, B.A., Mathematics/Economics, Psychology
The Webb Schools of California 2004 — 2008
SCB Forums April 2015 - Present
Bank of the West March 2014 - March 2015
Bank of the West October 2012 - March 2014
Bank of the West February 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - November 2010
SBE Entertainment January 2010 - April 2010
Skills
Competitive Analysis, Business Development, Data Analysis, Analytics, Marketing, Market Research, Sales, Portfolio Management, Marketing Strategy, Valuation, CRM, Microsoft Office
Education
UCLA 2008 — 2012
B.S, B.A., Mathematics/Economics, Psychology
The Webb Schools of California 2004 — 2008
Christy Huang's Bank of the West Experience October 2007 - July 2010
Job Treasury Management Training Specialist
Industry Banking
Experience
East West Bank July 2015 - Present
Cathay Bank July 2010 - July 2015
Bank of the West October 2007 - July 2010
Skills
Cash Management, Customer Service, Training, Management, Banking, Internal Audit, Commercial Banking, Risk Management, Retail Banking, Goal-oriented..., Highly Organized &..., Testing, Human Resources, Credit, Portfolio Management, Financial Analysis, Loans, Relationship Management, Strong Communication..., Strong Problem-Solving..., Invoicing, Software Documentation, Project Planning, Employee Benefits, Strong analytical skills, Computer Proficiency
Education
University of California, Los Angeles 2004 — 2006
Bachelor of Arts (B.A.), Economics
East West Bank July 2015 - Present
Cathay Bank July 2010 - July 2015
Bank of the West October 2007 - July 2010
Skills
Cash Management, Customer Service, Training, Management, Banking, Internal Audit, Commercial Banking, Risk Management, Retail Banking, Goal-oriented..., Highly Organized &..., Testing, Human Resources, Credit, Portfolio Management, Financial Analysis, Loans, Relationship Management, Strong Communication..., Strong Problem-Solving..., Invoicing, Software Documentation, Project Planning, Employee Benefits, Strong analytical skills, Computer Proficiency
Education
University of California, Los Angeles 2004 — 2006
Bachelor of Arts (B.A.), Economics
Avideh Enshaian Avideh Enshaian's Bank of the West Experience October 2013 - Present
Job Wealth Management Client Services Officer at Bank of the West
Industry Financial Services
Experience
Bank of the West October 2013 - Present
Wells Fargo May 2002 - October 2013
Skills
Success Driven, Relationship Management, Professional..., Innovation, Highly Ambitious, Networking, Organizational..., Operational Efficiency, Cost Effective, Banking, Commercial Banking, Consumer Lending, Credit, Customer Satisfaction, Loans, Customer Service, Management, Retail Banking, Wealth Management
Education
University of Phoenix 2008 — 2011
Master of Business Administration (MBA), General Studies
UCI 2002 — 2004
Bachelor of Arts (B.A.), Economics
Bank of the West October 2013 - Present
Wells Fargo May 2002 - October 2013
Skills
Success Driven, Relationship Management, Professional..., Innovation, Highly Ambitious, Networking, Organizational..., Operational Efficiency, Cost Effective, Banking, Commercial Banking, Consumer Lending, Credit, Customer Satisfaction, Loans, Customer Service, Management, Retail Banking, Wealth Management
Education
University of Phoenix 2008 — 2011
Master of Business Administration (MBA), General Studies
UCI 2002 — 2004
Bachelor of Arts (B.A.), Economics
Elizabeth Fritz's Bank of the West Experience March 2015 - Present
Job VP Marketing & Communications, Bank of the West Wealth Management / BNP Paribas Group
Industry Financial Services
Experience
Bank of the West March 2015 - Present
Wells Fargo June 2012 - May 2013
Ascent Private Capital Management of U.S. Bank January 2010 - June 2012
Capco October 2009 - December 2010
Wells Fargo March 2007 - September 2009
Wells Fargo March 2006 - September 2007
Skills
Business Analysis, Asset Managment, Wealth Management, Marketing Strategy, Marketing Communications, Project Management, Strategic Communications, Internal & External..., SharePoint, SharePoint Designer, Banking, Marketing, Asset Management, Investments, Business Process..., Financial Services, Management, Start-ups, Direct Marketing, Relationship Management, Leadership, Strategy, Consulting
Education
University of California, Davis
Bank of the West March 2015 - Present
Wells Fargo June 2012 - May 2013
Ascent Private Capital Management of U.S. Bank January 2010 - June 2012
Capco October 2009 - December 2010
Wells Fargo March 2007 - September 2009
Wells Fargo March 2006 - September 2007
Skills
Business Analysis, Asset Managment, Wealth Management, Marketing Strategy, Marketing Communications, Project Management, Strategic Communications, Internal & External..., SharePoint, SharePoint Designer, Banking, Marketing, Asset Management, Investments, Business Process..., Financial Services, Management, Start-ups, Direct Marketing, Relationship Management, Leadership, Strategy, Consulting
Education
University of California, Davis
Mor Petito Mor Petito's Bank of the West Experience June 2013 - September 2013
Job Membership and Engagement Coordinator at Sinai Temple
Industry Public Relations and Communications
Experience
Sinai Temple January 2015 - Present
Caruso Affiliated November 2014 - Present
Milk Studio November 2014 - December 2014
UCR College of Humanities, Arts, and Social Sciences June 2014 - November 2014
Hamco Greek LLC March 2014 - June 2014
UCR College of Humanities, Arts, and Social Sciences September 2013 - June 2014
Bank of the West June 2013 - September 2013
UCR Undergraduate Admissions September 2011 - March 2013
NewMark Merrill Companies January 2012 - October 2012
UCR Campus Tours, Undergraduate Admissions January 2011 - September 2011
Skills
Public Speaking, Team Leadership, Human Resources, Marketing, Sales, Compliance, Editing, Communication, Event Planning, Project Management, Volunteering, Hebrew, Microsoft Office, Diversity Training, Public Relations
Education
University of California, Riverside 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Beverly Hills High School 2006 — 2010
High School Diploma
Sinai Temple January 2015 - Present
Caruso Affiliated November 2014 - Present
Milk Studio November 2014 - December 2014
UCR College of Humanities, Arts, and Social Sciences June 2014 - November 2014
Hamco Greek LLC March 2014 - June 2014
UCR College of Humanities, Arts, and Social Sciences September 2013 - June 2014
Bank of the West June 2013 - September 2013
UCR Undergraduate Admissions September 2011 - March 2013
NewMark Merrill Companies January 2012 - October 2012
UCR Campus Tours, Undergraduate Admissions January 2011 - September 2011
Skills
Public Speaking, Team Leadership, Human Resources, Marketing, Sales, Compliance, Editing, Communication, Event Planning, Project Management, Volunteering, Hebrew, Microsoft Office, Diversity Training, Public Relations
Education
University of California, Riverside 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
Beverly Hills High School 2006 — 2010
High School Diploma
Jennifer Longstaff Jennifer Longstaff's Bank of the West Experience January 1985 - January 1999
Job Controller at Traditions Behavioral Health
Industry Nonprofit Organization Management
Experience
Traditions Behavioral Health April 2014 - Present
Jennifer Longstaff January 1985 - Present
Reich and Associates, Inc September 2006 - February 2014
Napa Valley Grapegrowers 2006 - February 2014
Bank of the West January 1985 - January 1999
Skills
Quickbooks, Accounting, Financial Reporting, Microsoft Office, Non-profits, Excel, Accounts Payable, Word, Accounts Receivable, Bookkeeping, Budgeting, Payroll, Reconciliation, Financial Analysis, General Ledger, QuickBooks, Nonprofits, Finance, Budgets, Microsoft Word, Microsoft Excel, Financial Accounting, Training, Banking
Education
University of California, Davis
Engineering
Traditions Behavioral Health April 2014 - Present
Jennifer Longstaff January 1985 - Present
Reich and Associates, Inc September 2006 - February 2014
Napa Valley Grapegrowers 2006 - February 2014
Bank of the West January 1985 - January 1999
Skills
Quickbooks, Accounting, Financial Reporting, Microsoft Office, Non-profits, Excel, Accounts Payable, Word, Accounts Receivable, Bookkeeping, Budgeting, Payroll, Reconciliation, Financial Analysis, General Ledger, QuickBooks, Nonprofits, Finance, Budgets, Microsoft Word, Microsoft Excel, Financial Accounting, Training, Banking
Education
University of California, Davis
Engineering
Tony Sweet Tony Sweet's Bank of the West Experience April 2010 - April 2011
Job Account Executive at Valley Yellow Pages
Industry Marketing and Advertising
Experience
Valley Yellow Pages June 2011 - Present
Bank of the West April 2010 - April 2011
Right Management July 2009 - August 2009
ADP, CLIENT SERVICES January 2000 - June 2009
Xerox January 1996 - January 1999
Xerox January 1985 - January 1996
Xerox January 1984 - January 1985
Skills
Management, Business Development, Marketing, Account Management, Selling, B2B, Leadership, New Business Development, Project Management, Cross-functional Team..., Sales, Team Building, Advertising, Advertising Sales, Training, CRM, Customer Service, Cold Calling, Sales Process, Lead Generation, Program Management, Business Analysis, Financial Analysis, Business Planning, SaaS, Strategic Planning, Payroll, Sales Presentations, Sales Management
Education
University of California, Irvine - The Paul Merage School of Business 1992 — 1994
MBA, Finance, Statistics
University of Oregon 1979 — 1983
BA, International Studies and Spanish Literature
Galileo High School 1977 — 1979
LIberal Arts, LIterature
Valley Yellow Pages June 2011 - Present
Bank of the West April 2010 - April 2011
Right Management July 2009 - August 2009
ADP, CLIENT SERVICES January 2000 - June 2009
Xerox January 1996 - January 1999
Xerox January 1985 - January 1996
Xerox January 1984 - January 1985
Skills
Management, Business Development, Marketing, Account Management, Selling, B2B, Leadership, New Business Development, Project Management, Cross-functional Team..., Sales, Team Building, Advertising, Advertising Sales, Training, CRM, Customer Service, Cold Calling, Sales Process, Lead Generation, Program Management, Business Analysis, Financial Analysis, Business Planning, SaaS, Strategic Planning, Payroll, Sales Presentations, Sales Management
Education
University of California, Irvine - The Paul Merage School of Business 1992 — 1994
MBA, Finance, Statistics
University of Oregon 1979 — 1983
BA, International Studies and Spanish Literature
Galileo High School 1977 — 1979
LIberal Arts, LIterature
Kenneth She Kenneth She's Bank of the West Experience August 2014 - Present
Job AVP, Senior Financial Analyst, Corporate Capital Management (CCAR) at Bank of the West
Industry Banking
Experience
Bank of the West August 2014 - Present
Office of the Comptroller of the Currency June 2013 - August 2014
Wells Fargo September 2012 - June 2013
Wells Fargo November 2011 - September 2012
First Hawaiian Bank March 2010 - August 2011
Hawaii Behavioral Health June 2009 - March 2010
Skills
Financial Analysis, Finance, Banking, Credit Analysis, Risk Management, PowerPoint, Accounting, Analysis, Quality Assurance, Covenant Compliance, Credit, Financial Risk, Customer Service, Business Strategy, Sales, Access, Commercial Banking, Data Analysis, Financial Modeling, Managerial Finance, Operations Management, Business Analysis, Process Improvement, Microsoft Excel, Loans, Commercial Lending, Regulatory Affairs, Stress Testing, Bank Secrecy Act, Corporate Governance, Internal Controls, Leadership, Credit Risk, Financial Services, Microsoft Office, Management, Corporate Finance, Auditing, Retail Banking, Internal Audit, risk, CCAR, Dodd-Frank
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Hawaii at Manoa 2004 — 2009
BA, Psychology
Bank of the West August 2014 - Present
Office of the Comptroller of the Currency June 2013 - August 2014
Wells Fargo September 2012 - June 2013
Wells Fargo November 2011 - September 2012
First Hawaiian Bank March 2010 - August 2011
Hawaii Behavioral Health June 2009 - March 2010
Skills
Financial Analysis, Finance, Banking, Credit Analysis, Risk Management, PowerPoint, Accounting, Analysis, Quality Assurance, Covenant Compliance, Credit, Financial Risk, Customer Service, Business Strategy, Sales, Access, Commercial Banking, Data Analysis, Financial Modeling, Managerial Finance, Operations Management, Business Analysis, Process Improvement, Microsoft Excel, Loans, Commercial Lending, Regulatory Affairs, Stress Testing, Bank Secrecy Act, Corporate Governance, Internal Controls, Leadership, Credit Risk, Financial Services, Microsoft Office, Management, Corporate Finance, Auditing, Retail Banking, Internal Audit, risk, CCAR, Dodd-Frank
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Hawaii at Manoa 2004 — 2009
BA, Psychology
Saeliew, Lai Saeliew, Lai's Bank of the West Experience June 2014 - Present
Job Profitability Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2014 - Present
Bank of the West September 2013 - June 2014
Bank of the West April 2012 - September 2013
Charles Schwab April 2010 - April 2012
Charles Schwab January 2008 - April 2010
Charles Schwab April 2007 - January 2008
Skills
Finance, Financial Analysis, Financial Modeling, Business Analysis, Strategic Financial..., Data Analysis, Corporate Finance, Financial Reporting, Risk Management, Analytics, Project Management, Process Improvement, Analysis, Business Objects, Microsoft Excel
Education
FINRA 2010 — 2010
Series 7, 63 License
H&R Block 2007 — 2007
California Tax Education Council Certification
University of California, Davis 2003 — 2006
BA, Economics
Bank of the West June 2014 - Present
Bank of the West September 2013 - June 2014
Bank of the West April 2012 - September 2013
Charles Schwab April 2010 - April 2012
Charles Schwab January 2008 - April 2010
Charles Schwab April 2007 - January 2008
Skills
Finance, Financial Analysis, Financial Modeling, Business Analysis, Strategic Financial..., Data Analysis, Corporate Finance, Financial Reporting, Risk Management, Analytics, Project Management, Process Improvement, Analysis, Business Objects, Microsoft Excel
Education
FINRA 2010 — 2010
Series 7, 63 License
H&R Block 2007 — 2007
California Tax Education Council Certification
University of California, Davis 2003 — 2006
BA, Economics
Han Auyeung's Bank of the West Experience June 2006 - January 2008
Job Portfolio manger at HOP, LLC
Industry Financial Services
Experience
AGSM Student Association July 2009 - July 2010
Marcus & Millichap July 2009 - May 2010
Bank of the West June 2006 - January 2008
Schoofs Inc June 2005 - October 2005
John Muir Medical Center June 2003 - September 2003
Michael Sechman and Associates June 2001 - September 2001
Skills
PowerPoint, Excel, Microsoft Office, Research, Forecasting, Budgeting, Financial Modeling, Microsoft Excel, Financial Analysis, Budgets, Contract Negotiation, Management, Finance, Leadership, Investments, Project Management
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2008 — 2010
MBA, Finance
University of California, Riverside 2004 — 2008
BS, Business Administration
AGSM Student Association July 2009 - July 2010
Marcus & Millichap July 2009 - May 2010
Bank of the West June 2006 - January 2008
Schoofs Inc June 2005 - October 2005
John Muir Medical Center June 2003 - September 2003
Michael Sechman and Associates June 2001 - September 2001
Skills
PowerPoint, Excel, Microsoft Office, Research, Forecasting, Budgeting, Financial Modeling, Microsoft Excel, Financial Analysis, Budgets, Contract Negotiation, Management, Finance, Leadership, Investments, Project Management
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2008 — 2010
MBA, Finance
University of California, Riverside 2004 — 2008
BS, Business Administration
Joseph Lee Joseph Lee's Bank of the West Experience March 2012 - Present
Job Top Performing Talent Acquisition Manager with a Passion for Coaching, Motivating and Developing a Team
Industry Human Resources
Experience
Bank of the West March 2012 - Present
Wells Fargo January 2010 - March 2012
Wachovia, A Wells Fargo Company August 2006 - January 2010
Washington Mutual Bank October 2000 - August 2006
Bank of America 1998 - 2000
Skills
Coaching, Talent Acquisition, Performance Management, Employee Engagement, Banking, Full-cycle Recruiting, Salary Negotiation, Workforce Planning, Recruitment/Retention, Talent Management, Applicant Tracking..., Interviewing, Hiring, Sourcing, Compensation, Direct Sourcing, Cold Calling, Resume Writing, PeopleSoft, Succession Planning, College Recruiting, Vendor Management, Compliance, Executive Search, Mentoring, Team Building, Employment Law, Process Improvement, Talent Development, Management Consulting, Career Counseling, Team Leadership, Leadership Development, Mergers, New Business Development, Strategic Sourcing, Mortgage, Change Management, HR Strategy, Recruiting, Mortgage Lending, Social Networking, Social Media, Deferred Compensation, Interviews, Benefits Negotiation, SDLC, Screening Resumes, Mergers & Acquisitions, Personnel Management
Education
University of California, Los Angeles
Human Resource Management Certification Program
University of California, Riverside
BA Psychology, Double Minor in Business and Human Development
Bank of the West March 2012 - Present
Wells Fargo January 2010 - March 2012
Wachovia, A Wells Fargo Company August 2006 - January 2010
Washington Mutual Bank October 2000 - August 2006
Bank of America 1998 - 2000
Skills
Coaching, Talent Acquisition, Performance Management, Employee Engagement, Banking, Full-cycle Recruiting, Salary Negotiation, Workforce Planning, Recruitment/Retention, Talent Management, Applicant Tracking..., Interviewing, Hiring, Sourcing, Compensation, Direct Sourcing, Cold Calling, Resume Writing, PeopleSoft, Succession Planning, College Recruiting, Vendor Management, Compliance, Executive Search, Mentoring, Team Building, Employment Law, Process Improvement, Talent Development, Management Consulting, Career Counseling, Team Leadership, Leadership Development, Mergers, New Business Development, Strategic Sourcing, Mortgage, Change Management, HR Strategy, Recruiting, Mortgage Lending, Social Networking, Social Media, Deferred Compensation, Interviews, Benefits Negotiation, SDLC, Screening Resumes, Mergers & Acquisitions, Personnel Management
Education
University of California, Los Angeles
Human Resource Management Certification Program
University of California, Riverside
BA Psychology, Double Minor in Business and Human Development
Samantha Chin Samantha Chin's Bank of the West Experience August 2015 - Present
Job Administrative Analyst at Bank of the West
Industry Human Resources
Experience
Bank of the West August 2015 - Present
Bank of the West November 2014 - July 2015
Genentech May 2013 - October 2014
Consumer Credit Counseling Service of San Francisco August 2012 - April 2013
Consumer Credit Counseling Service of San Francisco September 2010 - July 2012
California Youth Crisis Line June 2009 - August 2010
University of California, Davis May 2009 - August 2010
University of California, Davis September 2008 - March 2009
Education
University of California, Davis 2008 — 2010
Bachelor of Arts, Psychology
Bank of the West August 2015 - Present
Bank of the West November 2014 - July 2015
Genentech May 2013 - October 2014
Consumer Credit Counseling Service of San Francisco August 2012 - April 2013
Consumer Credit Counseling Service of San Francisco September 2010 - July 2012
California Youth Crisis Line June 2009 - August 2010
University of California, Davis May 2009 - August 2010
University of California, Davis September 2008 - March 2009
Education
University of California, Davis 2008 — 2010
Bachelor of Arts, Psychology
Kin Kui Kin Kui's Bank of the West Experience September 2000 - January 2014
Job VP, Senior Product Manager at Union Bank
Industry Banking
Experience
Union Bank February 2014 - Present
Bank of the West September 2000 - January 2014
Sanwa Bank January 1996 - September 2000
Towers Perrin January 1995 - December 1995
Bankers Trust August 1992 - August 1994
Education
University of California, Irvine
Union Bank February 2014 - Present
Bank of the West September 2000 - January 2014
Sanwa Bank January 1996 - September 2000
Towers Perrin January 1995 - December 1995
Bankers Trust August 1992 - August 1994
Education
University of California, Irvine
Art Romero Art Romero's Bank of the West Experience October 2005 - May 2006
Job Compliance Analyst at PIMCO
Industry Internet
Experience
PIMCO May 2013 - Present
Ocean Tomo February 2008 - September 2012
Albrecht & Barney Law Corporation August 2006 - February 2008
Law Office of Jack Earley August 2007 - September 2007
Bank of the West October 2005 - May 2006
Skills
Financial Analysis, Microsoft Excel, Valuation, Microsoft Office, Financial Modeling, PowerPoint, Marketing, Licensing, Microsoft Word, Research, Finance, Management, Budgets, CRM, Sales
Education
University of California, Irvine 2002 — 2007
Bachelor of Arts (B.A.), criminology law and society
PIMCO May 2013 - Present
Ocean Tomo February 2008 - September 2012
Albrecht & Barney Law Corporation August 2006 - February 2008
Law Office of Jack Earley August 2007 - September 2007
Bank of the West October 2005 - May 2006
Skills
Financial Analysis, Microsoft Excel, Valuation, Microsoft Office, Financial Modeling, PowerPoint, Marketing, Licensing, Microsoft Word, Research, Finance, Management, Budgets, CRM, Sales
Education
University of California, Irvine 2002 — 2007
Bachelor of Arts (B.A.), criminology law and society
Alyssa Onizuka's Bank of the West Experience December 2014 - Present
Job DLS Operations Utility at Bank of the West
Industry Banking
Experience
Bank of the West December 2014 - Present
Bank of the West April 2012 - Present
Macy's October 2011 - December 2011
UCSD Bookstore August 2010 - September 2011
Sanrio, Inc. May 2008 - July 2008
Skills
Customer Service, Training, Social Media, Management, Organization, Auditing, Sales, Outlook, Microsoft Word, Loans, QuickBooks, Microsoft Excel, Outstanding Customer..., Multi-tasking, Organizing, Filing, Eye for Details, Internal Communications, RV Loans, Data Entry, PowerPoint, Facebook, Multi Tasking, Community Outreach, Adobe Professional
Education
Diablo Valley College 2013 — 2015
Associate's degree, Business Marketing
University of California, San Diego 2009 — 2011
Bachelor of Arts, Communications
California High School 2003 — 2007
High School Degree
Bank of the West December 2014 - Present
Bank of the West April 2012 - Present
Macy's October 2011 - December 2011
UCSD Bookstore August 2010 - September 2011
Sanrio, Inc. May 2008 - July 2008
Skills
Customer Service, Training, Social Media, Management, Organization, Auditing, Sales, Outlook, Microsoft Word, Loans, QuickBooks, Microsoft Excel, Outstanding Customer..., Multi-tasking, Organizing, Filing, Eye for Details, Internal Communications, RV Loans, Data Entry, PowerPoint, Facebook, Multi Tasking, Community Outreach, Adobe Professional
Education
Diablo Valley College 2013 — 2015
Associate's degree, Business Marketing
University of California, San Diego 2009 — 2011
Bachelor of Arts, Communications
California High School 2003 — 2007
High School Degree
James Elwood James Elwood's Bank of the West Experience November 2013 - Present
Job Managing Director Vendor Finance Group
Industry Financial Services
Experience
Bank of the West November 2013 - Present
Bank of the West October 2005 - Present
Trinity Vendor Finance January 1991 - January 2005
U.S. Leasing Corporation April 1986 - June 1990
Skills
Management, Portfolio Management, Loans, Asset Based Lending, Program Management, Financial Services, Credit, Finance, Credit Analysis, Strategy, Sales Management, Banking, Leadership, Sales, Budgets
Education
University of California, Davis
Managerial Economics
Bank of the West November 2013 - Present
Bank of the West October 2005 - Present
Trinity Vendor Finance January 1991 - January 2005
U.S. Leasing Corporation April 1986 - June 1990
Skills
Management, Portfolio Management, Loans, Asset Based Lending, Program Management, Financial Services, Credit, Finance, Credit Analysis, Strategy, Sales Management, Banking, Leadership, Sales, Budgets
Education
University of California, Davis
Managerial Economics
Azeem Karmally Azeem Karmally's Bank of the West Experience July 1999 - November 2003
Job Realtor at Realm Professionals, LLC
Industry Real Estate
Experience
Realm Professionals July 2008 - Present
Realm Real Estate Professionals January 2008 - Present
Citi June 2008 - August 2010
SELF-EMPLOYED AT MARINA MARKET November 2003 - January 2008
Bank of the West July 1999 - November 2003
Bank of the West July 1999 - November 2003
Skills
Foreclosures, Short Sales, Buyer Representation, Sellers, Listings, First Time Home Buyers, Investors, Real Estate, Relocation, Real Estate Transactions, Buyers, ABR, Property, Leases, Single Family Homes, Referrals
Education
University of Houston, Victoria 2010 — 2012
MBA, Management
University of California, Los Angeles 1999 — 2001
Bachelor of Arts (B.A.), Economics/Finance
University of California-Los Angles (UCLA) 1999 — 2001
Bachelor, Economics
DeAnza College
TECHNICAL SKILLS
MBA, Management
Realm Professionals July 2008 - Present
Realm Real Estate Professionals January 2008 - Present
Citi June 2008 - August 2010
SELF-EMPLOYED AT MARINA MARKET November 2003 - January 2008
Bank of the West July 1999 - November 2003
Bank of the West July 1999 - November 2003
Skills
Foreclosures, Short Sales, Buyer Representation, Sellers, Listings, First Time Home Buyers, Investors, Real Estate, Relocation, Real Estate Transactions, Buyers, ABR, Property, Leases, Single Family Homes, Referrals
Education
University of Houston, Victoria 2010 — 2012
MBA, Management
University of California, Los Angeles 1999 — 2001
Bachelor of Arts (B.A.), Economics/Finance
University of California-Los Angles (UCLA) 1999 — 2001
Bachelor, Economics
DeAnza College
TECHNICAL SKILLS
MBA, Management
Beth Epstein, M.A., CBCP, MBCI's Bank of the West Experience 2000 - 2003
Job Manager, Business Continuity Management at First Republic Bank
Industry Banking
Experience
First Republic Bank December 2014 - Present
Disaster Recovery Journal March 2013 - Present
Jet Propulsion Laboratory September 2014 - December 2014
Kaiser Permanente IT May 2011 - August 2014
Association of Contingency Planners 2006 - 2013
Consultant 2009 - 2011
JP Morgan Chase - Washington Mutual Bank 2008 - 2009
McKesson Corp. 2007 - 2008
Wells Fargo Bank 1980 - 2007
Bank of the West 2000 - 2003
Skills
Disaster Recovery, Business Continuity, Risk Management, Compliance, Records Management, Project Planning, Project Implementation, Project Coordination, Project Delivery, Project Execution, Risk Assessment, Risk Mitigation, Risk Analysis, Compliance Management, Operations Management, Project Management, Program Management, Vendor Management, Management, Business Analysis, Process Improvement, Consulting, Governance, Information Technology, IT Strategy, Business Process..., Leadership
Education
University of California, Los Angeles
BA
University of Phoenix
MA
First Republic Bank December 2014 - Present
Disaster Recovery Journal March 2013 - Present
Jet Propulsion Laboratory September 2014 - December 2014
Kaiser Permanente IT May 2011 - August 2014
Association of Contingency Planners 2006 - 2013
Consultant 2009 - 2011
JP Morgan Chase - Washington Mutual Bank 2008 - 2009
McKesson Corp. 2007 - 2008
Wells Fargo Bank 1980 - 2007
Bank of the West 2000 - 2003
Skills
Disaster Recovery, Business Continuity, Risk Management, Compliance, Records Management, Project Planning, Project Implementation, Project Coordination, Project Delivery, Project Execution, Risk Assessment, Risk Mitigation, Risk Analysis, Compliance Management, Operations Management, Project Management, Program Management, Vendor Management, Management, Business Analysis, Process Improvement, Consulting, Governance, Information Technology, IT Strategy, Business Process..., Leadership
Education
University of California, Los Angeles
BA
University of Phoenix
MA
Nick Kamali's Bank of the West Experience December 2011 - May 2013
Job Business Development
Industry Computer Software
Experience
Yodlee May 2013 - January 2015
Bank of the West December 2011 - May 2013
Wells Fargo Bank July 2007 - July 2011
Bryco Funding October 2006 - April 2007
Alliance Bancorp December 2005 - August 2006
Provident Funding Associates L.P. March 2005 - December 2005
Morgan Stanley September 2002 - June 2003
Skills
Business Development, Sales, Financial Services, Sales Management, Strategy, Banking, Sales Presentations, Solution Selling, Mobile Technology, Salesforce.com, Start-ups, Financial Analysis, Leadership, Sales Operations, B2B, Forecasting, Finance, Negotiation, Data Analysis, Market Research, Technology, B2B software, APIs, Wealth Management..., Start-up Consulting, Databases, Data Aggregation, Big Data Analytics, Small Business..., Cloud Applications, Enterprise Software, hadoop, Data Migration, Small Business Lending, Corporate Finance
Education
University of California, Davis
Bachelor's Degree, Economics and History
Los Gatos High
Yodlee May 2013 - January 2015
Bank of the West December 2011 - May 2013
Wells Fargo Bank July 2007 - July 2011
Bryco Funding October 2006 - April 2007
Alliance Bancorp December 2005 - August 2006
Provident Funding Associates L.P. March 2005 - December 2005
Morgan Stanley September 2002 - June 2003
Skills
Business Development, Sales, Financial Services, Sales Management, Strategy, Banking, Sales Presentations, Solution Selling, Mobile Technology, Salesforce.com, Start-ups, Financial Analysis, Leadership, Sales Operations, B2B, Forecasting, Finance, Negotiation, Data Analysis, Market Research, Technology, B2B software, APIs, Wealth Management..., Start-up Consulting, Databases, Data Aggregation, Big Data Analytics, Small Business..., Cloud Applications, Enterprise Software, hadoop, Data Migration, Small Business Lending, Corporate Finance
Education
University of California, Davis
Bachelor's Degree, Economics and History
Los Gatos High
Cameron Park-Hur's Bank of the West Experience April 2014 - Present
Job User Experience Research Director
Industry Computer Software
Experience
Bank of the West April 2014 - Present
Bank of America June 2012 - April 2014
Bank of America July 2009 - May 2012
Bank of America January 2009 - June 2009
Bank of America February 2006 - January 2009
Usability, Support & Evaluation Lab, University of Michigan Ann Arbor September 2005 - January 2006
Xerox, Corp. May 2005 - August 2005
Panscopic Corp. May 2002 - November 2004
Kenamea, Inc. November 2000 - November 2001
Bluemountain.com / Excite@Home October 1999 - October 2000
Skills
Heuristic Evaluation, Contextual Inquiry, Card Sorting, Usability, User Research, User Interface Design, Usability Testing, Persona, User Experience, Ethnography, Information Architecture, Mobile Devices, Qualitative Research, User Experience Design, User Interface, User-centered Design, Wire Framing
Education
University of Michigan - School of Information
M.S., Information, Human Computer Interaction
University of California, San Diego
B.A., Interdisciplinary Computing and the Arts
Bank of the West April 2014 - Present
Bank of America June 2012 - April 2014
Bank of America July 2009 - May 2012
Bank of America January 2009 - June 2009
Bank of America February 2006 - January 2009
Usability, Support & Evaluation Lab, University of Michigan Ann Arbor September 2005 - January 2006
Xerox, Corp. May 2005 - August 2005
Panscopic Corp. May 2002 - November 2004
Kenamea, Inc. November 2000 - November 2001
Bluemountain.com / Excite@Home October 1999 - October 2000
Skills
Heuristic Evaluation, Contextual Inquiry, Card Sorting, Usability, User Research, User Interface Design, Usability Testing, Persona, User Experience, Ethnography, Information Architecture, Mobile Devices, Qualitative Research, User Experience Design, User Interface, User-centered Design, Wire Framing
Education
University of Michigan - School of Information
M.S., Information, Human Computer Interaction
University of California, San Diego
B.A., Interdisciplinary Computing and the Arts
Miguel Cerda's Bank of the West Experience 2002 - 2004
Job Business Operations, Risk Management and Customer Service Professional
Industry Consumer Services
Experience
Zynga May 2009 - September 2015
Pay By Touch July 2004 - May 2008
Bank of the West 2002 - 2004
Nextcard Inc 1998 - 2002
Skills
Product Management, Start-ups, Analytics, Vendor Management, Business Intelligence, Business Analysis, Process Improvement, Analysis, Strategy, E-commerce, Risk Management, Cross-functional Team..., Business Development, Program Management, Software Project..., Data Analysis, Integration, CRM, Management, Financial Services, Project Management, Agile Methodologies, Leadership, Training Seminars
Education
University of California, Davis 1987 — 1992
B.A., International Relations
Front Line Leadership training seminars through Achieve Global
Zynga May 2009 - September 2015
Pay By Touch July 2004 - May 2008
Bank of the West 2002 - 2004
Nextcard Inc 1998 - 2002
Skills
Product Management, Start-ups, Analytics, Vendor Management, Business Intelligence, Business Analysis, Process Improvement, Analysis, Strategy, E-commerce, Risk Management, Cross-functional Team..., Business Development, Program Management, Software Project..., Data Analysis, Integration, CRM, Management, Financial Services, Project Management, Agile Methodologies, Leadership, Training Seminars
Education
University of California, Davis 1987 — 1992
B.A., International Relations
Front Line Leadership training seminars through Achieve Global
Huong Hoang's Bank of the West Experience October 2014 - Present
Job Data Analyst
Industry Computer Software
Experience
Bank of the West October 2014 - Present
Intuit August 2013 - September 2014
Intuit August 2010 - July 2013
Intuit February 2010 - July 2010
Intuit October 2007 - August 2009
Database Marketing Solutions October 2006 - October 2007
ComUnity Lending March 2002 - September 2006
National Network of Grantmakers September 1999 - October 2001
Skills
Business Intelligence, Database Marketing, Databases, Project Management, Direct Marketing, Analytics, Software Documentation, Data Analysis, SAS, SQL, Segmentation, Cross-functional Team..., Analysis, Customer Insight, Business Objects, Microsoft Excel, Access, Oracle, MS Excel Pivot Tables, Email Marketing, Microsoft Office, Web Analytics, SaaS, MS Project, Microsoft SQL Server, Unix, Netezza, Tableau, R, SPSS, Teradata, SharePoint, Toad, Business Object
Education
University of California, San Diego
BA, Human Development
Bank of the West October 2014 - Present
Intuit August 2013 - September 2014
Intuit August 2010 - July 2013
Intuit February 2010 - July 2010
Intuit October 2007 - August 2009
Database Marketing Solutions October 2006 - October 2007
ComUnity Lending March 2002 - September 2006
National Network of Grantmakers September 1999 - October 2001
Skills
Business Intelligence, Database Marketing, Databases, Project Management, Direct Marketing, Analytics, Software Documentation, Data Analysis, SAS, SQL, Segmentation, Cross-functional Team..., Analysis, Customer Insight, Business Objects, Microsoft Excel, Access, Oracle, MS Excel Pivot Tables, Email Marketing, Microsoft Office, Web Analytics, SaaS, MS Project, Microsoft SQL Server, Unix, Netezza, Tableau, R, SPSS, Teradata, SharePoint, Toad, Business Object
Education
University of California, San Diego
BA, Human Development
Faye Tran's Bank of the West Experience August 2001 - August 2003
Job Vice President of Investments at Chase
Industry Financial Services
Experience
Chase Investment Services March 2010 - Present
Ameriprise Financial November 2007 - March 2010
Windsor Hotel January 2005 - October 2006
Bank of the West August 2001 - August 2003
Education
University of California, Los Angeles 1997 — 2001
International Economics
San Marino High School 1994 — 1997
Chase Investment Services March 2010 - Present
Ameriprise Financial November 2007 - March 2010
Windsor Hotel January 2005 - October 2006
Bank of the West August 2001 - August 2003
Education
University of California, Los Angeles 1997 — 2001
International Economics
San Marino High School 1994 — 1997
Lucy Norwood's Bank of the West Experience July 2012 - Present
Job Senior Profitability Analyst, VP at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2012 - Present
Capital One January 2011 - August 2012
HSBC January 2009 - January 2011
HSBC July 2006 - January 2009
FileNet September 2004 - July 2006
Institute for Pure and Applied Mathematics May 2004 - August 2004
Skills
SAS, SQL, MVS/TSO, JCL, C/C++, Java, Perl, VB, Macintosh, Unix, Windows, Managing Onshore Teams,..., OLAP, Databases, Program Management, SQL, Unix, Analysis, Analytics, Business Analysis, Business Intelligence, Data Analysis, Portfolio Management, SAS
Education
University of California, Irvine 2004 — 2006
Master's degree, Information and Computer Sciences
University of California, Los Angeles 1999 — 2003
Bachelor's degree, Applied Mathematics
Bank of the West July 2012 - Present
Capital One January 2011 - August 2012
HSBC January 2009 - January 2011
HSBC July 2006 - January 2009
FileNet September 2004 - July 2006
Institute for Pure and Applied Mathematics May 2004 - August 2004
Skills
SAS, SQL, MVS/TSO, JCL, C/C++, Java, Perl, VB, Macintosh, Unix, Windows, Managing Onshore Teams,..., OLAP, Databases, Program Management, SQL, Unix, Analysis, Analytics, Business Analysis, Business Intelligence, Data Analysis, Portfolio Management, SAS
Education
University of California, Irvine 2004 — 2006
Master's degree, Information and Computer Sciences
University of California, Los Angeles 1999 — 2003
Bachelor's degree, Applied Mathematics
Roger Tharachai's Bank of the West Experience August 2010 - September 2011
Job Consultant at PA Consulting Group
Industry Computer Software
Experience
PA Consulting Group February 2013 - Present
Bank of the West August 2010 - September 2011
Capgemini June 2007 - August 2010
Filenet - An IBM Company August 2004 - March 2007
UCI Parking Department April 2003 - August 2004
Skills
Agile Methodologies, SDLC, SQL, Enterprise Architecture, C#, WCF, Business Analysis, Requirements Analysis, Microsoft SQL Server, Java, Software Development, ITIL Certified
Education
University of California, Irvine
Masters, Information and Computer Science
University of California, Irvine
BA, Information and Computer Science
PA Consulting Group February 2013 - Present
Bank of the West August 2010 - September 2011
Capgemini June 2007 - August 2010
Filenet - An IBM Company August 2004 - March 2007
UCI Parking Department April 2003 - August 2004
Skills
Agile Methodologies, SDLC, SQL, Enterprise Architecture, C#, WCF, Business Analysis, Requirements Analysis, Microsoft SQL Server, Java, Software Development, ITIL Certified
Education
University of California, Irvine
Masters, Information and Computer Science
University of California, Irvine
BA, Information and Computer Science
Gavin Kiel's Bank of the West Experience September 2007 - April 2009
Job Research Assistant at Lawrence Berkeley National Laboratory
Industry Financial Services
Experience
UC Berkeley June 2011 - Present
Lawrence Berkeley National Laboratory January 2012 - July 2012
Oxford University, UK September 2009 - July 2010
Bank of the West September 2007 - April 2009
Education
University of Oxford - Said Business School 2009 — 2010
Master of Science, Financial Economics
University of California, Los Angeles 2005 — 2007
Bachelor of Arts, Economics
UC Berkeley June 2011 - Present
Lawrence Berkeley National Laboratory January 2012 - July 2012
Oxford University, UK September 2009 - July 2010
Bank of the West September 2007 - April 2009
Education
University of Oxford - Said Business School 2009 — 2010
Master of Science, Financial Economics
University of California, Los Angeles 2005 — 2007
Bachelor of Arts, Economics
Francis Bonnemere's Bank of the West Experience October 2006 - May 2012
Job CMG Senior Product Manager at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank May 2012 - Present
Bank of the West October 2006 - May 2012
Countrywide Bank, N.A. August 2005 - October 2006
Digital Insight August 2004 - August 2005
Digital Insight April 2001 - August 2004
Pacific Century Bank N.A. August 1999 - April 2001
People's Bank of California August 1996 - March 1998
Marathon National Bank September 1985 - August 1996
Skills
Internet Banking, Vendor Relations, Cards, Commercial Banking, ACH, Product Management, Vendor Management, Banking, Process Improvement, Cross-functional Team..., Business Analysis, SDLC, Customer Relations, Compliance, Cash Management, Problem Solving, Payments, Change Management, Documentation, Customer Service, Operations Management, Mentoring, Software Documentation, Treasury Services, Relationship Management, Analysis, Treasury Management, Financial Services, Management, Electronic Payments, Quality Assurance, Credit Cards, Risk Management, Leadership, Business Development, Retail Banking, Strategy, Payment Systems, Call Centers, Credit, Core Banking, Portfolio Management, Mobile Payments, Cross Selling, E-payments, Operational Risk..., Financial Risk, Mergers & Acquisitions
Education
University of California, Los Angeles 1983 — 1987
Silicon Valley Bank May 2012 - Present
Bank of the West October 2006 - May 2012
Countrywide Bank, N.A. August 2005 - October 2006
Digital Insight August 2004 - August 2005
Digital Insight April 2001 - August 2004
Pacific Century Bank N.A. August 1999 - April 2001
People's Bank of California August 1996 - March 1998
Marathon National Bank September 1985 - August 1996
Skills
Internet Banking, Vendor Relations, Cards, Commercial Banking, ACH, Product Management, Vendor Management, Banking, Process Improvement, Cross-functional Team..., Business Analysis, SDLC, Customer Relations, Compliance, Cash Management, Problem Solving, Payments, Change Management, Documentation, Customer Service, Operations Management, Mentoring, Software Documentation, Treasury Services, Relationship Management, Analysis, Treasury Management, Financial Services, Management, Electronic Payments, Quality Assurance, Credit Cards, Risk Management, Leadership, Business Development, Retail Banking, Strategy, Payment Systems, Call Centers, Credit, Core Banking, Portfolio Management, Mobile Payments, Cross Selling, E-payments, Operational Risk..., Financial Risk, Mergers & Acquisitions
Education
University of California, Los Angeles 1983 — 1987
Christine Hryciw's Bank of the West Experience 2004 - 2004
Job AVP, Compliance Supervisor at California United Bank
Industry Banking
Experience
California United Bank November 2013 - Present
Citi March 2013 - November 2013
East West Bank January 2008 - March 2013
WMC Mortgage - GE Money Bank 2006 - 2007
IndyMac Bank 2004 - 2006
Bank of the West 2004 - 2004
Countrywide Financial Corporation 2003 - 2004
Countrywide Financial Corporation 2002 - 2003
Countrywide Financial Corporation 1997 - 2002
Countrywide Financial Corporation 1996 - 1997
Skills
Internal Audit, Compliance, Enterprise Risk..., Banking, Compliance Audits, Mortgage, Vendor Management, Mortgage Lending, Risk Management, Quality Auditing, Credit Risk, Internal Controls, Loans, Credit, Operations Management, Auditing, Management, Retail Banking, Commercial Banking, Accounting, Finance, AML, Bank Secrecy Act, OFAC, Commercial Lending, Mortgage Banking, Financial Institutions, KYC, Consumer Lending, Operational Risk, Credit Analysis, Operational Risk..., Loan Servicing, Financial Services, Cash Management, Portfolio Management, Executive Management, USA PATRIOT Act, Due Diligence, Credit Cards, Compliance Testing, Anti Money Laundering
Education
University of California, Los Angeles 1984 — 1989
BA
Harvard University Summer Program 1986 — 1986
California United Bank November 2013 - Present
Citi March 2013 - November 2013
East West Bank January 2008 - March 2013
WMC Mortgage - GE Money Bank 2006 - 2007
IndyMac Bank 2004 - 2006
Bank of the West 2004 - 2004
Countrywide Financial Corporation 2003 - 2004
Countrywide Financial Corporation 2002 - 2003
Countrywide Financial Corporation 1997 - 2002
Countrywide Financial Corporation 1996 - 1997
Skills
Internal Audit, Compliance, Enterprise Risk..., Banking, Compliance Audits, Mortgage, Vendor Management, Mortgage Lending, Risk Management, Quality Auditing, Credit Risk, Internal Controls, Loans, Credit, Operations Management, Auditing, Management, Retail Banking, Commercial Banking, Accounting, Finance, AML, Bank Secrecy Act, OFAC, Commercial Lending, Mortgage Banking, Financial Institutions, KYC, Consumer Lending, Operational Risk, Credit Analysis, Operational Risk..., Loan Servicing, Financial Services, Cash Management, Portfolio Management, Executive Management, USA PATRIOT Act, Due Diligence, Credit Cards, Compliance Testing, Anti Money Laundering
Education
University of California, Los Angeles 1984 — 1989
BA
Harvard University Summer Program 1986 — 1986
Freddy Chuck's Bank of the West Experience July 2008 - Present
Job Sr. Risk Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2008 - Present
Washington Mutual October 2006 - July 2007
Wells Fargo 2003 - 2004
Charles Schwab 1995 - 2003
Skills
Vendor Management, Banking, ITIL
Education
University of California, Davis 1989 — 1994
Bank of the West July 2008 - Present
Washington Mutual October 2006 - July 2007
Wells Fargo 2003 - 2004
Charles Schwab 1995 - 2003
Skills
Vendor Management, Banking, ITIL
Education
University of California, Davis 1989 — 1994
Don Mercer's Bank of the West Experience December 2007 - Present
Job SVP/SBA National Sales Manager
Industry Banking
Experience
Bank of the West December 2007 - Present
Bank of the West October 2003 - December 2007
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, Credit, Loan Origination, Consumer Lending, SBA, Commercial Mortgages, Small Business, Portfolio Management, Banking, Asset Based Lending, Credit Analysis, Mortgage Lending, Underwriting
Education
University of California, Los Angeles 1990 — 1994
PCBS
PCBS
Bank of the West December 2007 - Present
Bank of the West October 2003 - December 2007
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, Credit, Loan Origination, Consumer Lending, SBA, Commercial Mortgages, Small Business, Portfolio Management, Banking, Asset Based Lending, Credit Analysis, Mortgage Lending, Underwriting
Education
University of California, Los Angeles 1990 — 1994
PCBS
PCBS
Robert Sakai's Bank of the West Experience 2010 - 2011
Job Director at MUFG Union Bank N.A.
Industry Banking
Experience
MUFG Union Bank N.A. March 2011 - Present
Bank of the West 2010 - 2011
Fitch Ratings 2009 - 2010
BNP Paribas 2005 - 2007
Banc of America Securities 2001 - 2005
S&P 1997 - 2001
Skills
Public Finance, Financial Modeling, Fixed Income, Credit Analysis, Capital Markets, Investment Banking, Credit, Portfolio Management, Credit Risk, Financial Analysis
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Finance
University of Southern California 1989 — 1991
MS, Environmental Engineering
University of California, Los Angeles 1984 — 1988
BS, Chemical Engineering
MUFG Union Bank N.A. March 2011 - Present
Bank of the West 2010 - 2011
Fitch Ratings 2009 - 2010
BNP Paribas 2005 - 2007
Banc of America Securities 2001 - 2005
S&P 1997 - 2001
Skills
Public Finance, Financial Modeling, Fixed Income, Credit Analysis, Capital Markets, Investment Banking, Credit, Portfolio Management, Credit Risk, Financial Analysis
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Finance
University of Southern California 1989 — 1991
MS, Environmental Engineering
University of California, Los Angeles 1984 — 1988
BS, Chemical Engineering
Matthew Chin's Bank of the West Experience October 2002 - August 2003
Job Account Manager at Alliant Employee Benefits
Industry Management Consulting
Experience
Alliant Insurance Services November 2014 - Present
Kaiser Permanente August 2013 - November 2014
Kaiser Permanente April 2012 - July 2013
Kaiser Permanente May 2009 - March 2012
Kaiser Permanente June 2007 - April 2009
Accountemps April 2007 - May 2007
Morgan Stanley July 2005 - September 2005
Bank of the West October 2002 - August 2003
Skills
Microsoft Excel, Underwriting, Data Analysis, Risk Management, Analysis, PowerPoint, Customer Service, Healthcare, Process Improvement, Management, Training, Managed Care, Communication, SQL, Team Building, Lotus Notes, Outlook, Microsoft Word, Analytics, Finance, Health Insurance, Employee Benefits
Education
University of California, Davis 2003 — 2006
Bachelor of Science (BS), Economics and minor in Communications
Alliant Insurance Services November 2014 - Present
Kaiser Permanente August 2013 - November 2014
Kaiser Permanente April 2012 - July 2013
Kaiser Permanente May 2009 - March 2012
Kaiser Permanente June 2007 - April 2009
Accountemps April 2007 - May 2007
Morgan Stanley July 2005 - September 2005
Bank of the West October 2002 - August 2003
Skills
Microsoft Excel, Underwriting, Data Analysis, Risk Management, Analysis, PowerPoint, Customer Service, Healthcare, Process Improvement, Management, Training, Managed Care, Communication, SQL, Team Building, Lotus Notes, Outlook, Microsoft Word, Analytics, Finance, Health Insurance, Employee Benefits
Education
University of California, Davis 2003 — 2006
Bachelor of Science (BS), Economics and minor in Communications
Brian Rivera's Bank of the West Experience January 2015 - Present
Job VP, Rewards Partner at Bank of the West
Industry Financial Services
Experience
Bank of the West January 2015 - Present
Hyundai Capital America September 2013 - December 2014
USAA August 2008 - August 2013
Washington Mutual August 2005 - January 2008
CB Richard Ellis April 2004 - August 2005
UCLA September 2001 - April 2004
Globix 2000 - 2001
Skills
Deferred Compensation, Performance Management, Incentive Programs, Program Management, Process Improvement, Employee Benefits, Human Resources, Leadership, Strategic Planning, Analysis, PeopleSoft, Management, Strategy
Education
UCLA 1995 — 2000
Bachelor of Arts, Economics
Bank of the West January 2015 - Present
Hyundai Capital America September 2013 - December 2014
USAA August 2008 - August 2013
Washington Mutual August 2005 - January 2008
CB Richard Ellis April 2004 - August 2005
UCLA September 2001 - April 2004
Globix 2000 - 2001
Skills
Deferred Compensation, Performance Management, Incentive Programs, Program Management, Process Improvement, Employee Benefits, Human Resources, Leadership, Strategic Planning, Analysis, PeopleSoft, Management, Strategy
Education
UCLA 1995 — 2000
Bachelor of Arts, Economics
Hosein Sarrafan's Bank of the West Experience February 2003 - November 2012
Job Vice President at City National Bank
Industry Banking
Experience
Lions Clubs International December 2014 - Present
City National Bank November 2012 - Present
Bank of the West February 2003 - November 2012
Select Personnel Services August 2001 - February 2003
Santa Barbara Bank & Trust April 1998 - August 2001
Wells Fargo August 1995 - April 1998
Skills
Financial Analysis, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Loans, Retail Banking, Finance, Investments, Sales Management, Insurance, New Business Development, Leadership, Wealth Management, Customer Service, Strategic Financial..., Small Business Lending, Credit, Consumer Lending, Loan Origination, Entrepreneurship, Small Business, Executive Management, Underwriting, Sales, Business Development, Real Estate, Team Building, Budgets, Negotiation, Time Management, Training, Management, Portfolio Management, Business Planning, Financial Services, Customer Retention, Due Diligence, Credit Analysis, Mortgage Banking, Asset Management, Branch Management, Relationship Management, Cash Management, Risk Management, SBA, Lines Of Credit, Deposits, Credit Risk, Branch Banking
Education
University of California, Santa Barbara 1993 — 1996
Bachelor of Arts (B.A.), Mathematics & Psychology
University of California, Los Angeles
Certified FInancial Planning
Lions Clubs International December 2014 - Present
City National Bank November 2012 - Present
Bank of the West February 2003 - November 2012
Select Personnel Services August 2001 - February 2003
Santa Barbara Bank & Trust April 1998 - August 2001
Wells Fargo August 1995 - April 1998
Skills
Financial Analysis, Mortgage Lending, Commercial Lending, Commercial Banking, Banking, Loans, Retail Banking, Finance, Investments, Sales Management, Insurance, New Business Development, Leadership, Wealth Management, Customer Service, Strategic Financial..., Small Business Lending, Credit, Consumer Lending, Loan Origination, Entrepreneurship, Small Business, Executive Management, Underwriting, Sales, Business Development, Real Estate, Team Building, Budgets, Negotiation, Time Management, Training, Management, Portfolio Management, Business Planning, Financial Services, Customer Retention, Due Diligence, Credit Analysis, Mortgage Banking, Asset Management, Branch Management, Relationship Management, Cash Management, Risk Management, SBA, Lines Of Credit, Deposits, Credit Risk, Branch Banking
Education
University of California, Santa Barbara 1993 — 1996
Bachelor of Arts (B.A.), Mathematics & Psychology
University of California, Los Angeles
Certified FInancial Planning
Steven Luu's Bank of the West Experience May 2012 - Present
Job VP Financial Analyst at Bank of the West
Industry Real Estate
Experience
Bank of the West May 2012 - Present
Cap Managment Systems October 2009 - May 2012
Wildbrian, Inc. January 2009 - October 2009
Raise the Field 2008 - 2009
First American Home Buyers Protection 2008 - 2009
Skills
MS Excel, MS Access, Crystal Reports XI, SQL, Statistics
Education
University of California, San Diego 1996 — 2002
Bachelore of Arts, Mathematics
Bank of the West May 2012 - Present
Cap Managment Systems October 2009 - May 2012
Wildbrian, Inc. January 2009 - October 2009
Raise the Field 2008 - 2009
First American Home Buyers Protection 2008 - 2009
Skills
MS Excel, MS Access, Crystal Reports XI, SQL, Statistics
Education
University of California, San Diego 1996 — 2002
Bachelore of Arts, Mathematics
Sam Lin's Bank of the West Experience August 2000 - October 2003
Job Senior Finance Manager at TIBCO Software
Industry Computer Software
Experience
TIBCO Software July 2008 - Present
Digital Insight 2013 - 2014
Autodesk September 2005 - July 2008
Kaiser Permanente IT October 2003 - September 2005
Bank of the West August 2000 - October 2003
Skills
Essbase, Hyperion Enterprise, Financial Modeling, Financial Analysis, Consolidation, Financial Reporting, Business Objects, Forecasting, Finance, SAP, Business Analysis, Process Improvement, Due Diligence, Data Analysis
Education
University of California, Davis 1996 — 2000
Bachelor of Science (B.S.), Managerial Economics
TIBCO Software July 2008 - Present
Digital Insight 2013 - 2014
Autodesk September 2005 - July 2008
Kaiser Permanente IT October 2003 - September 2005
Bank of the West August 2000 - October 2003
Skills
Essbase, Hyperion Enterprise, Financial Modeling, Financial Analysis, Consolidation, Financial Reporting, Business Objects, Forecasting, Finance, SAP, Business Analysis, Process Improvement, Due Diligence, Data Analysis
Education
University of California, Davis 1996 — 2000
Bachelor of Science (B.S.), Managerial Economics
Ha Doshay's Bank of the West Experience January 2006 - August 2006
Job Junior Staff Accountant at AEG
Industry Entertainment
Experience
AEG April 2012 - Present
Bank of America March 2012 - April 2012
Bank of America August 2011 - March 2012
Crowne Plaza Fullerton March 2011 - August 2011
O'Neill Clothing March 2008 - March 2010
O'Nell Clothing February 2007 - March 2008
United States Air Force August 2006 - November 2006
Bank of the West January 2006 - August 2006
Bank of America June 2003 - January 2006
Crystal Cruises June 2000 - September 2000
Skills
Sales, Inventory Management, Microsoft Excel, Communication, Account Reconciliation, Sales Operations, Event Planning, Microsoft Office, Bank Reconciliation, Merchandising, Outlook, Accounting, Microsoft Word, Marketing, Customer Service, Social Networking, Account Management, PowerPoint, Facebook, Social Media Marketing, Financial Analysis, Management, Leadership, Event Management, Social Media, Data Analysis, Team Leadership, Negotiation, Marketing Strategy, Public Speaking, Email Marketing, Trend Analysis, Fashion, Strategic Planning, Advertising, Research, Nonprofits, Photoshop, Brand Management, Project Management, Public Relations, Trade Shows
Education
University of California, Riverside 2002 — 2006
BA, Business Economics
AEG April 2012 - Present
Bank of America March 2012 - April 2012
Bank of America August 2011 - March 2012
Crowne Plaza Fullerton March 2011 - August 2011
O'Neill Clothing March 2008 - March 2010
O'Nell Clothing February 2007 - March 2008
United States Air Force August 2006 - November 2006
Bank of the West January 2006 - August 2006
Bank of America June 2003 - January 2006
Crystal Cruises June 2000 - September 2000
Skills
Sales, Inventory Management, Microsoft Excel, Communication, Account Reconciliation, Sales Operations, Event Planning, Microsoft Office, Bank Reconciliation, Merchandising, Outlook, Accounting, Microsoft Word, Marketing, Customer Service, Social Networking, Account Management, PowerPoint, Facebook, Social Media Marketing, Financial Analysis, Management, Leadership, Event Management, Social Media, Data Analysis, Team Leadership, Negotiation, Marketing Strategy, Public Speaking, Email Marketing, Trend Analysis, Fashion, Strategic Planning, Advertising, Research, Nonprofits, Photoshop, Brand Management, Project Management, Public Relations, Trade Shows
Education
University of California, Riverside 2002 — 2006
BA, Business Economics
Regina V. Pascual, AFIM, CFIRS's Bank of the West Experience September 2014 - Present
Job Investments Operations Mgr at Bank of the West
Industry Financial Services
Experience
Bank of the West September 2014 - Present
Bank of the West September 2010 - September 2014
Roth Capital Partners March 2006 - December 2008
Wells Fargo Bank September 2004 - March 2006
Bank of America December 1996 - September 2004
Skills
New Business Development, Wealth Management, Loans, Risk Management, Financial Services, Account Management, Bloomberg, Finance, Retail Banking, OFAC, Microsoft Office, Relationship Management, Business Planning
Education
Cannon Financial Institute 2012 — 2014
Trust, Audit, Compliance & Risk Management, CFIRS
Cannon Financial Institute 2012 — 2014
Accredited Fiduciary Investment Manager (AFIM), Investment Management
University of California, Irvine 1997 — 2001
BA, Economics & Management
Bank of the West September 2014 - Present
Bank of the West September 2010 - September 2014
Roth Capital Partners March 2006 - December 2008
Wells Fargo Bank September 2004 - March 2006
Bank of America December 1996 - September 2004
Skills
New Business Development, Wealth Management, Loans, Risk Management, Financial Services, Account Management, Bloomberg, Finance, Retail Banking, OFAC, Microsoft Office, Relationship Management, Business Planning
Education
Cannon Financial Institute 2012 — 2014
Trust, Audit, Compliance & Risk Management, CFIRS
Cannon Financial Institute 2012 — 2014
Accredited Fiduciary Investment Manager (AFIM), Investment Management
University of California, Irvine 1997 — 2001
BA, Economics & Management
Angel Chen,CWS®'s Bank of the West Experience December 2009 - January 2012
Job Senior Vice PresidentPrivate Client Services at City National Bank
Industry Banking
Experience
City National Bank January 2012 - Present
UC Irvine January 2012 - Present
Pacific Asia Museum January 2012 - December 2013
Bank of the West December 2009 - January 2012
Wells Fargo October 2008 - December 2009
Union Bank August 2005 - October 2008
Bank of America April 2002 - August 2005
Skills
Wealth Management, Banking, Private Banking, Credit, Portfolio Management, Asset Managment, Investments, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Strategic Planning, Lines Of Credit, Consumer Lending
Education
University of Phoenix-Southern California Campus 2003 — 2006
Master of Business Administration (M.B.A.), Global Asset Management
University of California, Irvine 1995 — 1999
Bachelor of Science (B.S.), Economics and business management
City National Bank January 2012 - Present
UC Irvine January 2012 - Present
Pacific Asia Museum January 2012 - December 2013
Bank of the West December 2009 - January 2012
Wells Fargo October 2008 - December 2009
Union Bank August 2005 - October 2008
Bank of America April 2002 - August 2005
Skills
Wealth Management, Banking, Private Banking, Credit, Portfolio Management, Asset Managment, Investments, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Strategic Planning, Lines Of Credit, Consumer Lending
Education
University of Phoenix-Southern California Campus 2003 — 2006
Master of Business Administration (M.B.A.), Global Asset Management
University of California, Irvine 1995 — 1999
Bachelor of Science (B.S.), Economics and business management
Keith Tokita's Bank of the West Experience March 2013 - Present
Job Vice President Business Intelligence Manager at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West March 2013 - Present
BIS Consulting - NetApp September 2009 - March 2013
Motorola 2007 - August 2009
Terayon 2001 - 2007
Aristasoft 2000 - 2001
Plutus Enterprises 1996 - 2000
Netapp 1998 - 1999
Oki Semiconductor 1996 - 1997
Skills
Business Intelligence, JD Edwards, ERP, Integration, SQL, Software Project..., Finance, Business Analysis, Oracle Applications, Oracle, Program Management, Process Improvement, Business Process..., Business Process, Data Warehousing, Requirements Analysis, Oracle E-Business Suite, IT Strategy, Information Technology
Education
University of California, Los Angeles 1990 — 1995
BS, Applied Mathematics/Computers
Bank of the West March 2013 - Present
BIS Consulting - NetApp September 2009 - March 2013
Motorola 2007 - August 2009
Terayon 2001 - 2007
Aristasoft 2000 - 2001
Plutus Enterprises 1996 - 2000
Netapp 1998 - 1999
Oki Semiconductor 1996 - 1997
Skills
Business Intelligence, JD Edwards, ERP, Integration, SQL, Software Project..., Finance, Business Analysis, Oracle Applications, Oracle, Program Management, Process Improvement, Business Process..., Business Process, Data Warehousing, Requirements Analysis, Oracle E-Business Suite, IT Strategy, Information Technology
Education
University of California, Los Angeles 1990 — 1995
BS, Applied Mathematics/Computers
DJ Mai's Bank of the West Experience May 2015 - Present
Job BSA Compliance Officer at Bank of the West
Industry Banking
Experience
Bank of the West May 2015 - Present
JP Morgan Chase March 2010 - April 2015
Wachovia July 2007 - September 2009
World Savings 2005 - 2007
World Savings 2003 - 2005
Skills
Banking, Credit, Auditing, Commercial Banking, Credit Analysis, Financial Analysis, Investments, Leadership, Loans, Management, Mortgage Lending, Retail Banking, Risk Management, Training, Finance, Financial Services, Portfolio Management
Education
University of California, San Diego 1997 — 2001
BA, Economics
Bank of the West May 2015 - Present
JP Morgan Chase March 2010 - April 2015
Wachovia July 2007 - September 2009
World Savings 2005 - 2007
World Savings 2003 - 2005
Skills
Banking, Credit, Auditing, Commercial Banking, Credit Analysis, Financial Analysis, Investments, Leadership, Loans, Management, Mortgage Lending, Retail Banking, Risk Management, Training, Finance, Financial Services, Portfolio Management
Education
University of California, San Diego 1997 — 2001
BA, Economics
Darin Waid's Bank of the West Experience September 2009 - Present
Job VP General Ledger Manager at Bank of the West
Industry Banking
Experience
Bank of the West September 2009 - Present
Washington Mutual 2005 - 2009
Providian Financial 1992 - 2005
Skills
Accounting, Financial Analysis, Financial Modeling, Banking, Sarbanes-Oxley Act, Financial Services, Risk Management, Financial Reporting, Finance, Strategic Financial..., Cash Management, Forecasting, Corporate Finance, Credit, Internal Controls, Process Improvement, Financial Risk, Essbase, Auditing, Portfolio Management
Education
University of California, Davis 1990 — 1992
Masters, Business Administration
Bank of the West September 2009 - Present
Washington Mutual 2005 - 2009
Providian Financial 1992 - 2005
Skills
Accounting, Financial Analysis, Financial Modeling, Banking, Sarbanes-Oxley Act, Financial Services, Risk Management, Financial Reporting, Finance, Strategic Financial..., Cash Management, Forecasting, Corporate Finance, Credit, Internal Controls, Process Improvement, Financial Risk, Essbase, Auditing, Portfolio Management
Education
University of California, Davis 1990 — 1992
Masters, Business Administration
Daniel Kwok's Bank of the West Experience April 2009 - July 2013
Job Financial Services, Technology
Industry Information Technology and Services
Experience
JPM 2014 - Present
Capital One September 2013 - June 2014
Bank of the West April 2009 - July 2013
Quest Software April 2007 - August 2008
Education
University of Washington 2013 — 2014
Certificate, Data Science
University of California, Irvine 2005 — 2009
BS, Information & Computer Science
JPM 2014 - Present
Capital One September 2013 - June 2014
Bank of the West April 2009 - July 2013
Quest Software April 2007 - August 2008
Education
University of Washington 2013 — 2014
Certificate, Data Science
University of California, Irvine 2005 — 2009
BS, Information & Computer Science
Lisa Marie Brous-Cohen's Bank of the West Experience 2015 - Present
Job AVP, Human Resources Advisor at Bank of the West
Industry Human Resources
Experience
Bank of the West 2015 - Present
Union Bank 2010 - 2013
Kinecta Federal Credit Union 2010 - 2010
Washington Mutual / JP Morgan Chase 2004 - 2009
Washington Mutual 2004 - 2009
Bloomingdales 1997 - 2003
The Broadway Stores, Inc. 1987 - 1996
Skills
Business Strategy, Staff Management, Employee Relations, Performance Management, Talent Acquisition, Private Investigations, Negotiation, Strategic Leadership, Employee Surveys, Onboarding, Succession Planning, Talent Management, Employee Engagement, Recruiting, Human Resources, HRIS, Workforce Planning, Employee Benefits, Organizational..., Employment Law, Leadership, HR Policies, Benefits Administration, Personnel Management, FMLA, Management, Employee Training, Training
Education
University of California, San Diego
BA, Sociology
Universal Computing Institute
Microcomputer Operations
CSU - Channel Islands - SPHR/PHR Prep
Bank of the West 2015 - Present
Union Bank 2010 - 2013
Kinecta Federal Credit Union 2010 - 2010
Washington Mutual / JP Morgan Chase 2004 - 2009
Washington Mutual 2004 - 2009
Bloomingdales 1997 - 2003
The Broadway Stores, Inc. 1987 - 1996
Skills
Business Strategy, Staff Management, Employee Relations, Performance Management, Talent Acquisition, Private Investigations, Negotiation, Strategic Leadership, Employee Surveys, Onboarding, Succession Planning, Talent Management, Employee Engagement, Recruiting, Human Resources, HRIS, Workforce Planning, Employee Benefits, Organizational..., Employment Law, Leadership, HR Policies, Benefits Administration, Personnel Management, FMLA, Management, Employee Training, Training
Education
University of California, San Diego
BA, Sociology
Universal Computing Institute
Microcomputer Operations
CSU - Channel Islands - SPHR/PHR Prep
Clifford Rooke's Bank of the West Experience May 2014 - Present
Job Managing Director at Bank of the West
Industry Financial Services
Experience
Bank of the West May 2014 - Present
Hypothekenbak Frankfurt AG, New York August 2012 - March 2014
Eurohypo AG July 2009 - March 2014
Eurohypo 2002 - 2008
Eurohypo AG July 1998 - 2002
Chase Manhattan Corporation 1995 - 1998
Chase Manhattan Corporation 1983 - 1994
Skills
Analysis, Origination, Syndication, Negotiation, Real Estate Finance, Budgeting, Planning, Forecasting, Structured Finance, Credit Risk, Private Equity, Syndications, Mergers & Acquisitions, Management, Asset Management, Real Estate Economics, Real Estate Financing, Loan Origination, Underwriting, Finance, Portfolio Management, Financial Structuring, Capital Markets, Securitization, CMBS, Mezzanine, Investment Banking, Corporate Finance, Credit Analysis, Loans, Banking, Project Finance, Networking, Risk Assessment
Education
University of South Carolina - Darla Moore School of Business 1981 — 1983
MIBS, International Business
University of California, Los Angeles 1975 — 1980
Bachelors, Economics
Bank of the West May 2014 - Present
Hypothekenbak Frankfurt AG, New York August 2012 - March 2014
Eurohypo AG July 2009 - March 2014
Eurohypo 2002 - 2008
Eurohypo AG July 1998 - 2002
Chase Manhattan Corporation 1995 - 1998
Chase Manhattan Corporation 1983 - 1994
Skills
Analysis, Origination, Syndication, Negotiation, Real Estate Finance, Budgeting, Planning, Forecasting, Structured Finance, Credit Risk, Private Equity, Syndications, Mergers & Acquisitions, Management, Asset Management, Real Estate Economics, Real Estate Financing, Loan Origination, Underwriting, Finance, Portfolio Management, Financial Structuring, Capital Markets, Securitization, CMBS, Mezzanine, Investment Banking, Corporate Finance, Credit Analysis, Loans, Banking, Project Finance, Networking, Risk Assessment
Education
University of South Carolina - Darla Moore School of Business 1981 — 1983
MIBS, International Business
University of California, Los Angeles 1975 — 1980
Bachelors, Economics
Michael Tomasini's Bank of the West Experience April 1980 - Present
Job Branch Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West April 1980 - Present
First Federal Savings and Loan of San Rafael November 1978 - March 1980
Skills
Small Business Lending, Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Banking, Refinance, Lines Of Credit, Underwriting, Financial Analysis, Risk Management, Customer Service, Consumer Lending, Investment Properties, Credit, Cash Management, Coaching, Investments, Leadership, Portfolio Management
Education
University of California, Davis 1967 — 1974
MA, Russian; Political Science
Bank of the West April 1980 - Present
First Federal Savings and Loan of San Rafael November 1978 - March 1980
Skills
Small Business Lending, Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Banking, Refinance, Lines Of Credit, Underwriting, Financial Analysis, Risk Management, Customer Service, Consumer Lending, Investment Properties, Credit, Cash Management, Coaching, Investments, Leadership, Portfolio Management
Education
University of California, Davis 1967 — 1974
MA, Russian; Political Science
Craig Takeshige's Bank of the West Experience November 2005 - Present
Job Vice President at Bank of the West
Industry Banking
Experience
Bank of the West November 2005 - Present
Union Bank of California 1995 - 2005
Union Bank 1995 - 2002
Education
University of California, Irvine 1988 — 1992
BA, Economics
walnut high school 1984 — 1988
Bank of the West November 2005 - Present
Union Bank of California 1995 - 2005
Union Bank 1995 - 2002
Education
University of California, Irvine 1988 — 1992
BA, Economics
walnut high school 1984 — 1988
Valerie Ruiz's Bank of the West Experience May 2011 - November 2011
Job Financal Sales Associate/Investment Representative at BBVA Compass
Industry Banking
Experience
BBVA Compass Bank November 2011 - Present
Bank of the West May 2011 - November 2011
Wells Fargo Bank August 2008 - December 2010
Skills
Investments, Banking, Loans, Credit, Consumer Lending, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Portfolio Management, Lines Of Credit, Credit Risk, Loan Origination
Education
University of California, Riverside
BA SOCIOLOGY, MINOR IN CRIMINOLOGY
BBVA Compass Bank November 2011 - Present
Bank of the West May 2011 - November 2011
Wells Fargo Bank August 2008 - December 2010
Skills
Investments, Banking, Loans, Credit, Consumer Lending, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Portfolio Management, Lines Of Credit, Credit Risk, Loan Origination
Education
University of California, Riverside
BA SOCIOLOGY, MINOR IN CRIMINOLOGY
Nancy Tarr's Bank of the West Experience August 2006 - December 2009
Job SVP, Compliance Manager, CRA Officer, Acting BSA Officer at Pacific City Bank
Industry Banking
Experience
Pacific City Bank August 2011 - Present
East West Bank January 2010 - July 2010
East West Bank August 2006 - December 2009
Bank of the West August 2006 - December 2009
Washington Mutual Bank July 2003 - January 2004
Countrywide Financial Corporation July 2002 - June 2003
City National Bank November 1997 - June 2002
Federal Reserve Bank October 1991 - March 1997
Education
Pacific Coast Banking School 2005 — 2007
Bank Management
Cannon Financial Institute 1998 — 2000
Personal Trust
University of California, Los Angeles 1994 — 1996
Accounting, Audit
University of California, Los Angeles 1980 — 1984
BA, Political Science, International Relations
Pacific City Bank August 2011 - Present
East West Bank January 2010 - July 2010
East West Bank August 2006 - December 2009
Bank of the West August 2006 - December 2009
Washington Mutual Bank July 2003 - January 2004
Countrywide Financial Corporation July 2002 - June 2003
City National Bank November 1997 - June 2002
Federal Reserve Bank October 1991 - March 1997
Education
Pacific Coast Banking School 2005 — 2007
Bank Management
Cannon Financial Institute 1998 — 2000
Personal Trust
University of California, Los Angeles 1994 — 1996
Accounting, Audit
University of California, Los Angeles 1980 — 1984
BA, Political Science, International Relations
Edward Tapiro's Bank of the West Experience September 2010 - Present
Job Vice President Underwriting Manager at Bank of the West
Industry Banking
Experience
Bank of the West September 2010 - Present
Pacific Mercantile Bank January 2007 - February 2010
American Golf Corporation September 1991 - August 2002
Skills
Asset Based Lending, Commercial Banking, Commercial Lending, Mortgage Lending, Loans
Education
UCLA 1978 — 1980
MBA
University of San Francisco 1971 — 1975
Bachelor of Science (B.S.), Finance
Bank of the West September 2010 - Present
Pacific Mercantile Bank January 2007 - February 2010
American Golf Corporation September 1991 - August 2002
Skills
Asset Based Lending, Commercial Banking, Commercial Lending, Mortgage Lending, Loans
Education
UCLA 1978 — 1980
MBA
University of San Francisco 1971 — 1975
Bachelor of Science (B.S.), Finance
Matthew Pelletier's Bank of the West Experience March 2015 - Present
Job ...
Industry Banking
Experience
Bank of the West March 2015 - Present
Susquehanna International Group December 2010 - June 2014
BNP Paribas November 2003 - December 2010
Skills
Bloomberg, Fixed Income, Derivatives, Bonds, Capital Markets, QRM, Trading, Series 63, Securities, Series 7, Electronic Trading, Credit Derivatives, Financial Markets, Mutual Funds, Credit, Financial Services, CDS, Middle Office, Bloomberg Terminal, Private Equity, Alternative Investments, Financial Modeling, Risk Management
Education
University of California, Davis - Graduate School of Management 2000 — 2002
MBA, Finance
University of California, Davis 1993 — 1997
BS, Biochemistry
Bank of the West March 2015 - Present
Susquehanna International Group December 2010 - June 2014
BNP Paribas November 2003 - December 2010
Skills
Bloomberg, Fixed Income, Derivatives, Bonds, Capital Markets, QRM, Trading, Series 63, Securities, Series 7, Electronic Trading, Credit Derivatives, Financial Markets, Mutual Funds, Credit, Financial Services, CDS, Middle Office, Bloomberg Terminal, Private Equity, Alternative Investments, Financial Modeling, Risk Management
Education
University of California, Davis - Graduate School of Management 2000 — 2002
MBA, Finance
University of California, Davis 1993 — 1997
BS, Biochemistry
Sam Bethel's Bank of the West Experience ITBank of AmericaJune 1989 - October 2001
Job IT at Bank of the West
Industry Banking
Experience
Bank of the West ITBank of AmericaJune 1989 - October 2001
Education
University of California, Davis 1979 — 1983
Wichita State University 1978 — 1979
Bank of the West ITBank of AmericaJune 1989 - October 2001
Education
University of California, Davis 1979 — 1983
Wichita State University 1978 — 1979
Jim Tallarida's Bank of the West Experience April 1985 - Present
Job credit mgr at Bank of the West
Industry Banking
Experience
Bank of the West April 1985 - Present
Bank of the west 1985 - 2009
Morris Plan 1982 - 1985
Household Finance Corp 1971 - 1982
Education
University of California, Los Angeles 1967 — 1971
BA, Economics
Bank of the West April 1985 - Present
Bank of the west 1985 - 2009
Morris Plan 1982 - 1985
Household Finance Corp 1971 - 1982
Education
University of California, Los Angeles 1967 — 1971
BA, Economics
Alice O's Bank of the West Experience February 2014 - Present
Job Talent Management and Corporate Recruiting at Bank of the West
Industry Human Resources
Experience
Bank of the West February 2014 - Present
UCLA Health May 2010 - April 2013
Secure Smiles March 2009 - December 2009
UCLA Office of Continuing Medical Education July 2007 - August 2008
Skills
Customer Service, Strategic Planning, Effective Communication..., Building Long Term..., Microsoft Office, Research, Project Management, Cross-functional Team..., Data Analysis, Healthcare, Talent Management, Training
Education
UCLA Extension 2010 — 2013
University of California, Los Angeles 2003 — 2007
Bachelor's Degree, Pre-Medicine/Pre-Medical Studies
Bank of the West February 2014 - Present
UCLA Health May 2010 - April 2013
Secure Smiles March 2009 - December 2009
UCLA Office of Continuing Medical Education July 2007 - August 2008
Skills
Customer Service, Strategic Planning, Effective Communication..., Building Long Term..., Microsoft Office, Research, Project Management, Cross-functional Team..., Data Analysis, Healthcare, Talent Management, Training
Education
UCLA Extension 2010 — 2013
University of California, Los Angeles 2003 — 2007
Bachelor's Degree, Pre-Medicine/Pre-Medical Studies
Tyler Stroupe's Bank of the West Experience August 2004 - August 2007
Job Director of Revenue and Business Intelligence at National Veterinary Associates
Industry Veterinary
Experience
National Veterinary Associates June 2011 - Present
National Veterinary Associates May 2008 - May 2011
National Veterinary Associates August 2007 - May 2008
Bank of the West August 2004 - August 2007
Skills
Business Intelligence, Analytics, Financial Modeling, Forecasting, Business Development, Competitive Analysis, Process Improvement, Start-ups, Strategy, Cross-functional Team..., Finance, Management, Business Planning, Strategic Partnerships, Financial Analysis, Analysis, Strategic Planning, Pricing, Market Research, Marketing Strategy
Education
University of California, Los Angeles 2000 — 2004
B.A., Economics, with minor in Political Science
National Veterinary Associates June 2011 - Present
National Veterinary Associates May 2008 - May 2011
National Veterinary Associates August 2007 - May 2008
Bank of the West August 2004 - August 2007
Skills
Business Intelligence, Analytics, Financial Modeling, Forecasting, Business Development, Competitive Analysis, Process Improvement, Start-ups, Strategy, Cross-functional Team..., Finance, Management, Business Planning, Strategic Partnerships, Financial Analysis, Analysis, Strategic Planning, Pricing, Market Research, Marketing Strategy
Education
University of California, Los Angeles 2000 — 2004
B.A., Economics, with minor in Political Science
Erik Lee ☁'s Bank of the West Experience February 2011 - May 2011
Job Account Executive at Mixpanel, Inc.
Industry Information Technology and Services
Experience
Mixpanel, Inc. July 2015 - Present
HackerRank September 2014 - July 2015
Oracle January 2014 - September 2014
ThinkTank Learning, Inc October 2013 - December 2013
Elite Educational Institute June 2013 - August 2013
UCLA June 2012 - March 2013
Blackhawk Network June 2011 - August 2011
Bank of the West February 2011 - May 2011
Blackhawk Network December 2010 - January 2011
Jamba Juice March 2010 - October 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Customer Service, Microsoft Word, Event Planning, Social Networking, Facebook, Public Speaking, Community Outreach, Data Analysis, Nonprofits, Editing, Research, Human Resources, Performance Management, Oracle HR, Taleo, Recruiting, Talent Management, Succession Planning, Onboarding, Talent Acquisition, SaaS, Learning Management..., Cloud Computing, Enterprise Software, Software Consulting, Oracle Applications, Business Strategy, Building Relationships, Sales
Education
University of California, Los Angeles
B.A., History
Lynbrook High School 2005 — 2009
Mixpanel, Inc. July 2015 - Present
HackerRank September 2014 - July 2015
Oracle January 2014 - September 2014
ThinkTank Learning, Inc October 2013 - December 2013
Elite Educational Institute June 2013 - August 2013
UCLA June 2012 - March 2013
Blackhawk Network June 2011 - August 2011
Bank of the West February 2011 - May 2011
Blackhawk Network December 2010 - January 2011
Jamba Juice March 2010 - October 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Customer Service, Microsoft Word, Event Planning, Social Networking, Facebook, Public Speaking, Community Outreach, Data Analysis, Nonprofits, Editing, Research, Human Resources, Performance Management, Oracle HR, Taleo, Recruiting, Talent Management, Succession Planning, Onboarding, Talent Acquisition, SaaS, Learning Management..., Cloud Computing, Enterprise Software, Software Consulting, Oracle Applications, Business Strategy, Building Relationships, Sales
Education
University of California, Los Angeles
B.A., History
Lynbrook High School 2005 — 2009
Tony Um's Bank of the West Experience November 2014 - Present
Job VP & Credit Products Officer @ Bank of the West
Industry Banking
Experience
Bank of the West November 2014 - Present
Bank of the West May 2012 - October 2014
Bank of the West September 2011 - April 2012
Wilshire State Bank May 2010 - August 2011
Commonwealth Business Bank February 2007 - April 2010
BBCN Bank March 2005 - February 2007
Option Funding August 2003 - January 2005
Skills
Commercial Mortgages, Asset Based Lending, Lines Of Credit, Loan Origination, Cash Flow Lending, Financial Risk, Middle Market, Real Estate, Mortgage Banking, Financial Structuring, Residential Mortgages, Relationship Management, Branch Banking, Cross Selling, Refinance, Loans, Commercial Banking
Education
University of California, Riverside 1998 — 2003
BS, Business Administration
Bank of the West November 2014 - Present
Bank of the West May 2012 - October 2014
Bank of the West September 2011 - April 2012
Wilshire State Bank May 2010 - August 2011
Commonwealth Business Bank February 2007 - April 2010
BBCN Bank March 2005 - February 2007
Option Funding August 2003 - January 2005
Skills
Commercial Mortgages, Asset Based Lending, Lines Of Credit, Loan Origination, Cash Flow Lending, Financial Risk, Middle Market, Real Estate, Mortgage Banking, Financial Structuring, Residential Mortgages, Relationship Management, Branch Banking, Cross Selling, Refinance, Loans, Commercial Banking
Education
University of California, Riverside 1998 — 2003
BS, Business Administration
Mar-Dinnah Parungao, CAMS's Bank of the West Experience April 2014 - Present
Job Compliance & BSA/AML Professional
Industry Banking
Experience
Bank of the West April 2014 - Present
Wedbush Bank August 2013 - November 2013
Citibank, N.A. December 2012 - July 2013
HSBC USA, N.A. June 2011 - November 2012
OneWest Bank FSB June 2010 - June 2011
Cal National Bank June 2008 - May 2010
Bank of Tokyo-Mitsubishi UFJ August 2007 - January 2008
Bank of America May 2006 - August 2007
Skills
Fraud, Financial Risk, USA PATRIOT Act, Risk Management, Compliance, Bank Secrecy Act, OFAC, Banking, AML, Risk Assessment, Due Diligence, Loans, KYC, Financial Analysis, Operational Risk..., Operational Risk, Securities, Retail Banking, Internal Audit, Enterprise Risk..., Anti Money Laundering, Analysis, Auditing, Cash Management, Corporate Governance, Credit, Credit Risk, FCPA, FINRA, Finance, Financial Institutions, Financial Regulation, Financial Services, Forensic Accounting, Internal Controls, Investigation, Investment Banking, Payments, Private Banking, Private Investigations, Regulations, Sanction, Sarbanes-Oxley Act, Transaction Processing
Education
University of California, Riverside 2000 — 2004
B.A., Psychology/Law & Society
Bank of the West April 2014 - Present
Wedbush Bank August 2013 - November 2013
Citibank, N.A. December 2012 - July 2013
HSBC USA, N.A. June 2011 - November 2012
OneWest Bank FSB June 2010 - June 2011
Cal National Bank June 2008 - May 2010
Bank of Tokyo-Mitsubishi UFJ August 2007 - January 2008
Bank of America May 2006 - August 2007
Skills
Fraud, Financial Risk, USA PATRIOT Act, Risk Management, Compliance, Bank Secrecy Act, OFAC, Banking, AML, Risk Assessment, Due Diligence, Loans, KYC, Financial Analysis, Operational Risk..., Operational Risk, Securities, Retail Banking, Internal Audit, Enterprise Risk..., Anti Money Laundering, Analysis, Auditing, Cash Management, Corporate Governance, Credit, Credit Risk, FCPA, FINRA, Finance, Financial Institutions, Financial Regulation, Financial Services, Forensic Accounting, Internal Controls, Investigation, Investment Banking, Payments, Private Banking, Private Investigations, Regulations, Sanction, Sarbanes-Oxley Act, Transaction Processing
Education
University of California, Riverside 2000 — 2004
B.A., Psychology/Law & Society
Sam Tam's Bank of the West Experience June 2005 - March 2006
Job Insurance Premium Auditor at Travelers Insurance
Industry Insurance
Experience
Travelers July 2013 - Present
Travelers March 2012 - July 2013
Progressive Insurance November 2006 - March 2012
Bank of the West June 2005 - March 2006
Skills
Insurance, Claim, Liability, Property & Casualty..., Underwriting, Litigation, Risk Management, Commercial Insurance, Workers Compensation, Negotiation, Policy, Loans, Legal Liability, PowerPoint, Financial Risk, Public Speaking, insurance premium audit, Financial Analysis, Financial Reporting, Risk Assessment, Risk Analytics, Premium Audit, Analysis, Customer Service
Education
UCLA 2003 — 2006
Bachelor's Degree, Political Science/International Relations
Travelers July 2013 - Present
Travelers March 2012 - July 2013
Progressive Insurance November 2006 - March 2012
Bank of the West June 2005 - March 2006
Skills
Insurance, Claim, Liability, Property & Casualty..., Underwriting, Litigation, Risk Management, Commercial Insurance, Workers Compensation, Negotiation, Policy, Loans, Legal Liability, PowerPoint, Financial Risk, Public Speaking, insurance premium audit, Financial Analysis, Financial Reporting, Risk Assessment, Risk Analytics, Premium Audit, Analysis, Customer Service
Education
UCLA 2003 — 2006
Bachelor's Degree, Political Science/International Relations
Nadine Farhat's Bank of the West Experience August 2012 - Present
Job Area Manager at Bank of the West
Industry Banking
Experience
Bank of the West August 2012 - Present
Bank of the West August 2012 - Present
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Loans, Commercial Banking, Consumer Lending, Cross Selling, Retail Banking, Credit, Relationship Management, Branch Management, Credit Analysis, Mortgage Lending, Portfolio Management, Banking
Education
University of California, Los Angeles 1967 — 1975
C.Phil, French African Literature
Bank of the West August 2012 - Present
Bank of the West August 2012 - Present
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Loans, Commercial Banking, Consumer Lending, Cross Selling, Retail Banking, Credit, Relationship Management, Branch Management, Credit Analysis, Mortgage Lending, Portfolio Management, Banking
Education
University of California, Los Angeles 1967 — 1975
C.Phil, French African Literature
Gabe Zuniga's Bank of the West Experience November 2007 - April 2012
Job Treasury Management Relationship Manager III at Union Bank
Industry Banking
Experience
Union Bank April 2012 - Present
Bank of the West November 2007 - April 2012
Wells Fargo Bank November 2003 - November 2007
Lewis Hyman Inc. 2000 - 2003
Skills
Cash Management, Commercial Banking, Business Development, Liquidity Management, Relationship Management, Commercial Lending, Treasury Management, Portfolio Management, Banking, Treasury Services, Cross Selling, Credit, Investments, Credit Analysis, Finance, Financial Analysis
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts, Economics
Union Bank April 2012 - Present
Bank of the West November 2007 - April 2012
Wells Fargo Bank November 2003 - November 2007
Lewis Hyman Inc. 2000 - 2003
Skills
Cash Management, Commercial Banking, Business Development, Liquidity Management, Relationship Management, Commercial Lending, Treasury Management, Portfolio Management, Banking, Treasury Services, Cross Selling, Credit, Investments, Credit Analysis, Finance, Financial Analysis
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts, Economics
Eric Tresser's Bank of the West Experience September 1999 - Present
Job Finance Manager at Bank of the West
Industry Banking
Experience
Bank of the West September 1999 - Present
World Savings and Loan Association July 1996 - September 1999
Skills
Financial Analysis, Banking, Finance, Financial Reporting, Financial Modeling, Strategic Financial..., Corporate Finance, Strategic Planning, Risk Management, Forecasting, Variance Analysis, Capital Budgeting, Operating Budgets, Cost Allocation, Bank Mergers, Management, Team Leadership, Analysis, Microsoft Excel, Accounting, Due Diligence
Education
Pacific Coast Banking School 2005 — 2007
University of Maryland - Robert H. Smith School of Business 1996 — 1998
Master of Business Administration, Finance and Information Systems
University of California, Davis 1986 — 1990
Bachelor of Science, Managerial Economics
Bank of the West September 1999 - Present
World Savings and Loan Association July 1996 - September 1999
Skills
Financial Analysis, Banking, Finance, Financial Reporting, Financial Modeling, Strategic Financial..., Corporate Finance, Strategic Planning, Risk Management, Forecasting, Variance Analysis, Capital Budgeting, Operating Budgets, Cost Allocation, Bank Mergers, Management, Team Leadership, Analysis, Microsoft Excel, Accounting, Due Diligence
Education
Pacific Coast Banking School 2005 — 2007
University of Maryland - Robert H. Smith School of Business 1996 — 1998
Master of Business Administration, Finance and Information Systems
University of California, Davis 1986 — 1990
Bachelor of Science, Managerial Economics
Delia Guevara's Bank of the West Experience May 2007 - May 2011
Job Director and Counsel, Litigation at Pacific Gas and Electric Company
Industry Legal Services
Experience
Pacific Gas and Electric Company May 2011 - Present
Bank of the West May 2007 - May 2011
PeopleSoft May 2004 - May 2005
Citi July 1998 - April 2004
Skills
Litigation, Risk Management, Intellectual Property, Employment Law
Education
University of California, Los Angeles - School of Law
University of California, San Diego
BA, English Literature & Political Science
Pacific Gas and Electric Company May 2011 - Present
Bank of the West May 2007 - May 2011
PeopleSoft May 2004 - May 2005
Citi July 1998 - April 2004
Skills
Litigation, Risk Management, Intellectual Property, Employment Law
Education
University of California, Los Angeles - School of Law
University of California, San Diego
BA, English Literature & Political Science
Paul Bianchi's Bank of the West Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Bank of the West 2011 - Present
Merrill Lynch/ US Trust 2010 - 2011
Santa Barbara Bank & Trust July 2006 - February 2010
Wells Fargo Bank 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo 1973 - 2006
Skills
Alternative Investments, Investment Strategies, Portfolio Management, Securities, Strategic Financial..., Capital Markets, Investment Advisory, Retirement Planning, Banking, Commercial Lending, Asset Managment, Series 7
Education
Pacific Coast Banking School @ Univ. of Washington 1983 — 1985
Certification, Banking & Trust
University of California, Los Angeles 1970 — 1973
BA, Urban Planning
Bank of the West 2011 - Present
Merrill Lynch/ US Trust 2010 - 2011
Santa Barbara Bank & Trust July 2006 - February 2010
Wells Fargo Bank 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo 1973 - 2006
Skills
Alternative Investments, Investment Strategies, Portfolio Management, Securities, Strategic Financial..., Capital Markets, Investment Advisory, Retirement Planning, Banking, Commercial Lending, Asset Managment, Series 7
Education
Pacific Coast Banking School @ Univ. of Washington 1983 — 1985
Certification, Banking & Trust
University of California, Los Angeles 1970 — 1973
BA, Urban Planning
Sandip Basrai's Bank of the West Experience June 2012 - Present
Job Portfolio AnalystREMAD at Bank of the West
Industry Banking
Experience
Bank of the West June 2012 - Present
Bank of the West June 2010 - June 2012
Education
University of California, Davis 2004 — 2006
B.A., Economics
Bank of the West June 2012 - Present
Bank of the West June 2010 - June 2012
Education
University of California, Davis 2004 — 2006
B.A., Economics
Kei Tanaka's Bank of the West Experience September 2012 - Present
Job VP, FX Advisor Capital Markets at Bank of the West
Industry Capital Markets
Experience
Bank of the West September 2012 - Present
Union Bank July 2007 - October 2012
Union Bank June 2006 - July 2007
Union Bank August 2005 - June 2006
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Bank of the West September 2012 - Present
Union Bank July 2007 - October 2012
Union Bank June 2006 - July 2007
Union Bank August 2005 - June 2006
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Irwin del Rosario's Bank of the West Experience 2005 - 2010
Job Manager, Global Internal Audit Services eCommerce at Walmart
Industry Retail
Experience
Walmart eCommerce 2013 - Present
Walmart eCommerce 2010 - 2013
Bank of the West 2005 - 2010
Google 2005 - 2005
The Princeton Review 2005 - 2005
Skills
Production Support, Cross-functional..., Production Enhancement, Business Analysis, SQL, Requirements Analysis, Systems Analysis, Business Requirements, Business Intelligence, E-commerce, Business Process..., Requirements Gathering, Troubleshooting, Technical Documentation, Technical Writing, Program Management, MS Project, Disaster Recovery, Agile Methodologies, Software Project..., SharePoint, Databases, Software Development, Process Improvement, Software Quality..., Cross-functional Team..., Software Documentation, Agile Project Management, Visio, Testing, Analysis, Enterprise Software
Education
University of California, Irvine 2001 — 2004
Bachelor of Science (B.S.), Information and Computer Science
Walmart eCommerce 2013 - Present
Walmart eCommerce 2010 - 2013
Bank of the West 2005 - 2010
Google 2005 - 2005
The Princeton Review 2005 - 2005
Skills
Production Support, Cross-functional..., Production Enhancement, Business Analysis, SQL, Requirements Analysis, Systems Analysis, Business Requirements, Business Intelligence, E-commerce, Business Process..., Requirements Gathering, Troubleshooting, Technical Documentation, Technical Writing, Program Management, MS Project, Disaster Recovery, Agile Methodologies, Software Project..., SharePoint, Databases, Software Development, Process Improvement, Software Quality..., Cross-functional Team..., Software Documentation, Agile Project Management, Visio, Testing, Analysis, Enterprise Software
Education
University of California, Irvine 2001 — 2004
Bachelor of Science (B.S.), Information and Computer Science
Sonia Rubin's Bank of the West Experience 2001 - 2003
Job Bookkeeper at Sonia Rubin
Industry
Experience
Sonia Rubin June 2012 - Present
Mid City West Community Council August 2008 - February 2012
Friends of LACES 2006 - 2007
Hancock Park Elementary School Booster Club 2004 - 2006
Bank of the West 2001 - 2003
Imperial Bank 1993 - 1996
Bank of California 1991 - 1993
Security Pacific National Bank 1990 - 1991
Four Seasons Hotels and Resorts 1990 - 1991
Societe Generale 1986 - 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
UCLA Extension 1986 — 1990
Award In Accounting Program, Accounting
UCLA 1982 — 1986
Bachelor's degree, French Language and Literature
University of Paris, Sorbonne 1985 — 1985
Diploma of French Civilization Studies Economics Emphasis
Sonia Rubin June 2012 - Present
Mid City West Community Council August 2008 - February 2012
Friends of LACES 2006 - 2007
Hancock Park Elementary School Booster Club 2004 - 2006
Bank of the West 2001 - 2003
Imperial Bank 1993 - 1996
Bank of California 1991 - 1993
Security Pacific National Bank 1990 - 1991
Four Seasons Hotels and Resorts 1990 - 1991
Societe Generale 1986 - 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML
Education
UCLA Extension 1986 — 1990
Award In Accounting Program, Accounting
UCLA 1982 — 1986
Bachelor's degree, French Language and Literature
University of Paris, Sorbonne 1985 — 1985
Diploma of French Civilization Studies Economics Emphasis
David Lenger's Bank of the West Experience September 2011 - August 2013
Job Billing Specialist at Cornerstone OnDemand
Industry Accounting
Experience
Cornerstone OnDemand July 2015 - Present
County of Santa Barbara May 2014 - July 2015
Bank of the West September 2011 - August 2013
Phil Giarrizzo Campaign Consulting August 2009 - June 2010
Game Crazy June 2006 - June 2007
Skills
Leadership, Banking, Credit, Loans, Retail Banking, Customer Service, Call Centers, Cross Selling, Customer Satisfaction, Outlook, Deposits, Data Entry, Customer Experience
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Cornerstone OnDemand July 2015 - Present
County of Santa Barbara May 2014 - July 2015
Bank of the West September 2011 - August 2013
Phil Giarrizzo Campaign Consulting August 2009 - June 2010
Game Crazy June 2006 - June 2007
Skills
Leadership, Banking, Credit, Loans, Retail Banking, Customer Service, Call Centers, Cross Selling, Customer Satisfaction, Outlook, Deposits, Data Entry, Customer Experience
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Dean Leng's Bank of the West Experience January 2015 - Present
Job IHC Reporting Analyst at Bank of the West
Industry Banking
Experience
Bank of the West January 2015 - Present
Off Base Productions
Skills
Social Media, Photoshop, Social Networking, Press Releases, Content Management, Copy Editing, Editing, InDesign, Feature Articles
Education
University of California, Los Angeles 2003 — 2007
Economics
University of California, Los Angeles
Bank of the West January 2015 - Present
Off Base Productions
Skills
Social Media, Photoshop, Social Networking, Press Releases, Content Management, Copy Editing, Editing, InDesign, Feature Articles
Education
University of California, Los Angeles 2003 — 2007
Economics
University of California, Los Angeles
sunny nam's Bank of the West Experience August 2006 - October 2007
Job Asset Manager at Mobilitie
Industry Real Estate
William Medlock's Bank of the West Experience June 2006 - September 2011
Job Acting Operations Manager at Pottery Barn
Industry Retail
Experience
Pottery Barn February 2012 - Present
Bank of the West June 2006 - September 2011
Education
University of California, Irvine 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Economics, 3.0
Pottery Barn February 2012 - Present
Bank of the West June 2006 - September 2011
Education
University of California, Irvine 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Economics, 3.0
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY