Borel Private Bank & Trust Company
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Borel Private Bank & Trust Company Employees
Employee
Years
Job
Industry
Rosie Mitchell Rosie Mitchell's Borel Private Bank & Trust Company Experience January 2007 - May 2011
Job Human Resources at Actelion
Industry Human Resources
Experience
Actelion December 2012 - Present
SKOUT August 2012 - November 2012
Borel Private Bank & Trust Company January 2007 - May 2011
Borel Private Bank & Trust Company March 2004 - October 2007
University of California January 2001 - January 2002
Skills
Human Resources, Sourcing, Applicant Tracking..., Talent Acquisition, System Implementations, New Hire Orientations, Technical Recruiting, Taleo, Team Building, Administrative..., Training & Development, Customer Service, Microsoft Office, Employee Benefits, Onboarding, Pharmaceutical Industry, HRIS Database Management, Event Planning, Start-ups, Social Recruiting, Problem Solving, SharePoint, Banking, Communication, Multi-Project Management, Calendar Management, Employee Training, Project Management, Analysis, Interviews, Training, Recruiting, Management, Access, Calendaring
Education
University of California, San Diego 2001 — 2003
Bachelor of Arts, Sociology
College of San Mateo 1999 — 2000
Associate of Arts, Liberal Arts
Mills High School
Actelion December 2012 - Present
SKOUT August 2012 - November 2012
Borel Private Bank & Trust Company January 2007 - May 2011
Borel Private Bank & Trust Company March 2004 - October 2007
University of California January 2001 - January 2002
Skills
Human Resources, Sourcing, Applicant Tracking..., Talent Acquisition, System Implementations, New Hire Orientations, Technical Recruiting, Taleo, Team Building, Administrative..., Training & Development, Customer Service, Microsoft Office, Employee Benefits, Onboarding, Pharmaceutical Industry, HRIS Database Management, Event Planning, Start-ups, Social Recruiting, Problem Solving, SharePoint, Banking, Communication, Multi-Project Management, Calendar Management, Employee Training, Project Management, Analysis, Interviews, Training, Recruiting, Management, Access, Calendaring
Education
University of California, San Diego 2001 — 2003
Bachelor of Arts, Sociology
College of San Mateo 1999 — 2000
Associate of Arts, Liberal Arts
Mills High School
Jill O'Sullivan Jill O'Sullivan's Borel Private Bank & Trust Company Experience August 2011 - November 2011
Job Trusts & Estates Attorney
Industry Law Practice
Experience
Jill O'Sullivan Law October 2014 - Present
Burns Loew, APLC January 2014 - October 2014
Barulich Dugoni Law Group, Inc. November 2011 - January 2014
Borel Private Bank & Trust Company August 2011 - November 2011
Borel Private Bank & Trust Company May 2010 - May 2011
Santa Clara University August 2009 - May 2011
Armstrong & Associates February 2007 - June 2008
Skills
Estate Planning, Estate Administration, Estate Tax Planning, Gift Tax, Business Planning, Business Strategy, Business Analysis, Trusts, Charitable Trusts, Multi-generational..., Irrevocable Life..., Special Needs Trusts, Dynasty Trusts, Property Tax Analysis, Legal Research, Trust Services, Powers of Attorney, Corporate Law, Courts, Legal Issues, Estate Law, Conservatorships
Education
Santa Clara University 2008 — 2011
J.D
University of Oxford 2009 — 2009
Magdalen College - Comparative Property
MTI College 2006 — 2007
A.A., Paralegal Studies
California State University-Sacramento 2004 — 2006
B.A., English
Jill O'Sullivan Law October 2014 - Present
Burns Loew, APLC January 2014 - October 2014
Barulich Dugoni Law Group, Inc. November 2011 - January 2014
Borel Private Bank & Trust Company August 2011 - November 2011
Borel Private Bank & Trust Company May 2010 - May 2011
Santa Clara University August 2009 - May 2011
Armstrong & Associates February 2007 - June 2008
Skills
Estate Planning, Estate Administration, Estate Tax Planning, Gift Tax, Business Planning, Business Strategy, Business Analysis, Trusts, Charitable Trusts, Multi-generational..., Irrevocable Life..., Special Needs Trusts, Dynasty Trusts, Property Tax Analysis, Legal Research, Trust Services, Powers of Attorney, Corporate Law, Courts, Legal Issues, Estate Law, Conservatorships
Education
Santa Clara University 2008 — 2011
J.D
University of Oxford 2009 — 2009
Magdalen College - Comparative Property
MTI College 2006 — 2007
A.A., Paralegal Studies
California State University-Sacramento 2004 — 2006
B.A., English
Debra Rose's Borel Private Bank & Trust Company Experience May 2012 - August 2012
Job Escrow Transaction/Marketing Manager
Industry Real Estate
Experience
Tom LeMieux Associates January 2014 - Present
ARA Pacific March 2013 - September 2013
Brown & Co. Real Estate February 2013 - March 2013
Borel Private Bank & Trust Company May 2012 - August 2012
Real Estate Appraisal Professionals August 2011 - May 2012
Regis Homes of Northern CA May 2008 - October 2009
O'Brien Homes 2003 - 2008
Skills
Outlook, Microsoft Office, Microsoft Excel, Event Management, PowerPoint, Budget, Contract Negotiation, Microsoft Word, Event Planning, Customer Service, Email Marketing, Social Media, QuickBooks, Rims, DocuSign, MLS, Salesforce.com, Sales, Project Management, New Home Sales, Residential Homes, Budgets, Account Management, Business Development
Education
City College of San Francisco
Tom LeMieux Associates January 2014 - Present
ARA Pacific March 2013 - September 2013
Brown & Co. Real Estate February 2013 - March 2013
Borel Private Bank & Trust Company May 2012 - August 2012
Real Estate Appraisal Professionals August 2011 - May 2012
Regis Homes of Northern CA May 2008 - October 2009
O'Brien Homes 2003 - 2008
Skills
Outlook, Microsoft Office, Microsoft Excel, Event Management, PowerPoint, Budget, Contract Negotiation, Microsoft Word, Event Planning, Customer Service, Email Marketing, Social Media, QuickBooks, Rims, DocuSign, MLS, Salesforce.com, Sales, Project Management, New Home Sales, Residential Homes, Budgets, Account Management, Business Development
Education
City College of San Francisco
Vern Adkins Vern Adkins's Borel Private Bank & Trust Company Experience October 2009 - May 2013
Job Vice President & Trust Officer at Boston Private Bank
Industry Banking
Experience
Boston Private Bank December 2013 - Present
Fox, Shjeflo, Hartley & Babu LLP June 2013 - December 2013
Borel Private Bank & Trust Company October 2009 - May 2013
PwC September 2006 - October 2009
Skills
Banking, Trusts, Estate Tax Planning, Legal Writing, Tax, Portfolio Management, High Net Worth..., Wills, Estate Planning, Estate Administration, Wealth Management, Tax Law, Commercial Banking, Wealth Management..., Trust Services, Estate Law, Private Banking, Retirement Planning, Powers of Attorney, Charitable Trusts, Bankruptcy
Education
Santa Clara University School of Law 2003 — 2006
Juris Doctor
University of Arizona 2001 — 2003
Bachelor of Science, Political Science
Boston Private Bank December 2013 - Present
Fox, Shjeflo, Hartley & Babu LLP June 2013 - December 2013
Borel Private Bank & Trust Company October 2009 - May 2013
PwC September 2006 - October 2009
Skills
Banking, Trusts, Estate Tax Planning, Legal Writing, Tax, Portfolio Management, High Net Worth..., Wills, Estate Planning, Estate Administration, Wealth Management, Tax Law, Commercial Banking, Wealth Management..., Trust Services, Estate Law, Private Banking, Retirement Planning, Powers of Attorney, Charitable Trusts, Bankruptcy
Education
Santa Clara University School of Law 2003 — 2006
Juris Doctor
University of Arizona 2001 — 2003
Bachelor of Science, Political Science
Stephen Ink Stephen Ink's Borel Private Bank & Trust Company Experience February 2006 - August 2012
Job Vice President & Trust Officer at Boston Private Bank & Trust Company
Industry Banking
Experience
Boston Private Bank & Trust Company September 2012 - Present
Borel Private Bank & Trust Company February 2006 - August 2012
Law Office of Stephen D. Ink March 1994 - January 2006
Burnett Burnett & Allen June 1990 - February 1994
Education
Santa Clara University School of Law 1987 — 1990
Juris Doctor, Law
Abilene Christian University 1979 — 1982
Master of Divinity, Ministry
Boston Private Bank & Trust Company September 2012 - Present
Borel Private Bank & Trust Company February 2006 - August 2012
Law Office of Stephen D. Ink March 1994 - January 2006
Burnett Burnett & Allen June 1990 - February 1994
Education
Santa Clara University School of Law 1987 — 1990
Juris Doctor, Law
Abilene Christian University 1979 — 1982
Master of Divinity, Ministry
Jon Sandstrom, IT Manager Jon Sandstrom, IT Manager's Borel Private Bank & Trust Company Experience April 2008 - April 2012
Job IT Manager at Liberty Bank
Industry Information Technology and Services
Experience
Borel Private Bank & Trust Company April 2008 - April 2012
Borel Private Bank & Trust Comapny March 2002 - April 2008
Borel Bank & Trust Company March 1994 - April 2002
Skills
IT Management, IT Operations, Websense, Strategic Planning, Server Virtualisation, Evault Backup Solutions, Microsoft Exchange, IBM iSeries, Solarwinds, IT Operations Management, Content Filtering, Active Directory, Cisco Call Manager, VMware, Data Processing, VMware ESX, Data Center Relocation, Data Center, Information Security, IT Strategy, Virtualization, Servers, vCenter, Business Continuity, Network Security, Sarbanes-Oxley Act, Budget Process
Education
College of San Mateo 1981 — 1981
Aragon High School 1977 — 1980
Borel Private Bank & Trust Company April 2008 - April 2012
Borel Private Bank & Trust Comapny March 2002 - April 2008
Borel Bank & Trust Company March 1994 - April 2002
Skills
IT Management, IT Operations, Websense, Strategic Planning, Server Virtualisation, Evault Backup Solutions, Microsoft Exchange, IBM iSeries, Solarwinds, IT Operations Management, Content Filtering, Active Directory, Cisco Call Manager, VMware, Data Processing, VMware ESX, Data Center Relocation, Data Center, Information Security, IT Strategy, Virtualization, Servers, vCenter, Business Continuity, Network Security, Sarbanes-Oxley Act, Budget Process
Education
College of San Mateo 1981 — 1981
Aragon High School 1977 — 1980
Armando Nochez Armando Nochez's Borel Private Bank & Trust Company Experience November 2011 - February 2012
Job Home Lending Specialist at Citi
Industry Financial Services
Experience
Citi February 2012 - Present
Borel Private Bank & Trust Company November 2011 - February 2012
Citimortgage December 2006 - July 2009
Citibank N.A. July 2001 - December 2007
Bayview Federal Bank December 1995 - June 2001
Citibank N.A. March 1991 - December 1995
Skills
Portfolio Management, Credit, Banking, Credit Risk, Mortgage Lending
Education
Diablo Valley College
Citi February 2012 - Present
Borel Private Bank & Trust Company November 2011 - February 2012
Citimortgage December 2006 - July 2009
Citibank N.A. July 2001 - December 2007
Bayview Federal Bank December 1995 - June 2001
Citibank N.A. March 1991 - December 1995
Skills
Portfolio Management, Credit, Banking, Credit Risk, Mortgage Lending
Education
Diablo Valley College
Carl Barkow Carl Barkow's Borel Private Bank & Trust Company Experience 2002 - 2004
Job Senior Vice President, Structure Finance at Zions Bancorporation
Industry Capital Markets
Experience
Zions Bancorporation December 2014 - Present
Comerica Bank August 2014 - Present
Comerica Bank January 2012 - September 2014
BMO Capital Markets February 2004 - February 2012
Borel Private Bank & Trust Company 2002 - 2004
Robertson Stephens, Inc. 2000 - 2002
America True August 1997 - February 2000
Skills
Mergers, Mezzanine, Venture Debt, Middle Market, Recapitalizations, Venture Capital, LBO, Leveraged Finance, Valuation, Portfolio Management, Financial Modeling, Investment Banking, Private Equity
Education
University of Denver 1992 — 1996
BSBA, Finance
University of Denver - Daniels College of Business 1992 — 1996
Bachelor of Science (BS), Finance, General
Zions Bancorporation December 2014 - Present
Comerica Bank August 2014 - Present
Comerica Bank January 2012 - September 2014
BMO Capital Markets February 2004 - February 2012
Borel Private Bank & Trust Company 2002 - 2004
Robertson Stephens, Inc. 2000 - 2002
America True August 1997 - February 2000
Skills
Mergers, Mezzanine, Venture Debt, Middle Market, Recapitalizations, Venture Capital, LBO, Leveraged Finance, Valuation, Portfolio Management, Financial Modeling, Investment Banking, Private Equity
Education
University of Denver 1992 — 1996
BSBA, Finance
University of Denver - Daniels College of Business 1992 — 1996
Bachelor of Science (BS), Finance, General
Kathryn Limprecht Kathryn Limprecht's Borel Private Bank & Trust Company Experience March 1992 - March 1996
Job Computer Networking Professional
Industry Computer Networking
Experience
Profit Trackers Inc. Financial Analyst3Com1996 - 1997
Insync March 1996 - July 1996
Borel Private Bank & Trust Company March 1992 - March 1996
Skills
Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Financial Modeling, Budgets, Business Analysis, Analysis, Cross-functional Team..., Bank Reconciliation, Securities Trade..., Special Education, QuickBooks, Bookkeeping, PowerPoint
Education
Notre Dame de Namur University 1992 — 1995
Master of Business Administration (MBA), Finance, General
Notre Dame de Namur University 1986 — 1991
Bachelor of Arts (B.A.), Math and liberal studies
Profit Trackers Inc. Financial Analyst3Com1996 - 1997
Insync March 1996 - July 1996
Borel Private Bank & Trust Company March 1992 - March 1996
Skills
Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Financial Modeling, Budgets, Business Analysis, Analysis, Cross-functional Team..., Bank Reconciliation, Securities Trade..., Special Education, QuickBooks, Bookkeeping, PowerPoint
Education
Notre Dame de Namur University 1992 — 1995
Master of Business Administration (MBA), Finance, General
Notre Dame de Namur University 1986 — 1991
Bachelor of Arts (B.A.), Math and liberal studies
Jim Garvey Jim Garvey's Borel Private Bank & Trust Company Experience 2010 - 2012
Job President & CEO at St Marys Credit Union
Industry
Experience
St Marys Credit Union February 2013 - Present
Borel Private Bank & Trust Company 2010 - 2012
Charter Private Bank 2009 - 2010
Flagship Bank 1999 - 2009
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Banking
Education
Boston University Graduate School of Management
Master of Business Administration (MBA)
University of Miami
Bachelor of Business Administration (BBA), Accounting
St Marys Credit Union February 2013 - Present
Borel Private Bank & Trust Company 2010 - 2012
Charter Private Bank 2009 - 2010
Flagship Bank 1999 - 2009
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Banking
Education
Boston University Graduate School of Management
Master of Business Administration (MBA)
University of Miami
Bachelor of Business Administration (BBA), Accounting
Sherie Dodsworth Sherie Dodsworth's Borel Private Bank & Trust Company Experience 2004 - 2011
Job Owner, Securita, Inc.
Industry Consumer Goods
Experience
Securita, Inc. January 2006 - Present
Los Altos Community Foundation 2009 - 2011
Borel Private Bank & Trust Company 2004 - 2011
Network Physics 2002 - 2005
Insweb 1997 - 2000
John F. Forbes & Company 1978 - 1983
Skills
Venture Capital, Start-ups, Strategic Planning, Cash Management, Team Building
Education
St. Mary's College of California 1974 — 1978
Bachlor of Science, Accounting
Securita, Inc. January 2006 - Present
Los Altos Community Foundation 2009 - 2011
Borel Private Bank & Trust Company 2004 - 2011
Network Physics 2002 - 2005
Insweb 1997 - 2000
John F. Forbes & Company 1978 - 1983
Skills
Venture Capital, Start-ups, Strategic Planning, Cash Management, Team Building
Education
St. Mary's College of California 1974 — 1978
Bachlor of Science, Accounting
Jesse M. Sweet, CFA Jesse M. Sweet, CFA's Borel Private Bank & Trust Company Experience May 2007 - August 2007
Job Financial Analyst/Portfolio Specialist at BlackRock
Industry Financial Services
Experience
BlackRock February 2011 - Present
Waddell & Reed January 2009 - January 2011
Key Equipment Finance May 2008 - December 2008
Borel Private Bank & Trust Company May 2007 - August 2007
Webroot Software August 2006 - January 2007
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor's, Finance & Economics
BlackRock February 2011 - Present
Waddell & Reed January 2009 - January 2011
Key Equipment Finance May 2008 - December 2008
Borel Private Bank & Trust Company May 2007 - August 2007
Webroot Software August 2006 - January 2007
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor's, Finance & Economics
Tammi Griswold, CTFA Tammi Griswold, CTFA's Borel Private Bank & Trust Company Experience February 2007 - May 2012
Job Trust & Fiduciary Specialist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank November 2013 - Present
The Private Client Reserve of U.S. Bank April 2012 - November 2013
Borel Private Bank & Trust Company February 2007 - May 2012
Meadowood Napa Valley February 2005 - November 2005
California State Assembly December 2002 - February 2005
California State Senate May 2000 - December 2002
The Bovee Company 1999 - 2000
Skills
Estate Planning, Asset Allocation, Banking, Estate Administration, Estate Tax Planning, Investments, High Net Worth..., Portfolio Management, Private Banking, Retirement Planning, Trust Services, Trusts, Wealth Management, Investment Advisory
Education
Cannon Financial Institute 2007 — 2010
Personal Trust, Honor Graduate
San Diego State University-California State University 1994 — 1999
BS, Political Science
Wells Fargo Private Bank November 2013 - Present
The Private Client Reserve of U.S. Bank April 2012 - November 2013
Borel Private Bank & Trust Company February 2007 - May 2012
Meadowood Napa Valley February 2005 - November 2005
California State Assembly December 2002 - February 2005
California State Senate May 2000 - December 2002
The Bovee Company 1999 - 2000
Skills
Estate Planning, Asset Allocation, Banking, Estate Administration, Estate Tax Planning, Investments, High Net Worth..., Portfolio Management, Private Banking, Retirement Planning, Trust Services, Trusts, Wealth Management, Investment Advisory
Education
Cannon Financial Institute 2007 — 2010
Personal Trust, Honor Graduate
San Diego State University-California State University 1994 — 1999
BS, Political Science
Emanuela Allgood's Borel Private Bank & Trust Company Experience May 2006 - December 2011
Job Project Manager at Borel Private Bank & Trust Company
Industry Banking
Experience
Borel Private Bank & Trust Company May 2006 - December 2011
Borel Private Bank & Trust Company January 2006 - November 2011
Borel Private Bank & Trust Company January 1993 - January 2002
Skills
Banking, Finance, Accounting, Budgets, Financial Analysis, Portfolio Management, Commercial Banking, Strategic Financial..., Strategic Planning, Investments, Risk Management, Due Diligence, Financial Modeling, Forecasting, Cash Management
Education
University of Colorado at Boulder 1991 — 1992
Graduate School of Banking
USF 1989 — 1991
BS, Applied Economics
University of San Francisco 1989 — 1990
BS, Applied Economics
Foothill College
AA, Banking and Finance
Borel Private Bank & Trust Company May 2006 - December 2011
Borel Private Bank & Trust Company January 2006 - November 2011
Borel Private Bank & Trust Company January 1993 - January 2002
Skills
Banking, Finance, Accounting, Budgets, Financial Analysis, Portfolio Management, Commercial Banking, Strategic Financial..., Strategic Planning, Investments, Risk Management, Due Diligence, Financial Modeling, Forecasting, Cash Management
Education
University of Colorado at Boulder 1991 — 1992
Graduate School of Banking
USF 1989 — 1991
BS, Applied Economics
University of San Francisco 1989 — 1990
BS, Applied Economics
Foothill College
AA, Banking and Finance
Pablo Serna Pablo Serna's Borel Private Bank & Trust Company Experience November 2010 - June 2011
Job Mortgage Lending Manager at SVB Private Bank
Industry Banking
Experience
SVB Private Bank July 2013 - Present
SVB Private Bank June 2011 - July 2013
Borel Private Bank & Trust Company November 2010 - June 2011
Bank of America April 2009 - November 2010
Banc of America Investments March 2003 - December 2006
Skills
Mortgage Lending, Loans, Commercial Lending, CRM, Refinance, Underwriting, Investment Properties, Leadership, Management, Finance, Insurance, Mortgage Banking, Loan Origination, Portfolio Management, Banking, Credit
Education
San Jose State University 1991 — 1993
Bachelor of Science, Physical Education
SVB Private Bank July 2013 - Present
SVB Private Bank June 2011 - July 2013
Borel Private Bank & Trust Company November 2010 - June 2011
Bank of America April 2009 - November 2010
Banc of America Investments March 2003 - December 2006
Skills
Mortgage Lending, Loans, Commercial Lending, CRM, Refinance, Underwriting, Investment Properties, Leadership, Management, Finance, Insurance, Mortgage Banking, Loan Origination, Portfolio Management, Banking, Credit
Education
San Jose State University 1991 — 1993
Bachelor of Science, Physical Education
Robin Weir Robin Weir's Borel Private Bank & Trust Company Experience July 2007 - September 2008
Job Senior Designer at WilliamsSonoma, Inc.
Industry Design
Experience
Williams-Sonoma, Inc. March 2014 - Present
Robin Weir Design June 2006 - Present
Williams-Sonoma, Inc. January 2014 - March 2014
Williams-Sonoma, Inc. June 2011 - January 2014
Williams-Sonoma, Inc. June 2010 - May 2011
Inneract Project January 2009 - January 2011
Borel Private Bank & Trust Company July 2007 - September 2008
University of California Davis, School of Law November 2005 - July 2006
Weir & Associates Catering and Event Planning 2000 - June 2006
Skills
Graphic Design, InDesign, Illustrator, Web Design, Photoshop, Typography, Brochures, Packaging, Creative Direction, Art Direction, Dreamweaver, Microsoft Office, Event Planning, Branding & Identity, Social Media, Layout, Photography, Logo Design, Product Marketing
Education
University of California, Davis
BS, Graphic Design & Art History
Williams-Sonoma, Inc. March 2014 - Present
Robin Weir Design June 2006 - Present
Williams-Sonoma, Inc. January 2014 - March 2014
Williams-Sonoma, Inc. June 2011 - January 2014
Williams-Sonoma, Inc. June 2010 - May 2011
Inneract Project January 2009 - January 2011
Borel Private Bank & Trust Company July 2007 - September 2008
University of California Davis, School of Law November 2005 - July 2006
Weir & Associates Catering and Event Planning 2000 - June 2006
Skills
Graphic Design, InDesign, Illustrator, Web Design, Photoshop, Typography, Brochures, Packaging, Creative Direction, Art Direction, Dreamweaver, Microsoft Office, Event Planning, Branding & Identity, Social Media, Layout, Photography, Logo Design, Product Marketing
Education
University of California, Davis
BS, Graphic Design & Art History
Joanne Vicente Joanne Vicente's Borel Private Bank & Trust Company Experience February 2003 - March 2006
Job Information Technology Specialist
Industry Information Technology and Services
Experience
Alcohol Research Group September 2010 - Present
Romnet July 2013 - March 2014
Public Health Insitute March 2013 - May 2013
remithome Corporation October 2009 - September 2010
Aerotek Professional Services June 2006 - January 2007
Borel Private Bank & Trust Company February 2003 - March 2006
Borel Private Bank & Trust Company August 2001 - February 2003
Skills
Access, Software Documentation, Computer Hardware, Microsoft Office, Hardware, Software Installation, Analysis, Management, Outlook, Research, Call Centers, Microsoft Excel, Customer Service, Active Directory, Windows 7, Technical Support, Troubleshooting, Networking, VPN, Laptops, Printers, Routers, Data Entry, Group Policy, Norton Ghost, OS X, Antivirus, Microsoft Word, Finance, Banking, Information Technology, System Administration, Windows, Help Desk Support, Desktop Computers, VoIP, Remote Desktop, Workstations, Windows Vista, Microsoft Exchange, System Deployment, Remote Access, Hardware Support, IT Operations, Computer Repair, Sonicwall, Wireless Networking, Computer Security, DHCP, Microsoft Technologies
Education
Merritt College 2009 — 2010
Registered Nursing/Registered Nurse
Heald College 2001 — 2003
Associates, Computer Technician
Jefferson High School 1994 — 1996
Alcohol Research Group September 2010 - Present
Romnet July 2013 - March 2014
Public Health Insitute March 2013 - May 2013
remithome Corporation October 2009 - September 2010
Aerotek Professional Services June 2006 - January 2007
Borel Private Bank & Trust Company February 2003 - March 2006
Borel Private Bank & Trust Company August 2001 - February 2003
Skills
Access, Software Documentation, Computer Hardware, Microsoft Office, Hardware, Software Installation, Analysis, Management, Outlook, Research, Call Centers, Microsoft Excel, Customer Service, Active Directory, Windows 7, Technical Support, Troubleshooting, Networking, VPN, Laptops, Printers, Routers, Data Entry, Group Policy, Norton Ghost, OS X, Antivirus, Microsoft Word, Finance, Banking, Information Technology, System Administration, Windows, Help Desk Support, Desktop Computers, VoIP, Remote Desktop, Workstations, Windows Vista, Microsoft Exchange, System Deployment, Remote Access, Hardware Support, IT Operations, Computer Repair, Sonicwall, Wireless Networking, Computer Security, DHCP, Microsoft Technologies
Education
Merritt College 2009 — 2010
Registered Nursing/Registered Nurse
Heald College 2001 — 2003
Associates, Computer Technician
Jefferson High School 1994 — 1996
Anatoly Chikanov Anatoly Chikanov's Borel Private Bank & Trust Company Experience March 2008 - January 2012
Job CISSP, IT Systems Manager (Information Security, Infrastructure, Network operations).
Industry Financial Services
Experience
Boston Private January 2012 - Present
Borel Private Bank & Trust Company March 2008 - January 2012
HiFX February 2007 - March 2008
Intersoft corporation May 2006 - March 2007
Wells Fargo September 2005 - May 2006
TeamLynx October 2003 - August 2005
AuctionWatch-ARS December 2001 - September 2003
Skills
IT Management, IT Operations, Disaster Recovery, Cloud Computing, Active Directory, Information Security, Information Technology, Microsoft Exchange, Management, System Administration, Networking, Data Center, Security, Firewalls, Project Management, SaaS, Asset Managment, Business Continuity, Network Security, Cisco Technologies, Infrastructure, Computer Security, Servers, Information Security..., VMware, VMware ESX, Infrastructure..., Vendor Management, Virtualization, IT Infrastructure..., Risk Management, Storage Area Networks, Enterprise Architecture, Network Administration, Business Analysis, Portfolio Management, Quality Auditing, Backup Solutions, Network Architecture, IT Strategy, ITIL, SAN, CRM, Mobile Device Management, Sarbanes-Oxley Act, Budgets, Capacity Planning, DLP, Network Design, CISSP
Education
California State University-Hayward - School of Business and Economics 2002 — 2005
BS in Management and Marketing
Aragon High School
Boston Private January 2012 - Present
Borel Private Bank & Trust Company March 2008 - January 2012
HiFX February 2007 - March 2008
Intersoft corporation May 2006 - March 2007
Wells Fargo September 2005 - May 2006
TeamLynx October 2003 - August 2005
AuctionWatch-ARS December 2001 - September 2003
Skills
IT Management, IT Operations, Disaster Recovery, Cloud Computing, Active Directory, Information Security, Information Technology, Microsoft Exchange, Management, System Administration, Networking, Data Center, Security, Firewalls, Project Management, SaaS, Asset Managment, Business Continuity, Network Security, Cisco Technologies, Infrastructure, Computer Security, Servers, Information Security..., VMware, VMware ESX, Infrastructure..., Vendor Management, Virtualization, IT Infrastructure..., Risk Management, Storage Area Networks, Enterprise Architecture, Network Administration, Business Analysis, Portfolio Management, Quality Auditing, Backup Solutions, Network Architecture, IT Strategy, ITIL, SAN, CRM, Mobile Device Management, Sarbanes-Oxley Act, Budgets, Capacity Planning, DLP, Network Design, CISSP
Education
California State University-Hayward - School of Business and Economics 2002 — 2005
BS in Management and Marketing
Aragon High School
Wesley Peterson Wesley Peterson's Borel Private Bank & Trust Company Experience December 2005 - April 2008
Job AP Specialist
Industry Pharmaceuticals
Experience
Revance Therapeutics June 2015 - Present
Autodesk, San Leandro USD, SG Real Estate, First Republic Bank, MuleSoft, Beats Music March 2014 - June 2015
Beats Music June 2014 - August 2014
ProTrials Research April 2008 - February 2014
Borel Private Bank & Trust Company December 2005 - April 2008
Skills
Accounts Payable, Accounting, QuickBooks, Microsoft Office, Outlook, Microsoft Word, Google Docs, Invoicing, General Ledger, Access, Account Reconciliation, Financial Accounting, Microsoft Excel, Banking, Customer Service, Management, PowerPoint, Account Management, Budgets, Excel, Real Estate, Rent Manager
Education
University of Phoenix 2007 — 2011
Bachelor of Science in Business, Business Management
Foothill College 2003 — 2006
Associate in Arts, Accounting
Foothill College 2000 — 2003
Associate in Arts, Business Administration
Revance Therapeutics June 2015 - Present
Autodesk, San Leandro USD, SG Real Estate, First Republic Bank, MuleSoft, Beats Music March 2014 - June 2015
Beats Music June 2014 - August 2014
ProTrials Research April 2008 - February 2014
Borel Private Bank & Trust Company December 2005 - April 2008
Skills
Accounts Payable, Accounting, QuickBooks, Microsoft Office, Outlook, Microsoft Word, Google Docs, Invoicing, General Ledger, Access, Account Reconciliation, Financial Accounting, Microsoft Excel, Banking, Customer Service, Management, PowerPoint, Account Management, Budgets, Excel, Real Estate, Rent Manager
Education
University of Phoenix 2007 — 2011
Bachelor of Science in Business, Business Management
Foothill College 2003 — 2006
Associate in Arts, Accounting
Foothill College 2000 — 2003
Associate in Arts, Business Administration
BETTY L LINVILL BETTY L LINVILL's Borel Private Bank & Trust Company Experience 2009 - 2010
Job President of the Board of Directors, MidPeninsula Water District
Industry Utilities
Experience
Behrens and Associates LLC January 2008 - Present
Mid-Peninsula Water District June 2007 - Present
East West Bank November 2011 - March 2014
Borel Private Bank & Trust Company 2009 - 2010
Bridge Bank May 2005 - July 2008
First Bank July 2002 - May 2005
Silicon Valley Bank 1997 - 2001
First Interstate Bank 1989 - 1996
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Asset Based Lending, Portfolio Management, Credit Analysis, Middle Market, Commercial Mortgages, Small Business Lending, Underwriting, Treasury Management, Credit Risk, Finance
Education
Alliant International University-San Diego Scripps Ranch
MBA, Business
Pacific Coast Banking School at the University of Washington, Seattle, WA 1976 — 1979
Graduate, Commercial Banking
North Hollywood High
Behrens and Associates LLC January 2008 - Present
Mid-Peninsula Water District June 2007 - Present
East West Bank November 2011 - March 2014
Borel Private Bank & Trust Company 2009 - 2010
Bridge Bank May 2005 - July 2008
First Bank July 2002 - May 2005
Silicon Valley Bank 1997 - 2001
First Interstate Bank 1989 - 1996
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Asset Based Lending, Portfolio Management, Credit Analysis, Middle Market, Commercial Mortgages, Small Business Lending, Underwriting, Treasury Management, Credit Risk, Finance
Education
Alliant International University-San Diego Scripps Ranch
MBA, Business
Pacific Coast Banking School at the University of Washington, Seattle, WA 1976 — 1979
Graduate, Commercial Banking
North Hollywood High
Elizabeth Gordon Elizabeth Gordon's Borel Private Bank & Trust Company Experience 2003 - 2012
Job PR at Looker
Industry Public Relations and Communications
Experience
Looker January 2015 - Present
Deliv 2013 - Present
TaxAudit.com 2013 - Present
TaxAudit.com 2013 - Present
Toxbox 2012 - Present
House Communications December 2012 - Present
Toluna QuickSurveys June 2012 - Present
MarketLive October 2011 - December 2012
Borel Private Bank & Trust Company 2003 - 2012
GILD 2011 - 2011
Skills
Blogging, Broadcast, Strategy, Start-ups, Public Relations, Program Management, Press Releases, Social Media, Storytelling, Media Relations, Social Networking, Web Content, Copywriting, Nonprofits, Copy Editing, Digital Media, Social Media Marketing, Content Strategy, Digital Marketing
Education
University of California, San Diego 1992 — 1996
BA, Media
Looker January 2015 - Present
Deliv 2013 - Present
TaxAudit.com 2013 - Present
TaxAudit.com 2013 - Present
Toxbox 2012 - Present
House Communications December 2012 - Present
Toluna QuickSurveys June 2012 - Present
MarketLive October 2011 - December 2012
Borel Private Bank & Trust Company 2003 - 2012
GILD 2011 - 2011
Skills
Blogging, Broadcast, Strategy, Start-ups, Public Relations, Program Management, Press Releases, Social Media, Storytelling, Media Relations, Social Networking, Web Content, Copywriting, Nonprofits, Copy Editing, Digital Media, Social Media Marketing, Content Strategy, Digital Marketing
Education
University of California, San Diego 1992 — 1996
BA, Media
Gina Stephens, CAMS's Borel Private Bank & Trust Company Experience November 1981 - June 2007
Job SVP BSA Compliance Officer at Avidbank
Industry Banking
Experience
Avidbank September 2009 - Present
Avidbank September 2007 - November 2011
Borel Private Bank & Trust Company November 1981 - June 2007
Skills
Commercial Banking, Banking, Private Banking, Branch Banking, Transaction Banking, Internet Banking, Compliance, Core Banking, Deposits, Payments, AML, Cross Selling, Bank Secrecy Act, Loans, Finance, Credit, Financial Transactions, Retail Banking
Education
College of San Mateo 1978 — 1980
Computer Science
Avidbank September 2009 - Present
Avidbank September 2007 - November 2011
Borel Private Bank & Trust Company November 1981 - June 2007
Skills
Commercial Banking, Banking, Private Banking, Branch Banking, Transaction Banking, Internet Banking, Compliance, Core Banking, Deposits, Payments, AML, Cross Selling, Bank Secrecy Act, Loans, Finance, Credit, Financial Transactions, Retail Banking
Education
College of San Mateo 1978 — 1980
Computer Science
Deborah Pappas's Borel Private Bank & Trust Company Experience November 1993 - June 2004
Job Wealth Management & Private Banking Executive
Industry Financial Services
Experience
Boston Private November 2004 - Present
Borel Private Bank & Trust Company November 1993 - June 2004
Seattle First National Bank January 1981 - July 1993
Skills
Commercial Mortgages, Commercial Banking, Commercial Lending, Private Banking, Cash Management, Business Development, High Net Worth..., Wealth Management, Venture Capital, Private Equity, Asset Management, Loans, Credit Analysis, Leadership, Finance, Financial Services
Education
Seattle University 1985 — 1989
MBA, Finance
New Mexico State University 1975 — 1978
Bachelor of Arts, English
Boston Private November 2004 - Present
Borel Private Bank & Trust Company November 1993 - June 2004
Seattle First National Bank January 1981 - July 1993
Skills
Commercial Mortgages, Commercial Banking, Commercial Lending, Private Banking, Cash Management, Business Development, High Net Worth..., Wealth Management, Venture Capital, Private Equity, Asset Management, Loans, Credit Analysis, Leadership, Finance, Financial Services
Education
Seattle University 1985 — 1989
MBA, Finance
New Mexico State University 1975 — 1978
Bachelor of Arts, English
Vahan Derounian's Borel Private Bank & Trust Company Experience April 2006 - September 2011
Job Residential Mortgage Lending Manager
Industry Banking
Experience
Borel Private Bank & Trust Company April 2006 - September 2011
First Tech/Addison FCU (formerly HP Credit Union) March 1999 - April 2006
Countrywide Home Loans/Bank of America September 1998 - March 1999
Education
San Francisco State University, College of Business 1984 — 1988
Bachelor of Science, Business Administration
Borel Private Bank & Trust Company April 2006 - September 2011
First Tech/Addison FCU (formerly HP Credit Union) March 1999 - April 2006
Countrywide Home Loans/Bank of America September 1998 - March 1999
Education
San Francisco State University, College of Business 1984 — 1988
Bachelor of Science, Business Administration
Orlanda Soares's Borel Private Bank & Trust Company Experience December 2011 - Present
Job Trust Administrative Assistant at Borel Private Bank & Trust Company
Industry Computer Software
Mercy Paular's Borel Private Bank & Trust Company Experience operations managerbank of amercica1992 - 2004
Job VP/Senior Private Banker
Industry Banking
Experience
Borel Private Bank & Trust Company operations managerbank of amercica1992 - 2004
Skills
Banking, Commercial Banking, Loans, Private Banking
Education
Meycauayan College 1980 — 1985
Meycauayan College 1976 — 1985
Borel Private Bank & Trust Company operations managerbank of amercica1992 - 2004
Skills
Banking, Commercial Banking, Loans, Private Banking
Education
Meycauayan College 1980 — 1985
Meycauayan College 1976 — 1985
Barbara Alesch's Borel Private Bank & Trust Company Experience September 2005 - February 2012
Job Vice President Boston Private Bank & Trust Company Private Wealth Manager
Industry Financial Services
Experience
Boston Private Bank & Trust Company January 2012 - Present
Borel Private Bank & Trust Company September 2005 - February 2012
MORGAN FRANICH FREDKIN & MARSH LAW May 2000 - August 2005
Morgan, Franich, Fredkin & Marsh 2000 - 2005
Skills
Finance, Commercial Banking, Commercial Lending, Loans, Banking, Cash Management, Microsoft Word, Customer Service, Entrepreneurship, Investments, Private Banking, Management, Small Business, Administrative..., Wealth Management, Risk Management, Mortgage Lending, Small Business Lending, Credit Analysis, Portfolio Management, Credit, Commercial Mortgages, Retail Banking, Credit Risk, Financial Services
Education
Peterson High School
Peterson High School
San Jose State University
Boston Private Bank & Trust Company January 2012 - Present
Borel Private Bank & Trust Company September 2005 - February 2012
MORGAN FRANICH FREDKIN & MARSH LAW May 2000 - August 2005
Morgan, Franich, Fredkin & Marsh 2000 - 2005
Skills
Finance, Commercial Banking, Commercial Lending, Loans, Banking, Cash Management, Microsoft Word, Customer Service, Entrepreneurship, Investments, Private Banking, Management, Small Business, Administrative..., Wealth Management, Risk Management, Mortgage Lending, Small Business Lending, Credit Analysis, Portfolio Management, Credit, Commercial Mortgages, Retail Banking, Credit Risk, Financial Services
Education
Peterson High School
Peterson High School
San Jose State University
Martha Mastracci's Borel Private Bank & Trust Company Experience January 2001 - Present
Job Sr VP Mortgage Lending at Borel Private Bank & Trust Company
Industry Banking
Experience
Borel Private Bank & Trust Company January 2001 - Present
The Boston Company / Mellon Financial 1985 - June 2000
Education
University of California, Berkeley 1998 — 2010
Certified Financial Planner program
Smith College
BA, Economics
Borel Private Bank & Trust Company January 2001 - Present
The Boston Company / Mellon Financial 1985 - June 2000
Education
University of California, Berkeley 1998 — 2010
Certified Financial Planner program
Smith College
BA, Economics
Mark Brosche's Borel Private Bank & Trust Company Experience February 2005 - 2011
Job Richmark Inns
Industry Hospitality
Experience
Richmark Inns 1988 - Present
Waterford Hotels & Inns 1995 - Present
Borel Private Bank & Trust Company February 2005 - 2011
Brown Brosche Financial Inc. 1980 - 1988
Bank of America 1973 - 1980
Hyatt Hotels Corporation 1971 - 1973
Skills
Loans, Banking, Finance, Credit, Mortgage Lending, Private Equity, Real Estate, Venture Capital, Negotiation, New Business Development, General Ledger, Call Center, Non-profits, Customer Service, Event Planning, Hospitality Industry, Investments, Commercial Real Estate, Due Diligence, Asset Management, Portfolio Management
Education
Santa Clara University 1969 — 1973
BSC, Commerce
Richmark Inns 1988 - Present
Waterford Hotels & Inns 1995 - Present
Borel Private Bank & Trust Company February 2005 - 2011
Brown Brosche Financial Inc. 1980 - 1988
Bank of America 1973 - 1980
Hyatt Hotels Corporation 1971 - 1973
Skills
Loans, Banking, Finance, Credit, Mortgage Lending, Private Equity, Real Estate, Venture Capital, Negotiation, New Business Development, General Ledger, Call Center, Non-profits, Customer Service, Event Planning, Hospitality Industry, Investments, Commercial Real Estate, Due Diligence, Asset Management, Portfolio Management
Education
Santa Clara University 1969 — 1973
BSC, Commerce
Michael Bondy's Borel Private Bank & Trust Company Experience May 2010 - December 2012
Job Credit Manager at Citibank
Industry Banking
Experience
Citibank January 2013 - Present
Borel Private Bank & Trust Company May 2010 - December 2012
Bridge Bank March 2002 - May 2010
Peninsula Bank of Commerce September 1988 - March 2002
Skills
Credit, Banking, Underwriting, Credit Risk, Commercial Lending, Real Estate
Education
Pacific Coast Banking School 2007 — 2009
Banking
San Francisco State University 1981 — 1983
BA, English
Citibank January 2013 - Present
Borel Private Bank & Trust Company May 2010 - December 2012
Bridge Bank March 2002 - May 2010
Peninsula Bank of Commerce September 1988 - March 2002
Skills
Credit, Banking, Underwriting, Credit Risk, Commercial Lending, Real Estate
Education
Pacific Coast Banking School 2007 — 2009
Banking
San Francisco State University 1981 — 1983
BA, English
Edwin Fix's Borel Private Bank & Trust Company Experience April 2011 - May 2013
Job Consultant at Ed Fix, Inc.
Industry Banking
Experience
Ed Fix, Inc. June 2013 - Present
Borel Private Bank & Trust Company April 2011 - May 2013
Boston Private Bank & Trust April 2011 - May 2013
First Private Bank & Trust 2008 - 2011
Professional Business Bank 2005 - 2008
Business Bank of California August 2002 - March 2004
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Portfolio Management, Risk Management, Credit Risk, Due Diligence, Banking, Commercial Banking, Underwriting, Small Business Lending, Commercial Mortgages, Mortgage Lending, Retail Banking, Cash Management, Loan Origination, Capital Markets, Asset Based Lending, Financial Services, Financial Risk, Finance, Investments, Lines Of Credit, Financial Analysis, Treasury Management, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
MBA, Finance
University of California, San Diego 1965 — 1969
Bachelor of Science (BS), Economics
Ed Fix, Inc. June 2013 - Present
Borel Private Bank & Trust Company April 2011 - May 2013
Boston Private Bank & Trust April 2011 - May 2013
First Private Bank & Trust 2008 - 2011
Professional Business Bank 2005 - 2008
Business Bank of California August 2002 - March 2004
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Portfolio Management, Risk Management, Credit Risk, Due Diligence, Banking, Commercial Banking, Underwriting, Small Business Lending, Commercial Mortgages, Mortgage Lending, Retail Banking, Cash Management, Loan Origination, Capital Markets, Asset Based Lending, Financial Services, Financial Risk, Finance, Investments, Lines Of Credit, Financial Analysis, Treasury Management, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
MBA, Finance
University of California, San Diego 1965 — 1969
Bachelor of Science (BS), Economics
Ji Tan, CPA's Borel Private Bank & Trust Company Experience September 2010 - March 2012
Job Staff Accountant at Borel Private Bank & Trust Company
Industry Banking
Experience
Borel Private Bank & Trust Company September 2010 - March 2012
East West Bank (formerly United Commercial Bank) January 2009 - May 2010
Northeast Community Federal Credit Union June 2007 - December 2008
Skills
Accounting, Reconciliation, Excel, Fixed Assets, Banking
Education
San Francisco State University, College of Business 2006 — 2008
Bachelor, Accounting
Borel Private Bank & Trust Company September 2010 - March 2012
East West Bank (formerly United Commercial Bank) January 2009 - May 2010
Northeast Community Federal Credit Union June 2007 - December 2008
Skills
Accounting, Reconciliation, Excel, Fixed Assets, Banking
Education
San Francisco State University, College of Business 2006 — 2008
Bachelor, Accounting
Austin Kwok's Borel Private Bank & Trust Company Experience May 2010 - October 2011
Job LP
Industry Financial Services
Experience
Allwin Capital October 2011 - Present
Borel Private Bank & Trust Company May 2010 - October 2011
Kaiser Permanente August 2005 - May 2010
Skills
Banking, Customer Service
Education
San Francisco State University, College of Business 2004 — 2008
Bachelors, Finance
Allwin Capital October 2011 - Present
Borel Private Bank & Trust Company May 2010 - October 2011
Kaiser Permanente August 2005 - May 2010
Skills
Banking, Customer Service
Education
San Francisco State University, College of Business 2004 — 2008
Bachelors, Finance
Anthony Sprotti's Borel Private Bank & Trust Company Experience March 2010 - June 2011
Job Credit Analyst at Liberty Bank
Industry Banking
Experience
Liberty Bank September 2014 - Present
Boston Private Bank & Trust Company July 2011 - September 2014
Borel Private Bank & Trust Company March 2010 - June 2011
Borel Private Bank & Trust Company September 2007 - March 2010
Helm of Sun Valley March 2003 - September 2007
Skills
Banking, Credit, Loans, Commercial Banking, Portfolio Management, Commercial Lending, Microsoft Excel, Customer Service, Outlook, Finance, Microsoft Office, Account Reconciliation, Access, PowerPoint, Business Analysis
Education
College of San Mateo
Associate of Arts (A.A.), Accounting
Liberty Bank September 2014 - Present
Boston Private Bank & Trust Company July 2011 - September 2014
Borel Private Bank & Trust Company March 2010 - June 2011
Borel Private Bank & Trust Company September 2007 - March 2010
Helm of Sun Valley March 2003 - September 2007
Skills
Banking, Credit, Loans, Commercial Banking, Portfolio Management, Commercial Lending, Microsoft Excel, Customer Service, Outlook, Finance, Microsoft Office, Account Reconciliation, Access, PowerPoint, Business Analysis
Education
College of San Mateo
Associate of Arts (A.A.), Accounting
Edwin Fix's Borel Private Bank & Trust Company Experience May 2011 - Present
Job Chief Credit Officer Boston Private Bank & Trust
Industry Banking
Experience
Borel Private Bank & Trust Company May 2011 - Present
Pasadena, Ca April 2005 - March 2008
Bank of America June 1969 - February 1999
Skills
Commercial Mortgages, Banking, Mortgage Lending, Portfolio Management, Private Banking, Cash Management, Risk Management, Community Banking, Cash Flow Lending, Loan Work-outs, Real Estate Lending, Private Equity, Finance, RAROC, Asset Based Lending, SBA, Middle Market, Corporate Credit, Counterparty Risk, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1977
Master of Business Administration (MBA), Finance, General
University of California, San Diego 1965 — 1969
BS, Economics
Borel Private Bank & Trust Company May 2011 - Present
Pasadena, Ca April 2005 - March 2008
Bank of America June 1969 - February 1999
Skills
Commercial Mortgages, Banking, Mortgage Lending, Portfolio Management, Private Banking, Cash Management, Risk Management, Community Banking, Cash Flow Lending, Loan Work-outs, Real Estate Lending, Private Equity, Finance, RAROC, Asset Based Lending, SBA, Middle Market, Corporate Credit, Counterparty Risk, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1977
Master of Business Administration (MBA), Finance, General
University of California, San Diego 1965 — 1969
BS, Economics
Robert Bustos's Borel Private Bank & Trust Company Experience May 1994 - August 2005
Job Vice President at Heritage Bank of Commerce
Industry Financial Services
Experience
Heritage Bank of Commerce January 2013 - Present
TMC Financing July 2011 - December 2012
First Republic Bank October 2005 - March 2011
Borel Private Bank & Trust Company May 1994 - August 2005
Skills
Mortgage Lending, Small Business Lending, Loans, Commercial Lending, Credit Analysis, Commercial Mortgages, Credit, Commercial Banking, Underwriting, Banking, Construction Loans, Credit Risk, Financial Analysis, Lines Of Credit, Portfolio Management, Loan Origination, Refinance, Finance, Mortgage Banking, Consumer Lending, Real Estate, Real Estate Financing, Loan Servicing
Education
SFSU 1989 — 1991
Bachelor of Science (B.S.), Business Administration / Accounting
Skyline College 1986 — 1988
General Studies
Heritage Bank of Commerce January 2013 - Present
TMC Financing July 2011 - December 2012
First Republic Bank October 2005 - March 2011
Borel Private Bank & Trust Company May 1994 - August 2005
Skills
Mortgage Lending, Small Business Lending, Loans, Commercial Lending, Credit Analysis, Commercial Mortgages, Credit, Commercial Banking, Underwriting, Banking, Construction Loans, Credit Risk, Financial Analysis, Lines Of Credit, Portfolio Management, Loan Origination, Refinance, Finance, Mortgage Banking, Consumer Lending, Real Estate, Real Estate Financing, Loan Servicing
Education
SFSU 1989 — 1991
Bachelor of Science (B.S.), Business Administration / Accounting
Skyline College 1986 — 1988
General Studies
natalie mazzanti's Borel Private Bank & Trust Company Experience 1983 - 1990
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Geriatric Home Care Specialists 2011 - 2012
San Mateo Event Center July 2008 - May 2009
Borel Private Bank & Trust Company 1983 - 1990
Education
College of San Mateo 1981 — 1982
Interior Design and Business
Burlingame High School 1978 — 1982
High School Diploma
Geriatric Home Care Specialists 2011 - 2012
San Mateo Event Center July 2008 - May 2009
Borel Private Bank & Trust Company 1983 - 1990
Education
College of San Mateo 1981 — 1982
Interior Design and Business
Burlingame High School 1978 — 1982
High School Diploma