Cal National Bank
California National Bank was a consumer and business bank in the Southern California area. Founded: 1996
Cal National Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cal National Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cal National Bank Employees
Parker Bookkeeping and Tax Preparation October 2014 - Present
Henry County Public Schools October 2012 - May 2014
U.S. Bank July 2005 - October 2011
Broadway Federal Bank October 2003 - July 2005
Cal National Bank February 1994 - September 2003
Skills
Business Management, Tax Preparation, Full-Charge Bookkeeping, Banking, Training, Customer Service, Retail Banking, Branch Management, Accounts Receivable, Team Building, Loans, Management, Internal Audit, Cross Selling, Accounting, Private Banking, Auditing, AML, Team Leadership, Customer Satisfaction, Coaching, Deposits, Branch Banking, Wealth Management, Accounts Payable, Loan Origination, Bank Secrecy Act, Microsoft Office, Lotus Notes, Excel, Banking Operations, Compliance, SOX, BSA, Audit, PowerPoint, Word, Problem Solving, Quality Assurance, Teller Operations, Operational Risk, ACH, OFAC, KYC, Operational Risk..., Performance Management, USA PATRIOT Act, Business Planning, Banking Relationships, Budgeting
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
University of Phoenix 1999 — 2001
Bachelor of Science Business Management, Business
Trader Joe's June 2015 - Present
Trader Joe's September 2014 - June 2015
Trader Joe's August 2009 - September 2014
CPU COMPUTER REPAIR January 2009 - August 2009
Cal National Bank May 2008 - November 2008
adidas October 2006 - April 2008
Skills
Customer Service, Management, Employee Training, Organization, Supply Ordering, Order Management, Wine, Time Management, Wine Tasting
Education
Cypress College
In progress, Sociology
Preferred Bank March 2013 - Present
East West Bank October 2006 - March 2013
Cal National Bank 2003 - 2006
US Bank 2001 - 2003
Tokai Bank of California 1994 - 2001
Profiles in History 1992 - 1994
Union Bank of California 1988 - 1992
Bank of America 1985 - 1988
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Credit, Commercial Banking, Loans, Underwriting, Commercial Mortgages, Lines Of Credit, Credit Analysis, Portfolio Management, Banking, Middle Market, Mortgage Lending, Loan Origination, Cash Management, Construction Loans, Treasury Management, Real Estate Financing, Cash Flow Lending, Asset Management, Commercial Real Estate, Risk Management
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1981 — 1985
BA, History
University of California, Berkeley 1980 — 1981
Physics
Korea University March 2011 - June 2013
Korea University Cognitive Psychology Lab September 2010 - March 2011
Cal National Bank December 2009 - April 2010
Cha for Tea September 2006 - January 2008
Skills
Microsoft Office, Research, Bilingual, IRB, Higher Education, Human Resources, Science, Linguistics, bilingualism, Public Relations, Management, Team Management, Statistics, Grant Preparation, Federal Grants..., Korean, Matlab
Education
Korea University 2011 — 2013
Master of Science (MS), Cognitive Psychology and Psycholinguistics
University of California, Irvine 2006 — 2010
Bachelor of Science (BS), Cognitive Psychology
Farmers & Merchants Bank of Long Beach April 2014 - Present
City National Bank September 2011 - April 2014
US Bank Special Assets Group October 2009 - September 2011
Cal National Bank June 2000 - October 2009
Skills
Commercial Real Estate, Real Estate Financing, Real Estate Lending, Construction Finance, Bridge Financing, Mini Perm Financing, Banking, Investments, Real Estate, Investment Properties, Portfolio Management
Education
University of California, Santa Barbara 1994 — 1998
Business Economics, Business Economics
Corona del Mar HS 1991 — 1994
nuVision Federal CU September 2003 - Present
Renaissance by Marriott April 2000 - May 2005
Cal National Bank April 2000 - September 2003
Education
Far Eastern University 1986 — 1989
Bachelor of Science, Psychology
St. Joseph College Philippines 1980 — 1986
High school
N/A September 2013 - Present
LPL Finanical August 2009 - September 2013
United States Air Force Security Forces November 2005 - August 2009
Cal National Bank March 2005 - November 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Security Clearance, Law Enforcement..., Physical Security, Finance, Military Logistics, Event Planning, PowerPoint, Customer Service, Food Service, Teamwork, Leadership, Analytical Skills, Time Management, Access, Analysis, Risk Management, Training, Insurance, Management, Public Speaking, Social Media, Marketing, Strategic Planning
Education
California State University-Fullerton 2011 — 2013
Bachelor of Business Administration (B.B.A.), Corporate & International Financial Management
Servite
OneWest Bank August 2010 - Present
Noreen McNew Consulting April 2010 - July 2010
Cal National Bank January 2001 - March 2010
People's Bank of California December 1998 - January 2001
People’s Bank of California / Southern California Savings December 1991 - May 1998
Fidelity Federal Bank 1987 - 1988
Skills
Blended Learning, Process Improvement, Customer Service, Corporate Communications, Bank Operations, Research, Policy, Coaching, Team Building, Banking, Human Resources, Workshop Facilitation, Project Management, Selling Skills, Management, Leadership, Training, Analysis, Software Documentation, Recruiting, Project Planning, Strategic Planning, Operations Management, Change Management, Staff Development, Time Management, Sales, Performance Management
Education
Keller Graduate School of Management 2000 — 2006
Master of Human Resource Managment
Mount Saint Mary's University
Liberal Arts
Pierce Community College
AA
Freddie Mac September 2014 - Present
Broadway Federal Bank December 2013 - Present
Luther Burbank Savings June 2011 - July 2013
Cal National Bank December 2006 - July 2011
Open Your Eyes Magazine 2006 - 2011
Priority One Lending December 2003 - November 2006
Bear Stearns June 2000 - November 2003
Skills
Construction, Mortgage Lending
Education
University of Southern California 2005 — 2005
Ross Program in Real Estate Development
Northwestern University 1995 — 1999
Bachelor of Arts, Economics
Polytechnic School 1991 — 1995
Maureen Browne Hosting Class
Maureen Browne Hosting Class
Maureen Browne Hosting Class
Maureen Browne Hosting Class
LBA Realty September 2013 - Present
Deloitte September 2010 - September 2013
Cal National Bank April 2008 - April 2010
Solon Management, Inc. (McDonald's Restaurant) August 2003 - March 2008
Skills
Accounting, Microsoft Excel, Microsoft Word, US GAAP, Microsoft PowerPoint, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, PowerPoint, Internal Audit, Management, Finance, Financial Audits, Payroll, Human Resources
Education
Chapman University 2008 — 2010
Bachelor's degree, Accounting and Business/Management
U.S. Bank July 2015 - Present
U.S. Bank April 2010 - June 2015
Cal National Bank October 1999 - March 2010
Skills
Banking, Fixed Income, Finance, Portfolio Management, Analysis, Credit Analysis, Treasury Management, Cash Management, Financial Services, AML, Commercial Banking, Investments, Risk Management, Credit, Small Business Lending, Loans, Commercial Lending
Education
California State University-Northridge 1995 — 1998
Bachelor of Science, Finance
DALMEM Professional Services DBA D Man Notary January 2007 - Present
Farmers Insurance October 2006 - January 2008
Countrywide Full Spectrum Lending June 2005 - January 2007
Cal National Bank April 2000 - March 2005
Fidelity Federal Bank 1994 - 2000
Skills
Insurance, Banking, Real Estate, Investments, Loans, Notary Public, Compliance, Team Building, Operations Management, Microsoft Office, Employee Relations, Credit, Customer Service, Project Planning, Business Development, Financial Analysis, Strategic Financial..., Small Business Lending, Branch Banking, Budgets, Customer Satisfaction, Small Business, Process Scheduler, Recruiting, Credit Analysis, Sales Management, Risk Management, Consumer Lending, Program Management, Commercial Banking, Change Management, Outlook, Management, Retail Banking, Microsoft Excel, Mortgage Lending, Referrals, Financial Services, Sales, Commercial Lending, Marketing, Strategic Planning, Team Leadership, Retirement Planning, Foreclosures, Coaching, Leadership, Underwriting, FHA, Mortgage Banking
Education
University of Phoenix-Southern California Campus 1999 — 1999
Saddleback College
Wells Fargo Bank July 2008 - Present
Marni Lombardo Fitness June 2012 - Present
Cal National Bank January 2006 - June 2008
US Bank October 2001 - December 2005
Skills
Commercial Lending, Commercial Banking, Treasury Management, Commercial Real Estate, Financial Analysis, Underwriting, Middle Market, Portfolio Management, Asset Based Lending, Strategic Financial..., Investments, Small Business Lending, Credit Risk, Fitness, Wellness Coaching, Weight Loss Coaching, Loan Origination, Consumer Lending, Finance, Mortgage Lending, Financial Structuring, Mergers, Management
Education
University of San Diego 1988 — 1992
BBA, Finance
Ernst & Young August 2012 - Present
Sabal Financial Group May 2012 - August 2012
Sunwest Bank September 2010 - April 2012
Hjort & Oystein February 2010 - July 2010
Cal National Bank June 2008 - August 2008
Pacific Premier Bank June 2007 - August 2007
Real Estate Investment Trust June 2006 - August 2006
Skills
Underwriting, Real Estate, Loans, Portfolio Management, Valuation, Visual Basic, Microsoft Office, Excel, Notary Public, Microsoft Excel, Accounting, Credit, Financial Analysis, Credit Risk, Cash Flow, Finance, Strategy, PowerPoint, Analysis, Financial Modeling
Education
University of California, Berkeley (May 2010) 2006 — 2010
B.A, Economics
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Teradata March 2014 - Present
OneWest Bank July 2011 - January 2014
SunTrust Bank September 2008 - January 2011
GE Money Bank August 2007 - March 2008
Countrywide Mortgage February 2003 - July 2007
Countrywide - Full Spectrum Lending 2004 - March 2006
Countrywide Capital Markets February 2003 - July 2005
Countrywide Capital Markets 2003 - 2004
Cal National Bank September 1998 - February 2003
Fidelity Federal 1998 - 2003
Skills
Credit Risk, Process Improvement, Banking, Credit, Loans, Portfolio Management, Mortgage Lending, Risk Management, Credit Analysis, Commercial Lending, Financial Risk, Commercial Banking, Underwriting, Retail Banking, Financial Analysis, Operational Risk, Capital Markets, Fixed Income, Basel II, Financial Services, Structured Finance, Valuation, Derivatives, Finance, Executive Management, Due Diligence, Mortgage Banking, AML, Mergers & Acquisitions, Financial Reporting, Management, Operational Risk..., Internal Audit, Investment Banking, Enterprise Risk..., Investments, Analytics, Financial Modeling, Treasury Management, Loan Origination, Corporate Finance, Cash Management, Trading, Asset Management, Strategic Financial..., Credit Cards, Market Risk, Financial Structuring, Relationship Management, Financial Institutions
Education
UCLA Anderson School of Management 1999 — 2000
Executive Program
University of California, Los Angeles 1998 — 2000
US Bank May 2008 - Present
E.V.Free Fullerton 2006 - 2010
Cal National Bank April 2004 - June 2008
Skills
Notary Public, Consumer Lending, Loans, Mortgage Lending, Credit, Small Business Lending, Retail Banking, Outlook, Commercial Banking, Sales, Loan Origination, Commercial Lending, Real Estate, Team Building, Credit Analysis, Public Speaking, Underwriting, Financial Analysis, Leadership Development, Investments, Insurance, Microsoft Excel, Banking, Budgets, Lotus Notes, Microsoft Word, Payroll, Customer Service, Customer Satisfaction, Strategic Financial..., FHA, Cash Management, Eagle Scout 1989, Creative Problem Solving
Education
California State University-Fullerton 2003 — 2008
BS, Business Management
Fullerton College 1989 — 2004
Associates, Fine Art
Comerica Bank August 2010 - Present
Comerica Bank January 2007 - August 2010
City National Bank December 2005 - January 2007
Cal National Bank November 2002 - December 2005
Skills
Portfolio Management, Financial Services, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Banking, Credit, Management, Small Business Lending, Mortgage Lending, Retail Banking, Financial Analysis, Consumer Lending, Credit Risk, Underwriting, Investments, Customer Service, Insurance, Wealth Management, Wealth Management...
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Business Management
California State University-Northridge 2002 — 2007
Bachelor's, Business Management
Banc of California March 2015 - Present
Banc of California November 2014 - February 2015
Cal National Bank (now a part of U.S. Bank) May 2008 - May 2010
Advanced Bionics February 2008 - April 2008
Cal National Bank May 2001 - January 2008
People's Bank of California November 1997 - May 2001
Nossaman, Guthner, Knox & Elliot 1993 - 1997
Skills
Employee Relations, Human Resources, Recruiting, Employee Benefits, Deferred Compensation, Personnel Management, Talent Management, Training, Management, Leadership, Payroll, Onboarding, Talent Acquisition, Strategic Planning, Team Building, Budgets, Strategy, Program Management, SDLC, Project Management, Employment Law, Compensation, Benefits, Full-cycle Recruiting, Succession Planning, Benefits Administration, HRIS, Performance Management
Education
California State University-Fullerton - College of Business and Economics
Bachelor's Degree, Business Administration
U.S. Bank October 2009 - Present
Cal National Bank October 2003 - April 2010
Citi bank January 2002 - September 2003
Cal Fed Bank March 1998 - September 2002
Skills
Commercial Banking, Retail Banking, Small Business Lending, Consumer Lending, Loans, Banking
Education
University of Phoenix 1999 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General
Avery Products Corporation July 2015 - Present
Ava Technology, Inc. January 2014 - November 2014
Foundation Labs October 2010 - January 2012
Cal National Bank June 2006 - July 2009
Skills
Credit, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Team Building, Operations Management, Teamwork, Banking, Sales, Marketing, Management, Leadership, New Business Development, Strategic Planning
Education
Cal Poly Pomona 2009 — 2014
Working on Bachelors in, Intl Business & Marketing
Citrus College 2004 — 2007
Associates Degree, Natural Sciences
NJOY Electronic Cigarettes October 2014 - Present
Global Processing Systems, Inc. April 2013 - Present
CRAIC Technologies, Inc. October 2012 - April 2013
Head The Rest, LLC January 2011 - 2012
NationalLink ATM May 2009 - October 2011
Cal National Bank October 2008 - June 2010
US Navy August 2004 - August 2008
Skills
Banking, Management, Strategic Planning, Payment Card Processing, Risk Management, Electronic Cigarettes, ATM networks, New Business Development, Credit, Budgets, Branding & Identity, Business Strategy, SharePoint, Vaping, Sales, B2B, B2C, Vape, Strategy, Leadership, Payments, Business Development, Microsoft Office, Loans, Merchant Services, Credit Card Transaction..., Manufacturing, Photoshop, Microsoft CRM, Email Marketing, Apple, Adobe Creative Suite, Joomla, Magento, Web Hosting, Web Development, MySQL, Digital Photography, Image Processing, Spectroscopy, Raman Microscopy, Precision Engineering, Iso 9000, Quality Control, CRM, Atomizers, eLiquid, Market Analysis
Education
University of La Verne 2008 — 2012
BA, Business Administration
Pasadena City College 2003 — 2005
AA, Business Administration and Management, General
LBS Financial Credit Union September 2013 - Present
Cal National Bank 2008 - 2012
Kinecta Federal Credit Union / Hughes Aircraft Federal Credit Union December 1997 - November 2003
TRWFCU Redondo Beach, Ca. July 1995 - December 1997
Skills
Commercial Banking, Retail Banking, Commercial Lending, Credit, Loans, Banking, Collections Department,...
Education
El Camino College 1995 — 1999
Liberal Arts
Los Angeles Harbor College 1981 — 1983
Business Administration
Cal National Bank November 2007 - April 2013
First Mortgage Capital, Inc August 2005 - October 2007
Citibank March 2003 - August 2005
Cal Fed Bank October 2001 - March 2003
California Federal Bank 2001 - 2003
Wells Fargo April 2001 - October 2001
Skills
Commercial Banking, Retail Banking, Banking, Loans, Credit, Commercial Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Underwriting, Investments, Risk Management, Coaching, Customer Service, Cash Management, Financial Analysis, Loan Origination, Sales, Refinance, FHA, Consumer Lending, Lines Of Credit, Branch Banking
Education
California State University-Los Angeles 1998 — 2001
Bachelor of Science (BS), Business Administration and Accounting, General
Banc of California February 2012 - Present
Pacific Trust Bank February 2012 - November 2013
US Bank October 2010 - January 2012
Cal National Bank June 2009 - October 2010
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Retail Banking, Commercial Banking, Credit, Banking, Commercial Lending, Lines Of Credit, Mortgage Lending, Credit Analysis, Branch Banking, Loan Origination, Mortgage Banking
Education
University of Phoenix-Southern California Campus 2000 — 2002
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Los Angeles Valley College 1994 — 1997
Associate of Arts (A.A.), Business Administration and Management, General
F&M Bank May 2013 - April 2014
U.S. Bank October 2009 - April 2013
Cal National Bank January 2001 - October 2009
Bayport Mortgage Company January 1998 - January 2001
Skills
Enterprise Risk..., Real Estate, Loans, Credit, Portfolio Management, Workout, Commercial Finance, Commercial Lending, Investments, Credit Analysis, Asset Management, Real Estate Economics, Underwriting, Mortgage Lending, Commercial Real Estate, Mortgage Banking, Commercial Mortgages, Loan Origination
Education
Pacific Coast Banking School 2008 — 2010
Banking, Credit Risk Analysis, Bank Financial Analysis, Bank Sim, Leadership, Honor Student
University of California, Berkeley 1992 — 1996
B.A., Economics
Fidelity Investments June 2015 - Present
Bridge Bank December 2014 - June 2015
Community Bank December 2013 - August 2014
Community Bank July 2012 - December 2013
US Bank September 2008 - July 2012
Cal National Bank June 2006 - September 2008
Skills
Loans, Banking, Investments, Commercial Lending, Small Business Lending, Consumer Lending, Credit, Equity Trading, Technical Analysis, Mortgage Lending, Real Estate Financing, Customer Service, Financial Analysis, Branch Banking, Microsoft Excel, Commercial Banking, PowerPoint, Microsoft Office, Finance, Credit Analysis, Loan Origination
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2007
B.A., Finance
El Toro High School 1999 — 2003
SunPac, LLC April 2015 - Present
Boy Scouts of America, San Gabriel Valley Council 2014 - Present
Boston Private Bank & Trust Company September 2010 - April 2015
Premier Business Bank 2009 - 2010
Cal National Bank 2008 - 2009
Central Pacific Bank 2005 - 2008
Skills
Investments, Credit, Banking, Management, Mortgage Lending, Loans, Commercial Banking, Credit Risk, Wealth Management, Portfolio Management, Commercial Lending, Private Banking, Small Business Lending, Credit Analysis, High Net Worth..., Commercial Mortgages, Investment Properties, Financial Analysis, Family Office
Education
Pacific Coast Banking School 2013 — 2015
University of Hawaii at Manoa
Bachelor of Arts (BA), Economics
Logix Federal Credit Union January 2008 - Present
TruWest Credit Union 2007 - 2008
Cal National Bank 2006 - 2008
Skills
Training, Customer Service, Banking, Team Building, Loans, Leadership, Credit Unions, Credit, Consumer Lending, Coaching, Employee Training, Retail Banking, Microsoft Office, Financial Services, Workshop Facilitation, PowerPoint
Education
Phillips Graduate Institute 2015 — 2018
Doctor of Psychology (PsyD), Organizational Management and Consulting
Woodbury University
Bachelor of Arts (B.A.), Organizational Leadership
City National Bank December 2009 - Present
Elizabeth House May 2014 - Present
West Coast Anti-Money Laundering Forum January 2015 - Present
ACAMS Southern California Chapter 2009 - 2014
Cal National Bank May 2006 - December 2009
Pacific Capital Bancorp 1999 - 2005
Skills
AML, Banking, KYC, Risk Assessment, Sanctions Screening, Bank Secrecy Act, Due Diligence, Enterprise Risk..., CAMS, Financial Risk, OFAC, CIP, Risk Management, Operational Risk..., Operational Risk, Compliance, Public Speaking, Training, Commercial Banking, Loans, USA PATRIOT Act, Finance, Financial Services, Certified Anti-Money..., Retail Banking, Financial Institutions, Internet Banking, Fraud, Payments, Securities, Regulations, Anti Money Laundering
Education
Pacific Coast Banking School
Certificate - Bank Management/Finance/Leadership
Santa Barbara College of Law
JD
University of California, Santa Barbara
BA, Communication
DriveTime 2010 - 2011
First Financial Credit Union June 2007 - March 2010
Kaiser Federal Bank February 2006 - June 2007
Cal National Bank 2004 - 2006
First Republic Bank January 2004 - February 2005
Citi November 2002 - December 2003
Enterprise Rent-A-Car July 2000 - July 2002
Wells Fargo Bank June 1995 - June 2000
Skills
Banking, Loans, Branch Banking, Internal Audit, Business Development, Cross Selling, Bank Secrecy Act, Teamwork, Policy, Sales Management, USA PATRIOT Act, Research, Budgets, Consumer Lending, Call Centers, Retail Banking, Management, Loan Origination, Sales, Small Business Lending, Commercial Banking, Customer Service, Financial Services
Education
California State University-Dominguez Hills 1996 — 1999
BS, Business Administration
Santa Monica College 1992 — 1996
AA, Business Administration
Experience Unlimited Irvine Chapter 2012 - 2013
CommerceWest Bank September 2008 - June 2011
Cal National Bank 2006 - 2008
Del Mar Realty & Investments 2002 - 2006
U. S. Bank, formerly Southern California Bank, formerly National Bank of Southern California 1995 - 2002
Wells Fargo 1994 - 1995
Coldwell Banker Residential Brokerage 1991 - 1993
Huntington National Bank CA 1990 - 1991
Liberty National Bank 1988 - 1990
Security Pacific National Bank 1981 - 1988
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Commercial Mortgages, Asset Based Lending, Small Business Lending, Banking, Credit Analysis, Lines Of Credit, Underwriting, Real Estate, SBA, Cash Management, Portfolio Management, Mortgage Lending, Credit Risk, Financial Analysis, Commercial Real Estate, Risk Management, Marketing, Sales, Cash Flow, Small Business, Training, Loan Origination, Consumer Lending, Management, Business Development, Investment Properties, Relationship Management, Finance, Referrals, Refinance, Treasury Management, Construction Loans, Mortgage Banking, Investments, Real Estate Financing
Education
California State University-Los Angeles
B.S. Business Administration, Specialization in Finance
Banc of California June 2014 - Present
Cal National Bank April 2000 - June 2014
MCPSI Inc August 1991 - September 1997
Skills
Lines Of Credit, Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit, Banking, Retail Banking, Consumer Lending, Management, Credit Analysis, Branch Management, Commercial Mortgages, Branch Banking, Treasury Management, Cash Management, Loan Origination, AML, Credit Risk, Private Banking, Mortgage Banking, Underwriting, Risk Management, Financial Risk, Investments, Finance, Wealth Management, Financial Services, Home Equity Lines of..., Financial Analysis, Financial Institutions, Bank Secrecy Act, Construction Loans, Investment Banking, Strategic Financial..., Mortgage Lending, Asset Based Lending, Cross Selling, Portfolio Management, Asset Management, Credit Unions, SBA, Small Business, Cash Flow Lending, Loan Servicing, Corporate Finance, Core Banking, Retirement Planning, Relationship Management, Series 7
Education
Webster University 2007 — 2009
MBA, Business
California State Polytechnic University-Pomona 1988 — 1996
Operations Management, Production Facility Management w/emphasis in International Business
Medicine Man Marketing March 2006 - Present
Taproot Foundation 2009 - 2009
Countrywide Bank July 2007 - February 2008
S.USA Life Insurance Company, Inc. September 2006 - February 2007
Cal National Bank April 2003 - January 2006
California National Bank 2003 - 2006
California Federal Bank September 1998 - January 2003
Glendale Federal Bank January 1990 - September 1998
Skills
Marketing Communications, Copywriting, Marketing Strategy, Integrated Marketing, Brand Development, Advertising, CRM, Marketing, Competitive Analysis, Strategic Communications, Strategic Planning, Direct Marketing
Education
University of California, Berkeley 1974 — 1978
BA
Arvato Bertelsmann North America November 2014 - Present
Explorer Insurance February 2014 - November 2014
Castaic Union School District August 2010 - November 2014
Castaic Union School District October 2012 - February 2014
Princess Cruises on assignment from Sage Staffing November 2011 - July 2012
Cal National Bank February 2001 - May 2010
Ralphs Federal Credit Union January 1999 - February 2001
Target 1995 - 1999
Education
University of La Verne 2013 — 2015
Bachelor's degree, Business Administration, GPA 3.96
Los Angeles Mission College 1995 — 1999
Associate's degree, Interdisciplinary Studies, GPA 3.35
Pacific Premier Bank July 2014 - Present
Capri Consulting September 2000 - Present
Opus Bank August 2013 - July 2014
Opus Bank May 2012 - August 2013
Aurora Bank September 2009 - May 2012
iStar Financial 2004 - 2009
Fremont Investment and Loan 2004 - 2007
Cal National Bank 2001 - 2004
Los Angeles Junior Chamber of Commerce 1996 - 2001
Alliant Asset Management 1999 - 2000
Skills
Loans, Underwriting, Due Diligence, Valuation, Debt, Construction Loans, Leases, Equities, Real Estate Economics, Real Estate, Commercial Lending, Commercial Real Estate, Asset Managment, Mortgage Lending, Real Estate Development, Workout, Negotiation, Networking, Loan Modifications, Asset Management, Banking, Disposition, Finance, Investment Properties, Commercial Mortgages, Credit, Investments, Mergers & Acquisitions, Private Equity, Real Estate Financing, Property Management, Foreclosures, REO, Structured Finance, Residential Homes, Property, Investors, Real Estate Transactions, Loan Origination, Loan Servicing, Brokerage, Financial Structuring, Dispositions
Education
Loyola Marymount University, College of Business Administration 2001 — 2004
MBA, Management
University of Southern California - Marshall School of Business 1989 — 1992
Bachelor of Science, Business/Real Estate
University of Arizona, School of Architecture 1986 — 1988
Architecture
Fountain Valley High School 1982 — 1986
Gen Ed
Coram Specialty Infusion Services/CVS Company February 2013 - Present
Cal National Bank 2005 - 2010
First Federal Bank of California September 2003 - October 2005
Skills
Recruiting, Human Resources, Sourcing, Applicant Tracking..., College Recruiting, Employee Relations, Training, Internet Recruiting, Talent Management, Onboarding, Personnel Management, New Hire Orientations, Taleo, Management, Cold Calling, Temporary Placement, Leadership
Education
Cornell University
Employee Relations Certificate, Human Resources
Mercer University
Bachelor of Arts, Business Management
Clark Atlanta University 1997 — 1999
Business Administration
US Bank October 2009 - Present
Cal National Bank June 1998 - October 2009
Education
University of Phoenix 2000 — 2002
Farmers & Merchants Bank of Long Beach March 2014 - Present
U.S. Bank December 2008 - March 2014
Cal National Bank June 2004 - December 2008
Wells Fargo May 2001 - June 2004
Skills
Loans, Real Estate, Commercial Lending, Commercial Real Estate, Disposition, Asset Managment, Asset Management, REO, Residential Homes, Due Diligence, Real Estate Economics, Mortgage Lending, Construction Loans, Credit Analysis, Credit, Underwriting, Portfolio Management, Lines Of Credit, Asset, Commercial Banking, Commercial Mortgages, Loan Origination, Investments, Finance, Banking, Financial Structuring, Small Business Lending, Credit Risk, Treasury Management, Consumer Lending, Cash Management, Valuation, Real Estate Financing, Financial Services, Retail Banking, Asset Based Lending, Refinance, Relationship Management, Financial Analysis, Brokerage, Capital Markets, Financial Modeling, Financial Risk, Dispositions
Education
St. Mary's College of California 1997 — 1999
Bank of America August 2011 - November 2014
First Rate Financial Group April 2010 - August 2011
First Federal Bank July 2008 - December 2009
United Pacific Mortgage and Mandalay Mortgage February 2006 - July 2007
Metrocities Mortgage April 2003 - April 2005
Cal National Bank January 2000 - December 2001
GMAC RFC 1995 - 2000
Hawthorne Savings May 1993 - December 1994
Valley Federal Savings 1973 - 1992
Skills
Mortgage Banking, Loans, Loss Mitigation, Financial Risk, Mortgage Lending, Loan Servicing, Default, Residential Mortgages, Loan Origination, Management, Credit, Mortgage Servicing, Commercial Lending, Risk Management, Retail Banking, Refinance, Banking, FHA, Consumer Lending, Operational Risk..., Mortgage Underwriting, Credit Analysis, Underwriting, Portfolio Management, Finance, Commercial Mortgages, Cash Management, Credit Risk, Commercial Banking, Funding, Operational Risk, AML
Education
College of the Canyons 1981 — 1983
William H Taft Woodland Hills, CA 1966 — 1968
yes
Community Bank September 2009 - Present
Fiesta Development June 2007 - January 2010
Fiesta Development June 2006 - June 2007
Community Bank June 2004 - June 2006
Cal National Bank May 2000 - June 2004
Tokai Bank 1997 - 2000
Glendale Federal Bank 1994 - 1997
Skills
Loans, Commercial Lending, Real Estate, Commercial Mortgages, Real Estate Economics, Asset Based Lending, Credit, Finance, Real Estate Financing, Commercial Real Estate, Credit Analysis, Loan Origination, Underwriting, Small Business Lending, Portfolio Management, Banking, Mortgage Lending
Education
University of California, Los Angeles 1989 — 1994
B.A., Political Science / Business Administration
Pacific Coast Banking School 2011 — 2013
Kermit O. Hanson Award of Excellence, Honor Roll and Library
Country Villa Health Services February 2008 - Present
Country Villa Health Services September 2006 - February 2008
Cal National Bank April 2003 - September 2006
Indymac Bank June 2001 - April 2003
Indymac Bank November 2000 - June 2001
Skills
Employee Relations, Payroll, Payroll Taxes, Kronos, Ceridian, PeopleSoft, Microsoft Excel, Auditing, PowerPoint, Human Resources, Employee Benefits, Benefits Administration, Time Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Psychology
Kinecta Federal Credit Union September 2007 - Present
Metrocities Mortgage September 2003 - September 2007
Indymac Bank September 2002 - September 2003
Cal National Bank September 1997 - September 2002
Skills
Active Directory, Data Center, Disaster Recovery, Vendor Management, Banking, Business Continuity, Cisco Technologies, IT Management, VMware, SDLC, Virtualization, System Deployment, IT Operations, IT Strategy, Network Architecture, Risk Management
Education
University of Massachusetts Lowell
Electrical Engineering
IPC December 2007 - Present
Cal National Bank 2003 - 2007
Golden West Food 2000 - 2003
Skills
Employee Benefits
Education
California State University-Los Angeles
Valassis September 2007 - Present
Coffee Bean and Tea Leaf 2005 - 2007
Cal National Bank 2003 - 2005
Skills
Employee Relations, Performance Management, Talent Acquisition, Human Resources, Employee Benefits, Organizational..., Benefits Administration, Training, Management, Conflict Resolution, Onboarding, Talent Management
Education
San Diego State University-California State University 1997 — 2002
Bachelor of Arts (B.A.)
Bank of America December 2009 - Present
Robert Manufacturing November 2007 - December 2009
Cal National Bank November 2006 - November 2007
Bank of the West March 2004 - October 2006
Skills
Commercial Lending, Banking, Commercial Banking, Loans, Credit, Mergers & Acquisitions, Real Estate, Lines Of Credit, Mortgage Lending, Loan Origination, Small Business Lending, Portfolio Management, Treasury Management, Cash Management, Due Diligence, Credit Analysis, Consumer Lending, Commercial Mortgages
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2004
BA, Business Administration
The Aerospace Corporation August 2014 - Present
The Walt Disney Company April 2008 - December 2012
Plan Ahead Events October 2009 - September 2012
Patina Restaurant Group April 2006 - August 2007
Kandy Kiss of California March 2005 - February 2006
California Pizza Kitchen September 2002 - October 2003
Cal National Bank February 2000 - August 2002
RLR Advertising 1999 - 2000
Sagon-Phior 1994 - 1998
Skills
External Affairs, Community Outreach, Public Affairs, Event Management, Community Affairs, Public Relations, Community Engagement, Program Management, Employee Engagement, Leadership, Strategic Planning, Community Relations, Volunteer Management, Team Building, Project Management, Community Development, Building Relationships, Management, Nonprofits, Project Planning, Time Management, Marketing Communications, Social Networking, Public Speaking, Brand Awareness, Training, Teamwork, Corporate Events, Event Planning, Advertising, Corporate Social..., Corporate Citizenship, Organizational..., Philanthropy, Marketing, Marketing Strategy, Creative Strategy, Social Media, Personnel Management, Operations Management, Customer Service, Conflict Resolution, Budgets, Diversity
Education
California State University-Northridge
Bachelor of Arts
Village Christian School
Wells Fargo Home Mortgage May 2013 - Present
Wells Fargo December 2010 - April 2013
Cal National Bank September 2008 - June 2010
Skills
Retail Banking, Mortgage Banking, Loans, Loan Origination, Financial Analysis, Credit Analysis, Banking
Education
California State University-Northridge 2005 — 2010
Bachelor of Science (BS), Finance
Pacific Western Bank October 2011 - Present
City National Bank June 2006 - August 2011
Cal National Bank 2005 - 2006
Fremont Investment & Loan October 1996 - August 2004
Skills
Real Estate, Financial Structuring, Negotiation, Business Development, Commercial Real Estate, Real Estate Financing, Structured Finance
Education
The University of Kansas
B.S., Journalism / Advertising
Nexus IS June 2013 - Present
Bank of Santa Clarita July 2009 - November 2012
Valencia Lumber and Panel November 2007 - August 2008
JPS Surface Solutions June 2003 - July 2007
Cal National Bank May 1991 - November 2002
Skills
Banking, Credit, Accounting, Finance, Customer Satisfaction, Outlook, Customer Service, Process Improvement, Access
Education
Learning Tree University 2003 — 2004
Bookkeeping Certificate, Bookkeeping
Universidad Libre de Colombia 1980 — 1985
Business Administration, Business
Allstate March 2007 - Present
Cal National Bank May 1997 - December 2006
Skills
Insurance, Property & Casualty..., Term Life Insurance, Casualty, General Insurance, Commercial Lines, Customer Service, Leadership, Marketing, Legal Liability, Commercial Insurance, Coaching, Underwriting, Sales, Life Insurance, Strategic Financial..., Sales Management, Small Business, Health Insurance, Liability, Fixed Annuities, Strategic Planning, Team Building
Education
National University
MBA
University at Buffalo
BS, Mechanical Engineering
Advantage Sales & Marketing January 2015 - Present
Advantage Sales & Marketing December 2011 - January 2015
Advantage Sales & Marketing January 2010 - December 2011
Cal National Bank June 2008 - August 2008
Skills
Cash Management, Financial Analysis, Forecasting, Customer Service, Microsoft Excel, Financial Modeling, Microsoft Office, QuickBooks, Accounting, PowerPoint, V Lookups, Pivot Tables, Oracle, ADP Payroll, Navision, Time Management, Account Analysis, Notary
Education
California State University-Fullerton - College of Business and Economics 2005 — 2009
Business Finance, Financial Planning and Investments
Cypress High School 2001 — 2005
Jamison Services, Inc. October 2013 - June 2014
Kaiser Foundation Health Plan August 2005 - November 2011
Cal National Bank 2004 - 2005
Skills
Spanish, Korean, Insurance, Strategic Planning, Risk Management, Health Savings Accounts, Program Management, Brokers, Health Insurance, Budgets, Sales, Customer Service
Education
Woodbury University 2002 — 2003
MBA
Woodbury University 2000 — 2002
B.S.
University of Southern California 1997 — 1998
Consultant January 2013 - July 2014
PacTrust Bank December 2011 - January 2013
U.S. Bank October 2009 - December 2011
Cal National Bank June 1999 - October 2009
First Financial Group 1986 - 1990
Ticor Mtg Ins Company 1980 - 1984
Skills
Loans, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Commercial Banking, Credit, Data Analysis, Credit Risk, Construction Loans, Finance, Retail Banking, Mortgage Lending, Underwriting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Masters of Business Administration
iPayment, Inc. November 2013 - Present
Nora Barton, CPA July 2013 - November 2013
The Walt Disney Company March 2008 - July 2013
IHOP 2006 - 2008
Cal National Bank 1998 - 2006
Cal National Bank 1998 - 2006
Cal National Bank 1998 - 2006
Cal National Bank 1998 - 2006
Cal National Bank 1998 - 2006
Cal National Bank 1998 - 2006
Skills
Financial Reporting, Accounting, Tax, Sarbanes-Oxley Act, Financial Analysis, Tax Accounting, Corporate Tax, Public Speaking, Negotiation, US GAAP, CPA, Tax Preparation, GAAP, Income Tax, SEC filings, Tax Returns, Tax Research, Sarbanes-Oxley, Auditing, International Tax, Internal Controls, Cash Flow, Financial Accounting, Transfer Pricing, IFRS, Tax Advisory
Education
Golden Gate University 2010 — 2014
MBT, Taxation
University of Southern California 1986 — 1989
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
Union Bank March 2008 - Present
Cal National Bank 2006 - 2008
Wells Fargo 1990 - 1998
Education
University of Arizona, Eller College of Management
Bachelor of Science (BS), Operations Management
California Bank & Trust January 2013 - Present
City National Bank May 2008 - December 2012
Indymac Bank March 2002 - March 2008
Cal National Bank 1995 - 2002
Skills
Retail Banking, Loans, Consumer Lending, Credit, Commercial Banking, Underwriting, Banking, Commercial Lending, Team Building, Small Business Lending, Credit Analysis, Mortgage Lending, Coaching, Lines Of Credit, Cash Management, Mortgage Banking, Process Improvement, Customer Service, Branch Banking, Credit Risk, Loan Origination, Treasury Management, Portfolio Management, Risk Management, Bank Secrecy Act, Private Banking, Branch Management, Deposits, Credit Cards, Relationship Management, Core Banking, Operational Risk..., Banking Relationships, KYC, Operational Risk, Merchant Services, Financial Services
Education
California State University-Northridge 1990 — 1992
Miller Accountancy Corporation August 2013 - Present
LHS Accountancy May 2011 - August 2013
Miller Accountancy Corporation July 2010 - May 2011
Glendora Police Department November 2008 - May 2009
Los Angeles County Police September 2006 - November 2008
Cal National Bank November 2005 - September 2006
Skills
Payroll, Payroll Taxes, Bookkeeping, Account Reconciliation, Accounting, Accounts Receivable, Accounts Payable, QuickBooks, Creative Solutions..., Attention to detail, Microsoft Office, Computer Maintenance, Computer Repair
Education
Rio Hondo College 2006 — 2007
Associate of Science (A.S.), Administration of Justice
Sirius Computer Solutions December 2013 - Present
PCM October 2010 - December 2013
Westfield June 2008 - October 2010
CPI Solutions October 2007 - July 2008
Global CTI Group May 2006 - October 2007
Vector Resources July 2004 - May 2006
Cal National Bank December 2002 - July 2004
Cisco February 2001 - April 2002
Skills
SQL, Networking, VMware, Active Directory, Cisco Technologies, Cloud Computing, Data Center, Integration, VoIP, Windows Server, jQuery, Storage, Unix, Servers, Virtualization, Disaster Recovery, Network Security, Vendor Management, Security
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts (B.A.), Economics
Cal National Bank April 2007 - March 2009
Skills
Excel, PowerPoint, Outlook, Financial Analysis, Word, Microsoft Office, Investments, Customer Relations, Banking
Education
University of California, Los Angeles 1996 — 2001
BA, Economics
Starr Air Conditioning 1997 - Present
Cal National Bank 1996 - 1997
Financial Network Investment Corporation, Member SIPC 1994 - 1996
Education
California State University-Fullerton 1990 — 1992
Bachelor, Financial Management
Cypress College 1988 — 1990
AA, Business
Bank of the West March 2011 - Present
U.S. Bank October 2009 - March 2011
Cal National Bank April 2003 - October 2009
Citi January 1989 - November 2003
Skills
Loans, Small Business Lending, Commercial Banking, Credit, Relationship Management, Consumer Lending, Commercial Lending, Banking, Mortgage Lending, Business Partnership, Loan Origination, Lines Of Credit, Portfolio Management, Refinance, Branch Management, Cash Management, Deposits, Financial Services, Strategic Partnerships, Team Mentoring
Education
California State University-Long Beach
Finance, General
Southern Wine & Spirits June 2014 - Present
US Bank December 2013 - Present
US Bank May 2010 - December 2013
Cal National Bank October 2009 - May 2010
Vans May 2007 - January 2010
Skills
Finance, Marketing, Marketing Strategy, Sales, Retail Sales, Cash Management, Budgets, Microsoft Excel, Consumer Lending, Commercial Banking, Banking
Education
University of La Verne 2011 — 2014
Bachelor of Science (BS), Business Administration and Concentration in Marketing
Mt. San Antonio College 2007 — 2010
Associate of Science (AS), English Language and Literature, General
Clark Wealth Management November 2011 - Present
Fullerton Community Bank/Business Community Capital October 2005 - November 2011
IFMG Securities Inc February 2003 - October 2005
Cal National Bank January 2000 - February 2003
Skills
Finance, Banking, Investments, Portfolio Management, Retail Banking, Cross Selling, Underwriting, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Strategic Financial..., Retirement, Series 63, Asset Allocation, Financial Advisory, Microsoft Excel, Investment Strategies, Securities, Customer Service, Fixed Annuities, Uniform Combined State..., Asset Management, Wealth, Fixed Income, Equities, Team Building, Microsoft Office, Loans, Credit, Bonds, Series 65, High Net Worth..., IRAs, Wealth Accumulation, ETFs, Income Protection, 401k Rollovers, Saving for Education, 401k, FINRA, 529 Plans, Pensions, Series 6, Investment Management, Personal Financial..., Series 24, Variable Annuities, Alternative Investments
Education
California State University-Long Beach 1997 — 2002
US Bank June 2009 - Present
Cal National Bank June 2006 - December 2009
Pino Real Estate, Inc July 1995 - June 2006
Santa Barbara County Assessor Office November 1994 - June 1995
Southern California Savings June 1992 - October 1994
Adams and Associates October 1985 - June 1992
Skills
Certified General Real..., Certified General Real..., Commercial Real Estate, Real Estate, Appraisals, Valuation
Education
San Diego State University-California State University 1985 — 1987
BS, Business Administation - Finance