California Bank & Trust
Description
California Bank & Trust is a full-service bank specializing in business banking and headquartered in San Diego, California. Headquarters: California, United States Parent organization: Zions Bancorporation Total assets: 11 billion USD (2014) Founded: 1998 Number of employees: 1,700 (2012) Key person: David E Blackford
California Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at California Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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California Bank & Trust Employees
Employee
Years
Job
Industry
Tanner Bishop Tanner Bishop's California Bank & Trust Experience May 2008 - August 2008
Job Vice President at Royal Covers / Royal Solar of Arizona
Industry Construction
Experience
Royal Covers / Royal Solar of Arizona December 2011 - Present
Royal Covers of Arizona May 2009 - December 2011
California Bank & Trust May 2008 - August 2008
Skills
Sales, Strategic Planning, Commercial Lending, Loans, Real Estate Economics, Microsoft Office, Credit Analysis, Commercial Banking, Real Estate Financing, Credit, Underwriting, Portfolio Management, Real Estate, Microsoft Excel, Banking, Small Business Lending, Financial Reporting, Finance, Marketing, Public Speaking, Customer Service, Leadership, Management, Contract Negotiation, Financial Analysis, New Business Development, Team Building
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Business, Finance, Summa Cum Laude
Valley Christian High School 2004 — 2005
Royal Covers / Royal Solar of Arizona December 2011 - Present
Royal Covers of Arizona May 2009 - December 2011
California Bank & Trust May 2008 - August 2008
Skills
Sales, Strategic Planning, Commercial Lending, Loans, Real Estate Economics, Microsoft Office, Credit Analysis, Commercial Banking, Real Estate Financing, Credit, Underwriting, Portfolio Management, Real Estate, Microsoft Excel, Banking, Small Business Lending, Financial Reporting, Finance, Marketing, Public Speaking, Customer Service, Leadership, Management, Contract Negotiation, Financial Analysis, New Business Development, Team Building
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Business, Finance, Summa Cum Laude
Valley Christian High School 2004 — 2005
Monica Daubney Monica Daubney's California Bank & Trust Experience January 2013 - Present
Job License Vocational Nurse
Industry Hospital & Health Care
Experience
Career Care March 2014 - Present
California Bank & Trust January 2013 - Present
California Bank & Trust May 2007 - December 2012
Washington Mutual Bank March 1999 - March 2006
Education
Career Care Institute 2014 — 2015
License Vocational Nurse, Medicine
Career Care March 2014 - Present
California Bank & Trust January 2013 - Present
California Bank & Trust May 2007 - December 2012
Washington Mutual Bank March 1999 - March 2006
Education
Career Care Institute 2014 — 2015
License Vocational Nurse, Medicine
Debbie Kuhns Debbie Kuhns's California Bank & Trust Experience January 2003 - August 2005
Job Community Impact Associate
Industry Nonprofit Organization Management
Experience
Valley of the Sun United Way July 2015 - Present
Steinmart August 2011 - June 2015
Farm to School/AZ January 2014 - May 2014
MCG Architecture August 2005 - June 2008
California Bank & Trust January 2003 - August 2005
Skills
Environmental Awareness, Research, Sustainability, Microsoft Office, Sustainable Development, Microsoft Excel, PowerPoint, Environmental Policy, Public Speaking, Microsoft Word, Event Planning, Community Outreach, Leadership, Customer Service, Nonprofits
Education
Arizona State University 2009 — 2014
Bachelor's Degree, Sustainability Minor in Justice, 3.90
Scottsdale Community College 2009 — 2011
transferred to ASU
Valley of the Sun United Way July 2015 - Present
Steinmart August 2011 - June 2015
Farm to School/AZ January 2014 - May 2014
MCG Architecture August 2005 - June 2008
California Bank & Trust January 2003 - August 2005
Skills
Environmental Awareness, Research, Sustainability, Microsoft Office, Sustainable Development, Microsoft Excel, PowerPoint, Environmental Policy, Public Speaking, Microsoft Word, Event Planning, Community Outreach, Leadership, Customer Service, Nonprofits
Education
Arizona State University 2009 — 2014
Bachelor's Degree, Sustainability Minor in Justice, 3.90
Scottsdale Community College 2009 — 2011
transferred to ASU
Michelle Rapaport Michelle Rapaport's California Bank & Trust Experience 2014 - Present
Job Art Director Graphic Designer, Marketing Communications
Industry Graphic Design
Experience
California Bank & Trust 2014 - Present
Rapaport Design Studio 1995 - Present
Quantech Services, Inc. January 2012 - May 2012
Prudential Real Estate Affiliates, Inc. 1992 - 1995
The Home Depot 1988 - 1991
Disneyland Resort 1985 - 1988
Skills
Graphic Design, Advertising, Print Production Process, Art, Business Cards, Logo Design, Billboards, Vehicle Graphics, Brochures, Graphics, Banners, Fetch, Invitations, InDesign, Stationery, Photoshop, Illustrator, QuarkXPress, MS Office, Pre-press Experience, Project Management, Proofing, ProPresenter, WordPress, Social Media, Microsoft Office
Education
California State University-Long Beach
Graphic Design
Cypress College
Art/Graphic Design
California Bank & Trust 2014 - Present
Rapaport Design Studio 1995 - Present
Quantech Services, Inc. January 2012 - May 2012
Prudential Real Estate Affiliates, Inc. 1992 - 1995
The Home Depot 1988 - 1991
Disneyland Resort 1985 - 1988
Skills
Graphic Design, Advertising, Print Production Process, Art, Business Cards, Logo Design, Billboards, Vehicle Graphics, Brochures, Graphics, Banners, Fetch, Invitations, InDesign, Stationery, Photoshop, Illustrator, QuarkXPress, MS Office, Pre-press Experience, Project Management, Proofing, ProPresenter, WordPress, Social Media, Microsoft Office
Education
California State University-Long Beach
Graphic Design
Cypress College
Art/Graphic Design
Tyler Migdat Tyler Migdat's California Bank & Trust Experience June 2008 - October 2008
Job Student
Industry Financial Services
Experience
Peak Capital Partners August 2014 - October 2014
James Lee Sorenson Global Impact Investing Center October 2013 - August 2014
Linsalata Capital Partners December 2013 - April 2014
HELP International January 2013 - April 2013
Vittana Foundation August 2012 - December 2012
HomeFront Pest Control April 2012 - August 2012
Dow hydraulic Systems August 2010 - January 2011
California Bank & Trust June 2008 - October 2008
Skills
Leadership, Management, Entrepreneurship, Venture Capital, Financial Analysis, Strategy, Investment Banking, Financial Modeling, Due Diligence, Business Strategy, Social Impact, Marketing, Finance, Economics, Start-ups
Education
Brigham Young University
Peak Capital Partners August 2014 - October 2014
James Lee Sorenson Global Impact Investing Center October 2013 - August 2014
Linsalata Capital Partners December 2013 - April 2014
HELP International January 2013 - April 2013
Vittana Foundation August 2012 - December 2012
HomeFront Pest Control April 2012 - August 2012
Dow hydraulic Systems August 2010 - January 2011
California Bank & Trust June 2008 - October 2008
Skills
Leadership, Management, Entrepreneurship, Venture Capital, Financial Analysis, Strategy, Investment Banking, Financial Modeling, Due Diligence, Business Strategy, Social Impact, Marketing, Finance, Economics, Start-ups
Education
Brigham Young University
Nathaniel Burns Nathaniel Burns's California Bank & Trust Experience June 2005 - July 2007
Job Executive Director of Credit Union Affairs at Patelco Credit Union
Industry Financial Services
Experience
Patelco Credit Union January 2015 - Present
Patelco Credit Union July 2008 - January 2015
Patelco Credit Union July 2007 - July 2008
California Bank & Trust June 2005 - July 2007
JPMorgan Chase April 2003 - April 2005
Frost & Sullivan January 2002 - January 2003
Enterprise Rent-A-Car January 2000 - January 2002
Skills
Marketing, Management, Human Resources, Portfolio Management, Business Development, Banking, Retail Banking, Retail, Training, Leadership, Cross-functional Team..., Executive Management, Loans, Salesforce.com, Financial Services, Investments, Mortgage Lending, Sales, Leadership Development, Team Building, Strategic Planning, Credit, Legislative Affairs
Education
Western CUNA Management School 2009 — 2011
Baylor University
Bachelor of Business Administration (BBA), Marketing/International Business
Patelco Credit Union January 2015 - Present
Patelco Credit Union July 2008 - January 2015
Patelco Credit Union July 2007 - July 2008
California Bank & Trust June 2005 - July 2007
JPMorgan Chase April 2003 - April 2005
Frost & Sullivan January 2002 - January 2003
Enterprise Rent-A-Car January 2000 - January 2002
Skills
Marketing, Management, Human Resources, Portfolio Management, Business Development, Banking, Retail Banking, Retail, Training, Leadership, Cross-functional Team..., Executive Management, Loans, Salesforce.com, Financial Services, Investments, Mortgage Lending, Sales, Leadership Development, Team Building, Strategic Planning, Credit, Legislative Affairs
Education
Western CUNA Management School 2009 — 2011
Baylor University
Bachelor of Business Administration (BBA), Marketing/International Business
Noel Ibanez Noel Ibanez's California Bank & Trust Experience April 2011 - October 2013
Job Banker at California Coast Credit Union
Industry Banking
Experience
California Coast Credit Union February 2015 - Present
The Disney Store August 2014 - Present
California Bank & Trust April 2011 - October 2013
San Diego County Credit Union July 2004 - October 2010
Marriott International September 1997 - June 2004
Tomatoes Plus June 1994 - July 1997
Walt Disney Co. Disneyland May 1991 - September 1993
Skills
Customer Service, Microsoft Office, Retail, Sales, Microsoft Excel, Microsoft Word, Merchandising, PowerPoint, Inventory Management, Leadership, Call Centers, Social Media, Strategic Planning, Team Building
Education
Alliant International University-San Diego Scripps Ranch 1990 — 1996
Bachelor of Applied Science (B.A.Sc.), Tourism and Travel Services Management
Samuel Morse High School - San Diego 1987 — 1990
Diploma, General Studies
California Coast Credit Union February 2015 - Present
The Disney Store August 2014 - Present
California Bank & Trust April 2011 - October 2013
San Diego County Credit Union July 2004 - October 2010
Marriott International September 1997 - June 2004
Tomatoes Plus June 1994 - July 1997
Walt Disney Co. Disneyland May 1991 - September 1993
Skills
Customer Service, Microsoft Office, Retail, Sales, Microsoft Excel, Microsoft Word, Merchandising, PowerPoint, Inventory Management, Leadership, Call Centers, Social Media, Strategic Planning, Team Building
Education
Alliant International University-San Diego Scripps Ranch 1990 — 1996
Bachelor of Applied Science (B.A.Sc.), Tourism and Travel Services Management
Samuel Morse High School - San Diego 1987 — 1990
Diploma, General Studies
Andrew Lara Andrew Lara's California Bank & Trust Experience May 2015 - Present
Job Customer Service Representative II at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2015 - Present
State Farm July 2014 - Present
Chase Bank August 2009 - July 2014
Sears Holdings Corporation August 2007 - July 2009
Skills
Retail Banking, Banking, Loans, Credit, Cross Selling, Small Business Lending, Consumer Lending, Deposits, Lines Of Credit, Commercial Banking, Loan Origination, Commercial Lending, Customer Service, Microsoft Office, Sales, Microsoft Excel, Microsoft Word, PowerPoint
Education
California State University-Dominguez Hills 2014 — 2016
Bachelor of Business Administration (BBA), Human Resources Management and Services
Saddleback College
Associate of Science (AS), Business Administration and Management, General
California Bank & Trust May 2015 - Present
State Farm July 2014 - Present
Chase Bank August 2009 - July 2014
Sears Holdings Corporation August 2007 - July 2009
Skills
Retail Banking, Banking, Loans, Credit, Cross Selling, Small Business Lending, Consumer Lending, Deposits, Lines Of Credit, Commercial Banking, Loan Origination, Commercial Lending, Customer Service, Microsoft Office, Sales, Microsoft Excel, Microsoft Word, PowerPoint
Education
California State University-Dominguez Hills 2014 — 2016
Bachelor of Business Administration (BBA), Human Resources Management and Services
Saddleback College
Associate of Science (AS), Business Administration and Management, General
Eileen Blaga's California Bank & Trust Experience July 2011 - June 2014
Job Senior Branch Manager / Vice President at First Bank
Industry Banking
Experience
First Bank June 2014 - Present
California Bank & Trust July 2011 - June 2014
BBVA Compass formerly Guaranty Bank January 2005 - January 2011
Guaranty Bank formerly Hemet Federal Savings January 1998 - January 2005
Great Western Bank January 1983 - January 1997
Skills
Leadership, Customer Service, Financial Risk, Business Development, Energy, Organization, Office Management, Problem Solving, Microsoft Word, Commercial Lending, Sales, Training, Coaching, Commercial Banking, Loan Origination, Portfolio Management, Team Building, Small Business, Loans, Management, Strategic Planning, Banking
Education
Anaheim High School
High School Diploma
Cal State Fullerton
Mathematics
First Bank June 2014 - Present
California Bank & Trust July 2011 - June 2014
BBVA Compass formerly Guaranty Bank January 2005 - January 2011
Guaranty Bank formerly Hemet Federal Savings January 1998 - January 2005
Great Western Bank January 1983 - January 1997
Skills
Leadership, Customer Service, Financial Risk, Business Development, Energy, Organization, Office Management, Problem Solving, Microsoft Word, Commercial Lending, Sales, Training, Coaching, Commercial Banking, Loan Origination, Portfolio Management, Team Building, Small Business, Loans, Management, Strategic Planning, Banking
Education
Anaheim High School
High School Diploma
Cal State Fullerton
Mathematics
Roger Nigg Roger Nigg's California Bank & Trust Experience December 2010 - May 2011
Job MS Access Developer at Gap Inc./Old Navy
Industry Computer Software
Experience
Gap Inc./Old Navy June 2015 - Present
Dish Network September 2014 - June 2015
Southern California Edison June 2013 - August 2014
Promontory Financial Group November 2012 - January 2013
Hospital Corporation of America September 2012 - October 2012
Newmont Mining Corporation November 2011 - March 2012
California Bank & Trust December 2010 - May 2011
United Domestic Workers December 2002 - November 2009
Skills
Microsoft SQL Server, T-SQL, Access, SQL, Databases, VBA, Reporting & Analysis
Education
California State University-Chico
Bachelor of Science, Accounting
Gap Inc./Old Navy June 2015 - Present
Dish Network September 2014 - June 2015
Southern California Edison June 2013 - August 2014
Promontory Financial Group November 2012 - January 2013
Hospital Corporation of America September 2012 - October 2012
Newmont Mining Corporation November 2011 - March 2012
California Bank & Trust December 2010 - May 2011
United Domestic Workers December 2002 - November 2009
Skills
Microsoft SQL Server, T-SQL, Access, SQL, Databases, VBA, Reporting & Analysis
Education
California State University-Chico
Bachelor of Science, Accounting
Alma McFarland Alma McFarland's California Bank & Trust Experience April 1995 - April 1999
Job Business Systems AnalystStudent Accounts at California State University San Marcos
Industry Higher Education
Experience
California State University San Marcos July 2014 - Present
Cal State San Marcos April 1999 - Present
California Bank & Trust April 1995 - April 1999
Wells Fargo November 1989 - February 1994
Skills
Financial Accounting, QuickBooks, Microsoft Excel, Accounts Receivable, Tax, Tax Preparation, Customer Service, General Ledger, Accounting, Financial Reporting, Bookkeeping, PeopleSoft, Accounts Payable, Invoicing, Account Reconciliation, Higher Education, Microsoft Office, Analysis, Leadership, Microsoft Word
Education
California State University-San Marcos 2011 — 2017
Bachelor's degree, Business Administration and Management, General
Palomar College 1995 — 1997
California State University San Marcos July 2014 - Present
Cal State San Marcos April 1999 - Present
California Bank & Trust April 1995 - April 1999
Wells Fargo November 1989 - February 1994
Skills
Financial Accounting, QuickBooks, Microsoft Excel, Accounts Receivable, Tax, Tax Preparation, Customer Service, General Ledger, Accounting, Financial Reporting, Bookkeeping, PeopleSoft, Accounts Payable, Invoicing, Account Reconciliation, Higher Education, Microsoft Office, Analysis, Leadership, Microsoft Word
Education
California State University-San Marcos 2011 — 2017
Bachelor's degree, Business Administration and Management, General
Palomar College 1995 — 1997
Dawna Southworth Dawna Southworth's California Bank & Trust Experience July 2012 - March 2015
Job Credit Analyst
Industry Banking
Experience
California Bank & Trust July 2012 - March 2015
Zions First National Bank April 2008 - July 2012
BYU-Idaho Admissions Office September 2005 - April 2008
Marvin Windows and Doors May 2007 - August 2007
Skills
Moody’s Risk Analyst, Buker's Taxanalysis, Salesforce.com, Microsoft Excel, Microsoft Word, Microsoft Office, Credit Analysis, Analysis
Education
Brigham Young University - Idaho 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
California Bank & Trust July 2012 - March 2015
Zions First National Bank April 2008 - July 2012
BYU-Idaho Admissions Office September 2005 - April 2008
Marvin Windows and Doors May 2007 - August 2007
Skills
Moody’s Risk Analyst, Buker's Taxanalysis, Salesforce.com, Microsoft Excel, Microsoft Word, Microsoft Office, Credit Analysis, Analysis
Education
Brigham Young University - Idaho 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Maneli Mirbahaeddin Maneli Mirbahaeddin's California Bank & Trust Experience November 2013 - May 2014
Job Banking Center Manager II at Comerica Bank
Industry Banking
Experience
Comerica Bank June 2014 - Present
California Bank & Trust November 2013 - May 2014
Comerica Bank March 2011 - November 2013
Comerica Bank August 2009 - March 2011
Comerica Bank February 2007 - August 2009
Skills
Commercial Banking, Small Business Lending, Loans, Retail Banking, Banking, Commercial Lending, Sales Management, Lines Of Credit, Consumer Lending, Branch Management, Credit, Mortgage Lending, Cross Selling, Loan Origination, Credit Analysis, Mortgage Banking, Treasury Management, Private Banking, Portfolio Management, Relationship Management, Underwriting
Education
California State University-Fullerton 2006 — 2008
Business Administration/ Finance
Comerica Bank June 2014 - Present
California Bank & Trust November 2013 - May 2014
Comerica Bank March 2011 - November 2013
Comerica Bank August 2009 - March 2011
Comerica Bank February 2007 - August 2009
Skills
Commercial Banking, Small Business Lending, Loans, Retail Banking, Banking, Commercial Lending, Sales Management, Lines Of Credit, Consumer Lending, Branch Management, Credit, Mortgage Lending, Cross Selling, Loan Origination, Credit Analysis, Mortgage Banking, Treasury Management, Private Banking, Portfolio Management, Relationship Management, Underwriting
Education
California State University-Fullerton 2006 — 2008
Business Administration/ Finance
Roger Sutton's California Bank & Trust Experience June 2013 - Present
Job Sr. Commercial Credit Analyst at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 2013 - Present
Conforums August 2002 - Present
Port of Long Beach May 2012 - June 2013
California State University, Long Beach Economics Department August 2011 - May 2012
Abercrombie & Fitch October 2007 - May 2010
Skills
Economic Forecasting, Econometrics, Regression Analysis, Economics, Research, Microsoft Excel, Stata, Eviews, Customer Service, Mathematical Modeling, Access, SAS, Data Analysis, Monetary Policy, Microsoft Office, Economic Research, International Trade, Financial Analysis, Management, Policy, Analysis, Market Research, Finance
Education
California State University-Long Beach 2011 — 2013
Masters Degree, Economics
California State University-Long Beach 2001 — 2007
Bachelors Degree, Mathematical Economics
California Bank & Trust June 2013 - Present
Conforums August 2002 - Present
Port of Long Beach May 2012 - June 2013
California State University, Long Beach Economics Department August 2011 - May 2012
Abercrombie & Fitch October 2007 - May 2010
Skills
Economic Forecasting, Econometrics, Regression Analysis, Economics, Research, Microsoft Excel, Stata, Eviews, Customer Service, Mathematical Modeling, Access, SAS, Data Analysis, Monetary Policy, Microsoft Office, Economic Research, International Trade, Financial Analysis, Management, Policy, Analysis, Market Research, Finance
Education
California State University-Long Beach 2011 — 2013
Masters Degree, Economics
California State University-Long Beach 2001 — 2007
Bachelors Degree, Mathematical Economics
Steve Pihl Steve Pihl's California Bank & Trust Experience October 2000 - October 2001
Job EVP at California United Bank
Industry Banking
Experience
California United Bank August 2012 - Present
Premier Commercial Bank November 2001 - July 2012
California Bank & Trust October 2000 - October 2001
Citizens Business Bank October 1999 - September 2000
Orange National Bank January 1990 - September 1999
Sunwest Bank May 1984 - May 1989
Skills
Commercial Banking, SBA, Credit, Small Business Lending, Financial Analysis, Banking, Mergers & Acquisitions, Loans, Commercial Lending, Business Development, Structured Finance, Portfolio Management, Underwriting, Team Building, Commercial Mortgages, Credit Analysis, Asset Based Lending, Treasury Management, Lines Of Credit, Finance, Commercial Real Estate, Cash Management
Education
Pacific Coast Banking School 1995 — 1997
Graduate, Sr. Banking Program
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
California United Bank August 2012 - Present
Premier Commercial Bank November 2001 - July 2012
California Bank & Trust October 2000 - October 2001
Citizens Business Bank October 1999 - September 2000
Orange National Bank January 1990 - September 1999
Sunwest Bank May 1984 - May 1989
Skills
Commercial Banking, SBA, Credit, Small Business Lending, Financial Analysis, Banking, Mergers & Acquisitions, Loans, Commercial Lending, Business Development, Structured Finance, Portfolio Management, Underwriting, Team Building, Commercial Mortgages, Credit Analysis, Asset Based Lending, Treasury Management, Lines Of Credit, Finance, Commercial Real Estate, Cash Management
Education
Pacific Coast Banking School 1995 — 1997
Graduate, Sr. Banking Program
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Brandon Ralph Brandon Ralph's California Bank & Trust Experience March 2010 - Present
Job Commercial Banking Officer at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2010 - Present
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
University of Southern California - Marshall School of Business 2012 — 2015
Graduate Certificate in Financial Analysis and Valuation
Arizona State University, W. P. Carey School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
California Bank & Trust March 2010 - Present
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
University of Southern California - Marshall School of Business 2012 — 2015
Graduate Certificate in Financial Analysis and Valuation
Arizona State University, W. P. Carey School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Brandon Tanizawa's California Bank & Trust Experience June 2004 - August 2004
Job Software Quality Assurance Engineer at KYOCERA Document Solutions America, Inc.
Industry Computer & Network Security
Experience
KYOCERA Document Solutions America, Inc. April 2015 - Present
Genesys March 2014 - April 2015
Geek Squad February 2009 - February 2014
Best Buy October 2004 - February 2009
California Bank & Trust June 2004 - August 2004
Skills
Active Directory, Computer Repair, Computer Hardware, Troubleshooting, Laptops, XP, Windows, Windows Server, Windows XP, Windows 7, OS X, HTML, Technical Support, Software Installation, Hardware, Microsoft Office, Customer Service, Sales, Salesforce.com
Education
California State University-East Bay 2012 — 2014
Bachelor of Science (B.S.), Information Technology Management
KYOCERA Document Solutions America, Inc. April 2015 - Present
Genesys March 2014 - April 2015
Geek Squad February 2009 - February 2014
Best Buy October 2004 - February 2009
California Bank & Trust June 2004 - August 2004
Skills
Active Directory, Computer Repair, Computer Hardware, Troubleshooting, Laptops, XP, Windows, Windows Server, Windows XP, Windows 7, OS X, HTML, Technical Support, Software Installation, Hardware, Microsoft Office, Customer Service, Sales, Salesforce.com
Education
California State University-East Bay 2012 — 2014
Bachelor of Science (B.S.), Information Technology Management
Brett Dammann Brett Dammann's California Bank & Trust Experience 1998 - 2000
Job Market Growth & Development Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2005 - Present
U.S. Trust Company 2000 - 2005
California Bank & Trust 1998 - 2000
Wells Fargo Private Bank 1989 - 1998
Skills
Wealth Management, Investments, Investment Strategies, Financial Services, Securities, Series 63, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Management, Series 7, Investment Advisory, Mutual Funds, Private Banking, Strategic Financial..., Wealth Management..., High Net Worth..., Retirement Planning, Wealth
Education
Arizona State University 1984 — 1988
B.S., Journalism & Public Relations
Wells Fargo Private Bank May 2005 - Present
U.S. Trust Company 2000 - 2005
California Bank & Trust 1998 - 2000
Wells Fargo Private Bank 1989 - 1998
Skills
Wealth Management, Investments, Investment Strategies, Financial Services, Securities, Series 63, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Management, Series 7, Investment Advisory, Mutual Funds, Private Banking, Strategic Financial..., Wealth Management..., High Net Worth..., Retirement Planning, Wealth
Education
Arizona State University 1984 — 1988
B.S., Journalism & Public Relations
Allan Paranada's California Bank & Trust Experience May 2000 - September 2002
Job Portfolio Relationship Manager
Industry Banking
Experience
Torrey Pines Bank December 2013 - Present
Vibra Bank July 2011 - December 2013
First Citizens Bank / Temecula Valley Bank May 2009 - June 2011
First Republic Bank April 2007 - April 2009
Temecula Valley Bank August 2006 - April 2007
Jon Allan Group / Midtown Realty Group September 2002 - August 2006
California Bank & Trust May 2000 - September 2002
Wells Fargo Bank November 1999 - May 2000
Union Bank of California January 1998 - November 1999
Wells Resource Mortgage Services March 1996 - November 1997
Skills
Credit Risk, Mortgage Lending, Real Estate, Construction Loans, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Finance, Credit, Loans, Credit Analysis, Commercial Banking, Small Business, Human Resources, Underwriting, Analysis, Auditing, Policy, Employee Benefits
Education
California State Polytechnic University-Pomona 1990 — 1993
Bachelor of Science, Finance, Real Estate, Law
Southwestern Community College 1989 — 1990
Associate Degree, General Studies
Torrey Pines Bank December 2013 - Present
Vibra Bank July 2011 - December 2013
First Citizens Bank / Temecula Valley Bank May 2009 - June 2011
First Republic Bank April 2007 - April 2009
Temecula Valley Bank August 2006 - April 2007
Jon Allan Group / Midtown Realty Group September 2002 - August 2006
California Bank & Trust May 2000 - September 2002
Wells Fargo Bank November 1999 - May 2000
Union Bank of California January 1998 - November 1999
Wells Resource Mortgage Services March 1996 - November 1997
Skills
Credit Risk, Mortgage Lending, Real Estate, Construction Loans, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Finance, Credit, Loans, Credit Analysis, Commercial Banking, Small Business, Human Resources, Underwriting, Analysis, Auditing, Policy, Employee Benefits
Education
California State Polytechnic University-Pomona 1990 — 1993
Bachelor of Science, Finance, Real Estate, Law
Southwestern Community College 1989 — 1990
Associate Degree, General Studies
Eric S. Miller, MBA Eric S. Miller, MBA's California Bank & Trust Experience 2001 - 2005
Job V.P. Relationship Manager in Corporate Banking at EastWest Bank
Industry Banking
Experience
Community Bank January 2012 - March 2014
State Bank of India August 2010 - January 2012
Los Angeles National Bank March 2010 - August 2010
Promerica Bank October 2007 - April 2010
Pacific Mercantile Bank 2006 - 2007
Banco Popular North America 2005 - 2006
California Bank & Trust 2001 - 2005
Citibank 1999 - 2001
Bank of America 1997 - 1999
Skills
Commercial Banking, Real Estate, Loans, Underwriting, Credit, Debt, Commercial Mortgages, Cash Management, Banking, Portfolio Management, Small Business Lending, Negotiation, Restructuring, Small Business, Financial Modeling, Due Diligence, Commercial Lending, Asset Management, Sales Management, Accounting, Lines Of Credit, Loan Structuring, Asset Managment, Finance, Asset Based Lending, Mergers & Acquisitions, Investments, Funding, Real Estate Financing, SBA, Commercial Real Estate, Mortgage Lending, Cash Flow, Loan Origination, Credit Risk, Real Estate Economics, Financial Risk, Mortgage Banking, Refinance
Education
California State University-Dominguez Hills 2009 — 2010
Bachelor's degree
Pacific Coast Banking School 2005 — 2008
Masters of Banking
Loyola Marymount University 2002 — 2004
MBA
University of Southern California 1989 — 1991
Bachelor of Science (BS)
Community Bank January 2012 - March 2014
State Bank of India August 2010 - January 2012
Los Angeles National Bank March 2010 - August 2010
Promerica Bank October 2007 - April 2010
Pacific Mercantile Bank 2006 - 2007
Banco Popular North America 2005 - 2006
California Bank & Trust 2001 - 2005
Citibank 1999 - 2001
Bank of America 1997 - 1999
Skills
Commercial Banking, Real Estate, Loans, Underwriting, Credit, Debt, Commercial Mortgages, Cash Management, Banking, Portfolio Management, Small Business Lending, Negotiation, Restructuring, Small Business, Financial Modeling, Due Diligence, Commercial Lending, Asset Management, Sales Management, Accounting, Lines Of Credit, Loan Structuring, Asset Managment, Finance, Asset Based Lending, Mergers & Acquisitions, Investments, Funding, Real Estate Financing, SBA, Commercial Real Estate, Mortgage Lending, Cash Flow, Loan Origination, Credit Risk, Real Estate Economics, Financial Risk, Mortgage Banking, Refinance
Education
California State University-Dominguez Hills 2009 — 2010
Bachelor's degree
Pacific Coast Banking School 2005 — 2008
Masters of Banking
Loyola Marymount University 2002 — 2004
MBA
University of Southern California 1989 — 1991
Bachelor of Science (BS)
Alexander Jize Alexander Jize's California Bank & Trust Experience November 2011 - May 2012
Job Investment Associate at Marcus & Millichap
Industry Financial Services
Experience
Marcus & Millichap January 2014 - Present
CBRE May 2012 - October 2013
California Bank & Trust November 2011 - May 2012
Wells Fargo Bank February 2008 - April 2010
St. Ephrem Young Adult Club January 2007 - August 2009
Self-Employed 2005 - 2006
Skills
Financial Analysis, Commercial Real Estate, Microsoft Excel, Market Research, Marketing, Customer Service, Investments, Analysis, Sales, Banking, Real Estate, Finance, Financial Modeling, Leases, Valuation, Leadership, Public Speaking, Underwriting, Portfolio Management
Education
California State University-Chico 2009 — 2011
Bachelors of Science Degree; Associates in Arts, Business Administration May 2011 Finance Option
Marcus & Millichap January 2014 - Present
CBRE May 2012 - October 2013
California Bank & Trust November 2011 - May 2012
Wells Fargo Bank February 2008 - April 2010
St. Ephrem Young Adult Club January 2007 - August 2009
Self-Employed 2005 - 2006
Skills
Financial Analysis, Commercial Real Estate, Microsoft Excel, Market Research, Marketing, Customer Service, Investments, Analysis, Sales, Banking, Real Estate, Finance, Financial Modeling, Leases, Valuation, Leadership, Public Speaking, Underwriting, Portfolio Management
Education
California State University-Chico 2009 — 2011
Bachelors of Science Degree; Associates in Arts, Business Administration May 2011 Finance Option
Kristen M. Holihan Kristen M. Holihan's California Bank & Trust Experience September 2014 - Present
Job Vice President/Relationship Banking Officer
Industry Banking
Experience
California Bank & Trust September 2014 - Present
Roseville Chamber of Commerce January 2014 - Present
River City Bank January 2009 - September 2014
River City Bank January 2009 - April 2011
TruGreen LandCare October 2007 - December 2008
Mortgage Wholesale for Fremont Investment and Loan/EquiFirst Corp 2005 - 2008
American Heart Association June 2000 - 2005
Westamerica Bank May 2000 - October 2000
Bank of America 1990 - 2000
Skills
Loans, Portfolio Management, Banking, Mortgage Lending, Real Estate, Sales, Management, Business Development, Leadership, Finance, Strategic Planning, Sales Management, Budgets, Training, Investments, Commercial Lending, Small Business Lending, Small Business
Education
California State University-Fresno 1989 — 1993
Bachelor of Science, Business Administration, Marketing
California Bank & Trust September 2014 - Present
Roseville Chamber of Commerce January 2014 - Present
River City Bank January 2009 - September 2014
River City Bank January 2009 - April 2011
TruGreen LandCare October 2007 - December 2008
Mortgage Wholesale for Fremont Investment and Loan/EquiFirst Corp 2005 - 2008
American Heart Association June 2000 - 2005
Westamerica Bank May 2000 - October 2000
Bank of America 1990 - 2000
Skills
Loans, Portfolio Management, Banking, Mortgage Lending, Real Estate, Sales, Management, Business Development, Leadership, Finance, Strategic Planning, Sales Management, Budgets, Training, Investments, Commercial Lending, Small Business Lending, Small Business
Education
California State University-Fresno 1989 — 1993
Bachelor of Science, Business Administration, Marketing
Cecilia Wright's California Bank & Trust Experience March 2008 - Present
Job Marketing Professional at California Bank & Trust
Industry Marketing and Advertising
Experience
California Bank & Trust March 2008 - Present
TMP Directional Marketing; TMP Worldwide November 1999 - March 2008
DRB Partners August 1998 - August 1999
Elkins Retail Advertising September 1997 - June 1998
Education
San Jose State University 1995 — 1998
Bachelor of Science (BS)
California State University-Chico 1993 — 1994
Bachelor's degree
California Bank & Trust March 2008 - Present
TMP Directional Marketing; TMP Worldwide November 1999 - March 2008
DRB Partners August 1998 - August 1999
Elkins Retail Advertising September 1997 - June 1998
Education
San Jose State University 1995 — 1998
Bachelor of Science (BS)
California State University-Chico 1993 — 1994
Bachelor's degree
Michael Permenter Michael Permenter's California Bank & Trust Experience February 2006 - Present
Job Managing Director at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 2006 - Present
California Bank & Trust August 1998 - February 2006
Bank One, NA June 1983 - August 1998
Education
Texas Tech University 1979 — 1981
Master of Business Administration (M.B.A.), Concentration in Finance
Abilene Christian University 1971 — 1975
Bachelor's Degree, Business and Liberal Arts
California Bank & Trust February 2006 - Present
California Bank & Trust August 1998 - February 2006
Bank One, NA June 1983 - August 1998
Education
Texas Tech University 1979 — 1981
Master of Business Administration (M.B.A.), Concentration in Finance
Abilene Christian University 1971 — 1975
Bachelor's Degree, Business and Liberal Arts
Bob Perdue Bob Perdue's California Bank & Trust Experience 2010 - 2014
Job Director, Commercial Real Estate at KW Commercial
Industry Commercial Real Estate
Experience
KW Commercial 2014 - Present
California Bank & Trust 2010 - 2014
Affinity Bank 2004 - 2009
Titus Properties, LLC. 1997 - 2004
George Elkins Mortgage Banking 1994 - 1997
Bank of the West 1987 - 1994
Skills
Commercial Real Estate, Loan Origination, Real Estate, Loans, Underwriting, Construction Loans, Sales, Portfolio Management, Commercial Lending, New Business Development, Budgets, Negotiation, Management, Foreclosures, Finance, REO, Mortgage Lending, Credit Analysis, Credit, Banking, Real Estate Development, Investors, Mortgage Marketing, Commercial Mortgages, Forecasting, Executive Management, Real Estate Financing, Small Business Lending, Real Estate Economics
Education
California State University-Fullerton 1975 — 1980
Bachelor Degree, Business Administration
Mortgage Bankers Association
School of Real Estate Finance
KW Commercial 2014 - Present
California Bank & Trust 2010 - 2014
Affinity Bank 2004 - 2009
Titus Properties, LLC. 1997 - 2004
George Elkins Mortgage Banking 1994 - 1997
Bank of the West 1987 - 1994
Skills
Commercial Real Estate, Loan Origination, Real Estate, Loans, Underwriting, Construction Loans, Sales, Portfolio Management, Commercial Lending, New Business Development, Budgets, Negotiation, Management, Foreclosures, Finance, REO, Mortgage Lending, Credit Analysis, Credit, Banking, Real Estate Development, Investors, Mortgage Marketing, Commercial Mortgages, Forecasting, Executive Management, Real Estate Financing, Small Business Lending, Real Estate Economics
Education
California State University-Fullerton 1975 — 1980
Bachelor Degree, Business Administration
Mortgage Bankers Association
School of Real Estate Finance
Johannes Casados Johannes Casados's California Bank & Trust Experience May 1999 - April 2002
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Wells Fargo March 2010 - February 2013
Wells Fargo November 2006 - March 2010
Wells Fargo April 2005 - November 2006
Wells Fargo September 2004 - April 2005
Reunion Mortgage February 2003 - August 2004
Reunion Mortgage June 2002 - February 2003
California Bank & Trust May 1999 - April 2002
Skills
Data Analysis, Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Loans, Management, Business Development, Loan Servicing, Banking, Finance, Commercial Mortgages, Strategic Planning, Analytics
Education
University of San Francisco 2012 — 2014
Master of Business Administration (MBA), International Finance
California State University-East Bay 2008 — 2009
Bachelor of Science (BS), Finance, General
Wells Fargo February 2013 - Present
Wells Fargo March 2010 - February 2013
Wells Fargo November 2006 - March 2010
Wells Fargo April 2005 - November 2006
Wells Fargo September 2004 - April 2005
Reunion Mortgage February 2003 - August 2004
Reunion Mortgage June 2002 - February 2003
California Bank & Trust May 1999 - April 2002
Skills
Data Analysis, Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Loans, Management, Business Development, Loan Servicing, Banking, Finance, Commercial Mortgages, Strategic Planning, Analytics
Education
University of San Francisco 2012 — 2014
Master of Business Administration (MBA), International Finance
California State University-East Bay 2008 — 2009
Bachelor of Science (BS), Finance, General
Aleyda Ortiz Aleyda Ortiz's California Bank & Trust Experience October 2012 - January 2013
Job Property Accountant at Lincoln Property Company
Industry Accounting
Experience
Lincoln Property Company March 2013 - Present
Milane Lane Estates January 2011 - Present
California Bank & Trust October 2012 - January 2013
BBVA Bancomer January 1997 - January 2002
Skills
Word, Excel, Quickbooks, Access, PowerPoint, Outlook, Oracle, Yardi, Invoicing, Microsoft Excel, QuickBooks
Education
California State University San Marcos 2009 — 2012
Bachelor of Science (B.S.), Accounting
Lincoln Property Company March 2013 - Present
Milane Lane Estates January 2011 - Present
California Bank & Trust October 2012 - January 2013
BBVA Bancomer January 1997 - January 2002
Skills
Word, Excel, Quickbooks, Access, PowerPoint, Outlook, Oracle, Yardi, Invoicing, Microsoft Excel, QuickBooks
Education
California State University San Marcos 2009 — 2012
Bachelor of Science (B.S.), Accounting
Behnaz Jenab, MBA's California Bank & Trust Experience July 2014 - Present
Job Loan Specialist
Industry Financial Services
Experience
California Bank & Trust July 2014 - Present
Education
California State Polytechnic University-Pomona 2009 — 2013
MBA, Finance
Allameh Tabatabai University 2003 — 2007
Bachelor of Arts (B.A.), Business Management
California Bank & Trust July 2014 - Present
Education
California State Polytechnic University-Pomona 2009 — 2013
MBA, Finance
Allameh Tabatabai University 2003 — 2007
Bachelor of Arts (B.A.), Business Management
Norio Iwase Norio Iwase's California Bank & Trust Experience January 1995 - Present
Job VP & Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 1995 - Present
Education
California State University-Fresno
California Bank & Trust January 1995 - Present
Education
California State University-Fresno
Adam R. Mortanian, MBA Adam R. Mortanian, MBA's California Bank & Trust Experience June 2011 - April 2012
Job Business Development Officer West Coast Business Banking Wells Fargo
Industry Banking
Experience
Wells Fargo November 2014 - Present
Umpqua Bank June 2012 - October 2014
California Bank & Trust June 2011 - April 2012
Bank of America May 2010 - June 2011
Adnik Asset Management July 2008 - March 2010
Nutting & Jorgensen, LLP September 2005 - July 2008
Skills
Credit, Banking, Commercial Banking, Finance, Commercial Lending, Entrepreneurship, Loans, Relationship Management, Lines Of Credit, Goal Oriented, Leadership, Start-ups, Portfolio Management, Corporate Finance, New Business Development, Financial Analysis, Asset Management, Strategic Leadership, Underwriting, Analysis, Business Relationship..., Real Estate Financing
Education
Sid Craig School of Business - California State University, Fresno 2011 — 2012
Master's of Business Administration, Finance
California State University-Fresno 2007 — 2010
BS, Business Administration-Entrepreneurship
Wells Fargo November 2014 - Present
Umpqua Bank June 2012 - October 2014
California Bank & Trust June 2011 - April 2012
Bank of America May 2010 - June 2011
Adnik Asset Management July 2008 - March 2010
Nutting & Jorgensen, LLP September 2005 - July 2008
Skills
Credit, Banking, Commercial Banking, Finance, Commercial Lending, Entrepreneurship, Loans, Relationship Management, Lines Of Credit, Goal Oriented, Leadership, Start-ups, Portfolio Management, Corporate Finance, New Business Development, Financial Analysis, Asset Management, Strategic Leadership, Underwriting, Analysis, Business Relationship..., Real Estate Financing
Education
Sid Craig School of Business - California State University, Fresno 2011 — 2012
Master's of Business Administration, Finance
California State University-Fresno 2007 — 2010
BS, Business Administration-Entrepreneurship
Doug Reichman Doug Reichman's California Bank & Trust Experience April 2013 - May 2015
Job Vice President Foreign Exchange Relationship Manager at Umpqua Bank
Industry Banking
Experience
Umpqua Bank May 2015 - Present
California Bank & Trust April 2013 - May 2015
California Bank & Trust June 2007 - March 2013
GPS Capital Markets, Inc. April 2002 - May 2004
Wells Fargo December 1997 - April 2002
Skills
Risk Management, Foreign Exchange, Financial Risk, Banking, Salesforce.com, Forwards, Treasury Management, Management, Structured Products, SWIFT payments, Microsoft Office, Reuters Eikon, Bloomberg Software, Spot, Currency Swaps, Vanilla Options, Spot Systems, Forward Contracts, Mysis Opics, FSS Spectrum, Sales, Sales Management, Public Speaking, Presentations, Sales Presentations, FX Hedging, Foreign Currency, Payments, Customer Demos, FAS 133, FAS 52, Multi-currency, Technical Analysis, Fundamental Analysis, Technical Product Sales, Structured Finance, FX Options, FX Swaps, FX trading, Financial Analysis, Cash Management, Logistics, Credit, Investments, FX Trading, Credit Analysis, Commercial Lending, Portfolio Management
Education
University of Utah 1991 — 1995
Bachelor's Degree, Major Spanish Language and Literature Minor Economics
Arizona State University 1987 — 1988
Umpqua Bank May 2015 - Present
California Bank & Trust April 2013 - May 2015
California Bank & Trust June 2007 - March 2013
GPS Capital Markets, Inc. April 2002 - May 2004
Wells Fargo December 1997 - April 2002
Skills
Risk Management, Foreign Exchange, Financial Risk, Banking, Salesforce.com, Forwards, Treasury Management, Management, Structured Products, SWIFT payments, Microsoft Office, Reuters Eikon, Bloomberg Software, Spot, Currency Swaps, Vanilla Options, Spot Systems, Forward Contracts, Mysis Opics, FSS Spectrum, Sales, Sales Management, Public Speaking, Presentations, Sales Presentations, FX Hedging, Foreign Currency, Payments, Customer Demos, FAS 133, FAS 52, Multi-currency, Technical Analysis, Fundamental Analysis, Technical Product Sales, Structured Finance, FX Options, FX Swaps, FX trading, Financial Analysis, Cash Management, Logistics, Credit, Investments, FX Trading, Credit Analysis, Commercial Lending, Portfolio Management
Education
University of Utah 1991 — 1995
Bachelor's Degree, Major Spanish Language and Literature Minor Economics
Arizona State University 1987 — 1988
Mike Kormos, MBA Mike Kormos, MBA's California Bank & Trust Experience 2002 - 2004
Job Wealth Management
Industry Investment Management
Experience
AIG February 2012 - Present
Bank Insurance and Securities Association - BISA 1991 - Present
Financial Partners Credit Union 2010 - 2011
Altura Credit Union 2004 - 2010
California Bank & Trust 2002 - 2004
JPMorgan Chase 1996 - 2001
Wells Fargo Bank 1991 - 1995
Union Bank 1988 - 1991
Morgan Stanley 1985 - 1988
Skills
Sales Management, Compensation, Forecasting, Strategic Planning, Account Management, New Business Development, Business Planning, Team Building, P&L, Market Planning, Coaching, Direct Sales, Product Development, Sales Process, Key Account Management, Talent Management, Wealth Management, Mentoring, Budgeting, Executive Management, Financial Planning, Insurance, Series 7, Team Leadership, Public Speaking, Retirement Planning, Financial Management, Change Management, Problem Solving, Annuities, Financial Services
Education
Decker Communications Public Speaking University 1993 — 1993
Graduate, Public Speaking
Pepperdine University 1988 — 1990
The George L. Graziadio School of Business and Management, MBA
California State University-Fullerton 1979 — 1984
BA, Finance
FUHS
AIG February 2012 - Present
Bank Insurance and Securities Association - BISA 1991 - Present
Financial Partners Credit Union 2010 - 2011
Altura Credit Union 2004 - 2010
California Bank & Trust 2002 - 2004
JPMorgan Chase 1996 - 2001
Wells Fargo Bank 1991 - 1995
Union Bank 1988 - 1991
Morgan Stanley 1985 - 1988
Skills
Sales Management, Compensation, Forecasting, Strategic Planning, Account Management, New Business Development, Business Planning, Team Building, P&L, Market Planning, Coaching, Direct Sales, Product Development, Sales Process, Key Account Management, Talent Management, Wealth Management, Mentoring, Budgeting, Executive Management, Financial Planning, Insurance, Series 7, Team Leadership, Public Speaking, Retirement Planning, Financial Management, Change Management, Problem Solving, Annuities, Financial Services
Education
Decker Communications Public Speaking University 1993 — 1993
Graduate, Public Speaking
Pepperdine University 1988 — 1990
The George L. Graziadio School of Business and Management, MBA
California State University-Fullerton 1979 — 1984
BA, Finance
FUHS
Nozomi Ogihara's California Bank & Trust Experience April 1998 - June 2000
Job
Industry Retail
Experience
For your eyes only optometry August 2003 - Present
Sephora September 2000 - June 2003
California Bank & Trust April 1998 - June 2000
Education
California State University-Fresno 1994 — 1996
Bachelor's degree, Graphic Design
For your eyes only optometry August 2003 - Present
Sephora September 2000 - June 2003
California Bank & Trust April 1998 - June 2000
Education
California State University-Fresno 1994 — 1996
Bachelor's degree, Graphic Design
Scot Proud Scot Proud's California Bank & Trust Experience 2004 - 2007
Job Vice President Branch Manager San Clemente F&M Bank of Long Beach
Industry Banking
Experience
F&M Bank March 2007 - Present
F&M Bank of Long Beach March 2007 - Present
California Bank & Trust 2004 - 2007
Commercial Banking Regional Manager January 2001 - December 2003
Skills
Loans, Commercial Lending, Cross Selling, Lines Of Credit, Commercial Mortgages, Consumer Lending, Small Business Lending, Credit, Commercial Banking, Cash Management, Underwriting, Mortgage Lending, Loan Origination, Mortgage Banking, Credit Analysis, Banking, Customer Service, Strategic Planning
Education
California State Polytechnic University-Pomona 1977 — 1979
BS, Kinesiology
California State Polytechnic University-Pomona
BS, Kinesiology
F&M Bank March 2007 - Present
F&M Bank of Long Beach March 2007 - Present
California Bank & Trust 2004 - 2007
Commercial Banking Regional Manager January 2001 - December 2003
Skills
Loans, Commercial Lending, Cross Selling, Lines Of Credit, Commercial Mortgages, Consumer Lending, Small Business Lending, Credit, Commercial Banking, Cash Management, Underwriting, Mortgage Lending, Loan Origination, Mortgage Banking, Credit Analysis, Banking, Customer Service, Strategic Planning
Education
California State Polytechnic University-Pomona 1977 — 1979
BS, Kinesiology
California State Polytechnic University-Pomona
BS, Kinesiology
Robert Hanger Robert Hanger's California Bank & Trust Experience March 2011 - August 2012
Job Managing Director Corporate Finance Division at Opus Bank
Industry Executive Office
Experience
Opus Bank April 2013 - Present
Linked Consulting Group - LCG Argyros October 2012 - March 2013
California Bank & Trust March 2011 - August 2012
Northern Trust, NA September 2001 - February 2011
Northern Trust, NA March 2006 - December 2006
Northern Trust Bank of California N.A., Los Angeles, CA August 2003 - March 2006
Northern Trust Bank of California N.A., Los Angeles, CA October 2001 - August 2003
Dale E. Hanger, CPA June 1998 - September 2001
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Strategic Planning, Budgets, Loans, Private Banking, Commercial Real Estate, Management, Forecasting, Business Development, Team Building, Business Strategy, Investments, Non-profits, Strategic Consulting, Cash Flow, Automotive, Nonprofits, Financial Budgeting, Manufacturing, Construction, Management Accounting, Medical Devices, Strategic Business..., Private Equity, Cash Flow Management, Managerial Accounting, Industrial Manufacturing, Automotive Industry, Automotive Aftermarket, Wholesale & Retail..., M&A support, Leveraged Buyouts, Mergers & Acquisitions
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2014
Master of Business Administration (MBA), Executive MBA - Emphasis in Corporate Finance
University of California, Los Angeles 2007 — 2008
Certificate, Financial Planning
California State University-Long Beach
Bachelor of Science, Business Finance
Opus Bank April 2013 - Present
Linked Consulting Group - LCG Argyros October 2012 - March 2013
California Bank & Trust March 2011 - August 2012
Northern Trust, NA September 2001 - February 2011
Northern Trust, NA March 2006 - December 2006
Northern Trust Bank of California N.A., Los Angeles, CA August 2003 - March 2006
Northern Trust Bank of California N.A., Los Angeles, CA October 2001 - August 2003
Dale E. Hanger, CPA June 1998 - September 2001
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Strategic Planning, Budgets, Loans, Private Banking, Commercial Real Estate, Management, Forecasting, Business Development, Team Building, Business Strategy, Investments, Non-profits, Strategic Consulting, Cash Flow, Automotive, Nonprofits, Financial Budgeting, Manufacturing, Construction, Management Accounting, Medical Devices, Strategic Business..., Private Equity, Cash Flow Management, Managerial Accounting, Industrial Manufacturing, Automotive Industry, Automotive Aftermarket, Wholesale & Retail..., M&A support, Leveraged Buyouts, Mergers & Acquisitions
Education
Chapman University, The George L. Argyros School of Business and Economics 2012 — 2014
Master of Business Administration (MBA), Executive MBA - Emphasis in Corporate Finance
University of California, Los Angeles 2007 — 2008
Certificate, Financial Planning
California State University-Long Beach
Bachelor of Science, Business Finance
Dina Collins Dina Collins's California Bank & Trust Experience October 2011 - Present
Job Vice President / RBO II
Industry Financial Services
Experience
California Bank & Trust October 2011 - Present
Skills
Management, Leadership, Customer Service, Team Building, Credit, Banking, Finance, Loan Origination
Education
California State University-Bakersfield 2002 — 2004
English, English
California Bank & Trust October 2011 - Present
Skills
Management, Leadership, Customer Service, Team Building, Credit, Banking, Finance, Loan Origination
Education
California State University-Bakersfield 2002 — 2004
English, English
Christopher Dewhurst Christopher Dewhurst's California Bank & Trust Experience October 2013 - April 2015
Job Sr. Relationship Manager at Community Bank
Industry Banking
Experience
Community Bank April 2015 - Present
California Bank & Trust October 2013 - April 2015
California Bank & Trust June 2012 - September 2013
California Bank & Trust July 2009 - June 2012
California Bank & Trust July 1997 - June 2009
Skills
Commercial Real Estate, Commercial Lending, Asset Based Lending, SBA, Wealth Management, Mortgage Lending, Business Development, Financial Analysis, Business Advisory, Real Estate Investor, Mountaineering, Tennis, Golf, Depository Services, International Banking..., Cash Management, Commercial Mortgages, Small Business Lending, Loans, Mergers & Acquisitions, Commercial Banking, Banking, Letters of Credit, Middle Market, Trade Finance, Structured Finance, Portfolio Management, Credit Analysis, Treasury Management, Branch Management, Credit
Education
Pacific Coast Banking School - University of Washington 2010 — 2012
Graduate level Banking Program, Banking, Leadership & Management
California State University-Fullerton 1987 — 1997
BS, Business-Corporate Finance
Community Bank April 2015 - Present
California Bank & Trust October 2013 - April 2015
California Bank & Trust June 2012 - September 2013
California Bank & Trust July 2009 - June 2012
California Bank & Trust July 1997 - June 2009
Skills
Commercial Real Estate, Commercial Lending, Asset Based Lending, SBA, Wealth Management, Mortgage Lending, Business Development, Financial Analysis, Business Advisory, Real Estate Investor, Mountaineering, Tennis, Golf, Depository Services, International Banking..., Cash Management, Commercial Mortgages, Small Business Lending, Loans, Mergers & Acquisitions, Commercial Banking, Banking, Letters of Credit, Middle Market, Trade Finance, Structured Finance, Portfolio Management, Credit Analysis, Treasury Management, Branch Management, Credit
Education
Pacific Coast Banking School - University of Washington 2010 — 2012
Graduate level Banking Program, Banking, Leadership & Management
California State University-Fullerton 1987 — 1997
BS, Business-Corporate Finance
Sergio Alfonso Sergio Alfonso's California Bank & Trust Experience May 2002 - Present
Job SVP Commercial Banking Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2002 - Present
Key Essentials, Inc. 2000 - 2002
Eldorado Bank 1996 - 2000
National Bank of Southern California 1989 - 1996
Pacific Inland Bank 1988 - 1989
Skills
Commercial Lending, Commercial Banking, Commercial Banking..., Small Business Lending, Loans, Portfolio Management, Trade Finance, Banking, Lines Of Credit, Structured Finance, Middle Market, Finance, Credit Analysis, Credit, Consumer Lending, Cash Management, Financial Analysis, Underwriting
Education
California State University-Fullerton 1985 — 1988
BA, Business Administration/Finance
California Bank & Trust May 2002 - Present
Key Essentials, Inc. 2000 - 2002
Eldorado Bank 1996 - 2000
National Bank of Southern California 1989 - 1996
Pacific Inland Bank 1988 - 1989
Skills
Commercial Lending, Commercial Banking, Commercial Banking..., Small Business Lending, Loans, Portfolio Management, Trade Finance, Banking, Lines Of Credit, Structured Finance, Middle Market, Finance, Credit Analysis, Credit, Consumer Lending, Cash Management, Financial Analysis, Underwriting
Education
California State University-Fullerton 1985 — 1988
BA, Business Administration/Finance
Anthony Vu's California Bank & Trust Experience July 2006 - May 2008
Job Assistant Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities May 2013 - Present
MetLife April 2011 - May 2013
J & N Financial Group, Inc. September 2009 - April 2011
Union Bank September 2008 - March 2011
California Bank & Trust July 2006 - May 2008
Bank of America August 2003 - July 2006
Skills
Mutual Funds, Retirement Planning, Investments, Variable Annuities, Wealth Management, Insurance, Strategic Financial..., Series 63, Series 6, Retirement, Series 7, Financial Services, Territory Management, Sales, Fixed Annuities, Asset Allocation, Prospecting, Client Education, Financial Planning, Alternative Investments, Life Insurance, Securities, Banking, 401k, Relationship Management, Investment Strategies, Risk Management, Finance, Tax, Training
Education
UCI 2011 — 2013
Financial Planning and Services
California State University-Fullerton 2004 — 2008
BA, Business Administration - Finance
Realty Capital Securities May 2013 - Present
MetLife April 2011 - May 2013
J & N Financial Group, Inc. September 2009 - April 2011
Union Bank September 2008 - March 2011
California Bank & Trust July 2006 - May 2008
Bank of America August 2003 - July 2006
Skills
Mutual Funds, Retirement Planning, Investments, Variable Annuities, Wealth Management, Insurance, Strategic Financial..., Series 63, Series 6, Retirement, Series 7, Financial Services, Territory Management, Sales, Fixed Annuities, Asset Allocation, Prospecting, Client Education, Financial Planning, Alternative Investments, Life Insurance, Securities, Banking, 401k, Relationship Management, Investment Strategies, Risk Management, Finance, Tax, Training
Education
UCI 2011 — 2013
Financial Planning and Services
California State University-Fullerton 2004 — 2008
BA, Business Administration - Finance
JEANETTE MCADOO JEANETTE MCADOO's California Bank & Trust Experience April 2007 - Present
Job Assistant Vice President & Customer Service Manager
Industry Banking
Experience
California Bank & Trust April 2007 - Present
Skills
Lines Of Credit, Credit, Banking, Commercial Banking, Commercial Lending
Education
Southern New Hampshire University
MBA
Bethune-Cookman University
BACHELOR OF SCIENCE, BUSINESS
Daytona Beach Community College
California Bank & Trust April 2007 - Present
Skills
Lines Of Credit, Credit, Banking, Commercial Banking, Commercial Lending
Education
Southern New Hampshire University
MBA
Bethune-Cookman University
BACHELOR OF SCIENCE, BUSINESS
Daytona Beach Community College
Andrew Hulse Andrew Hulse's California Bank & Trust Experience May 2006 - Present
Job Senior Relationship Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2006 - Present
Bank of America August 1994 - May 2006
Education
Cal State San Marcos 2002 — 2006
BS
California Bank & Trust May 2006 - Present
Bank of America August 1994 - May 2006
Education
Cal State San Marcos 2002 — 2006
BS
Carlo Succi Carlo Succi's California Bank & Trust Experience June 1990 - December 2000
Job VetraceuticalsNutritional Supplements for Dog and Cats
Industry Retail
Experience
Vetraceuticals Nutritional Health Supplements March 2011 - Present
Palomar College October 1985 - Present
California Bank & Trust June 1990 - December 2000
Grossmont Bank August 1978 - June 1990
Skills
Dogs, Pets, Non-profits, Small Business, Public Speaking, Dog Training, Fundraising, Social Media, Blogging, Animal Welfare, CATS, Rescue, Supplements, Training
Education
Azusa Pacific University 1975 — 1977
MBA, Business
San Diego State University-California State University 1965 — 1967
Master of Science, Public Administration
Vetraceuticals Nutritional Health Supplements March 2011 - Present
Palomar College October 1985 - Present
California Bank & Trust June 1990 - December 2000
Grossmont Bank August 1978 - June 1990
Skills
Dogs, Pets, Non-profits, Small Business, Public Speaking, Dog Training, Fundraising, Social Media, Blogging, Animal Welfare, CATS, Rescue, Supplements, Training
Education
Azusa Pacific University 1975 — 1977
MBA, Business
San Diego State University-California State University 1965 — 1967
Master of Science, Public Administration
Susan Brown-Monforte Susan Brown-Monforte's California Bank & Trust Experience March 2001 - Present
Job SVP/Marketing Group Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2001 - Present
Eldorado Bank December 1997 - March 2001
John H. Harland Company March 1993 - November 1997
Skills
Leadership, Strategic Planning, Team Building, Teamwork, Creative Problem Solving, Communication, Collaboration, Social Media Strategist, Lead Generation, Cross-functional Team..., Direct Sales, Direct Marketing, Creative Direction
Education
LEAD San Diego 2011 — 2012
Graduate of IMPACT Program, Leadership
Pacific Coast Banking School 2006 — 2008
Professional Certificate, Banking Management
California State University-Long Beach 1984 — 1987
MBA, Emphasis in Marketing
University of California, Irvine 1979 — 1984
BA, Psychology & Social Ecology
School of Banking Marketing 1989 — 1990
Professional Certificate, Marketing Management
California Bank & Trust March 2001 - Present
Eldorado Bank December 1997 - March 2001
John H. Harland Company March 1993 - November 1997
Skills
Leadership, Strategic Planning, Team Building, Teamwork, Creative Problem Solving, Communication, Collaboration, Social Media Strategist, Lead Generation, Cross-functional Team..., Direct Sales, Direct Marketing, Creative Direction
Education
LEAD San Diego 2011 — 2012
Graduate of IMPACT Program, Leadership
Pacific Coast Banking School 2006 — 2008
Professional Certificate, Banking Management
California State University-Long Beach 1984 — 1987
MBA, Emphasis in Marketing
University of California, Irvine 1979 — 1984
BA, Psychology & Social Ecology
School of Banking Marketing 1989 — 1990
Professional Certificate, Marketing Management
Michael Monterrubio Michael Monterrubio's California Bank & Trust Experience 1998 - 2002
Job Vice President at Alliance Bank of Arizona
Industry Banking
Experience
Alliance Bank of Arizona October 2013 - Present
BBVA Compass September 2002 - October 2013
California Bank & Trust 1998 - 2002
Skills
Loans, Small Business Lending, Credit, Underwriting, Financial Risk, Commercial Lending, Commercial Banking, Credit Analysis, Loan Origination, SBA, Real Estate, Mortgage Lending, Real Estate Economics, Commercial Mortgages, Finance, Commercial Real Estate, Credit Risk, Financial Analysis, Real Estate Financing, Mortgage Banking, Small Business, Risk Management, Refinance, Asset Based Lending, Portfolio Management, Banking, Consumer Lending, Treasury Management, Relationship Management, Cash Management, Lines Of Credit, Construction Loans, Financial Structuring, Branch Management, Deposits, Investments, Retail Banking
Education
University of Arizona Eller MBA Programs 2008 — 2009
MBA, Business Administration
University of California, Los Angeles
BA, Economics
Alliance Bank of Arizona October 2013 - Present
BBVA Compass September 2002 - October 2013
California Bank & Trust 1998 - 2002
Skills
Loans, Small Business Lending, Credit, Underwriting, Financial Risk, Commercial Lending, Commercial Banking, Credit Analysis, Loan Origination, SBA, Real Estate, Mortgage Lending, Real Estate Economics, Commercial Mortgages, Finance, Commercial Real Estate, Credit Risk, Financial Analysis, Real Estate Financing, Mortgage Banking, Small Business, Risk Management, Refinance, Asset Based Lending, Portfolio Management, Banking, Consumer Lending, Treasury Management, Relationship Management, Cash Management, Lines Of Credit, Construction Loans, Financial Structuring, Branch Management, Deposits, Investments, Retail Banking
Education
University of Arizona Eller MBA Programs 2008 — 2009
MBA, Business Administration
University of California, Los Angeles
BA, Economics
Linda Sims Linda Sims's California Bank & Trust Experience October 2012 - March 2013
Job VP Treasury Management Consultant at Umpqua Bank
Industry Banking
Experience
Umpqua Bank April 2013 - October 2014
California Bank & Trust October 2012 - March 2013
North Valley Bank September 2008 - April 2011
Umpqua Bank May 2007 - August 2008
Westamerica Bank 1987 - 2005
Skills
Banking, Customer Relations, Product Management, Treasury Management, Coaching, Customer Service, Dental Assisting, Install and Training, Credit, Loans, Remote Deposit Capture, Cash Management, Commercial Lending, Merchant Services, Lockbox, Internet Banking, Deposits, Cash Flow, Commercial Banking, ACH, Retail Banking, Risk Management, Credit Analysis
Education
Blake Austin College 2011 — 2012
DA, Dental Assisting/Assistant, 3.64
Umpqua Bank April 2013 - October 2014
California Bank & Trust October 2012 - March 2013
North Valley Bank September 2008 - April 2011
Umpqua Bank May 2007 - August 2008
Westamerica Bank 1987 - 2005
Skills
Banking, Customer Relations, Product Management, Treasury Management, Coaching, Customer Service, Dental Assisting, Install and Training, Credit, Loans, Remote Deposit Capture, Cash Management, Commercial Lending, Merchant Services, Lockbox, Internet Banking, Deposits, Cash Flow, Commercial Banking, ACH, Retail Banking, Risk Management, Credit Analysis
Education
Blake Austin College 2011 — 2012
DA, Dental Assisting/Assistant, 3.64
Steven Okamura, CFP® Steven Okamura, CFP®'s California Bank & Trust Experience 2000 - 2002
Job Vice President at City National Bank
Industry Banking
Experience
City National Bank 2002 - Present
California Bank & Trust 2000 - 2002
First Security Bank / California State Bank 1994 - 2000
Skills
Risk Management, Banking, Private Banking, Commercial Banking, Manage Client..., Financial Analysis, Credit Analysis, Strategic Financial..., Financial Services, Commercial Lending, Credit, Mortgage Lending, Financial Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Business Administration, Finance
California State University-Fullerton, Mihaylo College of Business and Economics
M.A., Economics
City National Bank 2002 - Present
California Bank & Trust 2000 - 2002
First Security Bank / California State Bank 1994 - 2000
Skills
Risk Management, Banking, Private Banking, Commercial Banking, Manage Client..., Financial Analysis, Credit Analysis, Strategic Financial..., Financial Services, Commercial Lending, Credit, Mortgage Lending, Financial Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Business Administration, Finance
California State University-Fullerton, Mihaylo College of Business and Economics
M.A., Economics
Cesar Valenzuela Cesar Valenzuela's California Bank & Trust Experience June 2015 - Present
Job Vice President Commercial Banking at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust June 2015 - Present
GE Capital February 2014 - March 2015
GE Antares July 2011 - February 2014
GE Capital July 2008 - July 2011
Newtek Business Lending March 2005 - July 2008
United States Marine Corps July 1996 - June 2005
Sterling National Bank September 2003 - March 2005
Skills
Credit Analysis, Portfolio Management, Risk Management, Financial Modeling, Auditing, Valuation Modeling, Commercial Lending, Credit, Valuation, Financial Analysis, Corporate Finance, Financial Risk, Credit Risk, Loans, Investments, Restructuring, Equities, Syndications, Cash Flow, Finance, Start-ups, Business Development, Capital Markets, Private Equity
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Finance & Investments
California Bank & Trust June 2015 - Present
GE Capital February 2014 - March 2015
GE Antares July 2011 - February 2014
GE Capital July 2008 - July 2011
Newtek Business Lending March 2005 - July 2008
United States Marine Corps July 1996 - June 2005
Sterling National Bank September 2003 - March 2005
Skills
Credit Analysis, Portfolio Management, Risk Management, Financial Modeling, Auditing, Valuation Modeling, Commercial Lending, Credit, Valuation, Financial Analysis, Corporate Finance, Financial Risk, Credit Risk, Loans, Investments, Restructuring, Equities, Syndications, Cash Flow, Finance, Start-ups, Business Development, Capital Markets, Private Equity
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Finance & Investments
Marcia Schaefer Marcia Schaefer's California Bank & Trust Experience September 2010 - March 2012
Job Senior Underwriter at Union Bank
Industry Banking
Experience
Union Bank March 2012 - Present
California Bank & Trust September 2010 - March 2012
Discovery Bank March 2005 - November 2008
Bank of California (now Union Bank of California) October 1986 - October 1996
Education
University of California, Riverside 2000 — 2002
Literature and Writing
Boston University 1978 — 1982
Santa Fe High School
Union Bank March 2012 - Present
California Bank & Trust September 2010 - March 2012
Discovery Bank March 2005 - November 2008
Bank of California (now Union Bank of California) October 1986 - October 1996
Education
University of California, Riverside 2000 — 2002
Literature and Writing
Boston University 1978 — 1982
Santa Fe High School
Lois Roegge Lois Roegge's California Bank & Trust Experience March 2001 - August 2005
Job Owner at Rylie Max Studios
Industry Design
Experience
Rylie Max Studios July 2009 - Present
California Bank & Trust March 2001 - August 2005
Heartland Bank November 1999 - March 2001
Zions Bank March 1995 - November 1999
Skills
New Business Development, Furniture, Interior Design, Retail, Credit, Furnishings, Financial Analysis, Sales Management, Window Treatments, Small Business, Loans
Education
Eastern Illinois University 1988 — 1991
Bachelor, Finance
Arizona State University 1985 — 1987
Music Performance / Education
Rylie Max Studios July 2009 - Present
California Bank & Trust March 2001 - August 2005
Heartland Bank November 1999 - March 2001
Zions Bank March 1995 - November 1999
Skills
New Business Development, Furniture, Interior Design, Retail, Credit, Furnishings, Financial Analysis, Sales Management, Window Treatments, Small Business, Loans
Education
Eastern Illinois University 1988 — 1991
Bachelor, Finance
Arizona State University 1985 — 1987
Music Performance / Education
Kurt Brogger Kurt Brogger's California Bank & Trust Experience July 1988 - July 2001
Job Real Estate Credit Officer at Westamerica Bank
Industry Banking
Experience
Westamerica Bank May 2011 - Present
Trans Pacific National Bank April 2005 - February 2011
Luther Burbank Savings September 2003 - April 2005
California Bank & Trust July 1988 - July 2001
Skills
Troubled Debt..., New Business Development, Branch Management, Credit Analysis, Tax Analysis, Construction Loans, Commercial Lending, Asset Based Lending, Loan Structuring, Business Relationship..., Commercial Real Estate..., Narrative Report..., Commercial Mortgages, Management, Debt Restructuring, Business Development, Credit, Underwriting, Commercial Banking, Portfolio Management, Loans, Consumer Lending, Financial Structuring, Relationship Management, Banking, Retail Banking, Small Business Lending, Branch Banking, Mortgage Lending, Treasury Management, Loan Origination, Lines Of Credit, Commercial Real Estate, Credit Risk, Cash Management, SBA, Cross Selling, Grant Reviewing
Education
California State University-Hayward 1984 — 1987
BS, Finance and Economics
San Ramon High School
Westamerica Bank May 2011 - Present
Trans Pacific National Bank April 2005 - February 2011
Luther Burbank Savings September 2003 - April 2005
California Bank & Trust July 1988 - July 2001
Skills
Troubled Debt..., New Business Development, Branch Management, Credit Analysis, Tax Analysis, Construction Loans, Commercial Lending, Asset Based Lending, Loan Structuring, Business Relationship..., Commercial Real Estate..., Narrative Report..., Commercial Mortgages, Management, Debt Restructuring, Business Development, Credit, Underwriting, Commercial Banking, Portfolio Management, Loans, Consumer Lending, Financial Structuring, Relationship Management, Banking, Retail Banking, Small Business Lending, Branch Banking, Mortgage Lending, Treasury Management, Loan Origination, Lines Of Credit, Commercial Real Estate, Credit Risk, Cash Management, SBA, Cross Selling, Grant Reviewing
Education
California State University-Hayward 1984 — 1987
BS, Finance and Economics
San Ramon High School
Karen Ruddy Karen Ruddy's California Bank & Trust Experience February 2000 - June 2002
Job Banking Professional
Industry Banking
Experience
California Bank & Trust February 2000 - June 2002
California Bank & Trust 2000 - 2002
First Union September 1998 - February 2000
The Money Store September 1998 - February 2000
The Money Store March 1998 - September 1998
Skills
Commercial Banking
Education
California State University, Fresno 1994 — 1996
BS, Business Administration, Accountancy
California Bank & Trust February 2000 - June 2002
California Bank & Trust 2000 - 2002
First Union September 1998 - February 2000
The Money Store September 1998 - February 2000
The Money Store March 1998 - September 1998
Skills
Commercial Banking
Education
California State University, Fresno 1994 — 1996
BS, Business Administration, Accountancy
Teri Stratton Teri Stratton's California Bank & Trust Experience 1993 - 2000
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2010 - Present
Macquarie Bank 2007 - March 2010
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young 2000 - 2004
California Bank & Trust 1993 - 2000
Education
UCLA Anderson School of Management 1997 — 2000
MBA, Finance
Paradise High 1970 — 1990
Brown University
Piper Jaffray March 2010 - Present
Macquarie Bank 2007 - March 2010
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young 2000 - 2004
California Bank & Trust 1993 - 2000
Education
UCLA Anderson School of Management 1997 — 2000
MBA, Finance
Paradise High 1970 — 1990
Brown University
Caroline Foulkes's California Bank & Trust Experience 2009 - 2009
Job Owner, Black Space Graphics
Industry Graphic Design
Experience
Black Space Graphics February 2009 - Present
California Bank & Trust 2009 - 2009
Alliance Bank 2007 - 2009
JB3D 2005 - 2007
Ardon Vinyl Graphics 2002 - 2003
Skills
Graphic Design, Adobe Creative Suite, Customer Service, PowerPoint, Dreamweaver, Brand Development, InDesign, Web Design, Photoshop, Marketing, Copywriting, Creative Direction, Social Media, Online Advertising, Small Business, Illustrator, Advertising, Marketing Strategy, OS X, Graphics, Photography, HTML, Branding & Identity, Online Marketing, Corporate Branding, Corporate Identity, Art Direction, Social Media Marketing
Education
Boston University 1999 — 2004
B.A., Linguistics
Massachusett's Academy 1997 — 1999
Burncoat High School 1995 — 1997
Black Space Graphics February 2009 - Present
California Bank & Trust 2009 - 2009
Alliance Bank 2007 - 2009
JB3D 2005 - 2007
Ardon Vinyl Graphics 2002 - 2003
Skills
Graphic Design, Adobe Creative Suite, Customer Service, PowerPoint, Dreamweaver, Brand Development, InDesign, Web Design, Photoshop, Marketing, Copywriting, Creative Direction, Social Media, Online Advertising, Small Business, Illustrator, Advertising, Marketing Strategy, OS X, Graphics, Photography, HTML, Branding & Identity, Online Marketing, Corporate Branding, Corporate Identity, Art Direction, Social Media Marketing
Education
Boston University 1999 — 2004
B.A., Linguistics
Massachusett's Academy 1997 — 1999
Burncoat High School 1995 — 1997
David J. Garcia David J. Garcia's California Bank & Trust Experience April 2012 - June 2013
Job Senior Product Manager @ Amazon
Industry Internet
Experience
Amazon June 2015 - Present
Amazon 2014 - 2014
California Bank & Trust April 2012 - June 2013
The Frugality Game August 2009 - January 2012
McGladrey Capital Markets LLC 2008 - 2009
Rose & Kindel 2008 - 2008
Marriott School of Management March 2007 - December 2007
Skills
Editing, Media Relations, Writing, Social Media, Public Relations, Facebook, Copywriting, Blogging, Marketing Communications, Copy Editing, Social Media Marketing, Corporate Communications, Wordpress, Adobe Creative Suite, AP Style, Journalism, Online Marketing, Marketing Strategy, Press Releases, Proofreading, News Writing, WordPress, Public Speaking, Publishing, Graphic Design, Digital Marketing, Advertising, Magazines, Social Networking, Online Advertising, Newsletters, SEO, Integrated Marketing, Web Analytics, Google Analytics, Email Marketing, Marketing
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), GPA: 4.00. GMAT: 780.
Brigham Young University 2001 — 2007
BA, Communications - Public Relations, GPA: 3.73
Temple College 2000 — 2001
Amazon June 2015 - Present
Amazon 2014 - 2014
California Bank & Trust April 2012 - June 2013
The Frugality Game August 2009 - January 2012
McGladrey Capital Markets LLC 2008 - 2009
Rose & Kindel 2008 - 2008
Marriott School of Management March 2007 - December 2007
Skills
Editing, Media Relations, Writing, Social Media, Public Relations, Facebook, Copywriting, Blogging, Marketing Communications, Copy Editing, Social Media Marketing, Corporate Communications, Wordpress, Adobe Creative Suite, AP Style, Journalism, Online Marketing, Marketing Strategy, Press Releases, Proofreading, News Writing, WordPress, Public Speaking, Publishing, Graphic Design, Digital Marketing, Advertising, Magazines, Social Networking, Online Advertising, Newsletters, SEO, Integrated Marketing, Web Analytics, Google Analytics, Email Marketing, Marketing
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), GPA: 4.00. GMAT: 780.
Brigham Young University 2001 — 2007
BA, Communications - Public Relations, GPA: 3.73
Temple College 2000 — 2001
Jose Sandoval's California Bank & Trust Experience September 2011 - August 2014
Job Vice President, Vendor Risk Manager at Union Bank
Industry Banking
Experience
Union Bank April 2015 - Present
Union Bank August 2014 - April 2015
California Bank & Trust September 2011 - August 2014
Union Bank June 2008 - September 2011
Skills
Risk Management, Operational Risk..., Operational Risk, Internal Audit, Risk Assessment, Banking, Sarbanes-Oxley Act, Auditing, Credit Risk, Bank Secrecy Act, Securities, Due Diligence, Business Continuity, Basel II, Enterprise Risk..., Third Party Vendor..., SOX Compliancy, SAS70, COSO Framework, Vendor Management
Education
National University
MBA, Financial Management
California State University-San Marcos
Economics, Economics
Union Bank April 2015 - Present
Union Bank August 2014 - April 2015
California Bank & Trust September 2011 - August 2014
Union Bank June 2008 - September 2011
Skills
Risk Management, Operational Risk..., Operational Risk, Internal Audit, Risk Assessment, Banking, Sarbanes-Oxley Act, Auditing, Credit Risk, Bank Secrecy Act, Securities, Due Diligence, Business Continuity, Basel II, Enterprise Risk..., Third Party Vendor..., SOX Compliancy, SAS70, COSO Framework, Vendor Management
Education
National University
MBA, Financial Management
California State University-San Marcos
Economics, Economics
Laurel Lieb Laurel Lieb's California Bank & Trust Experience September 2003 - August 2004
Job Research Assistant at American Institutes for Research
Industry Market Research
Experience
American Institutes for Research April 2015 - July 2015
JS Business Intelligence January 2015 - April 2015
PsyID Corp. November 2013 - May 2014
Nordstrom September 2011 - January 2012
Gallery Central July 2010 - July 2011
HIS Magazine April 2010 - December 2010
Captivate Network April 2008 - November 2008
Blair Television October 2007 - February 2008
National Parks Conservation Association 2006 - 2006
California Bank & Trust September 2003 - August 2004
Skills
Copywriting, Social Media, Web Content, Marketing, Social Media Marketing, Public Relations, Sales, Digital Media, Social Networking, Marketing Analytics, Facebook, Advertising, Marketing Strategy, Digital Marketing, Analytics, Google Analytics, SEO, Email Marketing, Online Advertising, Marketing Communications, Account Management, Online Marketing, Data Mining, SPSS, Qualitative Research, Quantitative Research, Statistics, Regression Models, Path Analysis, Survey Research, Questionnaire Design, Grounded Theory, Editing, SEO Copywriting, Copy Editing, Writing
Education
University of Southampton 2012 — 2013
Master of Science (MSc), Marketing Analysis
California State University-Fresno 2005 — 2007
Bachelors of Art, Mass Communication and Journalism; Public Relations, 2007
Fresno City College
Madera High
American Institutes for Research April 2015 - July 2015
JS Business Intelligence January 2015 - April 2015
PsyID Corp. November 2013 - May 2014
Nordstrom September 2011 - January 2012
Gallery Central July 2010 - July 2011
HIS Magazine April 2010 - December 2010
Captivate Network April 2008 - November 2008
Blair Television October 2007 - February 2008
National Parks Conservation Association 2006 - 2006
California Bank & Trust September 2003 - August 2004
Skills
Copywriting, Social Media, Web Content, Marketing, Social Media Marketing, Public Relations, Sales, Digital Media, Social Networking, Marketing Analytics, Facebook, Advertising, Marketing Strategy, Digital Marketing, Analytics, Google Analytics, SEO, Email Marketing, Online Advertising, Marketing Communications, Account Management, Online Marketing, Data Mining, SPSS, Qualitative Research, Quantitative Research, Statistics, Regression Models, Path Analysis, Survey Research, Questionnaire Design, Grounded Theory, Editing, SEO Copywriting, Copy Editing, Writing
Education
University of Southampton 2012 — 2013
Master of Science (MSc), Marketing Analysis
California State University-Fresno 2005 — 2007
Bachelors of Art, Mass Communication and Journalism; Public Relations, 2007
Fresno City College
Madera High
Lisa Crossley Lisa Crossley's California Bank & Trust Experience September 2012 - March 2015
Job Staff Accountant at North Island Credit Union
Industry Banking
Experience
North Island Credit Union March 2015 - Present
California Bank & Trust September 2012 - March 2015
California Bank & Trust September 2011 - September 2012
California Bank & Trust February 2011 - September 2011
Skills
Cash Management, Accounting, Account Reconciliation, General Ledger, Accounts Payable, Bank Reconciliation, Accounts Receivable, QuickBooks, Deposits, Journal Entries, Banking, 10 Key, Access, Data Entry, Outlook, Balance Sheet, Spreadsheets, Invoicing, Pivot Tables, Bookkeeping, Telephone Skills, Payroll, P
Education
California State University, Fresno 2005 — 2010
Bachelor's degree, Business Administration and Management, General
North Island Credit Union March 2015 - Present
California Bank & Trust September 2012 - March 2015
California Bank & Trust September 2011 - September 2012
California Bank & Trust February 2011 - September 2011
Skills
Cash Management, Accounting, Account Reconciliation, General Ledger, Accounts Payable, Bank Reconciliation, Accounts Receivable, QuickBooks, Deposits, Journal Entries, Banking, 10 Key, Access, Data Entry, Outlook, Balance Sheet, Spreadsheets, Invoicing, Pivot Tables, Bookkeeping, Telephone Skills, Payroll, P
Education
California State University, Fresno 2005 — 2010
Bachelor's degree, Business Administration and Management, General
Sahel Shajari Sahel Shajari's California Bank & Trust Experience May 2008 - 2012
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America 2014 - Present
Orange County's Credit Union 2012 - 2013
California Bank & Trust May 2008 - 2012
Skills
Customer Service, Negotiation, Strategic Planning, Leadership, Management, Sales, Retail Banking, Banking
Education
California State University-Fullerton 2009 — 2014
Bachelor of Business Administration (BBA), Marketing
Bank of America 2014 - Present
Orange County's Credit Union 2012 - 2013
California Bank & Trust May 2008 - 2012
Skills
Customer Service, Negotiation, Strategic Planning, Leadership, Management, Sales, Retail Banking, Banking
Education
California State University-Fullerton 2009 — 2014
Bachelor of Business Administration (BBA), Marketing
Jennifer Gatrel's California Bank & Trust Experience December 2008 - December 2014
Job BofI Federal Bank
Industry Banking
Experience
BofI Federal Bank December 2014 - Present
California Bank & Trust December 2008 - December 2014
Wells Fargo May 2006 - August 2008
Skills
Customer Service, Sales, Customer Satisfaction, Data Entry, Time Management, Teamwork, Retail Banking, Employee Training, Financial Services, Relationship Management, Cross Selling, Marketing, Commercial Banking, Troubleshooting, Microsoft Word, Consumer Lending, Prospecting New Accounts, Customer Follow-up, Process Improvement, Leadership
Education
California State University San Marcos 2015 — 2017
Bachelor of Science (B.S.), Accounting and Finance
San Diego Mesa College 2011 — 2015
Associate of Science (AS), Business and Personal/Financial Services Marketing Operations
BofI Federal Bank December 2014 - Present
California Bank & Trust December 2008 - December 2014
Wells Fargo May 2006 - August 2008
Skills
Customer Service, Sales, Customer Satisfaction, Data Entry, Time Management, Teamwork, Retail Banking, Employee Training, Financial Services, Relationship Management, Cross Selling, Marketing, Commercial Banking, Troubleshooting, Microsoft Word, Consumer Lending, Prospecting New Accounts, Customer Follow-up, Process Improvement, Leadership
Education
California State University San Marcos 2015 — 2017
Bachelor of Science (B.S.), Accounting and Finance
San Diego Mesa College 2011 — 2015
Associate of Science (AS), Business and Personal/Financial Services Marketing Operations
Wynona Trottman Wynona Trottman's California Bank & Trust Experience September 2013 - April 2015
Job
Industry Banking
Experience
California Bank & Trust September 2013 - April 2015
JPMorgan Chase & Co. December 2006 - September 2013
Wells Fargo February 1992 - August 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Credit, Treasury Management, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Loan Origination, Portfolio Management, Relationship Management, Small Business Lending
Education
California State University-Fullerton 1990 — 1992
Bachelor's degree, Business Administration and Management, General
California Bank & Trust September 2013 - April 2015
JPMorgan Chase & Co. December 2006 - September 2013
Wells Fargo February 1992 - August 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Credit, Treasury Management, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Loan Origination, Portfolio Management, Relationship Management, Small Business Lending
Education
California State University-Fullerton 1990 — 1992
Bachelor's degree, Business Administration and Management, General
Leigh Ann White Leigh Ann White's California Bank & Trust Experience January 2001 - November 2008
Job Vice President Commercial Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass March 2015 - Present
US Bank - SBA Division February 2012 - August 2014
U.S. Bank January 2009 - February 2012
California Bank & Trust January 2001 - November 2008
Bank of America January 1999 - January 2001
First Community Financial January 1994 - January 1999
Skills
Small Business Lending, Real Estate, Banking, Loans, Underwriting, Loan Origination, Finance, Credit Analysis, Asset Based Lending, Refinance, Business Development, SBA 504, Investments, Lines Of Credit, Commercial Banking, Small Business, Commercial Lending, Commercial Mortgages, Credit, Construction Loans, Consumer Lending, Mortgage Banking, Mortgage Lending, SBA
Education
Arizona State University 1987 — 1991
Bachelor of Science, Business Management; Accounting
BBVA Compass March 2015 - Present
US Bank - SBA Division February 2012 - August 2014
U.S. Bank January 2009 - February 2012
California Bank & Trust January 2001 - November 2008
Bank of America January 1999 - January 2001
First Community Financial January 1994 - January 1999
Skills
Small Business Lending, Real Estate, Banking, Loans, Underwriting, Loan Origination, Finance, Credit Analysis, Asset Based Lending, Refinance, Business Development, SBA 504, Investments, Lines Of Credit, Commercial Banking, Small Business, Commercial Lending, Commercial Mortgages, Credit, Construction Loans, Consumer Lending, Mortgage Banking, Mortgage Lending, SBA
Education
Arizona State University 1987 — 1991
Bachelor of Science, Business Management; Accounting
Katrina Puyat's California Bank & Trust Experience November 2011 - May 2014
Job Vice President International Trade Finance at Comerica Bank
Industry Banking
Experience
Comerica Bank June 2014 - Present
California Bank & Trust November 2011 - May 2014
Cathay Bank 2008 - November 2011
Citigroup 2007 - 2008
ING Bank 2006 - 2006
Cathay Bank 2004 - 2005
Bank of America 2004 - 2004
HSBC 1996 - 2004
Tullett Prebon 1995 - 1996
Skills
Commodity, Fixed Income, Banking, Foreign Exchange, Portfolio Management, Credit Risk, Loans, Asset Based Lending, Commercial Banking, Trade Finance, Commercial Lending, Finance, Credit Analysis, Foreign Exchange..., Corporate Finance, Credit, Structured Finance, Risk Management, Financial Structuring, Treasury Management, Cash Management, Financial Institutions, Private Banking, Small Business Lending, Retail Banking, Financial Risk, Lines Of Credit, Capital Markets, Relationship Management, Loan Origination
Education
Assumption College 1987 — 1991
Bachelor of Science in Commerce, major in Finance Economics
Comerica Bank June 2014 - Present
California Bank & Trust November 2011 - May 2014
Cathay Bank 2008 - November 2011
Citigroup 2007 - 2008
ING Bank 2006 - 2006
Cathay Bank 2004 - 2005
Bank of America 2004 - 2004
HSBC 1996 - 2004
Tullett Prebon 1995 - 1996
Skills
Commodity, Fixed Income, Banking, Foreign Exchange, Portfolio Management, Credit Risk, Loans, Asset Based Lending, Commercial Banking, Trade Finance, Commercial Lending, Finance, Credit Analysis, Foreign Exchange..., Corporate Finance, Credit, Structured Finance, Risk Management, Financial Structuring, Treasury Management, Cash Management, Financial Institutions, Private Banking, Small Business Lending, Retail Banking, Financial Risk, Lines Of Credit, Capital Markets, Relationship Management, Loan Origination
Education
Assumption College 1987 — 1991
Bachelor of Science in Commerce, major in Finance Economics
Christopher M. Thoman Christopher M. Thoman's California Bank & Trust Experience March 2009 - October 2013
Job Executive Recruiter 6195429139 chris@kaylinsearchpartners.com
Industry Accounting
Experience
Kaylin Search Partners October 2013 - Present
California Bank & Trust March 2009 - October 2013
Commerce Bank April 2004 - June 2008
Commerce Bank April 2004 - June 2008
Commerce Bank April 2004 - June 2008
State Bank of Long Island June 2002 - March 2004
Skills
Full-life Cycle..., Recruiting, Accounting Recruitment, Temporary Placement, Permanent Placement, Executive Search, Sourcing, Talent Acquisition, Staffing Services, Hiring Practices, Strategy, Referrals, Networking, Follow Through, Interviews, Leadership, Training, Team Management, Connecting People, Building Relationships, Integrity, Following Up, Communication Skills
Education
State University of New York at Binghamton 1999 — 2001
Bachelor of Science, School of Management, Finance
State University of New York at Delhi 1996 — 1998
A.A.S., Business Management
Harborfields Highschool 1992 — 1996
Kaylin Search Partners October 2013 - Present
California Bank & Trust March 2009 - October 2013
Commerce Bank April 2004 - June 2008
Commerce Bank April 2004 - June 2008
Commerce Bank April 2004 - June 2008
State Bank of Long Island June 2002 - March 2004
Skills
Full-life Cycle..., Recruiting, Accounting Recruitment, Temporary Placement, Permanent Placement, Executive Search, Sourcing, Talent Acquisition, Staffing Services, Hiring Practices, Strategy, Referrals, Networking, Follow Through, Interviews, Leadership, Training, Team Management, Connecting People, Building Relationships, Integrity, Following Up, Communication Skills
Education
State University of New York at Binghamton 1999 — 2001
Bachelor of Science, School of Management, Finance
State University of New York at Delhi 1996 — 1998
A.A.S., Business Management
Harborfields Highschool 1992 — 1996
Richard I. Rubin Richard I. Rubin's California Bank & Trust Experience July 2015 - Present
Job First Vice President and Branch Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2015 - Present
California Bank & Trust December 2005 - June 2015
Bank of America December 1976 - December 2005
Skills
Loans, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Branch Management, Lines Of Credit, Retail Banking, Commercial Mortgages, Branch Banking
Education
California State University-Fullerton
Bachelor of Science, Business Administration
California Bank & Trust July 2015 - Present
California Bank & Trust December 2005 - June 2015
Bank of America December 1976 - December 2005
Skills
Loans, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Branch Management, Lines Of Credit, Retail Banking, Commercial Mortgages, Branch Banking
Education
California State University-Fullerton
Bachelor of Science, Business Administration
Bev Fisher Bev Fisher's California Bank & Trust Experience 1999 - 2006
Job Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2006 - November 2014
California Bank & Trust 1999 - 2006
Skills
Consumer Lending, Management, Financial Analysis, Banking, Risk Management, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Private Banking, Team Leadership, Portfolio Management, Loans, Retail Banking, Credit Analysis, Customer Service
Education
California State University-Long Beach
First Republic Bank August 2006 - November 2014
California Bank & Trust 1999 - 2006
Skills
Consumer Lending, Management, Financial Analysis, Banking, Risk Management, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Private Banking, Team Leadership, Portfolio Management, Loans, Retail Banking, Credit Analysis, Customer Service
Education
California State University-Long Beach
Regina Parker's California Bank & Trust Experience October 2005 - Present
Job
Industry Human Resources
Experience
California Bank & Trust October 2005 - Present
Skills
Applicant Tracking..., Onboarding, Employee Relations, Performance Management, HRIS, Recruiting, Employee Benefits, New Hire Orientations, Talent Acquisition, Talent Management, Human Resources, Personnel Management, Deferred Compensation, Team Building, Banking, Leadership, Training
Education
California State University-Bakersfield 1992 — 1994
BS
California National University for Advanced Studies
Master's
California Bank & Trust October 2005 - Present
Skills
Applicant Tracking..., Onboarding, Employee Relations, Performance Management, HRIS, Recruiting, Employee Benefits, New Hire Orientations, Talent Acquisition, Talent Management, Human Resources, Personnel Management, Deferred Compensation, Team Building, Banking, Leadership, Training
Education
California State University-Bakersfield 1992 — 1994
BS
California National University for Advanced Studies
Master's
Ginger Vo's California Bank & Trust Experience February 2000 - March 2004
Job Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Bank of America September 2009 - February 2015
American Express December 2007 - September 2009
JP Morgan Chase June 2006 - December 2007
Citigroup March 2004 - February 2006
California Bank & Trust February 2000 - March 2004
Bank of America July 1998 - August 2000
Skills
Credit, Loans, Credit Analysis, Banking, Commercial Lending, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Loan Origination, Financial Analysis, Credit Cards, Vendor Management, Finance, Financial Modeling, Mortgage Lending, Corporate Finance
Education
California State University-Fullerton 1991 — 1996
BA, Business Adminstration - concentration in Finance
Bank of America February 2015 - Present
Bank of America September 2009 - February 2015
American Express December 2007 - September 2009
JP Morgan Chase June 2006 - December 2007
Citigroup March 2004 - February 2006
California Bank & Trust February 2000 - March 2004
Bank of America July 1998 - August 2000
Skills
Credit, Loans, Credit Analysis, Banking, Commercial Lending, Commercial Banking, Credit Risk, Portfolio Management, Risk Management, Loan Origination, Financial Analysis, Credit Cards, Vendor Management, Finance, Financial Modeling, Mortgage Lending, Corporate Finance
Education
California State University-Fullerton 1991 — 1996
BA, Business Adminstration - concentration in Finance
Benjamin Van Horn's California Bank & Trust Experience November 1999 - October 2002
Job Senior Vice President Mortgage Banker at Berkadia
Industry Banking
Experience
Berkadia June 2014 - Present
Keystone Commercial Capital September 2008 - May 2014
1st National Bank of AZ November 2002 - July 2008
Mutual of Omaha Bank 2008 - 2008
California Bank & Trust November 1999 - October 2002
National Bank of Arizona January 1997 - October 1999
Skills
Loans, Commercial Lending, Underwriting, Due Diligence, Credit, Small Business Lending, Financial Analysis, Commercial Banking, Portfolio Management, Banking, Credit Analysis, Investments, Real Estate, Loan Origination, Mortgage Lending, Relationship Management, Asset Managment, Commercial Real Estate, Real Estate Transactions, Refinance, Real Estate Financing, Real Estate Economics, Financial Modeling, Investment Properties
Education
Arizona State University - W. P. Carey School of Business 1992 — 1996
BS, Finance
Salpointe Catholic High School 1988 — 1991
Diploma
Berkadia June 2014 - Present
Keystone Commercial Capital September 2008 - May 2014
1st National Bank of AZ November 2002 - July 2008
Mutual of Omaha Bank 2008 - 2008
California Bank & Trust November 1999 - October 2002
National Bank of Arizona January 1997 - October 1999
Skills
Loans, Commercial Lending, Underwriting, Due Diligence, Credit, Small Business Lending, Financial Analysis, Commercial Banking, Portfolio Management, Banking, Credit Analysis, Investments, Real Estate, Loan Origination, Mortgage Lending, Relationship Management, Asset Managment, Commercial Real Estate, Real Estate Transactions, Refinance, Real Estate Financing, Real Estate Economics, Financial Modeling, Investment Properties
Education
Arizona State University - W. P. Carey School of Business 1992 — 1996
BS, Finance
Salpointe Catholic High School 1988 — 1991
Diploma
Maryola Sanchez-Fabilena's California Bank & Trust Experience 1990 - 1993
Job Sr. eCommerce Marketing Manager at DHL Express
Industry Package/Freight Delivery
Experience
DHL Express March 2010 - October 2011
DHL Express August 2007 - March 2010
DHL Express August 2005 - July 2007
DHL Express June 2002 - July 2005
DHL Express September 1993 - June 2002
California Bank & Trust 1990 - 1993
Skills
Transportation, Change Management, Process Improvement, Operations Management, Logistics, Cross-functional Team..., Customer Service, Supply Chain Management, Supply Chain, Forecasting, Management, Strategy, Vendor Management, Business Process...
Education
California State University-Fullerton
Business Administration, Marketing
DHL Express March 2010 - October 2011
DHL Express August 2007 - March 2010
DHL Express August 2005 - July 2007
DHL Express June 2002 - July 2005
DHL Express September 1993 - June 2002
California Bank & Trust 1990 - 1993
Skills
Transportation, Change Management, Process Improvement, Operations Management, Logistics, Cross-functional Team..., Customer Service, Supply Chain Management, Supply Chain, Forecasting, Management, Strategy, Vendor Management, Business Process...
Education
California State University-Fullerton
Business Administration, Marketing
Linda Mounce's California Bank & Trust Experience February 2005 - April 2010
Job Director of Communications at MDScripts
Industry Hospital & Health Care
Experience
MDScripts April 2010 - Present
California Bank & Trust February 2005 - April 2010
Alliance Bank 2005 - 2009
Mercantile National Bank January 2000 - February 2005
Skills
Healthcare Banking
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor's degree, Business Administration and Management, General
MDScripts April 2010 - Present
California Bank & Trust February 2005 - April 2010
Alliance Bank 2005 - 2009
Mercantile National Bank January 2000 - February 2005
Skills
Healthcare Banking
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor's degree, Business Administration and Management, General
Curtis Brickey's California Bank & Trust Experience November 2007 - Present
Job Financial Service Rep at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust November 2007 - Present
Novastar Mortgage inc September 2004 - May 2007
Education
California State University-Fullerton 2002 — 2005
California Bank & Trust November 2007 - Present
Novastar Mortgage inc September 2004 - May 2007
Education
California State University-Fullerton 2002 — 2005
Patrick Finley's California Bank & Trust Experience July 2012 - January 2014
Job VP/ Commercial Real Estate Premier Valley Bank
Industry Banking
Experience
Premier Valley Bank January 2014 - Present
Aleph Surf International January 2013 - Present
California Bank & Trust July 2012 - January 2014
CB&T October 2011 - July 2012
California Bank & Trust October 2006 - October 2011
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis, Commercial Banking, Lines Of Credit, Credit, Underwriting, Banking, Commercial Mortgages, Consumer Lending, Cash Flow Lending, SBA, Asset Based Lending, Loan Origination, Credit Risk, Retail Banking, Construction Loans
Education
California State University-Fresno 2004 — 2006
Bachelor of Science (B.S.), Business Adminisration- Finance Option
Fresno City College 1999 — 2003
Bachelor of Science (BS), Finance
Premier Valley Bank January 2014 - Present
Aleph Surf International January 2013 - Present
California Bank & Trust July 2012 - January 2014
CB&T October 2011 - July 2012
California Bank & Trust October 2006 - October 2011
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis, Commercial Banking, Lines Of Credit, Credit, Underwriting, Banking, Commercial Mortgages, Consumer Lending, Cash Flow Lending, SBA, Asset Based Lending, Loan Origination, Credit Risk, Retail Banking, Construction Loans
Education
California State University-Fresno 2004 — 2006
Bachelor of Science (B.S.), Business Adminisration- Finance Option
Fresno City College 1999 — 2003
Bachelor of Science (BS), Finance
Steve Baca's California Bank & Trust Experience 1996 - 1999
Job SVP and Chief Risk Officer at Pacific Coast Bankers' Bank
Industry Banking
Experience
Pacific Coast Bankers' Bank March 2005 - Present
Federal Reserve Bank of San Francisco June 2000 - March 2005
Comerica Bank 1999 - 2000
California Bank & Trust 1996 - 1999
Bank of America 1989 - 1996
Wells Fargo Bank 1985 - 1989
Crocker National Bank 1984 - 1985
Skills
Financial Risk, Financial Services, Banking, Executive Management, Risk Management, Auditing, Finance, Credit Analysis, Commercial Banking, Enterprise Risk..., Credit, Accounting
Education
California State University-East Bay 1979 — 1984
Pacific Coast Bankers' Bank March 2005 - Present
Federal Reserve Bank of San Francisco June 2000 - March 2005
Comerica Bank 1999 - 2000
California Bank & Trust 1996 - 1999
Bank of America 1989 - 1996
Wells Fargo Bank 1985 - 1989
Crocker National Bank 1984 - 1985
Skills
Financial Risk, Financial Services, Banking, Executive Management, Risk Management, Auditing, Finance, Credit Analysis, Commercial Banking, Enterprise Risk..., Credit, Accounting
Education
California State University-East Bay 1979 — 1984
M. Bruce Gumbiner's California Bank & Trust Experience 2001 - 2003
Job V.P. CRA Officer at American Business Bank
Industry Banking
Experience
American Business Bank December 2014 - Present
Community Bank September 2009 - December 2014
First Bank of Beverly Hills November 2005 - April 2009
Pacific Capital Bank 2004 - 2005
California Bank & Trust 2001 - 2003
Skills
Credit Analysis, Credit, Banking, Commercial Lending, Investments, Budget Management, Customer Relations, Strategic Planning, Account Management, Computer Literate, Excel
Education
Pepperdine 1989 — 1991
MBA, Investments
California State University-Fullerton 1974 — 1978
BA, Business Administration
Corona del Mar 1970 — 1972
American Business Bank December 2014 - Present
Community Bank September 2009 - December 2014
First Bank of Beverly Hills November 2005 - April 2009
Pacific Capital Bank 2004 - 2005
California Bank & Trust 2001 - 2003
Skills
Credit Analysis, Credit, Banking, Commercial Lending, Investments, Budget Management, Customer Relations, Strategic Planning, Account Management, Computer Literate, Excel
Education
Pepperdine 1989 — 1991
MBA, Investments
California State University-Fullerton 1974 — 1978
BA, Business Administration
Corona del Mar 1970 — 1972
Andy Remedios's California Bank & Trust Experience 2014 - 2015
Job Developer Analyst at Experian
Industry Computer Software
Experience
Experian (via PT Systems) August 2015 - Present
California Bank & Trust 2014 - 2015
Union Bank (via Genuent USA) 2012 - 2013
--- 2006 - 2012
Capital Group 2000 - 2006
Capital Group 1996 - 2000
L.A. County Sanitation Districts August 1993 - October 1996
Custom Software & Services (formerly Digisoft Computing) May 1990 - January 1994
Skills
Software Development, Software Engineering, Web Development, Object Oriented Design, SDLC, Java, C#, COBOL, Unix, SQL, Technical Writing, Windows, Programming, MVS, C Programming, Oracle, MS Access, Microsoft Excel, Object Oriented..., Visio, HTML, Perl, Shell Scripting, Software Documentation, Python, CICS, Testing, ClearCase, ClearQuest, BEA Weblogic, Sybase, Sibelius, WebLogic, CSF (Custom Statement..., Computer Programming, MVC, MS Excel
Education
California State University-Long Beach
Bachelor of Science (B.S.), Computer Science
California State University-Long Beach
Certificate, C Programming with the Unix Operating System
California State University-Fullerton
Certificate, Web Programming using Java
California State University-Fullerton
Certificate, Java Programming
California State University-Dominguez Hills
Certificate, Technical Writing
Rice University
Statement of Accomplishment, Python Programming
The University of New Mexico
Statement of Accomplishment, Web Application Architectures
University of Colorado Colorado Springs
Statement of Accomplishment, Game Programming using C#
Fullerton College
Associate of Arts (A.A.), Music (Jazz Guitar)
Experian (via PT Systems) August 2015 - Present
California Bank & Trust 2014 - 2015
Union Bank (via Genuent USA) 2012 - 2013
--- 2006 - 2012
Capital Group 2000 - 2006
Capital Group 1996 - 2000
L.A. County Sanitation Districts August 1993 - October 1996
Custom Software & Services (formerly Digisoft Computing) May 1990 - January 1994
Skills
Software Development, Software Engineering, Web Development, Object Oriented Design, SDLC, Java, C#, COBOL, Unix, SQL, Technical Writing, Windows, Programming, MVS, C Programming, Oracle, MS Access, Microsoft Excel, Object Oriented..., Visio, HTML, Perl, Shell Scripting, Software Documentation, Python, CICS, Testing, ClearCase, ClearQuest, BEA Weblogic, Sybase, Sibelius, WebLogic, CSF (Custom Statement..., Computer Programming, MVC, MS Excel
Education
California State University-Long Beach
Bachelor of Science (B.S.), Computer Science
California State University-Long Beach
Certificate, C Programming with the Unix Operating System
California State University-Fullerton
Certificate, Web Programming using Java
California State University-Fullerton
Certificate, Java Programming
California State University-Dominguez Hills
Certificate, Technical Writing
Rice University
Statement of Accomplishment, Python Programming
The University of New Mexico
Statement of Accomplishment, Web Application Architectures
University of Colorado Colorado Springs
Statement of Accomplishment, Game Programming using C#
Fullerton College
Associate of Arts (A.A.), Music (Jazz Guitar)
Russell Haycock's California Bank & Trust Experience December 1998 - May 2003
Job Chief Credit Officer at OneCalifornia Bank
Industry Banking
Experience
OneCalifornia Bank December 2005 - Present
One PacificCoast Bank, FSB 2005 - Present
CMG Financial June 2003 - December 2005
California Bank & Trust December 1998 - May 2003
Skills
Banking, Loans, Credit, Risk Management, Financial Analysis, Credit Analysis, Credit Risk, Commercial Lending, Commercial Banking, Small Business Lending, Portfolio Management, Underwriting, Financial Risk, Mortgage Lending, Consumer Lending
Education
Brigham Young University 1967 — 1969
OneCalifornia Bank December 2005 - Present
One PacificCoast Bank, FSB 2005 - Present
CMG Financial June 2003 - December 2005
California Bank & Trust December 1998 - May 2003
Skills
Banking, Loans, Credit, Risk Management, Financial Analysis, Credit Analysis, Credit Risk, Commercial Lending, Commercial Banking, Small Business Lending, Portfolio Management, Underwriting, Financial Risk, Mortgage Lending, Consumer Lending
Education
Brigham Young University 1967 — 1969
Richard Pontius's California Bank & Trust Experience 2000 - 2001
Job Vice President at City National Bank; Currency Risk Management; International Trade
Industry Banking
Experience
City National Bank January 2007 - Present
Union Bank May 2001 - May 2006
California Bank & Trust 2000 - 2001
Wells Fargo Bank 1996 - 1999
Standard Chartered Bank January 1991 - October 1996
First Interstate Bank 1986 - 1991
Skills
OFAC, Foreign Exchange, Banking, Treasury Management, Commercial Banking, Commercial Lending, Loans, Lines Of Credit, Cash Management, Small Business Lending, Credit, Asset Based Lending, Credit Analysis, Commercial Mortgages, Private Banking, Relationship Management, Portfolio Management
Education
California State University-Fullerton 2007 — 2012
Master of Business Administration (MBA)
California State University - Bakersfield 1975 — 1979
BS, Business and Public Administration
City National Bank January 2007 - Present
Union Bank May 2001 - May 2006
California Bank & Trust 2000 - 2001
Wells Fargo Bank 1996 - 1999
Standard Chartered Bank January 1991 - October 1996
First Interstate Bank 1986 - 1991
Skills
OFAC, Foreign Exchange, Banking, Treasury Management, Commercial Banking, Commercial Lending, Loans, Lines Of Credit, Cash Management, Small Business Lending, Credit, Asset Based Lending, Credit Analysis, Commercial Mortgages, Private Banking, Relationship Management, Portfolio Management
Education
California State University-Fullerton 2007 — 2012
Master of Business Administration (MBA)
California State University - Bakersfield 1975 — 1979
BS, Business and Public Administration
Chris Sandoval's California Bank & Trust Experience April 2011 - Present
Job Commercial Credit Analyst at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust April 2011 - Present
Torrey Pines Bank March 2009 - April 2011
Torrey Pines Bank May 2006 - March 2009
Enterprise Rental Car Company 2005 - 2006
Skills
Credit, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Analysis, Marketing, Commercial Banking, Management, Commercial Real Estate, Underwriting, Project Management, Project Planning, Relationship Management, Finance, Banking, Commercial Mortgages
Education
California State University-Chico 2000 — 2004
Bachelors, Business Administration, Emphasis in Marketing
California Bank & Trust April 2011 - Present
Torrey Pines Bank March 2009 - April 2011
Torrey Pines Bank May 2006 - March 2009
Enterprise Rental Car Company 2005 - 2006
Skills
Credit, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Analysis, Marketing, Commercial Banking, Management, Commercial Real Estate, Underwriting, Project Management, Project Planning, Relationship Management, Finance, Banking, Commercial Mortgages
Education
California State University-Chico 2000 — 2004
Bachelors, Business Administration, Emphasis in Marketing
Sandra McGee's California Bank & Trust Experience August 2010 - Present
Job
Industry Banking
Experience
California Bank & Trust August 2010 - Present
Heritage Golf Group April 1999 - August 2010
Cobblestone Golf Group February 1998 - March 1999
City of Carlsbad November 1995 - February 1998
Skills
Financial Analysis, Due Diligence, Strategic Planning, Mergers & Acquisitions, Budgets, Mergers, Financial Modeling, Strategy, Forecasting, Management, Team Building, Budgeting, Valuation, Risk Management, Finance, Investments, Real Estate, Leadership, Marketing
Education
California State University-San Marcos 1994 — 1996
MBA
California State University-Fullerton 1983 — 1987
Bachelor of Arts
California Bank & Trust August 2010 - Present
Heritage Golf Group April 1999 - August 2010
Cobblestone Golf Group February 1998 - March 1999
City of Carlsbad November 1995 - February 1998
Skills
Financial Analysis, Due Diligence, Strategic Planning, Mergers & Acquisitions, Budgets, Mergers, Financial Modeling, Strategy, Forecasting, Management, Team Building, Budgeting, Valuation, Risk Management, Finance, Investments, Real Estate, Leadership, Marketing
Education
California State University-San Marcos 1994 — 1996
MBA
California State University-Fullerton 1983 — 1987
Bachelor of Arts
Brian Schappert's California Bank & Trust Experience 1999 - 2005
Job Director of Finance at Richmond American Homes
Industry Real Estate
Experience
Richmond American Homes July 2012 - Present
Meritage Homes May 2010 - June 2012
Meyers Builder Advisors September 2007 - May 2010
SunCal Companies 2007 - 2008
Lennar 2005 - 2007
California Bank & Trust 1999 - 2005
FMV Opinions 1996 - 1998
Skills
Financial Modeling, Forecasting, Team Building, Strategic Financial..., Finance, Residential Homes, Real Estate Economics, Leadership, Analytics, Due Diligence, Loans, Budgets, Corporate Finance, Financial Analysis, Financial Planning, Valuation, Variance Analysis
Education
California State Polytechnic University-Pomona 1994 — 1996
BS, Finance, Real Estate & Law
Richmond American Homes July 2012 - Present
Meritage Homes May 2010 - June 2012
Meyers Builder Advisors September 2007 - May 2010
SunCal Companies 2007 - 2008
Lennar 2005 - 2007
California Bank & Trust 1999 - 2005
FMV Opinions 1996 - 1998
Skills
Financial Modeling, Forecasting, Team Building, Strategic Financial..., Finance, Residential Homes, Real Estate Economics, Leadership, Analytics, Due Diligence, Loans, Budgets, Corporate Finance, Financial Analysis, Financial Planning, Valuation, Variance Analysis
Education
California State Polytechnic University-Pomona 1994 — 1996
BS, Finance, Real Estate & Law
Kenny Lui's California Bank & Trust Experience October 2008 - February 2010
Job Vice President at Comerica Bank
Industry Banking
Experience
Comerica Bank August 2013 - Present
US Bank February 2010 - August 2013
California Bank & Trust October 2008 - February 2010
Comerica Bank June 2006 - October 2008
Unisource Technology, Inc. June 2001 - June 2006
Skills
Commercial Banking, Credit Analysis, Financial Analysis, Portfolio Management, Commercial Lending, Credit, Loans, Banking, Loan Origination, Cash Management, Underwriting, Small Business Lending, Finance
Education
California State Polytechnic University-Pomona
Science, Finance, Real Estate, Law
Comerica Bank August 2013 - Present
US Bank February 2010 - August 2013
California Bank & Trust October 2008 - February 2010
Comerica Bank June 2006 - October 2008
Unisource Technology, Inc. June 2001 - June 2006
Skills
Commercial Banking, Credit Analysis, Financial Analysis, Portfolio Management, Commercial Lending, Credit, Loans, Banking, Loan Origination, Cash Management, Underwriting, Small Business Lending, Finance
Education
California State Polytechnic University-Pomona
Science, Finance, Real Estate, Law
Jennifer Holyoak's California Bank & Trust Experience October 2001 - August 2004
Job Vice President at Western Alliance Bank
Industry Banking
Experience
Western Alliance Bank January 2013 - Present
MidFirst Bank March 2011 - January 2013
Bank of Arizona August 2004 - April 2011
California Bank & Trust October 2001 - August 2004
Skills
Risk Management, Sales, Commercial Lending, Commercial Banking, Loans, Credit, Financial Analysis, Commercial Real Estate, Portfolio Management, Sales Management, New Business Development, Banking, Credit Analysis, Loan Origination, Underwriting, Investments, Mortgage Lending, Real Estate, Small Business Lending, Treasury Management
Education
Arizona State University
Bachelor of Science, Accounting
University of Arizona
Western Alliance Bank January 2013 - Present
MidFirst Bank March 2011 - January 2013
Bank of Arizona August 2004 - April 2011
California Bank & Trust October 2001 - August 2004
Skills
Risk Management, Sales, Commercial Lending, Commercial Banking, Loans, Credit, Financial Analysis, Commercial Real Estate, Portfolio Management, Sales Management, New Business Development, Banking, Credit Analysis, Loan Origination, Underwriting, Investments, Mortgage Lending, Real Estate, Small Business Lending, Treasury Management
Education
Arizona State University
Bachelor of Science, Accounting
University of Arizona
Chuck Rigsbee's California Bank & Trust Experience March 2012 - Present
Job Senior Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2012 - Present
Skills
Commercial Banking, Small Business Lending, Loans, Banking, Credit, Portfolio Management, Customer Service, Credit Analysis, Commercial Lending, Financial Analysis
Education
University of Washington 1985 — 1986
Banking, Pacifc Coast Banking School
California State University, Fresno 1969 — 1974
BS, Business Admin
California Bank & Trust March 2012 - Present
Skills
Commercial Banking, Small Business Lending, Loans, Banking, Credit, Portfolio Management, Customer Service, Credit Analysis, Commercial Lending, Financial Analysis
Education
University of Washington 1985 — 1986
Banking, Pacifc Coast Banking School
California State University, Fresno 1969 — 1974
BS, Business Admin
Stephen Meade's California Bank & Trust Experience August 2002 - August 2012
Job Senior Commercial Relationship Manager
Industry Banking
Experience
Fremont Bank May 2015 - Present
Fremont Bank 2015 - 2015
Fremont Bank 2015 - 2015
Valley Community Bank August 2012 - June 2014
California Bank & Trust August 2002 - August 2012
Wells Fargo 2005 - 2006
Citibank January 1997 - August 2002
Skills
Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Banking, Credit Analysis, Loans, Cross-functional Team..., Credit, Portfolio Management, Lines Of Credit, Consumer Lending, SBA, Asset Based Lending, Retail Banking, Commercial Mortgages
Education
California State University, Fresno
Bachelor of Applied Science (B.A.Sc.), Finance, General
Fremont Bank May 2015 - Present
Fremont Bank 2015 - 2015
Fremont Bank 2015 - 2015
Valley Community Bank August 2012 - June 2014
California Bank & Trust August 2002 - August 2012
Wells Fargo 2005 - 2006
Citibank January 1997 - August 2002
Skills
Commercial Lending, Financial Analysis, Small Business Lending, Commercial Banking, Banking, Credit Analysis, Loans, Cross-functional Team..., Credit, Portfolio Management, Lines Of Credit, Consumer Lending, SBA, Asset Based Lending, Retail Banking, Commercial Mortgages
Education
California State University, Fresno
Bachelor of Applied Science (B.A.Sc.), Finance, General
Tul Sayim's California Bank & Trust Experience February 2009 - Present
Job Commercial Banking at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 2009 - Present
Alliance bank May 2006 - February 2009
Bank Leumi, USA May 1997 - May 2006
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Portfolio Management, Loans, Credit
Education
Boğaziçi University 1979 — 1984
BA, Economics
California Bank & Trust February 2009 - Present
Alliance bank May 2006 - February 2009
Bank Leumi, USA May 1997 - May 2006
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Portfolio Management, Loans, Credit
Education
Boğaziçi University 1979 — 1984
BA, Economics
Manuel Perez, Jr.'s California Bank & Trust Experience 2013 - 2015
Job Equipment Finance Manager S.F. Bay Area SacramentoFresno at Zions Credit Corporation
Industry Financial Services
Experience
Equipment Financing November 2003 - Present
California Bank & Trust 2013 - 2015
California Bank & Trust 2013 - 2015
JPMorgan Chase & Co. 2011 - 2012
Skills
Sales, Selling, New Business Development, Loans, Sales Management, Account Management, Finance, Contract Negotiation, Credit, Customer Service, Commercial Lending, Business Development, Marketing, Management, Credit Analysis
Education
California State University-Chico 1999 — 2007
BA, Communication Design
Berkeley High School
Berkeley High School!!!
Berkeley High School!!!
Equipment Financing November 2003 - Present
California Bank & Trust 2013 - 2015
California Bank & Trust 2013 - 2015
JPMorgan Chase & Co. 2011 - 2012
Skills
Sales, Selling, New Business Development, Loans, Sales Management, Account Management, Finance, Contract Negotiation, Credit, Customer Service, Commercial Lending, Business Development, Marketing, Management, Credit Analysis
Education
California State University-Chico 1999 — 2007
BA, Communication Design
Berkeley High School
Berkeley High School!!!
Berkeley High School!!!
Ted Biggs's California Bank & Trust Experience 1999 - 2001
Job SVP & Small Business Western Divison Manager at US Bank
Industry Financial Services
Experience
US Bank August 2005 - Present
U.S. Bank 2001 - Present
California Bank & Trust 1999 - 2001
Sumitomo Bank of California 1995 - 1998
Citibank 1993 - 1994
Wells Fargo 1986 - 1992
Crocker Bank 1977 - 1986
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit, Mortgage Lending, Banking, Portfolio Management, Financial Analysis, Small Business Lending, Risk Management, Treasury Management, Cash Management, Underwriting, Investments, Relationship Management, Wealth Management, Lines Of Credit, Retail Banking, Loan Origination
Education
University of Virginia 2004 — 2007
Banking School
Santa Clara University 1979 — 1981
MBA, Finance
Brigham Young University 1970 — 1975
BS, Finance
US Bank August 2005 - Present
U.S. Bank 2001 - Present
California Bank & Trust 1999 - 2001
Sumitomo Bank of California 1995 - 1998
Citibank 1993 - 1994
Wells Fargo 1986 - 1992
Crocker Bank 1977 - 1986
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit, Mortgage Lending, Banking, Portfolio Management, Financial Analysis, Small Business Lending, Risk Management, Treasury Management, Cash Management, Underwriting, Investments, Relationship Management, Wealth Management, Lines Of Credit, Retail Banking, Loan Origination
Education
University of Virginia 2004 — 2007
Banking School
Santa Clara University 1979 — 1981
MBA, Finance
Brigham Young University 1970 — 1975
BS, Finance
Linda Mathias - Gonshak's California Bank & Trust Experience September 2008 - July 2010
Job Business Banking Officer at California Bank & Trust
Industry Banking
Experience
PawnIt on Broadway March 2013 - Present
California Bank & Trust September 2008 - July 2010
Marshall & Ilsley Bank November 1982 - February 1997
Education
Arizona State University 1969 — 1972
Business
Saguaro
PawnIt on Broadway March 2013 - Present
California Bank & Trust September 2008 - July 2010
Marshall & Ilsley Bank November 1982 - February 1997
Education
Arizona State University 1969 — 1972
Business
Saguaro
Bob Hulterstrom's California Bank & Trust Experience First Vice PresidentSan DIego Trust & Savings Bank1987 - 1994
Job SVP at California Bank & Trust
Industry Banking
Experience
California Bank & Trust First Vice PresidentSan DIego Trust & Savings Bank1987 - 1994
Education
San Diego State University-California State University 1981 — 1982
MBA, Finance
Brigham Young University 1975 — 1981
BS, Accounting, Spanish
California Bank & Trust First Vice PresidentSan DIego Trust & Savings Bank1987 - 1994
Education
San Diego State University-California State University 1981 — 1982
MBA, Finance
Brigham Young University 1975 — 1981
BS, Accounting, Spanish
Shahab Tabatabai's California Bank & Trust Experience April 2011 - March 2012
Job Experience Business Strategic Planner, Manager, Leader, Entreprenuer, and Real Estate Professional
Industry Banking
Experience
BTO America Limited dba KingsBottle July 2013 - Present
Shahab Tabatabai, Broker January 2012 - Present
California Bank & Trust April 2011 - March 2012
Union Bank February 2009 - April 2011
Clear Mobile July 2006 - July 2008
iPCS Wireless July 2001 - June 2006
Skills
Banking, Finance, Loans, Credit, Investments, Business Development, Management, Budgets, Portfolio Management, Sales, Training, Analysis, Strategic Planning, Real Estate
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BTO America Limited dba KingsBottle July 2013 - Present
Shahab Tabatabai, Broker January 2012 - Present
California Bank & Trust April 2011 - March 2012
Union Bank February 2009 - April 2011
Clear Mobile July 2006 - July 2008
iPCS Wireless July 2001 - June 2006
Skills
Banking, Finance, Loans, Credit, Investments, Business Development, Management, Budgets, Portfolio Management, Sales, Training, Analysis, Strategic Planning, Real Estate
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Cindy Blum's California Bank & Trust Experience May 2000 - September 2007
Job Retired
Industry Banking
Experience
Amegy Bank October 2007 - August 2014
California Bank & Trust May 2000 - September 2007
Skills
Certified Project..., Business Analysis, Risk Management, Vendor Management, Process Improvement, Visio, Project Management, SharePoint, Change Management, Business Process..., Project Portfolio..., Business Requirements, Business Process, Requirements Gathering, Business Intelligence
Education
California State University-Hayward 1980 — 1982
Bachelor of Science, Business Administration - Marketing Management
Los Medanos College 1979 — 1980
Associate, Liberal Arts
Amegy Bank October 2007 - August 2014
California Bank & Trust May 2000 - September 2007
Skills
Certified Project..., Business Analysis, Risk Management, Vendor Management, Process Improvement, Visio, Project Management, SharePoint, Change Management, Business Process..., Project Portfolio..., Business Requirements, Business Process, Requirements Gathering, Business Intelligence
Education
California State University-Hayward 1980 — 1982
Bachelor of Science, Business Administration - Marketing Management
Los Medanos College 1979 — 1980
Associate, Liberal Arts
Jim Tustison's California Bank & Trust Experience 1997 - 2000
Job VP at Zions First National Bank
Industry Banking
Experience
Zions First National Bank August 2000 - Present
California Bank & Trust 1997 - 2000
Regency Bank 1995 - 1997
Skills
Banking, Commercial Banking, Sales Management, Customer Relations, Credit, Commercial Lending, Financial Risk, Loans, Credit Analysis, Consumer Lending, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Underwriting, Treasury Management, SBA, Relationship Management
Education
Brigham Young University 1969 — 1973
BS, Agricultural Economics
Pacific Coast Banking School
Zions First National Bank August 2000 - Present
California Bank & Trust 1997 - 2000
Regency Bank 1995 - 1997
Skills
Banking, Commercial Banking, Sales Management, Customer Relations, Credit, Commercial Lending, Financial Risk, Loans, Credit Analysis, Consumer Lending, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Underwriting, Treasury Management, SBA, Relationship Management
Education
Brigham Young University 1969 — 1973
BS, Agricultural Economics
Pacific Coast Banking School
Andrew Tagg's California Bank & Trust Experience July 2015 - Present
Job Vice President / Branch Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2015 - Present
Bank of the West June 2001 - June 2015
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Retail Banking, Credit Analysis, Banking, Credit, Loans, Lines Of Credit, Sales, Management, Mortgage Lending, Treasury Management, Cash Management, Portfolio Management, Loan Origination
Education
California State University-Chico
Bachelor of Arts, Economics
Graduate School of Retail Bank Management
California Bank & Trust July 2015 - Present
Bank of the West June 2001 - June 2015
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Retail Banking, Credit Analysis, Banking, Credit, Loans, Lines Of Credit, Sales, Management, Mortgage Lending, Treasury Management, Cash Management, Portfolio Management, Loan Origination
Education
California State University-Chico
Bachelor of Arts, Economics
Graduate School of Retail Bank Management
Grant Haymond's California Bank & Trust Experience January 2014 - Present
Job Senior Credit Analyst at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust January 2014 - Present
Union Bank September 2012 - December 2013
Union Bank April 2010 - September 2012
US Capital Equipment Leasing, Inc. October 2009 - April 2010
Skills
Commercial Banking, Financial Analysis, Financial Modeling, Loans, Strategic Financial..., Valuation, Investments, Commercial Lending, Portfolio Management, Credit Risk, Finance, Corporate Finance, Banking, Credit Analysis
Education
Union Bank Commercial Credit Training Program 2012 — 2013
California Polytechnic State University-San Luis Obispo 2005 — 2009
Finance, Business
California Bank & Trust January 2014 - Present
Union Bank September 2012 - December 2013
Union Bank April 2010 - September 2012
US Capital Equipment Leasing, Inc. October 2009 - April 2010
Skills
Commercial Banking, Financial Analysis, Financial Modeling, Loans, Strategic Financial..., Valuation, Investments, Commercial Lending, Portfolio Management, Credit Risk, Finance, Corporate Finance, Banking, Credit Analysis
Education
Union Bank Commercial Credit Training Program 2012 — 2013
California Polytechnic State University-San Luis Obispo 2005 — 2009
Finance, Business
Deborah Lavin's California Bank & Trust Experience 2002 - 2007
Job Commercial Loan Underwriter at First Citizens Bank
Industry Banking
Experience
First Citizens Bank December 2010 - Present
Pathfinder Point, Inc September 2008 - January 2009
California Bank & Trust 2002 - 2007
Tokai Bank of CA 1998 - 2001
Sanwa Bank 1993 - 1995
Bank of America 1982 - 1992
Skills
Loans, Small Business Lending, Credit Analysis, Commercial Lending, Credit, Lines Of Credit, Commercial Banking, Underwriting, Asset Based Lending, Real Estate, Commercial Mortgages
Education
University of Southern California 1980 — 1982
MBA, Finance
Brigham Young University 1973 — 1976
BA, Communications
First Citizens Bank December 2010 - Present
Pathfinder Point, Inc September 2008 - January 2009
California Bank & Trust 2002 - 2007
Tokai Bank of CA 1998 - 2001
Sanwa Bank 1993 - 1995
Bank of America 1982 - 1992
Skills
Loans, Small Business Lending, Credit Analysis, Commercial Lending, Credit, Lines Of Credit, Commercial Banking, Underwriting, Asset Based Lending, Real Estate, Commercial Mortgages
Education
University of Southern California 1980 — 1982
MBA, Finance
Brigham Young University 1973 — 1976
BA, Communications
Adey Tesfaye's California Bank & Trust Experience February 2012 - April 2015
Job Senior Community Development Manager for West Coast and Florida at International Financial Institution
Industry Banking
Experience
International Financial Institution April 2015 - Present
California Bank & Trust February 2012 - April 2015
Zions Bank 2000 - 2013
California Bank & Trust June 2000 - July 2010
california bank and trust 2000 - 2009
Skills
Loans, Commercial Lending, Credit, Commercial Banking, Banking, Real Estate Economics, Small Business Lending, Investments, Financial Analysis
Education
California State University-Dominguez Hills 1994 — 2000
B.A>, Mathematical Economics
International Financial Institution April 2015 - Present
California Bank & Trust February 2012 - April 2015
Zions Bank 2000 - 2013
California Bank & Trust June 2000 - July 2010
california bank and trust 2000 - 2009
Skills
Loans, Commercial Lending, Credit, Commercial Banking, Banking, Real Estate Economics, Small Business Lending, Investments, Financial Analysis
Education
California State University-Dominguez Hills 1994 — 2000
B.A>, Mathematical Economics
Kim Pokuta-Ramirez's California Bank & Trust Experience January 2011 - November 2012
Job Vice PresidentSenior Client Manager at Bank of America
Industry Banking
Experience
Bank of America November 2012 - Present
California Bank & Trust January 2011 - November 2012
U.S. Bank January 2009 - January 2011
Citizens Business Bank January 2007 - January 2009
JPMorgan Chase January 1994 - January 2007
Wells Fargo Bank January 1990 - January 1994
Skills
Management, Outside Sales, Marketing, Financial Analysis, Consultants, Credit, Leadership, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Research, New Business Development, Non-profits, Social Networking, Problem Solving, Strategic Planning, Pricing, Recruiting, Underwriting, Training, Coaching, SBA 504, Business Loans, Negotiation, Commercial Banking, Commercial Mortgages, Nonprofits, Sales
Education
California State University-Fullerton 1987 — 1992
Bachelor of Arts, Business Administration/Finance
Bank of America November 2012 - Present
California Bank & Trust January 2011 - November 2012
U.S. Bank January 2009 - January 2011
Citizens Business Bank January 2007 - January 2009
JPMorgan Chase January 1994 - January 2007
Wells Fargo Bank January 1990 - January 1994
Skills
Management, Outside Sales, Marketing, Financial Analysis, Consultants, Credit, Leadership, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Research, New Business Development, Non-profits, Social Networking, Problem Solving, Strategic Planning, Pricing, Recruiting, Underwriting, Training, Coaching, SBA 504, Business Loans, Negotiation, Commercial Banking, Commercial Mortgages, Nonprofits, Sales
Education
California State University-Fullerton 1987 — 1992
Bachelor of Arts, Business Administration/Finance
Adam Coggshall's California Bank & Trust Experience January 2012 - April 2014
Job Commercial Real Estate Credit Manager at Mission Fed
Industry Financial Services
Experience
Mission Federal Credit Union April 2014 - Present
California Bank & Trust January 2012 - April 2014
Chartis November 2008 - January 2011
Wells Fargo Bank August 2006 - November 2009
Skills
Credit, Credit Analysis, Financial Analysis, Finance, Accounting, Real Estate, Banking, Underwriting, Loans, Commercial Lending, Credit Risk, Financial Risk, Risk Management, Investments, Sales, Lines Of Credit, Portfolio Management, Customer Service, Management
Education
Point Loma Nazarene University 2009 — 2012
Masters Degree, Business Administration
California State University-Long Beach 2003 — 2006
Bachelors, Business Economics
Mission Federal Credit Union April 2014 - Present
California Bank & Trust January 2012 - April 2014
Chartis November 2008 - January 2011
Wells Fargo Bank August 2006 - November 2009
Skills
Credit, Credit Analysis, Financial Analysis, Finance, Accounting, Real Estate, Banking, Underwriting, Loans, Commercial Lending, Credit Risk, Financial Risk, Risk Management, Investments, Sales, Lines Of Credit, Portfolio Management, Customer Service, Management
Education
Point Loma Nazarene University 2009 — 2012
Masters Degree, Business Administration
California State University-Long Beach 2003 — 2006
Bachelors, Business Economics
Ash Abdelaaty's California Bank & Trust Experience October 2012 - Present
Job Senior Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust October 2012 - Present
Comerica Bank January 2000 - October 2012
Union Bank 1993 - 2000
Wells Fargo 1992 - 1993
Bank of California 1989 - 1991
Bank of America 1981 - 1989
Skills
Commercial Lending, Middle Market, Small Business Lending, Commercial Banking, Asset Based Lending, Cash Flow Lending, Loans, Lines Of Credit, Credit Analysis, Consumer Lending, Credit, SBA, Banking, Treasury Management, SBA 504, Commercial Mortgages, Treasury Services, Portfolio Management, Underwriting, Credit Risk, Mortgage Lending
Education
California Sate University, Los Angeles 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
California State Polytechnic University-Pomona 1981 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services
California Bank & Trust October 2012 - Present
Comerica Bank January 2000 - October 2012
Union Bank 1993 - 2000
Wells Fargo 1992 - 1993
Bank of California 1989 - 1991
Bank of America 1981 - 1989
Skills
Commercial Lending, Middle Market, Small Business Lending, Commercial Banking, Asset Based Lending, Cash Flow Lending, Loans, Lines Of Credit, Credit Analysis, Consumer Lending, Credit, SBA, Banking, Treasury Management, SBA 504, Commercial Mortgages, Treasury Services, Portfolio Management, Underwriting, Credit Risk, Mortgage Lending
Education
California Sate University, Los Angeles 1990 — 1992
Master of Business Administration (MBA), Business Administration and Management, General
California State Polytechnic University-Pomona 1981 — 1986
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Pian Lau's California Bank & Trust Experience January 1998 - July 2002
Job Controller at OCWMG
Industry Hospital & Health Care
Experience
OCWMG 2008 - Present
Bristol Park Medical Group 2004 - 2007
F. Michael Stone, An Accountancy Corp August 2003 - August 2004
California Bank & Trust January 1998 - July 2002
Skills
Financial Accounting, Financial Analysis, Microsoft Excel, Budgets, Accounting, Cash Management, Forecasting, Tax, Strategic Financial..., General Ledger, GAAP, Variance Analysis, Cash Flow, Financial Reporting, Account Reconciliation, Managerial Finance, Revenue Recognition, Accounts Receivable, Accounts Payable, Fixed Assets, QuickBooks, Financial Statements, Payroll, Microsoft Word, Journal Entries, Outlook, Cash Flow Forecasting, Microsoft Office, Accruals
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2002
BA, Accounting
OCWMG 2008 - Present
Bristol Park Medical Group 2004 - 2007
F. Michael Stone, An Accountancy Corp August 2003 - August 2004
California Bank & Trust January 1998 - July 2002
Skills
Financial Accounting, Financial Analysis, Microsoft Excel, Budgets, Accounting, Cash Management, Forecasting, Tax, Strategic Financial..., General Ledger, GAAP, Variance Analysis, Cash Flow, Financial Reporting, Account Reconciliation, Managerial Finance, Revenue Recognition, Accounts Receivable, Accounts Payable, Fixed Assets, QuickBooks, Financial Statements, Payroll, Microsoft Word, Journal Entries, Outlook, Cash Flow Forecasting, Microsoft Office, Accruals
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2002
BA, Accounting
Matthew Romag's California Bank & Trust Experience November 2009 - Present
Job General Agent at American Income Life
Industry Insurance
Experience
California Bank & Trust November 2009 - Present
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Business Admin - Accounting
California Bank & Trust November 2009 - Present
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Business Admin - Accounting
Andrew Fain's California Bank & Trust Experience September 1996 - Present
Job Vice President Business Development at California Bank & Trust & Science Writer
Industry Banking
Experience
California Bank & Trust September 1996 - Present
Geneva Corporation January 1990 - February 1995
Dial America Marketing August 1983 - September 1988
Skills
Telephone Skills, Writing, Public Speaking, New Business Development, Strategic Planning, Troubleshooting, Proposal Writing, Analysis, Team Building, Commercial Banking, Loans, Commercial Lending, Team Leadership, Leadership, Program Management, Training, Credit, Portfolio Management, Sales, Small Business, Credit Analysis, Risk Management, Banking, Lines Of Credit, Marketing, Selling, Financial Analysis, SBA, Asset Based Lending, Business Development, Small Business Lending
Education
Bradley University
BA, Business
Staples High School
California Bank & Trust September 1996 - Present
Geneva Corporation January 1990 - February 1995
Dial America Marketing August 1983 - September 1988
Skills
Telephone Skills, Writing, Public Speaking, New Business Development, Strategic Planning, Troubleshooting, Proposal Writing, Analysis, Team Building, Commercial Banking, Loans, Commercial Lending, Team Leadership, Leadership, Program Management, Training, Credit, Portfolio Management, Sales, Small Business, Credit Analysis, Risk Management, Banking, Lines Of Credit, Marketing, Selling, Financial Analysis, SBA, Asset Based Lending, Business Development, Small Business Lending
Education
Bradley University
BA, Business
Staples High School
Sherin Yassin's California Bank & Trust Experience 1999 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Insurance 2013 - Present
United Nations Development Program, Climate Change Risk Management March 2010 - March 2013
California Bank & Trust 1999 - 2005
Imperial Bank 1991 - 1999
Skills
Financial Analysis, Accounting, Budgets, Management, Customer Service, Business Strategy, Microsoft Excel, Strategic Planning, Team Building
Education
Alexandria University 1982 — 1988
BA, Information Sciences, General
E.G.C. 1970 — 1982
High School, Physical Sciences
Insurance 2013 - Present
United Nations Development Program, Climate Change Risk Management March 2010 - March 2013
California Bank & Trust 1999 - 2005
Imperial Bank 1991 - 1999
Skills
Financial Analysis, Accounting, Budgets, Management, Customer Service, Business Strategy, Microsoft Excel, Strategic Planning, Team Building
Education
Alexandria University 1982 — 1988
BA, Information Sciences, General
E.G.C. 1970 — 1982
High School, Physical Sciences
Sanat Patel's California Bank & Trust Experience March 2000 - April 2001
Job Managing Partner
Industry Financial Services
Experience
AVANA Capital March 2005 - Present
JP Morgan Chase April 2001 - March 2005
California Bank & Trust March 2000 - April 2001
Citibank 1993 - 2000
Skills
Real Estate, Loans, Loan Origination, Small Business Lending, Credit, Commercial Lending, Mortgage Lending, Credit Analysis, Commercial Mortgages, Commercial Banking, Banking, Capital Markets, Syndications, Finance, Portfolio Management, Underwriting, Structured Finance, Financial Analysis, Refinance, Valuation, Risk Management, Private Banking, Financial Structuring, Real Estate Economics, Private Equity, Real Estate Financing, Mortgage Banking, Investments, Commercial Real Estate, Financial Risk, Funding, Treasury Management
Education
Pacific Coast Banking School 2006 — 2008
Graduate - Banking School, Banking and Financial Support Services
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1989
Bachelor of Arts, Management Science, Finance & Minor in Economics
Rugby School 1982 — 1985
"O" Levels, General
AVANA Capital March 2005 - Present
JP Morgan Chase April 2001 - March 2005
California Bank & Trust March 2000 - April 2001
Citibank 1993 - 2000
Skills
Real Estate, Loans, Loan Origination, Small Business Lending, Credit, Commercial Lending, Mortgage Lending, Credit Analysis, Commercial Mortgages, Commercial Banking, Banking, Capital Markets, Syndications, Finance, Portfolio Management, Underwriting, Structured Finance, Financial Analysis, Refinance, Valuation, Risk Management, Private Banking, Financial Structuring, Real Estate Economics, Private Equity, Real Estate Financing, Mortgage Banking, Investments, Commercial Real Estate, Financial Risk, Funding, Treasury Management
Education
Pacific Coast Banking School 2006 — 2008
Graduate - Banking School, Banking and Financial Support Services
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1989
Bachelor of Arts, Management Science, Finance & Minor in Economics
Rugby School 1982 — 1985
"O" Levels, General
Chisato Molina's California Bank & Trust Experience January 1999 - December 2013
Job Therapist at Jounrney Coaching & Counseling
Industry Mental Health Care
Experience
Journey Coaching & Counseling August 2010 - Present
California Bank & Trust January 1999 - December 2013
Harbor Area Counseling Services, Inc. August 2008 - July 2010
Skills
Psychology, Family Therapy, Counseling Psychology, Mental Health, Public Speaking, Treatment, Psychotherapy
Education
California Southern University 2011 — 2015
Doctor, Psychology
California State University
M.S., Marital Family Therapy
California State University
B.A., Behavioral Science
Journey Coaching & Counseling August 2010 - Present
California Bank & Trust January 1999 - December 2013
Harbor Area Counseling Services, Inc. August 2008 - July 2010
Skills
Psychology, Family Therapy, Counseling Psychology, Mental Health, Public Speaking, Treatment, Psychotherapy
Education
California Southern University 2011 — 2015
Doctor, Psychology
California State University
M.S., Marital Family Therapy
California State University
B.A., Behavioral Science
Daniel Durham's California Bank & Trust Experience April 2011 - August 2012
Job Owner at Dan "The Man" Haul Away
Industry Facilities Services
Experience
Dan "The Man" Haul Away October 2012 - Present
LPL Financial (Proven, Inc.) August 2012 - October 2012
California Bank & Trust April 2011 - August 2012
CALIFORNIA COMMUNITY BANK April 2010 - April 2011
LPL Financial July 2009 - November 2009
Pacific Western Bank April 2005 - February 2008
ProfitLine September 2004 - February 2005
Navy Federal Credit Union December 2002 - June 2004
Union Bank August 2001 - February 2002
Skills
Customer Service, Outlook, Banking, Excel, Direct Sales, Sales, Banking Operations, Finance, Microsoft Excel, Time Management, Customer Satisfaction
Education
Ashford University 2011 — 2012
Bachelors of Science, Business Management
University of Phoenix 2007 — 2011
Business Management, Associate of Science in Business Management
Dan "The Man" Haul Away October 2012 - Present
LPL Financial (Proven, Inc.) August 2012 - October 2012
California Bank & Trust April 2011 - August 2012
CALIFORNIA COMMUNITY BANK April 2010 - April 2011
LPL Financial July 2009 - November 2009
Pacific Western Bank April 2005 - February 2008
ProfitLine September 2004 - February 2005
Navy Federal Credit Union December 2002 - June 2004
Union Bank August 2001 - February 2002
Skills
Customer Service, Outlook, Banking, Excel, Direct Sales, Sales, Banking Operations, Finance, Microsoft Excel, Time Management, Customer Satisfaction
Education
Ashford University 2011 — 2012
Bachelors of Science, Business Management
University of Phoenix 2007 — 2011
Business Management, Associate of Science in Business Management
David G. Morris's California Bank & Trust Experience July 2015 - Present
Job VP Special Assets (C&I) at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2015 - Present
East West Bank 2009 - 2014
RaboBank 2006 - 2009
Members Business Services LLC (Arrowhead Credit Union) 2001 - 2006
FDIC 1983 - 1991
Skills
Commercial Lending, Credit, Loans, Banking, Credit Analysis, loan restructuring, Liquidations, Receiverships, Mediation, Bankruptcy, Lines Of Credit, Asset Based Lending, Forecasting, Collection Agencies, Negotiation, Debt Settlement, Settlement Agreements, Charge Offs, Commercial Litigation, Credit Risk, Commercial Banking, Small Business Lending, Commercial Mortgages, Finance, Financial Analysis, Underwriting, Financial Risk, Management, Risk Management, Portfolio Management, Restructuring, Due Diligence, Consumer Lending, Cash Management, Mortgage Lending, Liquidation, Financial Structuring, Leadership, Commercial Real Estate, Analysis, Loan Servicing
Education
National Louis University 1995 — 1996
Bachelor's Degree, Business Administration and Management, General, 3.8 GPA
Bradley University
Business Administration - Finance
California Bank & Trust July 2015 - Present
East West Bank 2009 - 2014
RaboBank 2006 - 2009
Members Business Services LLC (Arrowhead Credit Union) 2001 - 2006
FDIC 1983 - 1991
Skills
Commercial Lending, Credit, Loans, Banking, Credit Analysis, loan restructuring, Liquidations, Receiverships, Mediation, Bankruptcy, Lines Of Credit, Asset Based Lending, Forecasting, Collection Agencies, Negotiation, Debt Settlement, Settlement Agreements, Charge Offs, Commercial Litigation, Credit Risk, Commercial Banking, Small Business Lending, Commercial Mortgages, Finance, Financial Analysis, Underwriting, Financial Risk, Management, Risk Management, Portfolio Management, Restructuring, Due Diligence, Consumer Lending, Cash Management, Mortgage Lending, Liquidation, Financial Structuring, Leadership, Commercial Real Estate, Analysis, Loan Servicing
Education
National Louis University 1995 — 1996
Bachelor's Degree, Business Administration and Management, General, 3.8 GPA
Bradley University
Business Administration - Finance
Regina Curtis's California Bank & Trust Experience 2006 - 2010
Job Vice President, Commercial Real Estate Lender at Alliance Bank of Arizona
Industry Banking
Experience
Alliance Bank of Arizona January 2014 - Present
Alliance Bank of Arizona May 2010 - December 2013
California Bank & Trust 2006 - 2010
Integrity Capital Partners, LLC 2005 - 2007
Skills
Banking, Credit, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Portfolio Management, Financial Analysis, Credit Risk, Underwriting, Real Estate, Loan Origination, Commercial Mortgages, Finance, Refinance, Commercial Real Estate
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
Bachelor of Science (BS), Business Management
Alliance Bank of Arizona January 2014 - Present
Alliance Bank of Arizona May 2010 - December 2013
California Bank & Trust 2006 - 2010
Integrity Capital Partners, LLC 2005 - 2007
Skills
Banking, Credit, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Portfolio Management, Financial Analysis, Credit Risk, Underwriting, Real Estate, Loan Origination, Commercial Mortgages, Finance, Refinance, Commercial Real Estate
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
Bachelor of Science (BS), Business Management
Charlie Thiot's California Bank & Trust Experience July 2013 - November 2013
Job Bank of Sacramento, a division of AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank July 2015 - Present
Farmers & Merchants Bank of Central California November 2014 - July 2015
Farmers & Merchants Bank of Central California December 2013 - November 2014
California Bank & Trust July 2013 - November 2013
California Bank & Trust September 2012 - June 2013
California Bank & Trust January 2011 - September 2012
First Northern Bank January 2007 - December 2010
Skills
Commercial Mortgages, Loans, Banking, Lines Of Credit, Credit, Small Business Lending, Financial Analysis, Commercial Banking, Credit Analysis, Commercial Lending, Underwriting, Consumer Lending, Mortgage Lending, Portfolio Management
Education
Brigham Young University - Idaho
Business Management - Finance
AmericanWest Bank July 2015 - Present
Farmers & Merchants Bank of Central California November 2014 - July 2015
Farmers & Merchants Bank of Central California December 2013 - November 2014
California Bank & Trust July 2013 - November 2013
California Bank & Trust September 2012 - June 2013
California Bank & Trust January 2011 - September 2012
First Northern Bank January 2007 - December 2010
Skills
Commercial Mortgages, Loans, Banking, Lines Of Credit, Credit, Small Business Lending, Financial Analysis, Commercial Banking, Credit Analysis, Commercial Lending, Underwriting, Consumer Lending, Mortgage Lending, Portfolio Management
Education
Brigham Young University - Idaho
Business Management - Finance
Ann Rego's California Bank & Trust Experience May 2000 - April 2011
Job Analyst at Salt River Project
Industry Information Technology and Services
Experience
Salt River Project July 2011 - Present
Custom Database Designs April 2011 - July 2012
California Bank & Trust May 2000 - April 2011
Boeing Helicopter Systems June 1999 - April 2000
Arizona State University August 1994 - May 1999
Skills
Access, Excel, General Ledger, VBA, Databases, PowerPoint, Database Administration, Data Analysis, SQL Server, SQL
Education
Arizona State University
Master's Degree, Business administration
Arizona State University
Bachelor's Degree, Biochemistry
Salt River Project July 2011 - Present
Custom Database Designs April 2011 - July 2012
California Bank & Trust May 2000 - April 2011
Boeing Helicopter Systems June 1999 - April 2000
Arizona State University August 1994 - May 1999
Skills
Access, Excel, General Ledger, VBA, Databases, PowerPoint, Database Administration, Data Analysis, SQL Server, SQL
Education
Arizona State University
Master's Degree, Business administration
Arizona State University
Bachelor's Degree, Biochemistry
Tao Lau's California Bank & Trust Experience October 2010 - Present
Job Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust October 2010 - Present
Skills
Banking, Management, Operations Management, Business Relationship..., Collaborative Problem...
Education
California State University-Fullerton
Bachelors, Business Administration
California Bank & Trust October 2010 - Present
Skills
Banking, Management, Operations Management, Business Relationship..., Collaborative Problem...
Education
California State University-Fullerton
Bachelors, Business Administration
Lataisha Ford's California Bank & Trust Experience 1999 - 2005
Job EBanking Specialist at Manufacturers Bank, Real Estate Investor
Industry Banking
Experience
Manufacturers Bank August 2007 - Present
California Bank & Trust 1999 - 2005
Skills
Customer Service, Strategic Planning, Coaching, Creative Real Estate..., Wholesale Real Estate
Education
CSUDH
Political Science and Government
Manufacturers Bank August 2007 - Present
California Bank & Trust 1999 - 2005
Skills
Customer Service, Strategic Planning, Coaching, Creative Real Estate..., Wholesale Real Estate
Education
CSUDH
Political Science and Government
Shari Halagan's California Bank & Trust Experience April 2000 - January 2011
Job
Industry Banking
Experience
National Bank of Arizona January 2011 - Present
California Bank & Trust April 2000 - January 2011
Bank One August 1998 - March 2000
Bank One October 1994 - July 1998
Skills
Credit, Loans, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Loan Origination, Finance
Education
Arizona State University
National Bank of Arizona January 2011 - Present
California Bank & Trust April 2000 - January 2011
Bank One August 1998 - March 2000
Bank One October 1994 - July 1998
Skills
Credit, Loans, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Loan Origination, Finance
Education
Arizona State University
Jennifer Silva-Reis's California Bank & Trust Experience December 2007 - December 2008
Job Staff Accountant at San Diego Center for Children
Industry Nonprofit Organization Management
Experience
San Diego Center for Children October 2014 - Present
San Diego Center for Children December 2013 - October 2014
ViTRO October 2012 - December 2013
Regents Bank December 2008 - October 2012
Liz Beck Events April 2010 - October 2010
California Bank & Trust December 2007 - December 2008
Skills
Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Loans, Credit, Social Media, PowerPoint, Commercial Banking, Commercial Lending, Microsoft Word, Outlook, Management, Finance
Education
Arizona State University 2005 — 2007
B.A. Journalism
California State University-Long Beach 2002 — 2003
University of San Diego High School 1998 — 2002
Saint Charles Borromeo Academy
San Diego Center for Children October 2014 - Present
San Diego Center for Children December 2013 - October 2014
ViTRO October 2012 - December 2013
Regents Bank December 2008 - October 2012
Liz Beck Events April 2010 - October 2010
California Bank & Trust December 2007 - December 2008
Skills
Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Loans, Credit, Social Media, PowerPoint, Commercial Banking, Commercial Lending, Microsoft Word, Outlook, Management, Finance
Education
Arizona State University 2005 — 2007
B.A. Journalism
California State University-Long Beach 2002 — 2003
University of San Diego High School 1998 — 2002
Saint Charles Borromeo Academy
Hirotami Ogawa's California Bank & Trust Experience November 2011 - Present
Job VP & Commercial Banking Officer at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 2011 - Present
Union Bank December 1999 - February 2011
Skills
Banking, Bridge Loans, Business Development, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit Analysis, Cross-functional Team..., Financial Markets, Loans, Market Research, Financial Services, Treasury Management
Education
Nagoya City University 1971 — 1975
BA, Economics
California Bank & Trust November 2011 - Present
Union Bank December 1999 - February 2011
Skills
Banking, Bridge Loans, Business Development, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit Analysis, Cross-functional Team..., Financial Markets, Loans, Market Research, Financial Services, Treasury Management
Education
Nagoya City University 1971 — 1975
BA, Economics
Glenn Burton's California Bank & Trust Experience May 2011 - Present
Job Commercial Banker Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2011 - Present
Bank of America January 1999 - May 2011
Education
Bentley University 1994 — 1998
BS, Finance
California Bank & Trust May 2011 - Present
Bank of America January 1999 - May 2011
Education
Bentley University 1994 — 1998
BS, Finance
Franklin Roach, MBA's California Bank & Trust Experience August 2015 - Present
Job California Bank & Trust
Industry Banking
Experience
California Bank & Trust August 2015 - Present
Boston Private November 2013 - Present
Boston Private Bank March 2013 - November 2013
Dick's Sporting Goods April 2012 - March 2013
HRock Church July 2011 - September 2012
Miyachi Unitek July 2011 - October 2011
Target Corporation June 2010 - September 2010
Wescom Credit Union November 2005 - June 2009
Skills
Team Leadership, Customer Service, Culture Change, Team Building, Change Management, Organizational..., Mass Hiring, Sales Operations, Performance Management, Sales Management, Data Analysis, Leadership Development, Human Resources, Strategy, Microsoft Word, Public Speaking, Recruiting
Education
Azusa Pacific University 2013 — 2015
Master of Business Administration (MBA), Finance
Azusa Pacific University 2011 — 2012
Master of Arts, Business Management
California-State Polytechnic University
Bachelor of Science, Business, Management & Human Resources
California Bank & Trust August 2015 - Present
Boston Private November 2013 - Present
Boston Private Bank March 2013 - November 2013
Dick's Sporting Goods April 2012 - March 2013
HRock Church July 2011 - September 2012
Miyachi Unitek July 2011 - October 2011
Target Corporation June 2010 - September 2010
Wescom Credit Union November 2005 - June 2009
Skills
Team Leadership, Customer Service, Culture Change, Team Building, Change Management, Organizational..., Mass Hiring, Sales Operations, Performance Management, Sales Management, Data Analysis, Leadership Development, Human Resources, Strategy, Microsoft Word, Public Speaking, Recruiting
Education
Azusa Pacific University 2013 — 2015
Master of Business Administration (MBA), Finance
Azusa Pacific University 2011 — 2012
Master of Arts, Business Management
California-State Polytechnic University
Bachelor of Science, Business, Management & Human Resources
Jeff Raines's California Bank & Trust Experience September 2012 - Present
Job Bank Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2012 - Present
Umpqua Bank June 2010 - September 2012
Umpqua Bank March 2004 - April 2009
Union Bank 1996 - 2001
Skills
Commercial Banking, Commercial Lending, Loans, Lines Of Credit, Retail Banking, Credit, Mortgage Lending, Banking, Credit Analysis, Cash Flow Lending, Credit Risk, Loan Origination, Refinance, Cross Selling, Deposits, Asset Based Lending, Branch Management
Education
California State University-Hayward 1977 — 1980
California State University-Sacramento 1976 — 1977
Castro Valley High School 1973 — 1976
Diploma
California Bank & Trust September 2012 - Present
Umpqua Bank June 2010 - September 2012
Umpqua Bank March 2004 - April 2009
Union Bank 1996 - 2001
Skills
Commercial Banking, Commercial Lending, Loans, Lines Of Credit, Retail Banking, Credit, Mortgage Lending, Banking, Credit Analysis, Cash Flow Lending, Credit Risk, Loan Origination, Refinance, Cross Selling, Deposits, Asset Based Lending, Branch Management
Education
California State University-Hayward 1977 — 1980
California State University-Sacramento 1976 — 1977
Castro Valley High School 1973 — 1976
Diploma
Lance Hataye's California Bank & Trust Experience January 2015 - Present
Job Vice President & Manager Commercial and Business Banking Office at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust January 2015 - Present
Citi December 2001 - December 2014
Citi January 2003 - December 2006
Citi December 2001 - February 2003
Nippon Express USA February 1997 - December 1999
Skills
Loans, Small Business Lending, Team Leadership, Business Development, Negotiation, Vendor Management, Business Strategy, Commercial Banking, Credit, Strategic Planning, Commercial Lending, Banking, Consumer Lending, Loan Origination, Financial Services, Mortgage Lending, Credit Analysis, Sales Management, Commercial Mortgages, Finance, Portfolio Management, Relationship Management
Education
San Diego State University-California State University 1991 — 1994
Political Science and Government
CSUDH
Bachelor's degree, Political Science and Government/ Communications
California Bank & Trust January 2015 - Present
Citi December 2001 - December 2014
Citi January 2003 - December 2006
Citi December 2001 - February 2003
Nippon Express USA February 1997 - December 1999
Skills
Loans, Small Business Lending, Team Leadership, Business Development, Negotiation, Vendor Management, Business Strategy, Commercial Banking, Credit, Strategic Planning, Commercial Lending, Banking, Consumer Lending, Loan Origination, Financial Services, Mortgage Lending, Credit Analysis, Sales Management, Commercial Mortgages, Finance, Portfolio Management, Relationship Management
Education
San Diego State University-California State University 1991 — 1994
Political Science and Government
CSUDH
Bachelor's degree, Political Science and Government/ Communications
Vilma Coto-Ruiz's California Bank & Trust Experience April 2009 - Present
Job Special Assets/Commercial Loans at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2009 - Present
California Bank & Trust August 2005 - Present
Wells Fargo Financial Services May 1970 - June 2005
Skills
Commercial Lending, Banking, Credit, Credit Analysis, Retail Banking, Consumer Lending, Mortgage Lending
Education
San francisco Skill Center
Universidad Politécnica de El Salvador
California Bank & Trust April 2009 - Present
California Bank & Trust August 2005 - Present
Wells Fargo Financial Services May 1970 - June 2005
Skills
Commercial Lending, Banking, Credit, Credit Analysis, Retail Banking, Consumer Lending, Mortgage Lending
Education
San francisco Skill Center
Universidad Politécnica de El Salvador
Cecilia Barreto's California Bank & Trust Experience January 1998 - August 2001
Job Medical Interpreter & Translator at Santa Clara Valley Medical Center
Industry Hospital & Health Care
Experience
Santa Clara Valley Medical Center August 2001 - Present
Interpreter's Unlimited/Multilingua/LangLink...etc January 1997 - August 2005
California Bank & Trust January 1998 - August 2001
Point Loma Credit Union San Diego January 1997 - January 1999
Skills
The National Board of..., Bilingual Linguistic..., Blogger, Written Expression, Certificate in personal..., Special interest in..., Public participation in..., Customer Service, Medical Translation, Linguistics, Microsoft Office, Microsoft Excel
Education
De Anza College 1980 — 1983
Associate's degree, Foreign Languages and Literatures, General
Universidad Femenina del Sagrado Corazón 1976 — 1978
Foreign Languages, Language Interpretation and Translation
Santa Clara Valley Medical Center August 2001 - Present
Interpreter's Unlimited/Multilingua/LangLink...etc January 1997 - August 2005
California Bank & Trust January 1998 - August 2001
Point Loma Credit Union San Diego January 1997 - January 1999
Skills
The National Board of..., Bilingual Linguistic..., Blogger, Written Expression, Certificate in personal..., Special interest in..., Public participation in..., Customer Service, Medical Translation, Linguistics, Microsoft Office, Microsoft Excel
Education
De Anza College 1980 — 1983
Associate's degree, Foreign Languages and Literatures, General
Universidad Femenina del Sagrado Corazón 1976 — 1978
Foreign Languages, Language Interpretation and Translation
Bruce Weyers's California Bank & Trust Experience April 2000 - April 2001
Job SVP Regional Credit Administrator at National Bank of Arizona
Industry Banking
Experience
National Bank of Arizona May 2014 - Present
National Bank of Arizona October 2004 - May 2014
Atlas Funding November 2001 - October 2004
California Bank & Trust April 2000 - April 2001
Valley National Bank / Bank One June 1989 - March 1997
Education
Arizona State University 1987 — 1989
Master of Business Administration (MBA)
Montana Tech of the University of Montana 1980 — 1984
Bachelor of Science (BS), Petroleum Engineering
National Bank of Arizona May 2014 - Present
National Bank of Arizona October 2004 - May 2014
Atlas Funding November 2001 - October 2004
California Bank & Trust April 2000 - April 2001
Valley National Bank / Bank One June 1989 - March 1997
Education
Arizona State University 1987 — 1989
Master of Business Administration (MBA)
Montana Tech of the University of Montana 1980 — 1984
Bachelor of Science (BS), Petroleum Engineering
Brandy Dinsdale's California Bank & Trust Experience May 2014 - Present
Job
Industry Banking
Experience
California Bank & Trust May 2014 - Present
First Federal Bank of California February 2006 - May 2007
Security Pacific Bank May 2005 - February 2006
Sunwest Bank November 2003 - May 2005
Union Bank July 2001 - November 2003
Skills
Credit Risk, Underwriting, Portfolio Management, Financial Analysis, Financial Risk, Loan Origination, Small Business Lending, Banking, Consumer Lending, Retail Banking, Risk Management, Accounts Receivable, Accounts Payable, Bookkeeping, Credit Management, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Internet
Education
California State University-Long Beach 1999 — 2001
Bachelor of Science (BS), Finance(Cum Laude)
California State University-Long Beach 1999 — 2001
Bachelor's of Science- Business Finance, Finance
California Bank & Trust May 2014 - Present
First Federal Bank of California February 2006 - May 2007
Security Pacific Bank May 2005 - February 2006
Sunwest Bank November 2003 - May 2005
Union Bank July 2001 - November 2003
Skills
Credit Risk, Underwriting, Portfolio Management, Financial Analysis, Financial Risk, Loan Origination, Small Business Lending, Banking, Consumer Lending, Retail Banking, Risk Management, Accounts Receivable, Accounts Payable, Bookkeeping, Credit Management, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Internet
Education
California State University-Long Beach 1999 — 2001
Bachelor of Science (BS), Finance(Cum Laude)
California State University-Long Beach 1999 — 2001
Bachelor's of Science- Business Finance, Finance
Daphne Anderson's California Bank & Trust Experience June 1999 - August 2001
Job Student at Heald College
Industry Medical Practice
Experience
Longs Drugs March 2002 - April 2006
California Bank & Trust June 1999 - August 2001
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Customer Service, Public Speaking, Teamwork, English, Windows, Photoshop, Outlook, Social Media, Data Entry, Cpr Certified
Education
Heald College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Medical Billing and Coding
Charles A. Jones Career and Education Center 2010 — 2011
Longs Drugs March 2002 - April 2006
California Bank & Trust June 1999 - August 2001
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Customer Service, Public Speaking, Teamwork, English, Windows, Photoshop, Outlook, Social Media, Data Entry, Cpr Certified
Education
Heald College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Medical Billing and Coding
Charles A. Jones Career and Education Center 2010 — 2011
Malyne Bantayan's California Bank & Trust Experience August 2001 - May 2005
Job Banking Professional
Industry Banking
Experience
Bank of America 2007 - 2008
California Bank & Trust August 2001 - May 2005
Philippine American Savings Bank April 1994 - April 1995
Skills
Banking, Commercial Banking, Risk Management, Credit Risk, Retail Banking, Credit Analysis, Loans
Education
Assumption College, San Lorenzo 1990 — 1994
Bachelor’s Degree, Business Management
Bank of America 2007 - 2008
California Bank & Trust August 2001 - May 2005
Philippine American Savings Bank April 1994 - April 1995
Skills
Banking, Commercial Banking, Risk Management, Credit Risk, Retail Banking, Credit Analysis, Loans
Education
Assumption College, San Lorenzo 1990 — 1994
Bachelor’s Degree, Business Management
Dash McDougall's California Bank & Trust Experience January 2008 - August 2009
Job
Industry Translation and Localization
Experience
UC Irvine October 2014 - Present
California State University, Fullerton March 2014 - March 2015
FLS International February 2014 - May 2014
AT&T November 2013 - January 2014
POLY Languages Institute May 2012 - April 2013
California Bank & Trust January 2008 - August 2009
Disney Parks & Resorts January 2006 - October 2007
Skills
Employee Training, Employment Law, Employee Relations, Training & Development, Compensation & Benefits, SQL, Databases, Microsoft Excel, HRIS Database Management, HRIS, Negotiation, Employee Engagement, Payroll, E-Learning, Conflict Resolution, International Relations, Curriculum Design, Performance Management, Social Media, HR Strategy, Microsoft Office, Onboarding, Risk Management, International Business, Microsoft Word, Strategic Planning, HR Management, Access, Recruiting, Human Resources, Coaching, Employee Benefits, Payroll Administration, ESL
Education
California State University-Fullerton 2011 — 2012
Master of Science (MS)
California State University-Long Beach 2009 — 2011
Bachelor of Arts (BA)
California State University-Fullerton
Certificate
UC Irvine October 2014 - Present
California State University, Fullerton March 2014 - March 2015
FLS International February 2014 - May 2014
AT&T November 2013 - January 2014
POLY Languages Institute May 2012 - April 2013
California Bank & Trust January 2008 - August 2009
Disney Parks & Resorts January 2006 - October 2007
Skills
Employee Training, Employment Law, Employee Relations, Training & Development, Compensation & Benefits, SQL, Databases, Microsoft Excel, HRIS Database Management, HRIS, Negotiation, Employee Engagement, Payroll, E-Learning, Conflict Resolution, International Relations, Curriculum Design, Performance Management, Social Media, HR Strategy, Microsoft Office, Onboarding, Risk Management, International Business, Microsoft Word, Strategic Planning, HR Management, Access, Recruiting, Human Resources, Coaching, Employee Benefits, Payroll Administration, ESL
Education
California State University-Fullerton 2011 — 2012
Master of Science (MS)
California State University-Long Beach 2009 — 2011
Bachelor of Arts (BA)
California State University-Fullerton
Certificate
Isabel Mester's California Bank & Trust Experience July 2007 - October 2013
Job VP Portfolio Manager at Opus Bank
Industry Banking
Experience
Opus Bank October 2013 - Present
California Bank & Trust July 2007 - October 2013
California Bank & Trust July 2007 - October 2013
Skills
Underwriting, Financial Analysis, Portfolio Management, Credit Analysis, Loans, Commercial Lending, Commercial Banking, Lines Of Credit
Education
California State University-Fullerton 1996 — 2001
California State University-Fullerton
Opus Bank October 2013 - Present
California Bank & Trust July 2007 - October 2013
California Bank & Trust July 2007 - October 2013
Skills
Underwriting, Financial Analysis, Portfolio Management, Credit Analysis, Loans, Commercial Lending, Commercial Banking, Lines Of Credit
Education
California State University-Fullerton 1996 — 2001
California State University-Fullerton
Christina Van Suchtelen's California Bank & Trust Experience 2001 - 2002
Job HR Recruiter at SchoolsFirst Federal Credit Union
Industry Financial Services
Experience
SchoolsFirst Federal Credit Union April 2013 - Present
PIH Health September 2010 - Present
NiMA Sales October 2003 - Present
Dunn-Edwards Corporation September 2007 - December 2010
U.S. Census Bureau April 2010 - July 2010
California Bank & Trust 2001 - 2002
Bank of America April 1995 - October 2001
Skills
Onboarding, Applicant Tracking..., Recruiting, Talent Management, Human Resources, Employee Relations, Talent Acquisition, HRIS, Employee Benefits, Performance Management, Employee Engagement, New Hire Orientations, Health Insurance, Medical Billing, Direct Sales, Sourcing, Job Fairs, HR Consulting, HR Policies, Consulting, Banking, Mortgage Banking, Contract Recruitment, Medical Coding, Customer Service, Internet Recruiting, Training
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.)
SchoolsFirst Federal Credit Union April 2013 - Present
PIH Health September 2010 - Present
NiMA Sales October 2003 - Present
Dunn-Edwards Corporation September 2007 - December 2010
U.S. Census Bureau April 2010 - July 2010
California Bank & Trust 2001 - 2002
Bank of America April 1995 - October 2001
Skills
Onboarding, Applicant Tracking..., Recruiting, Talent Management, Human Resources, Employee Relations, Talent Acquisition, HRIS, Employee Benefits, Performance Management, Employee Engagement, New Hire Orientations, Health Insurance, Medical Billing, Direct Sales, Sourcing, Job Fairs, HR Consulting, HR Policies, Consulting, Banking, Mortgage Banking, Contract Recruitment, Medical Coding, Customer Service, Internet Recruiting, Training
Education
California State University-Fullerton
Bachelor of Business Administration (B.B.A.)
Richard Ledesma's California Bank & Trust Experience December 2005 - December 2007
Job Financial Services Professional
Industry Hospital & Health Care
Experience
The Word & Brown Companies October 2013 - Present
SchoolsFirst Federal Credit Union 2008 - 2013
California Bank & Trust December 2005 - December 2007
Education
California State University-Fullerton 2008 — 2012
Bachelor of Arts, Business Administration with an Emphasis in Accounting
The Word & Brown Companies October 2013 - Present
SchoolsFirst Federal Credit Union 2008 - 2013
California Bank & Trust December 2005 - December 2007
Education
California State University-Fullerton 2008 — 2012
Bachelor of Arts, Business Administration with an Emphasis in Accounting
Wynona Trottman's California Bank & Trust Experience October 2013 - April 2015
Job VP/Commercial Banking
Industry Banking
Experience
California Bank & Trust October 2013 - April 2015
JPMorgan Chase December 2006 - October 2013
Wells Fargo February 1992 - November 2006
Skills
Credit
Education
California State University-Fullerton 1989 — 1992
Bachelor's degree, Finance
Glen A. Wilson High School
Diploma
California Bank & Trust October 2013 - April 2015
JPMorgan Chase December 2006 - October 2013
Wells Fargo February 1992 - November 2006
Skills
Credit
Education
California State University-Fullerton 1989 — 1992
Bachelor's degree, Finance
Glen A. Wilson High School
Diploma
Ava Brooks's California Bank & Trust Experience March 2007 - March 2012
Job Assistant Manager at SchoolsFirst Federal Credit Union
Industry Financial Services
Experience
SchoolsFirst Federal Credit Union June 2015 - Present
SchoolsFirst Federal Credit Union April 2012 - May 2015
California Bank & Trust March 2007 - March 2012
Kinecta Federal Credit Union June 1990 - March 2007
Skills
Loans, Retail Banking, Banking, Consumer Lending, Credit, Finance, Mortgage Lending
Education
California State University-Dominguez Hills 1991 — 1997
BS, Classical Human Resources Management
Texas A&M University-Kingsville 1987 — 1988
Business Administration and Management, General
El Camino College 1985 — 1987
Business Administration and Management, General
El Camino Real High School 1983 — 1985
High School Diploma, General Education
SchoolsFirst Federal Credit Union June 2015 - Present
SchoolsFirst Federal Credit Union April 2012 - May 2015
California Bank & Trust March 2007 - March 2012
Kinecta Federal Credit Union June 1990 - March 2007
Skills
Loans, Retail Banking, Banking, Consumer Lending, Credit, Finance, Mortgage Lending
Education
California State University-Dominguez Hills 1991 — 1997
BS, Classical Human Resources Management
Texas A&M University-Kingsville 1987 — 1988
Business Administration and Management, General
El Camino College 1985 — 1987
Business Administration and Management, General
El Camino Real High School 1983 — 1985
High School Diploma, General Education
Richard Gendron's California Bank & Trust Experience April 2007 - April 2015
Job Portfolio Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2015 - Present
California Bank & Trust April 2007 - April 2015
Skills
Banking, Financial Analysis, Risk Management, Credit, Loans, Credit Analysis, Commercial Banking, Credit Risk, Finance, Commercial Lending, Financial Risk, Small Business Lending
Education
Credit Foundations Program Zions Bancorp 2014 — 2014
Formal Credit Training
California State University San Marcos 2004 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Wells Fargo April 2015 - Present
California Bank & Trust April 2007 - April 2015
Skills
Banking, Financial Analysis, Risk Management, Credit, Loans, Credit Analysis, Commercial Banking, Credit Risk, Finance, Commercial Lending, Financial Risk, Small Business Lending
Education
Credit Foundations Program Zions Bancorp 2014 — 2014
Formal Credit Training
California State University San Marcos 2004 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Tara Santos's California Bank & Trust Experience October 2013 - Present
Job
Industry
Experience
California Bank & Trust October 2013 - Present
Education
Brigham Young University - Idaho
California Bank & Trust October 2013 - Present
Education
Brigham Young University - Idaho