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.
California Bank & Trust Salaries. You can even request information on how much does California Bank & Trust pay if you want to. Learn about salaries, pros and cons of working for California Bank & Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
664 California Bank & Trust employees in database. Find out everything there's to know about California Bank & Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
California Bank & Trust Employees
Employee
Years
Job
Industry
Renee Toft Renee Toft's California Bank & Trust Experience January 2010 - Present
Job Student Internship at bkm OfficeWorks
Industry Design
Experience
bkm OfficeWorks September 2015 - Present
California Bank & Trust January 2010 - Present
Spencer and Company Interiors May 2012 - August 2012
Country Pet Hospital April 2004 - December 2009
Skills
AutoCAD, Hand Drafting, LEED, Interior Design, Retail Banking, Customer Service, Consumer Lending, Loans, Banking, Commercial Banking, SketchUp, Microsoft Office, Credit, Photoshop
Education
San Diego State University-California State University 2013 — 2016
Bachelor of Arts (B.A.), Interior Design, Senior
Grossmont College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
bkm OfficeWorks September 2015 - Present
California Bank & Trust January 2010 - Present
Spencer and Company Interiors May 2012 - August 2012
Country Pet Hospital April 2004 - December 2009
Skills
AutoCAD, Hand Drafting, LEED, Interior Design, Retail Banking, Customer Service, Consumer Lending, Loans, Banking, Commercial Banking, SketchUp, Microsoft Office, Credit, Photoshop
Education
San Diego State University-California State University 2013 — 2016
Bachelor of Arts (B.A.), Interior Design, Senior
Grossmont College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
Dru Shipper Dru Shipper's California Bank & Trust Experience 1999 - 2006
Job US Digital Marketing VP & Director
Industry Financial Services
Experience
BMO Harris Bank May 2013 - Present
BMO Harris Bank July 2012 - May 2013
Harris Bank N.A. December 2006 - July 2012
California Bank & Trust 1999 - 2006
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing Strategy and Management
Fundação Dom Cabral
Kellogg: Global Marketing (São Paulo, Brazil)
WHU – Otto Beisheim School of Management
Kellogg: Global Marketing (Vallendar, Germany)
HKUST Business School
Kellogg: Global Marketing (Hong Kong)
Northwestern University
Bachelor's Degree, Journalism
BMO Harris Bank May 2013 - Present
BMO Harris Bank July 2012 - May 2013
Harris Bank N.A. December 2006 - July 2012
California Bank & Trust 1999 - 2006
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing Strategy and Management
Fundação Dom Cabral
Kellogg: Global Marketing (São Paulo, Brazil)
WHU – Otto Beisheim School of Management
Kellogg: Global Marketing (Vallendar, Germany)
HKUST Business School
Kellogg: Global Marketing (Hong Kong)
Northwestern University
Bachelor's Degree, Journalism
Arno Iskandaryan Arno Iskandaryan's California Bank & Trust Experience September 2010 - March 2011
Job Senior mortgage loan officerlicensed w/CA DBO NMLS# 1197572
Industry Financial Services
Experience
New Penn Financial, LLC May 2015 - Present
A3 Trucking Corp. January 2007 - Present
PMAC Lending Services Inc. July 2014 - May 2015
Bank of America April 2011 - January 2014
California Bank & Trust September 2010 - March 2011
Wells Fargo February 2004 - September 2010
Skills
Lines Of Credit, Commercial Banking, Small Business Lending, Loans, Commercial Lending, Credit, Banking, Retail Banking, Deposits, Cash Management, Private Banking, Remote Deposit Capture, Cross Selling, Branch Management, Credit Cards, Merchant Services, Core Banking, Relationship Management, Branch Banking, Construction Loans, Commercial Mortgages, Consumer Lending, Finance, Investments, Loan Origination, Mortgage Banking, Mortgage Lending, Real Estate Financing, Refinance, SBA, Small Business, Residential Mortgages, VA loans, Reverse Mortgages, FHA financing, Mortgage Servicing, FHA, Real Estate Economics, Financial Services, Real Estate, REO, First Time Home Buyers, Foreclosures, Real Estate Transactions, Short Sales, Retirement, FHA Financing, VA Loans
Education
California State University-Los Angeles 2005 — 2010
Bachelor's degree, Finance, General
clark magnet high school 1999 — 2003
New Penn Financial, LLC May 2015 - Present
A3 Trucking Corp. January 2007 - Present
PMAC Lending Services Inc. July 2014 - May 2015
Bank of America April 2011 - January 2014
California Bank & Trust September 2010 - March 2011
Wells Fargo February 2004 - September 2010
Skills
Lines Of Credit, Commercial Banking, Small Business Lending, Loans, Commercial Lending, Credit, Banking, Retail Banking, Deposits, Cash Management, Private Banking, Remote Deposit Capture, Cross Selling, Branch Management, Credit Cards, Merchant Services, Core Banking, Relationship Management, Branch Banking, Construction Loans, Commercial Mortgages, Consumer Lending, Finance, Investments, Loan Origination, Mortgage Banking, Mortgage Lending, Real Estate Financing, Refinance, SBA, Small Business, Residential Mortgages, VA loans, Reverse Mortgages, FHA financing, Mortgage Servicing, FHA, Real Estate Economics, Financial Services, Real Estate, REO, First Time Home Buyers, Foreclosures, Real Estate Transactions, Short Sales, Retirement, FHA Financing, VA Loans
Education
California State University-Los Angeles 2005 — 2010
Bachelor's degree, Finance, General
clark magnet high school 1999 — 2003
Aben Hill, MBA Aben Hill, MBA's California Bank & Trust Experience April 2014 - Present
Job Senior Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2014 - Present
Golden Gate University March 2014 - Present
Wells Fargo April 2006 - 2014
Chevy Chase Bank January 2001 - January 2006
Home Paramount January 2000 - January 2001
Terminix International January 1996 - January 2000
7up Company January 1992 - January 1996
Education
Golden Gate University 2010 — 2010
MBA-Executive Masters
University of Potomac- Washington, DC 2001 — 2005
B.S. Degree
University of California, Los Angeles
Certification
California Bank & Trust April 2014 - Present
Golden Gate University March 2014 - Present
Wells Fargo April 2006 - 2014
Chevy Chase Bank January 2001 - January 2006
Home Paramount January 2000 - January 2001
Terminix International January 1996 - January 2000
7up Company January 1992 - January 1996
Education
Golden Gate University 2010 — 2010
MBA-Executive Masters
University of Potomac- Washington, DC 2001 — 2005
B.S. Degree
University of California, Los Angeles
Certification
Steve Estrada's California Bank & Trust Experience September 2004 - September 2006
Job Marketing Leadership/Strategy, Online Marketing, Direct/Database Marketing, Email Marketing, Social Media, Web Analytics
Industry Marketing and Advertising
Experience
Premier Community Credit Union 2013 - Present
Continuing Education of the Bar (CEB) 2010 - 2013
Self Employed 2008 - 2010
Kaiperm Federal Credit Union 2008 - 2008
AAA Northern California, Nevada & Utah Insurance Exchange 2007 - 2008
GameLink.com 2006 - 2007
California Bank & Trust September 2004 - September 2006
Self Employed 2000 - 2004
Wells Fargo 1997 - 2000
Skills
Social Media, Email Marketing, Online Marketing, Marketing Analytics, Product Management, Marketing Strategy, Salesforce.com, Online Advertising, Direct Marketing, Digital Marketing, Marketing, SEM, Digital Strategy, Lead Generation, Customer Retention, Customer Acquisition, CRM, Market Research, Web Marketing, PPC, Social Media Marketing, Advertising, Web Analytics, Cross-functional Team..., E-commerce, Google Analytics, Copywriting, Analytics, Segmentation, Omniture, Strategic Partnerships, B2B Marketing, Sales, Project Management, Marketing Management, Facebook, Database Marketing, User Experience, Strategy, Account Management, Direct Mail, Mobile Marketing, Competitive Analysis, Business Development, SEO, Google Adwords, Integrated Marketing, Marketing Communications, Multi-channel Marketing, Retail
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Marketing, 3.800
University of California, Los Angeles 1984 — 1987
B.A., Psychology
Premier Community Credit Union 2013 - Present
Continuing Education of the Bar (CEB) 2010 - 2013
Self Employed 2008 - 2010
Kaiperm Federal Credit Union 2008 - 2008
AAA Northern California, Nevada & Utah Insurance Exchange 2007 - 2008
GameLink.com 2006 - 2007
California Bank & Trust September 2004 - September 2006
Self Employed 2000 - 2004
Wells Fargo 1997 - 2000
Skills
Social Media, Email Marketing, Online Marketing, Marketing Analytics, Product Management, Marketing Strategy, Salesforce.com, Online Advertising, Direct Marketing, Digital Marketing, Marketing, SEM, Digital Strategy, Lead Generation, Customer Retention, Customer Acquisition, CRM, Market Research, Web Marketing, PPC, Social Media Marketing, Advertising, Web Analytics, Cross-functional Team..., E-commerce, Google Analytics, Copywriting, Analytics, Segmentation, Omniture, Strategic Partnerships, B2B Marketing, Sales, Project Management, Marketing Management, Facebook, Database Marketing, User Experience, Strategy, Account Management, Direct Mail, Mobile Marketing, Competitive Analysis, Business Development, SEO, Google Adwords, Integrated Marketing, Marketing Communications, Multi-channel Marketing, Retail
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Marketing, 3.800
University of California, Los Angeles 1984 — 1987
B.A., Psychology
Michael Gardella, PMP Michael Gardella, PMP's California Bank & Trust Experience April 2011 - Present
Job Finance and Project Managment Professional
Industry Financial Services
Experience
California Bank & Trust April 2011 - Present
California Bank & Trust September 2005 - April 2011
California Bank & Trust May 2002 - September 2005
California Bank & Trust July 1995 - April 2002
Sumitomo Bank of California February 1993 - July 1995
Sumitomo Bank of California January 1988 - February 1993
Sumitomo Bank of California July 1986 - December 1987
United States Peace Corps June 1983 - September 1985
Stanford University October 1982 - May 1983
California Beef Council June 1982 - September 1982
Skills
Virtual Management, Banking, Analysis, Financial Analysis, Management, Finance, Financial Services, Business Intelligence, Loans, Leadership, Project Management, Customer Service, Credit Analysis, Business Planning, Training, Portfolio Management, Credit, Risk Management, Budgets, Real Estate, Team Leadership, Mortgage Lending, Commercial Banking, MediaWiki, Virtual Teams, Strategic Planning, Due Diligence
Education
University of California, Davis 1979 — 1982
Bachelor of Science, Agriculture Science and Management
Golden Gate University 1995 — 1999
MBA, Finance, 3.61
National University 2008 — 2009
Certificate, Accounting, 3.80
San Carlos High School 1973 — 1977
California Bank & Trust April 2011 - Present
California Bank & Trust September 2005 - April 2011
California Bank & Trust May 2002 - September 2005
California Bank & Trust July 1995 - April 2002
Sumitomo Bank of California February 1993 - July 1995
Sumitomo Bank of California January 1988 - February 1993
Sumitomo Bank of California July 1986 - December 1987
United States Peace Corps June 1983 - September 1985
Stanford University October 1982 - May 1983
California Beef Council June 1982 - September 1982
Skills
Virtual Management, Banking, Analysis, Financial Analysis, Management, Finance, Financial Services, Business Intelligence, Loans, Leadership, Project Management, Customer Service, Credit Analysis, Business Planning, Training, Portfolio Management, Credit, Risk Management, Budgets, Real Estate, Team Leadership, Mortgage Lending, Commercial Banking, MediaWiki, Virtual Teams, Strategic Planning, Due Diligence
Education
University of California, Davis 1979 — 1982
Bachelor of Science, Agriculture Science and Management
Golden Gate University 1995 — 1999
MBA, Finance, 3.61
National University 2008 — 2009
Certificate, Accounting, 3.80
San Carlos High School 1973 — 1977
Rhonda Wehner Rhonda Wehner's California Bank & Trust Experience February 1999 - January 2012
Job Poway Unified School District Design 39 Campus
Industry Education Management
Experience
Poway Unified School District September 2014 - Present
Photocharity Save Homeless Youth January 2013 - Present
California Bank & Trust February 1999 - January 2012
Skills
Fundraising, Nonprofits, Community Outreach, Grant Writing, Charities, Event Planning, Program Development, Grants, Community Development, Event Management, Office Administration, Long-term Customer..., Customer Retention, Finance, Management, Sales
Education
County College of Morris 1985 — 1987
Business Administration and Management, General
Poway Unified School District September 2014 - Present
Photocharity Save Homeless Youth January 2013 - Present
California Bank & Trust February 1999 - January 2012
Skills
Fundraising, Nonprofits, Community Outreach, Grant Writing, Charities, Event Planning, Program Development, Grants, Community Development, Event Management, Office Administration, Long-term Customer..., Customer Retention, Finance, Management, Sales
Education
County College of Morris 1985 — 1987
Business Administration and Management, General
Paul Lieu Paul Lieu's California Bank & Trust Experience 2001 - 2003
Job Wealth Advisor at Palomar Financial Services
Industry Investment Management
Experience
Palomar Financial Services January 2014 - Present
Chase Investments 2010 - 2014
Citi 2006 - 2009
Wells Fargo Investments 2003 - 2006
California Bank & Trust 2001 - 2003
Bank of the West (formerly Sanwa Bank of California) 1997 - 2001
Invest Financial 1994 - 1997
Great Western Bank 1990 - 1994
Skills
Sales, Customer Service, Leadership, Consulting, Marketing, Series 7, Wealth Management, Telemarketing, Investments, Mutual Funds, Series 63, Strategic Financial..., Financial Advisory, Series 65, Series 6, Investment Strategies, Banking, Uniform Combined State..., Fixed Annuities, Investment Advisory, Mortgage Lending, Financial Planning
Education
Fullerton College
Accounting
Fullerton College
accounting
Palomar Financial Services January 2014 - Present
Chase Investments 2010 - 2014
Citi 2006 - 2009
Wells Fargo Investments 2003 - 2006
California Bank & Trust 2001 - 2003
Bank of the West (formerly Sanwa Bank of California) 1997 - 2001
Invest Financial 1994 - 1997
Great Western Bank 1990 - 1994
Skills
Sales, Customer Service, Leadership, Consulting, Marketing, Series 7, Wealth Management, Telemarketing, Investments, Mutual Funds, Series 63, Strategic Financial..., Financial Advisory, Series 65, Series 6, Investment Strategies, Banking, Uniform Combined State..., Fixed Annuities, Investment Advisory, Mortgage Lending, Financial Planning
Education
Fullerton College
Accounting
Fullerton College
accounting
Darry Swartz Darry Swartz's California Bank & Trust Experience April 2001 - December 2001
Job VP Treasury Management Central/North Alabama at BB&T
Industry Financial Services
Experience
BB&T May 2015 - Present
BBVA Compass May 2013 - March 2015
BBVA Compass January 2010 - May 2013
Compass Bank April 2006 - December 2009
Compass Bank April 2002 - April 2006
California Bank & Trust April 2001 - December 2001
Wells Fargo Bank June 1989 - April 2001
Skills
Banking, Loans, Retail Banking, Commercial Banking, Finance, Sales Management, Portfolio Management, Credit, Cross Selling, Treasury Management, Small Business Lending, Cash Management, Consumer Lending, Investments, Sales, Commercial Lending, Mortgage Lending, Lines Of Credit, Merchant Services, Credit Analysis, Deposits, Small Business, Credit Risk, Branch Banking, Loan Origination, Business Development, Relationship Management, Underwriting, Mortgage Banking, Customer Service, Branch Management, Payments, Credit Cards, Financial Services, Commercial Mortgages, Insurance, Internet Banking, Revenue Production..., Budgets, Strategic Planning, Coaching, Negotiation, Budgeting, SBA, Credit Scoring, Auditing
Education
Eastern Washington University 1987 — 1989
B.S., Economics
BB&T May 2015 - Present
BBVA Compass May 2013 - March 2015
BBVA Compass January 2010 - May 2013
Compass Bank April 2006 - December 2009
Compass Bank April 2002 - April 2006
California Bank & Trust April 2001 - December 2001
Wells Fargo Bank June 1989 - April 2001
Skills
Banking, Loans, Retail Banking, Commercial Banking, Finance, Sales Management, Portfolio Management, Credit, Cross Selling, Treasury Management, Small Business Lending, Cash Management, Consumer Lending, Investments, Sales, Commercial Lending, Mortgage Lending, Lines Of Credit, Merchant Services, Credit Analysis, Deposits, Small Business, Credit Risk, Branch Banking, Loan Origination, Business Development, Relationship Management, Underwriting, Mortgage Banking, Customer Service, Branch Management, Payments, Credit Cards, Financial Services, Commercial Mortgages, Insurance, Internet Banking, Revenue Production..., Budgets, Strategic Planning, Coaching, Negotiation, Budgeting, SBA, Credit Scoring, Auditing
Education
Eastern Washington University 1987 — 1989
B.S., Economics
Bernard Winans's California Bank & Trust Experience July 2008 - Present
Job
Industry Banking
Experience
California Bank & Trust July 2008 - Present
Non-Financial Sector September 2003 - July 2008
Northern Trust August 1980 - April 2003
Skills
Commercial Banking, Portfolio Management, Loans, Banking, Commercial Lending, Credit, Financial Analysis, Cash Management, Small Business Lending, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Business / Economics
Wittenberg University 1976 — 1980
BA, Finance
California Bank & Trust July 2008 - Present
Non-Financial Sector September 2003 - July 2008
Northern Trust August 1980 - April 2003
Skills
Commercial Banking, Portfolio Management, Loans, Banking, Commercial Lending, Credit, Financial Analysis, Cash Management, Small Business Lending, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MBA, Business / Economics
Wittenberg University 1976 — 1980
BA, Finance
Silvia Kradjian's California Bank & Trust Experience 2011 - Present
Job Customer Service Manager III AVP at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust 2011 - Present
Education
California State University-Northridge 2000 — 2003
BA, Psychology
California Bank & Trust 2011 - Present
Education
California State University-Northridge 2000 — 2003
BA, Psychology
Jerry Rivera Jerry Rivera's California Bank & Trust Experience November 2009 - November 2011
Job Wealth Management Private Banking Officer at Fremont Bank
Industry Banking
Experience
Fremont Bank February 2013 - Present
California Bank & Trust November 2009 - November 2011
Skills
Banking, Budgets, Commercial Banking, Credit, Cross Selling, Customer Service, Leadership, Loan Origination, Loans, Mortgage Lending, Private Banking, Retail Banking, Sales, Wealth Management
Education
Diablo Valley College
Fremont Bank February 2013 - Present
California Bank & Trust November 2009 - November 2011
Skills
Banking, Budgets, Commercial Banking, Credit, Cross Selling, Customer Service, Leadership, Loan Origination, Loans, Mortgage Lending, Private Banking, Retail Banking, Sales, Wealth Management
Education
Diablo Valley College
Eric Bosworth Eric Bosworth's California Bank & Trust Experience September 2012 - March 2014
Job Financial Services
Industry Financial Services
Experience
California Bank & Trust September 2012 - March 2014
First Citizens Bank April 2005 - August 2012
California Bank & Trust April 1990 - April 2005
Skills
Finance, Credit, CRM, Loans, Financial Services, Analysis, Negotiation, Commercial Real Estate, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Lines Of Credit, Retail Banking, Loan Origination
Education
California State University-Northridge
MS, Management
Hofstra University
BS, Management
California Bank & Trust September 2012 - March 2014
First Citizens Bank April 2005 - August 2012
California Bank & Trust April 1990 - April 2005
Skills
Finance, Credit, CRM, Loans, Financial Services, Analysis, Negotiation, Commercial Real Estate, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Lines Of Credit, Retail Banking, Loan Origination
Education
California State University-Northridge
MS, Management
Hofstra University
BS, Management
Yen Mai Yen Mai's California Bank & Trust Experience 2000 - 2001
Job Business Systems Consultant at Wells Fargo Bank BTSC
Industry Banking
Experience
Wells Fargo Bank - BTSC September 2014 - Present
Wells Fargo Bank March 2010 - June 2014
Wells Fargo - Wholesales Loan Center May 2001 - March 2010
California Bank & Trust 2000 - 2001
Education
Rockhurst University Continuing Education Center 2005 — 2005
Certificate, Business Grammar for Busy Professionals
Cerritos College 1978 — 1981
Associate of Arts (AA), Accounting and Finance
Wells Fargo Bank - BTSC September 2014 - Present
Wells Fargo Bank March 2010 - June 2014
Wells Fargo - Wholesales Loan Center May 2001 - March 2010
California Bank & Trust 2000 - 2001
Education
Rockhurst University Continuing Education Center 2005 — 2005
Certificate, Business Grammar for Busy Professionals
Cerritos College 1978 — 1981
Associate of Arts (AA), Accounting and Finance
Aubrey Halverson Aubrey Halverson's California Bank & Trust Experience May 2011 - November 2012
Job Vice President, Director of Marketing at Farmers and Merchants Bank of Central California
Industry Banking
Experience
Farmers and Merchants Bank of Central California April 2015 - Present
Wells Fargo May 2013 - April 2015
Marketing Consultant September 2012 - May 2013
California Bank & Trust May 2011 - November 2012
Union Bank April 2007 - May 2011
AMN Healthcare April 2005 - February 2007
Wilshire Technologies March 2004 - April 2005
Financial Profiles, Inc. 1999 - 2004
Skills
Public Relations, New Product Launches, Integrated Marketing, Agency Relationship..., Strategic Alliances, Joint Ventures, Brand Development..., Budget Preparation &..., Strategic & Tactical..., Event Planning, Digital Marketing, Board of Director..., Social Media, Online Advertising, Print Advertising, Graphic Design, Digital Media, Process Improvement, Product Development, Direct Marketing, Market Planning, Brand Management, Board of Directors, Online Marketing, Strategy, Lead Generation, Inserts, Brand Development, Business Development, Loans, Leadership, Marketing Strategy, Market Research, Product Marketing, Management, Marketing, Analytics, Corporate Communications, Budgets, Business Planning, B2B, Advertising, Segmentation, Negotiation, Customer Retention, Email Marketing, CRM, Competitive Analysis, Marketing Management, Marketing Communications
Education
MBA - University of Phoenix
MBA, Business Administration and Management
Iowa State University
Bachelor's degree, Journalism & Advertising
Farmers and Merchants Bank of Central California April 2015 - Present
Wells Fargo May 2013 - April 2015
Marketing Consultant September 2012 - May 2013
California Bank & Trust May 2011 - November 2012
Union Bank April 2007 - May 2011
AMN Healthcare April 2005 - February 2007
Wilshire Technologies March 2004 - April 2005
Financial Profiles, Inc. 1999 - 2004
Skills
Public Relations, New Product Launches, Integrated Marketing, Agency Relationship..., Strategic Alliances, Joint Ventures, Brand Development..., Budget Preparation &..., Strategic & Tactical..., Event Planning, Digital Marketing, Board of Director..., Social Media, Online Advertising, Print Advertising, Graphic Design, Digital Media, Process Improvement, Product Development, Direct Marketing, Market Planning, Brand Management, Board of Directors, Online Marketing, Strategy, Lead Generation, Inserts, Brand Development, Business Development, Loans, Leadership, Marketing Strategy, Market Research, Product Marketing, Management, Marketing, Analytics, Corporate Communications, Budgets, Business Planning, B2B, Advertising, Segmentation, Negotiation, Customer Retention, Email Marketing, CRM, Competitive Analysis, Marketing Management, Marketing Communications
Education
MBA - University of Phoenix
MBA, Business Administration and Management
Iowa State University
Bachelor's degree, Journalism & Advertising
Kelley Brush Kelley Brush's California Bank & Trust Experience October 2003 - May 2013
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
California Bank & Trust October 2003 - May 2013
Skills
Credit Risk, Risk Management
Education
San Ramon Valley High School 1976 — 1980
Diablo Valley College
Bank of America June 2013 - Present
California Bank & Trust October 2003 - May 2013
Skills
Credit Risk, Risk Management
Education
San Ramon Valley High School 1976 — 1980
Diablo Valley College
Scott Ripperton Scott Ripperton's California Bank & Trust Experience 1995 - 2000
Job Senior Vice President/Area Manager Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 2002 - Present
Scripps Bank 2000 - 2002
California Bank & Trust 1995 - 2000
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Credit Analysis, Commercial Mortgages, Banking, Asset Based Lending, Underwriting, Lines Of Credit, Treasury Management, Portfolio Management, Loan Origination, Credit Risk, Consumer Lending, Cross Selling
Education
University of Washington 1997 — 1999
Pacific Coast Banking School Graduate
University of Iowa - Henry B. Tippie College of Business
Business, Finance
Iowa State University
Wells Fargo Bank 2002 - Present
Scripps Bank 2000 - 2002
California Bank & Trust 1995 - 2000
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit, Credit Analysis, Commercial Mortgages, Banking, Asset Based Lending, Underwriting, Lines Of Credit, Treasury Management, Portfolio Management, Loan Origination, Credit Risk, Consumer Lending, Cross Selling
Education
University of Washington 1997 — 1999
Pacific Coast Banking School Graduate
University of Iowa - Henry B. Tippie College of Business
Business, Finance
Iowa State University
Amanda Alcantar Amanda Alcantar's California Bank & Trust Experience October 2014 - Present
Job Business Banking Management
Industry Banking
Experience
California Bank & Trust October 2014 - Present
Union Banc Investment Services July 2013 - September 2013
Union Bank June 2007 - July 2013
Bank of America October 2002 - June 2007
Skills
NMLSR #683621, Life Only Insurance..., Series 6 and Series 63, Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Retail Banking, Loans, Credit, Banking, Lines Of Credit, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Cash Management, Relationship Management, Portfolio Management, Customer Service, Branch Management
Education
CSU Sacramento
Sierra College
California Bank & Trust October 2014 - Present
Union Banc Investment Services July 2013 - September 2013
Union Bank June 2007 - July 2013
Bank of America October 2002 - June 2007
Skills
NMLSR #683621, Life Only Insurance..., Series 6 and Series 63, Small Business Lending, Consumer Lending, Commercial Lending, Commercial Banking, Retail Banking, Loans, Credit, Banking, Lines Of Credit, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Cash Management, Relationship Management, Portfolio Management, Customer Service, Branch Management
Education
CSU Sacramento
Sierra College
Gloria Phillips, CFSA Gloria Phillips, CFSA's California Bank & Trust Experience January 1991 - May 2004
Job CFSA
Industry Banking
Experience
Premier Alliance Group, LLC March 2014 - April 2014
Citizens Business Bank August 2011 - March 2013
Community Bank of Nevada 2006 - 2010
Nevada Federal Credit Union June 2004 - October 2006
California Bank & Trust January 1991 - May 2004
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Software Documentation, Internal Audit, Analysis, Credit Risk, Risk Management, Due Diligence, Financial Analysis, Financial Risk
Education
California State University-Long Beach
Bachelor's degree, Speech Communication and Rhetoric
Premier Alliance Group, LLC March 2014 - April 2014
Citizens Business Bank August 2011 - March 2013
Community Bank of Nevada 2006 - 2010
Nevada Federal Credit Union June 2004 - October 2006
California Bank & Trust January 1991 - May 2004
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Software Documentation, Internal Audit, Analysis, Credit Risk, Risk Management, Due Diligence, Financial Analysis, Financial Risk
Education
California State University-Long Beach
Bachelor's degree, Speech Communication and Rhetoric
Johnson C Hung's California Bank & Trust Experience May 2014 - Present
Job Vice President & Senior Commercial Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2014 - Present
China Citic Bank International Limited March 2005 - May 2014
Bank of Canton of California August 2000 - May 2001
Universal Bank February 1998 - July 1999
Sumitomo Bank of California August 1991 - March 1996
First Interstate Bank December 1990 - July 1991
First Interstate Bank February 1988 - February 1989
First Interstate Bank February 1988 - February 1989
First Interstate Bank August 1985 - January 1988
Skills
Commercial Banking, Credit Analysis, Banking, Loans, Finance, Financial Services, Retail Banking, Construction Loans, Mortgage Lending, Commercial Real Estate, Trade Finance, Credit Risk, Financial Analysis, Deposits, Credit, Portfolio Management, Branch Banking
Education
Sumitomo Bank of California - Self-Instructional Program 1994 — 1994
Omega I & Omega II, (1) Understanding Business Cash Flow (2) Commercial Loans To Business, Pass
First Interstate Bank of California 1989 — 1990
Financial Service Officer, Officer Development Training Program
East Los Angeles College 1982 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
California Bank & Trust May 2014 - Present
China Citic Bank International Limited March 2005 - May 2014
Bank of Canton of California August 2000 - May 2001
Universal Bank February 1998 - July 1999
Sumitomo Bank of California August 1991 - March 1996
First Interstate Bank December 1990 - July 1991
First Interstate Bank February 1988 - February 1989
First Interstate Bank February 1988 - February 1989
First Interstate Bank August 1985 - January 1988
Skills
Commercial Banking, Credit Analysis, Banking, Loans, Finance, Financial Services, Retail Banking, Construction Loans, Mortgage Lending, Commercial Real Estate, Trade Finance, Credit Risk, Financial Analysis, Deposits, Credit, Portfolio Management, Branch Banking
Education
Sumitomo Bank of California - Self-Instructional Program 1994 — 1994
Omega I & Omega II, (1) Understanding Business Cash Flow (2) Commercial Loans To Business, Pass
First Interstate Bank of California 1989 — 1990
Financial Service Officer, Officer Development Training Program
East Los Angeles College 1982 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Paul Crossen Paul Crossen's California Bank & Trust Experience May 2001 - February 2005
Job Vice President and Client Manager at Bank of America
Industry Banking
Experience
Bank of America April 2014 - Present
Union Bank May 2008 - April 2014
First Bank February 2005 - May 2008
California Bank & Trust May 2001 - February 2005
Skills
Small Business Lending, Loans, Credit, Banking, Consumer Lending, Treasury Management, Credit Risk, Asset Based Lending, Retail Banking, Portfolio Management
Education
University of San Francisco 1987 — 1991
Master of Business Administration (M.B.A.), Marketing
California State University-Sacramento 1983 — 1985
Bachelor of Science (B.S.), Marketing and MIS
Bank of America April 2014 - Present
Union Bank May 2008 - April 2014
First Bank February 2005 - May 2008
California Bank & Trust May 2001 - February 2005
Skills
Small Business Lending, Loans, Credit, Banking, Consumer Lending, Treasury Management, Credit Risk, Asset Based Lending, Retail Banking, Portfolio Management
Education
University of San Francisco 1987 — 1991
Master of Business Administration (M.B.A.), Marketing
California State University-Sacramento 1983 — 1985
Bachelor of Science (B.S.), Marketing and MIS
Julie Hurst Julie Hurst's California Bank & Trust Experience November 2005 - September 2013
Job Accounting Manager, AVP at NICU
Industry Banking
Experience
North Island Credit Union June 2014 - Present
San Diego County Credit Union September 2013 - June 2014
California Bank & Trust November 2005 - September 2013
Skills
Accounting, Management, Financial Analysis, Data Analysis, Time Management, Financial Reporting, Operational Planning, Database Design, P&L Analysis, P&L Management, Balance Sheet Review, Monthly Close Process, Audit Preparation, Bank Reconciliation, Accruals, Variance Analysis, General Ledger, Financial Statements, Journal Entries, Management Accounting, Cash Flow, Account Reconciliation, Financial Statement..., Banking, Accounts Payable, Financial Accounting, Internal Controls, Revenue Recognition, Fixed Assets, Sarbanes-Oxley, Year-end Close, Monthly Close, US GAAP, Cash Flow Forecasting, Accounts Receivable, Balance Sheet, Depreciation, Monthly Closing, Fixed Asset Management, Balance, Pivot Tables, Financial Audits, Vlookup, Sarbanes-Oxley Act, Ledger
Education
San Diego Mesa College 2005 — 2007
Accounting, 4.0
Colorado State University 1998 — 2001
Bachelor of Arts (B.A.), Economics
North Island Credit Union June 2014 - Present
San Diego County Credit Union September 2013 - June 2014
California Bank & Trust November 2005 - September 2013
Skills
Accounting, Management, Financial Analysis, Data Analysis, Time Management, Financial Reporting, Operational Planning, Database Design, P&L Analysis, P&L Management, Balance Sheet Review, Monthly Close Process, Audit Preparation, Bank Reconciliation, Accruals, Variance Analysis, General Ledger, Financial Statements, Journal Entries, Management Accounting, Cash Flow, Account Reconciliation, Financial Statement..., Banking, Accounts Payable, Financial Accounting, Internal Controls, Revenue Recognition, Fixed Assets, Sarbanes-Oxley, Year-end Close, Monthly Close, US GAAP, Cash Flow Forecasting, Accounts Receivable, Balance Sheet, Depreciation, Monthly Closing, Fixed Asset Management, Balance, Pivot Tables, Financial Audits, Vlookup, Sarbanes-Oxley Act, Ledger
Education
San Diego Mesa College 2005 — 2007
Accounting, 4.0
Colorado State University 1998 — 2001
Bachelor of Arts (B.A.), Economics
Scott Hoover's California Bank & Trust Experience August 2013 - May 2014
Job Vice President at Farmers & Merchants Bank of Long Beach
Industry Banking
Experience
Farmers & Merchants Bank of Long Beach June 2014 - Present
California Bank & Trust August 2013 - May 2014
Union Bank April 2010 - August 2013
Omega Capital Partners, LLC January 2008 - April 2010
Pacific Premier Bank October 2006 - October 2007
Wells Fargo Bank September 2004 - February 2006
MacArthur Business Credit, LLC February 2000 - July 2004
Skills
Loans, Commercial Banking, Banking, Portfolio Management, Treasury Management, Small Business Lending, Underwriting, Commercial Lending, Loan Origination, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Financial Risk, Structured Finance, Credit Analysis, SBA, Cash Flow Lending, Marketing, Refinance, Real Estate, Finance, Business Development, Sales, New Business Development, Mortgage Lending, Consumer Lending, Management, Cash Management, Financial Structuring, Relationship Management, Mortgage Banking, Retail Banking, Credit Risk, Cross Selling, Commercial Real Estate, SBA 504, Small Business, Financial Analysis, Account Management, Construction Loans, Deposits, Investments, Bridge Loans
Education
Chapman University 1986 — 1991
BS; BA, Business Administration; Economics; International Business
Chapman University, The George L. Argyros School of Business and Economics 1986 — 1991
Bachelors of Science, Economics, International Business
Farmers & Merchants Bank of Long Beach June 2014 - Present
California Bank & Trust August 2013 - May 2014
Union Bank April 2010 - August 2013
Omega Capital Partners, LLC January 2008 - April 2010
Pacific Premier Bank October 2006 - October 2007
Wells Fargo Bank September 2004 - February 2006
MacArthur Business Credit, LLC February 2000 - July 2004
Skills
Loans, Commercial Banking, Banking, Portfolio Management, Treasury Management, Small Business Lending, Underwriting, Commercial Lending, Loan Origination, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Financial Risk, Structured Finance, Credit Analysis, SBA, Cash Flow Lending, Marketing, Refinance, Real Estate, Finance, Business Development, Sales, New Business Development, Mortgage Lending, Consumer Lending, Management, Cash Management, Financial Structuring, Relationship Management, Mortgage Banking, Retail Banking, Credit Risk, Cross Selling, Commercial Real Estate, SBA 504, Small Business, Financial Analysis, Account Management, Construction Loans, Deposits, Investments, Bridge Loans
Education
Chapman University 1986 — 1991
BS; BA, Business Administration; Economics; International Business
Chapman University, The George L. Argyros School of Business and Economics 1986 — 1991
Bachelors of Science, Economics, International Business
Daniel Lozier Daniel Lozier's California Bank & Trust Experience August 2011 - April 2013
Job Credit Analyst at Primary Funding Corporation
Industry Financial Services
Experience
Primary Funding Corporation April 2013 - Present
California Bank & Trust August 2011 - April 2013
Skills
Financial Services, Loans, Banking, Credit, Sales, Cross Selling, Customer Service, Small Business Lending, Commercial Lending, Management, Lines Of Credit, Access, Financial Risk, Commercial Banking, Cash Flow, Credit Analysis, Financial Analysis, Factoring, Mens Cuts, Fashion
Education
San Diego State University-California State University 2010 — 2012
Bachelor's degree, Business Administration, Management and Operations
Grossmont College 2007 — 2010
General Education
St. Augustine High School 2003 — 2007
Primary Funding Corporation April 2013 - Present
California Bank & Trust August 2011 - April 2013
Skills
Financial Services, Loans, Banking, Credit, Sales, Cross Selling, Customer Service, Small Business Lending, Commercial Lending, Management, Lines Of Credit, Access, Financial Risk, Commercial Banking, Cash Flow, Credit Analysis, Financial Analysis, Factoring, Mens Cuts, Fashion
Education
San Diego State University-California State University 2010 — 2012
Bachelor's degree, Business Administration, Management and Operations
Grossmont College 2007 — 2010
General Education
St. Augustine High School 2003 — 2007
Gellan Moses Gellan Moses's California Bank & Trust Experience January 1999 - January 2003
Job Senior/Staff Accountant at Profil Institute for Clinical Research, Inc.
Industry Accounting
Experience
Profil Institute for Clinical Research, Inc. October 2010 - Present
Roeder Wellness Centre June 2009 - October 2010
SAIC January 2009 - March 2009
Interactivate Inc August 2007 - August 2008
Corky McMillin Companies National City July 2005 - May 2007
Caron & Stanley January 2005 - July 2005
CSA Travel Protection July 2003 - July 2004
California Bank & Trust January 1999 - January 2003
Fidelity National January 1998 - January 1999
Westpac Banking Corporation January 1996 - January 1998
Skills
Accounting, General Ledger, Accounts Payable, Financial Reporting, Payroll, QuickBooks, Account Reconciliation, Budgets, Monthly Close Process, Year-end Close, ADP ezLaborManager, ADP ReportSmith, ADP Payroll, Small Business, Microsoft Excel, Management, Microsoft Office, PowerPoint, Customer Service, Bank Reconciliation, Accruals, Financial Analysis, Fixed Assets, Journal Entries, Finance, Invoicing, Financial Statements, Auditing, Analysis, SAP, Great Plains Software, Human Resources, GAAP, Employee Benefits, Spreadsheets
Education
Colorado Technical University, Colorado C 2007 — 2010
Bachelor of Science Business Administration, Finance
Colorado Technical University 2005 — 2007
AA, Business Administration
Sydney Institute of Technology 1991 — 1994
Associates, Accounting
Casmir Catholic College
Profil Institute for Clinical Research, Inc. October 2010 - Present
Roeder Wellness Centre June 2009 - October 2010
SAIC January 2009 - March 2009
Interactivate Inc August 2007 - August 2008
Corky McMillin Companies National City July 2005 - May 2007
Caron & Stanley January 2005 - July 2005
CSA Travel Protection July 2003 - July 2004
California Bank & Trust January 1999 - January 2003
Fidelity National January 1998 - January 1999
Westpac Banking Corporation January 1996 - January 1998
Skills
Accounting, General Ledger, Accounts Payable, Financial Reporting, Payroll, QuickBooks, Account Reconciliation, Budgets, Monthly Close Process, Year-end Close, ADP ezLaborManager, ADP ReportSmith, ADP Payroll, Small Business, Microsoft Excel, Management, Microsoft Office, PowerPoint, Customer Service, Bank Reconciliation, Accruals, Financial Analysis, Fixed Assets, Journal Entries, Finance, Invoicing, Financial Statements, Auditing, Analysis, SAP, Great Plains Software, Human Resources, GAAP, Employee Benefits, Spreadsheets
Education
Colorado Technical University, Colorado C 2007 — 2010
Bachelor of Science Business Administration, Finance
Colorado Technical University 2005 — 2007
AA, Business Administration
Sydney Institute of Technology 1991 — 1994
Associates, Accounting
Casmir Catholic College
Ashley Rochester's California Bank & Trust Experience March 2008 - December 2011
Job Relationship Manager OneWest Bank a division of CIT Bank N.A.
Industry Banking
Experience
OneWest Bank a division of CIT Bank N.A. December 2011 - Present
California Bank & Trust March 2008 - December 2011
US Bank February 2007 - March 2008
US Bank April 2004 - February 2007
Wells Fargo December 1998 - April 2004
Skills
Credit, New Business Development, Business Strategy, Small Business Lending, Commercial Banking, C&I Lending, Cash Flow Lending, Owner Occupied, Investment Property..., Jumbo Mortgage, Cash Management, Finance, Lines Of Credit, Private Banking, Loans, Risk Management, Credit Analysis, Portfolio Management, Commercial Lending
Education
California State University-Long Beach - College of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Finance
OneWest Bank a division of CIT Bank N.A. December 2011 - Present
California Bank & Trust March 2008 - December 2011
US Bank February 2007 - March 2008
US Bank April 2004 - February 2007
Wells Fargo December 1998 - April 2004
Skills
Credit, New Business Development, Business Strategy, Small Business Lending, Commercial Banking, C&I Lending, Cash Flow Lending, Owner Occupied, Investment Property..., Jumbo Mortgage, Cash Management, Finance, Lines Of Credit, Private Banking, Loans, Risk Management, Credit Analysis, Portfolio Management, Commercial Lending
Education
California State University-Long Beach - College of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Lea Zanjani Lea Zanjani's California Bank & Trust Experience February 2012 - Present
Job 1st Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 2012 - Present
Union Bank January 1995 - September 2011
First National Bank November 1991 - December 1994
First Interstate Bank February 1990 - November 1991
Union Bank January 1981 - February 1990
Skills
Credit Analysis, Sales Management, Risk Management, Staff Supervision, Credit Portfolio..., Business Relationship..., Commercial Real Estate..., SBA Financing, Cash Management, Real Estate, Trade Finance, Loans, Commercial Banking, Asset Based Lending, Banking, CRM, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Risk, Finance, Financial Analysis, Financial Services, Leadership, Lines Of Credit, Management, Mortgage Lending, New Business Development, Portfolio Management, Refinance, SBA, Small Business Lending, Strategic Financial..., Treasury Management, Underwriting, SBA 504, Real Estate Financing, Financial Planning
Education
Pacific Coast Banking School - Seattle, Washington 2002 — 2004
Graduate, Banking
California State University-Los Angeles 1982 — 1983
na, Intermediate Accounting and Finance
Harding University 1975 — 1978
BA, English, Spanish, Finance, Acctg
California Bank & Trust February 2012 - Present
Union Bank January 1995 - September 2011
First National Bank November 1991 - December 1994
First Interstate Bank February 1990 - November 1991
Union Bank January 1981 - February 1990
Skills
Credit Analysis, Sales Management, Risk Management, Staff Supervision, Credit Portfolio..., Business Relationship..., Commercial Real Estate..., SBA Financing, Cash Management, Real Estate, Trade Finance, Loans, Commercial Banking, Asset Based Lending, Banking, CRM, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Risk, Finance, Financial Analysis, Financial Services, Leadership, Lines Of Credit, Management, Mortgage Lending, New Business Development, Portfolio Management, Refinance, SBA, Small Business Lending, Strategic Financial..., Treasury Management, Underwriting, SBA 504, Real Estate Financing, Financial Planning
Education
Pacific Coast Banking School - Seattle, Washington 2002 — 2004
Graduate, Banking
California State University-Los Angeles 1982 — 1983
na, Intermediate Accounting and Finance
Harding University 1975 — 1978
BA, English, Spanish, Finance, Acctg
Roslyn Taylor Roslyn Taylor's California Bank & Trust Experience February 2013 - Present
Job Loan Administrator II at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 2013 - Present
EDF REsource Capital August 2012 - December 2012
First Bank June 2006 - September 2011
Wachovia 1998 - 2005
Skills
Small Business Lending, Commercial Mortgages, Loans, Banking, 10 Key, Typing, Word, Excel, PowerPoint
Education
Heald College 1996 — 1998
Associate of Arts and Sciences (AAS), Business Administration and Management, General
California Bank & Trust February 2013 - Present
EDF REsource Capital August 2012 - December 2012
First Bank June 2006 - September 2011
Wachovia 1998 - 2005
Skills
Small Business Lending, Commercial Mortgages, Loans, Banking, 10 Key, Typing, Word, Excel, PowerPoint
Education
Heald College 1996 — 1998
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Grace Shang Grace Shang's California Bank & Trust Experience 2011 - Present
Job Financial Analyst with 6Year Proven Expertise in Financial Analysis, Reporting and Modeling
Industry Financial Services
Experience
California Bank & Trust 2011 - Present
PartyLite 2007 - 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Department Budgeting, Forecasting, Pricing, Variance Analysis, Trend Analysis, Banking, Commercial Real Estate..., Loan Portfolio Analysis, P&L Analysis, Key Performance..., Data Mapping (Tableau), Database Queries, Sarbanes-Oxley, Credit Risk, FRY 14 and Stress Test..., Sarbanes-Oxley Act
Education
Carleton University
MA, Economics
Fudan University
Bachelor's degree, Economics and Law
California Bank & Trust 2011 - Present
PartyLite 2007 - 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Department Budgeting, Forecasting, Pricing, Variance Analysis, Trend Analysis, Banking, Commercial Real Estate..., Loan Portfolio Analysis, P&L Analysis, Key Performance..., Data Mapping (Tableau), Database Queries, Sarbanes-Oxley, Credit Risk, FRY 14 and Stress Test..., Sarbanes-Oxley Act
Education
Carleton University
MA, Economics
Fudan University
Bachelor's degree, Economics and Law
Linda Uyeki Linda Uyeki's California Bank & Trust Experience February 2015 - Present
Job Customer Service Assistant
Industry Financial Services
Experience
California Bank & Trust February 2015 - Present
Fujimura Accountancy Corp. January 2013 - January 2015
Zions Bancorporation June 1999 - December 2011
California Bank & Trust January 1992 - December 1998
Sumitomo Bank of California April 1992 - June 1998
Various Bank January 1980 - February 1992
Skills
Payroll Services, QuickBooks, 1099 Preparation, Receptionist Duties, Bank Reconciliation, Bookkeeping, Branch Banking, Item Processing, Banking, Operations Management, Data Entry, Management, Accounts Payable, Customer Service, Deposits, Internal Audit, Internal Controls, Microsoft Excel, Outlook, Process Improvement, Retail Banking, Customer Satisfaction, Human Resources, Loans, Payments
Education
Alhambra high School
East Los Angeles College
California Bank & Trust February 2015 - Present
Fujimura Accountancy Corp. January 2013 - January 2015
Zions Bancorporation June 1999 - December 2011
California Bank & Trust January 1992 - December 1998
Sumitomo Bank of California April 1992 - June 1998
Various Bank January 1980 - February 1992
Skills
Payroll Services, QuickBooks, 1099 Preparation, Receptionist Duties, Bank Reconciliation, Bookkeeping, Branch Banking, Item Processing, Banking, Operations Management, Data Entry, Management, Accounts Payable, Customer Service, Deposits, Internal Audit, Internal Controls, Microsoft Excel, Outlook, Process Improvement, Retail Banking, Customer Satisfaction, Human Resources, Loans, Payments
Education
Alhambra high School
East Los Angeles College
Michelle Song's California Bank & Trust Experience July 2014 - August 2014
Job Summer Intern at Macy's
Industry Marketing and Advertising
Experience
CMC August 2014 - Present
Macy's June 2015 - July 2015
California Bank & Trust July 2014 - August 2014
Elle Communications June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, English, Windows, Event Planning, Team Leadership, InDesign, CisionPoint, Marketing, Editing, Data Analysis, Social Media Marketing, Leadership, Public Speaking
Education
Emory University - Goizueta Business School 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Westview High School 2008 — 2012
High School Diploma
CMC August 2014 - Present
Macy's June 2015 - July 2015
California Bank & Trust July 2014 - August 2014
Elle Communications June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, English, Windows, Event Planning, Team Leadership, InDesign, CisionPoint, Marketing, Editing, Data Analysis, Social Media Marketing, Leadership, Public Speaking
Education
Emory University - Goizueta Business School 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Westview High School 2008 — 2012
High School Diploma
Dennis Dominguez's California Bank & Trust Experience December 2009 - January 2013
Job Vice President Senior Portfolio Banker at Community Bank
Industry Banking
Experience
Community Bank January 2013 - Present
California Bank & Trust December 2009 - January 2013
Community Bank April 2007 - January 2010
Skills
Banking, Commercial Lending, Portfolio Management, Credit
Education
University of Phoenix 2000 — 2002
MA, Organizational Management
California State University-Northridge 1989 — 1994
BA, Economics
Community Bank January 2013 - Present
California Bank & Trust December 2009 - January 2013
Community Bank April 2007 - January 2010
Skills
Banking, Commercial Lending, Portfolio Management, Credit
Education
University of Phoenix 2000 — 2002
MA, Organizational Management
California State University-Northridge 1989 — 1994
BA, Economics
Ed Nance Ed Nance's California Bank & Trust Experience 2001 - December 2014
Job Vice PresidentSBA Dept at Wells Fargo SBA
Industry Banking
Experience
Wells Fargo SBA December 2014 - Present
California Bank & Trust 2001 - December 2014
Eldorado Bank 1998 - 2001
Liberty National Bank 1994 - 1998
Skills
Real Estate Economics, Investment Properties, Real Estate Transactions, Real Estate, SBA, Real Estate Development, Dispositions, Brokerage, Leases, Commercial Real Estate, Business Development, Commercial Lending, Tenant, Loans, Short Sales, Real Estate Financing, REO, Investments, Corporate Real Estate, Commercial Mortgages
Education
California State University-Long Beach 1980 — 1985
Bachelor of Science, Financial Management & Financial Investment
Wells Fargo SBA December 2014 - Present
California Bank & Trust 2001 - December 2014
Eldorado Bank 1998 - 2001
Liberty National Bank 1994 - 1998
Skills
Real Estate Economics, Investment Properties, Real Estate Transactions, Real Estate, SBA, Real Estate Development, Dispositions, Brokerage, Leases, Commercial Real Estate, Business Development, Commercial Lending, Tenant, Loans, Short Sales, Real Estate Financing, REO, Investments, Corporate Real Estate, Commercial Mortgages
Education
California State University-Long Beach 1980 — 1985
Bachelor of Science, Financial Management & Financial Investment
Ashleigh Wendland Ashleigh Wendland's California Bank & Trust Experience January 2000 - December 2001
Job Office Manager / Bookkeeper at RB Insulation / Vanderbilt Homes
Industry Consumer Services
Experience
RB Insulation / Vanderbilt Homes June 2013 - Present
ROUCH BUILDERS, FRESNO CALIFORNIA January 2012 - Present
WENDLAND CONSTRUCTION, INC August 2004 - August 2012
BUSY BEE’S DAYCARE December 2007 - April 2012
J. EDWARDS CO September 2003 - October 2004
Resource Lenders January 2003 - September 2003
California Bank & Trust January 2000 - December 2001
Skills
Credit, Banking, Mortgage Lending, Loans, Small Business Lending, Commercial Lending, Customer Service, Lines Of Credit, Commercial Banking, Cash Management, Consumer Lending, Financial Analysis
Education
Fresno Pacific University 2010 — 2011
BA, Business Administration / Organizational Leadership
Fresno Pacific University 2010 — 2011
BA Degree, Organizational Leadership
RB Insulation / Vanderbilt Homes June 2013 - Present
ROUCH BUILDERS, FRESNO CALIFORNIA January 2012 - Present
WENDLAND CONSTRUCTION, INC August 2004 - August 2012
BUSY BEE’S DAYCARE December 2007 - April 2012
J. EDWARDS CO September 2003 - October 2004
Resource Lenders January 2003 - September 2003
California Bank & Trust January 2000 - December 2001
Skills
Credit, Banking, Mortgage Lending, Loans, Small Business Lending, Commercial Lending, Customer Service, Lines Of Credit, Commercial Banking, Cash Management, Consumer Lending, Financial Analysis
Education
Fresno Pacific University 2010 — 2011
BA, Business Administration / Organizational Leadership
Fresno Pacific University 2010 — 2011
BA Degree, Organizational Leadership
Louie Ko Louie Ko's California Bank & Trust Experience 2013 - Present
Job VP at California Bank & Trust
Industry Banking
Experience
California Bank & Trust 2013 - Present
Bank of Manhattan 2011 - 2013
Manufacturers Bank 2005 - 2011
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Small Business Lending, Asset Based Lending, Credit Risk, Mortgage Lending, Portfolio Management, Underwriting, Lines Of Credit, Risk Management, Loan Origination, Financial Analysis, Investments, Commercial Mortgages, SBA, Finance
Education
California State University-Long Beach
California Bank & Trust 2013 - Present
Bank of Manhattan 2011 - 2013
Manufacturers Bank 2005 - 2011
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Small Business Lending, Asset Based Lending, Credit Risk, Mortgage Lending, Portfolio Management, Underwriting, Lines Of Credit, Risk Management, Loan Origination, Financial Analysis, Investments, Commercial Mortgages, SBA, Finance
Education
California State University-Long Beach
Catherine Jooyan's California Bank & Trust Experience 2001 - 2004
Job Regional Sales Manager at US Bank
Industry Banking
Experience
US Bank February 2011 - Present
EDF Resource Capital April 2006 - March 2011
California Bank & Trust 2001 - 2004
El Dorado Bank September 1997 - 2001
Liberty National Bank 1982 - 1998
Education
California State University-Long Beach - College of Business Administration
Business Administration and Management, General
US Bank February 2011 - Present
EDF Resource Capital April 2006 - March 2011
California Bank & Trust 2001 - 2004
El Dorado Bank September 1997 - 2001
Liberty National Bank 1982 - 1998
Education
California State University-Long Beach - College of Business Administration
Business Administration and Management, General
Royel Mengiste Royel Mengiste's California Bank & Trust Experience January 1999 - October 1999
Job Vice President/Branch Manager at OneWest Bank
Industry Banking
Experience
OneWest Bank October 1999 - Present
First Federal Bank 1999 - 2012
California Bank & Trust January 1999 - October 1999
Home Savings of America 1997 - 1999
Skills
Credit, Commercial Banking, Mortgage Lending, Banking, Small Business Lending, Commercial Lending, Consumer Lending, Loans, Commercial Mortgages, Loan Origination, Lines Of Credit, Mortgage Banking, SBA, Retail Banking
Education
California State University-Long Beach
OneWest Bank October 1999 - Present
First Federal Bank 1999 - 2012
California Bank & Trust January 1999 - October 1999
Home Savings of America 1997 - 1999
Skills
Credit, Commercial Banking, Mortgage Lending, Banking, Small Business Lending, Commercial Lending, Consumer Lending, Loans, Commercial Mortgages, Loan Origination, Lines Of Credit, Mortgage Banking, SBA, Retail Banking
Education
California State University-Long Beach
Seth Breedlove Seth Breedlove's California Bank & Trust Experience November 1998 - February 2000
Job Marketing Analyst at Oracle
Industry Market Research
Experience
United Business Media June 2011 - Present
The Job Shop January 2015 - Present
The TemPositions Group of Companies December 2011 - Present
Volt Technical Resources May 2014 - July 2014
St. Mary's Medical Center October 2005 - February 2013
Mindjet August 2012 - October 2012
Seth Breedlove (Self Employed) August 2010 - August 2010
San Francisco State University January 2009 - May 2010
University of California June 2007 - June 2009
California Bank & Trust November 1998 - February 2000
Skills
Excel, MS Word, Project Office, Access, Adobe InDesign CS5, SQL, Multivariate analysis, Visio, Business Analysis, Process Mapping, Gap Analysis, Use Case Analysis, Task Analysis, Analytics, Negotiation, Team Management, Coordination, PowerPoint, Research, Focus Groups, Social Media, Market Research, Strategic Planning, Marketing Strategy, Microsoft Office, Analysis, Data Analysis, Competitive Analysis, Google Analytics, Team Leadership, Healthcare, Team Building, Outlook, Social Networking, Creative Problem Solving, Business Strategy, Problem Solving, Product Development, Project Planning, Data Aggregation, Marketing Research, Advertising Research, Counseling, Writing, Public Speaking, Market Analysis, Business Intelligence, Process Improvement, Omniture, SiteCatalyst
Education
San Francisco State University 2009 — 2010
Graduate School - M.B.A, MBA Marketing _Entrepreneurship
San Francisco State Univerisity 2007 — 2009
Bachelors Degree, Business Administration - Management
City College of San Francisco 2003 — 2006
Associates Degree; Certification, A.S. Real Estate - Certification Spanish Language
United Business Media June 2011 - Present
The Job Shop January 2015 - Present
The TemPositions Group of Companies December 2011 - Present
Volt Technical Resources May 2014 - July 2014
St. Mary's Medical Center October 2005 - February 2013
Mindjet August 2012 - October 2012
Seth Breedlove (Self Employed) August 2010 - August 2010
San Francisco State University January 2009 - May 2010
University of California June 2007 - June 2009
California Bank & Trust November 1998 - February 2000
Skills
Excel, MS Word, Project Office, Access, Adobe InDesign CS5, SQL, Multivariate analysis, Visio, Business Analysis, Process Mapping, Gap Analysis, Use Case Analysis, Task Analysis, Analytics, Negotiation, Team Management, Coordination, PowerPoint, Research, Focus Groups, Social Media, Market Research, Strategic Planning, Marketing Strategy, Microsoft Office, Analysis, Data Analysis, Competitive Analysis, Google Analytics, Team Leadership, Healthcare, Team Building, Outlook, Social Networking, Creative Problem Solving, Business Strategy, Problem Solving, Product Development, Project Planning, Data Aggregation, Marketing Research, Advertising Research, Counseling, Writing, Public Speaking, Market Analysis, Business Intelligence, Process Improvement, Omniture, SiteCatalyst
Education
San Francisco State University 2009 — 2010
Graduate School - M.B.A, MBA Marketing _Entrepreneurship
San Francisco State Univerisity 2007 — 2009
Bachelors Degree, Business Administration - Management
City College of San Francisco 2003 — 2006
Associates Degree; Certification, A.S. Real Estate - Certification Spanish Language
Michelle Akbari Michelle Akbari's California Bank & Trust Experience August 2014 - Present
Job Assistant Vice President/ Relationship Banker / MLO at California Bank & Trust
Industry Wholesale
Experience
California Bank & Trust August 2014 - Present
JPMorgan Chase May 2011 - August 2014
Skills
Account Management, Team Building, Customer Service, Forecasting, Business Planning, Insurance, Asset Management, Strategy, Leadership, Management, Process Improvement, Business Strategy, Sales Management, Start-ups, Vendor Management, Operations Management, Strategic Planning, Contract Negotiation, Financial Analysis, Retail Banking, Risk Management, Sales, Small Business, Negotiation, Marketing Strategy
Education
California State University-Long Beach - College of Business Administration 1995 — 1998
Medical Microbiology / Chemistry
California State University of Long Beach
California Bank & Trust August 2014 - Present
JPMorgan Chase May 2011 - August 2014
Skills
Account Management, Team Building, Customer Service, Forecasting, Business Planning, Insurance, Asset Management, Strategy, Leadership, Management, Process Improvement, Business Strategy, Sales Management, Start-ups, Vendor Management, Operations Management, Strategic Planning, Contract Negotiation, Financial Analysis, Retail Banking, Risk Management, Sales, Small Business, Negotiation, Marketing Strategy
Education
California State University-Long Beach - College of Business Administration 1995 — 1998
Medical Microbiology / Chemistry
California State University of Long Beach
Garrett Neilsen Garrett Neilsen's California Bank & Trust Experience March 2006 - January 2009
Job Senior Manager, Sales Planning, Retail Market Strategy at Lionsgate
Industry Entertainment
Experience
Lionsgate March 2012 - Present
Summit Entertainment February 2011 - March 2012
Universal Pictures September 2010 - January 2011
VFG Securities, Inc. January 2010 - September 2010
California Bank & Trust March 2006 - January 2009
Bank of America November 2004 - March 2006
Skills
Social Media Marketing, Social Networking, Social Media, Marketing, Entertainment, Marketing Strategy, Sales, Digital Media, Event Management, Strategic Planning, Event Planning, Online Advertising, Customer Service, Public Relations, Marketing Communications
Education
California State University-Long Beach - College of Business Administration
B.S., Business Administration, Marketing
Lionsgate March 2012 - Present
Summit Entertainment February 2011 - March 2012
Universal Pictures September 2010 - January 2011
VFG Securities, Inc. January 2010 - September 2010
California Bank & Trust March 2006 - January 2009
Bank of America November 2004 - March 2006
Skills
Social Media Marketing, Social Networking, Social Media, Marketing, Entertainment, Marketing Strategy, Sales, Digital Media, Event Management, Strategic Planning, Event Planning, Online Advertising, Customer Service, Public Relations, Marketing Communications
Education
California State University-Long Beach - College of Business Administration
B.S., Business Administration, Marketing
Aline Chase's California Bank & Trust Experience May 2001 - October 2011
Job Vice President/Business Relationship Manager for East West Bank
Industry Banking
Experience
East West Bank November 2013 - September 2014
Scott Valley Bank November 2011 - August 2013
California Bank & Trust May 2001 - October 2011
Citi March 2000 - April 2001
OnCall Mortgage October 1998 - March 1999
Everest Mortgage March 1998 - September 1998
Federal Reserve Bank of San Francisco April 1996 - September 1997
Home Federal Savings of San Francisco October 1984 - April 1996
Home Federal Savings of San Francisco October 1981 - October 1984
Skills
Credit Risk, Credit, Commercial Lending, Loans, Financial Analysis, Customer Service, Retail Banking, Leadership, Business Development, Problem Solving, Pricing, Underwriting, Relationship Management, Asset Backed Lending, Mortgage Lending, Risk Management, Financial Services, Lines Of Credit, Cash Management, Mergers & Acquisitions, Small Business Lending, Credit Analysis, Banking, Asset Based Lending, Treasury Management, Consumer Lending, Commercial Banking, Portfolio Management, Finance, Loan Origination, Merchant Services, Analysis, Cross Selling, Mortgage Banking, Sales, Financial Risk, SBA, New Business Development, Cash Flow Lending, Branch Management, Treasury Services, Financial Institutions, Home Equity Lines of..., Commercial Real Estate, Commercial Mortgages
Education
Contra Costa College 1972 — 1975
Associate's degree, General Studies, Degree with Honors
East West Bank November 2013 - September 2014
Scott Valley Bank November 2011 - August 2013
California Bank & Trust May 2001 - October 2011
Citi March 2000 - April 2001
OnCall Mortgage October 1998 - March 1999
Everest Mortgage March 1998 - September 1998
Federal Reserve Bank of San Francisco April 1996 - September 1997
Home Federal Savings of San Francisco October 1984 - April 1996
Home Federal Savings of San Francisco October 1981 - October 1984
Skills
Credit Risk, Credit, Commercial Lending, Loans, Financial Analysis, Customer Service, Retail Banking, Leadership, Business Development, Problem Solving, Pricing, Underwriting, Relationship Management, Asset Backed Lending, Mortgage Lending, Risk Management, Financial Services, Lines Of Credit, Cash Management, Mergers & Acquisitions, Small Business Lending, Credit Analysis, Banking, Asset Based Lending, Treasury Management, Consumer Lending, Commercial Banking, Portfolio Management, Finance, Loan Origination, Merchant Services, Analysis, Cross Selling, Mortgage Banking, Sales, Financial Risk, SBA, New Business Development, Cash Flow Lending, Branch Management, Treasury Services, Financial Institutions, Home Equity Lines of..., Commercial Real Estate, Commercial Mortgages
Education
Contra Costa College 1972 — 1975
Associate's degree, General Studies, Degree with Honors
Justin Schaller Justin Schaller's California Bank & Trust Experience 2010 - 2011
Job President at Property Management Connection
Industry Banking
Experience
Property Management Connection September 2015 - Present
City National Bank September 2011 - 2015
California Bank & Trust 2010 - 2011
Wachovia, A Wells Fargo Company May 2008 - August 2009
Citibank February 2005 - May 2008
Skills
Small Business, Portfolio Management, Banking, Loans, Cash Management, Business Relationship..., Leasing, Equipment Finance, Real Estate Financing, Working Capital..., Real Estate, Finance, Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Management, Credit, Mortgage Lending, Lines Of Credit, Wealth Management, Treasury Management, Investments, Asset Based Lending, Consumer Lending, Credit Risk, Relationship Management, Financial Structuring, Commercial Mortgages, Financial Services, Financial Analysis, Risk Management, Loan Origination, Sales
Education
Institute of Certified Bankers 2013 — 2014
CLBB- Certified Lender Business Banking, Business & Commercial Credit Risk & Relationship Management
Glendale Community College 1995 — 2006
Accounting and Business/Management
Saddleback College 1997 — 1998
International Business/Trade/Commerce
Property Management Connection September 2015 - Present
City National Bank September 2011 - 2015
California Bank & Trust 2010 - 2011
Wachovia, A Wells Fargo Company May 2008 - August 2009
Citibank February 2005 - May 2008
Skills
Small Business, Portfolio Management, Banking, Loans, Cash Management, Business Relationship..., Leasing, Equipment Finance, Real Estate Financing, Working Capital..., Real Estate, Finance, Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Management, Credit, Mortgage Lending, Lines Of Credit, Wealth Management, Treasury Management, Investments, Asset Based Lending, Consumer Lending, Credit Risk, Relationship Management, Financial Structuring, Commercial Mortgages, Financial Services, Financial Analysis, Risk Management, Loan Origination, Sales
Education
Institute of Certified Bankers 2013 — 2014
CLBB- Certified Lender Business Banking, Business & Commercial Credit Risk & Relationship Management
Glendale Community College 1995 — 2006
Accounting and Business/Management
Saddleback College 1997 — 1998
International Business/Trade/Commerce
Michael Kadel's California Bank & Trust Experience July 2014 - Present
Job SVP/Business Center Manager California Bank & Trust
Industry Banking
Experience
San Francisco Chamber of Commerce June 2015 - Present
California Bank & Trust July 2014 - Present
Marin Economic Forum January 2012 - Present
Hospice By The Bay January 2006 - Present
San Rafael Chamber of Commerce January 2011 - July 2014
Bank of Marin April 2007 - July 2014
San Rafael Rotary October 2009 - November 2011
Wells Fargo Bank 1990 - 2000
Skills
Underwriting, Finance, Strategic Planning, Commercial Lending, Public Speaking, Non-profits, Organizational..., Portfolio Management, Real Estate, Marketing Strategy, Nonprofits, Coaching, Event Planning, Event Management, Contract Negotiation, Entrepreneurship, Sales Management, Business Development, Investments, Leadership, Team Building, Social Media, Fundraising, Commercial Banking, Banking, Community Outreach, Small Business, Small Business Lending, Budgets, Business Strategy, Start-ups, Executive Management, Mortgage Lending, Marketing, Leadership Development, Credit Analysis, New Business Development, Risk Management, Customer Service, Cash Management, Management, Loans, Credit, Auditing, Strategy, Public Relations, Business Planning, Financial Services, Financial Analysis, Program Management
Education
Pacific Coast Banking School 2011 — 2013
Master's degree, Executive Management
Kansas State University 1986 — 1990
B.S., Agricultural Economics
San Francisco Chamber of Commerce June 2015 - Present
California Bank & Trust July 2014 - Present
Marin Economic Forum January 2012 - Present
Hospice By The Bay January 2006 - Present
San Rafael Chamber of Commerce January 2011 - July 2014
Bank of Marin April 2007 - July 2014
San Rafael Rotary October 2009 - November 2011
Wells Fargo Bank 1990 - 2000
Skills
Underwriting, Finance, Strategic Planning, Commercial Lending, Public Speaking, Non-profits, Organizational..., Portfolio Management, Real Estate, Marketing Strategy, Nonprofits, Coaching, Event Planning, Event Management, Contract Negotiation, Entrepreneurship, Sales Management, Business Development, Investments, Leadership, Team Building, Social Media, Fundraising, Commercial Banking, Banking, Community Outreach, Small Business, Small Business Lending, Budgets, Business Strategy, Start-ups, Executive Management, Mortgage Lending, Marketing, Leadership Development, Credit Analysis, New Business Development, Risk Management, Customer Service, Cash Management, Management, Loans, Credit, Auditing, Strategy, Public Relations, Business Planning, Financial Services, Financial Analysis, Program Management
Education
Pacific Coast Banking School 2011 — 2013
Master's degree, Executive Management
Kansas State University 1986 — 1990
B.S., Agricultural Economics
Richard Sutton's California Bank & Trust Experience February 2010 - April 2013
Job Senior Vice President at First Bank
Industry Banking
Experience
First Bank April 2013 - Present
California Bank & Trust February 2010 - April 2013
Affinity Bank September 2006 - September 2009
FINOVA Capital Corporation 1993 - 2001
FINOVA Capital Corporation 1993 - 2001
Laguna Holdings LLC 1990 - 1993
Huntington Holdings LLC 1987 - 1990
Security Pacific Bank 1983 - 1986
Skills
17 years of lending..., Commercial Banking, Asset Based Lending, Commercial Lending, Middle Market, Management, Investments, Credit, Private Equity, Corporate Finance, Mergers & Acquisitions, Credit Analysis, Cash Management, Portfolio Management, Loans, Small Business Lending, Banking, Financial Structuring
Education
Indiana University Bloomington 1972 — 1976
BS, Accounting
First Bank April 2013 - Present
California Bank & Trust February 2010 - April 2013
Affinity Bank September 2006 - September 2009
FINOVA Capital Corporation 1993 - 2001
FINOVA Capital Corporation 1993 - 2001
Laguna Holdings LLC 1990 - 1993
Huntington Holdings LLC 1987 - 1990
Security Pacific Bank 1983 - 1986
Skills
17 years of lending..., Commercial Banking, Asset Based Lending, Commercial Lending, Middle Market, Management, Investments, Credit, Private Equity, Corporate Finance, Mergers & Acquisitions, Credit Analysis, Cash Management, Portfolio Management, Loans, Small Business Lending, Banking, Financial Structuring
Education
Indiana University Bloomington 1972 — 1976
BS, Accounting
Jennifer Bolante Jennifer Bolante's California Bank & Trust Experience January 2010 - July 2013
Job Vice President Portfolio Banker at Farmers & Merchants Bank of Long Beach
Industry Financial Services
Experience
Farmers & Merchants Bank of Long Beach July 2013 - Present
California Bank & Trust January 2010 - July 2013
The CIT Group May 2006 - June 2009
The CIT Group July 2004 - May 2006
The CIT Group December 2003 - July 2004
The CIT Group October 2000 - December 2003
City National Bank June 1998 - June 2000
Bank of America January 1996 - June 1998
Skills
Credit Analysis, Financial Analysis, Time Management
Education
California State University-Long Beach - College of Business Administration 1996 — 2000
Bachelors in Science, Finance & Marketing
Bishop Montgomery High School 1991 — 1995
Farmers & Merchants Bank of Long Beach July 2013 - Present
California Bank & Trust January 2010 - July 2013
The CIT Group May 2006 - June 2009
The CIT Group July 2004 - May 2006
The CIT Group December 2003 - July 2004
The CIT Group October 2000 - December 2003
City National Bank June 1998 - June 2000
Bank of America January 1996 - June 1998
Skills
Credit Analysis, Financial Analysis, Time Management
Education
California State University-Long Beach - College of Business Administration 1996 — 2000
Bachelors in Science, Finance & Marketing
Bishop Montgomery High School 1991 — 1995
Bruce Patchin Bruce Patchin's California Bank & Trust Experience January 2000 - October 2001
Job Accounting Consultant at Robert Half International
Industry Financial Services
Experience
Robert Half International October 2013 - Present
Patchin Financial Solutions August 2009 - Present
H&R Block September 2009 - April 2012
Wachovia Bank January 2004 - August 2009
Robert Half International November 2001 - January 2004
California Bank & Trust January 2000 - October 2001
Skills
Forecasting, Budgeting, Develop Sales Plan, Excellent Customer..., Loan Officer, Needs Based Solutions, Excellent Rapport, Loan Origination, Home Equity Lines of..., Loan Modifications, Credit Analysis, Property Evaluations, High Funding Ratio, Aggressive Retention..., Effective Marketing..., Call Center, "Customer First"..., Educated Client Base, Profit Oriented, Deepen Client..., New Business Acquisition, Accounting Solutions, Management Results, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Appraisals, Auditing, Budgets, Business Acquisition, Call Centers, Cash Flow, Cash Management, Customer Service, Finance, Financial Analysis, General Ledger, Leadership, Management, Mortgage Lending, QuickBooks, Variance Analysis
Education
Golden Gate University
MBA, Finance
San Jose State University
BS, Accounting
Robert Half International October 2013 - Present
Patchin Financial Solutions August 2009 - Present
H&R Block September 2009 - April 2012
Wachovia Bank January 2004 - August 2009
Robert Half International November 2001 - January 2004
California Bank & Trust January 2000 - October 2001
Skills
Forecasting, Budgeting, Develop Sales Plan, Excellent Customer..., Loan Officer, Needs Based Solutions, Excellent Rapport, Loan Origination, Home Equity Lines of..., Loan Modifications, Credit Analysis, Property Evaluations, High Funding Ratio, Aggressive Retention..., Effective Marketing..., Call Center, "Customer First"..., Educated Client Base, Profit Oriented, Deepen Client..., New Business Acquisition, Accounting Solutions, Management Results, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Appraisals, Auditing, Budgets, Business Acquisition, Call Centers, Cash Flow, Cash Management, Customer Service, Finance, Financial Analysis, General Ledger, Leadership, Management, Mortgage Lending, QuickBooks, Variance Analysis
Education
Golden Gate University
MBA, Finance
San Jose State University
BS, Accounting
Graciela Grace Paniagua's California Bank & Trust Experience 1998 - 2001
Job Realtor at Better Homes and Gardens Real Estate | Mason McDuffie
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Mason McDuffie December 2014 - Present
Fidelity Brokers 2005 - 2006
Reunion Mortgage 2002 - 2005
California Bank & Trust 1998 - 2001
Skills
Single Family Homes, Sellers, Referrals, Investment Properties
Education
Heald College-Hayward 1996 — 1998
Associate of Arts and Sciences (A.A.S.)
Better Homes and Gardens Real Estate Mason McDuffie December 2014 - Present
Fidelity Brokers 2005 - 2006
Reunion Mortgage 2002 - 2005
California Bank & Trust 1998 - 2001
Skills
Single Family Homes, Sellers, Referrals, Investment Properties
Education
Heald College-Hayward 1996 — 1998
Associate of Arts and Sciences (A.A.S.)
Joe O'Connell Joe O'Connell's California Bank & Trust Experience August 2009 - March 2013
Job
Industry Financial Services
Experience
Black Canyon Capital April 2013 - Present
California Bank & Trust August 2009 - March 2013
Allied Capital 2005 - September 2008
Credit Suisse 2003 - 2005
Fox-Pitt, Kelton June 2002 - June 2003
ProFund Advisors LLC July 2001 - September 2001
Skills
Private Equity, Structured Finance, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Debt, Mergers, Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Credit Analysis, Entrepreneurship, Portfolio Management, Asset Management, Financial Structuring, Investments, Finance, Leveraged Finance, Loans, Credit
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 1998 — 2002
B.S.
University of North Carolina at Chapel Hill 1997 — 1999
Gulliver 1993 — 1997
Black Canyon Capital April 2013 - Present
California Bank & Trust August 2009 - March 2013
Allied Capital 2005 - September 2008
Credit Suisse 2003 - 2005
Fox-Pitt, Kelton June 2002 - June 2003
ProFund Advisors LLC July 2001 - September 2001
Skills
Private Equity, Structured Finance, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Debt, Mergers, Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Credit Analysis, Entrepreneurship, Portfolio Management, Asset Management, Financial Structuring, Investments, Finance, Leveraged Finance, Loans, Credit
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 1998 — 2002
B.S.
University of North Carolina at Chapel Hill 1997 — 1999
Gulliver 1993 — 1997
Abby Walls Abby Walls's California Bank & Trust Experience June 2008 - August 2014
Job
Industry Banking
Experience
First Bank August 2015 - Present
California Bank & Trust June 2008 - August 2014
Comerica Bank - Technology & Life Sciences November 2005 - May 2008
Silicon Valley Bank March 2000 - July 2005
Bank of America Commercial Corp January 1997 - March 2000
Asset Valuation Advisors, Inc. December 1993 - August 1996
Skills
Commercial Lending, Loans, Commercial Banking, Business Development, Venture Capital, Private Equity, Factoring, Asset Based Lending, Banking, Cash Flow Lending, Lines Of Credit, Loan Origination, Start-ups, Commercial Mortgages, Structured Finance, Mergers & Acquisitions, New Business Development, Portfolio Management, Finance, Underwriting, Credit Analysis, Credit, Middle Market, Financial Analysis
Education
Georgia Institute of Technology 1986 — 1990
BS, Economics
St. Charles High School
First Bank August 2015 - Present
California Bank & Trust June 2008 - August 2014
Comerica Bank - Technology & Life Sciences November 2005 - May 2008
Silicon Valley Bank March 2000 - July 2005
Bank of America Commercial Corp January 1997 - March 2000
Asset Valuation Advisors, Inc. December 1993 - August 1996
Skills
Commercial Lending, Loans, Commercial Banking, Business Development, Venture Capital, Private Equity, Factoring, Asset Based Lending, Banking, Cash Flow Lending, Lines Of Credit, Loan Origination, Start-ups, Commercial Mortgages, Structured Finance, Mergers & Acquisitions, New Business Development, Portfolio Management, Finance, Underwriting, Credit Analysis, Credit, Middle Market, Financial Analysis
Education
Georgia Institute of Technology 1986 — 1990
BS, Economics
St. Charles High School
Randy Kohls Randy Kohls's California Bank & Trust Experience September 2011 - September 2015
Job Vice President at Silvergate Bank
Industry Banking
Experience
Silvergate Bank September 2015 - Present
California Bank & Trust September 2011 - September 2015
Union Bank May 1989 - September 2011
Skills
New Business Development, Credit Analysis, Portfolio Management, Commercial Lending, Real Estate Financing, Treasury Management, Risk Management, Loans, Commercial Banking, Small Business Lending, Leadership, Credit Risk, Credit, Financial Structuring, Private Equity, Financial Analysis, Mortgage Banking, SBA, Commercial Mortgages, Banking, Business Development, Finance, Financial Services, Real Estate Economics, Consumer Lending, Financial Modeling, Relationship Management, Real Estate, Underwriting, Retail Banking, Mergers & Acquisitions, Asset Management, Lines Of Credit, Investments, Due Diligence, Asset Based Lending, Mortgage Lending, Loan Origination
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
Niles West HS 1974 — 1977
Silvergate Bank September 2015 - Present
California Bank & Trust September 2011 - September 2015
Union Bank May 1989 - September 2011
Skills
New Business Development, Credit Analysis, Portfolio Management, Commercial Lending, Real Estate Financing, Treasury Management, Risk Management, Loans, Commercial Banking, Small Business Lending, Leadership, Credit Risk, Credit, Financial Structuring, Private Equity, Financial Analysis, Mortgage Banking, SBA, Commercial Mortgages, Banking, Business Development, Finance, Financial Services, Real Estate Economics, Consumer Lending, Financial Modeling, Relationship Management, Real Estate, Underwriting, Retail Banking, Mergers & Acquisitions, Asset Management, Lines Of Credit, Investments, Due Diligence, Asset Based Lending, Mortgage Lending, Loan Origination
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
Niles West HS 1974 — 1977
Heather Couture Heather Couture's California Bank & Trust Experience February 2012 - Present
Job Disbursement Analyst III at California Bank & Trust
Industry Banking
Experience
World Financial Group (WFG) June 2015 - Present
California Bank & Trust February 2012 - Present
California Bank & Trust January 2009 - November 2012
Alliance Bank April 2004 - March 2009
Merritt, Hawkins and Associates 2002 - 2004
AltaMed Health Services 2002 - 2004
Downey Regional Medical Center 1989 - 1998
Skills
Credit, Loans, Commercial Lending, Real Estate, Commercial Banking, Insurance, Loan Origination, Banking, Lines Of Credit, Consumer Lending, Construction Loans, Funding, Risk Management, Loan servicing, Loan documentation, Communication Skills, Policy and procedural..., Training, Finance, Management
Education
University of Phoenix 2010 — 2013
Bachelor's Degree, Business Management; Hospitality Management
Cerritos College 1997 — 1998
Certification, Cosmetology
Santa Fe High School 1984 — 1988
Diploma, College Prep Courses
World Financial Group (WFG) June 2015 - Present
California Bank & Trust February 2012 - Present
California Bank & Trust January 2009 - November 2012
Alliance Bank April 2004 - March 2009
Merritt, Hawkins and Associates 2002 - 2004
AltaMed Health Services 2002 - 2004
Downey Regional Medical Center 1989 - 1998
Skills
Credit, Loans, Commercial Lending, Real Estate, Commercial Banking, Insurance, Loan Origination, Banking, Lines Of Credit, Consumer Lending, Construction Loans, Funding, Risk Management, Loan servicing, Loan documentation, Communication Skills, Policy and procedural..., Training, Finance, Management
Education
University of Phoenix 2010 — 2013
Bachelor's Degree, Business Management; Hospitality Management
Cerritos College 1997 — 1998
Certification, Cosmetology
Santa Fe High School 1984 — 1988
Diploma, College Prep Courses
Brian Cullen, MBA, CTP's California Bank & Trust Experience March 2008 - November 2008
Job eCommerce Fraud Operations Manager at Sony Network Entertainment Int'l (SNEI)
Industry Financial Services
Experience
Sony Network Entertainment Int'l (SNEI) May 2012 - Present
BE Cullen Consulting, Inc. January 2012 - Present
R&R Consulting June 2006 - Present
The Active Network August 2009 - January 2012
Valley View Casino February 2009 - July 2009
California Bank & Trust March 2008 - November 2008
Dematteo Monness April 2007 - March 2008
College Loan Corporation 2005 - 2007
Deutsche Bank August 2004 - April 2005
Morgan Stanley March 1996 - August 2004
Skills
Treasury Management, B2B eCommerce, Investment Banking, Structured Finance, Securitization, Staff Supervision, Risk Management, Hedging, Modeling, Accounting, SEC reporting, Budgeting, Financial Reporting, Capital Markets, Financial Analysis, Forecasting, Corporate Finance, Derivatives, Internal Controls, ABS, Analysis, Cash Management, Cash Flow, Debt, Reconciliation, FX, Liquidity Management, Financial Accounting, Banking, Financial Modeling, Cash Flow Forecasting, Budgets, Payment Industry, Payment Systems, Electronic Payments, Payment Gateways, Business Process..., Alternative Payments, Mobile Payments, Credit Card Fraud, Managerial Finance, E-commerce, Executive Management, Management, Account Reconciliation, Visio, Credit
Education
Fordham Gabelli School of Business 1996 — 2001
Master of Business Administration (M.B.A.), Finance
Loyola College in Maryland 1988 — 1992
BBA, Finance
Sony Network Entertainment Int'l (SNEI) May 2012 - Present
BE Cullen Consulting, Inc. January 2012 - Present
R&R Consulting June 2006 - Present
The Active Network August 2009 - January 2012
Valley View Casino February 2009 - July 2009
California Bank & Trust March 2008 - November 2008
Dematteo Monness April 2007 - March 2008
College Loan Corporation 2005 - 2007
Deutsche Bank August 2004 - April 2005
Morgan Stanley March 1996 - August 2004
Skills
Treasury Management, B2B eCommerce, Investment Banking, Structured Finance, Securitization, Staff Supervision, Risk Management, Hedging, Modeling, Accounting, SEC reporting, Budgeting, Financial Reporting, Capital Markets, Financial Analysis, Forecasting, Corporate Finance, Derivatives, Internal Controls, ABS, Analysis, Cash Management, Cash Flow, Debt, Reconciliation, FX, Liquidity Management, Financial Accounting, Banking, Financial Modeling, Cash Flow Forecasting, Budgets, Payment Industry, Payment Systems, Electronic Payments, Payment Gateways, Business Process..., Alternative Payments, Mobile Payments, Credit Card Fraud, Managerial Finance, E-commerce, Executive Management, Management, Account Reconciliation, Visio, Credit
Education
Fordham Gabelli School of Business 1996 — 2001
Master of Business Administration (M.B.A.), Finance
Loyola College in Maryland 1988 — 1992
BBA, Finance
Kimberly Corrales's California Bank & Trust Experience September 2003 - January 2006
Job Contract Assistant at Wells Fargo Equipment Finance
Industry Financial Services
Experience
Wells Fargo Equipment Finance February 2012 - Present
Wells Fargo November 2009 - February 2012
Wells Fargo August 2008 - November 2009
J. Kirk Gray, PC February 2006 - May 2008
California Bank & Trust September 2003 - January 2006
Lewis L. Henrickson, Inc. September 2002 - September 2003
OASYS Investments June 1997 - September 2001
Skills
Microsoft Word, Microsoft Excel, SharePoint, Outlook, Lync, QuickBooks, Rumba, Reflection, Peachtree, Oracle, PowerPoint, Artiva, TabFusion, Spanish, Public Speaking
Education
University of Phoenix 2014 — 2017
Bachelor of Business Administration (B.B.A.)
Grossmont College 2001 — 2002
Wells Fargo Equipment Finance February 2012 - Present
Wells Fargo November 2009 - February 2012
Wells Fargo August 2008 - November 2009
J. Kirk Gray, PC February 2006 - May 2008
California Bank & Trust September 2003 - January 2006
Lewis L. Henrickson, Inc. September 2002 - September 2003
OASYS Investments June 1997 - September 2001
Skills
Microsoft Word, Microsoft Excel, SharePoint, Outlook, Lync, QuickBooks, Rumba, Reflection, Peachtree, Oracle, PowerPoint, Artiva, TabFusion, Spanish, Public Speaking
Education
University of Phoenix 2014 — 2017
Bachelor of Business Administration (B.B.A.)
Grossmont College 2001 — 2002
Andrew Sova's California Bank & Trust Experience June 2015 - August 2015
Job Senior Student Athlete at Claremont McKenna College seeking fulltime position after graduation
Industry Banking
Experience
California Bank & Trust June 2015 - August 2015
Farmer's West flowers June 2014 - August 2014
BlueStar Parking, LLC June 2013 - June 2014
Skills
Research, Valuation, Financial Modeling, Financial Statement..., Microsoft Excel, Public Speaking, Fundraising, Statistical Data..., Market Research, Corporate Finance, Database Design, Stata, Leadership, Finance, Teamwork, Social Networking, Economics, Underwriting, Financial Analysis, Accounting, Analysis, Statistics
Education
Claremont McKenna College 2012 — 2016
Bachelor's Degree, Economics and Finance
Carpinteria High School 2008 — 2012
California Bank & Trust June 2015 - August 2015
Farmer's West flowers June 2014 - August 2014
BlueStar Parking, LLC June 2013 - June 2014
Skills
Research, Valuation, Financial Modeling, Financial Statement..., Microsoft Excel, Public Speaking, Fundraising, Statistical Data..., Market Research, Corporate Finance, Database Design, Stata, Leadership, Finance, Teamwork, Social Networking, Economics, Underwriting, Financial Analysis, Accounting, Analysis, Statistics
Education
Claremont McKenna College 2012 — 2016
Bachelor's Degree, Economics and Finance
Carpinteria High School 2008 — 2012
Wolf Cramer Wolf Cramer's California Bank & Trust Experience November 1994 - November 1998
Job Founder & Senior Business Consultant
Industry Management Consulting
Experience
Jazz Shack Consulting March 2015 - Present
IBM April 2014 - February 2015
IBM January 2013 - March 2014
IBM July 2008 - December 2012
IBM January 2007 - June 2008
IBM March 2004 - January 2007
IBM September 2001 - March 2004
Lucent Technologies November 1998 - August 2001
California Bank & Trust November 1994 - November 1998
Skills
Agile Project Management, Web Project Management, Strategic Consulting, Business Management, Strategic Planning, Requirements Analysis, Business Analysis, Strategic Leadership, Team Leadership, Business Transformation, Process Optimization, Project Management, Program Management, Project Planning, Process Improvement, Management, Strategy, Cross-functional Team..., Enterprise Software, Cloud Computing, CRM, Agile Methodologies, IT Strategy, Integration
Education
Santa Clara University 2006 — 2007
Masters, Business Administration
Fordham University 1989 — 1993
BA, English
Jazz Shack Consulting March 2015 - Present
IBM April 2014 - February 2015
IBM January 2013 - March 2014
IBM July 2008 - December 2012
IBM January 2007 - June 2008
IBM March 2004 - January 2007
IBM September 2001 - March 2004
Lucent Technologies November 1998 - August 2001
California Bank & Trust November 1994 - November 1998
Skills
Agile Project Management, Web Project Management, Strategic Consulting, Business Management, Strategic Planning, Requirements Analysis, Business Analysis, Strategic Leadership, Team Leadership, Business Transformation, Process Optimization, Project Management, Program Management, Project Planning, Process Improvement, Management, Strategy, Cross-functional Team..., Enterprise Software, Cloud Computing, CRM, Agile Methodologies, IT Strategy, Integration
Education
Santa Clara University 2006 — 2007
Masters, Business Administration
Fordham University 1989 — 1993
BA, English
Maria Del Carmen Solares Maria Del Carmen Solares's California Bank & Trust Experience October 2010 - July 2014
Job Customer Service Rep II at California Bank & Trust
Industry Banking
Experience
Home Central Realty August 2014 - Present
California Bank & Trust October 2010 - July 2014
Wells Fargo Bank April 2010 - October 2010
Citibank (Banamex USA) September 2006 - November 2009
Skills
Spanish, Financial Analysis, Outlook, Finance, Customer Service, Banking, Commercial Banking, Retail Banking, Sales, Microsoft Office, Commercial Lending, Credit Analysis
Education
El Camino College 2003 — 2007
General Studies
Home Central Realty August 2014 - Present
California Bank & Trust October 2010 - July 2014
Wells Fargo Bank April 2010 - October 2010
Citibank (Banamex USA) September 2006 - November 2009
Skills
Spanish, Financial Analysis, Outlook, Finance, Customer Service, Banking, Commercial Banking, Retail Banking, Sales, Microsoft Office, Commercial Lending, Credit Analysis
Education
El Camino College 2003 — 2007
General Studies
Reydavid Julio's California Bank & Trust Experience September 2014 - Present
Job Assistant Vice President & Relationship Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2014 - Present
Wells Fargo April 2012 - September 2014
Wells Fargo March 2011 - May 2012
Bank of America January 2009 - February 2011
Skills
Business Planning, Business Strategy, New Business Development, Small Business, Business Process, Inside Sales, B2B, Loans, Analysis, Credit, Sales, Finance, Financial Analysis, Banking, Portfolio Management, Consumer Lending, Commercial Lending, Loan Origination, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management
Education
Fullerton College 2008 — 2010
Business Administration, 3.3
Phoenix College
Strategic marketing
California Bank & Trust September 2014 - Present
Wells Fargo April 2012 - September 2014
Wells Fargo March 2011 - May 2012
Bank of America January 2009 - February 2011
Skills
Business Planning, Business Strategy, New Business Development, Small Business, Business Process, Inside Sales, B2B, Loans, Analysis, Credit, Sales, Finance, Financial Analysis, Banking, Portfolio Management, Consumer Lending, Commercial Lending, Loan Origination, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management
Education
Fullerton College 2008 — 2010
Business Administration, 3.3
Phoenix College
Strategic marketing
Theotis Daniels Theotis Daniels's California Bank & Trust Experience October 2011 - August 2012
Job VP & Relationship Manager II at City National Bank
Industry Banking
Experience
City National Bank February 2014 - Present
JPMorgan Chase August 2012 - February 2014
California Bank & Trust October 2011 - August 2012
Five Star Bank October 2007 - December 2009
Skills
Microsoft Word, C&I Lending, Commercial Banking, Customer Service, Small Business Lending, Loans, Sales, Lending Solutions, Credit, Commercial Lending, Financial Analysis, Banking, Consumer Lending, Credit Analysis, Loan Origination, Mortgage Lending, Portfolio Management, Finance
Education
California Bankers Association 2008 — 2009
Commercial Lending School
California State University-Sacramento 2002 — 2007
Communications, Organizational
City National Bank February 2014 - Present
JPMorgan Chase August 2012 - February 2014
California Bank & Trust October 2011 - August 2012
Five Star Bank October 2007 - December 2009
Skills
Microsoft Word, C&I Lending, Commercial Banking, Customer Service, Small Business Lending, Loans, Sales, Lending Solutions, Credit, Commercial Lending, Financial Analysis, Banking, Consumer Lending, Credit Analysis, Loan Origination, Mortgage Lending, Portfolio Management, Finance
Education
California Bankers Association 2008 — 2009
Commercial Lending School
California State University-Sacramento 2002 — 2007
Communications, Organizational
Shahid Karim's California Bank & Trust Experience May 1999 - April 2001
Job Regional Manager at American Finance House LARIBA
Industry Banking
Experience
American Finance House LARIBA August 2014 - Present
University Bank/UIF November 2012 - July 2014
HSBC May 2010 - June 2011
Citibank, N.A. January 2004 - April 2010
Citibank, N.A. March 2003 - December 2003
Calfed Bank/Citibank, N.A. April 2001 - February 2003
California Bank & Trust May 1999 - April 2001
Fidelity Federal Bank/ Gateway Investments June 1998 - December 1998
Coast Fed Services/Griffin Financial April 1997 - June 1998
World Savings Bank January 1992 - April 1997
Skills
Loans, Islamic Finance, Commercial Real Estate, Investments, Accounting, Banking, Licensing, International Trade, Finance, Portfolio Management, •NASD Series 6, 63 and..., Retail Banking, Licenses and..., •Fire and Casualty..., •Commercial Essential..., Leadership, Sales, •International Trade &..., National and State..., Relationship Management, Financial Services, Credit, Credit Analysis, Commercial Banking, Mortgage Lending, Management
Education
Karachi University 1984 — 1987
Bachelor of Commerce, Finance and Economics
American Finance House LARIBA August 2014 - Present
University Bank/UIF November 2012 - July 2014
HSBC May 2010 - June 2011
Citibank, N.A. January 2004 - April 2010
Citibank, N.A. March 2003 - December 2003
Calfed Bank/Citibank, N.A. April 2001 - February 2003
California Bank & Trust May 1999 - April 2001
Fidelity Federal Bank/ Gateway Investments June 1998 - December 1998
Coast Fed Services/Griffin Financial April 1997 - June 1998
World Savings Bank January 1992 - April 1997
Skills
Loans, Islamic Finance, Commercial Real Estate, Investments, Accounting, Banking, Licensing, International Trade, Finance, Portfolio Management, •NASD Series 6, 63 and..., Retail Banking, Licenses and..., •Fire and Casualty..., •Commercial Essential..., Leadership, Sales, •International Trade &..., National and State..., Relationship Management, Financial Services, Credit, Credit Analysis, Commercial Banking, Mortgage Lending, Management
Education
Karachi University 1984 — 1987
Bachelor of Commerce, Finance and Economics
Robyn Sano Shem Robyn Sano Shem's California Bank & Trust Experience April 2003 - March 2008
Job AVP, Senior Financial Analyst
Industry Financial Services
Experience
Rabobank January 2015 - Present
Wells Fargo April 2008 - February 2013
California Bank & Trust April 2003 - March 2008
Skills
Finance, Commercial Banking, Financial Analysis, Portfolio Management, Credit Analysis
Education
California State University-Sacramento
Bachelors, Business / Finance
California State University-Sacramento
Bachelor's Degree Business Finance, Finance, General
Rabobank January 2015 - Present
Wells Fargo April 2008 - February 2013
California Bank & Trust April 2003 - March 2008
Skills
Finance, Commercial Banking, Financial Analysis, Portfolio Management, Credit Analysis
Education
California State University-Sacramento
Bachelors, Business / Finance
California State University-Sacramento
Bachelor's Degree Business Finance, Finance, General
Samantha Valtierra's California Bank & Trust Experience February 2013 - October 2013
Job Commercial Loan Servicing at Bank of the West
Industry Banking
Experience
Bank of the West October 2013 - Present
California Bank & Trust February 2013 - October 2013
Bank of the West August 2011 - March 2013
Bank of the West August 2007 - August 2011
Skills
AFS, E-Vision, IS View, Centralized Loan..., General Lending..., Microsoft Operating..., Customer Service, Fluent in Spanish, Loans, Commercial Lending, Loan Servicing, Funding, Payments, Journal Entries, Commercial Banking, Lines Of Credit, Accounting, Banking, Loan Origination, Finance, Financial Services
Education
California State University-Los Angeles 2014 — 2016
Bachelor of Business Administration (BBA), Finance, General
East Los Angeles College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bank of the West October 2013 - Present
California Bank & Trust February 2013 - October 2013
Bank of the West August 2011 - March 2013
Bank of the West August 2007 - August 2011
Skills
AFS, E-Vision, IS View, Centralized Loan..., General Lending..., Microsoft Operating..., Customer Service, Fluent in Spanish, Loans, Commercial Lending, Loan Servicing, Funding, Payments, Journal Entries, Commercial Banking, Lines Of Credit, Accounting, Banking, Loan Origination, Finance, Financial Services
Education
California State University-Los Angeles 2014 — 2016
Bachelor of Business Administration (BBA), Finance, General
East Los Angeles College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kimberly Bottger Kimberly Bottger's California Bank & Trust Experience December 2013 - April 2015
Job Corporate Business Development
Industry Hospitality
Experience
Wilson Creek Winery May 2015 - Present
California Bank & Trust December 2013 - April 2015
San Diego County Credit Union August 2009 - December 2013
San Diego County Credit Union January 2006 - August 2009
San Diego County Credit Union December 2004 - January 2006
Skills
Strategic Planning, Project Management, Sales, Marketing, Training, Sales Management, Organizational..., Social Media, Microsoft Office, Outlook, Team Leadership, Microsoft Excel, Product Marketing, Relationship Management, Community Outreach, Networking, Public Speaking, Marketing Strategy, New Business Development, Credit Unions, Customer Satisfaction, Business Development, Management, Banking, Customer Service, Finance, Credit
Education
Cuyamaca College
General Studies
Wilson Creek Winery May 2015 - Present
California Bank & Trust December 2013 - April 2015
San Diego County Credit Union August 2009 - December 2013
San Diego County Credit Union January 2006 - August 2009
San Diego County Credit Union December 2004 - January 2006
Skills
Strategic Planning, Project Management, Sales, Marketing, Training, Sales Management, Organizational..., Social Media, Microsoft Office, Outlook, Team Leadership, Microsoft Excel, Product Marketing, Relationship Management, Community Outreach, Networking, Public Speaking, Marketing Strategy, New Business Development, Credit Unions, Customer Satisfaction, Business Development, Management, Banking, Customer Service, Finance, Credit
Education
Cuyamaca College
General Studies
Rick Najera Rick Najera's California Bank & Trust Experience April 2014 - Present
Job AVP Merchant Services Representative | California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2014 - Present
California Bank & Trust December 2012 - April 2014
Bank of America February 2010 - December 2012
Skills
Financial Statement..., Corporate Finance, Merchant Banking, Portfolio Management, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Technical Support, Merchant Services, Merchant Card Processing, Retail Banking, Branch Banking, Financial Reporting, Treasury Management, Branch Operation, Cash Management, Wire Transfers, Business Relationship..., Mobile Communications, Payment Card Processing, Credit Card Transaction..., Compliance PCI, Banking, Loans, Credit, Statement Analysis, Consumer Lending, Credit Analysis, Small Business Lending, Commercial Banking
Education
Imperial Valley College 2006 — 2009
Social Sciences
California Bank & Trust April 2014 - Present
California Bank & Trust December 2012 - April 2014
Bank of America February 2010 - December 2012
Skills
Financial Statement..., Corporate Finance, Merchant Banking, Portfolio Management, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Technical Support, Merchant Services, Merchant Card Processing, Retail Banking, Branch Banking, Financial Reporting, Treasury Management, Branch Operation, Cash Management, Wire Transfers, Business Relationship..., Mobile Communications, Payment Card Processing, Credit Card Transaction..., Compliance PCI, Banking, Loans, Credit, Statement Analysis, Consumer Lending, Credit Analysis, Small Business Lending, Commercial Banking
Education
Imperial Valley College 2006 — 2009
Social Sciences
Kayla Wiggins's California Bank & Trust Experience July 2012 - January 2013
Job Assistant Manager at Charlotte Russe
Industry Retail
Experience
Charlotte Russe May 2014 - Present
Tilly's October 2009 - May 2014
California Bank & Trust July 2012 - January 2013
Skills
Management, Driving Sales..., Visual Merchandising, Schedules, Hiring, New Hire Training, New Hire Orientations, Operations Management, Teamwork, Team Building, Fast-paced, Quick Thinker, Learning Quickly, Enthusiasm to learn, Work Well Independently, Merchandising, FIDM Student, Passionate about work, Passion for Quality, Passion to Succeed, Loss Prevention, Driving Results, Associate Development, Store Operations, Store Management, Customer Service, Product Knowledge, Retail Sales, Retail, Fashion, Inventory Control, Time Management, Trend Analysis, Leadership, Employee Training
Education
FIDM/Fashion Institute of Design & Merchandising-San Diego 2013 — 2015
Associate of Arts (A.A.), Merchandise Marketing
Grossmont College 2008 — 2012
Business-General
Charlotte Russe May 2014 - Present
Tilly's October 2009 - May 2014
California Bank & Trust July 2012 - January 2013
Skills
Management, Driving Sales..., Visual Merchandising, Schedules, Hiring, New Hire Training, New Hire Orientations, Operations Management, Teamwork, Team Building, Fast-paced, Quick Thinker, Learning Quickly, Enthusiasm to learn, Work Well Independently, Merchandising, FIDM Student, Passionate about work, Passion for Quality, Passion to Succeed, Loss Prevention, Driving Results, Associate Development, Store Operations, Store Management, Customer Service, Product Knowledge, Retail Sales, Retail, Fashion, Inventory Control, Time Management, Trend Analysis, Leadership, Employee Training
Education
FIDM/Fashion Institute of Design & Merchandising-San Diego 2013 — 2015
Associate of Arts (A.A.), Merchandise Marketing
Grossmont College 2008 — 2012
Business-General
Debbie Marie O'Neal Debbie Marie O'Neal's California Bank & Trust Experience January 1999 - May 2007
Job Vice President Branch Banking and Mortgage Consultant
Industry Banking
Experience
East West Bank September 2012 - Present
Comerica Bank April 2007 - April 2012
California Bank & Trust January 1999 - May 2007
Skills
Loans, Banking, Retail Banking, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Branch Banking, Cross Selling, Commercial Lending, Loan Origination, Small Business Lending, Mortgage Banking, Branch Management, Deposits, Private Banking, Lines Of Credit, Credit Risk, Mortgage Lending, Residential Mortgages, Corporate Management, Finance, Relationship Management, Portfolio Management, Sales, Risk Management, Management, Investments, Underwriting, Financial Services, Financial Analysis, Cash Management, Refinance, Customer Service, Commercial Mortgages, Real Estate
Education
Golden West College 1979 — 1981
Marina High 1975 — 1979
Dipolma, General Studies
East West Bank September 2012 - Present
Comerica Bank April 2007 - April 2012
California Bank & Trust January 1999 - May 2007
Skills
Loans, Banking, Retail Banking, Commercial Banking, Credit, Consumer Lending, Credit Analysis, Branch Banking, Cross Selling, Commercial Lending, Loan Origination, Small Business Lending, Mortgage Banking, Branch Management, Deposits, Private Banking, Lines Of Credit, Credit Risk, Mortgage Lending, Residential Mortgages, Corporate Management, Finance, Relationship Management, Portfolio Management, Sales, Risk Management, Management, Investments, Underwriting, Financial Services, Financial Analysis, Cash Management, Refinance, Customer Service, Commercial Mortgages, Real Estate
Education
Golden West College 1979 — 1981
Marina High 1975 — 1979
Dipolma, General Studies
Jessica Hamman Jessica Hamman's California Bank & Trust Experience October 2002 - September 2003
Job Financial Services
Industry Banking
Experience
Wholehearted Believer February 2015 - August 2015
The Hamman Household July 2009 - August 2015
Fort Worth Community Credit Union 2004 - 2009
Texas Trust Credit Union April 2004 - December 2004
Evergreen Federal Bank October 2003 - March 2004
California Bank & Trust October 2002 - September 2003
Skills
Customer Service, Teller Operations, Organization, Computer Proficiency, Highly detail oriented, Accurate Data Entry, Friendly Personality, Early Childhood..., Childcare, Financial Statements, Banking, Telephone Skills, Accounting, Finance, Payments, Teamwork, Outlook, Data Entry
Education
San Diego Christian College 2001 — 2002
History
Cuyamaca College 2000 — 2001
History
San Diego State University-California State University 1999 — 2000
Cultural Anthropology
Grants Pass High School 1996 — 1999
Diploma
Wholehearted Believer February 2015 - August 2015
The Hamman Household July 2009 - August 2015
Fort Worth Community Credit Union 2004 - 2009
Texas Trust Credit Union April 2004 - December 2004
Evergreen Federal Bank October 2003 - March 2004
California Bank & Trust October 2002 - September 2003
Skills
Customer Service, Teller Operations, Organization, Computer Proficiency, Highly detail oriented, Accurate Data Entry, Friendly Personality, Early Childhood..., Childcare, Financial Statements, Banking, Telephone Skills, Accounting, Finance, Payments, Teamwork, Outlook, Data Entry
Education
San Diego Christian College 2001 — 2002
History
Cuyamaca College 2000 — 2001
History
San Diego State University-California State University 1999 — 2000
Cultural Anthropology
Grants Pass High School 1996 — 1999
Diploma
Kathy Rahmani Kathy Rahmani's California Bank & Trust Experience November 2007 - July 2010
Job
Industry Banking
Experience
MAXIMUS October 2013 - Present
California Bank & Trust November 2007 - July 2010
Placer Sierra Bank April 2005 - August 2007
Bank of America September 1994 - April 2004
Skills
Microsoft Office, Management, Microsoft Word, Microsoft Excel, Sales, Training, Leadership, Outlook, Recruiting, Customer Satisfaction
Education
Capilano University
Economics
MAXIMUS October 2013 - Present
California Bank & Trust November 2007 - July 2010
Placer Sierra Bank April 2005 - August 2007
Bank of America September 1994 - April 2004
Skills
Microsoft Office, Management, Microsoft Word, Microsoft Excel, Sales, Training, Leadership, Outlook, Recruiting, Customer Satisfaction
Education
Capilano University
Economics
Mojdeh Khorrami Mojdeh Khorrami's California Bank & Trust Experience January 2015 - Present
Job Relationship Banking Officer II Assistant Vice President
Industry Banking
Experience
California Bank & Trust January 2015 - Present
Comerica Bank October 2011 - Present
Comerica bank October 2010 - January 2015
Skills
Small Business Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Consumer Lending, Loans, Loan Origination, Credit, Investments, Cross Selling, Retail Banking, Home Equity Lines of..., Deposits, Credit Analysis, SBA, Sales, Banking
Education
Islamic Azad University
Bachelor's degree, English Language and Literature, General
California Bank & Trust January 2015 - Present
Comerica Bank October 2011 - Present
Comerica bank October 2010 - January 2015
Skills
Small Business Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Consumer Lending, Loans, Loan Origination, Credit, Investments, Cross Selling, Retail Banking, Home Equity Lines of..., Deposits, Credit Analysis, SBA, Sales, Banking
Education
Islamic Azad University
Bachelor's degree, English Language and Literature, General
Alma Caponio Alma Caponio's California Bank & Trust Experience 2003 - 2012
Job Career Banker: Experienced in Sales, Management, and Leadership.
Industry Banking
Experience
- July 2003 - June 2012
California Bank & Trust 2003 - 2012
Bank of America November 1987 - July 2003
Skills
Loans, Banking, Small Business Lending, Commercial Banking, Credit, Commercial Lending, Retail Banking, Mortgage Lending, Cash Management
Education
Holy Names University 2006 — 2008
Bachelor's degree, Theology/Theological Studies
San Francisco State University 1990 — 1993
Bachelor's degree, Business Administration and Management, General
San Diego State University-California State University
Bachelor's degree, Business Administration and Management, General
- July 2003 - June 2012
California Bank & Trust 2003 - 2012
Bank of America November 1987 - July 2003
Skills
Loans, Banking, Small Business Lending, Commercial Banking, Credit, Commercial Lending, Retail Banking, Mortgage Lending, Cash Management
Education
Holy Names University 2006 — 2008
Bachelor's degree, Theology/Theological Studies
San Francisco State University 1990 — 1993
Bachelor's degree, Business Administration and Management, General
San Diego State University-California State University
Bachelor's degree, Business Administration and Management, General
Lars Hens Lars Hens's California Bank & Trust Experience 2011 - Present
Job
Industry Banking
Experience
California Bank & Trust 2011 - Present
SGV, LLC July 2010 - August 2011
Markstone Capital Group 2002 - July 2010
Broidy Capital Management 2002 - 2009
LifeScan, a Johnson & Johnson Company 1999 - 2000
Medtronic 1995 - 1999
Skills
Investments, Business Planning, Mergers & Acquisitions, Due Diligence, Financial Modeling, Portfolio Management, Loans, Leadership, Management Consulting, Valuation, Mergers, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Capital Markets, Real Estate, Start-ups, Process Improvement, New Business Development, Analysis
Education
University of Southern California - Marshall School of Business 2001 — 2002
MBA
Dartmouth College 1994 — 1995
B.E., Biochemical Engineering
Dartmouth College 1990 — 1994
A.B., Engineering & Chemistry
California Bank & Trust 2011 - Present
SGV, LLC July 2010 - August 2011
Markstone Capital Group 2002 - July 2010
Broidy Capital Management 2002 - 2009
LifeScan, a Johnson & Johnson Company 1999 - 2000
Medtronic 1995 - 1999
Skills
Investments, Business Planning, Mergers & Acquisitions, Due Diligence, Financial Modeling, Portfolio Management, Loans, Leadership, Management Consulting, Valuation, Mergers, Financial Analysis, Corporate Finance, Private Equity, Investment Banking, Capital Markets, Real Estate, Start-ups, Process Improvement, New Business Development, Analysis
Education
University of Southern California - Marshall School of Business 2001 — 2002
MBA
Dartmouth College 1994 — 1995
B.E., Biochemical Engineering
Dartmouth College 1990 — 1994
A.B., Engineering & Chemistry
R. W. Buzz Minson R. W. Buzz Minson's California Bank & Trust Experience 2001 - Present
Job Director International Business Development at California Bank & Trust and Banking Consultant
Industry International Trade and Development
Experience
California Bank & Trust 2001 - Present
Skills
Banking, Credit, Loans, Risk Management, Financial Analysis, Commercial Banking, Sales Management, Strategic Planning, Commercial Lending, Credit Analysis, Small Business Lending, Business Development, Trade Finance, New Business Development, Portfolio Management, Underwriting, Retail Banking, Finance, Relationship Management, Corporate Finance, International Trade, Customer Service, Asset Based Lending, Credit Risk, Financial Risk, Management
Education
Golden Gate University
MBA, Banking and Finance
California State University-East Bay
BS, Business Administration - Finance
California Bank & Trust 2001 - Present
Skills
Banking, Credit, Loans, Risk Management, Financial Analysis, Commercial Banking, Sales Management, Strategic Planning, Commercial Lending, Credit Analysis, Small Business Lending, Business Development, Trade Finance, New Business Development, Portfolio Management, Underwriting, Retail Banking, Finance, Relationship Management, Corporate Finance, International Trade, Customer Service, Asset Based Lending, Credit Risk, Financial Risk, Management
Education
Golden Gate University
MBA, Banking and Finance
California State University-East Bay
BS, Business Administration - Finance
Greg Courtney Greg Courtney's California Bank & Trust Experience October 2007 - September 2009
Job at
Industry Real Estate
Experience
Windermere Lynne French & Associates June 2012 - June 2013
Better Homes & Gardens / Mason McDuffie Real Estate September 2010 - April 2012
California Bank & Trust October 2007 - September 2009
US Bank September 2004 - November 2006
Skills
Real Estate, Property, Investors
Education
Diablo Valley College 1990 — 1992
AA Degree, Business
Windermere Lynne French & Associates June 2012 - June 2013
Better Homes & Gardens / Mason McDuffie Real Estate September 2010 - April 2012
California Bank & Trust October 2007 - September 2009
US Bank September 2004 - November 2006
Skills
Real Estate, Property, Investors
Education
Diablo Valley College 1990 — 1992
AA Degree, Business
Allan Christensen Allan Christensen's California Bank & Trust Experience April 2006 - June 2007
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2014 - Present
Bank of America May 2011 - May 2013
JPMorgan Chase Bank, N.A. June 2007 - May 2011
California Bank & Trust April 2006 - June 2007
Wells Fargo September 2002 - April 2006
Education
Grossmont College 1993 — 1995
General Education
High School Graduate 1989 — 1993
JPMorgan Chase Bank, N.A. September 2014 - Present
Bank of America May 2011 - May 2013
JPMorgan Chase Bank, N.A. June 2007 - May 2011
California Bank & Trust April 2006 - June 2007
Wells Fargo September 2002 - April 2006
Education
Grossmont College 1993 — 1995
General Education
High School Graduate 1989 — 1993
Timothy Cody Timothy Cody's California Bank & Trust Experience January 2003 - January 2004
Job Senior Vice President, Director of Construction Lending and Commercial Real Estate Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank March 2013 - Present
Fullerton Community Bank/Business Community Capital February 2004 - March 2012
California Bank & Trust January 2003 - January 2004
Commercial Capital Bank June 2002 - December 2002
Hawthorne Savings May 2001 - June 2002
Morgan Stanley January 1999 - May 2001
La Jolla Bank, FSB April 1992 - January 1999
Bank of America June 1988 - March 1992
Education
California State University-Long Beach 1984 — 1988
Bachelor of Arts, Economics
Orange Coast College 1982 — 1984
Associate of Arts, Liberal Arts
Pacifica High School
Pacific Premier Bank March 2013 - Present
Fullerton Community Bank/Business Community Capital February 2004 - March 2012
California Bank & Trust January 2003 - January 2004
Commercial Capital Bank June 2002 - December 2002
Hawthorne Savings May 2001 - June 2002
Morgan Stanley January 1999 - May 2001
La Jolla Bank, FSB April 1992 - January 1999
Bank of America June 1988 - March 1992
Education
California State University-Long Beach 1984 — 1988
Bachelor of Arts, Economics
Orange Coast College 1982 — 1984
Associate of Arts, Liberal Arts
Pacifica High School
Zachary J. Levinson Zachary J. Levinson's California Bank & Trust Experience June 1995 - March 2000
Job Corporate Strategy and Development Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2010 - Present
Goldman Sachs September 2008 - July 2010
RBC May 2000 - January 2007
California Bank & Trust June 1995 - March 2000
Merrill Lynch April 1993 - May 1995
Skills
SWOT analysis, PMO Operations &..., ROI Accountability, Forecasting Models, Results Analysis, P&L Management
Education
Haas School of Business, UC Berkeley 2008 — 2012
PhD, Finance
Eidgenössische Technische Hochschule Zürich 2007 — 2008
MSc, Applied Statistics, Mathematics
Harvard Business School 1990 — 1992
MBA, Financial Reporting and Control, International Economy, Operations Management
Loyola University of Chicago 1988 — 1989
MSA, Accounting, Advanced Studies in Taxation, Integrated Decision Making
Loyola University of Chicago 1984 — 1988
BBA, Accounting
Goldman Sachs July 2010 - Present
Goldman Sachs September 2008 - July 2010
RBC May 2000 - January 2007
California Bank & Trust June 1995 - March 2000
Merrill Lynch April 1993 - May 1995
Skills
SWOT analysis, PMO Operations &..., ROI Accountability, Forecasting Models, Results Analysis, P&L Management
Education
Haas School of Business, UC Berkeley 2008 — 2012
PhD, Finance
Eidgenössische Technische Hochschule Zürich 2007 — 2008
MSc, Applied Statistics, Mathematics
Harvard Business School 1990 — 1992
MBA, Financial Reporting and Control, International Economy, Operations Management
Loyola University of Chicago 1988 — 1989
MSA, Accounting, Advanced Studies in Taxation, Integrated Decision Making
Loyola University of Chicago 1984 — 1988
BBA, Accounting
Rick Woody Rick Woody's California Bank & Trust Experience 1999 - 2005
Job
Industry Banking
Experience
Tri Counties Bank September 2013 - Present
CalAtlantic Business Solutions September 2012 - June 2013
CDC Small Business Finance December 2010 - August 2012
First Bank April 2005 - October 2010
California Bank & Trust 1999 - 2005
First National Bank of San Diego 1997 - 1999
Bank of America 1986 - 1997
Skills
Commercial Banking, Commercial Lending, Banking, SBA, Small Business Lending, Commercial Mortgages, Underwriting, Loans, Risk Management, Credit, Commercial Finance, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Treasury Management, Finance, Consumer Lending, Financial Structuring, Credit Risk, Asset Based Lending, Refinance, Real Estate Financing, Portfolio Management, Cash Management, SBA 504, Funding, Real Estate Economics, Construction Loans, Mortgage Banking, Loan Servicing, Retail Banking, Structured Finance, Relationship Management, Investments, Commercial Real Estate, Financial Services, Cross Selling, Asset Management, Cash Flow Lending, Deposits, Financial Risk, Due Diligence, Private Banking, Financial Institutions, Financial Analysis
Education
Pacific Coast Banking School 1997 — 1999
Graduate
Golden Gate University 1987 — 1990
MBA
California State University-Sacramento 1981 — 1985
BA, BS
Tri Counties Bank September 2013 - Present
CalAtlantic Business Solutions September 2012 - June 2013
CDC Small Business Finance December 2010 - August 2012
First Bank April 2005 - October 2010
California Bank & Trust 1999 - 2005
First National Bank of San Diego 1997 - 1999
Bank of America 1986 - 1997
Skills
Commercial Banking, Commercial Lending, Banking, SBA, Small Business Lending, Commercial Mortgages, Underwriting, Loans, Risk Management, Credit, Commercial Finance, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Treasury Management, Finance, Consumer Lending, Financial Structuring, Credit Risk, Asset Based Lending, Refinance, Real Estate Financing, Portfolio Management, Cash Management, SBA 504, Funding, Real Estate Economics, Construction Loans, Mortgage Banking, Loan Servicing, Retail Banking, Structured Finance, Relationship Management, Investments, Commercial Real Estate, Financial Services, Cross Selling, Asset Management, Cash Flow Lending, Deposits, Financial Risk, Due Diligence, Private Banking, Financial Institutions, Financial Analysis
Education
Pacific Coast Banking School 1997 — 1999
Graduate
Golden Gate University 1987 — 1990
MBA
California State University-Sacramento 1981 — 1985
BA, BS
John Z. Barr, CCIM's California Bank & Trust Experience 2002 - 2006
Job Chief Credit Officer at Community Bank of the Bay
Industry Banking
Experience
Community Bank of the Bay June 2015 - Present
Valley Community Bank January 2012 - Present
Stabilized Asset Resources, LLC (STAR) 2009 - Present
FORT Properties, Inc. May 2008 - 2009
WaMu April 2006 - May 2008
California Bank & Trust 2002 - 2006
IBM Global Finance 1999 - 2001
National City Bank 1988 - 1999
Skills
Real Estate Transactions, Real Estate, Loans, Commercial Lending, Commercial Banking, Credit, Banking, Special Servicing, Commercial Mortgages, Management, Portfolio Management, Credit Risk, Distressed Debt, Finance, Commercial Real Estate, Due Diligence, Underwriting, Risk Management, Credit Analysis, Investment Properties, Loan Origination, Consumer Lending, Financial Analysis, Mortgage Lending, Small Business Lending, Investments, Financial Structuring, Asset Management, Mergers & Acquisitions, Sales, Financial Services, Financial Risk
Education
CCIM Institute
CCIM
Golden Gate University
MBA
University of San Francisco
B.A.
Community Bank of the Bay June 2015 - Present
Valley Community Bank January 2012 - Present
Stabilized Asset Resources, LLC (STAR) 2009 - Present
FORT Properties, Inc. May 2008 - 2009
WaMu April 2006 - May 2008
California Bank & Trust 2002 - 2006
IBM Global Finance 1999 - 2001
National City Bank 1988 - 1999
Skills
Real Estate Transactions, Real Estate, Loans, Commercial Lending, Commercial Banking, Credit, Banking, Special Servicing, Commercial Mortgages, Management, Portfolio Management, Credit Risk, Distressed Debt, Finance, Commercial Real Estate, Due Diligence, Underwriting, Risk Management, Credit Analysis, Investment Properties, Loan Origination, Consumer Lending, Financial Analysis, Mortgage Lending, Small Business Lending, Investments, Financial Structuring, Asset Management, Mergers & Acquisitions, Sales, Financial Services, Financial Risk
Education
CCIM Institute
CCIM
Golden Gate University
MBA
University of San Francisco
B.A.
Ben Buskey's California Bank & Trust Experience January 2008 - December 2011
Job Vice President at Plaza Bank
Industry Banking
Experience
Plaza Bank December 2011 - Present
California Bank & Trust January 2008 - December 2011
Wells Fargo Bank 2003 - January 2008
DM Sourcing, Inc. January 1997 - July 2003
Skills
Cash Management, Insurance, Small Business, Start-ups, Underwriting
Education
Calvary Chapel Bible College 1999 — 2001
Theology/Philosophy
Hope International University 1998 — 1999
Business Management
Plaza Bank December 2011 - Present
California Bank & Trust January 2008 - December 2011
Wells Fargo Bank 2003 - January 2008
DM Sourcing, Inc. January 1997 - July 2003
Skills
Cash Management, Insurance, Small Business, Start-ups, Underwriting
Education
Calvary Chapel Bible College 1999 — 2001
Theology/Philosophy
Hope International University 1998 — 1999
Business Management
Julie Pham's California Bank & Trust Experience March 2011 - Present
Job Purchasing Manager at World Wide Imports, Inc.
Industry Marketing and Advertising
Experience
World Wide Imports, Inc. August 2012 - Present
California Bank & Trust March 2011 - Present
California Bank & Trust May 2008 - March 2011
Sally Swanson Architects March 2007 - April 2008
Bank of America February 2006 - March 2007
Skills
Marketing, InDesign, Event Management, Outlook, Adobe Acrobat, Newsletters, Banking, Customer Service, Graphic Design
Education
California State University-Sacramento 2000 — 2004
Bachelor of Science, Graphic Design
John F. Kennedy High School
World Wide Imports, Inc. August 2012 - Present
California Bank & Trust March 2011 - Present
California Bank & Trust May 2008 - March 2011
Sally Swanson Architects March 2007 - April 2008
Bank of America February 2006 - March 2007
Skills
Marketing, InDesign, Event Management, Outlook, Adobe Acrobat, Newsletters, Banking, Customer Service, Graphic Design
Education
California State University-Sacramento 2000 — 2004
Bachelor of Science, Graphic Design
John F. Kennedy High School
Sean Mosler's California Bank & Trust Experience June 2008 - Present
Job Business Analyst at CA Bank and Trust
Industry Banking
Experience
California Bank & Trust June 2008 - Present
Sony Electronics May 2007 - May 2008
AMC Mortgage Services May 2004 - March 2007
Verizon January 2000 - January 2003
Skills
Salesforce.com, Databases, Report Writing, Ad Hoc Reporting, Account Reconciliation, Reporting & Analysis, Data Analysis, Analytics, Business Analysis, Project Coordination, Project Planning, Project Management, Microsoft SQL Server, Database Design, Visio, Process Improvement, Quality Assurance, CRM, Business Intelligence, Vendor Management, Analysis, Access, Software Documentation, SharePoint, Troubleshooting, SDLC, Requirements Analysis, Risk Management, ETL, Crystal Reports, Data Warehousing, Program Management, SQL, Telecommunications, Technical Support, Banking
Education
Humboldt State University 1996 — 2000
BA, Business Adminstration
California Bank & Trust June 2008 - Present
Sony Electronics May 2007 - May 2008
AMC Mortgage Services May 2004 - March 2007
Verizon January 2000 - January 2003
Skills
Salesforce.com, Databases, Report Writing, Ad Hoc Reporting, Account Reconciliation, Reporting & Analysis, Data Analysis, Analytics, Business Analysis, Project Coordination, Project Planning, Project Management, Microsoft SQL Server, Database Design, Visio, Process Improvement, Quality Assurance, CRM, Business Intelligence, Vendor Management, Analysis, Access, Software Documentation, SharePoint, Troubleshooting, SDLC, Requirements Analysis, Risk Management, ETL, Crystal Reports, Data Warehousing, Program Management, SQL, Telecommunications, Technical Support, Banking
Education
Humboldt State University 1996 — 2000
BA, Business Adminstration
Kurt Ross's California Bank & Trust Experience March 2003 - October 2010
Job Senior Vice President at Sunwest Bank
Industry Banking
Experience
Sunwest Bank October 2010 - Present
California Bank & Trust March 2003 - October 2010
Pacific Mercantile Bank March 2001 - March 2003
Skills
Banking, Credit, Portfolio Management, CRM, New Business Development, Commercial Lending, Management, Commercial Banking, Loans, Credit Analysis, Small Business Lending, Credit Risk, Underwriting, Retail Banking
Education
Chapman University 1977 — 1981
BSBA, Business Finance
Sunwest Bank October 2010 - Present
California Bank & Trust March 2003 - October 2010
Pacific Mercantile Bank March 2001 - March 2003
Skills
Banking, Credit, Portfolio Management, CRM, New Business Development, Commercial Lending, Management, Commercial Banking, Loans, Credit Analysis, Small Business Lending, Credit Risk, Underwriting, Retail Banking
Education
Chapman University 1977 — 1981
BSBA, Business Finance
Daniel Pichon's California Bank & Trust Experience September 2005 - Present
Job AVP Print Production/Direct Mail Manager at California Bank & Trust
Industry Marketing and Advertising
Experience
California Bank & Trust September 2005 - Present
Modernage Photo Service Inc 1988 - 1993
Skills
Print Management, Direct Mail, Marketing Communications, Account Management, Offset Printing, Direct Marketing, Marketing Strategy, Lead Generation, Integrated Marketing, Database Marketing, B2B, Marketing, Advertising, Digital Marketing, Email Marketing
Education
City University of New York 1972 — 1975
California Bank & Trust September 2005 - Present
Modernage Photo Service Inc 1988 - 1993
Skills
Print Management, Direct Mail, Marketing Communications, Account Management, Offset Printing, Direct Marketing, Marketing Strategy, Lead Generation, Integrated Marketing, Database Marketing, B2B, Marketing, Advertising, Digital Marketing, Email Marketing
Education
City University of New York 1972 — 1975
Carlos Huerta's California Bank & Trust Experience July 2011 - November 2012
Job Vice President / Branch Manager at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank November 2012 - Present
California Bank & Trust July 2011 - November 2012
Americas United Bank February 2011 - August 2011
California General Bank, N.A. February 2008 - May 2011
Citizens Business Bank 2000 - 2008
First Security Bank 1998 - 2000
Tokai Bank of California 1989 - 1998
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Asset Based Lending, Credit, Portfolio Management, Banking, Loans
Education
Claremont McKenna College 1977 — 1981
Claremont McKenna College 1977 — 1981
Citizens Business Bank November 2012 - Present
California Bank & Trust July 2011 - November 2012
Americas United Bank February 2011 - August 2011
California General Bank, N.A. February 2008 - May 2011
Citizens Business Bank 2000 - 2008
First Security Bank 1998 - 2000
Tokai Bank of California 1989 - 1998
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Asset Based Lending, Credit, Portfolio Management, Banking, Loans
Education
Claremont McKenna College 1977 — 1981
Claremont McKenna College 1977 — 1981
Stanislav Belenkiy's California Bank & Trust Experience July 2008 - Present
Job Operations Manager
Industry Banking
Experience
California Bank & Trust July 2008 - Present
Alliance Bank July 2008 - February 2009
Lending Bee, Inc October 2005 - July 2007
Washington Mutual, Inc. August 1999 - October 2005
Skills
Leadership, Banking, Customer Service, Loans, Credit Analysis, Credit, Small Business Lending, Mortgage Lending, Credit Risk, Loan Origination, Financial Services, Mortgage Banking, Refinance, Microsoft Office, Microsoft Excel, Commercial Banking, Retail Banking, Commercial Lending, Lines Of Credit, Consumer Lending, Cash Management, Private Banking, Commercial Mortgages, Finance, Investments, Real Estate, Treasury Management, Underwriting, Risk Management, Credit Cards, Loan Servicing, Portfolio Management, Financial Risk, Branch Management, Branch Banking, Deposits, Cross Selling, Relationship Management, Core Banking, Internet Banking, Notary Public, Operational Risk..., Sales, Treasury Services
Education
California State University-Northridge 2002 — 2006
BS, Finance, Real Estate
California Bank & Trust July 2008 - Present
Alliance Bank July 2008 - February 2009
Lending Bee, Inc October 2005 - July 2007
Washington Mutual, Inc. August 1999 - October 2005
Skills
Leadership, Banking, Customer Service, Loans, Credit Analysis, Credit, Small Business Lending, Mortgage Lending, Credit Risk, Loan Origination, Financial Services, Mortgage Banking, Refinance, Microsoft Office, Microsoft Excel, Commercial Banking, Retail Banking, Commercial Lending, Lines Of Credit, Consumer Lending, Cash Management, Private Banking, Commercial Mortgages, Finance, Investments, Real Estate, Treasury Management, Underwriting, Risk Management, Credit Cards, Loan Servicing, Portfolio Management, Financial Risk, Branch Management, Branch Banking, Deposits, Cross Selling, Relationship Management, Core Banking, Internet Banking, Notary Public, Operational Risk..., Sales, Treasury Services
Education
California State University-Northridge 2002 — 2006
BS, Finance, Real Estate
Kimra Demkowski's California Bank & Trust Experience February 2014 - Present
Job Product Services Manager lll at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 2014 - Present
California Bank & Trust October 2011 - Present
California Bank and Trust July 1997 - September 2011
Education
Grossmont College
Associate's degree, Social Sciences
California Bank & Trust February 2014 - Present
California Bank & Trust October 2011 - Present
California Bank and Trust July 1997 - September 2011
Education
Grossmont College
Associate's degree, Social Sciences
Richard Duarte's California Bank & Trust Experience 2001 - 2002
Job Vice President SBA Lending at Ridgestone Bank
Industry Financial Services
Experience
Ridgestone Bank July 2014 - Present
Community West Bank February 2013 - April 2014
TELACU Community Capital June 2007 - January 2013
California Bank & Trust 2001 - 2002
Skills
Underwriting, Funding, Small Business Lending, Commercial Lending, Due Diligence, Credit, Small Business, Real Estate, Commercial Mortgages, Commercial Banking, Real Estate Financing, Financial Analysis, Banking, Portfolio Management, Asset Managment, Business Planning, Lines Of Credit
Education
Columbia University in the City of New York
BA, Political Science
Ridgestone Bank July 2014 - Present
Community West Bank February 2013 - April 2014
TELACU Community Capital June 2007 - January 2013
California Bank & Trust 2001 - 2002
Skills
Underwriting, Funding, Small Business Lending, Commercial Lending, Due Diligence, Credit, Small Business, Real Estate, Commercial Mortgages, Commercial Banking, Real Estate Financing, Financial Analysis, Banking, Portfolio Management, Asset Managment, Business Planning, Lines Of Credit
Education
Columbia University in the City of New York
BA, Political Science
Kathy Lieu's California Bank & Trust Experience June 2007 - November 2010
Job Commercial Real Estate Lender at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank November 2010 - Present
California Bank & Trust June 2007 - November 2010
East West Bank January 2006 - May 2007
United Commercial Bank July 2004 - December 2005
California State University, Los Angeles February 2002 - June 2004
California State University, Los Angeles April 2001 - February 2002
Caltrans May 2000 - April 2001
Skills
Credit, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Portfolio Management, Loans, Credit Risk, Underwriting, Finance, Financial Analysis, Commercial Real Estate, Real Estate
Education
California State University-Los Angeles 2001 — 2003
MBA, Management Option
California State University-Los Angeles 1997 — 2000
BS, Computer Information Systems
Torrey Pines Bank November 2010 - Present
California Bank & Trust June 2007 - November 2010
East West Bank January 2006 - May 2007
United Commercial Bank July 2004 - December 2005
California State University, Los Angeles February 2002 - June 2004
California State University, Los Angeles April 2001 - February 2002
Caltrans May 2000 - April 2001
Skills
Credit, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Portfolio Management, Loans, Credit Risk, Underwriting, Finance, Financial Analysis, Commercial Real Estate, Real Estate
Education
California State University-Los Angeles 2001 — 2003
MBA, Management Option
California State University-Los Angeles 1997 — 2000
BS, Computer Information Systems
Larry Perfetto's California Bank & Trust Experience July 2012 - Present
Job 1st Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2012 - Present
California Bank & Trust 2005 - Present
California Bank & Trust April 2005 - June 2010
Bank of America May 1969 - April 2005
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit, Credit Analysis, Banking, Loans, Lines Of Credit, Portfolio Management, Consumer Lending, Commercial Mortgages, Asset Based Lending, Mortgage Lending
Education
California State University-Long Beach 1967 — 1971
California Bank & Trust July 2012 - Present
California Bank & Trust 2005 - Present
California Bank & Trust April 2005 - June 2010
Bank of America May 1969 - April 2005
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit, Credit Analysis, Banking, Loans, Lines Of Credit, Portfolio Management, Consumer Lending, Commercial Mortgages, Asset Based Lending, Mortgage Lending
Education
California State University-Long Beach 1967 — 1971
Valerie Frazier's California Bank & Trust Experience February 1979 - December 1999
Job Customer Service Manager
Industry Financial Services
Experience
The Mechanics Bank April 2007 - Present
The Vintage Bank August 2006 - March 2007
Washington Mutual November 2005 - August 2006
The Mechanics Bank December 1999 - November 2005
California Bank & Trust February 1979 - December 1999
Sumitomo Bank 1979 - 1999
Education
Golden Gate University 2003 — 2007
The Mechanics Bank April 2007 - Present
The Vintage Bank August 2006 - March 2007
Washington Mutual November 2005 - August 2006
The Mechanics Bank December 1999 - November 2005
California Bank & Trust February 1979 - December 1999
Sumitomo Bank 1979 - 1999
Education
Golden Gate University 2003 — 2007
Scott Ackley's California Bank & Trust Experience February 2008 - January 2010
Job Area Director at Citibank
Industry Banking
Experience
Citibank December 2009 - May 2013
California Bank & Trust February 2008 - January 2010
Citibank October 2002 - January 2008
Cal Fed Bank October 1996 - October 2002
Wells Fargo Bank May 1993 - March 1996
Skills
Loans, Portfolio Management, Commercial Banking, Risk Management, Mortgage Lending, Retail Banking, Investments, Team Management, Credit Analysis, Credit, Management, Banking, Commercial Lending, Small Business Lending, Branch Management, Customer Service, Financial Services, Strategic Financial..., Financial Analysis, Relationship Management, Consumer Lending, Credit Risk, Branch Banking, Private Banking, Loan Origination, Cross Selling, Wealth Management, Cash Management
Education
Consumer Banking Association 2006 — 2008
Graduate School of Retail Bank Management
California State University-Northridge 1989 — 1993
BA, Economics
Citibank December 2009 - May 2013
California Bank & Trust February 2008 - January 2010
Citibank October 2002 - January 2008
Cal Fed Bank October 1996 - October 2002
Wells Fargo Bank May 1993 - March 1996
Skills
Loans, Portfolio Management, Commercial Banking, Risk Management, Mortgage Lending, Retail Banking, Investments, Team Management, Credit Analysis, Credit, Management, Banking, Commercial Lending, Small Business Lending, Branch Management, Customer Service, Financial Services, Strategic Financial..., Financial Analysis, Relationship Management, Consumer Lending, Credit Risk, Branch Banking, Private Banking, Loan Origination, Cross Selling, Wealth Management, Cash Management
Education
Consumer Banking Association 2006 — 2008
Graduate School of Retail Bank Management
California State University-Northridge 1989 — 1993
BA, Economics
Mark Van Aelstyn Sr's California Bank & Trust Experience April 2000 - September 2005
Job Chief Operating Officer
Industry Insurance
Experience
DADE Company June 2007 - Present
California Bank & Trust April 2000 - September 2005
IBM November 1998 - April 2000
Bank of America (Mortgage) January 1997 - August 1998
Pacific Bell August 1982 - December 1996
Skills
Project Management
Education
National University 1990 — 1992
MBA, Finance
Chapman University 1979 — 1982
Business, Management
DADE Company June 2007 - Present
California Bank & Trust April 2000 - September 2005
IBM November 1998 - April 2000
Bank of America (Mortgage) January 1997 - August 1998
Pacific Bell August 1982 - December 1996
Skills
Project Management
Education
National University 1990 — 1992
MBA, Finance
Chapman University 1979 — 1982
Business, Management
Barbara Siracusa Kaz's California Bank & Trust Experience March 2010 - Present
Job VP/Project Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2010 - Present
Nevada State Bank August 2008 - March 2010
City National Bank August 2005 - August 2008
Institutional Shareholder Services September 2003 - July 2005
SmartForce, formerly CBT Systems, merged with Skillsoft 2000 - 2002
Primark 1996 - 2001
Interactive Data 1989 - 1998
Skills
Banking, Financial Analysis, Management, Investments, Due Diligence, Financial Services, Relationship Management, Business Development, Team Leadership, Customer Service, Sales, Portfolio Management, Real Estate, Loans, Leadership, Competitive Analysis, Credit, Finance, Commercial Banking, Analysis, CRM, Strategy, Credit Analysis, Risk Management, Retail Banking, Treasury Management, Mortgage Lending, Asset Management, Commercial Lending
Education
California State University-Northridge 1983 — 1988
Bachelor, Economics
California Bank & Trust March 2010 - Present
Nevada State Bank August 2008 - March 2010
City National Bank August 2005 - August 2008
Institutional Shareholder Services September 2003 - July 2005
SmartForce, formerly CBT Systems, merged with Skillsoft 2000 - 2002
Primark 1996 - 2001
Interactive Data 1989 - 1998
Skills
Banking, Financial Analysis, Management, Investments, Due Diligence, Financial Services, Relationship Management, Business Development, Team Leadership, Customer Service, Sales, Portfolio Management, Real Estate, Loans, Leadership, Competitive Analysis, Credit, Finance, Commercial Banking, Analysis, CRM, Strategy, Credit Analysis, Risk Management, Retail Banking, Treasury Management, Mortgage Lending, Asset Management, Commercial Lending
Education
California State University-Northridge 1983 — 1988
Bachelor, Economics
Josh Ruddick's California Bank & Trust Experience May 2000 - August 2006
Job Financial Service Rep/Operations Utility at Premier Commercial Bank
Industry Internet
Experience
Cars and Coffee Inc April 2008 - Present
Premier Commercial Bank November 2006 - Present
The Risk Management Group September 2006 - October 2006
California Bank & Trust May 2000 - August 2006
Education
California State University-Long Beach 2003 — 2003
Business
Orange Coast College 2000 — 2003
AA, Computer Science
Cars and Coffee Inc April 2008 - Present
Premier Commercial Bank November 2006 - Present
The Risk Management Group September 2006 - October 2006
California Bank & Trust May 2000 - August 2006
Education
California State University-Long Beach 2003 — 2003
Business
Orange Coast College 2000 — 2003
AA, Computer Science
Susan Benson's California Bank & Trust Experience September 2003 - Present
Job VP & Credit Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2003 - Present
Bank of America October 1975 - June 2003
Skills
Small Business Lending, Commercial Banking, Credit, Loans, Banking, Credit Risk, Retail Banking, Relationship Management, Financial Analysis, Commercial Finance, Financial Structuring, Commercial Mortgages, Consumer Lending, Lines Of Credit, Portfolio Management, Commercial Lending, Finance, Credit Analysis
Education
California State University-Sacramento 1973 — 1975
California Bank & Trust September 2003 - Present
Bank of America October 1975 - June 2003
Skills
Small Business Lending, Commercial Banking, Credit, Loans, Banking, Credit Risk, Retail Banking, Relationship Management, Financial Analysis, Commercial Finance, Financial Structuring, Commercial Mortgages, Consumer Lending, Lines Of Credit, Portfolio Management, Commercial Lending, Finance, Credit Analysis
Education
California State University-Sacramento 1973 — 1975
Christine From's California Bank & Trust Experience 2009 - 2014
Job Vice President, Credit Products Officer
Industry Financial Services
Experience
Bank of the West February 2015 - Present
Avant Advisory Group March 2014 - February 2015
California Bank & Trust 2009 - 2014
City National Bank 2006 - 2009
Guaranty Business Credit 2003 - 2006
Fleet Capital 2001 - 2002
Fleet Capital 2000 - 2001
Bank of America Business Capital 1994 - 1999
Bank of America 1992 - 1994
Skills
Loans, Commercial Lending, Finance, Strategy, Credit, Portfolio Management, Credit Analysis, Banking, Middle Market, Analysis, Auditing, Financial Risk, Cash Flow, Asset Based Lending, Due Diligence, Valuation, Underwriting, Management, Accounts Receivable, Accounting, Strategic Planning, Restructuring, Marketing
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA PM, Finance
CIRA
California State University-Los Angeles
BA, Art History, Business
Glendale High School
University of California, Riverside
MA, Art History
Bank of the West February 2015 - Present
Avant Advisory Group March 2014 - February 2015
California Bank & Trust 2009 - 2014
City National Bank 2006 - 2009
Guaranty Business Credit 2003 - 2006
Fleet Capital 2001 - 2002
Fleet Capital 2000 - 2001
Bank of America Business Capital 1994 - 1999
Bank of America 1992 - 1994
Skills
Loans, Commercial Lending, Finance, Strategy, Credit, Portfolio Management, Credit Analysis, Banking, Middle Market, Analysis, Auditing, Financial Risk, Cash Flow, Asset Based Lending, Due Diligence, Valuation, Underwriting, Management, Accounts Receivable, Accounting, Strategic Planning, Restructuring, Marketing
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA PM, Finance
CIRA
California State University-Los Angeles
BA, Art History, Business
Glendale High School
University of California, Riverside
MA, Art History
Christine Heckert's California Bank & Trust Experience 2001 - 2006
Job Senior Vice President, SBA Manager at Heritage Bank NW
Industry Banking
Experience
Heritage Bank February 2014 - Present
Foundation Bank February 2011 - February 2014
First Heritage Bank January 2007 - February 2011
California Bank & Trust 2001 - 2006
The Commerce Bank of WA 2001 - 2006
The Money Store Investment Corp. 1988 - 2001
Skills
SBA, Loans, Small Business Lending, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Lines Of Credit, Banking, Commercial Mortgages, Underwriting, Financial Analysis, Loan Origination, Executive Management, Portfolio Management, Small Business, Business Development, Consumer Lending, Mortgage Lending
Education
Gonzaga University - School of Business Administration 1976 — 1980
Bachelors, Marketing & Management
Moses Lake High School 1973 — 1976
Diploma, General
Heritage Bank February 2014 - Present
Foundation Bank February 2011 - February 2014
First Heritage Bank January 2007 - February 2011
California Bank & Trust 2001 - 2006
The Commerce Bank of WA 2001 - 2006
The Money Store Investment Corp. 1988 - 2001
Skills
SBA, Loans, Small Business Lending, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Lines Of Credit, Banking, Commercial Mortgages, Underwriting, Financial Analysis, Loan Origination, Executive Management, Portfolio Management, Small Business, Business Development, Consumer Lending, Mortgage Lending
Education
Gonzaga University - School of Business Administration 1976 — 1980
Bachelors, Marketing & Management
Moses Lake High School 1973 — 1976
Diploma, General
Ed Tomlinson's California Bank & Trust Experience 2005 - 2011
Job VP at Dataface Inc.
Industry Computer Software
Experience
Dataface Inc. January 1988 - Present
California Bank & Trust 2005 - 2011
M Squared 2005 - 2008
Wisconsin Pulic Service June 1999 - September 2002
Nissan Motors 1996 - 1998
Skills
SSIS, Microsoft SQL Server, T-SQL, SSRS, Silverlight, Databases, SQL, C#, Business Analysis, Requirements Analysis, Program Management, SDLC, Crystal Reports, VB.NET, ASP.NET
Education
Idaho State University 1998 — 2001
BA, Computer Science
Dataface Inc. January 1988 - Present
California Bank & Trust 2005 - 2011
M Squared 2005 - 2008
Wisconsin Pulic Service June 1999 - September 2002
Nissan Motors 1996 - 1998
Skills
SSIS, Microsoft SQL Server, T-SQL, SSRS, Silverlight, Databases, SQL, C#, Business Analysis, Requirements Analysis, Program Management, SDLC, Crystal Reports, VB.NET, ASP.NET
Education
Idaho State University 1998 — 2001
BA, Computer Science
Brad Powers's California Bank & Trust Experience July 2013 - Present
Job Loan Officer / Underwriter at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2013 - Present
WELLS FARGO & CO PRIVATE BANKING March 2005 - March 2013
U.S. BANCORP COMMERCIAL BANKING March 2003 - March 2005
CALIFORNIA BANK & TRUST COMMERCIAL REAL ESTATE GROUP January 1998 - May 2002
WACHOVIA CORPORATION COMMERCIAL BANKING October 1996 - August 1998
United States Army Reserve November 1987 - November 1995
MITCHELL SYSTEMS CORPORATION January 1993 - January 1994
Skills
Real Estate Cash Flow..., Personal Cash Flow..., Business Cash Flow..., Projection Modeling, Corporate and Personal...
Education
University of San Diego
CA, Certificate in Real Estate Finance and Investments
Virginia Tech
Master of Business Administration
James Madison University
Bachelor of Business Administration, Computer Information Systems
California Bank & Trust July 2013 - Present
WELLS FARGO & CO PRIVATE BANKING March 2005 - March 2013
U.S. BANCORP COMMERCIAL BANKING March 2003 - March 2005
CALIFORNIA BANK & TRUST COMMERCIAL REAL ESTATE GROUP January 1998 - May 2002
WACHOVIA CORPORATION COMMERCIAL BANKING October 1996 - August 1998
United States Army Reserve November 1987 - November 1995
MITCHELL SYSTEMS CORPORATION January 1993 - January 1994
Skills
Real Estate Cash Flow..., Personal Cash Flow..., Business Cash Flow..., Projection Modeling, Corporate and Personal...
Education
University of San Diego
CA, Certificate in Real Estate Finance and Investments
Virginia Tech
Master of Business Administration
James Madison University
Bachelor of Business Administration, Computer Information Systems
Garett Holton's California Bank & Trust Experience January 2003 - May 2007
Job Account Representative at National Mortgage Insurance Corporation "National MI"
Industry Insurance
Experience
National Mortgage Insurance Corporation - "National MI" March 2015 - Present
GEICO July 2013 - February 2015
Ferris State University September 2012 - May 2013
San Diego Police Department May 2007 - April 2008
California Bank & Trust January 2003 - May 2007
Skills
Employer Branding, Marketing, Advertising, Supervisory Skills, Administration, Public Speaking, Microsoft Office, Problem Solving, Event Planning, Microsoft Word, Social Networking, Sales, Time Management, Sports
Education
Ferris State University 2010 — 2013
Bachelor of Sience, Marketing
National Mortgage Insurance Corporation - "National MI" March 2015 - Present
GEICO July 2013 - February 2015
Ferris State University September 2012 - May 2013
San Diego Police Department May 2007 - April 2008
California Bank & Trust January 2003 - May 2007
Skills
Employer Branding, Marketing, Advertising, Supervisory Skills, Administration, Public Speaking, Microsoft Office, Problem Solving, Event Planning, Microsoft Word, Social Networking, Sales, Time Management, Sports
Education
Ferris State University 2010 — 2013
Bachelor of Sience, Marketing
Kelley Carpenter - White's California Bank & Trust Experience May 2003 - Present
Job California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust May 2003 - Present
Bank of America 2000 - 2003
Bank of America 1998 - 2000
Bank of America 1996 - 1998
Bank of America 1995 - 1996
Bank of America 1993 - 1995
Bank of America 1985 - 1993
Education
Diablo Valley College 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
San Ramon Valley High School - Danville Ca 1976 — 1980
California Bank & Trust May 2003 - Present
Bank of America 2000 - 2003
Bank of America 1998 - 2000
Bank of America 1996 - 1998
Bank of America 1995 - 1996
Bank of America 1993 - 1995
Bank of America 1985 - 1993
Education
Diablo Valley College 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
San Ramon Valley High School - Danville Ca 1976 — 1980
Damon Santos's California Bank & Trust Experience April 2011 - August 2013
Job Vice President Business Banking Officer at AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank October 2014 - Present
AmericanWest Bank August 2013 - October 2014
California Bank & Trust April 2011 - August 2013
US Bank January 2008 - April 2011
Union Bank 2003 - 2007
Skills
Credit Analysis, Loans, Cash Management, Banking, Portfolio Management, Commercial Mortgages, Commercial Banking, Lines Of Credit, Cross Selling, Credit, Financial Risk, Finance, Commercial Lending, Small Business Lending
Education
California State University-Los Angeles 1986 — 1990
BS, Finance
AmericanWest Bank October 2014 - Present
AmericanWest Bank August 2013 - October 2014
California Bank & Trust April 2011 - August 2013
US Bank January 2008 - April 2011
Union Bank 2003 - 2007
Skills
Credit Analysis, Loans, Cash Management, Banking, Portfolio Management, Commercial Mortgages, Commercial Banking, Lines Of Credit, Cross Selling, Credit, Financial Risk, Finance, Commercial Lending, Small Business Lending
Education
California State University-Los Angeles 1986 — 1990
BS, Finance
Tiffany Ching's California Bank & Trust Experience January 2015 - Present
Job at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 2015 - Present
Bank of the West July 2013 - December 2014
Union Bank April 2009 - June 2013
Union Bank September 2007 - April 2009
Skills
Commercial Lending, Credit, Banking, Small Business Lending, Credit Analysis, Loans, Portfolio Management, Commercial Banking, Retail Banking, Consumer Lending, Relationship Management, Financial Analysis, Loan Origination, Lines Of Credit, Credit Risk, Cash Management, Treasury Management, Financial Services, Mortgage Lending, Risk Management, Cross Selling, Finance, Underwriting, Commercial Mortgages, Mortgage Banking, Investments, Management, Financial Risk
Education
PCBS class of 2014 2012 — 2014
Banking, Corporate, Finance, and Securities Law
University of Washington 2012 — 2014
Master's Degree, Leadership, Finance and Credit Quality
California State University-Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Business Administration, Finance
California Bank & Trust January 2015 - Present
Bank of the West July 2013 - December 2014
Union Bank April 2009 - June 2013
Union Bank September 2007 - April 2009
Skills
Commercial Lending, Credit, Banking, Small Business Lending, Credit Analysis, Loans, Portfolio Management, Commercial Banking, Retail Banking, Consumer Lending, Relationship Management, Financial Analysis, Loan Origination, Lines Of Credit, Credit Risk, Cash Management, Treasury Management, Financial Services, Mortgage Lending, Risk Management, Cross Selling, Finance, Underwriting, Commercial Mortgages, Mortgage Banking, Investments, Management, Financial Risk
Education
PCBS class of 2014 2012 — 2014
Banking, Corporate, Finance, and Securities Law
University of Washington 2012 — 2014
Master's Degree, Leadership, Finance and Credit Quality
California State University-Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Business Administration, Finance
Mechelle Naclerio's California Bank & Trust Experience February 2009 - September 2009
Job Student at West Los Angeles College
Industry Executive Office
Experience
West Los Angeles College September 2010 - Present
El Camino College August 2009 - Present
California Bank & Trust February 2009 - September 2009
California Bank & Trust, formerly Alliance Bank February 2005 - February 2009
bd Systems April 2003 - February 2005
Newman Tucker Group July 2002 - April 2003
Imperial Bancorp April 1996 - December 2001
Twentieth Century Fox Film Corporation August 1990 - April 1996
Education
El Camino College 2007 — 2010
2010, Business/Finance
West Los Angeles College September 2010 - Present
El Camino College August 2009 - Present
California Bank & Trust February 2009 - September 2009
California Bank & Trust, formerly Alliance Bank February 2005 - February 2009
bd Systems April 2003 - February 2005
Newman Tucker Group July 2002 - April 2003
Imperial Bancorp April 1996 - December 2001
Twentieth Century Fox Film Corporation August 1990 - April 1996
Education
El Camino College 2007 — 2010
2010, Business/Finance
Rochelle Marrs's California Bank & Trust Experience August 2012 - Present
Job Vice President / Credit Advisor at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust August 2012 - Present
California Bank & Trust February 2009 - August 2012
Alliance Bank 2003 - 2009
Wells Fargo Foothill 1993 - 2002
Skills
Commercial Lending, Asset Based Lending, Portfolio Management, Credit Analysis, Credit Risk, Credit, Loans, Banking, Lines Of Credit, Commercial Banking, Commercial Mortgages, Loan Origination
Education
California State University-Long Beach - College of Business Administration
BA, Accounting & Finance
California Bank & Trust August 2012 - Present
California Bank & Trust February 2009 - August 2012
Alliance Bank 2003 - 2009
Wells Fargo Foothill 1993 - 2002
Skills
Commercial Lending, Asset Based Lending, Portfolio Management, Credit Analysis, Credit Risk, Credit, Loans, Banking, Lines Of Credit, Commercial Banking, Commercial Mortgages, Loan Origination
Education
California State University-Long Beach - College of Business Administration
BA, Accounting & Finance
Danni Remington's California Bank & Trust Experience 1998 - September 2006
Job Senior Vice President/Regional Mgr at California United Bank
Industry Banking
Experience
California United Bank formerly known as Premier Commercial Bank September 2006 - Present
California Bank & Trust 1998 - September 2006
Skills
Commercial Lending, Small Business Lending, Loans
Education
Colorado State University 2008 — 2010
Graduate School of Banking, Finance
California United Bank formerly known as Premier Commercial Bank September 2006 - Present
California Bank & Trust 1998 - September 2006
Skills
Commercial Lending, Small Business Lending, Loans
Education
Colorado State University 2008 — 2010
Graduate School of Banking, Finance
Gary Ambart's California Bank & Trust Experience March 2014 - May 2015
Job Commercial Credit
Industry Banking
Experience
Banc of California May 2015 - Present
California Bank & Trust March 2014 - May 2015
Preferred Bank May 2013 - March 2014
Far East National Bank August 2011 - May 2013
Broadway Federal Bank f.s.b. July 2007 - August 2011
Pacific Western Bank / Cedar's Bank May 2005 - July 2007
Cal National Bank / People's Bank August 2001 - May 2005
Skills
Banking, Credit, Underwriting, Commercial Lending, Commercial Banking, Credit Analysis, Risk Management, Loans, Financial Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Finance, Budgets, Microsoft Excel, Loan Origination, Cash Management, AML, Asset Management, Auditing, Bank Secrecy Act, Corporate Finance, Financial Modeling, Financial Structuring, Investments, Valuation, Commercial Mortgages
Education
California State University-Northridge
Bachelor of Science, Accounting
Banc of California May 2015 - Present
California Bank & Trust March 2014 - May 2015
Preferred Bank May 2013 - March 2014
Far East National Bank August 2011 - May 2013
Broadway Federal Bank f.s.b. July 2007 - August 2011
Pacific Western Bank / Cedar's Bank May 2005 - July 2007
Cal National Bank / People's Bank August 2001 - May 2005
Skills
Banking, Credit, Underwriting, Commercial Lending, Commercial Banking, Credit Analysis, Risk Management, Loans, Financial Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Finance, Budgets, Microsoft Excel, Loan Origination, Cash Management, AML, Asset Management, Auditing, Bank Secrecy Act, Corporate Finance, Financial Modeling, Financial Structuring, Investments, Valuation, Commercial Mortgages
Education
California State University-Northridge
Bachelor of Science, Accounting
Rachel Zippwald's California Bank & Trust Experience September 2001 - February 2012
Job Senior Vice President at NAGGL
Industry Banking
Experience
NAGGL May 2014 - Present
Mission Bank May 2014 - Present
Sterling Savings Bank dba Argent Bank October 2013 - April 2014
Commerce National Bank February 2012 - October 2013
California Bank & Trust September 2001 - February 2012
Skills
Loans, SBA, Underwriting, SBA 504, Commercial Lending, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Banking, Commercial Mortgages
Education
Concordia University-Irvine
Bachelor's Degree, Business Administration & Leadership
NAGGL May 2014 - Present
Mission Bank May 2014 - Present
Sterling Savings Bank dba Argent Bank October 2013 - April 2014
Commerce National Bank February 2012 - October 2013
California Bank & Trust September 2001 - February 2012
Skills
Loans, SBA, Underwriting, SBA 504, Commercial Lending, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Banking, Commercial Mortgages
Education
Concordia University-Irvine
Bachelor's Degree, Business Administration & Leadership
Thomas Mayer's California Bank & Trust Experience 1999 - 2001
Job Director & Senior Trust Officer at Deutsche Bank Private Wealth Management
Industry Banking
Experience
Deutsche Bank Private Wealth Management April 2008 - Present
Morgan Stanley Trust 2002 - 2008
City National Bank 2001 - 2002
California Bank & Trust 1999 - 2001
Sanwa Bank 1998 - 1999
Fiduciary Trust International of California 1993 - 1997
Sanwa Bank 1987 - 1992
Education
Claremont Graduate University 2002 — 2003
MBA, Finance
Colgate University 1983 — 1987
BA, Economics
Deutsche Bank Private Wealth Management April 2008 - Present
Morgan Stanley Trust 2002 - 2008
City National Bank 2001 - 2002
California Bank & Trust 1999 - 2001
Sanwa Bank 1998 - 1999
Fiduciary Trust International of California 1993 - 1997
Sanwa Bank 1987 - 1992
Education
Claremont Graduate University 2002 — 2003
MBA, Finance
Colgate University 1983 — 1987
BA, Economics
David Morelli's California Bank & Trust Experience October 2005 - December 2009
Job Commercial Mortgage Underwriter at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2010 - Present
California Bank & Trust October 2005 - December 2009
City National Bank January 2005 - October 2005
Bank of the West April 2004 - January 2005
Bank One May 1999 - March 2004
Skills
Real Estate
Education
California State University-Sacramento 1990 — 1994
Bachelor of Science, Business Administration (Real Estate)
Wells Fargo August 2010 - Present
California Bank & Trust October 2005 - December 2009
City National Bank January 2005 - October 2005
Bank of the West April 2004 - January 2005
Bank One May 1999 - March 2004
Skills
Real Estate
Education
California State University-Sacramento 1990 — 1994
Bachelor of Science, Business Administration (Real Estate)
Terri Dole's California Bank & Trust Experience 2004 - 2005
Job Commercial Flood Insurance Analyst at Bank of the West
Industry Banking
Experience
Bank of the West August 2012 - Present
Bank of the West October 2010 - August 2012
RBC Bank March 2008 - December 2009
RBC Bank October 2005 - March 2008
California Bank & Trust 2004 - 2005
Bank One, Arizona / Chase Manhattan Corporation 1994 - 2004
Skills
Mortgage Banking, Commercial Real Estate, Commercial Lending, Customer Service, Portfolio Management, Analysis, Commercial Banking, Credit, Underwriting, Loans, Human Resources, Investment Properties, Finance
Education
Eastern Michigan University
Business
Heald College
Accounting Specialist
Sacramento City College
AA, Fine Arts
St. Stans
Bank of the West August 2012 - Present
Bank of the West October 2010 - August 2012
RBC Bank March 2008 - December 2009
RBC Bank October 2005 - March 2008
California Bank & Trust 2004 - 2005
Bank One, Arizona / Chase Manhattan Corporation 1994 - 2004
Skills
Mortgage Banking, Commercial Real Estate, Commercial Lending, Customer Service, Portfolio Management, Analysis, Commercial Banking, Credit, Underwriting, Loans, Human Resources, Investment Properties, Finance
Education
Eastern Michigan University
Business
Heald College
Accounting Specialist
Sacramento City College
AA, Fine Arts
St. Stans
Rachelle Tubongbanua's California Bank & Trust Experience March 2007 - March 2008
Job Wealth Management Officer / Project Manager at US Bank
Industry Banking
Experience
US Bank March 2008 - Present
California Bank & Trust March 2007 - March 2008
Skills
Loans, Banking, Credit, Commercial Banking, Consumer Lending, Wealth Management, Credit Analysis, Retail Banking, Lines Of Credit, Project Management, Relationship Management
Education
DeVry University-California 2007 — 2009
Bachelor of Business Administration (BBA), Business & Accounting
San Diego State University-California State University
US Bank March 2008 - Present
California Bank & Trust March 2007 - March 2008
Skills
Loans, Banking, Credit, Commercial Banking, Consumer Lending, Wealth Management, Credit Analysis, Retail Banking, Lines Of Credit, Project Management, Relationship Management
Education
DeVry University-California 2007 — 2009
Bachelor of Business Administration (BBA), Business & Accounting
San Diego State University-California State University
Melissa M. Simmons's California Bank & Trust Experience July 2009 - Present
Job Accounting Analyst
Industry Banking
Experience
California Bank & Trust July 2009 - Present
24 Hour Fitness October 1999 - April 2009
Skills
Microsoft Excel, Microsoft Word, Oracle E-Business Suite, Visio, Oracle Discoverer, PeopleSoft, MS Project, Access, Crystal Reports, QuickBooks, PowerPoint, MS Excel Pivot Tables, Accounting, SharePoint, Data Analysis, SAP ERP, Project+, Microsoft Office, Customer Service, Invoicing, Banking
Education
Western Governors University
Master of Science (M.S.), Accounting
Western Governors University 2012 — 2013
Bachelor of Science (B.S.), Accounting
Duquesne University 1992 — 1997
Psychology & World Literature
California Bank & Trust July 2009 - Present
24 Hour Fitness October 1999 - April 2009
Skills
Microsoft Excel, Microsoft Word, Oracle E-Business Suite, Visio, Oracle Discoverer, PeopleSoft, MS Project, Access, Crystal Reports, QuickBooks, PowerPoint, MS Excel Pivot Tables, Accounting, SharePoint, Data Analysis, SAP ERP, Project+, Microsoft Office, Customer Service, Invoicing, Banking
Education
Western Governors University
Master of Science (M.S.), Accounting
Western Governors University 2012 — 2013
Bachelor of Science (B.S.), Accounting
Duquesne University 1992 — 1997
Psychology & World Literature
Nancy Grauten's California Bank & Trust Experience June 2012 - December 2012
Job Banker
Industry Banking
Experience
Westamerica 2013 - Present
California Bank & Trust June 2012 - December 2012
Tamalpais Bank, now a part of Union Bank 1997 - December 2010
Allied Bank, part of National Bank of the Redwoods 1996 - 1997
Luther Burbank Savings 1992 - 1996
Norwest Financial 1986 - 1992
Skills
Credit Analysis, Credit Administration, Loan Structuring, Construction Loans, Loan Portfolio..., Risk Analysis, Project Portfolio..., Excel, CRE Lending, Multifamily Lending, Appraisal review and..., SBA, C&I, New Business Development, Microsoft Excel, Credit, Portfolio Management, Financial Structuring, Loans, Banking, Commercial Lending, Small Business Lending, Commercial Mortgages, Commercial Banking, Finance, Loan Origination, Underwriting
Education
California State University-Long Beach 1982 — 1986
B.A., Mathematics
Westamerica 2013 - Present
California Bank & Trust June 2012 - December 2012
Tamalpais Bank, now a part of Union Bank 1997 - December 2010
Allied Bank, part of National Bank of the Redwoods 1996 - 1997
Luther Burbank Savings 1992 - 1996
Norwest Financial 1986 - 1992
Skills
Credit Analysis, Credit Administration, Loan Structuring, Construction Loans, Loan Portfolio..., Risk Analysis, Project Portfolio..., Excel, CRE Lending, Multifamily Lending, Appraisal review and..., SBA, C&I, New Business Development, Microsoft Excel, Credit, Portfolio Management, Financial Structuring, Loans, Banking, Commercial Lending, Small Business Lending, Commercial Mortgages, Commercial Banking, Finance, Loan Origination, Underwriting
Education
California State University-Long Beach 1982 — 1986
B.A., Mathematics
Traci Nagasawa's California Bank & Trust Experience June 2004 - April 2005
Job Vice President Retail Sales & Service at Sacramento Credit Union
Industry Banking
Experience
Sacramento Credit Union May 2014 - Present
Golden 1 Credit Union April 2008 - May 2014
Travis Credit Union April 2005 - April 2008
California Bank & Trust June 2004 - April 2005
California Check Cashing June 2003 - June 2004
First Bank December 2002 - June 2003
Safeway Select Bank September 2001 - November 2002
California Bank & Trust October 1998 - September 2001
Skills
Risk Management, Banking, Loans, Marketing, Credit, Small Business Lending, Customer Service, Management, Sales, New Business Development, Commercial Lending, Training, Real Estate, Strategic Planning, Human Resources, Sales Management, Strategy, Commercial Banking, Coaching, Financial Services, Investments
Education
California State University-Sacramento 1991 — 1996
Bachelor's, Psychology
California State University
Bachelors of Arts, Psychology
Sacramento City College
Associates of Arts, Social Sciences
Sacramento Credit Union May 2014 - Present
Golden 1 Credit Union April 2008 - May 2014
Travis Credit Union April 2005 - April 2008
California Bank & Trust June 2004 - April 2005
California Check Cashing June 2003 - June 2004
First Bank December 2002 - June 2003
Safeway Select Bank September 2001 - November 2002
California Bank & Trust October 1998 - September 2001
Skills
Risk Management, Banking, Loans, Marketing, Credit, Small Business Lending, Customer Service, Management, Sales, New Business Development, Commercial Lending, Training, Real Estate, Strategic Planning, Human Resources, Sales Management, Strategy, Commercial Banking, Coaching, Financial Services, Investments
Education
California State University-Sacramento 1991 — 1996
Bachelor's, Psychology
California State University
Bachelors of Arts, Psychology
Sacramento City College
Associates of Arts, Social Sciences
Dametria Allen's California Bank & Trust Experience February 2010 - Present
Job Experienced Banker
Industry Banking
Experience
California Bank & Trust February 2010 - Present
Bank of America July 2000 - September 2004
Skills
Loans
Education
California State University-San Bernardino 2001 — 2007
B.A, Business Administration
California Bank & Trust February 2010 - Present
Bank of America July 2000 - September 2004
Skills
Loans
Education
California State University-San Bernardino 2001 — 2007
B.A, Business Administration
Ted Hildreth's California Bank & Trust Experience January 2010 - March 2011
Job SVP Regional Manager of OC/LA at Silvergate Bank
Industry Banking
Experience
Silvergate Bank August 2014 - Present
Opus Bank March 2011 - August 2014
California Bank & Trust January 2010 - March 2011
Comerica Bank 1992 - 2009
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Credit Analysis, Commercial Banking, Credit, Loans, Banking, Portfolio Management, Mortgage Lending, Financial Analysis, Loan Origination, Lines Of Credit
Education
California State University-Long Beach 1985 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services
California State University-Long Beach - College of Business Administration
Silvergate Bank August 2014 - Present
Opus Bank March 2011 - August 2014
California Bank & Trust January 2010 - March 2011
Comerica Bank 1992 - 2009
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Credit Analysis, Commercial Banking, Credit, Loans, Banking, Portfolio Management, Mortgage Lending, Financial Analysis, Loan Origination, Lines Of Credit
Education
California State University-Long Beach 1985 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services
California State University-Long Beach - College of Business Administration
Joyce Kim's California Bank & Trust Experience 2009 - 2010
Job Senior Consultant at Deloitte
Industry Accounting
Experience
Deloitte January 2015 - Present
BDO USA, LLP July 2011 - December 2014
California Bank & Trust 2009 - 2010
Skills
Tax Research, Financial Reporting, Tax Accounting, Accounting, International Tax, SEC filings, Tax, CPA, Corporate Tax, Income Tax
Education
University of Southern California - Marshall School of Business 2010 — 2011
Masters in Business Taxation
Indiana University - Kelley School of Business 2002 — 2005
BS, Finance
Deloitte January 2015 - Present
BDO USA, LLP July 2011 - December 2014
California Bank & Trust 2009 - 2010
Skills
Tax Research, Financial Reporting, Tax Accounting, Accounting, International Tax, SEC filings, Tax, CPA, Corporate Tax, Income Tax
Education
University of Southern California - Marshall School of Business 2010 — 2011
Masters in Business Taxation
Indiana University - Kelley School of Business 2002 — 2005
BS, Finance
Rosemary Von Kluegl's California Bank & Trust Experience May 1982 - September 2001
Job Consumer Loan Manager/Compliance Officer at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank September 2004 - Present
San Diego County Credit Union September 2001 - September 2004
California Bank & Trust May 1982 - September 2001
Skills
Loans, Credit, Banking, Compliance, Excel, Word, PowerPoint, Credit Analysis
Education
Grossmont College 1986 — 1995
Certificate, Banking & Finance
Marian Cental Catholic H.S.
Diploma, General
Torrey Pines Bank September 2004 - Present
San Diego County Credit Union September 2001 - September 2004
California Bank & Trust May 1982 - September 2001
Skills
Loans, Credit, Banking, Compliance, Excel, Word, PowerPoint, Credit Analysis
Education
Grossmont College 1986 — 1995
Certificate, Banking & Finance
Marian Cental Catholic H.S.
Diploma, General
Eric del Prado's California Bank & Trust Experience February 2009 - September 2013
Job at
Industry Banking
Experience
Plaza Bank October 2013 - Present
California Bank & Trust February 2009 - September 2013
Alliance Bank January 2005 - February 2009
Pacific Mercantile Bank March 2001 - December 2004
Education
Irvine Valley College
Plaza Bank October 2013 - Present
California Bank & Trust February 2009 - September 2013
Alliance Bank January 2005 - February 2009
Pacific Mercantile Bank March 2001 - December 2004
Education
Irvine Valley College
Brian Herman's California Bank & Trust Experience January 2006 - November 2010
Job Senior Licensing Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle Corporation November 2010 - Present
California Bank & Trust January 2006 - November 2010
Education
California State University-Sacramento 2000 — 2005
Bachelors, Business Administration - Finance
Oracle Corporation November 2010 - Present
California Bank & Trust January 2006 - November 2010
Education
California State University-Sacramento 2000 — 2005
Bachelors, Business Administration - Finance
Catherine Mesa-Hautemont's California Bank & Trust Experience VP Commercial & Corporate BankingCalifornia Bank & TrustDecember 1998 - Present
Job VP Commercial & Corporate Banking at California Bank & Trust
Industry Banking
Experience
California Bank & Trust VP Commercial & Corporate BankingCalifornia Bank & TrustDecember 1998 - Present
Education
ESSEC - ESSEC Business School
California Bank & Trust VP Commercial & Corporate BankingCalifornia Bank & TrustDecember 1998 - Present
Education
ESSEC - ESSEC Business School
Amy Allshouse's California Bank & Trust Experience August 2013 - March 2015
Job Product Manager, Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank March 2015 - Present
California Bank & Trust August 2013 - March 2015
River City Bank September 2008 - July 2013
Zions Bancorporation February 2008 - September 2008
River City Bank June 2001 - September 2008
Skills
Banking, Cash Management, Small Business Lending, Analysis, Microsoft Excel, Strategic Planning, Microsoft Office, Training, Management, Commercial Banking, Portfolio Management, Retail Banking
Education
California State University-Sacramento 2005 — 2007
BA, Spanish
Silicon Valley Bank March 2015 - Present
California Bank & Trust August 2013 - March 2015
River City Bank September 2008 - July 2013
Zions Bancorporation February 2008 - September 2008
River City Bank June 2001 - September 2008
Skills
Banking, Cash Management, Small Business Lending, Analysis, Microsoft Excel, Strategic Planning, Microsoft Office, Training, Management, Commercial Banking, Portfolio Management, Retail Banking
Education
California State University-Sacramento 2005 — 2007
BA, Spanish
Gega Karabekyan's California Bank & Trust Experience January 2013 - Present
Job Vice President Customer Service Manager
Industry Banking
Experience
California Bank & Trust January 2013 - Present
City National Bank May 2008 - December 2012
Indymac Bank March 2002 - March 2008
Cal National Bank 1995 - 2002
Skills
Retail Banking, Loans, Consumer Lending, Credit, Commercial Banking, Underwriting, Banking, Commercial Lending, Team Building, Small Business Lending, Credit Analysis, Mortgage Lending, Coaching, Lines Of Credit, Cash Management, Mortgage Banking, Process Improvement, Customer Service, Branch Banking, Credit Risk, Loan Origination, Treasury Management, Portfolio Management, Risk Management, Bank Secrecy Act, Private Banking, Branch Management, Deposits, Credit Cards, Relationship Management, Core Banking, Operational Risk..., Banking Relationships, KYC, Operational Risk, Merchant Services, Financial Services
Education
California State University-Northridge 1990 — 1992
California Bank & Trust January 2013 - Present
City National Bank May 2008 - December 2012
Indymac Bank March 2002 - March 2008
Cal National Bank 1995 - 2002
Skills
Retail Banking, Loans, Consumer Lending, Credit, Commercial Banking, Underwriting, Banking, Commercial Lending, Team Building, Small Business Lending, Credit Analysis, Mortgage Lending, Coaching, Lines Of Credit, Cash Management, Mortgage Banking, Process Improvement, Customer Service, Branch Banking, Credit Risk, Loan Origination, Treasury Management, Portfolio Management, Risk Management, Bank Secrecy Act, Private Banking, Branch Management, Deposits, Credit Cards, Relationship Management, Core Banking, Operational Risk..., Banking Relationships, KYC, Operational Risk, Merchant Services, Financial Services
Education
California State University-Northridge 1990 — 1992
Maryam Sedadi's California Bank & Trust Experience February 1999 - Present
Job Sales Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 1999 - Present
Bank One January 1998 - February 1999
Education
California State University-Long Beach
Business Management
Marymount College
Marketing
California Bank & Trust February 1999 - Present
Bank One January 1998 - February 1999
Education
California State University-Long Beach
Business Management
Marymount College
Marketing
Annie Aldaba's California Bank & Trust Experience 2006 - Present
Job Loan Servicer at California Bank & Trust
Industry Banking
Experience
California Bank & Trust 2006 - Present
Union Bank April 2001 - 2006
State Farm Insurance - Tita de Guzman Agency 1999 - 2000
Skills
Banking
Education
De La Salle University 1987 — 1990
Bachelor's Degree
California Bank & Trust 2006 - Present
Union Bank April 2001 - 2006
State Farm Insurance - Tita de Guzman Agency 1999 - 2000
Skills
Banking
Education
De La Salle University 1987 — 1990
Bachelor's Degree
Hal Bazarian's California Bank & Trust Experience June 2014 - Present
Job Vice President/Relationship Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 2014 - Present
American Business Bank January 2013 - December 2013
Union Bank February 1999 - June 2012
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Small Business Lending, Retail Banking, Credit Risk, Portfolio Management, Consumer Lending, Mortgage Lending, Relationship Management
Education
ABA National Graduate School of Commercial Lending, Oklahoma University, OK 1985 — 1985
Certificate of Completion, Banking and Financial Support Services, Graduated with Distinction
California State University-Northridge
B.S. Finance/Accounting
California Bank & Trust June 2014 - Present
American Business Bank January 2013 - December 2013
Union Bank February 1999 - June 2012
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Small Business Lending, Retail Banking, Credit Risk, Portfolio Management, Consumer Lending, Mortgage Lending, Relationship Management
Education
ABA National Graduate School of Commercial Lending, Oklahoma University, OK 1985 — 1985
Certificate of Completion, Banking and Financial Support Services, Graduated with Distinction
California State University-Northridge
B.S. Finance/Accounting
Jennifer (Marshall) McIver's California Bank & Trust Experience November 2012 - Present
Job Real Estate Disburser II at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 2012 - Present
California Bank & Trust May 2006 - November 2012
Drug Emporium May 2002 - May 2006
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Consumer Lending, Credit Analysis, Credit, Retail Banking
Education
Fullerton College
Business Administration and Management, General
California Bank & Trust November 2012 - Present
California Bank & Trust May 2006 - November 2012
Drug Emporium May 2002 - May 2006
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Consumer Lending, Credit Analysis, Credit, Retail Banking
Education
Fullerton College
Business Administration and Management, General
Eshan Patel's California Bank & Trust Experience July 2010 - February 2011
Job Banking Professional
Industry Banking
Experience
U.S. Bank September 2012 - Present
California Bank & Trust July 2010 - February 2011
Fremont Bank November 2009 - May 2010
Bank of the West January 2008 - November 2009
Bank of America 2004 - 2006
Skills
Microsoft Office, Typing, Retail Banking, Banking, Branch Banking, Cash Management, Customer Experience, Finance, Customer Service, 10 Key, Outlook, Cash Flow
Education
Chabot College 2011 — 2012
Business Administration and Management, General, 3
U.S. Bank September 2012 - Present
California Bank & Trust July 2010 - February 2011
Fremont Bank November 2009 - May 2010
Bank of the West January 2008 - November 2009
Bank of America 2004 - 2006
Skills
Microsoft Office, Typing, Retail Banking, Banking, Branch Banking, Cash Management, Customer Experience, Finance, Customer Service, 10 Key, Outlook, Cash Flow
Education
Chabot College 2011 — 2012
Business Administration and Management, General, 3
Camille Goldman's California Bank & Trust Experience November 2013 - Present
Job Administrative Assistant II at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 2013 - Present
California Bank & Trust November 2013 - Present
Bank of the West August 2004 - December 2012
Bank of America 1998 - October 2003
Skills
Microsoft Office, NT Enterprise, Event Planning, Time Management, Administrative Work, Training Manuals, Computer Software..., Events Coordination, Training, Outlook, Budgets, Leadership, Inventory Management, Credit, Loans, Banking, Management, Human Resources, Finance, Accounting, Cash Management, Analysis, Administrative..., Microsoft Excel, Risk Management, Call Centers, Retail Banking, Commercial Banking
Education
California High School
Diablo Valley College
General Studies
California Bank & Trust November 2013 - Present
California Bank & Trust November 2013 - Present
Bank of the West August 2004 - December 2012
Bank of America 1998 - October 2003
Skills
Microsoft Office, NT Enterprise, Event Planning, Time Management, Administrative Work, Training Manuals, Computer Software..., Events Coordination, Training, Outlook, Budgets, Leadership, Inventory Management, Credit, Loans, Banking, Management, Human Resources, Finance, Accounting, Cash Management, Analysis, Administrative..., Microsoft Excel, Risk Management, Call Centers, Retail Banking, Commercial Banking
Education
California High School
Diablo Valley College
General Studies
Louise Finley's California Bank & Trust Experience October 1990 - Present
Job Loan Administrator at California Bank & Trust
Industry Banking
Experience
California Bank & Trust October 1990 - Present
Education
Cypress College
California Bank & Trust October 1990 - Present
Education
Cypress College
Leyda Alarcon's California Bank & Trust Experience January 1997 - Present
Job Operations Officer at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 1997 - Present
Corestates Bank January 1990 - December 1996
Skills
Bilingual, Highly motivated..., Commitment to Customer..., Energetic team player, Problem Solving
Education
California State University-Los Angeles 1999 — 2002
Language Interpretation and Translation
California Bank & Trust January 1997 - Present
Corestates Bank January 1990 - December 1996
Skills
Bilingual, Highly motivated..., Commitment to Customer..., Energetic team player, Problem Solving
Education
California State University-Los Angeles 1999 — 2002
Language Interpretation and Translation
Elvia Soukup's California Bank & Trust Experience 2013 - 2014
Job Vice President / BBG Senior Relationship Manager / Fiduciary Banking
Industry Banking
Experience
California Bank & Trust 2013 - 2014
Bank of the West 2005 - 2012
Sterling Equity Mortgage, Inc 2004 - 2005
Union Bank 1999 - 2004
Bank of America 1994 - 1999
Skills
New Business Development, Small Business Lending, Sales Management, Staff Development, Banking, Credit, Commercial Banking, Loans, Customer Service, Notary Public, Real Estate License, Loss Prevention, Strategic Planning, Budget Monitoring, Merchant Services, Financial Analysis, Relationship Management, Building Relationships, Team Building, Cross Selling, Financial Services, Sales, Business Development, Lines Of Credit, Portfolio Management, Mortgage Lending, Finance, Commercial Lending, Credit Analysis, Retail Banking, Consumer Lending
Education
California State University-Los Angeles
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Academy of Finance
Finance and Banking, Finance
Business Industry School
Finance, Banking and Finances
Los Angeles High School
General Studies -Diploma, General Studies
California Bank & Trust 2013 - 2014
Bank of the West 2005 - 2012
Sterling Equity Mortgage, Inc 2004 - 2005
Union Bank 1999 - 2004
Bank of America 1994 - 1999
Skills
New Business Development, Small Business Lending, Sales Management, Staff Development, Banking, Credit, Commercial Banking, Loans, Customer Service, Notary Public, Real Estate License, Loss Prevention, Strategic Planning, Budget Monitoring, Merchant Services, Financial Analysis, Relationship Management, Building Relationships, Team Building, Cross Selling, Financial Services, Sales, Business Development, Lines Of Credit, Portfolio Management, Mortgage Lending, Finance, Commercial Lending, Credit Analysis, Retail Banking, Consumer Lending
Education
California State University-Los Angeles
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Academy of Finance
Finance and Banking, Finance
Business Industry School
Finance, Banking and Finances
Los Angeles High School
General Studies -Diploma, General Studies
Gabriel Malagamba's California Bank & Trust Experience April 2008 - Present
Job Vice President & Relationship Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2008 - Present
Skills
Multi Family and..., Loans, Commercial Mortgages, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Mortgage Lending, Lines Of Credit, SBA 504, Construction Loans, Small Business Lending, Asset Based Lending, Credit, Consumer Lending, SBA, Loan Origination, Real Estate Financing, Mortgage Banking, Credit Risk, Retail Banking, Underwriting, Treasury Management, Deposits, Cash Management, Financial Structuring, Treasury Services, Branch Management
Education
Instituto Tecnológico Autónomo de México 1994 — 1996
Post-Graduate Degree, Corporate Finance
CETYS Universidad 1992 — 1994
Post-Graduate Degree, FInance
CETYS Universidad 1988 — 1992
Bachelor's degree, Accounting
California Bank & Trust April 2008 - Present
Skills
Multi Family and..., Loans, Commercial Mortgages, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Mortgage Lending, Lines Of Credit, SBA 504, Construction Loans, Small Business Lending, Asset Based Lending, Credit, Consumer Lending, SBA, Loan Origination, Real Estate Financing, Mortgage Banking, Credit Risk, Retail Banking, Underwriting, Treasury Management, Deposits, Cash Management, Financial Structuring, Treasury Services, Branch Management
Education
Instituto Tecnológico Autónomo de México 1994 — 1996
Post-Graduate Degree, Corporate Finance
CETYS Universidad 1992 — 1994
Post-Graduate Degree, FInance
CETYS Universidad 1988 — 1992
Bachelor's degree, Accounting
Wendy Orosco's California Bank & Trust Experience July 2010 - Present
Job Customer Service Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2010 - Present
Banco Popular November 2009 - July 2010
WASHINGTON MUTUAL BANK August 1992 - April 2004
Skills
Retail Banking, Commercial Banking, Consumer Lending, Loans, Banking, Credit, Lines Of Credit, Branch Banking, Branch Management, Deposits, Cross Selling, Mortgage Lending, Relationship Management, Cash Management, Sales, Customer Service, Compliance, Auditing
Education
Fullerton College 1991 — 1994
STUDIED BUSINESS
EL DORADO HIGH SCHOOL 1988 — 1991
DIPLOMA
California Bank & Trust July 2010 - Present
Banco Popular November 2009 - July 2010
WASHINGTON MUTUAL BANK August 1992 - April 2004
Skills
Retail Banking, Commercial Banking, Consumer Lending, Loans, Banking, Credit, Lines Of Credit, Branch Banking, Branch Management, Deposits, Cross Selling, Mortgage Lending, Relationship Management, Cash Management, Sales, Customer Service, Compliance, Auditing
Education
Fullerton College 1991 — 1994
STUDIED BUSINESS
EL DORADO HIGH SCHOOL 1988 — 1991
DIPLOMA
Ryan Valentine's California Bank & Trust Experience April 2006 - August 2008
Job Loan Servicing Specialist at Sun West Mortgage Company, Inc.
Industry Banking
Experience
Sun West Mortgage Company, Inc. April 2013 - Present
California Bank & Trust April 2006 - August 2008
Skills
Credit Analysis, Loan Servicing, Loan Documents, Loan Compliance, Customer Service
Education
California State University-Long Beach 1998 — 2005
Bachelor of Science (BS), Finance, Real Estate, & Law
Sun West Mortgage Company, Inc. April 2013 - Present
California Bank & Trust April 2006 - August 2008
Skills
Credit Analysis, Loan Servicing, Loan Documents, Loan Compliance, Customer Service
Education
California State University-Long Beach 1998 — 2005
Bachelor of Science (BS), Finance, Real Estate, & Law