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
Troy Perry II Troy Perry II's California Bank & Trust Experience March 2014 - Present
Job Vice President Relationship Banking Officer II at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust March 2014 - Present
JPMorgan Chase June 2011 - Present
Wells Fargo Bank October 2009 - May 2011
Wells Fargo Financial October 2009 - April 2011
Skills
Mortgage Lending, Credit, Loans, Banking, Underwriting, Credit Analysis, Consumer Lending, Cold Calling, Retail Banking, Relationship Management, Commercial Lending, Sales, Financial Analysis, Call Center, Sales Management, Coaching, Customer Service, Recruiting, Small Business Lending, Business Networking, Lines Of Credit, Cash Management, Commercial Banking, Training, Cross Selling, Refinance, Finance, Series 63, Credit Cards, Residential Mortgages, Deposits, FHA, Portfolio Management, Insurance, SBA, Loan Origination, Branch Banking, Small Business, Commercial Mortgages, Series 6
Education
University of Washington 2005 — 2007
Bachelor of Science, Political Science
Pasadena City College 2004 — 2005
AA/AS, Economics/Accounting
California Bank & Trust March 2014 - Present
JPMorgan Chase June 2011 - Present
Wells Fargo Bank October 2009 - May 2011
Wells Fargo Financial October 2009 - April 2011
Skills
Mortgage Lending, Credit, Loans, Banking, Underwriting, Credit Analysis, Consumer Lending, Cold Calling, Retail Banking, Relationship Management, Commercial Lending, Sales, Financial Analysis, Call Center, Sales Management, Coaching, Customer Service, Recruiting, Small Business Lending, Business Networking, Lines Of Credit, Cash Management, Commercial Banking, Training, Cross Selling, Refinance, Finance, Series 63, Credit Cards, Residential Mortgages, Deposits, FHA, Portfolio Management, Insurance, SBA, Loan Origination, Branch Banking, Small Business, Commercial Mortgages, Series 6
Education
University of Washington 2005 — 2007
Bachelor of Science, Political Science
Pasadena City College 2004 — 2005
AA/AS, Economics/Accounting
Frank Hutchins Frank Hutchins's California Bank & Trust Experience August 2007 - June 2013
Job Nevada Field Representative at Quantitative Development Group
Industry Banking
Experience
Quantitative Development Group July 2013 - Present
California Bank & Trust August 2007 - June 2013
Tri-City Medical Center 2010 - 2012
Pacific Western Bank February 2005 - July 2007
Southwest Community Bank September 2003 - January 2005
Marlin Group, Inc. July 1993 - September 2003
San Diego Trust and Savings Bank June 1992 - July 1993
First National Bank November 1986 - May 1992
Bank of San Diego February 1982 - October 1986
John Burnham & Co. March 1978 - February 1982
Skills
Commercial Banking, Credit Analysis, Energy Industry
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration
San Diego State University-California State University
Master of Business Administration (M.B.A.), Finance
Quantitative Development Group July 2013 - Present
California Bank & Trust August 2007 - June 2013
Tri-City Medical Center 2010 - 2012
Pacific Western Bank February 2005 - July 2007
Southwest Community Bank September 2003 - January 2005
Marlin Group, Inc. July 1993 - September 2003
San Diego Trust and Savings Bank June 1992 - July 1993
First National Bank November 1986 - May 1992
Bank of San Diego February 1982 - October 1986
John Burnham & Co. March 1978 - February 1982
Skills
Commercial Banking, Credit Analysis, Energy Industry
Education
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration
San Diego State University-California State University
Master of Business Administration (M.B.A.), Finance
Betty R. Uribe, Ed.D. Betty R. Uribe, Ed.D.'s California Bank & Trust Experience September 2011 - Present
Job Executive Vice President, California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust September 2011 - Present
Comerica Bank May 2007 - April 2011
Wells Fargo Bank 1988 - 2007
Skills
Finance, Coaching, Business Development, Small Business, Portfolio Management, Small Business Lending, Sales, Customer Insight, Underwriting, Retail Banking, Process Improvement, Financial Services, Credit Analysis, Investments, Consumer Lending, Loans, Analysis, Risk Management, Management, Relationship Management, Credit, Business Planning, Strategic Planning, Executive Management, Entrepreneurship, Banking, Mergers & Acquisitions, Customer Service, Commercial Banking, Financial Analysis, Commercial Lending, Treasury Management, Leadership, Asset Based Lending, Mortgage Lending, Lines Of Credit, Leadership Development, Organizational..., Public Speaking, Training, Motivational Speaking, Sales Management
Education
Pepperdine University 2009 — 2012
Doctorate, Organizational Leadership, School of Education & Psychology. Honors Graduate, Organizational Leadership
University of Virginia 2001 — 2003
Banking, Bank CEO's approach to M&A & Profit Generation
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance & Strategy
San Diego State University-California State University 1986 — 1988
Bachelor of Arts, Psychology Major, Business Minor
California Bank & Trust September 2011 - Present
Comerica Bank May 2007 - April 2011
Wells Fargo Bank 1988 - 2007
Skills
Finance, Coaching, Business Development, Small Business, Portfolio Management, Small Business Lending, Sales, Customer Insight, Underwriting, Retail Banking, Process Improvement, Financial Services, Credit Analysis, Investments, Consumer Lending, Loans, Analysis, Risk Management, Management, Relationship Management, Credit, Business Planning, Strategic Planning, Executive Management, Entrepreneurship, Banking, Mergers & Acquisitions, Customer Service, Commercial Banking, Financial Analysis, Commercial Lending, Treasury Management, Leadership, Asset Based Lending, Mortgage Lending, Lines Of Credit, Leadership Development, Organizational..., Public Speaking, Training, Motivational Speaking, Sales Management
Education
Pepperdine University 2009 — 2012
Doctorate, Organizational Leadership, School of Education & Psychology. Honors Graduate, Organizational Leadership
University of Virginia 2001 — 2003
Banking, Bank CEO's approach to M&A & Profit Generation
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance & Strategy
San Diego State University-California State University 1986 — 1988
Bachelor of Arts, Psychology Major, Business Minor
Maria M Lopez-Gruenberg's California Bank & Trust Experience November 2002 - January 2005
Job VPBusiness Relationship Mgr
Industry Banking
Experience
JPMorgan Chase May 2009 - Present
JPMorgan Chase September 2005 - Present
California Bank & Trust November 2002 - January 2005
Wells Fargo Bank February 2000 - September 2002
Chevy Chase Bank November 1997 - December 1999
Education
Montgomery College 1997 — 1999
Business Adminstration
Woodrow Wilson High-Long Beach 1994 — 1996
JPMorgan Chase May 2009 - Present
JPMorgan Chase September 2005 - Present
California Bank & Trust November 2002 - January 2005
Wells Fargo Bank February 2000 - September 2002
Chevy Chase Bank November 1997 - December 1999
Education
Montgomery College 1997 — 1999
Business Adminstration
Woodrow Wilson High-Long Beach 1994 — 1996
Margarite Williams Margarite Williams's California Bank & Trust Experience 1985 - 2012
Job Banking Professional
Industry Banking
Experience
California Bank & Trust 1985 - 2012
Skills
Loans, Commercial Banking, Banking, Commercial Lending, Credit
Education
San Diego City College 1974 — 1975
None, Dress Designing
California Bank & Trust 1985 - 2012
Skills
Loans, Commercial Banking, Banking, Commercial Lending, Credit
Education
San Diego City College 1974 — 1975
None, Dress Designing
Derick Spirlin Derick Spirlin's California Bank & Trust Experience October 2008 - August 2013
Job InStore Banker US Bank
Industry Banking
Experience
U.S. Bank June 2015 - Present
California Bank & Trust October 2008 - August 2013
Wachovia, A Wells Fargo Company April 2002 - August 2008
Skills
Loans, Banking, Consumer Lending, Retail Banking, Mortgage Banking, Cross Selling, Deposits, Branch Banking, Financial Services, Credit, Commercial Banking, Mortgage Lending, Residential Mortgages, Loan Servicing, Core Banking, Finance, Small Business Lending, Commercial Mortgages, Treasury Management, Underwriting, Commercial Lending, Portfolio Management, Lines Of Credit, Credit Analysis, Strategic Financial..., Loan Origination, Financial Structuring, Coaching, Small Business, Real Estate, Financial Analysis, Refinance, Risk Management, Real Estate Financing, Investments, Credit Risk, Cash Management, Construction Loans, Asset Based Lending, Branch Management, SBA
Education
Riverside City College
U.S. Bank June 2015 - Present
California Bank & Trust October 2008 - August 2013
Wachovia, A Wells Fargo Company April 2002 - August 2008
Skills
Loans, Banking, Consumer Lending, Retail Banking, Mortgage Banking, Cross Selling, Deposits, Branch Banking, Financial Services, Credit, Commercial Banking, Mortgage Lending, Residential Mortgages, Loan Servicing, Core Banking, Finance, Small Business Lending, Commercial Mortgages, Treasury Management, Underwriting, Commercial Lending, Portfolio Management, Lines Of Credit, Credit Analysis, Strategic Financial..., Loan Origination, Financial Structuring, Coaching, Small Business, Real Estate, Financial Analysis, Refinance, Risk Management, Real Estate Financing, Investments, Credit Risk, Cash Management, Construction Loans, Asset Based Lending, Branch Management, SBA
Education
Riverside City College
Gloria Hirson Gloria Hirson's California Bank & Trust Experience March 2014 - Present
Job EVP California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2014 - Present
Summit Consulting, LLC January 2007 - March 2014
Kring & Chung, LLP December 2013 - February 2014
Skills
Marketing Communications, Social Media Marketing, Marketing, Social Networking, Microsoft Office, Real Estate, Customer Service, Direct Marketing, Marketing Strategy, Contract Negotiation, Business Development, Advertising, Online Marketing, Public Relations, Event Management, Account Management, Salesforce.com, Online Advertising, Email Marketing, Strategic Planning, Business Planning, Coaching, New Business Development, Market Research, Outlook, Microsoft Excel, Fundraising, Blogging, Marketing Management, Microsoft Word, Event Planning, Strategy, Management Consulting, Lead Generation, Business Strategy, B2B, Brand Development, Team Management, Social Media, Banking, Entrepreneurship, Leadership, PowerPoint
Education
Fullerton College
Orange Coast College
University of California, Irvine
California Bank & Trust March 2014 - Present
Summit Consulting, LLC January 2007 - March 2014
Kring & Chung, LLP December 2013 - February 2014
Skills
Marketing Communications, Social Media Marketing, Marketing, Social Networking, Microsoft Office, Real Estate, Customer Service, Direct Marketing, Marketing Strategy, Contract Negotiation, Business Development, Advertising, Online Marketing, Public Relations, Event Management, Account Management, Salesforce.com, Online Advertising, Email Marketing, Strategic Planning, Business Planning, Coaching, New Business Development, Market Research, Outlook, Microsoft Excel, Fundraising, Blogging, Marketing Management, Microsoft Word, Event Planning, Strategy, Management Consulting, Lead Generation, Business Strategy, B2B, Brand Development, Team Management, Social Media, Banking, Entrepreneurship, Leadership, PowerPoint
Education
Fullerton College
Orange Coast College
University of California, Irvine
Marcia Cevallos-Hoffer Marcia Cevallos-Hoffer's California Bank & Trust Experience March 2014 - Present
Job Senior Relationship ManagerPrivate Banker at California Bank and Trust
Industry Banking
Experience
California Bank & Trust March 2014 - Present
City National Bank April 2007 - Present
Wells Fargo April 2005 - April 2007
Security Pacific National Bank 1980 - 1995
Skills
Lines Of Credit, Cash Flow Lending, Commercial Lending, Small Business Lending, Bank Management, Middle Market, Commercial Banking, CLO, Real Estate Lending, SBA 504, Bank Secrecy Act, Retirement Planning, Small Business, High Net Worth..., Strategic Financial...
Education
Mount St. Mary's College 1974 — 1978
Business Administration and Management, General
Mt. Saint Marys College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration and Management, General
California Bank & Trust March 2014 - Present
City National Bank April 2007 - Present
Wells Fargo April 2005 - April 2007
Security Pacific National Bank 1980 - 1995
Skills
Lines Of Credit, Cash Flow Lending, Commercial Lending, Small Business Lending, Bank Management, Middle Market, Commercial Banking, CLO, Real Estate Lending, SBA 504, Bank Secrecy Act, Retirement Planning, Small Business, High Net Worth..., Strategic Financial...
Education
Mount St. Mary's College 1974 — 1978
Business Administration and Management, General
Mt. Saint Marys College 1974 — 1978
Bachelor of Arts (B.A.), Business Administration and Management, General
Peter Pacheco, MBA Peter Pacheco, MBA's California Bank & Trust Experience April 2014 - Present
Job Commercial Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2014 - Present
First Citizens Bank September 2012 - March 2014
Century Bank January 2007 - June 2012
First Community Bank May 2003 - December 2006
Los Alamos National Bank October 1999 - April 2003
North Central New Mexico Economic Development District January 1997 - October 1999
Skills
Mortgage Lending, Loans, Credit, Commercial Lending, Portfolio Management, Loan Origination, Banking, Investments, Underwriting, Risk Management, Commercial Banking, Lines Of Credit, Finance, Commercial Mortgages, Credit Analysis, Construction Loans, Mortgage Banking, Due Diligence, Real Estate, Investment Properties, Refinance, Commercial Real Estate, Sales, Financial Structuring, Funding, Financial Risk, Loan Servicing, Small Business Lending, Consumer Lending, Residential Mortgages, SBA, Asset Based Lending, Small Business, FHA, Real Estate Economics, Treasury Management, Real Estate Financing, Asset Management, Financial Analysis, Credit Risk, Retail Banking, Investors, Cash Management, Analysis, Financial Services, SBA 504, Deposits, Relationship Management, Cross Selling, Wealth Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
MBA
Colorado Graduate School of Banking 2000 — 2002
Banking School
New Mexico State University 1988 — 1993
Bachelor of Arts, Economics
California Bank & Trust April 2014 - Present
First Citizens Bank September 2012 - March 2014
Century Bank January 2007 - June 2012
First Community Bank May 2003 - December 2006
Los Alamos National Bank October 1999 - April 2003
North Central New Mexico Economic Development District January 1997 - October 1999
Skills
Mortgage Lending, Loans, Credit, Commercial Lending, Portfolio Management, Loan Origination, Banking, Investments, Underwriting, Risk Management, Commercial Banking, Lines Of Credit, Finance, Commercial Mortgages, Credit Analysis, Construction Loans, Mortgage Banking, Due Diligence, Real Estate, Investment Properties, Refinance, Commercial Real Estate, Sales, Financial Structuring, Funding, Financial Risk, Loan Servicing, Small Business Lending, Consumer Lending, Residential Mortgages, SBA, Asset Based Lending, Small Business, FHA, Real Estate Economics, Treasury Management, Real Estate Financing, Asset Management, Financial Analysis, Credit Risk, Retail Banking, Investors, Cash Management, Analysis, Financial Services, SBA 504, Deposits, Relationship Management, Cross Selling, Wealth Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
MBA
Colorado Graduate School of Banking 2000 — 2002
Banking School
New Mexico State University 1988 — 1993
Bachelor of Arts, Economics
Abril Ramirez-Nuñez Abril Ramirez-Nuñez's California Bank & Trust Experience 2004 - 2012
Job Banking Professional
Industry Banking
Experience
One Nevada Credit Union March 2015 - Present
Talmer West Bank 2013 - Present
Randstad USA January 2013 - May 2013
California Bank & Trust 2004 - 2012
Union Bank April 2002 - December 2003
Skills
Highly responsible, Multitasking Skills, Bilingual-English/Spanis..., Organizational..., Analitical, Competitive, Friendly Personality, Banking, Sales, Customer Service, Team-oriented, Deposits, 10 Key, Branch Banking, Cash Handling Experience, Cross Selling, Commercial Banking, Retail Banking, Analytical Skills, Teamwork, Financial Services, Cash Handling
Education
Riverside Community College 2002 — 2004
Jurupa Valley High School 1998 — 2002
High School Diploma
One Nevada Credit Union March 2015 - Present
Talmer West Bank 2013 - Present
Randstad USA January 2013 - May 2013
California Bank & Trust 2004 - 2012
Union Bank April 2002 - December 2003
Skills
Highly responsible, Multitasking Skills, Bilingual-English/Spanis..., Organizational..., Analitical, Competitive, Friendly Personality, Banking, Sales, Customer Service, Team-oriented, Deposits, 10 Key, Branch Banking, Cash Handling Experience, Cross Selling, Commercial Banking, Retail Banking, Analytical Skills, Teamwork, Financial Services, Cash Handling
Education
Riverside Community College 2002 — 2004
Jurupa Valley High School 1998 — 2002
High School Diploma
Elliott Schultz Elliott Schultz's California Bank & Trust Experience July 2008 - June 2013
Job Marketing Professional
Industry Marketing and Advertising
Experience
Havas Edge Marketing InternHudson PrintingMay 2014 - April 2015
California Bank & Trust July 2008 - June 2013
Washington Mutual June 2006 - July 2009
JCPenney June 2005 - June 2008
Skills
Sales, Database Marketing, Digital Marketing, Marketing Communications, Content Marketing, Marketing Analytics, Retail Banking, Banking, Credit, Financial Services, Cross Selling, Commercial Banking, Consumer Lending, Small Business Lending, Relationship Management, Loans, Credit Analysis, Cash Management, Portfolio Management, Underwriting, Leadership, PowerPoint, Commercial Lending, Lines Of Credit, Deposits, Branch Banking, Mortgage Lending, Loan Origination, Credit Risk, Branch Management, Credit Cards, Mortgage Banking, Microsoft Office, Customer Service, Microsoft Word, Social Networking, Marketing, Microsoft Excel, Social Media, Time Management
Education
California State University-San Marcos - College of Business Administration 2011 — 2015
Business Administration, Marketing
Palomar College 2007 — 2011
Business
Carlsbad High School 2004 — 2007
Havas Edge Marketing InternHudson PrintingMay 2014 - April 2015
California Bank & Trust July 2008 - June 2013
Washington Mutual June 2006 - July 2009
JCPenney June 2005 - June 2008
Skills
Sales, Database Marketing, Digital Marketing, Marketing Communications, Content Marketing, Marketing Analytics, Retail Banking, Banking, Credit, Financial Services, Cross Selling, Commercial Banking, Consumer Lending, Small Business Lending, Relationship Management, Loans, Credit Analysis, Cash Management, Portfolio Management, Underwriting, Leadership, PowerPoint, Commercial Lending, Lines Of Credit, Deposits, Branch Banking, Mortgage Lending, Loan Origination, Credit Risk, Branch Management, Credit Cards, Mortgage Banking, Microsoft Office, Customer Service, Microsoft Word, Social Networking, Marketing, Microsoft Excel, Social Media, Time Management
Education
California State University-San Marcos - College of Business Administration 2011 — 2015
Business Administration, Marketing
Palomar College 2007 — 2011
Business
Carlsbad High School 2004 — 2007
Tony Yang Tony Yang's California Bank & Trust Experience May 2014 - September 2014
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi January 2015 - Present
Citi October 2014 - January 2015
CB Capital Partners May 2014 - September 2014
California Bank & Trust May 2014 - September 2014
Northrop Grumman Corporation February 2009 - August 2012
Skills
Microsoft Excel, SAP, Microsoft Office, Proposal Writing, Economics, Valuation, Corporate Finance, Financial Modeling, Capital IQ, Bloomberg Terminal, Financial Analysis, Financial Accounting, Due Diligence, Deltek MPM, Maple, Earned Value Management, Microsoft Word, FactSet, Finance, PowerPoint
Education
Pepperdine University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Minor in Applied Mathematics
Westview High School 2005 — 2009
Citi January 2015 - Present
Citi October 2014 - January 2015
CB Capital Partners May 2014 - September 2014
California Bank & Trust May 2014 - September 2014
Northrop Grumman Corporation February 2009 - August 2012
Skills
Microsoft Excel, SAP, Microsoft Office, Proposal Writing, Economics, Valuation, Corporate Finance, Financial Modeling, Capital IQ, Bloomberg Terminal, Financial Analysis, Financial Accounting, Due Diligence, Deltek MPM, Maple, Earned Value Management, Microsoft Word, FactSet, Finance, PowerPoint
Education
Pepperdine University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Minor in Applied Mathematics
Westview High School 2005 — 2009
Diego Jaramillo's California Bank & Trust Experience August 2003 - March 2005
Job Senior Vice President / Business Development Officer at Citi
Industry Banking
Experience
Citi May 2012 - Present
Pacific Premier Bank April 2009 - May 2012
Popular Community Bank November 2007 - March 2009
California Bank & Trust August 2003 - March 2005
Union Bank 2001 - 2003
Skills
Commercial Banking, Loans, Credit, Banking, Conventional Lending, SBA Lending, Business Loans, Business Banking, Cash Management, SBA, Finance, Portfolio Management, Business Development, Cross Selling, Small Business Lending, Lines Of Credit
Education
Pontificia Universidad Javeriana
Bachelor of Science (B.S.), Business Administration
Citi May 2012 - Present
Pacific Premier Bank April 2009 - May 2012
Popular Community Bank November 2007 - March 2009
California Bank & Trust August 2003 - March 2005
Union Bank 2001 - 2003
Skills
Commercial Banking, Loans, Credit, Banking, Conventional Lending, SBA Lending, Business Loans, Business Banking, Cash Management, SBA, Finance, Portfolio Management, Business Development, Cross Selling, Small Business Lending, Lines Of Credit
Education
Pontificia Universidad Javeriana
Bachelor of Science (B.S.), Business Administration
Katy Hutchison Katy Hutchison's California Bank & Trust Experience July 2014 - January 2015
Job Yellow Pages Marketing Consultant
Industry Banking
Experience
Clarks November 2014 - Present
California Bank & Trust July 2014 - January 2015
Yellow Pages June 2013 - June 2014
First California Bank June 2012 - June 2013
Skills
Strategic Planning, Sales, Sales Management, Business Development, Management, Product Management, New Business Development, Customer Service, Project Management, Microsoft Office, Portfolio Management, Risk Management, Team Leadership, B2B, Social Media Marketing, Online Advertising, Retail Banking, Loans, Mortgage Lending, Vendor Management, Credit, Banking, Online Marketing, Commercial Banking, Commercial Lending, Small Business Lending
Education
Moorpark High School 2001 — 2005
Moorpark College
Clarks November 2014 - Present
California Bank & Trust July 2014 - January 2015
Yellow Pages June 2013 - June 2014
First California Bank June 2012 - June 2013
Skills
Strategic Planning, Sales, Sales Management, Business Development, Management, Product Management, New Business Development, Customer Service, Project Management, Microsoft Office, Portfolio Management, Risk Management, Team Leadership, B2B, Social Media Marketing, Online Advertising, Retail Banking, Loans, Mortgage Lending, Vendor Management, Credit, Banking, Online Marketing, Commercial Banking, Commercial Lending, Small Business Lending
Education
Moorpark High School 2001 — 2005
Moorpark College
Ken Sather Ken Sather's California Bank & Trust Experience 2011 - 2013
Job BSA Officer at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank July 2014 - Present
BofI Federal Bank 2013 - 2014
California Bank & Trust 2011 - 2013
Chinatrust Bank 2010 - 2011
Innovative Bank 2007 - 2010
Pacific National Bank 2005 - 2007
Mid-State Bank & Trust 2004 - 2005
Northwood Capital Mortgage 2001 - 2004
Federal Deposit Insurance Corporation 1986 - 2001
Skills
Banking, Risk Management, Bank Secrecy Act, Commercial Banking, Compliance, Third Party Risk, Prepaid Cards, Correspondent Lending, Retail Banking, Relationship Management, Internal Controls, Executive Management, Financial Services, Operational Risk, Corporate Governance, Regulations, Leadership, Internal Audit, OFAC, Customer Service, Financial Institutions, AML, Branch Banking, Due Diligence, Team Building, Finance, KYC, Financial Risk, Management, Risk Assessment
Education
National University 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
National University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Heritage Oaks Bank July 2014 - Present
BofI Federal Bank 2013 - 2014
California Bank & Trust 2011 - 2013
Chinatrust Bank 2010 - 2011
Innovative Bank 2007 - 2010
Pacific National Bank 2005 - 2007
Mid-State Bank & Trust 2004 - 2005
Northwood Capital Mortgage 2001 - 2004
Federal Deposit Insurance Corporation 1986 - 2001
Skills
Banking, Risk Management, Bank Secrecy Act, Commercial Banking, Compliance, Third Party Risk, Prepaid Cards, Correspondent Lending, Retail Banking, Relationship Management, Internal Controls, Executive Management, Financial Services, Operational Risk, Corporate Governance, Regulations, Leadership, Internal Audit, OFAC, Customer Service, Financial Institutions, AML, Branch Banking, Due Diligence, Team Building, Finance, KYC, Financial Risk, Management, Risk Assessment
Education
National University 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
National University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Lisa Strickland, FMP Lisa Strickland, FMP's California Bank & Trust Experience May 2005 - June 2008
Job at Mission Federal Credit Union
Industry Banking
Experience
Mission Federal Credit Union January 2012 - Present
Perpetual Music February 1990 - December 2013
Mission Federal Credit Union December 2008 - December 2011
Mission Federal Credit Union June 2008 - December 2008
California Bank & Trust May 2005 - June 2008
Skills
Banking, Outlook, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Administrative..., Data Entry, Time Management, Training, Budgets, Leadership, Team Building, Supervisory Skills, Strategic Planning, Team Leadership, Research, Administration, Customer Satisfaction, Project Planning, Negotiation, Process Improvement, Contract Negotiation, Management
Education
San Diego State University-California State University
Bachelor's Degree - Work In Progress, Psychology
Mission Federal Credit Union January 2012 - Present
Perpetual Music February 1990 - December 2013
Mission Federal Credit Union December 2008 - December 2011
Mission Federal Credit Union June 2008 - December 2008
California Bank & Trust May 2005 - June 2008
Skills
Banking, Outlook, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Administrative..., Data Entry, Time Management, Training, Budgets, Leadership, Team Building, Supervisory Skills, Strategic Planning, Team Leadership, Research, Administration, Customer Satisfaction, Project Planning, Negotiation, Process Improvement, Contract Negotiation, Management
Education
San Diego State University-California State University
Bachelor's Degree - Work In Progress, Psychology
Matthew Guillory, MBA Matthew Guillory, MBA's California Bank & Trust Experience March 2014 - September 2014
Job VP, Licensed Private Banker & Wealth Management at Union Bank
Industry Banking
Experience
Union Bank October 2014 - Present
Mission Vally Planning Group October 2014 - Present
California Bank & Trust March 2014 - September 2014
California Bank & Trust February 2013 - March 2014
Jackie Robinson Family YMCA February 2011 - June 2013
Comerica Bank March 2012 - February 2013
Mission Valley Sunset Rotary Club November 2009 - February 2013
Bankers CDC July 2009 - 2013
Comerica Bank May 2008 - March 2012
Comerica December 2010 - February 2012
Skills
Banking, Credit, Finance, Loans, Financial Analysis, Leadership, Risk Management, Commercial Lending, Customer Service, Commercial Banking, Mortgage Lending, New Business Development, Financial Services, Financial Modeling, PowerPoint, Credit Analysis, Sales Management, Business Strategy, Retail Banking, Team Leadership, Real Estate, Credit Risk, Small Business Lending, Microsoft Word, Relationship Management, Social Media Marketing, Accounting, Treasury Management, Non-profits, Microsoft Excel, Account Management, Human Resources, Economics, Change Management, Private Banking, Financial Accounting, Team Management, Key Account Development, FHA, Accounts Receivable, Accounts Payable, Key Account Management, Home Equity Lines of..., Management Accounting, DDA, Account Reconciliation, Organizational Change, Websites, Excel, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Leadership, 3.60
Comerica Bank Credit College 2012 — 2012
Commercial Lending, 4.0
San Diego State University-California State University 2002 — 2007
B.S., Business Administration with an emphasis Finance
Union Bank October 2014 - Present
Mission Vally Planning Group October 2014 - Present
California Bank & Trust March 2014 - September 2014
California Bank & Trust February 2013 - March 2014
Jackie Robinson Family YMCA February 2011 - June 2013
Comerica Bank March 2012 - February 2013
Mission Valley Sunset Rotary Club November 2009 - February 2013
Bankers CDC July 2009 - 2013
Comerica Bank May 2008 - March 2012
Comerica December 2010 - February 2012
Skills
Banking, Credit, Finance, Loans, Financial Analysis, Leadership, Risk Management, Commercial Lending, Customer Service, Commercial Banking, Mortgage Lending, New Business Development, Financial Services, Financial Modeling, PowerPoint, Credit Analysis, Sales Management, Business Strategy, Retail Banking, Team Leadership, Real Estate, Credit Risk, Small Business Lending, Microsoft Word, Relationship Management, Social Media Marketing, Accounting, Treasury Management, Non-profits, Microsoft Excel, Account Management, Human Resources, Economics, Change Management, Private Banking, Financial Accounting, Team Management, Key Account Development, FHA, Accounts Receivable, Accounts Payable, Key Account Management, Home Equity Lines of..., Management Accounting, DDA, Account Reconciliation, Organizational Change, Websites, Excel, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Leadership, 3.60
Comerica Bank Credit College 2012 — 2012
Commercial Lending, 4.0
San Diego State University-California State University 2002 — 2007
B.S., Business Administration with an emphasis Finance
Alex Cota Alex Cota's California Bank & Trust Experience June 2014 - Present
Job Financial Analyst at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust June 2014 - Present
California Bank & Trust June 2013 - June 2014
Brighton Management November 2012 - February 2013
Pacifica Host Hotels December 2011 - November 2012
Skills
Financial Analysis, Financial Modeling, Finance, Data Analysis, Microsoft Access, Microsoft SQL Server, Budgets, Forecasting, Process Improvement, PowerPoint, Microsoft Excel, Salesforce.com, Microsoft Office, Sales, Microsoft Word, Social Media, Sales Management, Event Management, Hospitality Industry, Hotels
Education
San Diego State University-California State University 2013 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2007 — 2011
BBA, Business Administration and Psychology
University of San Diego 2009 — 2009
London Summer Abroad Program
Marian Catholic High School
California Bank & Trust June 2014 - Present
California Bank & Trust June 2013 - June 2014
Brighton Management November 2012 - February 2013
Pacifica Host Hotels December 2011 - November 2012
Skills
Financial Analysis, Financial Modeling, Finance, Data Analysis, Microsoft Access, Microsoft SQL Server, Budgets, Forecasting, Process Improvement, PowerPoint, Microsoft Excel, Salesforce.com, Microsoft Office, Sales, Microsoft Word, Social Media, Sales Management, Event Management, Hospitality Industry, Hotels
Education
San Diego State University-California State University 2013 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2007 — 2011
BBA, Business Administration and Psychology
University of San Diego 2009 — 2009
London Summer Abroad Program
Marian Catholic High School
Art Resendez's California Bank & Trust Experience 1996 - 1998
Job Senior Vice President and Manager
Industry Banking
Experience
Wilshire Bank April 2012 - Present
Pacific Coast Regional Small Business Development Corp 1995 - Present
Community Bank 2007 - 2012
BNY Mellon 2004 - 2007
Mizuho Bank 1998 - 2004
California Bank & Trust 1996 - 1998
First Interstate Bank 1980 - 1996
Skills
Credit, Banking, Loans, Commercial Banking, Experienced SBA lender,...
Education
Loyola Marymount University
Bachelor's degree, Economics
Wilshire Bank April 2012 - Present
Pacific Coast Regional Small Business Development Corp 1995 - Present
Community Bank 2007 - 2012
BNY Mellon 2004 - 2007
Mizuho Bank 1998 - 2004
California Bank & Trust 1996 - 1998
First Interstate Bank 1980 - 1996
Skills
Credit, Banking, Loans, Commercial Banking, Experienced SBA lender,...
Education
Loyola Marymount University
Bachelor's degree, Economics
Aaron Kagchelland Aaron Kagchelland's California Bank & Trust Experience February 2012 - Present
Job Vice President Project Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 2012 - Present
California Bank & Trust July 2005 - February 2012
IronStone Bank March 2003 - July 2005
Wells Fargo February 2001 - April 2003
Skills
Commercial Lending, Credit, Loans, Banking, Small Business Lending, Systems Management, Project Management, Risk Management, Retail Banking
Education
UCSD 2012 — 2014
Project Management
National University 2004 — 2007
Bachelors Degree, Business Admin
California Bank & Trust February 2012 - Present
California Bank & Trust July 2005 - February 2012
IronStone Bank March 2003 - July 2005
Wells Fargo February 2001 - April 2003
Skills
Commercial Lending, Credit, Loans, Banking, Small Business Lending, Systems Management, Project Management, Risk Management, Retail Banking
Education
UCSD 2012 — 2014
Project Management
National University 2004 — 2007
Bachelors Degree, Business Admin
Craig Kirkland Craig Kirkland's California Bank & Trust Experience January 1999 - November 2001
Job EVP / Chief Retail Banking Officer at Nevada State Bank
Industry Banking
Experience
Nevada State Bank June 2008 - Present
First Federal Bank January 2007 - June 2008
California National Bank July 2002 - February 2007
California Bank & Trust January 1999 - November 2001
Education
Occidental College 1983 — 1987
BA, Politcal Science
Nevada State Bank June 2008 - Present
First Federal Bank January 2007 - June 2008
California National Bank July 2002 - February 2007
California Bank & Trust January 1999 - November 2001
Education
Occidental College 1983 — 1987
BA, Politcal Science
Steve DeLong Steve DeLong's California Bank & Trust Experience December 1999 - Present
Job SVP/Corporate Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust December 1999 - Present
Grossmont Bank, San Diego January 1996 - November 1999
First Interstate Bank February 1994 - December 1995
San Diego Trust & Savings Bank January 1989 - January 1994
Grossmont Bank January 1986 - December 1989
Skills
Real Estate, Commercial Banking, Commercial Lending, Loans, Banking, Asset Based Lending, Credit Analysis, Strategic Planning, Credit, Small Business Lending, New Business Development, Commercial Mortgages, Accounting, Sales Management, Portfolio Management
Education
Pacific Coast Bank School 2001 — 2003
Masters Level Certificate, Advanced Banking
San Diego State University-California State University 1982 — 1986
Bachelor of Science, Finance
California Bank & Trust December 1999 - Present
Grossmont Bank, San Diego January 1996 - November 1999
First Interstate Bank February 1994 - December 1995
San Diego Trust & Savings Bank January 1989 - January 1994
Grossmont Bank January 1986 - December 1989
Skills
Real Estate, Commercial Banking, Commercial Lending, Loans, Banking, Asset Based Lending, Credit Analysis, Strategic Planning, Credit, Small Business Lending, New Business Development, Commercial Mortgages, Accounting, Sales Management, Portfolio Management
Education
Pacific Coast Bank School 2001 — 2003
Masters Level Certificate, Advanced Banking
San Diego State University-California State University 1982 — 1986
Bachelor of Science, Finance
Judy Sledge Judy Sledge's California Bank & Trust Experience March 2014 - Present
Job Facilities Management Specialist III at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2014 - Present
California Bank & Trust June 2010 - March 2014
California Bank & Trust October 2008 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Data Entry, Teamwork, Accounts Payable, Access, Finance, Banking
Education
San Diego Mesa College 2012 — 2014
Certificate of Achievement, Accounting
California Bank & Trust March 2014 - Present
California Bank & Trust June 2010 - March 2014
California Bank & Trust October 2008 - June 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Data Entry, Teamwork, Accounts Payable, Access, Finance, Banking
Education
San Diego Mesa College 2012 — 2014
Certificate of Achievement, Accounting
Claudia Grendell Claudia Grendell's California Bank & Trust Experience February 2014 - Present
Job Administrative Assistant at California Bank & Trust
Industry Information Technology and Services
Experience
California Bank & Trust February 2014 - Present
SAIC January 2011 - March 2013
SAIC January 2007 - January 2011
SAIC May 1998 - January 2007
First Virtual Holdings Incorporated February 1996 - December 1997
Price Costco Incorporated October 1989 - January 1996
Skills
Applicant Tracking..., Taleo, Lawson Onboarding, Recruitmax, PeopleSoft, Data Analysis, Task Management, Detail Oriented, Troubleshooting, Remedy Ticketing System, Cross-Functional Liaison, Technical and..., Documentation, Service Award..., Vendor Management, Microsoft Office Suite, Training and Development, HR Policies and..., Expense Reporting, Self-starter, Customer Service and..., Administrative Support, Executive Support, Meeting Scheduling, Bonus Administration, Budget Management, Payroll Analysis, PTO Analysis, Windows, SharePoint, Travel Arrangements and..., Research and Development, Business Planning..., Requirements Analysis, Software Documentation, Enterprise Software, Administrative..., HRIS, Business Analysis, Business Requirements, Human Resources, Business Process, Time Management, System Administration, Training, Testing, Analysis, Deferred Compensation, Visio, Cross-functional Team...
Education
San Diego Mesa College
Associate of Arts (AA), Early Childhood Education and Teaching
Santa Fe Christian
California Bank & Trust February 2014 - Present
SAIC January 2011 - March 2013
SAIC January 2007 - January 2011
SAIC May 1998 - January 2007
First Virtual Holdings Incorporated February 1996 - December 1997
Price Costco Incorporated October 1989 - January 1996
Skills
Applicant Tracking..., Taleo, Lawson Onboarding, Recruitmax, PeopleSoft, Data Analysis, Task Management, Detail Oriented, Troubleshooting, Remedy Ticketing System, Cross-Functional Liaison, Technical and..., Documentation, Service Award..., Vendor Management, Microsoft Office Suite, Training and Development, HR Policies and..., Expense Reporting, Self-starter, Customer Service and..., Administrative Support, Executive Support, Meeting Scheduling, Bonus Administration, Budget Management, Payroll Analysis, PTO Analysis, Windows, SharePoint, Travel Arrangements and..., Research and Development, Business Planning..., Requirements Analysis, Software Documentation, Enterprise Software, Administrative..., HRIS, Business Analysis, Business Requirements, Human Resources, Business Process, Time Management, System Administration, Training, Testing, Analysis, Deferred Compensation, Visio, Cross-functional Team...
Education
San Diego Mesa College
Associate of Arts (AA), Early Childhood Education and Teaching
Santa Fe Christian
John Russell, CTP/Retired John Russell, CTP/Retired's California Bank & Trust Experience March 2000 - Present
Job Formerly Senior Vice President President & Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2000 - Present
Union Bank of California August 1989 - March 2000
Bank of California 1989 - 1996
Skills
Cash Management, Commercial Banking, Commercial Lending, Treasury Management, Banking, Small Business Lending, Loans, Credit, Credit Analysis, Portfolio Management, Retail Banking, Lines Of Credit, Commercial Mortgages, Credit Risk
Education
San Diego State University-California State University 1967 — 1969
BA, Public Adminstration
San Diego State University-California State University 1967 — 1969
BA, PUBLIC ADMINSTRATION
California Bank & Trust March 2000 - Present
Union Bank of California August 1989 - March 2000
Bank of California 1989 - 1996
Skills
Cash Management, Commercial Banking, Commercial Lending, Treasury Management, Banking, Small Business Lending, Loans, Credit, Credit Analysis, Portfolio Management, Retail Banking, Lines Of Credit, Commercial Mortgages, Credit Risk
Education
San Diego State University-California State University 1967 — 1969
BA, Public Adminstration
San Diego State University-California State University 1967 — 1969
BA, PUBLIC ADMINSTRATION
Sharmane Estolano Sharmane Estolano's California Bank & Trust Experience May 2007 - Present
Job Vice President | Branch Manager | Commercial Middle Market
Industry Banking
Experience
California Bank & Trust May 2007 - Present
Union Bank of California June 2002 - October 2007
Howroyd Group 2000 - 2002
Cafe de Cafe August 1994 - June 2000
First National Bank, currently known as Pacific Western Bank 1988 - 1995
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Pilot Projects, Trade Finance, FX, Management, Portfolio Management, Loans, Lines Of Credit, Credit Analysis, Asset Based Lending, Leadership, Small Business Lending, Mortgage Lending, SBA, Customer Service, New Business Development, Consumer Lending, Mortgage, Banking, Finance, Retail Banking, Strategic Planning
Education
National University 1999 — 2001
B.A., Business Administration with an emphasis in Finance
Southwestern College
A.S., International Business
California Bank & Trust May 2007 - Present
Union Bank of California June 2002 - October 2007
Howroyd Group 2000 - 2002
Cafe de Cafe August 1994 - June 2000
First National Bank, currently known as Pacific Western Bank 1988 - 1995
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Pilot Projects, Trade Finance, FX, Management, Portfolio Management, Loans, Lines Of Credit, Credit Analysis, Asset Based Lending, Leadership, Small Business Lending, Mortgage Lending, SBA, Customer Service, New Business Development, Consumer Lending, Mortgage, Banking, Finance, Retail Banking, Strategic Planning
Education
National University 1999 — 2001
B.A., Business Administration with an emphasis in Finance
Southwestern College
A.S., International Business
Gene Marson's California Bank & Trust Experience July 2013 - Present
Job Senior V.P., Manager, Commercial & Private Banking
Industry Banking
Experience
California Bank & Trust July 2013 - Present
US Bank January 2011 - July 2013
US Bank 2007 - January 2011
First Bank & Trust January 2003 - August 2007
Skills
Series 6, Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Banking, Treasury Management, Cash Management, Sales Management, Insurance, Merchant Services, New Business Development, Deposits, Mutual Funds, Investments, Commercial Banking, Mortgage Lending, Consumer Lending, Retail Banking, Commercial Mortgages, Refinance, Private Banking, SBA, Cross Selling, Relationship Management, Asset Based Lending, Branch Management, Credit Risk, Commercial Real Estate, Investment Properties, Wealth Management, Treasury Services, Financial Analysis, ACH, Series 63, Payments, Residential Mortgages, Credit Cards, Mortgage Banking, Credit, Credit Analysis, Finance, Financial Services, Loan Origination, Portfolio Management, Risk Management, Management, Sales, Business Development
Education
San Diego State University-California State University 1996 — 1999
BS, Business Information Systems
San Diego State University-California State University 1996 — 1999
Minor - Psychology, Personality and Social, Business Administration, Management and Operations
California Bank & Trust July 2013 - Present
US Bank January 2011 - July 2013
US Bank 2007 - January 2011
First Bank & Trust January 2003 - August 2007
Skills
Series 6, Commercial Lending, Small Business Lending, Loans, Lines Of Credit, Banking, Treasury Management, Cash Management, Sales Management, Insurance, Merchant Services, New Business Development, Deposits, Mutual Funds, Investments, Commercial Banking, Mortgage Lending, Consumer Lending, Retail Banking, Commercial Mortgages, Refinance, Private Banking, SBA, Cross Selling, Relationship Management, Asset Based Lending, Branch Management, Credit Risk, Commercial Real Estate, Investment Properties, Wealth Management, Treasury Services, Financial Analysis, ACH, Series 63, Payments, Residential Mortgages, Credit Cards, Mortgage Banking, Credit, Credit Analysis, Finance, Financial Services, Loan Origination, Portfolio Management, Risk Management, Management, Sales, Business Development
Education
San Diego State University-California State University 1996 — 1999
BS, Business Information Systems
San Diego State University-California State University 1996 — 1999
Minor - Psychology, Personality and Social, Business Administration, Management and Operations
Elaine Lopez Elaine Lopez's California Bank & Trust Experience March 2008 - Present
Job Customer Service Representative III at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2008 - Present
Wells Fargo Bank January 2005 - February 2008
Skills
Sales, Customer Service, Team Management
Education
San Diego State University-California State University
Bachelor of Arts Degree, International Business emphasis in Management and Spanish
Cuyamaca College
Associate of Arts Degree, International Business
Universidad Autónoma de Guadalajara
Spanish
California Bank & Trust March 2008 - Present
Wells Fargo Bank January 2005 - February 2008
Skills
Sales, Customer Service, Team Management
Education
San Diego State University-California State University
Bachelor of Arts Degree, International Business emphasis in Management and Spanish
Cuyamaca College
Associate of Arts Degree, International Business
Universidad Autónoma de Guadalajara
Spanish
Vincent Ledesma Vincent Ledesma's California Bank & Trust Experience February 2011 - December 2013
Job Financial Analyst at LA Fitness
Industry Financial Services
Experience
LA Fitness January 2014 - Present
California Bank & Trust February 2011 - December 2013
California Bank & Trust May 2005 - December 2010
Skills
Credit, Loans, Cash Flow, Financial Reporting, General Ledger, Microsoft Excel, Financial Analysis, Analysis, Access, Financial Modeling, Credit Risk, Finance, Credit Analysis, Lines Of Credit
Education
Loyola Marymount University, College of Business Administration 2003 — 2005
B.S., Accounting
LA Fitness January 2014 - Present
California Bank & Trust February 2011 - December 2013
California Bank & Trust May 2005 - December 2010
Skills
Credit, Loans, Cash Flow, Financial Reporting, General Ledger, Microsoft Excel, Financial Analysis, Analysis, Access, Financial Modeling, Credit Risk, Finance, Credit Analysis, Lines Of Credit
Education
Loyola Marymount University, College of Business Administration 2003 — 2005
B.S., Accounting
Ruben Alfaras's California Bank & Trust Experience July 1999 - July 2007
Job SVP SBA Lending Manager
Industry Banking
Experience
C1 Bank (formerly Community Bank) January 2012 - Present
Fifth Third Bank November 2009 - December 2011
Mutual of Omaha Bank July 2008 - November 2009
First National Bank of Arizona 2007 - 2008
California Bank & Trust July 1999 - July 2007
Skills
SBA, Small Business Lending, Commercial Lending, Commercial Mortgages, Commercial Banking, Loans, Credit Analysis, Credit, SBA 504, Underwriting, Banking, Mortgage Lending, Loan Origination, Asset Based Lending, USDA, Portfolio Management, Consumer Lending, Retail Banking, Financial Analysis, Lines Of Credit, Cross Selling, Deposits, Finance, Investments, Merchant Services, Credit Risk, Middle Market, Mortgage Banking, Treasury Management, Small Business, Risk Management, Branch Banking, Business Development, Cash Flow Lending, Cash Management, Construction Loans, Private Banking, Real Estate, Real Estate Financing, Refinance, Relationship Management
Education
Nova Southeastern University 1991 — 1993
MBA, Business & Finance
University of Maryland College Park 1987 — 1988
BA, Political Science
C1 Bank (formerly Community Bank) January 2012 - Present
Fifth Third Bank November 2009 - December 2011
Mutual of Omaha Bank July 2008 - November 2009
First National Bank of Arizona 2007 - 2008
California Bank & Trust July 1999 - July 2007
Skills
SBA, Small Business Lending, Commercial Lending, Commercial Mortgages, Commercial Banking, Loans, Credit Analysis, Credit, SBA 504, Underwriting, Banking, Mortgage Lending, Loan Origination, Asset Based Lending, USDA, Portfolio Management, Consumer Lending, Retail Banking, Financial Analysis, Lines Of Credit, Cross Selling, Deposits, Finance, Investments, Merchant Services, Credit Risk, Middle Market, Mortgage Banking, Treasury Management, Small Business, Risk Management, Branch Banking, Business Development, Cash Flow Lending, Cash Management, Construction Loans, Private Banking, Real Estate, Real Estate Financing, Refinance, Relationship Management
Education
Nova Southeastern University 1991 — 1993
MBA, Business & Finance
University of Maryland College Park 1987 — 1988
BA, Political Science
Mariko Williams Mariko Williams's California Bank & Trust Experience 2011 - February 2015
Job Executive Assistant
Industry Management Consulting
Experience
Berkeley Research Group LLC September 2015 - Present
California Bank & Trust 2011 - February 2015
Quantitative Medical Systems, Inc. (QMS) 2008 - 2009
Roche 2006 - 2008
Biegler, Ortiz & Chan 2004 - 2004
Peace Boat July 2003 - October 2003
AEON Corporation November 2001 - May 2003
Skills
Commercial Banking, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Customer Service, Sales, Leadership, PowerPoint, Event Planning, Project Management, Marketing, Microsoft Office, Research, Business Analysis, Public Speaking, Team Building, Negotiation, Training, Analysis
Education
Loyola Marymount University 1998 — 2001
Humanities, Art History, Criticism and Conservation
Berkeley Research Group LLC September 2015 - Present
California Bank & Trust 2011 - February 2015
Quantitative Medical Systems, Inc. (QMS) 2008 - 2009
Roche 2006 - 2008
Biegler, Ortiz & Chan 2004 - 2004
Peace Boat July 2003 - October 2003
AEON Corporation November 2001 - May 2003
Skills
Commercial Banking, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Customer Service, Sales, Leadership, PowerPoint, Event Planning, Project Management, Marketing, Microsoft Office, Research, Business Analysis, Public Speaking, Team Building, Negotiation, Training, Analysis
Education
Loyola Marymount University 1998 — 2001
Humanities, Art History, Criticism and Conservation
Jim Denver Jim Denver's California Bank & Trust Experience June 1999 - May 2012
Job Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank May 2012 - Present
California Bank & Trust June 1999 - May 2012
Citibank June 1996 - June 1999
First Interstate Bank 1987 - 1996
Skills
Letters Of Credit, Credit, Commercial Mortgages, Loans, Real Estate, Cash Management, Team Building, New Business Development, Budgeting, Sales Management, Compliance, Mortgage, Commercial Lending, Coaching, Business Planning, LinkedIn, Social Media, Mortgage Lending, Budgets, Commercial Banking, Goal-driven leader, Banking, Mortgage Banking, Credit Analysis, Management, Private Banking, Retail Banking, Consumer Lending, Small Business Lending, Portfolio Management, Investments, Real Estate Economics, Leadership, Middle Market, Loan Origination, SBA, Underwriting, Lines Of Credit, Real Estate Financing, Treasury Management, Construction Loans, Cash Flow Lending, Credit Risk, Commercial Real Estate, Financial Structuring, Finance, Structured Finance, Funding, Due Diligence, Asset Management
Education
Loyola Marymount University 1984 — 1986
BA, Political Science
Linfield College 1983 — 1984
Political Science and Business
Menlo College 1982 — 1983
AA studies
Rolling Hills 1978 — 1982
First Republic Bank May 2012 - Present
California Bank & Trust June 1999 - May 2012
Citibank June 1996 - June 1999
First Interstate Bank 1987 - 1996
Skills
Letters Of Credit, Credit, Commercial Mortgages, Loans, Real Estate, Cash Management, Team Building, New Business Development, Budgeting, Sales Management, Compliance, Mortgage, Commercial Lending, Coaching, Business Planning, LinkedIn, Social Media, Mortgage Lending, Budgets, Commercial Banking, Goal-driven leader, Banking, Mortgage Banking, Credit Analysis, Management, Private Banking, Retail Banking, Consumer Lending, Small Business Lending, Portfolio Management, Investments, Real Estate Economics, Leadership, Middle Market, Loan Origination, SBA, Underwriting, Lines Of Credit, Real Estate Financing, Treasury Management, Construction Loans, Cash Flow Lending, Credit Risk, Commercial Real Estate, Financial Structuring, Finance, Structured Finance, Funding, Due Diligence, Asset Management
Education
Loyola Marymount University 1984 — 1986
BA, Political Science
Linfield College 1983 — 1984
Political Science and Business
Menlo College 1982 — 1983
AA studies
Rolling Hills 1978 — 1982
Jowanna Makki's California Bank & Trust Experience November 2013 - April 2015
Job Lending/ Finance Executive Assistant
Industry Banking
Experience
California Bank & Trust November 2013 - April 2015
Nordstrom March 2012 - February 2013
JP Morgan Chase March 2009 - March 2012
Skills
PowerPoint, Sales, Social Media, Customer Service, Microsoft Office, CRM, Time Management, Marketing, Team Building, Marketing Strategy, Negotiation, Operations Management, Leadership, Training, Management, Event Planning, Social Media Marketing, Social Networking
Education
San Diego State University-California State University 2006 — 2008
Bachelor of Arts, Political Science
California Bank & Trust November 2013 - April 2015
Nordstrom March 2012 - February 2013
JP Morgan Chase March 2009 - March 2012
Skills
PowerPoint, Sales, Social Media, Customer Service, Microsoft Office, CRM, Time Management, Marketing, Team Building, Marketing Strategy, Negotiation, Operations Management, Leadership, Training, Management, Event Planning, Social Media Marketing, Social Networking
Education
San Diego State University-California State University 2006 — 2008
Bachelor of Arts, Political Science
Renée Comeau Renée Comeau's California Bank & Trust Experience August 1993 - Present
Job Sr. Vice President California Bank & Trust
Industry Banking
Experience
California Bank & Trust August 1993 - Present
First National Bank 1987 - 1992
Bank of California 1980 - 1987
Education
San Diego State University 1975 — 1979
B.S., Business Admin - Management/Organization Behavior
University of New Hampshire-Manchester 1975 — 1977
AA, Organizational Behavior
California Bank & Trust August 1993 - Present
First National Bank 1987 - 1992
Bank of California 1980 - 1987
Education
San Diego State University 1975 — 1979
B.S., Business Admin - Management/Organization Behavior
University of New Hampshire-Manchester 1975 — 1977
AA, Organizational Behavior
Marina Phillips Marina Phillips's California Bank & Trust Experience April 2013 - Present
Job Vice President/Commercial Banking Team Lead at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2013 - Present
California Bank & Trust January 2009 - April 2013
DeVry University 2008 - 2009
US Bank 2007 - 2008
US Bank 2000 - 2007
Skills
Portfolio Management, Customer Service, Credit, Loans, Cash Management, Financial Risk, Strategy, Commercial Lending, Commercial Banking, Executive Management, Analysis, Finance, Financial Services, Banking, Risk Management, Business Development, Equities, Investments, Cash Flow, Cross Selling, Mergers & Acquisitions, Leadership, Management, Corporate Finance, Small Business, Underwriting, Treasury Management, Due Diligence, Commercial Real Estate, Credit Analysis, CRM, Financial Structuring, Securities, Deposits, Asset Based Lending, Financial Modeling, Budgets, Real Estate, Investment Banking, Financial Analysis, Business Planning, Small Business Lending, Lines Of Credit, Mergers, Strategic Planning
Education
National University 2006 — 2007
M.B.A Financial Management
Webster University 1999 — 2001
B.A. Business Administration
Omega Ω Certified
California Bank & Trust April 2013 - Present
California Bank & Trust January 2009 - April 2013
DeVry University 2008 - 2009
US Bank 2007 - 2008
US Bank 2000 - 2007
Skills
Portfolio Management, Customer Service, Credit, Loans, Cash Management, Financial Risk, Strategy, Commercial Lending, Commercial Banking, Executive Management, Analysis, Finance, Financial Services, Banking, Risk Management, Business Development, Equities, Investments, Cash Flow, Cross Selling, Mergers & Acquisitions, Leadership, Management, Corporate Finance, Small Business, Underwriting, Treasury Management, Due Diligence, Commercial Real Estate, Credit Analysis, CRM, Financial Structuring, Securities, Deposits, Asset Based Lending, Financial Modeling, Budgets, Real Estate, Investment Banking, Financial Analysis, Business Planning, Small Business Lending, Lines Of Credit, Mergers, Strategic Planning
Education
National University 2006 — 2007
M.B.A Financial Management
Webster University 1999 — 2001
B.A. Business Administration
Omega Ω Certified
Anthony Stelluto Anthony Stelluto's California Bank & Trust Experience May 2005 - June 2007
Job Senior Commercial Loan Officer
Industry Banking
Experience
Bank of Nevada December 2008 - Present
FDIC September 2008 - December 2008
Silver State Bank June 2007 - September 2008
California Bank & Trust May 2005 - June 2007
Praetorian Group January 1998 - June 2004
Skills
Credit Analysis, Credit Risk, Credit Underwriting, C&I Lending, Commercial Lending, Due Diligence, Financial Analysis, Financial Modeling, Franchise Finance, Hospital Finance, Loan Loss Mitigation, Public Finance, Project Management, Portfolio Management, SBA Lending, Shared National Credits, Structured Finance, Valuation, Management, Finance, Real Estate, Budgets, Credit
Education
Rutgers University-New Brunswick 1978 — 1981
BS, Economics
Bank of Nevada December 2008 - Present
FDIC September 2008 - December 2008
Silver State Bank June 2007 - September 2008
California Bank & Trust May 2005 - June 2007
Praetorian Group January 1998 - June 2004
Skills
Credit Analysis, Credit Risk, Credit Underwriting, C&I Lending, Commercial Lending, Due Diligence, Financial Analysis, Financial Modeling, Franchise Finance, Hospital Finance, Loan Loss Mitigation, Public Finance, Project Management, Portfolio Management, SBA Lending, Shared National Credits, Structured Finance, Valuation, Management, Finance, Real Estate, Budgets, Credit
Education
Rutgers University-New Brunswick 1978 — 1981
BS, Economics
Devon Richardson Devon Richardson's California Bank & Trust Experience 1993 - 2013
Job Vice President/Relationship Manager at Regents Bank
Industry Banking
Experience
Regents Bank 2014 - Present
California Bank & Trust 1993 - 2013
Moonlight Cultural Foundation 2005 - 2006
Skills
Small Business Lending, Commercial Lending, Commercial Mortgages, Commercial Banking, Lines Of Credit, SBA, Loans, Asset Based Lending, Consumer Lending, Credit Analysis, Construction Loans, Loan Origination, Cash Flow Lending, Branch Management, Deposits, Treasury Services, Middle Market, SBA 504, Private Banking, Treasury Management, Credit, Real Estate Financing, Mortgage Lending, Banking
Education
National University
Bachelor of Business Administration (BBA), Business Administration and Management, Marketing and Finance
Regents Bank 2014 - Present
California Bank & Trust 1993 - 2013
Moonlight Cultural Foundation 2005 - 2006
Skills
Small Business Lending, Commercial Lending, Commercial Mortgages, Commercial Banking, Lines Of Credit, SBA, Loans, Asset Based Lending, Consumer Lending, Credit Analysis, Construction Loans, Loan Origination, Cash Flow Lending, Branch Management, Deposits, Treasury Services, Middle Market, SBA 504, Private Banking, Treasury Management, Credit, Real Estate Financing, Mortgage Lending, Banking
Education
National University
Bachelor of Business Administration (BBA), Business Administration and Management, Marketing and Finance
Daniel Shappy Daniel Shappy's California Bank & Trust Experience January 2002 - September 2005
Job Loan Officer at US Small Business Administration Office of Disaster Assistance
Industry Banking
Experience
US Small Business Administration January 2013 - Present
Bank of the West August 2010 - December 2012
Wells Fargo September 2005 - August 2010
California Bank & Trust January 2002 - September 2005
US Small Business Administration October 1992 - June 2001
Skills
Problem Loan..., Credit Risk Management,..., Lease/Sale..., Asset..., Financial Reporting,..., Project Management, Revenue Growth..., Business Development, Regulatory Compliance, Portfolio Management, Strategic Planning, Commercial Lending..., Problem Resolution and..., REO Management and..., Credit..., Able to multi-task in..., Financial Statements..., Training and Development, Lending Documentation, Asset Management, Risk Assessment, Loans, Commercial Banking, Management, Underwriting, Investments, Analysis, Banking, Financial Analysis, Risk Management, Commercial Lending, Credit, Small Business Lending, Credit Analysis
Education
University of Phoenix-Sacramento Valley Campus
Master of Business Administration (M.B.A.), Finance, General
Philippine Christian University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
US Small Business Administration January 2013 - Present
Bank of the West August 2010 - December 2012
Wells Fargo September 2005 - August 2010
California Bank & Trust January 2002 - September 2005
US Small Business Administration October 1992 - June 2001
Skills
Problem Loan..., Credit Risk Management,..., Lease/Sale..., Asset..., Financial Reporting,..., Project Management, Revenue Growth..., Business Development, Regulatory Compliance, Portfolio Management, Strategic Planning, Commercial Lending..., Problem Resolution and..., REO Management and..., Credit..., Able to multi-task in..., Financial Statements..., Training and Development, Lending Documentation, Asset Management, Risk Assessment, Loans, Commercial Banking, Management, Underwriting, Investments, Analysis, Banking, Financial Analysis, Risk Management, Commercial Lending, Credit, Small Business Lending, Credit Analysis
Education
University of Phoenix-Sacramento Valley Campus
Master of Business Administration (M.B.A.), Finance, General
Philippine Christian University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Charlotte Buse Charlotte Buse's California Bank & Trust Experience April 1998 - October 2005
Job VP & Branch Sales Manager at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank December 2010 - Present
Liberty Property Management February 2007 - December 2010
Ramona National Bank October 2005 - December 2006
California Bank & Trust April 1998 - October 2005
Well Fargo Bank February 1986 - October 1996
Skills
Small Business Lending, Commercial Lending, Loans, Mortgage Lending, Commercial Banking, Retail Banking, Driven By Results, Multi Tasking, Sales Management, Strategic Planning, Sales Process, Coaching Staff, Executive Management, Commercial Mortgages, Lines Of Credit, Financial Services, Consumer Lending, Portfolio Management, Finance, Financial Analysis, Refinance, Small Business, Banking, Relationship Management, Sales, Credit Analysis, Credit, Treasury Management, Loan Origination, SBA, Mortgage Banking, Asset Based Lending, Credit Risk, Cash Management, Management, Risk Management, Leadership
Education
National University 1980 — 1983
Finance
First Citizens Bank December 2010 - Present
Liberty Property Management February 2007 - December 2010
Ramona National Bank October 2005 - December 2006
California Bank & Trust April 1998 - October 2005
Well Fargo Bank February 1986 - October 1996
Skills
Small Business Lending, Commercial Lending, Loans, Mortgage Lending, Commercial Banking, Retail Banking, Driven By Results, Multi Tasking, Sales Management, Strategic Planning, Sales Process, Coaching Staff, Executive Management, Commercial Mortgages, Lines Of Credit, Financial Services, Consumer Lending, Portfolio Management, Finance, Financial Analysis, Refinance, Small Business, Banking, Relationship Management, Sales, Credit Analysis, Credit, Treasury Management, Loan Origination, SBA, Mortgage Banking, Asset Based Lending, Credit Risk, Cash Management, Management, Risk Management, Leadership
Education
National University 1980 — 1983
Finance
Renée Comeau Renée Comeau's California Bank & Trust Experience April 2012 - Present
Job Banking
Industry Banking
Experience
California Bank & Trust April 2012 - Present
California Bank & Trust August 1993 - April 2012
First National Bank January 1987 - December 1992
Bank of California 1980 - 1987
Global Marine Development 1972 - 1975
Education
San Diego State University-California State University 1977 — 1979
B.S., Business - Management
University of New Hampshire - Whittemore School of Business and Economics 1976 — 1977
A.A., Organizational Behavior
California Bank & Trust April 2012 - Present
California Bank & Trust August 1993 - April 2012
First National Bank January 1987 - December 1992
Bank of California 1980 - 1987
Global Marine Development 1972 - 1975
Education
San Diego State University-California State University 1977 — 1979
B.S., Business - Management
University of New Hampshire - Whittemore School of Business and Economics 1976 — 1977
A.A., Organizational Behavior
Will Rivera's California Bank & Trust Experience November 2006 - March 2015
Job Loan Officer at California Southern Small Business Development Corporation
Industry Nonprofit Organization Management
Experience
California Southern Small Business Development Corporation October 2015 - Present
California Bank & Trust November 2006 - March 2015
California Bank & Trust June 2003 - October 2006
California Bank & Trust July 1997 - June 2003
Skills
Loans, Credit, Commercial Banking, Branch Management, Banking, Commercial Mortgages, Cash Management, Small Business, Customer Service, Small Business Lending, Commercial Lending
Education
LEAD San Diego 2013 — 2014
Impact Class of 2014
San Diego State University-California State University
BS, Business Administration/Marketing
California Southern Small Business Development Corporation October 2015 - Present
California Bank & Trust November 2006 - March 2015
California Bank & Trust June 2003 - October 2006
California Bank & Trust July 1997 - June 2003
Skills
Loans, Credit, Commercial Banking, Branch Management, Banking, Commercial Mortgages, Cash Management, Small Business, Customer Service, Small Business Lending, Commercial Lending
Education
LEAD San Diego 2013 — 2014
Impact Class of 2014
San Diego State University-California State University
BS, Business Administration/Marketing
Virginia A. Boyd Virginia A. Boyd's California Bank & Trust Experience 2000 - 2002
Job Independent Real Estate Professional
Industry Real Estate
Experience
Prudential California Realty March 2003 - Present
Mission Federal Credit Union April 2005 - November 2006
Mission Federal Credit Union 2002 - 2005
California Bank & Trust 2000 - 2002
Wells Fargo 1994 - 2000
Wells Fargo 1991 - 1996
Skills
CRM, Short Sales, Foreclosures, Seniors, Negotiation, Property Management, REO, Vacation Homes, 1031 Exchanges, Relocation, Leases, Real Estate, Listings, Listing Homes, Luxury, Mortgage Lending, Single Family Homes, Residential Mortgages, Home Staging, Customer Service, Relocation Buyers, Real Estate Transactions, Loans, Condos, Townhomes, First Time Home Buyers, Move Up Buyers, Mortgage Banking, Commercial Real Estate, Property, Income Properties, Seller Representation, Sellers, Real Property, Real Estate Financing, Brokerage, Investors, National Association of..., HUD, Waterfront, New Homes, FHA, ABR, Rentals, Buyers, Buyer Representation, Loan Origination, Resellers, SFR, Investments
Education
National University 2000 — 2001
Master of Arts, Business Management
San Diego State University 1989 — 1994
Bachelor of Science, Business Administration; Finance
San Diego State University- Extended Studies
Certificate, Project Management from PMI
Society for Human Resource Management
Certificate, SHRM Learning System
Prudential California Realty March 2003 - Present
Mission Federal Credit Union April 2005 - November 2006
Mission Federal Credit Union 2002 - 2005
California Bank & Trust 2000 - 2002
Wells Fargo 1994 - 2000
Wells Fargo 1991 - 1996
Skills
CRM, Short Sales, Foreclosures, Seniors, Negotiation, Property Management, REO, Vacation Homes, 1031 Exchanges, Relocation, Leases, Real Estate, Listings, Listing Homes, Luxury, Mortgage Lending, Single Family Homes, Residential Mortgages, Home Staging, Customer Service, Relocation Buyers, Real Estate Transactions, Loans, Condos, Townhomes, First Time Home Buyers, Move Up Buyers, Mortgage Banking, Commercial Real Estate, Property, Income Properties, Seller Representation, Sellers, Real Property, Real Estate Financing, Brokerage, Investors, National Association of..., HUD, Waterfront, New Homes, FHA, ABR, Rentals, Buyers, Buyer Representation, Loan Origination, Resellers, SFR, Investments
Education
National University 2000 — 2001
Master of Arts, Business Management
San Diego State University 1989 — 1994
Bachelor of Science, Business Administration; Finance
San Diego State University- Extended Studies
Certificate, Project Management from PMI
Society for Human Resource Management
Certificate, SHRM Learning System
Valerie Eidson Bowman Valerie Eidson Bowman's California Bank & Trust Experience November 2001 - January 2008
Job Sr Relationship Banker
Industry Financial Services
Experience
Union Bank July 2013 - Present
Northwestern Mutual 2012 - July 2013
J P Morgan CHASE June 2010 - June 2012
Wachovia, A Wells Fargo Company March 2008 - June 2010
Boys & Girls Club 2007 - 2009
California Bank & Trust November 2001 - January 2008
Bank of America March 1998 - April 2001
KFMB 1993 - 1994
Education
Pepperdine University 1980 — 1984
B A
Point Loma High School
Union Bank July 2013 - Present
Northwestern Mutual 2012 - July 2013
J P Morgan CHASE June 2010 - June 2012
Wachovia, A Wells Fargo Company March 2008 - June 2010
Boys & Girls Club 2007 - 2009
California Bank & Trust November 2001 - January 2008
Bank of America March 1998 - April 2001
KFMB 1993 - 1994
Education
Pepperdine University 1980 — 1984
B A
Point Loma High School
Mark J. Lee Mark J. Lee's California Bank & Trust Experience April 1996 - Present
Job SVP at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 1996 - Present
San Diego Trust & Savings Bank 1990 - 1996
Skills
Portfolio Management, Real Estate, Financial Analysis, Term Loans, Commercial Banking, Commercial Mortgages, Loans, Credit, Management, Small Business Lending, Banking, Business Development, Asset Management, Mortgage Lending, Corporate Finance, Business Planning, Investment Properties, Mergers & Acquisitions, Finance
Education
San Diego State University-California State University 1981 — 1985
California Bank & Trust April 1996 - Present
San Diego Trust & Savings Bank 1990 - 1996
Skills
Portfolio Management, Real Estate, Financial Analysis, Term Loans, Commercial Banking, Commercial Mortgages, Loans, Credit, Management, Small Business Lending, Banking, Business Development, Asset Management, Mortgage Lending, Corporate Finance, Business Planning, Investment Properties, Mergers & Acquisitions, Finance
Education
San Diego State University-California State University 1981 — 1985
Merrell Fleming Merrell Fleming's California Bank & Trust Experience March 2003 - December 2014
Job Resultsfocused, qualitydriven professional seeking employment.
Industry Banking
Experience
California Bank & Trust March 2003 - December 2014
VSP Vision Care March 2000 - July 2002
United Corporate Furnishings July 1997 - June 1999
Patterson Dental June 1996 - August 1997
Procter & Gamble August 1987 - September 1995
American General Life Companies is now part of the AIG Family! February 1983 - August 1987
Skills
Banking, Financial Analysis, Credit Analysis, Underwriting, Commercial Lending, Commercial Banking, Credit, Finance, Commercial Real Estate, SBA 504, SBA, Loan Portfolio Analysis, Portfolio Management, Risk Assessment, Risk Management, Loan Servicing, Loan Modifications, Legal Contract Review, Regulatory Compliance, Reporting & Analysis, Online Research, Market Research, Data Analysis, Investment Performance, Database Administration, Software Installation, Accounts Payable &..., Purchasing Processes, Vendor Managed Inventory, Inventory Analysis, Forecasting, Order Processing, Product Distribution, Supplier Negotiation, Strategic Negotiations, Distribution Logistics, Managing Distribution..., Customer Service, Customer Relations, Long-term Customer..., Needs Assessment, Business Process..., Microsoft Office, Access, Skilled Multi-tasker, Multi-functional, Leadership, Cross-functional Team..., Team Building, Training
Education
Sacramento City College 1981 — 2001
Norte Del Rio High School 1977 — 1980
High School
California Bank & Trust March 2003 - December 2014
VSP Vision Care March 2000 - July 2002
United Corporate Furnishings July 1997 - June 1999
Patterson Dental June 1996 - August 1997
Procter & Gamble August 1987 - September 1995
American General Life Companies is now part of the AIG Family! February 1983 - August 1987
Skills
Banking, Financial Analysis, Credit Analysis, Underwriting, Commercial Lending, Commercial Banking, Credit, Finance, Commercial Real Estate, SBA 504, SBA, Loan Portfolio Analysis, Portfolio Management, Risk Assessment, Risk Management, Loan Servicing, Loan Modifications, Legal Contract Review, Regulatory Compliance, Reporting & Analysis, Online Research, Market Research, Data Analysis, Investment Performance, Database Administration, Software Installation, Accounts Payable &..., Purchasing Processes, Vendor Managed Inventory, Inventory Analysis, Forecasting, Order Processing, Product Distribution, Supplier Negotiation, Strategic Negotiations, Distribution Logistics, Managing Distribution..., Customer Service, Customer Relations, Long-term Customer..., Needs Assessment, Business Process..., Microsoft Office, Access, Skilled Multi-tasker, Multi-functional, Leadership, Cross-functional Team..., Team Building, Training
Education
Sacramento City College 1981 — 2001
Norte Del Rio High School 1977 — 1980
High School
Braden Russell Braden Russell's California Bank & Trust Experience May 2013 - August 2013
Job Field Energy Advisor at Sunrun
Industry Utilities
Experience
Sunrun July 2015 - Present
Boy Scouts of America June 2014 - August 2014
Northern Arizona University January 2012 - December 2013
California Bank & Trust May 2013 - August 2013
Education
Northern Arizona University-The W. A. Franke College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Finance
Westview 2007 — 2011
3.4
Sunrun July 2015 - Present
Boy Scouts of America June 2014 - August 2014
Northern Arizona University January 2012 - December 2013
California Bank & Trust May 2013 - August 2013
Education
Northern Arizona University-The W. A. Franke College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Finance
Westview 2007 — 2011
3.4
Nicole Ellsworth Nicole Ellsworth's California Bank & Trust Experience September 2014 - Present
Job Exceeding customers expectations
Industry Banking
Experience
California Bank & Trust September 2014 - Present
Union Bank November 2000 - December 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, English, PowerPoint, Outlook, Windows, Research, Banking, Budgets, Strategic Planning, Financial Analysis, Credit
Education
San Diego City College 1998 — 1999
Geneal Education, General Studies
Crawford High School 1994 — 1997
General Education, General Studies
California Bank & Trust September 2014 - Present
Union Bank November 2000 - December 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, English, PowerPoint, Outlook, Windows, Research, Banking, Budgets, Strategic Planning, Financial Analysis, Credit
Education
San Diego City College 1998 — 1999
Geneal Education, General Studies
Crawford High School 1994 — 1997
General Education, General Studies
Homa Kajian Homa Kajian's California Bank & Trust Experience August 2000 - Present
Job 1st Vice President & Senior Commercial Officer
Industry Banking
Experience
California Bank & Trust August 2000 - Present
Bank of America March 1990 - August 2000
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Retail Banking, Portfolio Management, Credit Risk, Mortgage Lending, Risk Management, Relationship Management, Cash Management, Financial Analysis, Small Business Lending, Finance, Business Development, Financial Risk, Corporate Finance, Wealth Management, Trade Finance, Treasury Management
Education
Loyola University of Chicago
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
California Bank & Trust August 2000 - Present
Bank of America March 1990 - August 2000
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Credit, Credit Analysis, Retail Banking, Portfolio Management, Credit Risk, Mortgage Lending, Risk Management, Relationship Management, Cash Management, Financial Analysis, Small Business Lending, Finance, Business Development, Financial Risk, Corporate Finance, Wealth Management, Trade Finance, Treasury Management
Education
Loyola University of Chicago
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Mary Jo Courtney, CFE, CFI Mary Jo Courtney, CFE, CFI's California Bank & Trust Experience October 1998 - January 2011
Job VP Regional Security Officer at Zions Bancorporation CFE
Industry Banking
Experience
Zions Bancorporation January 2011 - Present
California Bank & Trust October 1998 - January 2011
California Bank & Trust October 1996 - October 1998
Great American Bank 1988 - 1994
Skills
Risk Management, Banking, Security, Credit, Fraud, Retail Banking, Loans, Commercial Banking, AML, Risk Assessment, Internal Audit, Operational Risk, Financial Risk, Financial Services, Operational Risk..., Anti Money Laundering, Finance, Fraud Detection, Enterprise Risk..., Auditing, Bank Secrecy Act, Due Diligence, Commercial Lending, Financial Analysis, KYC, Internal Investigations, Private Investigations, Internal Controls, Investigation, Business Continuity, Policy, Leadership, Physical Security, Strategic Planning, Customer Service, Analysis, Accounting
Education
Minnesota State University, Mankato
San Diego State University-California State University
Zions Bancorporation January 2011 - Present
California Bank & Trust October 1998 - January 2011
California Bank & Trust October 1996 - October 1998
Great American Bank 1988 - 1994
Skills
Risk Management, Banking, Security, Credit, Fraud, Retail Banking, Loans, Commercial Banking, AML, Risk Assessment, Internal Audit, Operational Risk, Financial Risk, Financial Services, Operational Risk..., Anti Money Laundering, Finance, Fraud Detection, Enterprise Risk..., Auditing, Bank Secrecy Act, Due Diligence, Commercial Lending, Financial Analysis, KYC, Internal Investigations, Private Investigations, Internal Controls, Investigation, Business Continuity, Policy, Leadership, Physical Security, Strategic Planning, Customer Service, Analysis, Accounting
Education
Minnesota State University, Mankato
San Diego State University-California State University
Chory Banez Chory Banez's California Bank & Trust Experience August 2012 - Present
Job Marketing Administrative Assistant II Corporate Marketing, California Bank & Trust
Industry Banking
Experience
California Bank & Trust August 2012 - Present
Corpus Christi School July 2000 - June 2012
Corpus Christi School July 2000 - June 2012
Corpus Christi School 2000 - 2012
Albany Children’s Center January 1998 - July 2000
St. Martin de Porres School September 1996 - December 1998
St Martin de Porres June 1996 - December 1998
Alta Bates Medical Center, Berkeley April 1996 - June 1997
Skills
Event Planning, Sewing, Office Management, Organization, Customer Service, Community Outreach, Teaching, Cross-functional Team..., Classroom, Social Media, Staff Development, Teamwork, Time Management, Data Entry, Microsoft Office, Tutoring, Project Management, PowerPoint
Education
Merritt College 1998 — 1999
ECE Units, Early Childhood Education and Teaching, A
California Bank & Trust August 2012 - Present
Corpus Christi School July 2000 - June 2012
Corpus Christi School July 2000 - June 2012
Corpus Christi School 2000 - 2012
Albany Children’s Center January 1998 - July 2000
St. Martin de Porres School September 1996 - December 1998
St Martin de Porres June 1996 - December 1998
Alta Bates Medical Center, Berkeley April 1996 - June 1997
Skills
Event Planning, Sewing, Office Management, Organization, Customer Service, Community Outreach, Teaching, Cross-functional Team..., Classroom, Social Media, Staff Development, Teamwork, Time Management, Data Entry, Microsoft Office, Tutoring, Project Management, PowerPoint
Education
Merritt College 1998 — 1999
ECE Units, Early Childhood Education and Teaching, A
Charlotte Haun's California Bank & Trust Experience February 2012 - May 2012
Job Practice Manager at Jobspring Partners
Industry Staffing and Recruiting
Experience
Jobspring Partners November 2014 - Present
Jobspring Partners December 2013 - Present
Jobspring Partners May 2012 - December 2013
California Bank & Trust February 2012 - May 2012
Loyola Marymount University August 2011 - April 2012
The Belmont Athletic Club May 2008 - August 2010
Skills
Public Speaking, Organization, Human Resources, Team-oriented, Psychology, Technical Recruiting, Recruiting, Team Building, Leadership, Training, Social Networking, Time Management, Leadership Development, Interviews, Modern Dance, Large Deals, Dance, Contemporary Dance, Event Planning, Dance Education, Deals, Social Media
Education
Loyola Marymount University 2008 — 2012
Bachelor's degree, Psychology
Jobspring Partners November 2014 - Present
Jobspring Partners December 2013 - Present
Jobspring Partners May 2012 - December 2013
California Bank & Trust February 2012 - May 2012
Loyola Marymount University August 2011 - April 2012
The Belmont Athletic Club May 2008 - August 2010
Skills
Public Speaking, Organization, Human Resources, Team-oriented, Psychology, Technical Recruiting, Recruiting, Team Building, Leadership, Training, Social Networking, Time Management, Leadership Development, Interviews, Modern Dance, Large Deals, Dance, Contemporary Dance, Event Planning, Dance Education, Deals, Social Media
Education
Loyola Marymount University 2008 — 2012
Bachelor's degree, Psychology
Lisa Frederiksen Lisa Frederiksen's California Bank & Trust Experience November 2006 - November 2007
Job Programs & Events Specialist at Sacramento Regional Builders Exchange
Industry Construction
Experience
Sacramento Regional Builders Exchange July 2013 - Present
Sacramento Regional Builders Exchange January 2013 - July 2013
Wachovia Bank / Wells Fargo Bank March 2009 - May 2011
California Bank & Trust November 2006 - November 2007
Washington Mutual Bank December 2004 - November 2007
Skills
Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Team Leadership, Project Management, PowerPoint, Leadership, Time Management, Customer Satisfaction, Marketing, Outlook, Access, Program Management, Fundraising, Construction Management, Contract Negotiation
Education
Sacramento City College 2006 — 2008
Business Administration and Management, General
Sacramento Regional Builders Exchange July 2013 - Present
Sacramento Regional Builders Exchange January 2013 - July 2013
Wachovia Bank / Wells Fargo Bank March 2009 - May 2011
California Bank & Trust November 2006 - November 2007
Washington Mutual Bank December 2004 - November 2007
Skills
Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Team Leadership, Project Management, PowerPoint, Leadership, Time Management, Customer Satisfaction, Marketing, Outlook, Access, Program Management, Fundraising, Construction Management, Contract Negotiation
Education
Sacramento City College 2006 — 2008
Business Administration and Management, General
Jennifer Nowak Jennifer Nowak's California Bank & Trust Experience 2015 - 2015
Job CSR 3 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2015 - Present
Roth Staffing May 2015 - August 2015
California Bank & Trust 2015 - 2015
Robert Half 2015 - 2015
Wells Fargo 2004 - 2014
MP3.com/ Vivendi 2000 - 2002
Skills
Confidentiality, PeopleSoft, Office Management, Travel Arrangements, Microsoft Office, Customer Service, Research, Strategic Planning, Communication, Editing, Budgets, P&L Analysis, Concur, Project Management, Logistics, Employee Training, Management Development, Management, Reporting & Analysis, Engagement, Vendor Relationships, Recruiting, Onboarding, Event Planning, Organizational Charts, StrengthsFinder, SnagIt, SharePoint, Floorplanning, Online Marketing, Internet Product..., Web Analytics
Education
San Diego State University-California State University
Business Administration and Management, General
The Nichols School
Wells Fargo Home Mortgage August 2015 - Present
Roth Staffing May 2015 - August 2015
California Bank & Trust 2015 - 2015
Robert Half 2015 - 2015
Wells Fargo 2004 - 2014
MP3.com/ Vivendi 2000 - 2002
Skills
Confidentiality, PeopleSoft, Office Management, Travel Arrangements, Microsoft Office, Customer Service, Research, Strategic Planning, Communication, Editing, Budgets, P&L Analysis, Concur, Project Management, Logistics, Employee Training, Management Development, Management, Reporting & Analysis, Engagement, Vendor Relationships, Recruiting, Onboarding, Event Planning, Organizational Charts, StrengthsFinder, SnagIt, SharePoint, Floorplanning, Online Marketing, Internet Product..., Web Analytics
Education
San Diego State University-California State University
Business Administration and Management, General
The Nichols School
Justine Ramos Justine Ramos's California Bank & Trust Experience November 2010 - August 2012
Job Loan Documentation Specialist
Industry Banking
Experience
Pacific Western Bank August 2012 - Present
California Bank & Trust November 2010 - August 2012
Zions Bancorporation April 2008 - November 2010
Red Rock Title October 2006 - April 2008
Skills
Team Leader, Driven By Results, Organized Multi-tasker, Problem Solving, Professional, Leadership, Customer Service, Energy, Loans, Marketing, Hospitality Management, Marketing Event Planning, Event Planning, Sales, Banking, Commercial Lending
Education
MiraCosta College 2012 — 2015
Hospitality Administration/Management
Pacific Western Bank August 2012 - Present
California Bank & Trust November 2010 - August 2012
Zions Bancorporation April 2008 - November 2010
Red Rock Title October 2006 - April 2008
Skills
Team Leader, Driven By Results, Organized Multi-tasker, Problem Solving, Professional, Leadership, Customer Service, Energy, Loans, Marketing, Hospitality Management, Marketing Event Planning, Event Planning, Sales, Banking, Commercial Lending
Education
MiraCosta College 2012 — 2015
Hospitality Administration/Management
Hallie Johnson's California Bank & Trust Experience July 2014 - August 2015
Job Administrative Assistant at California Bank & Trust
Industry Banking
Experience
Wells Fargo Home Mortgage August 2015 - Present
California Bank & Trust July 2014 - August 2015
Chase August 2012 - July 2014
Chase November 2010 - August 2012
Skills
Banking, Microsoft Office, Credit, Loans, Financial Analysis, Finance, Risk Management, Retail Banking, Commercial Banking, Customer Service, Microsoft Excel
Education
Orange Coast College
Wells Fargo Home Mortgage August 2015 - Present
California Bank & Trust July 2014 - August 2015
Chase August 2012 - July 2014
Chase November 2010 - August 2012
Skills
Banking, Microsoft Office, Credit, Loans, Financial Analysis, Finance, Risk Management, Retail Banking, Commercial Banking, Customer Service, Microsoft Excel
Education
Orange Coast College
Sheree Keller's California Bank & Trust Experience November 1997 - August 2001
Job VP/Business Banking Associate
Industry Banking
Experience
Discovery Bank September 2001 - August 2008
California Bank & Trust November 1997 - August 2001
Skills
New Business Development, USDA, Business Relationship..., Structured Finance, ABS, Loans, Real Estate, Wealth Management, Credit, CRM, Commercial Lending, Executive Management, Real Estate Economics, Commercial Banking, Small Business, Commercial Mortgages, Banking, Credit Analysis, SBA, Small Business Lending, SBA 504, Lines Of Credit, Branch Management, Loan Origination, Underwriting, Construction Loans, Cash Management, Asset Based Lending, Mortgage Lending, Credit Risk, Consumer Lending, Treasury Management, Funding, Real Estate Financing, Residential Mortgages, Cross Selling, Finance, Private Banking, Financial Analysis, Refinance, Retail Banking, Portfolio Management, Investments, Mortgage Banking, Cash Flow Lending, FHA, Financial Services, Banking Relationships, Securities
Education
Palomar College
AA, General Education/Business/English
Cal State Fullerton
Discovery Bank September 2001 - August 2008
California Bank & Trust November 1997 - August 2001
Skills
New Business Development, USDA, Business Relationship..., Structured Finance, ABS, Loans, Real Estate, Wealth Management, Credit, CRM, Commercial Lending, Executive Management, Real Estate Economics, Commercial Banking, Small Business, Commercial Mortgages, Banking, Credit Analysis, SBA, Small Business Lending, SBA 504, Lines Of Credit, Branch Management, Loan Origination, Underwriting, Construction Loans, Cash Management, Asset Based Lending, Mortgage Lending, Credit Risk, Consumer Lending, Treasury Management, Funding, Real Estate Financing, Residential Mortgages, Cross Selling, Finance, Private Banking, Financial Analysis, Refinance, Retail Banking, Portfolio Management, Investments, Mortgage Banking, Cash Flow Lending, FHA, Financial Services, Banking Relationships, Securities
Education
Palomar College
AA, General Education/Business/English
Cal State Fullerton
Chase Metkovich Chase Metkovich's California Bank & Trust Experience June 2014 - Present
Job Commercial Banking Associate at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 2014 - Present
Atlas Hospitality Group 2013 - 2014
The Business Finance Store February 2013 - July 2013
California Pizza Kitchen August 2007 - February 2013
UBS Financial Services Inc. - RG Wealth Management Group July 2011 - April 2012
Sigma Chi Fraternity December 2008 - May 2009
Skills
Investments, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Outlook, Financial Analysis, Public Speaking, Strategic Financial..., Social Networking, Sales, Customer Service, Event Planning, Social Media, Marketing, Microsoft Office, Real Estate, Social Media Marketing, Event Management, Finance, Leadership, Market Research, Risk Management, Budgets, Data Analysis, Teamwork, Time Management, Entrepreneurship, Management, Access, Team Leadership, Financial Modeling
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science (B.S.), Corporate Finance
Universitat Autònoma de Barcelona 2010 — 2010
Business, International Economics
California Bank & Trust June 2014 - Present
Atlas Hospitality Group 2013 - 2014
The Business Finance Store February 2013 - July 2013
California Pizza Kitchen August 2007 - February 2013
UBS Financial Services Inc. - RG Wealth Management Group July 2011 - April 2012
Sigma Chi Fraternity December 2008 - May 2009
Skills
Investments, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Outlook, Financial Analysis, Public Speaking, Strategic Financial..., Social Networking, Sales, Customer Service, Event Planning, Social Media, Marketing, Microsoft Office, Real Estate, Social Media Marketing, Event Management, Finance, Leadership, Market Research, Risk Management, Budgets, Data Analysis, Teamwork, Time Management, Entrepreneurship, Management, Access, Team Leadership, Financial Modeling
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science (B.S.), Corporate Finance
Universitat Autònoma de Barcelona 2010 — 2010
Business, International Economics
Steven Sevier Steven Sevier's California Bank & Trust Experience March 2015 - Present
Job Lending Assistant at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2015 - Present
California Bank & Trust July 2013 - March 2015
California Bank & Trust November 2011 - July 2013
Skills
Commercial Banking, Banking, Loans, Consumer Lending, Small Business Lending, Customer Service, Customer Relations, Mortgage Lending, Lines Of Credit
Education
San Diego State University-California State University 2013 — 2014
Bachelor's Degree, Business Administration/Financial Services
California Bank & Trust March 2015 - Present
California Bank & Trust July 2013 - March 2015
California Bank & Trust November 2011 - July 2013
Skills
Commercial Banking, Banking, Loans, Consumer Lending, Small Business Lending, Customer Service, Customer Relations, Mortgage Lending, Lines Of Credit
Education
San Diego State University-California State University 2013 — 2014
Bachelor's Degree, Business Administration/Financial Services
Tracy Himple Tracy Himple's California Bank & Trust Experience September 2000 - Present
Job AVP Customer Service Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2000 - Present
Skills
Commercial Banking, Credit, Loans, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Mortgage Lending, Cash Management, Credit Risk, Underwriting, Portfolio Management
Education
Mt. San Antonio College 1985 — 1987
Airline/Commercial/Professional Pilot and Flight Crew
Ganesha High School 1981 — 1985
California Bank & Trust September 2000 - Present
Skills
Commercial Banking, Credit, Loans, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Mortgage Lending, Cash Management, Credit Risk, Underwriting, Portfolio Management
Education
Mt. San Antonio College 1985 — 1987
Airline/Commercial/Professional Pilot and Flight Crew
Ganesha High School 1981 — 1985
Jessica Toomey Jessica Toomey's California Bank & Trust Experience October 2014 - Present
Job Credit Analyst
Industry Banking
Experience
California Bank & Trust October 2014 - Present
Umpqua Bank formerly Argent Bank September 2012 - October 2014
Argent Bank previously Borrego Springs Bank August 2011 - September 2012
Borrego Springs Bank September 2008 - August 2011
Clairemont Equipment 2003 - 2008
Skills
Portfolio Management, Credit, Lines Of Credit, Underwriting, Financial Analysis, Small Business Lending, Commercial Lending, Credit Risk, Commercial Banking, Finance, Loan Origination, Banking, Loans, Credit Analysis, Consumer Lending
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
California Bank & Trust October 2014 - Present
Umpqua Bank formerly Argent Bank September 2012 - October 2014
Argent Bank previously Borrego Springs Bank August 2011 - September 2012
Borrego Springs Bank September 2008 - August 2011
Clairemont Equipment 2003 - 2008
Skills
Portfolio Management, Credit, Lines Of Credit, Underwriting, Financial Analysis, Small Business Lending, Commercial Lending, Credit Risk, Commercial Banking, Finance, Loan Origination, Banking, Loans, Credit Analysis, Consumer Lending
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Andrew Carcich Andrew Carcich's California Bank & Trust Experience December 2014 - Present
Job Financial Analyst Specialist II at California Bank & Trust
Industry Banking
Experience
California Bank & Trust December 2014 - Present
OMS SafeHarbor June 2013 - December 2014
Wells Fargo Advisors February 2014 - September 2014
Aztechs November 2012 - June 2014
5-hour ENERGY October 2012 - June 2014
Lavin Entrepreneur Program August 2012 - June 2014
SDSU Business Honors Program July 2012 - June 2014
Dunham & Associates June 2013 - August 2013
Dunham and Associates May 2013 - August 2013
Sigma Chi Fraternity April 2012 - May 2013
Skills
Financial Analysis, Financial Accounting, Managerial Finance, Entrepreneurship, Marketing, Technology, Powershell, PowerPoint, Microsoft Excel, HTML, Market Research, Microsoft Word, Event Management, Event Planning, Nonprofits, Social Networking, Advertising, Budgets, Time Management, Leadership, Management, Project Planning, Finance, Research, Social Media
Education
San Diego State University-California State University 2010 — 2014
BS, Business Finance
Crescenta Valley High School 2007 — 2010
California Bank & Trust December 2014 - Present
OMS SafeHarbor June 2013 - December 2014
Wells Fargo Advisors February 2014 - September 2014
Aztechs November 2012 - June 2014
5-hour ENERGY October 2012 - June 2014
Lavin Entrepreneur Program August 2012 - June 2014
SDSU Business Honors Program July 2012 - June 2014
Dunham & Associates June 2013 - August 2013
Dunham and Associates May 2013 - August 2013
Sigma Chi Fraternity April 2012 - May 2013
Skills
Financial Analysis, Financial Accounting, Managerial Finance, Entrepreneurship, Marketing, Technology, Powershell, PowerPoint, Microsoft Excel, HTML, Market Research, Microsoft Word, Event Management, Event Planning, Nonprofits, Social Networking, Advertising, Budgets, Time Management, Leadership, Management, Project Planning, Finance, Research, Social Media
Education
San Diego State University-California State University 2010 — 2014
BS, Business Finance
Crescenta Valley High School 2007 — 2010
Noriko Oakland Noriko Oakland's California Bank & Trust Experience February 2008 - November 2008
Job SVP & Regional Manager at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank November 2008 - Present
Tango Corporation March 2007 - Present
California Bank & Trust February 2008 - November 2008
California Bank & Trust January 2001 - January 2008
Union Bank of California January 1998 - December 2000
Skills
Business Development, Commercial Lending, Sales, Credit, Strategic Financial..., Financial Analysis, Banking, Commercial Banking, Investments, Loans, Customer Service, New Business Development, Marketing Strategy, Management, Strategic Planning, Mortgage Lending, Portfolio Management, Real Estate, Credit Analysis, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Torrey Pines Bank November 2008 - Present
Tango Corporation March 2007 - Present
California Bank & Trust February 2008 - November 2008
California Bank & Trust January 2001 - January 2008
Union Bank of California January 1998 - December 2000
Skills
Business Development, Commercial Lending, Sales, Credit, Strategic Financial..., Financial Analysis, Banking, Commercial Banking, Investments, Loans, Customer Service, New Business Development, Marketing Strategy, Management, Strategic Planning, Mortgage Lending, Portfolio Management, Real Estate, Credit Analysis, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Jennifer Troyan Jennifer Troyan's California Bank & Trust Experience June 1996 - Present
Job SVP, Business Services Strategy Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 1996 - Present
Skills
Developing & Managing..., Policy Design &..., Vendor Relations, Credit Card Product..., Strategic Planning, Business Process..., Deposit & Credit Card..., Projects &..., Staffing Analysis, Customer Support &..., Product Management, Credit Cards, Banking, Leadership, Program Management, Commercial Lending, Project Management
Education
San Diego State University-California State University
BA, Political Science
San Diego State University-California State University
California Bank & Trust June 1996 - Present
Skills
Developing & Managing..., Policy Design &..., Vendor Relations, Credit Card Product..., Strategic Planning, Business Process..., Deposit & Credit Card..., Projects &..., Staffing Analysis, Customer Support &..., Product Management, Credit Cards, Banking, Leadership, Program Management, Commercial Lending, Project Management
Education
San Diego State University-California State University
BA, Political Science
San Diego State University-California State University
Diana Esqueda Diana Esqueda's California Bank & Trust Experience October 2007 - Present
Job Loan Servicer at California Bank & Trust
Industry Banking
Experience
California Bank & Trust October 2007 - Present
Skills
Commercial Lending, Credit Analysis, Banking, Credit, Mortgage Lending, Underwriting, Financial Analysis, FX Options, C&I Lending, Refinance, Risk Management
Education
Rio Hondo College 2000 — 2001
woodrow wilson high school 1976 — 1978
High School Diploma
California Bank & Trust October 2007 - Present
Skills
Commercial Lending, Credit Analysis, Banking, Credit, Mortgage Lending, Underwriting, Financial Analysis, FX Options, C&I Lending, Refinance, Risk Management
Education
Rio Hondo College 2000 — 2001
woodrow wilson high school 1976 — 1978
High School Diploma
John Schiefer John Schiefer's California Bank & Trust Experience November 2010 - April 2011
Job Commercial Loan Production Administrator II at Kinecta Federal Credit Union
Industry Banking
Experience
Kinecta Federal Credit Union June 2013 - Present
Capistrano Unified School District September 2011 - June 2013
Barney and Barney, LLC September 2011 - January 2012
California Bank & Trust November 2010 - April 2011
Red Mountain Retail Group, Inc. December 2007 - April 2009
Pacific Premier Bank September 2003 - November 2007
U.S. Bank November 1999 - September 2003
Southern California Bank~US BANK Corp April 1998 - November 1999
MGM Mortage Company September 1997 - April 1998
Jones & Associates January 1995 - January 1997
Skills
Loans, Credit, Mortgage Lending, Insurance, Management, Banking, Finance, Loan Servicing, Training, Underwriting, Investment Properties, Strategic Planning, Investments, Portfolio Management, Sales, Due Diligence, Marketing, Commercial Lending
Education
LIU Post
Bachelor of Science., Business Administration
Nassau Community College
A.A.S., Marketing and Management
Kinecta Federal Credit Union June 2013 - Present
Capistrano Unified School District September 2011 - June 2013
Barney and Barney, LLC September 2011 - January 2012
California Bank & Trust November 2010 - April 2011
Red Mountain Retail Group, Inc. December 2007 - April 2009
Pacific Premier Bank September 2003 - November 2007
U.S. Bank November 1999 - September 2003
Southern California Bank~US BANK Corp April 1998 - November 1999
MGM Mortage Company September 1997 - April 1998
Jones & Associates January 1995 - January 1997
Skills
Loans, Credit, Mortgage Lending, Insurance, Management, Banking, Finance, Loan Servicing, Training, Underwriting, Investment Properties, Strategic Planning, Investments, Portfolio Management, Sales, Due Diligence, Marketing, Commercial Lending
Education
LIU Post
Bachelor of Science., Business Administration
Nassau Community College
A.A.S., Marketing and Management
Angela Stiehr Angela Stiehr's California Bank & Trust Experience January 2001 - September 2005
Job HR Staffing Manager / Recruiter at AT&T / Pinnacle Technical Staffing
Industry Telecommunications
Experience
Randstad Sourceright September 2015 - Present
AT&T / Pinnacle Technical Staffing August 2014 - July 2015
Randstad Sourceright US / AT&T Fayetteville NC - Call Center October 2013 - April 2014
AT&T Mobility October 2010 - October 2013
The Staffing Alliance February 2007 - September 2010
AT&T / Kelly Services January 2006 - December 2006
California Bank & Trust January 2001 - September 2005
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Technical Recruiting, Internet Recruiting, College Recruiting, Talent Management, Vendor Management, Performance Management, Workforce Planning, Personnel Management, Temporary Placement, Staffing Services, Benefits Negotiation, Interviews, Management, Human Resources
Education
Northern Virginia Community College 1987 — 1989
Randstad Sourceright September 2015 - Present
AT&T / Pinnacle Technical Staffing August 2014 - July 2015
Randstad Sourceright US / AT&T Fayetteville NC - Call Center October 2013 - April 2014
AT&T Mobility October 2010 - October 2013
The Staffing Alliance February 2007 - September 2010
AT&T / Kelly Services January 2006 - December 2006
California Bank & Trust January 2001 - September 2005
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Technical Recruiting, Internet Recruiting, College Recruiting, Talent Management, Vendor Management, Performance Management, Workforce Planning, Personnel Management, Temporary Placement, Staffing Services, Benefits Negotiation, Interviews, Management, Human Resources
Education
Northern Virginia Community College 1987 — 1989
Maria Elisa Villanueva Maria Elisa Villanueva's California Bank & Trust Experience July 2010 - March 2014
Job Sr Processing Specialist (Bank Central Operation)
Industry Banking
Experience
California Bank & Trust July 2010 - March 2014
California Bank & Trust October 2005 - July 2010
California Bank & Trust April 2003 - October 2005
California Bank & Trust April 2000 - April 2003
Valle de Oro Bank February 1998 - March 2000
Bank of America January 1988 - January 1998
Skills
Banking, Legal Process, Levies and Garnishments, Subpoenas, Compliance, Check Collections, Fraud Collections, IRAs, G/L Reconciliations, Cash Advance..., Remittance Processing, Item Processing, Data Entry, Research, Check Adjustments, Fedline, Wire Process, Stop Payments, Customer Service, Branch Capture, Computerized Accounting, QuickBooks
Education
Southwestern Community College District 1988 — 1990
Accounting
San Diego Continuing Education
Computerized Accounting - Quickbooks
California Bank & Trust July 2010 - March 2014
California Bank & Trust October 2005 - July 2010
California Bank & Trust April 2003 - October 2005
California Bank & Trust April 2000 - April 2003
Valle de Oro Bank February 1998 - March 2000
Bank of America January 1988 - January 1998
Skills
Banking, Legal Process, Levies and Garnishments, Subpoenas, Compliance, Check Collections, Fraud Collections, IRAs, G/L Reconciliations, Cash Advance..., Remittance Processing, Item Processing, Data Entry, Research, Check Adjustments, Fedline, Wire Process, Stop Payments, Customer Service, Branch Capture, Computerized Accounting, QuickBooks
Education
Southwestern Community College District 1988 — 1990
Accounting
San Diego Continuing Education
Computerized Accounting - Quickbooks
Melissa Deadrich's California Bank & Trust Experience August 1999 - August 2003
Job
Industry Real Estate
Experience
Deadrich Real Estate, Inc. 2003 - Present
California Bank & Trust August 1999 - August 2003
Wells Fargo Bank April 1994 - August 1999
Skills
Real Estate, Real Estate Development, Single Family Homes, Commercial Real Estate, Short Sales, Residential Homes, Real Estate Transactions, Investment Properties, First Time Home Buyers, Investments, Loans, Construction, Sellers, Asset Management
Education
Mills College 1987 — 1991
Bachelor of Arts (B.A.)
Deadrich Real Estate, Inc. 2003 - Present
California Bank & Trust August 1999 - August 2003
Wells Fargo Bank April 1994 - August 1999
Skills
Real Estate, Real Estate Development, Single Family Homes, Commercial Real Estate, Short Sales, Residential Homes, Real Estate Transactions, Investment Properties, First Time Home Buyers, Investments, Loans, Construction, Sellers, Asset Management
Education
Mills College 1987 — 1991
Bachelor of Arts (B.A.)
Lauren Dunning's California Bank & Trust Experience May 2000 - July 2002
Job Director, Client Solutions
Industry Market Research
Experience
Nielsen February 2013 - Present
Nielsen July 2008 - January 2013
Nielsen July 2004 - July 2008
Adams Outdoor Advertising October 2002 - April 2004
California Bank & Trust May 2000 - July 2002
The McCulley Group September 1998 - May 2000
Skills
Salesforce.com, Microsoft Office, Segmentation, Demographics, Consumer Demand, B2B Marketing, Direct Marketing, Email Marketing, Digital Marketing, Marketing Research, Marketing Strategy, Account Management, Marketing, Market Research, Social Media, GIS systems, Location Analysis, Mobile Data Services
Education
Point Loma Nazarene University 1994 — 1998
Fine Art, Graphic Design
Nielsen February 2013 - Present
Nielsen July 2008 - January 2013
Nielsen July 2004 - July 2008
Adams Outdoor Advertising October 2002 - April 2004
California Bank & Trust May 2000 - July 2002
The McCulley Group September 1998 - May 2000
Skills
Salesforce.com, Microsoft Office, Segmentation, Demographics, Consumer Demand, B2B Marketing, Direct Marketing, Email Marketing, Digital Marketing, Marketing Research, Marketing Strategy, Account Management, Marketing, Market Research, Social Media, GIS systems, Location Analysis, Mobile Data Services
Education
Point Loma Nazarene University 1994 — 1998
Fine Art, Graphic Design
Gretel Olinger's California Bank & Trust Experience November 2005 - Present
Job Personal Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 2005 - Present
Same Old Grind Coffeehouse March 2004 - September 2005
Education
San Diego State University-California State University 2001 — 2005
BS
California Bank & Trust November 2005 - Present
Same Old Grind Coffeehouse March 2004 - September 2005
Education
San Diego State University-California State University 2001 — 2005
BS
Maxwell Sinclair's California Bank & Trust Experience December 2005 - January 2011
Job EVP, Chief Risk and Chief Compliance Officer at Pacific Mercantile Bank
Industry Banking
Experience
Pacific Mercantile Bank January 2011 - Present
Alliance of Jamaican and American Humanitarians (Non-Profit) September 2010 - Present
California Bank & Trust December 2005 - January 2011
Imperial Capital Bank September 2001 - December 2005
Jackson Federal Bank December 1998 - September 2001
First Bank of Beverly Hills 2001 - 2001
Skills
Executive Management, Quality Auditing, Banking, Risk Management, Mortgage Lending, Credit, Financial Risk, Loans, AML, Due Diligence, Asset Managment, Risk Assessment, Management, Enterprise Risk..., Cross-functional Team..., Compliance, Bank Secrecy Act, Financial Analysis, Internal Audit, Strategic Financial..., Portfolio Management, Training, Asset Management, Credit Analysis, Commercial Banking, Fraud, Process Improvement, Policy, Operational Risk..., Operational Risk, Analysis
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Business Administration
Pasadena City College 1986 — 1988
AA, Business Administration
University of Redlands
BS, Business Administration
Pacific Mercantile Bank January 2011 - Present
Alliance of Jamaican and American Humanitarians (Non-Profit) September 2010 - Present
California Bank & Trust December 2005 - January 2011
Imperial Capital Bank September 2001 - December 2005
Jackson Federal Bank December 1998 - September 2001
First Bank of Beverly Hills 2001 - 2001
Skills
Executive Management, Quality Auditing, Banking, Risk Management, Mortgage Lending, Credit, Financial Risk, Loans, AML, Due Diligence, Asset Managment, Risk Assessment, Management, Enterprise Risk..., Cross-functional Team..., Compliance, Bank Secrecy Act, Financial Analysis, Internal Audit, Strategic Financial..., Portfolio Management, Training, Asset Management, Credit Analysis, Commercial Banking, Fraud, Process Improvement, Policy, Operational Risk..., Operational Risk, Analysis
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Business Administration
Pasadena City College 1986 — 1988
AA, Business Administration
University of Redlands
BS, Business Administration
Melissa Chang's California Bank & Trust Experience November 2013 - Present
Job Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 2013 - Present
Bank Leumi October 2008 - 2011
JP Morgan May 2005 - October 2008
Skills
Credit, Credit Analysis, Loans, Banking, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Mortgage Lending, Financial Risk, Small Business Lending, Fixed Income, Financial Modeling, Risk Management, Retail Banking, Investment Banking, Loan Origination, Consumer Lending, Derivatives
Education
Pennsylvania State University 2001 — 2005
California Bank & Trust November 2013 - Present
Bank Leumi October 2008 - 2011
JP Morgan May 2005 - October 2008
Skills
Credit, Credit Analysis, Loans, Banking, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Mortgage Lending, Financial Risk, Small Business Lending, Fixed Income, Financial Modeling, Risk Management, Retail Banking, Investment Banking, Loan Origination, Consumer Lending, Derivatives
Education
Pennsylvania State University 2001 — 2005
Kellie Price's California Bank & Trust Experience April 2000 - July 2007
Job Credit Analyst II
Industry Banking
David SiuYingYuan's California Bank & Trust Experience July 2000 - Present
Job Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2000 - Present
BNI 2010 - 2011
Union Bank March 1994 - September 1999
Pacific Bank 1998 - 1999
Skills
Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Loans
Education
Marquette University 1986 — 1990
Marquette University 1986 — 1990
BA, Philosophy
Wesleyan Academy
California Bank & Trust July 2000 - Present
BNI 2010 - 2011
Union Bank March 1994 - September 1999
Pacific Bank 1998 - 1999
Skills
Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Loans
Education
Marquette University 1986 — 1990
Marquette University 1986 — 1990
BA, Philosophy
Wesleyan Academy
Ron Perry's California Bank & Trust Experience April 2008 - November 2010
Job Vice President at OneWest Bank
Industry Banking
Experience
OneWest Bank August 2012 - Present
First General Bank March 2012 - August 2012
US Bank February 2011 - March 2012
West Coast Funding November 2010 - February 2011
California Bank & Trust April 2008 - November 2010
Seacoast Commerce Bank 2007 - 2008
Landmark National Bank 2005 - 2007
Valley Independent Bank 2004 - 2005
San Diego Federal 1979 - 1985
Skills
New Business Development, Customer Relations, Portrait Photography, Event Photography, Family Photographer, Banking, Business Development, Commercial Banking, Commercial Lending, Customer Service, Family Photography, Finance, Loans, Management, Small Business Lending
Education
National University
MBA, Finance
San Diego State University
Bachelor of Science, Finance
OneWest Bank August 2012 - Present
First General Bank March 2012 - August 2012
US Bank February 2011 - March 2012
West Coast Funding November 2010 - February 2011
California Bank & Trust April 2008 - November 2010
Seacoast Commerce Bank 2007 - 2008
Landmark National Bank 2005 - 2007
Valley Independent Bank 2004 - 2005
San Diego Federal 1979 - 1985
Skills
New Business Development, Customer Relations, Portrait Photography, Event Photography, Family Photographer, Banking, Business Development, Commercial Banking, Commercial Lending, Customer Service, Family Photography, Finance, Loans, Management, Small Business Lending
Education
National University
MBA, Finance
San Diego State University
Bachelor of Science, Finance
Chris Isaacson's California Bank & Trust Experience 1997 - 1998
Job Realtor at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage January 2006 - Present
Silicon Valley Association of REALTORS® 2012 - Present
California Association of Realtors 2012 - Present
Citibank 1998 - 2004
California Bank & Trust 1997 - 1998
Skills
Buyer Representation, Short Sales, Real Estate, Single Family Homes, Investment Properties, REO, Investors, Foreclosures, Customer Service, Mortgage Banking, Sales, Relocation, Sellers, First Time Home Buyers
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1998
Coldwell Banker Residential Brokerage January 2006 - Present
Silicon Valley Association of REALTORS® 2012 - Present
California Association of Realtors 2012 - Present
Citibank 1998 - 2004
California Bank & Trust 1997 - 1998
Skills
Buyer Representation, Short Sales, Real Estate, Single Family Homes, Investment Properties, REO, Investors, Foreclosures, Customer Service, Mortgage Banking, Sales, Relocation, Sellers, First Time Home Buyers
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1998
Newton Pham's California Bank & Trust Experience February 2014 - Present
Job Vice President at California Bank & Trust
Industry Investment Banking
Experience
California Bank & Trust February 2014 - Present
Mitsubishi Material USA Corp July 2012 - February 2014
McGladrey Capital Markets August 2007 - January 2012
Smith Barney, Citigroup Global Markets 2003 - 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Due Diligence, Valuation, Mergers & Acquisitions, Credit, Credit Analysis, Investment Banking, Loans, Private Equity, Venture Capital, Beer, Microsoft Office, Investments
Education
San Diego State University-California State University 2004 — 2006
San Diego State University-California State University 2000 — 2004
El Toro Highschool 1996 — 2000
California Bank & Trust February 2014 - Present
Mitsubishi Material USA Corp July 2012 - February 2014
McGladrey Capital Markets August 2007 - January 2012
Smith Barney, Citigroup Global Markets 2003 - 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Due Diligence, Valuation, Mergers & Acquisitions, Credit, Credit Analysis, Investment Banking, Loans, Private Equity, Venture Capital, Beer, Microsoft Office, Investments
Education
San Diego State University-California State University 2004 — 2006
San Diego State University-California State University 2000 — 2004
El Toro Highschool 1996 — 2000
Ray Vasquez's California Bank & Trust Experience September 1998 - June 1999
Job Market Executive & Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America July 1999 - Present
California Bank & Trust September 1998 - June 1999
Sumitomo Bank of CA June 1997 - August 1998
Skills
Banking, Commercial Banking, Credit, Business Development, Treasury Management, Portfolio Management, CRM, Negotiation, Management, Loans, Commercial Lending
Education
Loyola Marymount University, College of Business Administration 1993 — 1997
BBA, Finance
Bank of America July 1999 - Present
California Bank & Trust September 1998 - June 1999
Sumitomo Bank of CA June 1997 - August 1998
Skills
Banking, Commercial Banking, Credit, Business Development, Treasury Management, Portfolio Management, CRM, Negotiation, Management, Loans, Commercial Lending
Education
Loyola Marymount University, College of Business Administration 1993 — 1997
BBA, Finance
Catherine Danigelis's California Bank & Trust Experience May 2005 - November 2009
Job Senior Vice President at KeyBank
Industry Real Estate
Experience
KeyBank September 2015 - Present
US Bank February 2011 - August 2015
Catherine Danigelis Consulting November 2009 - February 2011
California Bank & Trust May 2005 - November 2009
Bank of America June 1999 - May 2005
Security Pacific Bank 1990 - 1992
Skills
Asset Management, Loans, Portfolio Management, Real Estate Economics, Real Estate, Affordable Housing, Finance, Underwriting, Financial Analysis, Banking
Education
Michigan State University
B.A., Business Administration
KeyBank September 2015 - Present
US Bank February 2011 - August 2015
Catherine Danigelis Consulting November 2009 - February 2011
California Bank & Trust May 2005 - November 2009
Bank of America June 1999 - May 2005
Security Pacific Bank 1990 - 1992
Skills
Asset Management, Loans, Portfolio Management, Real Estate Economics, Real Estate, Affordable Housing, Finance, Underwriting, Financial Analysis, Banking
Education
Michigan State University
B.A., Business Administration
Ricardo A. Macedo's California Bank & Trust Experience January 2001 - October 2002
Job Vice President / Client Manager at Bank of America
Industry Banking
Experience
Bank of America December 2012 - Present
South County Economic Development Council January 2007 - Present
San Diego Padres Hispanic Leadership Council January 2010 - Present
AmericanWest Bank October 2002 - December 2012
California Bank & Trust January 2001 - October 2002
Education
San Diego State University-California State University 1990 — 1997
Bank of America December 2012 - Present
South County Economic Development Council January 2007 - Present
San Diego Padres Hispanic Leadership Council January 2010 - Present
AmericanWest Bank October 2002 - December 2012
California Bank & Trust January 2001 - October 2002
Education
San Diego State University-California State University 1990 — 1997
Theresa Greenfield's California Bank & Trust Experience April 2000 - September 2001
Job VP at PMB
Industry Banking
Experience
Pacific Mercantile Bank September 2001 - Present
California Bank & Trust April 2000 - September 2001
National Bank of Southern California 1987 - 1997
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Commercial Real Estate, Banking, Credit, Consumer Lending, Credit Analysis, Loan Origination, Portfolio Management
Education
NNA 1998 — 2018
Notary Public
Orange Coast College
accounting
Pacific Mercantile Bank September 2001 - Present
California Bank & Trust April 2000 - September 2001
National Bank of Southern California 1987 - 1997
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Commercial Real Estate, Banking, Credit, Consumer Lending, Credit Analysis, Loan Origination, Portfolio Management
Education
NNA 1998 — 2018
Notary Public
Orange Coast College
accounting
Todd Peterson, CAMS's California Bank & Trust Experience 2004 - 2006
Job Vice President & BSA Officer at Zions Bancorporation
Industry Banking
Experience
Zions Bancorporation September 2014 - Present
Torrey Pines Bank September 2006 - September 2014
California Bank & Trust 2004 - 2006
California Bank & Trust May 2000 - May 2004
California Bank & Trust July 1996 - May 2000
Skills
Banking, Commercial Banking, Financial Risk, Retail Banking, Due Diligence, Bank Secrecy Act, AML, KYC, OFAC, CAMS, Fraud, Small Business, USA PATRIOT Act, Loans, Certified Anti-Money..., Marketing
Education
Point Loma Nazarene University
BA, Management & Organizational Communication
Zions Bancorporation September 2014 - Present
Torrey Pines Bank September 2006 - September 2014
California Bank & Trust 2004 - 2006
California Bank & Trust May 2000 - May 2004
California Bank & Trust July 1996 - May 2000
Skills
Banking, Commercial Banking, Financial Risk, Retail Banking, Due Diligence, Bank Secrecy Act, AML, KYC, OFAC, CAMS, Fraud, Small Business, USA PATRIOT Act, Loans, Certified Anti-Money..., Marketing
Education
Point Loma Nazarene University
BA, Management & Organizational Communication
Melyn Acasio's California Bank & Trust Experience April 2004 - August 2005
Job Vice President/Branch Relationship Manager at Seacoast Commerce Bank
Industry Banking
Experience
Seacoast Commerce Bank March 2013 - Present
Neighborhood National Bank November 2011 - March 2013
Security Business Bank of San Diego July 2010 - November 2011
Pacific Western bank April 2006 - June 2010
Pacific Mercantile Bank August 2005 - April 2006
California Bank & Trust April 2004 - August 2005
Wells Fargo Bank April 1994 - April 2004
Frist Western Bank 1985 - 1992
Skills
Small Business Lending, Credit, Loans, Commercial Lending, Banking, Commercial Banking, Customer Relations, Customer Service, Portfolio Management, Sales Management, Asset Based Lending, Real Estate, Retail Banking, Commercial Mortgages, Financial Analysis, Private Banking, Mortgage Lending, SBA, Cash Management, Credit Analysis, Underwriting, Lines Of Credit, Loan Origination, Small Business, Consumer Lending, Business Development, Credit Risk, Cross Selling, Branch Banking, Construction Loans, Real Estate Financing, Leadership, Risk Management, Finance, Mortgage Banking, Relationship Management, Financial Structuring, Refinance, Cash Flow Lending, SBA 504, Treasury Management, Branch Management, Real Estate Economics, Funding, Commercial Finance, Financial Institutions, Loan Servicing, Financial Services, Factoring, Residential Mortgages
Education
National University 1980 — 1984
San Diego High School 1978 — 1980
Seacoast Commerce Bank March 2013 - Present
Neighborhood National Bank November 2011 - March 2013
Security Business Bank of San Diego July 2010 - November 2011
Pacific Western bank April 2006 - June 2010
Pacific Mercantile Bank August 2005 - April 2006
California Bank & Trust April 2004 - August 2005
Wells Fargo Bank April 1994 - April 2004
Frist Western Bank 1985 - 1992
Skills
Small Business Lending, Credit, Loans, Commercial Lending, Banking, Commercial Banking, Customer Relations, Customer Service, Portfolio Management, Sales Management, Asset Based Lending, Real Estate, Retail Banking, Commercial Mortgages, Financial Analysis, Private Banking, Mortgage Lending, SBA, Cash Management, Credit Analysis, Underwriting, Lines Of Credit, Loan Origination, Small Business, Consumer Lending, Business Development, Credit Risk, Cross Selling, Branch Banking, Construction Loans, Real Estate Financing, Leadership, Risk Management, Finance, Mortgage Banking, Relationship Management, Financial Structuring, Refinance, Cash Flow Lending, SBA 504, Treasury Management, Branch Management, Real Estate Economics, Funding, Commercial Finance, Financial Institutions, Loan Servicing, Financial Services, Factoring, Residential Mortgages
Education
National University 1980 — 1984
San Diego High School 1978 — 1980
F. Frank Herrera's California Bank & Trust Experience September 2012 - Present
Job Senior Vice President Commercial Banking at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2012 - Present
Union Bank July 2009 - September 2012
ALCENTRA, Inc May 2007 - February 2009
CALYON Corporate & Investment Bank September 1999 - February 2007
Mitsubishi Trust & Banking Corporation February 1990 - July 1998
CIBC 1987 - 1988
Skills
Credit Analysis, Capital Markets, Hedge Funds, Loans, Investment Banking, Credit, Commercial Lending, Financial Modeling, Financial Analysis, Investments, Credit Risk, High Yield, Middle Market, Asset Based Lending, Finance, Financial Institutions, Risk Management
Education
Loyola Marymount University 1977 — 1980
BS, Accounting
California Bank & Trust September 2012 - Present
Union Bank July 2009 - September 2012
ALCENTRA, Inc May 2007 - February 2009
CALYON Corporate & Investment Bank September 1999 - February 2007
Mitsubishi Trust & Banking Corporation February 1990 - July 1998
CIBC 1987 - 1988
Skills
Credit Analysis, Capital Markets, Hedge Funds, Loans, Investment Banking, Credit, Commercial Lending, Financial Modeling, Financial Analysis, Investments, Credit Risk, High Yield, Middle Market, Asset Based Lending, Finance, Financial Institutions, Risk Management
Education
Loyola Marymount University 1977 — 1980
BS, Accounting
Michael Toal's California Bank & Trust Experience February 2009 - Present
Job Vice President, Special Assets Department at California Bank & Trust
Industry Banking
Experience
California Bank & Trust February 2009 - Present
Washington Mutual January 2004 - February 2008
California Bank & Trust 1998 - 2003
Barr & Associates 1996 - 1997
Topa Thrift & Loan 1994 - 1995
Glendale Federal Bank 1992 - 1993
Pacific Southwest Realty Services January 1988 - July 1991
Skills
Loans, Portfolio Management, Underwriting, Due Diligence, Credit, Banking, Real Estate, Asset Based Lending, Asset Management
Education
San Diego State University-California State University 1984 — 1987
Bachelors, Business Administration with a Real Estate emphasis
California Bank & Trust February 2009 - Present
Washington Mutual January 2004 - February 2008
California Bank & Trust 1998 - 2003
Barr & Associates 1996 - 1997
Topa Thrift & Loan 1994 - 1995
Glendale Federal Bank 1992 - 1993
Pacific Southwest Realty Services January 1988 - July 1991
Skills
Loans, Portfolio Management, Underwriting, Due Diligence, Credit, Banking, Real Estate, Asset Based Lending, Asset Management
Education
San Diego State University-California State University 1984 — 1987
Bachelors, Business Administration with a Real Estate emphasis
Liz Landon's California Bank & Trust Experience March 2010 - April 2015
Job MSOD Candidate, 2016
Industry Banking
Experience
MSOD Candidate, 2016 Graziadio School of Business and Management 2014 - Present
California Bank & Trust March 2010 - April 2015
Central Pacific Bank December 2008 - March 2010
JPMorgan Chase Bank NA June 2003 - April 2008
FileNet Corporation November 1998 - June 2003
IBM (formerly Technology Service Solutions an IBM Joint Venture) November 1994 - October 1998
Continental Ilinois National Bank 1987 - 1993
Skills
Strategy, Management, Leadership, Finance, Portfolio Management, Budgets, Loans, Forecasting, New Business Development, Negotiation, Contract Negotiation, Underwriting, Analysis, Selling, Customer Service, Financial Modeling, Credit Risk, Commercial Real Estate, Credit, Real Estate, Due Diligence
Education
Southern Methodist University - Cox School of Business 1977 — 1981
Bachelors of Business Administration, Finance and Marketing
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Science (M.S.), Organization Development
MSOD Candidate, 2016 Graziadio School of Business and Management 2014 - Present
California Bank & Trust March 2010 - April 2015
Central Pacific Bank December 2008 - March 2010
JPMorgan Chase Bank NA June 2003 - April 2008
FileNet Corporation November 1998 - June 2003
IBM (formerly Technology Service Solutions an IBM Joint Venture) November 1994 - October 1998
Continental Ilinois National Bank 1987 - 1993
Skills
Strategy, Management, Leadership, Finance, Portfolio Management, Budgets, Loans, Forecasting, New Business Development, Negotiation, Contract Negotiation, Underwriting, Analysis, Selling, Customer Service, Financial Modeling, Credit Risk, Commercial Real Estate, Credit, Real Estate, Due Diligence
Education
Southern Methodist University - Cox School of Business 1977 — 1981
Bachelors of Business Administration, Finance and Marketing
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Science (M.S.), Organization Development
Gerardo Aguiniga's California Bank & Trust Experience January 2013 - Present
Job Customer Service Supervisor at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 2013 - Present
BancForce Financial Staffing February 2011 - Present
Pacific Western Bank January 2004 - February 2009
California Coast Credit Union December 2002 - September 2003
San Diego State University April 2001 - November 2001
Imperial Bank November 1998 - January 2001
Bank Of America January 1995 - April 1998
Skills
Trade Finance/Credit..., Banking, Financial Analysis, Finance, Risk Management, Project Management, Strategic Planning, Accounting, Sales Management, Customer Service, Microsoft Excel, Loans, Team Building, Business Development, Sales, Management, Investments
Education
Southwestern College 2002 — 2006
Associates Degree, Political Science
Marymount California University 1990 — 1991
Associate, Political Science
Saint Augustine High School 1986 — 1990
California Bank & Trust January 2013 - Present
BancForce Financial Staffing February 2011 - Present
Pacific Western Bank January 2004 - February 2009
California Coast Credit Union December 2002 - September 2003
San Diego State University April 2001 - November 2001
Imperial Bank November 1998 - January 2001
Bank Of America January 1995 - April 1998
Skills
Trade Finance/Credit..., Banking, Financial Analysis, Finance, Risk Management, Project Management, Strategic Planning, Accounting, Sales Management, Customer Service, Microsoft Excel, Loans, Team Building, Business Development, Sales, Management, Investments
Education
Southwestern College 2002 — 2006
Associates Degree, Political Science
Marymount California University 1990 — 1991
Associate, Political Science
Saint Augustine High School 1986 — 1990
Jason Zarate's California Bank & Trust Experience October 2000 - December 2001
Job Real Estate Asset Management
Industry Real Estate
Experience
RES.NET October 2011 - September 2012
USRES November 2008 - October 2011
Vive Entertainment November 2001 - July 2010
The Ritz-Carlton Hotel Company LLC September 2001 - July 2009
California Bank & Trust October 2000 - December 2001
Skills
Microsoft Office, Real Estate, Sellers, Management, Marketing, Customer Service, Sales, Microsoft Word, Foreclosures, REO, Time Management, Property
Education
UCSD 2005 — 2007
Bachelor of Arts (B.A.), European History
Saddleback College 2001 — 2004
Associate's degree, History
RES.NET October 2011 - September 2012
USRES November 2008 - October 2011
Vive Entertainment November 2001 - July 2010
The Ritz-Carlton Hotel Company LLC September 2001 - July 2009
California Bank & Trust October 2000 - December 2001
Skills
Microsoft Office, Real Estate, Sellers, Management, Marketing, Customer Service, Sales, Microsoft Word, Foreclosures, REO, Time Management, Property
Education
UCSD 2005 — 2007
Bachelor of Arts (B.A.), European History
Saddleback College 2001 — 2004
Associate's degree, History
Gina Sullivan's California Bank & Trust Experience May 2014 - Present
Job Software Support Analyst at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2014 - Present
California Bank & Trust May 2011 - May 2014
Sullivan Household March 2010 - September 2010
Motivational Systems, Inc. January 1999 - March 2010
Sharp HealthCare October 1996 - January 1999
Skills
Income Statement, Process Improvement, Budgets, Forecasting
Education
San Diego State University-California State University 1989 — 1991
BS, Biology
California Bank & Trust May 2014 - Present
California Bank & Trust May 2011 - May 2014
Sullivan Household March 2010 - September 2010
Motivational Systems, Inc. January 1999 - March 2010
Sharp HealthCare October 1996 - January 1999
Skills
Income Statement, Process Improvement, Budgets, Forecasting
Education
San Diego State University-California State University 1989 — 1991
BS, Biology
Doug Tipping's California Bank & Trust Experience 2011 - Present
Job Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust 2011 - Present
Risk Management Association Orange County January 2004 - December 2014
Orange Chamber of Commerce July 2010 - June 2011
Citizens Business Bank 2000 - 2011
Skills
Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Investments, Small Business Lending, Commercial Mortgages, Mortgage Lending, Banking, Credit, Credit Analysis, Consumer Lending, Middle Market, Credit Risk, Real Estate Financing, Treasury Management, Lines Of Credit, Financial Analysis, Portfolio Management, Underwriting, Loan Origination, Management, SBA, Small Business, Private Banking, Risk Management
Education
Michigan State University
Bachelor of Arts, International Relations / Economics
California Bank & Trust 2011 - Present
Risk Management Association Orange County January 2004 - December 2014
Orange Chamber of Commerce July 2010 - June 2011
Citizens Business Bank 2000 - 2011
Skills
Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Investments, Small Business Lending, Commercial Mortgages, Mortgage Lending, Banking, Credit, Credit Analysis, Consumer Lending, Middle Market, Credit Risk, Real Estate Financing, Treasury Management, Lines Of Credit, Financial Analysis, Portfolio Management, Underwriting, Loan Origination, Management, SBA, Small Business, Private Banking, Risk Management
Education
Michigan State University
Bachelor of Arts, International Relations / Economics
Jim Bang's California Bank & Trust Experience 2008 - Present
Job VP at California Bank & Trust
Industry Banking
Experience
California Bank & Trust 2008 - Present
Education
Penn State University
Bachelor of Science (B.S.)
California Bank & Trust 2008 - Present
Education
Penn State University
Bachelor of Science (B.S.)
Charles Laham's California Bank & Trust Experience November 1999 - October 2003
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
GMAC Mortgage March 2004 - September 2008
GMAC Mortgage 2004 - September 2008
California Bank & Trust November 1999 - October 2003
Education
San Diego State University-California State University 1995 — 1998
MBA
Wichita State University 1978 — 1981
BA
GMAC Mortgage March 2004 - September 2008
GMAC Mortgage 2004 - September 2008
California Bank & Trust November 1999 - October 2003
Education
San Diego State University-California State University 1995 — 1998
MBA
Wichita State University 1978 — 1981
BA
Henry Eagar's California Bank & Trust Experience February 1999 - February 2004
Job Vice President at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank February 2004 - Present
Kiwanis of Brea 2010 - 2013
California Bank & Trust February 1999 - February 2004
Orange County Hispanic Chamber of Commerce 1992 - 1996
Skills
Asset Based Lending, Consumer Lending, Cash Management, SBA 504, Treasury Management, Construction Loans, Credit Risk, Retail Banking, Financial Analysis, Middle Market, SBA, Mortgage Lending, Business Development, Portfolio Management, Loans, Commercial Real Estate, Real Estate, Lines Of Credit, Commercial Lending, Financial Structuring, Credit Analysis, Credit, Commercial Banking
Education
Loyola Marymount University, College of Business Administration 1973 — 1976
Citizens Business Bank February 2004 - Present
Kiwanis of Brea 2010 - 2013
California Bank & Trust February 1999 - February 2004
Orange County Hispanic Chamber of Commerce 1992 - 1996
Skills
Asset Based Lending, Consumer Lending, Cash Management, SBA 504, Treasury Management, Construction Loans, Credit Risk, Retail Banking, Financial Analysis, Middle Market, SBA, Mortgage Lending, Business Development, Portfolio Management, Loans, Commercial Real Estate, Real Estate, Lines Of Credit, Commercial Lending, Financial Structuring, Credit Analysis, Credit, Commercial Banking
Education
Loyola Marymount University, College of Business Administration 1973 — 1976
Kathleen Galvin's California Bank & Trust Experience November 1995 - Present
Job Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 1995 - Present
Torrey pines bank 1987 - 1990
Education
San Diego State University-California State University 1996 — 2000
Bachelors, Criminal Justice
California Bank & Trust November 1995 - Present
Torrey pines bank 1987 - 1990
Education
San Diego State University-California State University 1996 — 2000
Bachelors, Criminal Justice
Robin Garvey's California Bank & Trust Experience 2000 - February 2004
Job DJO Global
Industry Information Services
Experience
DJO December 2009 - Present
California Bank & Trust 2000 - February 2004
California Bank & Trust 1998 - 2000
Skills
Training, Call Centers, Customer Service, Team Building, Project Management, Cross-functional Team..., Process Improvement
Education
San Diego State University-California State University 1990 — 1992
BA, Journalism
DJO December 2009 - Present
California Bank & Trust 2000 - February 2004
California Bank & Trust 1998 - 2000
Skills
Training, Call Centers, Customer Service, Team Building, Project Management, Cross-functional Team..., Process Improvement
Education
San Diego State University-California State University 1990 — 1992
BA, Journalism
Peter LoCoco's California Bank & Trust Experience June 2007 - Present
Job Vice President, Relationship Management at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 2007 - Present
Skills
Commercial Lending, Loans, Banking, Credit, Real Estate, Cash Management, Finance, Credit Analysis, Commercial Banking, Small Business Lending, Mortgage Lending, Portfolio Management, Strategic Planning, Financial Analysis, Underwriting
Education
San Diego State University-California State University 2002 — 2005
management
California Bank & Trust June 2007 - Present
Skills
Commercial Lending, Loans, Banking, Credit, Real Estate, Cash Management, Finance, Credit Analysis, Commercial Banking, Small Business Lending, Mortgage Lending, Portfolio Management, Strategic Planning, Financial Analysis, Underwriting
Education
San Diego State University-California State University 2002 — 2005
management
Linda Permenter's California Bank & Trust Experience September 2011 - August 2014
Job MBA Candidate at University of Texas at Austin McCombs School of Business
Industry Marketing and Advertising
Experience
Amegy Bank August 2014 - Present
California Bank & Trust September 2011 - August 2014
Phoenix Suns November 2010 - September 2011
Phoenix Suns June 2010 - November 2010
Skills
Sports Marketing, Sports, Ticket Sales, Archtics, Event Management, Sales, Social Media, Customer Service, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (M.B.A.)
Rice University 2006 — 2010
BA, Psychology
Amegy Bank August 2014 - Present
California Bank & Trust September 2011 - August 2014
Phoenix Suns November 2010 - September 2011
Phoenix Suns June 2010 - November 2010
Skills
Sports Marketing, Sports, Ticket Sales, Archtics, Event Management, Sales, Social Media, Customer Service, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (M.B.A.)
Rice University 2006 — 2010
BA, Psychology
Leeanne Antonio's California Bank & Trust Experience August 2015 - Present
Job Marketing Strategist & Brand Professional
Industry Marketing and Advertising
Experience
California Bank & Trust August 2015 - Present
California Bank & Trust August 2014 - August 2015
cor • us • cate April 2014 - August 2014
cor • us • cate April 2014 - June 2014
LEGOLAND California Resort January 2013 - March 2014
LEGOLAND California Resort March 2011 - April 2013
San Diego Ad Club October 2010 - January 2011
MeadsDurket June 2007 - July 2010
MeadsDurket March 2006 - May 2007
Bulldog Drummond January 2006 - March 2006
Skills
Brand Management, Advertising, Integrated Marketing, Marketing Strategy, Brand Development, Social Media Marketing, Digital Marketing, Marketing Communications, Copywriting, Partnerships, Online Advertising, Event Management, Creative Direction, Management, Social Media, E-commerce, Marketing, Strategic Planning, Sponsorship, Public Relations, Online Marketing, Radio, Account Management, Leadership, Media Planning, Market Research, Managing Agency..., Increasing Brand..., Direct Marketing, Digital Strategy, Strategy, Social Networking, Partner Management, SEO, Facebook Marketing, Marketing Budget..., Strategic Partnerships, Facebook, Website Promotion, Facebook Fan Page..., Twitter, Mobile Marketing, Social Media Consulting, Online Content, Online Contests, Sweepstakes, Production Managment, Viral Marketing
Education
San Diego State University College of Extended Studies
In progress: Professional Certificate
San Diego State University-California State University
Bachelor of Arts
California Bank & Trust August 2015 - Present
California Bank & Trust August 2014 - August 2015
cor • us • cate April 2014 - August 2014
cor • us • cate April 2014 - June 2014
LEGOLAND California Resort January 2013 - March 2014
LEGOLAND California Resort March 2011 - April 2013
San Diego Ad Club October 2010 - January 2011
MeadsDurket June 2007 - July 2010
MeadsDurket March 2006 - May 2007
Bulldog Drummond January 2006 - March 2006
Skills
Brand Management, Advertising, Integrated Marketing, Marketing Strategy, Brand Development, Social Media Marketing, Digital Marketing, Marketing Communications, Copywriting, Partnerships, Online Advertising, Event Management, Creative Direction, Management, Social Media, E-commerce, Marketing, Strategic Planning, Sponsorship, Public Relations, Online Marketing, Radio, Account Management, Leadership, Media Planning, Market Research, Managing Agency..., Increasing Brand..., Direct Marketing, Digital Strategy, Strategy, Social Networking, Partner Management, SEO, Facebook Marketing, Marketing Budget..., Strategic Partnerships, Facebook, Website Promotion, Facebook Fan Page..., Twitter, Mobile Marketing, Social Media Consulting, Online Content, Online Contests, Sweepstakes, Production Managment, Viral Marketing
Education
San Diego State University College of Extended Studies
In progress: Professional Certificate
San Diego State University-California State University
Bachelor of Arts
Jan Mitrovich's California Bank & Trust Experience March 2013 - Present
Job SVP Director Corporate Services
Industry Banking
Experience
California Bank & Trust March 2013 - Present
California Bank & Trust March 2003 - March 2013
Skills
Banking, Vendor Management, Compliance, Treasury Management..., Product Development, project management, Mergers and Acquisitions, Project Management, Sales Management, Customer Service
Education
Pacific Coast Banking School 2010 — 2012
Masters, Banking and Financial Support Services
San Diego State University-California State University 1978 — 1980
BA, Psychology
California Bank & Trust March 2013 - Present
California Bank & Trust March 2003 - March 2013
Skills
Banking, Vendor Management, Compliance, Treasury Management..., Product Development, project management, Mergers and Acquisitions, Project Management, Sales Management, Customer Service
Education
Pacific Coast Banking School 2010 — 2012
Masters, Banking and Financial Support Services
San Diego State University-California State University 1978 — 1980
BA, Psychology
James Pratel's California Bank & Trust Experience April 2004 - March 2009
Job Accounting Professional
Industry Accounting
Experience
California Bank & Trust April 2004 - March 2009
Anacomp Inc. 2000 - 2002
Hunter Industries May 1988 - February 2000
Skills
Cash Management, Financial Analysis, Accounting, Forecasting, Budgeting, Financial Modeling, Budgets, Cash Flow, Accounts Payable, Credit, General Ledger, Analysis, Banking, Financial Statements, Payroll, Treasury Management, Variance Analysis, Financial Reporting, Financial Accounting, Finance, Auditing
Education
Lacrosse University 2002 — 2004
Master's, Business Administration
San Diego State University-California State University 1986 — 1989
Bachelor's, Economics
California Bank & Trust April 2004 - March 2009
Anacomp Inc. 2000 - 2002
Hunter Industries May 1988 - February 2000
Skills
Cash Management, Financial Analysis, Accounting, Forecasting, Budgeting, Financial Modeling, Budgets, Cash Flow, Accounts Payable, Credit, General Ledger, Analysis, Banking, Financial Statements, Payroll, Treasury Management, Variance Analysis, Financial Reporting, Financial Accounting, Finance, Auditing
Education
Lacrosse University 2002 — 2004
Master's, Business Administration
San Diego State University-California State University 1986 — 1989
Bachelor's, Economics
Marcella King, PMP's California Bank & Trust Experience October 2013 - October 2014
Job Experienced Finance Professional
Industry Banking
Experience
Union Bank 2015 - 2015
Union Bank 2015 - 2015
Union Bank 2015 - 2015
California Bank & Trust October 2013 - October 2014
Mental Health Systems December 2008 - October 2013
Mental Health Systems, Inc. December 2007 - November 2008
Aquarela Fitness Attire July 2004 - January 2007
Contractor - Accounting Specialist July 2003 - February 2006
Skills
Budgets, Process Improvement, Microsoft Excel, Forecasting, Microsoft Office, PowerPoint, Project Management, Financial Reporting, Training, Microsoft Word, Negotiation, Management, Analysis, Project Planning, Accounting, Financial Audits, RFP, General Ledger, Aging Reports, Outlook, Leadership, Communication Skills, Cost Management, Time Management, Problem Solving, Great Plains Software, QuickBooks, SAP, Marketing, Nonprofits, Proposal Writing, Account Reconciliation, Customer Service, Sales, Financial Analysis, Finance, Spanish, Program Management
Education
San Diego State University-California State University 2009 — 2010
Project Management Certificate
San Diego State University-California State University 2003 — 2006
B.A., International Business
Union Bank 2015 - 2015
Union Bank 2015 - 2015
Union Bank 2015 - 2015
California Bank & Trust October 2013 - October 2014
Mental Health Systems December 2008 - October 2013
Mental Health Systems, Inc. December 2007 - November 2008
Aquarela Fitness Attire July 2004 - January 2007
Contractor - Accounting Specialist July 2003 - February 2006
Skills
Budgets, Process Improvement, Microsoft Excel, Forecasting, Microsoft Office, PowerPoint, Project Management, Financial Reporting, Training, Microsoft Word, Negotiation, Management, Analysis, Project Planning, Accounting, Financial Audits, RFP, General Ledger, Aging Reports, Outlook, Leadership, Communication Skills, Cost Management, Time Management, Problem Solving, Great Plains Software, QuickBooks, SAP, Marketing, Nonprofits, Proposal Writing, Account Reconciliation, Customer Service, Sales, Financial Analysis, Finance, Spanish, Program Management
Education
San Diego State University-California State University 2009 — 2010
Project Management Certificate
San Diego State University-California State University 2003 — 2006
B.A., International Business
Douglas Frazier's California Bank & Trust Experience August 1999 - April 2001
Job Owner, PDF Real Estate Consulting, LLC
Industry Real Estate
Experience
PDF Real Estate Consulting, LLC November 2001 - Present
California Bank & Trust August 1999 - April 2001
Bank One, Arizona, NA, Real Estate Finance Division 1991 - 1999
Valley National Bank August 1989 - August 1991
Skills
Construction Loans, Investors, Real Estate, Residential, Banking, Loans, Residential Homes, Investment Properties, REO, Foreclosures, Referrals, HUD, Real Property, Buyer Representation, Real Estate Financing, Commercial Real Estate, 1031 Exchanges, Short Sales, Residential Mortgages, Rentals, Disposition, Sellers, Leases, VA loans, Credit, Listings, Vacation Homes, Single Family Homes, Real Estate Transactions, Selling, First Time Home Buyers, New Home Sales, SFR, Real Estate Development, FHA, Buyers, Income Properties, Investments, Mortgage Lending, ABR, Mortgage Banking, Relocation, Refinance, Loan Origination, Commercial Mortgages, Luxury, Property Management, Real Estate Economics, Condos, Brokerage
Education
University of Tennessee-Knoxville
Engineering
Marshall University
Business
PDF Real Estate Consulting, LLC November 2001 - Present
California Bank & Trust August 1999 - April 2001
Bank One, Arizona, NA, Real Estate Finance Division 1991 - 1999
Valley National Bank August 1989 - August 1991
Skills
Construction Loans, Investors, Real Estate, Residential, Banking, Loans, Residential Homes, Investment Properties, REO, Foreclosures, Referrals, HUD, Real Property, Buyer Representation, Real Estate Financing, Commercial Real Estate, 1031 Exchanges, Short Sales, Residential Mortgages, Rentals, Disposition, Sellers, Leases, VA loans, Credit, Listings, Vacation Homes, Single Family Homes, Real Estate Transactions, Selling, First Time Home Buyers, New Home Sales, SFR, Real Estate Development, FHA, Buyers, Income Properties, Investments, Mortgage Lending, ABR, Mortgage Banking, Relocation, Refinance, Loan Origination, Commercial Mortgages, Luxury, Property Management, Real Estate Economics, Condos, Brokerage
Education
University of Tennessee-Knoxville
Engineering
Marshall University
Business
Nathan Morgan's California Bank & Trust Experience December 2013 - June 2015
Job Senior Commercial Credit Analyst at AmericanWest Bank
Industry Financial Services
Experience
AmericanWest Bank June 2015 - Present
California Bank & Trust December 2013 - June 2015
Zions Bancorporation February 2011 - November 2013
Zions Bancorporation February 2011 - June 2012
Deseret First Credit Union November 2008 - February 2011
Deseret First Credit Union November 2008 - February 2011
Deseret First Credit Union November 2008 - February 2011
Deseret First Credit Union November 2008 - February 2011
Xcel Fitness November 2006 - May 2008
Xcel Fitness April 2006 - November 2006
Skills
Loans, Mortgage Lending, Credit, Customer Service, Small Business, Commercial Lending, Banking, Small Business Lending, Financial Analysis, Credit Analysis, Commercial Banking, Credit Risk, Finance, Management, Leadership, Auditing, Retail Banking, Underwriting, Commercial Underwriting
Education
Utah State University - Jon M. Huntsman School of Business 2011 — 2012
Bachelor of Business., Buisness
Salt Lake Community College 2007 — 2010
Associate of Science (A.S.), Business
Jordan High School 2004 — 2007
High School Deploma, General Studies
AmericanWest Bank June 2015 - Present
California Bank & Trust December 2013 - June 2015
Zions Bancorporation February 2011 - November 2013
Zions Bancorporation February 2011 - June 2012
Deseret First Credit Union November 2008 - February 2011
Deseret First Credit Union November 2008 - February 2011
Deseret First Credit Union November 2008 - February 2011
Deseret First Credit Union November 2008 - February 2011
Xcel Fitness November 2006 - May 2008
Xcel Fitness April 2006 - November 2006
Skills
Loans, Mortgage Lending, Credit, Customer Service, Small Business, Commercial Lending, Banking, Small Business Lending, Financial Analysis, Credit Analysis, Commercial Banking, Credit Risk, Finance, Management, Leadership, Auditing, Retail Banking, Underwriting, Commercial Underwriting
Education
Utah State University - Jon M. Huntsman School of Business 2011 — 2012
Bachelor of Business., Buisness
Salt Lake Community College 2007 — 2010
Associate of Science (A.S.), Business
Jordan High School 2004 — 2007
High School Deploma, General Studies
Cindy Chou's California Bank & Trust Experience August 2014 - Present
Job Credit Analyst
Industry Financial Services
Experience
California Bank & Trust August 2014 - Present
Preferred Bank June 2012 - July 2014
Fubon Bank March 2011 - June 2012
DACO Semiconductor Co., Ltd. November 2008 - March 2010
Deutsche Asset Management April 2006 - August 2008
Skills
Banking, Cash Flow, Outlook, Bloomberg, Credit, Microsoft Office, Credit Analysis, Mutual Funds, Forecasting, Financial Reporting, Financial Analysis, Finance, Accounting, Investments, Loans, Commercial Banking, Commercial Lending, Asset Management
Education
San Diego State University-California State University
Master of Business Administration (MBA), International Business
University of Houston, C.T. Bauer College of Business
Bachelor's degree, Finance
California Bank & Trust August 2014 - Present
Preferred Bank June 2012 - July 2014
Fubon Bank March 2011 - June 2012
DACO Semiconductor Co., Ltd. November 2008 - March 2010
Deutsche Asset Management April 2006 - August 2008
Skills
Banking, Cash Flow, Outlook, Bloomberg, Credit, Microsoft Office, Credit Analysis, Mutual Funds, Forecasting, Financial Reporting, Financial Analysis, Finance, Accounting, Investments, Loans, Commercial Banking, Commercial Lending, Asset Management
Education
San Diego State University-California State University
Master of Business Administration (MBA), International Business
University of Houston, C.T. Bauer College of Business
Bachelor's degree, Finance
Tony Spinogatti's California Bank & Trust Experience March 2009 - March 2012
Job Senior Vice President at Manufacturers Bank
Industry Banking
Experience
Manufacturers Bank March 2012 - Present
California Bank & Trust March 2009 - March 2012
Alliance Bank 2003 - 2009
Alliance Bank 2003 - 2009
GE Capital June 2000 - June 2003
Skills
Commercial Lending, Asset Based Lending, Underwriting, Credit, Loans, Credit Analysis, Risk Management, Middle Market, Commercial Banking, Structured Finance, Commercial Mortgages, Lines Of Credit, Small Business Lending, Banking, Factoring, Trade Finance, SBA, Funding, Cash Flow Lending, Investment Banking, Cash Flow, Mortgage Lending, Mergers & Acquisitions, Portfolio Management, Finance, Credit Risk, Financial Structuring, Treasury Management, Loan Origination, Commercial Finance, Consumer Lending, Financial Risk, Cash Management, SBA 504
Education
Mercy College 1970 — 1973
Finance, General
Manufacturers Bank March 2012 - Present
California Bank & Trust March 2009 - March 2012
Alliance Bank 2003 - 2009
Alliance Bank 2003 - 2009
GE Capital June 2000 - June 2003
Skills
Commercial Lending, Asset Based Lending, Underwriting, Credit, Loans, Credit Analysis, Risk Management, Middle Market, Commercial Banking, Structured Finance, Commercial Mortgages, Lines Of Credit, Small Business Lending, Banking, Factoring, Trade Finance, SBA, Funding, Cash Flow Lending, Investment Banking, Cash Flow, Mortgage Lending, Mergers & Acquisitions, Portfolio Management, Finance, Credit Risk, Financial Structuring, Treasury Management, Loan Origination, Commercial Finance, Consumer Lending, Financial Risk, Cash Management, SBA 504
Education
Mercy College 1970 — 1973
Finance, General
Elsa Monte's California Bank & Trust Experience January 2000 - April 2010
Job Senior Vice President Community Reinvestment at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank January 2014 - Present
California Bank & Trust January 2000 - April 2010
Eldorado Bank 1998 - 2000
Comerica Bank of California 1996 - 1998
Union Federal Savings Bank January 1990 - July 1995
Skills
Loans, Mortgage Lending, Banking, AML, Commercial Lending, Community Reinvestment..., Financial Regulation, Credit, HMDA, Bilingual-English/Spanis..., Commercial Banking, OTS, Community Development, Community Service, Community Outreach, Fair Housing Law, OFAC, Loan Origination, Credit Analysis, Regulations, Consumer Lending, Bank Secrecy Act, SBA
Education
Orange Coast College
Associate of Arts
Pacific Western Bank January 2014 - Present
California Bank & Trust January 2000 - April 2010
Eldorado Bank 1998 - 2000
Comerica Bank of California 1996 - 1998
Union Federal Savings Bank January 1990 - July 1995
Skills
Loans, Mortgage Lending, Banking, AML, Commercial Lending, Community Reinvestment..., Financial Regulation, Credit, HMDA, Bilingual-English/Spanis..., Commercial Banking, OTS, Community Development, Community Service, Community Outreach, Fair Housing Law, OFAC, Loan Origination, Credit Analysis, Regulations, Consumer Lending, Bank Secrecy Act, SBA
Education
Orange Coast College
Associate of Arts
Glenn Chiou's California Bank & Trust Experience July 2009 - August 2011
Job Renewals Manager, Customer Success at Zuora, Certified PMP
Industry Computer Software
Experience
Zuora March 2015 - Present
Loring Ward September 2011 - March 2015
California Bank & Trust July 2009 - August 2011
Caterpillar Inc. May 2008 - August 2008
Skills
Financial Analysis, Business Development, Salesforce.com, Relationship Management, Project Management, Program Management, PMP, Production Management, Change Management, Process Improvement, Innovation Development, Wealth Management..., Marketing Communications, Marketing Strategy, Vendor Management, Web Development, Web Content Management, Enterprise Content..., Document Managment, Big Data, Marketo, Eloqua, Box.com, QuickBase, Microsoft Project, SharePoint, Microsoft Excel, PowerPoint, Pricing, Financial Reporting, SurveyMonkey, Business Strategy, Banking, Finance, Management, Billing Systems, Billing, ERP
Education
Purdue University 2004 — 2008
Bachelors Science, Business Management, Finance, International Business
上智大学 / Sophia University 2006 — 2007
One year study abroad student.
Zuora March 2015 - Present
Loring Ward September 2011 - March 2015
California Bank & Trust July 2009 - August 2011
Caterpillar Inc. May 2008 - August 2008
Skills
Financial Analysis, Business Development, Salesforce.com, Relationship Management, Project Management, Program Management, PMP, Production Management, Change Management, Process Improvement, Innovation Development, Wealth Management..., Marketing Communications, Marketing Strategy, Vendor Management, Web Development, Web Content Management, Enterprise Content..., Document Managment, Big Data, Marketo, Eloqua, Box.com, QuickBase, Microsoft Project, SharePoint, Microsoft Excel, PowerPoint, Pricing, Financial Reporting, SurveyMonkey, Business Strategy, Banking, Finance, Management, Billing Systems, Billing, ERP
Education
Purdue University 2004 — 2008
Bachelors Science, Business Management, Finance, International Business
上智大学 / Sophia University 2006 — 2007
One year study abroad student.
Rachel Moriarty's California Bank & Trust Experience December 2013 - May 2015
Job Owner | Interior Decorator | Design Consultant at Rachel Moriarty Interiors
Industry Design
Experience
Rachel Moriarty Interiors March 2006 - Present
California Bank & Trust December 2013 - May 2015
San Diego Private Bank February 2012 - November 2013
San Diego National Bank / US Bank March 2008 - February 2012
Self / Ethan Allen / Bassett Home Furnishings March 2006 - August 2008
Maison Jaune Inc. ~ Posies Children's Boutique January 2003 - March 2006
Hanover Direct, Inc. April 1993 - January 2003
Skills
Commercial Banking, Credit, Small Business Lending, Lines Of Credit, Cash Management, Loan Origination, Financial Analysis, Finance, Treasury Management, Deposits, Credit Cards, Branch Banking, Customer Service, Cross Selling, Consumer Lending, Commercial Lending, Credit Analysis, Loans, Portfolio Management, Retail Banking
Education
IRIS - Interior Redesign Industry Specialists
Interior Redesign & Home Staging
San Diego Mesa College
Marketing
Southwestern College
Art History / General Education
Rachel Moriarty Interiors March 2006 - Present
California Bank & Trust December 2013 - May 2015
San Diego Private Bank February 2012 - November 2013
San Diego National Bank / US Bank March 2008 - February 2012
Self / Ethan Allen / Bassett Home Furnishings March 2006 - August 2008
Maison Jaune Inc. ~ Posies Children's Boutique January 2003 - March 2006
Hanover Direct, Inc. April 1993 - January 2003
Skills
Commercial Banking, Credit, Small Business Lending, Lines Of Credit, Cash Management, Loan Origination, Financial Analysis, Finance, Treasury Management, Deposits, Credit Cards, Branch Banking, Customer Service, Cross Selling, Consumer Lending, Commercial Lending, Credit Analysis, Loans, Portfolio Management, Retail Banking
Education
IRIS - Interior Redesign Industry Specialists
Interior Redesign & Home Staging
San Diego Mesa College
Marketing
Southwestern College
Art History / General Education
Stephanie Hurley's California Bank & Trust Experience January 2008 - November 2008
Job Secondary Marketing at Peoples Mortgage Company
Industry Banking
Experience
Peoples Mortgage Company March 2011 - Present
California Bank & Trust January 2008 - November 2008
American Sterling Bank 2005 - 2007
Skills
Mortgage Banking, Commercial Banking, Loans
Education
Rio Salado College 2008 — 2011
Peoples Mortgage Company March 2011 - Present
California Bank & Trust January 2008 - November 2008
American Sterling Bank 2005 - 2007
Skills
Mortgage Banking, Commercial Banking, Loans
Education
Rio Salado College 2008 — 2011
Tim Selchau's California Bank & Trust Experience September 2000 - Present
Job Vice President Team Leader at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2000 - Present
Sunwest Bank January 1998 - September 2000
City National Bank October 1994 - January 1998
Eldorado Bank July 1991 - September 1994
Bank of San Pedro October 1986 - July 1991
National University January 1988 - August 1989
First Los Angeles Bank November 1984 - October 1986
Lloyds Bank California November 1983 - October 1984
Bank of America May 1980 - November 1983
Skills
Commercial Banking, Commercial Lending, Small Business Lending, SBA, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Credit, Credit Analysis, Loans, Banking, Treasury Management, Underwriting, Credit Risk, Construction Loans, Cash Management, Retail Banking, Portfolio Management, Mortgage Lending, Private Banking, Deposits, Commercial Finance, Consumer Lending, Financial Structuring, Financial Analysis, Structured Finance, Middle Market, Cash Flow Lending, Factoring, Financial Services, Real Estate Financing, Finance, Loan Origination, Trade Finance, Letters of Credit, Commercial Real Estate
Education
Pepperdine University 1985 — 1987
MBA, Business
California State University - Long Beach 1977 — 1982
BS, Financial Management
California Bank & Trust September 2000 - Present
Sunwest Bank January 1998 - September 2000
City National Bank October 1994 - January 1998
Eldorado Bank July 1991 - September 1994
Bank of San Pedro October 1986 - July 1991
National University January 1988 - August 1989
First Los Angeles Bank November 1984 - October 1986
Lloyds Bank California November 1983 - October 1984
Bank of America May 1980 - November 1983
Skills
Commercial Banking, Commercial Lending, Small Business Lending, SBA, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Credit, Credit Analysis, Loans, Banking, Treasury Management, Underwriting, Credit Risk, Construction Loans, Cash Management, Retail Banking, Portfolio Management, Mortgage Lending, Private Banking, Deposits, Commercial Finance, Consumer Lending, Financial Structuring, Financial Analysis, Structured Finance, Middle Market, Cash Flow Lending, Factoring, Financial Services, Real Estate Financing, Finance, Loan Origination, Trade Finance, Letters of Credit, Commercial Real Estate
Education
Pepperdine University 1985 — 1987
MBA, Business
California State University - Long Beach 1977 — 1982
BS, Financial Management
Jeff Kachel's California Bank & Trust Experience March 2004 - November 2008
Job
Industry
Experience
Colorado Business Bank February 2015 - Present
Vectra Bank Colorado November 2008 - February 2015
California Bank & Trust March 2004 - November 2008
Education
San Diego State University-California State University
Bachelor of Science, Economics
Colorado Business Bank February 2015 - Present
Vectra Bank Colorado November 2008 - February 2015
California Bank & Trust March 2004 - November 2008
Education
San Diego State University-California State University
Bachelor of Science, Economics
Adriana Rendon-Miranda's California Bank & Trust Experience May 2005 - June 2007
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
San Diego Metropolitan Credit Union January 2008 - January 2009
California Bank & Trust May 2005 - June 2007
CC Event Design 2004 - 2007
Education
Mount Saint Mary's University 2001 — 2005
Bachelor of Arts, Business Administration
San Diego Metropolitan Credit Union January 2008 - January 2009
California Bank & Trust May 2005 - June 2007
CC Event Design 2004 - 2007
Education
Mount Saint Mary's University 2001 — 2005
Bachelor of Arts, Business Administration
Anthony Noronha's California Bank & Trust Experience August 2009 - December 2013
Job Accounts Payable / Payroll / HR at American Residential Services
Industry Banking
Experience
American Residential Services September 2014 - Present
Paramount Residential Mortgage Group Inc. (PRMG Inc.) July 2014 - August 2014
California Bank & Trust August 2009 - December 2013
Vineyard Bank January 2007 - August 2009
Wescom Credit Union July 2007 - December 2007
Premier Service Bank September 2006 - June 2007
Skills
Banking, Management, Payroll, Customer Service, Human Resources
Education
Los Angeles City College 1982 — 1985
Associate of Arts (AA), Engineering
Hollywood High School 1979 — 1982
Diploma, Finance, General
American Residential Services September 2014 - Present
Paramount Residential Mortgage Group Inc. (PRMG Inc.) July 2014 - August 2014
California Bank & Trust August 2009 - December 2013
Vineyard Bank January 2007 - August 2009
Wescom Credit Union July 2007 - December 2007
Premier Service Bank September 2006 - June 2007
Skills
Banking, Management, Payroll, Customer Service, Human Resources
Education
Los Angeles City College 1982 — 1985
Associate of Arts (AA), Engineering
Hollywood High School 1979 — 1982
Diploma, Finance, General
Amal Lahoud's California Bank & Trust Experience 1998 - 2000
Job Director at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance Corporate Finance GroupArthur Andersen2000 - 2002
California Bank & Trust 1998 - 2000
Wells Fargo Bank January 1992 - December 1998
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Finance
Loyola Marymount University 1989 — 1993
BS, Finance
KPMG Corporate Finance Corporate Finance GroupArthur Andersen2000 - 2002
California Bank & Trust 1998 - 2000
Wells Fargo Bank January 1992 - December 1998
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Finance
Loyola Marymount University 1989 — 1993
BS, Finance
Brian Floren's California Bank & Trust Experience January 2000 - December 2001
Job Customer Service Professional
Industry Consumer Services
Experience
OCSI September 2008 - September 2009
Collectors Universe September 2004 - February 2008
Solidium Credit Recovery December 2001 - August 2004
California Bank & Trust January 2000 - December 2001
California Federal Bank October 1998 - November 2001
Skills
Word, Excel, Microsoft Office, Customer Relations, Customer Service, Customer Retention, Google Docs, Social Media, Social Media Marketing, Social Networking, Administration
Education
Saddleback College 2007 — 2008
Emergency Medical Technician
OCSI September 2008 - September 2009
Collectors Universe September 2004 - February 2008
Solidium Credit Recovery December 2001 - August 2004
California Bank & Trust January 2000 - December 2001
California Federal Bank October 1998 - November 2001
Skills
Word, Excel, Microsoft Office, Customer Relations, Customer Service, Customer Retention, Google Docs, Social Media, Social Media Marketing, Social Networking, Administration
Education
Saddleback College 2007 — 2008
Emergency Medical Technician
Stephanie Whitmyer's California Bank & Trust Experience February 2001 - March 2006
Job Quality Assurance Manager at Nevada State Bank
Industry Banking
Experience
Nevada State Bank March 2006 - Present
California Bank & Trust February 2001 - March 2006
Education
San Diego State University-California State University
Nevada State Bank March 2006 - Present
California Bank & Trust February 2001 - March 2006
Education
San Diego State University-California State University
Dorothy Thomas's California Bank & Trust Experience 1994 - 2000
Job Senior Vice President at Premier Valley Bank
Industry Banking
Experience
Premier Valley Bank October 2012 - Present
Premier Valley Bank September 2010 - Present
Excel National Bank August 2006 - June 2010
Comerica Bank May 2000 - July 2006
California Bank & Trust 1994 - 2000
Skills
Commercial Lending, SBA, Credit Analysis, Loans, Commercial Banking, Small Business Lending, Lines Of Credit, Commercial Mortgages, Cash Flow Lending, Loan Origination, Credit, Underwriting, Mortgage Lending, Credit Risk, Real Estate Financing, Construction Loans, Asset Based Lending, Mortgage Banking, Refinance, Consumer Lending, Banking, Portfolio Management
Education
Northwood University
Business Administration and Management, General
Premier Valley Bank October 2012 - Present
Premier Valley Bank September 2010 - Present
Excel National Bank August 2006 - June 2010
Comerica Bank May 2000 - July 2006
California Bank & Trust 1994 - 2000
Skills
Commercial Lending, SBA, Credit Analysis, Loans, Commercial Banking, Small Business Lending, Lines Of Credit, Commercial Mortgages, Cash Flow Lending, Loan Origination, Credit, Underwriting, Mortgage Lending, Credit Risk, Real Estate Financing, Construction Loans, Asset Based Lending, Mortgage Banking, Refinance, Consumer Lending, Banking, Portfolio Management
Education
Northwood University
Business Administration and Management, General
Gail Montag's California Bank & Trust Experience June 2012 - Present
Job Looking for a Human Resources position
Industry Banking
Experience
California Bank & Trust June 2012 - Present
University of Southern California September 2010 - December 2011
La Mesa / Spring Valley School District, La Mesa, CA August 2006 - December 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Teamwork, Photoshop, Public Speaking, English, Event Planning, Research, Makeup Artistry, Retail, Marketing, Time Management, Social Networking, Fashion, Cosmetics, Public Relations
Education
University of Southern California 2009 — 2011
Bachelor of Arts (B.A.), Psychology, Cum Laude
San Diego State University-California State University 2007 — 2009
Business Administration
California Bank & Trust June 2012 - Present
University of Southern California September 2010 - December 2011
La Mesa / Spring Valley School District, La Mesa, CA August 2006 - December 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Teamwork, Photoshop, Public Speaking, English, Event Planning, Research, Makeup Artistry, Retail, Marketing, Time Management, Social Networking, Fashion, Cosmetics, Public Relations
Education
University of Southern California 2009 — 2011
Bachelor of Arts (B.A.), Psychology, Cum Laude
San Diego State University-California State University 2007 — 2009
Business Administration
Terri Castillo's California Bank & Trust Experience
Job Vice President & Commercial Banking Office at California Bank & Trust
Industry Banking
Experience
California Bank & Trust
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Loans, Credit Analysis, SBA, Commercial Mortgages, Credit, Banking, Cash Flow Lending, Asset Based Lending
Education
Saint Louis University (PH)
Bachelor of Arts (BA), English Language and Literature/Letters
California Bank & Trust
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Loans, Credit Analysis, SBA, Commercial Mortgages, Credit, Banking, Cash Flow Lending, Asset Based Lending
Education
Saint Louis University (PH)
Bachelor of Arts (BA), English Language and Literature/Letters
Terri Turner-Stanton's California Bank & Trust Experience January 1998 - Present
Job Credit Analysis at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 1998 - Present
Education
Laney College
Accounting, B
California Bank & Trust January 1998 - Present
Education
Laney College
Accounting, B
Nina Kissling's California Bank & Trust Experience April 2012 - Present
Job Customer Service Representative at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2012 - Present
Pacific Western Bank 2010 - 2012
US Bank January 2005 - September 2010
Skills
Customer Service, Cash Handling, vault teller, new accounts, Excel, Great People Skills, Outlook, sales, Training New Employees, Time Management, Telephone Skills, Customer Retention, Cash Flow, Microsoft Excel, Risk Management, Sales, Commercial Banking, Credit, Accounts Payable, Small Business Lending, Finance, Credit Analysis, New Hire Training, Financial Analysis, Customer Satisfaction, Loans, Access
Education
San Pasqual High School 1995 — 1999
High School Diploma, Educational Leadership and Administration, General
Palomar College
California Bank & Trust April 2012 - Present
Pacific Western Bank 2010 - 2012
US Bank January 2005 - September 2010
Skills
Customer Service, Cash Handling, vault teller, new accounts, Excel, Great People Skills, Outlook, sales, Training New Employees, Time Management, Telephone Skills, Customer Retention, Cash Flow, Microsoft Excel, Risk Management, Sales, Commercial Banking, Credit, Accounts Payable, Small Business Lending, Finance, Credit Analysis, New Hire Training, Financial Analysis, Customer Satisfaction, Loans, Access
Education
San Pasqual High School 1995 — 1999
High School Diploma, Educational Leadership and Administration, General
Palomar College
Michelle Woolfolk's California Bank & Trust Experience October 2007 - May 2010
Job Social Worker
Industry Mental Health Care
Experience
Chase Care Center July 2013 - Present
H&R Block 2011 - Present
Hanbleceya Therapeutic Community October 2010 - February 2011
California Bank & Trust October 2007 - May 2010
Skills
Tax Preparation, Case Managment, Spanish, Typing, Rehabilitation..., Early Childhood..., Child Development, Group Homes
Education
San Diego State University-California State University 2008 — 2013
Bacherlor of Arts, Psychology
San Diego City College
Associate of Arts (A.A.), Psychology
San Diego State University-California State University
Bachelor's degree, Social Work
Chase Care Center July 2013 - Present
H&R Block 2011 - Present
Hanbleceya Therapeutic Community October 2010 - February 2011
California Bank & Trust October 2007 - May 2010
Skills
Tax Preparation, Case Managment, Spanish, Typing, Rehabilitation..., Early Childhood..., Child Development, Group Homes
Education
San Diego State University-California State University 2008 — 2013
Bacherlor of Arts, Psychology
San Diego City College
Associate of Arts (A.A.), Psychology
San Diego State University-California State University
Bachelor's degree, Social Work
Deborah Marie O'Neal's California Bank & Trust Experience January 1999 - January 2004
Job VP Branch Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2007 - Present
Comerica Bank April 2007 - April 2012
Comerica Bank April 2007 - April 2012
First Republic Bank September 2004 - November 2006
California Bank & Trust January 1999 - January 2004
Union Bank Of California January 1995 - January 1999
Security Pacific Bank January 1989 - January 1995
Chase Manhattan Financial Services, Division of Chase Manhattan Bank January 1983 - January 1989
Skills
Extremely motivated !, to achieve all goals..., Social Networking, Highly Dedicated, Job Coaching
Education
Goldenwest College
General Business Studies
Orange Coast College
General Business Studies
Comerica Bank April 2007 - Present
Comerica Bank April 2007 - April 2012
Comerica Bank April 2007 - April 2012
First Republic Bank September 2004 - November 2006
California Bank & Trust January 1999 - January 2004
Union Bank Of California January 1995 - January 1999
Security Pacific Bank January 1989 - January 1995
Chase Manhattan Financial Services, Division of Chase Manhattan Bank January 1983 - January 1989
Skills
Extremely motivated !, to achieve all goals..., Social Networking, Highly Dedicated, Job Coaching
Education
Goldenwest College
General Business Studies
Orange Coast College
General Business Studies
Kanani Kurzet's California Bank & Trust Experience August 2000 - July 2001
Job Experienced FullCharge Bookkeeper
Industry Accounting
Experience
Hillcrest Beverly Oil Corporation April 2002 - January 2012
Mega Brands March 2005 - September 2008
California Bank & Trust August 2000 - July 2001
ElegantShopping.com May 1999 - March 2000
Hi-Val Inc. January 1996 - February 1999
Skills
Accounts Payable, Accounts Receivable, Invoicing, Invoice Processing, Expenses, Payments, Bookkeeping, Records Management, Journal Entries, General Ledger, Team Building, Team Leadership, Spreadsheets, Accounting, Accounting Applications, Microsoft Office, Sage Accounts, QuickBooks, Quicken, Account Reconciliation, Accruals, Payroll, Depreciation, Auditing
Education
Oregon State University
Hillcrest Beverly Oil Corporation April 2002 - January 2012
Mega Brands March 2005 - September 2008
California Bank & Trust August 2000 - July 2001
ElegantShopping.com May 1999 - March 2000
Hi-Val Inc. January 1996 - February 1999
Skills
Accounts Payable, Accounts Receivable, Invoicing, Invoice Processing, Expenses, Payments, Bookkeeping, Records Management, Journal Entries, General Ledger, Team Building, Team Leadership, Spreadsheets, Accounting, Accounting Applications, Microsoft Office, Sage Accounts, QuickBooks, Quicken, Account Reconciliation, Accruals, Payroll, Depreciation, Auditing
Education
Oregon State University
Kristin Casillas's California Bank & Trust Experience May 2014 - Present
Job Customer Service Assistant at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust May 2014 - Present
Bexil American Mortgage Inc. January 2013 - September 2013
U.S. Bank May 2012 - December 2012
LPL Financial May 2011 - May 2012
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Underwriting, Loan Origination, Residential Mortgages, Mortgage Underwriting, Credit, USDA, Credit Analysis, Banking, Risk Management, VA loans, Loan Servicing
Education
San Diego State University-California State University
California Bank & Trust May 2014 - Present
Bexil American Mortgage Inc. January 2013 - September 2013
U.S. Bank May 2012 - December 2012
LPL Financial May 2011 - May 2012
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Underwriting, Loan Origination, Residential Mortgages, Mortgage Underwriting, Credit, USDA, Credit Analysis, Banking, Risk Management, VA loans, Loan Servicing
Education
San Diego State University-California State University
Robin Rivera's California Bank & Trust Experience July 1999 - May 2011
Job Corporate Secretary at Serra Mesa Recreation Council
Industry Banking
Experience
Serra Mesa Recreation Council November 2013 - Present
San Diego Zoo Global November 2011 - Present
California Bank & Trust July 1999 - May 2011
California Bank & Trust 2011 - 2011
Skills
Microsoft Office, Commitment to Customer..., Banking, Outlook, Customer Service, Microsoft Excel, Telephone Skills, Microsoft Word, Data Entry, Accounting, Time Management, Interviews, Administration, Training
Education
New Horizons Computer Learning 2013 — 2013
Certificate, Business Skills Program: MS Office
San Diego State University 1977 — 1980
Bachelor’s Degree, Family Studies and Consumer Science
San Diego Mesa College 1975 — 1977
Associate’s Degree, Home Economics
Serra Mesa Recreation Council November 2013 - Present
San Diego Zoo Global November 2011 - Present
California Bank & Trust July 1999 - May 2011
California Bank & Trust 2011 - 2011
Skills
Microsoft Office, Commitment to Customer..., Banking, Outlook, Customer Service, Microsoft Excel, Telephone Skills, Microsoft Word, Data Entry, Accounting, Time Management, Interviews, Administration, Training
Education
New Horizons Computer Learning 2013 — 2013
Certificate, Business Skills Program: MS Office
San Diego State University 1977 — 1980
Bachelor’s Degree, Family Studies and Consumer Science
San Diego Mesa College 1975 — 1977
Associate’s Degree, Home Economics
Christopher Cacciatore's California Bank & Trust Experience October 2006 - Present
Job Credit Administrator at California Bank & Trust
Industry Banking
Experience
California Bank & Trust October 2006 - Present
Education
San Diego State University-California State University 1977 — 1980
Bachelor of Arts (BA), History
California Bank & Trust October 2006 - Present
Education
San Diego State University-California State University 1977 — 1980
Bachelor of Arts (BA), History