California Bank & Trust
Description
California Bank & Trust is a full-service bank specializing in business banking and headquartered in San Diego, California. Headquarters: California, United States Parent organization: Zions Bancorporation Total assets: 11 billion USD (2014) Founded: 1998 Number of employees: 1,700 (2012) Key person: David E Blackford
California Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at California Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Grace Bradley Grace Bradley's California Bank & Trust Experience November 2007 - August 2008
Job Independent Distributor and Water Consultant at Enagic USA Inc.
Industry Real Estate
Experience
Venture Properties 2010 - September 2013
California Bank & Trust November 2007 - August 2008
The Mortgage Store Co January 2006 - July 2007
First Federal Bank of California November 2004 - January 2006
Document Systems, Inc. (DSI) March 2002 - August 2004
1st Los Angeles Mortgage Corp. January 2000 - March 2002
Skills
Accredited Certified..., Mortgage Lending, Loans, Property Management, Referrals, Management, Sales, Banking, Loan Origination, Tenant, Investment Properties, Apartments, Real Estate License
Education
American School of Mortgage Banking 2000 — 2003
Certificate of Completions, Real Estate Sales, Loan Origination and Underwriting
Allied Business School 1999 — 2000
Real Estate Salesperson License, Real Estate
Santa Barbara Business College-Bakersfield 1999 — 1999
Certificate of Completion, Accounting, Payroll and Quickbooks
Narbonne High School
High School Diploma, Academic and Business
Venture Properties 2010 - September 2013
California Bank & Trust November 2007 - August 2008
The Mortgage Store Co January 2006 - July 2007
First Federal Bank of California November 2004 - January 2006
Document Systems, Inc. (DSI) March 2002 - August 2004
1st Los Angeles Mortgage Corp. January 2000 - March 2002
Skills
Accredited Certified..., Mortgage Lending, Loans, Property Management, Referrals, Management, Sales, Banking, Loan Origination, Tenant, Investment Properties, Apartments, Real Estate License
Education
American School of Mortgage Banking 2000 — 2003
Certificate of Completions, Real Estate Sales, Loan Origination and Underwriting
Allied Business School 1999 — 2000
Real Estate Salesperson License, Real Estate
Santa Barbara Business College-Bakersfield 1999 — 1999
Certificate of Completion, Accounting, Payroll and Quickbooks
Narbonne High School
High School Diploma, Academic and Business
Jeff Locke Jeff Locke's California Bank & Trust Experience June 2011 - August 2011
Job Professional Athlete at Minnesota Vikings Football, LLC
Industry Sports
Experience
Minnesota Vikings Football, LLC 2013 - Present
Chris Sailer Kicking May 2010 - Present
Dimensional Fund Advisors January 2015 - March 2015
National College Players Association June 2009 - December 2012
UCLA Football June 2008 - December 2012
California Bank & Trust June 2011 - August 2011
UCLA Athletic Dept.- Business and Finance Office June 2010 - August 2010
Skills
Sports, Sports Marketing, Athletics, Football, Social Media, Event Planning, Public Speaking, Event Management, Social Networking, Coaching, Strength Training, Leadership, Sponsorship, Public Relations, Microsoft Office, Management, Sports Management, Time Management, Research, Nonprofits
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Science (B.S.), Economics
Minnesota Vikings Football, LLC 2013 - Present
Chris Sailer Kicking May 2010 - Present
Dimensional Fund Advisors January 2015 - March 2015
National College Players Association June 2009 - December 2012
UCLA Football June 2008 - December 2012
California Bank & Trust June 2011 - August 2011
UCLA Athletic Dept.- Business and Finance Office June 2010 - August 2010
Skills
Sports, Sports Marketing, Athletics, Football, Social Media, Event Planning, Public Speaking, Event Management, Social Networking, Coaching, Strength Training, Leadership, Sponsorship, Public Relations, Microsoft Office, Management, Sports Management, Time Management, Research, Nonprofits
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Science (B.S.), Economics
Kevin Eastley Kevin Eastley's California Bank & Trust Experience March 2007 - August 2009
Job Credit Analyst at Bank of American Fork
Industry Banking
Experience
Bank of American Fork June 2012 - Present
Zions Bank October 2009 - June 2012
California Bank & Trust March 2007 - August 2009
Skills
Credit, Loans, Financial Analysis, Underwriting, Finance, Cash Flow, Analysis, Lines Of Credit, Commercial Real Estate, Commercial Lending, Banking, Valuation, Financial Statements, Microsoft Excel, Real Estate, Due Diligence
Education
Utah State University 2002 — 2004
M.S., Applied Economics
Utah State University 1998 — 2002
B.A., Business Information Systems
Tufts University 1995 — 1996
First Year, Engineering
Bank of American Fork June 2012 - Present
Zions Bank October 2009 - June 2012
California Bank & Trust March 2007 - August 2009
Skills
Credit, Loans, Financial Analysis, Underwriting, Finance, Cash Flow, Analysis, Lines Of Credit, Commercial Real Estate, Commercial Lending, Banking, Valuation, Financial Statements, Microsoft Excel, Real Estate, Due Diligence
Education
Utah State University 2002 — 2004
M.S., Applied Economics
Utah State University 1998 — 2002
B.A., Business Information Systems
Tufts University 1995 — 1996
First Year, Engineering
Jeannie S. Lee Jeannie S. Lee's California Bank & Trust Experience October 2000 - April 2010
Job Experienced Marketing Professional
Industry Marketing and Advertising
Experience
Orange County August 2013 - Present
Triad Wellness Group November 2014 - July 2015
Whitaker Wellness Institute July 2012 - October 2014
Chapman University August 2013 - June 2014
Gumption Marketing May 2010 - July 2012
California Bank & Trust October 2000 - April 2010
Western Financial Services June 1999 - September 2000
Honolulu Board of Realtors February 1998 - June 1999
Freelance June 1995 - June 1998
JWG Associates February 1997 - February 1998
Skills
Strategic Planning, Brand Development, Brand Management, Marketing Communications, Team Leadership, Cross-functional Team..., Creative Direction, Advertising, Lead Generation, Microsoft Office (Word,..., Adobe Illustrator,..., WordPress Content..., Public Relations, Event Planning, Graphic Design, Start-ups, Direct Mail, Budgets, Nonprofits, iContact
Education
Loyola Marymount University, RYT 500 2013 — 2014
300 Hour Yoga Therapy Rx Program, Certified Yoga Therapist
Achieve Global
Certificate, Achieving Results Through Genuine Leadership
True Flow Yoga, RYT 200
200 Hour Yoga Teacher Training, Yoga Teacher Training
University of Hawaii at Manoa
Bachelor's degree, Marketing & Graphic Design
Orange County August 2013 - Present
Triad Wellness Group November 2014 - July 2015
Whitaker Wellness Institute July 2012 - October 2014
Chapman University August 2013 - June 2014
Gumption Marketing May 2010 - July 2012
California Bank & Trust October 2000 - April 2010
Western Financial Services June 1999 - September 2000
Honolulu Board of Realtors February 1998 - June 1999
Freelance June 1995 - June 1998
JWG Associates February 1997 - February 1998
Skills
Strategic Planning, Brand Development, Brand Management, Marketing Communications, Team Leadership, Cross-functional Team..., Creative Direction, Advertising, Lead Generation, Microsoft Office (Word,..., Adobe Illustrator,..., WordPress Content..., Public Relations, Event Planning, Graphic Design, Start-ups, Direct Mail, Budgets, Nonprofits, iContact
Education
Loyola Marymount University, RYT 500 2013 — 2014
300 Hour Yoga Therapy Rx Program, Certified Yoga Therapist
Achieve Global
Certificate, Achieving Results Through Genuine Leadership
True Flow Yoga, RYT 200
200 Hour Yoga Teacher Training, Yoga Teacher Training
University of Hawaii at Manoa
Bachelor's degree, Marketing & Graphic Design
Jerry Escuadra Jerry Escuadra's California Bank & Trust Experience September 2011 - October 2012
Job Sr. Mortgage Loan Officer at American Advisors Group (AAG)
Industry Financial Services
Experience
American Advisors Group February 2014 - Present
Cash Call Inc. October 2012 - February 2014
California Bank & Trust September 2011 - October 2012
Finance America, LLC. November 2004 - October 2005
Skills
Banking, Credit, Loans, Financial Analysis, Credit Analysis, Investments, Mortgage Lending, Risk Management, Mutual Funds, Strategic Financial..., Consumer Lending, Credit Risk, Retail Banking, Equities, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Commercial Mortgages, Underwriting, Lines Of Credit, Residential Mortgages, Mortgage Banking, Financial Structuring, Refinance
Education
University of Phoenix 2009 — 2013
Bachelors in Science, Business w/ emphasis in Finance
Santa Ana College 2002 — 2004
Associates, Business Administration
American Advisors Group February 2014 - Present
Cash Call Inc. October 2012 - February 2014
California Bank & Trust September 2011 - October 2012
Finance America, LLC. November 2004 - October 2005
Skills
Banking, Credit, Loans, Financial Analysis, Credit Analysis, Investments, Mortgage Lending, Risk Management, Mutual Funds, Strategic Financial..., Consumer Lending, Credit Risk, Retail Banking, Equities, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Commercial Mortgages, Underwriting, Lines Of Credit, Residential Mortgages, Mortgage Banking, Financial Structuring, Refinance
Education
University of Phoenix 2009 — 2013
Bachelors in Science, Business w/ emphasis in Finance
Santa Ana College 2002 — 2004
Associates, Business Administration
Richard Nesbitt Richard Nesbitt's California Bank & Trust Experience June 2008 - October 2014
Job at Accenture
Industry Banking
Experience
Accenture August 2015 - Present
First Northern Bank December 2014 - Present
Credit Analysts & Financial Officers in the Sacramento, California Area 2014 - Present
California Bank & Trust June 2008 - October 2014
Liberty Reverse Mortgage February 2007 - May 2008
US Small Business Administration October 2004 - December 2006
Skills
Loan Servicing, Commercial Lending, Mortgage Lending, Real Estate Lending, Consumer Lending, Credit Analysis, Risk Assessment, Cash Flow Analysis, Underwriting, Financial Statements, Financial Reporting, Financial Analysis, Covenant Compliance, Banking, Credit Monitoring, Business Loans, Loans, Cash Flow, Financial Risk, Credit, Portfolio Management, Commercial Real Estate, SBA
Education
San Jose State University 1982 — 1985
Some college, Business Administration and Management, General
Accenture August 2015 - Present
First Northern Bank December 2014 - Present
Credit Analysts & Financial Officers in the Sacramento, California Area 2014 - Present
California Bank & Trust June 2008 - October 2014
Liberty Reverse Mortgage February 2007 - May 2008
US Small Business Administration October 2004 - December 2006
Skills
Loan Servicing, Commercial Lending, Mortgage Lending, Real Estate Lending, Consumer Lending, Credit Analysis, Risk Assessment, Cash Flow Analysis, Underwriting, Financial Statements, Financial Reporting, Financial Analysis, Covenant Compliance, Banking, Credit Monitoring, Business Loans, Loans, Cash Flow, Financial Risk, Credit, Portfolio Management, Commercial Real Estate, SBA
Education
San Jose State University 1982 — 1985
Some college, Business Administration and Management, General
Jason Peña Jason Peña's California Bank & Trust Experience April 2006 - July 2014
Job Vice President Inland Empire Markets at First Choice Bank in California
Industry Banking
Experience
First Choice Bank in California July 2014 - Present
California Bank & Trust April 2006 - July 2014
California Bank & Trust July 2003 - April 2006
Community National Bank June 2001 - June 2003
Community National Bank March 2001 - June 2001
Fallbrook National Bank / Community National Bank December 1997 - February 2001
Fallbrook National Bank December 1996 - December 1997
Fallbrook National Bank June 1996 - December 1996
North County Bank July 1995 - May 1996
North County Bank June 1993 - June 1995
Skills
Commercial Banking, Loans, Banking, Commercial Lending, Real Estate, Lines Of Credit, Credit, SBA, Small Business Lending, Real Estate Financing, Consumer Lending, Treasury Management, Commercial Mortgages, Finance, Commercial Real Estate, Financial Structuring, Credit Analysis, Construction Loans, Investment Properties, Asset Based Lending, Loan Origination, Portfolio Management, Underwriting, Financial Analysis, New Business Development, Risk Management, Customer Service, Real Estate Economics, Customer Relations, Cash Management, Residential..., Multi-Family Financing
Education
University of California, Riverside 2010 — 2013
B.A., Economics
First Choice Bank in California July 2014 - Present
California Bank & Trust April 2006 - July 2014
California Bank & Trust July 2003 - April 2006
Community National Bank June 2001 - June 2003
Community National Bank March 2001 - June 2001
Fallbrook National Bank / Community National Bank December 1997 - February 2001
Fallbrook National Bank December 1996 - December 1997
Fallbrook National Bank June 1996 - December 1996
North County Bank July 1995 - May 1996
North County Bank June 1993 - June 1995
Skills
Commercial Banking, Loans, Banking, Commercial Lending, Real Estate, Lines Of Credit, Credit, SBA, Small Business Lending, Real Estate Financing, Consumer Lending, Treasury Management, Commercial Mortgages, Finance, Commercial Real Estate, Financial Structuring, Credit Analysis, Construction Loans, Investment Properties, Asset Based Lending, Loan Origination, Portfolio Management, Underwriting, Financial Analysis, New Business Development, Risk Management, Customer Service, Real Estate Economics, Customer Relations, Cash Management, Residential..., Multi-Family Financing
Education
University of California, Riverside 2010 — 2013
B.A., Economics
Richie Fernandez Richie Fernandez's California Bank & Trust Experience May 2012 - December 2013
Job District Manager at Farmers Insurance Group of Companies
Industry Insurance
Experience
Farmers Insurance Group of Companies September 2015 - Present
Farmers Insurance Group of Companies February 2014 - August 2015
California Bank & Trust May 2012 - December 2013
Mechanics Bank December 2005 - April 2012
Skills
Leadership, Public Speaking, Recruiting, Small Business, New Business Development, Business Strategy, Banking, Coaching, Insurance
Education
University of California, Davis
Farmers Insurance Group of Companies September 2015 - Present
Farmers Insurance Group of Companies February 2014 - August 2015
California Bank & Trust May 2012 - December 2013
Mechanics Bank December 2005 - April 2012
Skills
Leadership, Public Speaking, Recruiting, Small Business, New Business Development, Business Strategy, Banking, Coaching, Insurance
Education
University of California, Davis
Leslie Basa Leslie Basa's California Bank & Trust Experience July 2013 - Present
Job Product & Project Analyst, Treasury Management Professional
Industry Banking
Experience
California Bank & Trust July 2013 - Present
FitPro Design June 2012 - Present
Dave DePew Enterprises 2010 - Present
California Bank & Trust January 2000 - June 2012
WebHouseStorage Solutions 2008 - 2009
UC Santa Cruz September 1999 - June 2000
Skills
Adobe Creative Suite, Digital Marketing, Social Media, SEO, Social Media Marketing, Wordpress, Logo Design, Logo Development, Brand Developement, Web Content Management, Wordpress Design, Packaging Design, CMS, Print Ads, Fitness for Service, Fitness Industry, Digital Printing, Copywriting, Copy Editing, Dreamweaver, Brand Development, Packaging, Creative Direction, Web Design, WordPress, Layout, Online Marketing, Graphics, Brochures, Mac, Email Marketing, Newsletters, Graphic Design, Direct Mail, Illustrator, InDesign, Management
Education
University of California, San Diego 2006 — 2008
Bachelor of Arts, ICAM
UC Santa Cruz 1999 — 2001
Computer Science
California Bank & Trust July 2013 - Present
FitPro Design June 2012 - Present
Dave DePew Enterprises 2010 - Present
California Bank & Trust January 2000 - June 2012
WebHouseStorage Solutions 2008 - 2009
UC Santa Cruz September 1999 - June 2000
Skills
Adobe Creative Suite, Digital Marketing, Social Media, SEO, Social Media Marketing, Wordpress, Logo Design, Logo Development, Brand Developement, Web Content Management, Wordpress Design, Packaging Design, CMS, Print Ads, Fitness for Service, Fitness Industry, Digital Printing, Copywriting, Copy Editing, Dreamweaver, Brand Development, Packaging, Creative Direction, Web Design, WordPress, Layout, Online Marketing, Graphics, Brochures, Mac, Email Marketing, Newsletters, Graphic Design, Direct Mail, Illustrator, InDesign, Management
Education
University of California, San Diego 2006 — 2008
Bachelor of Arts, ICAM
UC Santa Cruz 1999 — 2001
Computer Science
J. Thomas Fagan J. Thomas Fagan's California Bank & Trust Experience January 2008 - July 2010
Job Senior Vice President Commercial Lending at First Bank
Industry Banking
Experience
First Bank September 2011 - September 2015
Epsilon Sigma Zeta of Lambda Chi Alpha, Inc.(UCLA) 1996 - 2014
California Bank & Trust January 2008 - July 2010
Bank of America April 1992 - December 2007
Skills
Leadership, Volunteer Management, Mentoring, Banking, Loans, Middle Market, Portfolio Management, Public Speaking, Research, New Business Development, Microsoft Office, Event Planning, Management, Start-ups, PowerPoint, Strategic Planning, SBA, Budgets, Financial Analysis, Commercial Lending, Asset Based Lending, Commercial Banking, Finance, Financial Services, Credit, Credit Analysis
Education
Pacific Coast Banking School 1988 — 1990
Completion Certificate, Commercial Banking
University of California, Los Angeles 1964 — 1969
Bachelor of Arts (B.A.), Political Science and Government
First Bank September 2011 - September 2015
Epsilon Sigma Zeta of Lambda Chi Alpha, Inc.(UCLA) 1996 - 2014
California Bank & Trust January 2008 - July 2010
Bank of America April 1992 - December 2007
Skills
Leadership, Volunteer Management, Mentoring, Banking, Loans, Middle Market, Portfolio Management, Public Speaking, Research, New Business Development, Microsoft Office, Event Planning, Management, Start-ups, PowerPoint, Strategic Planning, SBA, Budgets, Financial Analysis, Commercial Lending, Asset Based Lending, Commercial Banking, Finance, Financial Services, Credit, Credit Analysis
Education
Pacific Coast Banking School 1988 — 1990
Completion Certificate, Commercial Banking
University of California, Los Angeles 1964 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Jasica Alaba Jasica Alaba's California Bank & Trust Experience January 2008 - Present
Job Assistant Information Officer at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 2008 - Present
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (BA), English Language and Literature/Letters, B+
California Bank & Trust January 2008 - Present
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (BA), English Language and Literature/Letters, B+
Norman Chen Norman Chen's California Bank & Trust Experience October 1996 - June 1999
Job President at Citadel RE & Investments LLC
Industry Real Estate
Experience
Citadel RE & Investments LLC October 2013 - Present
Bank of America June 2011 - October 2013
United Commercial Bank Limited March 2009 - March 2011
Wells Fargo May 2005 - October 2008
Computer Gate International Co. June 1999 - June 2001
California Bank & Trust October 1996 - June 1999
Skills
Business Development, Retail Banking, Small Business Lending, Management, Small Business, Banking, Credit, Mortgage Lending, Commercial Lending, Finance, Commercial Banking, Investments, Risk Management, Relationship Management, Sales, Consumer Lending, Real Estate, Financial Services, Customer Service
Education
San Francisco State University 2000 — 2006
Bachelor of Science (BS), Finance, General
Citadel RE & Investments LLC October 2013 - Present
Bank of America June 2011 - October 2013
United Commercial Bank Limited March 2009 - March 2011
Wells Fargo May 2005 - October 2008
Computer Gate International Co. June 1999 - June 2001
California Bank & Trust October 1996 - June 1999
Skills
Business Development, Retail Banking, Small Business Lending, Management, Small Business, Banking, Credit, Mortgage Lending, Commercial Lending, Finance, Commercial Banking, Investments, Risk Management, Relationship Management, Sales, Consumer Lending, Real Estate, Financial Services, Customer Service
Education
San Francisco State University 2000 — 2006
Bachelor of Science (BS), Finance, General
Kyle Bonura Kyle Bonura's California Bank & Trust Experience November 2012 - July 2014
Job Compensation Manager at HewlettPackard
Industry Human Resources
Experience
Hewlett-Packard September 2015 - Present
Qualcomm July 2014 - September 2015
California Bank & Trust November 2012 - July 2014
Brandes Investment Partners August 2008 - November 2012
Brandes Investment Partners September 2006 - August 2008
Port of San Diego September 2005 - September 2006
Skills
Compensation Strategies, Strategic Human..., Process Improvement, Finance, Management, Financial Analysis, Financial Modeling, Valuation, Asset Management, Securities, Investments, Capital Markets, Microsoft Excel, PowerPoint
Education
University of San Diego 2011 — 2014
Master of Business Administration (M.B.A.), Finance & Real Estate
University of California, San Diego 2003 — 2007
Management Science (BS), Economics
Hewlett-Packard September 2015 - Present
Qualcomm July 2014 - September 2015
California Bank & Trust November 2012 - July 2014
Brandes Investment Partners August 2008 - November 2012
Brandes Investment Partners September 2006 - August 2008
Port of San Diego September 2005 - September 2006
Skills
Compensation Strategies, Strategic Human..., Process Improvement, Finance, Management, Financial Analysis, Financial Modeling, Valuation, Asset Management, Securities, Investments, Capital Markets, Microsoft Excel, PowerPoint
Education
University of San Diego 2011 — 2014
Master of Business Administration (M.B.A.), Finance & Real Estate
University of California, San Diego 2003 — 2007
Management Science (BS), Economics
Judy Winston Judy Winston's California Bank & Trust Experience January 2014 - Present
Job Commercial Banking
Industry Banking
Experience
California Bank & Trust January 2014 - Present
Skills
Commercial Banking, Credit, Loans, Microsoft Word, Credit Analysis, Banking, Portfolio Management, Commercial Lending, Small Business Lending, Credit Risk, Commercial Mortgages
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor's degree, Economics
California Bank & Trust January 2014 - Present
Skills
Commercial Banking, Credit, Loans, Microsoft Word, Credit Analysis, Banking, Portfolio Management, Commercial Lending, Small Business Lending, Credit Risk, Commercial Mortgages
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor's degree, Economics
Gene Marcucci Bell's California Bank & Trust Experience 2008 - 2012
Job Banker, Credit Management, Enterprise Management, MBL and SBA Consulting, Credit Union Consulting, Loan Review
Industry Banking
Experience
Community Business Bank 2013 - Present
First Commerce Holdings LLC February 2012 - March 2013
California Bank & Trust 2008 - 2012
Roseville Arts Non Profit 2006 - 2011
Exchange Bank February 2004 - 2008
Humboldt Bancorp (acquired by Umpqua Bank) 2001 - 2004
Feather River State Bank 1999 - 2001
The Golden 1 Credit Union 1997 - 1999
Sakura Bank 1995 - 1997
Docutrak 1993 - 1995
Skills
Enterprprise Management, Commercial Lending, Internal Audit, Retail Banking, Credit Unions, SBA, Credit Analysis, Asset Managment, Community Outreach, Banking
Education
UCLA
Business
York University, Toronto, Ontario, Canada
Bachelor of Arts (BA), Political Science, Pre Law
Community Business Bank 2013 - Present
First Commerce Holdings LLC February 2012 - March 2013
California Bank & Trust 2008 - 2012
Roseville Arts Non Profit 2006 - 2011
Exchange Bank February 2004 - 2008
Humboldt Bancorp (acquired by Umpqua Bank) 2001 - 2004
Feather River State Bank 1999 - 2001
The Golden 1 Credit Union 1997 - 1999
Sakura Bank 1995 - 1997
Docutrak 1993 - 1995
Skills
Enterprprise Management, Commercial Lending, Internal Audit, Retail Banking, Credit Unions, SBA, Credit Analysis, Asset Managment, Community Outreach, Banking
Education
UCLA
Business
York University, Toronto, Ontario, Canada
Bachelor of Arts (BA), Political Science, Pre Law
Benjamin Luk Benjamin Luk's California Bank & Trust Experience June 2015 - Present
Job Credit Analyst Intern at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust June 2015 - Present
Ace Parking October 2011 - Present
KFC March 2010 - December 2011
Teaven July 2009 - February 2010
Skills
Finance, Commercial Banking, Commercial Lending, Risk Management, Investments, Financial Analysis, Credit Analysis, Microsoft Excel, Management, Operations Management, Customer Service, Asset Based Lending, Underwriting, Loans, Time Management, Microsoft Office, Credit Risk, Hospitality, Microsoft Word, Sales, Cashiering, Customer Satisfaction, PowerPoint, Employee Training, Teamwork, Inventory Management, Event Planning
Education
San Francisco State University 2014 — 2016
Business finance
Skyline College 2011 — 2013
Business Administration and Management, General
California Bank & Trust June 2015 - Present
Ace Parking October 2011 - Present
KFC March 2010 - December 2011
Teaven July 2009 - February 2010
Skills
Finance, Commercial Banking, Commercial Lending, Risk Management, Investments, Financial Analysis, Credit Analysis, Microsoft Excel, Management, Operations Management, Customer Service, Asset Based Lending, Underwriting, Loans, Time Management, Microsoft Office, Credit Risk, Hospitality, Microsoft Word, Sales, Cashiering, Customer Satisfaction, PowerPoint, Employee Training, Teamwork, Inventory Management, Event Planning
Education
San Francisco State University 2014 — 2016
Business finance
Skyline College 2011 — 2013
Business Administration and Management, General
Doug Dransfield Doug Dransfield's California Bank & Trust Experience August 2014 - Present
Job Commercial / Real Estate Finance
Industry Banking
Experience
California Bank & Trust August 2014 - Present
DWD Consulting 2014 - 2015
Bank of America 2000 - 2014
Bank of America 1992 - 2000
Security Pacific National Bank 1988 - 1992
Security Pacific National Bank 1984 - 1988
Skills
Business Development, Commercial Banking, Commercial Real Estate, Portfolio Management, Financial Analysis, Financial Structuring, Commercial Lending, Real Estate Economics, Credit, Banking, Treasury Management, Negotiation, Marketing, Risk Management, Strategic Planning, Real Estate Transactions
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Double-Major: Business Economics & Religious Studies, 1984
University of California, Los Angeles
UCLA Extension, Certificate in Real Estate Financing, 1990
California Bank & Trust August 2014 - Present
DWD Consulting 2014 - 2015
Bank of America 2000 - 2014
Bank of America 1992 - 2000
Security Pacific National Bank 1988 - 1992
Security Pacific National Bank 1984 - 1988
Skills
Business Development, Commercial Banking, Commercial Real Estate, Portfolio Management, Financial Analysis, Financial Structuring, Commercial Lending, Real Estate Economics, Credit, Banking, Treasury Management, Negotiation, Marketing, Risk Management, Strategic Planning, Real Estate Transactions
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Double-Major: Business Economics & Religious Studies, 1984
University of California, Los Angeles
UCLA Extension, Certificate in Real Estate Financing, 1990
Clara Choe Clara Choe's California Bank & Trust Experience October 2014 - Present
Job VP Branch Manager/ Business Development Manager at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust October 2014 - Present
California Bank & Trust 2014 - 2015
California Bank & Trust 2014 - 2015
Opus Bank July 2012 - July 2014
JPMorgan Chase July 2008 - July 2012
Citibank 2007 - 2008
Center Bank 2005 - 2008
Citigroup, Coporate Banking, July 2002 - March 2003
Citigroup, Corporate Banking September 1998 - July 2002
Skills
Commercial Banking, Credit Analysis, Treasury Services, Cross Selling, Commercial Mortgages, Loan Origination, Merchant Services, SBA, Asset Based Lending, Branch Management
Education
University of Southern California, MBA 1990 — 1992
MBA, Finance and Marketing
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Economics
California Bank & Trust October 2014 - Present
California Bank & Trust 2014 - 2015
California Bank & Trust 2014 - 2015
Opus Bank July 2012 - July 2014
JPMorgan Chase July 2008 - July 2012
Citibank 2007 - 2008
Center Bank 2005 - 2008
Citigroup, Coporate Banking, July 2002 - March 2003
Citigroup, Corporate Banking September 1998 - July 2002
Skills
Commercial Banking, Credit Analysis, Treasury Services, Cross Selling, Commercial Mortgages, Loan Origination, Merchant Services, SBA, Asset Based Lending, Branch Management
Education
University of Southern California, MBA 1990 — 1992
MBA, Finance and Marketing
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Economics
Joseph Choi's California Bank & Trust Experience May 2004 - November 2006
Job President, CEO at richfunding.com, Inc.
Industry Banking
Experience
richfunding.com, Inc. November 1998 - Present
Hana Small Business Lending, Inc. January 2013 - June 2013
Commerce Bank of Temecula Valley August 2007 - September 2008
Mission Oaks National Bank October 2006 - September 2007
California Bank & Trust May 2004 - November 2006
Uniti Bank February 2006 - September 2006
Union Bank of California May 2003 - May 2004
Cornerstone Financial Services November 2002 - May 2003
Pacific Crest Bank July 2001 - October 2002
Wells Fargo Bank May 1998 - July 2001
Skills
Small Business Lending, Commercial Mortgages, Commercial Real Estate, Sales, Commercial Lending, Asset Based Lending, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Investments, Real Estate Economics, Loan Origination, Credit, Real Estate Financing, Asset Managment, Capital Markets, Finance, Banking, Mortgage Lending, Funding, Private Equity, Refinance, Mergers & Acquisitions, Underwriting, Asset Management, Structured Finance
Education
University of California, Los Angeles 2007 — 2007
Certificate, Managerial Business of Entreprenuer
University of California, Irvine 1983 — 1988
BA, Fine Arts
richfunding.com, Inc. November 1998 - Present
Hana Small Business Lending, Inc. January 2013 - June 2013
Commerce Bank of Temecula Valley August 2007 - September 2008
Mission Oaks National Bank October 2006 - September 2007
California Bank & Trust May 2004 - November 2006
Uniti Bank February 2006 - September 2006
Union Bank of California May 2003 - May 2004
Cornerstone Financial Services November 2002 - May 2003
Pacific Crest Bank July 2001 - October 2002
Wells Fargo Bank May 1998 - July 2001
Skills
Small Business Lending, Commercial Mortgages, Commercial Real Estate, Sales, Commercial Lending, Asset Based Lending, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Investments, Real Estate Economics, Loan Origination, Credit, Real Estate Financing, Asset Managment, Capital Markets, Finance, Banking, Mortgage Lending, Funding, Private Equity, Refinance, Mergers & Acquisitions, Underwriting, Asset Management, Structured Finance
Education
University of California, Los Angeles 2007 — 2007
Certificate, Managerial Business of Entreprenuer
University of California, Irvine 1983 — 1988
BA, Fine Arts
Angela Hamamura Angela Hamamura's California Bank & Trust Experience June 1995 - Present
Job 1st Vice President & Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 1995 - Present
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Loans, Commercial Mortgages, Financial Analysis, Portfolio Management, Retail Banking
Education
University of Hawaii at Manoa 1976 — 1980
Bachelor’s Degree, Business Administration and Management, General
California Bank & Trust June 1995 - Present
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Loans, Commercial Mortgages, Financial Analysis, Portfolio Management, Retail Banking
Education
University of Hawaii at Manoa 1976 — 1980
Bachelor’s Degree, Business Administration and Management, General
David Ibrahim David Ibrahim's California Bank & Trust Experience April 2013 - January 2015
Job Vice President, Commercial Relationship Manager at San Diego Private Bank
Industry Banking
Experience
San Diego Private Bank January 2015 - Present
California Bank & Trust April 2013 - January 2015
National Australia Bank January 2007 - May 2012
National Australia Bank 2007 - 2010
Skills
Commercial Banking, Credit Analysis, Cash Flow Lending, Credit Risk, Relationship Management, Commercial Finance, FX Options, Financial Analysis, Corporate Finance, Commercial Lending, Loans, Banking, Trade Finance, Portfolio Management, Mortgage Lending, Structured Finance, Deposits, Real Estate Financing, Small Business Lending, Credit, Consumer Lending, Lines Of Credit
Education
The University of Queensland 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
San Diego Private Bank January 2015 - Present
California Bank & Trust April 2013 - January 2015
National Australia Bank January 2007 - May 2012
National Australia Bank 2007 - 2010
Skills
Commercial Banking, Credit Analysis, Cash Flow Lending, Credit Risk, Relationship Management, Commercial Finance, FX Options, Financial Analysis, Corporate Finance, Commercial Lending, Loans, Banking, Trade Finance, Portfolio Management, Mortgage Lending, Structured Finance, Deposits, Real Estate Financing, Small Business Lending, Credit, Consumer Lending, Lines Of Credit
Education
The University of Queensland 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
Kyle Tatsumoto Kyle Tatsumoto's California Bank & Trust Experience January 1983 - Present
Job 1st Vice President & Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 1983 - Present
Education
University of Washington, Michael G. Foster School of Business 1980 — 1982
MBA
University of Hawaii - College of Business Administration 1975 — 1979
BBA
California Bank & Trust January 1983 - Present
Education
University of Washington, Michael G. Foster School of Business 1980 — 1982
MBA
University of Hawaii - College of Business Administration 1975 — 1979
BBA
Chris Medina Chris Medina's California Bank & Trust Experience July 2010 - July 2011
Job AVP, Investment Control at TCW
Industry Investment Management
Experience
PIMCO July 2011 - January 2015
California Bank & Trust July 2010 - July 2011
Decipher, Inc January 2010 - July 2010
CIT Group July 2005 - June 2009
Interviewing Service of America October 2003 - March 2005
Symitar September 2002 - April 2003
Skills
Credit, Customer Service, Account Management, Financial Analysis, Business Development, Banking, Strategic Planning, Marketing Communications, Risk Management, New Business Development, Portfolio Management, Negotiation, Coaching, Sales, Competitive Analysis, Analysis, Process Improvement, Sales Management, Finance, Management, Business Analysis, Change Management, Outlook, Financial Modeling, Asset Management, Investments, Mergers, Teamwork
Education
University of California, Riverside 1998 — 2002
Bachelor of Science (BS), Business Administration
PIMCO July 2011 - January 2015
California Bank & Trust July 2010 - July 2011
Decipher, Inc January 2010 - July 2010
CIT Group July 2005 - June 2009
Interviewing Service of America October 2003 - March 2005
Symitar September 2002 - April 2003
Skills
Credit, Customer Service, Account Management, Financial Analysis, Business Development, Banking, Strategic Planning, Marketing Communications, Risk Management, New Business Development, Portfolio Management, Negotiation, Coaching, Sales, Competitive Analysis, Analysis, Process Improvement, Sales Management, Finance, Management, Business Analysis, Change Management, Outlook, Financial Modeling, Asset Management, Investments, Mergers, Teamwork
Education
University of California, Riverside 1998 — 2002
Bachelor of Science (BS), Business Administration
Cynthia Traub Cynthia Traub's California Bank & Trust Experience August 2014 - Present
Job Vice President at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust August 2014 - Present
Skills
Business Development, Small Business, Sales Management, Sales Operations, SBA, Communication Skills, Community Outreach, Marketing, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Cash Flow Lending, Wealth Management, Wealth Management..., Cash Flow, Cash Management, Treasury Management, Telemarketing, Cold Calling, Relationship Management
Education
University of California, Berkeley
Bachelor of Science (B.S.)
California Bank & Trust August 2014 - Present
Skills
Business Development, Small Business, Sales Management, Sales Operations, SBA, Communication Skills, Community Outreach, Marketing, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Cash Flow Lending, Wealth Management, Wealth Management..., Cash Flow, Cash Management, Treasury Management, Telemarketing, Cold Calling, Relationship Management
Education
University of California, Berkeley
Bachelor of Science (B.S.)
Janet Dillon Janet Dillon's California Bank & Trust Experience January 1999 - Present
Job Vice President & Commercial Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 1999 - Present
Union Bank March 1993 - December 1998
The Private Bank of California May 1990 - June 1993
Skills
Small Business Lending, Financial Analysis, Commercial Banking, Commercial Lending, Credit Analysis, Business Development, Banking, Cash Management, Loans, Credit
Education
San Jose State University 1964 — 1967
Accounting and Business/Management
California Bank & Trust January 1999 - Present
Union Bank March 1993 - December 1998
The Private Bank of California May 1990 - June 1993
Skills
Small Business Lending, Financial Analysis, Commercial Banking, Commercial Lending, Credit Analysis, Business Development, Banking, Cash Management, Loans, Credit
Education
San Jose State University 1964 — 1967
Accounting and Business/Management
Dow Lee Dow Lee's California Bank & Trust Experience February 2007 - December 2013
Job AVP Portfolio Manager at Banc of California
Industry Banking
Experience
Banc of California November 2014 - Present
Popular Community Bank January 2014 - November 2014
California Bank & Trust February 2007 - December 2013
California Bank & Trust August 2002 - February 2007
Skills
Commercial Lending, Business Development, Loans, Investments, Small Business, Finance, Credit, Banking, Customer Service, Credit Analysis, Small Business Lending, Commercial Banking
Education
University of California, Irvine 1997 — 2002
Bachelor of Arts (B.A.), Economics
whitney high school
Banc of California November 2014 - Present
Popular Community Bank January 2014 - November 2014
California Bank & Trust February 2007 - December 2013
California Bank & Trust August 2002 - February 2007
Skills
Commercial Lending, Business Development, Loans, Investments, Small Business, Finance, Credit, Banking, Customer Service, Credit Analysis, Small Business Lending, Commercial Banking
Education
University of California, Irvine 1997 — 2002
Bachelor of Arts (B.A.), Economics
whitney high school
Dolores Trevino Dolores Trevino's California Bank & Trust Experience December 2004 - June 2009
Job Vice President of Staff Development at 1st United Services Credit Union
Industry Human Resources
Experience
1st Unites Services Credit Union February 2012 - Present
Right Management September 2010 - January 2012
California Bank & Trust December 2004 - June 2009
Sumitomo Bank- California Bank Trust 1998 - 2004
Skills
Employee Relations, Training, Human Resources, Staff Development, Leadership, Team Management, Coaching, Employee Benefits, Process Improvement, Program Management, Workshop Facilitation, Talent Acquisition, Management, HRIS, Employee Engagement, Personnel Management, HR Consulting, Instructional Design, Marketing, Performance Management, Organizational..., Organizational..., Project Planning, Sales, Customer Retention, Talent Management, Strategic Planning, Change Management, Interviews, Onboarding, Team Building, Recruiting, Leadership Development, Retail, Employee Training, Succession Planning
Education
Skyline College 1973 — 1975
Associate of Arts, Business Management
1st Unites Services Credit Union February 2012 - Present
Right Management September 2010 - January 2012
California Bank & Trust December 2004 - June 2009
Sumitomo Bank- California Bank Trust 1998 - 2004
Skills
Employee Relations, Training, Human Resources, Staff Development, Leadership, Team Management, Coaching, Employee Benefits, Process Improvement, Program Management, Workshop Facilitation, Talent Acquisition, Management, HRIS, Employee Engagement, Personnel Management, HR Consulting, Instructional Design, Marketing, Performance Management, Organizational..., Organizational..., Project Planning, Sales, Customer Retention, Talent Management, Strategic Planning, Change Management, Interviews, Onboarding, Team Building, Recruiting, Leadership Development, Retail, Employee Training, Succession Planning
Education
Skyline College 1973 — 1975
Associate of Arts, Business Management
Allison (Bauer) Witman Allison (Bauer) Witman's California Bank & Trust Experience September 2005 - August 2008
Job Economist at RTI International
Industry Research
Experience
RTI International September 2014 - Present
UC Santa Barbara September 2008 - August 2014
California Bank & Trust September 2005 - August 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Customer Service, Investments, Banking, Business Analysis, University Teaching, Analysis, Research, Microeconomics, Data Analysis, Stata, Econometrics, Economics
Education
University of California, Santa Barbara 2008 — 2014
Doctor of Philosophy (Ph.D.), Economics
Westminster College 2002 — 2005
Bachelors of Science, Business Finance
RTI International September 2014 - Present
UC Santa Barbara September 2008 - August 2014
California Bank & Trust September 2005 - August 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Customer Service, Investments, Banking, Business Analysis, University Teaching, Analysis, Research, Microeconomics, Data Analysis, Stata, Econometrics, Economics
Education
University of California, Santa Barbara 2008 — 2014
Doctor of Philosophy (Ph.D.), Economics
Westminster College 2002 — 2005
Bachelors of Science, Business Finance
Nathaniel Arnold Nathaniel Arnold's California Bank & Trust Experience March 2009 - January 2011
Job CSR at Bank of the West
Industry Banking
Experience
Bank of the West February 2011 - Present
California Bank & Trust March 2009 - January 2011
Hudson Valley Federal Credit Union December 2007 - May 2008
Skills
Banking, Retail Banking, Commercial Banking, Credit, Deposits, Consumer Lending, Loans, Internet Banking
Education
San Francisco State University 2011 — 2013
Bachelor of Applied Science (BASc), Psychology
UC Berkeley 2008 — 2009
Bank of the West February 2011 - Present
California Bank & Trust March 2009 - January 2011
Hudson Valley Federal Credit Union December 2007 - May 2008
Skills
Banking, Retail Banking, Commercial Banking, Credit, Deposits, Consumer Lending, Loans, Internet Banking
Education
San Francisco State University 2011 — 2013
Bachelor of Applied Science (BASc), Psychology
UC Berkeley 2008 — 2009
James Cline James Cline's California Bank & Trust Experience July 2010 - April 2015
Job Vice President and Business Development Officer at California Business Bank
Industry Banking
Experience
California Business Bank May 2015 - Present
Jim Cline December 2007 - Present
California Bank & Trust July 2010 - April 2015
Citizens Business Bank 2007 - 2007
East West Bank 2002 - 2007
City National Bank 2000 - 2001
The Industrial Bank of Japan 1996 - 1997
Australia and New Zealand Banking Group Limited 1985 - 1994
First Interstate Bank 1980 - 1985
Skills
Banking, Financial Analysis, Mortgage Lending, Business Planning, Turn Around Management, Business, Capital Formation, Employee Benefits, Leadership, Loans, Commercial Lending, Credit, Due Diligence, Commercial Banking, Mergers, Corporate Finance, Cash Management, Underwriting, Small Business Lending, Real Estate, Business Development, Finance, Management, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Structured Finance
Education
University of San Francisco School of Law 1976 — 1979
JD, Law
University of California, Berkeley - Walter A. Haas School of Business 1972 — 1976
Bachelor of Science (B.S.), Business Administration, Finance and Real Estate
California Business Bank May 2015 - Present
Jim Cline December 2007 - Present
California Bank & Trust July 2010 - April 2015
Citizens Business Bank 2007 - 2007
East West Bank 2002 - 2007
City National Bank 2000 - 2001
The Industrial Bank of Japan 1996 - 1997
Australia and New Zealand Banking Group Limited 1985 - 1994
First Interstate Bank 1980 - 1985
Skills
Banking, Financial Analysis, Mortgage Lending, Business Planning, Turn Around Management, Business, Capital Formation, Employee Benefits, Leadership, Loans, Commercial Lending, Credit, Due Diligence, Commercial Banking, Mergers, Corporate Finance, Cash Management, Underwriting, Small Business Lending, Real Estate, Business Development, Finance, Management, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Structured Finance
Education
University of San Francisco School of Law 1976 — 1979
JD, Law
University of California, Berkeley - Walter A. Haas School of Business 1972 — 1976
Bachelor of Science (B.S.), Business Administration, Finance and Real Estate
Henry Chun Henry Chun's California Bank & Trust Experience June 2005 - Present
Job Vice President & Relationship Manager at California Bank and Trust
Industry Banking
Experience
California Bank & Trust June 2005 - Present
California Bank & Trust June 2005 - May 2009
Manufacturers Bank February 2004 - June 2005
Center Bank August 2002 - February 2004
Skills
Loans, Financial Services, Commercial Mortgages, Commercial Banking, Cash Management, Asset Based Lending, Credit Analysis, Commercial Lending, Letters of Credit, Banking, Lines Of Credit, Portfolio Management, Credit, Credit Risk, Financial Analysis, Finance
Education
UC San Diego 1998 — 2002
Economics, Minor in American History
Pilgrim School 1994 — 1998
California Bank & Trust June 2005 - Present
California Bank & Trust June 2005 - May 2009
Manufacturers Bank February 2004 - June 2005
Center Bank August 2002 - February 2004
Skills
Loans, Financial Services, Commercial Mortgages, Commercial Banking, Cash Management, Asset Based Lending, Credit Analysis, Commercial Lending, Letters of Credit, Banking, Lines Of Credit, Portfolio Management, Credit, Credit Risk, Financial Analysis, Finance
Education
UC San Diego 1998 — 2002
Economics, Minor in American History
Pilgrim School 1994 — 1998
Neil Fritts Neil Fritts's California Bank & Trust Experience November 1992 - Present
Job Vice President/Commercial Lending at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 1992 - Present
Bank of America August 1987 - July 1992
Skills
Commercial Lending, Lines Of Credit, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loans, Credit, Financial Analysis, Portfolio Management, Credit Risk, Underwriting, Small Business
Education
University of Colorado at Denver 1979 — 1984
B.S., Management, Finance
California Bank & Trust November 1992 - Present
Bank of America August 1987 - July 1992
Skills
Commercial Lending, Lines Of Credit, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loans, Credit, Financial Analysis, Portfolio Management, Credit Risk, Underwriting, Small Business
Education
University of Colorado at Denver 1979 — 1984
B.S., Management, Finance
Thomas Shin's California Bank & Trust Experience 1996 - 1999
Job Industry Manager eCommerce Vertical, Global Marketing Solutions at Facebook
Industry Internet
Experience
Facebook March 2013 - Present
Facebook October 2011 - March 2013
Efficient Frontier (acquired by Adobe) December 2009 - October 2011
Digg January 2009 - December 2009
Yahoo! November 2007 - January 2009
Yahoo! April 2005 - November 2007
Yahoo! September 2001 - May 2005
Ask.com (acquired by IAC) May 2000 - August 2001
Wells Fargo Bank July 1999 - June 2000
California Bank & Trust 1996 - 1999
Skills
Product Marketing, Product Management, Product Development, SEM, Advertising Sales, Strategic Partnerships, Search, Online Marketing, Online Advertising, Display Advertising, Marketing, Advertising
Education
University of California, Berkeley 1990 — 1994
BA, English
Facebook March 2013 - Present
Facebook October 2011 - March 2013
Efficient Frontier (acquired by Adobe) December 2009 - October 2011
Digg January 2009 - December 2009
Yahoo! November 2007 - January 2009
Yahoo! April 2005 - November 2007
Yahoo! September 2001 - May 2005
Ask.com (acquired by IAC) May 2000 - August 2001
Wells Fargo Bank July 1999 - June 2000
California Bank & Trust 1996 - 1999
Skills
Product Marketing, Product Management, Product Development, SEM, Advertising Sales, Strategic Partnerships, Search, Online Marketing, Online Advertising, Display Advertising, Marketing, Advertising
Education
University of California, Berkeley 1990 — 1994
BA, English
Adam Strom Adam Strom's California Bank & Trust Experience April 2003 - September 2005
Job Graphics Illustrator/Designer at Kaiser Permanente
Industry Graphic Design
Experience
Kaiser Permanente August 2013 - Present
Digital Intelligence Systems September 2012 - August 2013
Eye Contact Graphics (Self) January 2012 - October 2012
HeadQarters Advertising September 2010 - June 2011
my home office June 2010 - September 2010
Education.com October 2009 - June 2010
CirclePoint October 2008 - February 2010
de Young Museum May 2007 - July 2008
ELS Language Centers October 2006 - February 2007
California Bank & Trust April 2003 - September 2005
Skills
Dreamweaver, Flash, PowerPoint, Illustrator, InDesign, Adobe Acrobat, QuarkXPress, Mac, Drawing, Graphic Design, Teaching, Logo Design, Photoshop, Brochures, Fine Art, Web Design, Creative Direction, Painting, Advertising, Adobe Creative Suite, Direct Mail, Newsletters, Graphics, Illustration, Layout, Art Direction, Collateral, Corporate Identity, Art, Photography, Digital Illustration, Storyboarding, Interaction Design, Typography, Posters, Publications, Branding & Identity, Packaging, Concept Development, Brand Development, Corporate Branding, User Interface Design, User Experience, Digital Photography
Education
School of Visual Arts 1980 — 1983
BFA, Illustration, Media Arts
State University of New York at New Paltz 1978 — 1980
Fine Art - Painting
Kaiser Permanente August 2013 - Present
Digital Intelligence Systems September 2012 - August 2013
Eye Contact Graphics (Self) January 2012 - October 2012
HeadQarters Advertising September 2010 - June 2011
my home office June 2010 - September 2010
Education.com October 2009 - June 2010
CirclePoint October 2008 - February 2010
de Young Museum May 2007 - July 2008
ELS Language Centers October 2006 - February 2007
California Bank & Trust April 2003 - September 2005
Skills
Dreamweaver, Flash, PowerPoint, Illustrator, InDesign, Adobe Acrobat, QuarkXPress, Mac, Drawing, Graphic Design, Teaching, Logo Design, Photoshop, Brochures, Fine Art, Web Design, Creative Direction, Painting, Advertising, Adobe Creative Suite, Direct Mail, Newsletters, Graphics, Illustration, Layout, Art Direction, Collateral, Corporate Identity, Art, Photography, Digital Illustration, Storyboarding, Interaction Design, Typography, Posters, Publications, Branding & Identity, Packaging, Concept Development, Brand Development, Corporate Branding, User Interface Design, User Experience, Digital Photography
Education
School of Visual Arts 1980 — 1983
BFA, Illustration, Media Arts
State University of New York at New Paltz 1978 — 1980
Fine Art - Painting
Anna Bagdasarian Anna Bagdasarian's California Bank & Trust Experience 2007 - Present
Job Commercial Banking Team Lead at California Bank & Trust
Industry Banking
Experience
California Bank & Trust 2007 - Present
Union Bank 1991 - 2007
Education
UCLA Anderson School of Management
MBA, Business Finance
University of California, Berkeley
BA, Liberal Arts
California Bank & Trust 2007 - Present
Union Bank 1991 - 2007
Education
UCLA Anderson School of Management
MBA, Business Finance
University of California, Berkeley
BA, Liberal Arts
Oscar Huerta Oscar Huerta's California Bank & Trust Experience July 2006 - Present
Job PBO I at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2006 - Present
Skills
Loans, Commercial Lending, Banking, Deposits, Film Studies, English & Spanish...
Education
Université Sorbonne Nouvelle - Paris 3 2000 — 2001
University of California, Berkeley 1997 — 2001
Bachelor
Woodrow Wilson High School
California Bank & Trust July 2006 - Present
Skills
Loans, Commercial Lending, Banking, Deposits, Film Studies, English & Spanish...
Education
Université Sorbonne Nouvelle - Paris 3 2000 — 2001
University of California, Berkeley 1997 — 2001
Bachelor
Woodrow Wilson High School
David R. Covarrubias David R. Covarrubias's California Bank & Trust Experience May 2006 - November 2008
Job
Industry Real Estate
Experience
Marcus & Millichap October 2013 - Present
Abacus Capital Partners May 2011 - October 2013
Torrey Pines Bank November 2008 - May 2013
California Bank & Trust May 2006 - November 2008
Wells Fargo Bank October 2004 - May 2006
Skills
Commercial Mortgages, Small Business Lending, Lines Of Credit, Cash Management, Commercial Real Estate, Real Estate Investment, Real Estate Financing, Structured Finance, Banking, Investment Properties, Loans, Credit, Loan Origination, Commercial Lending, Real Estate, Real Estate Economics, Real Estate Transactions
Education
University of La Verne 2006 — 2009
Bachelors Degree, Business
arcadia high
arcadia high
Marcus & Millichap October 2013 - Present
Abacus Capital Partners May 2011 - October 2013
Torrey Pines Bank November 2008 - May 2013
California Bank & Trust May 2006 - November 2008
Wells Fargo Bank October 2004 - May 2006
Skills
Commercial Mortgages, Small Business Lending, Lines Of Credit, Cash Management, Commercial Real Estate, Real Estate Investment, Real Estate Financing, Structured Finance, Banking, Investment Properties, Loans, Credit, Loan Origination, Commercial Lending, Real Estate, Real Estate Economics, Real Estate Transactions
Education
University of La Verne 2006 — 2009
Bachelors Degree, Business
arcadia high
arcadia high
Greg Parks Greg Parks's California Bank & Trust Experience 1997 - 2000
Job Senior Account Executive at Katz and Associates
Industry Public Relations and Communications
Experience
Katz and Associates August 2007 - Present
San Diego Regional Chamber of Commerce 2006 - 2007
U.S. House of Representatives August 2001 - March 2006
California Bank & Trust 1997 - 2000
Skills
Strategic Communications, Media Relations, Policy, Public Affairs, Stakeholder Engagement, Crisis Communications, Public Relations, Community Outreach, Strategic Planning, Event Planning, Community Development, Government, Leadership, Social Media Marketing, Legislative Relations, Press Releases, Message Development, Speech Writing, Fundraising, Corporate Communications, Cision, Political Campaigns, Publicity, Marketing Communications, Event Management, Newsletters, Social Media, Proposal Writing, Internal Communications, Nonprofits, Blogging, Press Kits, Editing, Facebook, Social Networking, Public Speaking, Public Policy, AP Style, Media Outreach, Coalitions, Grassroots Organizing, Copywriting, Politics, Vocus, Social Media Measurement, Reputation Management, Crisis Management, Spokesperson, Integrated Marketing, Political Consulting
Education
University of California, San Diego 1996 — 2000
Katz and Associates August 2007 - Present
San Diego Regional Chamber of Commerce 2006 - 2007
U.S. House of Representatives August 2001 - March 2006
California Bank & Trust 1997 - 2000
Skills
Strategic Communications, Media Relations, Policy, Public Affairs, Stakeholder Engagement, Crisis Communications, Public Relations, Community Outreach, Strategic Planning, Event Planning, Community Development, Government, Leadership, Social Media Marketing, Legislative Relations, Press Releases, Message Development, Speech Writing, Fundraising, Corporate Communications, Cision, Political Campaigns, Publicity, Marketing Communications, Event Management, Newsletters, Social Media, Proposal Writing, Internal Communications, Nonprofits, Blogging, Press Kits, Editing, Facebook, Social Networking, Public Speaking, Public Policy, AP Style, Media Outreach, Coalitions, Grassroots Organizing, Copywriting, Politics, Vocus, Social Media Measurement, Reputation Management, Crisis Management, Spokesperson, Integrated Marketing, Political Consulting
Education
University of California, San Diego 1996 — 2000
Christy Sidhu Christy Sidhu's California Bank & Trust Experience August 2006 - December 2012
Job Acctg./H.R. Operations Assistant at A B R Farms
Industry Banking
Experience
A B R Farms January 2013 - Present
California Bank & Trust August 2006 - December 2012
Kreiss Enterprises, INC. February 2005 - August 2006
Super Stores of America, INC. March 2002 - January 2005
Nuffer, Smith, Tucker, INC. January 2001 - February 2002
Auto-Chlor System May 1998 - January 2001
Homeowner's Mortgage, INC. January 1987 - February 1988
TCS Mortgage INC. January 1986 - February 1987
Skills
Lotus 123, Microsoft Office, Oracle, IBM iSeries, Mac, Human Resources, Accounts Payable, Recruiting, Reddicheck, Aviva, Paradox, Yardi, Ami Pro, Gets Blue (Novell), Data Fit, Clients and Profits, Macintosh, Acc Pac, AS400, Consumer Loan Basics, Shaw-Commercial Loan, Advanced Consumer..., Processing and tracking..., Utilize accounts..., Maintains accounts..., Generate various..., Assisting Zions..., Assisting corporate..., Forwarding calls to..., Sort, distribute..., Assist other department..., Provide internal and..., QuickBooks
Education
University of California, San Diego 2013 — 2014
Professional Certificate, Human Resources Management
ucsd
Lyceum of the Philippines, Manila, Philippines 1978 — 1981
Bachelor's Degree, Business Administration, Office Management
Marian College, Manila, Philippines 1976 — 1978
Associate's Degree, Medical Secretarial Science
California Bank and Trust 2012 — 2012
Other Classes Taken
A B R Farms January 2013 - Present
California Bank & Trust August 2006 - December 2012
Kreiss Enterprises, INC. February 2005 - August 2006
Super Stores of America, INC. March 2002 - January 2005
Nuffer, Smith, Tucker, INC. January 2001 - February 2002
Auto-Chlor System May 1998 - January 2001
Homeowner's Mortgage, INC. January 1987 - February 1988
TCS Mortgage INC. January 1986 - February 1987
Skills
Lotus 123, Microsoft Office, Oracle, IBM iSeries, Mac, Human Resources, Accounts Payable, Recruiting, Reddicheck, Aviva, Paradox, Yardi, Ami Pro, Gets Blue (Novell), Data Fit, Clients and Profits, Macintosh, Acc Pac, AS400, Consumer Loan Basics, Shaw-Commercial Loan, Advanced Consumer..., Processing and tracking..., Utilize accounts..., Maintains accounts..., Generate various..., Assisting Zions..., Assisting corporate..., Forwarding calls to..., Sort, distribute..., Assist other department..., Provide internal and..., QuickBooks
Education
University of California, San Diego 2013 — 2014
Professional Certificate, Human Resources Management
ucsd
Lyceum of the Philippines, Manila, Philippines 1978 — 1981
Bachelor's Degree, Business Administration, Office Management
Marian College, Manila, Philippines 1976 — 1978
Associate's Degree, Medical Secretarial Science
California Bank and Trust 2012 — 2012
Other Classes Taken
Jacob Richards's California Bank & Trust Experience January 2010 - Present
Job Commercial Banker, VicePresident at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 2010 - Present
San Diego National Bank April 2007 - January 2010
US Bank July 2004 - April 2007
National City Bank April 2002 - June 2004
Education
University of Louisville 1999 — 2001
Finance, Finance
University of Southern Indiana 1997 — 1999
Finance
California Bank & Trust January 2010 - Present
San Diego National Bank April 2007 - January 2010
US Bank July 2004 - April 2007
National City Bank April 2002 - June 2004
Education
University of Louisville 1999 — 2001
Finance, Finance
University of Southern Indiana 1997 — 1999
Finance
Rick Petri Rick Petri's California Bank & Trust Experience 1999 - 2001
Job Client Manager US Bank
Industry Banking
Experience
US Bank May 2012 - Present
First Bank May 2005 - December 2011
Citibank September 2004 - May 2005
Washington Mutual, Inc. May 2002 - August 2004
California Bank & Trust 1999 - 2001
Wells Fargo Bank 1992 - 1995
Skills
Small Business Lending, Banking, Portfolio Management, Financial Analysis, SBA Lending, Commercial Real Estate..., Commercial Banking, Real Estate, SBA, Commercial Mortgages
Education
University of California, Davis 1989 — 1992
BS, Economics
US Bank May 2012 - Present
First Bank May 2005 - December 2011
Citibank September 2004 - May 2005
Washington Mutual, Inc. May 2002 - August 2004
California Bank & Trust 1999 - 2001
Wells Fargo Bank 1992 - 1995
Skills
Small Business Lending, Banking, Portfolio Management, Financial Analysis, SBA Lending, Commercial Real Estate..., Commercial Banking, Real Estate, SBA, Commercial Mortgages
Education
University of California, Davis 1989 — 1992
BS, Economics
Susan Wei Susan Wei's California Bank & Trust Experience January 1998 - March 2001
Job General Ledger Accountant at VTA
Industry Accounting
Experience
VTA June 2013 - Present
Life Chiropractic College West November 2012 - June 2013
Absolutely New, Inc. August 2002 - May 2012
Corsair Communications April 2001 - January 2002
California Bank & Trust January 1998 - March 2001
Skills
ADP Payroll, Payroll Taxes, Accounting, Accounts Receivable, Financial Reporting, Accounts Payable, Invoicing, Payroll, Journal Entries, Bank Reconciliation, Account Reconciliation, General Ledger, Accruals, Year End Accounts, Financial Modeling, Fixed Assets, Financial Statements, QuickBooks
Education
San Francisco State University
B.S., Business Administration
VTA June 2013 - Present
Life Chiropractic College West November 2012 - June 2013
Absolutely New, Inc. August 2002 - May 2012
Corsair Communications April 2001 - January 2002
California Bank & Trust January 1998 - March 2001
Skills
ADP Payroll, Payroll Taxes, Accounting, Accounts Receivable, Financial Reporting, Accounts Payable, Invoicing, Payroll, Journal Entries, Bank Reconciliation, Account Reconciliation, General Ledger, Accruals, Year End Accounts, Financial Modeling, Fixed Assets, Financial Statements, QuickBooks
Education
San Francisco State University
B.S., Business Administration
Tammy Kwasigroch's California Bank & Trust Experience 2006 - 2007
Job VP, Retail Banking Manager at Opus Bank
Industry Banking
Experience
Opus Bank June 2013 - Present
Home Start Inc. 2006 - 2014
US Bank October 2009 - June 2013
San Diego National Bank May 2007 - October 2009
California Bank & Trust 2006 - 2007
Washington Mutual 1997 - 2005
Home Savings of America 1995 - 1997
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Consumer Lending, Loan Origination, Branch Management, Cash Management, Credit, Commercial Mortgages, Finance, Credit Analysis, Branch Banking, Mortgage Lending, Deposits, Cross Selling, Banking, Retail Banking, Mortgage Banking, Refinance, Underwriting, Relationship Management, Treasury Management, Residential Mortgages, Asset Based Lending, Credit Cards
Education
San Diego State University-California State University 1997 — 2001
Bachelor, Sociology
Opus Bank June 2013 - Present
Home Start Inc. 2006 - 2014
US Bank October 2009 - June 2013
San Diego National Bank May 2007 - October 2009
California Bank & Trust 2006 - 2007
Washington Mutual 1997 - 2005
Home Savings of America 1995 - 1997
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Consumer Lending, Loan Origination, Branch Management, Cash Management, Credit, Commercial Mortgages, Finance, Credit Analysis, Branch Banking, Mortgage Lending, Deposits, Cross Selling, Banking, Retail Banking, Mortgage Banking, Refinance, Underwriting, Relationship Management, Treasury Management, Residential Mortgages, Asset Based Lending, Credit Cards
Education
San Diego State University-California State University 1997 — 2001
Bachelor, Sociology
Chuck Mills's California Bank & Trust Experience February 1988 - March 2006
Job CEM Capital Real Estate Finance and Investments
Industry Real Estate
Experience
CEM Capital April 2006 - Present
Walker & Dunlop August 2009 - December 2010
California Bank & Trust February 1988 - March 2006
Skills
Real Estate Investment, Asset Management, Due Diligence, Investments, Underwriting, Mortgage Banking, Equities, Construction Loans, Commercial Real Estate, Financial Structuring, Real Estate Financing, Investors, Private Equity, REO, Capital Markets, Investment Properties, Asset Managment, Banking, Real Estate Economics, Real Estate Transactions, Mortgage Lending, Loan Origination, Property, Brokerage, Disposition, Finance, Refinance, Commercial Lending, Property Management, Dispositions
Education
University of Arkansas 1979 — 1982
BSBA, Real Estate / Finance
CEM Capital April 2006 - Present
Walker & Dunlop August 2009 - December 2010
California Bank & Trust February 1988 - March 2006
Skills
Real Estate Investment, Asset Management, Due Diligence, Investments, Underwriting, Mortgage Banking, Equities, Construction Loans, Commercial Real Estate, Financial Structuring, Real Estate Financing, Investors, Private Equity, REO, Capital Markets, Investment Properties, Asset Managment, Banking, Real Estate Economics, Real Estate Transactions, Mortgage Lending, Loan Origination, Property, Brokerage, Disposition, Finance, Refinance, Commercial Lending, Property Management, Dispositions
Education
University of Arkansas 1979 — 1982
BSBA, Real Estate / Finance
Ashley Hayslip Ashley Hayslip's California Bank & Trust Experience January 2012 - January 2015
Job Vice President, Corporate Development & Strategy at Bank of the West
Industry Financial Services
Experience
Bank of the West September 2015 - Present
Zions Bancorporation January 2015 - August 2015
California Bank & Trust January 2012 - January 2015
California Bank & Trust August 2010 - January 2012
California Bank & Trust March 2009 - August 2010
Hackett Ventures May 2008 - March 2009
Mirixa Corporation January 2007 - May 2008
Compass Capital November 2005 - January 2007
Skills
Financial Modeling, Mergers, Valuation, Due Diligence, Private Equity, Risk Management, Financial Analysis, Loans, Data Analysis, Access, Mergers & Acquisitions, Finance, Strategy
Education
Montgomery High School
University of California, Davis 2001 — 2005
Bachelor of Arts, Economics with Honors, Communications with Honors
University of California, Berkeley 2006 — 2006
Select Classes toward Certificate, Finance
Bank of the West September 2015 - Present
Zions Bancorporation January 2015 - August 2015
California Bank & Trust January 2012 - January 2015
California Bank & Trust August 2010 - January 2012
California Bank & Trust March 2009 - August 2010
Hackett Ventures May 2008 - March 2009
Mirixa Corporation January 2007 - May 2008
Compass Capital November 2005 - January 2007
Skills
Financial Modeling, Mergers, Valuation, Due Diligence, Private Equity, Risk Management, Financial Analysis, Loans, Data Analysis, Access, Mergers & Acquisitions, Finance, Strategy
Education
Montgomery High School
University of California, Davis 2001 — 2005
Bachelor of Arts, Economics with Honors, Communications with Honors
University of California, Berkeley 2006 — 2006
Select Classes toward Certificate, Finance
Ben Vasquez Ben Vasquez's California Bank & Trust Experience April 2014 - Present
Job Vice President/Branch Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2014 - Present
California Bank & Trust May 2007 - April 2014
Union Bank January 2003 - November 2006
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Branch Management, Consumer Lending, Loans, Lines Of Credit, Credit, Loan Origination, Asset Based Lending, Credit Analysis, Commercial Mortgages, Retail Banking, Cross Selling, Banking, Mortgage Lending, Portfolio Management, Cash Management, Banking Relationships, SBA, Treasury Management
Education
UC Riverside 1999 — 2002
Bachelor's of Science, Business Administration
Palm springs High school
Palm springs High school
California Bank & Trust April 2014 - Present
California Bank & Trust May 2007 - April 2014
Union Bank January 2003 - November 2006
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Branch Management, Consumer Lending, Loans, Lines Of Credit, Credit, Loan Origination, Asset Based Lending, Credit Analysis, Commercial Mortgages, Retail Banking, Cross Selling, Banking, Mortgage Lending, Portfolio Management, Cash Management, Banking Relationships, SBA, Treasury Management
Education
UC Riverside 1999 — 2002
Bachelor's of Science, Business Administration
Palm springs High school
Palm springs High school
Ty Kadoli's California Bank & Trust Experience June 2013 - Present
Job AVP, Digital Marketing at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust June 2013 - Present
Cetera Financial Group July 2011 - January 2013
Sof'ella Foods August 2010 - July 2011
LPL Financial July 2007 - April 2010
U.S. Financial Management November 2005 - July 2007
Where Magazine 2004 - 2007
Union Square Merchant Organization 2004 - 2007
NCCA Concierge Organization 2004 - 2006
Gibson Overseas June 2004 - March 2005
GEOS International 1998 - 2003
Skills
Interactive Marketing, Cross-channel Marketing, Social Promotion, Online Identity, Cross Media Marketing, Digital Marketing, Email Marketing, Social Media Marketing, SEO, Integrated Marketing, Marketing Strategy, Lead Generation, Advertising, SEM, Analytics, Competitive Analysis, Multi-channel Marketing, Content Marketing, Digital Strategy, Marketing Management, Business Development, Marketing, Marketing Communications, Web Analytics, Salesforce.com, Market Research, Social Networking, Facebook, PPC, Web Marketing, User Experience, Affiliate Marketing, Online Marketing
Education
San Francisco State University, College of Business 1998 — 2002
MBA, Business
University of California, Berkeley 1996 — 1997
Marketing, Marketing
University of California, Los Angeles
Certificate, Social Media
San Francisco State University 1999 — 2002
Master of Business Administration (MBA), International Business
California Bank & Trust June 2013 - Present
Cetera Financial Group July 2011 - January 2013
Sof'ella Foods August 2010 - July 2011
LPL Financial July 2007 - April 2010
U.S. Financial Management November 2005 - July 2007
Where Magazine 2004 - 2007
Union Square Merchant Organization 2004 - 2007
NCCA Concierge Organization 2004 - 2006
Gibson Overseas June 2004 - March 2005
GEOS International 1998 - 2003
Skills
Interactive Marketing, Cross-channel Marketing, Social Promotion, Online Identity, Cross Media Marketing, Digital Marketing, Email Marketing, Social Media Marketing, SEO, Integrated Marketing, Marketing Strategy, Lead Generation, Advertising, SEM, Analytics, Competitive Analysis, Multi-channel Marketing, Content Marketing, Digital Strategy, Marketing Management, Business Development, Marketing, Marketing Communications, Web Analytics, Salesforce.com, Market Research, Social Networking, Facebook, PPC, Web Marketing, User Experience, Affiliate Marketing, Online Marketing
Education
San Francisco State University, College of Business 1998 — 2002
MBA, Business
University of California, Berkeley 1996 — 1997
Marketing, Marketing
University of California, Los Angeles
Certificate, Social Media
San Francisco State University 1999 — 2002
Master of Business Administration (MBA), International Business
Robert Kahn Robert Kahn's California Bank & Trust Experience February 1999 - April 2003
Job Senior Vice President at Union Bank
Industry Banking
Experience
Union Bank July 2013 - Present
Union Bank May 2003 - Present
Union Bank May 2003 - September 2010
California Bank & Trust February 1999 - April 2003
Union Bank March 1998 - February 1999
Manufacturers Bank March 1996 - March 1998
Wells Fargo March 1994 - March 1996
Metropolitan Service Corporation August 1991 - March 1994
Skills
Strategic Planning, Sales Management, Business Relationship..., Private Equity, Finance, Financial Modeling, Business Strategy, Credit, Risk Management, Portfolio Management, Business Planning, Budgets, Forecasting, Account Management, Corporate Finance, Asset Based Lending, Negotiation
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Union Bank July 2013 - Present
Union Bank May 2003 - Present
Union Bank May 2003 - September 2010
California Bank & Trust February 1999 - April 2003
Union Bank March 1998 - February 1999
Manufacturers Bank March 1996 - March 1998
Wells Fargo March 1994 - March 1996
Metropolitan Service Corporation August 1991 - March 1994
Skills
Strategic Planning, Sales Management, Business Relationship..., Private Equity, Finance, Financial Modeling, Business Strategy, Credit, Risk Management, Portfolio Management, Business Planning, Budgets, Forecasting, Account Management, Corporate Finance, Asset Based Lending, Negotiation
Education
University of California, Los Angeles 1986 — 1991
BA, Economics
Lisa Fuller Lisa Fuller's California Bank & Trust Experience August 2001 - May 2002
Job HR Manager at UC Berkeley Extension
Industry Education Management
Experience
UC April 2007 - Present
Anka Behavioral Health September 2005 - April 2007
STARLIGHT Adolescent Center January 2004 - September 2005
STARS Adolescent Center September 2003 - January 2004
STARS Behavioral Health Group (Corporate Office) March 2003 - September 2003
STARS Adolescent Center May 2002 - March 2003
California Bank & Trust August 2001 - May 2002
Department of Commerce - Bureau of the Census August 1999 - September 2000
Skills
Grievances, Employment Law, Employee Relations, Recruiting, Deferred Compensation, Labor Relations, Employee Benefits, Human Resources, Management, New Hire Orientations, Interviews, HRIS, Performance Management, Applicant Tracking..., Benefits Administration, HR Policies, Nonprofits, Onboarding, Payroll, Training, PeopleSoft, Policy, FMLA, Administration, Staff Development, Career Development, Talent Acquisition, Personnel Management
Education
The University of Georgia 1995 — 1997
MA, History
California State University 1993 — 1996
BA Degree, History/ Statistics option
UC April 2007 - Present
Anka Behavioral Health September 2005 - April 2007
STARLIGHT Adolescent Center January 2004 - September 2005
STARS Adolescent Center September 2003 - January 2004
STARS Behavioral Health Group (Corporate Office) March 2003 - September 2003
STARS Adolescent Center May 2002 - March 2003
California Bank & Trust August 2001 - May 2002
Department of Commerce - Bureau of the Census August 1999 - September 2000
Skills
Grievances, Employment Law, Employee Relations, Recruiting, Deferred Compensation, Labor Relations, Employee Benefits, Human Resources, Management, New Hire Orientations, Interviews, HRIS, Performance Management, Applicant Tracking..., Benefits Administration, HR Policies, Nonprofits, Onboarding, Payroll, Training, PeopleSoft, Policy, FMLA, Administration, Staff Development, Career Development, Talent Acquisition, Personnel Management
Education
The University of Georgia 1995 — 1997
MA, History
California State University 1993 — 1996
BA Degree, History/ Statistics option
Jake Nguyen Jake Nguyen's California Bank & Trust Experience October 1998 - September 1999
Job Executive Vice President, Managing Director of Commercial Lending
Industry Banking
Experience
United American Bank June 2015 - Present
Boston Private Bank & Trust Company July 2004 - June 2015
Greater Bay Bank September 1999 - August 2004
California Bank & Trust October 1998 - September 1999
Bank of America April 1990 - October 1998
Skills
Commercial Banking, Loans, Credit, Small Business Lending, Commercial Mortgages, Credit Risk, Retail Banking, Financial Analysis, Budgets, Asset Based Lending, Lines Of Credit, Construction Loans, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Underwriting, Cash Management, Portfolio Management, Finance, Refinance, Private Banking, Consumer Lending, Risk Management, Loan Origination, Investments, Treasury Management, Relationship Management, Financial Services, Cross Selling, Wealth Management
Education
Pacific Coast Banking School (PCBS) 2011 — 2013
San Francisco State University 1988 — 1992
Bachelor's of Science, Finance, Banking & Real Estate Finance
United American Bank June 2015 - Present
Boston Private Bank & Trust Company July 2004 - June 2015
Greater Bay Bank September 1999 - August 2004
California Bank & Trust October 1998 - September 1999
Bank of America April 1990 - October 1998
Skills
Commercial Banking, Loans, Credit, Small Business Lending, Commercial Mortgages, Credit Risk, Retail Banking, Financial Analysis, Budgets, Asset Based Lending, Lines Of Credit, Construction Loans, Commercial Lending, Mortgage Lending, Banking, Credit Analysis, Underwriting, Cash Management, Portfolio Management, Finance, Refinance, Private Banking, Consumer Lending, Risk Management, Loan Origination, Investments, Treasury Management, Relationship Management, Financial Services, Cross Selling, Wealth Management
Education
Pacific Coast Banking School (PCBS) 2011 — 2013
San Francisco State University 1988 — 1992
Bachelor's of Science, Finance, Banking & Real Estate Finance
Thanh Ly's California Bank & Trust Experience July 2015 - Present
Job Senior Mortgage Consultant at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2015 - Present
Comerica Bank November 2011 - July 2015
Dragon Bail Bonds February 2010 - September 2011
JPMorgan Chase September 2008 - December 2009
Washington Mutual Bank July 2000 - September 2008
Skills
Loans, Small Business Lending, Banking, Branch Banking, Commercial Banking, Credit, Consumer Lending, Commercial Lending, Lines Of Credit, Mortgage Lending, Retail Banking, Branch Management, Cross Selling, Credit Analysis, Loan Origination, Mortgage Banking, Home Equity Lines of..., Portfolio Management, Refinance, FHA, Deposits, Commercial Mortgages, Home Equity Loans, Private Banking, Construction Loans, Residential Mortgages, Credit Risk, Cash Management, Leadership
Education
San Jose State University
Economics
California Bank & Trust July 2015 - Present
Comerica Bank November 2011 - July 2015
Dragon Bail Bonds February 2010 - September 2011
JPMorgan Chase September 2008 - December 2009
Washington Mutual Bank July 2000 - September 2008
Skills
Loans, Small Business Lending, Banking, Branch Banking, Commercial Banking, Credit, Consumer Lending, Commercial Lending, Lines Of Credit, Mortgage Lending, Retail Banking, Branch Management, Cross Selling, Credit Analysis, Loan Origination, Mortgage Banking, Home Equity Lines of..., Portfolio Management, Refinance, FHA, Deposits, Commercial Mortgages, Home Equity Loans, Private Banking, Construction Loans, Residential Mortgages, Credit Risk, Cash Management, Leadership
Education
San Jose State University
Economics
Michael Yorita's California Bank & Trust Experience June 2014 - August 2014
Job Risk and Compliance Intern at Protiviti
Industry Financial Services
Experience
Protiviti June 2015 - August 2015
California Bank & Trust June 2014 - August 2014
Stevens Institute of Technology January 2014 - May 2014
Los Angeles Superior Court July 2013 - July 2013
Fisker Automotive June 2012 - August 2012
Education
Stevens Institute of Technology 2012 — 2016
Bachelor of Science (BS) in Quantitative Finance, minor in Information Systems, Quantitative Finance
Sage Hill School 2008 — 2012
High School Diploma
Protiviti June 2015 - August 2015
California Bank & Trust June 2014 - August 2014
Stevens Institute of Technology January 2014 - May 2014
Los Angeles Superior Court July 2013 - July 2013
Fisker Automotive June 2012 - August 2012
Education
Stevens Institute of Technology 2012 — 2016
Bachelor of Science (BS) in Quantitative Finance, minor in Information Systems, Quantitative Finance
Sage Hill School 2008 — 2012
High School Diploma
Dustin Allen Dustin Allen's California Bank & Trust Experience October 2013 - September 2015
Job VP | Sr. Product Program Manager at Zions Bancorporation
Industry Banking
Experience
Zions Bancorporation September 2015 - Present
California Bank & Trust October 2013 - September 2015
SchoolsFirst Federal Credit Union August 2011 - October 2013
Weber State Federal Credit Union February 2006 - August 2011
Marriott International & Ritz-Carlton Hotels May 2004 - February 2006
Skills
Marketing, Strategic Planning, Product Management, Brand Management, Product Development, Banking, Credit Unions, Marketing Strategy, Marketing Communications, Business Development, Strategy, Project Management, Management, Marketing Management, Direct Marketing, Market Research, Product Marketing, Retail Banking, CRM, Advertising, Loans, Competitive Analysis, Data Analysis, Product Strategy, statistical analysis, SEO/ SEM Marketing, Marketing Campaign..., Digital and Online..., Public Speaking, Regional Banks
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA), Corporate Strategy & Marketing
University of Utah - David Eccles School of Business
BS Degree, Business Marketing
Zions Bancorporation September 2015 - Present
California Bank & Trust October 2013 - September 2015
SchoolsFirst Federal Credit Union August 2011 - October 2013
Weber State Federal Credit Union February 2006 - August 2011
Marriott International & Ritz-Carlton Hotels May 2004 - February 2006
Skills
Marketing, Strategic Planning, Product Management, Brand Management, Product Development, Banking, Credit Unions, Marketing Strategy, Marketing Communications, Business Development, Strategy, Project Management, Management, Marketing Management, Direct Marketing, Market Research, Product Marketing, Retail Banking, CRM, Advertising, Loans, Competitive Analysis, Data Analysis, Product Strategy, statistical analysis, SEO/ SEM Marketing, Marketing Campaign..., Digital and Online..., Public Speaking, Regional Banks
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA), Corporate Strategy & Marketing
University of Utah - David Eccles School of Business
BS Degree, Business Marketing
Ali Pouretezadi's California Bank & Trust Experience October 2007 - May 2009
Job Business Development Officer, Vice President at International City Bank
Industry Banking
Experience
International City Bank December 2014 - Present
Community Bank June 2014 - October 2014
Wells Fargo Bank March 2010 - May 2014
JPMorgan Chase 2009 - March 2010
California Bank & Trust October 2007 - May 2009
Wells Fargo Bank January 2004 - October 2007
Wells Fargo Bank March 2003 - December 2003
Wells Fargo Bank March 2002 - March 2003
Langdon Engineering & Management June 1997 - April 2002
AMC Engineers, Inc. September 2000 - March 2001
Skills
Commercial Banking, Loans, Underwriting, Finance, Negotiation, Forecasting, Marketing, Pricing, Start-ups, Financial Structuring, Technical Writing, Credit, Banking, Small Business Lending, Commercial Lending, Treasury Management, Credit Analysis, Portfolio Management, Mortgage Lending, Financial Analysis, Business Planning, Sales, Lines Of Credit, Loan Origination, Cross Selling, Commercial Mortgages, Cash Management, Credit Risk, Risk Management, Retail Banking, SBA, Refinance, Branch Management, Corporate Finance, Business Relationship..., Internet Banking, Electronic Payments, Payments, Market Research, Credit Cards, Small Business, Leadership, Mergers, Business Development, Relationship Management, Consumer Lending, Financial Services, Asset Based Lending, Financial Risk, CRM
Education
University of Alaska Anchorage 1996 — 2000
Bachelor's Degree, International Finance
University of Alaska Anchorage 1996 — 2000
Minor, Economics
University of Alaska Anchorage 1993 — 1998
Bachelor's Degree, International Marketing
University of Alaska Anchorage 1993 — 1998
Minor, Justice
International City Bank December 2014 - Present
Community Bank June 2014 - October 2014
Wells Fargo Bank March 2010 - May 2014
JPMorgan Chase 2009 - March 2010
California Bank & Trust October 2007 - May 2009
Wells Fargo Bank January 2004 - October 2007
Wells Fargo Bank March 2003 - December 2003
Wells Fargo Bank March 2002 - March 2003
Langdon Engineering & Management June 1997 - April 2002
AMC Engineers, Inc. September 2000 - March 2001
Skills
Commercial Banking, Loans, Underwriting, Finance, Negotiation, Forecasting, Marketing, Pricing, Start-ups, Financial Structuring, Technical Writing, Credit, Banking, Small Business Lending, Commercial Lending, Treasury Management, Credit Analysis, Portfolio Management, Mortgage Lending, Financial Analysis, Business Planning, Sales, Lines Of Credit, Loan Origination, Cross Selling, Commercial Mortgages, Cash Management, Credit Risk, Risk Management, Retail Banking, SBA, Refinance, Branch Management, Corporate Finance, Business Relationship..., Internet Banking, Electronic Payments, Payments, Market Research, Credit Cards, Small Business, Leadership, Mergers, Business Development, Relationship Management, Consumer Lending, Financial Services, Asset Based Lending, Financial Risk, CRM
Education
University of Alaska Anchorage 1996 — 2000
Bachelor's Degree, International Finance
University of Alaska Anchorage 1996 — 2000
Minor, Economics
University of Alaska Anchorage 1993 — 1998
Bachelor's Degree, International Marketing
University of Alaska Anchorage 1993 — 1998
Minor, Justice
Monique Chan Monique Chan's California Bank & Trust Experience November 2010 - December 2013
Job Portfolio Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 2013 - Present
California Bank & Trust November 2010 - December 2013
US Bank Equipment Finance September 2006 - November 2010
Citibank January 2004 - January 2005
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Credit, Loans, Credit Analysis, Portfolio Management, Lines Of Credit, Asset Management, Banking, Capital Markets, Cash Management, Commercial Mortgages, Consumer Lending, Small Business Lending
Education
University of California, Davis
Bachelor's degree, Double major Economics and Communication
Wells Fargo Bank December 2013 - Present
California Bank & Trust November 2010 - December 2013
US Bank Equipment Finance September 2006 - November 2010
Citibank January 2004 - January 2005
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Credit, Loans, Credit Analysis, Portfolio Management, Lines Of Credit, Asset Management, Banking, Capital Markets, Cash Management, Commercial Mortgages, Consumer Lending, Small Business Lending
Education
University of California, Davis
Bachelor's degree, Double major Economics and Communication
Matthew Gage, CMA Matthew Gage, CMA's California Bank & Trust Experience May 2015 - Present
Job Certified Management Accountant
Industry Accounting
Experience
California Bank & Trust May 2015 - Present
IFFG Residential Capital August 2010 - May 2015
Accredited Home Lenders January 2006 - August 2007
ArcelorMittal April 2005 - August 2005
University of Michigan, Ross School of Business September 2003 - April 2004
Harvard Medical School June 2002 - August 2002
Skills
Microsoft Excel, US GAAP, IFRS, G/L Reconciliations, Monthly Close, Fixed Assets, Hedge Accounting, Revenue Recognition, SOX 404, SQL, R, VBA, Dynamics GP, Sensitivity Analysis, Variance Analysis, Python, SAP ERP, Logistic Regression, Linear Algebra, Predictive Analytics, Consolidations, ABC/ABM, Internal Audit, Capital Budgeting, Cash Flow Forecasting, SEC Filings, XBRL, Statistics, Technical Accounting..., Balanced Scorecard, Fund Accounting, COSO ERM, Monte Carlo Simulation, FP&A, Oracle GL, Derivatives, JavaScript, Access, Valuation, Minitab, Transfer Pricing, MRP
Education
University of Michigan 2002 — 2005
Bachelor of Arts (B.A.), Economics
California Bank & Trust May 2015 - Present
IFFG Residential Capital August 2010 - May 2015
Accredited Home Lenders January 2006 - August 2007
ArcelorMittal April 2005 - August 2005
University of Michigan, Ross School of Business September 2003 - April 2004
Harvard Medical School June 2002 - August 2002
Skills
Microsoft Excel, US GAAP, IFRS, G/L Reconciliations, Monthly Close, Fixed Assets, Hedge Accounting, Revenue Recognition, SOX 404, SQL, R, VBA, Dynamics GP, Sensitivity Analysis, Variance Analysis, Python, SAP ERP, Logistic Regression, Linear Algebra, Predictive Analytics, Consolidations, ABC/ABM, Internal Audit, Capital Budgeting, Cash Flow Forecasting, SEC Filings, XBRL, Statistics, Technical Accounting..., Balanced Scorecard, Fund Accounting, COSO ERM, Monte Carlo Simulation, FP&A, Oracle GL, Derivatives, JavaScript, Access, Valuation, Minitab, Transfer Pricing, MRP
Education
University of Michigan 2002 — 2005
Bachelor of Arts (B.A.), 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
Lauryn Mitrovich Lauryn Mitrovich's California Bank & Trust Experience June 2012 - December 2013
Job Wine Educator at Duckhorn Wine Company
Industry Wine and Spirits
Experience
Duckhorn Wine Company June 2014 - Present
Kokomo winery August 2013 - June 2014
Kosta Browne Winery January 2014 - April 2014
California Bank & Trust June 2012 - December 2013
Skills
Wine, Marketing, Alcoholic Beverages, Beverage Industry, Microsoft Office, Managing Database, Electronic Filing, Photoshop, iMovie, Mac OS, Windows, Social Media, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Facebook, Social Media Marketing, Sales, Management
Education
Sonoma State University 2009 — 2014
Bachelor of Science (BS), Business Administration: Marketing and Wine Business Strategies
Eberhard-Karls-Universität Tübingen 2010 — 2011
Germanic Languages, Literatures, and Linguistics
Duckhorn Wine Company June 2014 - Present
Kokomo winery August 2013 - June 2014
Kosta Browne Winery January 2014 - April 2014
California Bank & Trust June 2012 - December 2013
Skills
Wine, Marketing, Alcoholic Beverages, Beverage Industry, Microsoft Office, Managing Database, Electronic Filing, Photoshop, iMovie, Mac OS, Windows, Social Media, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Facebook, Social Media Marketing, Sales, Management
Education
Sonoma State University 2009 — 2014
Bachelor of Science (BS), Business Administration: Marketing and Wine Business Strategies
Eberhard-Karls-Universität Tübingen 2010 — 2011
Germanic Languages, Literatures, and Linguistics
Noemi Ann (Tan) Valenzuela, PHR, SHRM-CP Noemi Ann (Tan) Valenzuela, PHR, SHRM-CP's California Bank & Trust Experience June 2002 - March 2003
Job HR Partner
Industry Hospital & Health Care
Experience
Alta Bates Medical Center January 2013 - Present
Sutter Health East Bay Region January 2010 - December 2012
Alta Bates Summit Medical Center July 2009 - January 2010
Alta Bates Summit Medical Center April 2006 - June 2009
Alta Bates Summit Medical Center October 2003 - March 2006
Alta Bates Summit Medical Center March 2003 - September 2003
California Bank & Trust June 2002 - March 2003
Woodworks Furniture October 2000 - March 2003
Skills
Benefits Administration, Leave of Absense..., Lawson HRIS, Stars Enterprise, Crystal..., Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Training
Education
San Jose State University 1998 — 2002
Bachelor of Science, Business Administration; Human Resources Management
Westmoor High School 1994 — 1998
Alta Bates Medical Center January 2013 - Present
Sutter Health East Bay Region January 2010 - December 2012
Alta Bates Summit Medical Center July 2009 - January 2010
Alta Bates Summit Medical Center April 2006 - June 2009
Alta Bates Summit Medical Center October 2003 - March 2006
Alta Bates Summit Medical Center March 2003 - September 2003
California Bank & Trust June 2002 - March 2003
Woodworks Furniture October 2000 - March 2003
Skills
Benefits Administration, Leave of Absense..., Lawson HRIS, Stars Enterprise, Crystal..., Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Training
Education
San Jose State University 1998 — 2002
Bachelor of Science, Business Administration; Human Resources Management
Westmoor High School 1994 — 1998
Pamela Glass Pamela Glass's California Bank & Trust Experience January 2014 - November 2014
Job Senior Vice President and Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 2014 - November 2014
California Bank & Trust September 2013 - January 2014
Sterling Consulting Services Inc. April 2011 - September 2013
Zions Management Services Company January 2008 - March 2011
California Bank & Trust May 1999 - December 2007
Union Bank January 1995 - May 1999
J.P. Morgan November 1990 - August 1994
Education
University of Delaware 1980 — 1984
BA, Economics and Philosophy
California Bank & Trust January 2014 - November 2014
California Bank & Trust September 2013 - January 2014
Sterling Consulting Services Inc. April 2011 - September 2013
Zions Management Services Company January 2008 - March 2011
California Bank & Trust May 1999 - December 2007
Union Bank January 1995 - May 1999
J.P. Morgan November 1990 - August 1994
Education
University of Delaware 1980 — 1984
BA, Economics and Philosophy
Yeu-Shiuan Chen Yeu-Shiuan Chen's California Bank & Trust Experience August 2013 - May 2014
Job Sr. Credit Analyst
Industry Banking
Experience
City National Bank May 2014 - Present
California Bank & Trust August 2013 - May 2014
East West Bank April 2012 - July 2013
Wells Fargo Bank October 2006 - April 2012
Skills
Portfolio Management, Underwriting, Athena Blast, AFS, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Loans, Credit, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Financial Analysis
Education
University of California, Riverside
Bachelor, Science on Business Administration; Accounting
City National Bank May 2014 - Present
California Bank & Trust August 2013 - May 2014
East West Bank April 2012 - July 2013
Wells Fargo Bank October 2006 - April 2012
Skills
Portfolio Management, Underwriting, Athena Blast, AFS, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Loans, Credit, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Financial Analysis
Education
University of California, Riverside
Bachelor, Science on Business Administration; Accounting
Alejandro Aizpuru's California Bank & Trust Experience February 2004 - March 2005
Job Senior Loan Underwriter, Assistant Vice President at Wells Fargo Wealth Management Group
Industry Banking
Experience
Wells Fargo Wealth Management Group June 2013 - Present
Wells Fargo Wealth Management Group April 2011 - May 2013
San Diego Private Bank May 2010 - April 2011
1st Pacific Bank of California June 2008 - December 2009
1st Pacific Bank of California April 2005 - May 2008
California Bank & Trust February 2004 - March 2005
CDC Small Business Finance October 2002 - January 2004
First National Bank 1999 - 2001
Skills
Excel (Macros, V and H..., Financial Statement..., IBM Cognos Impromptu, Buker's Tax Analysis..., Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Asset Based Lending, Commercial Mortgages, SBA 504, Commercial Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Risk Management, Financial Analysis, Microsoft Excel, Tax Analysis
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1993 — 1998
Bachelor of Science (BS), Industrial Engineering
Tecnológico de Monterrey 1993 — 1998
Bachelors, Industrial and Systems Engineer
Instituto Mexico
Sacred Heart School, Coronado
Wells Fargo Wealth Management Group June 2013 - Present
Wells Fargo Wealth Management Group April 2011 - May 2013
San Diego Private Bank May 2010 - April 2011
1st Pacific Bank of California June 2008 - December 2009
1st Pacific Bank of California April 2005 - May 2008
California Bank & Trust February 2004 - March 2005
CDC Small Business Finance October 2002 - January 2004
First National Bank 1999 - 2001
Skills
Excel (Macros, V and H..., Financial Statement..., IBM Cognos Impromptu, Buker's Tax Analysis..., Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Asset Based Lending, Commercial Mortgages, SBA 504, Commercial Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Risk Management, Financial Analysis, Microsoft Excel, Tax Analysis
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1993 — 1998
Bachelor of Science (BS), Industrial Engineering
Tecnológico de Monterrey 1993 — 1998
Bachelors, Industrial and Systems Engineer
Instituto Mexico
Sacred Heart School, Coronado
Robert B. Price's California Bank & Trust Experience 2004 - 2005
Job Naples Florida Area
Industry Financial Services
Experience
T. I. Management February 2005 - Present
California Bank & Trust 2004 - 2005
BB&T September 2002 - April 2004
Merrill Lynch September 1999 - August 2002
Morgan Stanley June 1997 - August 1999
Skills
Private Equity, Asset Managment, Asset Allocation, Real Estate Transactions, Estate Planning, Investments, Banking, Negotiation, Deal Strategy, Portfolio Management, Financial Modeling, Valuation, Finance, Corporate Finance, Venture Capital, Asset Management, Management, Financial Analysis, Due Diligence, Strategy
Education
The University of Chicago - Booth School of Business
MBA
University of Notre Dame
BA
T. I. Management February 2005 - Present
California Bank & Trust 2004 - 2005
BB&T September 2002 - April 2004
Merrill Lynch September 1999 - August 2002
Morgan Stanley June 1997 - August 1999
Skills
Private Equity, Asset Managment, Asset Allocation, Real Estate Transactions, Estate Planning, Investments, Banking, Negotiation, Deal Strategy, Portfolio Management, Financial Modeling, Valuation, Finance, Corporate Finance, Venture Capital, Asset Management, Management, Financial Analysis, Due Diligence, Strategy
Education
The University of Chicago - Booth School of Business
MBA
University of Notre Dame
BA
C.S. Lai's California Bank & Trust Experience February 2007 - September 2011
Job First Republic Bank
Industry Banking
Experience
First Republic Bank September 2012 - Present
Focus Business Bank September 2011 - September 2012
California Bank & Trust February 2007 - September 2011
U.S. Bank October 2004 - January 2007
Associated Students of University of California March 2002 - March 2003
Associated Students of University of California September 2000 - March 2002
Skills
Business Development, Banking, Credit Analysis, Relationship Management, Portfolio Management, Risk Management, Loan Origination, Due Diligence, Commercial Mortgages, Private Equity, Commercial Real Estate, Cash Flow Lending, Lines Of Credit, Underwriting, Investment Properties, Business Relationship..., Working Capital..., Start-ups, Venture Capital, Alternative Investments, Financial Statement..., Commercial Banking, Hedge Funds, Credit, Accounting, Commercial Lending
Education
University of California, Davis 1999 — 2004
Bachelor of Science, Managerial Economics
Prospect High School
First Republic Bank September 2012 - Present
Focus Business Bank September 2011 - September 2012
California Bank & Trust February 2007 - September 2011
U.S. Bank October 2004 - January 2007
Associated Students of University of California March 2002 - March 2003
Associated Students of University of California September 2000 - March 2002
Skills
Business Development, Banking, Credit Analysis, Relationship Management, Portfolio Management, Risk Management, Loan Origination, Due Diligence, Commercial Mortgages, Private Equity, Commercial Real Estate, Cash Flow Lending, Lines Of Credit, Underwriting, Investment Properties, Business Relationship..., Working Capital..., Start-ups, Venture Capital, Alternative Investments, Financial Statement..., Commercial Banking, Hedge Funds, Credit, Accounting, Commercial Lending
Education
University of California, Davis 1999 — 2004
Bachelor of Science, Managerial Economics
Prospect High School
Emily Spoon Emily Spoon's California Bank & Trust Experience September 2002 - September 2005
Job Senior Graphic Designer and Project Manager at Wells Fargo Business Direct
Industry Graphic Design
Experience
Wells Fargo Business Direct November 2012 - Present
Emily Spoon Design June 1990 - Present
Wells Fargo Bank February 2011 - April 2012
Redwood Trust March 2008 - August 2010
Swinerton Incorporated November 2005 - August 2007
California Bank & Trust September 2002 - September 2005
CNET Networks September 1999 - May 2001
Skills
Graphic Design, InDesign, Corporate Identity, Adobe Acrobat, Adobe Creative Suite, Illustrator, Web Design, Advertising, Art Direction, QuarkXPress, Dreamweaver, Brochures, Photoshop, Flash, Logo Design, Graphics, Marketing, Creative Direction, Corporate Branding, Illustration, Integrated Marketing, Marketing Communications, Layout, Direct Mail, Newsletters, Trade Shows, Collateral, Corporate Communications, Brand Development, Branding & Identity, Packaging, Typography, Email Marketing, Mac, User Experience, Creative Strategy, Visual Communication, Pre-press, Copywriting, Interaction Design, User Interface Design, Direct Marketing, WordPress, SEO, Online Marketing, Photography, Digital Marketing, Online Advertising, After Effects, Social Media Marketing
Education
Intergal Yoga Institute 2011 — 2014
Teaching Certification
Bay Area Video Coalition 2010 — 2011
University of California, Santa Cruz
Certificate
Wells Fargo Business Direct November 2012 - Present
Emily Spoon Design June 1990 - Present
Wells Fargo Bank February 2011 - April 2012
Redwood Trust March 2008 - August 2010
Swinerton Incorporated November 2005 - August 2007
California Bank & Trust September 2002 - September 2005
CNET Networks September 1999 - May 2001
Skills
Graphic Design, InDesign, Corporate Identity, Adobe Acrobat, Adobe Creative Suite, Illustrator, Web Design, Advertising, Art Direction, QuarkXPress, Dreamweaver, Brochures, Photoshop, Flash, Logo Design, Graphics, Marketing, Creative Direction, Corporate Branding, Illustration, Integrated Marketing, Marketing Communications, Layout, Direct Mail, Newsletters, Trade Shows, Collateral, Corporate Communications, Brand Development, Branding & Identity, Packaging, Typography, Email Marketing, Mac, User Experience, Creative Strategy, Visual Communication, Pre-press, Copywriting, Interaction Design, User Interface Design, Direct Marketing, WordPress, SEO, Online Marketing, Photography, Digital Marketing, Online Advertising, After Effects, Social Media Marketing
Education
Intergal Yoga Institute 2011 — 2014
Teaching Certification
Bay Area Video Coalition 2010 — 2011
University of California, Santa Cruz
Certificate
Connie L. Musgrove Connie L. Musgrove's California Bank & Trust Experience January 2012 - June 2012
Job VP Business Client Manager with Expertise in Portfolio Growth | Open to New Opportunities
Industry Banking
Experience
Citibank February 2014 - Present
Leaders in Business Client Management in the San Jose Bay Area 2013 - Present
Bank of America July 2012 - April 2013
California Bank & Trust January 2012 - June 2012
Bank of America February 1998 - October 2011
Bank of America June 2008 - September 2009
Bank of America January 1997 - February 1998
Wells Fargo Bank January 1989 - January 1997
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Treasury Management, Loan Origination, Lines Of Credit, SBA, Cash Management, Mortgage Lending, Retail Banking, Portfolio Management, Consumer Lending, Commercial Mortgages, Treasury Services
Education
University of Houston 1979 — 1983
B.S, Petroleum Land Management
Citibank February 2014 - Present
Leaders in Business Client Management in the San Jose Bay Area 2013 - Present
Bank of America July 2012 - April 2013
California Bank & Trust January 2012 - June 2012
Bank of America February 1998 - October 2011
Bank of America June 2008 - September 2009
Bank of America January 1997 - February 1998
Wells Fargo Bank January 1989 - January 1997
Skills
Small Business Lending, Loans, Commercial Banking, Banking, Treasury Management, Loan Origination, Lines Of Credit, SBA, Cash Management, Mortgage Lending, Retail Banking, Portfolio Management, Consumer Lending, Commercial Mortgages, Treasury Services
Education
University of Houston 1979 — 1983
B.S, Petroleum Land Management
Nicki Reid Nicki Reid's California Bank & Trust Experience July 2005 - August 2007
Job Western Region Relationship Manager at Toyota
Industry Financial Services
Experience
Toyota February 2008 - Present
California Bank & Trust July 2005 - August 2007
Skills
Commercial Lending, Credit, Portfolio Management, Financial Analysis, Loans, Finance, Commercial Banking, Relationship Management, Sales Management, Credit Risk, Sales, Banking, Risk Management, Business Development, Process Improvement, Customer Service, Negotiation, Strategic Planning
Education
University of Alabama 1990 — 2005
Masters, Business/Finance
Toyota February 2008 - Present
California Bank & Trust July 2005 - August 2007
Skills
Commercial Lending, Credit, Portfolio Management, Financial Analysis, Loans, Finance, Commercial Banking, Relationship Management, Sales Management, Credit Risk, Sales, Banking, Risk Management, Business Development, Process Improvement, Customer Service, Negotiation, Strategic Planning
Education
University of Alabama 1990 — 2005
Masters, Business/Finance
JP McDonald JP McDonald's California Bank & Trust Experience 2007 - Present
Job Vice President at CB&T
Industry Banking
Experience
California Bank & Trust 2007 - Present
Skills
Business Services, Loans, Credit Analysis, Commercial Banking, Credit, Business Loans, SBA, SBA 504, Banking, Deposit Growth, Lines Of Credit, Financial Services, Commercial Lending, Small Business Lending, Commercial Real Estate
Education
University of California, Santa Barbara 1997 — 2001
B.A., Business Economics-- Honors
California Bank & Trust 2007 - Present
Skills
Business Services, Loans, Credit Analysis, Commercial Banking, Credit, Business Loans, SBA, SBA 504, Banking, Deposit Growth, Lines Of Credit, Financial Services, Commercial Lending, Small Business Lending, Commercial Real Estate
Education
University of California, Santa Barbara 1997 — 2001
B.A., Business Economics-- Honors
Kelly Banks Kelly Banks's California Bank & Trust Experience June 1998 - February 2003
Job Owner, Designing Women Interiors, LLC
Industry Design
Experience
Designing Women Interiors, LLC October 2004 - Present
Interior Design Society, Bay Area 2007 - 2012
California Bank & Trust June 1998 - February 2003
Wells Fargo January 1979 - June 1987
Skills
Space-planning, Window Treatments, Interior Design, Interior Lighting, Color Schemes, Project Management, Home Staging, Furniture, Interior Architecture, Renovation, Furnishings, Flooring, Rendering, Space planning, Cabinetry, Design Consulting, Bathrooms, Construction, Residential Design, Submittals, Residential Homes, Retail Design, Lighting Design, Finish, Floor Plans, Custom Furniture, FF&E, Sketching, Lighting, Concept Design, Tiles, Upholstery, Kitchen & Bath Design, Design Research, Textiles, Architectural Drawings, Sustainable Design, Fabric Selection, SketchUp, House, Green Building, Drawing, Paint, Carpet, Creativity, Space Planning, Customer Experience
Education
San Jose State University 1979 — 1981
Business-Human Resource Management
Designing Women Interiors, LLC October 2004 - Present
Interior Design Society, Bay Area 2007 - 2012
California Bank & Trust June 1998 - February 2003
Wells Fargo January 1979 - June 1987
Skills
Space-planning, Window Treatments, Interior Design, Interior Lighting, Color Schemes, Project Management, Home Staging, Furniture, Interior Architecture, Renovation, Furnishings, Flooring, Rendering, Space planning, Cabinetry, Design Consulting, Bathrooms, Construction, Residential Design, Submittals, Residential Homes, Retail Design, Lighting Design, Finish, Floor Plans, Custom Furniture, FF&E, Sketching, Lighting, Concept Design, Tiles, Upholstery, Kitchen & Bath Design, Design Research, Textiles, Architectural Drawings, Sustainable Design, Fabric Selection, SketchUp, House, Green Building, Drawing, Paint, Carpet, Creativity, Space Planning, Customer Experience
Education
San Jose State University 1979 — 1981
Business-Human Resource Management
Andrew Pahkim Andrew Pahkim's California Bank & Trust Experience July 2011 - July 2012
Job Business Loan Underwriter at SAFE Credit Union
Industry Banking
Experience
SAFE Credit Union July 2014 - Present
NOR-CAL FDC June 2013 - Present
OBDC Small Business Finance July 2012 - July 2014
California Bank & Trust July 2011 - July 2012
First Bank October 2006 - July 2011
Investors Bank & Trust September 2003 - July 2005
Franklin Templeton Investments August 2002 - September 2003
Skills
Financial Analysis, Commercial Lending, Loan Servicing, SBA, Credit Analysis, Loans, Banking, Underwriting, Credit
Education
San Jose State University 1998 — 2006
B.S., Business Administration, Finance
San Francisco State University 1996 — 1998
SAFE Credit Union July 2014 - Present
NOR-CAL FDC June 2013 - Present
OBDC Small Business Finance July 2012 - July 2014
California Bank & Trust July 2011 - July 2012
First Bank October 2006 - July 2011
Investors Bank & Trust September 2003 - July 2005
Franklin Templeton Investments August 2002 - September 2003
Skills
Financial Analysis, Commercial Lending, Loan Servicing, SBA, Credit Analysis, Loans, Banking, Underwriting, Credit
Education
San Jose State University 1998 — 2006
B.S., Business Administration, Finance
San Francisco State University 1996 — 1998
Bill Pollard Bill Pollard's California Bank & Trust Experience January 2002 - June 2003
Job SVP, Regional Lending Manager at Pacific Coast Bankers Bank
Industry Banking
Experience
Pacific Coast Bankers' Bank September 2008 - Present
Vineyard National Bancorp / Vineyard Bank, N.A. 2003 - 2008
California Bank & Trust January 2002 - June 2003
U.S. Bank June 1991 - December 2001
Frost Trinen Partners June 1988 - June 1991
Burke Commercial Real Estate June 1985 - June 1988
Cannell and Chaffin Commercial Interiors June 1980 - June 1985
Bank of America June 1975 - June 1980
Skills
CRE Loan Participations, C & I Loan..., Risk Management, Underwriting, Financial Analysis, Credit Analysis, Credit Risk, Business Development, Marketing Strategy, Portfolio Management, Team Leadership, Communication, Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Loans, Management, Real Estate
Education
University of California, Irvine 1970 — 1974
BA, Social Ecology
Pacific Coast Bankers' Bank September 2008 - Present
Vineyard National Bancorp / Vineyard Bank, N.A. 2003 - 2008
California Bank & Trust January 2002 - June 2003
U.S. Bank June 1991 - December 2001
Frost Trinen Partners June 1988 - June 1991
Burke Commercial Real Estate June 1985 - June 1988
Cannell and Chaffin Commercial Interiors June 1980 - June 1985
Bank of America June 1975 - June 1980
Skills
CRE Loan Participations, C & I Loan..., Risk Management, Underwriting, Financial Analysis, Credit Analysis, Credit Risk, Business Development, Marketing Strategy, Portfolio Management, Team Leadership, Communication, Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Loans, Management, Real Estate
Education
University of California, Irvine 1970 — 1974
BA, Social Ecology
Juli Elston Juli Elston's California Bank & Trust Experience 1998 - 2004
Job Debt Capital Professional
Industry Commercial Real Estate
Experience
First United Bank 2014 - 2015
Virtus Real Estate Capital 2012 - 2014
Morgan Stanley Private Bank, N.A. 2010 - 2012
Bank of America 2005 - 2009
Bank of the West 2004 - 2005
California Bank & Trust 1998 - 2004
Bank One and Guaranty Bank 1990 - 1998
Skills
Loans, Portfolio Management, Risk Management, Underwriting, Capital Markets, Construction Loans, Business Development, Negotiation, Asset Managment, Real Estate Financing, Key Account Management, Loan Origination, Commercial Real Estate..., Commercial Real Estate..., Real Estate Due..., Legal Documents, Debt Restructuring, Financial Reporting, Debt & Equity Financing, Investment Property..., Lines Of Credit, Bridge Loans, Term Loan, CMBS, Seniors Housing, Student Housing, Self Storage, Medical Office, Apartments, Hotels, Office Buildings, Industrial Buildings, REIT, Cost Accounting, Investments, Finance, Banking
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), MBA
First United Bank 2014 - 2015
Virtus Real Estate Capital 2012 - 2014
Morgan Stanley Private Bank, N.A. 2010 - 2012
Bank of America 2005 - 2009
Bank of the West 2004 - 2005
California Bank & Trust 1998 - 2004
Bank One and Guaranty Bank 1990 - 1998
Skills
Loans, Portfolio Management, Risk Management, Underwriting, Capital Markets, Construction Loans, Business Development, Negotiation, Asset Managment, Real Estate Financing, Key Account Management, Loan Origination, Commercial Real Estate..., Commercial Real Estate..., Real Estate Due..., Legal Documents, Debt Restructuring, Financial Reporting, Debt & Equity Financing, Investment Property..., Lines Of Credit, Bridge Loans, Term Loan, CMBS, Seniors Housing, Student Housing, Self Storage, Medical Office, Apartments, Hotels, Office Buildings, Industrial Buildings, REIT, Cost Accounting, Investments, Finance, Banking
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), MBA
John Ogawa's California Bank & Trust Experience June 1994 - August 1999
Job Accountant (Contract) at Wells Fargo
Industry Venture Capital & Private Equity
Experience
Wells Fargo July 2014 - Present
SVB Financial Group May 2011 - May 2014
Silicon Valley Bank July 2008 - May 2011
SVB Financial Group March 2003 - July 2008
Silicon Valley Bank September 1999 - March 2003
California Bank & Trust June 1994 - August 1999
Japan Exchange and Teaching Programme August 1991 - August 1993
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Due Diligence, Accounting, Valuation, Private Equity, Finance, Venture Capital, Auditing, Financial Accounting, Financial Modeling, Loans, Investments, Portfolio Management
Education
Santa Clara University 2000 — 2004
MBA, Finance
University of California, Davis 1987 — 1991
BA, Economics
Wells Fargo July 2014 - Present
SVB Financial Group May 2011 - May 2014
Silicon Valley Bank July 2008 - May 2011
SVB Financial Group March 2003 - July 2008
Silicon Valley Bank September 1999 - March 2003
California Bank & Trust June 1994 - August 1999
Japan Exchange and Teaching Programme August 1991 - August 1993
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Due Diligence, Accounting, Valuation, Private Equity, Finance, Venture Capital, Auditing, Financial Accounting, Financial Modeling, Loans, Investments, Portfolio Management
Education
Santa Clara University 2000 — 2004
MBA, Finance
University of California, Davis 1987 — 1991
BA, Economics
Patricia Shunnarah's California Bank & Trust Experience July 2006 - April 2008
Job Compliance Administrator at Regions Bank
Industry Banking
Experience
Regions Bank August 2015 - Present
Regions Bank June 2013 - August 2015
Regions Bank April 2012 - June 2013
Regions Bank September 2011 - April 2012
Synovus December 2009 - September 2011
BBVA Compass August 2008 - January 2009
California Bank & Trust July 2006 - April 2008
Comerica Bank January 2005 - July 2006
Skills
Credit Analysis, Credit Risk, Underwriting, Financial Analysis, Banking, Credit, Finance, Cash Flow, Financial Risk, Portfolio Management, Auditing, Management, Internal Audit, Analysis, Accounting
Education
University of California, Riverside 1999 — 2004
Regions Bank August 2015 - Present
Regions Bank June 2013 - August 2015
Regions Bank April 2012 - June 2013
Regions Bank September 2011 - April 2012
Synovus December 2009 - September 2011
BBVA Compass August 2008 - January 2009
California Bank & Trust July 2006 - April 2008
Comerica Bank January 2005 - July 2006
Skills
Credit Analysis, Credit Risk, Underwriting, Financial Analysis, Banking, Credit, Finance, Cash Flow, Financial Risk, Portfolio Management, Auditing, Management, Internal Audit, Analysis, Accounting
Education
University of California, Riverside 1999 — 2004
Thomas Shaffer's California Bank & Trust Experience 2012 - Present
Job Finance Professional w/ Management Consulting & Banking Experience
Industry Banking
Experience
California Bank & Trust 2012 - Present
Merrill Lynch July 2011 - September 2011
Cengage Learning August 2008 - June 2010
Independent Financial Group January 2008 - July 2008
Maram Holdings June 2007 - September 2007
The Parthenon Group August 2005 - June 2007
Education
University of San Diego 2010 — 2011
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
The Bridge Program
University of San Diego 2001 — 2005
Bachelor of Business Administration (B.B.A.)
California Bank & Trust 2012 - Present
Merrill Lynch July 2011 - September 2011
Cengage Learning August 2008 - June 2010
Independent Financial Group January 2008 - July 2008
Maram Holdings June 2007 - September 2007
The Parthenon Group August 2005 - June 2007
Education
University of San Diego 2010 — 2011
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
The Bridge Program
University of San Diego 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Barry Langer's California Bank & Trust Experience February 2002 - Present
Job 1st Vice President & Treasury Management Customer Relations Manager
Industry Banking
Experience
California Bank & Trust February 2002 - Present
Tarzana September 1987 - January 2002
Los Angeles September 1979 - June 1987
Skills
Administration, Strategic Planning, Customer Service, Problem Solving, Banking, Risk Management, Cash Management, Treasury Management, Commercial Banking, Coaching, Retail Banking, Financial Risk, Team Building
Education
University of California, San Diego 1974 — 1979
Bachelor of Arts, Economics
Taft High School 1971 — 1974
California Bank & Trust February 2002 - Present
Tarzana September 1987 - January 2002
Los Angeles September 1979 - June 1987
Skills
Administration, Strategic Planning, Customer Service, Problem Solving, Banking, Risk Management, Cash Management, Treasury Management, Commercial Banking, Coaching, Retail Banking, Financial Risk, Team Building
Education
University of California, San Diego 1974 — 1979
Bachelor of Arts, Economics
Taft High School 1971 — 1974
Florence Cao's California Bank & Trust Experience November 2011 - Present
Job Reliable Credit Analyst
Industry Banking
Experience
California Bank & Trust November 2011 - Present
Pacific Mercantile Bank April 2007 - November 2011
Education
University of California, Irvine 1999 — 2003
Bachelor, Economics
California Bank & Trust November 2011 - Present
Pacific Mercantile Bank April 2007 - November 2011
Education
University of California, Irvine 1999 — 2003
Bachelor, Economics
Ivan Borja's California Bank & Trust Experience March 2014 - Present
Job Branch / Relationship Manager
Industry Financial Services
Experience
California Bank & Trust March 2014 - Present
Comerica Bank July 2012 - March 2014
Union Bank May 2008 - July 2012
Washington Mutual February 2006 - October 2007
Wells Fargo December 2000 - January 2006
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Lines Of Credit, Mortgage Banking, Retail Banking, Portfolio Management, Credit Risk, Series 7, Financial Analysis, Cross Selling, Series 63, Refinance, Treasury Management, Wealth Management
Education
University of California, Los Angeles 2004 — 2006
St. John Bosco
California Bank & Trust March 2014 - Present
Comerica Bank July 2012 - March 2014
Union Bank May 2008 - July 2012
Washington Mutual February 2006 - October 2007
Wells Fargo December 2000 - January 2006
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Lines Of Credit, Mortgage Banking, Retail Banking, Portfolio Management, Credit Risk, Series 7, Financial Analysis, Cross Selling, Series 63, Refinance, Treasury Management, Wealth Management
Education
University of California, Los Angeles 2004 — 2006
St. John Bosco
Anzhelika Uritsky's California Bank & Trust Experience August 2007 - Present
Job VP & Loan Advisor at California Bank & Trust
Industry Banking
Experience
California Bank & Trust August 2007 - Present
Alliance Bank 2007 - 2009
First California Bank May 1997 - August 2007
National Mercantile Bancorp 1997 - 2007
Skills
Underwriting, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Credit, Banking, Commercial Mortgages, Lines Of Credit, Loan Origination, Financial Risk, Credit Risk, Asset Based Lending, Portfolio Management, Financial Analysis, Risk Management, Construction Loans, Loans, Private Banking, Refinance
Education
University of California, Los Angeles
BA, Economics/Accounting
California Bank & Trust August 2007 - Present
Alliance Bank 2007 - 2009
First California Bank May 1997 - August 2007
National Mercantile Bancorp 1997 - 2007
Skills
Underwriting, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Credit, Banking, Commercial Mortgages, Lines Of Credit, Loan Origination, Financial Risk, Credit Risk, Asset Based Lending, Portfolio Management, Financial Analysis, Risk Management, Construction Loans, Loans, Private Banking, Refinance
Education
University of California, Los Angeles
BA, Economics/Accounting
Barbara Roesner's California Bank & Trust Experience August 2015 - Present
Job Credit Advior at California Bank & Trust
Industry Banking
Experience
California Bank & Trust August 2015 - Present
Bank of the West October 2014 - July 2015
Mechanics Bank September 2010 - October 2014
Mechanics Bank September 2010 - December 2012
The Mechanics Bank July 2008 - October 2010
City National Bank December 2007 - July 2008
Skills
Cash Management, Commercial Banking, Loans, Credit, Banking, Finance, Mergers, Working Capital..., Asset Based Lending, Mergers & Acquisitions, Credit Analysis, Small Business Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Commercial Lending, Financial Analysis, Credit Risk
Education
The University of Connecticut 1985 — 1989
BS, Finance
California Bank & Trust August 2015 - Present
Bank of the West October 2014 - July 2015
Mechanics Bank September 2010 - October 2014
Mechanics Bank September 2010 - December 2012
The Mechanics Bank July 2008 - October 2010
City National Bank December 2007 - July 2008
Skills
Cash Management, Commercial Banking, Loans, Credit, Banking, Finance, Mergers, Working Capital..., Asset Based Lending, Mergers & Acquisitions, Credit Analysis, Small Business Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Commercial Lending, Financial Analysis, Credit Risk
Education
The University of Connecticut 1985 — 1989
BS, Finance
Eric Ventura's California Bank & Trust Experience August 2010 - Present
Job Banker/Asset Manager Commercial Real Estate Finance
Industry Real Estate
Experience
California Bank & Trust August 2010 - Present
MMC Group LP February 2009 - July 2010
Ventura Pacific Real Estate 2003 - 2008
World Premier Investments 2001 - 2002
AcaciaBank 1997 - 2000
GE Capital 1994 - 1997
MBK MDR Real Estate, Inc (Mitsui & Co) 1992 - 1994
Bank of America / Security Pacific National Bank 1990 - 1992
KPMG / Peast Marwick Main & Co. 1985 - 1988
Skills
Real Estate, Disposition, Real Estate Transactions, Credit, Financial Analysis, Portfolio Management, Start-ups, Finance, Entrepreneurship, Investments, Asset Management, Loans, Commercial Real Estate, Investment Properties, Banking
Education
University of California, Los Angeles - The Anderson School of Management 1988 — 1990
Master of Business Administration (MBA), Finance and Real Estate
University of Notre Dame 1981 — 1985
BBA, Accounting
California Bank & Trust August 2010 - Present
MMC Group LP February 2009 - July 2010
Ventura Pacific Real Estate 2003 - 2008
World Premier Investments 2001 - 2002
AcaciaBank 1997 - 2000
GE Capital 1994 - 1997
MBK MDR Real Estate, Inc (Mitsui & Co) 1992 - 1994
Bank of America / Security Pacific National Bank 1990 - 1992
KPMG / Peast Marwick Main & Co. 1985 - 1988
Skills
Real Estate, Disposition, Real Estate Transactions, Credit, Financial Analysis, Portfolio Management, Start-ups, Finance, Entrepreneurship, Investments, Asset Management, Loans, Commercial Real Estate, Investment Properties, Banking
Education
University of California, Los Angeles - The Anderson School of Management 1988 — 1990
Master of Business Administration (MBA), Finance and Real Estate
University of Notre Dame 1981 — 1985
BBA, Accounting
Jerry Cabral's California Bank & Trust Experience September 1998 - March 2000
Job Senior Solutions Engineer at Sutter Health
Industry Information Technology and Services
Experience
Sutter Health - SARCOM September 2012 - Present
Cycle West October 2008 - September 2012
Kaiser Permanente IT April 2007 - October 2008
IT Ascent November 2005 - April 2007
Hewlett-Packard December 2001 - April 2005
JPMorgan Chase September 2001 - December 2001
Transamerica March 2000 - March 2001
California Bank & Trust September 1998 - March 2000
Skills
Windows Destop..., Active Directory, DNS, Antivirus, Windows Server, Windows 7 Migration, Blackberry, Windows Phone, Android, Exchange Server, Project Management, Wireless Cart, Barcode Scanners, BES, MDOP, MSDaRT 7.0, Microsoft Exchange, ITIL, Integration, Blackberry Enterprise..., Software Documentation, Technical Support
Education
Santa Rosa Junior College 1983 — 1985
General Education
Petaluma High School 1979 — 1982
Sutter Health - SARCOM September 2012 - Present
Cycle West October 2008 - September 2012
Kaiser Permanente IT April 2007 - October 2008
IT Ascent November 2005 - April 2007
Hewlett-Packard December 2001 - April 2005
JPMorgan Chase September 2001 - December 2001
Transamerica March 2000 - March 2001
California Bank & Trust September 1998 - March 2000
Skills
Windows Destop..., Active Directory, DNS, Antivirus, Windows Server, Windows 7 Migration, Blackberry, Windows Phone, Android, Exchange Server, Project Management, Wireless Cart, Barcode Scanners, BES, MDOP, MSDaRT 7.0, Microsoft Exchange, ITIL, Integration, Blackberry Enterprise..., Software Documentation, Technical Support
Education
Santa Rosa Junior College 1983 — 1985
General Education
Petaluma High School 1979 — 1982
Stephanie Caulfield's California Bank & Trust Experience 2003 - 2005
Job Credit Analyst at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank Credit AnalystBank of the West2005 - 2006
California Bank & Trust 2003 - 2005
Education
Texas A&M University 1995 — 1997
BBA, Finance
Texas A&M University - Mays Business School 1995 — 1997
Wells Fargo Bank Credit AnalystBank of the West2005 - 2006
California Bank & Trust 2003 - 2005
Education
Texas A&M University 1995 — 1997
BBA, Finance
Texas A&M University - Mays Business School 1995 — 1997
Trevor Hawthorne's California Bank & Trust Experience April 2015 - Present
Job California Bank & Trust Private Banking Analyst
Industry Banking
Experience
California Bank & Trust April 2015 - Present
US Bank August 2010 - October 2014
Eli Lilly and Company June 2009 - August 2009
Skills
Financial Analysis
Education
University of California, Los Angeles 2006 — 2010
Bachelor's, Economics
California Bank & Trust April 2015 - Present
US Bank August 2010 - October 2014
Eli Lilly and Company June 2009 - August 2009
Skills
Financial Analysis
Education
University of California, Los Angeles 2006 — 2010
Bachelor's, Economics
Tom Paton's California Bank & Trust Experience 1999 - Present
Job Senior Vice President & Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust 1999 - Present
Sumitomo Bank of California February 1991 - October 1998
Skills
Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Commercial Mortgages, Asset Management, Banking, Cash Management, Corporate Finance, Credit, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Modeling, Lines Of Credit, Middle Market, Mortgage Lending, Portfolio Management, Risk Management, Small Business, Small Business Lending, Structured Finance, Treasury Management, Underwriting, Wealth Management, Strategic Financial..., Due Diligence
Education
San Francisco State University 1976 — 1978
MBA
University of California, Berkeley 1971 — 1976
BS
California Bank & Trust 1999 - Present
Sumitomo Bank of California February 1991 - October 1998
Skills
Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Commercial Mortgages, Asset Management, Banking, Cash Management, Corporate Finance, Credit, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Modeling, Lines Of Credit, Middle Market, Mortgage Lending, Portfolio Management, Risk Management, Small Business, Small Business Lending, Structured Finance, Treasury Management, Underwriting, Wealth Management, Strategic Financial..., Due Diligence
Education
San Francisco State University 1976 — 1978
MBA
University of California, Berkeley 1971 — 1976
BS
Iris Perez's California Bank & Trust Experience March 2009 - Present
Job Commercial Loan Assistant at Pacific Mercantile Bank
Industry Banking
Experience
Pacific Mercantile Bank March 2015 - Present
California Bank & Trust March 2009 - Present
Skills
Banking, Commercial Lending, Loans, Credit, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Small Business Lending, Credit Analysis, Portfolio Management, SBA, Microsoft Excel, Consumer Lending, Finance, Customer Service, Loan Origination, Commercial Banking, Refinance, Event Planning, Commercial Real Estate, Financial Analysis, Real Estate, Funding, Compliance, Term Loans, Loan Documentation, Equipment Finance, Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Mortgage, Tax Analysis, Outlook, Team Building, Financial Reporting, Moody's, New Business Development, OnePoint, Account Management, Spanish
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Arts
Pacific Mercantile Bank March 2015 - Present
California Bank & Trust March 2009 - Present
Skills
Banking, Commercial Lending, Loans, Credit, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Small Business Lending, Credit Analysis, Portfolio Management, SBA, Microsoft Excel, Consumer Lending, Finance, Customer Service, Loan Origination, Commercial Banking, Refinance, Event Planning, Commercial Real Estate, Financial Analysis, Real Estate, Funding, Compliance, Term Loans, Loan Documentation, Equipment Finance, Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Mortgage, Tax Analysis, Outlook, Team Building, Financial Reporting, Moody's, New Business Development, OnePoint, Account Management, Spanish
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Arts
Randy Lindros's California Bank & Trust Experience May 2011 - June 2012
Job Vice President, Relationship Manager at Community Bank
Industry Banking
Experience
Community Bank October 2013 - Present
Barnabas Group 2011 - 2014
Wells Fargo June 2012 - October 2013
California Bank & Trust May 2011 - June 2012
Comerica Bank 2007 - 2011
World Relief 2001 - 2005
The Navigators April 2000 - November 2001
Skills
Banking, Commercial Banking, Loans, Lines Of Credit, Wealth Management, Commercial Real Estate, Risk Management, Management, Private Banking, Retail Banking, Commercial Lending, Corporate Finance, Finance, Underwriting, Treasury Management, Portfolio Management, Credit Risk, Credit, Financial Analysis, Cash Management, Asset Based Lending, Mortgage Lending, Loan Origination, Financial Services, Financial Risk, Credit Analysis, Commercial Mortgages, Mergers & Acquisitions, Strategic Financial..., Small Business Lending, Financial Structuring, Relationship Management, Investments, Mortgage Banking, Middle Market
Education
Sonoma State University
B.S. in Business Management (with International Marketing emphasis)
Community Bank October 2013 - Present
Barnabas Group 2011 - 2014
Wells Fargo June 2012 - October 2013
California Bank & Trust May 2011 - June 2012
Comerica Bank 2007 - 2011
World Relief 2001 - 2005
The Navigators April 2000 - November 2001
Skills
Banking, Commercial Banking, Loans, Lines Of Credit, Wealth Management, Commercial Real Estate, Risk Management, Management, Private Banking, Retail Banking, Commercial Lending, Corporate Finance, Finance, Underwriting, Treasury Management, Portfolio Management, Credit Risk, Credit, Financial Analysis, Cash Management, Asset Based Lending, Mortgage Lending, Loan Origination, Financial Services, Financial Risk, Credit Analysis, Commercial Mortgages, Mergers & Acquisitions, Strategic Financial..., Small Business Lending, Financial Structuring, Relationship Management, Investments, Mortgage Banking, Middle Market
Education
Sonoma State University
B.S. in Business Management (with International Marketing emphasis)
Eva Sung, PMP's California Bank & Trust Experience June 2004 - Present
Job Marketing Professional * Project Manager * Customer Experience Strategist * HGTV Junkie * Chocolate Fiend
Industry Financial Services
Experience
California Bank & Trust June 2004 - Present
ICM/SunAmerica Securities July 2002 - May 2004
Jonathan Engineered Solutions 2002 - 2004
Southern California Edison August 1996 - February 2001
Southern California Edison March 1990 - July 1996
Skills
Project Management, Marketing, Customer Experience, Customer Engagement, Team Building, Management, Voice of the Customer, Process Improvement, PMP, Organizational..., Strategic Planning, Vendor Management, Business Development, Sales, Corporate Communications, Contract Negotiation, Banking, Financial Services, Risk Management, Leadership, Salesforce.com, Training
Education
University of California, Irvine
Bachelor's, Social Ecology - Environmental Health and Urban Planning
California Bank & Trust June 2004 - Present
ICM/SunAmerica Securities July 2002 - May 2004
Jonathan Engineered Solutions 2002 - 2004
Southern California Edison August 1996 - February 2001
Southern California Edison March 1990 - July 1996
Skills
Project Management, Marketing, Customer Experience, Customer Engagement, Team Building, Management, Voice of the Customer, Process Improvement, PMP, Organizational..., Strategic Planning, Vendor Management, Business Development, Sales, Corporate Communications, Contract Negotiation, Banking, Financial Services, Risk Management, Leadership, Salesforce.com, Training
Education
University of California, Irvine
Bachelor's, Social Ecology - Environmental Health and Urban Planning
Darryll Terrell's California Bank & Trust Experience 1997 - 2000
Job Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Barclays Capital February 2009 - October 2010
JPMorgan Chase April 2004 - January 2009
Union Bank of California 2000 - 2003
California Bank & Trust 1997 - 2000
California Bank & Trust 1994 - 1997
Westamerica Bank 1987 - 1994
Wells Fargo Bank 1979 - 1987
Deloitte & Touche 1976 - 1979
Education
The Ohio State University
BS, Accounting
Barclays Capital February 2009 - October 2010
JPMorgan Chase April 2004 - January 2009
Union Bank of California 2000 - 2003
California Bank & Trust 1997 - 2000
California Bank & Trust 1994 - 1997
Westamerica Bank 1987 - 1994
Wells Fargo Bank 1979 - 1987
Deloitte & Touche 1976 - 1979
Education
The Ohio State University
BS, Accounting
James Nagata's California Bank & Trust Experience January 1995 - April 2000
Job Director of IT at Ex'pression College for Digital Arts
Industry Media Production
Experience
Ex'pression College for Digital Arts December 2013 - Present
The Art Institutes February 2011 - December 2013
Yodlee January 2009 - January 2011
CBS Interactive February 2004 - November 2008
CNET May 2000 - February 2004
California Bank & Trust January 1995 - April 2000
Skills
Disaster Recovery, Active Directory, VMware, Information Technology, Networking, System Administration, Linux, System Deployment, DNS, Backup Solutions, Network Security, Customer Service, Cloud Computing, Network Administration, Recruiting, Marketing, Systems Administration, Desktop Support..., Hosted Services, Amazon Web Services..., NetApp, Web Services, E-commerce, Servers, Data Center, Management, Windows Server, Microsoft Exchange, Enterprise Software, Operating Systems, IT Operations, SAN, Leadership, VMware ESX, DHCP
Education
Argosy University San Francisco Bay Area 2011 — 2013
Master of Business Administration (MBA), Management Information Systems and Services, 4.0
San Francisco State University 1991 — 1994
Bachelor's Degree, International Business
Ex'pression College for Digital Arts December 2013 - Present
The Art Institutes February 2011 - December 2013
Yodlee January 2009 - January 2011
CBS Interactive February 2004 - November 2008
CNET May 2000 - February 2004
California Bank & Trust January 1995 - April 2000
Skills
Disaster Recovery, Active Directory, VMware, Information Technology, Networking, System Administration, Linux, System Deployment, DNS, Backup Solutions, Network Security, Customer Service, Cloud Computing, Network Administration, Recruiting, Marketing, Systems Administration, Desktop Support..., Hosted Services, Amazon Web Services..., NetApp, Web Services, E-commerce, Servers, Data Center, Management, Windows Server, Microsoft Exchange, Enterprise Software, Operating Systems, IT Operations, SAN, Leadership, VMware ESX, DHCP
Education
Argosy University San Francisco Bay Area 2011 — 2013
Master of Business Administration (MBA), Management Information Systems and Services, 4.0
San Francisco State University 1991 — 1994
Bachelor's Degree, International Business
Chet Haines's California Bank & Trust Experience June 1998 - June 2003
Job Asset Based Lending Professional
Industry Banking
Experience
Asset Based Lending June 2003 - Present
California Bank & Trust June 1998 - June 2003
California Bank & Trust 1998 - 2003
Guardian Examination Service, LLC June 1992 - June 1998
California Commerce Bank 1985 - 1998
Crocker Bank 1980 - 1985
City National Bank 1978 - 1981
Columbia Union National Bank & Trust Company 1967 - 1979
Skills
Asset Based Lending, Factoring, Loans, Cash Flow Lending, Commercial Finance, Commercial Lending, Banking, Lines Of Credit, Small Business Lending, Credit Analysis, Commercial Banking, Working Capital..., Credit Risk, Consumer Lending, Mortgage Lending, Portfolio Management, Credit, Underwriting, Finance, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Risk Management
Education
Graduate School of Banking at University of Wisconsin 1968 — 1971
Banking
The University of Kansas 1951 — 1955
BS, Finance, Accounting, General Business
Asset Based Lending June 2003 - Present
California Bank & Trust June 1998 - June 2003
California Bank & Trust 1998 - 2003
Guardian Examination Service, LLC June 1992 - June 1998
California Commerce Bank 1985 - 1998
Crocker Bank 1980 - 1985
City National Bank 1978 - 1981
Columbia Union National Bank & Trust Company 1967 - 1979
Skills
Asset Based Lending, Factoring, Loans, Cash Flow Lending, Commercial Finance, Commercial Lending, Banking, Lines Of Credit, Small Business Lending, Credit Analysis, Commercial Banking, Working Capital..., Credit Risk, Consumer Lending, Mortgage Lending, Portfolio Management, Credit, Underwriting, Finance, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Risk Management
Education
Graduate School of Banking at University of Wisconsin 1968 — 1971
Banking
The University of Kansas 1951 — 1955
BS, Finance, Accounting, General Business
Mindy Han's California Bank & Trust Experience November 2013 - Present
Job Financial Analyst at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 2013 - Present
California Bank & Trust December 2010 - November 2013
Nobel Asset Group September 2008 - December 2010
Prime Business Credit, Inc. July 2001 - March 2008
Skills
Credit Analysis, Loans, Commercial Lending, Credit, Portfolio Management, Asset Based Lending, Banking, Commercial Banking, Credit Risk, Finance, Financial Analysis, Lines Of Credit, Small Business Lending, Underwriting, Financial Risk
Education
University of California, San Diego 1996 — 2000
Bachelors, Economics
California Bank & Trust November 2013 - Present
California Bank & Trust December 2010 - November 2013
Nobel Asset Group September 2008 - December 2010
Prime Business Credit, Inc. July 2001 - March 2008
Skills
Credit Analysis, Loans, Commercial Lending, Credit, Portfolio Management, Asset Based Lending, Banking, Commercial Banking, Credit Risk, Finance, Financial Analysis, Lines Of Credit, Small Business Lending, Underwriting, Financial Risk
Education
University of California, San Diego 1996 — 2000
Bachelors, Economics
Frank Lee's California Bank & Trust Experience April 2000 - Present
Job EVP/CIO at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 2000 - Present
California Bank & Trust 2007 - 2011
Union Bank of California 1986 - 2000
Bank of California 1986 - 2000
Education
California State University, Los Angeles 1978 — 1980
Master of Business Administration (M.B.A.), Business Administration and Management, General
UCLA 1966 — 1970
Bachelor's degree, Political Science and Psychology
California Bank & Trust April 2000 - Present
California Bank & Trust 2007 - 2011
Union Bank of California 1986 - 2000
Bank of California 1986 - 2000
Education
California State University, Los Angeles 1978 — 1980
Master of Business Administration (M.B.A.), Business Administration and Management, General
UCLA 1966 — 1970
Bachelor's degree, Political Science and Psychology
Joanne MaryCatherine Murphy's California Bank & Trust Experience February 1994 - July 1999
Job Marketing and Project Management
Industry Marketing and Advertising
Experience
UC San Diego March 1999 - May 2008
California Bank & Trust February 1994 - July 1999
Education
University of California, San Diego 1976 — 1982
BA, Business, Healthcare
UC San Diego March 1999 - May 2008
California Bank & Trust February 1994 - July 1999
Education
University of California, San Diego 1976 — 1982
BA, Business, Healthcare
Amy Marks's California Bank & Trust Experience 2002 - 2005
Job Office Manager at ServRite Meat Company
Industry Financial Services
Experience
Serv-Rite Meat Company March 2009 - Present
Prudential Retirement 2008 - 2009
Union Bank of California 2005 - 2008
California Bank & Trust 2002 - 2005
Wells Fargo 2000 - 2002
Skills
Investments, Portfolio Management, Mutual Funds, Banking, Financial Services, Series 63, Relationship Management, Risk Management, Asset Managment, Asset Management, Retirement, Wealth Management, Retirement Planning, 401k, Loans, Securities, Strategic Financial..., Series 7, Investment Advisory, Series 6, Pensions, Credit, Equities
Education
University of California, Santa Cruz
B.A., Economics
Serv-Rite Meat Company March 2009 - Present
Prudential Retirement 2008 - 2009
Union Bank of California 2005 - 2008
California Bank & Trust 2002 - 2005
Wells Fargo 2000 - 2002
Skills
Investments, Portfolio Management, Mutual Funds, Banking, Financial Services, Series 63, Relationship Management, Risk Management, Asset Managment, Asset Management, Retirement, Wealth Management, Retirement Planning, 401k, Loans, Securities, Strategic Financial..., Series 7, Investment Advisory, Series 6, Pensions, Credit, Equities
Education
University of California, Santa Cruz
B.A., Economics
Meredith Moncrief's California Bank & Trust Experience March 2014 - Present
Job Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust March 2014 - Present
California Bank & Trust November 2010 - February 2014
Amegy Bank June 2007 - October 2010
Education
The University of Texas at Austin
California Bank & Trust March 2014 - Present
California Bank & Trust November 2010 - February 2014
Amegy Bank June 2007 - October 2010
Education
The University of Texas at Austin
Ron Short's California Bank & Trust Experience May 2003 - Present
Job Senior Vice President SBA Lending at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2003 - Present
Bank of America January 1996 - January 2000
Education
University of California, Santa Barbara 1990 — 1992
BA, Economics
California Bank & Trust May 2003 - Present
Bank of America January 1996 - January 2000
Education
University of California, Santa Barbara 1990 — 1992
BA, Economics
Stacy Cox's California Bank & Trust Experience 2003 - 2005
Job VP, Commercial Banking Professional
Industry Banking
Experience
New Resource Bank April 2014 - March 2015
Bank of Marin (fka Bank of Alameda) June 2005 - April 2014
California Bank & Trust 2003 - 2005
US Bank (fka Bay View Bank) 2001 - 2003
Asset Based/Factored Finance 1998 - 2001
Wells Fargo Bank 1992 - 1998
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Commercial Banking, Relationship Management, Loan Origination, Investment Banking, Financial Risk, Strategic Partnerships, Commercial Real Estate, Credit Analysis, Mergers & Acquisitions, Executive Management, Finance, Small Business Lending, Risk Management, Banking, Sales, Due Diligence, Strategic Financial..., Mortgage Lending, Fixed Income, Real Estate, Financial Analysis, Business Development, Underwriting, New Business Development, Investment Properties, Commercial Mortgages, Consumer Lending, Cash Management, Real Estate Economics, Financial Services, Sales Management, Deposits, Valuation, Real Estate Transactions, Business Strategy, Retail Banking, Cash Flow, Wealth Management, Private Equity, Asset Management, Investments, Capital Markets, Cross Selling, Mutual Funds, Property Management, Real Estate Development
Education
University of California, Davis 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
New Resource Bank April 2014 - March 2015
Bank of Marin (fka Bank of Alameda) June 2005 - April 2014
California Bank & Trust 2003 - 2005
US Bank (fka Bay View Bank) 2001 - 2003
Asset Based/Factored Finance 1998 - 2001
Wells Fargo Bank 1992 - 1998
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Commercial Banking, Relationship Management, Loan Origination, Investment Banking, Financial Risk, Strategic Partnerships, Commercial Real Estate, Credit Analysis, Mergers & Acquisitions, Executive Management, Finance, Small Business Lending, Risk Management, Banking, Sales, Due Diligence, Strategic Financial..., Mortgage Lending, Fixed Income, Real Estate, Financial Analysis, Business Development, Underwriting, New Business Development, Investment Properties, Commercial Mortgages, Consumer Lending, Cash Management, Real Estate Economics, Financial Services, Sales Management, Deposits, Valuation, Real Estate Transactions, Business Strategy, Retail Banking, Cash Flow, Wealth Management, Private Equity, Asset Management, Investments, Capital Markets, Cross Selling, Mutual Funds, Property Management, Real Estate Development
Education
University of California, Davis 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Peggy Louro, CCP, GRP, SPHR's California Bank & Trust Experience May 2008 - April 2009
Job Senior Compensation Advisor at Sempra Energy
Industry Medical Devices
Experience
Sempra Energy December 2013 - Present
CareFusion April 2010 - November 2013
California Bank & Trust May 2008 - April 2009
Viejas Enterprises May 2007 - January 2008
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC) January 2004 - May 2006
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION November 1996 - January 2004
University of California January 1990 - January 1995
Skills
Employee Relations, Performance Management, Human Resources, Employee Engagement, Deferred Compensation, Conflict Management, Incentive Programs, Leadership, Leadership Development, Program Management, Project Management, Coaching, HRIS, Training, Management, Negotiation, Training Programs, Benefits Administration, Due Diligence, Talent Acquisition, Employee Benefits, Affirmative Action, Onboarding, Workforce Planning, Strategy, Personnel Management, Compensation Strategies
Education
University of Texas 1977 — 1979
Master of Arts
Texas Christian University
University of Texas
Bachelor of Arts
Sempra Energy December 2013 - Present
CareFusion April 2010 - November 2013
California Bank & Trust May 2008 - April 2009
Viejas Enterprises May 2007 - January 2008
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC) January 2004 - May 2006
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION November 1996 - January 2004
University of California January 1990 - January 1995
Skills
Employee Relations, Performance Management, Human Resources, Employee Engagement, Deferred Compensation, Conflict Management, Incentive Programs, Leadership, Leadership Development, Program Management, Project Management, Coaching, HRIS, Training, Management, Negotiation, Training Programs, Benefits Administration, Due Diligence, Talent Acquisition, Employee Benefits, Affirmative Action, Onboarding, Workforce Planning, Strategy, Personnel Management, Compensation Strategies
Education
University of Texas 1977 — 1979
Master of Arts
Texas Christian University
University of Texas
Bachelor of Arts
Catherine Fowler's California Bank & Trust Experience October 2004 - July 2007
Job Clinical Research Associate at Ardea Biosciences
Industry Pharmaceuticals
Experience
Ardea Biosciences, a member of the AstraZeneca Group January 2015 - Present
Ardea Biosciences, Inc a wholly owned subsidiary of AstraZeneca PLC December 2013 - December 2014
Ardea Biosciences September 2011 - December 2013
Therapeutics Inc. January 2009 - September 2011
Therapeutics Inc. July 2007 - January 2009
California Bank & Trust October 2004 - July 2007
Skills
Clinical Research, Pharmaceuticals, Biotechnology, Clinical Trial..., Clinical Trials, Data Management, Validation, CRO, EDC, Clinical Data Management, Clinical Operations, Databases, Clinical Development, CTMS, Pharmaceutical Industry
Education
University of California, Davis 1999 — 2003
Bachelor of Science (BS), Animal Science, Minor Avian Science
Ardea Biosciences, a member of the AstraZeneca Group January 2015 - Present
Ardea Biosciences, Inc a wholly owned subsidiary of AstraZeneca PLC December 2013 - December 2014
Ardea Biosciences September 2011 - December 2013
Therapeutics Inc. January 2009 - September 2011
Therapeutics Inc. July 2007 - January 2009
California Bank & Trust October 2004 - July 2007
Skills
Clinical Research, Pharmaceuticals, Biotechnology, Clinical Trial..., Clinical Trials, Data Management, Validation, CRO, EDC, Clinical Data Management, Clinical Operations, Databases, Clinical Development, CTMS, Pharmaceutical Industry
Education
University of California, Davis 1999 — 2003
Bachelor of Science (BS), Animal Science, Minor Avian Science
Heather Holdorf's California Bank & Trust Experience May 2014 - Present
Job Portfolio Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2014 - Present
California Bank & Trust April 2012 - May 2014
California Bank & Trust April 2011 - April 2012
California Bank & Trust August 1995 - April 2011
North Valley Bank 1991 - 1995
Skills
Small Business Lending, Mortgage Lending
Education
Shasta College 1992 — 1994
California Bank & Trust May 2014 - Present
California Bank & Trust April 2012 - May 2014
California Bank & Trust April 2011 - April 2012
California Bank & Trust August 1995 - April 2011
North Valley Bank 1991 - 1995
Skills
Small Business Lending, Mortgage Lending
Education
Shasta College 1992 — 1994
Randy Cundiff's California Bank & Trust Experience December 2010 - Present
Job Senior Banking/Lending Executive
Industry Banking
Experience
California Bank & Trust December 2010 - Present
Sunrise Bank of San Diego March 2000 - October 2010
Education
University of Colorado Boulder 1980 — 1985
BS, Business Finance & Real Estate
California Bank & Trust December 2010 - Present
Sunrise Bank of San Diego March 2000 - October 2010
Education
University of Colorado Boulder 1980 — 1985
BS, Business Finance & Real Estate
James Boylan's California Bank & Trust Experience July 2013 - Present
Job Banking Professional
Industry Banking
Experience
California Bank & Trust July 2013 - Present
BofI July 2013 - 2013
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Asset Based Lending, Residential Mortgages, Portfolio Management, Commercial Lending, Credit Risk, Mortgage Banking, Mortgage Lending, Construction Loans, Underwriting, Loan Origination, Small Business Lending, Consumer Lending, Cash Management, Financial Risk
Education
University of California, Los Angeles 1984 — 1988
Bachelor's Degree, Economics
California Bank & Trust July 2013 - Present
BofI July 2013 - 2013
Skills
Banking, Credit, Loans, Commercial Banking, Credit Analysis, Asset Based Lending, Residential Mortgages, Portfolio Management, Commercial Lending, Credit Risk, Mortgage Banking, Mortgage Lending, Construction Loans, Underwriting, Loan Origination, Small Business Lending, Consumer Lending, Cash Management, Financial Risk
Education
University of California, Los Angeles 1984 — 1988
Bachelor's Degree, Economics
Reinaldo Izumi's California Bank & Trust Experience January 1996 - December 1999
Job Financial Advisor at BancWest Investment Services / BNP Paribas Group
Industry Financial Services
Experience
BancWest Investment Services / BNP Paribas Group January 2015 - Present
AXA US September 2013 - August 2014
Merrill Lynch Wealth Management April 2012 - July 2013
GUARDIAN LIFE INSURANCE CO. OF AMERICA December 1999 - April 2009
TBG Financial 2003 - 2004
California Bank & Trust January 1996 - December 1999
BANK OF AMERICA January 1994 - January 1996
CALIFORNIA CENTRAL TRUST BANK March 1989 - November 1993
Skills
Insurance, 401k, Investments, Administration, IRA's, Plan Design, Income Properties, Roth IRA, Investment Selection, Dental, Wealth Management, Retirement Planning, Pensions, Retirement, Employee Benefits, Portfolio Management, Customer Relations, Defined Benefit, Disability Insurance, Insurance Planning, Banking, Investment Advisory, Mutual Funds, Fixed Income, Financial Planning, Asset Management, Financial Advisory, Asset Allocation, IRAs, Business Planning, Fixed Annuities, Series 7, Equities, Life Insurance
Education
University of California, Irvine 2001 — 2003
Financial Planning
Southern Illinois University, Carbondale 1980 — 1983
Finance
EconomicsLouisiana State University
EconomicsUniversity of Illinois
Liberal ArtsCollege of DuPage
BancWest Investment Services / BNP Paribas Group January 2015 - Present
AXA US September 2013 - August 2014
Merrill Lynch Wealth Management April 2012 - July 2013
GUARDIAN LIFE INSURANCE CO. OF AMERICA December 1999 - April 2009
TBG Financial 2003 - 2004
California Bank & Trust January 1996 - December 1999
BANK OF AMERICA January 1994 - January 1996
CALIFORNIA CENTRAL TRUST BANK March 1989 - November 1993
Skills
Insurance, 401k, Investments, Administration, IRA's, Plan Design, Income Properties, Roth IRA, Investment Selection, Dental, Wealth Management, Retirement Planning, Pensions, Retirement, Employee Benefits, Portfolio Management, Customer Relations, Defined Benefit, Disability Insurance, Insurance Planning, Banking, Investment Advisory, Mutual Funds, Fixed Income, Financial Planning, Asset Management, Financial Advisory, Asset Allocation, IRAs, Business Planning, Fixed Annuities, Series 7, Equities, Life Insurance
Education
University of California, Irvine 2001 — 2003
Financial Planning
Southern Illinois University, Carbondale 1980 — 1983
Finance
EconomicsLouisiana State University
EconomicsUniversity of Illinois
Liberal ArtsCollege of DuPage
Dale Cyr's California Bank & Trust Experience October 2003 - October 2004
Job Senior Accountant
Industry Electrical/Electronic Manufacturing
Experience
Omnitracs - formerly Qualcomm February 2014 - Present
D & K Engineering April 2006 - September 2013
American Mortgage Express, San Diego, CA October 2004 - February 2006
California Bank & Trust October 2003 - October 2004
Phoenix Products, Avon Lake, OH October 2001 - May 2003
Pratt & Whitney Aircraft, East Hartford, CT September 1986 - April 1993
Skills
Financial Reporting, Accounting, Forecasting, Management, Cross-functional Team..., Financial Analysis, Tax, Auditing, Cost Accounting, Microsoft Excel, Business Strategy, Strategic Planning, Mergers, Team Building, Change Management, Sarbanes-Oxley Act, Business Analysis, Process Improvement, Variance Analysis, Program Management, General Ledger, Finance, Continuous Improvement, Lean Manufacturing, Due Diligence, Managerial Finance, Leadership, Supplier Negotiation, Manufacturing, Analysis, Account Reconciliation, Financial Statements, Accounts Payable, ERP, Accounts Receivable
Education
University of Hartford 1986 — 1989
MBA, Finance
University of Connecticut 1980 — 1982
Business
Omnitracs - formerly Qualcomm February 2014 - Present
D & K Engineering April 2006 - September 2013
American Mortgage Express, San Diego, CA October 2004 - February 2006
California Bank & Trust October 2003 - October 2004
Phoenix Products, Avon Lake, OH October 2001 - May 2003
Pratt & Whitney Aircraft, East Hartford, CT September 1986 - April 1993
Skills
Financial Reporting, Accounting, Forecasting, Management, Cross-functional Team..., Financial Analysis, Tax, Auditing, Cost Accounting, Microsoft Excel, Business Strategy, Strategic Planning, Mergers, Team Building, Change Management, Sarbanes-Oxley Act, Business Analysis, Process Improvement, Variance Analysis, Program Management, General Ledger, Finance, Continuous Improvement, Lean Manufacturing, Due Diligence, Managerial Finance, Leadership, Supplier Negotiation, Manufacturing, Analysis, Account Reconciliation, Financial Statements, Accounts Payable, ERP, Accounts Receivable
Education
University of Hartford 1986 — 1989
MBA, Finance
University of Connecticut 1980 — 1982
Business
Bill Jacoby's California Bank & Trust Experience May 2002 - June 2008
Job Retired
Industry Financial Services
Experience
Jacoby & Associates December 2012 - Present
None September 2012 - Present
California Bank & Trust May 2002 - June 2008
Retired January 1968 - June 2008
Skills
Credit, Loans, Real Estate, Business Planning, Investment Properties, Business Strategy, Banking, Investments, Finance, Customer Service, Portfolio Management, Financial Analysis, Asset Management, Mortgage Lending, Loan Origination, Real Estate Economics, Leadership, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1967 — 1969
MBA, Finance
Jacoby & Associates December 2012 - Present
None September 2012 - Present
California Bank & Trust May 2002 - June 2008
Retired January 1968 - June 2008
Skills
Credit, Loans, Real Estate, Business Planning, Investment Properties, Business Strategy, Banking, Investments, Finance, Customer Service, Portfolio Management, Financial Analysis, Asset Management, Mortgage Lending, Loan Origination, Real Estate Economics, Leadership, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1967 — 1969
MBA, Finance
James Yokota's California Bank & Trust Experience 2003 - 2004
Job Commercial Banker at First Bank
Industry Banking
Experience
First Bank November 2005 - Present
california bank & trust 2003 - 2004
Skills
Commercial Credit, Commercial Mortgages, Term Loans, Commercial Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Underwriting, Real Estate Financing, Mortgage Lending, Consumer Lending
Education
University of California, Berkeley
First Bank November 2005 - Present
california bank & trust 2003 - 2004
Skills
Commercial Credit, Commercial Mortgages, Term Loans, Commercial Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Underwriting, Real Estate Financing, Mortgage Lending, Consumer Lending
Education
University of California, Berkeley
Howard Harband's California Bank & Trust Experience 1999 - 2000
Job Vice President, Manager Research Group at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management May 2004 - Present
Freelance Writer/Script Consultant 2000 - 2004
California Bank & Trust 1999 - 2000
Farmers Insurance 1993 - 1998
Freelance Writer/Copywriter 1992 - 1993
The First National Bank Of Chicago 1990 - 1992
Smith Barney, Harris Upham & Company 1989 - 1990
L.F. Rothschild & Company 1987 - 1989
St. Mary's College 1979 - 1984
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1985 — 1987
Master of Business Administration (M.B.A.), Concentrations in Finance, Marketing and Real Estate
University of California, Berkeley 1976 — 1978
Bachelor's Degree, Social Sciences
HighMark Capital Management May 2004 - Present
Freelance Writer/Script Consultant 2000 - 2004
California Bank & Trust 1999 - 2000
Farmers Insurance 1993 - 1998
Freelance Writer/Copywriter 1992 - 1993
The First National Bank Of Chicago 1990 - 1992
Smith Barney, Harris Upham & Company 1989 - 1990
L.F. Rothschild & Company 1987 - 1989
St. Mary's College 1979 - 1984
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1985 — 1987
Master of Business Administration (M.B.A.), Concentrations in Finance, Marketing and Real Estate
University of California, Berkeley 1976 — 1978
Bachelor's Degree, Social Sciences
Susan Ferrara's California Bank & Trust Experience September 1997 - Present
Job Vice PresidentCommercial Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 1997 - Present
Wells Fargo Bank (formerly First Interstate Bank) May 1996 - December 1996
First Interstate Bank of CA (formerly San Diego Trust & Savings Bank) December 1994 - September 1996
Skills
Banking, Commercial Lending, Credit, Loans, Investments, Entrepreneurship, Strategic Planning
Education
San Jose State University
BA
California Bank & Trust September 1997 - Present
Wells Fargo Bank (formerly First Interstate Bank) May 1996 - December 1996
First Interstate Bank of CA (formerly San Diego Trust & Savings Bank) December 1994 - September 1996
Skills
Banking, Commercial Lending, Credit, Loans, Investments, Entrepreneurship, Strategic Planning
Education
San Jose State University
BA
Tim Nomura's California Bank & Trust Experience January 2006 - July 2012
Job Business Banking Associate at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2012 - Present
California Bank & Trust January 2006 - July 2012
Union Bank September 1997 - December 2005
Skills
Commercial Lending, Small Business Lending, Banking, Financial Analysis, Lines Of Credit, Commercial Banking, Credit, Credit Analysis, Real Estate Financing, Consumer Lending, Relationship Management, Loan Origination, Commercial Mortgages, Asset Based Lending, Treasury Management, Loans, Portfolio Management, Mortgage Lending, Underwriting, Cash Management, Retail Banking, Private Banking, Credit Risk, Wealth Management, Finance
Education
San Diego State University-California State University 1985 — 1988
Bachelor's Degree, Finance
First Republic Bank July 2012 - Present
California Bank & Trust January 2006 - July 2012
Union Bank September 1997 - December 2005
Skills
Commercial Lending, Small Business Lending, Banking, Financial Analysis, Lines Of Credit, Commercial Banking, Credit, Credit Analysis, Real Estate Financing, Consumer Lending, Relationship Management, Loan Origination, Commercial Mortgages, Asset Based Lending, Treasury Management, Loans, Portfolio Management, Mortgage Lending, Underwriting, Cash Management, Retail Banking, Private Banking, Credit Risk, Wealth Management, Finance
Education
San Diego State University-California State University 1985 — 1988
Bachelor's Degree, Finance
Kathi Van Marter's California Bank & Trust Experience December 1978 - Present
Job Mortgage Liaison at California Bank & Trust
Industry Banking
Experience
California Bank & Trust December 1978 - Present
Skills
Loans, Credit, Mortgage Lending, Banking, Real Estate, Loan Origination, Mortgage Banking, Asset Managment, Risk Management, Financial Risk, Strategic Financial..., Retail Banking
Education
University of Phoenix-Southern California Campus 1990 — 1991
Bachelor's of Science, Business Adminstration, A
Santa Ana College 1975 — 1976
Associate of Arts (A.A.)
California Bank & Trust December 1978 - Present
Skills
Loans, Credit, Mortgage Lending, Banking, Real Estate, Loan Origination, Mortgage Banking, Asset Managment, Risk Management, Financial Risk, Strategic Financial..., Retail Banking
Education
University of Phoenix-Southern California Campus 1990 — 1991
Bachelor's of Science, Business Adminstration, A
Santa Ana College 1975 — 1976
Associate of Arts (A.A.)
Warner Jansen's California Bank & Trust Experience June 2014 - Present
Job Relationship, Solutions, Effectiveness
Industry Banking
Experience
California Bank & Trust June 2014 - Present
City National Bank 2007 - April 2013
WJ Medical Software 1991 - 2007
Premiere Radio Networks 1995 - 1998
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Banking, Loans, Lines Of Credit, Credit, Consumer Lending, Credit Analysis, Mortgage Banking, Branch Management, Private Banking, Deposits, Cash Management, Retail Banking, Investments, SBA, Financial Services, Treasury Management, Finance, Risk Management, Relationship Management, Financial Analysis, Mortgage Lending, Cross Selling, Financial Modeling, Loan Origination
Education
Dick Grove School of Music
Composing and Arranging, Film Composing
University of La Verne
California Bank & Trust June 2014 - Present
City National Bank 2007 - April 2013
WJ Medical Software 1991 - 2007
Premiere Radio Networks 1995 - 1998
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Banking, Loans, Lines Of Credit, Credit, Consumer Lending, Credit Analysis, Mortgage Banking, Branch Management, Private Banking, Deposits, Cash Management, Retail Banking, Investments, SBA, Financial Services, Treasury Management, Finance, Risk Management, Relationship Management, Financial Analysis, Mortgage Lending, Cross Selling, Financial Modeling, Loan Origination
Education
Dick Grove School of Music
Composing and Arranging, Film Composing
University of La Verne
Nicholas Thompson's California Bank & Trust Experience March 2010 - Present
Job Sr. Relationship Manager & Lender at CB&T
Industry Banking
Experience
California Bank & Trust March 2010 - Present
Local Business Professionals March 2012 - Present
Desert Area Commercial Information Exchange January 2011 - April 2015
Leadership Coachella Valley September 2011 - June 2012
Desert Son-Shine Preschool & Kindergarten September 2009 - March 2012
Union Bank July 2007 - September 2009
The Historic Mission Inn Corporation April 2004 - July 2007
JW Marriott Desert Springs April 2001 - January 2004
Skills
Loans, Commercial Lending, Real Estate Finance, Commercial Banking, Leasing, Cash Management, Cash Flow, Medical Practice Finance, Equipment Loans, Bank Financing, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Account Analysis, Merchant Services, Credit Card Processing, Bank Relationship..., Portfolio Management, Remote Deposit Capture, Team Building, Team Leadership, New Business Development, Dental Practice Finance, SBA, SBA 504, SBA 7a, SBA Express, Multifamily Apartment..., Industrial Finance, C&I Finance, Investment Properties, Generating Revenue, Board Participation, Apartments, Finance, Real Estate Economics, Financial Analysis, Banking, Commercial Real Estate, Loan Origination, Credit, Small Business, Management
Education
University of California, Riverside
BA, Business & Political Science
California Bank & Trust March 2010 - Present
Local Business Professionals March 2012 - Present
Desert Area Commercial Information Exchange January 2011 - April 2015
Leadership Coachella Valley September 2011 - June 2012
Desert Son-Shine Preschool & Kindergarten September 2009 - March 2012
Union Bank July 2007 - September 2009
The Historic Mission Inn Corporation April 2004 - July 2007
JW Marriott Desert Springs April 2001 - January 2004
Skills
Loans, Commercial Lending, Real Estate Finance, Commercial Banking, Leasing, Cash Management, Cash Flow, Medical Practice Finance, Equipment Loans, Bank Financing, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Account Analysis, Merchant Services, Credit Card Processing, Bank Relationship..., Portfolio Management, Remote Deposit Capture, Team Building, Team Leadership, New Business Development, Dental Practice Finance, SBA, SBA 504, SBA 7a, SBA Express, Multifamily Apartment..., Industrial Finance, C&I Finance, Investment Properties, Generating Revenue, Board Participation, Apartments, Finance, Real Estate Economics, Financial Analysis, Banking, Commercial Real Estate, Loan Origination, Credit, Small Business, Management
Education
University of California, Riverside
BA, Business & Political Science
Sara Marmolejo's California Bank & Trust Experience August 2013 - Present
Job Loan Administrator at California Bank & Trust
Industry Consumer Services
Experience
California Bank & Trust August 2013 - Present
California Bank & Trust 2010 - Present
Wachovia 2005 - 2009
Agilent Technologies 2000 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, Sales Management, PowerPoint, Public Speaking, New Business Development, Social Media, Management, Marketing, Marketing Strategy, Coaching, Negotiation, Account Management, Customer Satisfaction, Team Leadership
Education
Sierra College 1994 — 1998
Associate of Arts (AA)
California Bank & Trust August 2013 - Present
California Bank & Trust 2010 - Present
Wachovia 2005 - 2009
Agilent Technologies 2000 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, Sales Management, PowerPoint, Public Speaking, New Business Development, Social Media, Management, Marketing, Marketing Strategy, Coaching, Negotiation, Account Management, Customer Satisfaction, Team Leadership
Education
Sierra College 1994 — 1998
Associate of Arts (AA)
Stephanie Caulfield's California Bank & Trust Experience 2003 - 2006
Job Vice President/Portfolio Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2006 - Present
California Bank & Trust 2003 - 2006
Union Bank of California 2000 - 2003
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Underwriting, Financial Analysis, Credit Risk, Loan Origination, Lines Of Credit, Asset Based Lending
Education
Texas A&M University 1996 — 1997
BBA, Finance
Wells Fargo Bank August 2006 - Present
California Bank & Trust 2003 - 2006
Union Bank of California 2000 - 2003
Skills
Credit, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Underwriting, Financial Analysis, Credit Risk, Loan Origination, Lines Of Credit, Asset Based Lending
Education
Texas A&M University 1996 — 1997
BBA, Finance
Vincent Perez's California Bank & Trust Experience July 2015 - Present
Job AVP, Senior Credit Analyst Commercial Banking at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2015 - Present
California Bank & Trust May 2014 - July 2015
Luther Burbank Corporation August 2012 - May 2014
Bank of Hawaii January 2012 - June 2012
Bank of Hawaii February 2010 - January 2012
U.S. Space and Naval Warfare Command October 2008 - December 2009
Skills
Credit Analysis, Cash Flow Lending, Commercial Credit, Credit Evaluation, Underwriting, Financial Analysis, GAAP, Accounting, Risk Management, Financial Modeling, Market Analysis, Real Estate Financing, Commercial Real Estate, Customer Service, Credit, Strategic Planning, Commercial Banking, Management, Team Building, Loans
Education
University of San Francisco 2013 — 2015
Master of Arts (M.A.), International/Global Studies
University of Guam 2005 — 2009
Bachelor in Business Administration, Finance and Economics
Father Duenas Memorial School 2002 — 2005
High School Diploma
California Bank & Trust July 2015 - Present
California Bank & Trust May 2014 - July 2015
Luther Burbank Corporation August 2012 - May 2014
Bank of Hawaii January 2012 - June 2012
Bank of Hawaii February 2010 - January 2012
U.S. Space and Naval Warfare Command October 2008 - December 2009
Skills
Credit Analysis, Cash Flow Lending, Commercial Credit, Credit Evaluation, Underwriting, Financial Analysis, GAAP, Accounting, Risk Management, Financial Modeling, Market Analysis, Real Estate Financing, Commercial Real Estate, Customer Service, Credit, Strategic Planning, Commercial Banking, Management, Team Building, Loans
Education
University of San Francisco 2013 — 2015
Master of Arts (M.A.), International/Global Studies
University of Guam 2005 — 2009
Bachelor in Business Administration, Finance and Economics
Father Duenas Memorial School 2002 — 2005
High School Diploma
Daniel Miltenberger's California Bank & Trust Experience October 2007 - Present
Job First Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust October 2007 - Present
Skills
Real Estate Economics, Real Estate, Loans, Real Estate Financing, Loan Origination, Management, Mortgage Lending, Credit Analysis, Real Estate Transactions, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Real Estate Development, Due Diligence, Asset Management
Education
University of California, Los Angeles 2002 — 2006
California Bank & Trust October 2007 - Present
Skills
Real Estate Economics, Real Estate, Loans, Real Estate Financing, Loan Origination, Management, Mortgage Lending, Credit Analysis, Real Estate Transactions, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Real Estate Development, Due Diligence, Asset Management
Education
University of California, Los Angeles 2002 — 2006
Lillian Chiang's California Bank & Trust Experience June 2010 - Present
Job V.P. at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 2010 - Present
Education
San Jose State University
Master, Economics
California Bank & Trust June 2010 - Present
Education
San Jose State University
Master, Economics
Jerry McDermott's California Bank & Trust Experience 2009 - 2010
Job Senior Vice President at City National Bank
Industry
Experience
City National Bank June 2004 - Present
California Bank & Trust 2009 - 2010
Bank of the West 1992 - 2004
Bank of America 1988 - 1992
security pacific bank 1988 - 1991
CIT 1981 - 1986
Education
Pacific Coast Banking School at University of Washington 1998 — 2000
The University of Montana - School of Business Administration 1973 — 1978
Bachelor of Science (BS)
City National Bank June 2004 - Present
California Bank & Trust 2009 - 2010
Bank of the West 1992 - 2004
Bank of America 1988 - 1992
security pacific bank 1988 - 1991
CIT 1981 - 1986
Education
Pacific Coast Banking School at University of Washington 1998 — 2000
The University of Montana - School of Business Administration 1973 — 1978
Bachelor of Science (BS)
Eric Ellingsen's California Bank & Trust Experience January 2012 - Present
Job Chief Financial Officer
Industry Banking
Experience
California Bank & Trust January 2012 - Present
Education
Anderson School at UCLA 2003 — 2005
Master of Business Administration (MBA), Finance, General
California Bank & Trust January 2012 - Present
Education
Anderson School at UCLA 2003 — 2005
Master of Business Administration (MBA), Finance, General
Michael M Hood's California Bank & Trust Experience April 1994 - Present
Job Senior Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust April 1994 - Present
American Valley Bank November 1981 - November 1993
Skills
Commercial Lending, Small Business Lending, Loans, Marketing, Commercial Banking, Banking, Commercial Real Estate, Fundraising, Nonprofits
Education
University of California, Santa Barbara 1968 — 1972
Bachelor of Arts, Political Science & History
Pacific Coast School of Banking
The Center on Philanthropy at Indiana University
The Fund Raising School at the Center on Philanthropy; Indiana University, Certificate of Completion
California Bank & Trust April 1994 - Present
American Valley Bank November 1981 - November 1993
Skills
Commercial Lending, Small Business Lending, Loans, Marketing, Commercial Banking, Banking, Commercial Real Estate, Fundraising, Nonprofits
Education
University of California, Santa Barbara 1968 — 1972
Bachelor of Arts, Political Science & History
Pacific Coast School of Banking
The Center on Philanthropy at Indiana University
The Fund Raising School at the Center on Philanthropy; Indiana University, Certificate of Completion
Frank Henry's California Bank & Trust Experience May 1998 - Present
Job Executive Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 1998 - Present
Education
UCLA 1968 — 1972
Economics, Economics
California Bank & Trust May 1998 - Present
Education
UCLA 1968 — 1972
Economics, Economics
Ashley Sabados's California Bank & Trust Experience June 2003 - January 2009
Job Senior Credit Analyst at Vectra Bank Colorado
Industry Banking
Experience
Vectra Bank Colorado January 2009 - Present
California Bank & Trust June 2003 - January 2009
Education
University of Denver - Daniels College of Business 1998 — 2002
Finance, Finance
Vectra Bank Colorado January 2009 - Present
California Bank & Trust June 2003 - January 2009
Education
University of Denver - Daniels College of Business 1998 — 2002
Finance, Finance
Carol Ogilvie's California Bank & Trust Experience July 2011 - Present
Job Branch Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2011 - Present
Merrill Lynch July 2006 - April 2008
Morgan Stanley September 2003 - June 2006
Wells Fargo 1976 - 2003
Education
The Ohio State University
California Bank & Trust July 2011 - Present
Merrill Lynch July 2006 - April 2008
Morgan Stanley September 2003 - June 2006
Wells Fargo 1976 - 2003
Education
The Ohio State University
Ellen Schilling's California Bank & Trust Experience January 2007 - Present
Job AVP Real Estate Loans at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 2007 - Present
Provident Savings Bank January 1990 - January 2007
Skills
Real Estate, Construction Lending
Education
UC Riverside 1985 — 1986
Bachelor's degree, Business/Managerial Economics
UC Santa Barbara 1984 — 1985
California Bank & Trust January 2007 - Present
Provident Savings Bank January 1990 - January 2007
Skills
Real Estate, Construction Lending
Education
UC Riverside 1985 — 1986
Bachelor's degree, Business/Managerial Economics
UC Santa Barbara 1984 — 1985
Jeff Soto's California Bank & Trust Experience January 2007 - Present
Job Assistant Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust January 2007 - Present
Skills
Real Estate Financing, Commercial Lending, Consumer Lending
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
University of California, San Diego
Professional Certificate, Finance
California Bank & Trust January 2007 - Present
Skills
Real Estate Financing, Commercial Lending, Consumer Lending
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
University of California, San Diego
Professional Certificate, Finance
Edward Voss's California Bank & Trust Experience February 1980 - April 2000
Job Internal Audit Manager at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company February 2004 - Present
RCM Global Investors April 2000 - February 2004
California Bank & Trust February 1980 - April 2000
Skills
Risk Management, Finance, Banking, Financial Analysis, Financial Risk, Financial Services, Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act
Education
Computer Learning Center 1980 — 1981
Certificate in Computer Programming, Basic computer languages, RPGII, Cobol, Assembly language, B+
University of California, Berkeley 1970 — 1972
Bachelor's Degree, Business Administration and Management, General
PENSCO Trust Company February 2004 - Present
RCM Global Investors April 2000 - February 2004
California Bank & Trust February 1980 - April 2000
Skills
Risk Management, Finance, Banking, Financial Analysis, Financial Risk, Financial Services, Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act
Education
Computer Learning Center 1980 — 1981
Certificate in Computer Programming, Basic computer languages, RPGII, Cobol, Assembly language, B+
University of California, Berkeley 1970 — 1972
Bachelor's Degree, Business Administration and Management, General
Richard Wessman's California Bank & Trust Experience
Job Senior Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust
Skills
Southern California...
Education
University of California, Berkeley
MBA, Finance, General
University of Southern California
BS, Business Administration, Finance and Financial Management Services
California Bank & Trust
Skills
Southern California...
Education
University of California, Berkeley
MBA, Finance, General
University of Southern California
BS, Business Administration, Finance and Financial Management Services