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
Jacqueline Martinez Jacqueline Martinez's California Bank & Trust Experience May 2007 - April 2011
Job VP, Acquisitions at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC February 2015 - Present
United Capital Financial Advisers, LLC July 2014 - February 2015
Evolution Hospitality September 2012 - June 2014
United Capital Financial Partners, Inc April 2011 - September 2012
California Bank & Trust May 2007 - April 2011
Skills
MS Excel, Access, &..., Financial Analysis, Budgeting, Forecasting, Dashboard Metrics, Board of Directors..., Salesforce.com, FRx Report Designer, Variance Analysis, Bilingual-Spanish, Microsoft Excel, Budgets, Business Development, Financial Modeling, Financial Reporting, Investments, Finance, Process Improvement, Management, Leadership, Strategic Planning, Credit
Education
University of San Diego 2003 — 2009
Bachelors of Business Administration
United Capital Financial Advisers, LLC February 2015 - Present
United Capital Financial Advisers, LLC July 2014 - February 2015
Evolution Hospitality September 2012 - June 2014
United Capital Financial Partners, Inc April 2011 - September 2012
California Bank & Trust May 2007 - April 2011
Skills
MS Excel, Access, &..., Financial Analysis, Budgeting, Forecasting, Dashboard Metrics, Board of Directors..., Salesforce.com, FRx Report Designer, Variance Analysis, Bilingual-Spanish, Microsoft Excel, Budgets, Business Development, Financial Modeling, Financial Reporting, Investments, Finance, Process Improvement, Management, Leadership, Strategic Planning, Credit
Education
University of San Diego 2003 — 2009
Bachelors of Business Administration
Gustavo Bidart Gustavo Bidart's California Bank & Trust Experience January 2000 - March 2003
Job Senior Vice President, Corporate Citizenship, Social Responsibility,Community Development, and Strategic Initiatives
Industry Public Relations and Communications
Experience
Citi March 2003 - December 2014
California Bank & Trust January 2000 - March 2003
Washington Mutual Savings Bank June 1995 - January 2000
Wells Fargo June 1989 - January 2000
Skills
Leadership, Public Speaking, Nonprofits, Public Relations, Strategic Planning, Program Management, Community Development, Community Outreach, Business Development, Fundraising, Philanthropy, Corporate Citizenship, Banking, Credit, Customer Service, Organizational..., Commercial Banking, Non-profit Board..., Finance, Commercial Lending, Retail Banking, Public Affairs, Loans, Investments, Board of Directors, Relationship Management, Marketing Strategy, Leadership Development, Consumer Lending, Strategic Partnerships, Mortgage Lending, Procurement Initiatives, Cultural Sensitivity, Business Innovation
Education
University of San Diego 1988 — 1992
Bachelor's Degree Business Administration, Business Administration and Management, General
Citi March 2003 - December 2014
California Bank & Trust January 2000 - March 2003
Washington Mutual Savings Bank June 1995 - January 2000
Wells Fargo June 1989 - January 2000
Skills
Leadership, Public Speaking, Nonprofits, Public Relations, Strategic Planning, Program Management, Community Development, Community Outreach, Business Development, Fundraising, Philanthropy, Corporate Citizenship, Banking, Credit, Customer Service, Organizational..., Commercial Banking, Non-profit Board..., Finance, Commercial Lending, Retail Banking, Public Affairs, Loans, Investments, Board of Directors, Relationship Management, Marketing Strategy, Leadership Development, Consumer Lending, Strategic Partnerships, Mortgage Lending, Procurement Initiatives, Cultural Sensitivity, Business Innovation
Education
University of San Diego 1988 — 1992
Bachelor's Degree Business Administration, Business Administration and Management, General
Karla Kopp Karla Kopp's California Bank & Trust Experience August 2013 - Present
Job Commercial Real Estate Loan Specialist III, Team Lead
Industry Banking
Experience
California Bank & Trust August 2013 - Present
Bank of America April 2012 - August 2013
Bank of America January 2011 - April 2012
Bank of America January 2010 - January 2011
Bank of America November 2008 - January 2010
Bank of America April 2007 - November 2008
In-N-Out Burger February 2003 - April 2007
Skills
Underwriting, Loan processing, Mortgage Modification, Auditing, Customer Service, Microsoft Word, Microsoft Excel, Banking, Credit, Risk Management, Mortgage Banking, Mortgage Lending, Consumer Lending, Operational Risk, Mortgage Servicing, Loss Mitigation, Loans, Credit Cards, Sales, Internal Audit, Loan Servicing, Credit Analysis, Retail Banking, Call Centers, Small Business Lending, Residential Mortgages, Payments, Funding, Coaching, Loan Origination, Commercial Banking, Loan Modifications, Mortgage Underwriting, Construction Loans, Home Equity Lines of..., Relationship Management, Commercial Mortgages, Deposits, Default, Operational Risk..., Cross Selling, Home Equity Loans, Refinance, Insurance, Lines Of Credit, Credit Risk, Commercial Lending, Financial Services, Branch Banking, Portfolio Management
Education
University of Phoenix
Bachelor's degree, Business Administration and Management, General
California Bank & Trust August 2013 - Present
Bank of America April 2012 - August 2013
Bank of America January 2011 - April 2012
Bank of America January 2010 - January 2011
Bank of America November 2008 - January 2010
Bank of America April 2007 - November 2008
In-N-Out Burger February 2003 - April 2007
Skills
Underwriting, Loan processing, Mortgage Modification, Auditing, Customer Service, Microsoft Word, Microsoft Excel, Banking, Credit, Risk Management, Mortgage Banking, Mortgage Lending, Consumer Lending, Operational Risk, Mortgage Servicing, Loss Mitigation, Loans, Credit Cards, Sales, Internal Audit, Loan Servicing, Credit Analysis, Retail Banking, Call Centers, Small Business Lending, Residential Mortgages, Payments, Funding, Coaching, Loan Origination, Commercial Banking, Loan Modifications, Mortgage Underwriting, Construction Loans, Home Equity Lines of..., Relationship Management, Commercial Mortgages, Deposits, Default, Operational Risk..., Cross Selling, Home Equity Loans, Refinance, Insurance, Lines Of Credit, Credit Risk, Commercial Lending, Financial Services, Branch Banking, Portfolio Management
Education
University of Phoenix
Bachelor's degree, Business Administration and Management, General
TESS LOPEZ's California Bank & Trust Experience September 2008 - September 2013
Job Realtor at PLI REALTY, INC
Industry Real Estate
Experience
PLI Realty, INC September 2006 - Present
California Bank & Trust September 2008 - September 2013
Bank of America January 1997 - August 2007
Skills
Selling, New Home Sales, ABR, Real Estate Development, Single Family Homes, Real Estate Transactions, Sellers, Short Sales, Relocation, Foreclosures, REO, Condos, Investors, Referrals, Investment Properties, Residential Investment..., Banking, Consumer Lending, Small Business Lending, Retail Banking, Commercial Banking, Accounting, Bookkeeping, Financial Accounting, Sales, Residential Homes
Education
University of Phoenix 2011 — 2012
Associate of Arts (A.A.), Accounting
PLI Realty, INC September 2006 - Present
California Bank & Trust September 2008 - September 2013
Bank of America January 1997 - August 2007
Skills
Selling, New Home Sales, ABR, Real Estate Development, Single Family Homes, Real Estate Transactions, Sellers, Short Sales, Relocation, Foreclosures, REO, Condos, Investors, Referrals, Investment Properties, Residential Investment..., Banking, Consumer Lending, Small Business Lending, Retail Banking, Commercial Banking, Accounting, Bookkeeping, Financial Accounting, Sales, Residential Homes
Education
University of Phoenix 2011 — 2012
Associate of Arts (A.A.), Accounting
Will Holburn Will Holburn's California Bank & Trust Experience June 2010 - January 2011
Job Brand + Digital Strategy Leader
Industry Marketing and Advertising
Experience
On Advertising November 2012 - Present
BodhiDharma June 2009 - Present
Rauxa January 2011 - November 2012
California Bank & Trust June 2010 - January 2011
National Bank of Arizona May 2005 - December 2009
Scottsdale Artists School May 2004 - June 2005
Desert Schools Federal Credit Union September 2000 - June 2004
Skills
Integrated Marketing, Copywriting, Media Relations, Strategic Communications, Corporate Communications, Advertising, Public Relations, Blogging, Internal Communications, Social Media, Marketing Strategy, Marketing, Creative Direction, Editing, Competitive Analysis, Marketing Communications, Digital Media, Strategy, Leadership, Content Development
Education
University of Oregon 1997 — 2000
B.S., Journalism (Advertising and Public Relations), Philosophy, Cum Laude
On Advertising November 2012 - Present
BodhiDharma June 2009 - Present
Rauxa January 2011 - November 2012
California Bank & Trust June 2010 - January 2011
National Bank of Arizona May 2005 - December 2009
Scottsdale Artists School May 2004 - June 2005
Desert Schools Federal Credit Union September 2000 - June 2004
Skills
Integrated Marketing, Copywriting, Media Relations, Strategic Communications, Corporate Communications, Advertising, Public Relations, Blogging, Internal Communications, Social Media, Marketing Strategy, Marketing, Creative Direction, Editing, Competitive Analysis, Marketing Communications, Digital Media, Strategy, Leadership, Content Development
Education
University of Oregon 1997 — 2000
B.S., Journalism (Advertising and Public Relations), Philosophy, Cum Laude
Kasha Reed's California Bank & Trust Experience 2009 - 2011
Job Branch Manager at First Entertainment Credit Union
Industry Banking
Experience
First Entertainment Credit Union November 2014 - Present
First Financial Credit Union February 2014 - November 2014
Charter College April 2012 - August 2013
California Bank & Trust 2009 - 2011
CoastHills Federal Credit Union 2005 - 2008
Skills
CampusVue, Student Financial Aid, Enrollment Management, Admissions, Adult Education, Campus, Student Affairs, Retaining Customers, Student Loans, Academic Advising, Staff Development, Student Recruiting, Career Development, Resume Writing, Career Counseling, Public Speaking, Banking, Coaching, Customer Retention, Customer Service, Leadership
Education
University of Phoenix 2003 — 2005
Bachelor's degree, Business Administration and Management, General
First Entertainment Credit Union November 2014 - Present
First Financial Credit Union February 2014 - November 2014
Charter College April 2012 - August 2013
California Bank & Trust 2009 - 2011
CoastHills Federal Credit Union 2005 - 2008
Skills
CampusVue, Student Financial Aid, Enrollment Management, Admissions, Adult Education, Campus, Student Affairs, Retaining Customers, Student Loans, Academic Advising, Staff Development, Student Recruiting, Career Development, Resume Writing, Career Counseling, Public Speaking, Banking, Coaching, Customer Retention, Customer Service, Leadership
Education
University of Phoenix 2003 — 2005
Bachelor's degree, Business Administration and Management, General
Marley Tucker Marley Tucker's California Bank & Trust Experience May 2014 - Present
Job Relationship Banker at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2014 - Present
California Bank & Trust August 2012 - May 2014
Union Bank August 2007 - August 2012
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Investments, Financial Analysis, Strategic Planning, Business Development, Consumer Lending, Finance, New Business Development, Leadership, Marketing, Analysis, Credit Analysis, Credit, Portfolio Management, Mortgage Lending, Retail Banking, Risk Management, Loans
Education
University of Oregon 2000 — 2004
Bachelor of Science, Ethnic Studies
California Bank & Trust May 2014 - Present
California Bank & Trust August 2012 - May 2014
Union Bank August 2007 - August 2012
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Investments, Financial Analysis, Strategic Planning, Business Development, Consumer Lending, Finance, New Business Development, Leadership, Marketing, Analysis, Credit Analysis, Credit, Portfolio Management, Mortgage Lending, Retail Banking, Risk Management, Loans
Education
University of Oregon 2000 — 2004
Bachelor of Science, Ethnic Studies
Kevan McDougal's California Bank & Trust Experience September 2014 - Present
Job Financial Analyst and Risk Management at California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust September 2014 - Present
Enterprise Rent-A-Car January 2013 - June 2013
Delta Sigma Phi Fraternity November 2011 - December 2012
Graphic Business Solutions June 2012 - October 2012
Cremolose June 2012 - October 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Microsoft SQL Server, Finance, Microsoft Excel, Marketing, Customer Service, Facebook, Social Networking, Social Media, PowerPoint, Situational Leadership, Teamwork, Social Media Marketing, Sales, Management, Microsoft Office, BtB, Microsoft Word, Collaborative Problem..., Learn New Software..., Organization Skills, Time Management
Education
University of Oregon 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Finance, Senior
California Bank & Trust September 2014 - Present
Enterprise Rent-A-Car January 2013 - June 2013
Delta Sigma Phi Fraternity November 2011 - December 2012
Graphic Business Solutions June 2012 - October 2012
Cremolose June 2012 - October 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Microsoft SQL Server, Finance, Microsoft Excel, Marketing, Customer Service, Facebook, Social Networking, Social Media, PowerPoint, Situational Leadership, Teamwork, Social Media Marketing, Sales, Management, Microsoft Office, BtB, Microsoft Word, Collaborative Problem..., Learn New Software..., Organization Skills, Time Management
Education
University of Oregon 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Finance, Senior
Lora Wong Encinas's California Bank & Trust Experience November 1998 - November 2008
Job Senior Vice President, Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Torrey Pines Bank November 2008 - June 2013
California Bank & Trust November 1998 - November 2008
Wells Fargo 1994 - 1998
First Interstate Bank 1989 - 1994
Skills
Commercial Lending, Commercial Mortgages, Loans, Commercial Banking, Portfolio Management, Banking, Small Business Lending, Real Estate, Real Estate Economics, Series 7 and 66 licensed, residential mor, Trust Services, Estate Tax Planning, Loan Origination, Refinance, Mortgage Banking, Cash Management, Lines Of Credit, Asset Management, Credit Risk, Asset Based Lending, Finance, Residential Mortgages, Mortgage Lending, Small Business, Investments, Consumer Lending, Treasury Management, Real Estate Financing
Education
University of Southern California 1982 — 1986
Finance, Finance, General
Wells Fargo June 2013 - Present
Torrey Pines Bank November 2008 - June 2013
California Bank & Trust November 1998 - November 2008
Wells Fargo 1994 - 1998
First Interstate Bank 1989 - 1994
Skills
Commercial Lending, Commercial Mortgages, Loans, Commercial Banking, Portfolio Management, Banking, Small Business Lending, Real Estate, Real Estate Economics, Series 7 and 66 licensed, residential mor, Trust Services, Estate Tax Planning, Loan Origination, Refinance, Mortgage Banking, Cash Management, Lines Of Credit, Asset Management, Credit Risk, Asset Based Lending, Finance, Residential Mortgages, Mortgage Lending, Small Business, Investments, Consumer Lending, Treasury Management, Real Estate Financing
Education
University of Southern California 1982 — 1986
Finance, Finance, General
Deborah Ann Fredrickson's California Bank & Trust Experience July 1998 - Present
Job VPHuman ResourcesCalifornia Bank & TrustNorthern CA.
Industry Human Resources
Experience
California Bank & Trust July 1998 - Present
Bank of America April 1989 - December 1997
Goldman Sachs March 1986 - January 1989
People Express Airlines, Inc. February 1982 - April 1986
Skills
Employee Relations, Recruiting, FMLA, Performance Improvement, Employee Benefits, HR Consulting, Training, Conflict Resolution, Staff Development, Taleo, Interviews, Hiring, Change Management, Team Building, Leadership, Human Resources, Performance Management, Leadership Development, Communication Skills, Social Networking, Teamwork, Team Management, Coaching Staff, Compensation Strategies, Deferred Compensation, Policy, Onboarding, Customer Service, Management, Start-ups, Employee Training, Technical Recruiting, Succession Planning, Organizational..., Employee Engagement, Internet Recruiting, Applicant Tracking..., HRIS, New Hire Orientations, Workshop Facilitation, Budgets, Organizational..., Performance Appraisal, Benefits Administration, Personnel Management, Payroll, Mergers & Acquisitions, Workforce Planning, Job Coaching, Employment Law
Education
University of Northern Colorado
BA, Elementary Education
Colorado State University, Fort Collins, Colorado
California Bank & Trust July 1998 - Present
Bank of America April 1989 - December 1997
Goldman Sachs March 1986 - January 1989
People Express Airlines, Inc. February 1982 - April 1986
Skills
Employee Relations, Recruiting, FMLA, Performance Improvement, Employee Benefits, HR Consulting, Training, Conflict Resolution, Staff Development, Taleo, Interviews, Hiring, Change Management, Team Building, Leadership, Human Resources, Performance Management, Leadership Development, Communication Skills, Social Networking, Teamwork, Team Management, Coaching Staff, Compensation Strategies, Deferred Compensation, Policy, Onboarding, Customer Service, Management, Start-ups, Employee Training, Technical Recruiting, Succession Planning, Organizational..., Employee Engagement, Internet Recruiting, Applicant Tracking..., HRIS, New Hire Orientations, Workshop Facilitation, Budgets, Organizational..., Performance Appraisal, Benefits Administration, Personnel Management, Payroll, Mergers & Acquisitions, Workforce Planning, Job Coaching, Employment Law
Education
University of Northern Colorado
BA, Elementary Education
Colorado State University, Fort Collins, Colorado
Crystal Roseberry Crystal Roseberry's California Bank & Trust Experience April 2012 - December 2012
Job Vice President Business Development at City National Bank
Industry Financial Services
Experience
City National Bank January 2013 - Present
California Bank & Trust April 2012 - December 2012
Bank of the West June 2009 - March 2012
Wells Fargo Securities LLC2003 - 2008 April 2003 - September 2008
Wells Fargo Bank January 2001 - March 2003
Independent Consultant May 1999 - December 2000
Industrial Bank of Japan January 1991 - January 1996
Skills
Loans, Business Development, Fixed Income, Sales, Business Strategy, Strategic Planning, Executive Management, Financial Analysis, Commercial Real Estate, Training, Accounting, Mergers & Acquisitions, Financial Modeling, Funding, Corporate Finance, Middle Market, Finance, Commercial Banking, Start-ups, Strategy, Treasury Management
Education
Wells Fargo Credit Management Training Program 1999 — 2000
Certification of Completion, Credit Management
University of San Francisco - School of Management 1997 — 1998
MBA, Finance, 3.70
University of San Francisco 1994 — 1996
MA, Asia Pacific Studies, 3.80
BA CommunicationsCA State University, Sacramento 1986 — 1987
BA Communications Studies, Organizational Communication, General, 3.90
City National Bank January 2013 - Present
California Bank & Trust April 2012 - December 2012
Bank of the West June 2009 - March 2012
Wells Fargo Securities LLC2003 - 2008 April 2003 - September 2008
Wells Fargo Bank January 2001 - March 2003
Independent Consultant May 1999 - December 2000
Industrial Bank of Japan January 1991 - January 1996
Skills
Loans, Business Development, Fixed Income, Sales, Business Strategy, Strategic Planning, Executive Management, Financial Analysis, Commercial Real Estate, Training, Accounting, Mergers & Acquisitions, Financial Modeling, Funding, Corporate Finance, Middle Market, Finance, Commercial Banking, Start-ups, Strategy, Treasury Management
Education
Wells Fargo Credit Management Training Program 1999 — 2000
Certification of Completion, Credit Management
University of San Francisco - School of Management 1997 — 1998
MBA, Finance, 3.70
University of San Francisco 1994 — 1996
MA, Asia Pacific Studies, 3.80
BA CommunicationsCA State University, Sacramento 1986 — 1987
BA Communications Studies, Organizational Communication, General, 3.90
Patricia Brooke, SHRM-SCP, SPHR Patricia Brooke, SHRM-SCP, SPHR's California Bank & Trust Experience October 2000 - May 2008
Job HR Generalist at Suddenlink Communications
Industry Telecommunications
Experience
Suddenlink Communications January 2010 - Present
Zions Bank May 2008 - December 2010
California Bank & Trust October 2000 - May 2008
Skills
Onboarding, Performance Management, Personnel Management, Team Leadership, Human Resources, Employee Relations, New Hire Orientations, Call Centers, Team Building, Customer Satisfaction, Telecommunications, Talent Management, Training
Education
University of Southern California
Bachelor of Arts (B.A.), Social Sciences
Suddenlink Communications January 2010 - Present
Zions Bank May 2008 - December 2010
California Bank & Trust October 2000 - May 2008
Skills
Onboarding, Performance Management, Personnel Management, Team Leadership, Human Resources, Employee Relations, New Hire Orientations, Call Centers, Team Building, Customer Satisfaction, Telecommunications, Talent Management, Training
Education
University of Southern California
Bachelor of Arts (B.A.), Social Sciences
Fabian Krishna Fabian Krishna's California Bank & Trust Experience July 2014 - Present
Job Financial Analyst at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2014 - Present
California Bank & Trust April 2011 - July 2014
California Bank & Trust August 2010 - April 2011
California Bank & Trust December 2008 - August 2010
Chevrolet of Salinas-Lithia Motors November 2004 - April 2005
Skills
Reconciliation, General Ledger, Cash Management, Accounts Payable, Accounts Receivable, Accounting, Finance, Corporate Finance, Journal Entries, GAAP, Bank Reconciliation, Cash Flow, Financial Reporting, Variance Analysis, Microsoft Office, Access, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Accruals, Analysis, Process Improvement, Treasury Management, Banking, Databases, Data Analysis, Training, Investments, Securities, US GAAP, Lines Of Credit, Credit, PowerPoint, Financial Statements, Internal Audit
Education
University of San Diego 2005 — 2008
BBA, Business Administration
California Bank & Trust July 2014 - Present
California Bank & Trust April 2011 - July 2014
California Bank & Trust August 2010 - April 2011
California Bank & Trust December 2008 - August 2010
Chevrolet of Salinas-Lithia Motors November 2004 - April 2005
Skills
Reconciliation, General Ledger, Cash Management, Accounts Payable, Accounts Receivable, Accounting, Finance, Corporate Finance, Journal Entries, GAAP, Bank Reconciliation, Cash Flow, Financial Reporting, Variance Analysis, Microsoft Office, Access, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Accruals, Analysis, Process Improvement, Treasury Management, Banking, Databases, Data Analysis, Training, Investments, Securities, US GAAP, Lines Of Credit, Credit, PowerPoint, Financial Statements, Internal Audit
Education
University of San Diego 2005 — 2008
BBA, Business Administration
John E. Cummings John E. Cummings's California Bank & Trust Experience April 2001 - June 2012
Job Business Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2012 - Present
California Bank & Trust April 2001 - June 2012
Manufacturers Bank December 1996 - April 2001
TransWorld Bank February 1992 - December 1996
City National Bank February 1983 - February 1992
Skills
Commercial Lending, Mortgage Lending, Commercial Real Estate, Cash Management, SBA, Real Estate, Consumer Lending, Relationship Management, Credit Risk, Private Banking, Retail Banking, Finance, Financial Risk, Financial Analysis, Risk Management, Financial Structuring, Mortgage Banking, Refinance, Wealth Management, Financial Services, Investments
Education
Pacific Coast Banking School, University of Washington 1990 — 1992
University of Southern California 1977 — 1982
B.S., Finance
Crespi High School 1973 — 1977
St Edwards School, Corona, California 1967 — 1973
San Roque School, Santa Barbara, California 1965 — 1967
First Republic Bank June 2012 - Present
California Bank & Trust April 2001 - June 2012
Manufacturers Bank December 1996 - April 2001
TransWorld Bank February 1992 - December 1996
City National Bank February 1983 - February 1992
Skills
Commercial Lending, Mortgage Lending, Commercial Real Estate, Cash Management, SBA, Real Estate, Consumer Lending, Relationship Management, Credit Risk, Private Banking, Retail Banking, Finance, Financial Risk, Financial Analysis, Risk Management, Financial Structuring, Mortgage Banking, Refinance, Wealth Management, Financial Services, Investments
Education
Pacific Coast Banking School, University of Washington 1990 — 1992
University of Southern California 1977 — 1982
B.S., Finance
Crespi High School 1973 — 1977
St Edwards School, Corona, California 1967 — 1973
San Roque School, Santa Barbara, California 1965 — 1967
Sean Puckett's California Bank & Trust Experience July 2007 - November 2011
Job Senior Vice President at Regents Bank
Industry Banking
Experience
Regents Bank November 2011 - Present
STAR (Strategic Trusted Advisors Roundtable) 2009 - Present
California Bank & Trust July 2007 - November 2011
Union Bank of California 2001 - 2007
Paychex 1999 - 2001
Skills
Private Equity, Professional Services, Distributors, Manufacturing, Wholesale, Subcontracting, Commercial Banking, Loans, Commercial Lending, Banking, Credit, Portfolio Management, Commercial Mortgages, Lines Of Credit, Strategy, Management, Retirement Planning, Finance, Small Business, Mortgage Banking, Risk Management, Financial Analysis, Real Estate, Mergers & Acquisitions, Investments, Leadership, Executive Management, Credit Analysis, SBA, Mortgage Lending, Underwriting, Sales, Entrepreneurship, Consumer Lending
Education
University of San Diego 1993 — 1997
B.A., Speech Communications
Kubasaki High School - Okinawa, Japan
Regents Bank November 2011 - Present
STAR (Strategic Trusted Advisors Roundtable) 2009 - Present
California Bank & Trust July 2007 - November 2011
Union Bank of California 2001 - 2007
Paychex 1999 - 2001
Skills
Private Equity, Professional Services, Distributors, Manufacturing, Wholesale, Subcontracting, Commercial Banking, Loans, Commercial Lending, Banking, Credit, Portfolio Management, Commercial Mortgages, Lines Of Credit, Strategy, Management, Retirement Planning, Finance, Small Business, Mortgage Banking, Risk Management, Financial Analysis, Real Estate, Mergers & Acquisitions, Investments, Leadership, Executive Management, Credit Analysis, SBA, Mortgage Lending, Underwriting, Sales, Entrepreneurship, Consumer Lending
Education
University of San Diego 1993 — 1997
B.A., Speech Communications
Kubasaki High School - Okinawa, Japan
Eric Deems Eric Deems's California Bank & Trust Experience October 2005 - April 2011
Job Staff Accountant at Total Gym
Industry Accounting
Experience
Total Gym February 2014 - Present
San Diego Hat Company December 2013 - February 2014
San Diego Hat Co June 2011 - December 2013
California Bank & Trust October 2005 - April 2011
Skills
General Ledger, Accounts Payable, Budgets, Microsoft Excel, Journal Entries, Access, Accruals, Accounting, Account Reconciliation, ADP Payroll, Accounts Receivable, Financial Reporting, Monthly Close, G/L Reconciliations, Bank Reconciliation, Prepaids, Epicor, Sage MAS200, QuickBooks, Financial Statements, Financial Analysis, Intercompany..., Finance
Education
University of San Diego 2001 — 2005
Accountancy, Accounting and Finance
Total Gym February 2014 - Present
San Diego Hat Company December 2013 - February 2014
San Diego Hat Co June 2011 - December 2013
California Bank & Trust October 2005 - April 2011
Skills
General Ledger, Accounts Payable, Budgets, Microsoft Excel, Journal Entries, Access, Accruals, Accounting, Account Reconciliation, ADP Payroll, Accounts Receivable, Financial Reporting, Monthly Close, G/L Reconciliations, Bank Reconciliation, Prepaids, Epicor, Sage MAS200, QuickBooks, Financial Statements, Financial Analysis, Intercompany..., Finance
Education
University of San Diego 2001 — 2005
Accountancy, Accounting and Finance
Justin Roscoe's California Bank & Trust Experience September 2012 - Present
Job Assistant Vice President Training & Development
Industry Banking
Experience
California Bank & Trust September 2012 - Present
California Bank & Trust March 2011 - October 2012
California Bank & Trust April 2010 - March 2011
California Bank & Trust January 2009 - April 2010
California Bank & Trust September 2004 - January 2009
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Training, Customer Service, Commercial Banking, Lines Of Credit, Financial Services, Finance, Cash Management, Credit, Small Business, Sales Management, Mortgage Lending, Public Speaking, Management, Organizational..., Cross Selling, Strategy, Team Building, Salesforce.com, Banking Relationships, Merchant Services, Consumer Lending, Sales, Analysis, Customer Retention, Leadership Development, Team Leadership, Team Management, Product Development, Training Manuals, Procedure Manuals, Employee Training, Instructor-led Training, Technical Training
Education
University of San Diego 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management; Marketing
Granite Hills High School 2000 — 2004
GE, General Education
California Bank & Trust September 2012 - Present
California Bank & Trust March 2011 - October 2012
California Bank & Trust April 2010 - March 2011
California Bank & Trust January 2009 - April 2010
California Bank & Trust September 2004 - January 2009
Skills
Banking, Loans, Commercial Lending, Small Business Lending, Training, Customer Service, Commercial Banking, Lines Of Credit, Financial Services, Finance, Cash Management, Credit, Small Business, Sales Management, Mortgage Lending, Public Speaking, Management, Organizational..., Cross Selling, Strategy, Team Building, Salesforce.com, Banking Relationships, Merchant Services, Consumer Lending, Sales, Analysis, Customer Retention, Leadership Development, Team Leadership, Team Management, Product Development, Training Manuals, Procedure Manuals, Employee Training, Instructor-led Training, Technical Training
Education
University of San Diego 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management; Marketing
Granite Hills High School 2000 — 2004
GE, General Education
J. Alex Islas J. Alex Islas's California Bank & Trust Experience September 2015 - Present
Job Vice President Private Mortgage Banking Sr. Mortgage Lender at California Bank and Trust
Industry Financial Services
Experience
California Bank & Trust September 2015 - Present
Union Bank September 2011 - Present
Skills
Banking, Credit, Credit Analysis, Credit Risk, Portfolio Management, Small Business Lending, Risk Management, Consumer Lending, Financial Analysis, Financial Risk, Cash Management, Relationship Management, Treasury Management, Lines Of Credit, Loans, Commercial Banking, Investment Properties, FHA, First Time Home Buyers, Investors, Foreclosures, REO, Single Family Homes, Real Estate Transactions, Mortgage Lending, Real Estate, Sales, Finance, Real Estate Financing, Referrals, Condos, Sellers, Short Sales, Negotiation, Residential Homes, Refinance, Mortgage Banking, Marketing, Loan Origination, Commercial Real Estate, Real Estate Economics, Real Property, Property Management, Investments, Residential Mortgages, Leadership
Education
University of Southern California - Marshall School of Business 2005 — 2008
Finance, Business/Managerial Economics
University of Southern California 2004 — 2008
Bachelor of Commerce (BCom), Business/Managerial Economics
California Bank & Trust September 2015 - Present
Union Bank September 2011 - Present
Skills
Banking, Credit, Credit Analysis, Credit Risk, Portfolio Management, Small Business Lending, Risk Management, Consumer Lending, Financial Analysis, Financial Risk, Cash Management, Relationship Management, Treasury Management, Lines Of Credit, Loans, Commercial Banking, Investment Properties, FHA, First Time Home Buyers, Investors, Foreclosures, REO, Single Family Homes, Real Estate Transactions, Mortgage Lending, Real Estate, Sales, Finance, Real Estate Financing, Referrals, Condos, Sellers, Short Sales, Negotiation, Residential Homes, Refinance, Mortgage Banking, Marketing, Loan Origination, Commercial Real Estate, Real Estate Economics, Real Property, Property Management, Investments, Residential Mortgages, Leadership
Education
University of Southern California - Marshall School of Business 2005 — 2008
Finance, Business/Managerial Economics
University of Southern California 2004 — 2008
Bachelor of Commerce (BCom), Business/Managerial Economics
Colin Dowd's California Bank & Trust Experience June 2011 - Present
Job AVP, Sr. Financial Analyst
Industry Banking
Experience
California Bank & Trust June 2011 - Present
SmartOdds LLC August 2007 - Present
Desert Seats August 2005 - Present
Fleetridge Pacific March 2011 - June 2011
The Vanguard Group 2007 - 2010
Skills
Financial Modeling, Analysis, Valuation, Financial Analysis, Entrepreneurship, Due Diligence, Strategy, Finance, Analytics, Data Analysis, Forecasting, Strategic Planning, PowerPoint, Budgets, Leadership
Education
University of San Diego 2010 — 2012
Master of Business Administration (M.B.A.), Finance & New Venture Management
University of San Diego 2003 — 2007
Bachelor's Degree, Business Management
University of San Diego 2003 — 2007
Bachelor's Degree, Spanish Language and Literature
California Bank & Trust June 2011 - Present
SmartOdds LLC August 2007 - Present
Desert Seats August 2005 - Present
Fleetridge Pacific March 2011 - June 2011
The Vanguard Group 2007 - 2010
Skills
Financial Modeling, Analysis, Valuation, Financial Analysis, Entrepreneurship, Due Diligence, Strategy, Finance, Analytics, Data Analysis, Forecasting, Strategic Planning, PowerPoint, Budgets, Leadership
Education
University of San Diego 2010 — 2012
Master of Business Administration (M.B.A.), Finance & New Venture Management
University of San Diego 2003 — 2007
Bachelor's Degree, Business Management
University of San Diego 2003 — 2007
Bachelor's Degree, Spanish Language and Literature
Lance Kruse Lance Kruse's California Bank & Trust Experience September 2008 - June 2015
Job Finance / Financial Analyst / Business Management
Industry Financial Services
Experience
California Bank & Trust September 2008 - June 2015
California Bank & Trust October 2004 - September 2008
Bank Midwest, One Place January 2003 - September 2004
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts in Finance, Finance and Economics
California Bank & Trust September 2008 - June 2015
California Bank & Trust October 2004 - September 2008
Bank Midwest, One Place January 2003 - September 2004
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts in Finance, Finance and Economics
Michael Bonder Michael Bonder's California Bank & Trust Experience May 2014 - Present
Job Strategic Analyst | Six Sigma Specialist | Dedicated to process excellence and project management.
Industry Banking
Experience
California Bank & Trust May 2014 - Present
Point Cloud Laser Scanning August 2012 - April 2014
CALCRAFT Corporation July 2011 - September 2012
Total ProjeX Corporation July 2011 - September 2012
Park City Mountain Resort November 2009 - April 2011
International Rescue Committee August 2010 - December 2010
KPCW Radio September 2009 - December 2009
Skills
Project Management, Sales, Business Process..., Marketing..., Business Analytics, Social Media Marketing, Microsoft Excel, Customer Service, Marketing Communications, Microsoft Office, Brand Management, Salesforce.com..., Marketing Event Planning, Microsoft Word, Six Sigma, PowerPoint, SharePoint..., Newsletter Production, Constant Contact, Direct Mail Campaigns, Email Marketing, Marketing Management, Webmaster Services, Online Communications, SEO
Education
University of Utah 2007 — 2010
Bachelor of Science (B.S.), Communication and Media Studies
University of San Diego 2006 — 2007
California Bank & Trust May 2014 - Present
Point Cloud Laser Scanning August 2012 - April 2014
CALCRAFT Corporation July 2011 - September 2012
Total ProjeX Corporation July 2011 - September 2012
Park City Mountain Resort November 2009 - April 2011
International Rescue Committee August 2010 - December 2010
KPCW Radio September 2009 - December 2009
Skills
Project Management, Sales, Business Process..., Marketing..., Business Analytics, Social Media Marketing, Microsoft Excel, Customer Service, Marketing Communications, Microsoft Office, Brand Management, Salesforce.com..., Marketing Event Planning, Microsoft Word, Six Sigma, PowerPoint, SharePoint..., Newsletter Production, Constant Contact, Direct Mail Campaigns, Email Marketing, Marketing Management, Webmaster Services, Online Communications, SEO
Education
University of Utah 2007 — 2010
Bachelor of Science (B.S.), Communication and Media Studies
University of San Diego 2006 — 2007
Blake Hallman Blake Hallman's California Bank & Trust Experience May 2015 - Present
Job Finance for CB&T
Industry Financial Services
Experience
California Bank & Trust May 2015 - Present
AMN Healthcare October 2013 - January 2015
UMB Bank March 2011 - January 2013
American Income Life Insurance Company February 2011 - June 2012
Urban Dwellings Design Ltd. March 2010 - October 2011
Skills
Leadership, Healthcare Industry, Revenue Cycle Management, Vendor Management..., Account Management, Analysis, Corporate Finance, Banking, Marketing, Sales, Key Account Management, Coaching, Product Design, Microsoft Office, Insurance, Life Insurance, Team Building, Finance, Training, Customer Service, Mutual Funds, Humanitarian, Portfolio Management, Time Management, Outlook, Financial Services, Payroll, Event Planning, Public Speaking, Accounting, Business Analysis, Interior Design, Email Marketing, QuickBooks, Leadership Development, Health Insurance, Brand Development, Asset Allocation, Credit Cards, B2B, Management, PowerPoint, Microsoft Word, Social Media, Strategic Planning, Team Leadership, Consulting, Financial Planning, Budgets, Process Improvement
Education
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance, Entrepreneurial Studies
California Bank & Trust May 2015 - Present
AMN Healthcare October 2013 - January 2015
UMB Bank March 2011 - January 2013
American Income Life Insurance Company February 2011 - June 2012
Urban Dwellings Design Ltd. March 2010 - October 2011
Skills
Leadership, Healthcare Industry, Revenue Cycle Management, Vendor Management..., Account Management, Analysis, Corporate Finance, Banking, Marketing, Sales, Key Account Management, Coaching, Product Design, Microsoft Office, Insurance, Life Insurance, Team Building, Finance, Training, Customer Service, Mutual Funds, Humanitarian, Portfolio Management, Time Management, Outlook, Financial Services, Payroll, Event Planning, Public Speaking, Accounting, Business Analysis, Interior Design, Email Marketing, QuickBooks, Leadership Development, Health Insurance, Brand Development, Asset Allocation, Credit Cards, B2B, Management, PowerPoint, Microsoft Word, Social Media, Strategic Planning, Team Leadership, Consulting, Financial Planning, Budgets, Process Improvement
Education
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance, Entrepreneurial Studies
Kathlyn Cancel Kathlyn Cancel's California Bank & Trust Experience July 2004 - Present
Job Marketing Strategy, Communications and Design
Industry Marketing and Advertising
Experience
California Bank & Trust July 2004 - Present
Sunrise Bank of San Diego 2003 - 2004
First National Bank (now Pacific Western Bank) 1999 - 2003
PennySaverUSA.com / Harte-Hanks Shoppers 1998 - 1999
The Charter School of San Diego 1996 - 1998
Skills
Marketing Communications, Advertising, Marketing, Marketing Strategy, Graphic Design, Press Releases, Direct Marketing, Direct Mail, Social Networking, Event Planning, Social Media, Trade Shows, Media Planning, Adobe Creative Suite, WordPress, Corporate Communications, Salesforce.com, Event Management, Vendor Management, Web Design, Adobe Acrobat, Microsoft Office, Project Management, Leadership Development, Executive Communications, Photoshop, Illustrator, InDesign, QuarkXPress, Dreamweaver, Mac, PC, Access, Teamwork, Flexible Working, Administrative Support, Costar.com, OmniFocus, Trade Show Management, SharePoint, AtTask, Management, Lean Management
Education
CSU San Marcos 2003 — 2003
MBA Candidate, MBA Program
UCSD Extensions 1997 — 2000
Certifications, Web Publishing, Graphic Design and Multimedia Development
University of San Diego 1995 — 1998
BA, Business, Marketing emphasis
California Bank & Trust July 2004 - Present
Sunrise Bank of San Diego 2003 - 2004
First National Bank (now Pacific Western Bank) 1999 - 2003
PennySaverUSA.com / Harte-Hanks Shoppers 1998 - 1999
The Charter School of San Diego 1996 - 1998
Skills
Marketing Communications, Advertising, Marketing, Marketing Strategy, Graphic Design, Press Releases, Direct Marketing, Direct Mail, Social Networking, Event Planning, Social Media, Trade Shows, Media Planning, Adobe Creative Suite, WordPress, Corporate Communications, Salesforce.com, Event Management, Vendor Management, Web Design, Adobe Acrobat, Microsoft Office, Project Management, Leadership Development, Executive Communications, Photoshop, Illustrator, InDesign, QuarkXPress, Dreamweaver, Mac, PC, Access, Teamwork, Flexible Working, Administrative Support, Costar.com, OmniFocus, Trade Show Management, SharePoint, AtTask, Management, Lean Management
Education
CSU San Marcos 2003 — 2003
MBA Candidate, MBA Program
UCSD Extensions 1997 — 2000
Certifications, Web Publishing, Graphic Design and Multimedia Development
University of San Diego 1995 — 1998
BA, Business, Marketing emphasis
Jennifer Ingle Jennifer Ingle's California Bank & Trust Experience August 2010 - February 2011
Job Pilates Teacher in Training
Industry Health, Wellness and Fitness
Experience
ClearBalance by CSI Financial Services September 2012 - June 2015
San Diego County Credit Union February 2011 - August 2012
California Bank & Trust August 2010 - February 2011
US Bank January 2010 - August 2010
San Diego National Bank now part of U.S. Bank July 2008 - 2010
KPMG, LLP January 2007 - December 2007
Centre City Development Corporation January 2004 - March 2005
Skills
Financial Analysis, Financial Modeling, Accounting, Credit, Loans, Banking, Microsoft Excel, Credit Analysis, Underwriting, Risk Management, Investments, Finance, Financial Reporting, Due Diligence, Auditing, Commercial Lending
Education
University of San Diego 2005 — 2006
MAFM, Accounting and Financial Management
University of San Diego 2001 — 2005
Bachelors of Science, Accounting and Information Systems
ClearBalance by CSI Financial Services September 2012 - June 2015
San Diego County Credit Union February 2011 - August 2012
California Bank & Trust August 2010 - February 2011
US Bank January 2010 - August 2010
San Diego National Bank now part of U.S. Bank July 2008 - 2010
KPMG, LLP January 2007 - December 2007
Centre City Development Corporation January 2004 - March 2005
Skills
Financial Analysis, Financial Modeling, Accounting, Credit, Loans, Banking, Microsoft Excel, Credit Analysis, Underwriting, Risk Management, Investments, Finance, Financial Reporting, Due Diligence, Auditing, Commercial Lending
Education
University of San Diego 2005 — 2006
MAFM, Accounting and Financial Management
University of San Diego 2001 — 2005
Bachelors of Science, Accounting and Information Systems
Anthony Fabelo Anthony Fabelo's California Bank & Trust Experience 2003 - 2012
Job VP, Client Experience Center Manager at Opus Bank
Industry Banking
Experience
Opus Bank September 2012 - Present
California Bank & Trust 2003 - 2012
Citizens Business Bank 2001 - 2003
Skills
Strategic Planning, Budgets, Negotiation, Team Building, Project Management, Banking, Branch Banking, Commercial Banking, Financial Analysis, Leadership, Retail Banking, Risk Management, Commercial Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Consumer Lending, Cash Management, Credit, Loans, Portfolio Management, Management, Loan Origination, Underwriting
Education
Hoover
University of Phoenix-Southern California Campus
BSBM, BSBM
Opus Bank September 2012 - Present
California Bank & Trust 2003 - 2012
Citizens Business Bank 2001 - 2003
Skills
Strategic Planning, Budgets, Negotiation, Team Building, Project Management, Banking, Branch Banking, Commercial Banking, Financial Analysis, Leadership, Retail Banking, Risk Management, Commercial Lending, Small Business Lending, Mortgage Lending, Credit Analysis, Consumer Lending, Cash Management, Credit, Loans, Portfolio Management, Management, Loan Origination, Underwriting
Education
Hoover
University of Phoenix-Southern California Campus
BSBM, BSBM
Kail Walker's California Bank & Trust Experience May 2013 - Present
Job at
Industry
Experience
Bainbridge Capital May 2015 - Present
California Bank & Trust May 2013 - Present
Skills
Loans, Commercial Mortgages
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bainbridge Capital May 2015 - Present
California Bank & Trust May 2013 - Present
Skills
Loans, Commercial Mortgages
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Eileen Dunn Eileen Dunn's California Bank & Trust Experience 1998 - 2000
Job Vice President at Tim Dunn Farms, Inc.
Industry Farming
Experience
Sport Clips February 2010 - Present
Dunn Grain Company, Inc. May 2000 - Present
Tim Dunn Farms, Inc. January 2000 - Present
Yuma County Farm Bureau 2003 - 2012
First Bank Yuma 2005 - 2007
California Bank & Trust 1998 - 2000
Skills
Budgets, Financial Analysis, Income Statement, Retail, Customer Service, Real Estate, Business Planning, Management, Marketing, Negotiation, Customer Satisfaction, Leadership Development, Inventory Management, Small Business, Finance, Microsoft Office, Microsoft Excel, Sales, Time Management, Customer Retention, Training, Operations Management, Team Leadership, Leadership, Process Improvement, Analysis, Product Development, Accounting, Marketing Strategy, Forecasting, Business Strategy, Start-ups, Social Networking, Contract Negotiation, Purchasing, Agriculture, Payroll, Event Planning, Sales Management, Selling, Fundraising, Social Media, Outlook, New Business Development, Business Development, Public Relations, Banking, Event Management, Social Media Marketing, Microsoft Word
Education
University of Phoenix 1990 — 1996
BSBA, Accounting
Camelback High School 1977 — 1981
Sport Clips February 2010 - Present
Dunn Grain Company, Inc. May 2000 - Present
Tim Dunn Farms, Inc. January 2000 - Present
Yuma County Farm Bureau 2003 - 2012
First Bank Yuma 2005 - 2007
California Bank & Trust 1998 - 2000
Skills
Budgets, Financial Analysis, Income Statement, Retail, Customer Service, Real Estate, Business Planning, Management, Marketing, Negotiation, Customer Satisfaction, Leadership Development, Inventory Management, Small Business, Finance, Microsoft Office, Microsoft Excel, Sales, Time Management, Customer Retention, Training, Operations Management, Team Leadership, Leadership, Process Improvement, Analysis, Product Development, Accounting, Marketing Strategy, Forecasting, Business Strategy, Start-ups, Social Networking, Contract Negotiation, Purchasing, Agriculture, Payroll, Event Planning, Sales Management, Selling, Fundraising, Social Media, Outlook, New Business Development, Business Development, Public Relations, Banking, Event Management, Social Media Marketing, Microsoft Word
Education
University of Phoenix 1990 — 1996
BSBA, Accounting
Camelback High School 1977 — 1981
Khin Vong Khin Vong's California Bank & Trust Experience January 2007 - December 2008
Job
Industry
Experience
Torrey Pines Bank December 2008 - March 2011
California Bank & Trust January 2007 - December 2008
Union Bank April 2001 - January 2007
Education
University of Missouri-Columbia 1988 — 1992
Bachelor of Science, Personal Finance
Torrey Pines Bank December 2008 - March 2011
California Bank & Trust January 2007 - December 2008
Union Bank April 2001 - January 2007
Education
University of Missouri-Columbia 1988 — 1992
Bachelor of Science, Personal Finance
Susie J. Oh Susie J. Oh's California Bank & Trust Experience 2000 - 2002
Job Sr. Private Banker, Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo December 2013 - Present
St. Barnabas Senior Services January 2013 - Present
Korean American Coalition January 2012 - Present
U.S. Trust 2004 - November 2013
Bank of America 2002 - 2004
California Bank & Trust 2000 - 2002
Wells Fargo 1995 - 1998
Wells Fargo Bank 1992 - 1995
Skills
Loans, Series 7, Banking, Investments, Wealth Management, Portfolio Management, Asset Management, Strategic Financial..., Commercial Banking, Credit, Mortgage Lending, Asset Allocation
Education
University of Southern California 1988 — 1992
BS, psychology
Wells Fargo December 2013 - Present
St. Barnabas Senior Services January 2013 - Present
Korean American Coalition January 2012 - Present
U.S. Trust 2004 - November 2013
Bank of America 2002 - 2004
California Bank & Trust 2000 - 2002
Wells Fargo 1995 - 1998
Wells Fargo Bank 1992 - 1995
Skills
Loans, Series 7, Banking, Investments, Wealth Management, Portfolio Management, Asset Management, Strategic Financial..., Commercial Banking, Credit, Mortgage Lending, Asset Allocation
Education
University of Southern California 1988 — 1992
BS, psychology
Robert Cantrell Robert Cantrell's California Bank & Trust Experience May 2000 - October 2005
Job Chief Technology Officer at California Business Bank
Industry Information Technology and Services
Experience
California Business Bank July 2015 - Present
The Cantrell Group January 2011 - Present
Western Alliance Bancorporation June 2014 - July 2015
Bank of Commerce Mortgage March 2013 - May 2015
Luther Burbank Savings April 2011 - June 2012
First Citizens Bank July 2009 - January 2011
Temecula Valley Bank October 2005 - July 2009
California Bank & Trust May 2000 - October 2005
Active.com May 1999 - May 2000
Qualcomm May 1998 - May 1999
Skills
IT Audit, Policy, COBIT, Telecommunications..., Vendor Management, Banking, Disaster Recovery, Security, Risk Management, Information Technology, Network Security, Cloud Computing, Virtualization, Servers, ITIL, Software Documentation, IT Strategy, Information Security, Outsourcing, Management, Leadership, Enterprise Software, Networking, Strategy, Infrastructure, Software Development, Databases, Process Improvement, Telecommunications, VMware, Microsoft SQL Server, Citrix, System Deployment, Project Planning, Business Continuity, Project Management, Data Center, Cisco Technologies, Testing, Database Design
Education
University of Redlands 2004 — 2006
Master of Business Administration (MBA), Finance
University of Phoenix 2001 — 2003
BSIT, Information Technology
California Business Bank July 2015 - Present
The Cantrell Group January 2011 - Present
Western Alliance Bancorporation June 2014 - July 2015
Bank of Commerce Mortgage March 2013 - May 2015
Luther Burbank Savings April 2011 - June 2012
First Citizens Bank July 2009 - January 2011
Temecula Valley Bank October 2005 - July 2009
California Bank & Trust May 2000 - October 2005
Active.com May 1999 - May 2000
Qualcomm May 1998 - May 1999
Skills
IT Audit, Policy, COBIT, Telecommunications..., Vendor Management, Banking, Disaster Recovery, Security, Risk Management, Information Technology, Network Security, Cloud Computing, Virtualization, Servers, ITIL, Software Documentation, IT Strategy, Information Security, Outsourcing, Management, Leadership, Enterprise Software, Networking, Strategy, Infrastructure, Software Development, Databases, Process Improvement, Telecommunications, VMware, Microsoft SQL Server, Citrix, System Deployment, Project Planning, Business Continuity, Project Management, Data Center, Cisco Technologies, Testing, Database Design
Education
University of Redlands 2004 — 2006
Master of Business Administration (MBA), Finance
University of Phoenix 2001 — 2003
BSIT, Information Technology
Alicia Jessie Alicia Jessie's California Bank & Trust Experience August 2007 - Present
Job Commercial Underwriter at American River Bank
Industry Banking
Experience
American River Bank December 2013 - Present
California Bank & Trust August 2007 - Present
California Bank & Trust April 2003 - August 2007
Bank of America January 2002 - April 2003
Bank of America November 2000 - January 2002
Skills
Commercial Lending, Underwriting, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Credit, Banking, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Retail Banking
Education
University of Phoenix 2000 — 2002
Bachelor of Science, Business Administration and Management, General
University of Oregon 1995 — 1998
Business Administration and Management, General
American River Bank December 2013 - Present
California Bank & Trust August 2007 - Present
California Bank & Trust April 2003 - August 2007
Bank of America January 2002 - April 2003
Bank of America November 2000 - January 2002
Skills
Commercial Lending, Underwriting, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Credit, Banking, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Retail Banking
Education
University of Phoenix 2000 — 2002
Bachelor of Science, Business Administration and Management, General
University of Oregon 1995 — 1998
Business Administration and Management, General
Diana Landais's California Bank & Trust Experience September 2007 - October 2010
Job General Manager, Property Management, Executive Assistant
Industry Legal Services
Experience
USA Photocopy Service, Inc. January 2012 - Present
California Bank & Trust September 2007 - October 2010
Citibank N. A. March 1997 - June 2007
Skills
Management, Banking, Credit, Finance, Loans, Retail Banking, Sales, Customer Service, Leadership, Risk Management, Process Improvement, Branch Banking, Investments, Cross Selling, Consumer Lending, Financial Services, Human Resources, Team Leadership, Employee Relations, Lines Of Credit, Mergers, Team Building, Training, Coaching, Recruiting
Education
University of Phoenix 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Management
USA Photocopy Service, Inc. January 2012 - Present
California Bank & Trust September 2007 - October 2010
Citibank N. A. March 1997 - June 2007
Skills
Management, Banking, Credit, Finance, Loans, Retail Banking, Sales, Customer Service, Leadership, Risk Management, Process Improvement, Branch Banking, Investments, Cross Selling, Consumer Lending, Financial Services, Human Resources, Team Leadership, Employee Relations, Lines Of Credit, Mergers, Team Building, Training, Coaching, Recruiting
Education
University of Phoenix 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Management
Billy Szeto's California Bank & Trust Experience August 2006 - September 2007
Job Vice President Relationship Manager at Chase
Industry Banking
Experience
Chase July 2014 - Present
So Cal CDC October 2013 - June 2014
Gateway Business Bank 2011 - September 2013
Nathan Road Trading Company October 2007 - June 2011
California Bank & Trust August 2006 - September 2007
Comerica Bank 1997 - 2006
Skills
Commercial Lending, Banking
Education
University of Southern California 1993 — 1995
BS, Business
Warren High School 1986 — 1990
Diploma
Chase July 2014 - Present
So Cal CDC October 2013 - June 2014
Gateway Business Bank 2011 - September 2013
Nathan Road Trading Company October 2007 - June 2011
California Bank & Trust August 2006 - September 2007
Comerica Bank 1997 - 2006
Skills
Commercial Lending, Banking
Education
University of Southern California 1993 — 1995
BS, Business
Warren High School 1986 — 1990
Diploma
Jake Lehmkuhl's California Bank & Trust Experience June 2002 - Present
Job Regional Director of Real Estate at California Bank & Trust
Industry Real Estate
Experience
California Bank & Trust June 2002 - Present
Education
University of Southern California 1998 — 2002
California Bank & Trust June 2002 - Present
Education
University of Southern California 1998 — 2002
Bryan LaPlante, CSM's California Bank & Trust Experience April 2005 - September 2006
Job Data Warehouse Technical Team Lead at Capital Group
Industry Information Technology and Services
Experience
Capital Group July 2012 - Present
INC Research June 2009 - August 2012
MDS Pharma Services January 2007 - 2009
Telmar Network Technology September 2006 - December 2006
California Bank & Trust April 2005 - September 2006
Upsher-Smith Laboratories June 2002 - September 2003
Pragmatek Consulting 1997 - 2003
PRAGMATEK Consulting Group, Ltd 1996 - 2003
pragmatek 1996 - 2002
Unisys 1986 - 1996
Skills
Data Warehousing, Business Intelligence, Databases, Data Warehouse..., Business Intelligence..., Technical Leadership, Program Management, SDLC, Data Modeling, Enterprise Architecture, Requirements Analysis, CTMS, Data Integration, Integration, ETL, Oracle, Clinical Trial..., FAA Certified Ground...
Education
University of Minnesota-Twin Cities 1973 — 1977
Bachelor of Science (BS), Electrical and Electronics Engineering
Capital Group July 2012 - Present
INC Research June 2009 - August 2012
MDS Pharma Services January 2007 - 2009
Telmar Network Technology September 2006 - December 2006
California Bank & Trust April 2005 - September 2006
Upsher-Smith Laboratories June 2002 - September 2003
Pragmatek Consulting 1997 - 2003
PRAGMATEK Consulting Group, Ltd 1996 - 2003
pragmatek 1996 - 2002
Unisys 1986 - 1996
Skills
Data Warehousing, Business Intelligence, Databases, Data Warehouse..., Business Intelligence..., Technical Leadership, Program Management, SDLC, Data Modeling, Enterprise Architecture, Requirements Analysis, CTMS, Data Integration, Integration, ETL, Oracle, Clinical Trial..., FAA Certified Ground...
Education
University of Minnesota-Twin Cities 1973 — 1977
Bachelor of Science (BS), Electrical and Electronics Engineering
Marilyn Casteel's California Bank & Trust Experience September 2008 - Present
Job 1st Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2008 - Present
The CIT Group September 1994 - February 2008
Skills
Credit, Financial Analysis, Portfolio Management, Risk Management, Commercial Lending, Finance, Banking, Commercial Banking, Credit Analysis, Loans, Underwriting, Credit Risk, Relationship Management
Education
University of Phoenix 1996 — 1999
BS, Business Management
California Bank & Trust September 2008 - Present
The CIT Group September 1994 - February 2008
Skills
Credit, Financial Analysis, Portfolio Management, Risk Management, Commercial Lending, Finance, Banking, Commercial Banking, Credit Analysis, Loans, Underwriting, Credit Risk, Relationship Management
Education
University of Phoenix 1996 — 1999
BS, Business Management
Nicole (Kiser) Davies's California Bank & Trust Experience May 2013 - Present
Job CSA III at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2013 - Present
City National Bank October 2007 - May 2013
Picasso Countertop and Cabinet March 2007 - September 2007
San Diego National Bank July 2003 - March 2007
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Banking, Loans, Credit, Commercial Lending
Education
University of Phoenix
Bachelor of Business Management
California Bank & Trust May 2013 - Present
City National Bank October 2007 - May 2013
Picasso Countertop and Cabinet March 2007 - September 2007
San Diego National Bank July 2003 - March 2007
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Banking, Loans, Credit, Commercial Lending
Education
University of Phoenix
Bachelor of Business Management
Laura (Rexwinkel) Hayes's California Bank & Trust Experience September 2006 - April 2007
Job Finance Manager, Forecasting and Analytics for American Express Global Banking Group
Industry Banking
Experience
American Express August 2014 - Present
American Express June 2009 - August 2014
American Express September 2008 - June 2009
Silver State Bank April 2007 - September 2008
California Bank & Trust September 2006 - April 2007
First Regional Bank February 2006 - September 2006
National Bank of Arizona February 2004 - February 2006
BlueWater Resort & Casino December 2002 - February 2004
Edward Jones November 2001 - November 2002
Skills
Risk Management, Relationship Management, Commercial Real Estate, Credit, Credit Risk, Underwriting, Credit Analysis, Banking, Loans, Financial Analysis, Credit Cards, Commercial Lending, Small Business Lending, Portfolio Management, Finance, Management
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Accounting
Arizona State University 2000 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
American Express August 2014 - Present
American Express June 2009 - August 2014
American Express September 2008 - June 2009
Silver State Bank April 2007 - September 2008
California Bank & Trust September 2006 - April 2007
First Regional Bank February 2006 - September 2006
National Bank of Arizona February 2004 - February 2006
BlueWater Resort & Casino December 2002 - February 2004
Edward Jones November 2001 - November 2002
Skills
Risk Management, Relationship Management, Commercial Real Estate, Credit, Credit Risk, Underwriting, Credit Analysis, Banking, Loans, Financial Analysis, Credit Cards, Commercial Lending, Small Business Lending, Portfolio Management, Finance, Management
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA), Accounting
Arizona State University 2000 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Frank M. Bonder's California Bank & Trust Experience July 2009 - Present
Job EVP at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 2009 - Present
MFB Consulting January 2007 - January 2010
Workforce Housing Partners March 2007 - September 2008
JPMorgan Chase October 2005 - September 2006
JPMorgan Chase / Bank One June 1998 - October 2005
Education
University of Notre Dame 1973 — 1977
BBA, Finance
California Bank & Trust July 2009 - Present
MFB Consulting January 2007 - January 2010
Workforce Housing Partners March 2007 - September 2008
JPMorgan Chase October 2005 - September 2006
JPMorgan Chase / Bank One June 1998 - October 2005
Education
University of Notre Dame 1973 — 1977
BBA, Finance
Gabriel Aguirre's California Bank & Trust Experience July 2011 - June 2013
Job
Industry Banking
Experience
Manufacturers Bank December 2013 - Present
Wells Fargo Bank July 2013 - December 2013
California Bank & Trust July 2011 - June 2013
California Bank & Trust June 2000 - June 2011
Banca Serfin, S.A. November 1995 - May 2000
Bancomer, S.A. April 1990 - November 1995
Banco di Sicilia October 1984 - March 1990
Marine Midland International Bank March 1983 - September 1984
First Chicago International August 1981 - February 1983
Skills
Trade Finance, Banking, Letters of Credit, Loans, Commercial Banking, International Trade, Structured Finance, New Business Development, Small Business Lending, Correspondent Banking, Asset Based Lending, Credit Analysis, Portfolio Management, Credit Risk, Electronic Payments, Export Finance, Management, Vendor Management, Marketing, Commercial Lending, International Relations, Acceptance, Discounting, Friendly Personality, Personnel Management, International Banking..., Marketing Strategy, Finance, Risk Management
Education
University of Phoenix
Manufacturers Bank December 2013 - Present
Wells Fargo Bank July 2013 - December 2013
California Bank & Trust July 2011 - June 2013
California Bank & Trust June 2000 - June 2011
Banca Serfin, S.A. November 1995 - May 2000
Bancomer, S.A. April 1990 - November 1995
Banco di Sicilia October 1984 - March 1990
Marine Midland International Bank March 1983 - September 1984
First Chicago International August 1981 - February 1983
Skills
Trade Finance, Banking, Letters of Credit, Loans, Commercial Banking, International Trade, Structured Finance, New Business Development, Small Business Lending, Correspondent Banking, Asset Based Lending, Credit Analysis, Portfolio Management, Credit Risk, Electronic Payments, Export Finance, Management, Vendor Management, Marketing, Commercial Lending, International Relations, Acceptance, Discounting, Friendly Personality, Personnel Management, International Banking..., Marketing Strategy, Finance, Risk Management
Education
University of Phoenix
Martina Burberry's California Bank & Trust Experience November 2003 - Present
Job Vice President/ RE Commercial Banker at National Bank of Arizona
Industry Financial Services
Experience
National Bank of Arizona January 2011 - Present
California Bank & Trust November 2003 - Present
Skills
Underwriting, Real Estate, Commercial Lending, Banking, Credit Analysis, Financial Analysis, Small Business Lending, Portfolio Management, Finance
Education
University of Phoenix 2002 — 2005
BS/BM, Business Management
National Bank of Arizona January 2011 - Present
California Bank & Trust November 2003 - Present
Skills
Underwriting, Real Estate, Commercial Lending, Banking, Credit Analysis, Financial Analysis, Small Business Lending, Portfolio Management, Finance
Education
University of Phoenix 2002 — 2005
BS/BM, Business Management
Lelia Mozingo's California Bank & Trust Experience June 2001 - October 2011
Job Vice President & Branch Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 2001 - October 2011
Citi 1993 - 1997
International Bank of California 1989 - 1991
Bank of Hawaii 1984 - 1986
Bank of America 1981 - 1984
Skills
Sales Management, Commercial Banking, Retail Banking, Administration, Personnel Development, Performance Management, System Administration, Management, Branch Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Loans, Credit, Credit Analysis, Finance, Portfolio Management, Financial Analysis
Education
University of San Diego
MBA, Finance
University of Washington
Bachelor of Arts (B.A.), Communication
California Bank & Trust June 2001 - October 2011
Citi 1993 - 1997
International Bank of California 1989 - 1991
Bank of Hawaii 1984 - 1986
Bank of America 1981 - 1984
Skills
Sales Management, Commercial Banking, Retail Banking, Administration, Personnel Development, Performance Management, System Administration, Management, Branch Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Loans, Credit, Credit Analysis, Finance, Portfolio Management, Financial Analysis
Education
University of San Diego
MBA, Finance
University of Washington
Bachelor of Arts (B.A.), Communication
Robert Schukar's California Bank & Trust Experience August 2002 - Present
Job Vice president at California Bank & Trust
Industry Banking
Experience
California Bank & Trust August 2002 - Present
Skills
Commercial Banking, Credit, Customer Service, Consumer Lending, Structured Finance, Banking, Financial Analysis, Portfolio Management, Commercial Lending, Outlook, Loans, New Business Development, Lines Of Credit, Commercial Mortgages, Credit Risk, Credit Analysis, Mortgage Lending, Underwriting, Cash Management, Small Business Lending, Treasury Management, Trade Finance, Retail Banking, Loan Origination, Finance, Asset Based Lending, SBA, Relationship Management
Education
University of Phoenix 1987 — 1988
Bachelor's degree, Business/Commerce, General
California Bank & Trust August 2002 - Present
Skills
Commercial Banking, Credit, Customer Service, Consumer Lending, Structured Finance, Banking, Financial Analysis, Portfolio Management, Commercial Lending, Outlook, Loans, New Business Development, Lines Of Credit, Commercial Mortgages, Credit Risk, Credit Analysis, Mortgage Lending, Underwriting, Cash Management, Small Business Lending, Treasury Management, Trade Finance, Retail Banking, Loan Origination, Finance, Asset Based Lending, SBA, Relationship Management
Education
University of Phoenix 1987 — 1988
Bachelor's degree, Business/Commerce, General
Lynnell Harris's California Bank & Trust Experience December 2013 - Present
Job SVP & Treasury Management Sales Manager
Industry Banking
Experience
California Bank & Trust December 2013 - Present
Cash Management Plus January 2010 - December 2013
Seniors With Dignity Home Care 2009 - December 2013
Independent Living Home Health Care 2009 - 2009
Comerica 1998 - 2009
Comerica Bank 1998 - 2009
Sanwa Bank 1980 - 1998
Skills
Commercial Banking, Banking, Loans, Credit, Portfolio Management, Small Business Lending, Treasury Management, Cash Management, Risk Management, Retail Banking, Commercial Lending, Consumer Lending, Business Development, Credit Risk, Financial Services, Management, Relationship Management
Education
St Michael's
University of Southern California
BA
California Bank & Trust December 2013 - Present
Cash Management Plus January 2010 - December 2013
Seniors With Dignity Home Care 2009 - December 2013
Independent Living Home Health Care 2009 - 2009
Comerica 1998 - 2009
Comerica Bank 1998 - 2009
Sanwa Bank 1980 - 1998
Skills
Commercial Banking, Banking, Loans, Credit, Portfolio Management, Small Business Lending, Treasury Management, Cash Management, Risk Management, Retail Banking, Commercial Lending, Consumer Lending, Business Development, Credit Risk, Financial Services, Management, Relationship Management
Education
St Michael's
University of Southern California
BA
Paul Herman's California Bank & Trust Experience July 1999 - Present
Job EVP/Small Business Lending Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust July 1999 - Present
TransAmerica Small Business Finance October 1998 - July 1999
Bank of America 1993 - 1998
PriMerit Bank, FSB 1990 - 1993
Valley Bank of Nevada 1984 - 1989
Skills
Credit Analysis, Lines Of Credit, Banking, Asset Based Lending, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Risk, Loan Origination, Loans, SBA, Small Business Lending, Strategic Planning, Underwriting, Consumer Lending, Mortgage Lending, Portfolio Management
Education
University of Nevada-Las Vegas - College of Business 1980 — 1987
MBA, Business Administration
Bishop Garcia Diego HS 1974 — 1978
California Bank & Trust July 1999 - Present
TransAmerica Small Business Finance October 1998 - July 1999
Bank of America 1993 - 1998
PriMerit Bank, FSB 1990 - 1993
Valley Bank of Nevada 1984 - 1989
Skills
Credit Analysis, Lines Of Credit, Banking, Asset Based Lending, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Risk, Loan Origination, Loans, SBA, Small Business Lending, Strategic Planning, Underwriting, Consumer Lending, Mortgage Lending, Portfolio Management
Education
University of Nevada-Las Vegas - College of Business 1980 — 1987
MBA, Business Administration
Bishop Garcia Diego HS 1974 — 1978
Debra Shannon's California Bank & Trust Experience November 2000 - May 2014
Job Senior Vice President Enterprise Loan Operations at Zions Bancorporation
Industry Banking
Experience
Zions Bancorporation June 2014 - Present
California Bank & Trust November 2000 - May 2014
AMRESCO, Inc. 1990 - 2000
BEI Asset Management 1981 - 1984
Education
University of South Florida
Bachelor's Degree, Finance
Zions Bancorporation June 2014 - Present
California Bank & Trust November 2000 - May 2014
AMRESCO, Inc. 1990 - 2000
BEI Asset Management 1981 - 1984
Education
University of South Florida
Bachelor's Degree, Finance
Kevin Fanelli's California Bank & Trust Experience May 2012 - October 2012
Job MSA student at University of Phoenix (Kearny Mesa campus)
Industry Accounting
Experience
California Bank & Trust May 2012 - October 2012
The Wheat Group, Incorporated September 2011 - October 2011
Crawford, Pimentel & Co., Inc June 2010 - July 2010
Westside Family Vision Center, Optometric Group June 2003 - January 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Public Speaking, Visio, Lacerte, Pro fx engagement, Outlook, Access, ACL
Education
University of Phoenix 2011 — 2013
Master of Science, Accountancy
University of San Diego 2007 — 2011
Bachelor of Accountancy, Accounting
California Bank & Trust May 2012 - October 2012
The Wheat Group, Incorporated September 2011 - October 2011
Crawford, Pimentel & Co., Inc June 2010 - July 2010
Westside Family Vision Center, Optometric Group June 2003 - January 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Public Speaking, Visio, Lacerte, Pro fx engagement, Outlook, Access, ACL
Education
University of Phoenix 2011 — 2013
Master of Science, Accountancy
University of San Diego 2007 — 2011
Bachelor of Accountancy, Accounting
Kim Kidane's California Bank & Trust Experience February 2002 - January 2003
Job walmart
Industry Education Management
Experience
Walmart November 2013 - Present
California Bank & Trust February 2002 - January 2003
Education
University of Phoenix 2000 — 2005
Bachelor of Science (BS), Information Technology, 3.4
Walmart November 2013 - Present
California Bank & Trust February 2002 - January 2003
Education
University of Phoenix 2000 — 2005
Bachelor of Science (BS), Information Technology, 3.4
Anthony Fabelo's California Bank & Trust Experience October 2003 - Present
Job Vice President & Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust October 2003 - Present
Education
University of Phoenix-Southern California Campus
California Bank & Trust October 2003 - Present
Education
University of Phoenix-Southern California Campus
Eder Covarrubias's California Bank & Trust Experience November 2010 - Present
Job Customer Service Representative at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 2010 - Present
Wells Fargo April 2009 - November 2010
MatchMaster Inc. June 2000 - November 2007
Skills
Highly detail oriented, Exceptionally Organized, Multi Tasking, Bilingual, Team-oriented, Highly Reliable
Education
University of Phoenix-Southern California Campus 2011 — 2013
Currently: BS, Business/Finance
California Bank & Trust November 2010 - Present
Wells Fargo April 2009 - November 2010
MatchMaster Inc. June 2000 - November 2007
Skills
Highly detail oriented, Exceptionally Organized, Multi Tasking, Bilingual, Team-oriented, Highly Reliable
Education
University of Phoenix-Southern California Campus 2011 — 2013
Currently: BS, Business/Finance
Audrey Bacon's California Bank & Trust Experience November 2001 - April 2006
Job Accounts Receivable Clerk/Bookkeeper
Industry Financial Services
Experience
Aerotek 2011 - Present
Cetera Financial Group January 2012 - July 2012
Citigroup Southern Division-Spherion Staffing February 2011 - September 2011
The Resource Collection June 2007 - March 2008
California Bank & Trust November 2001 - April 2006
Citibank March 2000 - November 2001
Wells Fargo Bank May 1998 - March 2000
Skills
PowerPoint, Auditing, Accounts Receivable, Accounting, Data Entry, Spreadsheets, Payroll, General Ledger, Invoicing, Accounts Payable, Payments, Bank Reconciliation, Journal Entries, PeopleSoft
Education
University of Phoenix – BSB 2008 — 2013
Accounting
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Accounting, 2.65
Aerotek 2011 - Present
Cetera Financial Group January 2012 - July 2012
Citigroup Southern Division-Spherion Staffing February 2011 - September 2011
The Resource Collection June 2007 - March 2008
California Bank & Trust November 2001 - April 2006
Citibank March 2000 - November 2001
Wells Fargo Bank May 1998 - March 2000
Skills
PowerPoint, Auditing, Accounts Receivable, Accounting, Data Entry, Spreadsheets, Payroll, General Ledger, Invoicing, Accounts Payable, Payments, Bank Reconciliation, Journal Entries, PeopleSoft
Education
University of Phoenix – BSB 2008 — 2013
Accounting
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Accounting, 2.65
Richard Sanderville's California Bank & Trust Experience September 2007 - Present
Job Customer Service Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust September 2007 - Present
Education
University of San Francisco 1987 — 1989
California Bank & Trust September 2007 - Present
Education
University of San Francisco 1987 — 1989
Brenda Cannon-Rubin's California Bank & Trust Experience February 2005 - October 2010
Job Administrative Assistant actively looking for employment in Human Services field.
Industry Banking
Experience
California Bank & Trust February 2005 - October 2010
HSBC March 2003 - August 2004
Skills
Microsoft Office
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Human Services Management, 3.60 GPA
University of Phoenix 2012 — 2015
Bachelor of Science (BS), Human Services Management
California Bank & Trust February 2005 - October 2010
HSBC March 2003 - August 2004
Skills
Microsoft Office
Education
University of Phoenix 2012 — 2015
Bachelor of Science (B.S.), Human Services Management, 3.60 GPA
University of Phoenix 2012 — 2015
Bachelor of Science (BS), Human Services Management