California United Bank
Description
Address: 1255 Treat Blvd # 300, Walnut Creek, CA 94597 Phone: (925) 472-6623: Website: : Place name: : : Category: : Hours: : Category: Loan agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of California United Bank Posting publicly on the Web Write a review Reviews Be the first to review
California United Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at California United Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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California United Bank Employees
Employee
Years
Job
Industry
Astrid Pineda Astrid Pineda's California United Bank Experience November 2012 - Present
Job customer service representative at California United Bank
Industry Banking
Experience
California United Bank November 2012 - Present
Bank of America May 2007 - November 2012
Skills
Banking / Customer..., Customer Service, Banking, Commercial Banking, Cash Management, Retail Banking, Sales, Loans, Team Leadership, Teller Operations, Microsoft Office, Microsoft Excel, Check Fraud
Education
Pasadena City College 2013 — 2015
Los Angeles City College 2008 — 2014
Associate’s Degree, Administration of justice
California United Bank November 2012 - Present
Bank of America May 2007 - November 2012
Skills
Banking / Customer..., Customer Service, Banking, Commercial Banking, Cash Management, Retail Banking, Sales, Loans, Team Leadership, Teller Operations, Microsoft Office, Microsoft Excel, Check Fraud
Education
Pasadena City College 2013 — 2015
Los Angeles City College 2008 — 2014
Associate’s Degree, Administration of justice
Shamara Vizcarra Shamara Vizcarra's California United Bank Experience December 2008 - July 2011
Job Vice President/Treasury Management Advisor at Pacific Mercantile Bank
Industry Banking
Experience
Pacific Mercantile Bank July 2015 - Present
MUFG Union Bank, N.A. May 2013 - June 2015
Cathay Bank August 2012 - November 2012
First California Bank July 2011 - October 2011
California United Bank` December 2008 - July 2011
Skills
Commercial Banking, Treasury Management, Cash Management, Operational Risk, Banking, Retail Banking, Risk Management, Branch Management, Branch Banking, Internet Banking, Relationship Management, Bank Secrecy Act, Treasury Services, Operational Risk..., Mergers & Acquisitions, Credit Cards, Cross Selling, Operations Management, Vendor Management, Project Management, Product Development, Deposits, Core Banking, Product Management, Foreign Exchange, FX Options, ACH, Treasury Management...
Education
University of Arizona
Bachelors of Finance, Finance
Pacific Mercantile Bank July 2015 - Present
MUFG Union Bank, N.A. May 2013 - June 2015
Cathay Bank August 2012 - November 2012
First California Bank July 2011 - October 2011
California United Bank` December 2008 - July 2011
Skills
Commercial Banking, Treasury Management, Cash Management, Operational Risk, Banking, Retail Banking, Risk Management, Branch Management, Branch Banking, Internet Banking, Relationship Management, Bank Secrecy Act, Treasury Services, Operational Risk..., Mergers & Acquisitions, Credit Cards, Cross Selling, Operations Management, Vendor Management, Project Management, Product Development, Deposits, Core Banking, Product Management, Foreign Exchange, FX Options, ACH, Treasury Management...
Education
University of Arizona
Bachelors of Finance, Finance
Kevin Senet Kevin Senet's California United Bank Experience July 2010 - September 2010
Job Equity Research Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
California United Bank` July 2010 - September 2010
Skills
Research, Economics, Valuation, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Office
Education
The London School of Economics and Political Science (LSE) 2010 — 2011
Georgetown University - The McDonough School of Business 2008 — 2011
BSBA, Major: Finance & International Business; Minor: Economics
Goldman Sachs 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
California United Bank` July 2010 - September 2010
Skills
Research, Economics, Valuation, Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Office
Education
The London School of Economics and Political Science (LSE) 2010 — 2011
Georgetown University - The McDonough School of Business 2008 — 2011
BSBA, Major: Finance & International Business; Minor: Economics
Debra Gentz Debra Gentz's California United Bank Experience May 2005 - July 2010
Job Vice President at Bank of the West (member BNP Paribas Group)
Industry Banking
Experience
Bank of the West July 2010 - Present
California United Bank May 2005 - July 2010
Citibank and Citibank/Banamex USA May 1999 - April 2005
ING Barings 1996 - 1999
Citibank May 1994 - 1996
Hypo Bank Kapitalbeteilgungs-Management GmbH 1992 - 1994
Diners Club del Ecuador 1988 - 1989
Diners Club del Ecuador 1988 - 1989
Skills
Property & Casualty..., Fluent in Spanish, working knowledge of..., International and..., Banking, Commercial Banking, Mortgage Lending, Portfolio Management, Credit, Commercial Lending, Loans, Asset Based Lending, Commercial Real Estate, Finance, Due Diligence, Treasury Management, Lines Of Credit, Corporate Finance, Middle Market
Education
UCLA Anderson School of Management
MBA, Finance
Univ of Southern California
Bachelor of Science, Business Administration
Bank of the West July 2010 - Present
California United Bank May 2005 - July 2010
Citibank and Citibank/Banamex USA May 1999 - April 2005
ING Barings 1996 - 1999
Citibank May 1994 - 1996
Hypo Bank Kapitalbeteilgungs-Management GmbH 1992 - 1994
Diners Club del Ecuador 1988 - 1989
Diners Club del Ecuador 1988 - 1989
Skills
Property & Casualty..., Fluent in Spanish, working knowledge of..., International and..., Banking, Commercial Banking, Mortgage Lending, Portfolio Management, Credit, Commercial Lending, Loans, Asset Based Lending, Commercial Real Estate, Finance, Due Diligence, Treasury Management, Lines Of Credit, Corporate Finance, Middle Market
Education
UCLA Anderson School of Management
MBA, Finance
Univ of Southern California
Bachelor of Science, Business Administration
William Sloan William Sloan's California United Bank Experience May 2005 - Present
Job Executive Vice President at California United Bank
Industry Banking
Experience
California United Bank May 2005 - Present
Education
Cal Poly San Luis Obispo
graduate school of community bank
California United Bank May 2005 - Present
Education
Cal Poly San Luis Obispo
graduate school of community bank
Omar Morel Omar Morel's California United Bank Experience August 2014 - Present
Job Business Development Officer at California United Bank
Industry Banking
Experience
California United Bank August 2014 - Present
Spectrum Commercial Lending, Inc. May 2013 - August 2014
Intero Real Estate Service, Rancho Cucamonga & La Quinta March 2011 - April 2013
XOWii, LLC August 2009 - April 2011
MonaVie September 2007 - August 2009
Telos Breakthrough Principles June 2006 - January 2009
Realtor April 2004 - June 2006
United States Air Force April 1998 - April 2004
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Social Media, Customer Service, Database Marketing, Commission Plans, Project Management, Management, Training, Marketing, Coaching, Advertising, Selling, Leadership, Real Estate, Sales, Blogging, Online Marketing, Online Advertising, Social Media Marketing, Project Planning, Start-ups, Email Marketing, Product Marketing, Lead Generation, Social Networking, Small Business, Entrepreneurship, Strategy, Business Development
Education
University of La Verne 2012 — 2013
Master of Business Administration (MBA), Finance; International Business; Management & Leadership; Marketing
University of Phoenix 2010 — 2012
Bachelor of Science, Business; Administration
California United Bank August 2014 - Present
Spectrum Commercial Lending, Inc. May 2013 - August 2014
Intero Real Estate Service, Rancho Cucamonga & La Quinta March 2011 - April 2013
XOWii, LLC August 2009 - April 2011
MonaVie September 2007 - August 2009
Telos Breakthrough Principles June 2006 - January 2009
Realtor April 2004 - June 2006
United States Air Force April 1998 - April 2004
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Social Media, Customer Service, Database Marketing, Commission Plans, Project Management, Management, Training, Marketing, Coaching, Advertising, Selling, Leadership, Real Estate, Sales, Blogging, Online Marketing, Online Advertising, Social Media Marketing, Project Planning, Start-ups, Email Marketing, Product Marketing, Lead Generation, Social Networking, Small Business, Entrepreneurship, Strategy, Business Development
Education
University of La Verne 2012 — 2013
Master of Business Administration (MBA), Finance; International Business; Management & Leadership; Marketing
University of Phoenix 2010 — 2012
Bachelor of Science, Business; Administration
Spencer Verrill Spencer Verrill's California United Bank Experience September 2015 - Present
Job Relationship Manager at California United Bank
Industry Banking
Experience
California United Bank September 2015 - Present
California United Bank (1st Enterprise Bank) June 2014 - Present
University of Oregon Investment Group October 2013 - March 2014
1st Enterprise Bank June 2012 - September 2013
Skills
Finance, Credit Analysis, Microsoft Excel, Microsoft Office, Comparable Analysis, DCF Valuation, Financial Modeling
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor of Science, Business Administration- Finance Minor: Economics, Graduated
California United Bank September 2015 - Present
California United Bank (1st Enterprise Bank) June 2014 - Present
University of Oregon Investment Group October 2013 - March 2014
1st Enterprise Bank June 2012 - September 2013
Skills
Finance, Credit Analysis, Microsoft Excel, Microsoft Office, Comparable Analysis, DCF Valuation, Financial Modeling
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor of Science, Business Administration- Finance Minor: Economics, Graduated
Steve Pihl Steve Pihl's California United Bank Experience August 2012 - Present
Job EVP at California United Bank
Industry Banking
Experience
California United Bank August 2012 - Present
Premier Commercial Bank November 2001 - July 2012
California Bank & Trust October 2000 - October 2001
Citizens Business Bank October 1999 - September 2000
Orange National Bank January 1990 - September 1999
Sunwest Bank May 1984 - May 1989
Skills
Commercial Banking, SBA, Credit, Small Business Lending, Financial Analysis, Banking, Mergers & Acquisitions, Loans, Commercial Lending, Business Development, Structured Finance, Portfolio Management, Underwriting, Team Building, Commercial Mortgages, Credit Analysis, Asset Based Lending, Treasury Management, Lines Of Credit, Finance, Commercial Real Estate, Cash Management
Education
Pacific Coast Banking School 1995 — 1997
Graduate, Sr. Banking Program
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
California United Bank August 2012 - Present
Premier Commercial Bank November 2001 - July 2012
California Bank & Trust October 2000 - October 2001
Citizens Business Bank October 1999 - September 2000
Orange National Bank January 1990 - September 1999
Sunwest Bank May 1984 - May 1989
Skills
Commercial Banking, SBA, Credit, Small Business Lending, Financial Analysis, Banking, Mergers & Acquisitions, Loans, Commercial Lending, Business Development, Structured Finance, Portfolio Management, Underwriting, Team Building, Commercial Mortgages, Credit Analysis, Asset Based Lending, Treasury Management, Lines Of Credit, Finance, Commercial Real Estate, Cash Management
Education
Pacific Coast Banking School 1995 — 1997
Graduate, Sr. Banking Program
California State University-Fullerton, Mihaylo College of Business and Economics 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Edgar Anthony Díaz-Serna Edgar Anthony Díaz-Serna's California United Bank Experience April 2014 - Present
Job Credit Analyst at California United Bank
Industry Banking
Experience
California United Bank` April 2014 - Present
California United Bank January 2013 - March 2014
Disneyland Resort November 2006 - December 2013
California United Bank August 2012 - December 2012
Latino Business Student Association, Fullerton September 2009 - May 2010
Skills
Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Social Networking, Outlook, Social Media Marketing, Teamwork, Time Management, Public Speaking, Leadership, Team Leadership, Credit, Credit Analysis
Education
California State University-Fullerton 2009 — 2015
Bachelor of Arts (B.A.), Business Economics/History
Fullerton College 2009 — 2015
In progress - Associate of Arts (A.A.), Economics
Fullerton College 2007 — 2009
Associate of Arts (A.A.), History
California United Bank` April 2014 - Present
California United Bank January 2013 - March 2014
Disneyland Resort November 2006 - December 2013
California United Bank August 2012 - December 2012
Latino Business Student Association, Fullerton September 2009 - May 2010
Skills
Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Social Networking, Outlook, Social Media Marketing, Teamwork, Time Management, Public Speaking, Leadership, Team Leadership, Credit, Credit Analysis
Education
California State University-Fullerton 2009 — 2015
Bachelor of Arts (B.A.), Business Economics/History
Fullerton College 2009 — 2015
In progress - Associate of Arts (A.A.), Economics
Fullerton College 2007 — 2009
Associate of Arts (A.A.), History
Daniel Quick's California United Bank Experience January 2011 - Present
Job Vice President Commercial Banking at California United Bank
Industry Banking
Experience
California United Bank January 2011 - Present
California Oaks State Bank November 2003 - December 2010
The Comdyn Group November 2002 - May 2003
DG Systems February 1997 - March 2002
Skills
Commercial Banking, Banking, Risk Management, Loans, Credit, Portfolio Management, Due Diligence, Financial Analysis, Customer Service, Relationship Management, Strategic Financial..., Commercial Lending, Strategic Planning, Financial Reporting, New Business Development, Team Building, Business Strategy, Small Business Lending, Non-profit Leadership, Computer Network..., Network Security, Network Administration, Facilities Management, Commercial Real Estate, Real Estate Lending, Asset Based Lending, Treasury Services
Education
DeVry University 1998 — 2004
Bachelor’s Degree, Network and Communications Management
University of Illinois at Chicago 1997 — 1998
Bachelor’s Degree, Biochemistry
California United Bank January 2011 - Present
California Oaks State Bank November 2003 - December 2010
The Comdyn Group November 2002 - May 2003
DG Systems February 1997 - March 2002
Skills
Commercial Banking, Banking, Risk Management, Loans, Credit, Portfolio Management, Due Diligence, Financial Analysis, Customer Service, Relationship Management, Strategic Financial..., Commercial Lending, Strategic Planning, Financial Reporting, New Business Development, Team Building, Business Strategy, Small Business Lending, Non-profit Leadership, Computer Network..., Network Security, Network Administration, Facilities Management, Commercial Real Estate, Real Estate Lending, Asset Based Lending, Treasury Services
Education
DeVry University 1998 — 2004
Bachelor’s Degree, Network and Communications Management
University of Illinois at Chicago 1997 — 1998
Bachelor’s Degree, Biochemistry
Mark Hamburg Mark Hamburg's California United Bank Experience 1993 - 1995
Job Senior VP / South Bay Business Center Manager
Industry Financial Services
Experience
Community Bank September 2014 - Present
State Financial Corp. 2007 - September 2014
1st Century Bank 2005 - 2007
City National Bank 2003 - 2005
Comerica Bank 1995 - 2003
Imperial Bank/Comerica 1995 - 2003
California United Bank 1993 - 1995
City National Bank 1990 - 1993
Glenfed Capital Corp. 1985 - 1990
Skills
Lines Of Credit, Asset Based Lending, Commercial Lending, Small Business Lending, Loans, Credit, Finance, Credit Analysis, Mergers & Acquisitions, Financial Modeling, Middle Market, Commercial Banking, Cash Flow Lending, Factoring, Banking, Financial Structuring, Commercial Finance, Cash Flow, Portfolio Management, Financial Analysis, Cash Management, Financial Services, Credit Risk
Education
California State University-Northridge
Bachelor of Science, Business Management with an emphasis in accounting
Community Bank September 2014 - Present
State Financial Corp. 2007 - September 2014
1st Century Bank 2005 - 2007
City National Bank 2003 - 2005
Comerica Bank 1995 - 2003
Imperial Bank/Comerica 1995 - 2003
California United Bank 1993 - 1995
City National Bank 1990 - 1993
Glenfed Capital Corp. 1985 - 1990
Skills
Lines Of Credit, Asset Based Lending, Commercial Lending, Small Business Lending, Loans, Credit, Finance, Credit Analysis, Mergers & Acquisitions, Financial Modeling, Middle Market, Commercial Banking, Cash Flow Lending, Factoring, Banking, Financial Structuring, Commercial Finance, Cash Flow, Portfolio Management, Financial Analysis, Cash Management, Financial Services, Credit Risk
Education
California State University-Northridge
Bachelor of Science, Business Management with an emphasis in accounting
Robert Pfeif Robert Pfeif's California United Bank Experience September 1996 - August 1998
Job President & Broker of Record at 4 Walls Residential, Inc.
Industry Real Estate
Experience
4 Walls Residential, Inc. July 2000 - Present
Prudential California Realty December 2007 - December 2010
Strada Properties/Coldwell Banker July 2000 - December 2007
Sanwa Bank September 1999 - July 2000
Fremont Financial September 1998 - August 1999
California United Bank September 1996 - August 1998
Skills
Mortgage Services, Investment Properties, Real Estate, Short Sales, REO, Sellers, Residential, Brokerage, Probate, Real Estate Investment, Foreclosures, Single Family Homes, Condos, Listings, Investors, Income Properties, Real Estate Transactions, Residential Homes, Buyers, Real Estate Economics, First Time Home Buyers, Sales, Mortgage Marketing, Disposition, Marketing
Education
University of Southern California 1989 — 1993
Bachelor of Arts
4 Walls Residential, Inc. July 2000 - Present
Prudential California Realty December 2007 - December 2010
Strada Properties/Coldwell Banker July 2000 - December 2007
Sanwa Bank September 1999 - July 2000
Fremont Financial September 1998 - August 1999
California United Bank September 1996 - August 1998
Skills
Mortgage Services, Investment Properties, Real Estate, Short Sales, REO, Sellers, Residential, Brokerage, Probate, Real Estate Investment, Foreclosures, Single Family Homes, Condos, Listings, Investors, Income Properties, Real Estate Transactions, Residential Homes, Buyers, Real Estate Economics, First Time Home Buyers, Sales, Mortgage Marketing, Disposition, Marketing
Education
University of Southern California 1989 — 1993
Bachelor of Arts
Bradley Mintz Bradley Mintz's California United Bank Experience August 2015 - Present
Job Compliance Analyst at California United Bank
Industry Higher Education
Experience
California United Bank August 2015 - Present
Emory University September 2011 - May 2015
Houlihan Lokey June 2014 - August 2014
Princess Cruises June 2013 - August 2013
California United Bank` July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Classical Music, Corporate Finance, Market Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor’s Degree, Finance, Real Estate
University of Economics, Prague 2013 — 2013
Finance, General, Junior
California United Bank August 2015 - Present
Emory University September 2011 - May 2015
Houlihan Lokey June 2014 - August 2014
Princess Cruises June 2013 - August 2013
California United Bank` July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Classical Music, Corporate Finance, Market Research, Financial Modeling, Financial Analysis, Valuation, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor’s Degree, Finance, Real Estate
University of Economics, Prague 2013 — 2013
Finance, General, Junior
Antoinette Abboud Antoinette Abboud's California United Bank Experience January 2006 - January 2008
Job Residential Property Manager at TSI
Industry Banking
Experience
TSI August 2012 - Present
California United Bank January 2006 - January 2008
Pacific Western Bank January 2002 - January 2006
Cedars Bank 2000 - 2005
Aetna U.S Healthcare January 2001 - January 2002
Fremont Investment and Loan January 2000 - January 2001
Washington mutual Bank January 1994 - January 1999
Glendale Federal Bank January 1989 - January 1993
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Social Media, Contract Negotiation, Property Management, Banking, Customer Retention, Customer Satisfaction, Relationship Management, Office Administration, Cash Management, Finance, Marketing, Business Development, Outlook, Management
Education
Glendale Career College
Banking School / BCG
West Los Angeles College
TSI August 2012 - Present
California United Bank January 2006 - January 2008
Pacific Western Bank January 2002 - January 2006
Cedars Bank 2000 - 2005
Aetna U.S Healthcare January 2001 - January 2002
Fremont Investment and Loan January 2000 - January 2001
Washington mutual Bank January 1994 - January 1999
Glendale Federal Bank January 1989 - January 1993
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Social Media, Contract Negotiation, Property Management, Banking, Customer Retention, Customer Satisfaction, Relationship Management, Office Administration, Cash Management, Finance, Marketing, Business Development, Outlook, Management
Education
Glendale Career College
Banking School / BCG
West Los Angeles College
Joseph Shelly's California United Bank Experience September 2009 - Present
Job Assistant Vice President Relationship Manager, Real Estate
Industry Financial Services
Experience
California United Bank September 2009 - Present
Skills
Banking, Financial Analysis, Customer Service, Credit, Financial Modeling, Loans, Microsoft Excel, Strategic Planning, Commercial Lending, Commercial Banking, Microsoft Office, Microsoft Word, Negotiation, Management, Mortgage Lending, Mergers & Acquisitions, PowerPoint, Project Management, Marketing Strategy, Business Development
Education
Loyola University of Chicago 2005 — 2009
Bachelor of Business Administration (B.B.A.), Economics and Finance
California United Bank September 2009 - Present
Skills
Banking, Financial Analysis, Customer Service, Credit, Financial Modeling, Loans, Microsoft Excel, Strategic Planning, Commercial Lending, Commercial Banking, Microsoft Office, Microsoft Word, Negotiation, Management, Mortgage Lending, Mergers & Acquisitions, PowerPoint, Project Management, Marketing Strategy, Business Development
Education
Loyola University of Chicago 2005 — 2009
Bachelor of Business Administration (B.B.A.), Economics and Finance
Christopher Braun's California United Bank Experience July 2014 - Present
Job President Convaid Products
Industry Medical Devices
Experience
Convaid Inc. September 2008 - Present
South Bay Entrepreneurial Center May 2012 - Present
Dotta Foods International April 2013 - Present
Torrance Area Chamber of Commerce October 2012 - Present
California United Bank July 2014 - Present
South Bay Workforce Investment Board July 2015 - Present
Gory Electric Motors and Generators October 2004 - January 2012
Beemak Plastics, Inc. October 2001 - September 2008
Multiquip Inc. June 1993 - September 2001
Skills
Business Development, New Business Development, Strategic Planning, Manufacturing, Product Marketing, Start-ups, Team Building, Product Development, Marketing Strategy, Program Management, Leadership, Lean Manufacturing, Sales Operations, Sales, Marketing, Strategy, Business Strategy, Forecasting, Business Planning, Executive Management, Strategic Partnerships, International Business, Entrepreneurship, Contract Negotiation, Management, Sales Management, Management Consulting, Budgets, Mergers & Acquisitions, Market Research, Product Launch, Marketing Management, Product Management, Cross-functional Team...
Education
San Diego State University-California State University 1988 — 1993
BS/A, International Business
Corona Del Mar High School 1984 — 1988
Convaid Inc. September 2008 - Present
South Bay Entrepreneurial Center May 2012 - Present
Dotta Foods International April 2013 - Present
Torrance Area Chamber of Commerce October 2012 - Present
California United Bank July 2014 - Present
South Bay Workforce Investment Board July 2015 - Present
Gory Electric Motors and Generators October 2004 - January 2012
Beemak Plastics, Inc. October 2001 - September 2008
Multiquip Inc. June 1993 - September 2001
Skills
Business Development, New Business Development, Strategic Planning, Manufacturing, Product Marketing, Start-ups, Team Building, Product Development, Marketing Strategy, Program Management, Leadership, Lean Manufacturing, Sales Operations, Sales, Marketing, Strategy, Business Strategy, Forecasting, Business Planning, Executive Management, Strategic Partnerships, International Business, Entrepreneurship, Contract Negotiation, Management, Sales Management, Management Consulting, Budgets, Mergers & Acquisitions, Market Research, Product Launch, Marketing Management, Product Management, Cross-functional Team...
Education
San Diego State University-California State University 1988 — 1993
BS/A, International Business
Corona Del Mar High School 1984 — 1988
Dennis Johnson Dennis Johnson's California United Bank Experience February 2012 - July 2013
Job Solutions Consultant at DataBank IMX
Industry Financial Services
Experience
DataBank IMX November 2014 - Present
U.S. Bank October 2014 - Present
California United Bank February 2012 - July 2013
OneWest Bank October 2011 - February 2012
OWB 2010 - 2011
OWB 2010 - 2011
OWB 2010 - 2011
Union Bank 2009 - 2011
American Business Bank 2006 - 2009
Union Bank 2002 - 2006
Skills
Portfolio Management, Commercial Banking, Commercial Lending, Banking, Credit, Loans, Small Business Lending, Investments, Asset Based Lending
Education
California Bankers Association
Commercial Lending School
San Diego State University-California State University
California State University-Hayward
BA English Lit
DataBank IMX November 2014 - Present
U.S. Bank October 2014 - Present
California United Bank February 2012 - July 2013
OneWest Bank October 2011 - February 2012
OWB 2010 - 2011
OWB 2010 - 2011
OWB 2010 - 2011
Union Bank 2009 - 2011
American Business Bank 2006 - 2009
Union Bank 2002 - 2006
Skills
Portfolio Management, Commercial Banking, Commercial Lending, Banking, Credit, Loans, Small Business Lending, Investments, Asset Based Lending
Education
California Bankers Association
Commercial Lending School
San Diego State University-California State University
California State University-Hayward
BA English Lit
John Yarbrough's California United Bank Experience 1994 - 1997
Job Managing Director at NMS Capital Advisors, LLC
Industry Investment Banking
Experience
NMS Capital Advisors, LLC 2013 - Present
Wells Fargo Advisors 2008 - 2012
Citi 2003 - 2008
Bernstein Global Wealth Management 2000 - 2003
Imperial Bank 1997 - 2000
California United Bank` 1994 - 1997
Skills
Investments, Investment Banking, Wealth Management, Financial Advisory, Venture Capital, Alternative Investments, Financial Services, Securities, Private Equity, Equities, Asset Management, Finance, Capital Markets, Series 7, Hedge Funds, Investment Strategies, Investment Advisory, Asset Managment, Asset Allocation, Fixed Income, Bonds, Loans, Series 63, U.S. Immigration, Insurance, Stock Trading
Education
Arizona State University 1982 — 1987
Bachelor of Science (B.S.)
NMS Capital Advisors, LLC 2013 - Present
Wells Fargo Advisors 2008 - 2012
Citi 2003 - 2008
Bernstein Global Wealth Management 2000 - 2003
Imperial Bank 1997 - 2000
California United Bank` 1994 - 1997
Skills
Investments, Investment Banking, Wealth Management, Financial Advisory, Venture Capital, Alternative Investments, Financial Services, Securities, Private Equity, Equities, Asset Management, Finance, Capital Markets, Series 7, Hedge Funds, Investment Strategies, Investment Advisory, Asset Managment, Asset Allocation, Fixed Income, Bonds, Loans, Series 63, U.S. Immigration, Insurance, Stock Trading
Education
Arizona State University 1982 — 1987
Bachelor of Science (B.S.)
Pat I Pat I's California United Bank Experience May 2008 - November 2008
Job Vice President, Branch Support Services Manager at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank July 2011 - Present
Community Bank 2008 - September 2010
California United Bank May 2008 - November 2008
California United Bank May 2007 - November 2008
First Federal Bank 2000 - 2007
First Federal Bank of California 2000 - 2007
Skills
Credit, Retail Banking, Vendor Management, Treasury Management, Cash Management, Portfolio Management, Team Leadership, Commercial Banking, Credit Risk, Loans, Credit Analysis, Banking, Commercial Lending, Performance Management
Education
University of Phoenix 2001 — 2003
Bachelor of Business Administration (B.B.A.)and Business Management
Citizens Business Bank July 2011 - Present
Community Bank 2008 - September 2010
California United Bank May 2008 - November 2008
California United Bank May 2007 - November 2008
First Federal Bank 2000 - 2007
First Federal Bank of California 2000 - 2007
Skills
Credit, Retail Banking, Vendor Management, Treasury Management, Cash Management, Portfolio Management, Team Leadership, Commercial Banking, Credit Risk, Loans, Credit Analysis, Banking, Commercial Lending, Performance Management
Education
University of Phoenix 2001 — 2003
Bachelor of Business Administration (B.B.A.)and Business Management
Kim Defenderfer Kim Defenderfer's California United Bank Experience April 2009 - Present
Job Commerial Bank Regional Manager
Industry Banking
Experience
California United Bank April 2009 - Present
US Bank June 2008 - February 2009
BNY Mellon 1st Business Bank 2007 - 2009
Mellon 1st Business Bank February 1996 - June 2008
First Interstate Bank 1987 - 1996
Skills
Banking, Loans, Commercial Banking, Strategic Planning, Management, Commercial Lending, Cash Management, Credit, Financial Analysis, Mergers & Acquisitions, Training, Risk Management, Asset Based Lending, Treasury Management, Financial Modeling, Due Diligence, Finance, Strategic Financial..., Accounting, Portfolio Management, Credit Analysis, Small Business Lending, Lines Of Credit, Capital Markets, Financial Services, Commercial Mortgages
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Finance, Finance and Marketing
University of Oregon 1974 — 1978
Bachelor's degree, International Business and Political Science
California United Bank April 2009 - Present
US Bank June 2008 - February 2009
BNY Mellon 1st Business Bank 2007 - 2009
Mellon 1st Business Bank February 1996 - June 2008
First Interstate Bank 1987 - 1996
Skills
Banking, Loans, Commercial Banking, Strategic Planning, Management, Commercial Lending, Cash Management, Credit, Financial Analysis, Mergers & Acquisitions, Training, Risk Management, Asset Based Lending, Treasury Management, Financial Modeling, Due Diligence, Finance, Strategic Financial..., Accounting, Portfolio Management, Credit Analysis, Small Business Lending, Lines Of Credit, Capital Markets, Financial Services, Commercial Mortgages
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Finance, Finance and Marketing
University of Oregon 1974 — 1978
Bachelor's degree, International Business and Political Science
Brian Kovar Brian Kovar's California United Bank Experience June 2011 - June 2012
Job Banking Services Representative at City National Bank
Industry Banking
Experience
City National Bank February 2013 - Present
California United Bank` June 2011 - June 2012
JPMorgan Chase September 2008 - June 2011
Fields Market June 2004 - September 2008
Skills
10-key, News Writing, Creative Writing, Microsoft Word, PowerPoint, Outlook, Team Building, Organizational Learning, Organizational..., Organizational..., Situational Leadership, Leadership Development, Interpersonal Skill, Cultural Resource..., Customer Service, Leadership, Public Speaking, Microsoft Office, Social Media, Training, Community Outreach, Editing, Banking, Time Management, Research, Data Entry, Social Networking
Education
Brandman University, Part of the Chapman University System 2011 — 2012
Master of Arts (MA), Organizational Leadership, A
Whittier College 2004 — 2008
Bachelors of Arts, East Asian History
City National Bank February 2013 - Present
California United Bank` June 2011 - June 2012
JPMorgan Chase September 2008 - June 2011
Fields Market June 2004 - September 2008
Skills
10-key, News Writing, Creative Writing, Microsoft Word, PowerPoint, Outlook, Team Building, Organizational Learning, Organizational..., Organizational..., Situational Leadership, Leadership Development, Interpersonal Skill, Cultural Resource..., Customer Service, Leadership, Public Speaking, Microsoft Office, Social Media, Training, Community Outreach, Editing, Banking, Time Management, Research, Data Entry, Social Networking
Education
Brandman University, Part of the Chapman University System 2011 — 2012
Master of Arts (MA), Organizational Leadership, A
Whittier College 2004 — 2008
Bachelors of Arts, East Asian History
Greg Wells Greg Wells's California United Bank Experience May 2008 - Present
Job Vice President & Relationship Manager at California United Bank`
Industry Banking
Experience
California United Bank` May 2008 - Present
Mission Valley Bank June 2004 - May 2008
Community Bank June 2003 - June 2004
Valencia Bank & Trust / Union Bank of California July 1999 - June 2003
California United Bank / Pacific Century Bank May 1998 - July 1999
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Asset Based Lending, Credit Analysis, Small Business Lending, Lines Of Credit, Cash Management, Relationship Management, Commercial Mortgages, Mergers & Acquisitions, Portfolio Management, Refinance, Underwriting, Treasury Management, Retail Banking, SBA, Mortgage Lending, Investments
Education
Colorado State University 2008 — 2011
Masters in Business Administration (MBA), Business
The Master's College 1994 — 1998
Bachelors - Business Management, Business
California United Bank` May 2008 - Present
Mission Valley Bank June 2004 - May 2008
Community Bank June 2003 - June 2004
Valencia Bank & Trust / Union Bank of California July 1999 - June 2003
California United Bank / Pacific Century Bank May 1998 - July 1999
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Asset Based Lending, Credit Analysis, Small Business Lending, Lines Of Credit, Cash Management, Relationship Management, Commercial Mortgages, Mergers & Acquisitions, Portfolio Management, Refinance, Underwriting, Treasury Management, Retail Banking, SBA, Mortgage Lending, Investments
Education
Colorado State University 2008 — 2011
Masters in Business Administration (MBA), Business
The Master's College 1994 — 1998
Bachelors - Business Management, Business
Edward Gerovian Edward Gerovian's California United Bank Experience November 2014 - Present
Job BSA Supervisor at California United Bank
Industry Banking
Experience
California United Bank November 2014 - Present
BNY Mellon January 2012 - November 2014
OneWest Bank March 2009 - January 2012
Indymac Bank May 2005 - March 2009
Countrywide Home Loans January 2001 - May 2005
Jonathan Club March 1997 - December 2000
Skills
Mortgage Lending, Loans, Banking, Credit, Risk Management, Mortgage Banking, Loan Origination, AML, Financial Risk, Bank Secrecy Act, Commercial Lending, Credit Risk, Credit Analysis, Internal Controls, Risk Assessment, Executive Management, Operational Risk, Loan Servicing, Investments, Commercial Banking, Business Process, OFAC, Valuation, Financial Structuring, Asset Management, FHA, Asset Managment, Lines Of Credit, Financial Services, Structured Finance, Management, Internal Audit, Enterprise Risk..., Capital Markets, Small Business Lending, Financial Analysis, Underwriting, Cash Management, Analysis, Portfolio Management, Wealth Management, Auditing, Training, Private Banking, Finance, Consumer Lending, Due Diligence, Relationship Management, Retail Banking, Operational Risk...
Education
University of La Verne 2000 — 2002
MBA, Finance
California State Polytechnic University-Pomona 1992 — 1997
BSBA, Hotel and Restaurant Management
California United Bank November 2014 - Present
BNY Mellon January 2012 - November 2014
OneWest Bank March 2009 - January 2012
Indymac Bank May 2005 - March 2009
Countrywide Home Loans January 2001 - May 2005
Jonathan Club March 1997 - December 2000
Skills
Mortgage Lending, Loans, Banking, Credit, Risk Management, Mortgage Banking, Loan Origination, AML, Financial Risk, Bank Secrecy Act, Commercial Lending, Credit Risk, Credit Analysis, Internal Controls, Risk Assessment, Executive Management, Operational Risk, Loan Servicing, Investments, Commercial Banking, Business Process, OFAC, Valuation, Financial Structuring, Asset Management, FHA, Asset Managment, Lines Of Credit, Financial Services, Structured Finance, Management, Internal Audit, Enterprise Risk..., Capital Markets, Small Business Lending, Financial Analysis, Underwriting, Cash Management, Analysis, Portfolio Management, Wealth Management, Auditing, Training, Private Banking, Finance, Consumer Lending, Due Diligence, Relationship Management, Retail Banking, Operational Risk...
Education
University of La Verne 2000 — 2002
MBA, Finance
California State Polytechnic University-Pomona 1992 — 1997
BSBA, Hotel and Restaurant Management
Lisa J. Gorelick Lisa J. Gorelick's California United Bank Experience June 2010 - Present
Job Vice President Relationship Manager at California United Bank
Industry Banking
Experience
California United Bank June 2010 - Present
American Security Bank August 2005 - May 2010
US Bank September 2003 - July 2005
US Bank June 2000 - August 2003
Southern California Bank May 1998 - June 2000
National Bank of Southern California July 1987 - May 1998
Skills
Cash Management Services, Customer Service, Deposit Relationship..., Commercial Banking, Loans, Banking, Cash Management
Education
Orange Coast College 1980 — 1982
General Studies
California United Bank June 2010 - Present
American Security Bank August 2005 - May 2010
US Bank September 2003 - July 2005
US Bank June 2000 - August 2003
Southern California Bank May 1998 - June 2000
National Bank of Southern California July 1987 - May 1998
Skills
Cash Management Services, Customer Service, Deposit Relationship..., Commercial Banking, Loans, Banking, Cash Management
Education
Orange Coast College 1980 — 1982
General Studies
Martha Kilhullen Martha Kilhullen's California United Bank Experience September 2008 - Present
Job Credit Executive
Industry Banking
Experience
California United Bank September 2008 - Present
Lehman Brothers Bank 2007 - 2008
Union Bank of California (UBOC) April 1989 - July 2007
Skills
Loans, Commercial Lending, Credit, Credit Analysis, Portfolio Management, Banking, Risk Management, Asset Based Lending, Financial Risk, Structured Finance, Financial Analysis, Finance, Underwriting, Financial Structuring, Small Business Lending, Lines Of Credit, Credit Risk
Education
California State University-Fullerton
California United Bank September 2008 - Present
Lehman Brothers Bank 2007 - 2008
Union Bank of California (UBOC) April 1989 - July 2007
Skills
Loans, Commercial Lending, Credit, Credit Analysis, Portfolio Management, Banking, Risk Management, Asset Based Lending, Financial Risk, Structured Finance, Financial Analysis, Finance, Underwriting, Financial Structuring, Small Business Lending, Lines Of Credit, Credit Risk
Education
California State University-Fullerton
Richard Close Richard Close's California United Bank Experience 1982 - 1996
Job Partner at Gilchrist & Rutter
Industry Law Practice
Experience
Gilchrist & Rutter P.C., Law Firm May 1998 - Present
State Oversight Board 2012 - Present
Los Angeles County Local Agency Formation Commission (LAFCO) 1996 - Present
California Real Estate 1978 - Present
California United Bank 1982 - 1996
Skills
Mobilehome Parks, Manufactured Housing..., Land Use Law, Land Use, Entitlements, City Planning, Real Estate, Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Investment Properties, Leases, Public Speaking, Real Estate Economics, Strategic Planning, Civil Litigation, Contract Negotiation
Education
Boston University School of Law
J.D. magna cum laude
University of Pennsylvania - The Wharton School
B.S., Economics
Gilchrist & Rutter P.C., Law Firm May 1998 - Present
State Oversight Board 2012 - Present
Los Angeles County Local Agency Formation Commission (LAFCO) 1996 - Present
California Real Estate 1978 - Present
California United Bank 1982 - 1996
Skills
Mobilehome Parks, Manufactured Housing..., Land Use Law, Land Use, Entitlements, City Planning, Real Estate, Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Investment Properties, Leases, Public Speaking, Real Estate Economics, Strategic Planning, Civil Litigation, Contract Negotiation
Education
Boston University School of Law
J.D. magna cum laude
University of Pennsylvania - The Wharton School
B.S., Economics
Amir Stein's California United Bank Experience June 2011 - September 2011
Job Analyst at Waterman Interests
Industry Real Estate
Experience
Waterman Interests July 2015 - Present
Red River Asset Management (Meridian Development) November 2014 - July 2015
SRF Ventures August 2014 - November 2014
NAS Insurance Services, Inc. February 2013 - May 2014
NAS Insurance Services, Inc. August 2012 - January 2013
Stein Properties January 2006 - June 2012
California United Bank June 2011 - September 2011
Skills
Analysis, Portfolio Management, Salesforce.com, Leadership, Technology Risk, Financial Risk, Market Research, Insurance, Event Planning, Management, Training, Microsoft Word, Customer Service, Budgets, Social Media, Microsoft Office, Microsoft Excel, Finance, Underwriting, PowerPoint
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2014 — 2015
Masters in Real Estate Development
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics
Waterman Interests July 2015 - Present
Red River Asset Management (Meridian Development) November 2014 - July 2015
SRF Ventures August 2014 - November 2014
NAS Insurance Services, Inc. February 2013 - May 2014
NAS Insurance Services, Inc. August 2012 - January 2013
Stein Properties January 2006 - June 2012
California United Bank June 2011 - September 2011
Skills
Analysis, Portfolio Management, Salesforce.com, Leadership, Technology Risk, Financial Risk, Market Research, Insurance, Event Planning, Management, Training, Microsoft Word, Customer Service, Budgets, Social Media, Microsoft Office, Microsoft Excel, Finance, Underwriting, PowerPoint
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2014 — 2015
Masters in Real Estate Development
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics
Eric S. Dole Eric S. Dole's California United Bank Experience February 2011 - Present
Job Vice President at California United Bank
Industry Financial Services
Experience
California United Bank February 2011 - Present
1st Enterprise Bank merged with California United Bank February 2011 - December 2014
Balboa Capital April 2008 - February 2011
Skills
Cash Management, Credit, Small Business Lending, Banking, Lines Of Credit, Real Estate Financing, Loan Origination, Construction Loans, Refinance, Corporate Finance, Loans, Commercial Mortgages, Financial Analysis, Real Estate, Finance, Asset Based Lending, Credit Analysis, Commercial Lending, Underwriting, Commercial Banking, Financial Services, Portfolio Management, Sales, Commercial Real Estate, Relationship Management
Education
San Diego State University-California State University 2004 — 2007
BS, Business
El Modena High 1998 — 2002
California United Bank February 2011 - Present
1st Enterprise Bank merged with California United Bank February 2011 - December 2014
Balboa Capital April 2008 - February 2011
Skills
Cash Management, Credit, Small Business Lending, Banking, Lines Of Credit, Real Estate Financing, Loan Origination, Construction Loans, Refinance, Corporate Finance, Loans, Commercial Mortgages, Financial Analysis, Real Estate, Finance, Asset Based Lending, Credit Analysis, Commercial Lending, Underwriting, Commercial Banking, Financial Services, Portfolio Management, Sales, Commercial Real Estate, Relationship Management
Education
San Diego State University-California State University 2004 — 2007
BS, Business
El Modena High 1998 — 2002
David Plourde David Plourde's California United Bank Experience March 2006 - Present
Job Executive Vice President at California United Bank
Industry Banking
Experience
California United Bank March 2006 - Present
Alzheimer's Association Orange County Chapter 2013 - Present
1st Business Bank / Mellon 1st Business Bank June 1994 - February 2006
Sanwa Bank September 1993 - June 1994
City National Bank August 1990 - September 1993
Skills
Contractors, Loans, Credit, Banking, Commercial Banking, Manufacturing, Small Business Lending, Real Estate, Cash Management, Credit Analysis, Asset Managment, Portfolio Management, Commercial Lending
Education
California State University-Northridge 1986 — 1990
Bachelors of Science, Business Administration with an emphasis in Finance and Real Estate
Verdugo Hills High School
High School Diploma
California United Bank March 2006 - Present
Alzheimer's Association Orange County Chapter 2013 - Present
1st Business Bank / Mellon 1st Business Bank June 1994 - February 2006
Sanwa Bank September 1993 - June 1994
City National Bank August 1990 - September 1993
Skills
Contractors, Loans, Credit, Banking, Commercial Banking, Manufacturing, Small Business Lending, Real Estate, Cash Management, Credit Analysis, Asset Managment, Portfolio Management, Commercial Lending
Education
California State University-Northridge 1986 — 1990
Bachelors of Science, Business Administration with an emphasis in Finance and Real Estate
Verdugo Hills High School
High School Diploma
K. Brian Horton K. Brian Horton's California United Bank Experience February 2006 - Present
Job President / Director at California United Bank
Industry Banking
Experience
California United Bank February 2006 - Present
Goodwill of Orange County January 2009 - December 2010
Mellon 1st Business Bank February 1988 - May 2005
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Financial Analysis, Credit Analysis, Loans, Commercial Mortgages, Credit, Real Estate Financing, Lines Of Credit, Cash Management, Commercial Banking, Loan Origination, Banking, Treasury Management, Portfolio Management, Underwriting, Financial Structuring, Finance, Refinance, Construction Loans, Investments, Credit Risk, Consumer Lending, Relationship Management, Retail Banking, Mortgage Banking, Financial Institutions, Financial Risk
Education
University of Oregon
Bachelor of Science, Finance
California United Bank February 2006 - Present
Goodwill of Orange County January 2009 - December 2010
Mellon 1st Business Bank February 1988 - May 2005
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Financial Analysis, Credit Analysis, Loans, Commercial Mortgages, Credit, Real Estate Financing, Lines Of Credit, Cash Management, Commercial Banking, Loan Origination, Banking, Treasury Management, Portfolio Management, Underwriting, Financial Structuring, Finance, Refinance, Construction Loans, Investments, Credit Risk, Consumer Lending, Relationship Management, Retail Banking, Mortgage Banking, Financial Institutions, Financial Risk
Education
University of Oregon
Bachelor of Science, Finance
John C. Black John C. Black's California United Bank Experience December 2014 - Present
Job Executive Consultant at California United Bank
Industry Banking
Experience
California United Bank December 2014 - Present
1st Enterprise Bank May 2005 - November 2014
Mellon 1st Business Bank May 1988 - May 2005
Education
Cal State Long Beach 1983 — 1986
MBA, Finance
UC Santa Barbara
Bachelor's degree
California United Bank December 2014 - Present
1st Enterprise Bank May 2005 - November 2014
Mellon 1st Business Bank May 1988 - May 2005
Education
Cal State Long Beach 1983 — 1986
MBA, Finance
UC Santa Barbara
Bachelor's degree
Jeremy Frey Jeremy Frey's California United Bank Experience November 2014 - Present
Job Credit Analyst
Industry Entertainment
Experience
California United Bank November 2014 - Present
The Walt Disney Company June 2014 - November 2014
The Walt Disney Company November 2013 - November 2014
The Walt Disney Company August 2009 - November 2013
OfficeMax 2006 - August 2009
Skills
Management, Event Planning, Customer Service, Sales, Strategic Planning, Social Media, Training, Event Management, Social Media Marketing, Social Networking, Photoshop, Time Management, Editing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Leadership, Teamwork
Education
Chapman University 2010 — 2012
Bachelor of Science, Business Administration emphasis Marketing
University of Wisconsin-Whitewater 2009 — 2009
Business, Marketing
California United Bank November 2014 - Present
The Walt Disney Company June 2014 - November 2014
The Walt Disney Company November 2013 - November 2014
The Walt Disney Company August 2009 - November 2013
OfficeMax 2006 - August 2009
Skills
Management, Event Planning, Customer Service, Sales, Strategic Planning, Social Media, Training, Event Management, Social Media Marketing, Social Networking, Photoshop, Time Management, Editing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Leadership, Teamwork
Education
Chapman University 2010 — 2012
Bachelor of Science, Business Administration emphasis Marketing
University of Wisconsin-Whitewater 2009 — 2009
Business, Marketing
Ellen Villaflor Ellen Villaflor's California United Bank Experience May 2005 - Present
Job Vice President/Investment Manager
Industry Banking
Experience
California United Bank May 2005 - Present
Citi May 2003 - May 2005
First Republic Securities August 2000 - May 2003
Education
California State University-Northridge
Bachelor's Degree
John Marshall High School
High School
California United Bank May 2005 - Present
Citi May 2003 - May 2005
First Republic Securities August 2000 - May 2003
Education
California State University-Northridge
Bachelor's Degree
John Marshall High School
High School
David R. Valenzuela David R. Valenzuela's California United Bank Experience July 2015 - Present
Job AVP Business Relationship Manager at California United Bank
Industry Banking
Experience
California United Bank July 2015 - Present
Wells Fargo West Coast Business Banking Group June 2011 - July 2015
US Bank November 2009 - May 2011
PFF Bank & Trust April 2007 - November 2009
Skills
Commercial Banking, Loans, Banking, Mortgage Lending, Commercial Lending, SBA, Business Development, Retail Banking, Cash Management, Cash Flow, Treasury Management, Financial Analysis, Business Process..., Credit, Finance, Small Business Lending
Education
University of Phoenix 2010 — 2011
Bachelor of Science, Business Managment
Chaffey College
California United Bank July 2015 - Present
Wells Fargo West Coast Business Banking Group June 2011 - July 2015
US Bank November 2009 - May 2011
PFF Bank & Trust April 2007 - November 2009
Skills
Commercial Banking, Loans, Banking, Mortgage Lending, Commercial Lending, SBA, Business Development, Retail Banking, Cash Management, Cash Flow, Treasury Management, Financial Analysis, Business Process..., Credit, Finance, Small Business Lending
Education
University of Phoenix 2010 — 2011
Bachelor of Science, Business Managment
Chaffey College
Heather Bruhn's California United Bank Experience March 2010 - Present
Job Customer Service Manager at California United Bank`
Industry Banking
Experience
California United Bank` March 2010 - Present
OneWest Bank February 2009 - March 2010
California Oaks State Bank April 2007 - December 2008
Skills
Banking, Commercial Banking, Customer Service, Retail Banking, Outlook, Notary Public, Opening New Accounts, Branch Banking, Management, Deposits
Education
California State University-Northridge 2010 — 2011
Business Administration, Management and Operations
Moorpark College 2007 — 2010
Associates Degree, Liberal Arts
California United Bank` March 2010 - Present
OneWest Bank February 2009 - March 2010
California Oaks State Bank April 2007 - December 2008
Skills
Banking, Commercial Banking, Customer Service, Retail Banking, Outlook, Notary Public, Opening New Accounts, Branch Banking, Management, Deposits
Education
California State University-Northridge 2010 — 2011
Business Administration, Management and Operations
Moorpark College 2007 — 2010
Associates Degree, Liberal Arts
Katherine Fong Katherine Fong's California United Bank Experience May 2015 - Present
Job First Vice President Tax
Industry Banking
Experience
California United Bank May 2015 - Present
PwC July 2003 - May 2015
Skills
Tax Accounting, Income Tax, Corporate Tax, Accounting, Auditing, Financial Reporting, Financial Modeling, CPA, Tax Research, Sarbanes-Oxley Act, Financial Accounting
Education
University of Southern California 2002 — 2003
Master of Business Taxation, Taxation
University of Southern California 1998 — 2002
Bachelor of Science (BS), Accounting
California United Bank May 2015 - Present
PwC July 2003 - May 2015
Skills
Tax Accounting, Income Tax, Corporate Tax, Accounting, Auditing, Financial Reporting, Financial Modeling, CPA, Tax Research, Sarbanes-Oxley Act, Financial Accounting
Education
University of Southern California 2002 — 2003
Master of Business Taxation, Taxation
University of Southern California 1998 — 2002
Bachelor of Science (BS), Accounting
Cameronne Mosher Cameronne Mosher's California United Bank Experience 1996 - 1999
Job SVP, Financial Center Manager
Industry Banking
Experience
Citizens Business Bank September 2007 - Present
City National Bank June 2006 - September 2007
Community Bank January 2000 - June 2006
California United Bank` 1996 - 1999
First Financial Federal Credit Union 1990 - 1996
Skills
Commercial Lending, Commercial Banking, Loans, Lines Of Credit, SBA, Commercial Mortgages, Asset Based Lending, Cash Management, Portfolio Management, Mortgage Banking, Asset, Management, Relationship Management, Core Banking, Real Estate, Investments, Wealth Management, Financial Structuring, Middle Market, Construction Loans, Investment Banking, Risk Management, Credit Cards, Credit Risk, Financial Analysis, Financial Risk, Business Development, Finance, Financial Services, Payments, Branch Management, Deposits, Retirement Planning, Asset Management, Financial Modeling, Small Business, Funding, Refinance, Cross Selling, Corporate Finance, Commercial Real Estate, Real Estate Economics, Private Banking, Strategic Financial..., Financial Planning
Education
University of Phoenix 1995 — 2000
BA, Business Management
Citizens Business Bank September 2007 - Present
City National Bank June 2006 - September 2007
Community Bank January 2000 - June 2006
California United Bank` 1996 - 1999
First Financial Federal Credit Union 1990 - 1996
Skills
Commercial Lending, Commercial Banking, Loans, Lines Of Credit, SBA, Commercial Mortgages, Asset Based Lending, Cash Management, Portfolio Management, Mortgage Banking, Asset, Management, Relationship Management, Core Banking, Real Estate, Investments, Wealth Management, Financial Structuring, Middle Market, Construction Loans, Investment Banking, Risk Management, Credit Cards, Credit Risk, Financial Analysis, Financial Risk, Business Development, Finance, Financial Services, Payments, Branch Management, Deposits, Retirement Planning, Asset Management, Financial Modeling, Small Business, Funding, Refinance, Cross Selling, Corporate Finance, Commercial Real Estate, Real Estate Economics, Private Banking, Strategic Financial..., Financial Planning
Education
University of Phoenix 1995 — 2000
BA, Business Management
Trevor Morris's California United Bank Experience July 2012 - January 2015
Job Senior Commercial Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
California United Bank July 2012 - January 2015
Rabobank February 2010 - July 2012
Santa Barbara Bank & Trust June 2007 - February 2010
Bank of America August 1999 - June 2007
Skills
Commercial Lending, Commercial Banking, Portfolio Management, Small Business Lending, Asset Based Lending, Loans, Credit Analysis, Lines Of Credit, Commercial Mortgages, Underwriting, Middle Market, Loan Origination, Due Diligence, Corporate Finance, SBA, Mortgage Banking, Real Estate, Mergers & Acquisitions, Consumer Lending, Relationship Management, Finance, Retail Banking, Deposits, Cash Flow Lending, Real Estate Financing
Education
Emerson College 1996 — 1998
Integrated Marketing Communication
Wheaton College (MA) 1993 — 1997
BA, Political Science
Wells Fargo February 2015 - Present
California United Bank July 2012 - January 2015
Rabobank February 2010 - July 2012
Santa Barbara Bank & Trust June 2007 - February 2010
Bank of America August 1999 - June 2007
Skills
Commercial Lending, Commercial Banking, Portfolio Management, Small Business Lending, Asset Based Lending, Loans, Credit Analysis, Lines Of Credit, Commercial Mortgages, Underwriting, Middle Market, Loan Origination, Due Diligence, Corporate Finance, SBA, Mortgage Banking, Real Estate, Mergers & Acquisitions, Consumer Lending, Relationship Management, Finance, Retail Banking, Deposits, Cash Flow Lending, Real Estate Financing
Education
Emerson College 1996 — 1998
Integrated Marketing Communication
Wheaton College (MA) 1993 — 1997
BA, Political Science
Alon Haim's California United Bank Experience March 2007 - April 2010
Job Senior Vice President & Manager Commercial Banking Group
Industry Banking
Experience
Citizens Business Bank April 2010 - Present
California United Bank March 2007 - April 2010
Mellon 1st Business Bank November 2003 - March 2007
City National Bank December 2000 - November 2003
Skills
Credit Underwritting, Business Development, Law Firms, Commercial Lending, Commercial Banking, Loans, Wholesale, Banking, Cash Management, Asset Based Lending, Union, Credit, Media Buying, Contractors
Education
Pacific Coast Banking School 2014 — 2016
Banking Management - University of Washington (Foster School of Business)
California Bankers Associaton - Credit Training Program 2002 — 2003
Formal Credit Training Program, Commercial & RE Training Program
California State University-Northridge 1996 — 2000
Politcal Science, International Relations
Citizens Business Bank April 2010 - Present
California United Bank March 2007 - April 2010
Mellon 1st Business Bank November 2003 - March 2007
City National Bank December 2000 - November 2003
Skills
Credit Underwritting, Business Development, Law Firms, Commercial Lending, Commercial Banking, Loans, Wholesale, Banking, Cash Management, Asset Based Lending, Union, Credit, Media Buying, Contractors
Education
Pacific Coast Banking School 2014 — 2016
Banking Management - University of Washington (Foster School of Business)
California Bankers Associaton - Credit Training Program 2002 — 2003
Formal Credit Training Program, Commercial & RE Training Program
California State University-Northridge 1996 — 2000
Politcal Science, International Relations
John Madrid's California United Bank Experience April 2012 - Present
Job AVP, Information Technology Officer at California United Bank`
Industry Information Technology and Services
Experience
California United Bank April 2012 - Present
Pacific National Bank July 2007 - July 2011
California National Bank December 2005 - June 2007
California National Bank April 1999 - November 2005
Skills
MS Windows 2003, XP,..., MS Office 2003, XP,..., Managing Users in..., Imaging (Ghost), Call Tracking (Track-It), Remote Control software, Call Tracking, Windows Server, Windows, XP, Outlook, Active Directory, Data Center, Banking, Management, Project Management, Information Technology, Analysis, Vendor Management, Technical Support, Strategic Planning, Visio, Networking, Risk Management, SharePoint, IT Management, Windows XP
Education
University of California, Santa Cruz
Bachelor of Arts
Universidad de Granada 1996 — 1997
Spanish Literature
California United Bank April 2012 - Present
Pacific National Bank July 2007 - July 2011
California National Bank December 2005 - June 2007
California National Bank April 1999 - November 2005
Skills
MS Windows 2003, XP,..., MS Office 2003, XP,..., Managing Users in..., Imaging (Ghost), Call Tracking (Track-It), Remote Control software, Call Tracking, Windows Server, Windows, XP, Outlook, Active Directory, Data Center, Banking, Management, Project Management, Information Technology, Analysis, Vendor Management, Technical Support, Strategic Planning, Visio, Networking, Risk Management, SharePoint, IT Management, Windows XP
Education
University of California, Santa Cruz
Bachelor of Arts
Universidad de Granada 1996 — 1997
Spanish Literature
Sharon Hauptman Sharon Hauptman's California United Bank Experience July 2009 - Present
Job Senior Vice President at California United Bank (formerly 1st Enterprise Bank)
Industry Banking
Experience
California United Bank July 2009 - Present
Skills
Commercial Banking, Non-profits, Credit Analysis, Nonprofits, Portfolio Management, Loans, Financial Analysis, Small Business Lending, New Business Development, Commercial Lending, Underwriting, Asset Based Lending, Commercial Mortgages, Credit, Lines Of Credit, Strategic Planning, Finance, Cash Management
Education
University of California, Santa Barbara 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of California, Santa Barbara 1984 — 1988
Bachelor's degree, Economics
California United Bank July 2009 - Present
Skills
Commercial Banking, Non-profits, Credit Analysis, Nonprofits, Portfolio Management, Loans, Financial Analysis, Small Business Lending, New Business Development, Commercial Lending, Underwriting, Asset Based Lending, Commercial Mortgages, Credit, Lines Of Credit, Strategic Planning, Finance, Cash Management
Education
University of California, Santa Barbara 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of California, Santa Barbara 1984 — 1988
Bachelor's degree, Economics
Anthony Deluca Anthony Deluca's California United Bank Experience 1994 - 1995
Job VP/Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass March 2014 - Present
US Bank Commercial Banking Group September 2010 - March 2014
Bank Leumi 2009 - 2010
Wedbush Bank 2008 - 2009
First Bank 2001 - 2008
Sanwa Bank 1996 - 2001
California United Bank 1994 - 1995
Santa Monica Seafood 1979 - 1988
Education
Woodbury University 1998 — 2001
MBA, Finance
Loyola Marymount University
BA, History
BBVA Compass March 2014 - Present
US Bank Commercial Banking Group September 2010 - March 2014
Bank Leumi 2009 - 2010
Wedbush Bank 2008 - 2009
First Bank 2001 - 2008
Sanwa Bank 1996 - 2001
California United Bank 1994 - 1995
Santa Monica Seafood 1979 - 1988
Education
Woodbury University 1998 — 2001
MBA, Finance
Loyola Marymount University
BA, History
David Wisen's California United Bank Experience June 2008 - Present
Job SVP, California United Bank
Industry Banking
Experience
California United Bank June 2008 - Present
Mellon 1st Business Bank February 2003 - May 2008
Imperial Bank 1999 - 2003
Crestar Bank 1995 - 1999
United States Department of Defense September 1985 - August 1995
Skills
Mergers, Loans, Commercial Banking, Commercial Lending, Business Acquisition, Banking, Investments, Program Management, Venture Capital, Financial Modeling, Risk Management, Mergers & Acquisitions, Real Estate, Financial Analysis, Due Diligence
Education
University of Michigan (Ann Arbor) 1991 — 1993
MBA, Finance, Accounting
Indiana University Bloomington 1980 — 1984
BS, Chemistry
California United Bank June 2008 - Present
Mellon 1st Business Bank February 2003 - May 2008
Imperial Bank 1999 - 2003
Crestar Bank 1995 - 1999
United States Department of Defense September 1985 - August 1995
Skills
Mergers, Loans, Commercial Banking, Commercial Lending, Business Acquisition, Banking, Investments, Program Management, Venture Capital, Financial Modeling, Risk Management, Mergers & Acquisitions, Real Estate, Financial Analysis, Due Diligence
Education
University of Michigan (Ann Arbor) 1991 — 1993
MBA, Finance, Accounting
Indiana University Bloomington 1980 — 1984
BS, Chemistry
Emily Lam-My's California United Bank Experience September 2008 - Present
Job Treasury Services
Industry Banking
Experience
California United Bank September 2008 - Present
Skills
Commercial Banking, Customer Service, Deposits, Cash Management, Retail Banking, Treasury Services, Treasury Management, Banking, Remote Deposit Capture, Wire Transfers
Education
University of California, Irvine 1997 — 2002
Bachelor of Arts, Social Sciences
California United Bank September 2008 - Present
Skills
Commercial Banking, Customer Service, Deposits, Cash Management, Retail Banking, Treasury Services, Treasury Management, Banking, Remote Deposit Capture, Wire Transfers
Education
University of California, Irvine 1997 — 2002
Bachelor of Arts, Social Sciences
Bryan Reese's California United Bank Experience December 2014 - Present
Job Vice President and Relationship Manager at California United Bank
Industry Banking
Experience
California United Bank December 2014 - Present
California United Bank/1st Enterprise Bank October 2014 - Present
Wells Fargo January 2014 - October 2014
Wells Fargo January 2012 - January 2014
Wells Fargo January 2011 - January 2012
Wells Fargo July 2009 - June 2010
Global Talent Solutions, Inc 2005 - May 2009
Pacific Life & Annuity December 1999 - May 2005
HNTB 1997 - 1999
Skills
Cash Management, Banking, Loans, Commercial Banking, Finance, Commercial Lending, Recruiting, Management, Human Resources, Process Improvement
Education
University of Phoenix 2003 — 2005
BS, Business Adminstration
California United Bank December 2014 - Present
California United Bank/1st Enterprise Bank October 2014 - Present
Wells Fargo January 2014 - October 2014
Wells Fargo January 2012 - January 2014
Wells Fargo January 2011 - January 2012
Wells Fargo July 2009 - June 2010
Global Talent Solutions, Inc 2005 - May 2009
Pacific Life & Annuity December 1999 - May 2005
HNTB 1997 - 1999
Skills
Cash Management, Banking, Loans, Commercial Banking, Finance, Commercial Lending, Recruiting, Management, Human Resources, Process Improvement
Education
University of Phoenix 2003 — 2005
BS, Business Adminstration
Susie Hipkins's California United Bank Experience June 2010 - April 2015
Job Retired
Industry Banking
Experience
California United Bank June 2010 - April 2015
Education
California State University-Dominguez Hills 1975 — 1978
California United Bank June 2010 - April 2015
Education
California State University-Dominguez Hills 1975 — 1978
Christine Hryciw's California United Bank Experience November 2013 - Present
Job AVP, Compliance Supervisor at California United Bank
Industry Banking
Experience
California United Bank November 2013 - Present
Citi March 2013 - November 2013
East West Bank January 2008 - March 2013
WMC Mortgage - GE Money Bank 2006 - 2007
IndyMac Bank 2004 - 2006
Bank of the West 2004 - 2004
Countrywide Financial Corporation 2003 - 2004
Countrywide Financial Corporation 2002 - 2003
Countrywide Financial Corporation 1997 - 2002
Countrywide Financial Corporation 1996 - 1997
Skills
Internal Audit, Compliance, Enterprise Risk..., Banking, Compliance Audits, Mortgage, Vendor Management, Mortgage Lending, Risk Management, Quality Auditing, Credit Risk, Internal Controls, Loans, Credit, Operations Management, Auditing, Management, Retail Banking, Commercial Banking, Accounting, Finance, AML, Bank Secrecy Act, OFAC, Commercial Lending, Mortgage Banking, Financial Institutions, KYC, Consumer Lending, Operational Risk, Credit Analysis, Operational Risk..., Loan Servicing, Financial Services, Cash Management, Portfolio Management, Executive Management, USA PATRIOT Act, Due Diligence, Credit Cards, Compliance Testing, Anti Money Laundering
Education
University of California, Los Angeles 1984 — 1989
BA
Harvard University Summer Program 1986 — 1986
California United Bank November 2013 - Present
Citi March 2013 - November 2013
East West Bank January 2008 - March 2013
WMC Mortgage - GE Money Bank 2006 - 2007
IndyMac Bank 2004 - 2006
Bank of the West 2004 - 2004
Countrywide Financial Corporation 2003 - 2004
Countrywide Financial Corporation 2002 - 2003
Countrywide Financial Corporation 1997 - 2002
Countrywide Financial Corporation 1996 - 1997
Skills
Internal Audit, Compliance, Enterprise Risk..., Banking, Compliance Audits, Mortgage, Vendor Management, Mortgage Lending, Risk Management, Quality Auditing, Credit Risk, Internal Controls, Loans, Credit, Operations Management, Auditing, Management, Retail Banking, Commercial Banking, Accounting, Finance, AML, Bank Secrecy Act, OFAC, Commercial Lending, Mortgage Banking, Financial Institutions, KYC, Consumer Lending, Operational Risk, Credit Analysis, Operational Risk..., Loan Servicing, Financial Services, Cash Management, Portfolio Management, Executive Management, USA PATRIOT Act, Due Diligence, Credit Cards, Compliance Testing, Anti Money Laundering
Education
University of California, Los Angeles 1984 — 1989
BA
Harvard University Summer Program 1986 — 1986
Chuck Brownstein's California United Bank Experience August 1991 - November 1992
Job Sr. Recruiting Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2003 - October 2010
Guru 2001 - 2002
Cruel World / Career Central 1997 - 2000
Technical Connections, Inc. 1995 - 1997
California United Bank August 1991 - November 1992
Skills
College Recruiting
Education
University of Chicago 1985 — 1987
MBA, Finance/Marketing
Claremont McKenna College 1979 — 1983
BA, Economics
Charles Schwab December 2003 - October 2010
Guru 2001 - 2002
Cruel World / Career Central 1997 - 2000
Technical Connections, Inc. 1995 - 1997
California United Bank August 1991 - November 1992
Skills
College Recruiting
Education
University of Chicago 1985 — 1987
MBA, Finance/Marketing
Claremont McKenna College 1979 — 1983
BA, Economics
Doug Jacks's California United Bank Experience June 2006 - Present
Job Senior Vice President at California United Bank
Industry Banking
Experience
California United Bank June 2006 - Present
California Bank and Trust 2000 - 2006
Bank of Yorba Linda 1996 - 2000
Skills
Commercial Lending, SBA, Small Business Lending, Loans, Commercial Mortgages, Credit, Underwriting, Banking, Commercial Banking, Portfolio Management, Lines Of Credit, Asset Based Lending, Consumer Lending, Credit Risk, Structured Finance, Credit Analysis, Treasury Management, Cash Management
Education
Chapman University, The George L. Argyros School of Business and Economics 1976 — 1978
Bachelor of Arts (B.A.), Economics and Business Administration
National Commercial Lending Graduate School
California United Bank June 2006 - Present
California Bank and Trust 2000 - 2006
Bank of Yorba Linda 1996 - 2000
Skills
Commercial Lending, SBA, Small Business Lending, Loans, Commercial Mortgages, Credit, Underwriting, Banking, Commercial Banking, Portfolio Management, Lines Of Credit, Asset Based Lending, Consumer Lending, Credit Risk, Structured Finance, Credit Analysis, Treasury Management, Cash Management
Education
Chapman University, The George L. Argyros School of Business and Economics 1976 — 1978
Bachelor of Arts (B.A.), Economics and Business Administration
National Commercial Lending Graduate School
Cass Fuller's California United Bank Experience February 1993 - July 1995
Job Superintendent Pins at LISI Aerospace
Industry Aviation & Aerospace
Experience
Lisi Aerospace January 2008 - Present
GE Money dba WMC October 2002 - December 2007
GE Money 2002 - 2007
Hi-Shear Corporation September 2000 - September 2002
Affinity Bank January 2000 - September 2000
Pacific Thrift & Loan July 1995 - December 1999
California United Bank February 1993 - July 1995
Marathon National Bank March 1989 - February 1993
Skills
Mortgage Lending, Team Building, Leadership, Loans, Customer Service, FHA, Management, Underwriting, Microsoft Office, Credit Analysis, Project Management, Loan Servicing, Portfolio Management, Real Estate, CASS, Account Management, Credit, Sales Management, Banking, Loan Origination, Refinance, Foreclosures, Operations Management, Risk Management, Aerospace, Mortgage Underwriting, Residential Mortgages
Education
Santa Monica College 1987 — 1989
Alexander Hamilton High School 1984 — 1987
Lisi Aerospace January 2008 - Present
GE Money dba WMC October 2002 - December 2007
GE Money 2002 - 2007
Hi-Shear Corporation September 2000 - September 2002
Affinity Bank January 2000 - September 2000
Pacific Thrift & Loan July 1995 - December 1999
California United Bank February 1993 - July 1995
Marathon National Bank March 1989 - February 1993
Skills
Mortgage Lending, Team Building, Leadership, Loans, Customer Service, FHA, Management, Underwriting, Microsoft Office, Credit Analysis, Project Management, Loan Servicing, Portfolio Management, Real Estate, CASS, Account Management, Credit, Sales Management, Banking, Loan Origination, Refinance, Foreclosures, Operations Management, Risk Management, Aerospace, Mortgage Underwriting, Residential Mortgages
Education
Santa Monica College 1987 — 1989
Alexander Hamilton High School 1984 — 1987
Joseph Perdenza's California United Bank Experience July 1995 - June 1997
Job Vice President/Principal Relationship Manager Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2004 - Present
Bank One September 1999 - 2004
National Bank of Canada July 1997 - August 1999
California United Bank July 1995 - June 1997
LaSalle Bank May 1993 - June 1995
Skills
Commercial Banking, Commercial Lending, Loans
Education
Roosevelt University
Finance
Wells Fargo Bank October 2004 - Present
Bank One September 1999 - 2004
National Bank of Canada July 1997 - August 1999
California United Bank July 1995 - June 1997
LaSalle Bank May 1993 - June 1995
Skills
Commercial Banking, Commercial Lending, Loans
Education
Roosevelt University
Finance
Muna Issa's California United Bank Experience June 2008 - Present
Job SVP / Director of Operations at California United Bank
Industry Banking
Experience
California United Bank June 2008 - Present
1st Century Bank, N.A. October 2006 - June 2008
Mercantile National Bank February 1990 - October 2006
Skills
Commercial Banking, Loans, Commercial Lending, Credit, Banking, Small Business Lending, Financial Risk, Risk Management
Education
Mount Saint Mary's College California 1998 — 2000
Bachelor's degree, Business Administration and Management, General
California United Bank June 2008 - Present
1st Century Bank, N.A. October 2006 - June 2008
Mercantile National Bank February 1990 - October 2006
Skills
Commercial Banking, Loans, Commercial Lending, Credit, Banking, Small Business Lending, Financial Risk, Risk Management
Education
Mount Saint Mary's College California 1998 — 2000
Bachelor's degree, Business Administration and Management, General
David Kohn's California United Bank Experience March 2006 - Present
Job Executive Vice President at California United Bank
Industry Banking
Experience
California United Bank March 2006 - Present
Mellon 1st Business Bank August 1996 - February 2006
Union Bank June 1993 - July 1996
First Interstate Bank August 1989 - May 1993
Skills
New Business Development, Credit Analysis, Account Management, Construction, Trucking, Loans, Mergers, Banking
Education
University of California, Santa Barbara 1984 — 1989
Bachelors, Business Economics
El Camino Real High School 1981 — 1984
California United Bank March 2006 - Present
Mellon 1st Business Bank August 1996 - February 2006
Union Bank June 1993 - July 1996
First Interstate Bank August 1989 - May 1993
Skills
New Business Development, Credit Analysis, Account Management, Construction, Trucking, Loans, Mergers, Banking
Education
University of California, Santa Barbara 1984 — 1989
Bachelors, Business Economics
El Camino Real High School 1981 — 1984
Peter Curtin, CPA's California United Bank Experience March 2006 - April 2013
Job Controller at Total Merchant Services
Industry Banking
Experience
Total Merchant Services April 2013 - Present
California United Bank March 2006 - April 2013
Spirent Communications July 2003 - March 2006
American Golf Corporation July 1997 - July 2003
Skills
Financial Analysis, Accounting, Financial Reporting, Cash Management, Financial Modeling, Banking, Internal Controls, Budgets, Corporate Finance, Sarbanes-Oxley Act, Auditing, Due Diligence, Mergers, Credit, Management, Process Improvement
Education
CSUN 1983 — 1989
Bachelor of Science (BS), Accounting
Total Merchant Services April 2013 - Present
California United Bank March 2006 - April 2013
Spirent Communications July 2003 - March 2006
American Golf Corporation July 1997 - July 2003
Skills
Financial Analysis, Accounting, Financial Reporting, Cash Management, Financial Modeling, Banking, Internal Controls, Budgets, Corporate Finance, Sarbanes-Oxley Act, Auditing, Due Diligence, Mergers, Credit, Management, Process Improvement
Education
CSUN 1983 — 1989
Bachelor of Science (BS), Accounting
Ben Farias's California United Bank Experience February 2006 - February 2007
Job Vice President, Compliance Officer at Citizens 1st Bank
Industry Banking
Experience
Citizens 1st Bank August 2014 - Present
California Business Bank November 2013 - August 2014
Wedbush Bank September 2011 - November 2013
Town & Country Bank January 2011 - September 2011
Deloitte August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank` February 2006 - February 2007
Banamex USA September 2000 - February 2006
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust August 1996 - June 1999
Skills
Banking, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Lending, Risk Management, Mortgage Lending, Compliance, Consumer Lending, Retail Banking, AML, Small Business Lending, Portfolio Management, Underwriting, Cash Management, Credit Risk, Loan Origination, Treasury Management, Financial Risk, Commercial Mortgages, Lines Of Credit, Operational Risk, Financial Institutions, Private Banking, Financial Services, KYC, Investments, Asset Based Lending, Mortgage Banking, OFAC, Relationship Management, Operational Risk..., Financial Structuring, Structured Finance, USA PATRIOT Act, SBA, Capital Markets, Internet Banking, Financial Analysis, Enterprise Risk..., Corporate Finance, Credit Cards, Finance, Securities, Trade Finance, Branch Management, Anti Money Laundering
Education
University of San Diego 1970 — 1974
BS, Business Administration
Citizens 1st Bank August 2014 - Present
California Business Bank November 2013 - August 2014
Wedbush Bank September 2011 - November 2013
Town & Country Bank January 2011 - September 2011
Deloitte August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank` February 2006 - February 2007
Banamex USA September 2000 - February 2006
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust August 1996 - June 1999
Skills
Banking, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Lending, Risk Management, Mortgage Lending, Compliance, Consumer Lending, Retail Banking, AML, Small Business Lending, Portfolio Management, Underwriting, Cash Management, Credit Risk, Loan Origination, Treasury Management, Financial Risk, Commercial Mortgages, Lines Of Credit, Operational Risk, Financial Institutions, Private Banking, Financial Services, KYC, Investments, Asset Based Lending, Mortgage Banking, OFAC, Relationship Management, Operational Risk..., Financial Structuring, Structured Finance, USA PATRIOT Act, SBA, Capital Markets, Internet Banking, Financial Analysis, Enterprise Risk..., Corporate Finance, Credit Cards, Finance, Securities, Trade Finance, Branch Management, Anti Money Laundering
Education
University of San Diego 1970 — 1974
BS, Business Administration
Anita Wolman's California United Bank Experience April 2005 - Present
Job Executive Vice President / General Counsel at California United Bank
Industry Banking
Experience
California United Bank` April 2005 - Present
California Commerce Bank (Citibank/Banamex USA) April 2002 - March 2005
CU Bancorp (California United Bank, Pacific Century Bank) May 1991 - January 2002
Rosen, Wachtell & Gilbert September 1976 - January 1991
Skills
Corporate Law, AML, Loans, Credit, KYC, Banking, Commercial Banking, Risk Management, Mergers & Acquisitions, Due Diligence, Commercial Lending, Bank Secrecy Act
Education
University of California, Los Angeles - School of Law 1973 — 1976
JD
University of California, Los Angeles 1969 — 1973
B.A., Political Science
California United Bank` April 2005 - Present
California Commerce Bank (Citibank/Banamex USA) April 2002 - March 2005
CU Bancorp (California United Bank, Pacific Century Bank) May 1991 - January 2002
Rosen, Wachtell & Gilbert September 1976 - January 1991
Skills
Corporate Law, AML, Loans, Credit, KYC, Banking, Commercial Banking, Risk Management, Mergers & Acquisitions, Due Diligence, Commercial Lending, Bank Secrecy Act
Education
University of California, Los Angeles - School of Law 1973 — 1976
JD
University of California, Los Angeles 1969 — 1973
B.A., Political Science
Kevin Mc Cabe's California United Bank Experience June 2013 - Present
Job Vice President, Administrative Officer at California United Bank
Industry Financial Services
Experience
California United Bank June 2013 - Present
Mc Cabe Inc. August 2011 - Present
LHA Lippert/Heilshorn May 2008 - August 2009
IndyMac Bank December 2000 - October 2007
Education
Seattle Pacific University
Bachelor's degree, Speech Communication and Rhetoric
UCLA Extension
Certificate, Personal Financial Planning
University of Southern California
Master's degree, Communication Management
California United Bank June 2013 - Present
Mc Cabe Inc. August 2011 - Present
LHA Lippert/Heilshorn May 2008 - August 2009
IndyMac Bank December 2000 - October 2007
Education
Seattle Pacific University
Bachelor's degree, Speech Communication and Rhetoric
UCLA Extension
Certificate, Personal Financial Planning
University of Southern California
Master's degree, Communication Management
Marie Kratochvil, MBA, CRCM's California United Bank Experience November 2014 - Present
Job Senior Vice President/Compliance at California United Bank
Industry Banking
Experience
California United Bank November 2014 - Present
1st Enterprise Bank August 2013 - Present
Chinatrust Bank USA March 2013 - August 2013
East West Bank (consulting work) 2012 - 2013
FDIC Federal Deposit Insurance Corporation 2009 - 2012
Bank of Santa Clarita 2004 - 2007
Valencia Bank & Trust 1999 - 2003
American Pacific State Bank 1998 - 1999
McGladrey& Pullen (now RSM McGladrey) 1995 - 1996
Office of the Comptroller of the Currency 1974 - 1995
Skills
Commercial Banking, Loans, Retail Banking, Commercial Lending, Financial Analysis, Small Business Lending, Consumer Lending, Trade Finance, Branch Banking, Financial Risk
Education
Creighton University
Master of Business Administration (MBA), Accounting and Finance
Loyola Marymount University, College of Business Administration
Bachelor of Business Administration (BBA), Finance, General
California United Bank November 2014 - Present
1st Enterprise Bank August 2013 - Present
Chinatrust Bank USA March 2013 - August 2013
East West Bank (consulting work) 2012 - 2013
FDIC Federal Deposit Insurance Corporation 2009 - 2012
Bank of Santa Clarita 2004 - 2007
Valencia Bank & Trust 1999 - 2003
American Pacific State Bank 1998 - 1999
McGladrey& Pullen (now RSM McGladrey) 1995 - 1996
Office of the Comptroller of the Currency 1974 - 1995
Skills
Commercial Banking, Loans, Retail Banking, Commercial Lending, Financial Analysis, Small Business Lending, Consumer Lending, Trade Finance, Branch Banking, Financial Risk
Education
Creighton University
Master of Business Administration (MBA), Accounting and Finance
Loyola Marymount University, College of Business Administration
Bachelor of Business Administration (BBA), Finance, General
Lynn Fernandez's California United Bank Experience May 2010 - March 2012
Job Vice President of Lending at Valley Economic Development Corporation
Industry Banking
Experience
Valley Economic Development Corporation October 2011 - Present
California United Bank` May 2010 - March 2012
First Data Corporation February 2005 - May 2006
FirsTier Bank 2002 - 2006
Education
University of Denver 1986 — 1990
BSBA, Finance
Valley Economic Development Corporation October 2011 - Present
California United Bank` May 2010 - March 2012
First Data Corporation February 2005 - May 2006
FirsTier Bank 2002 - 2006
Education
University of Denver 1986 — 1990
BSBA, Finance
Anton Malyshev's California United Bank Experience June 2013 - February 2014
Job Assistant Vice President at Nebo Capital
Industry Real Estate
Experience
Nebo Capital January 2014 - Present
California United Bank June 2013 - February 2014
California Republic Bank April 2011 - May 2013
PicJur December 2010 - December 2012
Journal of Business Entrepreneurship and the Law August 2009 - December 2010
City of Los Angeles May 2008 - August 2008
Suitcase Clinic January 2005 - June 2007
Skills
Financial Modeling, Credit, Banking, Real Estate, Financial Analysis, Underwriting, Corporate Finance, Due Diligence, Valuation, Legal Research, Commercial Lending, Real Estate Transactions, Commercial Banking, Mortgage Brokers, Real Estate Private..., Credit Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2011
JD/MBA
Pepperdine University School of Law 2007 — 2011
JDMBA, Law/Business
University of California, Berkeley 2003 — 2007
BA, Rhetoric
Nebo Capital January 2014 - Present
California United Bank June 2013 - February 2014
California Republic Bank April 2011 - May 2013
PicJur December 2010 - December 2012
Journal of Business Entrepreneurship and the Law August 2009 - December 2010
City of Los Angeles May 2008 - August 2008
Suitcase Clinic January 2005 - June 2007
Skills
Financial Modeling, Credit, Banking, Real Estate, Financial Analysis, Underwriting, Corporate Finance, Due Diligence, Valuation, Legal Research, Commercial Lending, Real Estate Transactions, Commercial Banking, Mortgage Brokers, Real Estate Private..., Credit Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2011
JD/MBA
Pepperdine University School of Law 2007 — 2011
JDMBA, Law/Business
University of California, Berkeley 2003 — 2007
BA, Rhetoric
William Phillips's California United Bank Experience March 2013 - Present
Job SVP California United Bank
Industry Banking
Experience
California United Bank March 2013 - Present
East West Bank October 2011 - March 2013
Comerica Bank March 2000 - October 2011
California United Bank June 1993 - February 2000
Skills
Loans, Treasury Management, Cash Management, Commercial Banking, Banking, Asset Based Lending, Middle Market, Commercial Lending, Cash Flow, Credit, Small Business Lending, Credit Analysis, Cash Flow Lending, Portfolio Management, Capital Markets, Mortgage Lending
Education
Chapman University, The George L. Argyros School of Business and Economics 1987 — 1991
BS of Business Administration, Economics
Palos Verdes High School 1983 — 1987
California United Bank March 2013 - Present
East West Bank October 2011 - March 2013
Comerica Bank March 2000 - October 2011
California United Bank June 1993 - February 2000
Skills
Loans, Treasury Management, Cash Management, Commercial Banking, Banking, Asset Based Lending, Middle Market, Commercial Lending, Cash Flow, Credit, Small Business Lending, Credit Analysis, Cash Flow Lending, Portfolio Management, Capital Markets, Mortgage Lending
Education
Chapman University, The George L. Argyros School of Business and Economics 1987 — 1991
BS of Business Administration, Economics
Palos Verdes High School 1983 — 1987
Jason DiLuigi's California United Bank Experience August 2012 - March 2014
Job Vice President / Corporate Banking at Commercial Bank of California
Industry Banking
Experience
Commercial Bank of California April 2014 - Present
California United Bank August 2012 - March 2014
Premier Commercial Bank October 2005 - July 2012
Skills
Banking, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Loans, Investments, Small Business Lending, Customer Service, Microsoft Word
Education
University of California, Riverside 1993 — 1997
Bachelor of Science (B.S.), Business Economics
Esperanza High School 1989 — 1992
Commercial Bank of California April 2014 - Present
California United Bank August 2012 - March 2014
Premier Commercial Bank October 2005 - July 2012
Skills
Banking, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Loans, Investments, Small Business Lending, Customer Service, Microsoft Word
Education
University of California, Riverside 1993 — 1997
Bachelor of Science (B.S.), Business Economics
Esperanza High School 1989 — 1992
Ben Farias's California United Bank Experience February 2006 - February 2007
Job Vice President, ComplianceRisk Management Officer at Town & Country Bank
Industry Banking
Experience
Town & Country Bank January 2011 - Present
Deloitte and Touche LLP August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank February 2006 - February 2007
California Commerce Bank 2000 - 2006
Washington Mutual FSB September 2001 - May 2002
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust 1996 - 1999
Sanwa Bank California May 1997 - May 1998
California State Banking Department 1980 - 1996
Education
University of San Diego 1970 — 1974
BS, Business Administration
Mater Dei High School 1966 — 1970
Town & Country Bank January 2011 - Present
Deloitte and Touche LLP August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank February 2006 - February 2007
California Commerce Bank 2000 - 2006
Washington Mutual FSB September 2001 - May 2002
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust 1996 - 1999
Sanwa Bank California May 1997 - May 1998
California State Banking Department 1980 - 1996
Education
University of San Diego 1970 — 1974
BS, Business Administration
Mater Dei High School 1966 — 1970
Mia Lee's California United Bank Experience November 2010 - Present
Job Senior Vice President at California United Bank
Industry Banking
Experience
California United Bank November 2010 - Present
OneWest Bank April 2009 - November 2010
Indymac Bank November 2000 - March 2009
Trust Company of the West September 1992 - October 2000
Skills
Bank Secrecy Act, AML, Compliance, Banking, Operational Risk..., Enterprise Risk..., Credit, Risk Management, Mortgage Lending, Fraud, Investments, USA PATRIOT Act, Financial Risk, OFAC, KYC, Operational Risk, Loans, Governance, Commercial Banking, Anti Money Laundering, Financial Services, Securities, Commercial Lending
Education
University of Southern California
California United Bank November 2010 - Present
OneWest Bank April 2009 - November 2010
Indymac Bank November 2000 - March 2009
Trust Company of the West September 1992 - October 2000
Skills
Bank Secrecy Act, AML, Compliance, Banking, Operational Risk..., Enterprise Risk..., Credit, Risk Management, Mortgage Lending, Fraud, Investments, USA PATRIOT Act, Financial Risk, OFAC, KYC, Operational Risk, Loans, Governance, Commercial Banking, Anti Money Laundering, Financial Services, Securities, Commercial Lending
Education
University of Southern California
Art Nobles's California United Bank Experience June 1999 - June 2002
Job Vice President and Commercial Loan Officer, Bank of Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha Bank April 2015 - Present
ANB Bank August 2007 - March 2015
Bank of the West May 2006 - August 2007
Small Business Loan Source March 2005 - April 2006
Premier Bank January 2003 - March 2005
U.S. Bank July 2002 - January 2003
California United Bank June 1999 - June 2002
Commercial Banks May 1987 - August 1999
Skills
Member of the Colorado..., Memeber of the..., Member Federal NMLS..., Microsoft Office, New Business Development, Credit, Team Building, Coaching, Customer Service, Leadership, Portfolio Management, Loans, Strategic Planning, Banking, Commercial Banking, Microsoft Excel
Education
Loyola Law School, Los Angeles 1989 — 1993
Juris Doctor (J.D.)
Pacific Coast Banking School
Brigham Young University 1984 — 1985
Master's Degree, Business/Managerial Economics
Brigham Young University
Bachelor's Degree, Economics
Mutual of Omaha Bank April 2015 - Present
ANB Bank August 2007 - March 2015
Bank of the West May 2006 - August 2007
Small Business Loan Source March 2005 - April 2006
Premier Bank January 2003 - March 2005
U.S. Bank July 2002 - January 2003
California United Bank June 1999 - June 2002
Commercial Banks May 1987 - August 1999
Skills
Member of the Colorado..., Memeber of the..., Member Federal NMLS..., Microsoft Office, New Business Development, Credit, Team Building, Coaching, Customer Service, Leadership, Portfolio Management, Loans, Strategic Planning, Banking, Commercial Banking, Microsoft Excel
Education
Loyola Law School, Los Angeles 1989 — 1993
Juris Doctor (J.D.)
Pacific Coast Banking School
Brigham Young University 1984 — 1985
Master's Degree, Business/Managerial Economics
Brigham Young University
Bachelor's Degree, Economics
Sotheary Moeung's California United Bank Experience September 2012 - Present
Job Administrative Assistant at 1st Enterprise Bank
Industry Banking
Experience
California United Bank September 2012 - Present
Parker Hannifin May 2012 - August 2012
Rubbercraft April 2012 - May 2012
SuperMedia LLC April 2007 - October 2010
LandAmerica Default Services December 2003 - June 2006
Newport Auto Center June 2001 - June 2003
Skills
Salesforce.com, Recruiting, Sales, CRM, Customer Service, Lead Generation, Social Media Marketing, Employee Benefits, Human Resources, Cold Calling, Interviews, Administrative..., Sales Management, Customer Retention, Online Advertising, Account Management, Employee Relations, Training, Temporary Placement, Social Networking, Direct Sales, Selling, Sales Presentations
Education
University of California, Irvine 1998 — 2003
Bachelors in Social Science
California United Bank September 2012 - Present
Parker Hannifin May 2012 - August 2012
Rubbercraft April 2012 - May 2012
SuperMedia LLC April 2007 - October 2010
LandAmerica Default Services December 2003 - June 2006
Newport Auto Center June 2001 - June 2003
Skills
Salesforce.com, Recruiting, Sales, CRM, Customer Service, Lead Generation, Social Media Marketing, Employee Benefits, Human Resources, Cold Calling, Interviews, Administrative..., Sales Management, Customer Retention, Online Advertising, Account Management, Employee Relations, Training, Temporary Placement, Social Networking, Direct Sales, Selling, Sales Presentations
Education
University of California, Irvine 1998 — 2003
Bachelors in Social Science
Seth Drootin's California United Bank Experience April 2015 - Present
Job Relationship Manager at California United Bank
Industry Banking
Experience
California United Bank April 2015 - Present
Wells Fargo July 2009 - April 2015
Skills
Commercial Lending, Banking, Credit, Credit Analysis, Small Business Lending, Loans, Portfolio Management, Financial Analysis, Sales, Management
Education
University of California, Los Angeles 2005 — 2007
BS, Business Economics
California United Bank April 2015 - Present
Wells Fargo July 2009 - April 2015
Skills
Commercial Lending, Banking, Credit, Credit Analysis, Small Business Lending, Loans, Portfolio Management, Financial Analysis, Sales, Management
Education
University of California, Los Angeles 2005 — 2007
BS, Business Economics
Doug Goddard's California United Bank Experience 1994 - 1997
Job CFO BBCN Bank
Industry Banking
Experience
BBCN 2011 - Present
Center Bank 2010 - 2011
First Federal Bank of California 1997 - 2009
California united Bank 1994 - 1997
Community Bank 1987 - 1990
security pacific bank 1984 - 1987
avery dennison 1980 - 1984
Education
Claremont McKenna College
Accounting/ Economics
BBCN 2011 - Present
Center Bank 2010 - 2011
First Federal Bank of California 1997 - 2009
California united Bank 1994 - 1997
Community Bank 1987 - 1990
security pacific bank 1984 - 1987
avery dennison 1980 - 1984
Education
Claremont McKenna College
Accounting/ Economics
Michael Magcase's California United Bank Experience October 2012 - January 2015
Job Commercial Credit Analyst
Industry Automotive
Experience
VW Credit, Inc. January 2015 - Present
California United Bank October 2012 - January 2015
California United Bank September 2011 - September 2012
CEB ABL Audit Group May 2011 - September 2011
Loyola Marymount University Career Development Services January 2009 - May 2010
Education
Loyola Marymount University 2007 — 2010
Bachelor of Business Administration, Marketing
Loyola High School
VW Credit, Inc. January 2015 - Present
California United Bank October 2012 - January 2015
California United Bank September 2011 - September 2012
CEB ABL Audit Group May 2011 - September 2011
Loyola Marymount University Career Development Services January 2009 - May 2010
Education
Loyola Marymount University 2007 — 2010
Bachelor of Business Administration, Marketing
Loyola High School
Michelle Skinner's California United Bank Experience November 1996 - December 1998
Job Experienced Finance Professional
Industry Insurance
Experience
Farmers Insurance July 2013 - Present
Nestle August 2005 - July 2013
Nestle December 1998 - August 2005
California United Bank November 1996 - December 1998
US Army Corps of Engineers July 1991 - August 1994
Skills
Essbase, SAP, Cost Accounting, Variance Analysis, Financial Analysis, Forecasting, Financial Reporting, Corporate Finance, Income Statement, Accounting, Finance, Hyperion Enterprise, Financial Statements, Account Reconciliation, Investments, Managerial Finance, Budgets, Sarbanes-Oxley Act, Strategic Financial...
Education
University of California, San Diego
Bachelor's degree, Economics
University of Michigan - Stephen M. Ross School of Business
MBA
Farmers Insurance July 2013 - Present
Nestle August 2005 - July 2013
Nestle December 1998 - August 2005
California United Bank November 1996 - December 1998
US Army Corps of Engineers July 1991 - August 1994
Skills
Essbase, SAP, Cost Accounting, Variance Analysis, Financial Analysis, Forecasting, Financial Reporting, Corporate Finance, Income Statement, Accounting, Finance, Hyperion Enterprise, Financial Statements, Account Reconciliation, Investments, Managerial Finance, Budgets, Sarbanes-Oxley Act, Strategic Financial...
Education
University of California, San Diego
Bachelor's degree, Economics
University of Michigan - Stephen M. Ross School of Business
MBA
Scott Lundberg's California United Bank Experience June 2014 - Present
Job Relationship Manager at California United Bank
Industry Banking
Experience
California United Bank June 2014 - Present
East West Bank June 2010 - June 2014
East West Bank February 2008 - June 2010
East West Bank June 2004 - January 2008
Skills
Commercial Lending, Loans, Credit, Banking, Commercial Banking, Portfolio Management, Cash Management, Small Business Lending, Mortgage Lending, Loan Origination, Credit Analysis, Credit Risk, Commercial Mortgages, Lines Of Credit, Finance
Education
California State University-San Bernardino 2000 — 2004
Finance and Management, Finance
Apple Valley High School 1996 — 1999
California United Bank June 2014 - Present
East West Bank June 2010 - June 2014
East West Bank February 2008 - June 2010
East West Bank June 2004 - January 2008
Skills
Commercial Lending, Loans, Credit, Banking, Commercial Banking, Portfolio Management, Cash Management, Small Business Lending, Mortgage Lending, Loan Origination, Credit Analysis, Credit Risk, Commercial Mortgages, Lines Of Credit, Finance
Education
California State University-San Bernardino 2000 — 2004
Finance and Management, Finance
Apple Valley High School 1996 — 1999
Dan Palmquist's California United Bank Experience June 2010 - April 2013
Job Vice President of Sales at FSSI Outsourced Document Print/Mail Solutions
Industry Printing
Experience
FSSI - Financial Statement Services Inc. April 2013 - Present
California United Bank June 2010 - April 2013
Partners Bank of California March 2009 - June 2010
Wachovia Bank March 2008 - March 2009
Commerce National Bank June 2005 - March 2008
US Bank February 2001 - June 2005
Wells Fargo Bank February 1997 - January 2000
Skills
Finance, Leadership, Business Development, Consumer Lending, Portfolio Management, Sales, New Business Development, Banking, Small Business Lending, Mergers & Acquisitions, Digital Printing, Inkjet, Direct Marketing, Sales Management, Managed Print Services
Education
University of California, Irvine 1990 — 1994
BS, Psychology
La Salle High School 1986 — 1990
FSSI - Financial Statement Services Inc. April 2013 - Present
California United Bank June 2010 - April 2013
Partners Bank of California March 2009 - June 2010
Wachovia Bank March 2008 - March 2009
Commerce National Bank June 2005 - March 2008
US Bank February 2001 - June 2005
Wells Fargo Bank February 1997 - January 2000
Skills
Finance, Leadership, Business Development, Consumer Lending, Portfolio Management, Sales, New Business Development, Banking, Small Business Lending, Mergers & Acquisitions, Digital Printing, Inkjet, Direct Marketing, Sales Management, Managed Print Services
Education
University of California, Irvine 1990 — 1994
BS, Psychology
La Salle High School 1986 — 1990
John Gordin's California United Bank Experience November 2011 - Present
Job Senior Vice President and Manager of the Specialty Real Estate Group at CALIFORNIA UNITED BANK
Industry Banking
Experience
CALIFORNIA UNITED BANK November 2011 - Present
First Security Business Bank August 1991 - November 2011
Skills
Commercial Real Estate..., Underwrite Commercial..., Cash out commercial..., Commercial Lending, Commercial Mortgages, Small Business Lending, Bank Secrecy Act
Education
California State University-Long Beach 1969 — 1971
Bachelor of Science, Marketing
Cerritos College
CALIFORNIA UNITED BANK November 2011 - Present
First Security Business Bank August 1991 - November 2011
Skills
Commercial Real Estate..., Underwrite Commercial..., Cash out commercial..., Commercial Lending, Commercial Mortgages, Small Business Lending, Bank Secrecy Act
Education
California State University-Long Beach 1969 — 1971
Bachelor of Science, Marketing
Cerritos College
Denis Weber's California United Bank Experience May 2009 - Present
Job SVP California United Bank
Industry Banking
Experience
California United Bank` May 2009 - Present
Ventura County Business Bank October 2005 - March 2009
City National Bank April 1996 - October 2005
First Interstate Bank November 1992 - March 1996
Security Pacific Bank September 1985 - June 1992
Skills
Commercial Banking, Banking, Credit, Loans, Branch Banking, City Government, Mayor of Agoura Hills, Local Government, Commercial Lending, Portfolio Management, Asset Based Lending, Small Business Lending, Mortgage Lending, Cash Management, New Business Development, Credit Analysis, Retail Banking, Underwriting, Private Banking, Relationship Management, Loan Origination, Financial Risk, Strategic Financial..., Treasury Management, Lines Of Credit, Credit Risk
Education
Southern Methodist University 1981 — 1983
Graduate School of Banking, Banking
California United Bank` May 2009 - Present
Ventura County Business Bank October 2005 - March 2009
City National Bank April 1996 - October 2005
First Interstate Bank November 1992 - March 1996
Security Pacific Bank September 1985 - June 1992
Skills
Commercial Banking, Banking, Credit, Loans, Branch Banking, City Government, Mayor of Agoura Hills, Local Government, Commercial Lending, Portfolio Management, Asset Based Lending, Small Business Lending, Mortgage Lending, Cash Management, New Business Development, Credit Analysis, Retail Banking, Underwriting, Private Banking, Relationship Management, Loan Origination, Financial Risk, Strategic Financial..., Treasury Management, Lines Of Credit, Credit Risk
Education
Southern Methodist University 1981 — 1983
Graduate School of Banking, Banking
Jim Salin's California United Bank Experience June 1984 - November 1989
Job First Vice President at Community Bank
Industry Banking
Experience
Community Bank September 2015 - Present
Pacific Western Bank October 2001 - September 2015
Charter Pacific Bank May 1994 - October 2001
Industrial Bank November 1989 - May 1994
California United Bank June 1984 - November 1989
Metrobank April 1980 - June 1984
Union Bank June 1974 - September 1980
Union Bank of California 1968 - 1974
Skills
Accounts Receivable..., Inventory Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Portfolio Management, Mergers, Loan Origination, Mortgage Lending, Credit Risk, Real Estate, Asset Managment, Bridge Loans, Mergers & Acquisitions, Customer Satisfaction, Business Development, Investment Properties, Customer Retention, Bank Operations, Finance, Commercial Lending, Loans, Credit
Education
Stanford Graduate School of Business 1996 — 1998
Executive Degree, Finance
Brigham Young University 1962 — 1968
BS, Finance
Community Bank September 2015 - Present
Pacific Western Bank October 2001 - September 2015
Charter Pacific Bank May 1994 - October 2001
Industrial Bank November 1989 - May 1994
California United Bank June 1984 - November 1989
Metrobank April 1980 - June 1984
Union Bank June 1974 - September 1980
Union Bank of California 1968 - 1974
Skills
Accounts Receivable..., Inventory Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Portfolio Management, Mergers, Loan Origination, Mortgage Lending, Credit Risk, Real Estate, Asset Managment, Bridge Loans, Mergers & Acquisitions, Customer Satisfaction, Business Development, Investment Properties, Customer Retention, Bank Operations, Finance, Commercial Lending, Loans, Credit
Education
Stanford Graduate School of Business 1996 — 1998
Executive Degree, Finance
Brigham Young University 1962 — 1968
BS, Finance
Dianna Traylor's California United Bank Experience January 2011 - Present
Job AVP at California United Bank`
Industry Banking
Experience
California United Bank` January 2011 - Present
California Oaks State Bank January 2003 - December 2010
Skills
Banking, Financial Reporting, Accounting, Customer Relations
Education
Los Angeles Pierce College 1982 — 1985
Associate's degree, Accounting
California United Bank` January 2011 - Present
California Oaks State Bank January 2003 - December 2010
Skills
Banking, Financial Reporting, Accounting, Customer Relations
Education
Los Angeles Pierce College 1982 — 1985
Associate's degree, Accounting
Saxon Knauss's California United Bank Experience August 2011 - Present
Job VP, Commercial Portfolio Manager at California United Bank`
Industry Banking
Experience
California United Bank` August 2011 - Present
Santa Barbara Bank & Trust March 2010 - August 2011
Santa Barbara Bank & Trust March 2009 - March 2010
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Finance
California State University Channel Islands 2004 — 2006
B.S., Business
California United Bank` August 2011 - Present
Santa Barbara Bank & Trust March 2010 - August 2011
Santa Barbara Bank & Trust March 2009 - March 2010
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Finance
California State University Channel Islands 2004 — 2006
B.S., Business
Stephanie Segreto's California United Bank Experience August 2012 - Present
Job Relationship Business Associate at California United Bank`
Industry Commercial Real Estate
Experience
California United Bank` August 2012 - Present
Premier Commercial August 2008 - September 2012
Skills
Commercial Banking, Banking, Customer Service, Commercial Lending, Loans, Portfolio Management, Small Business Lending
Education
Fullerton College 2005 — 2008
California United Bank` August 2012 - Present
Premier Commercial August 2008 - September 2012
Skills
Commercial Banking, Banking, Customer Service, Commercial Lending, Loans, Portfolio Management, Small Business Lending
Education
Fullerton College 2005 — 2008
Gohar Keheyan's California United Bank Experience 1987 - 1994
Job Note Department Specialist
Industry Banking
Experience
Community Bank August 2013 - June 2014
California Business Bank January 2012 - July 2013
First Commerce Bank December 2009 - June 2011
First Commerce Bank August 2007 - December 2009
Mercantile National Bank 2004 - 2007
Pacific Century Bank 1996 - 2001
California United Bank 1987 - 1994
Skills
Banking
Education
Los Angeles Valley College 2004 — 2005
Associate in Arts, Liberal Arts and Sciences
Community Bank August 2013 - June 2014
California Business Bank January 2012 - July 2013
First Commerce Bank December 2009 - June 2011
First Commerce Bank August 2007 - December 2009
Mercantile National Bank 2004 - 2007
Pacific Century Bank 1996 - 2001
California United Bank 1987 - 1994
Skills
Banking
Education
Los Angeles Valley College 2004 — 2005
Associate in Arts, Liberal Arts and Sciences
Christine Kordik's California United Bank Experience June 2010 - Present
Job Banking Professional
Industry
Experience
California United Bank June 2010 - Present
Wachovia Bank July 2007 - November 2009
Skills
Credit, Deposits, Loans, Banking, Risk Management, Commercial Banking, Portfolio Management, Credit Analysis
Education
Orange Coast College
Associates, Fine Arts
California United Bank June 2010 - Present
Wachovia Bank July 2007 - November 2009
Skills
Credit, Deposits, Loans, Banking, Risk Management, Commercial Banking, Portfolio Management, Credit Analysis
Education
Orange Coast College
Associates, Fine Arts
Pamela Scott-Belinfante's California United Bank Experience May 1996 - September 1998
Job Real Estate Paralegal @ Wasserman, Comden, Cassleman & Esensten
Industry Law Practice
Experience
Wasserman, Comden, Casselman & Esensten, L.L.P. December 2008 - Present
Premier Funding 2001 - 2008
California United Bank May 1996 - September 1998
Modigliani, Inc January 1989 - January 1995
Kaye, Scholer, Fierman, Hays & Handler January 1986 - January 1989
Riordan & McKinzie 1984 - 1985
Skills
Legal Writing, Corporate Law, Due Diligence, Legal Assistance, Real Estate, Mergers & Acquisitions, Management, Trusts, Trademarks, Legal Research, Leadership, Litigation, Outlook, Document Review, Customer Service, Project Management
Education
UCLA
BA, History
UCLA Paralegal School
Paralegal Certificate
Wasserman, Comden, Casselman & Esensten, L.L.P. December 2008 - Present
Premier Funding 2001 - 2008
California United Bank May 1996 - September 1998
Modigliani, Inc January 1989 - January 1995
Kaye, Scholer, Fierman, Hays & Handler January 1986 - January 1989
Riordan & McKinzie 1984 - 1985
Skills
Legal Writing, Corporate Law, Due Diligence, Legal Assistance, Real Estate, Mergers & Acquisitions, Management, Trusts, Trademarks, Legal Research, Leadership, Litigation, Outlook, Document Review, Customer Service, Project Management
Education
UCLA
BA, History
UCLA Paralegal School
Paralegal Certificate
Joseph Sh's California United Bank Experience September 2009 - Present
Job Relationship Business Associate at California United Bank`
Industry Banking
Experience
California United Bank` September 2009 - Present
Education
Loyola University Chicago 2006 — 2009
B.S., Economics, Finance
California United Bank` September 2009 - Present
Education
Loyola University Chicago 2006 — 2009
B.S., Economics, Finance
Stephanie Juneau's California United Bank Experience July 2010 - July 2011
Job CFO at Cal Premium Treats, Inc.
Industry Banking
Experience
Cal Premium Treats, Inc. September 2014 - Present
Newport Private Bank, a division of San Diego Private Bank January 2013 - Present
CommerceWest Bank July 2011 - January 2013
California United Bank` July 2010 - July 2011
CommerceWest Bank 2008 - 2010
Cal National BankO 2006 - 2008
U.S. Bank 2003 - 2005
Wells Fargo 1996 - 2005
Wells Fargo 1994 - 1996
Skills
Risk Management, Marketing, Customer Service, Team Building, Portfolio Management, Commercial Mortgages, Asset Based Lending, Microsoft Office, Credit Risk, New Business Development, Credit, Underwriting, Cash Management, Treasury Management, Financial Risk, Mortgage Lending, Loan Origination, Consumer Lending
Education
College of St. Catherine 1985 — 1990
Bachelor of Arts (B.A.), International Business and Economics
American University of Paris 1988 — 1989
Cal Premium Treats, Inc. September 2014 - Present
Newport Private Bank, a division of San Diego Private Bank January 2013 - Present
CommerceWest Bank July 2011 - January 2013
California United Bank` July 2010 - July 2011
CommerceWest Bank 2008 - 2010
Cal National BankO 2006 - 2008
U.S. Bank 2003 - 2005
Wells Fargo 1996 - 2005
Wells Fargo 1994 - 1996
Skills
Risk Management, Marketing, Customer Service, Team Building, Portfolio Management, Commercial Mortgages, Asset Based Lending, Microsoft Office, Credit Risk, New Business Development, Credit, Underwriting, Cash Management, Treasury Management, Financial Risk, Mortgage Lending, Loan Origination, Consumer Lending
Education
College of St. Catherine 1985 — 1990
Bachelor of Arts (B.A.), International Business and Economics
American University of Paris 1988 — 1989
Janet Radford's California United Bank Experience December 2014 - Present
Job Assistant Controller at California United Bank
Industry Banking
Experience
California United Bank December 2014 - Present
1st Enterprise Bank 2007 - 2014
Skills
Financial Analysis, Commercial Banking, Cash Management, Accounting, Sarbanes-Oxley Act, Banking, Managerial Finance, Small Business Lending, Treasury Management, Finance, Credit, Financial Risk, Credit Analysis, Mergers & Acquisitions
Education
California Lutheran University
MBA
UC Santa Barbara
BA
California United Bank December 2014 - Present
1st Enterprise Bank 2007 - 2014
Skills
Financial Analysis, Commercial Banking, Cash Management, Accounting, Sarbanes-Oxley Act, Banking, Managerial Finance, Small Business Lending, Treasury Management, Finance, Credit, Financial Risk, Credit Analysis, Mergers & Acquisitions
Education
California Lutheran University
MBA
UC Santa Barbara
BA
Robert Dennen's California United Bank Experience Senior Vice President & Chief Financial OfficerPacific Crest CapitalSeptember 1985 - September 2004
Job Senior Vice President Chief Accounting Officer & Treasurer at California United Bank`
Industry Banking
Experience
California United Bank` Senior Vice President & Chief Financial OfficerPacific Crest CapitalSeptember 1985 - September 2004
Education
California State University-Fullerton 1977 — 1979
Accounting, Economics
California United Bank` Senior Vice President & Chief Financial OfficerPacific Crest CapitalSeptember 1985 - September 2004
Education
California State University-Fullerton 1977 — 1979
Accounting, Economics
Helen Jung's California United Bank Experience May 2014 - Present
Job AVP & SBA Relationship Manager at California United Bank
Industry Banking
Experience
California United Bank May 2014 - Present
Umpqua Bank March 2013 - April 2014
AmericanWest Bank September 2004 - March 2013
Wilshire State Bank 2003 - 2004
Saehan Bank 2002 - 2003
Skills
Loans, Small Business Lending, Credit, Banking, Microsoft Office, Microsoft Excel, Loan Servicing, Refinance, SBA, Commercial Lending, Finance, Construction Loans, Credit Analysis, Mortgage Lending, Underwriting
Education
Pace University 2013 — 2016
Emphasis in Accounting with a minor in Internal Auditing
Coastline Community College 2009 — 2012
Associate's degree, Business Administration and Management, General
California United Bank May 2014 - Present
Umpqua Bank March 2013 - April 2014
AmericanWest Bank September 2004 - March 2013
Wilshire State Bank 2003 - 2004
Saehan Bank 2002 - 2003
Skills
Loans, Small Business Lending, Credit, Banking, Microsoft Office, Microsoft Excel, Loan Servicing, Refinance, SBA, Commercial Lending, Finance, Construction Loans, Credit Analysis, Mortgage Lending, Underwriting
Education
Pace University 2013 — 2016
Emphasis in Accounting with a minor in Internal Auditing
Coastline Community College 2009 — 2012
Associate's degree, Business Administration and Management, General
Anne Williams's California United Bank Experience July 1992 - February 1999
Job
Industry Banking
Experience
US Bank November 1999 - October 2004
Santa Monica Bank February 1999 - November 1999
California United Bank` July 1992 - February 1999
Education
Mount Holyoke College
BA, French Studies
US Bank November 1999 - October 2004
Santa Monica Bank February 1999 - November 1999
California United Bank` July 1992 - February 1999
Education
Mount Holyoke College
BA, French Studies
Aileen Garrigues's California United Bank Experience 2007 - Present
Job SVP, Private Banker at California United Bank`
Industry Banking
Experience
California United Bank` 2007 - Present
US Bank 2000 - 2007
Union Bank October 1988 - December 1999
CIGNA 1983 - 1988
Skills
Investments, Private Banking, Banking, Commercial Banking, Financial Analysis, Commercial Lending, Strategic Financial..., Cash Management, Credit, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Team Management, Department Budgeting, Strategic Partnerships, Communication Skills, Manage Client..., Collaborative Problem..., Team Leadership, Sales
Education
Oklahoma City University MBA
MBA
University of New Hampshire
Bachelor of Arts (BA), Political Science, Psychology
Skidmore College
Coursework
California United Bank` 2007 - Present
US Bank 2000 - 2007
Union Bank October 1988 - December 1999
CIGNA 1983 - 1988
Skills
Investments, Private Banking, Banking, Commercial Banking, Financial Analysis, Commercial Lending, Strategic Financial..., Cash Management, Credit, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Team Management, Department Budgeting, Strategic Partnerships, Communication Skills, Manage Client..., Collaborative Problem..., Team Leadership, Sales
Education
Oklahoma City University MBA
MBA
University of New Hampshire
Bachelor of Arts (BA), Political Science, Psychology
Skidmore College
Coursework
Cristina Dubois's California United Bank Experience June 2005 - Present
Job Vice President / Credit Support Manager at California United Bank`
Industry Banking
Experience
California United Bank` June 2005 - Present
Education
University of La Verne
Bachelor's degree, Business Administration and Management, General, 3.8
California United Bank` June 2005 - Present
Education
University of La Verne
Bachelor's degree, Business Administration and Management, General, 3.8
YOLANDA ORTIZ's California United Bank Experience January 2011 - November 2012
Job Compliance and Risk Consultant
Industry Banking
Experience
Bank of Manhattan N.A. March 2013 - June 2015
BANK OF MANHATTAN, N.A. August 2012 - March 2013
California United Bank` January 2011 - November 2012
California Oaks State Bank June 2010 - December 2011
Hutchinson and Bloodgood LLP June 2006 - March 2010
Skills
Regulatory Compliance, Risk Management, Banking, Internal Controls, Operational Risk, AML, Bank Secrecy Act, Fraud, Due Diligence, Internal Audit, Risk Analysis, Financial Audits, SOX Testing
Education
University of Phoenix 2003 — 2006
BS, BUSINESS ADMINISTRATION
Bank of Manhattan N.A. March 2013 - June 2015
BANK OF MANHATTAN, N.A. August 2012 - March 2013
California United Bank` January 2011 - November 2012
California Oaks State Bank June 2010 - December 2011
Hutchinson and Bloodgood LLP June 2006 - March 2010
Skills
Regulatory Compliance, Risk Management, Banking, Internal Controls, Operational Risk, AML, Bank Secrecy Act, Fraud, Due Diligence, Internal Audit, Risk Analysis, Financial Audits, SOX Testing
Education
University of Phoenix 2003 — 2006
BS, BUSINESS ADMINISTRATION
Heike Jacoby's California United Bank Experience May 2011 - September 2013
Job Fed Ex Team member
Industry Consumer Services
Experience
California United Bank` May 2011 - September 2013
Skills
Credit, Commercial Banking, Retail Banking, Cash Management, Customer Service, Branch Banking, Technical Support
Education
Moorpark College
Associate of Arts (AA)
California United Bank` May 2011 - September 2013
Skills
Credit, Commercial Banking, Retail Banking, Cash Management, Customer Service, Branch Banking, Technical Support
Education
Moorpark College
Associate of Arts (AA)
Rowena Credo's California United Bank Experience October 2012 - Present
Job Senior Collateral Analyst at California United Bank
Industry Financial Services
Experience
California United Bank October 2012 - Present
Bank of America Merrill Lynch October 1999 - Present
Greyrock Capital August 1998 - April 2000
Skills
Asset Based Lending, Commercial Banking, Commercial Lending, Portfolio Management, Banking, Financial Services
Education
Chabot College
Associate's degree, Business Managment
City College of San Francisco
California United Bank October 2012 - Present
Bank of America Merrill Lynch October 1999 - Present
Greyrock Capital August 1998 - April 2000
Skills
Asset Based Lending, Commercial Banking, Commercial Lending, Portfolio Management, Banking, Financial Services
Education
Chabot College
Associate's degree, Business Managment
City College of San Francisco
April O'Connell's California United Bank Experience October 2008 - Present
Job AVP, Operations Support Manager at California United Bank`
Industry Banking
Experience
California United Bank` October 2008 - Present
Skills
Commercial Banking, Bank Secrecy Act, Banking, Operating Systems, Customer Service, Operations Management, Employee Training, Certifications, Management, Operational Risk, Private Banking, AML, Cash Management, Fraud, Risk Management, OFAC, USA PATRIOT Act, Fraud Detection, Compliance, Internal Audit, General Ledger, Human Resources, Internet Banking, Lockbox, Collections, Regulations, Procedure Development, Procedure Manuals, Operational Support, Financial Analysis, System Conversion, Mergers & Acquisitions, Treasury Services, Branch Administration, Branch Operation, Teller Operations, Policy, Account Management, Foreign Currency..., Suspicious Activity..., Anti Money Laundering, Information Security, Leadership Development, Educational Leadership, Business Development, Critical Thinking, Communication Skills, Organization
Education
Los Angeles Valley College 2006 — 2014
General, Criminal Justice and Corrections
Pierce College 2009 — 2011
General, Criminal Justice and Corrections
California United Bank` October 2008 - Present
Skills
Commercial Banking, Bank Secrecy Act, Banking, Operating Systems, Customer Service, Operations Management, Employee Training, Certifications, Management, Operational Risk, Private Banking, AML, Cash Management, Fraud, Risk Management, OFAC, USA PATRIOT Act, Fraud Detection, Compliance, Internal Audit, General Ledger, Human Resources, Internet Banking, Lockbox, Collections, Regulations, Procedure Development, Procedure Manuals, Operational Support, Financial Analysis, System Conversion, Mergers & Acquisitions, Treasury Services, Branch Administration, Branch Operation, Teller Operations, Policy, Account Management, Foreign Currency..., Suspicious Activity..., Anti Money Laundering, Information Security, Leadership Development, Educational Leadership, Business Development, Critical Thinking, Communication Skills, Organization
Education
Los Angeles Valley College 2006 — 2014
General, Criminal Justice and Corrections
Pierce College 2009 — 2011
General, Criminal Justice and Corrections
Steve Corona's California United Bank Experience 2012 - Present
Job Vice President/Relationship Manager at California United Bank
Industry Banking
Experience
California United Bank 2012 - Present
Skills
Credit, Loans, Banking, Commercial Lending, Commercial Banking
Education
California State University-Fullerton
Bachelor's degree, Marketing/Finance
California United Bank 2012 - Present
Skills
Credit, Loans, Banking, Commercial Lending, Commercial Banking
Education
California State University-Fullerton
Bachelor's degree, Marketing/Finance