CapitalSource Bank
Founded: 2008 Parent organization: CapitalSourceFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCapital Source Finance LLCWebsiteDirections Saved (0) Saved Save Loan agency in New York City, New York Address: 640 5th Ave, New York, NY 10019 Phone: (212) 321-7200Hours: Place name: Website: Category: : : : : : : Website: https://www.capitalsource.com/ 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. 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 Capital Source Finance LLC Posting publicly on the Web Write a review Reviews Be the first to review
CapitalSource Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CapitalSource Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CapitalSource Bank Employees
UnitedHealth Group February 2014 - Present
Carrington Mortgage Holdings, LLC July 2012 - June 2013
CapitalSource Bank February 2004 - March 2012
Barco Graphics/Artios Corp. June 1996 - 2002
Skills
Security, IT Operations, Data Center, Windows Server, Analysis, Project Management, Business Analysis, Troubleshooting, Leadership, Visio, SharePoint, Training, Vendor Management, Networking, Process Improvement, Servers, Call Centers, Software Documentation, Active Directory, Change Management, Windows, Disaster Recovery, Mergers & Acquisitions, Technical Support, Team Building, IT Management, Sarbanes-Oxley, KPI Reports, Technical Writing, Management, Integration, Information Technology, ITIL, Citrix, Cisco VPN, SDLC, System Administration, Help Desk Support, VMware, Human Resources, Infrastructure
Education
Computer Learning Center 1994 — 1995
Certified Novel Engineering
Orange Coast College 1988 — 1990
General
Pacific Western Bank April 2014 - Present
CapitalSource Bank May 2009 - Present
Affinity Bank November 2007 - May 2009
Skills
Retail Banking, Marketing, Business Development, Customer Service, Compliance, Volunteering, Non-profit Volunteer, Communication Skills, Loans
Education
Cal Poly San Luis Obispo
BS Business Administration, Marketing
LeapPoint February 2015 - Present
Morgan Stanley May 2014 - February 2015
Freddie Mac August 2013 - May 2014
Navigant April 2012 - August 2013
Federal National Mortgage Association April 2011 - June 2012
CapitalSource Bank January 2010 - April 2011
Wells Fargo August 2006 - January 2010
T. Rowe Price January 2003 - August 2006
CMK Tax and Accounting Service January 2000 - January 2003
Skills
Proficient in Microsoft..., Bloomberg Terminal, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Credit, Credit Analysis, Portfolio Management, Fixed Income, Asset Managment, Capital Markets, Financial Statement..., Credit Risk, Investments, Corporate Finance, Series 7, Series 63, Securitization, Bonds, MBS, ABS, Asset Management
Education
Morgan State University 1997 — 2002
Bachelor's degree, International Finance
Heritage Christian 1995 — 1997
MidCap Financial Services, LLC 2013 - Present
Comerica Bank 2012 - 2013
Pricewaterhouse Coopers LLP 2010 - 2012
CapitalSource Bank 2002 - 2010
WC Smith 2001 - 2002
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration
Villanova University
Bachelor of Science in Business Administration, Finance
CBRE October 2014 - Present
CBRE September 2013 - October 2014
CapitalSource June 2012 - August 2012
CapitalSource Bank June 2011 - August 2011
CapitalSource, Bank June 2010 - August 2010
Diamondmind Inc December 2009 - January 2010
United States Chamber of Commerce June 2009 - August 2009
Skills
Real Estate, Commercial Real Estate, Leadership, Financial Analysis, Marketing, Microsoft Office, Microsoft Excel, PowerPoint
Education
CCIM Institute 2012 — 2014
Member (In Progress), Commercial Real Estate, N/A
Gettysburg College 2011 — 2013
Bachelor's, Business Management
Saint Joseph's University 2009 — 2010
Bachelor's, 2013
Georgetown Preparatory School 2005 — 2009
Berkadia August 2013 - Present
Berkadia Commercial Mortgage April 2012 - Present
CapitalSource Bank 2007 - March 2012
Merrill Lynch June 2004 - January 2007
Olympus Partners April 2002 - May 2004
Skills
Real Estate Economics, Valuation, Structured Finance, Financial Modeling, Real Estate Financing, Real Estate Private..., Due Diligence, Investments, Loan Origination, Capital Markets, Fannie Mae, Freddie Mac, Finance, Loans, Real Estate, Commercial Real Estate, Asset Management, Portfolio Management
Education
Boston University - School of Management 1995 — 1999
BSBA, Finance
Syosset High School
CoMetrics Partners LLC January 2015 - Present
CoMetrics Partners LLC January 2014 - January 2015
CapitalSource Bank January 2012 - March 2013
CapitalSource Bank June 2011 - December 2011
CapitalSource Bank July 2009 - June 2011
Skills
Financial Analysis, Credit, Loans, Microsoft Excel, Banking, Commercial Lending, Microsoft Office, PowerPoint, Financial Modeling, Credit Analysis, Auditing, Accounting, Analysis, Finance
Education
American University - Kogod School of Business 2007 — 2011
Bachelors of Science, Accounting
None - Looking for contracts January 2013 - Present
Hoag Hospital January 2013 - Present
CapitalSource Bank May 2011 - November 2011
Wood Partners October 2005 - June 2009
Skills
Excel, Advanced, 2003, 2010 Versions, Microsoft Word, Timberline Accounting, QuickBooks, PowerPoint, Oracle Applications
Education
Fountain Valley High School
Orange Coast College
Huron Consulting Group September 2014 - Present
Huron Consulting Group May 2013 - August 2013
CapitalSource Bank October 2010 - June 2012
Lumsden & McCormick, LLP August 2007 - September 2010
Toski, Schaefer & Co. August 2006 - August 2007
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Tax, Finance, Credit, Internal Controls, Accounts Receivable, Due Diligence, Financial Modeling, Microsoft Excel, General Ledger
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA)
SUNY Fredonia 2002 — 2006
BS, Accounting
Kalamata Capital LLC October 2013 - Present
CapitalSource Bank January 2011 - October 2013
Skills
Accounting, QuickBooks, Tax, Microsoft Excel, Corporate Finance, Finance, Credit, Investments, Loans, Financial Modeling, Financial Analysis, Sales, Portfolio Management, Banking, Management
Education
American University - Kogod School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
CapitalSource March 2014 - Present
CapitalSource Bank June 2011 - February 2014
CapitalSource Bank 2007 - June 2011
Morgan Stanley 2005 - 2006
Skills
Credit Risk, Commercial Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Financial Analysis, Commercial Lending, Finance, Financial Statement..., Financial Modeling, Due Diligence, Capital Markets
Education
Harvard University
Finance
Marymount University
BBA in Finance, Summa Cum Laude Honors
Royal College
Capital One March 2012 - Present
CapitalSource Bank August 2006 - March 2012
Goldman Sachs & Co. June 2002 - February 2006
Goldman Sachs International August 2000 - June 2002
Skills
Banking, Risk Management, Hedge Funds, Debt Restructuring, Due Diligence, Finance, Credit Risk, Credit Analysis, Investments, LBO, Financial Services, Commercial Lending, Fixed Income, Bloomberg, Emerging Markets, Credit, Options, Loans, Portfolio Management, Strategic Financial..., Underwriting, Leveraged Finance, Private Equity, Mutual Funds, Financial Analysis, Alternative Investments, Investment Banking, Structured Finance, Financial Modeling, Financial Structuring, Mergers, Corporate Finance, Credit Derivatives, Business Valuation, Equities, Securities, Financial Reporting, Capital Markets, Derivatives, Series 7, Asset Managment, Real Estate Economics, Valuation, Financial Risk, Securitization
Education
Queen's University 1996 — 2000
BCom, Finance
Capital One August 2014 - Present
Capital One January 2013 - August 2014
CapitalSource Bank July 2010 - January 2013
M.C. Moore Futures Group October 2008 - July 2010
OlympiaWest Mortgage Group May 2004 - December 2008
Skills
Finance, Financial Analysis, Credit, Loans, Financial Modeling, Management, Portfolio Management, Leadership, Microsoft Office, Investments, Credit Risk, Credit Analysis, Commercial Banking, Financial Reporting, Client Relations
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
George Mason University - School of Management 2009 — 2010
Accounting
James Madison University - College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
CoreLogic April 2015 - Present
CoreLogic December 2012 - Present
CoreLogic February 2012 - December 2012
CoreLogic March 2011 - February 2012
CoreLogic June 2010 - March 2011
CoreLogic December 2009 - June 2010
CapitalSource Bank July 2007 - September 2009
New Century Mortgage June 2005 - May 2007
Corning Incorporated February 2005 - January 2006
Yum! Brands April 2004 - February 2005
Skills
HRIS, HR Information..., System Implementations, System Administration, Business Analysis, Management Consulting, Consulting, IT Audit, Oracle E-Business Suite, Oracle Discoverer, SQL Server Management..., Microsoft SQL Server, PeopleSoft, SAP, i2 SCP, Ultipro, SuccessFactors, Learning Management..., SQL, Stored Procedures, Oracle HR, Human Resources
Education
California State University-Sacramento
Master, Management Information Systems
Youngs Market Company October 2014 - Present
CapitalSource Bank March 2011 - May 2014
CapitalSource Bank July 2008 - March 2011
Fremont Investment and Loan June 2005 - July 2008
Various Temp Agencies February 2005 - June 2005
Unified Western Grocers 2002 - 2004
Skills
Customer Service, Accounts Payable, Sarbanes-Oxley Act, Accounting, Internal Controls, Account Reconciliation, Microsoft Excel, Outlook, Microsoft Office, Process Improvement, Microsoft Word, Banking, General Ledger, Financial Reporting, Invoicing, Software Documentation, Journal Entries, Training
Education
Fullerton College 1991 — 1992
La Habra High School 1987 — 1991
DBS and Associates October 2012 - Present
The Clark Center for Urogynecology February 2010 - September 2012
CapitalSource Bank July 2008 - May 2009
Fremont Investment and Loan August 2005 - July 2008
Eagle Community Credit Union December 2000 - May 2005
Skills
Loans, Investments, Accounts Payable, Debt, Mortgage Servicing
Education
Concorde Career College-Garden Grove 2009 — 2010
Long Beach City College
general
Eastdil Secured Wells Fargo Securities 2010 - 2013
CapitalSource Bank 2009 - 2010
Fifth Street Finance Corp. 2008 - 2009
Skills
Investment Banking, Credit Analysis, Real Estate, Financial Modeling, Valuation, Investments, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Washington and Lee University 2004 — 2008
Bachelor of Science Degree, Business Administration
Woodberry Forest School 2000 — 2004
Bank of America August 2015 - Present
Bank of America November 2014 - July 2015
Chase June 2010 - November 2014
Chase June 2009 - May 2010
CapitalSource Bank February 2008 - June 2009
Wells Fargo November 2005 - November 2007
Skills
Banking, Credit, Branch Management, Operations Management, Training, Career Development, Sales Management, Sales Coaching, Expense Management, Change Management, Customer Satisfaction, Sales, Management, Financial Literacy..., Business Coaching, New Business Development, Customer Service, Retail Banking, Loans, Finance, Consumer Lending, Leadership, Cross Selling, Mortgage Banking, Communication, Customer Relations
Education
Rio Hondo College 2005 — 2006
Business Administration and Management, General
La Serna HIgh School 2002 — 2005
High School
Freddie Mac March 2012 - January 2013
CapitalSource Bank June 2010 - February 2012
Buchbinder Tunick& Company LLP February 2009 - April 2010
Major League Baseball June 2009 - August 2009
Government Services IPT October 2008 - March 2009
Skills
Finance, Accounting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Accounting
University of Maryland College Park 2006 — 2010
Bachelor of Science, Accounting
University of Maryland at College ParkCollege 2006 — 2010
Bachelor of Science, Accounting
Veterans Miracle Center Erie December 2014 - Present
Achieva Credit Union March 2013 - November 2013
Achieva Credit Union April 2012 - March 2013
CapitalSource Bank 2011 - May 2012
HomeBanc., N.A. November 2010 - May 2011
eNational Payments January 2010 - February 2011
Oxford Lending Group July 2009 - January 2010
CIT Small Business Lending 2006 - 2009
Coffman Capital, Inc. November 1999 - December 2005
Skills
Small Business Lending, Loans, Commercial Mortgages, Commercial Lending, SBA, Loan Origination, Credit, Mortgage Lending, Refinance, Credit Analysis, Banking, Asset Based Lending, Commercial Banking, Construction Loans, Investment Properties, Credit Risk, Consumer Lending, Mergers, FHA, Portfolio Management, Lines Of Credit, Commercial Real Estate, Real Estate, FHA financing, Business Development, Financial Services, Cash Management, Finance, Financial Analysis, Funding, Real Estate Financing, Residential Mortgages, Factoring, Commercial Finance, Executive Management, SBA 504, Retail Banking, Financial Structuring, Relationship Management, Sales, Loan Servicing, Middle Market, Start-ups, Cash Flow Lending, Structured Finance, Small Business, Mergers & Acquisitions
Education
The Welton Academy 2013 — 2017
Biblical Studies
Edinboro University of Pennsylvania 1994 — 1999
B.A.
Northwestern High School
RCLCO (Robert Charles Lesser & Co.) June 2014 - Present
National Capital Planning Commission May 2013 - August 2013
Tufts University September 2012 - December 2012
Buchanan Partners July 2012 - August 2012
CapitalSource Bank May 2012 - June 2012
Bethesda Green June 2011 - August 2011
Covance June 2010 - August 2010
Montgomery County June 2009 - July 2009
Skills
Editing, Policy Analysis, Community Development, Event Planning, Social Media, Corporate Social..., Public Speaking, Business Development, Public Engagement, Market Research, Cultural Competency, Sustainability, Spanish, Urban Planning, Sustainable Development, Economic Development, Environmental Policy, Proposal Writing, InDesign
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Sociology, Environmental Studies, Economics
Richard Montgomery High School 2006 — 2010
International Baccalaureate Diploma
Banc of California June 2014 - Present
Farmers & Merchants Bank of Long Beach March 2014 - June 2014
CapitalSource Bank October 2011 - March 2014
OneWest Bank April 2006 - October 2011
US Bank April 2005 - April 2006
Western Financial Bank July 2003 - April 2005
Wells Fargo Bank April 1998 - January 2001
Skills
Auditing, Sarbanes-Oxley Act, Internal Audit, Risk Management, Internal Controls, Banking, AML, Financial Risk, Retail Banking, Commercial Banking, Operational Risk, Bank Secrecy Act, KYC, COSO, Sarbanes-Oxley, Due Diligence, Loans, Enterprise Risk..., Fraud, Operational Risk..., Document Review, Risk Assessment
Education
University of California, Irvine 1996 — 2000
Bachelor of Science, Social Science
CapitalSource Bank 2007 - Present
Fannie Mae 2001 - 2007
Capital Realty Investors 1992 - 2001
Resolution Trust Corporation 1991 - 1992
Capital Realty Investors 1987 - 1991
Skills
Portfolio Management, Commercial Lending
Education
James Madison University
BBA, Finance Major; Economics Minor
AlliancePartners LLC February 2011 - Present
Durkin Group LLC May 2010 - February 2011
CAPITALSOURCE BANK October 2008 - February 2010
CAPITALSOURCE FINANCE June 2000 - October 2008
CAPITALSOURCE FINANCE July 2002 - June 2004
CAPITALSOURCE FINANCE June 2000 - June 2002
FLEET CAPITAL January 1996 - January 2000
BARLCAYS BUSINESS CREDIT January 1994 - January 1996
BARCLAYS BUSINESS CREDIT January 1992 - January 1994
BARCLAYS BUSINESS CREDIT January 1990 - January 1992
Education
Saint Joseph's University 1982 — 1986
BS, Accounting
Madison Marquette May 2014 - Present
CapitalSource Bank July 2012 - May 2014
Baker Tilly Virchow Krause, LLP January 2010 - July 2012
Beers & Cutler PLLC January 2007 - January 2010
Skills
Account Reconciliation, Tax, General Ledger, Tax Returns, Accounting, Process Improvement, Consolidation, Tax Research, CPA, GAAP, Analysis, SEC filings, Private Equity, Management
Education
Boston University Questrom School of Business 2003 — 2006
BS, Business Administration Magna Cum Laude, Accounting
Federal Home Loan Bank of Boston December 2013 - July 2015
Booz Allen Hamilton October 2005 - November 2013
L3 Communications—Global Security and Engineering Solutions. October 2004 - October 2005
BankUnited 2003 - 2004
CapitalSource Bank 2002 - 2003
United States Department of Defense June 1985 - March 2002
Skills
Business Continuity, Disaster Recovery, Risk Management, Critical Infrastructure, Security Clearance, Military, Business Continuity..., Management, CISSP, Governance, IT Audit, Risk Assessment, Analysis, Policy, Program Management, Test, Training, Exercise, Information Technology, IT Disaster Recovery, Cyber Security
Education
Harvard University 2013 — 2016
Master's Degree, Management
Cornell University 1995 — 1997
Bachelor of Science (BS), Public Policy Analysis
EY August 2014 - Present
CapitalSource Bank May 2012 - May 2014
Skills
Accounting, Financial Modeling, Finance, Leadership, Dependable Team Player, Business Analytics, Creative Problem Solving, Investment Strategies, Options Strategies, Equity Derivatives
Education
California State University-Fullerton 2013 — 2014
Master of Science (MS), Accounting
California State University-Fullerton 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fullerton College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
OneUp Sports April 2014 - April 2015
LetsMoveDown (Acquired by OneUp Sports in 2014) 2011 - April 2014
CapitalSource Bank December 2005 - 2011
Skills
Management, Leadership, Entrepreneurship, Business Development, Strategic Planning, Finance, Private Equity, Venture Capital, Start-ups, Management Consulting, Competitive Analysis, Strategy, Business Process..., Due Diligence, Budgets, Marketing, Business Strategy, Mergers & Acquisitions, New Business Development, Sales, Financial Analysis, Financial Modeling, Marketing Strategy, Program Management, Project Management, Social Media, Analysis, Valuation, Mobile Devices, Corporate Finance, Portfolio Management, Business Analysis, Strategic Partnerships, Data Analysis, Investments
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA, Concentration: Finance and Marketing
Miami University 2001 — 2005
Bachelor, Finance
Emory University Goizueta Business School July 2014 - Present
Delta Air Lines May 2015 - August 2015
The Alexander Group October 2013 - June 2014
The Alexander Group February 2012 - September 2013
The Alexander Group November 2010 - February 2012
CapitalSource Bank March 2009 - July 2010
CapitalSource Bank August 2007 - March 2009
Skills
Sales Compensation, Business Analysis, Business Strategy, Financial Analysis, Financial Modeling, Account Management, Management Consulting, Analytics, Finance, Business Process..., Portfolio Management
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA), Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Business Administration, Finance, Accounting, Marketing
Family Dollar August 2013 - January 2014
AMC Mazza Gallerie April 2011 - August 2013
CapitalSource Bank June 2011 - August 2011
DLA Piper June 2010 - August 2010
Pacific Lutheran University January 2010 - May 2010
Pacific Lutheran University September 2009 - January 2010
CapitalSource, Chevy Chase October 2008 - August 2009
George Washington University June 2008 - August 2008
Skills
Microsoft Word, Microsoft PowerPoint, Time Management, Supervising, High Organizational..., Cashiering, Data Entry, Public Speaking, Recruiting
Education
Hagerstown Community College 2014 — 2015
Social Work Degree
University of the District of Columbia 2010 — 2013
Social Work
Pacific Lutheran University 2009 — 2010
Liberal Studies
H.D. Woodson Senior High School 2006 — 2009
High School Diploma
Ledbury December 2014 - Present
NetSearch Direct November 2012 - December 2014
Accountemps 2011 - August 2012
CapitalSource Bank March 2010 - May 2011
TEOCO - Respond.com 2008 - 2010
Web.com 2005 - 2008
Skills
Account Management, Advertising, Online Advertising, Marketing, Digital Marketing, Social Media Marketing, Google Analytics, Google Adwords, PPC, Web Analytics, SEO, SEM, Management, Social Media, Digital Copywriting, Lead Generation, Analytics, WordPress, Business Development, Facebook, Search Advertising, Photoshop, Digital Strategy, Direct Marketing, Mobile Marketing, Online Marketing, Marketing Strategy, Conversion Optimization, Website Development, Online Lead Generation, Blogging, SMO, Customer Service, Customer Retention
Education
Florida Institute of Technology 2013 — 2015
Master of Business Administration (MBA), Internet Marketing, GPA 4.0
George Mason University 2007 — 2010
B.S., Accounting
Radford University 2001 — 2005
B.B.A., Marketing
EagleBank 2013 - Present
CapitalSource Bank December 2012 - June 2013
CapitalSource Bank January 2011 - December 2012
Howrey LLP January 2008 - January 2011
Lerch, Early & Brewer Chtd January 2004 - January 2008
Skills
Legal Research, Litigation, Accounts Payable, Corporate Law, Legal Writing, Commercial Real Estate, Loans Administration, Research, Administrative..., Conflict Analysis, Healthcare, Commercial Insurance, Microsoft Office, Legal Assistance, Legal Support Services, Records Management, Parcels, Westlaw
Education
Montgomery College 2006 — 2010
Paralegal Certificate, Paralegal Studies
Watkins Mill High School 1999 — 2003
CapitalSource Bank July 2008 - Present
Fremont Investment and Loan March 2004 - July 2008
IBM Global Services March 2002 - March 2004
PacifiCare Health Systems March 1994 - March 2002
Skills
Disaster Recovery, VMware, Enterprise Architecture, Data Center, Business Analysis, Virtualization, IT Management, Vendor Management, Mergers & Acquisitions, Project Planning, Management, Integration, Team Leadership, Cloud Computing, ITIL, Windows Server, Governance, Security, Active Directory, Networking, Leadership, Banking, Contract Negotiation, Sales, Project Management, SDLC, IT Operations, Architecture, Executive Management, Portfolio Management, Process Improvement, Change Management, Information Technology, Budgets, Outsourcing, Strategic Planning, Oracle, Infrastructure, IT Audit, Product Development, Program Management, Business Continuity, Visio, IT Service Management, Forecasting, Risk Management, Business Planning, Business Intelligence, IT Strategy, System Deployment
Education
California State University-San Bernardino 1991 — 1994
UCLA September 2010 - Present
UCLA Mobile Clinic Project August 2013 - Present
Hurley Brothers LLC October 2013 - Present
Morgan Stanley Smith Barney July 2012 - September 2012
CapitalSource Bank July 2011 - September 2011
Skills
Mutual Funds, Portfolio Management, Finance, Wealth Management, Financial Services, Asset Allocation, Insurance, Retirement Planning
Education
UCLA 2010 — 2015
BS, Political Science (International Relations)/ Economics/ Pre-Med
Panasonic Avionics Corporation July 2015 - Present
Panasonic Avionics Corporation January 2013 - June 2015
TECHNICAL PROFICIENCIES January 2000 - January 2013
Alvaka Networks March 2012 - December 2012
CapitalSource Bank August 2008 - February 2012
Fremont Investment & Loan March 2005 - August 2008
Quest Software August 2004 - March 2005
New Horizons Computer Learning Centers April 2003 - August 2004
IBM Global Services March 2002 - July 2002
PacifiCare Health Systems April 2001 - March 2002
Skills
Active Directory, Windows Server, Troubleshooting, Software Documentation, Networking, Visio, Security, VPN, Microsoft Exchange, DHCP, DNS, Windows XP, Process Improvement, Technical Support, Management, Windows, FTP, Training, Databases, Network Security, Computer Hardware, Hardware, Leadership, Vendor Management, Altiris, IIS, Symantec Antivirus, SharePoint, McAfee, Servers, TCP/IP protocols, Analysis, Outlook, WINS, MS Project, Disaster Recovery, Testing, Call Centers, Customer Service, Project Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2010
Master of Business Administration, Dispute Resolution
Pepperdine University School of Law 2009 — 2010
MBA, Dispute Resolution
University of Phoenix 2000 — 2002
Bachelor of Science, Information Technology
Computer Learning Center 1999 — 2000
Network Engineering and Management certificate
Hercules Technology Growth Capital October 2013 - Present
CapitalSource Bank August 2010 - June 2013
GE Capital Healthcare Financial Services October 2005 - August 2010
GE Capital Vendor Financial Services (Capital Solutions) March 2001 - October 2005
Firestone Financial January 1999 - March 2001
BankVest Capital July 1997 - January 1999
Lifetouch National School Studios January 1995 - July 1997
GE Capital / Mortgage Services September 1992 - September 1994
GE Capital Vendor Financial Services May 1990 - May 1992
GE Capital Corporate Finance Group August 1987 - July 1989
Skills
Risk Management, Cross-functional Team..., Corporate Finance, Commercial Leasing, Credit, Small Business Lending, Workout, Six Sigma, Sales, Commercial Lending, Leadership, Portfolio Management, Due Diligence, Financial Analysis, Mergers & Acquisitions, Management, Credit Analysis, Financial Risk, Finance, Loans, Banking
Education
University of Notre Dame 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General, High Honors
CapitalSource Bank February 2011 - Present
CapitalSource Bank February 2010 - February 2011
CapitalSource Bank February 2008 - February 2010
CapitalSource February 2006 - February 2008
CapitalSource August 2005 - February 2006
Skills
Management, Loan Origination, Commercial Lending, Loans, Underwriting, Credit, Asset Based Lending, Financial Analysis, Mortgage Lending, Credit Analysis, Commercial Banking, Finance, Banking, Valuation, Asset Managment, Risk Management, Real Estate, Investments, Real Estate Economics, Foreclosures, Workout, Multi Family Properties, REO, Financial Modeling, OREO, Asset Management, Due Diligence, Small Business Lending, Credit Risk, Structured Finance, Financial Structuring, Real Estate Financing, Commercial Real Estate
Education
University of Maryland - Robert H. Smith School of Business
Finance, Marketing
Militello Capital July 2014 - Present
Fannie Mae March 2012 - July 2014
CapitalSource Bank December 2009 - March 2012
Allied Capital 2007 - 2009
McGladrey September 2005 - June 2007
Education
George Mason University 2002 — 2005
BS, Finance & Accounting
Lowe's Companies, Inc. March 2014 - Present
Lowe's Home Improvement July 2012 - March 2014
Kenan-Flagler Business School July 2010 - May 2012
Lowe's Home Improvement June 2011 - August 2011
CapitalSource Bank 2005 - 2010
Skills
Financial Modeling, Finance, Business Development, Valuation, New Business Development, Balanced Scorecard, Financial Reporting, Financial Analysis, Forecasting, Business Partner Support
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of Notre Dame 2001 — 2005
BA, Finance
Regions Business Capital March 2013 - Present
CapitalSource Bank July 2003 - April 2013
CapitalSource July 2003 - April 2013
CapitalSource Finance 2003 - April 2013
CapitalSource April 2012 - March 2013
Heller Financial March 2000 - March 2002
Fleet Bank January 1998 - March 2000
Fleet Capital January 1998 - February 2000
Coopers & Lybrand September 1988 - January 1998
Skills
Credit, Underwriting, Due Diligence, Middle Market, Loans, Credit Analysis, Financial Analysis, Asset Based Lending, Corporate Finance, Financial Structuring, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management
Education
LIU Post 1984 — 1988
B.S., Accounting
Modern Bank, N.A. February 2014 - Present
Deloitte September 2013 - February 2014
CapitalSource Bank January 2009 - September 2013
Morgan Stanley May 2008 - December 2008
Skills
Valuation, Credit, Financial Modeling, Financial Analysis, Corporate Finance, Credit Analysis, Loans, Underwriting, Portfolio Management, Fixed Income, Legal Documents, Equity Valuation, Investment Banking, Bloomberg Terminal, Capital Markets
Education
University of Maryland College Park 2003 — 2007
Bachelor's Degree, Economics
CapitalSource February 2015 - Present
CapitalSource April 2013 - February 2015
CapitalSource Bank July 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Bloomberg Terminal, Capital IQ, Excel, Credit Risk, Corporate Finance, Economics, Financial Accounting
Education
Dickinson College 2008 — 2012
Economics
CEA Barcelona 2011 — 2011
City First Bank of DC April 2015 - Present
Hovde Private Equity Advisors LLC August 2011 - Present
H Bancorp LLC June 2014 - April 2015
Carrollton Bancorp April 2013 - October 2013
Bay Bank, FSB April 2012 - October 2013
Jefferson Bancorp, Inc. April 2012 - October 2013
CapitalSource October 2005 - July 2011
CapitalSource Bank October 2005 - July 2011
PNC Financial Services Group February 2003 - September 2005
PNC Financial Services Group February 2003 - September 2005
Skills
Banking, Board Level, Bank Relationship..., Commercial Banking, Regulatory Risk, Credit Risk, Credit Review, Regulatory Affairs, Critical Thinking, Management Consulting, Team Leadership, Team Building, Banking Relationships, Customer Acquisition, Financial Analysis, Commercial Lending, Loan Origination, Loan Structuring, Underwriting, Governance, Financial Regulation, Credit Portfolio..., Loan Servicing, Creative Problem Solving, Acquisition Integration, Risk Assessment, Risk Management, Risk Analysis, Enterprise Risk..., Contract Negotiation, Change Leadership, Creditors' Rights, Strategic Planning, Turnaround Specialist, Work Under Pressure, Equity Valuation, Private Equity, Valuation, Asset Pricing, Policy, Policy Writing, Securitization, Credit, Financial Structuring, Portfolio Management, Change Management, Capital Markets, Asset Management, Credit Analysis, Asset Based Lending
Education
The London School of Economics and Political Science (LSE) 1983 — 1984
MSc, Economics/Industrial Relations
Villanova University 1979 — 1983
BSBA, Finance
Pacific Western Bank April 2014 - Present
CapitalSource Bank January 2013 - April 2014
Urban Development Clinic at Duquesne University School of Law August 2011 - May 2012
U.S. Department of Justice May 2011 - August 2011
The Court of Common Pleas of Bucks County June 2010 - September 2010
Central Bucks Family YMCA June 2006 - September 2009
University of Pittsburgh at Montefiore Hospital September 2008 - April 2009
Giant Food 2004 - 2009
Skills
Legal Research, Legal Writing, Appeals, Microsoft Office, Microsoft Word, Research
Education
Duquesne University School of Law 2009 — 2012
Juris Doctor, Law
University of Pittsburgh 2005 — 2009
B.A., History, Political Science
Richmond, The American International University in London 2008 — 2008
History, Italian
OneNeck IT Solutions August 2014 - Present
Infocrossing March 2014 - August 2014
CapitalSource Bank July 2008 - March 2014
Fremont Investment & Loan May 2004 - July 2008
Pacific Blue Micro December 2001 - May 2004
Arrow/Wyle Computer Products March 2000 - October 2001
Pinacor October 1999 - March 2000
Wyle Systems June 1997 - October 1999
Skills
VMware Infrastructure, Virtualization, ESX, NetApp Filers, NetApp, Servers, Disaster Recovery, NetApp ONTAP, Storage, Networking, Network Administration, Data Center, VMware, Windows Server, Troubleshooting, Integration, SAN, Enterprise Software, Business Continuity, Active Directory, Hardware, DNS, Citrix, Windows 7, Storage Area Networks, Enterprise Architecture, Visio, Microsoft Certified..., DHCP, EMC Storage, NAS, iSCSI, HP Server Hardware, Cisco MDS SAN switches, vSphere, Fibre Channel, WINS, NFS, Storage Architecture, SnapMirror, Deduplication, Replication, HP, NetApp NCDA, HP c7000, vCenter, SnapShot, SnapDrive, CommVault Simpana, VMware ESXi
Education
University of Advancing Technology 1994 — 1997
Bachelor of Applied Science, Computer Aided Design Technology with a Specialization in Virtual Reality Applications
CapitalSource Bank June 2007 - Present
Fremont Investment and loan June 2005 - June 2007
Fidelity National Financial January 2004 - August 2005
Skills
SDLC, Vendor Management, Business Analysis, Disaster Recovery, Integration, SharePoint, Enterprise Architecture, IT Management, Process Improvement, Agile Methodologies, Business Intelligence, IT Strategy
Education
California State University-Fullerton 1987 — 1989
Master's degree, Computer Science
National Taiwan University 1980 — 1984
Bachelor of Science (B.S.), Civil Engineering
Pacific Western Bank April 2014 - Present
CapitalSource Bank July 2008 - April 2014
Fremont Investment & Loan April 2007 - July 2008
Fremont Investment & Loan November 2004 - April 2007
FENB 2001 - 2004
Skills
Business Analysis, Vendor Management, Process Improvement, SDLC, Business Process..., Banking, Oracle E-Business Suite, Business Intelligence, Financial Reporting, Requirements Analysis, SharePoint, Financial Analysis, Change Management, Project Management, Analysis, Visio, Risk Management, Sarbanes-Oxley Act, Project Planning, Accounting, Integration, Management, IT Management, Business Process, Program Management, Software Documentation, Disaster Recovery, IT Strategy, Requirements Gathering, ITIL, ERP
Education
California State Polytechnic University-Pomona
CapitalSource Bank June 2006 - Present
Indymac Bank September 1999 - June 2006
Education
California State University-Los Angeles 1976 — 1981
CapitalSource Bank October 2010 - Present
CapitalSource Bank July 2008 - October 2010
Fremont Investment & Loan March 1997 - July 2008
Great Western Bank September 1992 - March 1997
Skills
Loans, Mortgage Lending, Banking, Executive Management, Consumer Lending, Cash Management, Risk Management, Strategy, Leadership, Wealth Management, Retail Banking, Investments, Financial Analysis, Budgets, Financial Modeling, Due Diligence, Asset Management, Mergers, Treasury Management, Portfolio Management, Vendor Management, Management, Finance, Financial Services, Mergers, Mergers & Acquisitions
Education
California State University-Long Beach - College of Business Administration 1983 — 1988
Bachelor of Science (B.S.), Finance
Pacific Western Bank April 2014 - Present
CapitalSource March 2010 - April 2014
CapitalSource Bank July 2008 - March 2010
Fremont Investment and Loan March 2005 - July 2008
Skills
Accounting
Education
University of Southern California 1991 — 1995
California Republic Bank May 2014 - Present
CapitalSource Bank July 2008 - May 2014
Fremont Investment & Loan January 2006 - July 2008
Westcorp 1988 - 2006
Western Financial Bank ( WestCorp) 1988 - 2006
Western Financial Bank 1988 - 2006
WFS FINANCIAL Inc2003 - 2006 1988 - 2006
WFS Financial 1987 - 2006
Education
California State University-Fullerton
Banc of California August 2013 - Present
Carrington Mortgage Holdings, LLC October 2009 - July 2013
CapitalSource Bank July 2008 - October 2009
Fremont Investment and Loan 2005 - 2008
Aames Investment Corporation 1997 - 2005
Aames Home Loan 1997 - 2005
Great Western Bank, FSB 1994 - 1997
Skills
Mortgage Lending, Loans, Credit, Risk Management, Analysis, Mortgage Banking, Business Planning, Finance, Forecasting, Corporate Finance, Portfolio Management, Capital Markets, Mergers & Acquisitions, Financial Analysis, Loss Mitigation, Due Diligence, Investments, Accounting, Credit Analysis, Financial Reporting, Banking, Financial Modeling, Loan Origination, Underwriting, Executive Management, Mortgage Servicing
Education
California State Polytechnic University-Pomona 1988 — 1991
BS, Accounting/Finance
Q2ebanking April 2014 - Present
CapitalSource Bank April 2012 - April 2014
Home Savings of America July 2009 - February 2012
Wachovia Bank April 2007 - September 2008
World Savings Bank April 2006 - March 2007
World Savings Bank September 2000 - April 2006
World Savings Bank March 1997 - September 2000
Skills
Loans, Banking, Credit, Analysis, Customer Service, Coaching, Mergers & Acquisitions, Leadership, Budgets, Time Management, Management, Mortgage Lending, Team Building, Sales Management, Training, Process Improvement, Sales, Risk Management, Executive Management, Finance, Commercial Lending, Financial Analysis, Retail, Loan Origination, Cross Selling
Education
University of California, Los Angeles 1989 — 1991
BA, Economics
University of California, Riverside 1987 — 1989
CapitalSource March 2014 - Present
CapitalSource Bank February 2011 - February 2014
CapitalSource Bank February 2010 - February 2011
CapitalSource Bank July 2009 - February 2010
CapitalSource March 2008 - August 2009
CapitalSource April 2006 - March 2008
CapitalSource August 2005 - April 2006
Education
Duke University 2001 — 2005
CapitalSource February 2013 - Present
CapitalSource Bank January 2011 - Present
CapitalSource Bank January 2009 - Present
CapitalSource June 2007 - Present
Congressional Bank October 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Emerging Markets, Venture Capital, Banking, Loans, Investments, Due Diligence, Mergers & Acquisitions, Private Equity, Corporate Finance, Valuation, Portfolio Management, Asset Management
Education
Boston College 2000 — 2004
BS, Finance
Georgetown Day School
BDO USA, LLP July 2013 - Present
PricewaterhouseCoopers February 2011 - June 2013
CapitalSource Bank October 2008 - February 2011
CapitalSource October 2007 - October 2008
The Siegfried Group November 2006 - October 2007
Grant Thornton LLP 2003 - 2005
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Auditing, Financial Reporting, Financial Accounting, Accounting, Tax, Due Diligence, Financial Analysis, Internal Audit, Finance, Cash Management, Financial Services, Credit, Risk Management, US GAAP, Strategy, Financial Modeling, Consolidation, CPA, Capital Markets
Education
University of Maryland College Park 1999 — 2003
Bachelor's of, Accounting
Capital One March 2014 - Present
CapitalSource Bank October 2011 - March 2014
CapitalSource Bank January 2010 - September 2011
CapitalSource Bank April 2009 - December 2009
CapitalSource October 2006 - March 2009
CapitalSource August 2005 - September 2006
Skills
Credit Analysis, Commercial Banking, Asset Management, Mortgage Lending, Loans, Investments, Commercial Lending, Credit Risk, Risk Management, Asset Based Lending, Banking, Loan Origination, Credit, Valuation, Portfolio Management, Corporate Finance, Real Estate Financing, Due Diligence, Structured Finance, Finance, Financial Analysis, Financial Modeling, Underwriting, Loan Servicing, Financial Structuring, Capital Markets
Education
Georgetown University - The McDonough School of Business 2001 — 2005
Capital One August 2014 - Present
Capital One February 2013 - July 2014
CapitalSource September 2011 - January 2013
CapitalSource Bank February 2011 - September 2011
CapitalSource Bank January 2009 - February 2011
CapitalSource Finance August 2007 - December 2008
CapitalSource November 2006 - July 2007
CapitalSource January 2006 - November 2006
CapitalSource August 2004 - January 2006
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Asset Based Lending, Credit Analysis, Private Equity, Underwriting, Credit, Commercial Lending, Portfolio Management, Investments, Loans, Capital Markets, Corporate Finance, Asset Managment, Equities, Real Estate Economics, Structured Finance, Banking, Investment Banking, Finance
Education
Georgetown University - The McDonough School of Business 2000 — 2004
BSBA, Finance and Management
Good Counsel High School 1996 — 2000
Pacific Western Bank (formally CapitalSource Bank) April 2014 - September 2015
CapitalSource Bank March 2011 - April 2014
CapitalSource Bank July 2008 - December 2011
CaptialSource Bank July 2008 - April 2010
Fremont Investment & Loan September 1996 - July 2008
Fry's Electronics April 1996 - September 1996
Skills
Sarbanes-Oxley Act, Accounts Payable, Account Reconciliation, Payroll, Accounting, Auditing, Journal Entries, Accruals, Customer Service, Variance Analysis, Credit, Financial Statements, Financial Reporting, Access
Education
The University of Texas at El Paso 1988 — 1991
CoStar Group August 2010 - Present
CapitalSource Bank August 2009 - August 2010
CoStar Group June 2008 - August 2009
CoStar Group March 1999 - June 2008
Union Bank 1981 - 1988
Skills
Commercial Real Estate, Real Estate, Market Analysis, Real Estate Economics, Leases, Disposition, Real Estate Development, Corporate Real Estate, Acquisitions, Investment Properties, Finance, Valuation, Appraisals, Property, Investments, Investors, REO, Foreclosures, Real Estate Financing, Market Research, Real Estate Transactions, Loans, Asset Management, CoStar, Hands-on Training, Training, Employee Training
Education
California State University-Los Angeles 1976 — 1978
Business Administration and Management, General
Chapman University
San Diego Mesa College
Southwestern Jr. College
CapitalSource Bank September 2009 - Present
RCLCO August 2008 - September 2009
Suburban Capital Markets, Inc. June 2005 - August 2008
CoStar Group September 2003 - June 2005
Skills
Real Estate Economics, Portfolio Management, Real Estate
Education
American University - Kogod School of Business 2009 — 2011
Masters, Finance & Real Estate
College of Charleston 1999 — 2003
Bachelor's, Business Administration & Finance
Tavistock Development Company May 2015 - Present
Tavistock Development Company January 2011 - May 2015
CapitalSource Bank November 2009 - December 2010
Thomas D. Wood & Co. August 2007 - July 2009
Isola & Associates May 2004 - July 2007
TRA Development, LLC May 2004 - July 2007
Skills
Entitlements, Financial Analysis, Real Estate, Real Estate Development, Leases, Contract Negotiation, Leadership, Real Estate Transactions, Real Estate Economics, Investment Properties, Public Speaking, Due Diligence, Business Planning, Real Estate Financing, Customer Service, Property, Negotiation, Mortgage Lending, Underwriting, Disposition, Investments, Microsoft Office, Marketing, Loans, Location Intelligence, Valuation, Private Equity, Strategic Financial..., Commercial Real Estate, Asset Managment, Corporate Finance, Retail, Financial Modeling, Marketing Strategy, Acquisitions, Portfolio Management, Credit, Strategic Planning, Finance, Asset Management, New Business Development, Budgets, Mergers & Acquisitions, Risk Management, Microsoft Excel, Commercial Mortgages, Brokerage, Credit Analysis, Capital Markets, Lease Negotiations
Education
University of Florida 1999 — 2004
MSRE, BSBA, Finance & Real Estate
University of Florida - Warrington College Of Business 1999 — 2004
Bachelor of Science (BS), Finance, General
Office of the Comptroller of the Currency July 2015 - Present
Pacific Western Bank April 2014 - Present
CapitalSource Bank July 2008 - Present
CapitalSource April 2007 - July 2008
Freddie Mac November 2004 - April 2007
Freddie Mac November 2003 - November 2004
Freddie Mac July 2001 - September 2002
Simplexity June 2000 - June 2001
Time Life, Inc. August 1998 - May 2000
Bond Beebe August 1994 - August 1997
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Internal Controls, Finance, Auditing, SEC filings, Corporate Finance, Risk Management, Internal Audit, Valuation, Banking, GAAP, CPA
Education
University of San Diego 1997 — 1998
MBA, Finance and Project Management
The College of William and Mary 1989 — 1993
BS, Accounting
CapitalSource Bank September 2008 - Present
CapitalSource Europe January 2007 - August 2008
CapitalSource September 2003 - December 2006
FleetCapital July 1996 - August 2003
Frozfuit June 2000 - November 2000
Homer D Bronson Company April 1994 - July 1996
Fleet Bank January 1990 - April 1994
Dai-Ichi Kangyo Bank October 1987 - January 1990
Citi March 1984 - October 1987
Pannell Kerr Forster October 1981 - March 1984
Skills
Middle Market, Asset Based Lending, Loans, Debt Restructuring, Commercial Lending, Financial Risk, Portfolio Management, Credit, Workout, Credit Risk, Finance, Risk Management, Restructuring, Banking, Corporate Finance, Credit Analysis, Leveraged Finance, Financial Structuring, Capital Markets, Commercial Finance, Investments, Cash Flow, Mezzanine, Equities, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Financial Modeling, Structured Finance, Commercial Banking, Investment Banking, Loan Origination, Cash Management, Asset Management, Treasury Management, Financial Analysis
Education
Hofstra University 1978 — 1981
BBA, Accounting
CapitalSource Bank February 2008 - Present
Fremont Investment & Loan 2008 - Present
CapitalSource Bank 2008 - Present
Education
Fullerton College 1974 — 1977
CapitalSource Bank 2010 - 2012
RyanSharkey LLP February 2005 - 2010
Beers + Cutler 2004 - 2005
Baan USA 2000 - 2003
Deloitte & Touche 1998 - 2000
Ernst & Young 1997 - 1998
Ohio Board of Tax Appeals 1996 - 1997
Skills
Tax Returns, Auditing, Tax Accounting, Financial Reporting, FAS 5, Tax, Internal Controls, Corporate Tax, Tax Research
Education
Georgetown University Law Center 2001 — 2003
LLM Taxation, Tax
Capital University 1993 — 1996
JD, Law
Franciscan University of Steubenville 1988 — 1992
B.S., Accounting
Green Dot Corporation 2009 - Present
CapitalSource Bank October 2008 - November 2009
Indymac Bank January 2005 - August 2008
Federal Deposit Insurance Corporation 1991 - 2004
Education
UCLA 1986 — 1990
Bachelor's degree, Economics with Business Emphasis
Crowell & Moring LLP November 2011 - Present
CapitalSource Bank June 2004 - October 2011
FleetBoston Financial 1992 - 2004
Levy & Droney 1986 - 1992
Skills
Corporate Governance, Due Diligence, Commercial Lending, Restructuring, Private Equity, Loans, Structured Finance, Asset Based Lending, Mergers & Acquisitions, Commercial Loan..., Securities Regulation, Bankruptcy, Litigation, Commercial Litigation, Finance, Corporate Law, Cross-border..., Securities, Project Finance, Joint Ventures, Intellectual Property, Licensing, Corporate Finance, Capital Markets
Education
Western New England University School of Law 1980 — 1983
JD, Law
Trinity College-Hartford 1976 — 1980
BA, Economics
Glastonbury High School 1972 — 1976
CapitalSource Bank October 2005 - Present
TriStaff April 2005 - October 2005
ChoicePoint October 1994 - March 2005
Skills
Green w/Stripe in..., CCNA
Education
California State University-Fullerton 1980 — 1983
M.A., Theatre
Penn State University 1975 — 1978
B.A., Theatre Arts
Capital One July 2013 - Present
Oxford Finance Corporation April 2011 - June 2013
CapitalSource Bank May 2010 - April 2011
CapitalSource Bank January 2009 - May 2010
CapitalSource January 2006 - January 2009
Cambridge Associates May 2004 - January 2006
Skills
Portfolio Management, Valuation, Financial Modeling, Investments, Loans, Mergers & Acquisitions, Finance, Structured Finance, Real Estate, Strategy, Negotiation, Financial Statement..., Credit Analysis, Financial Analysis, Credit, Commercial Lending, Due Diligence
Education
American University - Kogod School of Business 2001 — 2004
B.S., Business Administration - Finance
TD August 2014 - Present
Wells Fargo Practice Finance September 2013 - July 2014
CapitalSource Bank September 2011 - June 2013
Patterson Dental August 2009 - August 2011
GE Healthcare Financial Services 2007 - 2009
Aftco Associates 1997 - 2007
Millard-Wayne Inc 1994 - 1997
Skills
Contract Negotiation, Deal Structuring, Sales Management, Customer Relations, Consultative Selling, Salesforce.com, Sales Process, Forecasting, Negotiation, Account Management, Direct Sales, Customer Service, Selling, New Business Development, Financial Analysis, Cold Calling, Business Development, Sales, Finance, Relationship Management, Strategic Planning, Marketing, Management, Sales Presentations, Sales Operations, Business Planning, CRM, Start-ups
Education
Georgia Southern University - College of Business Administration 1990 — 1992
BBA, Business, Marketing
Georgia Southern University 1989 — 1992
BBA, Business & Marketing
CAPITALSOURCE BANK July 2008 - Present
Fremont Investment and Loan 2005 - 2008
FREMONT INVESTMENT & LOAN 2005 - 2008
PT MAHASARA BUANA 1994 - 1999
Skills
Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Accounting, Credit, General Ledger, Banking
Education
1984 — 1988
BA, Economics majoring in Accountancy
SMAK I PINTU AIR - JAKARTA
CapitalSource Bank 2008 - June 2013
Fremont Investment and Loan April 2004 - July 2008
California Casualty Management Company August 2000 - July 2003
ePolicy Insurance Services, Inc. August 1999 - August 2000
Wells Fargo March 1993 - March 1999
Skills
Auditing, Banking, Risk Management, Retail Banking, Commercial Banking
Education
California State University-Fullerton
Bachelor of Science (BS), Child Development and minor Sociology
Seacoast Commerce Bank March 2012 - Present
CapitalSource Bank August 2011 - March 2012
Terra Firma Financial 1994 - March 2012
Quadrant Financial - a subsidiary of First Chatham Bank March 2010 - July 2011
US Bank - SBA Division November 1999 - March 2010
Skills
Small Business Lending, Loans, Real Estate, Loan Origination, Refinance, SBA, Commercial Lending, Commercial Mortgages, Credit, Mortgage Banking, Finance, Mortgage Lending, Banking, Funding, Due Diligence, Commercial Finance, SBA 504, Commercial Banking, Real Estate Financing, Financial Structuring, Financial Services, Real Estate Economics, Commercial Real Estate
Education
William Mitchell College of Law 1989 — 1991
JD, Law
University of California, Los Angeles 1984 — 1988
BA, Medieval History
Hewlett-Packard September 2014 - Present
COLSA Corporation June 2014 - September 2014
CapitalSource Bank May 2012 - December 2013
Disneyland November 2012 - November 2013
Locallife USA June 2009 - August 2011
Skills
C++, Troubleshooting, Python, Google App Engine, Wireshark, Objective-C, Bottle, iOS development, Django, Computer Science, Xcode, IVR, Microsoft Office, Visio, Windows 7, Java, Aspect, Linux, OS X, Web Development, MySQL, Software Installation, Git, REST, Windows, Ubuntu, Web Applications, Hardware, Android, HTML 5, Eclipse, Databases, SQL, Software Development, Microsoft Excel
Education
California State University-Fullerton 2010 — 2014
BS, Computer Science
California State University-Fullerton 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Union First Market Bank June 2014 - Present
CapitalSource Bank December 2009 - June 2014
Union Bank October 2008 - December 2009
Fremont Investment & Loan March 2006 - October 2008
Accredited Home Lenders, Inc May 2002 - March 2006
Deloitte & Touche LLP September 1998 - May 2002
Skills
Securitization, Portfolio Management, Capital Markets, Swaps, Derivatives, Hedging, Banking, Finance
Education
ABA Stonier Graduate School of Banking 2013 — 2015
University of Connecticut 1994 — 1998
Bachelors of Science; education though M.S, Accounting; Finance
Central Bancompany March 2014 - Present
The RK Equity Group January 2013 - February 2014
ButcherJoseph & Co. August 2011 - September 2012
CBRE June 2010 - August 2010
CapitalSource Bank 2007 - 2009
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Bloomberg
Education
Washington University in St. Louis 2009 — 2011
MBA, Finance, Accounting
Southern Methodist University 2003 — 2007
BS, Economics, History
Mary Institute & St. Louis Country Day School 1994 — 2003
CapitalSource Bank February 2012 - Present
CapitalSource January 2007 - December 2011
CaptialSource 2005 - 2011
TLC Health Network April 1992 - February 2001
Education
State University of New York College at Fredonia 1979 — 1983
BS, Accounting
CapitalSource Bank June 2008 - Present
Umpqua Bank CA May 2005 - May 2008
Bank of the West June 2000 - May 2005
Education
Fresno State University 1966 — 1970
Bachelor of Science (BS), Business Administration
University of California, Berkeley 1965 — 1966
None, Pre-Medicine/Pre-Medical Studies
Capital One September 2012 - Present
CapitalSource Bank April 2004 - June 2012
GE Capital November 2001 - February 2004
First Union National Bank May 1993 - December 2000
Education
Marquette University 1983 — 1987
BS, Accounting
CapitalSource Bank April 2005 - Present
Bank of America Business Credit February 2000 - March 2005
Provident Bank of Maryland 1996 - 2000
Skills
Commercial Lending, Asset Based Lending, Credit Analysis, Credit, Underwriting, Loans, Portfolio Management, Credit Risk, Financial Analysis, Banking, Loan Origination, Construction Loans, Mortgage Lending, Financial Modeling, Commercial Finance, Small Business Lending, Risk Management, Commercial Banking, Lines Of Credit, Residential Mortgages
Education
Penn State University
accounting
The Pennsylvania State University
BS - Accounting
University of Baltimore Merrick School of Business
MBA
Allied Refrigeration AS400 RPG Programmer / OperatorIndepent ContractorJuly 2010 - April 2014
BakerCorp 2012 - 2014
CapitalSource Bank July 2008 - January 2010
Fremont Investment & Loan March 1993 - July 2008
Skills
OS/400, RPG III, RPG, IBM iSeries, IBM AS/400, Oracle, Integration, FTP, SQL, AS400 system, Access, Disaster Recovery, Query Writing
Education
Cerritos College 1983 — 1986
Associate of Arts, Data Processing Programming and Operations
CTBC Bank April 2014 - Present
CapitalSource Bank 2006 - 2014
Washington Mutual January 2004 - January 2006
Skills
Loans, Banking, Credit, Microsoft Excel, Customer Service, Sales, Outlook, Leadership, Team Building, Training
Education
University of California, Davis
Bachelor of Arts (B.A.)
Beverly Hills High School
HS Diploma
Los Angeles County Sheriff's Department February 2015 - Present
Los Angeles County Registrar-Recorder/County Clerk December 2013 - February 2015
CapitalSource Bank May 2012 - August 2012
Superior Court of California, County of Orange June 2011 - August 2011
Skills
Java, C#, SharePoint, SQL, ASP.NET, CSS, Visio, Microsoft Office, MS Project, Solarwinds, ADO.NET, LINQ, Visual Studio, HTML
Education
California State University, Fullerton 2011 — 2013
B.A., Business Administration: Information Systems
University of California, Irvine 2005 — 2008
B.S., Computer Science and Engineering
CapitalSource Bank
Skills
Banking, Credit, Mortgage Lending, Commercial Lending, Loans, Small Business Lending, Loan Origination, Mortgage Banking, Consumer Lending, Credit Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
CapitalSource Bank Government Affairs InternEdwards LifesciencesJune 2010 - July 2010
Marcus & Millichap September 2009 - December 2009
Skills
Financial Analysis, Real Estate Economics, Valuation, Due Diligence, Marketing, Financial Modeling
Education
University of Southern California 2007 — 2011
Bachelor of Science, Public Policy, Management and Planning
CapitalSource Bank March 2009 - Present
Bank of America 1982 - 2007
Skills
Commercial Lending, Credit, Portfolio Management, Restructuring, Debt Restructuring, Credit Analysis, Liquidation, Banking, Asset Based Lending, Loans, Commercial Banking, Financial Structuring, Structured Finance, Due Diligence, Finance, Credit Risk, Financial Analysis
Education
Springfield College
Bachelor of Science (B.S.)
University of Massachusetts, Amherst
Master of Business Administration (M.B.A.)
CapitalSource Bank October 2013 - Present
Paramount Petroleum Corporation January 2007 - April 2013
Paramount Petroleum March 1992 - April 2013
Paramount Petroleum March 1992 - April 2013
Paramount Petroleum March 1992 - April 2013
Paramount Petroleum Corporation March 2000 - December 2006
Paramount Petroleum Corporation March 1992 - March 2000
Skills
ADP Payroll, Human Resources, Payroll, Employee Benefits, Deferred Compensation, Account Reconciliation, Accounting, Benefits Administration, Policy
Education
Chapman University
Dominguez Hills University
BA, liberal Arts
University of Dominguez Hills
Bachelor of Arts (BA), Elementary Education and Teaching
CapitalSource Bank June 2008 - Present
Process Green November 2011 - November 2012
Skills
Customer Experience
Education
California State University-Northridge 2003 — 2008
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services