CDC Small Business Finance
Industry: Company
DescriptionHeadquarters: California Subsidiary: CDC Direct Capital
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CDC Small Business Finance Employees
Employee
Years
Job
Industry
Carla Ulloa Carla Ulloa's CDC Small Business Finance Experience May 2010 - Present
Job Associate Community Loan Officer at CDC Small Business Finance
Industry Financial Services
Experience
My Dream Ceremony October 2005 - Present
CDC Small Business Finance May 2010 - Present
Inland Empire Women's Business Center June 2006 - May 2010
Fontana Public Library October 2002 - April 2006
Skills
Credit, Microsoft Excel, Customer Service, Loans, Small Business, Spanish-speaking, Weddings, Ceremonies
Education
California State University-San Bernardino 2005 — 2008
Bachelor, Business Administration
Chaffey College
General Education/Liberal Arts, Associates Degree
My Dream Ceremony October 2005 - Present
CDC Small Business Finance May 2010 - Present
Inland Empire Women's Business Center June 2006 - May 2010
Fontana Public Library October 2002 - April 2006
Skills
Credit, Microsoft Excel, Customer Service, Loans, Small Business, Spanish-speaking, Weddings, Ceremonies
Education
California State University-San Bernardino 2005 — 2008
Bachelor, Business Administration
Chaffey College
General Education/Liberal Arts, Associates Degree
Janet English, MBA, Notary Public's CDC Small Business Finance Experience July 2014 - April 2015
Job SBA Lending
Industry Financial Services
Experience
OneWest Bank, A Division of CIT Bank, NA June 2015 - Present
English Management Solutions March 2006 - June 2015
CDC Small Business Finance July 2014 - April 2015
Kforce Inc May 2013 - May 2014
MBE, a UPS Company January 2011 - August 2012
SolomonEdwardsGroup June 2010 - January 2011
Fiserv - XP Systems January 2007 - September 2009
US Bank October 1999 - January 2007
Beyond Primitive Marketing 1997 - 2000
North County Bank 1993 - 1997
Skills
Training, Leadership, Instructional Design, Team Building, Process Improvement, E-Learning, Loans, Strategic Planning, Financial Analysis, Team Leadership, Blended Learning, Marketing, Needs Analysis, Small Business, Program Management, Portfolio Management, Captivate, Performance Improvement, Project Management, Change Management, Leadership Development, Learning Management..., Lectora, Instructor-led Training, ADDIE, Technical Writing, Training Delivery, Employee Training, SharePoint, Learning Management, Management, Notary Public
Education
San Diego State University-California State University
Masters Business Administration
University of Arkansas at Fayetteville
B.S.Ed
OneWest Bank, A Division of CIT Bank, NA June 2015 - Present
English Management Solutions March 2006 - June 2015
CDC Small Business Finance July 2014 - April 2015
Kforce Inc May 2013 - May 2014
MBE, a UPS Company January 2011 - August 2012
SolomonEdwardsGroup June 2010 - January 2011
Fiserv - XP Systems January 2007 - September 2009
US Bank October 1999 - January 2007
Beyond Primitive Marketing 1997 - 2000
North County Bank 1993 - 1997
Skills
Training, Leadership, Instructional Design, Team Building, Process Improvement, E-Learning, Loans, Strategic Planning, Financial Analysis, Team Leadership, Blended Learning, Marketing, Needs Analysis, Small Business, Program Management, Portfolio Management, Captivate, Performance Improvement, Project Management, Change Management, Leadership Development, Learning Management..., Lectora, Instructor-led Training, ADDIE, Technical Writing, Training Delivery, Employee Training, SharePoint, Learning Management, Management, Notary Public
Education
San Diego State University-California State University
Masters Business Administration
University of Arkansas at Fayetteville
B.S.Ed
Kaitlan Hammock Kaitlan Hammock's CDC Small Business Finance Experience March 2011 - April 2013
Job Adventurer
Industry Nonprofit Organization Management
Experience
San Diego Microfinance Alliance March 2011 - Present
International Rescue Committee April 2013 - October 2014
CDC Small Business Finance March 2011 - April 2013
Goodwill Industries of New Mexico January 2008 - November 2010
Goodwill Industries of Central Texas October 2006 - June 2007
Adventures In Missions January 2006 - May 2006
Skills
Small Business Lending, Commercial Lending, Credit, Underwriting, Loans, Commercial Banking, Banking, Management, Finance, Leadership, Public Speaking, Microfinance, Social Media Marketing, Community Economic..., Applied Anthropology, Kaizen Leadership, 5S Workplace..., Entrepreneurship, Business Development, Nonprofits, 5S
Education
Miami University 2001 — 2005
Bachelor of Science, Anthropology
San Diego Microfinance Alliance March 2011 - Present
International Rescue Committee April 2013 - October 2014
CDC Small Business Finance March 2011 - April 2013
Goodwill Industries of New Mexico January 2008 - November 2010
Goodwill Industries of Central Texas October 2006 - June 2007
Adventures In Missions January 2006 - May 2006
Skills
Small Business Lending, Commercial Lending, Credit, Underwriting, Loans, Commercial Banking, Banking, Management, Finance, Leadership, Public Speaking, Microfinance, Social Media Marketing, Community Economic..., Applied Anthropology, Kaizen Leadership, 5S Workplace..., Entrepreneurship, Business Development, Nonprofits, 5S
Education
Miami University 2001 — 2005
Bachelor of Science, Anthropology
Ed Ryan Ed Ryan's CDC Small Business Finance Experience July 2012 - Present
Job Ed Ryan CDC Small Business Finance
Industry Commercial Real Estate
Experience
CDC Small Business Finance July 2012 - Present
US Government January 2011 - July 2012
Newmark Realty Capital January 2000 - December 2010
The Money Store December 1997 - December 1999
Imperial Capital Bancorp, Inc. and Imperial Capital Bank October 1994 - December 1997
Skills
Real Estate, Underwriting, Loans, Investment Properties, Due Diligence, Financial Analysis, Commercial Real Estate, Commercial Mortgages, Real Estate Economics, Credit, Asset Managment, Portfolio Management, Banking, Finance, Commercial Lending, Loan Servicing, Mortgage Lending, SBA, Asset Management
Education
California Polytechnic State University-San Luis Obispo 1981 — 1983
BS, Finance & Real Estate
CDC Small Business Finance July 2012 - Present
US Government January 2011 - July 2012
Newmark Realty Capital January 2000 - December 2010
The Money Store December 1997 - December 1999
Imperial Capital Bancorp, Inc. and Imperial Capital Bank October 1994 - December 1997
Skills
Real Estate, Underwriting, Loans, Investment Properties, Due Diligence, Financial Analysis, Commercial Real Estate, Commercial Mortgages, Real Estate Economics, Credit, Asset Managment, Portfolio Management, Banking, Finance, Commercial Lending, Loan Servicing, Mortgage Lending, SBA, Asset Management
Education
California Polytechnic State University-San Luis Obispo 1981 — 1983
BS, Finance & Real Estate
Vivian Cuenca Vivian Cuenca's CDC Small Business Finance Experience January 2004 - May 2012
Job Accounting Manager at Plum Healthcare Group, LLC
Industry Accounting
Experience
Plum Healthcare Group, LLC June 2012 - Present
CDC Small Business Finance January 2004 - May 2012
Skills
Financial Reporting, Accounting, Payroll, Financial Analysis, Microsoft Excel, Accounts Payable, Accounts Receivable
Education
Pamantasan ng Lungsod ng Maynila 1987 — 1991
Bachelor's degree, Accounting
Plum Healthcare Group, LLC June 2012 - Present
CDC Small Business Finance January 2004 - May 2012
Skills
Financial Reporting, Accounting, Payroll, Financial Analysis, Microsoft Excel, Accounts Payable, Accounts Receivable
Education
Pamantasan ng Lungsod ng Maynila 1987 — 1991
Bachelor's degree, Accounting
David Dugan David Dugan's CDC Small Business Finance Experience July 2012 - September 2012
Job Financial Services Consultant at EY
Industry Management Consulting
Experience
EY August 2014 - Present
EY June 2013 - September 2013
Associated Students of UC Santa Barbara June 2012 - June 2013
CDC Small Business Finance July 2012 - September 2012
iBank Inc July 2011 - September 2011
Skills
Social Media, Microsoft Office, Budgets, Microsoft Excel, PowerPoint, Finance, Management, Microsoft Word, Data Analysis, Program Management, Customer Service, Leadership, Social Networking, Financial Modeling, SQL
Education
University of California, Santa Barbara 2010 — 2014
BA, Economics and Accounting
EY August 2014 - Present
EY June 2013 - September 2013
Associated Students of UC Santa Barbara June 2012 - June 2013
CDC Small Business Finance July 2012 - September 2012
iBank Inc July 2011 - September 2011
Skills
Social Media, Microsoft Office, Budgets, Microsoft Excel, PowerPoint, Finance, Management, Microsoft Word, Data Analysis, Program Management, Customer Service, Leadership, Social Networking, Financial Modeling, SQL
Education
University of California, Santa Barbara 2010 — 2014
BA, Economics and Accounting
Josselyn Ambrose Josselyn Ambrose's CDC Small Business Finance Experience June 2014 - Present
Job Closing Analyst at CDC Small Business Finance
Industry Banking
Experience
CDC Small Business Finance June 2014 - Present
San Diego Private Bank October 2010 - May 2013
Regents Bank December 2009 - October 2010
San Diego National Bank February 2000 - May 2009
Education
Southwestern College
Business & Social Worker
CDC Small Business Finance June 2014 - Present
San Diego Private Bank October 2010 - May 2013
Regents Bank December 2009 - October 2010
San Diego National Bank February 2000 - May 2009
Education
Southwestern College
Business & Social Worker
Rene Calderon Rene Calderon's CDC Small Business Finance Experience January 1999 - February 2000
Job CEO at WFH Industries Inc.
Industry Accounting
Experience
WFH Industries Inc. June 2005 - Present
BEST Industrial Supply Co. Inc. February 2000 - February 2005
CDC Small Business Finance January 1999 - February 2000
Skills
Accounting, Account Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Analysis, Business Analysis, Financial Analysis, Data Analysis, Payroll, General Ledger, Fixed Assets, Fixed Asset Management, Consulting, Internal Audit, Cost Accounting, Cost Management, Cost Planning, Budget, Capital Budgeting, Budget Process, Operating Budgets, Department Budgeting, SBA, Budgets, Managerial Finance, Cash Flow, Financial Accounting, Management Accounting, Cash Flow Forecasting, Customer Service, Sales, Sales Management, Microsoft Excel, Project Management, Tax Preparation
Education
Cal State San Bernardino
Bachelor's degree, Accounting
San Bernardino Valley College
Associates Degree, Business Administration and Management, General
San Bernardino Valley College
Associate's degree, Economics
WFH Industries Inc. June 2005 - Present
BEST Industrial Supply Co. Inc. February 2000 - February 2005
CDC Small Business Finance January 1999 - February 2000
Skills
Accounting, Account Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Analysis, Business Analysis, Financial Analysis, Data Analysis, Payroll, General Ledger, Fixed Assets, Fixed Asset Management, Consulting, Internal Audit, Cost Accounting, Cost Management, Cost Planning, Budget, Capital Budgeting, Budget Process, Operating Budgets, Department Budgeting, SBA, Budgets, Managerial Finance, Cash Flow, Financial Accounting, Management Accounting, Cash Flow Forecasting, Customer Service, Sales, Sales Management, Microsoft Excel, Project Management, Tax Preparation
Education
Cal State San Bernardino
Bachelor's degree, Accounting
San Bernardino Valley College
Associates Degree, Business Administration and Management, General
San Bernardino Valley College
Associate's degree, Economics
Harold Walk Harold Walk's CDC Small Business Finance Experience March 1978 - December 2000
Job Supervisor, Real Estate Division
Industry Utilities
Experience
Imperial Irrigation District September 2015 - Present
Wells Fargo Bank - Business Banking Group June 2013 - September 2015
Sun Community Federal Credit Union June 2006 - January 2013
CDC Small Business Finance March 1978 - December 2000
Skills
Business Strategy, Risk Management, Loans, Credit, Change Management, New Business Development, Investments, Team Building, Financial Analysis, Management Consulting, Sales Management, Mortgage Lending, Executive Management, Negotiation, Business Development, Business Planning, Marketing Strategy, Marketing, Coaching, Contract Negotiation, Portfolio Management
Education
Calfornia Polytechnic University, Pomona, CA 1975 — 1977
Bachelor's degree, Agricultural Economics
Imperial Valley College 1973 — 1975
Associate of Science (A.S.), Agricultural Business and Management
Imperial Irrigation District September 2015 - Present
Wells Fargo Bank - Business Banking Group June 2013 - September 2015
Sun Community Federal Credit Union June 2006 - January 2013
CDC Small Business Finance March 1978 - December 2000
Skills
Business Strategy, Risk Management, Loans, Credit, Change Management, New Business Development, Investments, Team Building, Financial Analysis, Management Consulting, Sales Management, Mortgage Lending, Executive Management, Negotiation, Business Development, Business Planning, Marketing Strategy, Marketing, Coaching, Contract Negotiation, Portfolio Management
Education
Calfornia Polytechnic University, Pomona, CA 1975 — 1977
Bachelor's degree, Agricultural Economics
Imperial Valley College 1973 — 1975
Associate of Science (A.S.), Agricultural Business and Management
Catherine Riddle Catherine Riddle's CDC Small Business Finance Experience December 1994 - Present
Job CFO at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance December 1994 - Present
Pacific Southwest Bank February 1991 - June 1994
Skills
Financial Analysis, Credit
Education
University of Houston 1989 — 1990
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance
CDC Small Business Finance December 1994 - Present
Pacific Southwest Bank February 1991 - June 1994
Skills
Financial Analysis, Credit
Education
University of Houston 1989 — 1990
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance
Lisa Alberti's CDC Small Business Finance Experience March 2006 - August 2012
Job Real Estate Loan Officer III at Torrey Pines Bank, a division of Western Alliance Bank, Member FDIC
Industry Banking
Experience
Torrey Pines Bank, a division of Western Alliance Bank, Member FDIC August 2015 - Present
Bank of America April 2014 - Present
Bank of America September 2012 - Present
CDC Small Business Finance March 2006 - August 2012
GE Commercial Finance 2005 - 2006
Skills
Commercial Lending, Loans, Small Business Lending, Credit, Underwriting, Commercial Banking, Credit Analysis, Loan Origination, SBA, Financial Analysis, Banking, Commercial Mortgages, Real Estate, SBA 504, Small Business, Commercial Finance, Commercial Real Estate, Credit Risk, Due Diligence, Financial Risk, Finance, Real Estate Financing, Real Estate Lending, Refinance, Relationship Management, Asset Based Lending
Education
Tulane University - A.B. Freeman School of Business 1997 — 2000
BS, Finance, General
Torrey Pines Bank, a division of Western Alliance Bank, Member FDIC August 2015 - Present
Bank of America April 2014 - Present
Bank of America September 2012 - Present
CDC Small Business Finance March 2006 - August 2012
GE Commercial Finance 2005 - 2006
Skills
Commercial Lending, Loans, Small Business Lending, Credit, Underwriting, Commercial Banking, Credit Analysis, Loan Origination, SBA, Financial Analysis, Banking, Commercial Mortgages, Real Estate, SBA 504, Small Business, Commercial Finance, Commercial Real Estate, Credit Risk, Due Diligence, Financial Risk, Finance, Real Estate Financing, Real Estate Lending, Refinance, Relationship Management, Asset Based Lending
Education
Tulane University - A.B. Freeman School of Business 1997 — 2000
BS, Finance, General
Mohammed Rahil Munshi Mohammed Rahil Munshi's CDC Small Business Finance Experience March 2015 - June 2015
Job Global Consumer Intern at ResMed.
Industry Computer Software
Experience
Microsoft August 2015 - Present
ResMed June 2015 - Present
CDC Small Business Finance March 2015 - June 2015
Wells Fargo Financial Markets Laboratory August 2014 - May 2015
Convergys October 2011 - November 2013
Skills
Marketing Management, Leadership, Business Analysis, Requirements Analysis, Process Improvement, Training, Core Java, Servlets, Program Management, JSP, Unix, SQL, PL/SQL, XML, VXML, CCXML, Customer Service, Project Management, Analytics, SDLC
Education
San Diego State University-California State University 2014 — 2016
Master of Business Administration (MBA)
Osmania University 2007 — 2011
Bachelor of Engineering (B.E.), Computer Science
Microsoft August 2015 - Present
ResMed June 2015 - Present
CDC Small Business Finance March 2015 - June 2015
Wells Fargo Financial Markets Laboratory August 2014 - May 2015
Convergys October 2011 - November 2013
Skills
Marketing Management, Leadership, Business Analysis, Requirements Analysis, Process Improvement, Training, Core Java, Servlets, Program Management, JSP, Unix, SQL, PL/SQL, XML, VXML, CCXML, Customer Service, Project Management, Analytics, SDLC
Education
San Diego State University-California State University 2014 — 2016
Master of Business Administration (MBA)
Osmania University 2007 — 2011
Bachelor of Engineering (B.E.), Computer Science
Rudy Navarro Rudy Navarro's CDC Small Business Finance Experience December 1996 - October 1997
Job Operations Executive at Dealstruck
Industry Financial Services
Experience
Dealstruck September 2013 - Present
Amaya Capital Corp May 2012 - September 2013
Capital Partners August 2011 - May 2012
Capital Partners July 2009 - August 2011
Capital Partners January 2006 - June 2009
Capital Partners July 2004 - December 2005
GE Capital October 2001 - June 2004
Heller Financial October 1999 - October 2001
IFC Capital October 1997 - October 1999
CDC Small Business Finance December 1996 - October 1997
Skills
TaskCentre Business..., Business Process..., Crystal Reports, Salesforce.com, SQL Server, Financial Modeling, Portfolio Management, Credit Risk, Credit Analysis, Data Analysis, VBScript, Microsoft Office, Microsoft SQL Server, Cadence for Factoring, Pervasive Data..., Loan Structuring, VBA, Re-engineering..., Loans, Risk Management, Analysis, Financial Structuring, Credit, Strategy, Finance, Management, Process Improvement, Business Development
Education
Northwestern University 2001 — 2004
Bachelor of Science, Applied Mathematics and Computer Science
California State University-Bakersfield 1992 — 1996
Bachelor of Arts, Applied Economics, Business Administration
Dealstruck September 2013 - Present
Amaya Capital Corp May 2012 - September 2013
Capital Partners August 2011 - May 2012
Capital Partners July 2009 - August 2011
Capital Partners January 2006 - June 2009
Capital Partners July 2004 - December 2005
GE Capital October 2001 - June 2004
Heller Financial October 1999 - October 2001
IFC Capital October 1997 - October 1999
CDC Small Business Finance December 1996 - October 1997
Skills
TaskCentre Business..., Business Process..., Crystal Reports, Salesforce.com, SQL Server, Financial Modeling, Portfolio Management, Credit Risk, Credit Analysis, Data Analysis, VBScript, Microsoft Office, Microsoft SQL Server, Cadence for Factoring, Pervasive Data..., Loan Structuring, VBA, Re-engineering..., Loans, Risk Management, Analysis, Financial Structuring, Credit, Strategy, Finance, Management, Process Improvement, Business Development
Education
Northwestern University 2001 — 2004
Bachelor of Science, Applied Mathematics and Computer Science
California State University-Bakersfield 1992 — 1996
Bachelor of Arts, Applied Economics, Business Administration
Loren Taing Loren Taing's CDC Small Business Finance Experience July 2015 - Present
Job Credit Analyst at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance July 2015 - Present
Business Finance Capital June 2012 - July 2015
Citibank June 2007 - February 2011
Ameriprise Financial Services, Inc. June 2005 - December 2006
Skills
Banking, Financial Analysis, Financial Services, Credit, Underwriting, Microsoft Office, Financial Statements, Credit Analysis, Customer Service, Microsoft Excel, Relationship Management, Loans, Sales, SBA 504, Finance, Wealth Management, Outlook, Financial Reporting, Loan Compliance, Strategic Financial..., Accounting, Salesforce.com, Microsoft Word, Real Estate, Budgeting
Education
San Diego State University-California State University 1999 — 2004
Bachelor's Degree, Business Administration, Finance
CDC Small Business Finance July 2015 - Present
Business Finance Capital June 2012 - July 2015
Citibank June 2007 - February 2011
Ameriprise Financial Services, Inc. June 2005 - December 2006
Skills
Banking, Financial Analysis, Financial Services, Credit, Underwriting, Microsoft Office, Financial Statements, Credit Analysis, Customer Service, Microsoft Excel, Relationship Management, Loans, Sales, SBA 504, Finance, Wealth Management, Outlook, Financial Reporting, Loan Compliance, Strategic Financial..., Accounting, Salesforce.com, Microsoft Word, Real Estate, Budgeting
Education
San Diego State University-California State University 1999 — 2004
Bachelor's Degree, Business Administration, Finance
Kurt Chilcott Kurt Chilcott's CDC Small Business Finance Experience June 1998 - Present
Job President & Chief Executive Officer at CDC Small Business Finance
Industry Financial Services
Experience
National Association of Government Guaranteed Lenders September 2007 - Present
International Economic Development Council, Washington, D.C. 2002 - Present
National Association of Development Companies January 1999 - Present
CDC Small Business Finance June 1998 - Present
CDC Small Business Finance June 1998 - Present
Vistage Interntational, the World's Leading CEO Organization 2005 - 2010
International Economic Development Council 2002 - 2004
City of San Diego April 1989 - June 1998
Economic Development Services City of San Diego 1989 - 1996
Skills
Economic Development, Community Development, Non-profits, Fundraising, Small Business, Public Speaking, Public/private..., Public Policy, Small Business Lending, Strategic Planning, Community Outreach, Financial Analysis, Government, Grants, Real Estate, Policy, Nonprofits, Program Management, Leadership, Public Relations, Program Development, Grant Writing, Policy Analysis, Board Development, Social Entrepreneurship, Loans, Proposal Writing, Entrepreneurship, Finance, Real Estate Economics, Workforce Development, Commercial Lending, Non-profit..., Microfinance, Management, Organizational..., Redevelopment, Affordable Housing
Education
Harvard University 1972 — 1976
Bachelor of Arts (B.A.), Cultural Anthropology
University of California, Berkeley 1982 — 1984
Masters - Public Policy, Economic Development
National Association of Government Guaranteed Lenders September 2007 - Present
International Economic Development Council, Washington, D.C. 2002 - Present
National Association of Development Companies January 1999 - Present
CDC Small Business Finance June 1998 - Present
CDC Small Business Finance June 1998 - Present
Vistage Interntational, the World's Leading CEO Organization 2005 - 2010
International Economic Development Council 2002 - 2004
City of San Diego April 1989 - June 1998
Economic Development Services City of San Diego 1989 - 1996
Skills
Economic Development, Community Development, Non-profits, Fundraising, Small Business, Public Speaking, Public/private..., Public Policy, Small Business Lending, Strategic Planning, Community Outreach, Financial Analysis, Government, Grants, Real Estate, Policy, Nonprofits, Program Management, Leadership, Public Relations, Program Development, Grant Writing, Policy Analysis, Board Development, Social Entrepreneurship, Loans, Proposal Writing, Entrepreneurship, Finance, Real Estate Economics, Workforce Development, Commercial Lending, Non-profit..., Microfinance, Management, Organizational..., Redevelopment, Affordable Housing
Education
Harvard University 1972 — 1976
Bachelor of Arts (B.A.), Cultural Anthropology
University of California, Berkeley 1982 — 1984
Masters - Public Policy, Economic Development
Steven Doss Steven Doss's CDC Small Business Finance Experience 1995 - 2005
Job Senior Vice President, Wells Fargo Bank SBA Lending Group
Industry Banking
Experience
Wells Fargo Bank February 2005 - Present
CDC Small Business Finance Corp. January 2010 - Present
CDC Small Business Finance 1995 - 2005
Skills
Small Business Lending, SBA, SBA 504, Commercial Lending, Loans, Commercial Banking, Credit, Financial Analysis, Loan Origination, Leadership, Mortgage Lending, Credit Analysis, Commercial Mortgages, Asset Based Lending, Business Development, Banking, Underwriting, Portfolio Management
Education
California State University-Fullerton 1987 — 1991
BA, Business
Wells Fargo Bank February 2005 - Present
CDC Small Business Finance Corp. January 2010 - Present
CDC Small Business Finance 1995 - 2005
Skills
Small Business Lending, SBA, SBA 504, Commercial Lending, Loans, Commercial Banking, Credit, Financial Analysis, Loan Origination, Leadership, Mortgage Lending, Credit Analysis, Commercial Mortgages, Asset Based Lending, Business Development, Banking, Underwriting, Portfolio Management
Education
California State University-Fullerton 1987 — 1991
BA, Business
Dianna Terry Dianna Terry's CDC Small Business Finance Experience October 2003 - October 2014
Job Portfolio Risk Mgt Officer at Cal Coast Credit Union
Industry Commercial Real Estate
Experience
Portfolio Ri June 2015 - Present
CDC Small Business Finance October 2003 - October 2014
Sempra Energy September 2000 - August 2003
Churchhill Mortgage of San Diego August 1998 - August 2000
Bank United January 1993 - June 1998
Skills
Credit, Financial Analysis, Real Estate, Commercial Lending, Loans
Education
Sam Houston State University
BBA, Finance
Portfolio Ri June 2015 - Present
CDC Small Business Finance October 2003 - October 2014
Sempra Energy September 2000 - August 2003
Churchhill Mortgage of San Diego August 1998 - August 2000
Bank United January 1993 - June 1998
Skills
Credit, Financial Analysis, Real Estate, Commercial Lending, Loans
Education
Sam Houston State University
BBA, Finance
Megan Vela Megan Vela's CDC Small Business Finance Experience September 2005 - Present
Job Credit Analyst at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance September 2005 - Present
Standard Federal Bank/Bank of America 2003 - 2005
Skills
Small Business Lending, Commercial Banking, Underwriting, SBA, Mortgage Lending, Financial Analysis, Finance, Commercial Mortgages, Banking, Credit Risk
Education
Central Michigan University 1999 — 2003
BSBA, Finance
CDC Small Business Finance September 2005 - Present
Standard Federal Bank/Bank of America 2003 - 2005
Skills
Small Business Lending, Commercial Banking, Underwriting, SBA, Mortgage Lending, Financial Analysis, Finance, Commercial Mortgages, Banking, Credit Risk
Education
Central Michigan University 1999 — 2003
BSBA, Finance
Dean Haidl Dean Haidl's CDC Small Business Finance Experience January 1998 - June 1999
Job Senior Vice President at Spectrum Commercial Lending, Inc.
Industry Banking
Experience
Spectrum Commercial Lending, Inc. June 2006 - Present
Bank of America June 1999 - 2006
CDC Small Business Finance January 1998 - June 1999
Skills
Capital
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1993 — 1995
MBA, Finance
University of California, Riverside 1989 — 1993
BS, Business
Spectrum Commercial Lending, Inc. June 2006 - Present
Bank of America June 1999 - 2006
CDC Small Business Finance January 1998 - June 1999
Skills
Capital
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1993 — 1995
MBA, Finance
University of California, Riverside 1989 — 1993
BS, Business
Andrew Bolton Andrew Bolton's CDC Small Business Finance Experience January 2007 - Present
Job VP Business Development, SBA
Industry Banking
Experience
CapitalSource January 2013 - Present
CDC Small Business Finance January 2007 - Present
U.S. Bank August 2010 - January 2013
Future for Kids September 2006 - May 2011
Legis Commercial Capital February 2010 - August 2010
Green Energy Concepts, LLC January 2009 - February 2010
Temecula Valley Bank July 2007 - January 2009
Community National Bank/ Pacific Western Bank November 2003 - July 2007
BAX Global March 2002 - January 2003
Intel Corporation October 2000 - March 2002
Skills
Finance, Credit, Banking, Loans, Credit Analysis, Real Estate, Sales, Financial Analysis, Commercial Banking, Portfolio Management, Leadership, Investment Properties, Management, SBA, Mortgage Lending, Risk Management, Investments, Due Diligence, Marketing, Mergers, Commercial Real Estate, Relationship Management, Cash Management, Small Business Lending, Commercial Mortgages, SBA 504, Asset Based Lending, Underwriting, Funding, Cash Flow Lending, USDA, Real Estate Financing, Small Business, Financial Modeling, Financial Services, Real Estate Economics, Financial Structuring, Mergers & Acquisitions, Loan Origination, Refinance, Mortgage Banking, Business Development, Customer Service, Entrepreneurship, Commercial Lending, Credit Risk, Lines Of Credit, Consumer Lending, Treasury Management, Construction Loans
Education
University of Phoenix 2002 — 2005
BS
Bethel University 1995 — 1997
CapitalSource January 2013 - Present
CDC Small Business Finance January 2007 - Present
U.S. Bank August 2010 - January 2013
Future for Kids September 2006 - May 2011
Legis Commercial Capital February 2010 - August 2010
Green Energy Concepts, LLC January 2009 - February 2010
Temecula Valley Bank July 2007 - January 2009
Community National Bank/ Pacific Western Bank November 2003 - July 2007
BAX Global March 2002 - January 2003
Intel Corporation October 2000 - March 2002
Skills
Finance, Credit, Banking, Loans, Credit Analysis, Real Estate, Sales, Financial Analysis, Commercial Banking, Portfolio Management, Leadership, Investment Properties, Management, SBA, Mortgage Lending, Risk Management, Investments, Due Diligence, Marketing, Mergers, Commercial Real Estate, Relationship Management, Cash Management, Small Business Lending, Commercial Mortgages, SBA 504, Asset Based Lending, Underwriting, Funding, Cash Flow Lending, USDA, Real Estate Financing, Small Business, Financial Modeling, Financial Services, Real Estate Economics, Financial Structuring, Mergers & Acquisitions, Loan Origination, Refinance, Mortgage Banking, Business Development, Customer Service, Entrepreneurship, Commercial Lending, Credit Risk, Lines Of Credit, Consumer Lending, Treasury Management, Construction Loans
Education
University of Phoenix 2002 — 2005
BS
Bethel University 1995 — 1997
Mike Wittmer Mike Wittmer's CDC Small Business Finance Experience April 2008 - October 2008
Job Project Engineer at C.W. Driver
Industry Construction
Experience
C.W. Driver April 2012 - Present
Arcadis US - PMCM September 2010 - January 2012
CDC Small Business Finance April 2008 - October 2008
U.S. Bank, N.A. June 2006 - April 2008
Chase Home Finance October 2002 - October 2003
Skills
Contractors, Program Management, Customer Service, Project Management, Construction Management, Management, Project Planning, Construction, Proposal Writing, Contract Management, Budgets, Strategic Planning, Risk Management, Project Estimation, Primavera P6
Education
University of Phoenix 2004 — 2008
Bachelors, Business Management, 3.6
C.W. Driver April 2012 - Present
Arcadis US - PMCM September 2010 - January 2012
CDC Small Business Finance April 2008 - October 2008
U.S. Bank, N.A. June 2006 - April 2008
Chase Home Finance October 2002 - October 2003
Skills
Contractors, Program Management, Customer Service, Project Management, Construction Management, Management, Project Planning, Construction, Proposal Writing, Contract Management, Budgets, Strategic Planning, Risk Management, Project Estimation, Primavera P6
Education
University of Phoenix 2004 — 2008
Bachelors, Business Management, 3.6
Sunni Raney's CDC Small Business Finance Experience May 2013 - Present
Job Director of Marketing & Sales Support at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance May 2013 - Present
TMC Financing July 2001 - April 2013
Cabot Cabot & Forbes May 2000 - June 2001
Skills
Public Relations, Advertising, Real Estate, Small Business Lending, Marketing, Email Marketing, Marketing Communications, Social Media Marketing, Salesforce.com..., Salesforce.com, Finance, Loans, Commercial Lending, Business Development
Education
Boston University 1996 — 2000
BA, Anthropology
CDC Small Business Finance May 2013 - Present
TMC Financing July 2001 - April 2013
Cabot Cabot & Forbes May 2000 - June 2001
Skills
Public Relations, Advertising, Real Estate, Small Business Lending, Marketing, Email Marketing, Marketing Communications, Social Media Marketing, Salesforce.com..., Salesforce.com, Finance, Loans, Commercial Lending, Business Development
Education
Boston University 1996 — 2000
BA, Anthropology
Ally Salazar Ally Salazar's CDC Small Business Finance Experience December 2013 - Present
Job Sales and Marketing Specialist at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance December 2013 - Present
CDC Small Business Finance May 2012 - December 2013
TMC Financing January 2011 - May 2012
TMC Financing December 2010 - January 2011
Heart for Halloween, Lucile Packard Benefit July 2010 - October 2010
Skills
Adobe Indesign CS6, Salesforce.com CRM, Pardot, Microsoft Excel, PowerPoint, Credit, Real Estate, Small Business, Commercial Mortgages, Credit Analysis
Education
Saint Mary's College of California 2006 — 2010
B.A. Communication, Advertising, Public Relations, Qualitative and Quantitative Research, Economics, Accounting
Deakin University 2009 — 2009
Semester Abroad, TV and Studio Production, Australian Culture, Photography, Studio Art Visual Narrative
CDC Small Business Finance December 2013 - Present
CDC Small Business Finance May 2012 - December 2013
TMC Financing January 2011 - May 2012
TMC Financing December 2010 - January 2011
Heart for Halloween, Lucile Packard Benefit July 2010 - October 2010
Skills
Adobe Indesign CS6, Salesforce.com CRM, Pardot, Microsoft Excel, PowerPoint, Credit, Real Estate, Small Business, Commercial Mortgages, Credit Analysis
Education
Saint Mary's College of California 2006 — 2010
B.A. Communication, Advertising, Public Relations, Qualitative and Quantitative Research, Economics, Accounting
Deakin University 2009 — 2009
Semester Abroad, TV and Studio Production, Australian Culture, Photography, Studio Art Visual Narrative
Elle Jameson's CDC Small Business Finance Experience June 2012 - April 2013
Job Vice President of Business Development at Bizfi
Industry Financial Services
Experience
Bizfi January 2015 - Present
AVANA Capital April 2013 - December 2014
CDC Small Business Finance June 2012 - April 2013
First Utah Bank April 2011 - June 2012
ModBod January 2010 - April 2011
CaliforniaMart 2009 - 2010
Bank of the West 2007 - 2009
Zions Bank National Real Estate Group 2002 - 2007
Skills
Commercial Lending, Credit, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Financial Analysis, SBA 504, SBA, Marketing, Commercial Real Estate, Owner Occupied, Lines Of Credit, Asset Based Lending, Cash Flow Lending, Banking, Real Estate Economics, Refinance, Loan Origination, Real Estate Financing, Investments, Construction Loans, Operations Management, Underwriting, Factoring, Mortgage Lending, Salesforce.com, Finance, USDA, Funding, Commercial Mortgages, Investors, Portfolio Management, Credit Risk, Real Estate, Sales, Management, Risk Management
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Graduate - Professional Designation, Fashion Design
University of Utah
B.S., Finance
Bizfi January 2015 - Present
AVANA Capital April 2013 - December 2014
CDC Small Business Finance June 2012 - April 2013
First Utah Bank April 2011 - June 2012
ModBod January 2010 - April 2011
CaliforniaMart 2009 - 2010
Bank of the West 2007 - 2009
Zions Bank National Real Estate Group 2002 - 2007
Skills
Commercial Lending, Credit, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Financial Analysis, SBA 504, SBA, Marketing, Commercial Real Estate, Owner Occupied, Lines Of Credit, Asset Based Lending, Cash Flow Lending, Banking, Real Estate Economics, Refinance, Loan Origination, Real Estate Financing, Investments, Construction Loans, Operations Management, Underwriting, Factoring, Mortgage Lending, Salesforce.com, Finance, USDA, Funding, Commercial Mortgages, Investors, Portfolio Management, Credit Risk, Real Estate, Sales, Management, Risk Management
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Graduate - Professional Designation, Fashion Design
University of Utah
B.S., Finance
LaKisha Gant LaKisha Gant's CDC Small Business Finance Experience October 2013 - Present
Job Loan Coordinator at CDC Small Business Finance
Industry Banking
Experience
CDC Small Business Finance October 2013 - Present
CDC Small Business Finance September 2001 - October 2013
CDC Synergy Lender Services August 2011 - November 2012
CDC Small Business FInance January 2007 - October 2007
Skills
Customer Service, Loan Documentation, Administrative Support, Clerical Skills, Customer Satisfaction, Small Business Lending, Loan Production..., Underwriting, Loans, Commercial Lending, Credit, Banking, SBA, SBA 504, Administrative..., Loan Origination, Risk Management, Small Business, Financial Structuring, FHA, Real Estate Financing, Real Estate Economics, Commercial Mortgages, Construction Loans, Mortgage Lending, Lines Of Credit, Credit Analysis, Asset Based Lending, Commercial Banking, Mortgage Banking, Consumer Lending, Mortgage Underwriting, Credit Risk
Education
University of Phoenix 2011 — 2015
Masters of Science, Accounting
University of Phoenix 2005 — 2007
Bachelors Degree, Finance
San Diego State University-California State University 1997 — 1999
Finance
CDC Small Business Finance October 2013 - Present
CDC Small Business Finance September 2001 - October 2013
CDC Synergy Lender Services August 2011 - November 2012
CDC Small Business FInance January 2007 - October 2007
Skills
Customer Service, Loan Documentation, Administrative Support, Clerical Skills, Customer Satisfaction, Small Business Lending, Loan Production..., Underwriting, Loans, Commercial Lending, Credit, Banking, SBA, SBA 504, Administrative..., Loan Origination, Risk Management, Small Business, Financial Structuring, FHA, Real Estate Financing, Real Estate Economics, Commercial Mortgages, Construction Loans, Mortgage Lending, Lines Of Credit, Credit Analysis, Asset Based Lending, Commercial Banking, Mortgage Banking, Consumer Lending, Mortgage Underwriting, Credit Risk
Education
University of Phoenix 2011 — 2015
Masters of Science, Accounting
University of Phoenix 2005 — 2007
Bachelors Degree, Finance
San Diego State University-California State University 1997 — 1999
Finance
Dennise Gutierrez Dennise Gutierrez's CDC Small Business Finance Experience July 2007 - Present
Job Accounting Manager at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance July 2007 - Present
Children's Physicians Medical Group 2005 - 2007
Skills
Budgets, Microsoft Excel, Accounting, Risk Management, Customer Service, Business Planning, Investments, Due Diligence, Cash Management, Leadership, Management, Treasury Management, Financial Services, Asset Based Lending, Real Estate Economics, Asset Management, Real Estate Financing, Accounts Payable, Financial Modeling, SBA, Mergers & Acquisitions, Credit Risk, Financial Reporting, Financial Structuring, Portfolio Management, Accounts Receivable, Business Analysis, Business Development, Analysis, Strategic Planning, Managerial Finance, Cash Flow
Education
University of Phoenix-San Diego Campus
Bachelor of Science (BS), Business Administration, Accounting
CDC Small Business Finance July 2007 - Present
Children's Physicians Medical Group 2005 - 2007
Skills
Budgets, Microsoft Excel, Accounting, Risk Management, Customer Service, Business Planning, Investments, Due Diligence, Cash Management, Leadership, Management, Treasury Management, Financial Services, Asset Based Lending, Real Estate Economics, Asset Management, Real Estate Financing, Accounts Payable, Financial Modeling, SBA, Mergers & Acquisitions, Credit Risk, Financial Reporting, Financial Structuring, Portfolio Management, Accounts Receivable, Business Analysis, Business Development, Analysis, Strategic Planning, Managerial Finance, Cash Flow
Education
University of Phoenix-San Diego Campus
Bachelor of Science (BS), Business Administration, Accounting
Phil Mulder Phil Mulder's CDC Small Business Finance Experience August 1995 - Present
Job Sr. Commercial Loan Officer at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance August 1995 - Present
Wells Fargo Bank January 1991 - January 1994
Skills
Commercial Lending, Loans, Small Business Lending, SBA, Finance, Commercial Mortgages, Small Business, Commercial Banking, Mortgage Lending, Lines Of Credit, Loan Origination, Investment Properties, Underwriting, Asset Based Lending, Banking, Credit, Credit Analysis, Due Diligence
Education
Dordt College 1983 — 1988
B.A., Business Administration
CDC Small Business Finance August 1995 - Present
Wells Fargo Bank January 1991 - January 1994
Skills
Commercial Lending, Loans, Small Business Lending, SBA, Finance, Commercial Mortgages, Small Business, Commercial Banking, Mortgage Lending, Lines Of Credit, Loan Origination, Investment Properties, Underwriting, Asset Based Lending, Banking, Credit, Credit Analysis, Due Diligence
Education
Dordt College 1983 — 1988
B.A., Business Administration
April Harvey April Harvey's CDC Small Business Finance Experience June 2001 - Present
Job Sr. Construction Funding Analyst/504 Team Lead at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance June 2001 - Present
IFC Capital Corporation December 1997 - June 2001
Skills
Small Business Lending, SBA, Commercial Mortgages, Commercial Lending, Loan Origination, Loans, Finance, Real Estate Transactions, Credit Analysis, Commercial Banking, Credit, Mortgage Lending, Consumer Lending, Construction Loans, Small Business, SBA 504, Real Estate Economics, Asset Based Lending, Real Estate, Mortgage Underwriting, Commercial Real Estate, Real Estate Financing, Refinance, Mortgage Banking
Education
Grossmont College
Paralegal
CDC Small Business Finance June 2001 - Present
IFC Capital Corporation December 1997 - June 2001
Skills
Small Business Lending, SBA, Commercial Mortgages, Commercial Lending, Loan Origination, Loans, Finance, Real Estate Transactions, Credit Analysis, Commercial Banking, Credit, Mortgage Lending, Consumer Lending, Construction Loans, Small Business, SBA 504, Real Estate Economics, Asset Based Lending, Real Estate, Mortgage Underwriting, Commercial Real Estate, Real Estate Financing, Refinance, Mortgage Banking
Education
Grossmont College
Paralegal
Doug Diekmann Doug Diekmann's CDC Small Business Finance Experience June 1995 - June 2002
Job Business Development Officer
Industry Banking
Experience
AmPac TriState CDC January 2011 - Present
Community Bank June 2003 - February 2009
Wells Fargo June 2001 - June 2003
CDC Small Business Finance June 1995 - June 2002
United States Marine Corps January 1979 - October 1994
Skills
Lines Of Credit, SBA, Small Business Lending, Commercial Lending, Commercial Mortgages, Credit Analysis, Underwriting, Commercial Banking, Loan Origination, Consumer Lending, Loans, Refinance, Construction Loans, Real Estate Economics, Mortgage Lending, Asset Based Lending, SBA 504, Credit, Financial Structuring, Real Estate Financing, Commercial Finance, FHA, Mortgage Banking, VA loans, Investments, Residential Mortgages, Middle Market, Loss Mitigation, Mortgage Underwriting, Commercial Real Estate, Factoring, Branch Management, Cross Selling, Cash Flow Lending, Loan Servicing, Funding, Credit Risk, USDA, Portfolio Management, Treasury Management, Bridge Loans, Private Banking, Deposits, Banking, Structured Finance, Cash Management, Financial Analysis, Finance, Real Estate, Risk Management
Education
Cal State San Bernardino
Bachelor of Science (BS)
Chapman University
AmPac TriState CDC January 2011 - Present
Community Bank June 2003 - February 2009
Wells Fargo June 2001 - June 2003
CDC Small Business Finance June 1995 - June 2002
United States Marine Corps January 1979 - October 1994
Skills
Lines Of Credit, SBA, Small Business Lending, Commercial Lending, Commercial Mortgages, Credit Analysis, Underwriting, Commercial Banking, Loan Origination, Consumer Lending, Loans, Refinance, Construction Loans, Real Estate Economics, Mortgage Lending, Asset Based Lending, SBA 504, Credit, Financial Structuring, Real Estate Financing, Commercial Finance, FHA, Mortgage Banking, VA loans, Investments, Residential Mortgages, Middle Market, Loss Mitigation, Mortgage Underwriting, Commercial Real Estate, Factoring, Branch Management, Cross Selling, Cash Flow Lending, Loan Servicing, Funding, Credit Risk, USDA, Portfolio Management, Treasury Management, Bridge Loans, Private Banking, Deposits, Banking, Structured Finance, Cash Management, Financial Analysis, Finance, Real Estate, Risk Management
Education
Cal State San Bernardino
Bachelor of Science (BS)
Chapman University
Valerae Limtiaco Valerae Limtiaco's CDC Small Business Finance Experience December 2012 - Present
Job Agency Support/Customer Service Rep
Industry Insurance
Experience
Origami Owl October 2014 - Present
Pacific Indemnity Insurance Company August 2014 - Present
CDC Small Business Finance December 2012 - Present
American Standard Insurance Undewriters December 2010 - January 2012
Guam Capital Investment Corporation July 2008 - December 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Social Networking
Education
South University-Savannah Online 2012 — 2017
Origami Owl October 2014 - Present
Pacific Indemnity Insurance Company August 2014 - Present
CDC Small Business Finance December 2012 - Present
American Standard Insurance Undewriters December 2010 - January 2012
Guam Capital Investment Corporation July 2008 - December 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Social Networking
Education
South University-Savannah Online 2012 — 2017
Erika Brandt Erika Brandt's CDC Small Business Finance Experience Junior Portfolio Loan OfficerColorado Lending SourceOctober 2014 - June 2015
Job Portfolio Analyst at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance Junior Portfolio Loan OfficerColorado Lending SourceOctober 2014 - June 2015
Grand Valley State University May 2012 - August 2012
Grand Valley State University January 2012 - April 2012
Skills
Microsoft Office, Customer Service, Databases, Microsoft Excel, Data Entry, Teamwork, Photography, Research, Microsoft Word, Art Exhibitions, Commercial Lending, Portfolio Management, Anthropology, Teaching, Kitesurfing, Nonprofits
Education
Grand Valley State University 2008 — 2011
Bachelor of Arts (BA), Anthropology
CDC Small Business Finance Junior Portfolio Loan OfficerColorado Lending SourceOctober 2014 - June 2015
Grand Valley State University May 2012 - August 2012
Grand Valley State University January 2012 - April 2012
Skills
Microsoft Office, Customer Service, Databases, Microsoft Excel, Data Entry, Teamwork, Photography, Research, Microsoft Word, Art Exhibitions, Commercial Lending, Portfolio Management, Anthropology, Teaching, Kitesurfing, Nonprofits
Education
Grand Valley State University 2008 — 2011
Bachelor of Arts (BA), Anthropology
Jeffrey Bridgford Jeffrey Bridgford's CDC Small Business Finance Experience August 2001 - May 2007
Job Vice President, Middle Market Relationship Manager
Industry Banking
Experience
U.S. Bank September 2012 - Present
JPMorgan Chase & Co. May 2010 - September 2012
Wells Fargo May 2007 - May 2010
CDC Small Business Finance August 2001 - May 2007
I/Tech Services, Inc. March 2000 - May 2001
Allegis Group June 1998 - March 2000
Skills
Management
Education
James Madison University
B.B.A., Finance
U.S. Bank September 2012 - Present
JPMorgan Chase & Co. May 2010 - September 2012
Wells Fargo May 2007 - May 2010
CDC Small Business Finance August 2001 - May 2007
I/Tech Services, Inc. March 2000 - May 2001
Allegis Group June 1998 - March 2000
Skills
Management
Education
James Madison University
B.B.A., Finance
Tina Henry Tina Henry's CDC Small Business Finance Experience February 2011 - Present
Job Loan Processor at CDC Small Business Finance
Industry Banking
Experience
CDC Small Business Finance February 2011 - Present
Rotter and Associates, Ltd. August 2009 - February 2011
Banco Popular October 2007 - December 2008
Orange County Business Bank April 2007 - September 2007
Citibank May 1999 - April 2007
Citibank (West), FSB May 1999 - April 2007
Skills
Loans, SBA, USDA, Commercial Lending, Small Business Lending, Commercial Banking
Education
Cerritos College
CDC Small Business Finance February 2011 - Present
Rotter and Associates, Ltd. August 2009 - February 2011
Banco Popular October 2007 - December 2008
Orange County Business Bank April 2007 - September 2007
Citibank May 1999 - April 2007
Citibank (West), FSB May 1999 - April 2007
Skills
Loans, SBA, USDA, Commercial Lending, Small Business Lending, Commercial Banking
Education
Cerritos College
Jessie Asuncion Jessie Asuncion's CDC Small Business Finance Experience March 2012 - September 2013
Job Software Engineer at Hologic (Formerly GenProbe)
Industry Computer Software
Experience
Hologic (Formerly Gen-Probe) April 2015 - Present
Mitchell International October 2013 - April 2015
CDC Small Business Finance March 2012 - September 2013
L-3 Communications November 2001 - March 2012
Applied Magic August 1997 - August 2001
BlueSky Software April 1994 - August 1997
Personal Computer Products, Inc January 1988 - March 1994
Skills
Software Engineering, Embedded Systems, Testing, C#, Python, Embedded Software, Systems Engineering, Java, Digital Signal..., JavaScript, Programming, C, SQL, Web Services, Scrum, Device Drivers, Android, ASP.NET, VB.NET, Web Development, Adobe Flex, Agile Methodologies, iOS development, Mobile Applications, Object Oriented Design, Design Patterns, REST, Visual C++, Test Automation, Unit Testing, Microsoft Reporting..., AngularJS, SSRS
Education
University of California, San Diego Extentsion 2011 — 2011
Integrated Circuit Design Engineering Certificate, Electrical Engineering
University of California, San Diego 1983 — 1988
Bachelor of Arts, Mathematics-Computer Science
San Diego Mesa College
Japanese
Hologic (Formerly Gen-Probe) April 2015 - Present
Mitchell International October 2013 - April 2015
CDC Small Business Finance March 2012 - September 2013
L-3 Communications November 2001 - March 2012
Applied Magic August 1997 - August 2001
BlueSky Software April 1994 - August 1997
Personal Computer Products, Inc January 1988 - March 1994
Skills
Software Engineering, Embedded Systems, Testing, C#, Python, Embedded Software, Systems Engineering, Java, Digital Signal..., JavaScript, Programming, C, SQL, Web Services, Scrum, Device Drivers, Android, ASP.NET, VB.NET, Web Development, Adobe Flex, Agile Methodologies, iOS development, Mobile Applications, Object Oriented Design, Design Patterns, REST, Visual C++, Test Automation, Unit Testing, Microsoft Reporting..., AngularJS, SSRS
Education
University of California, San Diego Extentsion 2011 — 2011
Integrated Circuit Design Engineering Certificate, Electrical Engineering
University of California, San Diego 1983 — 1988
Bachelor of Arts, Mathematics-Computer Science
San Diego Mesa College
Japanese
Susannah Torok Susannah Torok's CDC Small Business Finance Experience April 2015 - Present
Job Business Advising Intern at CDC Small Business Finance
Industry Public Relations and Communications
Experience
Medical Research Charities May 2015 - Present
CDC Small Business Finance April 2015 - Present
Nonprofit Resources LLC January 2015 - June 2015
Point Loma Nazarene University August 2012 - May 2015
24 Hour Fitness May 2014 - February 2015
Skills
Kindness, Event Planning, Photography, Student Leadership, Resident Relations, Relator, Individualization, Student Affairs, Coordinating Events, Time Management, Microsoft Excel, Events Coordination, PowerPoint
Education
Point Loma Nazarene University 2011 — 2015
Bachelor of Arts (BA), Managerial and Organizational Communications
Medical Research Charities May 2015 - Present
CDC Small Business Finance April 2015 - Present
Nonprofit Resources LLC January 2015 - June 2015
Point Loma Nazarene University August 2012 - May 2015
24 Hour Fitness May 2014 - February 2015
Skills
Kindness, Event Planning, Photography, Student Leadership, Resident Relations, Relator, Individualization, Student Affairs, Coordinating Events, Time Management, Microsoft Excel, Events Coordination, PowerPoint
Education
Point Loma Nazarene University 2011 — 2015
Bachelor of Arts (BA), Managerial and Organizational Communications
Curtis Valenzuela Curtis Valenzuela's CDC Small Business Finance Experience 1997 - 1999
Job President, NonBankLender.com
Industry Financial Services
Experience
NonBankLender April 2009 - Present
InterimLender.com April 2009 - Present
Bolt Law Group January 2008 - Present
Spectrum Commercial Lending, Inc. 2004 - 2009
Spectrum Legal Services, LLP July 2003 - December 2007
Bank of America 1999 - 2002
Community Bank 2000 - 2000
CDC Small Business Finance 1997 - 1999
Skills
Loans, Mortgage Lending, SBA, Real Estate Financing, Commercial Lending, Real Estate, Investment Managment, Small Business, Investment Management, Mergers & Acquisitions, Corporate Finance, Funding, Real Estate Economics, SBA 504, Business Development, Commercial Mortgages, Finance, Small Business Lending, Portfolio Management
Education
Western State College of Law 2000 — 2003
JD, Law School
California State University-Long Beach 1993 — 1994
Masters, Public Administration / Employer - Employee Releations
California State University-Long Beach 1988 — 1992
Bachelor of Business Administration (BBA), Marketing
NonBankLender April 2009 - Present
InterimLender.com April 2009 - Present
Bolt Law Group January 2008 - Present
Spectrum Commercial Lending, Inc. 2004 - 2009
Spectrum Legal Services, LLP July 2003 - December 2007
Bank of America 1999 - 2002
Community Bank 2000 - 2000
CDC Small Business Finance 1997 - 1999
Skills
Loans, Mortgage Lending, SBA, Real Estate Financing, Commercial Lending, Real Estate, Investment Managment, Small Business, Investment Management, Mergers & Acquisitions, Corporate Finance, Funding, Real Estate Economics, SBA 504, Business Development, Commercial Mortgages, Finance, Small Business Lending, Portfolio Management
Education
Western State College of Law 2000 — 2003
JD, Law School
California State University-Long Beach 1993 — 1994
Masters, Public Administration / Employer - Employee Releations
California State University-Long Beach 1988 — 1992
Bachelor of Business Administration (BBA), Marketing
Melissa Garchie Melissa Garchie's CDC Small Business Finance Experience May 2015 - Present
Job Executive Assistant to CEO & COO at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance May 2015 - Present
DavenportMajor Executive Search June 2014 - April 2015
CONNECT August 2012 - June 2014
Lewis Brisbois Bisgaard & Smith LLP August 2007 - August 2012
Circuit City October 2006 - August 2007
SeaWorld San Diego January 2006 - October 2006
Skills
Calendaring, Wordperfect, Administrative..., Accounting, Payroll, Client Relations Skills, Microsoft Excel, PowerPoint, Human Resources, Leave of Absence..., Event Planning, Billing Systems, Office Administration, Community Outreach, Project Planning, Corporate Communications, Client Liaison, Promotions, Fundraising, Research, Administrative..., Start-ups, Training, Business Development
Education
California State University, San Marcos
Psychology
Palomar College
CDC Small Business Finance May 2015 - Present
DavenportMajor Executive Search June 2014 - April 2015
CONNECT August 2012 - June 2014
Lewis Brisbois Bisgaard & Smith LLP August 2007 - August 2012
Circuit City October 2006 - August 2007
SeaWorld San Diego January 2006 - October 2006
Skills
Calendaring, Wordperfect, Administrative..., Accounting, Payroll, Client Relations Skills, Microsoft Excel, PowerPoint, Human Resources, Leave of Absence..., Event Planning, Billing Systems, Office Administration, Community Outreach, Project Planning, Corporate Communications, Client Liaison, Promotions, Fundraising, Research, Administrative..., Start-ups, Training, Business Development
Education
California State University, San Marcos
Psychology
Palomar College
Laurel McNamara Laurel McNamara's CDC Small Business Finance Experience March 2015 - Present
Job Business Development Officer Community Advantage SBA Loan Program at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance March 2015 - Present
Washington Federal July 2014 - March 2015
Arizona Bank & Trust February 2013 - January 2014
Arizona Bank & Trust November 2012 - February 2013
U.S. Bank January 2012 - November 2012
Mayo Clinic January 2012 - May 2012
MB Financial Bank September 2007 - July 2010
TCF Bank March 2006 - August 2007
Skills
Sales, Cross Selling, Portfolio Management, Consumer Lending, Credit, Sales Management, Customer Service, Financial Services, Small Business Lending, Management, Commercial Lending, Deposits, Customer Satisfaction, Retail Banking, Relationship Management, Credit Analysis, Investments, Lines Of Credit, Commercial Banking, Mortgage Lending, Loan Origination, Finance, Golf, Branch Banking, Financial Analysis, Microsoft Office, Inbound Marketing, Customer Experience, Cash Handling Experience, Branch Management, Microsoft Excel, PowerPoint, Workforce Management, Up-selling, Commercial Mortgages, Golf Resorts, Customer Service..., Biotechnology, Laboratory Skills, Loans, Banking, Strategic Financial..., Underwriting, IT Infrastructure..., Data Center, Financial Advisory, Small Business, Customer Retention, Financial Planning
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Biology/Biological Sciences-Biology and Society
Purdue University 2006 — 2007
Amos Alonzo Stagg High School
High School Diploma
CDC Small Business Finance March 2015 - Present
Washington Federal July 2014 - March 2015
Arizona Bank & Trust February 2013 - January 2014
Arizona Bank & Trust November 2012 - February 2013
U.S. Bank January 2012 - November 2012
Mayo Clinic January 2012 - May 2012
MB Financial Bank September 2007 - July 2010
TCF Bank March 2006 - August 2007
Skills
Sales, Cross Selling, Portfolio Management, Consumer Lending, Credit, Sales Management, Customer Service, Financial Services, Small Business Lending, Management, Commercial Lending, Deposits, Customer Satisfaction, Retail Banking, Relationship Management, Credit Analysis, Investments, Lines Of Credit, Commercial Banking, Mortgage Lending, Loan Origination, Finance, Golf, Branch Banking, Financial Analysis, Microsoft Office, Inbound Marketing, Customer Experience, Cash Handling Experience, Branch Management, Microsoft Excel, PowerPoint, Workforce Management, Up-selling, Commercial Mortgages, Golf Resorts, Customer Service..., Biotechnology, Laboratory Skills, Loans, Banking, Strategic Financial..., Underwriting, IT Infrastructure..., Data Center, Financial Advisory, Small Business, Customer Retention, Financial Planning
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Biology/Biological Sciences-Biology and Society
Purdue University 2006 — 2007
Amos Alonzo Stagg High School
High School Diploma
Judson Blakesley Judson Blakesley's CDC Small Business Finance Experience February 2006 - February 2008
Job Business Development Officer at Mountain West Small Business Finance
Industry Banking
Experience
Mountain West Small Business Finance February 2008 - Present
CDC Small Business Finance February 2006 - February 2008
Education
Brigham Young University 2001 — 2006
Philosophy, Religious Studies, Business
Mountain West Small Business Finance February 2008 - Present
CDC Small Business Finance February 2006 - February 2008
Education
Brigham Young University 2001 — 2006
Philosophy, Religious Studies, Business
Brandon Napoli Brandon Napoli's CDC Small Business Finance Experience May 2007 - August 2009
Job Director of Microlending at Valley Economic Development Center
Industry International Trade and Development
Experience
Valley Economic Development Center July 2015 - Present
Valley Economic Development Center October 2012 - Present
Peace Corp January 2011 - December 2011
Partnerships With Industry January 2010 - June 2010
CDC Small Business Finance May 2007 - August 2009
International Rescue Committee September 2006 - February 2007
Saint Philips Theological College: Developmental Sector May 2005 - August 2005
Skills
Business Plan..., •Financial analysis..., •Small Business Finance, Small Business, Economic Development, Public/private..., Non-profits, Microfinance, Community Outreach, International..., Community Development, Public Speaking, Fundraising, Grants, Grant Writing, Strategic Planning, Capacity Building, Research, Public Relations, Social Media, Program Development, Proposal Writing, Budgets, Economics, Business Development, Marketing, Nonprofits, Business Planning, Leadership, Sustainability
Education
National Development Council 2008 — 2010
Certificate, Economic Development
San Diego State University-California State University 2008 — 2010
MBA, Management
Point Loma Nazarene University 2004 — 2007
B.A., International Development
Valley Economic Development Center July 2015 - Present
Valley Economic Development Center October 2012 - Present
Peace Corp January 2011 - December 2011
Partnerships With Industry January 2010 - June 2010
CDC Small Business Finance May 2007 - August 2009
International Rescue Committee September 2006 - February 2007
Saint Philips Theological College: Developmental Sector May 2005 - August 2005
Skills
Business Plan..., •Financial analysis..., •Small Business Finance, Small Business, Economic Development, Public/private..., Non-profits, Microfinance, Community Outreach, International..., Community Development, Public Speaking, Fundraising, Grants, Grant Writing, Strategic Planning, Capacity Building, Research, Public Relations, Social Media, Program Development, Proposal Writing, Budgets, Economics, Business Development, Marketing, Nonprofits, Business Planning, Leadership, Sustainability
Education
National Development Council 2008 — 2010
Certificate, Economic Development
San Diego State University-California State University 2008 — 2010
MBA, Management
Point Loma Nazarene University 2004 — 2007
B.A., International Development
Rob Bellomy Rob Bellomy's CDC Small Business Finance Experience March 2012 - 2015
Job
Industry Financial Services
Experience
CDC Small Business Finance Corp. July 2001 - Present
CDC Small Business Finance March 2012 - 2015
Citizens Business Bank October 1999 - June 2001
Business Bank of CA August 1996 - September 1999
Community Commercial Finance, a Division of Community Bank January 1995 - July 1996
Skills
Small Business Lending, Loans, Underwriting, Credit, Lines Of Credit, SBA, Finance, Banking, Commercial Lending, Real Estate, Financial Analysis, Small Business, Mergers & Acquisitions, Commercial Real Estate, Construction Loans, Credit Analysis, Loan Origination, Commercial Mortgages
Education
California State University-San Bernardino - College of Business and Public Administration 1991 — 1994
Bachelor of Arts, Business Administration
CDC Small Business Finance Corp. July 2001 - Present
CDC Small Business Finance March 2012 - 2015
Citizens Business Bank October 1999 - June 2001
Business Bank of CA August 1996 - September 1999
Community Commercial Finance, a Division of Community Bank January 1995 - July 1996
Skills
Small Business Lending, Loans, Underwriting, Credit, Lines Of Credit, SBA, Finance, Banking, Commercial Lending, Real Estate, Financial Analysis, Small Business, Mergers & Acquisitions, Commercial Real Estate, Construction Loans, Credit Analysis, Loan Origination, Commercial Mortgages
Education
California State University-San Bernardino - College of Business and Public Administration 1991 — 1994
Bachelor of Arts, Business Administration
Larry Nuffer Larry Nuffer's CDC Small Business Finance Experience 2006 - 2013
Job At CDC Small Business Finance we help small businesses grow www.cdcloans.com
Industry Financial Services
Experience
CDC Small Business Finance 2006 - 2013
Lawrence/Nuffer Communications 2003 - 2006
Children's Hospital San Diego August 1999 - July 2003
Nuffer, Smith, Tucker July 1991 - July 1999
Skills
Small Business, Public Relations, Corporate Communications, Crisis Communications, Strategic Communications, Internal Communications, Marketing Communications, Strategic storytelling, Social Media Marketing, Press Releases
Education
San Diego State University-California State University 1985 — 1991
Masters, Marketing Communications
UC Santa Barbara 1974 — 1978
Bachelors, English
CDC Small Business Finance 2006 - 2013
Lawrence/Nuffer Communications 2003 - 2006
Children's Hospital San Diego August 1999 - July 2003
Nuffer, Smith, Tucker July 1991 - July 1999
Skills
Small Business, Public Relations, Corporate Communications, Crisis Communications, Strategic Communications, Internal Communications, Marketing Communications, Strategic storytelling, Social Media Marketing, Press Releases
Education
San Diego State University-California State University 1985 — 1991
Masters, Marketing Communications
UC Santa Barbara 1974 — 1978
Bachelors, English
Jack Chilcott Jack Chilcott's CDC Small Business Finance Experience March 2011 - June 2011
Job Student Ambassador at Sony
Industry Higher Education
Experience
Sony July 2012 - Present
Gaslamp Event Management May 2012 - Present
CDC Small Business Finance March 2011 - June 2011
Phil Matsumoto / Ezinstructions April 2010 - February 2011
Dominy + Associates Architects / domusstudio February 2009 - June 2009
Skills
Microsoft Excel, Microsoft Word, Ableton Live, Propellerheads Reason, Adobe Illustrator, Adobe Photoshop, Adobe Lightroom, Microsoft Outlook, Microsoft Powerpoint, Computer Hardware, Windows & Mac operating..., SketchUp, Adobe InDesign, Presentations, Problem Solving, Social Media, Highly Dedicated, Creativity, Group Discussions, Electronic Music, Challenging Assumptions, Technology
Education
University of San Diego 2011 — 2015
Undeclared, 3.67
San Diego City College 2011 — 2011
Music, A
High Tech High School
Sony July 2012 - Present
Gaslamp Event Management May 2012 - Present
CDC Small Business Finance March 2011 - June 2011
Phil Matsumoto / Ezinstructions April 2010 - February 2011
Dominy + Associates Architects / domusstudio February 2009 - June 2009
Skills
Microsoft Excel, Microsoft Word, Ableton Live, Propellerheads Reason, Adobe Illustrator, Adobe Photoshop, Adobe Lightroom, Microsoft Outlook, Microsoft Powerpoint, Computer Hardware, Windows & Mac operating..., SketchUp, Adobe InDesign, Presentations, Problem Solving, Social Media, Highly Dedicated, Creativity, Group Discussions, Electronic Music, Challenging Assumptions, Technology
Education
University of San Diego 2011 — 2015
Undeclared, 3.67
San Diego City College 2011 — 2011
Music, A
High Tech High School
Alejandro Aizpuru's CDC Small Business Finance Experience October 2002 - January 2004
Job Senior Loan Underwriter, Assistant Vice President at Wells Fargo Wealth Management Group
Industry Banking
Experience
Wells Fargo Wealth Management Group June 2013 - Present
Wells Fargo Wealth Management Group April 2011 - May 2013
San Diego Private Bank May 2010 - April 2011
1st Pacific Bank of California June 2008 - December 2009
1st Pacific Bank of California April 2005 - May 2008
California Bank & Trust February 2004 - March 2005
CDC Small Business Finance October 2002 - January 2004
First National Bank 1999 - 2001
Skills
Excel (Macros, V and H..., Financial Statement..., IBM Cognos Impromptu, Buker's Tax Analysis..., Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Asset Based Lending, Commercial Mortgages, SBA 504, Commercial Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Risk Management, Financial Analysis, Microsoft Excel, Tax Analysis
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1993 — 1998
Bachelor of Science (BS), Industrial Engineering
Tecnológico de Monterrey 1993 — 1998
Bachelors, Industrial and Systems Engineer
Instituto Mexico
Sacred Heart School, Coronado
Wells Fargo Wealth Management Group June 2013 - Present
Wells Fargo Wealth Management Group April 2011 - May 2013
San Diego Private Bank May 2010 - April 2011
1st Pacific Bank of California June 2008 - December 2009
1st Pacific Bank of California April 2005 - May 2008
California Bank & Trust February 2004 - March 2005
CDC Small Business Finance October 2002 - January 2004
First National Bank 1999 - 2001
Skills
Excel (Macros, V and H..., Financial Statement..., IBM Cognos Impromptu, Buker's Tax Analysis..., Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Asset Based Lending, Commercial Mortgages, SBA 504, Commercial Lending, Loans, Credit, Credit Risk, Banking, Lines Of Credit, Risk Management, Financial Analysis, Microsoft Excel, Tax Analysis
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1993 — 1998
Bachelor of Science (BS), Industrial Engineering
Tecnológico de Monterrey 1993 — 1998
Bachelors, Industrial and Systems Engineer
Instituto Mexico
Sacred Heart School, Coronado
Dean Aloe Dean Aloe's CDC Small Business Finance Experience April 2004 - Present
Job Sr. Commercial Lender at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance April 2004 - Present
First Republic Bank 2002 - 2004
Santa Barbara Bank & Trust 2001 - 2002
Skills
Commercial Lending, Loans, Finance, Credit, Small Business Lending, SBA, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Credit Analysis, Portfolio Management, Loan Origination, Asset Based Lending, Mortgage Lending, Real Estate Economics, Lines Of Credit, Small Business, Cash Flow
Education
UCLA
CDC Small Business Finance April 2004 - Present
First Republic Bank 2002 - 2004
Santa Barbara Bank & Trust 2001 - 2002
Skills
Commercial Lending, Loans, Finance, Credit, Small Business Lending, SBA, Commercial Mortgages, Commercial Banking, Real Estate, Commercial Real Estate, Credit Analysis, Portfolio Management, Loan Origination, Asset Based Lending, Mortgage Lending, Real Estate Economics, Lines Of Credit, Small Business, Cash Flow
Education
UCLA
Tony Barengo Tony Barengo's CDC Small Business Finance Experience July 2005 - Present
Job Credit Administrator at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance July 2005 - Present
US Bank August 2003 - July 2005
Bank of Albuquerque July 2002 - July 2003
Skills
Small Business Lending, Commercial Lending, SBA, Underwriting, Credit, Loans, Loan Origination, Lines Of Credit, Credit Analysis, Asset Based Lending, Commercial Mortgages, Commercial Banking, Mortgage Lending, Credit Risk, Construction Loans
Education
San Diego State University-California State University 2006 — 2008
MSBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2002
Bachelor of Business, Finance
CDC Small Business Finance July 2005 - Present
US Bank August 2003 - July 2005
Bank of Albuquerque July 2002 - July 2003
Skills
Small Business Lending, Commercial Lending, SBA, Underwriting, Credit, Loans, Loan Origination, Lines Of Credit, Credit Analysis, Asset Based Lending, Commercial Mortgages, Commercial Banking, Mortgage Lending, Credit Risk, Construction Loans
Education
San Diego State University-California State University 2006 — 2008
MSBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2002
Bachelor of Business, Finance
shreya gardiner's CDC Small Business Finance Experience December 2011 - April 2013
Job Executive Assistant to the SVP, Corporate Development & VP, Investor Relations
Industry Oil & Energy
Experience
Sempra Energy April 2013 - Present
CDC Small Business Finance December 2011 - April 2013
Sony Electronics July 2011 - December 2011
Amylin Pharmaceuticals July 2005 - March 2011
Amylin Pharmaceuticals July 2005 - August 2007
SAIC April 1996 - December 2004
Skills
Event Management, Microsoft Office, Calendars, Logistics, Administrative Support, Executive Management, Project Coordination, Travel Planning, Administrative..., Market Research, Coordination, Nonprofits, Program Management, Project Planning, Pharmaceutical Industry, Cross-functional Team..., Leadership, Management, Biotechnology, Project Management, Time Management, Finance, Strategy, Training, Strategic Planning, Investor Relations, Financial Reporting, Mergers & Acquisitions, Human Resources, Budgets, Onboarding, Process Improvement, Business Development, Business Planning
Education
Hofstra University
BA, English, Art History
UCSD
Professional Certificate, Fitness & Health Management
Sempra Energy April 2013 - Present
CDC Small Business Finance December 2011 - April 2013
Sony Electronics July 2011 - December 2011
Amylin Pharmaceuticals July 2005 - March 2011
Amylin Pharmaceuticals July 2005 - August 2007
SAIC April 1996 - December 2004
Skills
Event Management, Microsoft Office, Calendars, Logistics, Administrative Support, Executive Management, Project Coordination, Travel Planning, Administrative..., Market Research, Coordination, Nonprofits, Program Management, Project Planning, Pharmaceutical Industry, Cross-functional Team..., Leadership, Management, Biotechnology, Project Management, Time Management, Finance, Strategy, Training, Strategic Planning, Investor Relations, Financial Reporting, Mergers & Acquisitions, Human Resources, Budgets, Onboarding, Process Improvement, Business Development, Business Planning
Education
Hofstra University
BA, English, Art History
UCSD
Professional Certificate, Fitness & Health Management
Amy Vasquez Amy Vasquez's CDC Small Business Finance Experience April 2013 - Present
Job Staff Assistant at CDC Small Business Finance
Industry Information Services
Experience
CDC Small Business Finance April 2013 - Present
Arrowhead Orthopaedics March 2013 - June 2013
Ruben S. Vasquez Insurance Services April 2011 - March 2013
American Red Cross November 2012 - January 2013
Redlands First United Methodist Church January 2004 - September 2011
Inland Empire Women's Business Center March 2010 - August 2011
Inland Empire Women's Business Center August 2010 - September 2010
Skills
Microsoft Office, Microsoft Outlook, Excel, Microsoft Word, Microsoft Publisher, WebCats, Constant Contact
Education
California State University-San Bernardino - College of Business and Public Administration 2007 — 2009
B.A. Administration with a concentration in Entreperneurial Management, Business
CDC Small Business Finance April 2013 - Present
Arrowhead Orthopaedics March 2013 - June 2013
Ruben S. Vasquez Insurance Services April 2011 - March 2013
American Red Cross November 2012 - January 2013
Redlands First United Methodist Church January 2004 - September 2011
Inland Empire Women's Business Center March 2010 - August 2011
Inland Empire Women's Business Center August 2010 - September 2010
Skills
Microsoft Office, Microsoft Outlook, Excel, Microsoft Word, Microsoft Publisher, WebCats, Constant Contact
Education
California State University-San Bernardino - College of Business and Public Administration 2007 — 2009
B.A. Administration with a concentration in Entreperneurial Management, Business
Rick Woody Rick Woody's CDC Small Business Finance Experience December 2010 - August 2012
Job
Industry Banking
Experience
Tri Counties Bank September 2013 - Present
CalAtlantic Business Solutions September 2012 - June 2013
CDC Small Business Finance December 2010 - August 2012
First Bank April 2005 - October 2010
California Bank & Trust 1999 - 2005
First National Bank of San Diego 1997 - 1999
Bank of America 1986 - 1997
Skills
Commercial Banking, Commercial Lending, Banking, SBA, Small Business Lending, Commercial Mortgages, Underwriting, Loans, Risk Management, Credit, Commercial Finance, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Treasury Management, Finance, Consumer Lending, Financial Structuring, Credit Risk, Asset Based Lending, Refinance, Real Estate Financing, Portfolio Management, Cash Management, SBA 504, Funding, Real Estate Economics, Construction Loans, Mortgage Banking, Loan Servicing, Retail Banking, Structured Finance, Relationship Management, Investments, Commercial Real Estate, Financial Services, Cross Selling, Asset Management, Cash Flow Lending, Deposits, Financial Risk, Due Diligence, Private Banking, Financial Institutions, Financial Analysis
Education
Pacific Coast Banking School 1997 — 1999
Graduate
Golden Gate University 1987 — 1990
MBA
California State University-Sacramento 1981 — 1985
BA, BS
Tri Counties Bank September 2013 - Present
CalAtlantic Business Solutions September 2012 - June 2013
CDC Small Business Finance December 2010 - August 2012
First Bank April 2005 - October 2010
California Bank & Trust 1999 - 2005
First National Bank of San Diego 1997 - 1999
Bank of America 1986 - 1997
Skills
Commercial Banking, Commercial Lending, Banking, SBA, Small Business Lending, Commercial Mortgages, Underwriting, Loans, Risk Management, Credit, Commercial Finance, Credit Analysis, Lines Of Credit, Mortgage Lending, Loan Origination, Treasury Management, Finance, Consumer Lending, Financial Structuring, Credit Risk, Asset Based Lending, Refinance, Real Estate Financing, Portfolio Management, Cash Management, SBA 504, Funding, Real Estate Economics, Construction Loans, Mortgage Banking, Loan Servicing, Retail Banking, Structured Finance, Relationship Management, Investments, Commercial Real Estate, Financial Services, Cross Selling, Asset Management, Cash Flow Lending, Deposits, Financial Risk, Due Diligence, Private Banking, Financial Institutions, Financial Analysis
Education
Pacific Coast Banking School 1997 — 1999
Graduate
Golden Gate University 1987 — 1990
MBA
California State University-Sacramento 1981 — 1985
BA, BS
Jaime Ornelas Jaime Ornelas's CDC Small Business Finance Experience July 2000 - Present
Job Loan Coordinator at CDC Small Business Finance
Industry Banking
Experience
CDC Small Business Finance July 2000 - Present
Education
San Diego State University-California State University 1999 — 2005
liberal studies
CDC Small Business Finance July 2000 - Present
Education
San Diego State University-California State University 1999 — 2005
liberal studies
Erick Magnuson's CDC Small Business Finance Experience June 2011 - Present
Job IT Director at CDC Small Business Finance
Industry Information Technology and Services
Experience
CDC Small Business Finance June 2011 - Present
San Diego HR Roundtable January 1999 - May 2012
HumanIT Resources September 2009 - September 2011
UCSD Facilities Design & Construction April 2002 - May 2011
Cayenta.com April 2000 - April 2002
iWay Broadband 1998 - 2000
Skills
Project Management, Mobile Technology, IT Management, Active Directory, Systems Engineering, Business Process..., Business Analysis, PHP, Team Building, SaaS, Cloud Computing, Integration, Enterprise Architecture, IT Strategy, Data Center, IT Operations, Business Strategy, Leadership, Strategic Planning, CRM, Operating Systems, SDLC, Entrepreneurship, Virtualization, Consulting, Software Project..., Strategy, Team Leadership, Project Planning, VMware, E-commerce, Management, Business Process, Storage, Information Technology, System Administration, Business Intelligence, Program Management, Vendor Management, Software Development, Security, ITIL, Networking, Servers, IT Service Management, Human Resources, SharePoint, Disaster Recovery, Technical Support, Enterprise Software
Education
UCSD Extension 2010 — 2011
Business
Coleman College 1995 — 1997
Computer Applications and Networks
CDC Small Business Finance June 2011 - Present
San Diego HR Roundtable January 1999 - May 2012
HumanIT Resources September 2009 - September 2011
UCSD Facilities Design & Construction April 2002 - May 2011
Cayenta.com April 2000 - April 2002
iWay Broadband 1998 - 2000
Skills
Project Management, Mobile Technology, IT Management, Active Directory, Systems Engineering, Business Process..., Business Analysis, PHP, Team Building, SaaS, Cloud Computing, Integration, Enterprise Architecture, IT Strategy, Data Center, IT Operations, Business Strategy, Leadership, Strategic Planning, CRM, Operating Systems, SDLC, Entrepreneurship, Virtualization, Consulting, Software Project..., Strategy, Team Leadership, Project Planning, VMware, E-commerce, Management, Business Process, Storage, Information Technology, System Administration, Business Intelligence, Program Management, Vendor Management, Software Development, Security, ITIL, Networking, Servers, IT Service Management, Human Resources, SharePoint, Disaster Recovery, Technical Support, Enterprise Software
Education
UCSD Extension 2010 — 2011
Business
Coleman College 1995 — 1997
Computer Applications and Networks
Lu Dalaten's CDC Small Business Finance Experience June 2012 - Present
Job
Industry Accounting
Experience
CDC Small Business Finance June 2012 - Present
CDC Small Business Finance April 1987 - September 2010
International Business Associates January 1985 - April 1987
Degen Development Co. 1983 - 1985
Aegean Marble Inc 1981 - 1983
Sanford Bennett Bookeepping 1979 - 1981
Central Bank of the Philippines 1975 - 1979
Skills
Accounting & Auditing, Payroll Processing, Benefits Administration, Customer Service, Benefits, Employee Benefits, Accounting, Excel, Payroll, Budgeting, General Ledger, Reconciliation, Accounts Receivable, Accounts Payable, Financial Reporting, Invoicing, Auditing, Expenses, Audit, Payments, Financial Analysis, Account Reconciliation, Budgets, Microsoft Excel, Financial Statements, Credit, Cash Management, Finance
Education
San Diego Mesa College
University of Santo Tomas
Bachelor of Business Administration (B.B.A.), Accounting & Auditing
CDC Small Business Finance June 2012 - Present
CDC Small Business Finance April 1987 - September 2010
International Business Associates January 1985 - April 1987
Degen Development Co. 1983 - 1985
Aegean Marble Inc 1981 - 1983
Sanford Bennett Bookeepping 1979 - 1981
Central Bank of the Philippines 1975 - 1979
Skills
Accounting & Auditing, Payroll Processing, Benefits Administration, Customer Service, Benefits, Employee Benefits, Accounting, Excel, Payroll, Budgeting, General Ledger, Reconciliation, Accounts Receivable, Accounts Payable, Financial Reporting, Invoicing, Auditing, Expenses, Audit, Payments, Financial Analysis, Account Reconciliation, Budgets, Microsoft Excel, Financial Statements, Credit, Cash Management, Finance
Education
San Diego Mesa College
University of Santo Tomas
Bachelor of Business Administration (B.B.A.), Accounting & Auditing
Chris Barna's CDC Small Business Finance Experience September 2006 - January 2007
Job
Industry Computer Software
Experience
The Atlantic November 2012 - Present
The Huffington Post April 2012 - July 2012
Santa Clara University Career Center September 2009 - April 2012
Code for America June 2011 - August 2011
Federal Communications Commission September 2010 - December 2010
Cubic Transportation Systems June 2008 - August 2010
CDC Small Business Finance September 2006 - January 2007
Joan B. Kroc Institute for Peace & Justice June 2006 - August 2006
Skills
PHP, MySQL, jQuery, Ruby, JavaScript, Linux, Python, GIS, Django, HTML, CSS, Web Development, Bread Baking, Pizza Throwing
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Mathematics (Political Science double major)
High Tech High 2004 — 2008
American University
The Atlantic November 2012 - Present
The Huffington Post April 2012 - July 2012
Santa Clara University Career Center September 2009 - April 2012
Code for America June 2011 - August 2011
Federal Communications Commission September 2010 - December 2010
Cubic Transportation Systems June 2008 - August 2010
CDC Small Business Finance September 2006 - January 2007
Joan B. Kroc Institute for Peace & Justice June 2006 - August 2006
Skills
PHP, MySQL, jQuery, Ruby, JavaScript, Linux, Python, GIS, Django, HTML, CSS, Web Development, Bread Baking, Pizza Throwing
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Mathematics (Political Science double major)
High Tech High 2004 — 2008
American University
Randy Shoopman's CDC Small Business Finance Experience May 2014 - Present
Job Senior Software Engineer at CDC Small Business Finance
Industry Computer Software
Experience
CDC Small Business Finance May 2014 - Present
netaspects.com May 2005 - May 2014
ezfacility.com December 2002 - December 2009
Cam Systems LLC November 2002 - May 2005
Skills
C#, SQL, CSS, HTML, ASP.NET MVC, ASP.NET AJAX, jQuery, JavaScript, .NET, Visual Studio, Microsoft SQL Server, Web Services, ASP.NET
Education
University of California, Berkeley 1999 — 2001
Bachelor's degree, Computer Science
Solano Community College 1995 — 1998
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Solano Community College 1995 — 1998
Associate of Science (A.S.), Physics
Solano Community College 1995 — 1998
Associate of Arts (AA), Mathematics
CDC Small Business Finance May 2014 - Present
netaspects.com May 2005 - May 2014
ezfacility.com December 2002 - December 2009
Cam Systems LLC November 2002 - May 2005
Skills
C#, SQL, CSS, HTML, ASP.NET MVC, ASP.NET AJAX, jQuery, JavaScript, .NET, Visual Studio, Microsoft SQL Server, Web Services, ASP.NET
Education
University of California, Berkeley 1999 — 2001
Bachelor's degree, Computer Science
Solano Community College 1995 — 1998
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Solano Community College 1995 — 1998
Associate of Science (A.S.), Physics
Solano Community College 1995 — 1998
Associate of Arts (AA), Mathematics
April Vercammen's CDC Small Business Finance Experience October 2013 - Present
Job Corporate Training I Administrative Support
Industry Professional Training & Coaching
Experience
CDC Small Business Finance October 2013 - Present
CDC Small Business Finance March 2010 - October 2013
Kern High School District August 2000 - July 2005
California State University, Bakersfield 1997 - 1999
Skills
Technical Writing, FrameMaker, Visio, Dreamweaver, Employee Training, Secondary Education, RoboHelp, Microsoft Excel, Photoshop, Training, Technical Communication, Research, Instructional Design, PowerPoint, Microsoft Word, WordPress, Community Outreach, Fundraising
Education
UCSD Extension 2011 — 2014
Certificate (in progress), Technical Communication
San Diego State University-California State University 2005 — 2008
Master of Arts (MA), International Relations and Affairs
California State University-Bakersfield 2000 — 2001
Teaching Credential, Secondary Education and Teaching
California State University-Bakersfield 1996 — 1999
Bachelor of Arts (BA), English
CDC Small Business Finance October 2013 - Present
CDC Small Business Finance March 2010 - October 2013
Kern High School District August 2000 - July 2005
California State University, Bakersfield 1997 - 1999
Skills
Technical Writing, FrameMaker, Visio, Dreamweaver, Employee Training, Secondary Education, RoboHelp, Microsoft Excel, Photoshop, Training, Technical Communication, Research, Instructional Design, PowerPoint, Microsoft Word, WordPress, Community Outreach, Fundraising
Education
UCSD Extension 2011 — 2014
Certificate (in progress), Technical Communication
San Diego State University-California State University 2005 — 2008
Master of Arts (MA), International Relations and Affairs
California State University-Bakersfield 2000 — 2001
Teaching Credential, Secondary Education and Teaching
California State University-Bakersfield 1996 — 1999
Bachelor of Arts (BA), English
Christopher Bane's CDC Small Business Finance Experience November 2012 - Present
Job Commercial Loan Officer at CDC Small Business Finance
Industry Financial Services
Experience
CDC Small Business Finance November 2012 - Present
JPMorgan Chase April 2007 - November 2012
Union Bank of California March 2006 - April 2007
Skills
Commercial Banking, Credit, Banking, Small Business Lending, Credit Analysis, Underwriting, Portfolio Management, SBA, Treasury Management, Real Estate Financing, Small Business, Business Development, Finance, Commercial Lending, Relationship Management, Commercial Real Estate, Asset Management, Corporate Finance, Due Diligence, Financial Services, Financial Analysis, Financial Structuring, Funding, Loan Origination, Loans, Management, Marketing, Mortgage Banking, Real Estate, Real Estate Economics, Risk Management, SBA 504, Sales
Education
University of Arizona 1998 — 2003
BS, American History (United States)
Saguaro High School 1992 — 1996
CDC Small Business Finance November 2012 - Present
JPMorgan Chase April 2007 - November 2012
Union Bank of California March 2006 - April 2007
Skills
Commercial Banking, Credit, Banking, Small Business Lending, Credit Analysis, Underwriting, Portfolio Management, SBA, Treasury Management, Real Estate Financing, Small Business, Business Development, Finance, Commercial Lending, Relationship Management, Commercial Real Estate, Asset Management, Corporate Finance, Due Diligence, Financial Services, Financial Analysis, Financial Structuring, Funding, Loan Origination, Loans, Management, Marketing, Mortgage Banking, Real Estate, Real Estate Economics, Risk Management, SBA 504, Sales
Education
University of Arizona 1998 — 2003
BS, American History (United States)
Saguaro High School 1992 — 1996
D. Cruz Gonzalez's CDC Small Business Finance Experience January 2014 - Present
Job 1
Industry Nonprofit Organization Management
Experience
CDC Small Business Finance January 2014 - Present
Civic San Diego February 2013 - Present
San Diego Media Arts Center September 2010 - Present
San Diego Metropolitan Credit Union September 2000 - Present
City of San Diego (City Council) 2007 - October 2012
San Diego Film Commission September 2004 - June 2012
Neighorhood House Association July 2005 - April 2011
City of San Diego December 1971 - April 2004
Skills
Community Outreach, Government, Non-profits, Public Speaking, Community Development, Policy, Public Policy, Economic Development, Program Development, Fundraising, Public Relations, Grant Writing, Policy Analysis, Report Writing, Nonprofits, Program Management, Politics, Team Building, Strategic Planning, Non-profit..., Event Planning, Leadership Development, Leadership, Organizational..., Media Relations, Strategic Communications, System Administration, Philanthropy, Sustainability, Workshop Facilitation, Grants, Event Management, Community Engagement, Proposal Writing, Research, Risk Management, Budgets, Staff Development, Volunteer Management, Training, Conflict Resolution, Program Evaluation, Community Organizing, Youth Development, Political Campaigns, Local Government, Public Administration, Administration, Crisis Communications, Board Development
Education
UCSD 1974 — 1975
Management certificate, Human Services Certificate
University of California, Los Angeles 1967 — 1971
Bachelor of Science (BS)
san diego high
CDC Small Business Finance January 2014 - Present
Civic San Diego February 2013 - Present
San Diego Media Arts Center September 2010 - Present
San Diego Metropolitan Credit Union September 2000 - Present
City of San Diego (City Council) 2007 - October 2012
San Diego Film Commission September 2004 - June 2012
Neighorhood House Association July 2005 - April 2011
City of San Diego December 1971 - April 2004
Skills
Community Outreach, Government, Non-profits, Public Speaking, Community Development, Policy, Public Policy, Economic Development, Program Development, Fundraising, Public Relations, Grant Writing, Policy Analysis, Report Writing, Nonprofits, Program Management, Politics, Team Building, Strategic Planning, Non-profit..., Event Planning, Leadership Development, Leadership, Organizational..., Media Relations, Strategic Communications, System Administration, Philanthropy, Sustainability, Workshop Facilitation, Grants, Event Management, Community Engagement, Proposal Writing, Research, Risk Management, Budgets, Staff Development, Volunteer Management, Training, Conflict Resolution, Program Evaluation, Community Organizing, Youth Development, Political Campaigns, Local Government, Public Administration, Administration, Crisis Communications, Board Development
Education
UCSD 1974 — 1975
Management certificate, Human Services Certificate
University of California, Los Angeles 1967 — 1971
Bachelor of Science (BS)
san diego high
Mona Dmitrenko's CDC Small Business Finance Experience 2008 - 2009
Job Financial Advisor at California Municpal Finance Authority
Industry Financial Services
Experience
California Municipal Finance Authority June 2011 - Present
California Enterprise Development Authority March 2009 - June 2011
California Enterprise Development Authority March 2009 - June 2011
CDC Small Business Finance 2008 - 2009
Coast Funding Group 2001 - 2008
Bank of America 1999 - 2004
Skills
Bonds, Non-profits, Loans, Portfolio Management, Investments, Financial Analysis, Business Development, Due Diligence, Nonprofits, Budgets, Small Business Lending, Finance, Economics, Credit Analysis, Credit, Asset Management, Commercial Lending
Education
San Jose State University
California Municipal Finance Authority June 2011 - Present
California Enterprise Development Authority March 2009 - June 2011
California Enterprise Development Authority March 2009 - June 2011
CDC Small Business Finance 2008 - 2009
Coast Funding Group 2001 - 2008
Bank of America 1999 - 2004
Skills
Bonds, Non-profits, Loans, Portfolio Management, Investments, Financial Analysis, Business Development, Due Diligence, Nonprofits, Budgets, Small Business Lending, Finance, Economics, Credit Analysis, Credit, Asset Management, Commercial Lending
Education
San Jose State University
Kit Marks's CDC Small Business Finance Experience 2001 - 2003
Job Independent Banking Professional
Industry Banking
Experience
Cherry Creek Lakeland Terriers 1990 - 2015
CDC Small Business Finance 2001 - 2003
Valley Independent Bank 1989 - 1995
Valley Independent Bank 1987 - 1994
Security Pacific National Bank 1987 - 1988
Production Credit Association / Federal Land Bank 1980 - 1987
Skills
Real Estate, Agriculture, Agricultural Lending, Commercial Lending, Real Estate Lending, Credit Analysis, Small Business Lending, Mortgage Lending, Commercial Mortgages, Loans, Strategic Planning, Credit, Fundraising, Nonprofits, Loan Origination, Customer Service, Mergers & Acquisitions, Commercial Banking, Real Estate Financing, Credit Risk, Investment Properties, Underwriting, Real Estate Economics, Banking, Real Estate Transactions, Financial Analysis, Portfolio Management, Due Diligence, Risk Management, Asset Management, Economic Development, Farms, Financial Structuring, Negotiation, New Business Development, Refinance, Residential Mortgages, Retail Banking, Sales, Small Business, Sustainable Agriculture
Education
California Polytechnic State University-San Luis Obispo 1969 — 1971
B.S., Agricultural Business Management
Pacific Grove High School
Cherry Creek Lakeland Terriers 1990 - 2015
CDC Small Business Finance 2001 - 2003
Valley Independent Bank 1989 - 1995
Valley Independent Bank 1987 - 1994
Security Pacific National Bank 1987 - 1988
Production Credit Association / Federal Land Bank 1980 - 1987
Skills
Real Estate, Agriculture, Agricultural Lending, Commercial Lending, Real Estate Lending, Credit Analysis, Small Business Lending, Mortgage Lending, Commercial Mortgages, Loans, Strategic Planning, Credit, Fundraising, Nonprofits, Loan Origination, Customer Service, Mergers & Acquisitions, Commercial Banking, Real Estate Financing, Credit Risk, Investment Properties, Underwriting, Real Estate Economics, Banking, Real Estate Transactions, Financial Analysis, Portfolio Management, Due Diligence, Risk Management, Asset Management, Economic Development, Farms, Financial Structuring, Negotiation, New Business Development, Refinance, Residential Mortgages, Retail Banking, Sales, Small Business, Sustainable Agriculture
Education
California Polytechnic State University-San Luis Obispo 1969 — 1971
B.S., Agricultural Business Management
Pacific Grove High School
Bryan Glasrud's CDC Small Business Finance Experience February 2007 - March 2008
Job Case Manager and Career Development Specialist
Industry Program Development
Experience
San Diego County Office of Education August 2013 - Present
Chula Vista Elementary School District September 2010 - March 2015
University of Cincinnati March 2010 - September 2012
CDC Small Business Finance February 2007 - March 2008
US Bank August 2005 - February 2007
Skills
Criminology, Criminal Justice, Qualitative Research, Case Managment, Nonprofits, Research, Government, Science, Statistics, Databases, Data Analysis
Education
San Diego State Univeristy 2009 — 2014
Master's Degree, Criminal Justice and Criminology
San Diego State University-California State University 2000 — 2005
Bachelor's Degree, Sociology
San Diego County Office of Education August 2013 - Present
Chula Vista Elementary School District September 2010 - March 2015
University of Cincinnati March 2010 - September 2012
CDC Small Business Finance February 2007 - March 2008
US Bank August 2005 - February 2007
Skills
Criminology, Criminal Justice, Qualitative Research, Case Managment, Nonprofits, Research, Government, Science, Statistics, Databases, Data Analysis
Education
San Diego State Univeristy 2009 — 2014
Master's Degree, Criminal Justice and Criminology
San Diego State University-California State University 2000 — 2005
Bachelor's Degree, Sociology
Vera Shelley's CDC Small Business Finance Experience November 2012 - October 2013
Job Credit Analyst at CDC Small Business Finance
Industry Banking
Experience
CDC Small Business Finance November 2012 - October 2013
Webster Bank March 2008 - August 2012
Webster Bank October 2006 - March 2008
NewMil Bank (acquired by Webster Bank October 2006) March 2005 - October 2006
NewMil Bank January 2004 - March 2005
NewMil Bank July 2003 - January 2004
Skills
Portfolio Management, Credit Analysis, Loans
Education
Rochester Institute of Technology 1999 — 2003
Bachelor of Science, Business Administration, Magna Cum Laude
CDC Small Business Finance November 2012 - October 2013
Webster Bank March 2008 - August 2012
Webster Bank October 2006 - March 2008
NewMil Bank (acquired by Webster Bank October 2006) March 2005 - October 2006
NewMil Bank January 2004 - March 2005
NewMil Bank July 2003 - January 2004
Skills
Portfolio Management, Credit Analysis, Loans
Education
Rochester Institute of Technology 1999 — 2003
Bachelor of Science, Business Administration, Magna Cum Laude
Becky McMillen's CDC Small Business Finance Experience March 2007 - February 2009
Job Personal Banker at Washington Federal, Sun City West, AZ
Industry Banking
Experience
Wells Fargo Bank September 2011 - Present
US Bank March 2010 - September 2011
Torrey Pines Bank September 2009 - March 2010
CDC Small Business Finance March 2007 - February 2009
1st Pacific Bank September 2006 - March 2007
Pacific Capital Bank December 2002 - September 2006
Ramona National Bank November 2001 - December 2002
Education
MiraCosta College
General Studies
Mesa Community College
General Studies
Wells Fargo Bank September 2011 - Present
US Bank March 2010 - September 2011
Torrey Pines Bank September 2009 - March 2010
CDC Small Business Finance March 2007 - February 2009
1st Pacific Bank September 2006 - March 2007
Pacific Capital Bank December 2002 - September 2006
Ramona National Bank November 2001 - December 2002
Education
MiraCosta College
General Studies
Mesa Community College
General Studies
Erin Hebert's CDC Small Business Finance Experience August 1992 - Present
Job Sr. VP of Administration
Industry Financial Services
Experience
CDC Small Business Finance August 1992 - Present
Golden Eagle Insurance 1986 - August 1992
Skills
Underwriting, Credit, Loans, Small Business Lending, Commercial Lending, Finance, SBA, Loan Origination, Management, Financial Analysis, Credit Risk, Portfolio Management, Commercial Real Estate, Executive Management, Human Resources, Consumer Lending, Real Estate Financing, Employee Relations, Employee Benefits, Employee Management, Employment Law, Employee Handbooks, Human Capital, Credit Analysis, Office Administration, Compensation & Benefits
Education
San Diego State University-College of Extended Studies 1999 — 2002
Certificate, Human Resource Management
San Diego State University-California State University 1980 — 1986
Bachelors, Graphic Design
CDC Small Business Finance August 1992 - Present
Golden Eagle Insurance 1986 - August 1992
Skills
Underwriting, Credit, Loans, Small Business Lending, Commercial Lending, Finance, SBA, Loan Origination, Management, Financial Analysis, Credit Risk, Portfolio Management, Commercial Real Estate, Executive Management, Human Resources, Consumer Lending, Real Estate Financing, Employee Relations, Employee Benefits, Employee Management, Employment Law, Employee Handbooks, Human Capital, Credit Analysis, Office Administration, Compensation & Benefits
Education
San Diego State University-College of Extended Studies 1999 — 2002
Certificate, Human Resource Management
San Diego State University-California State University 1980 — 1986
Bachelors, Graphic Design
Jordan Blanchard's CDC Small Business Finance Experience March 2009 - December 2011
Job Chief Operating Officer at 504 Fund Advisors, LLC
Industry Financial Services
Experience
504 Fund Advisors, LLC September 2013 - Present
Government Loan Solutions January 2013 - Present
Wholesale 504 Lending Consultants, LLC December 2011 - December 2012
CDC Small Business Finance March 2009 - December 2011
Excel National Bank 2008 - 2009
Temecula Valley Bank 2006 - 2008
Community National Bank November 2002 - September 2006
Skills
Mortgage Lending, Loans, Commercial Real Estate, Banking, Small Business Lending, Financial Structuring, Real Estate Economics, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Real Estate Transactions, Construction Loans, Credit Analysis, Portfolio Management, Small Business, Mergers & Acquisitions, Investments, Mortgage Banking, Commercial Lending, Risk Management, Commercial Finance, Real Estate, Relationship Management, Private Equity, Business Development, Asset Based Lending, Funding, Real Estate Financing, Finance, Due Diligence, Cash Management, Commercial Banking, USDA, New Business Development, Credit, SBA 504, Credit Risk, Consumer Lending, Financial Services, Underwriting, Treasury Management, Start-ups, Refinance, Asset Management, Valuation, Structured Finance, Business, Brokerage, Access
Education
San Diego State University-California State University
Bachelor Of Science, Business Administration/Finance
504 Fund Advisors, LLC September 2013 - Present
Government Loan Solutions January 2013 - Present
Wholesale 504 Lending Consultants, LLC December 2011 - December 2012
CDC Small Business Finance March 2009 - December 2011
Excel National Bank 2008 - 2009
Temecula Valley Bank 2006 - 2008
Community National Bank November 2002 - September 2006
Skills
Mortgage Lending, Loans, Commercial Real Estate, Banking, Small Business Lending, Financial Structuring, Real Estate Economics, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Real Estate Transactions, Construction Loans, Credit Analysis, Portfolio Management, Small Business, Mergers & Acquisitions, Investments, Mortgage Banking, Commercial Lending, Risk Management, Commercial Finance, Real Estate, Relationship Management, Private Equity, Business Development, Asset Based Lending, Funding, Real Estate Financing, Finance, Due Diligence, Cash Management, Commercial Banking, USDA, New Business Development, Credit, SBA 504, Credit Risk, Consumer Lending, Financial Services, Underwriting, Treasury Management, Start-ups, Refinance, Asset Management, Valuation, Structured Finance, Business, Brokerage, Access
Education
San Diego State University-California State University
Bachelor Of Science, Business Administration/Finance
Sam Tuyen's CDC Small Business Finance Experience May 2000 - Present
Job Senior Commercial Lender at CDC Small Business Finance #1 SBA Lender in the Nation
Industry Commercial Real Estate
Experience
CDC Small Business Finance May 2000 - Present
Bank of America June 1998 - April 2000
Skills
Commercial Lending, Small Business Lending, Commercial Mortgages, Loans, Credit Analysis, Credit, Commercial Banking, Underwriting, SBA, Loan Origination, Lines Of Credit, Portfolio Management, Mortgage Lending, Banking, Financial Analysis
Education
University of California, Irvine 1993 — 1998
Economics
CDC Small Business Finance May 2000 - Present
Bank of America June 1998 - April 2000
Skills
Commercial Lending, Small Business Lending, Commercial Mortgages, Loans, Credit Analysis, Credit, Commercial Banking, Underwriting, SBA, Loan Origination, Lines Of Credit, Portfolio Management, Mortgage Lending, Banking, Financial Analysis
Education
University of California, Irvine 1993 — 1998
Economics
Ken Rosenthal's CDC Small Business Finance Experience April 1991 - September 2010
Job Sr. Advisor Lending, Education, Training, CDC Capital Markets, wholly owned by CDC Small Business Finance
Industry Banking
Experience
CDC Capital Markets, wholly owned by CDC Small Business Finance April 1991 - Present
CDC Small Business Finance April 1991 - September 2010
Education
Arizona State University 1986 — 1987
Master's degree, Marketing and Finance
University of California, Berkeley 1981 — 1985
Bachelor's degree, Economics
CDC Capital Markets, wholly owned by CDC Small Business Finance April 1991 - Present
CDC Small Business Finance April 1991 - September 2010
Education
Arizona State University 1986 — 1987
Master's degree, Marketing and Finance
University of California, Berkeley 1981 — 1985
Bachelor's degree, Economics
Al Thiel's CDC Small Business Finance Experience November 2012 - Present
Job Nations #1 SBA Lender in 504 and Community Outreach /Development of 7A Community Advantage Lending programs.
Industry Financial Services
Experience
CDC Small Business Finance November 2012 - Present
U.S. Small Business Administration SLPC February 2011 - November 2012
US Small Business Administration June 2009 - October 2010
Wachovia SBC May 2006 - June 2009
WELLS FARGO (formerly Wachovia) 2006 - 2009
HomEq Mortgage Loan January 1996 - January 2006
Skills
Financial Analysis, Comprehensive Knowledge..., SOP 10 50 10 5 (D), Innovation/Creativity, Risk Management, Leadership, Loans, Credit, Underwriting, Credit Analysis, Small Business Lending, Banking, Commercial Lending, SBA, Refinance, Finance, Loan Origination, Cash Flow, Commercial Mortgages, Financial Risk, Call Centers, Customer Service, Mortgage Servicing, Analysis, Mortgage Lending, Small Business, Financial Structuring, Loan Servicing, Asset Managment, Commercial Banking, Residential Mortgages, Investments, Call Center, Training, Sales, Cross Selling, Portfolio Management, Management, Mortgage Underwriting, Loan Modifications, Cash Management, Loss Mitigation, Coaching, Credit Risk, Relationship Management, Business Planning, Foreclosures, Financial Services, Retail Banking, Mortgage Banking
Education
Golden Gate University 2002 — 2005
Bachelor Degree, Business Administration
Monterey Peninsula College 1988 — 1991
AA, Liberal Arts
CDC Small Business Finance November 2012 - Present
U.S. Small Business Administration SLPC February 2011 - November 2012
US Small Business Administration June 2009 - October 2010
Wachovia SBC May 2006 - June 2009
WELLS FARGO (formerly Wachovia) 2006 - 2009
HomEq Mortgage Loan January 1996 - January 2006
Skills
Financial Analysis, Comprehensive Knowledge..., SOP 10 50 10 5 (D), Innovation/Creativity, Risk Management, Leadership, Loans, Credit, Underwriting, Credit Analysis, Small Business Lending, Banking, Commercial Lending, SBA, Refinance, Finance, Loan Origination, Cash Flow, Commercial Mortgages, Financial Risk, Call Centers, Customer Service, Mortgage Servicing, Analysis, Mortgage Lending, Small Business, Financial Structuring, Loan Servicing, Asset Managment, Commercial Banking, Residential Mortgages, Investments, Call Center, Training, Sales, Cross Selling, Portfolio Management, Management, Mortgage Underwriting, Loan Modifications, Cash Management, Loss Mitigation, Coaching, Credit Risk, Relationship Management, Business Planning, Foreclosures, Financial Services, Retail Banking, Mortgage Banking
Education
Golden Gate University 2002 — 2005
Bachelor Degree, Business Administration
Monterey Peninsula College 1988 — 1991
AA, Liberal Arts
Robert Gonzales's CDC Small Business Finance Experience 2007 - 2010
Job Business Banking Market Manager at Rabobank N.A.
Industry Financial Services
Experience
Rabobank N.A. July 2015 - Present
Landmark CDC August 2013 - July 2015
Citizens Business Bank 2010 - August 2013
CDC Small Business Finance 2007 - 2010
Zions Bank 2005 - 2007
California Statewide CDC 1994 - 2005
Crocker National Bank 1983 - 1989
Skills
Credit Analysis, Mortgage Lending, Commercial Banking, Credit, Portfolio Management, Loans, Relationship Management, Strategic Planning, Investments, Underwriting, Commercial Lending, Banking, Real Estate, Business Development, Finance, Branch Banking, Small Business Lending
Education
Santa Clara University
Master of Business Administration (MBA)
California State University-San Jose
Bachelor of Science (BS), Psychology
Rabobank N.A. July 2015 - Present
Landmark CDC August 2013 - July 2015
Citizens Business Bank 2010 - August 2013
CDC Small Business Finance 2007 - 2010
Zions Bank 2005 - 2007
California Statewide CDC 1994 - 2005
Crocker National Bank 1983 - 1989
Skills
Credit Analysis, Mortgage Lending, Commercial Banking, Credit, Portfolio Management, Loans, Relationship Management, Strategic Planning, Investments, Underwriting, Commercial Lending, Banking, Real Estate, Business Development, Finance, Branch Banking, Small Business Lending
Education
Santa Clara University
Master of Business Administration (MBA)
California State University-San Jose
Bachelor of Science (BS), Psychology
Nick Stoneman's CDC Small Business Finance Experience 2012 - 2014
Job Finance and Banking Professional
Industry Banking
Experience
Plaza Bank 2015 - Present
CDC Small Business Finance 2012 - 2014
CDC Small Business Finance 2012 - 2012
First Citizens Bank 2011 - 2012
Pacific Capital Bancorp 2010 - 2011
First Citizens Bank 2010 - 2010
La Jolla Bank, FSB 2007 - 2010
Wells Fargo Financial 2006 - 2007
Foundation Capital Group 2005 - 2006
Foundation Capital Group 2004 - 2005
Skills
Commercial Lending, Credit, Loans, Loan Origination, Small Business Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Loan Servicing, Credit Risk, Commercial Mortgages, Banking, Underwriting, Refinance, SBA, Management, Relationship Management, Business Development, Portfolio Management, Loan Modifications, Mortgage Banking, Residential Mortgages, Loss Mitigation, Financial Analysis, Commercial Real Estate
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Plaza Bank 2015 - Present
CDC Small Business Finance 2012 - 2014
CDC Small Business Finance 2012 - 2012
First Citizens Bank 2011 - 2012
Pacific Capital Bancorp 2010 - 2011
First Citizens Bank 2010 - 2010
La Jolla Bank, FSB 2007 - 2010
Wells Fargo Financial 2006 - 2007
Foundation Capital Group 2005 - 2006
Foundation Capital Group 2004 - 2005
Skills
Commercial Lending, Credit, Loans, Loan Origination, Small Business Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Loan Servicing, Credit Risk, Commercial Mortgages, Banking, Underwriting, Refinance, SBA, Management, Relationship Management, Business Development, Portfolio Management, Loan Modifications, Mortgage Banking, Residential Mortgages, Loss Mitigation, Financial Analysis, Commercial Real Estate
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY