Community Bank of the Bay
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Community Bank of the Bay Employees
Employee
Years
Job
Industry
Mansi Joshi Mansi Joshi's Community Bank of the Bay Experience March 2012 - September 2012
Job Inquisitive Financial Analyst at EMC | Finance Training Program (Leadership Development) | Web Designer | Vocalist
Industry Information Technology and Services
Experience
EMC, Global Revenue Reporting & Analysis (2nd Rotation) July 2015 - Present
Indus Stone, LLC. March 2011 - Present
EMC, Corporate FP&A, Enterprise Content Division (ECD) (1st Rotation) July 2014 - July 2015
MINDBODY, Inc. May 2013 - June 2014
County of San Luis Obispo April 2013 - June 2014
California Polytechnic State University October 2012 - July 2013
Martha Cody, J.D., Employment Equity Director January 2013 - June 2013
Community Bank of the Bay March 2012 - September 2012
Skills
PowerPoint, Human Resources, Financial Analysis, Public Speaking, Strategic Leadership, Environmental Policy, Workplace Policy/..., Event Planning, Web Development, Marketing, Microsoft Excel, GIS, Photoshop, Microsoft Word, Microsoft Office, Leadership, Research, HTML, Team Leadership, Recruiting, Outlook, Data Analysis, Editing, Sustainability, SEO, Natural Resource..., Environmental Impact..., Public Relations, Teamwork, Analysis, Training, Social Media, Windows, Project Management, Management, Customer Service, Time Management, Social Networking, Finance, Budgets
Education
California Polytechnic State University-San Luis Obispo 2012 — 2014
Bachelor's Degree, Environmental Management and Protection, Minor in Law and Policy, Cum Laude
Diablo Valley College 2010 — 2012
Associate of Science, Biology/Biological Sciences, General
Sebastian River High School 2005 — 2009
University of California, Santa Cruz
EMC, Global Revenue Reporting & Analysis (2nd Rotation) July 2015 - Present
Indus Stone, LLC. March 2011 - Present
EMC, Corporate FP&A, Enterprise Content Division (ECD) (1st Rotation) July 2014 - July 2015
MINDBODY, Inc. May 2013 - June 2014
County of San Luis Obispo April 2013 - June 2014
California Polytechnic State University October 2012 - July 2013
Martha Cody, J.D., Employment Equity Director January 2013 - June 2013
Community Bank of the Bay March 2012 - September 2012
Skills
PowerPoint, Human Resources, Financial Analysis, Public Speaking, Strategic Leadership, Environmental Policy, Workplace Policy/..., Event Planning, Web Development, Marketing, Microsoft Excel, GIS, Photoshop, Microsoft Word, Microsoft Office, Leadership, Research, HTML, Team Leadership, Recruiting, Outlook, Data Analysis, Editing, Sustainability, SEO, Natural Resource..., Environmental Impact..., Public Relations, Teamwork, Analysis, Training, Social Media, Windows, Project Management, Management, Customer Service, Time Management, Social Networking, Finance, Budgets
Education
California Polytechnic State University-San Luis Obispo 2012 — 2014
Bachelor's Degree, Environmental Management and Protection, Minor in Law and Policy, Cum Laude
Diablo Valley College 2010 — 2012
Associate of Science, Biology/Biological Sciences, General
Sebastian River High School 2005 — 2009
University of California, Santa Cruz
Mona Aflatooni, CPA, MBA Mona Aflatooni, CPA, MBA's Community Bank of the Bay Experience May 2012 - February 2014
Job SEC Reporting
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Community Bank of the Bay May 2012 - February 2014
Tri-Valley Bank March 2011 - June 2012
Vavrinek, Trine, Day & Co., LLP May 2010 - March 2011
PMB Helin Donovan January 2010 - April 2010
KPMG Audit September 2008 - April 2009
Solectron June 2007 - September 2007
Demaray's Gymnastics May 2000 - April 2007
Skills
GAAP, SOX 404, FAS 5, SOP 97-2, OMB Circular A-133, US GAAP, SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Accounting, Financial Reporting, Financial Analysis, Community Banking, Internal Audit, CPA, QuickBooks, Balance, Cash Management, Analysis, SEC Filings
Education
California State University-East Bay 2009 — 2012
MBA, IT Management
California State University-East Bay 2006 — 2008
BS, Business Administration with concentrations in Accounting, Finance, and Corporate Management
Ohlone College 2004 — 2006
AA, Business Administration, Honors
Newark memorial
Wells Fargo February 2014 - Present
Community Bank of the Bay May 2012 - February 2014
Tri-Valley Bank March 2011 - June 2012
Vavrinek, Trine, Day & Co., LLP May 2010 - March 2011
PMB Helin Donovan January 2010 - April 2010
KPMG Audit September 2008 - April 2009
Solectron June 2007 - September 2007
Demaray's Gymnastics May 2000 - April 2007
Skills
GAAP, SOX 404, FAS 5, SOP 97-2, OMB Circular A-133, US GAAP, SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Accounting, Financial Reporting, Financial Analysis, Community Banking, Internal Audit, CPA, QuickBooks, Balance, Cash Management, Analysis, SEC Filings
Education
California State University-East Bay 2009 — 2012
MBA, IT Management
California State University-East Bay 2006 — 2008
BS, Business Administration with concentrations in Accounting, Finance, and Corporate Management
Ohlone College 2004 — 2006
AA, Business Administration, Honors
Newark memorial
Frank Tsai Frank Tsai's Community Bank of the Bay Experience January 1999 - Present
Job Partner at FLG Partners | CFO
Industry Management Consulting
Experience
FLG Partners January 2006 - Present
Sundance Institute April 2015 - Present
United Way Silicon Valley June 2013 - Present
Community Bank of the Bay January 1999 - Present
Institute for the Future October 2014 - Present
US Capital Partners February 2012 - Present
Low Income Housing Fund 2005 - 2006
Summerville Senior Living, Inc September 2002 - August 2005
Tatum Partners April 2001 - February 2004
American Baptist Homes of the West October 1992 - May 2000
Skills
Mergers & Acquisitions, Business Planning, Finance, Strategic Planning, Financial Analysis, Executive Management, Private Equity, Leadership, Non-profit Leadership, Corporate Finance, Entrepreneurship, Leveraged Finance, Risk Management, Investments, Corporate Development, Strategic Financial..., Start-ups, Venture Capital, Restructuring, Business Development, Strategy, Cash Management, Business Strategy, Mergers, Acquisition Integration, Managerial Finance, Business Valuation, Strategic Partnerships, Turn Around Management, Portfolio Management, Financial Services, Funding, Fiscal Impact Analysis
Education
Kellogg Graduate School of Management 1981 — 1984
MBA, Management
University of Minnesota School of Public Health 1970 — 1972
MPH, Health Education
University of Minnesota College of Liberal 1966 — 1970
B.S., Arts
FLG Partners January 2006 - Present
Sundance Institute April 2015 - Present
United Way Silicon Valley June 2013 - Present
Community Bank of the Bay January 1999 - Present
Institute for the Future October 2014 - Present
US Capital Partners February 2012 - Present
Low Income Housing Fund 2005 - 2006
Summerville Senior Living, Inc September 2002 - August 2005
Tatum Partners April 2001 - February 2004
American Baptist Homes of the West October 1992 - May 2000
Skills
Mergers & Acquisitions, Business Planning, Finance, Strategic Planning, Financial Analysis, Executive Management, Private Equity, Leadership, Non-profit Leadership, Corporate Finance, Entrepreneurship, Leveraged Finance, Risk Management, Investments, Corporate Development, Strategic Financial..., Start-ups, Venture Capital, Restructuring, Business Development, Strategy, Cash Management, Business Strategy, Mergers, Acquisition Integration, Managerial Finance, Business Valuation, Strategic Partnerships, Turn Around Management, Portfolio Management, Financial Services, Funding, Fiscal Impact Analysis
Education
Kellogg Graduate School of Management 1981 — 1984
MBA, Management
University of Minnesota School of Public Health 1970 — 1972
MPH, Health Education
University of Minnesota College of Liberal 1966 — 1970
B.S., Arts
Helen Wyman Helen Wyman's Community Bank of the Bay Experience May 2014 - Present
Job Community Marketing Specialist
Industry Banking
Experience
Community Bank of the Bay May 2014 - Present
Helen Wyman - self employed August 2010 - May 2014
Linden Street Brewery October 2010 - October 2013
Melt Massage July 2012 - February 2013
Friends of the Oakland Fox September 2011 - June 2012
Civitas October 2010 - September 2011
Oakland Events, LLC January 2008 - January 2010
Downtown Oakland Association January 2009 - August 2009
Lake Merritt/Uptown District Association January 2009 - August 2009
Montclair Village Association August 2003 - May 2008
Skills
Event Management, Non-profit..., Marketing Communications, Non-profits, Community Outreach, Event Planning, Public Relations, Social Media, Special Events, Promotions, Fundraising, Program Development, Community Relations, Community Development, Newsletters, Nonprofits, Editing, Social Media Marketing, Marketing, Strategic Planning, Project Planning, Advertising, Volunteer Management, Small Business, Social Networking, Email Marketing, Public Speaking, Blogging, Budgets, Management, Media Relations, Customer Service, Strategic Communications, Leadership, Economic Development, Grants, Leadership Development, Sales, Proposal Writing, Research, Entrepreneurship, Philanthropy, Sustainability, Public Policy, Government, Community Engagement, Policy Analysis, Press Releases, Internet, Social Entrepreneurship
Education
University of California, Davis 2001 — 2003
BA, Anthropology
Merritt College 1997 — 2001
transferred, Cultural Anthropology
Bishop O'Dowd High School 1991 — 1995
Community Bank of the Bay May 2014 - Present
Helen Wyman - self employed August 2010 - May 2014
Linden Street Brewery October 2010 - October 2013
Melt Massage July 2012 - February 2013
Friends of the Oakland Fox September 2011 - June 2012
Civitas October 2010 - September 2011
Oakland Events, LLC January 2008 - January 2010
Downtown Oakland Association January 2009 - August 2009
Lake Merritt/Uptown District Association January 2009 - August 2009
Montclair Village Association August 2003 - May 2008
Skills
Event Management, Non-profit..., Marketing Communications, Non-profits, Community Outreach, Event Planning, Public Relations, Social Media, Special Events, Promotions, Fundraising, Program Development, Community Relations, Community Development, Newsletters, Nonprofits, Editing, Social Media Marketing, Marketing, Strategic Planning, Project Planning, Advertising, Volunteer Management, Small Business, Social Networking, Email Marketing, Public Speaking, Blogging, Budgets, Management, Media Relations, Customer Service, Strategic Communications, Leadership, Economic Development, Grants, Leadership Development, Sales, Proposal Writing, Research, Entrepreneurship, Philanthropy, Sustainability, Public Policy, Government, Community Engagement, Policy Analysis, Press Releases, Internet, Social Entrepreneurship
Education
University of California, Davis 2001 — 2003
BA, Anthropology
Merritt College 1997 — 2001
transferred, Cultural Anthropology
Bishop O'Dowd High School 1991 — 1995
Cecil Adams Cecil Adams's Community Bank of the Bay Experience July 1995 - October 1997
Job Senior Vice President at Gilmore Bank
Industry Banking
Experience
Gilmore Bank March 2013 - Present
Founders National Bank January 2000 - March 2003
Community Bank of the Bay July 1995 - October 1997
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Credit, Credit Risk, Financial Analysis, Risk Management, Portfolio Management, Due Diligence, Treasury Management, Credit Analysis, Small Business Lending, Consumer Lending, Lines Of Credit
Education
University of Houston 1980 — 1982
Masters in Accountancy, Accounting
University of North Texas 1966 — 1970
Bachelor of Arts (B.A.), Economics
Gilmore Bank March 2013 - Present
Founders National Bank January 2000 - March 2003
Community Bank of the Bay July 1995 - October 1997
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Credit, Credit Risk, Financial Analysis, Risk Management, Portfolio Management, Due Diligence, Treasury Management, Credit Analysis, Small Business Lending, Consumer Lending, Lines Of Credit
Education
University of Houston 1980 — 1982
Masters in Accountancy, Accounting
University of North Texas 1966 — 1970
Bachelor of Arts (B.A.), Economics
Alan D'Souza, CFA Alan D'Souza, CFA's Community Bank of the Bay Experience August 2007 - March 2011
Job Senior Product Analytics Manager at Lending Club
Industry Financial Services
Experience
Lending Club October 2014 - Present
Lending Club April 2013 - October 2014
SVB Financial Group April 2011 - March 2013
Community Bank of the Bay August 2007 - March 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Business Valuation, Portfolio Management, Corporate Finance, DCF, Private Equity, Valuation Modeling, Venture Capital, Investments, Banking, Chartered Financial..., Derivatives, Competitive Analysis, Equity Valuation, Fixed Income, Equities, Securities, Tableau
Education
Jai Hind College 2004 — 2007
Bachelor of Commerce, Accounting and Tax
Lending Club October 2014 - Present
Lending Club April 2013 - October 2014
SVB Financial Group April 2011 - March 2013
Community Bank of the Bay August 2007 - March 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Business Valuation, Portfolio Management, Corporate Finance, DCF, Private Equity, Valuation Modeling, Venture Capital, Investments, Banking, Chartered Financial..., Derivatives, Competitive Analysis, Equity Valuation, Fixed Income, Equities, Securities, Tableau
Education
Jai Hind College 2004 — 2007
Bachelor of Commerce, Accounting and Tax
Alex Finkelstein Alex Finkelstein's Community Bank of the Bay Experience May 2011 - August 2013
Job Student at University of Southern California
Industry Real Estate
Experience
Shalom Hartman Institute April 2015 - Present
Bet Tzedek Legal Services January 2015 - Present
USC Ronald Tutor Campus Center January 2014 - Present
MJM Mangagement Group May 2013 - September 2014
Community Bank of the Bay May 2011 - August 2013
BBYO February 2012 - July 2013
Obama for America January 2012 - November 2012
BBYO May 2011 - May 2012
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Social Networking, Social Media, Event Management, Microsoft Office, Leadership Development, PowerPoint, Research, Strategic Planning, Microsoft Word, Leadership, Advertising, Nonprofits, Volunteer Management, Internships, Recruiting, Editing, Program Management, Politics
Education
University of Southern California 2013 — 2017
History, Computer Science
Oakland Technical High School 2009 — 2013
Shalom Hartman Institute April 2015 - Present
Bet Tzedek Legal Services January 2015 - Present
USC Ronald Tutor Campus Center January 2014 - Present
MJM Mangagement Group May 2013 - September 2014
Community Bank of the Bay May 2011 - August 2013
BBYO February 2012 - July 2013
Obama for America January 2012 - November 2012
BBYO May 2011 - May 2012
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Social Networking, Social Media, Event Management, Microsoft Office, Leadership Development, PowerPoint, Research, Strategic Planning, Microsoft Word, Leadership, Advertising, Nonprofits, Volunteer Management, Internships, Recruiting, Editing, Program Management, Politics
Education
University of Southern California 2013 — 2017
History, Computer Science
Oakland Technical High School 2009 — 2013
Elyssa Davis's Community Bank of the Bay Experience June 2013 - September 2013
Job Recruiting Coordinator at Apple
Industry Human Resources
Experience
Apple June 2014 - Present
Apple October 2013 - May 2014
Apple September 2013 - October 2013
Community Bank of the Bay June 2013 - September 2013
Malibu Conference Center June 2011 - June 2012
Trance January 2012 - April 2012
Total Resources International (TRI) October 2011 - December 2011
Delta Delta Delta Fraternity January 2011 - December 2011
Malibu Conference Center March 2011 - June 2011
Private Clients January 2008 - April 2011
Skills
Conversant in Italian, Conversant in Spanish, MS Office Suite, iWork, SPSS, Visual Basic, Entrepreneurship, Managerial Finance, Marketing, Business Strategy, Human Resources, Negotiation, Mediation, Dispute Resolution, Strategic Planning, Project Management, Research, Microsoft Office, Analytics, Analysis, Nonprofits, Event Planning, Social Media, Market Research, Management, Marketing Strategy, Sales, Community Outreach, Social Media Marketing, Data Analysis, Budgets, Forecasting, Public Relations, Social Networking, Team Building, Strategy, Fundraising, Leadership, Public Speaking, Start-ups, Time Management, Product Development, Microsoft Excel, PowerPoint, Event Management, Accounting, Financial Analysis, Microsoft Word, Blogging, Leadership Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Business Administration (MBA), Entrepreneurship, 3.78
Pepperdine University 2008 — 2010
BS, Business Administration, 3.74
Apple June 2014 - Present
Apple October 2013 - May 2014
Apple September 2013 - October 2013
Community Bank of the Bay June 2013 - September 2013
Malibu Conference Center June 2011 - June 2012
Trance January 2012 - April 2012
Total Resources International (TRI) October 2011 - December 2011
Delta Delta Delta Fraternity January 2011 - December 2011
Malibu Conference Center March 2011 - June 2011
Private Clients January 2008 - April 2011
Skills
Conversant in Italian, Conversant in Spanish, MS Office Suite, iWork, SPSS, Visual Basic, Entrepreneurship, Managerial Finance, Marketing, Business Strategy, Human Resources, Negotiation, Mediation, Dispute Resolution, Strategic Planning, Project Management, Research, Microsoft Office, Analytics, Analysis, Nonprofits, Event Planning, Social Media, Market Research, Management, Marketing Strategy, Sales, Community Outreach, Social Media Marketing, Data Analysis, Budgets, Forecasting, Public Relations, Social Networking, Team Building, Strategy, Fundraising, Leadership, Public Speaking, Start-ups, Time Management, Product Development, Microsoft Excel, PowerPoint, Event Management, Accounting, Financial Analysis, Microsoft Word, Blogging, Leadership Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
Master of Business Administration (MBA), Entrepreneurship, 3.78
Pepperdine University 2008 — 2010
BS, Business Administration, 3.74
John Z. Barr, CCIM's Community Bank of the Bay Experience June 2015 - Present
Job Chief Credit Officer at Community Bank of the Bay
Industry Banking
Experience
Community Bank of the Bay June 2015 - Present
Valley Community Bank January 2012 - Present
Stabilized Asset Resources, LLC (STAR) 2009 - Present
FORT Properties, Inc. May 2008 - 2009
WaMu April 2006 - May 2008
California Bank & Trust 2002 - 2006
IBM Global Finance 1999 - 2001
National City Bank 1988 - 1999
Skills
Real Estate Transactions, Real Estate, Loans, Commercial Lending, Commercial Banking, Credit, Banking, Special Servicing, Commercial Mortgages, Management, Portfolio Management, Credit Risk, Distressed Debt, Finance, Commercial Real Estate, Due Diligence, Underwriting, Risk Management, Credit Analysis, Investment Properties, Loan Origination, Consumer Lending, Financial Analysis, Mortgage Lending, Small Business Lending, Investments, Financial Structuring, Asset Management, Mergers & Acquisitions, Sales, Financial Services, Financial Risk
Education
CCIM Institute
CCIM
Golden Gate University
MBA
University of San Francisco
B.A.
Community Bank of the Bay June 2015 - Present
Valley Community Bank January 2012 - Present
Stabilized Asset Resources, LLC (STAR) 2009 - Present
FORT Properties, Inc. May 2008 - 2009
WaMu April 2006 - May 2008
California Bank & Trust 2002 - 2006
IBM Global Finance 1999 - 2001
National City Bank 1988 - 1999
Skills
Real Estate Transactions, Real Estate, Loans, Commercial Lending, Commercial Banking, Credit, Banking, Special Servicing, Commercial Mortgages, Management, Portfolio Management, Credit Risk, Distressed Debt, Finance, Commercial Real Estate, Due Diligence, Underwriting, Risk Management, Credit Analysis, Investment Properties, Loan Origination, Consumer Lending, Financial Analysis, Mortgage Lending, Small Business Lending, Investments, Financial Structuring, Asset Management, Mergers & Acquisitions, Sales, Financial Services, Financial Risk
Education
CCIM Institute
CCIM
Golden Gate University
MBA
University of San Francisco
B.A.
Kim Ramirez's Community Bank of the Bay Experience December 2014 - Present
Job Vice President at Community Bank of the Bay
Industry Banking
Experience
Community Bank of the Bay December 2014 - Present
Union Bank December 1999 - January 2003
First Interstate Bank 1988 - 1996
Wells Fargo 1986 - 1990
Skills
Banking, Credit, Management, Credit Analysis, Commercial Lending, Commercial Banking, Loans, Retail Banking, Small Business Lending, Loan Origination, Business Process...
Education
St. Mary's College of California 1975 — 1979
Bachelor's of Science, Economics and Business Administration
Community Bank of the Bay December 2014 - Present
Union Bank December 1999 - January 2003
First Interstate Bank 1988 - 1996
Wells Fargo 1986 - 1990
Skills
Banking, Credit, Management, Credit Analysis, Commercial Lending, Commercial Banking, Loans, Retail Banking, Small Business Lending, Loan Origination, Business Process...
Education
St. Mary's College of California 1975 — 1979
Bachelor's of Science, Economics and Business Administration
Daniel Fujimoto's Community Bank of the Bay Experience December 2012 - Present
Job Vice President & Relationship Manager at Community Bank of the Bay
Industry Banking
Experience
Community Bank of the Bay December 2012 - Present
Community Bank of the Bay February 2011 - December 2012
Community Bank of The Bay October 2008 - February 2011
Bonita Treat and Associates, Certified Public Accountants January 2008 - April 2008
Smith Barney October 2006 - March 2007
Skills
Commercial Banking, Marketing, Credit, Financial Analysis, Commercial Lending, Loans, Tax, Banking, Portfolio Management, Credit Analysis, Underwriting, Asset Based Lending, Commercial Mortgages, Mortgage Lending, Cash Management
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Science (B.S.), Financial Services, Political Science
De La Salle High School 1999 — 2003
Community Bank of the Bay December 2012 - Present
Community Bank of the Bay February 2011 - December 2012
Community Bank of The Bay October 2008 - February 2011
Bonita Treat and Associates, Certified Public Accountants January 2008 - April 2008
Smith Barney October 2006 - March 2007
Skills
Commercial Banking, Marketing, Credit, Financial Analysis, Commercial Lending, Loans, Tax, Banking, Portfolio Management, Credit Analysis, Underwriting, Asset Based Lending, Commercial Mortgages, Mortgage Lending, Cash Management
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Science (B.S.), Financial Services, Political Science
De La Salle High School 1999 — 2003
Mark Roach's Community Bank of the Bay Experience March 2013 - Present
Job Senior Vice President/Regional Manager, Silicon Valley at Community Bank of the Bay
Industry Banking
Experience
Community Bank of the Bay March 2013 - Present
Bank of America Merrill Lynch August 2004 - May 2012
Mid Peninsula Bank-Greater Bay Bancorp (acquired by Wells Fargo) February 1998 - August 2004
Wells Fargo April 1997 - January 1998
Self Employed February 1995 - November 1996
NationsBank / Amresco June 1988 - January 1995
BancTEXAS (acquired by Comerica) August 1986 - September 1988
Skills
Debt, High Yield, Commercial Lending, Portfolio Management, Financial Analysis, Real Estate, Credit Analysis, Capital Markets, Commercial Mortgages, Financial Structuring, Asset Managment, Commercial Real Estate, Real Estate Economics, Asset Management, Banking, Due Diligence, Mergers & Acquisitions, Credit, Structured Finance, Credit Risk, Investments, Underwriting
Education
University of Washington, Pacific Coast School of Banking 2000 — 2002
Banking
Texas Tech University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance
Community Bank of the Bay March 2013 - Present
Bank of America Merrill Lynch August 2004 - May 2012
Mid Peninsula Bank-Greater Bay Bancorp (acquired by Wells Fargo) February 1998 - August 2004
Wells Fargo April 1997 - January 1998
Self Employed February 1995 - November 1996
NationsBank / Amresco June 1988 - January 1995
BancTEXAS (acquired by Comerica) August 1986 - September 1988
Skills
Debt, High Yield, Commercial Lending, Portfolio Management, Financial Analysis, Real Estate, Credit Analysis, Capital Markets, Commercial Mortgages, Financial Structuring, Asset Managment, Commercial Real Estate, Real Estate Economics, Asset Management, Banking, Due Diligence, Mergers & Acquisitions, Credit, Structured Finance, Credit Risk, Investments, Underwriting
Education
University of Washington, Pacific Coast School of Banking 2000 — 2002
Banking
Texas Tech University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance
William Purcell's Community Bank of the Bay Experience July 2009 - Present
Job food import expert, banker
Industry Food & Beverages
Experience
Community Bank of the Bay July 2009 - Present
Purcell International January 1964 - Present
Island Sun Company January 1966 - January 1984
various as shown - January 1966 - January 1974
Skills
Strategic Planning, Sales Management, Negotiation, Microsoft Office, Budgets, Food Service, New Business Development, Retail, Team Building, Social Media, Advertising, Microsoft Excel, Product Development, Sales, Pricing, Logistics, Purchasing, Business Development, Export, Sourcing, Business Planning, Merchandising, Food
Education
UC Berkeley 1972 — 1974
Bachelor of Arts (B.A.), International Economics
College of San Mateo 1970 — 1971
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Bellarmine College Preparatory 1967 — 1970
Community Bank of the Bay July 2009 - Present
Purcell International January 1964 - Present
Island Sun Company January 1966 - January 1984
various as shown - January 1966 - January 1974
Skills
Strategic Planning, Sales Management, Negotiation, Microsoft Office, Budgets, Food Service, New Business Development, Retail, Team Building, Social Media, Advertising, Microsoft Excel, Product Development, Sales, Pricing, Logistics, Purchasing, Business Development, Export, Sourcing, Business Planning, Merchandising, Food
Education
UC Berkeley 1972 — 1974
Bachelor of Arts (B.A.), International Economics
College of San Mateo 1970 — 1971
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Bellarmine College Preparatory 1967 — 1970
Bob Gionfriddo's Community Bank of the Bay Experience December 2009 - April 2013
Job Newly appointed Executive Vice President, Director of Business Development
Industry Banking
Experience
Heritage Bank of Commerce August 2015 - Present
Heritage Bank of Commerce August 2015 - Present
Focus Business Bank March 2013 - Present
Community Bank of the Bay December 2009 - April 2013
Skills
Banking, Loans, Commercial Lending, Commercial Banking, Strategic Planning, Credit Analysis, Risk Management, Small Business Lending, Accounting, Financial Modeling, Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Real Estate, Financial Reporting, Business Strategy, Business Development, Finance, Commercial Mortgages, Asset Based Lending, Underwriting, Treasury Management, Cash Management, Lines Of Credit, SBA, Financial Services, Financial Structuring, Relationship Management, Executive Management, Cash Flow, New Business Development, Real Estate Financing, Construction Loans, Banking Relationships, Credit Risk, Financial Risk
Education
Loyola University of Chicago, Rome Italy 1966 — 1967
Junior Year Abroad, Good Times
Fairfield University
Bachelor of Arts (B.A.), Finance, General
Loyola University of Chicago, Rome Italy
Heritage Bank of Commerce August 2015 - Present
Heritage Bank of Commerce August 2015 - Present
Focus Business Bank March 2013 - Present
Community Bank of the Bay December 2009 - April 2013
Skills
Banking, Loans, Commercial Lending, Commercial Banking, Strategic Planning, Credit Analysis, Risk Management, Small Business Lending, Accounting, Financial Modeling, Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Real Estate, Financial Reporting, Business Strategy, Business Development, Finance, Commercial Mortgages, Asset Based Lending, Underwriting, Treasury Management, Cash Management, Lines Of Credit, SBA, Financial Services, Financial Structuring, Relationship Management, Executive Management, Cash Flow, New Business Development, Real Estate Financing, Construction Loans, Banking Relationships, Credit Risk, Financial Risk
Education
Loyola University of Chicago, Rome Italy 1966 — 1967
Junior Year Abroad, Good Times
Fairfield University
Bachelor of Arts (B.A.), Finance, General
Loyola University of Chicago, Rome Italy
Paskaranathan Shri Shashitharan's Community Bank of the Bay Experience December 2014 - February 2015
Job Banking Professional
Industry Banking
Experience
Community Bank of the Bay December 2014 - February 2015
Summit Bank September 2012 - November 2014
Summit Bank February 2012 - August 2012
Dr. Maya Prasad, International & Legal Consulting December 2008 - February 2012
Wells Fargo Bank, San Francisco, CA December 2007 - May 2008
Seylan Bank Limited, Sri Lanka June 1998 - March 2007
John Keells Holdings Limited May 1991 - March 1998
Skills
Banking, Retail Banking, Analysis, Public Relations, Customer Service, Cross-functional Team..., Loans
Education
Heald College-Concord 2012 — 2013
Certificate, Business Accounting, GPA 3.80
Stratford Career Institute 2008 — 2010
Diploma, Business Management
Sri Lanka Institute of Marketing 2006 — 2006
Certificate, Sales and Marketing
Open University of Sri Lanka 1992 — 1996
Diploma, Business Management
Community Bank of the Bay December 2014 - February 2015
Summit Bank September 2012 - November 2014
Summit Bank February 2012 - August 2012
Dr. Maya Prasad, International & Legal Consulting December 2008 - February 2012
Wells Fargo Bank, San Francisco, CA December 2007 - May 2008
Seylan Bank Limited, Sri Lanka June 1998 - March 2007
John Keells Holdings Limited May 1991 - March 1998
Skills
Banking, Retail Banking, Analysis, Public Relations, Customer Service, Cross-functional Team..., Loans
Education
Heald College-Concord 2012 — 2013
Certificate, Business Accounting, GPA 3.80
Stratford Career Institute 2008 — 2010
Diploma, Business Management
Sri Lanka Institute of Marketing 2006 — 2006
Certificate, Sales and Marketing
Open University of Sri Lanka 1992 — 1996
Diploma, Business Management
Andrew Yoo's Community Bank of the Bay Experience May 2005 - April 2008
Job Underwriting Team Lead Manager, Vice President at Bank of the West
Industry Banking
Experience
Bank of the West July 2013 - Present
Fremont Bank May 2011 - June 2013
Mechanics Bank May 2008 - April 2011
Community Bank of the Bay May 2005 - April 2008
Skills
Small Business Lending, Loans, Cash Management, Commercial Lending, Commercial Banking, Credit Analysis, Credit, Banking, Portfolio Management, Credit Risk, Underwriting, Consumer Lending, Commercial Mortgages, Lines Of Credit, Finance, Asset Based Lending, Analysis, Financial Analysis, Risk Management, Internet Banking, Management
Education
Trinity University 1992 — 1996
B.A., Economics - Finance Concentration
Bank of the West July 2013 - Present
Fremont Bank May 2011 - June 2013
Mechanics Bank May 2008 - April 2011
Community Bank of the Bay May 2005 - April 2008
Skills
Small Business Lending, Loans, Cash Management, Commercial Lending, Commercial Banking, Credit Analysis, Credit, Banking, Portfolio Management, Credit Risk, Underwriting, Consumer Lending, Commercial Mortgages, Lines Of Credit, Finance, Asset Based Lending, Analysis, Financial Analysis, Risk Management, Internet Banking, Management
Education
Trinity University 1992 — 1996
B.A., Economics - Finance Concentration
Key Kim's Community Bank of the Bay Experience January 2004 - May 2004
Job IT Consultant at Houlihan Lokey
Industry Oil & Energy
Experience
Houlihan Lokey September 2014 - December 2014
Seven Lakes Technologies March 2014 - June 2014
Conifer Health Solutions June 2013 - February 2014
Western Asset Management Co January 2007 - April 2012
Western Asset Management Co October 2005 - January 2007
Community Bank of the Bay January 2004 - May 2004
Skills
Excel, SQL, SDLC, Quality Assurance, PowerPoint, Visio, Access, TFS, Business Intelligence, Requirements Analysis
Education
UC Berkeley 2002 — 2005
Bachelor of Arts (B.A.), Economics
Houlihan Lokey September 2014 - December 2014
Seven Lakes Technologies March 2014 - June 2014
Conifer Health Solutions June 2013 - February 2014
Western Asset Management Co January 2007 - April 2012
Western Asset Management Co October 2005 - January 2007
Community Bank of the Bay January 2004 - May 2004
Skills
Excel, SQL, SDLC, Quality Assurance, PowerPoint, Visio, Access, TFS, Business Intelligence, Requirements Analysis
Education
UC Berkeley 2002 — 2005
Bachelor of Arts (B.A.), Economics