Crocker Bank
Description
Crocker National Bank was a United States bank headquartered in San Francisco, California. It was acquired by and merged into Wells Fargo Bank in 1986. Headquarters: San Francisco, CA Parent organization: Wells Fargo
Crocker Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Crocker Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Crocker Bank Salaries. You can even request information on how much does Crocker Bank pay if you want to. Learn about salaries, pros and cons of working for Crocker Bank directly from the past employees.
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79 Crocker Bank employees in database. Find out everything there's to know about Crocker Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Crocker Bank Employees
Employee
Years
Job
Industry
Matteo Wright Matteo Wright's Crocker Bank Experience June 1983 - June 1986
Job Web Content Manager
Industry E-Learning
Experience
Self Employed September 1988 - Present
Commercial Yarn Store May 1996 - August 2001
Wells Fargo Bank June 1986 - April 1996
Crocker Bank June 1983 - June 1986
Skills
Editing, Foreign Languages, French, Credit, Loans, Corporate Communications, Technical Documentation, Small Business, International Banking..., Time Management, Department Budgeting, English, corporate documentation, Credit Policy, Legal Documents, Syndications, Customer Service, Customer Acquisition, Customer Support, Customer Experience, Wire Transfers, Foreign Exchange, Foreign Currency, Credit Management, Credit Risk, Store Management, New Store Development, New Store Set Up, New Store Planning, Self-starter, Employee Self Service, Selling, Self-driven, Approvals, Regulatory Approvals, Legal Compliance, Budgets, Retail Buying, Account Management, Sales Management, Direct Sales, Tutoring, Translation, Oil/Gas, Organization, aerospace documentation, Oil & Gas Industry, Leisure Travel, Travel Arrangements, Cooking
Education
San Francisco State University 2003 — 2008
BA, French
Chabot College
none
Self Employed September 1988 - Present
Commercial Yarn Store May 1996 - August 2001
Wells Fargo Bank June 1986 - April 1996
Crocker Bank June 1983 - June 1986
Skills
Editing, Foreign Languages, French, Credit, Loans, Corporate Communications, Technical Documentation, Small Business, International Banking..., Time Management, Department Budgeting, English, corporate documentation, Credit Policy, Legal Documents, Syndications, Customer Service, Customer Acquisition, Customer Support, Customer Experience, Wire Transfers, Foreign Exchange, Foreign Currency, Credit Management, Credit Risk, Store Management, New Store Development, New Store Set Up, New Store Planning, Self-starter, Employee Self Service, Selling, Self-driven, Approvals, Regulatory Approvals, Legal Compliance, Budgets, Retail Buying, Account Management, Sales Management, Direct Sales, Tutoring, Translation, Oil/Gas, Organization, aerospace documentation, Oil & Gas Industry, Leisure Travel, Travel Arrangements, Cooking
Education
San Francisco State University 2003 — 2008
BA, French
Chabot College
none
Michelle Bradford Michelle Bradford's Crocker Bank Experience February 1985 - January 1986
Job Business Development at First American Title
Industry Real Estate
Experience
First American Title March 2000 - Present
Land America Title Insurance January 1995 - March 2000
Denham Personnel April 1991 - January 1995
Helpmates Staffing Services February 1986 - January 1991
Crocker Bank February 1985 - January 1986
Education
University of California, Irvine 1987 — 1988
National University 1986 — 1988
Personnel Management
Long Beach City College 1985 — 1987
Human Resources Management
Heald College 1983 — 1985
AA, Law, Paralegal
First American Title March 2000 - Present
Land America Title Insurance January 1995 - March 2000
Denham Personnel April 1991 - January 1995
Helpmates Staffing Services February 1986 - January 1991
Crocker Bank February 1985 - January 1986
Education
University of California, Irvine 1987 — 1988
National University 1986 — 1988
Personnel Management
Long Beach City College 1985 — 1987
Human Resources Management
Heald College 1983 — 1985
AA, Law, Paralegal
Laurie Gibbs Laurie Gibbs's Crocker Bank Experience 1979 - 1980
Job Boarding Representative at Bishop Ranch Veterinary Center & Urgent Care
Industry Veterinary
Experience
Bishop Ranch Veterinary Center & Urgent Care 2010 - Present
Coopers & Lybrand 1980 - 1989
Crocker Bank 1979 - 1980
Skills
Administrative Assistant, Microsoft Excel, Microsoft Word, Outlook, Event Planning, Certified..., BLS/CPR Certified, Administrative..., Office Management, Customer Service, Telephone Skills
Education
County College of Morris 1976 — 1977
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Castro Valley Adult School
Administrative Medical Assistant--Certified; Microsoft Office 2010
Bishop Ranch Veterinary Center & Urgent Care 2010 - Present
Coopers & Lybrand 1980 - 1989
Crocker Bank 1979 - 1980
Skills
Administrative Assistant, Microsoft Excel, Microsoft Word, Outlook, Event Planning, Certified..., BLS/CPR Certified, Administrative..., Office Management, Customer Service, Telephone Skills
Education
County College of Morris 1976 — 1977
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Castro Valley Adult School
Administrative Medical Assistant--Certified; Microsoft Office 2010
Paul Duren Paul Duren's Crocker Bank Experience 1982 - 1986
Job Senior Vice President at Bridge Bank
Industry Banking
Experience
Bridge Bank December 2011 - Present
City National Bank August 2010 - December 2011
Bank Leumi January 2010 - July 2010
Comerica Bank January 1992 - January 2010
Pacific Western Bank 1992 - 1994
Bank of America June 1986 - January 1992
Crocker Bank 1982 - 1986
Skills
Banking, Commercial Lending, Credit, Loans, Financial Analysis, Asset Based Lending, Commercial Banking, Portfolio Management, Small Business Lending, Middle Market, Financial Modeling, Credit Risk, Corporate Finance, Underwriting, Cash Management, Finance, Financial Risk, Private Equity, Treasury Management, Cash Flow Lending, Relationship Management, Factoring, Syndications, SBA, Cash Flow, Commercial Mortgages, Financial Services, Retail Banking, Lines Of Credit, Managerial Finance, Loan Origination, Credit Analysis, Business Development, Risk Management, Strategic Financial..., Private Banking, Mortgage Lending, Financial Structuring, SBA 504, Real Estate, Banking Relationships, Leveraged Finance, Financial Institutions, Real Estate Financing, Forecasting, Commercial Finance, Mergers & Acquisitions, Investments, Due Diligence, Funding
Education
Notre Dame de Namur University 1999 — 2001
MBA, Finance
California State University-Sacramento 1979 — 1982
B. S., Bus Adm (Finance)
San Jose State University
Bridge Bank December 2011 - Present
City National Bank August 2010 - December 2011
Bank Leumi January 2010 - July 2010
Comerica Bank January 1992 - January 2010
Pacific Western Bank 1992 - 1994
Bank of America June 1986 - January 1992
Crocker Bank 1982 - 1986
Skills
Banking, Commercial Lending, Credit, Loans, Financial Analysis, Asset Based Lending, Commercial Banking, Portfolio Management, Small Business Lending, Middle Market, Financial Modeling, Credit Risk, Corporate Finance, Underwriting, Cash Management, Finance, Financial Risk, Private Equity, Treasury Management, Cash Flow Lending, Relationship Management, Factoring, Syndications, SBA, Cash Flow, Commercial Mortgages, Financial Services, Retail Banking, Lines Of Credit, Managerial Finance, Loan Origination, Credit Analysis, Business Development, Risk Management, Strategic Financial..., Private Banking, Mortgage Lending, Financial Structuring, SBA 504, Real Estate, Banking Relationships, Leveraged Finance, Financial Institutions, Real Estate Financing, Forecasting, Commercial Finance, Mergers & Acquisitions, Investments, Due Diligence, Funding
Education
Notre Dame de Namur University 1999 — 2001
MBA, Finance
California State University-Sacramento 1979 — 1982
B. S., Bus Adm (Finance)
San Jose State University
Kristin Gehring Kristin Gehring's Crocker Bank Experience May 1983 - August 1984
Job Administrating with flair
Industry
Experience
Whole Foods Market April 2015 - Present
Scheck & Siress January 2009 - August 2014
Triton College January 2009 - June 2012
The Wednesday Journal September 2000 - August 2008
North Park University September 1991 - June 1997
Hinshaw & Culbertson LLP September 1989 - July 1994
Crocker Bank May 1983 - August 1984
Education
Temple University 1984 — 1987
Master of Fine Arts (M.F.A.), Acting, A
Drama Studio London at Berkeley 1981 — 1982
Certificate in Acting, Acting
Valparaiso University 1972 — 1974
Bachelor of Arts (B.A.), Literature / Drama, Honors
American University 1970 — 1971
Liberal Arts and Sciences/Liberal Studies, A
The Baltimore Theater Project
experimental theater
Whole Foods Market April 2015 - Present
Scheck & Siress January 2009 - August 2014
Triton College January 2009 - June 2012
The Wednesday Journal September 2000 - August 2008
North Park University September 1991 - June 1997
Hinshaw & Culbertson LLP September 1989 - July 1994
Crocker Bank May 1983 - August 1984
Education
Temple University 1984 — 1987
Master of Fine Arts (M.F.A.), Acting, A
Drama Studio London at Berkeley 1981 — 1982
Certificate in Acting, Acting
Valparaiso University 1972 — 1974
Bachelor of Arts (B.A.), Literature / Drama, Honors
American University 1970 — 1971
Liberal Arts and Sciences/Liberal Studies, A
The Baltimore Theater Project
experimental theater
Denise Laugesen Denise Laugesen's Crocker Bank Experience August 1979 - December 1984
Job Executive Sales Consultant at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage, Northern California November 2012 - Present
Coldwell Banker November 2010 - Present
Peninsula League, Hillsborough 2012 - 2014
Cashin Company February 1994 - November 2010
Castilleja Fine Homes January 2004 - December 2008
Cashin Company February 1993 - January 2004
Fox & Carskadon, The Parent Company of Cashin Company December 1988 - February 1991
Crocker Bank August 1979 - December 1984
Skills
Investments, Property, Selling, Home, Property Management, Residential Homes, Sellers, REO, Short Sales, Condos, Investment Properties, Buyers, Negotiation, First Time Home Buyers, Real Estate Transactions, Relocation, Luxury, Investors, 1031 Exchanges, Real Estate Economics, Income Properties, Single Family Homes, Foreclosures, Real Property, SFR, Buyer Representation, Listings, Referrals, New Home Sales, Move Up Buyers, Home Staging, Rentals, Townhomes, Marketing, ABR, Resellers, Seniors, Real Estate Financing, New Homes, Commercial Real Estate, Vacation Homes, Seller Representation, Real Estate, Sales, Contract Negotiation, Relocation Buyers, Marketing Strategy, Business Development
Education
San Francisco State University
BS, Accounting & Finance
Coldwell Banker Residential Brokerage, Northern California November 2012 - Present
Coldwell Banker November 2010 - Present
Peninsula League, Hillsborough 2012 - 2014
Cashin Company February 1994 - November 2010
Castilleja Fine Homes January 2004 - December 2008
Cashin Company February 1993 - January 2004
Fox & Carskadon, The Parent Company of Cashin Company December 1988 - February 1991
Crocker Bank August 1979 - December 1984
Skills
Investments, Property, Selling, Home, Property Management, Residential Homes, Sellers, REO, Short Sales, Condos, Investment Properties, Buyers, Negotiation, First Time Home Buyers, Real Estate Transactions, Relocation, Luxury, Investors, 1031 Exchanges, Real Estate Economics, Income Properties, Single Family Homes, Foreclosures, Real Property, SFR, Buyer Representation, Listings, Referrals, New Home Sales, Move Up Buyers, Home Staging, Rentals, Townhomes, Marketing, ABR, Resellers, Seniors, Real Estate Financing, New Homes, Commercial Real Estate, Vacation Homes, Seller Representation, Real Estate, Sales, Contract Negotiation, Relocation Buyers, Marketing Strategy, Business Development
Education
San Francisco State University
BS, Accounting & Finance
Donald Battjes, Jr Donald Battjes, Jr's Crocker Bank Experience April 1978 - November 1980
Job Operations Consultant
Industry Museums and Institutions
Experience
Donald Battjes Consulting January 2010 - Present
First Congregational Church of Los Angeles June 2008 - June 2013
Los Angeles County Museum of Art October 2009 - January 2010
The Downtown Breakfast Club 1980 - 2010
Los Angeles County Museum of Art November 1997 - September 2009
Parade Street November 1989 - September 1995
Hughes Aircraft Company April 1982 - May 1989
20th Century Fox November 1980 - April 1982
Crocker Bank April 1978 - November 1980
Skills
Museums, Volunteer Management, Art, Fundraising, Project Planning, Non-profits, Grant Writing, Nonprofits, Program Development, Museum Collections, Public Speaking, Community Outreach, Philanthropy, Social Media, History, Curating, Event Planning, Art Exhibitions, Non-profit..., Arts Administration, Research, Fundraisers, Galleries, Event Management, Editing, Cultural Heritage, Public Relations, Art History
Education
Hope College 1964 — 1968
BA
Ecole d'Art Americane Fontainebleau France 1967 — 1967
Graduate
Donald Battjes Consulting January 2010 - Present
First Congregational Church of Los Angeles June 2008 - June 2013
Los Angeles County Museum of Art October 2009 - January 2010
The Downtown Breakfast Club 1980 - 2010
Los Angeles County Museum of Art November 1997 - September 2009
Parade Street November 1989 - September 1995
Hughes Aircraft Company April 1982 - May 1989
20th Century Fox November 1980 - April 1982
Crocker Bank April 1978 - November 1980
Skills
Museums, Volunteer Management, Art, Fundraising, Project Planning, Non-profits, Grant Writing, Nonprofits, Program Development, Museum Collections, Public Speaking, Community Outreach, Philanthropy, Social Media, History, Curating, Event Planning, Art Exhibitions, Non-profit..., Arts Administration, Research, Fundraisers, Galleries, Event Management, Editing, Cultural Heritage, Public Relations, Art History
Education
Hope College 1964 — 1968
BA
Ecole d'Art Americane Fontainebleau France 1967 — 1967
Graduate
Elizabeth Kalb Elizabeth Kalb's Crocker Bank Experience 1981 - 1986
Job Founder and Life Coach at SoulCraft
Industry Mental Health Care
Experience
SoulCraft 2000 - Present
Charles Schwab 1986 - 1991
Crocker Bank 1981 - 1986
Skills
Life Coaching, Counseling, Executive Coaching, Executive Management, Marketing Strategy, Product Marketing, Strategic Planning, Marketing, Product Development, Psychotherapy, Training, Coaching, Counseling Psychology, Psychology, Stress Management
Education
Pacifica Graduate Institute 1998 — 2000
Master of Arts (MA), Depth Psychology
University of California, Berkeley 1977 — 1980
Bachelor of Arts (B.A.), Psychology/Business
SoulCraft 2000 - Present
Charles Schwab 1986 - 1991
Crocker Bank 1981 - 1986
Skills
Life Coaching, Counseling, Executive Coaching, Executive Management, Marketing Strategy, Product Marketing, Strategic Planning, Marketing, Product Development, Psychotherapy, Training, Coaching, Counseling Psychology, Psychology, Stress Management
Education
Pacifica Graduate Institute 1998 — 2000
Master of Arts (MA), Depth Psychology
University of California, Berkeley 1977 — 1980
Bachelor of Arts (B.A.), Psychology/Business
Fred Caparoso's Crocker Bank Experience 1982 - 1983
Job VP Sr Portfolio Banker at Community Bank
Industry Banking
Experience
Citibank 2005 - February 2012
Bank of the West 2003 - 2005
Mahina Entertainment LLC 2002 - 2003
Mizuho Corporate Bank 2001 - 2002
Fuji Bank 1997 - 2001
Dai-Ichi Kangyo Bank 1994 - 1997
Total Pharmaceutical Care Inc. 1987 - 1992
Crocker Bank 1982 - 1983
Crocker Bank 1982 - 1983
Crocker Bank 1982 - 1983
Skills
Banking, Corporate Finance, Structured Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Writing, Credit Risk, Commercial Banking, Treasury Management, Credit Analysis, Building Relationships, Relationship Management, Cross-functional Team..., Contract Negotiation, Underwriting, Strategic Planning, Business Analysis, Credit, Commercial Lending, Start-ups, Portfolio Management, Loans, Risk Management, Management, Small Business Lending
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), Finance, General
University of Hawaii at Manoa
Master of Arts (M.A.), English Language and Literature/Letters
University of Hawaii at Manoa
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of California, Santa Barbara
Political Science and Government
Citibank 2005 - February 2012
Bank of the West 2003 - 2005
Mahina Entertainment LLC 2002 - 2003
Mizuho Corporate Bank 2001 - 2002
Fuji Bank 1997 - 2001
Dai-Ichi Kangyo Bank 1994 - 1997
Total Pharmaceutical Care Inc. 1987 - 1992
Crocker Bank 1982 - 1983
Crocker Bank 1982 - 1983
Crocker Bank 1982 - 1983
Skills
Banking, Corporate Finance, Structured Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Writing, Credit Risk, Commercial Banking, Treasury Management, Credit Analysis, Building Relationships, Relationship Management, Cross-functional Team..., Contract Negotiation, Underwriting, Strategic Planning, Business Analysis, Credit, Commercial Lending, Start-ups, Portfolio Management, Loans, Risk Management, Management, Small Business Lending
Education
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), Finance, General
University of Hawaii at Manoa
Master of Arts (M.A.), English Language and Literature/Letters
University of Hawaii at Manoa
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of California, Santa Barbara
Political Science and Government
Margaret (Clapp) Mason Margaret (Clapp) Mason's Crocker Bank Experience 1980 - 1981
Job Independent Editing Professional
Industry Writing and Editing
Experience
Juarez & Associates Inc July 2012 - Present
Margaret Mason 1983 - 2011
W.H. Freeman & Company 1981 - 1982
Crocker Bank 1980 - 1981
Juarez & Associates Inc 1974 - 1978
Random House 1971 - 1974
Alfred A. Knopf, publisher 1969 - 1971
Skills
Editing, Microsoft Office, Accounting, Research, Writing, Volunteering
Education
UCLA Anderson School of Management 1978 — 1980
MBA, finance and marketing
Barnard College 1967 — 1969
Bachelor of Arts (B.A.), English
Radcliffe College 1965 — 1967
Social Relations
Juarez & Associates Inc July 2012 - Present
Margaret Mason 1983 - 2011
W.H. Freeman & Company 1981 - 1982
Crocker Bank 1980 - 1981
Juarez & Associates Inc 1974 - 1978
Random House 1971 - 1974
Alfred A. Knopf, publisher 1969 - 1971
Skills
Editing, Microsoft Office, Accounting, Research, Writing, Volunteering
Education
UCLA Anderson School of Management 1978 — 1980
MBA, finance and marketing
Barnard College 1967 — 1969
Bachelor of Arts (B.A.), English
Radcliffe College 1965 — 1967
Social Relations
Althea Collard Althea Collard's Crocker Bank Experience 1975 - 1980
Job Accounting Professional
Industry Oil & Energy
Experience
Rainbow Transport Tank Cleaners July 2013 - Present
Classic Concepts August 2012 - November 2012
IESCO LLC 2004 - 2012
J.A.M. INDUSTRIES, INC. 1990 - 2002
NATIONAL WHOLESALE 1989 - 1990
WESTLAND HEATING & AIR CONDITIONING 1986 - 1989
E.L. PAYNE HEATING & AIR CONDITIONING 1980 - 1986
CROCKER BANK 1975 - 1980
Skills
Accounting, Accounts Payable, Accounts Receivable, General Ledger, Payroll, Financial Reporting, Payroll Taxes, Human Resources, Collections, FoxPro, Microsoft Excel, Microsoft Word, Sage Timberline Office, Mas 90, Access, Job Costing, Expenses, PowerPoint, Customer Service, Microsoft Office, Revenue Recognition, Software Documentation, Journal Entries, Training, Preparation, Banking, Fixed Assets, Management, Internal Audit, Internal Controls, Cash Management, Finance, Variance Analysis, Cash Flow Forecasting, Cash Receipts, GAAP, Budgets, Payments, Bookkeeping, Cash, Analysis, Cash Flow, Balance, Data Entry, Bank Reconciliation, Financial Statements, Auditing, Accruals, Account Reconciliation, Invoicing
Education
California Lutheran University 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government
University of West Los Angeles School of Law
Rainbow Transport Tank Cleaners July 2013 - Present
Classic Concepts August 2012 - November 2012
IESCO LLC 2004 - 2012
J.A.M. INDUSTRIES, INC. 1990 - 2002
NATIONAL WHOLESALE 1989 - 1990
WESTLAND HEATING & AIR CONDITIONING 1986 - 1989
E.L. PAYNE HEATING & AIR CONDITIONING 1980 - 1986
CROCKER BANK 1975 - 1980
Skills
Accounting, Accounts Payable, Accounts Receivable, General Ledger, Payroll, Financial Reporting, Payroll Taxes, Human Resources, Collections, FoxPro, Microsoft Excel, Microsoft Word, Sage Timberline Office, Mas 90, Access, Job Costing, Expenses, PowerPoint, Customer Service, Microsoft Office, Revenue Recognition, Software Documentation, Journal Entries, Training, Preparation, Banking, Fixed Assets, Management, Internal Audit, Internal Controls, Cash Management, Finance, Variance Analysis, Cash Flow Forecasting, Cash Receipts, GAAP, Budgets, Payments, Bookkeeping, Cash, Analysis, Cash Flow, Balance, Data Entry, Bank Reconciliation, Financial Statements, Auditing, Accruals, Account Reconciliation, Invoicing
Education
California Lutheran University 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government
University of West Los Angeles School of Law
Alena Soldatova Alena Soldatova's Crocker Bank Experience 1976 - 1986
Job Sales, Marketing and Financial Professional
Industry Financial Services
Experience
Argus Aviation, Inc. June 1996 - Present
Blenheim Aviation Inc. 1989 - 1996
Crocker Bank 1976 - 1986
Skills
Capital Markets, Asset Managment, Asset Management, Portfolio Management, Real Estate, Structured Finance, Management, Commercial Real Estate, Mergers & Acquisitions, Commercial Aviation, Loans, Trading, Business Strategy, Aviation
Education
UCLA Anderson School of Management
MBA, Finance/Marketing
University of California, Los Angeles
BA
Argus Aviation, Inc. June 1996 - Present
Blenheim Aviation Inc. 1989 - 1996
Crocker Bank 1976 - 1986
Skills
Capital Markets, Asset Managment, Asset Management, Portfolio Management, Real Estate, Structured Finance, Management, Commercial Real Estate, Mergers & Acquisitions, Commercial Aviation, Loans, Trading, Business Strategy, Aviation
Education
UCLA Anderson School of Management
MBA, Finance/Marketing
University of California, Los Angeles
BA
Vicki Unger Vicki Unger's Crocker Bank Experience July 1985 - November 1986
Job
Industry Computer Software
Experience
ADP June 2010 - Present
Diversified Personnel July 2003 - March 2010
Technical Integrated Solutions January 1995 - December 2003
Mervyn's January 1993 - December 1994
Luciani and Schlatter January 1988 - December 1992
Crocker Bank July 1985 - November 1986
Bank of America January 1984 - July 1985
Skills
Employee Relations, Benefits Administration, Selling, Talent Management, Human Resources, Sourcing, Performance Management, Interviews, Training, Management, Employee Benefits, Strategy, Sales, Technical Recruiting, Business Development, Account Management, Leadership, Salesforce.com
Education
University of California, Berkeley
B.S, Economics
ADP June 2010 - Present
Diversified Personnel July 2003 - March 2010
Technical Integrated Solutions January 1995 - December 2003
Mervyn's January 1993 - December 1994
Luciani and Schlatter January 1988 - December 1992
Crocker Bank July 1985 - November 1986
Bank of America January 1984 - July 1985
Skills
Employee Relations, Benefits Administration, Selling, Talent Management, Human Resources, Sourcing, Performance Management, Interviews, Training, Management, Employee Benefits, Strategy, Sales, Technical Recruiting, Business Development, Account Management, Leadership, Salesforce.com
Education
University of California, Berkeley
B.S, Economics
Richard Norkin Richard Norkin's Crocker Bank Experience August 1979 - August 1981
Job Helping clients make good financial decisions and maximize Social Security Benefits.
Industry Financial Services
Experience
Western International Securities, Inc. July 2009 - Present
TransWorld Bank August 1981 - May 1997
Crocker Bank August 1979 - August 1981
Skills
Financial Services, Insurance, Investment Advisory, Strategic Financial..., Alternative Investments, Sales, Equities, Securities, Wealth Management..., Investments, Retirement Planning, Wealth Management, ETFs, Loans, IRAs, Small Business, Management, 401k, Portfolio Management, Series 63, Strategic Planning, Investment Strategies, Series 65, Fixed Annuities, Banking, Asset Management, Series 7, Retirement, Financial Advisory, Pensions, Marketing, Investment Management, Mutual Funds, Asset Allocation, Employee Benefits, Financial Planning
Education
California State University-Northridge 1966 — 1971
BS, Finance
Western International Securities, Inc. July 2009 - Present
TransWorld Bank August 1981 - May 1997
Crocker Bank August 1979 - August 1981
Skills
Financial Services, Insurance, Investment Advisory, Strategic Financial..., Alternative Investments, Sales, Equities, Securities, Wealth Management..., Investments, Retirement Planning, Wealth Management, ETFs, Loans, IRAs, Small Business, Management, 401k, Portfolio Management, Series 63, Strategic Planning, Investment Strategies, Series 65, Fixed Annuities, Banking, Asset Management, Series 7, Retirement, Financial Advisory, Pensions, Marketing, Investment Management, Mutual Funds, Asset Allocation, Employee Benefits, Financial Planning
Education
California State University-Northridge 1966 — 1971
BS, Finance
John de Luna's Crocker Bank Experience 1979 - 1986
Job President & CEO, De Luna Partners
Industry Venture Capital & Private Equity
Experience
Penserra Securities LLC October 2011 - Present
Penserra Securities LLC October 2011 - Present
De Luna Partners 2002 - Present
State Street Research & Management, now Blackrock 2000 - 2002
State Street Global Advisors (SSgA) 1998 - 2000
Scudder, Stevens & Clark 1990 - 1998
Irving Trust 1987 - 1989
Crocker Bank 1979 - 1986
Skills
Private Equity Firms, Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Private Equity, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Fund Of Funds, Investment Strategies, Venture Capital, Investment Management, Mutual Funds, Portfolio Management, Investor Relations, Fixed Income, Emerging Markets, Series 63, Series 7, Equity Research, ETFs, Valuation
Education
Santa Clara University School of Law 1976 — 1979
JD, Law
Santa Clara University 1972 — 1976
BS, Psychology
Penserra Securities LLC October 2011 - Present
Penserra Securities LLC October 2011 - Present
De Luna Partners 2002 - Present
State Street Research & Management, now Blackrock 2000 - 2002
State Street Global Advisors (SSgA) 1998 - 2000
Scudder, Stevens & Clark 1990 - 1998
Irving Trust 1987 - 1989
Crocker Bank 1979 - 1986
Skills
Private Equity Firms, Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Private Equity, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Fund Of Funds, Investment Strategies, Venture Capital, Investment Management, Mutual Funds, Portfolio Management, Investor Relations, Fixed Income, Emerging Markets, Series 63, Series 7, Equity Research, ETFs, Valuation
Education
Santa Clara University School of Law 1976 — 1979
JD, Law
Santa Clara University 1972 — 1976
BS, Psychology
Chet Hutchinson Chet Hutchinson's Crocker Bank Experience 1975 - 1978
Job CEO & Sr. Partner, Human Resource Business Partners
Industry Wine and Spirits
Experience
Human Resource Business Partners November 2006 - Present
Human Resources Business Partners, Inc 2000 - 2014
Constellation Wines US March 2006 - November 2006
Icon Estates Wine Company April 2002 - March 2006
Diageo Chateau & Estates Wine Co 2000 - 2004
Seagram 1978 - 2002
Crocker Bank 1975 - 1978
Skills
Management, Leadership, Negotiation, Marketing, Sales, Wine, Budgets, Strategic Planning, Marketing Strategy, Alcoholic Beverages, Wine Tasting, Brand Management, Team Building, Business Strategy, Recruiting, Beer, Sales Management, Talent Management, Coaching, Mergers, Employee Relations, Cross-functional Team..., Human Resources, Succession Planning, Public Relations, Brand Development, Key Account Development, Employee Benefits, Market Planning, Winemaking, Pricing Strategy, Income Statement, Mergers & Acquisitions, Food, Pricing, Beverage Industry, Strategy, Executive Coaching, Trade Marketing, Distributors, Change Management, Consumer Products, P&L, P&L Management, Retail, Forecasting, Business Acumen, Purchasing, Employer Engagement, Budgeting
Education
Santa Clara University 1968 — 1972
BS
Loyola University, Rome, Italy Campus 1970 — 1971
Exchange Student
Santa Clara University 1968 — 1972
University of Phoenix 2000 — 2002
MA
Human Resource Business Partners November 2006 - Present
Human Resources Business Partners, Inc 2000 - 2014
Constellation Wines US March 2006 - November 2006
Icon Estates Wine Company April 2002 - March 2006
Diageo Chateau & Estates Wine Co 2000 - 2004
Seagram 1978 - 2002
Crocker Bank 1975 - 1978
Skills
Management, Leadership, Negotiation, Marketing, Sales, Wine, Budgets, Strategic Planning, Marketing Strategy, Alcoholic Beverages, Wine Tasting, Brand Management, Team Building, Business Strategy, Recruiting, Beer, Sales Management, Talent Management, Coaching, Mergers, Employee Relations, Cross-functional Team..., Human Resources, Succession Planning, Public Relations, Brand Development, Key Account Development, Employee Benefits, Market Planning, Winemaking, Pricing Strategy, Income Statement, Mergers & Acquisitions, Food, Pricing, Beverage Industry, Strategy, Executive Coaching, Trade Marketing, Distributors, Change Management, Consumer Products, P&L, P&L Management, Retail, Forecasting, Business Acumen, Purchasing, Employer Engagement, Budgeting
Education
Santa Clara University 1968 — 1972
BS
Loyola University, Rome, Italy Campus 1970 — 1971
Exchange Student
Santa Clara University 1968 — 1972
University of Phoenix 2000 — 2002
MA
Michael Gibbons's Crocker Bank Experience 1983 - 1985
Job President / Chief Executive Officer at Fairmont Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Harvard University Advanced Leadership Initiative January 2015 - Present
Fairmont Capital, Inc. January 1995 - Present
Stampede Meat, Inc. March 2007 - Present
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) 2004 - 2005
Shari's Corporation 1999 - 2005
Expressions Furniture, Inc. 1995 - 1997
Krause's Furniture, Inc. 1986 - 1995
Insurance Auto Auctions 1990 - 1992
Equivest Partners, Inc 1985 - 1991
Crocker Bank 1983 - 1985
Skills
Executive Management, Strategic Planning, Motivation, Consulting, Finance, Mountaineering, Private Equity, Mergers & Acquisitions, Marketing Strategy, Leadership, Turnaround Experience, Management Consulting, Entrepreneurship, Adventure, Negotiation, Nonprofits, Christian Education, Restaurants, Food Processing, Consumer Products, Management, Restructuring, Venture Capital
Education
Stanford University Graduate School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Harvard College 1974 — 1978
AB, Economics
Harvard University Advanced Leadership Initiative January 2015 - Present
Fairmont Capital, Inc. January 1995 - Present
Stampede Meat, Inc. March 2007 - Present
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) 2004 - 2005
Shari's Corporation 1999 - 2005
Expressions Furniture, Inc. 1995 - 1997
Krause's Furniture, Inc. 1986 - 1995
Insurance Auto Auctions 1990 - 1992
Equivest Partners, Inc 1985 - 1991
Crocker Bank 1983 - 1985
Skills
Executive Management, Strategic Planning, Motivation, Consulting, Finance, Mountaineering, Private Equity, Mergers & Acquisitions, Marketing Strategy, Leadership, Turnaround Experience, Management Consulting, Entrepreneurship, Adventure, Negotiation, Nonprofits, Christian Education, Restaurants, Food Processing, Consumer Products, Management, Restructuring, Venture Capital
Education
Stanford University Graduate School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Harvard College 1974 — 1978
AB, Economics
Loring Guessous Loring Guessous's Crocker Bank Experience 1983 - 1986
Job Principal at Self Employed
Industry Entertainment
Experience
Self Employed 2008 - Present
ING Capital, LLC 1991 - 2008
Deutsche Bank (frmly Bankers Trust Company) 1987 - 1991
Crocker Bank 1983 - 1986
Dun & Bradstreet 1977 - 1980
Skills
Mergers, Strategic Planning, Marketing Strategy, Business Strategy, Start-ups, Financial Analysis, New Business Development, Mergers & Acquisitions, Financial Modeling, Due Diligence, Structured Finance, Film Finance, Corporate Finance, Valuation, Financial Analysis &..., Debt & Equity Financing, Investment Banking, Capital Markets, Media, Entertainment &..., Film & TV Production, Venture Capital, Executive Management, Customer Relationship..., Legal Documents, Finance, Investments, Entertainment, Entrepreneurship
Education
USC Marshall School of Business 1981 — 1983
MBA, Finance
Stanford University 1974 — 1977
BA, Economics
Self Employed 2008 - Present
ING Capital, LLC 1991 - 2008
Deutsche Bank (frmly Bankers Trust Company) 1987 - 1991
Crocker Bank 1983 - 1986
Dun & Bradstreet 1977 - 1980
Skills
Mergers, Strategic Planning, Marketing Strategy, Business Strategy, Start-ups, Financial Analysis, New Business Development, Mergers & Acquisitions, Financial Modeling, Due Diligence, Structured Finance, Film Finance, Corporate Finance, Valuation, Financial Analysis &..., Debt & Equity Financing, Investment Banking, Capital Markets, Media, Entertainment &..., Film & TV Production, Venture Capital, Executive Management, Customer Relationship..., Legal Documents, Finance, Investments, Entertainment, Entrepreneurship
Education
USC Marshall School of Business 1981 — 1983
MBA, Finance
Stanford University 1974 — 1977
BA, Economics
Kent Simmons Kent Simmons's Crocker Bank Experience January 1982 - January 1985
Job Senior Conference Director at Cambridge Healthtech Institute
Industry Pharmaceuticals
Experience
Cambridge Healthtech Institute October 2012 - Present
Freeport Coffee Roasting 2008 - Present
IBC Life Sciences 2001 - 2012
Center for Business Intelligence 2001 - 2002
MIT's Technology Review Magazine 2000 - 2001
Intertech USA 1997 - 2000
Grammy Awards 1994 - 1997
Bill Graham Presents 1985 - 1994
Crocker Bank January 1982 - January 1985
Skills
Biotechnology, Life Sciences, Pharmaceuticals, Vaccines, Coffee, Music Industry, Trail Advovacy, Event Production, Project Management, Event Planning, Pharmaceutical Industry, Lifesciences, Program Management, Public Relations, Market Research, Business Development, Marketing Strategy, Marketing, Social Media, Strategy, Drug Discovery, Research, Market Analysis, Writing, Management, Biopharmaceuticals, Sales, Strategic Partnerships, Technology Transfer, Event Management, Product Development, Marketing Communications, Email Marketing, Marketing Management, Trade Shows, New Business Development, B2B, Lead Generation, Sponsorship, Clinical Development, Social Media Marketing, Online Marketing, Product Launch, Direct Marketing
Education
San Francisco State University 1979 — 1981
B.S., Business
Sonoma State University 1976 — 1979
Cambridge Healthtech Institute October 2012 - Present
Freeport Coffee Roasting 2008 - Present
IBC Life Sciences 2001 - 2012
Center for Business Intelligence 2001 - 2002
MIT's Technology Review Magazine 2000 - 2001
Intertech USA 1997 - 2000
Grammy Awards 1994 - 1997
Bill Graham Presents 1985 - 1994
Crocker Bank January 1982 - January 1985
Skills
Biotechnology, Life Sciences, Pharmaceuticals, Vaccines, Coffee, Music Industry, Trail Advovacy, Event Production, Project Management, Event Planning, Pharmaceutical Industry, Lifesciences, Program Management, Public Relations, Market Research, Business Development, Marketing Strategy, Marketing, Social Media, Strategy, Drug Discovery, Research, Market Analysis, Writing, Management, Biopharmaceuticals, Sales, Strategic Partnerships, Technology Transfer, Event Management, Product Development, Marketing Communications, Email Marketing, Marketing Management, Trade Shows, New Business Development, B2B, Lead Generation, Sponsorship, Clinical Development, Social Media Marketing, Online Marketing, Product Launch, Direct Marketing
Education
San Francisco State University 1979 — 1981
B.S., Business
Sonoma State University 1976 — 1979
Bruce Good Bruce Good's Crocker Bank Experience 1976 - May 1986
Job Owner, Auto Solutions
Industry Automotive
Experience
Auto Solutions May 1986 - Present
Crocker Bank 1976 - May 1986
First National Bank Of Chicago 1968 - 1976
Skills
Automotive Repair, Financial Accounting, Direct Sales, Automobile, Profitability, Small Business, P&L, Automotive, Profit, Income Statement, Accounting, Vehicles, Customer Satisfaction, Purchasing, Inventory Management, Committed to..., Start-ups, Business Planning, Leadership, Strategic Planning, Coaching, New Business Development, Management, Marketing, Marketing Strategy, Training, Parts
Education
Loyola University of Chicago 1966 — 1974
Bachelor Business Administration, Accounting
St George's
Auto Solutions May 1986 - Present
Crocker Bank 1976 - May 1986
First National Bank Of Chicago 1968 - 1976
Skills
Automotive Repair, Financial Accounting, Direct Sales, Automobile, Profitability, Small Business, P&L, Automotive, Profit, Income Statement, Accounting, Vehicles, Customer Satisfaction, Purchasing, Inventory Management, Committed to..., Start-ups, Business Planning, Leadership, Strategic Planning, Coaching, New Business Development, Management, Marketing, Marketing Strategy, Training, Parts
Education
Loyola University of Chicago 1966 — 1974
Bachelor Business Administration, Accounting
St George's
Vince Narez Vince Narez's Crocker Bank Experience January 1973 - October 1979
Job Retired factoring professional
Industry Financial Services
Experience
Foundation Specialty Financing Fund LLC August 2011 - Present
Bay View Funding June 2002 - October 2014
Concord Growth Corporation 1995 - 1999
Riviera Finance October 1979 - January 1995
Crocker Bank January 1973 - October 1979
Skills
Factoring, Mezzanine, Mergers, Entrepreneur, Acquisition Integration, Asset Based Lending, Accounts Receivable, Small Business Lending, Cash Flow, Underwriting, Portfolio Management, Finance, Loans, Funding, Entrepreneurship, Credit, Working Capital..., Small Business, Risk Management, Mergers & Acquisitions, Commercial Finance, Capital, Due Diligence, Commercial Lending, Lines Of Credit, Credit Analysis, Financial Analysis, Credit Risk, Leveraged Finance, Financial Risk, Financial Structuring, Private Equity, Executive Management, Management, Middle Market, Financial Services, Investment Banking
Education
San Jose State University 1973 — 1978
Bachelor’s Degree, Economics
Foundation Specialty Financing Fund LLC August 2011 - Present
Bay View Funding June 2002 - October 2014
Concord Growth Corporation 1995 - 1999
Riviera Finance October 1979 - January 1995
Crocker Bank January 1973 - October 1979
Skills
Factoring, Mezzanine, Mergers, Entrepreneur, Acquisition Integration, Asset Based Lending, Accounts Receivable, Small Business Lending, Cash Flow, Underwriting, Portfolio Management, Finance, Loans, Funding, Entrepreneurship, Credit, Working Capital..., Small Business, Risk Management, Mergers & Acquisitions, Commercial Finance, Capital, Due Diligence, Commercial Lending, Lines Of Credit, Credit Analysis, Financial Analysis, Credit Risk, Leveraged Finance, Financial Risk, Financial Structuring, Private Equity, Executive Management, Management, Middle Market, Financial Services, Investment Banking
Education
San Jose State University 1973 — 1978
Bachelor’s Degree, Economics
Elaine Cramer Elaine Cramer's Crocker Bank Experience September 1979 - October 1986
Job Private Banker at Union Bank
Industry Banking
Experience
Union Bank June 2013 - Present
Union Bank July 2011 - Present
Tamalpais Bank Purchased by Union Bank January 2008 - January 2010
Mill Valley Business Advisory Board 2009 - 2010
Mill Valley Chamber of Commerce 2000 - 2010
Westamerica Bank September 1996 - April 2008
Wells Fargo Bank November 1986 - August 1996
Crocker Bank September 1979 - October 1986
Skills
Mortgage Lending, Portfolio Management, Finance, Commercial Lending, Cross Selling, Small Business Lending, Lines Of Credit, Private Banking, Commercial Banking, Credit Analysis, Cash Management, Investments, Leadership, Management, Retail Banking, Customer Service, Financial Services, Risk Management, Executive Management, Consumer Lending, Relationship Management, Underwriting, Wealth Management, Deposits, Loan Origination, Mutual Funds, Commercial Mortgages, Refinance, Credit Risk, Branch Management, CRM, Asset Based Lending, Mortgage Banking, Residential Mortgages, Financial Analysis, Credit, Loans, Banking, Treasury Management, SBA, Business Relationship..., Credit Cards
Education
Cannon Financial Training 2012 — 2013
Certificate in Wealth Management.
City College of San Francisco 1979 — 1982
Business Administration
Brooklyn College 1975 — 1977
Psychology
Union Bank June 2013 - Present
Union Bank July 2011 - Present
Tamalpais Bank Purchased by Union Bank January 2008 - January 2010
Mill Valley Business Advisory Board 2009 - 2010
Mill Valley Chamber of Commerce 2000 - 2010
Westamerica Bank September 1996 - April 2008
Wells Fargo Bank November 1986 - August 1996
Crocker Bank September 1979 - October 1986
Skills
Mortgage Lending, Portfolio Management, Finance, Commercial Lending, Cross Selling, Small Business Lending, Lines Of Credit, Private Banking, Commercial Banking, Credit Analysis, Cash Management, Investments, Leadership, Management, Retail Banking, Customer Service, Financial Services, Risk Management, Executive Management, Consumer Lending, Relationship Management, Underwriting, Wealth Management, Deposits, Loan Origination, Mutual Funds, Commercial Mortgages, Refinance, Credit Risk, Branch Management, CRM, Asset Based Lending, Mortgage Banking, Residential Mortgages, Financial Analysis, Credit, Loans, Banking, Treasury Management, SBA, Business Relationship..., Credit Cards
Education
Cannon Financial Training 2012 — 2013
Certificate in Wealth Management.
City College of San Francisco 1979 — 1982
Business Administration
Brooklyn College 1975 — 1977
Psychology
Robert L. (Robert Ericksen) Ericksen Robert L. (Robert Ericksen) Ericksen's Crocker Bank Experience September 1990 - May 1993
Job Advisor
Industry Financial Services
Experience
Entrepreneur Advisory April 2012 - Present
Craven Community College November 2003 - April 2012
Crocker Bank September 1990 - May 1993
Senior Vice President - Becker Paribas Global Finance September 1983 - September 1987
JPMorgan Chase January 1972 - August 1982
Skills
Strategic Planning, New Business Development, Business Strategy, Customer Service, Team Building, Financial Analysis, Sales Management, Marketing Strategy, Project Management, Management, Marketing, Business Development, Sales, Leadership, Public Speaking, Budgets
Education
New York University 1974 — 1976
Master of Business Administration (MBA), Accounting and Finance
Columbia University in the City of New York 1973 — 1974
Certified, Business Administration and Management, General
Entrepreneur Advisory April 2012 - Present
Craven Community College November 2003 - April 2012
Crocker Bank September 1990 - May 1993
Senior Vice President - Becker Paribas Global Finance September 1983 - September 1987
JPMorgan Chase January 1972 - August 1982
Skills
Strategic Planning, New Business Development, Business Strategy, Customer Service, Team Building, Financial Analysis, Sales Management, Marketing Strategy, Project Management, Management, Marketing, Business Development, Sales, Leadership, Public Speaking, Budgets
Education
New York University 1974 — 1976
Master of Business Administration (MBA), Accounting and Finance
Columbia University in the City of New York 1973 — 1974
Certified, Business Administration and Management, General
Jeff French Jeff French's Crocker Bank Experience 1981 - 1986
Job Head of Large Corporate Banking West Coast at HSBC
Industry Financial Services
Experience
HSBC April 2013 - Present
Pacific Edge Billing Companies October 2008 - December 2014
Citi October 2011 - 2013
Bank of the West December 2010 - October 2011
Pacific Edge Advisors October 2008 - October 2009
TriplePoint Capital March 2008 - October 2008
NewStar Financial May 2006 - February 2008
GE Commercial Finance May 2000 - May 2006
ABN AMRO May 1987 - May 2000
Crocker Bank 1981 - 1986
Skills
Series 79 - Investment..., Series 63
Education
Saint Mary's College of California 1990 — 1992
MBA, Finance
California State University-Sacramento 1978 — 1981
BS, Human Resource Management - Labor Relations
Sonoma Valley High School 1972 — 1976
HSBC April 2013 - Present
Pacific Edge Billing Companies October 2008 - December 2014
Citi October 2011 - 2013
Bank of the West December 2010 - October 2011
Pacific Edge Advisors October 2008 - October 2009
TriplePoint Capital March 2008 - October 2008
NewStar Financial May 2006 - February 2008
GE Commercial Finance May 2000 - May 2006
ABN AMRO May 1987 - May 2000
Crocker Bank 1981 - 1986
Skills
Series 79 - Investment..., Series 63
Education
Saint Mary's College of California 1990 — 1992
MBA, Finance
California State University-Sacramento 1978 — 1981
BS, Human Resource Management - Labor Relations
Sonoma Valley High School 1972 — 1976
Kathy Jakel Kathy Jakel's Crocker Bank Experience 1981 - 1985
Job Program/Project Management and Board/Council Member at various nonprofits
Industry Nonprofit Organization Management
Experience
Volunteer at various non-profits January 2011 - Present
Various Non-Profits 2011 - Present
First Data Corporation 1995 - 2010
Wells Fargo Bank 1981 - 1995
Crocker Bank 1981 - 1985
Skills
Payment Card Processing, Electronic Payments, Program Management, Leadership, Management, Team Leadership, Business Analysis, Credit Cards, E-commerce, Strategic Partnerships, Payments, Debit Cards, Strategy, Budgets, Vendor Management, SDLC, Mobile Payments, Project Management, Product Management, Executive Management, Financial Services, Project Portfolio..., Risk Management, Call Centers
Education
San Jose State University
Masters, Business Administration
San Jose State University
B.A., Advertising
Volunteer at various non-profits January 2011 - Present
Various Non-Profits 2011 - Present
First Data Corporation 1995 - 2010
Wells Fargo Bank 1981 - 1995
Crocker Bank 1981 - 1985
Skills
Payment Card Processing, Electronic Payments, Program Management, Leadership, Management, Team Leadership, Business Analysis, Credit Cards, E-commerce, Strategic Partnerships, Payments, Debit Cards, Strategy, Budgets, Vendor Management, SDLC, Mobile Payments, Project Management, Product Management, Executive Management, Financial Services, Project Portfolio..., Risk Management, Call Centers
Education
San Jose State University
Masters, Business Administration
San Jose State University
B.A., Advertising
Helen Vollmer Helen Vollmer's Crocker Bank Experience 1974 - 1986
Job Senior Vice President at UBS
Industry Investment Management
Experience
UBS December 2012 - Present
Morgan Stanley Wealth Management August 2007 - November 2012
Credit Suisse November 2000 - August 2007
Donaldson, Lufkin & Jenrette October 1998 - November 2000
Furman Selz, LLC April 1996 - October 1998
Citibank June 1989 - April 1996
Wells Fargo Bank 1986 - 1989
Crocker Bank 1974 - 1986
Education
Mills College 1971 — 1974
Bachelor of Arts
UBS December 2012 - Present
Morgan Stanley Wealth Management August 2007 - November 2012
Credit Suisse November 2000 - August 2007
Donaldson, Lufkin & Jenrette October 1998 - November 2000
Furman Selz, LLC April 1996 - October 1998
Citibank June 1989 - April 1996
Wells Fargo Bank 1986 - 1989
Crocker Bank 1974 - 1986
Education
Mills College 1971 — 1974
Bachelor of Arts
Fred Fisher Fred Fisher's Crocker Bank Experience December 1983 - March 1986
Job President, Latin Accents Inc, Manufacturer/Importer/Distributor of Artisan Porcelain Talavera Tile
Industry Wholesale
Experience
Latin Accents Inc January 2000 - Present
PeopleSoft January 1997 - May 2002
S.C.T January 1995 - December 1996
Centre de Innovacio i Desenvolupament Empresarial September 1988 - January 1991
Crocker Bank December 1983 - March 1986
Skills
Spanish, Catalan, French, Multilingual, German
Education
IESE Business School 1986 — 1988
MBA, Business
Yale Divinity School 1982 — 1984
MAR, Religion
University of California, Los Angeles 1978 — 1981
BA, Economics, Political Science
Latin Accents Inc January 2000 - Present
PeopleSoft January 1997 - May 2002
S.C.T January 1995 - December 1996
Centre de Innovacio i Desenvolupament Empresarial September 1988 - January 1991
Crocker Bank December 1983 - March 1986
Skills
Spanish, Catalan, French, Multilingual, German
Education
IESE Business School 1986 — 1988
MBA, Business
Yale Divinity School 1982 — 1984
MAR, Religion
University of California, Los Angeles 1978 — 1981
BA, Economics, Political Science
Victoria Guillot, ISRD, CSS/CRS Victoria Guillot, ISRD, CSS/CRS's Crocker Bank Experience 1982 - 1986
Job Professional Home Staging and Interior ReDesign
Industry Financial Services
Experience
The Stage Coach 2006 - Present
Stage Coach Funding 2012 - 2014
Citi January 1991 - January 1998
Financial Transaction Corp. July 1988 - December 1990
Wells Fargo 1986 - 1988
Crocker Bank 1982 - 1986
Granite Home Loans 1980 - 1982
Pacific Plan of California 1977 - 1980
Skills
Real Estate, Loans, Small Business, Mortgage Lending, New Business Development, Investment Properties, Financial Analysis, Credit Analysis, Credit, Negotiation, Risk Management, Banking, Leases, Investments, Property Management, Private Equity, Due Diligence
Education
Santa Clara University 1973 — 1977
BA, Spanish and Linguistics
The Stage Coach 2006 - Present
Stage Coach Funding 2012 - 2014
Citi January 1991 - January 1998
Financial Transaction Corp. July 1988 - December 1990
Wells Fargo 1986 - 1988
Crocker Bank 1982 - 1986
Granite Home Loans 1980 - 1982
Pacific Plan of California 1977 - 1980
Skills
Real Estate, Loans, Small Business, Mortgage Lending, New Business Development, Investment Properties, Financial Analysis, Credit Analysis, Credit, Negotiation, Risk Management, Banking, Leases, Investments, Property Management, Private Equity, Due Diligence
Education
Santa Clara University 1973 — 1977
BA, Spanish and Linguistics
Doug Monroe Doug Monroe's Crocker Bank Experience 1982 - 1984
Job Executive Coach, Leadership Development, Executive Team Assessment and Coaching, HR Consulting and Coaching
Industry Professional Training & Coaching
Experience
Monroe Consulting Group September 2005 - Present
JPMorgan Chase March 1983 - September 2004
Chase Bank of Texas 1998 - 2004
Crocker Bank 1982 - 1984
American Bankers Association 1976 - 1982
Skills
Employee Relations, Performance Management, Executive Coaching, Compensation, Talent Management, Succession Planning, Leadership Development, Organizational..., Team Building, Talent Acquisition, Business Strategy, Management Consulting, Deferred Compensation, Recruiting, Personnel Management, SuperPerformance..., Human Resources, Leadership, Management, Training, Change Management, Coaching, Emotional Intelligence, Executive Management
Education
Georgetown University 1972 — 1977
PhD, History
B.A. Middlebury College
Pelham Memorial High School
Monroe Consulting Group September 2005 - Present
JPMorgan Chase March 1983 - September 2004
Chase Bank of Texas 1998 - 2004
Crocker Bank 1982 - 1984
American Bankers Association 1976 - 1982
Skills
Employee Relations, Performance Management, Executive Coaching, Compensation, Talent Management, Succession Planning, Leadership Development, Organizational..., Team Building, Talent Acquisition, Business Strategy, Management Consulting, Deferred Compensation, Recruiting, Personnel Management, SuperPerformance..., Human Resources, Leadership, Management, Training, Change Management, Coaching, Emotional Intelligence, Executive Management
Education
Georgetown University 1972 — 1977
PhD, History
B.A. Middlebury College
Pelham Memorial High School
Daniel Cueto Daniel Cueto's Crocker Bank Experience August 1980 - August 1981
Job Owner at Cueto.com
Industry Accounting
Experience
Cueto.com 2009 - Present
Safeway April 2000 - September 2010
Restaurant Owner 1996 - 1998
Baxter Corporation 1982 - 1984
Crocker Bank August 1980 - August 1981
Nowell's Publications 1974 - 1977
Skills
QuickBooks, Accounting for Materials, Financial Accounting, Cost Accounting, Accounts Payable, Accounts Receivable, Payroll, Inventory Management, Credit Bureau, Budgets, Banking Management, Time Management, Problem Solving, Small Business, Account Management, Entrepreneurship, Online Marketing, Business, Social Networking, Start-ups, Retail, Social Media Marketing, Marketing, Affiliate Marketing, Language Teaching, Management, Accounting
Education
College of San Mateo 1977 — 1979
Accounting
Institute Of Commerce
High School, Imports and Exports
Sequoia High School
Basic High School Staff
The Anza college
Real Estate
Cueto.com 2009 - Present
Safeway April 2000 - September 2010
Restaurant Owner 1996 - 1998
Baxter Corporation 1982 - 1984
Crocker Bank August 1980 - August 1981
Nowell's Publications 1974 - 1977
Skills
QuickBooks, Accounting for Materials, Financial Accounting, Cost Accounting, Accounts Payable, Accounts Receivable, Payroll, Inventory Management, Credit Bureau, Budgets, Banking Management, Time Management, Problem Solving, Small Business, Account Management, Entrepreneurship, Online Marketing, Business, Social Networking, Start-ups, Retail, Social Media Marketing, Marketing, Affiliate Marketing, Language Teaching, Management, Accounting
Education
College of San Mateo 1977 — 1979
Accounting
Institute Of Commerce
High School, Imports and Exports
Sequoia High School
Basic High School Staff
The Anza college
Real Estate
Debbie Lemos Debbie Lemos's Crocker Bank Experience 1983 - 1986
Job General Manager/Indepent Service Station Dealer
Industry Automotive
Experience
Lemos 76 April 1992 - Present
Lemos Rentals 1995 - Present
Carmel Unified School District August 2006 - May 2012
Household Bank Corporate Office 1986 - 1987
Crocker Bank 1983 - 1986
Skills
Customer Service, Management, Automotive Repair, Sales Management, Office Administration, Finance, Cost Control, Fuel Management, Hazardous Waste..., Property Management, Rental Management
Education
Carmel High School 1975 — 1977
Monterey Peninsula College
Business Administration, Accounting & Management
Lemos 76 April 1992 - Present
Lemos Rentals 1995 - Present
Carmel Unified School District August 2006 - May 2012
Household Bank Corporate Office 1986 - 1987
Crocker Bank 1983 - 1986
Skills
Customer Service, Management, Automotive Repair, Sales Management, Office Administration, Finance, Cost Control, Fuel Management, Hazardous Waste..., Property Management, Rental Management
Education
Carmel High School 1975 — 1977
Monterey Peninsula College
Business Administration, Accounting & Management
Deborah Reynolds Deborah Reynolds's Crocker Bank Experience 1981 - 1984
Job President at Passage Yachts, Inc.
Industry Sports
Experience
Passage Nautical Enterprises 1984 - Present
Crocker Bank 1981 - 1984
Skills
Marketing Strategy, Entrepreneurship, New Business Development, Strategic Planning, Business Strategy, Start-ups, Sales Management, Team Building, Contract Negotiation, Marketing, Negotiation, Business Development, Sales, Public Speaking, Management Consulting, Coaching, Product Development, Boat, Yachting, Boating, Sailing, Charter, Real Estate, Management, Strategy, Online Marketing, Strategic Partnerships
Education
Dominican University of California
Psychology
UCSF
Econimics
UWM
Biology
Passage Nautical Enterprises 1984 - Present
Crocker Bank 1981 - 1984
Skills
Marketing Strategy, Entrepreneurship, New Business Development, Strategic Planning, Business Strategy, Start-ups, Sales Management, Team Building, Contract Negotiation, Marketing, Negotiation, Business Development, Sales, Public Speaking, Management Consulting, Coaching, Product Development, Boat, Yachting, Boating, Sailing, Charter, Real Estate, Management, Strategy, Online Marketing, Strategic Partnerships
Education
Dominican University of California
Psychology
UCSF
Econimics
UWM
Biology
Walter Menezes Walter Menezes's Crocker Bank Experience 1976 - 1986
Job Principal at Menezes and Associates
Industry Banking
Experience
Menezes and Associates April 2009 - Present
HSBC November 1996 - March 2009
HSBC Card Services 1996 - 2009
HSBC Card and Retail Services 2006 - 2008
Wells Fargo September 1976 - May 1994
Crocker Bank 1976 - 1986
Skills
Credit Cards, Credit Risk, Financial Services, Retail Banking, Financial Risk, Banking, Portfolio Management, Risk Management, Credit, Financial Modeling, Finance, Strategy, Business Strategy, Analytics, Management Consulting, Credit Analysis, Payments, Commercial Banking, Consumer Lending, Fraud, Leadership, Mortgage Lending, Strategic Financial..., Loans, Relationship Management, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Operational Risk
Education
University of California, Berkeley 1974 — 1976
MBA, Finance
St. Xaviers High School, Bombay 1954 — 1961
Menezes and Associates April 2009 - Present
HSBC November 1996 - March 2009
HSBC Card Services 1996 - 2009
HSBC Card and Retail Services 2006 - 2008
Wells Fargo September 1976 - May 1994
Crocker Bank 1976 - 1986
Skills
Credit Cards, Credit Risk, Financial Services, Retail Banking, Financial Risk, Banking, Portfolio Management, Risk Management, Credit, Financial Modeling, Finance, Strategy, Business Strategy, Analytics, Management Consulting, Credit Analysis, Payments, Commercial Banking, Consumer Lending, Fraud, Leadership, Mortgage Lending, Strategic Financial..., Loans, Relationship Management, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Operational Risk
Education
University of California, Berkeley 1974 — 1976
MBA, Finance
St. Xaviers High School, Bombay 1954 — 1961
Walter Olson, PMP, ITIL Expert Walter Olson, PMP, ITIL Expert's Crocker Bank Experience 1981 - 1986
Job Leadership for IT Service Management Projects
Industry Information Technology and Services
Experience
Seeking consulting opportunities September 2011 - Present
Project Management Institute- Wine Country Chapter September 2011 - July 2014
Learning Tree International June 2012 - 2013
Fireman's Fund Insurance Company, a company of Allianz 1987 - September 2011
Allianz of America Corporation 2006 - 2007
Wells Fargo Bank 1986 - 1987
Crocker Bank 1981 - 1986
Wells Fargo Bank 1977 - 1981
Skills
Initiator, Ideator, Thought leader, Action bias / activator, Results Focused, Process focused, Strategic, Communicator, IT Service Management, ITIL, CMDB, Process Improvement, Service Improvement, IT Management, Action, Vendor Management, Project Planning, Group Training, Professional Mentoring, Strategy, Change Management, PMP, Thought Leadership, Program Management, Result Oriented, Process Focused, IT Operations, Software Development, COBIT, Project Management, Incident Management, Software Project..., Outsourcing, Business Process..., MS Project, Business Analysis, Leadership, SDLC, Management, Information Technology, Analysis, Release Management, PMI, IT Outsourcing, PMO, IT Strategy, Business Process, Governance, Integration, Idea Person
Education
Pink Elephant 2006 — 2010
ITIL Expert, ITIL V3 and ISO 20000
Antioch College 1963 — 1969
BA, Philosophy
Learning Tree
Seeking consulting opportunities September 2011 - Present
Project Management Institute- Wine Country Chapter September 2011 - July 2014
Learning Tree International June 2012 - 2013
Fireman's Fund Insurance Company, a company of Allianz 1987 - September 2011
Allianz of America Corporation 2006 - 2007
Wells Fargo Bank 1986 - 1987
Crocker Bank 1981 - 1986
Wells Fargo Bank 1977 - 1981
Skills
Initiator, Ideator, Thought leader, Action bias / activator, Results Focused, Process focused, Strategic, Communicator, IT Service Management, ITIL, CMDB, Process Improvement, Service Improvement, IT Management, Action, Vendor Management, Project Planning, Group Training, Professional Mentoring, Strategy, Change Management, PMP, Thought Leadership, Program Management, Result Oriented, Process Focused, IT Operations, Software Development, COBIT, Project Management, Incident Management, Software Project..., Outsourcing, Business Process..., MS Project, Business Analysis, Leadership, SDLC, Management, Information Technology, Analysis, Release Management, PMI, IT Outsourcing, PMO, IT Strategy, Business Process, Governance, Integration, Idea Person
Education
Pink Elephant 2006 — 2010
ITIL Expert, ITIL V3 and ISO 20000
Antioch College 1963 — 1969
BA, Philosophy
Learning Tree
Kelsey Kenfield's Crocker Bank Experience 1977 - 1978
Job Writer
Industry Writing and Editing
Experience
Self June 2015 - Present
The Gathering Place, Denver, CO April 2013 - June 2015
Kneedler-Fauchere 2001 - 2012
Independent Consultant 1983 - 2001
ESPRIT 1981 - 1983
OMEGA PERFORMANCE CORPORATION 1978 - 1981
CROCKER BANK 1977 - 1978
NEW ENGLAND MERCHANTS NATIONAL BANK 1973 - 1977
Skills
Value-based management, Problem Solving, Training Packages, Communication, Plannning, Process Improvement, Human Resource..., Leadership, Lead Change, Customized Workshops, Workshop Facilitation, Shareholder Value, Training, Performance Management, Human Resources, Personnel Management, Management, Coaching
Education
Bradford College 1967 — 1969
Associate of Arts (AA), English Language and Literature, General
Boston University 1973 — 1975
Evening College - Interdisciplinary studies in law and management
Boston College 1973 — 1975
Evening College - Management Studies
Lighthouse Writers Workshop
Workshops on learning and applying literary craft
Self June 2015 - Present
The Gathering Place, Denver, CO April 2013 - June 2015
Kneedler-Fauchere 2001 - 2012
Independent Consultant 1983 - 2001
ESPRIT 1981 - 1983
OMEGA PERFORMANCE CORPORATION 1978 - 1981
CROCKER BANK 1977 - 1978
NEW ENGLAND MERCHANTS NATIONAL BANK 1973 - 1977
Skills
Value-based management, Problem Solving, Training Packages, Communication, Plannning, Process Improvement, Human Resource..., Leadership, Lead Change, Customized Workshops, Workshop Facilitation, Shareholder Value, Training, Performance Management, Human Resources, Personnel Management, Management, Coaching
Education
Bradford College 1967 — 1969
Associate of Arts (AA), English Language and Literature, General
Boston University 1973 — 1975
Evening College - Interdisciplinary studies in law and management
Boston College 1973 — 1975
Evening College - Management Studies
Lighthouse Writers Workshop
Workshops on learning and applying literary craft
Cheri George's Crocker Bank Experience 1979 - 1983
Job Sr. Vice President at California Bank and Trust
Industry Banking
Experience
California Bank and Trust August 2009 - Present
Vineyard Bank April 2008 - August 2009
US Bank (acquired Southern California Bank) 1993 - 2005
Crocker Bank 1979 - 1983
Skills
Mergers & Acquisitions, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Loans, Commercial Real Estate, Underwriting, Deal Origination, Risk Management, Banking, Portfolio Management, Credit Risk, Small Business Lending, Commercial Mortgages, Mortgage Lending
Education
University of Phoenix
Business Finance
California Bank and Trust August 2009 - Present
Vineyard Bank April 2008 - August 2009
US Bank (acquired Southern California Bank) 1993 - 2005
Crocker Bank 1979 - 1983
Skills
Mergers & Acquisitions, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Loans, Commercial Real Estate, Underwriting, Deal Origination, Risk Management, Banking, Portfolio Management, Credit Risk, Small Business Lending, Commercial Mortgages, Mortgage Lending
Education
University of Phoenix
Business Finance
Corinne F. Huttlinger Corinne F. Huttlinger's Crocker Bank Experience 1982 - 1986
Job Managing Principal, The Huttlinger Group
Industry Management Consulting
Experience
The Huttlinger Group, Inc. January 1998 - Present
First Data Corp (FDC) 1995 - 1997
Bank of Hawaii 1992 - 1995
Bank of America January 1990 - May 1993
Crocker Bank 1982 - 1986
Skills
Profit Center Management, Program Management, Strategy Development, Leadership Development, Communications Strategy, Process Engineering, Marketing Management, Written & Oral..., Business Process..., Project Portfolio..., Vendor Management Skills, Strategy, Cross-functional Team..., Risk Management, Product Development, Management, Product Management, Marketing Strategy, Competitive Analysis, Strategic Communications, Start-ups, Leadership, Change Management, Project Planning, Portfolio Management, New Business Development, Coaching, Project Management, Business Strategy, Business Analysis, Entrepreneurship, Credit Cards, E-commerce, Banking, Business Development, Marketing, Strategic Planning, Executive Management, Mergers, Sales, Payments, Advertising, Strategic Partnerships, Credit, Consulting, Team Leadership, Process Improvement, Management Consulting, Financial Services, Mergers & Acquisitions
Education
Saint Mary's College of California 2008 — 2010
MA
Hawaii Pacific University 1993 — 1995
I was in the MBA program
St. Mary's College of California 1985 — 1987
BA
The Huttlinger Group, Inc. January 1998 - Present
First Data Corp (FDC) 1995 - 1997
Bank of Hawaii 1992 - 1995
Bank of America January 1990 - May 1993
Crocker Bank 1982 - 1986
Skills
Profit Center Management, Program Management, Strategy Development, Leadership Development, Communications Strategy, Process Engineering, Marketing Management, Written & Oral..., Business Process..., Project Portfolio..., Vendor Management Skills, Strategy, Cross-functional Team..., Risk Management, Product Development, Management, Product Management, Marketing Strategy, Competitive Analysis, Strategic Communications, Start-ups, Leadership, Change Management, Project Planning, Portfolio Management, New Business Development, Coaching, Project Management, Business Strategy, Business Analysis, Entrepreneurship, Credit Cards, E-commerce, Banking, Business Development, Marketing, Strategic Planning, Executive Management, Mergers, Sales, Payments, Advertising, Strategic Partnerships, Credit, Consulting, Team Leadership, Process Improvement, Management Consulting, Financial Services, Mergers & Acquisitions
Education
Saint Mary's College of California 2008 — 2010
MA
Hawaii Pacific University 1993 — 1995
I was in the MBA program
St. Mary's College of California 1985 — 1987
BA
Jay Thomas Jay Thomas's Crocker Bank Experience 1977 - 1978
Job Executive Vice President and Chief Financial Officer at Cubic Corporation
Industry Information Technology and Services
Experience
Cubic Corporation January 2013 - Present
Cubic Corporation 1980 - Present
Walter J. and Betty C. Zable Foundation 2007 - Present
CVideo, Inc. 1999 - 2005
Rancho Santa Fe Farms (a real estate development company) 1985 - 2000
ARAMARK 1978 - 1980
Crocker Bank 1977 - 1978
Skills
M&A experience, Corporate Real Estate, Real Estate Development, Operations Management, Corporate Finance, Strategic Planning, International Finance, Joint Ventures, Investor Relations, Public Speaking, Due Diligence, Start-ups, Acquisition Integration, Program Management, Executive Management, Strategy, Restructuring, Mergers & Acquisitions, Finance, Management, Venture Capital
Education
University of San Diego 1981 — 1985
MBA
San Diego State University-California State University 1971 — 1976
BS Finance
Cubic Corporation January 2013 - Present
Cubic Corporation 1980 - Present
Walter J. and Betty C. Zable Foundation 2007 - Present
CVideo, Inc. 1999 - 2005
Rancho Santa Fe Farms (a real estate development company) 1985 - 2000
ARAMARK 1978 - 1980
Crocker Bank 1977 - 1978
Skills
M&A experience, Corporate Real Estate, Real Estate Development, Operations Management, Corporate Finance, Strategic Planning, International Finance, Joint Ventures, Investor Relations, Public Speaking, Due Diligence, Start-ups, Acquisition Integration, Program Management, Executive Management, Strategy, Restructuring, Mergers & Acquisitions, Finance, Management, Venture Capital
Education
University of San Diego 1981 — 1985
MBA
San Diego State University-California State University 1971 — 1976
BS Finance
Randi Ryan Randi Ryan's Crocker Bank Experience April 1983 - October 1987
Job Mortgage Broker, ProMortgage
Industry Real Estate
Experience
ProMortgage 1997 - Present
Pacific Guarantee Mortgage December 1990 - January 1997
Bank of America December 1989 - December 1990
Wells Fargo October 1987 - December 1989
Crocker Bank April 1983 - October 1987
Skills
First Time Home Buyers, Investment Properties, Real Estate, Mortgage Lending, FHA, Property Management, Mortgage Banking, Refinance, Sales, Buyer Representation, Sellers, Listings, Condos, Loan Origination, Referrals, Foreclosures, REO, Short Sales, Residential Homes, Rentals, New Home Sales, Investors, Brokerage, Single Family Homes, Real Estate Development, Real Estate Financing, Real Estate Transactions, Property
Education
Ohio University
BA, Communications
ProMortgage 1997 - Present
Pacific Guarantee Mortgage December 1990 - January 1997
Bank of America December 1989 - December 1990
Wells Fargo October 1987 - December 1989
Crocker Bank April 1983 - October 1987
Skills
First Time Home Buyers, Investment Properties, Real Estate, Mortgage Lending, FHA, Property Management, Mortgage Banking, Refinance, Sales, Buyer Representation, Sellers, Listings, Condos, Loan Origination, Referrals, Foreclosures, REO, Short Sales, Residential Homes, Rentals, New Home Sales, Investors, Brokerage, Single Family Homes, Real Estate Development, Real Estate Financing, Real Estate Transactions, Property
Education
Ohio University
BA, Communications
Marion McGovern's Crocker Bank Experience 1980 - 1985
Job Chairman of the Board at ReSurge International
Industry Management Consulting
Experience
ReSurge International June 2014 - Present
Alliance of Chief Executives March 2013 - Present
ReSurge International June 2008 - Present
University of San Francisco March 2006 - Present
CPP, Inc. 1999 - 2012
M Squared Consulting June 2009 - June 2010
M Squared Consulting Inc. 1988 - 2005
Booz Allen & Hamilton 1984 - 1988
Crocker Bank 1980 - 1985
Crocker Bank 1980 - 1985
Skills
Management Consulting, Entrepreneurship, Human Resources, Organizational..., Start-ups, Strategic Planning, Marketing Communications, Strategic Partnerships, Executive Coaching, Consulting, Public Speaking, Business Development, Strategy, Research, Personnel Management, Business Strategy, Leadership, Talent Management, Leadership Development, Nonprofits, Sales, Fundraising, Mergers & Acquisitions, Team Building, Program Management
Education
University of California, Berkeley, Haas School of Business 1984 — 1985
mba
Boston University Questrom School of Business 1976 — 1980
bsba
Cherry Hill High School East 1972 — 1976
hs
ReSurge International June 2014 - Present
Alliance of Chief Executives March 2013 - Present
ReSurge International June 2008 - Present
University of San Francisco March 2006 - Present
CPP, Inc. 1999 - 2012
M Squared Consulting June 2009 - June 2010
M Squared Consulting Inc. 1988 - 2005
Booz Allen & Hamilton 1984 - 1988
Crocker Bank 1980 - 1985
Crocker Bank 1980 - 1985
Skills
Management Consulting, Entrepreneurship, Human Resources, Organizational..., Start-ups, Strategic Planning, Marketing Communications, Strategic Partnerships, Executive Coaching, Consulting, Public Speaking, Business Development, Strategy, Research, Personnel Management, Business Strategy, Leadership, Talent Management, Leadership Development, Nonprofits, Sales, Fundraising, Mergers & Acquisitions, Team Building, Program Management
Education
University of California, Berkeley, Haas School of Business 1984 — 1985
mba
Boston University Questrom School of Business 1976 — 1980
bsba
Cherry Hill High School East 1972 — 1976
hs
Edith Pollock Kerr's Crocker Bank Experience March 1982 - March 1984
Job Customer Care Analyst at Dell Wyse
Industry Computer Hardware
Experience
Dell Wyse February 1986 - Present
Crocker Bank March 1982 - March 1984
First Commerical Bank of Chicago 1979 - 1982
Skills
Wyse, Client Services, Citrix, Virtualization, Cloud Computing, Salesforce.com, Customer Service, Customer Satisfaction, Customer Oriented, Customer Retention, Customer Experience, Customer Support, VDI, Lead Generation, Sales Enablement, Product Management, Networking, Professional Services, Technical Support, VMware, SaaS, Enterprise Software, Sales Operations, CRM, Data Center, Vendor Management, Business Alliances, Partner Management, Solution Selling, Disaster Recovery, Servers, VMware View, Terminal Services, Software Industry, Channel Partners, vSphere, Mobile Devices, Managed Services, Channel Sales, Cross-functional Team..., Product Marketing, Go-to-market Strategy, Account Management, Storage, Demand Generation, Resellers, Xen, Pre-sales, Thin Computing, VMware ESX
Education
West Valley College 1990 — 2000
Theater Arts, English, History
Northern Illinois University 1968 — 1969
Dell Wyse February 1986 - Present
Crocker Bank March 1982 - March 1984
First Commerical Bank of Chicago 1979 - 1982
Skills
Wyse, Client Services, Citrix, Virtualization, Cloud Computing, Salesforce.com, Customer Service, Customer Satisfaction, Customer Oriented, Customer Retention, Customer Experience, Customer Support, VDI, Lead Generation, Sales Enablement, Product Management, Networking, Professional Services, Technical Support, VMware, SaaS, Enterprise Software, Sales Operations, CRM, Data Center, Vendor Management, Business Alliances, Partner Management, Solution Selling, Disaster Recovery, Servers, VMware View, Terminal Services, Software Industry, Channel Partners, vSphere, Mobile Devices, Managed Services, Channel Sales, Cross-functional Team..., Product Marketing, Go-to-market Strategy, Account Management, Storage, Demand Generation, Resellers, Xen, Pre-sales, Thin Computing, VMware ESX
Education
West Valley College 1990 — 2000
Theater Arts, English, History
Northern Illinois University 1968 — 1969
Jesse Faber's Crocker Bank Experience January 1979 - December 1981
Job Dynamic Marketing Executive
Industry Marketing and Advertising
Experience
Linens 'n Things February 2001 - June 2006
Audio Book Club, Inc. January 1996 - January 2001
AyerDirect January 1989 - December 1995
Grey Direct Marketing January 1984 - December 1988
Solutions, Inc. January 1982 - December 1983
Crocker Bank January 1979 - December 1981
Education
Florida International University 1976 — 1978
BS
University of Florida 1973 — 1975
AA
Linens 'n Things February 2001 - June 2006
Audio Book Club, Inc. January 1996 - January 2001
AyerDirect January 1989 - December 1995
Grey Direct Marketing January 1984 - December 1988
Solutions, Inc. January 1982 - December 1983
Crocker Bank January 1979 - December 1981
Education
Florida International University 1976 — 1978
BS
University of Florida 1973 — 1975
AA
Judy Harvey's Crocker Bank Experience July 1979 - June 1985
Job Senior Project Consultant at Healthcare Engagement Solutions
Industry Information Technology and Services
Experience
Healthcare Engagement Solutions July 2014 - Present
Bremer Bank October 2012 - September 2013
Bremer Bank February 2012 - March 2012
BI September 2008 - January 2010
Denali Marketing March 2008 - March 2008
Sun Country Airlines April 2007 - February 2008
Prime Therapeutics August 2005 - December 2006
Wells Fargo Home Mortgage June 2004 - August 2005
Northwest Airlines October 1985 - October 2001
Crocker Bank July 1979 - June 1985
Education
University of Minnesota-Twin Cities
Healthcare Engagement Solutions July 2014 - Present
Bremer Bank October 2012 - September 2013
Bremer Bank February 2012 - March 2012
BI September 2008 - January 2010
Denali Marketing March 2008 - March 2008
Sun Country Airlines April 2007 - February 2008
Prime Therapeutics August 2005 - December 2006
Wells Fargo Home Mortgage June 2004 - August 2005
Northwest Airlines October 1985 - October 2001
Crocker Bank July 1979 - June 1985
Education
University of Minnesota-Twin Cities
terry bray's Crocker Bank Experience 1979 - 1983
Job Technical Writer at Sinotech
Industry Writing and Editing
Experience
Sinotech teacherhacienda la puente unified school district1985 - 1995
crocker bank 1979 - 1983
Reuben's 1979 - 1983
first interstate bank 1977 - 1979
Education
California State Polytechnic University-Pomona 1977 — 1982
Sinotech teacherhacienda la puente unified school district1985 - 1995
crocker bank 1979 - 1983
Reuben's 1979 - 1983
first interstate bank 1977 - 1979
Education
California State Polytechnic University-Pomona 1977 — 1982
Barbara Ricciuti-Colombo's Crocker Bank Experience 1982 - 1985
Job Social Services Consultant at State of California, Department of Social Services
Industry Individual & Family Services
Experience
State of California, Department of Social Services May 2010 - Present
State of California, Department of Social Services October 2007 - June 2010
Kair In-Home Social Services August 2004 - October 2007
FamiliesFirst August 2002 - August 2004
Wells Fargo Bank 1986 - 1991
Crocker Bank 1982 - 1985
Skills
Social Services, Case Managment, Community Outreach, Non-profits, Crisis Intervention, Adoption, Nonprofits, Policy, Research, Coaching, Fundraising, Foster Care, Program Evaluation, Government, Program Development, Workshop Facilitation, Volunteer Management, Public Policy, Mental Health, Leadership Development, Public Speaking, Policy Analysis, Higher Education, Curriculum Development, Adolescents, Training, Event Planning, Organizational..., Teaching, Leadership, Editing, Management, Public Relations, Program Management, Grants, Grant Writing, Social Networking, Case Management
Education
California State University-Sacramento 1992 — 1994
MSW, Social Work: Concentration in Community Organizing, Planning and Administration
Pitzer College 1977 — 1980
BA, English Literature and Psychology
Westford Academy 1974 — 1976
High School Diploma, general education
Oceanside High School 1972 — 1974
working towards high school diploma, general education
State of California, Department of Social Services May 2010 - Present
State of California, Department of Social Services October 2007 - June 2010
Kair In-Home Social Services August 2004 - October 2007
FamiliesFirst August 2002 - August 2004
Wells Fargo Bank 1986 - 1991
Crocker Bank 1982 - 1985
Skills
Social Services, Case Managment, Community Outreach, Non-profits, Crisis Intervention, Adoption, Nonprofits, Policy, Research, Coaching, Fundraising, Foster Care, Program Evaluation, Government, Program Development, Workshop Facilitation, Volunteer Management, Public Policy, Mental Health, Leadership Development, Public Speaking, Policy Analysis, Higher Education, Curriculum Development, Adolescents, Training, Event Planning, Organizational..., Teaching, Leadership, Editing, Management, Public Relations, Program Management, Grants, Grant Writing, Social Networking, Case Management
Education
California State University-Sacramento 1992 — 1994
MSW, Social Work: Concentration in Community Organizing, Planning and Administration
Pitzer College 1977 — 1980
BA, English Literature and Psychology
Westford Academy 1974 — 1976
High School Diploma, general education
Oceanside High School 1972 — 1974
working towards high school diploma, general education
Dasha Grafil's Crocker Bank Experience September 1983 - February 1986
Job Board Member, Cultural Homestay International
Industry Education Management
Experience
Cultural Homestay International April 2009 - Present
Intuit October 2001 - February 2008
Intuit September 1997 - October 2001
Intuit March 1995 - September 1997
Charles Schwab Institutional November 1989 - March 1995
Bank of America November 1988 - November 1989
Wells Fargo June 1986 - October 1988
Crocker Bank September 1983 - February 1986
Skills
Business Strategy, Corporate Development, Strategic Alliances, Business Development, Business Alliances, Online Advertising, Partnerships, Entrepreneurship, Leadership Development, Cloud Computing, New Business Development, Mergers, Marketing Strategy, Mobile Devices, Partner Management, Executive Management, Small Business, Outsourcing, Mergers & Acquisitions, Portfolio Management, Investments, Program Management, Advertising, Strategy, Start-ups, Cross-functional Team...
Education
San Francisco State University, College of Business 1979 — 1981
MBA, International Business
San Francisco State University
BA, Business
Cultural Homestay International April 2009 - Present
Intuit October 2001 - February 2008
Intuit September 1997 - October 2001
Intuit March 1995 - September 1997
Charles Schwab Institutional November 1989 - March 1995
Bank of America November 1988 - November 1989
Wells Fargo June 1986 - October 1988
Crocker Bank September 1983 - February 1986
Skills
Business Strategy, Corporate Development, Strategic Alliances, Business Development, Business Alliances, Online Advertising, Partnerships, Entrepreneurship, Leadership Development, Cloud Computing, New Business Development, Mergers, Marketing Strategy, Mobile Devices, Partner Management, Executive Management, Small Business, Outsourcing, Mergers & Acquisitions, Portfolio Management, Investments, Program Management, Advertising, Strategy, Start-ups, Cross-functional Team...
Education
San Francisco State University, College of Business 1979 — 1981
MBA, International Business
San Francisco State University
BA, Business
Susan Tammen Bryant's Crocker Bank Experience October 1978 - May 1985
Job Senior Finance Director at Fireman's Fund Insurance Co.
Industry Insurance
Experience
Fireman's Fund Insurance Company July 1987 - Present
Crocker Bank October 1978 - May 1985
Skills
Insurance, Underwriting, Property & Casualty..., Reinsurance, Liability, Legal Liability, Financial Risk, Commercial Lines, Brokers, Process Improvement, Business Analysis, Commercial Insurance
Education
UCLA Anderson School of Management 1985 — 1987
1987, Finance/Accounting
Cornell University 1972 — 1976
Fireman's Fund Insurance Company July 1987 - Present
Crocker Bank October 1978 - May 1985
Skills
Insurance, Underwriting, Property & Casualty..., Reinsurance, Liability, Legal Liability, Financial Risk, Commercial Lines, Brokers, Process Improvement, Business Analysis, Commercial Insurance
Education
UCLA Anderson School of Management 1985 — 1987
1987, Finance/Accounting
Cornell University 1972 — 1976
Billie Jo Wood Sepulvado's Crocker Bank Experience August 1983 - June 1984
Job Secretary/Tech Support at Sabine Parish School Board
Industry Education Management
Experience
Sabine Parish School Board August 1994 - Present
Shoe Closet August 1993 - August 1994
PCMCIA (Personal Computer Management Int'l Assoc) January 1992 - May 1993
Apple March 1991 - January 1992
KPMG January 1988 - March 1991
First National Bank of America December 1986 - January 1988
Wells Fargo January 1986 - December 1986
Kelly Services July 1984 - September 1985
Crocker Bank August 1983 - June 1984
US Health Care Financing February 1979 - July 1983
Skills
Software Documentation, Training, Management, Human Resources, Payroll, Time Management, Budgets, Project Management, Administrative..., Sales, Accounts Payable, Account Management, Microsoft Word, Databases, Contract Negotiation, Invoicing, Employee Benefits, Telecommunications, Sales Management, General Ledger, Technical Support, Data Entry
Education
City College of San Francisco 1979 — 1982
Filipino/Tagalog Language and Literature
Litton Business College 1978 — 1979
AA, Business Administration
Harry Ells High School 1974 — 1978
Sabine Parish School Board August 1994 - Present
Shoe Closet August 1993 - August 1994
PCMCIA (Personal Computer Management Int'l Assoc) January 1992 - May 1993
Apple March 1991 - January 1992
KPMG January 1988 - March 1991
First National Bank of America December 1986 - January 1988
Wells Fargo January 1986 - December 1986
Kelly Services July 1984 - September 1985
Crocker Bank August 1983 - June 1984
US Health Care Financing February 1979 - July 1983
Skills
Software Documentation, Training, Management, Human Resources, Payroll, Time Management, Budgets, Project Management, Administrative..., Sales, Accounts Payable, Account Management, Microsoft Word, Databases, Contract Negotiation, Invoicing, Employee Benefits, Telecommunications, Sales Management, General Ledger, Technical Support, Data Entry
Education
City College of San Francisco 1979 — 1982
Filipino/Tagalog Language and Literature
Litton Business College 1978 — 1979
AA, Business Administration
Harry Ells High School 1974 — 1978
Mitch Rosen's Crocker Bank Experience September 1984 - September 1985
Job VP/Loan Servicing Officer at Americas United Bank
Industry Banking
Experience
Americas United Bank October 2012 - Present
Grandpoint Bank January 2011 - October 2012
First Commerce Bank December 1998 - December 2010
Alliance Bank September 1987 - November 1998
The Bank of Beverly Hills January 1987 - September 1987
First Pacific Bank September 1985 - January 1987
Crocker Bank September 1984 - September 1985
Education
Ohio University 1982 — 1984
Americas United Bank October 2012 - Present
Grandpoint Bank January 2011 - October 2012
First Commerce Bank December 1998 - December 2010
Alliance Bank September 1987 - November 1998
The Bank of Beverly Hills January 1987 - September 1987
First Pacific Bank September 1985 - January 1987
Crocker Bank September 1984 - September 1985
Education
Ohio University 1982 — 1984
Debbie Fournier's Crocker Bank Experience July 1980 - August 1986
Job SVP, Risk Policy & Grading at Bank of the West
Industry Banking
Experience
Bank of the West March 2011 - Present
Bank of the West June 2001 - March 2011
Bank of the West January 1992 - March 2011
Bank of the West January 1999 - January 2001
East Bay Business Banking January 1996 - January 1999
various offices January 1994 - January 1996
Financial Center Bank January 1986 - January 1992
Crocker Bank July 1980 - August 1986
Skills
Risk Management, Strategy, Credit, Management, Portfolio Management, Credit Risk, Loans, Small Business Lending, Commercial Banking, Leadership, Strategic Planning, Contract Negotiation, Change Management, Basel II, Banking
Education
Pacific Coast Banking School 1999 — 2001
University of California, Berkeley, Haas School of Business 1976 — 1980
BS, Applied Economics
Bank of the West March 2011 - Present
Bank of the West June 2001 - March 2011
Bank of the West January 1992 - March 2011
Bank of the West January 1999 - January 2001
East Bay Business Banking January 1996 - January 1999
various offices January 1994 - January 1996
Financial Center Bank January 1986 - January 1992
Crocker Bank July 1980 - August 1986
Skills
Risk Management, Strategy, Credit, Management, Portfolio Management, Credit Risk, Loans, Small Business Lending, Commercial Banking, Leadership, Strategic Planning, Contract Negotiation, Change Management, Basel II, Banking
Education
Pacific Coast Banking School 1999 — 2001
University of California, Berkeley, Haas School of Business 1976 — 1980
BS, Applied Economics
Karen Rohlf's Crocker Bank Experience August 1976 - May 1985
Job Independent Financial Services Professional
Industry Financial Services
Experience
Great Place to Work Institute, Inc. December 2007 - September 2009
Chela Education Financing May 2000 - October 2006
Palo Alto Medical Foundation 1997 - 1998
Federal Home Loan Bank of San Francisco October 1987 - January 1990
Wells Fargo May 1985 - May 1986
Crocker Bank August 1976 - May 1985
Crocker National Bank 1976 - 1985
Skills
Budgeting, Access, Reporting & Analysis
Education
Stanford University Graduate School of Business 1974 — 1976
MBA, Finance
Cornell University 1967 — 1971
BA, Sociology
Great Place to Work Institute, Inc. December 2007 - September 2009
Chela Education Financing May 2000 - October 2006
Palo Alto Medical Foundation 1997 - 1998
Federal Home Loan Bank of San Francisco October 1987 - January 1990
Wells Fargo May 1985 - May 1986
Crocker Bank August 1976 - May 1985
Crocker National Bank 1976 - 1985
Skills
Budgeting, Access, Reporting & Analysis
Education
Stanford University Graduate School of Business 1974 — 1976
MBA, Finance
Cornell University 1967 — 1971
BA, Sociology
Honor Robson's Crocker Bank Experience 1980 - 1985
Job Experienced Structural Project Engineer
Industry Civil Engineering
Experience
Nerium International January 2013 - Present
Mackintosh & Mackintosh, Inc. February 1994 - Present
Crocker Bank 1980 - 1985
Skills
Civil Engineering, AutoCAD, Engineering, Project Engineering, Concrete, Structural Engineering, CAD, Project Coordination
Education
California State University-Long Beach
Santa Monica College
Nerium International January 2013 - Present
Mackintosh & Mackintosh, Inc. February 1994 - Present
Crocker Bank 1980 - 1985
Skills
Civil Engineering, AutoCAD, Engineering, Project Engineering, Concrete, Structural Engineering, CAD, Project Coordination
Education
California State University-Long Beach
Santa Monica College
Kenny Kato's Crocker Bank Experience 1982 - 1986
Job Lead Engineer at Visa
Industry Financial Services
Brenda Smestad's Crocker Bank Experience July 1980 - July 1981
Job at Synergy Worldwide, Independent Representative
Industry Health, Wellness and Fitness
Experience
Synergy Worldwide September 2003 - Present
Synergy Worldwide 2003 - Present
True Player's 2008 - 2012
United Airlines April 1986 - April 1996
Pacific Express Airlines February 1982 - June 1982
Crocker Bank July 1980 - July 1981
Skills
Health, Nutrition, Wellness, Network Marketing, Home Based Business, Diabetes, Healthcare, Wellness Coaching, Fitness, Team Building, Acupuncture, Holistic Health, Online Marketing, Nutritional Counseling, Health Education, Skin Care, Marketing Strategy, Heart Disease, Sales, Marketing, Nutrition Education, New Business Development, Sports Nutrition, Direct Sales, Social Networking, Supplements, Coaching, Lifestyle, Personal Training, Wellbeing, Weight, Customer Service, Cholesterol, Personal Development, Entrepreneurship, Business Networking, Weight Management, Web Marketing, Hypertension, Motivational Speaking, Healing, Lifestyle Coaching, Small Business
Education
West Valley College 1981 — 1983
Accounting/Business
Gavilan College 1980 — 1981
Business
Synergy Worldwide September 2003 - Present
Synergy Worldwide 2003 - Present
True Player's 2008 - 2012
United Airlines April 1986 - April 1996
Pacific Express Airlines February 1982 - June 1982
Crocker Bank July 1980 - July 1981
Skills
Health, Nutrition, Wellness, Network Marketing, Home Based Business, Diabetes, Healthcare, Wellness Coaching, Fitness, Team Building, Acupuncture, Holistic Health, Online Marketing, Nutritional Counseling, Health Education, Skin Care, Marketing Strategy, Heart Disease, Sales, Marketing, Nutrition Education, New Business Development, Sports Nutrition, Direct Sales, Social Networking, Supplements, Coaching, Lifestyle, Personal Training, Wellbeing, Weight, Customer Service, Cholesterol, Personal Development, Entrepreneurship, Business Networking, Weight Management, Web Marketing, Hypertension, Motivational Speaking, Healing, Lifestyle Coaching, Small Business
Education
West Valley College 1981 — 1983
Accounting/Business
Gavilan College 1980 — 1981
Business
Cecilia Cotter's Crocker Bank Experience 1986 - 1988
Job Employee Benefit Consultant
Industry Insurance
Experience
Sitzmann Morris & Lavis November 1997 - November 2013
Bank of San Francisco 1985 - 1990
Crocker Bank 1986 - 1988
Skills
Insurance, Health Insurance, Employee Benefits, Benefits Administration, Brokers, Disability Insurance, Life Insurance, Claim, Underwriting, Account Management, Human Resources, Employee Relations, 401k, Analysis, Strategic Planning, Retirement, HRIS, Project Management, Training, Customer Service
Education
University of Oregon 1974 — 1979
BS, Health Educaction
Sitzmann Morris & Lavis November 1997 - November 2013
Bank of San Francisco 1985 - 1990
Crocker Bank 1986 - 1988
Skills
Insurance, Health Insurance, Employee Benefits, Benefits Administration, Brokers, Disability Insurance, Life Insurance, Claim, Underwriting, Account Management, Human Resources, Employee Relations, 401k, Analysis, Strategic Planning, Retirement, HRIS, Project Management, Training, Customer Service
Education
University of Oregon 1974 — 1979
BS, Health Educaction
Sergei Bodel's Crocker Bank Experience 1976 - 1985
Job Marketing Production Specialist at RCM Global Investors
Industry Investment Management
Experience
RCM Global Investors 1997 - Present
Wells Fargo Bank 1986 - 1995
Crocker Bank 1976 - 1985
Skills
Asset Management, Equities, Bloomberg, Mutual Funds
Education
University of Illinois at Urbana-Champaign
RCM Global Investors 1997 - Present
Wells Fargo Bank 1986 - 1995
Crocker Bank 1976 - 1985
Skills
Asset Management, Equities, Bloomberg, Mutual Funds
Education
University of Illinois at Urbana-Champaign
Chet Haines's Crocker Bank Experience 1980 - 1985
Job Asset Based Lending Professional
Industry Banking
Experience
Asset Based Lending June 2003 - Present
California Bank & Trust June 1998 - June 2003
California Bank & Trust 1998 - 2003
Guardian Examination Service, LLC June 1992 - June 1998
California Commerce Bank 1985 - 1998
Crocker Bank 1980 - 1985
City National Bank 1978 - 1981
Columbia Union National Bank & Trust Company 1967 - 1979
Skills
Asset Based Lending, Factoring, Loans, Cash Flow Lending, Commercial Finance, Commercial Lending, Banking, Lines Of Credit, Small Business Lending, Credit Analysis, Commercial Banking, Working Capital..., Credit Risk, Consumer Lending, Mortgage Lending, Portfolio Management, Credit, Underwriting, Finance, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Risk Management
Education
Graduate School of Banking at University of Wisconsin 1968 — 1971
Banking
The University of Kansas 1951 — 1955
BS, Finance, Accounting, General Business
Asset Based Lending June 2003 - Present
California Bank & Trust June 1998 - June 2003
California Bank & Trust 1998 - 2003
Guardian Examination Service, LLC June 1992 - June 1998
California Commerce Bank 1985 - 1998
Crocker Bank 1980 - 1985
City National Bank 1978 - 1981
Columbia Union National Bank & Trust Company 1967 - 1979
Skills
Asset Based Lending, Factoring, Loans, Cash Flow Lending, Commercial Finance, Commercial Lending, Banking, Lines Of Credit, Small Business Lending, Credit Analysis, Commercial Banking, Working Capital..., Credit Risk, Consumer Lending, Mortgage Lending, Portfolio Management, Credit, Underwriting, Finance, SBA, Financial Analysis, Loan Origination, Commercial Mortgages, Risk Management
Education
Graduate School of Banking at University of Wisconsin 1968 — 1971
Banking
The University of Kansas 1951 — 1955
BS, Finance, Accounting, General Business
Ron Osborn's Crocker Bank Experience 1979 - 1986
Job V.P. Manager Credit Reserving at WaMu/Chase
Industry Banking
Experience
WaMu/Chase July 2005 - January 2009
Bank of America 1998 - 2004
Bank of America 1996 - 1998
Bank of America 1994 - 1996
Bank of America 1986 - 1994
Crocker Bank 1979 - 1986
Skills
Credit Risk, Risk Management, Portfolio Management, Finance, Financial Risk, Credit Analysis, Credit, Analysis
Education
California State University-East Bay 1978 — 1979
M.S., Statistics
California State University-East Bay 1974 — 1976
B.S., Statistics
WaMu/Chase July 2005 - January 2009
Bank of America 1998 - 2004
Bank of America 1996 - 1998
Bank of America 1994 - 1996
Bank of America 1986 - 1994
Crocker Bank 1979 - 1986
Skills
Credit Risk, Risk Management, Portfolio Management, Finance, Financial Risk, Credit Analysis, Credit, Analysis
Education
California State University-East Bay 1978 — 1979
M.S., Statistics
California State University-East Bay 1974 — 1976
B.S., Statistics
Cheryl Kunakov Shapiro's Crocker Bank Experience October 1976 - April 1977
Job Claims Department Supervisor at Central California Alliance for Health
Industry Medical Practice
Experience
Central California Alliance for Health January 2012 - Present
Dominican Medical Foundation November 1991 - October 2011
Santa Cruz Medical Clinic June 1989 - November 1991
San Sierra Business Systems August 1980 - November 1981
Crocker Bank October 1976 - April 1977
Sears, Roebuck and Co. June 1973 - September 1976
Skills
Customer Service, Performance Management, Employee Hiring, Project Managment, Administrative Assistant, Medical Billing, Recruiting, Project Management, PowerPoint, Sales, Teamwork, Training, Event Planning, Team Building
Education
San Francisco State University 1976 — 1978
Psychology
Central California Alliance for Health January 2012 - Present
Dominican Medical Foundation November 1991 - October 2011
Santa Cruz Medical Clinic June 1989 - November 1991
San Sierra Business Systems August 1980 - November 1981
Crocker Bank October 1976 - April 1977
Sears, Roebuck and Co. June 1973 - September 1976
Skills
Customer Service, Performance Management, Employee Hiring, Project Managment, Administrative Assistant, Medical Billing, Recruiting, Project Management, PowerPoint, Sales, Teamwork, Training, Event Planning, Team Building
Education
San Francisco State University 1976 — 1978
Psychology
Martha Arscott's Crocker Bank Experience 1975 - 1984
Job CFO, Compass Technology Group, Inc. & Board Chair at Global AIDS Interfaith Alliance (GAIA)
Industry Financial Services
Experience
Global AIDS Interfaith Alliance (GAIA) 2007 - Present
Compass Technology Group, Inc. 1988 - Present
Crocker National Bank August 1975 - September 1984
Crocker Bank 1975 - 1984
Skills
Event Planning, Public Speaking, Venture Capital, Executive Management, Fundraising, Strategy, Editing, Investments, Corporate Development, Mergers & Acquisitions, Start-ups, Strategic Planning, Financial Modeling, Capital Raising, Investor Relations, Strategic Partnerships, Non-profits, Nonprofits, Private Equity, Philanthropy, Corporate Finance, Angel Investing, Financial Analysis, Valuation, Leadership, Restructuring, Due Diligence
Education
Darden Graduate School of Business Administration 1973 — 1975
MBA, Finance
Hollins University 1969 — 1975
BA, Economics
Global AIDS Interfaith Alliance (GAIA) 2007 - Present
Compass Technology Group, Inc. 1988 - Present
Crocker National Bank August 1975 - September 1984
Crocker Bank 1975 - 1984
Skills
Event Planning, Public Speaking, Venture Capital, Executive Management, Fundraising, Strategy, Editing, Investments, Corporate Development, Mergers & Acquisitions, Start-ups, Strategic Planning, Financial Modeling, Capital Raising, Investor Relations, Strategic Partnerships, Non-profits, Nonprofits, Private Equity, Philanthropy, Corporate Finance, Angel Investing, Financial Analysis, Valuation, Leadership, Restructuring, Due Diligence
Education
Darden Graduate School of Business Administration 1973 — 1975
MBA, Finance
Hollins University 1969 — 1975
BA, Economics
Ted Biggs's Crocker Bank Experience 1977 - 1986
Job SVP & Small Business Western Divison Manager at US Bank
Industry Financial Services
Experience
US Bank August 2005 - Present
U.S. Bank 2001 - Present
California Bank & Trust 1999 - 2001
Sumitomo Bank of California 1995 - 1998
Citibank 1993 - 1994
Wells Fargo 1986 - 1992
Crocker Bank 1977 - 1986
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit, Mortgage Lending, Banking, Portfolio Management, Financial Analysis, Small Business Lending, Risk Management, Treasury Management, Cash Management, Underwriting, Investments, Relationship Management, Wealth Management, Lines Of Credit, Retail Banking, Loan Origination
Education
University of Virginia 2004 — 2007
Banking School
Santa Clara University 1979 — 1981
MBA, Finance
Brigham Young University 1970 — 1975
BS, Finance
US Bank August 2005 - Present
U.S. Bank 2001 - Present
California Bank & Trust 1999 - 2001
Sumitomo Bank of California 1995 - 1998
Citibank 1993 - 1994
Wells Fargo 1986 - 1992
Crocker Bank 1977 - 1986
Skills
Commercial Banking, Loans, Commercial Lending, Credit Analysis, Credit, Mortgage Lending, Banking, Portfolio Management, Financial Analysis, Small Business Lending, Risk Management, Treasury Management, Cash Management, Underwriting, Investments, Relationship Management, Wealth Management, Lines Of Credit, Retail Banking, Loan Origination
Education
University of Virginia 2004 — 2007
Banking School
Santa Clara University 1979 — 1981
MBA, Finance
Brigham Young University 1970 — 1975
BS, Finance
Connie Scarpone's Crocker Bank Experience 1984 - 1986
Job Admin Coordinator III at Sanofi Pasteur
Industry Health, Wellness and Fitness
Experience
Sanofi Pasteur June 2006 - Present
IBM 1988 - 2005
Dunn & Bradstreet 1986 - 1988
Crocker Bank 1984 - 1986
Skills
Software Documentation, Administrative..., SAP, Quality Assurance, Document Management, Vaccines, Administration, Outlook, System Administration, Microsoft Office, PowerPoint, Microsoft Word, Expense Management, Calendars, R&D, Administrative Support, Conferences, Lotus Notes, Word, Excel, Problem Solving, Documentation, Team Leadership, Cross-functional Team..., Visio, Team Building, Compass, Teamwork, NEXTS, Catalyst, Travel Management, eRoom Management, Scientific Advisory..., FDA Licensure Meetings, SharePoint Designer, SharePoint...
Education
County College of Morris
Sanofi Pasteur June 2006 - Present
IBM 1988 - 2005
Dunn & Bradstreet 1986 - 1988
Crocker Bank 1984 - 1986
Skills
Software Documentation, Administrative..., SAP, Quality Assurance, Document Management, Vaccines, Administration, Outlook, System Administration, Microsoft Office, PowerPoint, Microsoft Word, Expense Management, Calendars, R&D, Administrative Support, Conferences, Lotus Notes, Word, Excel, Problem Solving, Documentation, Team Leadership, Cross-functional Team..., Visio, Team Building, Compass, Teamwork, NEXTS, Catalyst, Travel Management, eRoom Management, Scientific Advisory..., FDA Licensure Meetings, SharePoint Designer, SharePoint...
Education
County College of Morris
Adele Berwanger's Crocker Bank Experience July 1979 - 1986
Job Managing Director at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting ConsultantWurts & AssociatesJanuary 1989 - July 1991
Funds Decision Services 1986 - December 1988
Crocker Bank July 1979 - 1986
Education
University of Southern California - Marshall School of Business 1978 — 1981
MBA, Finance
University of California, Berkeley 1959 — 1962
B.A., American Studies
Vassar College 1958 — 1959
Canterbury Consulting ConsultantWurts & AssociatesJanuary 1989 - July 1991
Funds Decision Services 1986 - December 1988
Crocker Bank July 1979 - 1986
Education
University of Southern California - Marshall School of Business 1978 — 1981
MBA, Finance
University of California, Berkeley 1959 — 1962
B.A., American Studies
Vassar College 1958 — 1959
Elizabeth A Gallagher's Crocker Bank Experience December 1979 - February 1985
Job Portfolio Asset Manager/Senior Executive
Industry Commercial Real Estate
Experience
Hoyt S. Pardee & Affiliates January 1999 - February 2010
Weyerhaeuser Financial Investments March 1985 - December 1998
Crocker Bank December 1979 - February 1985
Skills
Negotiation, Investment Properties, Real Estate, Strategy, Management, Single Family Homes, Residential Homes, Marketing Strategy, Sales
Education
Carlow Regional College
Commerce
University of California, Los Angeles
Real Estate/Real Estate Finance
Hoyt S. Pardee & Affiliates January 1999 - February 2010
Weyerhaeuser Financial Investments March 1985 - December 1998
Crocker Bank December 1979 - February 1985
Skills
Negotiation, Investment Properties, Real Estate, Strategy, Management, Single Family Homes, Residential Homes, Marketing Strategy, Sales
Education
Carlow Regional College
Commerce
University of California, Los Angeles
Real Estate/Real Estate Finance
Luis R. Luis's Crocker Bank Experience January 1981 - January 1985
Job Consultant at IRSA
Industry Investment Management
Experience
Independent October 2009 - Present
International Research & Strategy Associates LLC January 1999 - January 2007
Scudder January 1991 - January 1999
The Institute of International Finance January 1987 - January 1990
Midland Bank plc January 1985 - January 1987
Crocker Bank January 1981 - January 1985
American University January 1979 - January 1981
Crocker Bank January 1977 - January 1981
Organization of American States January 1972 - January 1977
Fulbright Visiting Professor June 1971 - January 1972
Skills
Valuation, Investments, Finance, Portfolio Management, Banking, Development Economics, Economic Development, Management, Analysis, Fixed Income, Economics, Emerging Markets, Teaching, Financial Markets, Spanish, International Trade, Leadership, Econometrics, Latin America, Economic Research, Macroeconomics, Equities, Policy Analysis, Capital Markets, Bonds, Public Policy, Economic Policy, Alternative Investments, International Economics, International Finance
Education
University of Notre Dame 1965 — 1970
Ph.D, Economics; international economics; econometrics
St. Edward's University 1961 — 1965
B.A, Economics
Independent October 2009 - Present
International Research & Strategy Associates LLC January 1999 - January 2007
Scudder January 1991 - January 1999
The Institute of International Finance January 1987 - January 1990
Midland Bank plc January 1985 - January 1987
Crocker Bank January 1981 - January 1985
American University January 1979 - January 1981
Crocker Bank January 1977 - January 1981
Organization of American States January 1972 - January 1977
Fulbright Visiting Professor June 1971 - January 1972
Skills
Valuation, Investments, Finance, Portfolio Management, Banking, Development Economics, Economic Development, Management, Analysis, Fixed Income, Economics, Emerging Markets, Teaching, Financial Markets, Spanish, International Trade, Leadership, Econometrics, Latin America, Economic Research, Macroeconomics, Equities, Policy Analysis, Capital Markets, Bonds, Public Policy, Economic Policy, Alternative Investments, International Economics, International Finance
Education
University of Notre Dame 1965 — 1970
Ph.D, Economics; international economics; econometrics
St. Edward's University 1961 — 1965
B.A, Economics
Bonnie Balliet's Crocker Bank Experience 1983 - 1985
Job Principal at Bonnie Balliet Associates
Industry Professional Training & Coaching
Experience
Bonnie Balliet Associates (BBA) 1987 - Present
Sohio Petroleum Company 1985 - 1987
Crocker Bank 1983 - 1985
INMAC Corporation 1982 - 1983
Skills
Leadership Development, Instructional Design..., Workshop Facilitation, Training, Leadership, Program Management, Management Development, Policy & Procedure..., Technical Training..., Captivate, SlideRocket, Wix, Instructional Design, Executive Coaching, Organizational..., Strategic Planning, Instructional Technology, E-Learning, Blended Learning, Organizational..., Learning Management, Performance Consulting, Instructor-led Training, Performance Improvement, Career Development
Education
San Francisco State University
Emerging technologies studies
University of Wisconsin-Madison
BS; MA Candidate, English/Theater Education; Credentialed Teacher 6-12; Communication Arts, Instructional Television
Bonnie Balliet Associates (BBA) 1987 - Present
Sohio Petroleum Company 1985 - 1987
Crocker Bank 1983 - 1985
INMAC Corporation 1982 - 1983
Skills
Leadership Development, Instructional Design..., Workshop Facilitation, Training, Leadership, Program Management, Management Development, Policy & Procedure..., Technical Training..., Captivate, SlideRocket, Wix, Instructional Design, Executive Coaching, Organizational..., Strategic Planning, Instructional Technology, E-Learning, Blended Learning, Organizational..., Learning Management, Performance Consulting, Instructor-led Training, Performance Improvement, Career Development
Education
San Francisco State University
Emerging technologies studies
University of Wisconsin-Madison
BS; MA Candidate, English/Theater Education; Credentialed Teacher 6-12; Communication Arts, Instructional Television
Ernie Louie's Crocker Bank Experience 1979 - 1986
Job agent at State Farm Agent
Industry Insurance
Experience
State Farm Agent 1986 - Present
Crocker Bank 1979 - 1986
Skills
commercial insurance, Disability Insurance, Commercial Insurance, Health Insurance, Marketing, Umbrella Insurance, Insurance, Small Business, Property & Casualty..., Customer Service, Life Insurance, Whole Life, Casualty, Term Life Insurance, Team Building, Liability, Homeowners, Process Improvement, Strategic Planning, Workers Compensation, Fixed Annuities, Long Term Care Insurance, General Insurance, Licensed Property &..., Long-term Care, Renters, Casualty Insurance, Commercial Lines, IRAs, Legal Liability, Professional Liability
Education
american college 1991 — 1993
CLU
SFSU
Bachelor's degree, Biology/Biological Sciences, General
State Farm Agent 1986 - Present
Crocker Bank 1979 - 1986
Skills
commercial insurance, Disability Insurance, Commercial Insurance, Health Insurance, Marketing, Umbrella Insurance, Insurance, Small Business, Property & Casualty..., Customer Service, Life Insurance, Whole Life, Casualty, Term Life Insurance, Team Building, Liability, Homeowners, Process Improvement, Strategic Planning, Workers Compensation, Fixed Annuities, Long Term Care Insurance, General Insurance, Licensed Property &..., Long-term Care, Renters, Casualty Insurance, Commercial Lines, IRAs, Legal Liability, Professional Liability
Education
american college 1991 — 1993
CLU
SFSU
Bachelor's degree, Biology/Biological Sciences, General
Rex DeLong's Crocker Bank Experience 1985 - 1986
Job President at Western National Properties
Industry Real Estate
Experience
Western National Properties 1993 - Present
Oak Springs, Inc 1989 - 1993
Bank of America/Security Pacific Bank 1991 - 1992
Bracton Corporation 1986 - 1989
Crocker Bank 1985 - 1986
Wells Fargo Bank 1977 - 1985
Skills
Apartments, Affordable Housing, Commercial Real Estate, Disposition, Entitlements, Investment Properties, Real Estate Development, Real Estate Transactions, Real Estate, Valuation, Real Estate Economics, Due Diligence, Asset Management, Contract Negotiation, Dispositions
Education
California State University-Long Beach 1975 — 1977
Bachelor of Science (BS), Business - Finance
Western National Properties 1993 - Present
Oak Springs, Inc 1989 - 1993
Bank of America/Security Pacific Bank 1991 - 1992
Bracton Corporation 1986 - 1989
Crocker Bank 1985 - 1986
Wells Fargo Bank 1977 - 1985
Skills
Apartments, Affordable Housing, Commercial Real Estate, Disposition, Entitlements, Investment Properties, Real Estate Development, Real Estate Transactions, Real Estate, Valuation, Real Estate Economics, Due Diligence, Asset Management, Contract Negotiation, Dispositions
Education
California State University-Long Beach 1975 — 1977
Bachelor of Science (BS), Business - Finance
Annis Gilbert Kukulan's Crocker Bank Experience 1977 - 1980
Job Docent and President of Docent Council at Oakland Museum of California
Industry Education Management
Experience
Oakland Museum of California May 2015 - Present
Lake School and Broadway Childrens School September 1987 - Present
Crocker Bank 1977 - 1980
Therapeutic Nursery School 1975 - 1977
Skills
Community Outreach, Non-profits, Program Development, Teaching, Volunteer Management, Curriculum Design, Nonprofits, Event Planning, Curriculum Development, Early Childhood..., Grant Writing, Family Therapy, Tutoring, Art, Higher Education
Education
NCCS
NCCS
Pomona College 1971 — 1973
BS, Psycholgy specializing in early childhood
Smith College School of Social Work 1973 — 1974
Masters of Social Work Program, Clinical Social Work
University of So Calif 1973 — 1975
MSW, Social Work
Oakland Museum of California May 2015 - Present
Lake School and Broadway Childrens School September 1987 - Present
Crocker Bank 1977 - 1980
Therapeutic Nursery School 1975 - 1977
Skills
Community Outreach, Non-profits, Program Development, Teaching, Volunteer Management, Curriculum Design, Nonprofits, Event Planning, Curriculum Development, Early Childhood..., Grant Writing, Family Therapy, Tutoring, Art, Higher Education
Education
NCCS
NCCS
Pomona College 1971 — 1973
BS, Psycholgy specializing in early childhood
Smith College School of Social Work 1973 — 1974
Masters of Social Work Program, Clinical Social Work
University of So Calif 1973 — 1975
MSW, Social Work
Roxanne Vane's Crocker Bank Experience 1976 - 1989
Job Senior Vice President/Regional Manager at Heritage Bank of Commerce
Industry Banking
Experience
Heritage Bank of Commerce July 2005 - Present
Greater Bay Bank 2002 - 2005
San Jose National Bank 1991 - 2001
Pacific Western Bank 1989 - 1991
Wells Fargo 1986 - 1989
Crocker Bank 1976 - 1989
Skills
Commercial Lending, Private Banking, Loans, Middle Market, Credit, Commercial Banking, Banking, Cash Management, Commercial Mortgages, Management, Credit Analysis, Deposits, Banking Relationships, Branch Banking, Risk Management, Small Business Lending, Financial Analysis, Asset Based Lending
Education
Santa Clara University 1974 — 1978
BS Commerce, Management
Archbishop MItty High School
Heritage Bank of Commerce July 2005 - Present
Greater Bay Bank 2002 - 2005
San Jose National Bank 1991 - 2001
Pacific Western Bank 1989 - 1991
Wells Fargo 1986 - 1989
Crocker Bank 1976 - 1989
Skills
Commercial Lending, Private Banking, Loans, Middle Market, Credit, Commercial Banking, Banking, Cash Management, Commercial Mortgages, Management, Credit Analysis, Deposits, Banking Relationships, Branch Banking, Risk Management, Small Business Lending, Financial Analysis, Asset Based Lending
Education
Santa Clara University 1974 — 1978
BS Commerce, Management
Archbishop MItty High School
Kathryn Smolen's Crocker Bank Experience October 1983 - October 1985
Job Retired from Levi Strauss & Co.
Industry Apparel & Fashion
Experience
Levi Strauss & Co. April 1990 - March 2014
Wells Fargo Bank 1987 - 1988
The Wilkerson Group 1985 - 1987
Crocker Bank October 1983 - October 1985
First National Bank of Chicago 1981 - 1983
Skills
Business Strategy, Event Planning, PowerPoint, Marketing Communications, Teamwork, Microsoft Office, Customer Service, Microsoft Excel, International Relations, Illustrator, Marketing Strategy, Sales Management, Strategy, Nonprofits, Market Research, Team Management, Strategic Planning, Photography, Product Development, Public Speaking, Research, Team Building, Art, Data Analysis, Project Management, Photoshop
Education
University of Illinois at Chicago
Bachelor's Degree, English Literature
Levi Strauss & Co. April 1990 - March 2014
Wells Fargo Bank 1987 - 1988
The Wilkerson Group 1985 - 1987
Crocker Bank October 1983 - October 1985
First National Bank of Chicago 1981 - 1983
Skills
Business Strategy, Event Planning, PowerPoint, Marketing Communications, Teamwork, Microsoft Office, Customer Service, Microsoft Excel, International Relations, Illustrator, Marketing Strategy, Sales Management, Strategy, Nonprofits, Market Research, Team Management, Strategic Planning, Photography, Product Development, Public Speaking, Research, Team Building, Art, Data Analysis, Project Management, Photoshop
Education
University of Illinois at Chicago
Bachelor's Degree, English Literature
Mark Picking's Crocker Bank Experience April 1982 - October 1984
Job President at Miraleste Co.
Industry Real Estate
Experience
Miraleste Co. November 1984 - Present
Miraleste Co. November 1984 - Present
Crocker Bank April 1982 - October 1984
Education
University of Southern California
Miraleste Co. November 1984 - Present
Miraleste Co. November 1984 - Present
Crocker Bank April 1982 - October 1984
Education
University of Southern California
Terrie Campbell Kyckelhahn's Crocker Bank Experience 1973 - 1984
Job Sales Manager at Macy's
Industry Retail
Experience
Macy's February 2014 - Present
Macy's 2005 - Present
Macy's November 2013 - February 2014
Kyckelhahn Studio 2002 - 2009
Crocker bank 1973 - 1984
Skills
Time Management, Sales, Management, Leadership, Positive Energy, Positive Personality, Retail, Merchandising, Customer Satisfaction, Retail Sales, Customer Service, Inventory Control, Inventory Management, Loss Prevention, Store Operations, Team Building, Visual Merchandising
Education
San Francisco State University 1970 — 1974
San Antonio College
Macy's February 2014 - Present
Macy's 2005 - Present
Macy's November 2013 - February 2014
Kyckelhahn Studio 2002 - 2009
Crocker bank 1973 - 1984
Skills
Time Management, Sales, Management, Leadership, Positive Energy, Positive Personality, Retail, Merchandising, Customer Satisfaction, Retail Sales, Customer Service, Inventory Control, Inventory Management, Loss Prevention, Store Operations, Team Building, Visual Merchandising
Education
San Francisco State University 1970 — 1974
San Antonio College
Grandma Olson's Crocker Bank Experience
Job Retired at Crocker Bank
Industry Financial Services
Experience
Crocker Bank
Skills
Customer Service
Education
Dominican Convent 1945 — 1950
High School
Dominican High School 1945 — 1950
High School
College of Marin
Dominican Convet,high school. College of Marin off and on
Crocker Bank
Skills
Customer Service
Education
Dominican Convent 1945 — 1950
High School
Dominican High School 1945 — 1950
High School
College of Marin
Dominican Convet,high school. College of Marin off and on
allen scafati's Crocker Bank Experience June 1981 - June 1983
Job realtor/investor at Coldwell Banker Casa Bella Realtors
Industry Real Estate
Experience
Coldwell Banker Casa Bella Realtors May 1985 - Present
Nehi Record Distributor Inc April 1982 - April 1985
Crocker Bank June 1981 - June 1983
Education
Seton Hall University 1962 — 1969
Master of Business Administration (MBA), Economics & International Business
Immaculate Conception High School 1959 — 1962
Coldwell Banker Casa Bella Realtors May 1985 - Present
Nehi Record Distributor Inc April 1982 - April 1985
Crocker Bank June 1981 - June 1983
Education
Seton Hall University 1962 — 1969
Master of Business Administration (MBA), Economics & International Business
Immaculate Conception High School 1959 — 1962