Exchange Bank
Description
Headquarters: Santa Rosa, CA CEO: Gary Hartwick Chief credit officer: Mike Sullivan Chief investment officer: Greg Jahn Parent organization: Frank P. Doyle Trust, Article IX Executive vice president: Greg Jahn, Troy Sanderson, Mike Sullivan
Exchange Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Exchange Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Exchange Bank Salaries. You can even request information on how much does Exchange Bank pay if you want to. Learn about salaries, pros and cons of working for Exchange Bank directly from the past employees.
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206 Exchange Bank employees in database. Find out everything there's to know about Exchange 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.
Exchange Bank Employees
Employee
Years
Job
Industry
John Matli John Matli's Exchange Bank Experience July 2005 - Present
Job Vice President & Manager at Exchange Bank
Industry Banking
Experience
Exchange Bank July 2005 - Present
Skills
Team Building, Banking, Credit, Portfolio Management, Commercial Lending, Loans, Microsoft Office, Small Business Lending, Small Business, Investments, Customer Service
Education
CSU Chico
Bacherlor of Science, Business Administration
Exchange Bank July 2005 - Present
Skills
Team Building, Banking, Credit, Portfolio Management, Commercial Lending, Loans, Microsoft Office, Small Business Lending, Small Business, Investments, Customer Service
Education
CSU Chico
Bacherlor of Science, Business Administration
Chelsea Anderson Chelsea Anderson's Exchange Bank Experience June 2007 - February 2011
Job Event & Experience Specialist
Industry Hospitality
Experience
The Good Life Wine Collective August 2014 - Present
Jamieson Ranch Vineyards August 2012 - March 2014
Health Spa Napa Valley August 2011 - August 2012
Exchange Bank June 2007 - February 2011
Skills
Customer Service, Event Planning, Event Management, Microsoft Office, Social Networking, Sales, Public Relations, Training, Hospitality, Fundraising, Microsoft Word, Outlook, Microsoft Excel
Education
Lytles Redwood Empire Beauty College Inc 2011 — 2011
Certification of Completion, Esthetics studies
Sonoma State University 2004 — 2008
Bachelor of Arts, Communications, Public Relations emphasis
Napa High School 2000 — 2004
The Good Life Wine Collective August 2014 - Present
Jamieson Ranch Vineyards August 2012 - March 2014
Health Spa Napa Valley August 2011 - August 2012
Exchange Bank June 2007 - February 2011
Skills
Customer Service, Event Planning, Event Management, Microsoft Office, Social Networking, Sales, Public Relations, Training, Hospitality, Fundraising, Microsoft Word, Outlook, Microsoft Excel
Education
Lytles Redwood Empire Beauty College Inc 2011 — 2011
Certification of Completion, Esthetics studies
Sonoma State University 2004 — 2008
Bachelor of Arts, Communications, Public Relations emphasis
Napa High School 2000 — 2004
Jennifer Picard Jennifer Picard's Exchange Bank Experience June 2009 - January 2010
Job Controller at Bike Monkey, Inc.
Industry Events Services
Experience
Bike Monkey, Inc. February 2010 - Present
The Leukemia & Lymphoma Society March 2010 - April 2011
Exchange Bank June 2009 - January 2010
Mike Brown Electric Co. September 1999 - May 2009
Skills
Payroll
Education
Sonoma State University 1994 — 1997
Bachelor of Science, Human Resources
College of Alameda 1991 — 1994
AA, General
Bike Monkey, Inc. February 2010 - Present
The Leukemia & Lymphoma Society March 2010 - April 2011
Exchange Bank June 2009 - January 2010
Mike Brown Electric Co. September 1999 - May 2009
Skills
Payroll
Education
Sonoma State University 1994 — 1997
Bachelor of Science, Human Resources
College of Alameda 1991 — 1994
AA, General
Trudy Jamieson Trudy Jamieson's Exchange Bank Experience July 1987 - April 2014
Job Retired Training Director at Exchange Bank
Industry Banking
Experience
Exchange Bank July 1987 - April 2014
Exchange Bank May 1983 - June 1987
Exchange Bank January 1981 - April 1983
Exchange Bank October 1974 - December 1980
Skills
Training, Risk Management, Customer Service, Banking, Strategic Planning, Strategy, Credit, Program Management, Leadership
Education
San Jose State University
Bachelor of Arts (BA), English
San Jose State University
Master of Arts (MA), Library Science
California Banking School
Exchange Bank July 1987 - April 2014
Exchange Bank May 1983 - June 1987
Exchange Bank January 1981 - April 1983
Exchange Bank October 1974 - December 1980
Skills
Training, Risk Management, Customer Service, Banking, Strategic Planning, Strategy, Credit, Program Management, Leadership
Education
San Jose State University
Bachelor of Arts (BA), English
San Jose State University
Master of Arts (MA), Library Science
California Banking School
Aaron McKenna Aaron McKenna's Exchange Bank Experience June 2013 - November 2013
Job Freelance Business Writer
Industry Writing and Editing
Experience
Writer February 2015 - Present
Business Website Center November 2013 - February 2015
Exchange Bank June 2013 - November 2013
Best Buy June 2006 - June 2013
W.A. Hynes & Co. June 2012 - December 2012
Skills
Writing, Music, Video Production, Singing, Project Management, Marketing Communications, Blogging, Website Development, SEO, Video Editing, Sales, Acting, Voice Acting, Hip-Hop Dance, Swing Dance, Digital Photography, Online Marketing, Copywriting, Marketing, Editing, Leadership
Education
Sonoma State University 2011 — 2013
Bachelor's degree, Communication and Media Studies
Santa Rosa Junior College 2005 — 2011
Music
J.X. Wilson Elementary School
Writer February 2015 - Present
Business Website Center November 2013 - February 2015
Exchange Bank June 2013 - November 2013
Best Buy June 2006 - June 2013
W.A. Hynes & Co. June 2012 - December 2012
Skills
Writing, Music, Video Production, Singing, Project Management, Marketing Communications, Blogging, Website Development, SEO, Video Editing, Sales, Acting, Voice Acting, Hip-Hop Dance, Swing Dance, Digital Photography, Online Marketing, Copywriting, Marketing, Editing, Leadership
Education
Sonoma State University 2011 — 2013
Bachelor's degree, Communication and Media Studies
Santa Rosa Junior College 2005 — 2011
Music
J.X. Wilson Elementary School
Valerie Andrews Valerie Andrews's Exchange Bank Experience March 2014 - January 2015
Job Advisor Assistant
Industry Financial Services
Experience
Waddell & Reed January 2015 - Present
Exchange Bank March 2014 - January 2015
BANK VI May 2007 - March 2014
Wells Fargo Financial July 2006 - May 2007
First Management Inc August 2004 - May 2006
Skills
Business Analysis, Process Improvement, Risk Management, Leadership, Team Leadership, Banking, Team Building, Sales, Strategic Planning, New Business Development, Sales Management, Business Strategy
Education
Kansas State University 2002 — 2006
BS, FINANCE
Ellis High School 1998 — 2002
Waddell & Reed January 2015 - Present
Exchange Bank March 2014 - January 2015
BANK VI May 2007 - March 2014
Wells Fargo Financial July 2006 - May 2007
First Management Inc August 2004 - May 2006
Skills
Business Analysis, Process Improvement, Risk Management, Leadership, Team Leadership, Banking, Team Building, Sales, Strategic Planning, New Business Development, Sales Management, Business Strategy
Education
Kansas State University 2002 — 2006
BS, FINANCE
Ellis High School 1998 — 2002
Chrissy Nelson's Exchange Bank Experience June 2001 - Present
Job
Industry Banking
Experience
Exchange Bank June 2001 - Present
Humbolt State University October 2001 - May 2003
Skills
Training, Customer Service, Employee Relations, Coaching, Performance Management, Banking, Public Speaking, Talent Management, Team Building, Loans, Microsoft Excel, Leadership, Strategic Planning, Sales, Leadership Development, Human Resources
Education
Humboldt State University 2001 — 2003
Bachelor of Arts (BA), Psychology
Humboldt State University 2001 — 2003
Bachelor of Arts (B.A.), Anthropology
Santa Rosa Junior College 1996 — 1998
Associate of Arts (AA)
Exchange Bank June 2001 - Present
Humbolt State University October 2001 - May 2003
Skills
Training, Customer Service, Employee Relations, Coaching, Performance Management, Banking, Public Speaking, Talent Management, Team Building, Loans, Microsoft Excel, Leadership, Strategic Planning, Sales, Leadership Development, Human Resources
Education
Humboldt State University 2001 — 2003
Bachelor of Arts (BA), Psychology
Humboldt State University 2001 — 2003
Bachelor of Arts (B.A.), Anthropology
Santa Rosa Junior College 1996 — 1998
Associate of Arts (AA)
Emily Menjou's Exchange Bank Experience April 2007 - Present
Job CTFA / Trust Officer
Industry Banking
Experience
Exchange Bank April 2007 - Present
Exchange Bank October 2002 - April 2007
Skills
Banking, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Risk Management, Estate Planning, Customer Service
Education
Golden Gate University 2012 — 2014
Taxation & Estate Planning
Cannon Financial Institute 2008 — 2010
Certified Trust & Financial Advisor, Personal Trust Administration
Sonoma State University 2005 — 2007
Business Administration, Finance
Santa Rosa Junior College 2002 — 2004
Associate of Arts
Exchange Bank April 2007 - Present
Exchange Bank October 2002 - April 2007
Skills
Banking, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Risk Management, Estate Planning, Customer Service
Education
Golden Gate University 2012 — 2014
Taxation & Estate Planning
Cannon Financial Institute 2008 — 2010
Certified Trust & Financial Advisor, Personal Trust Administration
Sonoma State University 2005 — 2007
Business Administration, Finance
Santa Rosa Junior College 2002 — 2004
Associate of Arts
Jaime Joseph's Exchange Bank Experience September 1996 - December 2003
Job Staffing Specialist at The Sullivan Group HR
Industry Human Resources
Experience
The Sullivan Group HR June 2014 - Present
Wells Fargo November 2013 - April 2014
University of Phoenix February 2008 - July 2013
University of Phoenix March 2007 - February 2008
WMGT January 2004 - March 2007
Exchange Bank September 1996 - December 2003
Skills
Admissions, Staff Development, Public Speaking, Leadership Development, Enrollment Management, Customer Service..., Sales Management, Strategic Planning, Coaching, Team Building, Microsoft Office, Business Coaching, Critical Thinking, Conflict Resolution, Multi Tasking, Career Development, Event Management, Career Counseling, Human Resources, Adult Education, Recruiting, Academic Advising, Student Development, Student Engagement, College Recruiting, Student Financial Aid, Dispute Resolution, Student Recruiting, Retaining Customers, Time Management, Training, Higher Education, Employee Training, Workshop Facilitation, Organizational..., Interviews, Student Counseling, Educational Leadership, Employee Relations, Performance Management, Applicant Tracking..., Employee Engagement, Customer Retention, Customer Service, Management, Leadership, Sales
Education
Georgia College and State University 1998 — 2004
Bachelor of Science (B.S.), Political Science and Government
The Sullivan Group HR June 2014 - Present
Wells Fargo November 2013 - April 2014
University of Phoenix February 2008 - July 2013
University of Phoenix March 2007 - February 2008
WMGT January 2004 - March 2007
Exchange Bank September 1996 - December 2003
Skills
Admissions, Staff Development, Public Speaking, Leadership Development, Enrollment Management, Customer Service..., Sales Management, Strategic Planning, Coaching, Team Building, Microsoft Office, Business Coaching, Critical Thinking, Conflict Resolution, Multi Tasking, Career Development, Event Management, Career Counseling, Human Resources, Adult Education, Recruiting, Academic Advising, Student Development, Student Engagement, College Recruiting, Student Financial Aid, Dispute Resolution, Student Recruiting, Retaining Customers, Time Management, Training, Higher Education, Employee Training, Workshop Facilitation, Organizational..., Interviews, Student Counseling, Educational Leadership, Employee Relations, Performance Management, Applicant Tracking..., Employee Engagement, Customer Retention, Customer Service, Management, Leadership, Sales
Education
Georgia College and State University 1998 — 2004
Bachelor of Science (B.S.), Political Science and Government
Ashley Olazar's Exchange Bank Experience November 2014 - Present
Job Senior Customer Representative at Exchange Bank
Industry Banking
Experience
Exchange Bank November 2014 - Present
Citi February 2013 - November 2014
Macy's November 2012 - March 2013
Law Offices of Len Tillem & Associates May 2006 - August 2012
Skills
Retail Banking, Banking, Loans, Credit Analysis, Commercial Banking, Consumer Lending, Credit, Financial Analysis, Portfolio Management, Mortgage Lending, Credit Risk, Cash Management, Credit Cards, Cross Selling, Investments, Home Equity Lines of..., Secured Financing, Customer Service, Gallup Strengths, Phone Etiquette, Cisco Technologies
Education
Empire College School of Law 2014 — 2018
Juris Doctor (J.D.), Criminal Law and Procedure
Sonoma State University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
Exchange Bank November 2014 - Present
Citi February 2013 - November 2014
Macy's November 2012 - March 2013
Law Offices of Len Tillem & Associates May 2006 - August 2012
Skills
Retail Banking, Banking, Loans, Credit Analysis, Commercial Banking, Consumer Lending, Credit, Financial Analysis, Portfolio Management, Mortgage Lending, Credit Risk, Cash Management, Credit Cards, Cross Selling, Investments, Home Equity Lines of..., Secured Financing, Customer Service, Gallup Strengths, Phone Etiquette, Cisco Technologies
Education
Empire College School of Law 2014 — 2018
Juris Doctor (J.D.), Criminal Law and Procedure
Sonoma State University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
Britt Cooper's Exchange Bank Experience July 2002 - September 2007
Job SVP, Business Development Officer
Industry Banking
Experience
Summit State Bank October 2011 - Present
Sonoma Bank September 2007 - October 2011
Exchange Bank July 2002 - September 2007
Wells Fargo Bank 1992 - 2000
Skills
Retail Banking, Team Building, Team Leadership, Team Management, Banking, Sales Management, Training, Credit Analysis, Credit Risk, Branch Management, Branch Administration, Branch Operation, Commercial Lending, Loans, Customer Service, Risk Management, Accounting, Asset Based Lending, Branch Banking, CRM, Cash Management, Commercial Mortgages, Commercial Banking, Consumer Lending, Credit, Cross Selling, Deposits, Finance, Financial Analysis, Financial Institutions, Financial Risk, Investments, Leadership, Lines Of Credit, Loan Origination, Mortgage Lending, Management, Portfolio Management, Private Banking, SBA, Relationship Management, Small Business, Sales, Small Business Lending, Underwriting, Business Development, Financial Services
Education
Pacific Coast Banking School 2007 — 2009
Graduate, Pacific Coast Banking School, University of Washington, Seattle, WA 2009, Banking
University of San Francisco 2003 — 2004
M.A. Degree, Organizational Development & Human Resources
California State University-Sacramento 1977 — 1981
B.A. Degree, Geography
Summit State Bank October 2011 - Present
Sonoma Bank September 2007 - October 2011
Exchange Bank July 2002 - September 2007
Wells Fargo Bank 1992 - 2000
Skills
Retail Banking, Team Building, Team Leadership, Team Management, Banking, Sales Management, Training, Credit Analysis, Credit Risk, Branch Management, Branch Administration, Branch Operation, Commercial Lending, Loans, Customer Service, Risk Management, Accounting, Asset Based Lending, Branch Banking, CRM, Cash Management, Commercial Mortgages, Commercial Banking, Consumer Lending, Credit, Cross Selling, Deposits, Finance, Financial Analysis, Financial Institutions, Financial Risk, Investments, Leadership, Lines Of Credit, Loan Origination, Mortgage Lending, Management, Portfolio Management, Private Banking, SBA, Relationship Management, Small Business, Sales, Small Business Lending, Underwriting, Business Development, Financial Services
Education
Pacific Coast Banking School 2007 — 2009
Graduate, Pacific Coast Banking School, University of Washington, Seattle, WA 2009, Banking
University of San Francisco 2003 — 2004
M.A. Degree, Organizational Development & Human Resources
California State University-Sacramento 1977 — 1981
B.A. Degree, Geography
Jason Hinde Jason Hinde's Exchange Bank Experience November 2014 - Present
Job Vice President: Wine Industry Lending, Real Estate, C&I, Business Development
Industry Banking
Experience
Exchange Bank November 2014 - Present
Mechanics Bank September 2005 - October 2014
Silicon Valley Bank June 1998 - August 2005
IBM January 1996 - June 1998
Skills
Commercial Lending, Credit Analysis, Private Banking, Real Estate Lending, Wine & Spirits Industry, Asset Based Lending, Agricultural Lending, Commercial Lines, Acquistion, Equipment Loans, Early-stage Startups, Small Business Lending, Mergers & Acquisitions, Commercial Banking, Lines Of Credit, Credit, Banking, Portfolio Management, Risk Management
Education
San Jose State University 1995 — 1998
Bachelor of Business Administration (BBA), Finance and Investments
Cabrillo College 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Soquel High
Exchange Bank November 2014 - Present
Mechanics Bank September 2005 - October 2014
Silicon Valley Bank June 1998 - August 2005
IBM January 1996 - June 1998
Skills
Commercial Lending, Credit Analysis, Private Banking, Real Estate Lending, Wine & Spirits Industry, Asset Based Lending, Agricultural Lending, Commercial Lines, Acquistion, Equipment Loans, Early-stage Startups, Small Business Lending, Mergers & Acquisitions, Commercial Banking, Lines Of Credit, Credit, Banking, Portfolio Management, Risk Management
Education
San Jose State University 1995 — 1998
Bachelor of Business Administration (BBA), Finance and Investments
Cabrillo College 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Soquel High
David Cornett David Cornett's Exchange Bank Experience October 2012 - August 2014
Job Health Care Administation
Industry Hospital & Health Care
Experience
U.S. Department of Veterans Affairs August 2014 - Present
US Navy Reserve July 2012 - Present
Exchange Bank October 2012 - August 2014
Northwestern Memorial Hospital August 2010 - July 2012
US Navy July 2004 - July 2009
Skills
Hospitals, Emergency Medicine, Healthcare Management, Navy, Cpr Certified, Military, Military Experience, Security Clearance, HIPAA, Organizational..., Critical Thinking, Leadership, Microsoft Office, Public Health, Training, CPR Certified, Government, Healthcare, Command, Community Outreach
Education
Golden Gate University 2015 — 2019
Doctor of Law (J.D.)
DeVry University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
The George Washington University
Associate of Science (A.S.), Health Services/Allied Health/Health Sciences, General
U.S. Department of Veterans Affairs August 2014 - Present
US Navy Reserve July 2012 - Present
Exchange Bank October 2012 - August 2014
Northwestern Memorial Hospital August 2010 - July 2012
US Navy July 2004 - July 2009
Skills
Hospitals, Emergency Medicine, Healthcare Management, Navy, Cpr Certified, Military, Military Experience, Security Clearance, HIPAA, Organizational..., Critical Thinking, Leadership, Microsoft Office, Public Health, Training, CPR Certified, Government, Healthcare, Command, Community Outreach
Education
Golden Gate University 2015 — 2019
Doctor of Law (J.D.)
DeVry University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
The George Washington University
Associate of Science (A.S.), Health Services/Allied Health/Health Sciences, General
Dana O'Halloran's Exchange Bank Experience May 1989 - Present
Job AVP/Branch Manager Exchange Bank
Industry Banking
Experience
Exchange Bank May 1989 - Present
Exchange Bank January 1989 - Present
Mentor Me Petaluma February 2007 - March 2011
Skills
Banking, Sales Management, Human Resources, Financial Analysis, Customer Service, Small Business Lending, Business Development, Sales, Loans, Finance, Portfolio Management, New Business Development, Analysis, Commercial Lending, Credit, Leadership
Education
Santa Rosa Junior College 1986 — 1989
University of Life, HUMAN RELATIONS/Business
Santa Rosa Junior College 1986 — 1989
General Education/Advanced Composition/Retail Merchandising/ Consumer Lending/Human Relations
Casa Grande High School
Santa Rosa Junior College
Exchange Bank May 1989 - Present
Exchange Bank January 1989 - Present
Mentor Me Petaluma February 2007 - March 2011
Skills
Banking, Sales Management, Human Resources, Financial Analysis, Customer Service, Small Business Lending, Business Development, Sales, Loans, Finance, Portfolio Management, New Business Development, Analysis, Commercial Lending, Credit, Leadership
Education
Santa Rosa Junior College 1986 — 1989
University of Life, HUMAN RELATIONS/Business
Santa Rosa Junior College 1986 — 1989
General Education/Advanced Composition/Retail Merchandising/ Consumer Lending/Human Relations
Casa Grande High School
Santa Rosa Junior College
Clemencia Flores Clemencia Flores's Exchange Bank Experience November 2007 - May 2010
Job Customer Service Specialist at Sonoma National Bank
Industry Banking
Experience
Sonoma National Bank November 2011 - Present
Exchange Bank November 2007 - May 2010
Skills
Customer Service, Banking, Credit, Retail Banking, Microsoft Office, Management, Sales, Financial Analysis, Microsoft Word, Commercial Banking
Education
Sonoma State University 2007 — 2009
General Education, Business Administration and Management, General
Santa Rosa Junior College
General Education, Transfer to SSU
Sonoma National Bank November 2011 - Present
Exchange Bank November 2007 - May 2010
Skills
Customer Service, Banking, Credit, Retail Banking, Microsoft Office, Management, Sales, Financial Analysis, Microsoft Word, Commercial Banking
Education
Sonoma State University 2007 — 2009
General Education, Business Administration and Management, General
Santa Rosa Junior College
General Education, Transfer to SSU
Joshua Vannetti, CPA, CVA Joshua Vannetti, CPA, CVA's Exchange Bank Experience August 2005 - August 2008
Job Forensic Accounting and Business Valuation at Vantage Point Advisors, Inc.
Industry Financial Services
Experience
Vantage Point Advisors, Inc. June 2014 - Present
RGL Forensics March 2009 - May 2014
Exchange Bank August 2005 - August 2008
Skills
Business Interruption, Asset Tracing, Forensic Accounting, Accounting, Financial Analysis, CPA, Fraud, Litigation Support, Accounts Payable, Insurance, Financial Statements, Analysis, Financial Reporting, GAAP, Finance, Business Valuation
Education
San Diego State University-California State University
BS, Accounting
Vantage Point Advisors, Inc. June 2014 - Present
RGL Forensics March 2009 - May 2014
Exchange Bank August 2005 - August 2008
Skills
Business Interruption, Asset Tracing, Forensic Accounting, Accounting, Financial Analysis, CPA, Fraud, Litigation Support, Accounts Payable, Insurance, Financial Statements, Analysis, Financial Reporting, GAAP, Finance, Business Valuation
Education
San Diego State University-California State University
BS, Accounting
Christie Phillips's Exchange Bank Experience June 1997 - March 2011
Job Facilities Coordinator at Triumph Aerostructures Vought Aircraft Division
Industry Aviation & Aerospace
Experience
Triumph Aerostructures - Vought Aircraft Division October 2011 - Present
Exchange Bank June 1997 - March 2011
Skills
Business analysis,..., Aerospace, Microsoft Excel, Project Planning, Leadership, Aircraft, Team Leadership, Budgets, Team Building, Event Planning, Aviation, Maintenance & Repair, Six Sigma, Lean Manufacturing, Contract Negotiation, Supply Chain Management, Negotiation, New Business Development, Microsoft Word
Education
Liberty University 2013 — 2015
Bachelor's Degree, Business Administration, Management and Operations
The University of Georgia 2003 — 2005
Georgia Bankers Association, Banking Degree
GC&SU 1992 — 1996
Associate of Arts and Sciences (A.A.S.), Mathematics
Triumph Aerostructures - Vought Aircraft Division October 2011 - Present
Exchange Bank June 1997 - March 2011
Skills
Business analysis,..., Aerospace, Microsoft Excel, Project Planning, Leadership, Aircraft, Team Leadership, Budgets, Team Building, Event Planning, Aviation, Maintenance & Repair, Six Sigma, Lean Manufacturing, Contract Negotiation, Supply Chain Management, Negotiation, New Business Development, Microsoft Word
Education
Liberty University 2013 — 2015
Bachelor's Degree, Business Administration, Management and Operations
The University of Georgia 2003 — 2005
Georgia Bankers Association, Banking Degree
GC&SU 1992 — 1996
Associate of Arts and Sciences (A.A.S.), Mathematics
Debbie Kelley Debbie Kelley's Exchange Bank Experience September 2009 - January 2014
Job Executive Vice President Wealth Management
Industry Banking
Experience
Mechanics Bank January 2014 - Present
Exchange Bank September 2009 - January 2014
Wells Fargo Bank September 2007 - August 2009
Exchange Bank 2003 - 2007
Skills
Private Banking, Asset Management, High Net Worth..., Estate Planning, CPA, Retirement Planning, Commercial Lending, Loans, Trust Services, Wealth Management, Investment Management, Trusts, Finance, Wealth Management..., Personal Financial..., Investments, Portfolio Management, Banking, Financial Planning, Strategic Financial...
Education
Pacific Coast Banking School 2006 — 2008
Graduate Certificate, Leadership and Management Education
Golden Gate University 2000 — 2003
Master of Science, Taxation
Mechanics Bank January 2014 - Present
Exchange Bank September 2009 - January 2014
Wells Fargo Bank September 2007 - August 2009
Exchange Bank 2003 - 2007
Skills
Private Banking, Asset Management, High Net Worth..., Estate Planning, CPA, Retirement Planning, Commercial Lending, Loans, Trust Services, Wealth Management, Investment Management, Trusts, Finance, Wealth Management..., Personal Financial..., Investments, Portfolio Management, Banking, Financial Planning, Strategic Financial...
Education
Pacific Coast Banking School 2006 — 2008
Graduate Certificate, Leadership and Management Education
Golden Gate University 2000 — 2003
Master of Science, Taxation
Andrea Lifto Andrea Lifto's Exchange Bank Experience March 2012 - Present
Job Branch Service Manager at Exchange Bank
Industry Banking
Experience
Exchange Bank March 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Social Media
Education
Santa Rosa Junior College 2009 — 2013
Associate of Arts (AA), Business Administration and Management, General
Sonoma State University
Exchange Bank March 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Social Media
Education
Santa Rosa Junior College 2009 — 2013
Associate of Arts (AA), Business Administration and Management, General
Sonoma State University
Rick Gorman Rick Gorman's Exchange Bank Experience March 2014 - Present
Job Vice President / Branch Manager at Exchange Bank
Industry Financial Services
Experience
Exchange Bank March 2014 - Present
Bank of Marin April 2013 - January 2014
Wells Fargo Bank January 2008 - April 2013
Westamerica Bank 2007 - 2008
Aligned Growth Partners, LLC, advisors to Boards of Directors and Management 2005 - 2007
Summit Bancorporation 1988 - 1995
Ocean National Bank January 1993 - October 1994
Skills
Banking, Negotiation, Budgets, Commercial Lending, Risk Management, Process Improvement
Education
Rider University
BS, Accounting
Seton Hall University
MS, Taxation
Exchange Bank March 2014 - Present
Bank of Marin April 2013 - January 2014
Wells Fargo Bank January 2008 - April 2013
Westamerica Bank 2007 - 2008
Aligned Growth Partners, LLC, advisors to Boards of Directors and Management 2005 - 2007
Summit Bancorporation 1988 - 1995
Ocean National Bank January 1993 - October 1994
Skills
Banking, Negotiation, Budgets, Commercial Lending, Risk Management, Process Improvement
Education
Rider University
BS, Accounting
Seton Hall University
MS, Taxation
Stoney Newton Stoney Newton's Exchange Bank Experience January 2007 - January 2012
Job Vice President, Client Manager, Global Commercial Banking, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Citi August 2014 - November 2014
New York Life Insurance Company December 2012 - August 2014
Exchange Bank January 2007 - January 2012
Redwood Credit Union January 2005 - January 2007
Washington Mutual January 2000 - January 2005
Skills
Coaching, Employee Relations, Customer Relations, Risk Management, Managed portfolio of..., Commercial Lending, Commercial Banking, New Business Development, Sales, Operations, Banking, Customer Service, Management, Underwriting, Insurance, Leadership, Business Planning, Strategic Financial..., Retirement Planning, Analysis, Training, Team Building, Business Analysis, Project Management, Finance, Investments, Credit, Business Development, Sales Management, Loans, Business Strategy, Accounting, Marketing, Strategic Planning, Small Business, Mortgage Lending, Budgets, Employee Training, Portfolio Management, Employee Benefits, Auditing, Financial Analysis, Wealth Management, Process Improvement, Mortgage Banking, Executive Management, Real Estate, Mergers & Acquisitions, Mutual Funds, Start-ups
Education
Golden Gate University 2011 — 2012
Master of Business Administration (MBA), Golden Gate University, San Francisco, Business Management
California State University-Chico 2000 — 2002
Bachelor of Science, Business
Bank of America Merrill Lynch November 2014 - Present
Citi August 2014 - November 2014
New York Life Insurance Company December 2012 - August 2014
Exchange Bank January 2007 - January 2012
Redwood Credit Union January 2005 - January 2007
Washington Mutual January 2000 - January 2005
Skills
Coaching, Employee Relations, Customer Relations, Risk Management, Managed portfolio of..., Commercial Lending, Commercial Banking, New Business Development, Sales, Operations, Banking, Customer Service, Management, Underwriting, Insurance, Leadership, Business Planning, Strategic Financial..., Retirement Planning, Analysis, Training, Team Building, Business Analysis, Project Management, Finance, Investments, Credit, Business Development, Sales Management, Loans, Business Strategy, Accounting, Marketing, Strategic Planning, Small Business, Mortgage Lending, Budgets, Employee Training, Portfolio Management, Employee Benefits, Auditing, Financial Analysis, Wealth Management, Process Improvement, Mortgage Banking, Executive Management, Real Estate, Mergers & Acquisitions, Mutual Funds, Start-ups
Education
Golden Gate University 2011 — 2012
Master of Business Administration (MBA), Golden Gate University, San Francisco, Business Management
California State University-Chico 2000 — 2002
Bachelor of Science, Business
Todd Dierdorff Todd Dierdorff's Exchange Bank Experience May 2003 - August 2007
Job Amnet Account Executive / business development all around good guy. Oathkeeper. Survivor.
Industry Information Technology and Services
Experience
Amnet May 2011 - Present
California Family Fitness August 2010 - May 2011
Imperial Capital Bancorp, Inc. and Imperial Capital Bank August 2007 - August 2008
Exchange Bank May 2003 - August 2007
First Bank May 1996 - April 2003
Commerce Security Bank September 1985 - February 1995
Founders Title Company 1976 - 1980
United States Air Force December 1967 - December 1971
Skills
IT Service Delivery, Service Desk Management, Business Technology, Technology Needs..., Network Optimization, IT Risk Management, Technology Planning, Strategic Technology..., CIO Advisory Services, IT Solutions, Information Technology, Computer Security, Penetration Testing, Vulnerability Scanning, System Monitoring, Proactive Monitoring, Microsoft Technologies, Microsoft..., Infrastructure..., Cloud-based, Cloud Applications, Cloud Consulting, Cloud Security, Network Security, Vulnerability Assessment, Web Application Security, Networking, Military Experience, Entrepreneurship, Military, CRM, Team Building, Small Business, Leadership, Business Development, Finance, Customer Service, Loans, Real Estate, Security, Management, Strategic Leadership, Disaster Recovery, Commercial Real Estate, Executive Management, Sales, Training, Social Networking, Customer Satisfaction, Strategic Partnerships
Education
California State University-Sacramento 1977 — 1980
MBA, Business Administration
California State University, Sacramento 1974 — 1976
Bachelor of Science, Business Administration, Real Estate, Finance, Management
Napa Community College 1973 — 1974
AA, General
Sunnyside High School 1963 — 1966
High School studies
Amnet May 2011 - Present
California Family Fitness August 2010 - May 2011
Imperial Capital Bancorp, Inc. and Imperial Capital Bank August 2007 - August 2008
Exchange Bank May 2003 - August 2007
First Bank May 1996 - April 2003
Commerce Security Bank September 1985 - February 1995
Founders Title Company 1976 - 1980
United States Air Force December 1967 - December 1971
Skills
IT Service Delivery, Service Desk Management, Business Technology, Technology Needs..., Network Optimization, IT Risk Management, Technology Planning, Strategic Technology..., CIO Advisory Services, IT Solutions, Information Technology, Computer Security, Penetration Testing, Vulnerability Scanning, System Monitoring, Proactive Monitoring, Microsoft Technologies, Microsoft..., Infrastructure..., Cloud-based, Cloud Applications, Cloud Consulting, Cloud Security, Network Security, Vulnerability Assessment, Web Application Security, Networking, Military Experience, Entrepreneurship, Military, CRM, Team Building, Small Business, Leadership, Business Development, Finance, Customer Service, Loans, Real Estate, Security, Management, Strategic Leadership, Disaster Recovery, Commercial Real Estate, Executive Management, Sales, Training, Social Networking, Customer Satisfaction, Strategic Partnerships
Education
California State University-Sacramento 1977 — 1980
MBA, Business Administration
California State University, Sacramento 1974 — 1976
Bachelor of Science, Business Administration, Real Estate, Finance, Management
Napa Community College 1973 — 1974
AA, General
Sunnyside High School 1963 — 1966
High School studies
Mark Keating, CFP®'s Exchange Bank Experience April 2006 - January 2008
Job Wealth Manager at Willow Creek Wealth Management
Industry Financial Services
Experience
Willow Creek Wealth Management, Inc. January 2008 - Present
Exchange Bank April 2006 - January 2008
Wells Fargo Securities January 2002 - August 2005
WR Hambrecht + Co April 2000 - December 2001
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Managment, Securities, Equities, Financial Analysis, Bonds, Wealth Management, Retirement Planning, Investment Advisory, Equity Trading, Trading, Capital Markets
Education
Santa Clara University 1993 — 1997
Bachelor of Science, Accounting
Cardinal Newman High School 1989 — 1993
Willow Creek Wealth Management, Inc. January 2008 - Present
Exchange Bank April 2006 - January 2008
Wells Fargo Securities January 2002 - August 2005
WR Hambrecht + Co April 2000 - December 2001
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Managment, Securities, Equities, Financial Analysis, Bonds, Wealth Management, Retirement Planning, Investment Advisory, Equity Trading, Trading, Capital Markets
Education
Santa Clara University 1993 — 1997
Bachelor of Science, Accounting
Cardinal Newman High School 1989 — 1993
Violeta Vassallo Violeta Vassallo's Exchange Bank Experience April 2012 - August 2014
Job Ygrene Energy Fund
Industry Financial Services
Experience
Ygrene Energy Fund August 2014 - Present
Exchange Bank April 2012 - August 2014
Mason McDuffie dba Prudential Ca Realty July 2007 - May 2011
Residential Mortgage Capital dba First Security Loans October 2004 - July 2007
Skills
Leadership, Non-profit..., Project Coordination, Mortgage Lending, Excellent..., Team Building, Loans, Fluent in Spanish, Real Estate, Microsoft Excel, Commercial Lending, Underwriting, Credit, Financial Analysis, Customer Service, Investment Properties, Sales, Mortgage Banking, Banking, Management, Finance, Microsoft Word, Marketing, Residential Homes, Short Sales, Real Estate Transactions, Referrals, Loan Origination, REO, Sellers, Credit Analysis, Refinance, Small Business Lending, Residential Mortgages, Data Analysis, PowerPoint, Foreclosures, Strong Sales Experience, Polished Clerical Skills, Experienced Bookkeeper, Word, Excel, Calyx, Professional Phone..., Real Estate Economics, Sales Operations, PACE Program, Solar Energy, Commercial Contracts
Education
Empire College School of Business 1997 — 1998
Associate's degree, Medical Assisting
Mortgage University
NAMU-CMMU, Mortgage Underwriting
Santa Rosa Junior College
Spanish, Business Management & Spanish
Ygrene Energy Fund August 2014 - Present
Exchange Bank April 2012 - August 2014
Mason McDuffie dba Prudential Ca Realty July 2007 - May 2011
Residential Mortgage Capital dba First Security Loans October 2004 - July 2007
Skills
Leadership, Non-profit..., Project Coordination, Mortgage Lending, Excellent..., Team Building, Loans, Fluent in Spanish, Real Estate, Microsoft Excel, Commercial Lending, Underwriting, Credit, Financial Analysis, Customer Service, Investment Properties, Sales, Mortgage Banking, Banking, Management, Finance, Microsoft Word, Marketing, Residential Homes, Short Sales, Real Estate Transactions, Referrals, Loan Origination, REO, Sellers, Credit Analysis, Refinance, Small Business Lending, Residential Mortgages, Data Analysis, PowerPoint, Foreclosures, Strong Sales Experience, Polished Clerical Skills, Experienced Bookkeeper, Word, Excel, Calyx, Professional Phone..., Real Estate Economics, Sales Operations, PACE Program, Solar Energy, Commercial Contracts
Education
Empire College School of Business 1997 — 1998
Associate's degree, Medical Assisting
Mortgage University
NAMU-CMMU, Mortgage Underwriting
Santa Rosa Junior College
Spanish, Business Management & Spanish
Brandon Walker Brandon Walker's Exchange Bank Experience July 2005 - May 2008
Job State Board of Equalization
Industry Government Administration
Experience
State Board of Equalization September 2012 - Present
Managed Risk Medical Insurance Board July 2010 - August 2012
Department of General Services July 2008 - June 2010
Exchange Bank July 2005 - May 2008
Polly Klaas Foundation Safety Fair January 2001 - January 2002
Skills
Microsoft Office, Banking, PowerPoint, Excel, Access, Word, 10 Key, Microsoft Excel, Time Management, Government, Microsoft Word, Customer Service, Management, Outlook
Education
California State University-Sacramento 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
University of California, Irvine 2002 — 2004
State Board of Equalization September 2012 - Present
Managed Risk Medical Insurance Board July 2010 - August 2012
Department of General Services July 2008 - June 2010
Exchange Bank July 2005 - May 2008
Polly Klaas Foundation Safety Fair January 2001 - January 2002
Skills
Microsoft Office, Banking, PowerPoint, Excel, Access, Word, 10 Key, Microsoft Excel, Time Management, Government, Microsoft Word, Customer Service, Management, Outlook
Education
California State University-Sacramento 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
University of California, Irvine 2002 — 2004
Adela Castelain Adela Castelain's Exchange Bank Experience December 2013 - May 2014
Job Multiple subject teaching credential student.
Industry Higher Education
Experience
JC Fiolet Transports July 2014 - June 2015
Exchange Bank December 2013 - May 2014
BNP Paribas Personal Finance October 2006 - October 2011
Ministère de l'éducation nationale (France) October 2005 - April 2006
Friends of Cancer Research September 2004 - May 2005
Gastroenterologists of Sonoma County January 2000 - December 2002
Millennium Gloucester Hotel August 1999 - December 1999
Skills
Administration, Teamwork, Customer Service, Banking, Insurance, Social Media, Social Networking, Outlook, Organizing, PowerPoint, Quality, Research, Real Estate, Risk Management, Team Building, Word, typing, English, Spanish, French, Facebook
Education
Sonoma State University 2015 — 2017
Teaching Credential, Teacher Education, Multiple Levels
The George Washington University 2003 — 2005
Bachelor of Arts, International Affairs & French Language and Literature
Institut d'Etudes politiques de Paris / Sciences Po Paris 2004 — 2004
Sciences Politiques
Santa Rosa Junior College 1998 — 2002
Associate of Arts (AA), General Studies
JC Fiolet Transports July 2014 - June 2015
Exchange Bank December 2013 - May 2014
BNP Paribas Personal Finance October 2006 - October 2011
Ministère de l'éducation nationale (France) October 2005 - April 2006
Friends of Cancer Research September 2004 - May 2005
Gastroenterologists of Sonoma County January 2000 - December 2002
Millennium Gloucester Hotel August 1999 - December 1999
Skills
Administration, Teamwork, Customer Service, Banking, Insurance, Social Media, Social Networking, Outlook, Organizing, PowerPoint, Quality, Research, Real Estate, Risk Management, Team Building, Word, typing, English, Spanish, French, Facebook
Education
Sonoma State University 2015 — 2017
Teaching Credential, Teacher Education, Multiple Levels
The George Washington University 2003 — 2005
Bachelor of Arts, International Affairs & French Language and Literature
Institut d'Etudes politiques de Paris / Sciences Po Paris 2004 — 2004
Sciences Politiques
Santa Rosa Junior College 1998 — 2002
Associate of Arts (AA), General Studies
Patricia Seffens Patricia Seffens's Exchange Bank Experience November 2005 - April 2006
Job Police Officer at City of Santa Rosa
Industry Government Administration
Experience
San Miguel Charter School January 2014 - Present
City of Santa Rosa August 2006 - Present
Exchange Bank November 2005 - April 2006
United States Army Reserve 2001 - 2006
Heffernan Insurance Brokers 2002 - 2005
Exchange Bank 1998 - 2002
Skills
Leadership, Customer Service, Public Speaking, Government, Policy, Community Outreach, Leadership Development, Training, PowerPoint, Microsoft Word, Microsoft Office, Research, Team Building, Outlook, Employee Training, Investigative Research, Military, Police
Education
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Santa Rosa Junior College 1997 — 2000
Associate of Arts (A.A.), General Studies
California Coast University
Master of Education (M.Ed.), Educational Leadership and Administration, General
San Miguel Charter School January 2014 - Present
City of Santa Rosa August 2006 - Present
Exchange Bank November 2005 - April 2006
United States Army Reserve 2001 - 2006
Heffernan Insurance Brokers 2002 - 2005
Exchange Bank 1998 - 2002
Skills
Leadership, Customer Service, Public Speaking, Government, Policy, Community Outreach, Leadership Development, Training, PowerPoint, Microsoft Word, Microsoft Office, Research, Team Building, Outlook, Employee Training, Investigative Research, Military, Police
Education
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Santa Rosa Junior College 1997 — 2000
Associate of Arts (A.A.), General Studies
California Coast University
Master of Education (M.Ed.), Educational Leadership and Administration, General
Jordynn Keating's Exchange Bank Experience June 2012 - September 2012
Job Office Manager at Pacific Private Money
Industry Financial Services
Experience
Pacific Private Money September 2012 - Present
Exchange Bank June 2012 - September 2012
Exchange Bank August 2011 - May 2012
Skills
Customer Service, Mortgage Lending, PowerPoint, Microsoft Excel, Loans, Social Media Marketing, Marketing, Office Administration, Leadership, Customer Satisfaction, Banking, Financial Analysis, Outlook, Time Management
Education
Sonoma State University 2010 — 2012
Bachelor of Science (B.S.), Business Administration
Santa Rosa Junior College 2007 — 2010
Business Administration
Marin Catholic
Pacific Private Money September 2012 - Present
Exchange Bank June 2012 - September 2012
Exchange Bank August 2011 - May 2012
Skills
Customer Service, Mortgage Lending, PowerPoint, Microsoft Excel, Loans, Social Media Marketing, Marketing, Office Administration, Leadership, Customer Satisfaction, Banking, Financial Analysis, Outlook, Time Management
Education
Sonoma State University 2010 — 2012
Bachelor of Science (B.S.), Business Administration
Santa Rosa Junior College 2007 — 2010
Business Administration
Marin Catholic
Hana Camilleri Hana Camilleri's Exchange Bank Experience October 2012 - Present
Job BSA/AML Specialist at Exchange Bank
Industry Banking
Experience
Exchange Bank October 2012 - Present
Skills
Banking, Training, Financial Risk, Risk Management, Customer Service
Education
Sonoma State University 2004 — 2007
B.A
Santa Rosa Junior College
Exchange Bank October 2012 - Present
Skills
Banking, Training, Financial Risk, Risk Management, Customer Service
Education
Sonoma State University 2004 — 2007
B.A
Santa Rosa Junior College
Duane Jacobsen Duane Jacobsen's Exchange Bank Experience March 2002 - May 2008
Job Consumer Representative at OPTIO Solutions, LLC
Industry Computer Software
Experience
OPTIO Solutions, LLC 2009 - Present
Renaisance Productions March 2004 - December 2011
Exchange Bank March 2002 - May 2008
Gore Tech & Ubi-Soft April 2000 - August 2001
Agbayani Inc April 1997 - February 2000
Skills
Microsoft Office, Word, Customer Service, Excel, Access, Team Leadership, Customer Relations, Coaching, Accounts Receivable, Problem Solving, Outlook, Credit, PowerPoint, Administration, Process Improvement, Call Center, Public Speaking, Call Centers, Negotiation, Microsoft Excel, Leadership, Management, Team Building, Social Networking
Education
Casa Grande High School
Diploma
Santa Rosa Junior College
OPTIO Solutions, LLC 2009 - Present
Renaisance Productions March 2004 - December 2011
Exchange Bank March 2002 - May 2008
Gore Tech & Ubi-Soft April 2000 - August 2001
Agbayani Inc April 1997 - February 2000
Skills
Microsoft Office, Word, Customer Service, Excel, Access, Team Leadership, Customer Relations, Coaching, Accounts Receivable, Problem Solving, Outlook, Credit, PowerPoint, Administration, Process Improvement, Call Center, Public Speaking, Call Centers, Negotiation, Microsoft Excel, Leadership, Management, Team Building, Social Networking
Education
Casa Grande High School
Diploma
Santa Rosa Junior College
Diana Benedict Diana Benedict's Exchange Bank Experience December 2010 - February 2014
Job Loan Operations Specialist at SoFi
Industry Banking
Experience
SoFi January 2015 - Present
Exchange Bank December 2010 - February 2014
Sterling Savings Bank, dba Sonoma Bank October 2009 - December 2010
North Valley Bank November 2008 - August 2009
First Community Bank (FCB) November 2004 - October 2008
Exchange Bank November 2000 - October 2004
The Pathways Group November 1999 - November 2000
Brookstone Telecom/Construction August 1997 - October 1999
Skills
Loans, Financial Analysis, Bookkeeping, Administrative..., Contract Management, Credit, Credit Analysis, Commercial Lending, Underwriting, Portfolio Management, Analysis
Education
American River College
Business Women's Institute
Universal Accounting Systems
Sacramento City College
SoFi January 2015 - Present
Exchange Bank December 2010 - February 2014
Sterling Savings Bank, dba Sonoma Bank October 2009 - December 2010
North Valley Bank November 2008 - August 2009
First Community Bank (FCB) November 2004 - October 2008
Exchange Bank November 2000 - October 2004
The Pathways Group November 1999 - November 2000
Brookstone Telecom/Construction August 1997 - October 1999
Skills
Loans, Financial Analysis, Bookkeeping, Administrative..., Contract Management, Credit, Credit Analysis, Commercial Lending, Underwriting, Portfolio Management, Analysis
Education
American River College
Business Women's Institute
Universal Accounting Systems
Sacramento City College
Shona Martin Shona Martin's Exchange Bank Experience August 2001 - December 2004
Job Accountant/HR & Benefits Admin at M.A. Silva USA
Industry Accounting
Experience
M.A. Silva Corks, USA July 2008 - Present
Accountemps August 2006 - April 2007
Exchange Bank August 2001 - December 2004
Calliope Designs, Inc April 1989 - December 1993
Skills
Accounts Receivable, General Ledger, Account Reconciliation, Accounts Payable, Bank Reconciliation, Payroll, Management, Accounting
Education
Heald College 2000 — 2001
A.A.S., Accounting
M.A. Silva Corks, USA July 2008 - Present
Accountemps August 2006 - April 2007
Exchange Bank August 2001 - December 2004
Calliope Designs, Inc April 1989 - December 1993
Skills
Accounts Receivable, General Ledger, Account Reconciliation, Accounts Payable, Bank Reconciliation, Payroll, Management, Accounting
Education
Heald College 2000 — 2001
A.A.S., Accounting
Diana Angell Diana Angell's Exchange Bank Experience June 2001 - Present
Job VP & Trust Officer at Exchange Bank
Industry Banking
Experience
Exchange Bank June 2001 - Present
North American Title Company December 1991 - May 2001
North American Title 1987 - 2001
Skills
CTFA, Fiduciary, Investments, Estate Planning, Trust Services, Portfolio Management, Banking, Charitable Trusts, Trust Management, Fiduciary Services, Wealth Management, High Net Worth..., Wealth Management..., Strategic Financial..., Loans, Financial Risk
Education
Sonoma State University 2008 — 2013
BS, Business - Special Concentration (Law, Finance, Investment, Sales, Gift & Estate Tax Planning), Magna Cum Laude
Santa Rosa Junior College 2002 — 2007
Associate of Arts (AA), 4-year transfer
Exchange Bank June 2001 - Present
North American Title Company December 1991 - May 2001
North American Title 1987 - 2001
Skills
CTFA, Fiduciary, Investments, Estate Planning, Trust Services, Portfolio Management, Banking, Charitable Trusts, Trust Management, Fiduciary Services, Wealth Management, High Net Worth..., Wealth Management..., Strategic Financial..., Loans, Financial Risk
Education
Sonoma State University 2008 — 2013
BS, Business - Special Concentration (Law, Finance, Investment, Sales, Gift & Estate Tax Planning), Magna Cum Laude
Santa Rosa Junior College 2002 — 2007
Associate of Arts (AA), 4-year transfer
Cindy Conway, SPHR Cindy Conway, SPHR's Exchange Bank Experience September 1985 - May 2003
Job Human Resources Director | Bodega Bay Lodge | Woodside Hotels | Only AAA 4Diamond hotel on Sonoma Coast
Industry Hospitality
Experience
Bodega Bay Lodge January 2006 - Present
Woodside Hotels January 2006 - Present
Exchange Bank September 1985 - May 2003
Skills
Labor Relations, Hiring, Hotels, Employee Benefits, Employee Relations, Recruiting, Deferred Compensation, Human Resources, Pre-opening, Workers Compensation, Hospitality Management, Hospitality Industry, Hotel Management, Hospitality, Succession Planning, Performance Management, HR Policies, Employment Law, Training, Talent Acquisition, Employee Engagement, Talent Management, Resorts, Opening Hotels, OnQ, Guest Service Management, Front Office, Property Management..., Concierge Services
Education
Sonoma State University 1995 — 1995
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
De Anza College 1985 — 1986
Business Administration and Management, General
Graduate School of Human Resources Management, American Bankers Association
Human Resources Management Certificate
Bodega Bay Lodge January 2006 - Present
Woodside Hotels January 2006 - Present
Exchange Bank September 1985 - May 2003
Skills
Labor Relations, Hiring, Hotels, Employee Benefits, Employee Relations, Recruiting, Deferred Compensation, Human Resources, Pre-opening, Workers Compensation, Hospitality Management, Hospitality Industry, Hotel Management, Hospitality, Succession Planning, Performance Management, HR Policies, Employment Law, Training, Talent Acquisition, Employee Engagement, Talent Management, Resorts, Opening Hotels, OnQ, Guest Service Management, Front Office, Property Management..., Concierge Services
Education
Sonoma State University 1995 — 1995
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
De Anza College 1985 — 1986
Business Administration and Management, General
Graduate School of Human Resources Management, American Bankers Association
Human Resources Management Certificate
Michael Grimsley Michael Grimsley's Exchange Bank Experience October 2008 - April 2012
Job Credit Analyst at Liberty First Bank
Industry Banking
Experience
Liberty First Bank August 2012 - Present
Exchange Bank October 2008 - April 2012
Skills
Customer Service, Banking, Credit, Leadership, Loans, Marketing, Microsoft Word, Financial Analysis
Education
Georgia College and State University
Liberty First Bank August 2012 - Present
Exchange Bank October 2008 - April 2012
Skills
Customer Service, Banking, Credit, Leadership, Loans, Marketing, Microsoft Word, Financial Analysis
Education
Georgia College and State University
Casey Fosher, AVP Casey Fosher, AVP's Exchange Bank Experience April 2013 - Present
Job Leasing/Commercial/Ag Banker
Industry Banking
Experience
Exchange Bank April 2013 - Present
First National Bank of Chadron March 2010 - April 2013
Boys & Girls Clubs of the Nebraska Panhandle Inc. May 2009 - February 2010
Triple Crown Sports March 2008 - May 2009
Harlem Ambassadors December 2006 - March 2008
Skills
Leadership, Management, Young People, Event Planning, Event Management, Strategic Planning, Customer Service, Public Relations, Fundraising, Budgets, New Business Development, Public Speaking, Social Media, Negotiation, Coaching, Insurance, Leadership Development
Education
Chadron State College 2002 — 2006
Business Administration, Management
University of Nebraska-Lincoln 2001 — 2002
Bachelor of Business Administration (B.B.A.)
Exchange Bank April 2013 - Present
First National Bank of Chadron March 2010 - April 2013
Boys & Girls Clubs of the Nebraska Panhandle Inc. May 2009 - February 2010
Triple Crown Sports March 2008 - May 2009
Harlem Ambassadors December 2006 - March 2008
Skills
Leadership, Management, Young People, Event Planning, Event Management, Strategic Planning, Customer Service, Public Relations, Fundraising, Budgets, New Business Development, Public Speaking, Social Media, Negotiation, Coaching, Insurance, Leadership Development
Education
Chadron State College 2002 — 2006
Business Administration, Management
University of Nebraska-Lincoln 2001 — 2002
Bachelor of Business Administration (B.B.A.)
Jane Daniel Jane Daniel's Exchange Bank Experience June 1977 - Present
Job Project Portfolio Manager at Exchange Bank
Industry Banking
Experience
Exchange Bank June 1977 - Present
Exchange Bank January 2008 - May 2012
Exchange Bank April 1996 - December 2006
Exchange Bank October 1986 - April 1996
Skills
Process Improvement, Project Management, Analysis, Business Analysis, Team Building, PMP, Banking, Project Planning, Project Delivery, Project Portfolio..., Program Management, IT Management
Education
Santa Rosa Junior College 2009 — 2011
Certificate, Web Content Development
Sonoma State University 1984 — 1987
BS, Computer Science
Exchange Bank June 1977 - Present
Exchange Bank January 2008 - May 2012
Exchange Bank April 1996 - December 2006
Exchange Bank October 1986 - April 1996
Skills
Process Improvement, Project Management, Analysis, Business Analysis, Team Building, PMP, Banking, Project Planning, Project Delivery, Project Portfolio..., Program Management, IT Management
Education
Santa Rosa Junior College 2009 — 2011
Certificate, Web Content Development
Sonoma State University 1984 — 1987
BS, Computer Science
Laura Poyner's Exchange Bank Experience January 2013 - Present
Job VP Commercial Lender at Exchange Bank
Industry Banking
Experience
Exchange Bank January 2013 - Present
BB&T July 2012 - January 2013
State Bank and Trust Company June 2009 - July 2012
Security Bank Corporation October 2004 - June 2009
SunTrust Bank April 2003 - October 2004
Skills
Commercial Lending, Commercial Banking, Banking, Financial Analysis, Small Business Lending, Sales Management, Credit, Retail Banking, Portfolio Management, Credit Risk, Loans, Consumer Lending, Credit Analysis, Mortgage Lending, Underwriting, Lines Of Credit, Leadership, Branch Management, Loan Origination, Cash Management, Construction Loans, Commercial Real Estate, Commercial Mortgages, Refinance
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Georgia College and State University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management
Exchange Bank January 2013 - Present
BB&T July 2012 - January 2013
State Bank and Trust Company June 2009 - July 2012
Security Bank Corporation October 2004 - June 2009
SunTrust Bank April 2003 - October 2004
Skills
Commercial Lending, Commercial Banking, Banking, Financial Analysis, Small Business Lending, Sales Management, Credit, Retail Banking, Portfolio Management, Credit Risk, Loans, Consumer Lending, Credit Analysis, Mortgage Lending, Underwriting, Lines Of Credit, Leadership, Branch Management, Loan Origination, Cash Management, Construction Loans, Commercial Real Estate, Commercial Mortgages, Refinance
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Georgia College and State University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management
Barbara Singer Barbara Singer's Exchange Bank Experience 2007 - 2012
Job Banking Professional
Industry Banking
Experience
Target October 2012 - Present
Exchange Bank 2007 - 2012
Westamerica Bank November 1991 - August 2007
V.Sattui Winery March 1991 - November 1991
Skills
Problem Solving, Internal Audit, Customer Oriented, Risk Management, Banking, Leadership, Commercial Lending, Customer Service, Credit, Financial Analysis, Retail Banking, Call Centers, Event Planning, Coaching, Management
Education
City College of San Francisco 1975 — 1977
Bachelor of Science (BS), Crinimal Law
Galileo High School 1973 — 1975
Target October 2012 - Present
Exchange Bank 2007 - 2012
Westamerica Bank November 1991 - August 2007
V.Sattui Winery March 1991 - November 1991
Skills
Problem Solving, Internal Audit, Customer Oriented, Risk Management, Banking, Leadership, Commercial Lending, Customer Service, Credit, Financial Analysis, Retail Banking, Call Centers, Event Planning, Coaching, Management
Education
City College of San Francisco 1975 — 1977
Bachelor of Science (BS), Crinimal Law
Galileo High School 1973 — 1975
Joy Medina, SPHR Joy Medina, SPHR's Exchange Bank Experience 1998 - 2006
Job Director of Human Resources at ProSight Specialty Insurance
Industry Insurance
Experience
ProSight Specialty Insurance April 2010 - Present
Kendall-Jackson Wine Estates February 2008 - April 2010
Phoenix American Incorporated March 2006 - February 2008
Exchange Bank 1998 - 2006
Simi Winery 1996 - 1998
Skills
Employee Benefits, Talent Management, Employee Relations, Performance Management, Deferred Compensation, Human Resources, Benefits Administration, Talent Acquisition, Workers Compensation, Onboarding
Education
San Francisco State University
Sonoma State University
B.S., Business Administration
ProSight Specialty Insurance April 2010 - Present
Kendall-Jackson Wine Estates February 2008 - April 2010
Phoenix American Incorporated March 2006 - February 2008
Exchange Bank 1998 - 2006
Simi Winery 1996 - 1998
Skills
Employee Benefits, Talent Management, Employee Relations, Performance Management, Deferred Compensation, Human Resources, Benefits Administration, Talent Acquisition, Workers Compensation, Onboarding
Education
San Francisco State University
Sonoma State University
B.S., Business Administration
Cassandra Zorn Cassandra Zorn's Exchange Bank Experience January 2008 - Present
Job Exchange Bank AVP/Regional Customer Service Manager
Industry Banking
Experience
Exchange Bank January 2008 - Present
Exchange Bank January 2007 - 2008
Exchange Bank February 2005 - December 2007
Exchange Bank April 2000 - February 2005
Skills
Banking, Performance Management, Access, Sales, Training, Coaching, Commercial Lending, Team Building
Education
Santa Rosa Junior College 1998 — 2000
Santa Rosa Junior College
Exchange Bank January 2008 - Present
Exchange Bank January 2007 - 2008
Exchange Bank February 2005 - December 2007
Exchange Bank April 2000 - February 2005
Skills
Banking, Performance Management, Access, Sales, Training, Coaching, Commercial Lending, Team Building
Education
Santa Rosa Junior College 1998 — 2000
Santa Rosa Junior College
Becki Roberts Becki Roberts's Exchange Bank Experience October 2009 - June 2014
Job SVP/Business Development Manager Sierra Vista Bank
Industry Banking
Experience
Sierra Vista Bank June 2014 - Present
Exchange Bank October 2009 - June 2014
Sonoma National Bank 2000 - 2009
Skills
Commercial Lending, SBA, Investment Properties, Finance, Commercial Real Estate, Loans, Underwriting, Mortgage Lending, Small Business, Refinance, Credit Analysis, Real Estate, Banking, Funding, Investors, Commercial Banking, Credit, REO, Small Business Lending, Commercial Mortgages, Financial Analysis, Real Estate Economics, Due Diligence, Lines Of Credit, Risk Management, Brokerage, Sales, Real Estate Transactions, Investments, Portfolio Management, New Business Development, Team Building, Marketing, Construction Loans, Management, Disposition, Asset Management
Education
California State University-Sacramento
School name:
Sierra Vista Bank June 2014 - Present
Exchange Bank October 2009 - June 2014
Sonoma National Bank 2000 - 2009
Skills
Commercial Lending, SBA, Investment Properties, Finance, Commercial Real Estate, Loans, Underwriting, Mortgage Lending, Small Business, Refinance, Credit Analysis, Real Estate, Banking, Funding, Investors, Commercial Banking, Credit, REO, Small Business Lending, Commercial Mortgages, Financial Analysis, Real Estate Economics, Due Diligence, Lines Of Credit, Risk Management, Brokerage, Sales, Real Estate Transactions, Investments, Portfolio Management, New Business Development, Team Building, Marketing, Construction Loans, Management, Disposition, Asset Management
Education
California State University-Sacramento
School name:
Jill Ziedrich Jill Ziedrich's Exchange Bank Experience August 2006 - July 2008
Job General Manager at HLC Incorporated
Industry Design
Experience
HLC Incorporated May 2014 - Present
HLC Incorporated August 2008 - Present
Exchange Bank August 2006 - July 2008
Skills
Building Materials, Residential Homes, Customer Service, Sales, Microsoft Office, Construction, Sales Management, Team Building, Management, New Business Development, Construction Management, Project Planning, Renovation, Process Scheduler, Green Building, Purchasing, Contract Negotiation, Sales Operations, Budgets, Selling, Retail, Strategic Planning
Education
California State University-Chico 2002 — 2006
BA, Criminal Justice
HLC Incorporated May 2014 - Present
HLC Incorporated August 2008 - Present
Exchange Bank August 2006 - July 2008
Skills
Building Materials, Residential Homes, Customer Service, Sales, Microsoft Office, Construction, Sales Management, Team Building, Management, New Business Development, Construction Management, Project Planning, Renovation, Process Scheduler, Green Building, Purchasing, Contract Negotiation, Sales Operations, Budgets, Selling, Retail, Strategic Planning
Education
California State University-Chico 2002 — 2006
BA, Criminal Justice
Shelby Funez Shelby Funez's Exchange Bank Experience February 2015 - Present
Job Customer Service Representative at Exchange Bank
Industry Fine Art
Experience
Exchange Bank February 2015 - Present
San Jose State University September 2013 - December 2014
Hotel Valencia September 2013 - March 2014
Chili's February 2012 - March 2013
Skills
Public Speaking, Event Management, Social Networking, Event Planning, Editing, Digital Photography, Project Management, Business Management, Customer Service, Assistant Teaching
Education
San Jose State University 2010 — 2014
BFA, Photography, GPA of 3.72
Santa Rosa Junior College 2010 — 2011
Exchange Bank February 2015 - Present
San Jose State University September 2013 - December 2014
Hotel Valencia September 2013 - March 2014
Chili's February 2012 - March 2013
Skills
Public Speaking, Event Management, Social Networking, Event Planning, Editing, Digital Photography, Project Management, Business Management, Customer Service, Assistant Teaching
Education
San Jose State University 2010 — 2014
BFA, Photography, GPA of 3.72
Santa Rosa Junior College 2010 — 2011
Ron Malnati Ron Malnati's Exchange Bank Experience November 2005 - Present
Job VP Business Development at Exchange Bank
Industry Banking
Experience
Exchange Bank November 2005 - Present
Citimortgage May 2003 - October 2005
Bank of America July 2002 - May 2005
Skills
Loans, Small Business Lending, Credit, Commercial Lending, Sales, Relationship Management, Finance, Wealth Management, Investments, Strategic Financial..., Business Development, First Time Home Buyers, Refinance, Portfolio Management, Asset Based Lending, Financial Services, Credit Risk, Customer Service, Investment Properties, Consumer Lending, Private Banking, Executive Management, Small Business, Leadership, Customer Retention, SBA, Retail, Due Diligence, Coaching, Middle Market, FHA, Financial Modeling, Real Estate
Education
Golden Gate University 1982 — 1986
MBA, Finance
Exchange Bank November 2005 - Present
Citimortgage May 2003 - October 2005
Bank of America July 2002 - May 2005
Skills
Loans, Small Business Lending, Credit, Commercial Lending, Sales, Relationship Management, Finance, Wealth Management, Investments, Strategic Financial..., Business Development, First Time Home Buyers, Refinance, Portfolio Management, Asset Based Lending, Financial Services, Credit Risk, Customer Service, Investment Properties, Consumer Lending, Private Banking, Executive Management, Small Business, Leadership, Customer Retention, SBA, Retail, Due Diligence, Coaching, Middle Market, FHA, Financial Modeling, Real Estate
Education
Golden Gate University 1982 — 1986
MBA, Finance
Rebecca Marlar's Exchange Bank Experience February 2015 - Present
Job Customer Service Representative at Exchange Bank
Industry Financial Services
Experience
Exchange Bank February 2015 - Present
Starbucks September 2014 - February 2015
Silverton Casino July 2014 - August 2014
Caesars Entertainment Corporation April 2014 - July 2014
Lee's Discount Liquor January 2014 - April 2014
U.S. Navy February 2009 - October 2012
Dairy Queen October 2008 - January 2009
24 Hour Fitness June 2008 - August 2008
Central Christian Church September 2006 - March 2007
Skills
Construction, Forklift Operator, Procurement, Materials, Heavy Equipment, Transportation, Concrete, Warehousing, Maintenance & Repair, Leadership, Management, Time Management, First Aid, Customer Service, Inventory Management, Cashiering, Sales
Education
Arizona State University 2014 — 2016
Criminal Justice, Criminal Justice and Corrections
University of Nevada-Las Vegas 2012 — 2016
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Sailor/Marine American Council on Education 2009 — 2009
Earned 95 Credits towards Associates Degree, Military Courses
Treasure Valley Community College 2008 — 2009
Registered Nursing/Registered Nurse
Exchange Bank February 2015 - Present
Starbucks September 2014 - February 2015
Silverton Casino July 2014 - August 2014
Caesars Entertainment Corporation April 2014 - July 2014
Lee's Discount Liquor January 2014 - April 2014
U.S. Navy February 2009 - October 2012
Dairy Queen October 2008 - January 2009
24 Hour Fitness June 2008 - August 2008
Central Christian Church September 2006 - March 2007
Skills
Construction, Forklift Operator, Procurement, Materials, Heavy Equipment, Transportation, Concrete, Warehousing, Maintenance & Repair, Leadership, Management, Time Management, First Aid, Customer Service, Inventory Management, Cashiering, Sales
Education
Arizona State University 2014 — 2016
Criminal Justice, Criminal Justice and Corrections
University of Nevada-Las Vegas 2012 — 2016
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Sailor/Marine American Council on Education 2009 — 2009
Earned 95 Credits towards Associates Degree, Military Courses
Treasure Valley Community College 2008 — 2009
Registered Nursing/Registered Nurse
Shauna Parker Shauna Parker's Exchange Bank Experience June 1998 - February 2004
Job Director of Business Development at CTK Biotech, Inc
Industry Medical Devices
Experience
CTK Biotech, Inc. October 2005 - Present
Enterprise Holdings, Inc. March 2004 - September 2005
Exchange Bank June 1998 - February 2004
Skills
Life Sciences, Medical Devices, Business Development, Lifesciences, Team Building, New Business Development, Product Development, Biotechnology, Marketing Strategy, FDA, Biochemistry, Capital Equipment, Molecular Biology, Customer Service, Market Development, Product Launch, Account Management, Commercialization, Strategic Planning
Education
University of Phoenix 2009 — 2011
MBA, global management
CSU Sacramento 1998 — 2003
BS, Kinesiology, minor Biology
Santa Rosa Junior College 1995 — 1998
AA & AS
CTK Biotech, Inc. October 2005 - Present
Enterprise Holdings, Inc. March 2004 - September 2005
Exchange Bank June 1998 - February 2004
Skills
Life Sciences, Medical Devices, Business Development, Lifesciences, Team Building, New Business Development, Product Development, Biotechnology, Marketing Strategy, FDA, Biochemistry, Capital Equipment, Molecular Biology, Customer Service, Market Development, Product Launch, Account Management, Commercialization, Strategic Planning
Education
University of Phoenix 2009 — 2011
MBA, global management
CSU Sacramento 1998 — 2003
BS, Kinesiology, minor Biology
Santa Rosa Junior College 1995 — 1998
AA & AS
Becky Oliveros Becky Oliveros's Exchange Bank Experience January 2004 - June 2005
Job Insurance Sales Professional
Industry Banking
Experience
Allstate November 2014 - Present
State Bank & Trust October 2011 - December 2013
Piedmont Community Bank July 2005 - October 2011
Exchange Bank January 2004 - June 2005
Steve H. Powell & Company February 2003 - December 2003
Skills
Finance, Property & Casualty..., Risk Management, Credit, Banking, Loans, Credit Analysis, Financial Analysis, Customer Service, Compliance, Underwriting, Portfolio Management, Retail Banking, Accounting, Commercial Banking, Word, Credit Risk, Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
University of Georgia - Terry College of Business 2000 — 2002
BBA, Finance
Georgia Military College 1999 — 2000
Associates, General
Georgia College and State University 1997 — 1999
Jones County High School 1994 — 1997
Allstate November 2014 - Present
State Bank & Trust October 2011 - December 2013
Piedmont Community Bank July 2005 - October 2011
Exchange Bank January 2004 - June 2005
Steve H. Powell & Company February 2003 - December 2003
Skills
Finance, Property & Casualty..., Risk Management, Credit, Banking, Loans, Credit Analysis, Financial Analysis, Customer Service, Compliance, Underwriting, Portfolio Management, Retail Banking, Accounting, Commercial Banking, Word, Credit Risk, Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
University of Georgia - Terry College of Business 2000 — 2002
BBA, Finance
Georgia Military College 1999 — 2000
Associates, General
Georgia College and State University 1997 — 1999
Jones County High School 1994 — 1997
Anthony Correia's Exchange Bank Experience February 2015 - Present
Job Customer Service Representative at Exchange Bank
Industry Banking
Experience
Exchange Bank February 2015 - Present
Francis Ford Coppola Winery September 2014 - Present
Santa Barbara Golf Club August 2012 - July 2014
Hidden Valley Lake Association April 2010 - August 2012
Skills
Golf Courses, Customer Service, Customer Relations, Customer Engagement, Customer Insight, Customer Retention, Customer Experience, Social Media, Social Media Marketing, Media Relations, Media Production, New Media, Interpersonal..., Marketing Communications, Strategic Communications, Intercultural..., Health Education, Holistic Health, Health & Wellness, Economics, Statistics, Microsoft Excel, Microsoft Word, Statistical Packaging..., Long Distance Running, Research, PowerPoint, Public Speaking
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Santa Rosa Junior College 2009 — 2012
Associate of Arts (A.A.), Economics, Social and Behavior Sciences, Global Studies, Natural Sciences, Humanities, Communication
Middletown High School 2005 — 2009
Diploma
Exchange Bank February 2015 - Present
Francis Ford Coppola Winery September 2014 - Present
Santa Barbara Golf Club August 2012 - July 2014
Hidden Valley Lake Association April 2010 - August 2012
Skills
Golf Courses, Customer Service, Customer Relations, Customer Engagement, Customer Insight, Customer Retention, Customer Experience, Social Media, Social Media Marketing, Media Relations, Media Production, New Media, Interpersonal..., Marketing Communications, Strategic Communications, Intercultural..., Health Education, Holistic Health, Health & Wellness, Economics, Statistics, Microsoft Excel, Microsoft Word, Statistical Packaging..., Long Distance Running, Research, PowerPoint, Public Speaking
Education
University of California, Santa Barbara 2012 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Santa Rosa Junior College 2009 — 2012
Associate of Arts (A.A.), Economics, Social and Behavior Sciences, Global Studies, Natural Sciences, Humanities, Communication
Middletown High School 2005 — 2009
Diploma
Polly Novak Polly Novak's Exchange Bank Experience
Job AVP at Exchange Bank
Industry Banking
Experience
Exchange Bank
Skills
Banking, Credit, Loans, Risk Management, Portfolio Management, Retail Banking, Financial Analysis, Credit Analysis, Commercial Banking, Customer Service, Staff Management
Education
Chadron State College 1975 — 1977
Business Administration and Management, General
Exchange Bank
Skills
Banking, Credit, Loans, Risk Management, Portfolio Management, Retail Banking, Financial Analysis, Credit Analysis, Commercial Banking, Customer Service, Staff Management
Education
Chadron State College 1975 — 1977
Business Administration and Management, General
Danielle Valverde's Exchange Bank Experience January 2015 - Present
Job Branch Support Specialist at Exchange Bank
Industry Banking
Experience
Exchange Bank January 2015 - Present
Exchange Bank October 2011 - January 2015
Skills
Private Banking, Internet Banking, Microsoft Excel, Outlook, Microsoft Office, Internal Audit, Investments, Credit, Policy, Customer Service, Banking, Management, Auditing, Risk Management, Retail Banking, Team Building
Education
Santa Rosa Junior College 2010 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Exchange Bank January 2015 - Present
Exchange Bank October 2011 - January 2015
Skills
Private Banking, Internet Banking, Microsoft Excel, Outlook, Microsoft Office, Internal Audit, Investments, Credit, Policy, Customer Service, Banking, Management, Auditing, Risk Management, Retail Banking, Team Building
Education
Santa Rosa Junior College 2010 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Bren Hanson Bren Hanson's Exchange Bank Experience January 1993 - Present
Job Creator of the SUPER Help Desk, Speaker in the IT Service & Support field and Voiceover artist
Industry Banking
Experience
San Francisco HDI May 2010 - Present
Santa Rosa Junior College April 2009 - Present
Exchange Bank January 1993 - Present
HDI May 2009 - June 2011
San Francisco Chapter HDI August 2009 - May 2010
San Francisco Chapter of HDI August 2004 - August 2009
Rebuilding Together Rohnert Park 1999 - 2003
Security Pacific Bank September 1988 - December 1992
Skills
Mentoring, Customer Service, IT Service Management, Team Building, Customer Relations, Problem Solving, Coaching, Public Speaking, Word, Troubleshooting, Team Leadership, Voice Acting, Social Media Outreach, Service Delivery, Management, Microsoft Word, Help Desk Support, Process Improvement, Strategic Planning, Training, Operations Management, Change Management, ITIL, Project Management, Business Analysis, IT Management, CRM, Software Documentation, Technical Support, Networking, Information Technology, Program Management, Security, Service Desk, Vendor Management, Analysis, System Administration
Education
Fullerton College 1985 — 1987
Business Administration
Santa Rosa Jr College 1982 — 1984
Business Administration
HDI
HDI Analyst Certification, IT Service & Support
Western Independent Bankers
Western Independent Bankers
San Francisco HDI May 2010 - Present
Santa Rosa Junior College April 2009 - Present
Exchange Bank January 1993 - Present
HDI May 2009 - June 2011
San Francisco Chapter HDI August 2009 - May 2010
San Francisco Chapter of HDI August 2004 - August 2009
Rebuilding Together Rohnert Park 1999 - 2003
Security Pacific Bank September 1988 - December 1992
Skills
Mentoring, Customer Service, IT Service Management, Team Building, Customer Relations, Problem Solving, Coaching, Public Speaking, Word, Troubleshooting, Team Leadership, Voice Acting, Social Media Outreach, Service Delivery, Management, Microsoft Word, Help Desk Support, Process Improvement, Strategic Planning, Training, Operations Management, Change Management, ITIL, Project Management, Business Analysis, IT Management, CRM, Software Documentation, Technical Support, Networking, Information Technology, Program Management, Security, Service Desk, Vendor Management, Analysis, System Administration
Education
Fullerton College 1985 — 1987
Business Administration
Santa Rosa Jr College 1982 — 1984
Business Administration
HDI
HDI Analyst Certification, IT Service & Support
Western Independent Bankers
Western Independent Bankers
Julia Gachet's Exchange Bank Experience September 2007 - September 2008
Job Business Operation Manager at PresenceLearning
Industry Wine and Spirits
Experience
PresenceLearning July 2015 - Present
Cork Supply USA February 2014 - Present
Amcor Flexibles December 2009 - February 2014
Exchange Bank September 2007 - September 2008
Forever 21 October 2003 - August 2007
Skills
Analytical, Attention To Detail, Hard Worker, Team Oriented, Team Leadership, Training, Team-oriented, Leadership, Analytical Skills, Management, Customer Service, Process Improvement, Sales Management, Sales, Customer Satisfaction, Purchasing, Sales Operations, Product Development, Marketing
Education
University of California, Davis 2008 — 2010
Bachelor of Science, Biological sciences, Molecular Biology
Santa Rosa Junior College
Pre-Medical/Biological Science
ANALY HIGH SCHOOL
High School Diploma, Spanish
PresenceLearning July 2015 - Present
Cork Supply USA February 2014 - Present
Amcor Flexibles December 2009 - February 2014
Exchange Bank September 2007 - September 2008
Forever 21 October 2003 - August 2007
Skills
Analytical, Attention To Detail, Hard Worker, Team Oriented, Team Leadership, Training, Team-oriented, Leadership, Analytical Skills, Management, Customer Service, Process Improvement, Sales Management, Sales, Customer Satisfaction, Purchasing, Sales Operations, Product Development, Marketing
Education
University of California, Davis 2008 — 2010
Bachelor of Science, Biological sciences, Molecular Biology
Santa Rosa Junior College
Pre-Medical/Biological Science
ANALY HIGH SCHOOL
High School Diploma, Spanish
Hope Hines Hope Hines's Exchange Bank Experience August 1993 - Present
Job Vice President of Mortgage Origination at Exchange Bank
Industry Banking
Experience
Exchange Bank August 1993 - Present
Skills
Banking, Credit, Loans, Management, Microsoft Office, Credit Analysis, Real Estate, Leadership, Strategic Planning, Customer Service, Sales Management
Education
Georgia College and State University
Macon State College
Exchange Bank August 1993 - Present
Skills
Banking, Credit, Loans, Management, Microsoft Office, Credit Analysis, Real Estate, Leadership, Strategic Planning, Customer Service, Sales Management
Education
Georgia College and State University
Macon State College
Jarred Schulte's Exchange Bank Experience February 2015 - Present
Job Teller, Exchange Bank
Industry Financial Services
Experience
Exchange Bank February 2015 - Present
Wells Fargo August 2014 - January 2015
Wells Fargo February 2013 - August 2014
Wells Fargo June 2012 - February 2013
Wells Fargo February 2012 - June 2012
AT&T Mobility August 2009 - June 2011
Skills
Customer Service, Multi-line Phone, Appointment Scheduling, Sales Growth, Community Outreach, Volunteer Management, Strategic Communications, Sales, Microsoft Office, Banking, Microsoft Word, Leadership, Microsoft Excel, Team Building, Social Networking, Customer Experience, Time Management, Financial Analysis, Event Planning, Credit, Budgets, Teamwork, Data Entry, Retail Banking, Outlook, Social Media, Finance, Inventory Management
Education
Lake Superior College 2014 — 2015
Associate of Arts (AA), Communication and Media Studies
Exchange Bank February 2015 - Present
Wells Fargo August 2014 - January 2015
Wells Fargo February 2013 - August 2014
Wells Fargo June 2012 - February 2013
Wells Fargo February 2012 - June 2012
AT&T Mobility August 2009 - June 2011
Skills
Customer Service, Multi-line Phone, Appointment Scheduling, Sales Growth, Community Outreach, Volunteer Management, Strategic Communications, Sales, Microsoft Office, Banking, Microsoft Word, Leadership, Microsoft Excel, Team Building, Social Networking, Customer Experience, Time Management, Financial Analysis, Event Planning, Credit, Budgets, Teamwork, Data Entry, Retail Banking, Outlook, Social Media, Finance, Inventory Management
Education
Lake Superior College 2014 — 2015
Associate of Arts (AA), Communication and Media Studies
Sylvia (Rios) Toler's Exchange Bank Experience 1991 - 1993
Job Patient Service Representative at Kaiser Permanente
Industry Medical Practice
Experience
Kaiser Permanente April 2003 - Present
Kaiser Permanente June 2013 - August 2013
State Farm 1992 - 2003
Exchange Bank 1991 - 1993
Deluxe Check Printing 1980 - 1989
Lockheed (NAVPRO) 1978 - 1980
Skills
HIPAA, Patient Education, Medical Coding, Healthcare Information..., CPT, Revenue Cycle, Claim, ICD-9, Medical Billing, Appointment Scheduling, HMO, Pediatrics, Medical Terminology, Medical Records, Health Insurance, Patient Safety, Healthcare, EHR, Data Entry, Patient Advocacy, Healthcare Industry, EMR, Medical Office
Education
San Jose City College 1976 — 1978
Business Administration and Management, General
Andrew Hill High School 1973 — 1976
High School Diploma, General Studies
State Farm Insurance
Certificate of Completion, Auto Claim Processor School
Kaiser Permanente April 2003 - Present
Kaiser Permanente June 2013 - August 2013
State Farm 1992 - 2003
Exchange Bank 1991 - 1993
Deluxe Check Printing 1980 - 1989
Lockheed (NAVPRO) 1978 - 1980
Skills
HIPAA, Patient Education, Medical Coding, Healthcare Information..., CPT, Revenue Cycle, Claim, ICD-9, Medical Billing, Appointment Scheduling, HMO, Pediatrics, Medical Terminology, Medical Records, Health Insurance, Patient Safety, Healthcare, EHR, Data Entry, Patient Advocacy, Healthcare Industry, EMR, Medical Office
Education
San Jose City College 1976 — 1978
Business Administration and Management, General
Andrew Hill High School 1973 — 1976
High School Diploma, General Studies
State Farm Insurance
Certificate of Completion, Auto Claim Processor School
Leah L. Morrow, PHR's Exchange Bank Experience April 2007 - Present
Job Facilities Coordinator, HR Generalist, Recruiter and Career Coach
Industry Banking
Experience
Exchange Bank April 2007 - Present
Exchange Bank July 2006 - April 2007
National Bank of the Redwoods (NBR) March 2004 - March 2005
Firemans Fund Insurance Company November 1999 - October 2003
Professional Search Executive Placement Services May 1996 - November 1999
Skills
Employee Relations, Human Resources, Personnel Management, Recruiting, Employee Benefits, Team Building, Interviews, Purchasing, Interior Design, Ergonomics, Accounts Payable, Workplace Safety, Facilities Operations, Vendor Management
Education
Santa Rosa Junior College
Ongoing General Education coursework to transfer/obtain BA, Industrial and Organizational Psychology
Exchange Bank April 2007 - Present
Exchange Bank July 2006 - April 2007
National Bank of the Redwoods (NBR) March 2004 - March 2005
Firemans Fund Insurance Company November 1999 - October 2003
Professional Search Executive Placement Services May 1996 - November 1999
Skills
Employee Relations, Human Resources, Personnel Management, Recruiting, Employee Benefits, Team Building, Interviews, Purchasing, Interior Design, Ergonomics, Accounts Payable, Workplace Safety, Facilities Operations, Vendor Management
Education
Santa Rosa Junior College
Ongoing General Education coursework to transfer/obtain BA, Industrial and Organizational Psychology
Celia King Celia King's Exchange Bank Experience April 2012 - Present
Job Commercial Credit Analyst at Exchange Bank
Industry Banking
Experience
Exchange Bank April 2012 - Present
Exchange Bank November 1999 - April 2012
Skills
Microsoft Office, Bukers Tax Analysis, Banking, Microsoft Word, Customer Service
Education
Dominican University of California 2015 — 2016
Accounting and Finance
Santa Rosa Junior College
Business Administration and Management, General
Exchange Bank April 2012 - Present
Exchange Bank November 1999 - April 2012
Skills
Microsoft Office, Bukers Tax Analysis, Banking, Microsoft Word, Customer Service
Education
Dominican University of California 2015 — 2016
Accounting and Finance
Santa Rosa Junior College
Business Administration and Management, General
Angie Grainger, CPA/PFS, CFP's Exchange Bank Experience January 2008 - June 2009
Job President & CEO, Black Belt Financial & Insurance Services, Inc.
Industry Financial Services
Experience
Black Belt Financial & Insurance Services, Inc. June 2009 - Present
YWCA Santa Rosa 2008 - 2010
Exchange Bank January 2008 - June 2009
California Society of CPAs/CalCPA Education Foundation 2003 - 2009
California Society of CPAs/CalCPA Education Foundation 2003 - 2009
Moss Adams LLP January 2001 - January 2008
Moss Adams Wealth Advisors LLC 2001 - 2008
Youth Business Week Foundation-California 2001 - 2006
Skills
Coaching, Strategic Financial..., Karate, Yoga, Personal Finance, Small Business, Personal Financial..., Accounting, Tax Preparation, Tax, Estate Planning, CPA, Estate Tax Planning, Income Tax, Management, Financial Analysis, Finance, Leadership, Banking, Financial Planning, High Net Worth..., Tax Accounting, Financial Advisory, Financial Reporting, Wealth Management, Tax Returns, Financial Planners
Education
Golden Gate University 2004 — 2010
MS
Sonoma State University 2000 — 2002
BS
Black Belt Financial & Insurance Services, Inc. June 2009 - Present
YWCA Santa Rosa 2008 - 2010
Exchange Bank January 2008 - June 2009
California Society of CPAs/CalCPA Education Foundation 2003 - 2009
California Society of CPAs/CalCPA Education Foundation 2003 - 2009
Moss Adams LLP January 2001 - January 2008
Moss Adams Wealth Advisors LLC 2001 - 2008
Youth Business Week Foundation-California 2001 - 2006
Skills
Coaching, Strategic Financial..., Karate, Yoga, Personal Finance, Small Business, Personal Financial..., Accounting, Tax Preparation, Tax, Estate Planning, CPA, Estate Tax Planning, Income Tax, Management, Financial Analysis, Finance, Leadership, Banking, Financial Planning, High Net Worth..., Tax Accounting, Financial Advisory, Financial Reporting, Wealth Management, Tax Returns, Financial Planners
Education
Golden Gate University 2004 — 2010
MS
Sonoma State University 2000 — 2002
BS
Tony Uribe Tony Uribe's Exchange Bank Experience June 2012 - Present
Job Business Banking Officer at Exchange Bank
Industry Banking
Experience
Exchange Bank June 2012 - Present
Sonoma Bank June 2011 - June 2012
First Bank June 2006 - June 2011
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Financial Analysis, Portfolio Management, SBA, Commercial Real Estate, Credit Risk, Underwriting
Education
California State University-Sacramento 2004 — 2006
Bachelor of Arts (B.A.), Economics
Napa Valley College 2002 — 2004
Associate of Arts and Sciences (A.A.S.)
Exchange Bank June 2012 - Present
Sonoma Bank June 2011 - June 2012
First Bank June 2006 - June 2011
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Financial Analysis, Portfolio Management, SBA, Commercial Real Estate, Credit Risk, Underwriting
Education
California State University-Sacramento 2004 — 2006
Bachelor of Arts (B.A.), Economics
Napa Valley College 2002 — 2004
Associate of Arts and Sciences (A.A.S.)
America Martin's Exchange Bank Experience March 2008 - July 2012
Job Senior Staffing Associate
Industry Staffing and Recruiting
Experience
Star Staffing May 2013 - Present
AppleOne July 2012 - May 2013
Exchange Bank March 2008 - July 2012
Skills
Internet Recruiting, Sourcing, Interviews, Human Resources, Temporary Placement, Staffing Services, Technical Recruiting, Onboarding, Applicant Tracking..., Employee Relations, Employee Benefits, Talent Acquisition, Recruiting, College Recruiting, Screening Resumes, Research, Data Entry, Time Management, HRIS, Customer Service
Education
Santa Rosa Junior College 2009 — 2012
Associate's degree, Human Resources Management/Personnel Administration, General
Star Staffing May 2013 - Present
AppleOne July 2012 - May 2013
Exchange Bank March 2008 - July 2012
Skills
Internet Recruiting, Sourcing, Interviews, Human Resources, Temporary Placement, Staffing Services, Technical Recruiting, Onboarding, Applicant Tracking..., Employee Relations, Employee Benefits, Talent Acquisition, Recruiting, College Recruiting, Screening Resumes, Research, Data Entry, Time Management, HRIS, Customer Service
Education
Santa Rosa Junior College 2009 — 2012
Associate's degree, Human Resources Management/Personnel Administration, General
Jodi Sappe Jodi Sappe's Exchange Bank Experience January 2000 - May 2004
Job Center Director, Caring Solutions PC
Industry Executive Office
Experience
National Reimbursement Group October 2009 - May 2015
Atlantic Southern Bank May 2004 - October 2009
Exchange Bank January 2000 - May 2004
Skills
Management, Outsourcing, CRM, Vendor Management, Team Leadership, Retail Banking, Commercial Banking, Branch Banking
Education
American InterContinental University 2002 — 2004
Bachelor’s Degree, Business Administration and Management, General
Valdosta State University 1997 — 1999
Core Studies
National Reimbursement Group October 2009 - May 2015
Atlantic Southern Bank May 2004 - October 2009
Exchange Bank January 2000 - May 2004
Skills
Management, Outsourcing, CRM, Vendor Management, Team Leadership, Retail Banking, Commercial Banking, Branch Banking
Education
American InterContinental University 2002 — 2004
Bachelor’s Degree, Business Administration and Management, General
Valdosta State University 1997 — 1999
Core Studies
Jake Hatcher Jake Hatcher's Exchange Bank Experience October 2006 - April 2012
Job Accounting Clerk
Industry Wine and Spirits
Experience
The Napa Valley Reserve November 2014 - April 2015
CourseCo Golf Management April 2012 - November 2014
Exchange Bank October 2006 - April 2012
Skills
Customer Service, Accounting, Microsoft Excel, General Ledger, QuickBooks, Account Reconciliation, Sage Business Works, Microsoft Word, PowerPoint, Great Plains Software, Outlook, Stratago online..., Invoicing, Auditing, Journal Entries, Accounts Receivable, Payments, Bookkeeping, Bank Reconciliation, Sage, Expenses, Sage FAS Fixed Assets, Microsoft Dynamics NAV, FileMaker, Asset Allocation
Education
Empire College School of Business 2009 — 2012
Associate's degree, Accounting
The Napa Valley Reserve November 2014 - April 2015
CourseCo Golf Management April 2012 - November 2014
Exchange Bank October 2006 - April 2012
Skills
Customer Service, Accounting, Microsoft Excel, General Ledger, QuickBooks, Account Reconciliation, Sage Business Works, Microsoft Word, PowerPoint, Great Plains Software, Outlook, Stratago online..., Invoicing, Auditing, Journal Entries, Accounts Receivable, Payments, Bookkeeping, Bank Reconciliation, Sage, Expenses, Sage FAS Fixed Assets, Microsoft Dynamics NAV, FileMaker, Asset Allocation
Education
Empire College School of Business 2009 — 2012
Associate's degree, Accounting
Howard Daulton Howard Daulton's Exchange Bank Experience January 2011 - Present
Job SVP, Corporate and Business Development Manager at Exchange Bank
Industry Banking
Experience
Exchange Bank January 2011 - Present
Various Bank's August 1982 - 2015
Skills
Credit, Commercial Mortgages, Banking, Credit Analysis, Small Business Lending, Loans, Commercial Lending, Commercial Banking, Financial Analysis, Mortgage Lending, Consumer Lending, Retail Banking, Financial Risk, Customer Service, Wealth Management, Small Business, Lines Of Credit, Private Banking, Sales, New Business Development, Credit Risk, Portfolio Management, SBA, Construction Loans, Underwriting, Investments, Risk Management
Education
San Jose State University 1968 — 1970
Bachelor's Degree, Applied Economics
Exchange Bank January 2011 - Present
Various Bank's August 1982 - 2015
Skills
Credit, Commercial Mortgages, Banking, Credit Analysis, Small Business Lending, Loans, Commercial Lending, Commercial Banking, Financial Analysis, Mortgage Lending, Consumer Lending, Retail Banking, Financial Risk, Customer Service, Wealth Management, Small Business, Lines Of Credit, Private Banking, Sales, New Business Development, Credit Risk, Portfolio Management, SBA, Construction Loans, Underwriting, Investments, Risk Management
Education
San Jose State University 1968 — 1970
Bachelor's Degree, Applied Economics
Adriene Gould Adriene Gould's Exchange Bank Experience January 2000 - January 2001
Job "Labor to keep alive in your breast that little spark of celestial fire called conscience." Washington's Rule #110
Industry Construction
Experience
CCC Group, Inc. July 2014 - Present
CCC Group, Inc. July 2012 - July 2014
Polly's Pet Shop August 2003 - November 2011
PetSmart November 2001 - July 2003
Exchange Bank January 2000 - January 2001
Skills
Customer Service, Microsoft Excel, Microsoft Office, Accounts Payable, Editing, Leadership, Inventory Management, Management, Purchasing, Human Resources, Contract Management, Proofreading, Accounting, POS, Microsoft Word, Contract Negotiation, Typing, Excel, Writing, PowerPoint, Confidentiality, Decision Making, HTML, Photoshop
Education
Wayland Baptist University 2011 — 2013
BAS Business Administration, Management Information Systems, 3.6GPA
San Antonio College 2003 — 2009
Associate's degree, Business Administration
Rancho Cotate 1997 — 1999
High School Diploma, Journalism
CCC Group, Inc. July 2014 - Present
CCC Group, Inc. July 2012 - July 2014
Polly's Pet Shop August 2003 - November 2011
PetSmart November 2001 - July 2003
Exchange Bank January 2000 - January 2001
Skills
Customer Service, Microsoft Excel, Microsoft Office, Accounts Payable, Editing, Leadership, Inventory Management, Management, Purchasing, Human Resources, Contract Management, Proofreading, Accounting, POS, Microsoft Word, Contract Negotiation, Typing, Excel, Writing, PowerPoint, Confidentiality, Decision Making, HTML, Photoshop
Education
Wayland Baptist University 2011 — 2013
BAS Business Administration, Management Information Systems, 3.6GPA
San Antonio College 2003 — 2009
Associate's degree, Business Administration
Rancho Cotate 1997 — 1999
High School Diploma, Journalism
Rossann Grimm Rossann Grimm's Exchange Bank Experience 1978 - 1994
Job Executive Administrative Assistant at AmericanWest Bank
Industry Banking
Experience
AmericanWest Bank April 2013 - Present
PremierWest Bank February 2012 - April 2013
City of Ashland, OR July 2011 - December 2011
City of Redding, CA July 2009 - July 2011
City of Redding, CA May 2005 - June 2009
City of Redding, CA May 2004 - May 2005
Oakdale Heights Management Corporation February 2003 - December 2003
Medtronic AVE 1995 - 2002
Exchange Bank 1978 - 1994
Skills
Office Management, Administrative..., Microsoft Office, Customer Service, Management, Accounts Payable, Software Documentation, Administrative...
Education
Shasta College 2006 — 2008
Business
Santa Rosa Junior College 2000 — 2001
Business
AmericanWest Bank April 2013 - Present
PremierWest Bank February 2012 - April 2013
City of Ashland, OR July 2011 - December 2011
City of Redding, CA July 2009 - July 2011
City of Redding, CA May 2005 - June 2009
City of Redding, CA May 2004 - May 2005
Oakdale Heights Management Corporation February 2003 - December 2003
Medtronic AVE 1995 - 2002
Exchange Bank 1978 - 1994
Skills
Office Management, Administrative..., Microsoft Office, Customer Service, Management, Accounts Payable, Software Documentation, Administrative...
Education
Shasta College 2006 — 2008
Business
Santa Rosa Junior College 2000 — 2001
Business
Michael Newhall Michael Newhall's Exchange Bank Experience June 2015 - Present
Job Personal Banker, Exchange Bank
Industry Banking
Experience
Exchange Bank June 2015 - Present
Flying Frog Academy October 2014 - Present
KemperSports Management April 2012 - Present
US Army July 2007 - April 2012
IPC International January 2005 - July 2007
Skills
Military Experience, Security Clearance, Army, Military, Microsoft Excel, DoD, Leadership, Microsoft Office, Intelligence Analysis, Military Operations, Microsoft Word, PowerPoint, Operational Planning, Analysis, Government, Critical Thinking, Training, Security, Social Networking, Public Speaking, Social Media, Teamwork, Customer Service, Facebook, Research, Social Media Marketing, Team Leadership, Marketing, Sales, Communication, Sports, Strategic Planning, Force Protection, Coaching, Team Building
Education
Dominican University of California 2013 — 2014
Bachelor's Degree, Business Administraion, Dean's List
Santa Rosa Junior College
AA, General Studies and Administration of Justice
Exchange Bank June 2015 - Present
Flying Frog Academy October 2014 - Present
KemperSports Management April 2012 - Present
US Army July 2007 - April 2012
IPC International January 2005 - July 2007
Skills
Military Experience, Security Clearance, Army, Military, Microsoft Excel, DoD, Leadership, Microsoft Office, Intelligence Analysis, Military Operations, Microsoft Word, PowerPoint, Operational Planning, Analysis, Government, Critical Thinking, Training, Security, Social Networking, Public Speaking, Social Media, Teamwork, Customer Service, Facebook, Research, Social Media Marketing, Team Leadership, Marketing, Sales, Communication, Sports, Strategic Planning, Force Protection, Coaching, Team Building
Education
Dominican University of California 2013 — 2014
Bachelor's Degree, Business Administraion, Dean's List
Santa Rosa Junior College
AA, General Studies and Administration of Justice
Karlot Canto Karlot Canto's Exchange Bank Experience May 2006 - November 2009
Job C & C Security Patrol, Inc.
Industry Security and Investigations
Experience
Tuttle's Pharmacy November 2009 - March 2012
Exchange Bank May 2006 - November 2009
Skills
Marketing, Management, Microsoft Office, Project Management, Strategic Planning, Microsoft Excel, Banking, Finance, Accounts Payable, Accounting
Education
San Diego State University-California State University 2001 — 2003
Bachelor of Arts (B.A.), Economics
San Jose City College 1994 — 1996
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Tuttle's Pharmacy November 2009 - March 2012
Exchange Bank May 2006 - November 2009
Skills
Marketing, Management, Microsoft Office, Project Management, Strategic Planning, Microsoft Excel, Banking, Finance, Accounts Payable, Accounting
Education
San Diego State University-California State University 2001 — 2003
Bachelor of Arts (B.A.), Economics
San Jose City College 1994 — 1996
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Michael Leonard, MPA, CFE, CAMS Michael Leonard, MPA, CFE, CAMS's Exchange Bank Experience 2000 - Present
Job Fraud Examiner
Industry Banking
Experience
Exchange Bank 2000 - Present
Sonoma County Sheriff's Department 1990 - 2000
Skills
Fraud, Banking, Credit, Certified Fraud Examiner, Loans, Risk Management, Financial Risk, Retail Banking, Credit Analysis, Anti Money Laundering, AML, Bank Secrecy Act, Consumer Lending, KYC, OFAC, Criminal Investigations, Private Investigations, Management, Law Enforcement
Education
California State University-Long Beach
B.S., Business Administration
City University of Seattle
Masters, Public Administration
City University of Seattle
Post Graduate Certificate, Criminal Justice
Exchange Bank 2000 - Present
Sonoma County Sheriff's Department 1990 - 2000
Skills
Fraud, Banking, Credit, Certified Fraud Examiner, Loans, Risk Management, Financial Risk, Retail Banking, Credit Analysis, Anti Money Laundering, AML, Bank Secrecy Act, Consumer Lending, KYC, OFAC, Criminal Investigations, Private Investigations, Management, Law Enforcement
Education
California State University-Long Beach
B.S., Business Administration
City University of Seattle
Masters, Public Administration
City University of Seattle
Post Graduate Certificate, Criminal Justice
Carolyn (Cook) Traweek's Exchange Bank Experience January 1974 - Present
Job Systems Support Analyst at Exchange Bank
Industry Banking
Experience
Exchange Bank January 1974 - Present
Education
Santa Rosa Junior College 2009 — 2010
Computer Science
Exchange Bank January 1974 - Present
Education
Santa Rosa Junior College 2009 — 2010
Computer Science
Lori Tonelli Lori Tonelli's Exchange Bank Experience February 2012 - June 2014
Job Customer and Technical Support Executive
Industry Computer Software
Experience
Exchange Bank February 2012 - June 2014
HydroPoint Data Systems November 2004 - November 2011
Learning Tools International 2003 - 2004
Mitchell International 2001 - 2003
GolfSat 2000 - 2002
Convera 1996 - 2000
Skills
Strategic Planning, Team Building, Management, Training, Lead Generation, Program Management, Analysis, Microsoft Word, Sales Management, Contract Negotiation, Direct Sales, Salesforce.com, Start-ups, Strategy, Access, Sales, Customer Service, Social Media, Software Documentation, Operations Management, New Business Development, Process Improvement, Account Management, Marketing Strategy, Business Development, Business Analysis, Executive Management, Change Management, Budgets, Project Planning, Data Analysis, Business Strategy, Cross-functional Team..., Leadership, Project Management, Technical Support, Product Development, CRM, Contract Management, Negotiation, Outlook, Coaching, Microsoft Excel, Windows, Public Speaking, PowerPoint, Strategic Partnerships, SaaS, Customer Satisfaction
Education
Monterey Institute of International Studies 1983 — 1985
San Francisco State University 1981 — 1983
BA, Japanese
Waseda University
Exchange Bank February 2012 - June 2014
HydroPoint Data Systems November 2004 - November 2011
Learning Tools International 2003 - 2004
Mitchell International 2001 - 2003
GolfSat 2000 - 2002
Convera 1996 - 2000
Skills
Strategic Planning, Team Building, Management, Training, Lead Generation, Program Management, Analysis, Microsoft Word, Sales Management, Contract Negotiation, Direct Sales, Salesforce.com, Start-ups, Strategy, Access, Sales, Customer Service, Social Media, Software Documentation, Operations Management, New Business Development, Process Improvement, Account Management, Marketing Strategy, Business Development, Business Analysis, Executive Management, Change Management, Budgets, Project Planning, Data Analysis, Business Strategy, Cross-functional Team..., Leadership, Project Management, Technical Support, Product Development, CRM, Contract Management, Negotiation, Outlook, Coaching, Microsoft Excel, Windows, Public Speaking, PowerPoint, Strategic Partnerships, SaaS, Customer Satisfaction
Education
Monterey Institute of International Studies 1983 — 1985
San Francisco State University 1981 — 1983
BA, Japanese
Waseda University
Charlene Sheridan Charlene Sheridan's Exchange Bank Experience June 2006 - Present
Job I.T. Administrative Assistant at Exchange Bank
Industry Banking
Experience
Exchange Bank June 2006 - Present
Exchange Bank June 2006 - August 2008
Countrywide 2004 - 2006
North American Mortgage March 1983 - August 2002
Washington Mutual 2000 - 2002
Skills
Analysis, Visio, System Administration, Access, Management, Vendor Management, Team Building, Outlook, Customer Service, Leadership, Disaster Recovery, Process Improvement, Strategic Planning, Banking, Business Analysis, Microsoft Excel, Troubleshooting, Budgets, Loans, PowerPoint, Risk Management, Commercial Lending, Project Management, Project Planning, Microsoft Word, Change Management, Credit, Software Documentation, Microsoft Office, Mortgage Lending, IT Procurement, Team Leadership, SharePoint, Windows, Integration, IT Management, Active Directory, Training
Education
Phoenix Institute of Technology 1990 — 1993
AS, Architecture
City College of San Francisco 1971 — 1973
Computer Science
Exchange Bank June 2006 - Present
Exchange Bank June 2006 - August 2008
Countrywide 2004 - 2006
North American Mortgage March 1983 - August 2002
Washington Mutual 2000 - 2002
Skills
Analysis, Visio, System Administration, Access, Management, Vendor Management, Team Building, Outlook, Customer Service, Leadership, Disaster Recovery, Process Improvement, Strategic Planning, Banking, Business Analysis, Microsoft Excel, Troubleshooting, Budgets, Loans, PowerPoint, Risk Management, Commercial Lending, Project Management, Project Planning, Microsoft Word, Change Management, Credit, Software Documentation, Microsoft Office, Mortgage Lending, IT Procurement, Team Leadership, SharePoint, Windows, Integration, IT Management, Active Directory, Training
Education
Phoenix Institute of Technology 1990 — 1993
AS, Architecture
City College of San Francisco 1971 — 1973
Computer Science
Kimberly Delasantos, CPA Kimberly Delasantos, CPA's Exchange Bank Experience May 2008 - May 2010
Job
Industry Accounting
Experience
Torn Ranch October 2013 - Present
National Scientific Supply Co. July 2010 - October 2013
Exchange Bank May 2008 - May 2010
National Scientific Supply May 1994 - April 2008
Radovich, Cumberland & Coates 1990 - 1994
Skills
Strategic Financial..., Accounting, Investments, Financial Analysis, Internal Controls, Real Estate, Financial Statements, Cash Flow, Payroll, Finance, Budgets, Risk Management
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration
University of Nevada-Las Vegas - College of Business
MBA
Torn Ranch October 2013 - Present
National Scientific Supply Co. July 2010 - October 2013
Exchange Bank May 2008 - May 2010
National Scientific Supply May 1994 - April 2008
Radovich, Cumberland & Coates 1990 - 1994
Skills
Strategic Financial..., Accounting, Investments, Financial Analysis, Internal Controls, Real Estate, Financial Statements, Cash Flow, Payroll, Finance, Budgets, Risk Management
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration
University of Nevada-Las Vegas - College of Business
MBA
Garrett Brett Garrett Brett's Exchange Bank Experience August 2006 - April 2011
Job Benefits Analyst I at University Systems of Georgia Shared Services
Industry Higher Education
Experience
University Systems of Georgia - Shared Services June 2013 - Present
Northside Hospital November 2011 - June 2013
Maxim Healthcare Services August 2011 - December 2011
American Diabetes Association May 2011 - August 2011
Oconee Regional Medical Center August 2010 - April 2011
Exchange Bank August 2006 - April 2011
Skills
Committment, Customer Service, Determined to Succeed, Highly Dedicated, Diligent
Education
Georgia College and State University 2008 — 2011
Bachelors, Health Education-Community Health
Georgia Military College 2004 — 2006
Associates, Biology
University Systems of Georgia - Shared Services June 2013 - Present
Northside Hospital November 2011 - June 2013
Maxim Healthcare Services August 2011 - December 2011
American Diabetes Association May 2011 - August 2011
Oconee Regional Medical Center August 2010 - April 2011
Exchange Bank August 2006 - April 2011
Skills
Committment, Customer Service, Determined to Succeed, Highly Dedicated, Diligent
Education
Georgia College and State University 2008 — 2011
Bachelors, Health Education-Community Health
Georgia Military College 2004 — 2006
Associates, Biology
Jesse Menifee Jesse Menifee's Exchange Bank Experience July 2002 - August 2006
Job Assistant Branch Manager at First Federal Bank of the Midwest
Industry Banking
Experience
N/A July 2013 - Present
First Federal Bank of the Midwest July 2010 - July 2013
First Federal Bank March 2008 - August 2010
First Federal Bank August 2006 - March 2008
Exchange Bank July 2002 - August 2006
Skills
Credit, Banking, Loans, Consumer Lending, Retail Banking, Commercial Banking
Education
Owens Community College 2005 — 2008
Associates, Administrative Business
N/A July 2013 - Present
First Federal Bank of the Midwest July 2010 - July 2013
First Federal Bank March 2008 - August 2010
First Federal Bank August 2006 - March 2008
Exchange Bank July 2002 - August 2006
Skills
Credit, Banking, Loans, Consumer Lending, Retail Banking, Commercial Banking
Education
Owens Community College 2005 — 2008
Associates, Administrative Business
Ron Sullivan's Exchange Bank Experience 2002 - 2003
Job Owner, Sullivan Services
Industry Information Technology and Services
Experience
Sullivan Services September 2008 - Present
US Bankruptcy Court June 2012 - September 2012
Red Barn Productions 2010 - 2012
Scientific Learning 2009 - 2009
PlanetOut, Inc. January 2007 - September 2008
Smith & Hawken 2004 - 2005
Autodesk 2004 - 2005
Exchange Bank 2002 - 2003
Fair Isaac Corporation 2000 - 2002
FICO 2000 - 2002
Skills
DHCP, DNS, WINS, Powershell, Perl, Server Architecture, Active Directory, SMS, Messaging, LANDesk, Integration, Replication, Imaging, Group Policy, Windows Server, Windows Server 2003, IIS, TCP/IP, Windows Server 2008, VPN, WSUS, Firewalls, VMware, Servers, VMware ESX, Antivirus, FTP, Routers, Switches, XP, ISA Server, Backup Exec, Hyper-V, Blackberry Enterprise..., Windows 7, Windows, Cisco, SMTP, ISA, Proxy, Terminal Services, Cisco Technologies, Operating Systems, Software Installation, Network Administration, Microsoft Exchange, Digital Imaging, TMG, Unix, Troubleshooting
Education
San Francisco State University 1977 — 1987
B.A.
California State University-East Bay 1974 — 1977
N/A
Woodside Priory School 1965 — 1968
None
Sullivan Services September 2008 - Present
US Bankruptcy Court June 2012 - September 2012
Red Barn Productions 2010 - 2012
Scientific Learning 2009 - 2009
PlanetOut, Inc. January 2007 - September 2008
Smith & Hawken 2004 - 2005
Autodesk 2004 - 2005
Exchange Bank 2002 - 2003
Fair Isaac Corporation 2000 - 2002
FICO 2000 - 2002
Skills
DHCP, DNS, WINS, Powershell, Perl, Server Architecture, Active Directory, SMS, Messaging, LANDesk, Integration, Replication, Imaging, Group Policy, Windows Server, Windows Server 2003, IIS, TCP/IP, Windows Server 2008, VPN, WSUS, Firewalls, VMware, Servers, VMware ESX, Antivirus, FTP, Routers, Switches, XP, ISA Server, Backup Exec, Hyper-V, Blackberry Enterprise..., Windows 7, Windows, Cisco, SMTP, ISA, Proxy, Terminal Services, Cisco Technologies, Operating Systems, Software Installation, Network Administration, Microsoft Exchange, Digital Imaging, TMG, Unix, Troubleshooting
Education
San Francisco State University 1977 — 1987
B.A.
California State University-East Bay 1974 — 1977
N/A
Woodside Priory School 1965 — 1968
None
Tripp Becker's Exchange Bank Experience September 2013 - Present
Job Vice President Commercial Lender
Industry Financial Services
Experience
Exchange Bank September 2013 - Present
Empire Financial Services, Inc. March 2007 - August 2013
Regions Financial Corporation 2005 - 2007
Colonial Bank 2003 - 2005
Skills
Credit, Portfolio Management, Commercial Lending, Small Business Lending, Credit Analysis, Loans, Commercial Banking, Underwriting, Banking, Financial Analysis, Wealth Management, Credit Risk
Education
University of Georgia - Terry College of Business 2011 — 2013
Georgia Banker's Association / University of Georgia, Graduate School of Banking
Auburn University 1998 — 2002
BS, Finance
Exchange Bank September 2013 - Present
Empire Financial Services, Inc. March 2007 - August 2013
Regions Financial Corporation 2005 - 2007
Colonial Bank 2003 - 2005
Skills
Credit, Portfolio Management, Commercial Lending, Small Business Lending, Credit Analysis, Loans, Commercial Banking, Underwriting, Banking, Financial Analysis, Wealth Management, Credit Risk
Education
University of Georgia - Terry College of Business 2011 — 2013
Georgia Banker's Association / University of Georgia, Graduate School of Banking
Auburn University 1998 — 2002
BS, Finance
Michael Arendt's Exchange Bank Experience March 2012 - Present
Job Vice President, Business Development Officer at Exchange Bank
Industry Banking
Experience
Exchange Bank March 2012 - Present
Luther Burbank Savings March 1998 - January 2011
Skills
Commercial Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
University of California, Davis
BA, Latin American History
Exchange Bank March 2012 - Present
Luther Burbank Savings March 1998 - January 2011
Skills
Commercial Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
University of California, Davis
BA, Latin American History
Edina Cole, SPHR-CA, SHRM-SCP's Exchange Bank Experience January 2010 - May 2010
Job HR Analytics Manager at State Fund
Industry Human Resources
Experience
State Compensation Insurance Fund June 2015 - Present
Center for Social Dynamics March 2015 - Present
Yupana LLC October 2014 - February 2015
Solairus Aviation September 2011 - October 2014
WorkRite Ergonomics November 2010 - August 2011
ThermaSource June 2010 - November 2010
Exchange Bank January 2010 - May 2010
Diamond Creek Vineyards September 2009 - January 2010
STG Asset Management Inc. May 2008 - June 2009
Sutter Medical Foundation - North Bay October 2007 - April 2008
Skills
ADP Payroll, HRIS, Microsoft Office, Notary Public, Recruiting, Employee Relations, Employee Benefits, Benefits Administration, Onboarding, Strategic Planning, Human Resources, Temporary Staffing, Talent Management, Performance Management, Workforce Planning, Deferred Compensation, HR Policies, Employee Training, Personnel Management, Interviews, Hiring, Employment Law, Workers Compensation, Performance Appraisal, Leadership, Management, Career Development, Succession Planning, Payroll, Conflict Resolution, New Hire Orientations, FMLA, Job Descriptions, Talent Acquisition, Labor Relations, Employee Engagement, Career Counseling, HR Consulting, COBRA, Recruitment Advertising, Screening Resumes, Training, Organizational Design, College Recruiting, Policy, Applicant Tracking..., Change Management, Screening, Temporary Placement, Job Fairs
Education
Pacific Union College 1999 — 2002
Bachelors of Science, Business Administration, 3.12
Sonoma State University 2005 — 2005
Certificate, Human Resource Management
Sonoma State University 2006 — 2009
Certificate in Conflict Resolution, Mediation
Santa Rosa Junior College 2011 — 2012
Payroll Certificate, Payroll
State Compensation Insurance Fund June 2015 - Present
Center for Social Dynamics March 2015 - Present
Yupana LLC October 2014 - February 2015
Solairus Aviation September 2011 - October 2014
WorkRite Ergonomics November 2010 - August 2011
ThermaSource June 2010 - November 2010
Exchange Bank January 2010 - May 2010
Diamond Creek Vineyards September 2009 - January 2010
STG Asset Management Inc. May 2008 - June 2009
Sutter Medical Foundation - North Bay October 2007 - April 2008
Skills
ADP Payroll, HRIS, Microsoft Office, Notary Public, Recruiting, Employee Relations, Employee Benefits, Benefits Administration, Onboarding, Strategic Planning, Human Resources, Temporary Staffing, Talent Management, Performance Management, Workforce Planning, Deferred Compensation, HR Policies, Employee Training, Personnel Management, Interviews, Hiring, Employment Law, Workers Compensation, Performance Appraisal, Leadership, Management, Career Development, Succession Planning, Payroll, Conflict Resolution, New Hire Orientations, FMLA, Job Descriptions, Talent Acquisition, Labor Relations, Employee Engagement, Career Counseling, HR Consulting, COBRA, Recruitment Advertising, Screening Resumes, Training, Organizational Design, College Recruiting, Policy, Applicant Tracking..., Change Management, Screening, Temporary Placement, Job Fairs
Education
Pacific Union College 1999 — 2002
Bachelors of Science, Business Administration, 3.12
Sonoma State University 2005 — 2005
Certificate, Human Resource Management
Sonoma State University 2006 — 2009
Certificate in Conflict Resolution, Mediation
Santa Rosa Junior College 2011 — 2012
Payroll Certificate, Payroll
Michelle Hood's Exchange Bank Experience 1990 - 1995
Job Supply Chain professional seeking new opportunities
Industry Logistics and Supply Chain
Experience
Wrigley March 2011 - Present
Undisclosed maker of Amerian's favorite Man N Chees 2015 - 2015
John Crane September 2010 - March 2011
Technical Concepts November 2008 - March 2009
Newell Rubbermaid 2008 - 2009
ACCO Brands November 2007 - October 2008
Sears Holdings Corporation February 2006 - November 2007
North American Corporation March 2003 - January 2006
Solo Cup Company 1998 - 2002
Exchange Bank 1990 - 1995
Skills
Inventory Management, Supply Chain, Procurement, Supply Chain Management, Cross-functional Team..., Human Rights, Project Management, Logistics Management, Public Speaking, Demand Planning, Inventory Control, Forecasting, Process Improvement, Management, Purchasing, MRP, Analysis, Production Planning, Team Building, Data Analysis
Education
Kennedy School of Government, Harvard University 2012 — 2013
Master of Public Administration (MPA), Public Administration and Social Service Professions
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Arts (BA), Speech Communication and Rhetoric
Wrigley March 2011 - Present
Undisclosed maker of Amerian's favorite Man N Chees 2015 - 2015
John Crane September 2010 - March 2011
Technical Concepts November 2008 - March 2009
Newell Rubbermaid 2008 - 2009
ACCO Brands November 2007 - October 2008
Sears Holdings Corporation February 2006 - November 2007
North American Corporation March 2003 - January 2006
Solo Cup Company 1998 - 2002
Exchange Bank 1990 - 1995
Skills
Inventory Management, Supply Chain, Procurement, Supply Chain Management, Cross-functional Team..., Human Rights, Project Management, Logistics Management, Public Speaking, Demand Planning, Inventory Control, Forecasting, Process Improvement, Management, Purchasing, MRP, Analysis, Production Planning, Team Building, Data Analysis
Education
Kennedy School of Government, Harvard University 2012 — 2013
Master of Public Administration (MPA), Public Administration and Social Service Professions
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Arts (BA), Speech Communication and Rhetoric
Lisa Lemmons's Exchange Bank Experience LOAN OFFICEREXCHANGE BANK2007 - Present
Job Loan Officer at Exchange Bank
Industry Real Estate
Experience
Exchange Bank LOAN OFFICEREXCHANGE BANK2007 - Present
St Johns Catholic School 2007 - 2010
First Horizon Home Loans 2002 - 2007
Old Republic Title Company 1997 - 2000
Education
El Camino College 1989 — 1992
High Scholl 1976 — 1980
Diploma, General
Exchange Bank LOAN OFFICEREXCHANGE BANK2007 - Present
St Johns Catholic School 2007 - 2010
First Horizon Home Loans 2002 - 2007
Old Republic Title Company 1997 - 2000
Education
El Camino College 1989 — 1992
High Scholl 1976 — 1980
Diploma, General
Greg Durbin's Exchange Bank Experience August 2002 - Present
Job _
Industry Research
Experience
Exchange Bank August 2002 - Present
Education
California State University-Chico 1977 — 1979
Exchange Bank August 2002 - Present
Education
California State University-Chico 1977 — 1979
Larry Inman's Exchange Bank Experience July 2015 - Present
Job SharePoint Administrator at Exchange Bank
Industry Higher Education
Experience
Exchange Bank July 2015 - Present
Corinthian Colleges, Inc. January 2010 - February 2014
Heald College May 2005 - January 2010
Heald Coll July 2003 - May 2005
Heald College April 2000 - July 2003
DechTar Direct July 1989 - 1998
Cochlin Computer Systems January 1986 - July 1989
Wiltron Company July 1979 - June 1985
Skills
Software Documentation, SQR, Social Media Marketing, SQL, SDLC, PeopleTools, PeopleSoft, Databases, Marketing Strategy, Access, Salesforce.com, Data Analysis, Microsoft SQL Server, Business Analysis, Requirements Analysis, C#, SharePoint, Project Management, Management
Education
MCSE Certification Study 1999 — 1999
MCSE Certification for Microsoft Windows NT 4
California Polytechnic State University-San Luis Obispo 1975 — 1979
Exchange Bank July 2015 - Present
Corinthian Colleges, Inc. January 2010 - February 2014
Heald College May 2005 - January 2010
Heald Coll July 2003 - May 2005
Heald College April 2000 - July 2003
DechTar Direct July 1989 - 1998
Cochlin Computer Systems January 1986 - July 1989
Wiltron Company July 1979 - June 1985
Skills
Software Documentation, SQR, Social Media Marketing, SQL, SDLC, PeopleTools, PeopleSoft, Databases, Marketing Strategy, Access, Salesforce.com, Data Analysis, Microsoft SQL Server, Business Analysis, Requirements Analysis, C#, SharePoint, Project Management, Management
Education
MCSE Certification Study 1999 — 1999
MCSE Certification for Microsoft Windows NT 4
California Polytechnic State University-San Luis Obispo 1975 — 1979
Brad Serff's Exchange Bank Experience December 1999 - April 2005
Job President & CEO at Providence Bank
Industry Banking
Experience
Providence Bank May 2005 - Present
Exchange Bank December 1999 - April 2005
First Liberty Bank March 1997 - December 1999
Citizens & Southern National Bank / NationsBank / Bank America July 1988 - February 1997
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, SBA, Consumer Lending, Credit Analysis, Asset Based Lending, Credit, Commercial Mortgages, Factoring, Mortgage Banking, Mortgage Lending, Retail Banking, Finance, Loan Origination, Financial Analysis, Construction Loans, Financial Institutions, Portfolio Management, Financial Risk, Small Business, Credit Risk, Cash Management, Credit Management, Investments, Risk Management, Strategic Financial..., Refinance, Underwriting, Treasury Management, Lines Of Credit, Commercial Real Estate, Banking, Executive Management, Due Diligence, Real Estate Lending, Real Estate, Bank Secrecy Act
Education
Graduate School of Banking at Louisianna State University 1999 — 2002
Haslam College of Business at the University of Tennessee 1984 — 1988
BS, Finance
Providence Bank May 2005 - Present
Exchange Bank December 1999 - April 2005
First Liberty Bank March 1997 - December 1999
Citizens & Southern National Bank / NationsBank / Bank America July 1988 - February 1997
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, SBA, Consumer Lending, Credit Analysis, Asset Based Lending, Credit, Commercial Mortgages, Factoring, Mortgage Banking, Mortgage Lending, Retail Banking, Finance, Loan Origination, Financial Analysis, Construction Loans, Financial Institutions, Portfolio Management, Financial Risk, Small Business, Credit Risk, Cash Management, Credit Management, Investments, Risk Management, Strategic Financial..., Refinance, Underwriting, Treasury Management, Lines Of Credit, Commercial Real Estate, Banking, Executive Management, Due Diligence, Real Estate Lending, Real Estate, Bank Secrecy Act
Education
Graduate School of Banking at Louisianna State University 1999 — 2002
Haslam College of Business at the University of Tennessee 1984 — 1988
BS, Finance
Kenn Cunningham's Exchange Bank Experience December 2004 - Present
Job AVP/ Cash Management Sales
Industry Banking
Experience
Exchange Bank December 2004 - Present
Skills
Commercial Lending, Banking, Loans, Small Business Lending, Credit, Strategic Planning, Team Building, Credit Analysis, Retail Banking, Lines Of Credit, Management, Financial Analysis, Sales, Commercial Mortgages, Consumer Lending, Risk Management, Mortgage Lending, Portfolio Management, Construction Loans
Education
San Francisco State University
BA, Broadcast Communication Arts
Exchange Bank December 2004 - Present
Skills
Commercial Lending, Banking, Loans, Small Business Lending, Credit, Strategic Planning, Team Building, Credit Analysis, Retail Banking, Lines Of Credit, Management, Financial Analysis, Sales, Commercial Mortgages, Consumer Lending, Risk Management, Mortgage Lending, Portfolio Management, Construction Loans
Education
San Francisco State University
BA, Broadcast Communication Arts
Edith (Edie) Gandy's Exchange Bank Experience 1977 - 1979
Job President at TriSource Associates
Industry Management Consulting
Experience
University of Florida Leadership Development Institute October 2006 - Present
TriSource Associates, LLC 1995 - Present
North American Peruvian Horse Association 2009 - January 2014
SunTrust Bank 1979 - 1995
Exchange Bank 1977 - 1979
Hillsborough County Public Schools 1975 - 1977
Brandco Real Estate 1975 - 1977
Skills
Change Management, Executive Coaching, Management Consulting, Leadership Development, Leadership, Strategic Planning, Performance Management, Organizational..., Coaching, Program Management, Sales Management, Team Building, Human Resources, Nonprofits, Process Improvement, Training, Public Speaking, Strategy, Staff Development, Policy, Management, Workshop Facilitation, Employee Relations, Sales
Education
Florida Southern College
BA, Education
University of South Florida - College of Business Administration
Business/Real Estate
University of Tampa
MEd, Administration
University of Florida Leadership Development Institute October 2006 - Present
TriSource Associates, LLC 1995 - Present
North American Peruvian Horse Association 2009 - January 2014
SunTrust Bank 1979 - 1995
Exchange Bank 1977 - 1979
Hillsborough County Public Schools 1975 - 1977
Brandco Real Estate 1975 - 1977
Skills
Change Management, Executive Coaching, Management Consulting, Leadership Development, Leadership, Strategic Planning, Performance Management, Organizational..., Coaching, Program Management, Sales Management, Team Building, Human Resources, Nonprofits, Process Improvement, Training, Public Speaking, Strategy, Staff Development, Policy, Management, Workshop Facilitation, Employee Relations, Sales
Education
Florida Southern College
BA, Education
University of South Florida - College of Business Administration
Business/Real Estate
University of Tampa
MEd, Administration
Nicole Werstler's Exchange Bank Experience January 2013 - Present
Job Operations Manager at Exchange Bank
Industry Banking
Experience
Exchange Bank January 2013 - Present
Exchange Bank January 2007 - January 2013
Exchange Bank January 2005 - December 2006
Exchange Bank June 2001 - December 2005
Skills
Time Management, Banking, Retail Banking, Loans, Risk Management, Management, Sales Management, Change Management, Operations Management, Organization, Communication, Community Outreach, Coaching, Oral & Written..., Leadership, Customer Service, Team Building, Commercial Banking, Consumer Lending, Credit, Customer Satisfaction, Training
Education
Sonoma State University 2002 — 2006
Bachelor of Arts (BA), History
Santa Rosa Junior College 1998 — 2002
Associate of Arts (A.A.), General Studies
Exchange Bank January 2013 - Present
Exchange Bank January 2007 - January 2013
Exchange Bank January 2005 - December 2006
Exchange Bank June 2001 - December 2005
Skills
Time Management, Banking, Retail Banking, Loans, Risk Management, Management, Sales Management, Change Management, Operations Management, Organization, Communication, Community Outreach, Coaching, Oral & Written..., Leadership, Customer Service, Team Building, Commercial Banking, Consumer Lending, Credit, Customer Satisfaction, Training
Education
Sonoma State University 2002 — 2006
Bachelor of Arts (BA), History
Santa Rosa Junior College 1998 — 2002
Associate of Arts (A.A.), General Studies
Karyl Averill's Exchange Bank Experience 2007 - 2007
Job Founder at Averill Holistics Handcrafting
Industry Apparel & Fashion
Experience
Averill Holistics Handcrafting March 2006 - Present
Exchange Bank 2007 - 2007
Cambria 2006 - 2006
Calistoga Bikeshop 2004 - 2005
The Bike Peddler, formerly Dave's Bikesport, now NorCal bikesport 1999 - 2004
Starbucks Coffee Company 1999 - 2001
Santa Rosa Blueprint 1997 - 1999
Round Table Pizza 1996 - 1999
Taco Bell 1996 - 1996
Skills
Aromatherapy, Cosmetics, Manufacturing, Management, Therapeutic Massage, Strategic Communications, Marketing Strategy, Marketing, Merchandising, Essential Oils
Education
Global College of Natural Medicine 2009 — 2014
MH, Master Herbalist
Global College of Natural Medicine 2009 — 2014
HHP, Holistic Health Practitioner
Global College of Natural Medicine 2009 — 2014
NC, Nutritional Consultant
Santa Rosa Junior College 1996 — 2001
Sustainable Agriculture, Small business, Nutrition
Averill Holistics Handcrafting March 2006 - Present
Exchange Bank 2007 - 2007
Cambria 2006 - 2006
Calistoga Bikeshop 2004 - 2005
The Bike Peddler, formerly Dave's Bikesport, now NorCal bikesport 1999 - 2004
Starbucks Coffee Company 1999 - 2001
Santa Rosa Blueprint 1997 - 1999
Round Table Pizza 1996 - 1999
Taco Bell 1996 - 1996
Skills
Aromatherapy, Cosmetics, Manufacturing, Management, Therapeutic Massage, Strategic Communications, Marketing Strategy, Marketing, Merchandising, Essential Oils
Education
Global College of Natural Medicine 2009 — 2014
MH, Master Herbalist
Global College of Natural Medicine 2009 — 2014
HHP, Holistic Health Practitioner
Global College of Natural Medicine 2009 — 2014
NC, Nutritional Consultant
Santa Rosa Junior College 1996 — 2001
Sustainable Agriculture, Small business, Nutrition
Jeffrey Skoog's Exchange Bank Experience January 1982 - March 1987
Job Vice President Treasury Management Team Lead at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
Bank of America February 2009 - February 2011
Bank of America February 2006 - February 2009
Bank of America September 2000 - February 2006
Bank of America April 1998 - September 2000
Bank of America August 1989 - April 1998
Chemical Bank March 1987 - August 1989
Exchange Bank January 1982 - March 1987
Skills
Strategy, Treasury Management, Strategic Planning, Leadership, Commercial Banking, Treasury Services, Sales, Financial Modeling, Management, Portfolio Management, Customer Service, Relationship Management, Mergers, Banking, Cash Management, Payments, Organizational..., Financial Analysis, Credit, Coaching, Human Resources, Loans, Credit Cards, Recruiting, Middle Market, Sales Management, Marketing, Commercial Lending, Financial Services, Treasury, Executive Management, Credit Risk, Risk Management
Education
Bowling Green State University 1977 — 1981
Bachelor of Science - Business Administration, Journalism/Public Relations
Fifth Third Bank May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
Bank of America February 2009 - February 2011
Bank of America February 2006 - February 2009
Bank of America September 2000 - February 2006
Bank of America April 1998 - September 2000
Bank of America August 1989 - April 1998
Chemical Bank March 1987 - August 1989
Exchange Bank January 1982 - March 1987
Skills
Strategy, Treasury Management, Strategic Planning, Leadership, Commercial Banking, Treasury Services, Sales, Financial Modeling, Management, Portfolio Management, Customer Service, Relationship Management, Mergers, Banking, Cash Management, Payments, Organizational..., Financial Analysis, Credit, Coaching, Human Resources, Loans, Credit Cards, Recruiting, Middle Market, Sales Management, Marketing, Commercial Lending, Financial Services, Treasury, Executive Management, Credit Risk, Risk Management
Education
Bowling Green State University 1977 — 1981
Bachelor of Science - Business Administration, Journalism/Public Relations
David Voss's Exchange Bank Experience September 1987 - Present
Job EVP at Exchange Bank
Industry Banking
Experience
Exchange Bank September 1987 - Present
Education
University of San Francisco 1981 — 1983
MBA, business
California State Polytechnic University-Pomona 1962 — 1967
BS, Ag Business
MBA
Exchange Bank September 1987 - Present
Education
University of San Francisco 1981 — 1983
MBA, business
California State Polytechnic University-Pomona 1962 — 1967
BS, Ag Business
MBA
Sara Claasen's Exchange Bank Experience July 2007 - September 2007
Job Student at California Polytechnic State UniversitySan Luis Obispo
Industry Financial Services
Experience
Contessa S. Boutique May 2008 - Present
Cal Poly Corporation, Cashier Office September 2007 - December 2007
Exchange Bank July 2007 - September 2007
Woodward West June 2006 - August 2006
Port of Subs, Inc. May 2005 - September 2005
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
B.S., Business Administration
Contessa S. Boutique May 2008 - Present
Cal Poly Corporation, Cashier Office September 2007 - December 2007
Exchange Bank July 2007 - September 2007
Woodward West June 2006 - August 2006
Port of Subs, Inc. May 2005 - September 2005
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
B.S., Business Administration
Gary Searby's Exchange Bank Experience December 1968 - Present
Job Senior Vice President
Industry Banking
Experience
Exchange Bank December 1968 - Present
Education
Heald College 1967 — 1967
College of Hardknocks
BS, Common Sense
Exchange Bank December 1968 - Present
Education
Heald College 1967 — 1967
College of Hardknocks
BS, Common Sense
Roslyn Tillinghast's Exchange Bank Experience March 2006 - November 2008
Job Business Administration Professional Seeking Education Opportunity
Industry Banking
Experience
Golden Pacific Bank May 2013 - August 2015
Exchange Bank March 2006 - November 2008
American River Bank February 1998 - March 2006
Skills
Maintaining Strong..., Accounting, Financial Statements, Financial Analysis, Tax Analysis, Commercial Lending, Loan Documents, Business Writing, Organization, Microsoft Word, Nautilus, CBS, AIM, Cash, Cash Tax, Microsoft Excel
Education
University of Phoenix 1996 — 1998
Bachelor of Science (B.S.), Business
Sacramento City College 1990 — 1991
Real Estate Certification
Golden Pacific Bank May 2013 - August 2015
Exchange Bank March 2006 - November 2008
American River Bank February 1998 - March 2006
Skills
Maintaining Strong..., Accounting, Financial Statements, Financial Analysis, Tax Analysis, Commercial Lending, Loan Documents, Business Writing, Organization, Microsoft Word, Nautilus, CBS, AIM, Cash, Cash Tax, Microsoft Excel
Education
University of Phoenix 1996 — 1998
Bachelor of Science (B.S.), Business
Sacramento City College 1990 — 1991
Real Estate Certification
Christa Bettencourt's Exchange Bank Experience 1989 - 2004
Job Director Corporate Development at Phoenix American Incorporated
Industry Financial Services
Experience
Phoenix American Incorporated July 2013 - Present
Phoenix American Incorporated February 2011 - July 2013
Phoenix American Incorporated April 2004 - February 2011
Exchange Bank 1989 - 2004
Skills
Employee Benefits, Employee Relations, Human Resources, Recruiting, Strategy, HRIS, Talent Acquisition
Education
Sonoma State University 2000 — 2001
Certificate, Human Resource Management
Santa Rosa Junior College
General Education & HR Management
Phoenix American Incorporated July 2013 - Present
Phoenix American Incorporated February 2011 - July 2013
Phoenix American Incorporated April 2004 - February 2011
Exchange Bank 1989 - 2004
Skills
Employee Benefits, Employee Relations, Human Resources, Recruiting, Strategy, HRIS, Talent Acquisition
Education
Sonoma State University 2000 — 2001
Certificate, Human Resource Management
Santa Rosa Junior College
General Education & HR Management
Max Comerford's Exchange Bank Experience December 2014 - Present
Job Senior Credit Analyst at Exchange Bank
Industry Banking
Experience
Exchange Bank December 2014 - Present
Bank of Marin April 2014 - Present
Bank of Marin September 2012 - April 2014
Bank of Marin October 2010 - September 2012
Bank of Marin November 2009 - October 2010
Business Examination Resources Inc. June 2009 - August 2009
Skills
Banking, Credit, Loans, Financial Analysis, Commercial Lending, Finance, Commercial Banking, Customer Service, Credit Analysis, Microsoft Office, Portfolio Management, Risk Management, Small Business Lending, Retail Banking
Education
San Diego State University-California State University 2005 — 2009
B.S., Business Management
Exchange Bank December 2014 - Present
Bank of Marin April 2014 - Present
Bank of Marin September 2012 - April 2014
Bank of Marin October 2010 - September 2012
Bank of Marin November 2009 - October 2010
Business Examination Resources Inc. June 2009 - August 2009
Skills
Banking, Credit, Loans, Financial Analysis, Commercial Lending, Finance, Commercial Banking, Customer Service, Credit Analysis, Microsoft Office, Portfolio Management, Risk Management, Small Business Lending, Retail Banking
Education
San Diego State University-California State University 2005 — 2009
B.S., Business Management
Lindsay Bacigalupi's Exchange Bank Experience February 2000 - July 2002
Job Administrative Assistant, Physical Education Department College of Marin
Industry Sports
Experience
College of Marin January 2012 - Present
Empire Volleyball Club January 2002 - Present
Healthcare Foundation Northern Sonoma County February 2005 - January 2012
Exchange Bank February 2000 - July 2002
Education
Sonoma State University 2002 — 2004
BA, Sociology
California State University-Fullerton 2000 — 2001
College of Marin January 2012 - Present
Empire Volleyball Club January 2002 - Present
Healthcare Foundation Northern Sonoma County February 2005 - January 2012
Exchange Bank February 2000 - July 2002
Education
Sonoma State University 2002 — 2004
BA, Sociology
California State University-Fullerton 2000 — 2001
Rich Ronsheimer's Exchange Bank Experience January 2001 - August 2005
Job Retired Banker
Industry Banking
Experience
Bank of Marin May 2008 - Present
Bank of Marin August 2005 - May 2008
Exchange Bank January 2001 - August 2005
The Mechanics Bank July 1997 - January 2001
Great Western Bank March 1992 - July 1997
Bank of Marin/Westamerica Bank July 1970 - December 1991
Skills
Commercial Lending, Branch Management, People Skills
Education
University of Washington 1986 — 1988
PCBS, Banking
California State University-Chico 1967 — 1970
B S, Business Administration
California State University-Chico 1967 — 1970
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
College of Marin 1965 — 1967
A A, Undergraduate
San Rafael High School 1961 — 1965
High School
Bank of Marin May 2008 - Present
Bank of Marin August 2005 - May 2008
Exchange Bank January 2001 - August 2005
The Mechanics Bank July 1997 - January 2001
Great Western Bank March 1992 - July 1997
Bank of Marin/Westamerica Bank July 1970 - December 1991
Skills
Commercial Lending, Branch Management, People Skills
Education
University of Washington 1986 — 1988
PCBS, Banking
California State University-Chico 1967 — 1970
B S, Business Administration
California State University-Chico 1967 — 1970
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
College of Marin 1965 — 1967
A A, Undergraduate
San Rafael High School 1961 — 1965
High School
Shannon Babbini's Exchange Bank Experience July 1994 - January 1999
Job Human Resources Project Coordinator at Citibank
Industry Human Resources
Barbara (Veatch, Dabney) Gorman's Exchange Bank Experience April 2006 - August 2009
Job Executive Assistant at Warner Bros. Entertainment Group of Companies
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies May 2010 - Present
Exchange Bank April 2006 - August 2009
Allied Domecq Wines USA February 2004 - December 2005
Rodney Strong Vineyards October 1998 - February 2004
Linkenheimer LLP CPAs & Advisors January 1992 - October 1998
Bart-Milander Associates, Inc. July 1981 - January 1982
CBS Records, Inc. February 1981 - July 1981
Columbia Records June 1980 - February 1981
Chappell Music, Inc. 1978 - 1980
John Alcock Productions 1977 - 1978
Skills
Event Management, Event Planning, Management, Microsoft Office, Public Relations, Social Media, Copy Editing, Proofreading, News Writing, Project Management, Customer Service
Education
Santa Monica College
Art
Santa Rosa Junior College
Advertising, French
Warner Bros. Entertainment Group of Companies May 2010 - Present
Exchange Bank April 2006 - August 2009
Allied Domecq Wines USA February 2004 - December 2005
Rodney Strong Vineyards October 1998 - February 2004
Linkenheimer LLP CPAs & Advisors January 1992 - October 1998
Bart-Milander Associates, Inc. July 1981 - January 1982
CBS Records, Inc. February 1981 - July 1981
Columbia Records June 1980 - February 1981
Chappell Music, Inc. 1978 - 1980
John Alcock Productions 1977 - 1978
Skills
Event Management, Event Planning, Management, Microsoft Office, Public Relations, Social Media, Copy Editing, Proofreading, News Writing, Project Management, Customer Service
Education
Santa Monica College
Art
Santa Rosa Junior College
Advertising, French
Carolyn Pettit, PHR's Exchange Bank Experience July 2006 - July 2008
Job Experienced and Certified Human Resources Manager at Pacific Crest Group
Industry Human Resources
Experience
Pacific Crest Group January 2013 - Present
Love2Dance September 2012 - Present
Pacific Crest Group August 2010 - January 2013
Peju Province Winery July 2008 - July 2010
Exchange Bank July 2006 - July 2008
Juice Shack August 2005 - July 2006
Skills
Employee Benefits, Employment Law, Employee Handbooks, Employee Relations, HRIS, Performance Appraisal, SuccessFactors
Education
Golden Gate University 2012 — 2014
Master's Degree, Human Resources Management
Sonoma State University 2004 — 2008
BS, Human Resources & Finance
Pacific Crest Group January 2013 - Present
Love2Dance September 2012 - Present
Pacific Crest Group August 2010 - January 2013
Peju Province Winery July 2008 - July 2010
Exchange Bank July 2006 - July 2008
Juice Shack August 2005 - July 2006
Skills
Employee Benefits, Employment Law, Employee Handbooks, Employee Relations, HRIS, Performance Appraisal, SuccessFactors
Education
Golden Gate University 2012 — 2014
Master's Degree, Human Resources Management
Sonoma State University 2004 — 2008
BS, Human Resources & Finance
Mimi Beseda's Exchange Bank Experience June 1974 - Present
Job AVP, Merchant Sales Officer at Exchange Bank
Industry Banking
Experience
Exchange Bank June 1974 - Present
SRHS Foundation 2012 - 2014
LeTip International 1994 - 2014
Skills
Credit, Marketing, Loans
Education
Santa Rosa Junior College 1974 — 1976
Associates Degree, Home Economics and Business
Santa Rosa High School 1971 — 1974
High School Diploma
Exchange Bank June 1974 - Present
SRHS Foundation 2012 - 2014
LeTip International 1994 - 2014
Skills
Credit, Marketing, Loans
Education
Santa Rosa Junior College 1974 — 1976
Associates Degree, Home Economics and Business
Santa Rosa High School 1971 — 1974
High School Diploma
Gary Litzsinger's Exchange Bank Experience April 2015 - Present
Job Chief Risk Officer at North Valley Bank
Industry Banking
Experience
Exchange Bank April 2015 - Present
North Valley Bank July 2004 - December 2014
Humboldt Bancorp November 2002 - July 2004
California Federal Savings Bank March 1999 - October 2002
Packard Bell NEC September 1995 - December 1998
Catholic Healthcare West April 1993 - July 1995
Skills
Banking, Commercial Banking, Auditing, Credit Analysis, Financial Risk, Portfolio Management, Risk Management, Commercial Lending, Consumer Lending, Commercial Mortgages, Small Business Lending, Internal Audit, Credit, Underwriting, Risk Assessment, Loans, Mortgage Lending
Education
Pacific Coast Banking School @ University of Washington 2005 — 2007
Graduate Certificate, Banking
California State University-Sacramento 1987 — 1990
Master of Science, Accountancy
University of California, Davis 1976 — 1978
Bachelor of Science (B.S.), Biochemistry
Exchange Bank April 2015 - Present
North Valley Bank July 2004 - December 2014
Humboldt Bancorp November 2002 - July 2004
California Federal Savings Bank March 1999 - October 2002
Packard Bell NEC September 1995 - December 1998
Catholic Healthcare West April 1993 - July 1995
Skills
Banking, Commercial Banking, Auditing, Credit Analysis, Financial Risk, Portfolio Management, Risk Management, Commercial Lending, Consumer Lending, Commercial Mortgages, Small Business Lending, Internal Audit, Credit, Underwriting, Risk Assessment, Loans, Mortgage Lending
Education
Pacific Coast Banking School @ University of Washington 2005 — 2007
Graduate Certificate, Banking
California State University-Sacramento 1987 — 1990
Master of Science, Accountancy
University of California, Davis 1976 — 1978
Bachelor of Science (B.S.), Biochemistry
Megan Countouriotis's Exchange Bank Experience October 2008 - August 2009
Job Recon Manager at Hansel Auto Group
Industry Automotive
Experience
Hansel Auto Group May 2013 - Present
Mechanics Bank August 2009 - November 2011
Exchange Bank October 2008 - August 2009
Starwood Hotels & Resorts Worldwide, Inc. June 2004 - September 2008
Kaiser Hospital June 2004 - August 2004
Skills
Banking, Commercial Banking, Internet Banking, Credit, Retail Banking, Loans, Commercial Lending, Customer Satisfaction, 10 Key, Accounting, Customer Acquisition, Customer Engagement, Cross Selling, Time Management, Sales, Customer Service, Deposits, Inventory Management, Leadership, Management, Customer Retention, Account Management, Sales Management, Sales Operations
Education
Diablo Valley College 2009 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
University of Hawaii at Manoa 2006 — 2008
Associate of Arts (A.A.), General Studies
Sonoma State University
Hansel Auto Group May 2013 - Present
Mechanics Bank August 2009 - November 2011
Exchange Bank October 2008 - August 2009
Starwood Hotels & Resorts Worldwide, Inc. June 2004 - September 2008
Kaiser Hospital June 2004 - August 2004
Skills
Banking, Commercial Banking, Internet Banking, Credit, Retail Banking, Loans, Commercial Lending, Customer Satisfaction, 10 Key, Accounting, Customer Acquisition, Customer Engagement, Cross Selling, Time Management, Sales, Customer Service, Deposits, Inventory Management, Leadership, Management, Customer Retention, Account Management, Sales Management, Sales Operations
Education
Diablo Valley College 2009 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
University of Hawaii at Manoa 2006 — 2008
Associate of Arts (A.A.), General Studies
Sonoma State University
Merel Harrison's Exchange Bank Experience December 1991 - December 1996
Job Loan Administrator at Fidelity Bank
Industry Banking
Experience
Fidelity Bank October 2011 - Present
Lake Oconee Community Bank August 2007 - October 2011
Lake Oconee Community Bank, a division of Decatur First Bank August 2007 - October 2011
Robins Federal Credit Union January 2003 - August 2007
BB&T December 1996 - January 2003
Exchange Bank December 1991 - December 1996
Skills
Administrative..., Microsoft Excel, Outlook, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Data Entry, Office Management, Office Administration, Access, Event Planning, Spreadsheets, Teamwork, Lotus Notes, Time Management, Banking, Administrative..., Team Building, Research, Leadership, Loans, Teaching, Management, Program Management
Education
Georgia College and State University 1974 — 1976
Bachelor of Arts (B.A.), History/ Education
Georgia Military College-Milledgeville Campus 1969 — 1974
High School Diploma and Jr College Assoc in Gen Studies, History and German
Fidelity Bank October 2011 - Present
Lake Oconee Community Bank August 2007 - October 2011
Lake Oconee Community Bank, a division of Decatur First Bank August 2007 - October 2011
Robins Federal Credit Union January 2003 - August 2007
BB&T December 1996 - January 2003
Exchange Bank December 1991 - December 1996
Skills
Administrative..., Microsoft Excel, Outlook, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Data Entry, Office Management, Office Administration, Access, Event Planning, Spreadsheets, Teamwork, Lotus Notes, Time Management, Banking, Administrative..., Team Building, Research, Leadership, Loans, Teaching, Management, Program Management
Education
Georgia College and State University 1974 — 1976
Bachelor of Arts (B.A.), History/ Education
Georgia Military College-Milledgeville Campus 1969 — 1974
High School Diploma and Jr College Assoc in Gen Studies, History and German
Linda Burille's Exchange Bank Experience February 2002 - Present
Job Vice President & Trust Officer at Exchange Bank
Industry Banking
Experience
Exchange Bank February 2002 - Present
Soroptimist International of Santa Rosa 1979 - 2012
Wells Fargo Bank April 1987 - February 2002
Bank of America NT&SA February 1979 - April 1987
Skills
Commercial Lending, Banking, Credit, Loans, Risk Management, Strategic Financial..., Financial Analysis, Retail Banking, Small Business Lending, Customer Service, Accounting, Employee Benefits, Strategic Planning, Non-profits, Estate Planning, Trusts, Charitable Trusts, Revocable Trusts, Irrevocable Life..., Special Needs Trusts, Wills, Trust Services, Credit Analysis
Education
San Francisco State University 1967 — 1974
Vocal Music
Lowell High School, San Francisco, CA 1964 — 1967
Exchange Bank February 2002 - Present
Soroptimist International of Santa Rosa 1979 - 2012
Wells Fargo Bank April 1987 - February 2002
Bank of America NT&SA February 1979 - April 1987
Skills
Commercial Lending, Banking, Credit, Loans, Risk Management, Strategic Financial..., Financial Analysis, Retail Banking, Small Business Lending, Customer Service, Accounting, Employee Benefits, Strategic Planning, Non-profits, Estate Planning, Trusts, Charitable Trusts, Revocable Trusts, Irrevocable Life..., Special Needs Trusts, Wills, Trust Services, Credit Analysis
Education
San Francisco State University 1967 — 1974
Vocal Music
Lowell High School, San Francisco, CA 1964 — 1967
Brian Kilkenny's Exchange Bank Experience May 2013 - Present
Job Business Development Officer/Vice President at Exchange Bank
Industry Financial Services
Experience
Exchange Bank May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
Warren Capital Corporation October 2008 - February 2011
Voit Commercial Brokerage January 2005 - October 2008
Skills
Underwriting, Real Estate Financing, Real Estate Finance, Investments, Portfolio Management
Education
Oregon State University 1999 — 2003
Bachelor of Science (BS), Agricultural Business and Management
Exchange Bank May 2013 - Present
Bank of America Merrill Lynch February 2011 - May 2013
Warren Capital Corporation October 2008 - February 2011
Voit Commercial Brokerage January 2005 - October 2008
Skills
Underwriting, Real Estate Financing, Real Estate Finance, Investments, Portfolio Management
Education
Oregon State University 1999 — 2003
Bachelor of Science (BS), Agricultural Business and Management
Lana Eberhard's Exchange Bank Experience January 1993 - January 2008
Job Marketing Program Specialist at Mendocino College Foundation, Inc.
Industry Higher Education
Experience
Mendocino College Marketing Program SpecialistMendocino College Foundation, Inc.2008 - Present
Exchange Bank January 1993 - January 2008
Skills
Graphic Design, Public Speaking, Photography, Event Planning, Art, Marketing, Graphics, Fundraising, Nonprofits, Editing, Social Media
Education
Santa Rosa Junior College 1986 — 1993
Applied Graphics
Mendocino College Marketing Program SpecialistMendocino College Foundation, Inc.2008 - Present
Exchange Bank January 1993 - January 2008
Skills
Graphic Design, Public Speaking, Photography, Event Planning, Art, Marketing, Graphics, Fundraising, Nonprofits, Editing, Social Media
Education
Santa Rosa Junior College 1986 — 1993
Applied Graphics
Helmut Moises Salazar's Exchange Bank Experience May 2003 - May 2005
Job Commercial Lender at Summit State Bank
Industry Banking
Experience
Summit State Bank June 2012 - Present
Sterling Savings Bank May 2010 - June 2012
North Valley Bank March 2007 - August 2009
Bank of America May 2005 - March 2007
Exchange Bank May 2003 - May 2005
Skills
Loans, Credit, Banking, Underwriting, Portfolio Management, Finance, Commercial Mortgages, Commercial Lending, Commercial Banking, Small Business Lending, Cash Flow, Credit Analysis
Education
Jackson Hewitt Tax School 2007 — 2008
Santa Rosa Junior College 2000 — 2003
Business Administration and Management, General
Summit State Bank June 2012 - Present
Sterling Savings Bank May 2010 - June 2012
North Valley Bank March 2007 - August 2009
Bank of America May 2005 - March 2007
Exchange Bank May 2003 - May 2005
Skills
Loans, Credit, Banking, Underwriting, Portfolio Management, Finance, Commercial Mortgages, Commercial Lending, Commercial Banking, Small Business Lending, Cash Flow, Credit Analysis
Education
Jackson Hewitt Tax School 2007 — 2008
Santa Rosa Junior College 2000 — 2003
Business Administration and Management, General
Randall Graver's Exchange Bank Experience February 2013 - Present
Job
Industry Banking
Experience
Exchange Bank February 2013 - Present
Central National Bank July 2011 - February 2013
Nebraska National Bank (Merged with Exchange Bank) December 2008 - July 2011
Commercial State Bank, Wells Fargo Bank, Ellis State Bank May 1996 - December 2008
Federal Deposit Insurance Corporation May 1985 - May 1996
Skills
Commercial Lending, Credit, Loans, Finance, Credit Analysis, Banking, Commercial Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Loan Origination, Retail Banking, Credit Risk, Financial Analysis, Management
Education
Fort Hays State University
Bachelor of Business Administration, Accounting
Exchange Bank February 2013 - Present
Central National Bank July 2011 - February 2013
Nebraska National Bank (Merged with Exchange Bank) December 2008 - July 2011
Commercial State Bank, Wells Fargo Bank, Ellis State Bank May 1996 - December 2008
Federal Deposit Insurance Corporation May 1985 - May 1996
Skills
Commercial Lending, Credit, Loans, Finance, Credit Analysis, Banking, Commercial Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Loan Origination, Retail Banking, Credit Risk, Financial Analysis, Management
Education
Fort Hays State University
Bachelor of Business Administration, Accounting
Tim O' Connor's Exchange Bank Experience June 2015 - Present
Job Branch Manager at Exchange Bank
Industry Banking
Experience
Exchange Bank June 2015 - Present
Bahia HOA March 2014 - Present
JP Morgan Chase July 2010 - June 2015
Hamilton Field HOA June 2010 - August 2013
Wells Fargo Bank February 2008 - July 2010
Tamalpais Bank October 2007 - February 2008
Bank of Marin December 2005 - October 2007
THE WARWICK HOTEL September 2003 - July 2005
Skills
Loans, Sales, Banking, Training, Business Development, Financial Services, Selling, Coaching, Branch Banking, Mortgage Lending, Credit, Relationship Management, Finance, Cross Selling, Retail Banking, Credit Analysis, Mortgage Banking, Business, Refinance, Investments, FHA, Business Strategy, Residential Mortgages, Business Planning, Financial Risk, Loan Origination, Commercial Lending, Team Building, Cash Management, Consumer Lending, Wealth Management, Recruiting, Retirement Planning, Small Business Lending, Commercial Banking, Customer Retention, Branch Management, Lines Of Credit, Mortgage Marketing, Payments, Operational Risk, Credit Cards, Home Equity Lines of..., Investment Advisory, Building Relationships, Cold Calling, Home Equity Loans, Loss Mitigation, Hiring, Private Banking
Education
Galway-Mayo Institute of Technology 1997 — 2002
BA, Business & Marketing
Exchange Bank June 2015 - Present
Bahia HOA March 2014 - Present
JP Morgan Chase July 2010 - June 2015
Hamilton Field HOA June 2010 - August 2013
Wells Fargo Bank February 2008 - July 2010
Tamalpais Bank October 2007 - February 2008
Bank of Marin December 2005 - October 2007
THE WARWICK HOTEL September 2003 - July 2005
Skills
Loans, Sales, Banking, Training, Business Development, Financial Services, Selling, Coaching, Branch Banking, Mortgage Lending, Credit, Relationship Management, Finance, Cross Selling, Retail Banking, Credit Analysis, Mortgage Banking, Business, Refinance, Investments, FHA, Business Strategy, Residential Mortgages, Business Planning, Financial Risk, Loan Origination, Commercial Lending, Team Building, Cash Management, Consumer Lending, Wealth Management, Recruiting, Retirement Planning, Small Business Lending, Commercial Banking, Customer Retention, Branch Management, Lines Of Credit, Mortgage Marketing, Payments, Operational Risk, Credit Cards, Home Equity Lines of..., Investment Advisory, Building Relationships, Cold Calling, Home Equity Loans, Loss Mitigation, Hiring, Private Banking
Education
Galway-Mayo Institute of Technology 1997 — 2002
BA, Business & Marketing
Cynthia Cannam's Exchange Bank Experience 2008 - 2012
Job Experienced Account Manager at Looking for Job Opportunities
Industry Banking
Experience
Looking for Job Opportunities 2014 - Present
Zeisler, Zeisler, Rawson & Johnson LLP 2013 - 2014
Exchange Bank 2008 - 2012
Mechanics Bank 1996 - 2008
Skills
Project Management, Organization, Efficiency, Banking, Investments, Financial Analysis, Estate Planning, Portfolio Management, Strategic Financial..., Customer Service, Wealth Management, New Business Development, Trust Services, Investment Management, Loans, Risk Management
Education
Santa Rosa Junior College
Associate's Degree, General Education
University of California, Davis
Bachelor's Degree, Agricultural and Managerial Economics
Looking for Job Opportunities 2014 - Present
Zeisler, Zeisler, Rawson & Johnson LLP 2013 - 2014
Exchange Bank 2008 - 2012
Mechanics Bank 1996 - 2008
Skills
Project Management, Organization, Efficiency, Banking, Investments, Financial Analysis, Estate Planning, Portfolio Management, Strategic Financial..., Customer Service, Wealth Management, New Business Development, Trust Services, Investment Management, Loans, Risk Management
Education
Santa Rosa Junior College
Associate's Degree, General Education
University of California, Davis
Bachelor's Degree, Agricultural and Managerial Economics
Robyn Hettrich's Exchange Bank Experience May 2011 - Present
Job Experienced Human Resources Leader
Industry Consumer Goods
Experience
Exchange Bank May 2011 - Present
CamelBak Products August 2007 - April 2011
Golden Gate National Parks Conservancy March 2000 - August 2007
Skills
Employee Relations, Onboarding, Applicant Tracking..., Employee Benefits, Talent Management, Performance Management, Recruiting, HRIS, Talent Acquisition, HR Policies, HRIS Database Management, Payroll, Workforce Planning
Education
San Francisco State University
HR Management Certification, Human Resources
Sonoma State University
BS, Business Administration-Human Resources
Exchange Bank May 2011 - Present
CamelBak Products August 2007 - April 2011
Golden Gate National Parks Conservancy March 2000 - August 2007
Skills
Employee Relations, Onboarding, Applicant Tracking..., Employee Benefits, Talent Management, Performance Management, Recruiting, HRIS, Talent Acquisition, HR Policies, HRIS Database Management, Payroll, Workforce Planning
Education
San Francisco State University
HR Management Certification, Human Resources
Sonoma State University
BS, Business Administration-Human Resources
Charles Ramsey's Exchange Bank Experience February 2010 - December 2010
Job Small Business Loan Consultant
Industry Banking
Experience
SBA Loans January 2011 - Present
Sunovis Financial, Inc. August 2012 - July 2014
Exchange Bank February 2010 - December 2010
US Small Business Administration June 2009 - February 2010
First Community Bank April 2006 - May 2009
VISION ONE CREDIT UNION March 2005 - March 2006
WACHOVIA SMALL BUSINESS CAPITAL January 2004 - March 2005
Greater Bay Bank June 2001 - December 2003
Bank of America October 1990 - June 2001
Skills
Commercial Lending, Commercial Banking, Underwriting, Credit Analysis, Credit, Commercial Mortgages, Credit Risk, SBA, Team Leadership, Loans, Mortgage Lending, Small Business Lending, Real Estate, Lines Of Credit, Construction Loans, Portfolio Management, Finance, Financial Analysis, Negotiation, Loan Origination, Commercial Real Estate, Banking, Financial Structuring, Investment Properties, Analysis, Cash Management, Small Business
Education
Binghamton University 1975 — 1979
BA, Psychology
Georgia State University
Graduate coursework, accounting; finance, marketing, and organizational behavior
SBA Loans January 2011 - Present
Sunovis Financial, Inc. August 2012 - July 2014
Exchange Bank February 2010 - December 2010
US Small Business Administration June 2009 - February 2010
First Community Bank April 2006 - May 2009
VISION ONE CREDIT UNION March 2005 - March 2006
WACHOVIA SMALL BUSINESS CAPITAL January 2004 - March 2005
Greater Bay Bank June 2001 - December 2003
Bank of America October 1990 - June 2001
Skills
Commercial Lending, Commercial Banking, Underwriting, Credit Analysis, Credit, Commercial Mortgages, Credit Risk, SBA, Team Leadership, Loans, Mortgage Lending, Small Business Lending, Real Estate, Lines Of Credit, Construction Loans, Portfolio Management, Finance, Financial Analysis, Negotiation, Loan Origination, Commercial Real Estate, Banking, Financial Structuring, Investment Properties, Analysis, Cash Management, Small Business
Education
Binghamton University 1975 — 1979
BA, Psychology
Georgia State University
Graduate coursework, accounting; finance, marketing, and organizational behavior
Kristen Elliff's Exchange Bank Experience November 2009 - November 2012
Job Santa Rosa Spine Institute
Industry Medical Practice
Experience
Santa Rosa Spine Institute May 2012 - Present
Exchange Bank November 2009 - November 2012
Education
California State University-Fullerton 2004 — 2008
Bachelors, Communications
Santa Rosa Spine Institute May 2012 - Present
Exchange Bank November 2009 - November 2012
Education
California State University-Fullerton 2004 — 2008
Bachelors, Communications
Denise Bridgman's Exchange Bank Experience
Job AVP/Telephone Customer Service Manager at Exchange Bank
Industry Banking
Experience
Exchange Bank
Skills
Customer Service, Banking, Problem Solving
Education
Loyola Marymount University 1977 — 1981
BA, Business Administration
Montgomery High School, Santa Rosa
Exchange Bank
Skills
Customer Service, Banking, Problem Solving
Education
Loyola Marymount University 1977 — 1981
BA, Business Administration
Montgomery High School, Santa Rosa
Margit Williams's Exchange Bank Experience 1982 - 1988
Job Chair of the Advisory Board at Cystic Fibrosis FoundationSouthwest FL chapter
Industry Education Management
Experience
Cystic Fibrosis Foundation-Southwest FL chapter January 2011 - Present
Tampa Preparatory School 2006 - 2012
University of South Florida September 1999 - May 2006
Exchange Bank 1982 - 1988
Skills
Teaching, Student Services, Curriculum Development, Instructional Technology, Courses, Student Affairs, Editorial Consulting, Research, Qualitative Research, University Teaching, Tutoring, Curriculum Design, Grant Writing, Community Outreach, Higher Education, Classroom, Nonprofits, K-12, Public Speaking, Volunteer Management, Editing, Program Development, Fundraising
Education
Indiana University Bloomington 1990 — 1998
Doctor of Philosophy (PhD), Political Science and Government, 4.0
University of South Florida 1987 — 1990
Master's degree, Political Science and Government, summa cum laude
Bucknell University 1977 — 1981
Bachelor of Arts (BA), Comparative French and Spanish literaure
Cystic Fibrosis Foundation-Southwest FL chapter January 2011 - Present
Tampa Preparatory School 2006 - 2012
University of South Florida September 1999 - May 2006
Exchange Bank 1982 - 1988
Skills
Teaching, Student Services, Curriculum Development, Instructional Technology, Courses, Student Affairs, Editorial Consulting, Research, Qualitative Research, University Teaching, Tutoring, Curriculum Design, Grant Writing, Community Outreach, Higher Education, Classroom, Nonprofits, K-12, Public Speaking, Volunteer Management, Editing, Program Development, Fundraising
Education
Indiana University Bloomington 1990 — 1998
Doctor of Philosophy (PhD), Political Science and Government, 4.0
University of South Florida 1987 — 1990
Master's degree, Political Science and Government, summa cum laude
Bucknell University 1977 — 1981
Bachelor of Arts (BA), Comparative French and Spanish literaure
Lois Casper's Exchange Bank Experience
Job Personal Banker at Exchange Bank
Industry Banking
Experience
Exchange Bank
Skills
Loans, Banking
Education
Northern Michigan University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Exchange Bank
Skills
Loans, Banking
Education
Northern Michigan University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jason Markovitz's Exchange Bank Experience November 2002 - May 2003
Job Systems Administrator I
Industry Public Safety
Experience
BI Incorporated May 2005 - Present
BI Inc 2013 - 2014
BI Incorporated August 2003 - May 2005
Exchange Bank November 2002 - May 2003
Freeman Lexus July 1999 - October 2002
Skills
Computer Maintenance, Enterprise Storage, Security Incident..., Troubleshooting, Active Directory, Microsoft Office, Software Documentation, VMware, Customer Service, Microsoft Exchange, Team Leadership, Computer Hardware, Windows 7, Windows Server
Education
Santa Rosa Junior College 1999 — 2001
Architecture
Piner HIgh School 1995 — 1999
High School Diploma
BI Incorporated May 2005 - Present
BI Inc 2013 - 2014
BI Incorporated August 2003 - May 2005
Exchange Bank November 2002 - May 2003
Freeman Lexus July 1999 - October 2002
Skills
Computer Maintenance, Enterprise Storage, Security Incident..., Troubleshooting, Active Directory, Microsoft Office, Software Documentation, VMware, Customer Service, Microsoft Exchange, Team Leadership, Computer Hardware, Windows 7, Windows Server
Education
Santa Rosa Junior College 1999 — 2001
Architecture
Piner HIgh School 1995 — 1999
High School Diploma
Tina Kirkland's Exchange Bank Experience August 2006 - December 2006
Job Accountant at Aggressor Fleet
Industry Accounting
Experience
Aggressor Fleet September 2009 - Present
Kirkland Steel Fabricators, LLC January 2007 - September 2009
Exchange Bank August 2006 - December 2006
Kirkland Steel Fabricators, LLC July 2004 - July 2006
Kirkland Brother's Welding, Inc July 2000 - July 2004
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Peachtree, QuickBooks, Microsoft Excel, Financial Accounting, Cost Accounting, Management, Financial Statements
Education
Georgia College and State University 2000 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Harlem High School 1996 — 2000
Aggressor Fleet September 2009 - Present
Kirkland Steel Fabricators, LLC January 2007 - September 2009
Exchange Bank August 2006 - December 2006
Kirkland Steel Fabricators, LLC July 2004 - July 2006
Kirkland Brother's Welding, Inc July 2000 - July 2004
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Peachtree, QuickBooks, Microsoft Excel, Financial Accounting, Cost Accounting, Management, Financial Statements
Education
Georgia College and State University 2000 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Harlem High School 1996 — 2000
Bev Munson's Exchange Bank Experience June 1983 - October 1985
Job Owner/Principal at M&M HR Consulting (formerly Human Resources Contracting Service)
Industry Higher Education
Experience
M&M HR Consulting (formerly Human Resources Contracting Service) January 1991 - Present
Santa Rosa Junior College September 1981 - Present
Hawaiian Telcom May 2005 - May 2008
Sutter Health May 2001 - May 2004
Vivant Corporation March 2000 - May 2001
InsWeb Corporation May 1999 - May 2000
Peter R. Johnson & Associates March 1988 - November 1990
Redwood Bank October 1985 - March 1988
Exchange Bank June 1983 - October 1985
Santa Rosa Junior College June 1981 - June 1983
Skills
Teaching, Human Resources, Microsoft Office, Public Speaking, Training, Research, Data Entry, Leadership Development, Customer Service, Organizational..., Outlook, Organizational..., Deferred Compensation, Non-profits, Blogging, Creative Writing, Nonprofits, Editing, Time Management, University Teaching, Employee Benefits, Program Management, Employee Relations, Coaching, Team Building, Management, Recruiting, Change Management
Education
San Francisco State University 1973 — 1980
Master of Science (M.S.), Counseling Psychology
Fresno State University 1971 — 1973
Bachelor of Arts (B.A.), Secondary Education and Teaching
M&M HR Consulting (formerly Human Resources Contracting Service) January 1991 - Present
Santa Rosa Junior College September 1981 - Present
Hawaiian Telcom May 2005 - May 2008
Sutter Health May 2001 - May 2004
Vivant Corporation March 2000 - May 2001
InsWeb Corporation May 1999 - May 2000
Peter R. Johnson & Associates March 1988 - November 1990
Redwood Bank October 1985 - March 1988
Exchange Bank June 1983 - October 1985
Santa Rosa Junior College June 1981 - June 1983
Skills
Teaching, Human Resources, Microsoft Office, Public Speaking, Training, Research, Data Entry, Leadership Development, Customer Service, Organizational..., Outlook, Organizational..., Deferred Compensation, Non-profits, Blogging, Creative Writing, Nonprofits, Editing, Time Management, University Teaching, Employee Benefits, Program Management, Employee Relations, Coaching, Team Building, Management, Recruiting, Change Management
Education
San Francisco State University 1973 — 1980
Master of Science (M.S.), Counseling Psychology
Fresno State University 1971 — 1973
Bachelor of Arts (B.A.), Secondary Education and Teaching
Matthew Muser's Exchange Bank Experience June 2008 - August 2012
Job Endsight Bus. Develpoment Associate
Industry Information Technology and Services
Experience
Endsight August 2012 - Present
Exchange Bank June 2008 - August 2012
Skills
Salesforce.com, IT Solutions, Network Administration, Sales
Education
Santa Rosa Junior College 2010 — 2012
Continued Education towards Child Development and Juvenile Probation Cert, Criminal Justice and Corrections
SDCC 2005 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
Endsight August 2012 - Present
Exchange Bank June 2008 - August 2012
Skills
Salesforce.com, IT Solutions, Network Administration, Sales
Education
Santa Rosa Junior College 2010 — 2012
Continued Education towards Child Development and Juvenile Probation Cert, Criminal Justice and Corrections
SDCC 2005 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
Ron Valladao's Exchange Bank Experience 2014 - Present
Job VP/SBA Business Development Manager at Exchange Bank
Industry Financial Services
Experience
Exchange Bank 2014 - Present
Commercial Real Estate and SBA lending 1986 - 2013
Skills
Retirement Planning, Mutual Funds, Credit, Investments, Loans, Small Business Lending
Education
San Francisco State University
Bachelor of Arts (B.A.), Business Administration
Exchange Bank 2014 - Present
Commercial Real Estate and SBA lending 1986 - 2013
Skills
Retirement Planning, Mutual Funds, Credit, Investments, Loans, Small Business Lending
Education
San Francisco State University
Bachelor of Arts (B.A.), Business Administration
Rosemarie Nomura's Exchange Bank Experience January 1999 - December 2006
Job Staff Accountant 1 at Department of Treasury
Industry Accounting
Experience
Department of Treasury October 2007 - Present
Bank of Hawaii February 2007 - October 2007
Exchange Bank January 1999 - December 2006
Skills
Research, HTML, Editing, Java, Microsoft Excel, Microsoft Word, Microsoft Office, Photoshop, Singing, Filing
Education
American Samoa Community College 1996 — 1998
Associate of Science (A.S.), Accounting
Samoan High School 1992 — 1996
High School Diploma
Department of Treasury October 2007 - Present
Bank of Hawaii February 2007 - October 2007
Exchange Bank January 1999 - December 2006
Skills
Research, HTML, Editing, Java, Microsoft Excel, Microsoft Word, Microsoft Office, Photoshop, Singing, Filing
Education
American Samoa Community College 1996 — 1998
Associate of Science (A.S.), Accounting
Samoan High School 1992 — 1996
High School Diploma
Brian Kilkenny's Exchange Bank Experience May 2013 - Present
Job
Industry
Experience
Exchange Bank May 2013 - Present
Bank of America January 2011 - April 2013
Warren Capital Corporation October 2008 - January 2011
Education
Oregon State University 1999 — 2003
Bachelor of Science (BS), Agricultural Business and Management
Montgomery High School 1995 — 1999
Exchange Bank May 2013 - Present
Bank of America January 2011 - April 2013
Warren Capital Corporation October 2008 - January 2011
Education
Oregon State University 1999 — 2003
Bachelor of Science (BS), Agricultural Business and Management
Montgomery High School 1995 — 1999
Adam Behsmann's Exchange Bank Experience May 2011 - Present
Job Application Support Analyst at Exchange Bank
Industry Banking
Experience
Exchange Bank May 2011 - Present
Exchange Bank May 2004 - April 2011
Skills
Analytics, Customer Service, Critical Thinking
Education
Santa Rosa Junior College
Associate of Arts (AA)
Sonoma State University
Bachelor of Science (BS), Business Administration & Economics
Exchange Bank May 2011 - Present
Exchange Bank May 2004 - April 2011
Skills
Analytics, Customer Service, Critical Thinking
Education
Santa Rosa Junior College
Associate of Arts (AA)
Sonoma State University
Bachelor of Science (BS), Business Administration & Economics
Jennifer Hallum's Exchange Bank Experience February 2009 - April 2013
Job Analyst at Stephens Production Company
Industry Oil & Energy
Experience
Stephens Production Company February 1993 - Present
Exchange Bank February 2009 - April 2013
Exhange Bank February 2009 - March 2011
Skills
Energy Industry, Gas, Geology, Petroleum, Drilling, Microsoft Excel, Microsoft Word, Valuation, Financial Modeling, VBA, Commodity Markets, Economics, Leases, Energy Markets
Education
Northeastern State University 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Stephens Production Company February 1993 - Present
Exchange Bank February 2009 - April 2013
Exhange Bank February 2009 - March 2011
Skills
Energy Industry, Gas, Geology, Petroleum, Drilling, Microsoft Excel, Microsoft Word, Valuation, Financial Modeling, VBA, Commodity Markets, Economics, Leases, Energy Markets
Education
Northeastern State University 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Mike Arendt's Exchange Bank Experience March 2012 - Present
Job
Industry
Experience
Exchange Bank March 2012 - Present
Skills
Sales, Leadership, Recruiting, Grant Writing, Management, Strategic Planning, Public Speaking, Team Building, Fundraising, Nonprofits, Marketing, Event Planning, Budgets, Customer Service, Public Relations
Education
Pacific Coast Banking School
Pepperdine University
Master of Business Administration (MBA)
University of California, Davis - Graduate School of Management
BS
Exchange Bank March 2012 - Present
Skills
Sales, Leadership, Recruiting, Grant Writing, Management, Strategic Planning, Public Speaking, Team Building, Fundraising, Nonprofits, Marketing, Event Planning, Budgets, Customer Service, Public Relations
Education
Pacific Coast Banking School
Pepperdine University
Master of Business Administration (MBA)
University of California, Davis - Graduate School of Management
BS