First Bank of San Luis Obispo
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First Bank of San Luis Obispo Employees
Employee
Years
Job
Industry
Bryan Besoain Bryan Besoain's First Bank of San Luis Obispo Experience August 2005 - February 2007
Job Assessment Technician at County of Santa Cruz
Industry Government Relations
Experience
County of Santa Cruz July 2013 - Present
County of San Luis Obispo September 2012 - July 2013
SLO Credit Union February 2009 - June 2012
Founders Community Bank February 2007 - February 2009
First Bank of San Luis Obispo August 2005 - February 2007
Skills
Notary Public, Property Management..., Cash Handling Experience, New Account Opening, Accounts Payable, Credit Scoring, Collections, Escheatment, Levies, Trusts, IRAs, Data Entry, Customer Service, Windows, Mac OS, Microsoft Excel, Microsoft Word, Editing
Education
Cuesta College
County of Santa Cruz July 2013 - Present
County of San Luis Obispo September 2012 - July 2013
SLO Credit Union February 2009 - June 2012
Founders Community Bank February 2007 - February 2009
First Bank of San Luis Obispo August 2005 - February 2007
Skills
Notary Public, Property Management..., Cash Handling Experience, New Account Opening, Accounts Payable, Credit Scoring, Collections, Escheatment, Levies, Trusts, IRAs, Data Entry, Customer Service, Windows, Mac OS, Microsoft Excel, Microsoft Word, Editing
Education
Cuesta College
Scott Doi Scott Doi's First Bank of San Luis Obispo Experience 2004 - 2006
Job Vice President, Branch Manager at Chase Bank
Industry Financial Services
Experience
Chase 2013 - Present
Chase 2009 - 2012
Pacific Capital Bancorp 2006 - 2009
First Bank of San Luis Obispo 2004 - 2006
Sierra Central Credit Union 2001 - 2004
Hewlett Packard Consulting 1996 - 2001
Great Western Bank 1989 - 1995
Skills
Consumer Lending, Loans, Mortgage Lending, Loan Origination, Credit, Small Business Lending, Commercial Lending, Mortgage Banking, Credit Analysis, Refinance, Lines Of Credit, Retail Banking, Commercial Banking, Banking, FHA, Residential Mortgages, Home Equity Loans, Mortgage Underwriting, Underwriting, VA loans
Education
University of California, Davis
Bachelor's degree
Chase 2013 - Present
Chase 2009 - 2012
Pacific Capital Bancorp 2006 - 2009
First Bank of San Luis Obispo 2004 - 2006
Sierra Central Credit Union 2001 - 2004
Hewlett Packard Consulting 1996 - 2001
Great Western Bank 1989 - 1995
Skills
Consumer Lending, Loans, Mortgage Lending, Loan Origination, Credit, Small Business Lending, Commercial Lending, Mortgage Banking, Credit Analysis, Refinance, Lines Of Credit, Retail Banking, Commercial Banking, Banking, FHA, Residential Mortgages, Home Equity Loans, Mortgage Underwriting, Underwriting, VA loans
Education
University of California, Davis
Bachelor's degree
Gayle Hudgens Gayle Hudgens's First Bank of San Luis Obispo Experience 1998 - 2011
Job Professional
Industry Arts and Crafts
Experience
Michaels Stores, Inc. October 2013 - Present
Founders Community Bank July 2012 - April 2013
Santa Barbara Bank & Trust 1998 - 2011
First Bank of San Luis Obispo 1998 - 2011
Westamerica Bank May 1983 - January 1998
Skills
Customer Service, Money Handling, Quickbooks, Phone Etiquette, Banking, QuickBooks, Credit, Cash Management, Loans, Money
Education
California Polytechnic State University-San Luis Obispo 1979 — 1981
Bachelor's degree, Natural Resources/Conservation, General
Santa Monica College 1975 — 1978
Liberal Art degree, Liberal Arts and Sciences/Liberal Studies
Michaels Stores, Inc. October 2013 - Present
Founders Community Bank July 2012 - April 2013
Santa Barbara Bank & Trust 1998 - 2011
First Bank of San Luis Obispo 1998 - 2011
Westamerica Bank May 1983 - January 1998
Skills
Customer Service, Money Handling, Quickbooks, Phone Etiquette, Banking, QuickBooks, Credit, Cash Management, Loans, Money
Education
California Polytechnic State University-San Luis Obispo 1979 — 1981
Bachelor's degree, Natural Resources/Conservation, General
Santa Monica College 1975 — 1978
Liberal Art degree, Liberal Arts and Sciences/Liberal Studies
Heather Cota Heather Cota's First Bank of San Luis Obispo Experience December 2007 - April 2009
Job Corporate Event Coordinator and Recruiter
Industry Events Services
Experience
College Works Painting February 2013 - Present
Workplace Innovation Limited September 2012 - November 2012
LD Products, Inc. August 2009 - September 2011
First Bank of San Luis Obispo December 2007 - April 2009
Carter's OshKosh B'gosh June 2005 - December 2007
Skills
Customer Service, Microsoft Excel, Management, Teamwork, PowerPoint, Ebay Sales, Microsoft Word, Microsoft Office, Event Management, Corporate Recruiting, Channel Advisor, Project Management, Telephone Skills, Amazon, Retail Sales, Social Networking, Outlook, Direct Mail, Corporate Events, Business Travel, Event Planning, Mail Order Manager, Varien, Phone Skills, WebEx, Travel Planning, Inventory Management, Cost Allocation, Logistics, Logistics Management, Teller Operations, Networking, Kayako
Education
The Nottingham Trent University 2011 — 2012
Master of Science (MSc), International Business
California State University Dominguez Hills 2009 — 2011
Bachelor of Arts (BA) and Minor, Mass Communication/Media Studies with minor in Marketing, Graduated with Honors
Cuesta College 2007 — 2009
Associate's Degree, General Education
College Works Painting February 2013 - Present
Workplace Innovation Limited September 2012 - November 2012
LD Products, Inc. August 2009 - September 2011
First Bank of San Luis Obispo December 2007 - April 2009
Carter's OshKosh B'gosh June 2005 - December 2007
Skills
Customer Service, Microsoft Excel, Management, Teamwork, PowerPoint, Ebay Sales, Microsoft Word, Microsoft Office, Event Management, Corporate Recruiting, Channel Advisor, Project Management, Telephone Skills, Amazon, Retail Sales, Social Networking, Outlook, Direct Mail, Corporate Events, Business Travel, Event Planning, Mail Order Manager, Varien, Phone Skills, WebEx, Travel Planning, Inventory Management, Cost Allocation, Logistics, Logistics Management, Teller Operations, Networking, Kayako
Education
The Nottingham Trent University 2011 — 2012
Master of Science (MSc), International Business
California State University Dominguez Hills 2009 — 2011
Bachelor of Arts (BA) and Minor, Mass Communication/Media Studies with minor in Marketing, Graduated with Honors
Cuesta College 2007 — 2009
Associate's Degree, General Education
Erin Villafana, CPA Erin Villafana, CPA's First Bank of San Luis Obispo Experience May 2004 - July 2006
Job Audit Manager at Vavrinek, Trine, Day & Co., LLP
Industry Accounting
Experience
Vavrinek, Trine, Day & Co., LLP July 2013 - Present
Vavrinek, Trine, Day & Co., LLP June 2008 - July 2013
Perry-Smith, LLP August 2006 - June 2008
First Bank of San Luis Obispo May 2004 - July 2006
First Bank of San Luis Obispo March 2002 - July 2006
First Bank of San Luis Obispo June 2001 - March 2003
Skills
Certified Public..., Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Reporting, Financial Statements, GAAP, SEC filings, Accounting, Tax, General Ledger, Account Reconciliation, Assurance, US GAAP, External Audit, CPA
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
BS Business Administration, Accounting and Finance
Vavrinek, Trine, Day & Co., LLP July 2013 - Present
Vavrinek, Trine, Day & Co., LLP June 2008 - July 2013
Perry-Smith, LLP August 2006 - June 2008
First Bank of San Luis Obispo May 2004 - July 2006
First Bank of San Luis Obispo March 2002 - July 2006
First Bank of San Luis Obispo June 2001 - March 2003
Skills
Certified Public..., Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Reporting, Financial Statements, GAAP, SEC filings, Accounting, Tax, General Ledger, Account Reconciliation, Assurance, US GAAP, External Audit, CPA
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
BS Business Administration, Accounting and Finance
Daniela Medrano Daniela Medrano's First Bank of San Luis Obispo Experience 2002 - 2005
Job Controller at Quaglino Roofing & Quaglino Properties
Industry Construction
Experience
Quaglino Roofing & Quaglino Properties December 2006 - Present
First Bank of San Luis Obispo 2002 - 2005
Skills
General Ledger, Financial Statements, Accounting
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
BS, Business Administration
Quaglino Roofing & Quaglino Properties December 2006 - Present
First Bank of San Luis Obispo 2002 - 2005
Skills
General Ledger, Financial Statements, Accounting
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
BS, Business Administration
Bradley Lyon Bradley Lyon's First Bank of San Luis Obispo Experience June 1989 - June 1998
Job Bank Consultant, also, in association with The AVERY Company, LLC
Industry Banking
Experience
Brad Lyon, Bank Consultant February 2011 - Present
San Luis Trust Bank January 1998 - February 2011
First Bank of San Luis Obispo June 1989 - June 1998
U.S. Treasury Dept., OCC June 1987 - June 1989
Skills
Proficient in Microsoft..., Banking, Financial Analysis, Credit, Financial Modeling, Corporate Finance, Loans, Finance, Credit Analysis, Risk Management, Cash Management, Portfolio Management, Investments
Education
ABA Stonier Graduate School of Banking 1992 — 1995
Professional, Banking and Finance, Graduated with Honors
Brigham Young University 1984 — 1987
Bachelor of Science (B.S.), Finance, General
Brad Lyon, Bank Consultant February 2011 - Present
San Luis Trust Bank January 1998 - February 2011
First Bank of San Luis Obispo June 1989 - June 1998
U.S. Treasury Dept., OCC June 1987 - June 1989
Skills
Proficient in Microsoft..., Banking, Financial Analysis, Credit, Financial Modeling, Corporate Finance, Loans, Finance, Credit Analysis, Risk Management, Cash Management, Portfolio Management, Investments
Education
ABA Stonier Graduate School of Banking 1992 — 1995
Professional, Banking and Finance, Graduated with Honors
Brigham Young University 1984 — 1987
Bachelor of Science (B.S.), Finance, General
Thomas Sherman Thomas Sherman's First Bank of San Luis Obispo Experience October 1984 - September 1996
Job CEO at Founders Community Bank
Industry Banking
Experience
Founders Community Bank Board MemberSan Luis Obispo Chamber of Commerce Board of Directors2006 - 2008
Coast National Bank June 1997 - November 2003
First Bank of San Luis Obispo October 1984 - September 1996
Education
California Polytechnic State University-San Luis Obispo 1978 — 1983
BS, Physical Education
Founders Community Bank Board MemberSan Luis Obispo Chamber of Commerce Board of Directors2006 - 2008
Coast National Bank June 1997 - November 2003
First Bank of San Luis Obispo October 1984 - September 1996
Education
California Polytechnic State University-San Luis Obispo 1978 — 1983
BS, Physical Education
Jason Simmons Jason Simmons's First Bank of San Luis Obispo Experience November 1999 - July 2004
Job Senior Buyer DTC at ASICS America
Industry Retail
Experience
ASICS America April 2015 - Present
ASICS America December 2013 - Present
Pacific Sunwear January 2011 - July 2013
Foot Locker July 2008 - January 2011
Foot Locker May 2007 - July 2008
Foot Locker August 2006 - May 2007
Foot Locker May 2005 - August 2006
Foot Locker August 2004 - May 2005
First Bank of San Luis Obispo November 1999 - July 2004
Skills
Retail, Footwear, Retail Management, Trend, Vendor Relations, Trend Analysis, Forecasting, Buying, Fashion, Excel, Merchandising, Store Management, Apparel, Merchandise Planning, Sales, Inventory Control, Profit, Visual Merchandising, Microsoft Excel, Real Estate, Retail Buying, Private Label, CPFR, Inventory Management, Assortment, Wholesale, Income Statement, Store Operations, Pricing, Management, Retail Sales, Leadership, Planograms, P&L, Driving Results, Loss Prevention, Fashion Buying, Purchasing, Shoes, Sportswear, Sourcing, Global Sourcing, POS, Product Knowledge, New Store Openings
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
BS, ECONOMICS
ASICS America April 2015 - Present
ASICS America December 2013 - Present
Pacific Sunwear January 2011 - July 2013
Foot Locker July 2008 - January 2011
Foot Locker May 2007 - July 2008
Foot Locker August 2006 - May 2007
Foot Locker May 2005 - August 2006
Foot Locker August 2004 - May 2005
First Bank of San Luis Obispo November 1999 - July 2004
Skills
Retail, Footwear, Retail Management, Trend, Vendor Relations, Trend Analysis, Forecasting, Buying, Fashion, Excel, Merchandising, Store Management, Apparel, Merchandise Planning, Sales, Inventory Control, Profit, Visual Merchandising, Microsoft Excel, Real Estate, Retail Buying, Private Label, CPFR, Inventory Management, Assortment, Wholesale, Income Statement, Store Operations, Pricing, Management, Retail Sales, Leadership, Planograms, P&L, Driving Results, Loss Prevention, Fashion Buying, Purchasing, Shoes, Sportswear, Sourcing, Global Sourcing, POS, Product Knowledge, New Store Openings
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
BS, ECONOMICS
Sarene Chapman, CPA's First Bank of San Luis Obispo Experience January 2002 - September 2005
Job Tax Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Crowe Horwath LLP July 2011 - December 2012
(varied) June 2009 - February 2011
JNSC Corporation dba Outdoor Lighting Perspectives February 2007 - June 2009
Cameron Financial Group, Inc. September 2005 - October 2006
First Bank of San Luis Obispo January 2002 - September 2005
Mother's Tavern June 2000 - August 2000
Skills
Microsoft Excel, QuickBooks, Accounting, Financial Accounting, Financial Analysis, Financial Statements, Microsoft Word, Tax, General Ledger, PowerPoint, Microsoft Office, Customer Service, Outlook, Research, Cash Flow, GAAP, Auditing, Finance, Tax Preparation
Education
California State University-Sacramento 2009 — 2011
M.S., Accountancy
University of California, Berkeley 1997 — 2001
B.A., Economics
Moss Adams LLP January 2013 - Present
Crowe Horwath LLP July 2011 - December 2012
(varied) June 2009 - February 2011
JNSC Corporation dba Outdoor Lighting Perspectives February 2007 - June 2009
Cameron Financial Group, Inc. September 2005 - October 2006
First Bank of San Luis Obispo January 2002 - September 2005
Mother's Tavern June 2000 - August 2000
Skills
Microsoft Excel, QuickBooks, Accounting, Financial Accounting, Financial Analysis, Financial Statements, Microsoft Word, Tax, General Ledger, PowerPoint, Microsoft Office, Customer Service, Outlook, Research, Cash Flow, GAAP, Auditing, Finance, Tax Preparation
Education
California State University-Sacramento 2009 — 2011
M.S., Accountancy
University of California, Berkeley 1997 — 2001
B.A., Economics
James Hade, CPA's First Bank of San Luis Obispo Experience October 2004 - December 2005
Job Special Agent, U.S. Treasury Dept.
Industry Law Enforcement
Experience
U.S Treasury Department - IRS Criminal Investigation September 2011 - Present
Caliber Accounting and Tax, LLP July 2008 - August 2009
Barbich Longcrier Hooper and King January 2006 - June 2008
First Bank of San Luis Obispo October 2004 - December 2005
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Bachelor of Science (B.S.), Accounting and Finance
U.S Treasury Department - IRS Criminal Investigation September 2011 - Present
Caliber Accounting and Tax, LLP July 2008 - August 2009
Barbich Longcrier Hooper and King January 2006 - June 2008
First Bank of San Luis Obispo October 2004 - December 2005
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Kristy Coffin Kristy Coffin's First Bank of San Luis Obispo Experience January 2008 - April 2009
Job Business Owner, Rockit Fuel 5000 Ltd. Co.
Industry Food & Beverages
Experience
Rockit Fuel 5000 "Coffee with a Mission" June 2015 - Present
Kristy Coffin Photography September 1983 - Present
Dr. Richard Healy, DDS January 2010 - October 2012
First Bank of San Luis Obispo January 2008 - April 2009
Rabobank June 2007 - December 2007
German American May 2005 - May 2007
The Mobile Notary January 1999 - April 2005
Skills
Business Management, Marketing, Business Relationship..., Customer-focused Service, Relationship Management, Relationship Marketing, Relationship Building, Social Media..., Photography, Digital Photography, Photo Editing, Small Business, Business Banking, Business Planning, Report Writing, Proposal Writing, Dental Sales, Business Communications, Mortgage Banking, Retail Banking, Investment Banking, Dental Software, Dental Insurance, Dental Marketing, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Management, Public Speaking, Customer Service, Social Media, Event Planning, Leadership, Sales
Education
Colorado State University-Global Campus
Business/Corporate Communications, 4.0
Santa Barbara Business College-Santa Maria
Certificate of Completion, Business Administration and Management, General, 3.95
Rockit Fuel 5000 "Coffee with a Mission" June 2015 - Present
Kristy Coffin Photography September 1983 - Present
Dr. Richard Healy, DDS January 2010 - October 2012
First Bank of San Luis Obispo January 2008 - April 2009
Rabobank June 2007 - December 2007
German American May 2005 - May 2007
The Mobile Notary January 1999 - April 2005
Skills
Business Management, Marketing, Business Relationship..., Customer-focused Service, Relationship Management, Relationship Marketing, Relationship Building, Social Media..., Photography, Digital Photography, Photo Editing, Small Business, Business Banking, Business Planning, Report Writing, Proposal Writing, Dental Sales, Business Communications, Mortgage Banking, Retail Banking, Investment Banking, Dental Software, Dental Insurance, Dental Marketing, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Management, Public Speaking, Customer Service, Social Media, Event Planning, Leadership, Sales
Education
Colorado State University-Global Campus
Business/Corporate Communications, 4.0
Santa Barbara Business College-Santa Maria
Certificate of Completion, Business Administration and Management, General, 3.95
Carlesha Harris's First Bank of San Luis Obispo Experience September 2006 - April 2009
Job AVP/Electronic Banking Specialist at Founders Community Bank
Industry Banking
Experience
Founders Community Bank May 2014 - Present
Founders Community Bank May 2013 - May 2014
First Bank of San Luis Obispo September 2006 - April 2009
Skills
Banking, Customer Service, Retail Banking, Finance
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
Founders Community Bank May 2014 - Present
Founders Community Bank May 2013 - May 2014
First Bank of San Luis Obispo September 2006 - April 2009
Skills
Banking, Customer Service, Retail Banking, Finance
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
David Booker's First Bank of San Luis Obispo Experience 1988 - 2005
Job PRESIDENT AND CEO at EL LIBRO LOCO
Industry Banking
Experience
EL LIBRO LOCO January 2010 - Present
AMERICAN PRINCIPLE BANK October 2007 - December 2010
First Bank of San Luis Obispo 1988 - 2005
Skills
Banking, Credit, Loans, Real Estate, Accounting, Small Business Lending, Financial Analysis, Commercial Lending, Commercial Banking, Investments, Credit Analysis, Cash Management, Finance, Portfolio Management, Corporate Finance, Loan Origination, Credit Risk, Risk Management, Investment Advisory, Underwriting, Consumer Lending, Retail Banking, Business Planning, Mortgage Lending, Mergers & Acquisitions, Commercial Mortgages, Executive Management, Treasury Management
Education
Cal Poly San Luis Obispo 1965 — 1968
BS, ACCOUNTING/BUSINESS
EL LIBRO LOCO January 2010 - Present
AMERICAN PRINCIPLE BANK October 2007 - December 2010
First Bank of San Luis Obispo 1988 - 2005
Skills
Banking, Credit, Loans, Real Estate, Accounting, Small Business Lending, Financial Analysis, Commercial Lending, Commercial Banking, Investments, Credit Analysis, Cash Management, Finance, Portfolio Management, Corporate Finance, Loan Origination, Credit Risk, Risk Management, Investment Advisory, Underwriting, Consumer Lending, Retail Banking, Business Planning, Mortgage Lending, Mergers & Acquisitions, Commercial Mortgages, Executive Management, Treasury Management
Education
Cal Poly San Luis Obispo 1965 — 1968
BS, ACCOUNTING/BUSINESS
Reesha Meacham's First Bank of San Luis Obispo Experience August 2003 - August 2006
Job Receptionist at Sole Technology
Industry Human Resources
Experience
Sole Technology August 2012 - Present
Sole Technology August 2012 - Present
Brassiere Bread October 2009 - June 2010
San Luis Trust Bank September 2006 - November 2007
First Bank of San Luis Obispo August 2003 - August 2006
Hobees Restaurant February 2002 - July 2003
Skills
Customer Service, Human Resources, Retail, Operations Management, Teamwork, Time Management, Microsoft Word, Microsoft Excel, Outlook, Banking, Research, Food & Beverage, Interviews, 10 Key, Organization, Typing
Education
Columbia College 2011 — 2013
Bachelor's degree, History
French Culinary Institute 2007 — 2008
Grand Diploma, Pastry
Sole Technology August 2012 - Present
Sole Technology August 2012 - Present
Brassiere Bread October 2009 - June 2010
San Luis Trust Bank September 2006 - November 2007
First Bank of San Luis Obispo August 2003 - August 2006
Hobees Restaurant February 2002 - July 2003
Skills
Customer Service, Human Resources, Retail, Operations Management, Teamwork, Time Management, Microsoft Word, Microsoft Excel, Outlook, Banking, Research, Food & Beverage, Interviews, 10 Key, Organization, Typing
Education
Columbia College 2011 — 2013
Bachelor's degree, History
French Culinary Institute 2007 — 2008
Grand Diploma, Pastry
Jeni White's First Bank of San Luis Obispo Experience October 2001 - September 2006
Job Credit Analyst at Heritage Oaks Bank
Industry Banking
Experience
Heritage Oaks Bank March 2014 - Present
Mission Community Bank November 2012 - February 2014
First California Bank February 2011 - November 2012
San Luis Trust Bank June 2009 - February 2011
San Luis Trust Bank August 2006 - June 2009
First Bank of San Luis Obispo October 2001 - September 2006
Education
Cal Poly San Luis Obispo
Heritage Oaks Bank March 2014 - Present
Mission Community Bank November 2012 - February 2014
First California Bank February 2011 - November 2012
San Luis Trust Bank June 2009 - February 2011
San Luis Trust Bank August 2006 - June 2009
First Bank of San Luis Obispo October 2001 - September 2006
Education
Cal Poly San Luis Obispo
Nathan Roddick's First Bank of San Luis Obispo Experience April 2008 - June 2009
Job Relationship Manager at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank August 2012 - Present
American Perspective Bank June 2009 - August 2012
First Bank of San Luis Obispo April 2008 - June 2009
Skills
Credit, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Banking, Loan Origination, Financial Analysis, Lines Of Credit, Commercial Mortgages, Construction Loans, Real Estate, Commercial Real Estate, Retail Banking
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor's degree, Agricultural Business and Management
Pacific Western Bank August 2012 - Present
American Perspective Bank June 2009 - August 2012
First Bank of San Luis Obispo April 2008 - June 2009
Skills
Credit, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Small Business Lending, Banking, Loan Origination, Financial Analysis, Lines Of Credit, Commercial Mortgages, Construction Loans, Real Estate, Commercial Real Estate, Retail Banking
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor's degree, Agricultural Business and Management
Jennifer Baillie's First Bank of San Luis Obispo Experience October 2006 - August 2007
Job Finance Specialist at TekTegrity, Inc.
Industry Accounting
Experience
Atascadero Glass Inc. July 2011 - January 2015
Heritage Oaks Bank October 2007 - July 2011
First Bank of San Luis Obispo October 2006 - August 2007
Mid-State Bank & Trust March 1999 - July 2006
First Federal Savings Bank of Youngstown August 1997 - March 1999
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Auditing, Financial Accounting, Finance, Accounts Receivable, Payroll
Education
Columbia International University 1992 — 1994
MA, Interculteral Studies
Youngstown State University 1986 — 1991
BS in BA, Accounting
Canfield High School 1982 — 1986
College Prep
Atascadero Glass Inc. July 2011 - January 2015
Heritage Oaks Bank October 2007 - July 2011
First Bank of San Luis Obispo October 2006 - August 2007
Mid-State Bank & Trust March 1999 - July 2006
First Federal Savings Bank of Youngstown August 1997 - March 1999
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Auditing, Financial Accounting, Finance, Accounts Receivable, Payroll
Education
Columbia International University 1992 — 1994
MA, Interculteral Studies
Youngstown State University 1986 — 1991
BS in BA, Accounting
Canfield High School 1982 — 1986
College Prep
Julie Alonso's First Bank of San Luis Obispo Experience May 2003 - June 2006
Job Rabobank
Industry Banking
Experience
Rabobank June 2015 - Present
Heritage Oaks Bank April 2013 - June 2015
Santa Barbara Bank & Trust May 2006 - February 2013
First Bank of San Luis Obispo May 2003 - June 2006
First Bank of San Luis Obispo June 2000 - May 2003
First Bank of San Luis Obispo October 2000 - April 2001
First Bank of San Luis Obispo December 1998 - June 2000
Barclays December 1997 - October 1998
Barclays June 1997 - September 1997
Skills
Financial Analysis, Loans, Banking, Commercial Lending, Credit Analysis, Finance, Commercial Banking, Credit, Portfolio Management, Underwriting, Mergers & Acquisitions, Small Business Lending
Education
California Polytechnic State University-San Luis Obispo 1995 — 1997
Bachelor of Science (BS), Finance
Sacramento City College 1993 — 1995
Associate of Arts (AA), Business Administration and Management, General
Rabobank June 2015 - Present
Heritage Oaks Bank April 2013 - June 2015
Santa Barbara Bank & Trust May 2006 - February 2013
First Bank of San Luis Obispo May 2003 - June 2006
First Bank of San Luis Obispo June 2000 - May 2003
First Bank of San Luis Obispo October 2000 - April 2001
First Bank of San Luis Obispo December 1998 - June 2000
Barclays December 1997 - October 1998
Barclays June 1997 - September 1997
Skills
Financial Analysis, Loans, Banking, Commercial Lending, Credit Analysis, Finance, Commercial Banking, Credit, Portfolio Management, Underwriting, Mergers & Acquisitions, Small Business Lending
Education
California Polytechnic State University-San Luis Obispo 1995 — 1997
Bachelor of Science (BS), Finance
Sacramento City College 1993 — 1995
Associate of Arts (AA), Business Administration and Management, General