First Interstate Bank of California
First Interstate Bank of California List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Interstate Bank of California. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Interstate Bank of California Salaries. You can even request information on how much does First Interstate Bank of California pay if you want to. Learn about salaries, pros and cons of working for First Interstate Bank of California directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
66 First Interstate Bank of California employees in database. Find out everything there's to know about First Interstate Bank of California 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.
First Interstate Bank of California Employees
Employee
Years
Job
Industry
Bruce Hahn, ASA, MAI, SRA Bruce Hahn, ASA, MAI, SRA's First Interstate Bank of California Experience April 1989 - April 1991
Job Principal, Landmark Valuation
Industry Real Estate
Experience
Landmark Valuation April 1991 - Present
First Interstate Bank of California April 1989 - April 1991
US Navy 1988 - 1988
Skills
Real Estate Appraisal, Real Estate Economics, Appraisals, Litigation Support, Market Research, Right of Way, Consulting, Commercial Real Estate, Appraisal Review, Single Family Homes
Education
Leadership Contra Costa 2000 — 2001
University of California, Davis 1983 — 1987
B.S., Environmental Policy Analysis & Planning/City & Regional Planning
Landmark Valuation April 1991 - Present
First Interstate Bank of California April 1989 - April 1991
US Navy 1988 - 1988
Skills
Real Estate Appraisal, Real Estate Economics, Appraisals, Litigation Support, Market Research, Right of Way, Consulting, Commercial Real Estate, Appraisal Review, Single Family Homes
Education
Leadership Contra Costa 2000 — 2001
University of California, Davis 1983 — 1987
B.S., Environmental Policy Analysis & Planning/City & Regional Planning
Rafael Covarrubias Rafael Covarrubias's First Interstate Bank of California Experience January 1981 - January 1985
Job Owner, COVARRUBIAS Insurance Agency
Industry Insurance
Experience
Farmers Insurance Group February 2009 - Present
AT&T- Government & Education September 2004 - February 2009
SBC January 1994 - September 2004
Pacific Bell June 1990 - January 1994
City National Bank January 1989 - January 1990
Bank of the West January 1985 - January 1989
First Interstate Bank of California January 1981 - January 1985
Skills
Home Insurance, Renters Insurance, RV Insurance, Telecommunications, Customer Satisfaction, Workers compensation..., Business Insurance, Homeowners, Casualty, Sales Operations, Insurance, Sales, Workers' Compensation..., Marketing Strategy, Training, RV, Management, Budgets, Employee Benefits, Networking, Finance, Cold Calling, Call Centers, Account Management, Selling, Customer Retention, Direct Sales, Salesforce.com, Product Marketing, Retail, Solution Selling, Sales Management, Sales Process, Leadership, Strategy, New Business Development, Managed Services, Sales Presentations, Small Business, Pricing
Education
UCLA Anderson School of Management 1980 — 1982
MBA, Finance/Marketing
University of California 1980 — 1982
BA, Economics and Social Science
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
MBA, Finance and Marketing
University of California, Irvine 1976 — 1980
BA, Economics
Farmers Insurance Group February 2009 - Present
AT&T- Government & Education September 2004 - February 2009
SBC January 1994 - September 2004
Pacific Bell June 1990 - January 1994
City National Bank January 1989 - January 1990
Bank of the West January 1985 - January 1989
First Interstate Bank of California January 1981 - January 1985
Skills
Home Insurance, Renters Insurance, RV Insurance, Telecommunications, Customer Satisfaction, Workers compensation..., Business Insurance, Homeowners, Casualty, Sales Operations, Insurance, Sales, Workers' Compensation..., Marketing Strategy, Training, RV, Management, Budgets, Employee Benefits, Networking, Finance, Cold Calling, Call Centers, Account Management, Selling, Customer Retention, Direct Sales, Salesforce.com, Product Marketing, Retail, Solution Selling, Sales Management, Sales Process, Leadership, Strategy, New Business Development, Managed Services, Sales Presentations, Small Business, Pricing
Education
UCLA Anderson School of Management 1980 — 1982
MBA, Finance/Marketing
University of California 1980 — 1982
BA, Economics and Social Science
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
MBA, Finance and Marketing
University of California, Irvine 1976 — 1980
BA, Economics
Brian Kavanagh Brian Kavanagh's First Interstate Bank of California Experience May 1984 - June 1986
Job Independent Long Term Care insurance agent at LTCR Pacific
Industry Insurance
Experience
LTCR Pacific July 2015 - Present
Genworth Financial June 2010 - Present
Fandango November 2009 - April 2010
Countrywide Financial Corp. December 2002 - March 2009
Move.com February 2001 - December 2002
El Camino Resources March 1999 - January 2001
Home Savings of America July 1986 - January 1999
First Interstate Bank of California May 1984 - June 1986
Skills
Insurance, New Business Development, Public Speaking, Strategic Financial..., Financial Analysis, Medicare, Management, Budgets, Finance, Team Leadership, Corporate Finance, Financial Reporting, Strategic Planning, Banking, Financial Modeling, Analysis, Leadership, Small Business, Project Planning, Executive Management, Sales, Risk Management, Investments, Mortgage Lending, Accounting, Portfolio Management, Life Insurance, Loans, Underwriting, Mergers & Acquisitions, Retirement, Financial Services, Credit, Retirement Planning, Financial Risk, Long Term Care Insurance, Wealth Management, Mutual Funds, Cash Management, Term Life Insurance, Asset Management, Long-term Care, Financial Planning
Education
The University of Texas at El Paso 1983 — 1984
BA, Finance
West Texas A&M University 1981 — 1983
BA, Finance
New Mexico Military Institute 1979 — 1981
AA, Finance
LTCR Pacific July 2015 - Present
Genworth Financial June 2010 - Present
Fandango November 2009 - April 2010
Countrywide Financial Corp. December 2002 - March 2009
Move.com February 2001 - December 2002
El Camino Resources March 1999 - January 2001
Home Savings of America July 1986 - January 1999
First Interstate Bank of California May 1984 - June 1986
Skills
Insurance, New Business Development, Public Speaking, Strategic Financial..., Financial Analysis, Medicare, Management, Budgets, Finance, Team Leadership, Corporate Finance, Financial Reporting, Strategic Planning, Banking, Financial Modeling, Analysis, Leadership, Small Business, Project Planning, Executive Management, Sales, Risk Management, Investments, Mortgage Lending, Accounting, Portfolio Management, Life Insurance, Loans, Underwriting, Mergers & Acquisitions, Retirement, Financial Services, Credit, Retirement Planning, Financial Risk, Long Term Care Insurance, Wealth Management, Mutual Funds, Cash Management, Term Life Insurance, Asset Management, Long-term Care, Financial Planning
Education
The University of Texas at El Paso 1983 — 1984
BA, Finance
West Texas A&M University 1981 — 1983
BA, Finance
New Mexico Military Institute 1979 — 1981
AA, Finance
Lynn Morgenstein Lynn Morgenstein's First Interstate Bank of California Experience May 1993 - July 1996
Job Chief Financial Officer at California Energy Contractors, Inc.
Industry Construction
Experience
California Energy Contractors, Inc. July 1999 - Present
City National Bank April 2010 - January 2011
U.S. Trust Company, N.A. March 1998 - September 2002
Wells Fargo Bank July 1996 - March 1998
First Interstate Bank of California May 1993 - July 1996
City National Bank April 1988 - September 1992
Skills
Small Business, Personal Trust..., Estate Administration, Investment Management, Personal Financial..., Accounting, Banking, Estate Planning, Wealth Management, Retirement Planning, Financial Analysis, Negotiation, Leadership, Marketing
Education
ABA National Graduate Trust School 1999 — 2000
Trust Administration, Estate Planning, Fiduciary Law & Compliance, Investment Management
Cannon Trust School 1994 — 1996
Trust Administration, Estate Planning, Fiduciary Law, Investment Management, Personal Finances
Santa Monica College 1986 — 1988
Associates of Arts Degree, Business Administration
California Energy Contractors, Inc. July 1999 - Present
City National Bank April 2010 - January 2011
U.S. Trust Company, N.A. March 1998 - September 2002
Wells Fargo Bank July 1996 - March 1998
First Interstate Bank of California May 1993 - July 1996
City National Bank April 1988 - September 1992
Skills
Small Business, Personal Trust..., Estate Administration, Investment Management, Personal Financial..., Accounting, Banking, Estate Planning, Wealth Management, Retirement Planning, Financial Analysis, Negotiation, Leadership, Marketing
Education
ABA National Graduate Trust School 1999 — 2000
Trust Administration, Estate Planning, Fiduciary Law & Compliance, Investment Management
Cannon Trust School 1994 — 1996
Trust Administration, Estate Planning, Fiduciary Law, Investment Management, Personal Finances
Santa Monica College 1986 — 1988
Associates of Arts Degree, Business Administration
Steve Teranishi, CFP Steve Teranishi, CFP's First Interstate Bank of California Experience March 1979 - December 1991
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 1992 - Present
Ameriprise Financial Services, Inc. April 1992 - Present
First Interstate Bank of California March 1979 - December 1991
Education
California State University-Sacramento 1974 — 1978
B.S., Business Administration
Ameriprise Financial Services, Inc. April 1992 - Present
Ameriprise Financial Services, Inc. April 1992 - Present
First Interstate Bank of California March 1979 - December 1991
Education
California State University-Sacramento 1974 — 1978
B.S., Business Administration
Eugene Mattison Eugene Mattison's First Interstate Bank of California Experience July 1983 - July 1985
Job Director Latin America at Copp Clark Ltd. (a Divison of Pearson Canada, Inc.)
Industry Financial Services
Experience
The Graham Advisory September 2012 - Present
Copp Clark Ltd. (a Divison of Pearson Canada, Inc.) September 2012 - Present
The Bank of Nova Scotia July 1998 - August 2012
Bank of Montreal July 1985 - June 1998
First Interstate Bank of California July 1983 - July 1985
Chemical Bank August 1975 - July 1983
Skills
Financial Institutions, Trade Finance, Financial Advisory, Banking, Credit, Credit Risk, Credit Analysis, Retail Banking, Loans, Commercial Banking, Portfolio Management, Risk Management, Cash Management, Financial Services, Capital Markets, Financial Risk, Correspondent Banking, Treasury Management, Fixed Income, Relationship Management, Payments, Corporate Finance, Strategic Financial..., Enterprise Risk..., Finance, Valuation, Investments, Operational Risk, Financial Modeling, Private Banking, Underwriting, Asset Management, Emerging Markets, Trade Finance Training..., Structured Finance, Bonds, Financial Analysis, Market Risk, Due Diligence, Alternative Investments
Education
Wharton School, University of Pennsylvania 1973 — 1975
MBA in Finance, Finance, General
Brown University 1965 — 1969
B.A. in International Relations, Political Science / Economics
The Graham Advisory September 2012 - Present
Copp Clark Ltd. (a Divison of Pearson Canada, Inc.) September 2012 - Present
The Bank of Nova Scotia July 1998 - August 2012
Bank of Montreal July 1985 - June 1998
First Interstate Bank of California July 1983 - July 1985
Chemical Bank August 1975 - July 1983
Skills
Financial Institutions, Trade Finance, Financial Advisory, Banking, Credit, Credit Risk, Credit Analysis, Retail Banking, Loans, Commercial Banking, Portfolio Management, Risk Management, Cash Management, Financial Services, Capital Markets, Financial Risk, Correspondent Banking, Treasury Management, Fixed Income, Relationship Management, Payments, Corporate Finance, Strategic Financial..., Enterprise Risk..., Finance, Valuation, Investments, Operational Risk, Financial Modeling, Private Banking, Underwriting, Asset Management, Emerging Markets, Trade Finance Training..., Structured Finance, Bonds, Financial Analysis, Market Risk, Due Diligence, Alternative Investments
Education
Wharton School, University of Pennsylvania 1973 — 1975
MBA in Finance, Finance, General
Brown University 1965 — 1969
B.A. in International Relations, Political Science / Economics
Luke Hayden Luke Hayden's First Interstate Bank of California Experience 1980 - 1989
Job Hayden Consulting, LLC
Industry Financial Services
Experience
Hayden Consulting LLC March 2005 - Present
Residential Mortgage Services, Inc. September 2013 - Present
PHH Mortgage Corporation May 2010 - March 2012
Mortgage Renaissance Investment Trust March 2009 - May 2010
GMAC ResCap March 2007 - October 2008
JPMorgan Chase 1992 - 2005
Security Pacific National Bank January 1989 - June 1992
First Interstate Bank of California 1980 - 1989
Ralph C. Sutro Co. 1978 - 1980
Skills
Portfolio Management, Credit, Capital Markets, Due Diligence, Mortgage Lending, Valuation, Mergers & Acquisitions, Risk Management, Banking, Asset Management, Loan Origination, Structured Finance, Underwriting, Securitization, Loan Servicing, Analysis, Commercial Banking, Acquisitions, Negotiation, Emerging Markets, Loans, Mortgage Banking, Financial Services, Market Risk, Loss Mitigation, Asset Managment, Residential Mortgages, Leadership, Executive Management, Refinance, Finance, Credit Risk, Financial Risk, FHA, Fixed Income
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1988
MBA
Brown University 1974 — 1978
BA, Mathematics and English
Hayden Consulting LLC March 2005 - Present
Residential Mortgage Services, Inc. September 2013 - Present
PHH Mortgage Corporation May 2010 - March 2012
Mortgage Renaissance Investment Trust March 2009 - May 2010
GMAC ResCap March 2007 - October 2008
JPMorgan Chase 1992 - 2005
Security Pacific National Bank January 1989 - June 1992
First Interstate Bank of California 1980 - 1989
Ralph C. Sutro Co. 1978 - 1980
Skills
Portfolio Management, Credit, Capital Markets, Due Diligence, Mortgage Lending, Valuation, Mergers & Acquisitions, Risk Management, Banking, Asset Management, Loan Origination, Structured Finance, Underwriting, Securitization, Loan Servicing, Analysis, Commercial Banking, Acquisitions, Negotiation, Emerging Markets, Loans, Mortgage Banking, Financial Services, Market Risk, Loss Mitigation, Asset Managment, Residential Mortgages, Leadership, Executive Management, Refinance, Finance, Credit Risk, Financial Risk, FHA, Fixed Income
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1988
MBA
Brown University 1974 — 1978
BA, Mathematics and English
Andrea Turgeon Andrea Turgeon's First Interstate Bank of California Experience 1989 - 1996
Job Strategy & Operations Mgmt Consultant
Industry Management Consulting
Experience
The North Highland Company July 2004 - Present
SunTrust Bank January 2010 - October 2013
Turner Broadcasting 2006 - 2008
Accenture 1997 - 2002
First Interstate Bank of California 1989 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Los Angeles 1985 — 1989
BA, History, Business Administration
The North Highland Company July 2004 - Present
SunTrust Bank January 2010 - October 2013
Turner Broadcasting 2006 - 2008
Accenture 1997 - 2002
First Interstate Bank of California 1989 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Los Angeles 1985 — 1989
BA, History, Business Administration
Jeffrey D. Stites Jeffrey D. Stites's First Interstate Bank of California Experience June 1981 - May 1986
Job Chief Operating Officer at Coseo Properties, Inc.
Industry Real Estate
Experience
Coseo Properties, Inc. July 2010 - Present
City National Bank November 1999 - May 2009
San Diego National Bank July 1997 - August 1999
Wells Fargo Bank April 1996 - July 1997
First Interstate Bank April 1994 - March 1996
San Diego Trust & Savings Bank May 1990 - April 1994
First National Bank May 1986 - May 1990
First Interstate Bank of California June 1981 - May 1986
Skills
Real Estate, Disposition, Loans, Asset Managment, Real Estate Economics, Investment Properties, Underwriting, Real Estate Transactions, Brokerage, Commercial Real Estate, Investments, Mortgage Lending, Banking, Real Estate Development, Commercial Banking
Education
University of California, Los Angeles 1974 — 1978
Bachelor’s Degree, Political Science
Menlo Atherton High School 1970 — 1973
Pacific Coast Banking School
Coseo Properties, Inc. July 2010 - Present
City National Bank November 1999 - May 2009
San Diego National Bank July 1997 - August 1999
Wells Fargo Bank April 1996 - July 1997
First Interstate Bank April 1994 - March 1996
San Diego Trust & Savings Bank May 1990 - April 1994
First National Bank May 1986 - May 1990
First Interstate Bank of California June 1981 - May 1986
Skills
Real Estate, Disposition, Loans, Asset Managment, Real Estate Economics, Investment Properties, Underwriting, Real Estate Transactions, Brokerage, Commercial Real Estate, Investments, Mortgage Lending, Banking, Real Estate Development, Commercial Banking
Education
University of California, Los Angeles 1974 — 1978
Bachelor’s Degree, Political Science
Menlo Atherton High School 1970 — 1973
Pacific Coast Banking School
Lynn Steeves Lynn Steeves's First Interstate Bank of California Experience 1986 - 1987
Job Student at Oregon Health and Science University
Industry Information Technology and Services
Experience
Kaiser Permanente 1996 - 1998
First Interstate Bank of California 1986 - 1987
USG Corporation 1980 - 1986
Skills
Biomedical Informatics, Medical Informatics, Healthcare IT, EMR, Healthcare Information..., EHR, Epidemiology
Education
Oregon Health and Science University 2010 — 2011
Graduate Certificate, Biomedical Informatics
The University of Chicago Booth School of Business 1978 — 1980
MBA, Econometrics, Finance
University of Chicago 1974 — 1977
BA, Statistics, Economics
Kaiser Permanente 1996 - 1998
First Interstate Bank of California 1986 - 1987
USG Corporation 1980 - 1986
Skills
Biomedical Informatics, Medical Informatics, Healthcare IT, EMR, Healthcare Information..., EHR, Epidemiology
Education
Oregon Health and Science University 2010 — 2011
Graduate Certificate, Biomedical Informatics
The University of Chicago Booth School of Business 1978 — 1980
MBA, Econometrics, Finance
University of Chicago 1974 — 1977
BA, Statistics, Economics
Robert Schulte Robert Schulte's First Interstate Bank of California Experience 1987 - 1987
Job
Industry Financial Services
Experience
Valuation Research Corporation 1997 - Present
FranNet 1994 - 1996
Minet Financial Services, Inc. (division of The St. Paul Companies) 1992 - 1994
Valuation Research Corporation 1987 - 1992
First Interstate Bank of California 1987 - 1987
Arthur Andersen Business Consulting 1983 - 1987
Skills
Energy MLP, Financial Reporting, Solvency Opinions, Fairness Opinions, Valuation, Solvency
Education
University of Southern California - Marshall School of Business 1976 — 1980
BS, Business
Loyola Law School, Loyola Marymount University 1980 — 1982
Valuation Research Corporation 1997 - Present
FranNet 1994 - 1996
Minet Financial Services, Inc. (division of The St. Paul Companies) 1992 - 1994
Valuation Research Corporation 1987 - 1992
First Interstate Bank of California 1987 - 1987
Arthur Andersen Business Consulting 1983 - 1987
Skills
Energy MLP, Financial Reporting, Solvency Opinions, Fairness Opinions, Valuation, Solvency
Education
University of Southern California - Marshall School of Business 1976 — 1980
BS, Business
Loyola Law School, Loyola Marymount University 1980 — 1982
Michelle Erwin Michelle Erwin's First Interstate Bank of California Experience January 1981 - August 1996
Job Business Professional
Industry Consumer Services
Experience
Cenergy Solutions July 2012 - Present
All Things Home 2009 - Present
Healthsource Global Staffing 2013 - 2013
Experience Unlimited January 2008 - March 2010
Trans Pacific National Bank June 2007 - January 2008
Bank of the West December 1999 - May 2005
Bank of America March 1997 - December 1999
bank of america 1997 - 1999
First Interstate Bank of California January 1981 - August 1996
First Interstate Bank of California 1981 - 1996
Skills
Troubleshooting, Customer Service, Credit, Budgets, Business Development, Team Building
Education
Brigham Young University 1977 — 1981
Clothing and Textiles
Skyline High School 1974 — 1977
Cenergy Solutions July 2012 - Present
All Things Home 2009 - Present
Healthsource Global Staffing 2013 - 2013
Experience Unlimited January 2008 - March 2010
Trans Pacific National Bank June 2007 - January 2008
Bank of the West December 1999 - May 2005
Bank of America March 1997 - December 1999
bank of america 1997 - 1999
First Interstate Bank of California January 1981 - August 1996
First Interstate Bank of California 1981 - 1996
Skills
Troubleshooting, Customer Service, Credit, Budgets, Business Development, Team Building
Education
Brigham Young University 1977 — 1981
Clothing and Textiles
Skyline High School 1974 — 1977
Des Gonzales, MBA, DBA Des Gonzales, MBA, DBA's First Interstate Bank of California Experience 1986 - 1990
Job Business Analytics/ Business Intelligence/ Internet Dev't Los Angeles County Internal Services Department
Industry Information Technology and Services
Experience
Los Angeles County Internal Services Department 1999 - Present
Standard Chartered Bank 1994 - 1999
Standard Chartered Bank 1994 - 1997
Standard Chartered Bank 1993 - 1994
First Interstate Bank, Ltd. 1990 - 1993
First Interstate Bank of California 1986 - 1990
First Interstate Bank of California 1983 - 1986
Skills
Project Management, Web Design, Data Modeling, Analysis, Database Design, E-commerce, ERP, Databases, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Requirements Analysis, Leadership, Integration, Business Analysis, Finance, Budgets, Process Improvement
Education
California Intercontinental University 2010 — 2013
Doctorate, Information Systems
California State Polytechnic University-Pomona 1993 — 1997
Master's Degree, Business Administration
University of California, Los Angeles 1984 — 1986
Bank Management Certification
De La Salle University 1979 — 1983
Bachelor of Science (BS), Business and Economics
Los Angeles County Internal Services Department 1999 - Present
Standard Chartered Bank 1994 - 1999
Standard Chartered Bank 1994 - 1997
Standard Chartered Bank 1993 - 1994
First Interstate Bank, Ltd. 1990 - 1993
First Interstate Bank of California 1986 - 1990
First Interstate Bank of California 1983 - 1986
Skills
Project Management, Web Design, Data Modeling, Analysis, Database Design, E-commerce, ERP, Databases, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Requirements Analysis, Leadership, Integration, Business Analysis, Finance, Budgets, Process Improvement
Education
California Intercontinental University 2010 — 2013
Doctorate, Information Systems
California State Polytechnic University-Pomona 1993 — 1997
Master's Degree, Business Administration
University of California, Los Angeles 1984 — 1986
Bank Management Certification
De La Salle University 1979 — 1983
Bachelor of Science (BS), Business and Economics
Carol Lu Zischke's First Interstate Bank of California Experience March 1986 - June 1994
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase May 2011 - May 2015
Guardian Mutual Life Insurance Co October 2010 - August 2011
ZL Financial Services January 2008 - January 2011
NAIFA-Mt. Diablo 2006 - 2010
NCL-Acalanes 2002 - 2010
Northwestern Mutual Financial Services September 2006 - January 2008
First Interstate Bank of California March 1986 - June 1994
Merrill Lynch February 1984 - February 1986
Education
Mills College, Graduate School of Business 2003 — 2005
MBA, Business Administration and Management, General
Mills College 1977 — 1980
BA, Economics and Legal Processes
Miramonte High School 1969 — 1973
High School Diploma, 3.4 GPA
Miramonte High School
JPMorgan Chase May 2011 - May 2015
Guardian Mutual Life Insurance Co October 2010 - August 2011
ZL Financial Services January 2008 - January 2011
NAIFA-Mt. Diablo 2006 - 2010
NCL-Acalanes 2002 - 2010
Northwestern Mutual Financial Services September 2006 - January 2008
First Interstate Bank of California March 1986 - June 1994
Merrill Lynch February 1984 - February 1986
Education
Mills College, Graduate School of Business 2003 — 2005
MBA, Business Administration and Management, General
Mills College 1977 — 1980
BA, Economics and Legal Processes
Miramonte High School 1969 — 1973
High School Diploma, 3.4 GPA
Miramonte High School
Richard Marshall, MBA Richard Marshall, MBA's First Interstate Bank of California Experience 1960 - 1986
Job Principal, Insight Business Advisory Services
Industry Management Consulting
Experience
Insight Business Advisory Services 1995 - Present
Pacific Christian College, Fullerton, CA 1994 - 1996
Transamerica Financial Services 1992 - 1995
American Savings Bank 1986 - 1992
First Interstate Bank of California 1960 - 1986
Skills
Strategic Planning, Consulting, Employee Benefits, Finance, Personnel Management, Project Planning, Business, Analysis, Benchmarking, Performance Management, Workforce Planning, Talent Acquisition, Executive Search, Organizational..., Management Consulting, Mergers, Leadership Development, Employee Relations, Human Resources, Strategic Thinking, Change Management, Vendor Management, Talent Management, HR Consulting, Business Strategy, Risk Management, Business Process..., Process Improvement, Banking, Business Transformation, Executive Management, Business Analysis, Financial Analysis, Program Management, Organizational Design, Financial Services, Coaching, Business Development, Employee Engagement, Restructuring, Team Building, Due Diligence, Corporate Finance, Performance Improvement, Executive Coaching, Strategy, Contract Negotiation, Strategic Financial..., Project Management, Business Planning
Education
University of La Verne 1991 — 1992
MBA, Finance
American Bankers Association 1977 — 1979
Stonier Graduate School of Banking
Insight Business Advisory Services 1995 - Present
Pacific Christian College, Fullerton, CA 1994 - 1996
Transamerica Financial Services 1992 - 1995
American Savings Bank 1986 - 1992
First Interstate Bank of California 1960 - 1986
Skills
Strategic Planning, Consulting, Employee Benefits, Finance, Personnel Management, Project Planning, Business, Analysis, Benchmarking, Performance Management, Workforce Planning, Talent Acquisition, Executive Search, Organizational..., Management Consulting, Mergers, Leadership Development, Employee Relations, Human Resources, Strategic Thinking, Change Management, Vendor Management, Talent Management, HR Consulting, Business Strategy, Risk Management, Business Process..., Process Improvement, Banking, Business Transformation, Executive Management, Business Analysis, Financial Analysis, Program Management, Organizational Design, Financial Services, Coaching, Business Development, Employee Engagement, Restructuring, Team Building, Due Diligence, Corporate Finance, Performance Improvement, Executive Coaching, Strategy, Contract Negotiation, Strategic Financial..., Project Management, Business Planning
Education
University of La Verne 1991 — 1992
MBA, Finance
American Bankers Association 1977 — 1979
Stonier Graduate School of Banking
Ken Clark, CMA Ken Clark, CMA's First Interstate Bank of California Experience 1981 - 1987
Job Senior Vice President (SVP) at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank 2002 - Present
Manufacturers Bank 2000 - 2002
Foothill Independent Bank 1997 - 2000
Citizens Business Bank 1994 - 1997
The Bank of California / Mitsubishi Bank 1987 - 1994
First Interstate Bank of California 1981 - 1987
Skills
Credit, Loans, Asset Based Lending, Commercial Mortgages, Commercial Lending, Loan Origination, SBA, Finance, Team Leadership, Commercial Real Estate, Leadership, Small Business Lending, Credit Analysis, Real Estate Economics, Real Estate, Mortgage Lending, Commercial Real Estate..., Client Needs-Servicing, Community Involvement, Public Speaking, Commercial Banking, Strategic Negotiations, Consumer Lending, Treasury Management
Education
CMA certification (Certified Management Accountant)
Oregon State University
Citizens Business Bank 2002 - Present
Manufacturers Bank 2000 - 2002
Foothill Independent Bank 1997 - 2000
Citizens Business Bank 1994 - 1997
The Bank of California / Mitsubishi Bank 1987 - 1994
First Interstate Bank of California 1981 - 1987
Skills
Credit, Loans, Asset Based Lending, Commercial Mortgages, Commercial Lending, Loan Origination, SBA, Finance, Team Leadership, Commercial Real Estate, Leadership, Small Business Lending, Credit Analysis, Real Estate Economics, Real Estate, Mortgage Lending, Commercial Real Estate..., Client Needs-Servicing, Community Involvement, Public Speaking, Commercial Banking, Strategic Negotiations, Consumer Lending, Treasury Management
Education
CMA certification (Certified Management Accountant)
Oregon State University
Bebi F. Alli Bebi F. Alli's First Interstate Bank of California Experience February 1988 - March 1994
Job Certares
Industry Financial Services
Experience
One Equity Partners July 2002 - June 2014
Allegra Partners January 2001 - August 2002
Snowball.com April 2000 - December 2000
UGO Networks July 1999 - March 2000
Royal Mail April 1994 - July 1998
First Interstate Bank of California February 1988 - March 1994
Education
Borough of Manhattan Community College
Accounting
One Equity Partners July 2002 - June 2014
Allegra Partners January 2001 - August 2002
Snowball.com April 2000 - December 2000
UGO Networks July 1999 - March 2000
Royal Mail April 1994 - July 1998
First Interstate Bank of California February 1988 - March 1994
Education
Borough of Manhattan Community College
Accounting
Jim D. Chapman Jim D. Chapman's First Interstate Bank of California Experience 1992 - 1995
Job Sr. VP, Managing Director, Institutional Trust Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 1992 - Present
Wells Fargo Bank 1992 - Present
First Interstate Bank of California 1992 - 1995
KPMG Peat Marwick October 1990 - February 1992
Watson Wyatt February 1987 - October 1990
JP Morgan Chase November 1976 - February 1987
Education
Miami University 1971 — 1976
B.S., Accountancy
Wells Fargo February 1992 - Present
Wells Fargo Bank 1992 - Present
First Interstate Bank of California 1992 - 1995
KPMG Peat Marwick October 1990 - February 1992
Watson Wyatt February 1987 - October 1990
JP Morgan Chase November 1976 - February 1987
Education
Miami University 1971 — 1976
B.S., Accountancy
Jackie Copple's First Interstate Bank of California Experience August 1984 - December 1985
Job Senior Marketing Consultant at Coldwell Banker Residential Brokerage and Innovative ServiceProvider
Industry Real Estate
Experience
Coldwell Banker 1989 - Present
First Interstate Bank of California August 1984 - December 1985
Bailard, Biehl & Kaiser January 1980 - July 1984
Skills
Real Estate, First Time Home Buyers, Sellers, Referrals, Residential Homes, Seniors, Investments, Real Estate Transactions, Selling, Buyers, Marketing
Education
UCLA Anderson School of Management 1976 — 1978
MBA, Finance/Accounting
University of California, Santa Barbara 1967 — 1971
BA, Spanish
Willow Glen High School, San Jose, CA 1963 — 1967
H.S. Diploma
Coldwell Banker 1989 - Present
First Interstate Bank of California August 1984 - December 1985
Bailard, Biehl & Kaiser January 1980 - July 1984
Skills
Real Estate, First Time Home Buyers, Sellers, Referrals, Residential Homes, Seniors, Investments, Real Estate Transactions, Selling, Buyers, Marketing
Education
UCLA Anderson School of Management 1976 — 1978
MBA, Finance/Accounting
University of California, Santa Barbara 1967 — 1971
BA, Spanish
Willow Glen High School, San Jose, CA 1963 — 1967
H.S. Diploma
Dean Schermerhorn Dean Schermerhorn's First Interstate Bank of California Experience September 1984 - March 1991
Job Freelance writer
Industry Writing and Editing
Experience
Concise Communications June 2007 - Present
Democratic Party of Washoe County December 2011 - Present
PRSA Sierra Nevada chapter January 2014 - Present
Renown Health October 2005 - June 2007
Hometown Health March 1999 - October 2005
Washoe Medical Center August 1995 - March 1999
Guess, Inc. May 1991 - June 1995
First Interstate Bank of California September 1984 - March 1991
First Interstate Bank of California September 1981 - August 1984
Pharmaceutical Technology, Inc. June 1980 - September 1981
Skills
Research, Public Speaking, Press Releases, Internal Communications, Public Relations, Corporate Communications, Non-profits, Writing, Analysis, Publishing, Nonprofits, Management, Editing, Web Content, Proofreading, Newsletters, Training, Publications, Software Documentation, Social Networking, Fundraising, Social Media Marketing, Copywriting, Event Planning, Interviews, Copy Editing, Blogging
Education
University of California, Santa Barbara 1975 — 1976
MA, History
Portland State University 1970 — 1974
BA, History
Concise Communications June 2007 - Present
Democratic Party of Washoe County December 2011 - Present
PRSA Sierra Nevada chapter January 2014 - Present
Renown Health October 2005 - June 2007
Hometown Health March 1999 - October 2005
Washoe Medical Center August 1995 - March 1999
Guess, Inc. May 1991 - June 1995
First Interstate Bank of California September 1984 - March 1991
First Interstate Bank of California September 1981 - August 1984
Pharmaceutical Technology, Inc. June 1980 - September 1981
Skills
Research, Public Speaking, Press Releases, Internal Communications, Public Relations, Corporate Communications, Non-profits, Writing, Analysis, Publishing, Nonprofits, Management, Editing, Web Content, Proofreading, Newsletters, Training, Publications, Software Documentation, Social Networking, Fundraising, Social Media Marketing, Copywriting, Event Planning, Interviews, Copy Editing, Blogging
Education
University of California, Santa Barbara 1975 — 1976
MA, History
Portland State University 1970 — 1974
BA, History
Carl Stewart Carl Stewart's First Interstate Bank of California Experience July 1977 - December 1983
Job CEO
Industry Financial Services
Experience
Water and Power Community Credit Union March 1986 - Present
WPCCU March 1986 - March 1991
California Credit Union League December 1983 - March 1986
First Interstate Bank of California July 1977 - December 1983
Skills
Radio TV, Basketball, Newspaper, Credit Unions, Strategic Planning, Loans, Credit, Executive Management, Mortgage Lending, Banking, Non-profits, Public Speaking, Leadership Development, Marketing, Marketing Communications, Budgets, Customer Service, Public Relations, Business Development, Fundraising, Strategic Financial..., Leadership, Team Building, Economics, Finance, Music Theory, Consumer Finance, Credit Administration, Community Development
Education
University of California, Los Angeles 1975 — 1977
MBA, Acct'g/Finance
California State University-Long Beach 1971 — 1975
BS, Economics
Junipero Serra 1968 — 1971
High School
Water and Power Community Credit Union March 1986 - Present
WPCCU March 1986 - March 1991
California Credit Union League December 1983 - March 1986
First Interstate Bank of California July 1977 - December 1983
Skills
Radio TV, Basketball, Newspaper, Credit Unions, Strategic Planning, Loans, Credit, Executive Management, Mortgage Lending, Banking, Non-profits, Public Speaking, Leadership Development, Marketing, Marketing Communications, Budgets, Customer Service, Public Relations, Business Development, Fundraising, Strategic Financial..., Leadership, Team Building, Economics, Finance, Music Theory, Consumer Finance, Credit Administration, Community Development
Education
University of California, Los Angeles 1975 — 1977
MBA, Acct'g/Finance
California State University-Long Beach 1971 — 1975
BS, Economics
Junipero Serra 1968 — 1971
High School
Jeff Krause Jeff Krause's First Interstate Bank of California Experience 1984 - 1995
Job Senior IT leader, trusted business advisor, successfully executing IT initiatives to improve business performance
Industry Information Technology and Services
Experience
Kaiser Permanente November 2011 - Present
VCE, the Virtual Computing Environment Company February 2011 - October 2011
Infogroup Interactive July 2009 - February 2011
Columbia Sportswear October 1995 - June 2008
First Interstate Bank of California 1984 - 1995
Skills
Vendor Management, ITIL, Process Improvement, Management, Management Consulting, Strategic Planning, Outsourcing, Leadership, Risk Management, Security, Project Planning, Contract Negotiation, Budgets, Business Process..., Cross-functional Team..., Information Technology, Networking, Program Management, Project Portfolio..., Project Management, SDLC, Sourcing
Education
San Diego State University-California State University 1979 — 1984
BS, Information Systems
Kaiser Permanente November 2011 - Present
VCE, the Virtual Computing Environment Company February 2011 - October 2011
Infogroup Interactive July 2009 - February 2011
Columbia Sportswear October 1995 - June 2008
First Interstate Bank of California 1984 - 1995
Skills
Vendor Management, ITIL, Process Improvement, Management, Management Consulting, Strategic Planning, Outsourcing, Leadership, Risk Management, Security, Project Planning, Contract Negotiation, Budgets, Business Process..., Cross-functional Team..., Information Technology, Networking, Program Management, Project Portfolio..., Project Management, SDLC, Sourcing
Education
San Diego State University-California State University 1979 — 1984
BS, Information Systems
Larry Echelmeyer Larry Echelmeyer's First Interstate Bank of California Experience 1971 - 1996
Job Partner at Bank Solutions Group, LLC
Industry Banking
Experience
Brintech, Inc. November 2008 - June 2010
L. E. Echelmeyer & Co. March 2004 - October 2008
Various Financial Institutions August 2000 - February 2004
IBM 1998 - 2000
Home Savings of America July 1996 - July 1997
First Interstate Bank of California 1971 - 1996
First Interstate Bank 1971 - 1996
Skills
Process Improvement, Retail Banking, Mergers, Risk Management, Banking, Management Consulting, Change Management, Financial Services, Strategic Planning, Strategy, Program Management, Business Transformation, Consulting, Leadership, Vendor Management, Mergers & Acquisitions, Credit, Finance, Executive Management, Business Development, Management, IT Strategy, Project Management, Negotiation, Business Analysis, CRM, Sales, IT Management, Analysis, Business Planning, Business Strategy, Business Process..., Project Portfolio..., Loans, Financial Analysis, Mortgage Lending, Portfolio Management, Integration, Analytics, Commercial Banking, Restructuring, Acquisition Integration, PMO, Commercial Lending, Financial Risk, Credit Analysis
Education
California State University-Dominguez Hills 1977 — 1979
MBA, Finance
Brintech, Inc. November 2008 - June 2010
L. E. Echelmeyer & Co. March 2004 - October 2008
Various Financial Institutions August 2000 - February 2004
IBM 1998 - 2000
Home Savings of America July 1996 - July 1997
First Interstate Bank of California 1971 - 1996
First Interstate Bank 1971 - 1996
Skills
Process Improvement, Retail Banking, Mergers, Risk Management, Banking, Management Consulting, Change Management, Financial Services, Strategic Planning, Strategy, Program Management, Business Transformation, Consulting, Leadership, Vendor Management, Mergers & Acquisitions, Credit, Finance, Executive Management, Business Development, Management, IT Strategy, Project Management, Negotiation, Business Analysis, CRM, Sales, IT Management, Analysis, Business Planning, Business Strategy, Business Process..., Project Portfolio..., Loans, Financial Analysis, Mortgage Lending, Portfolio Management, Integration, Analytics, Commercial Banking, Restructuring, Acquisition Integration, PMO, Commercial Lending, Financial Risk, Credit Analysis
Education
California State University-Dominguez Hills 1977 — 1979
MBA, Finance
Elio Spinello Elio Spinello's First Interstate Bank of California Experience January 1986 - June 1988
Job Author of "Computer Technology for Health Professionals"
Industry Management Consulting
Experience
Cognella Publishing September 2015 - Present
Pepperdine University 2009 - Present
University of Redlands 2008 - Present
California State University, Northridge 1992 - Present
RPM Consulting, LLC June 1989 - Present
First Interstate Bank of California January 1986 - June 1988
Great Western Bank August 1983 - January 1986
Bell & Howell Co. June 1981 - July 1983
Skills
Quantitative research, Data analysis &..., Geographic Information..., Research, Econometrics, Program Management, Training, Public Health, Public Policy, GIS, Higher Education, Data Analysis, Project Planning, Analysis, Quantitative Research, Program Evaluation, E-Learning, Consulting, Statistics, Adult Education, Strategic Planning, Data Collection, Teaching, Staff Development, SPSS, Microsoft Office, Qualitative Research, Curriculum Development, Instructional Design, Technology Needs..., Public Speaking, Critical Thinking, Distance Learning, Policy Analysis, Technical Writing, Market Research, Organizational..., Healthcare, Software Development, Community Outreach, Educational Technology, Policy, Project Management, University Teaching, Analytics, Data Mining, Databases, Access, Marketing, Strategy
Education
Pepperdine University 2000 — 2004
EdD, Doctor of Education in Educational Technology
California State University-Northridge 1993 — 1996
MPH, Master of Public Health, With Distinction
California State University-Northridge 1978 — 1981
B.S., Finance
Chaminade 1972 — 1976
Cognella Publishing September 2015 - Present
Pepperdine University 2009 - Present
University of Redlands 2008 - Present
California State University, Northridge 1992 - Present
RPM Consulting, LLC June 1989 - Present
First Interstate Bank of California January 1986 - June 1988
Great Western Bank August 1983 - January 1986
Bell & Howell Co. June 1981 - July 1983
Skills
Quantitative research, Data analysis &..., Geographic Information..., Research, Econometrics, Program Management, Training, Public Health, Public Policy, GIS, Higher Education, Data Analysis, Project Planning, Analysis, Quantitative Research, Program Evaluation, E-Learning, Consulting, Statistics, Adult Education, Strategic Planning, Data Collection, Teaching, Staff Development, SPSS, Microsoft Office, Qualitative Research, Curriculum Development, Instructional Design, Technology Needs..., Public Speaking, Critical Thinking, Distance Learning, Policy Analysis, Technical Writing, Market Research, Organizational..., Healthcare, Software Development, Community Outreach, Educational Technology, Policy, Project Management, University Teaching, Analytics, Data Mining, Databases, Access, Marketing, Strategy
Education
Pepperdine University 2000 — 2004
EdD, Doctor of Education in Educational Technology
California State University-Northridge 1993 — 1996
MPH, Master of Public Health, With Distinction
California State University-Northridge 1978 — 1981
B.S., Finance
Chaminade 1972 — 1976
James Bywater James Bywater's First Interstate Bank of California Experience June 1987 - May 1996
Job EVP Managing Director Cohen Brown Management Group
Industry Management Consulting
Experience
Cohen Brown Management Group June 1996 - Present
First Interstate Bank of California June 1987 - May 1996
Education
University of California, Los Angeles 1983 — 1987
Bachelor's Degree, Psychology and Business Administration
Cohen Brown Management Group June 1996 - Present
First Interstate Bank of California June 1987 - May 1996
Education
University of California, Los Angeles 1983 — 1987
Bachelor's Degree, Psychology and Business Administration
Michael Hormaechea Michael Hormaechea's First Interstate Bank of California Experience January 1994 - June 1995
Job Developer at The Afton
Industry Real Estate
Experience
The Afton April 2014 - Present
Alpine Village Company 2007 - Present
RMH Company 1995 - Present
First Interstate Bank of California January 1994 - June 1995
Skills
Entitlements, Real Estate Development, Management, Residential Homes, Mergers & Acquisitions, Team Building, Leadership, Leases, Mixed-use, Investment Properties, Project Planning, Real Estate Transactions, Property Management, Strategic Planning, Marketing Strategy, Construction, Real Estate, Financial Analysis, Negotiation, Disposition, Sellers, Contract Negotiation, Credit, Budgets
Education
University of San Diego 1989 — 1993
Business, Finance
The Afton April 2014 - Present
Alpine Village Company 2007 - Present
RMH Company 1995 - Present
First Interstate Bank of California January 1994 - June 1995
Skills
Entitlements, Real Estate Development, Management, Residential Homes, Mergers & Acquisitions, Team Building, Leadership, Leases, Mixed-use, Investment Properties, Project Planning, Real Estate Transactions, Property Management, Strategic Planning, Marketing Strategy, Construction, Real Estate, Financial Analysis, Negotiation, Disposition, Sellers, Contract Negotiation, Credit, Budgets
Education
University of San Diego 1989 — 1993
Business, Finance
Sandi Diamond Sandi Diamond's First Interstate Bank of California Experience June 1984 - September 1990
Job Experienced Human Resources Professional
Industry Human Resources
Experience
DMD Recruitments October 2010 - Present
City of San Jose, CA August 2006 - October 2010
Various Internet Start-Ups May 1998 - September 2001
College of Science, San Jose State University June 1993 - May 1997
First Interstate Bank of California June 1984 - September 1990
Skills
Program Management, Government, Training, Recruiting, Grant Writing, Legal Compliance, Strategic Planning, Customer Oriented, Organization &..., Confidentiality, Goal-oriented..., High level of initiative, Build Strong..., Professional Ethics, Flexible approach to..., Steps up to plate..., Performance Management, PeopleSoft Recruitment..., MS Office 2007/2010/2013, Google Drive Software..., Employee Benefits, Community Outreach, Public Speaking, Nonprofits, Leadership, Pension Gold
Education
Mission College, Santa Clara, CA
A.A., Liberal Arts
San Jose State University
B.S., Environmental Studies, minor in Physical Science
DMD Recruitments October 2010 - Present
City of San Jose, CA August 2006 - October 2010
Various Internet Start-Ups May 1998 - September 2001
College of Science, San Jose State University June 1993 - May 1997
First Interstate Bank of California June 1984 - September 1990
Skills
Program Management, Government, Training, Recruiting, Grant Writing, Legal Compliance, Strategic Planning, Customer Oriented, Organization &..., Confidentiality, Goal-oriented..., High level of initiative, Build Strong..., Professional Ethics, Flexible approach to..., Steps up to plate..., Performance Management, PeopleSoft Recruitment..., MS Office 2007/2010/2013, Google Drive Software..., Employee Benefits, Community Outreach, Public Speaking, Nonprofits, Leadership, Pension Gold
Education
Mission College, Santa Clara, CA
A.A., Liberal Arts
San Jose State University
B.S., Environmental Studies, minor in Physical Science
Farah Behzadi Farah Behzadi's First Interstate Bank of California Experience 1982 - 1986
Job Certified Public Accountant
Industry Accounting
Experience
Farah M. Behzadi, CPA May 2015 - Present
Farah M. Behzadi, CPA, P.C. June 2006 - May 2015
American Risk Insurance February 2007 - July 2009
Farah M. Behzadi April 1996 - June 2006
Rathwell & Nizialek 2003 - 2004
Ameron, Inc. October 1994 - April 1996
National Education Corporation October 1990 - December 1993
McDonnell Douglas Corporation June 1990 - October 1990
Northrop Corporation 1986 - 1990
First Interstate Bank of California 1982 - 1986
Skills
CPA, Corporate Finance, Financial Reporting, Auditing, Internal Controls, Financial Accounting
Education
California State University-Northridge
Bachelor's Degree, Business Administration, Accounting
St. George's School in Switzerland
Farah M. Behzadi, CPA May 2015 - Present
Farah M. Behzadi, CPA, P.C. June 2006 - May 2015
American Risk Insurance February 2007 - July 2009
Farah M. Behzadi April 1996 - June 2006
Rathwell & Nizialek 2003 - 2004
Ameron, Inc. October 1994 - April 1996
National Education Corporation October 1990 - December 1993
McDonnell Douglas Corporation June 1990 - October 1990
Northrop Corporation 1986 - 1990
First Interstate Bank of California 1982 - 1986
Skills
CPA, Corporate Finance, Financial Reporting, Auditing, Internal Controls, Financial Accounting
Education
California State University-Northridge
Bachelor's Degree, Business Administration, Accounting
St. George's School in Switzerland
DON KNAPP, ABR, SRES DON KNAPP, ABR, SRES's First Interstate Bank of California Experience January 1988 - December 1997
Job Real Estate Broker at Pacifico Real Estate Group, RedFin Partner Agent
Industry Real Estate
Experience
Pacifico Real Estate Group January 2000 - Present
Progressive Lenders Inc. January 1998 - January 2000
First Interstate Bank of California January 1988 - December 1997
Norwest Financial Corporation January 1982 - December 1987
Skills
Investors, Loans, Banking, Short Sales, Mortgage Lending, Investments, Investment Properties, Real Estate, Residential Homes, Financial Services, Sellers, Refinance, Underwriting, Sales Management, First Time Home Buyers, Property, FHA, Finance
Education
Pepperdine University 1982 — 1986
B.S., Business Management
Pacifico Real Estate Group January 2000 - Present
Progressive Lenders Inc. January 1998 - January 2000
First Interstate Bank of California January 1988 - December 1997
Norwest Financial Corporation January 1982 - December 1987
Skills
Investors, Loans, Banking, Short Sales, Mortgage Lending, Investments, Investment Properties, Real Estate, Residential Homes, Financial Services, Sellers, Refinance, Underwriting, Sales Management, First Time Home Buyers, Property, FHA, Finance
Education
Pepperdine University 1982 — 1986
B.S., Business Management
Christian Tregillis's First Interstate Bank of California Experience June 1989 - September 1991
Job Managing Director at LitiNomics
Industry Accounting
Experience
LitiNomics March 2011 - Present
American Institute of Certified Public Accountants (AICPA) 2006 - Present
LECG March 2008 - March 2011
Kroll February 2004 - March 2008
Deloitte & Touche LLP August 1998 - February 2004
Ernst & Young February 1995 - August 1998
Coopers & Lybrand March 1993 - February 1995
First Interstate Bank of California June 1989 - September 1991
Skills
Forensic Accounting, Business Valuation, Expert Witness, Litigation Consulting, Valuation, Intellectual Property, Dispute Resolution, Damages, Intellectual Property..., Forensic Analysis, CPA, Licensing, Litigation Support, Profit, Commercial Litigation, Due Diligence, Financial Analysis, Finance, Fraud
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Accounting
Occidental College 1985 — 1989
BA, Economics (with Distinction)
Harvard High School 1979 — 1985
Stanford University
LitiNomics March 2011 - Present
American Institute of Certified Public Accountants (AICPA) 2006 - Present
LECG March 2008 - March 2011
Kroll February 2004 - March 2008
Deloitte & Touche LLP August 1998 - February 2004
Ernst & Young February 1995 - August 1998
Coopers & Lybrand March 1993 - February 1995
First Interstate Bank of California June 1989 - September 1991
Skills
Forensic Accounting, Business Valuation, Expert Witness, Litigation Consulting, Valuation, Intellectual Property, Dispute Resolution, Damages, Intellectual Property..., Forensic Analysis, CPA, Licensing, Litigation Support, Profit, Commercial Litigation, Due Diligence, Financial Analysis, Finance, Fraud
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Accounting
Occidental College 1985 — 1989
BA, Economics (with Distinction)
Harvard High School 1979 — 1985
Stanford University
André Sullivan André Sullivan's First Interstate Bank of California Experience November 1984 - April 1987
Job ConseillerPrincipal chez Banque Nationale
Industry Banking
Experience
Banque Nationale May 2013 - Present
Banque Nationale du Canada November 2010 - Present
Banque Nationale du Canada September 2008 - October 2010
Banque Nationale du Canada December 2006 - September 2008
BNP Paribas 1987 - 2004
First Interstate Bank of California November 1984 - April 1987
First Interstate Bank of Canada April 1983 - November 1984
Toronto-Dominion Bank 1981 - 1983
Skills
Gestion des risques, gestion de relations..., vente de produits des..., Financial Markets, Risk Management, Market Risk, Derivatives, Financial Risk, Capital Markets, Fixed Income, Operational Risk
Education
1976 — 1979
B.Comm, Finance major, International Business minor
Banque Nationale May 2013 - Present
Banque Nationale du Canada November 2010 - Present
Banque Nationale du Canada September 2008 - October 2010
Banque Nationale du Canada December 2006 - September 2008
BNP Paribas 1987 - 2004
First Interstate Bank of California November 1984 - April 1987
First Interstate Bank of Canada April 1983 - November 1984
Toronto-Dominion Bank 1981 - 1983
Skills
Gestion des risques, gestion de relations..., vente de produits des..., Financial Markets, Risk Management, Market Risk, Derivatives, Financial Risk, Capital Markets, Fixed Income, Operational Risk
Education
1976 — 1979
B.Comm, Finance major, International Business minor
Izabel Benian Izabel Benian's First Interstate Bank of California Experience January 1991 - January 1996
Job Entertainment Professional
Industry Entertainment
Experience
Warner Bros January 1999 - January 2011
Warner Bros. January 1999 - January 2004
California Federal Bank January 1998 - January 1999
Glendale Federal Bank January 1997 - January 1998
First Interstate Bank of California January 1991 - January 1996
Skills
Entertainment, Forecasting, Microsoft Excel, Budgets, SAP, Business Analysis, Analysis, Account Reconciliation, Accounting, Accounts Payable, Microsoft Office, General Ledger, Finance, Invoicing, Payroll, Auditing, Financial Analysis, Financial Reporting, Financial Modeling
Education
Los Angeles City College 1978 — 1982
AA Degree, Banking and Finance
Warner Bros January 1999 - January 2011
Warner Bros. January 1999 - January 2004
California Federal Bank January 1998 - January 1999
Glendale Federal Bank January 1997 - January 1998
First Interstate Bank of California January 1991 - January 1996
Skills
Entertainment, Forecasting, Microsoft Excel, Budgets, SAP, Business Analysis, Analysis, Account Reconciliation, Accounting, Accounts Payable, Microsoft Office, General Ledger, Finance, Invoicing, Payroll, Auditing, Financial Analysis, Financial Reporting, Financial Modeling
Education
Los Angeles City College 1978 — 1982
AA Degree, Banking and Finance
Glen Stanley Glen Stanley's First Interstate Bank of California Experience 1979 - 1996
Job Commercial Banking
Industry Banking
Experience
Bank of Marin July 2013 - Present
Bank of Marin July 2013 - August 2015
Citibank April 1996 - June 2013
First Interstate Bank of California 1979 - 1996
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Banking, Loans, Small Business Lending, Consumer Lending, Management, Sales, Portfolio Management, Relationship Management, Mortgage Lending, Retail Banking, Lines Of Credit, Treasury Management, Cross Selling, Loan Origination, Branch Banking, Cash Management, Commercial Mortgages, Underwriting, Mortgage Banking, Credit Risk, Financial Services
Education
University of San Francisco 2002 — 2003
MBA
California State University-Chico 1974 — 1978
BS, Business Administration
Bank of Marin July 2013 - Present
Bank of Marin July 2013 - August 2015
Citibank April 1996 - June 2013
First Interstate Bank of California 1979 - 1996
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Banking, Loans, Small Business Lending, Consumer Lending, Management, Sales, Portfolio Management, Relationship Management, Mortgage Lending, Retail Banking, Lines Of Credit, Treasury Management, Cross Selling, Loan Origination, Branch Banking, Cash Management, Commercial Mortgages, Underwriting, Mortgage Banking, Credit Risk, Financial Services
Education
University of San Francisco 2002 — 2003
MBA
California State University-Chico 1974 — 1978
BS, Business Administration
Kara Watanabe Kent Kara Watanabe Kent's First Interstate Bank of California Experience 1987 - 1988
Job WW Digital Marketing and Social Media Strategist, IBM Connect Events
Industry Computer Software
Experience
IBM 2015 - Present
IBM - Analytics and IoT 2015 - 2015
IBM 2008 - 2014
IBM 2004 - 2008
Candle Corporation 2002 - 2004
Archive, Inc. 2000 - 2001
Networks Telephony Corporation 1997 - 2000
Infonet Services Corporation 1992 - 1997
First National Bank of Chicago 1990 - 1991
First Interstate Bank of California 1987 - 1988
Skills
Sales Enablement, Go-to-market Strategy, Product Marketing, Solution Selling, Demand Generation, Email Marketing, Cross-functional Team..., Management, Start-ups, Cloud Computing, Analytics, Strategic Partnerships, Business Intelligence, Integrated Marketing, Program Management, Business Development, Business Analysis, Marketing, Product Management, Business Alliances, Channel, SaaS, Strategy, Mergers & Acquisitions, CRM, Project Management, Competitive Analysis, Professional Services
Education
University of California, Santa Barbara
BA, Business Economics
University of Southern California - Marshall School of Business
MBA, Finance
IBM 2015 - Present
IBM - Analytics and IoT 2015 - 2015
IBM 2008 - 2014
IBM 2004 - 2008
Candle Corporation 2002 - 2004
Archive, Inc. 2000 - 2001
Networks Telephony Corporation 1997 - 2000
Infonet Services Corporation 1992 - 1997
First National Bank of Chicago 1990 - 1991
First Interstate Bank of California 1987 - 1988
Skills
Sales Enablement, Go-to-market Strategy, Product Marketing, Solution Selling, Demand Generation, Email Marketing, Cross-functional Team..., Management, Start-ups, Cloud Computing, Analytics, Strategic Partnerships, Business Intelligence, Integrated Marketing, Program Management, Business Development, Business Analysis, Marketing, Product Management, Business Alliances, Channel, SaaS, Strategy, Mergers & Acquisitions, CRM, Project Management, Competitive Analysis, Professional Services
Education
University of California, Santa Barbara
BA, Business Economics
University of Southern California - Marshall School of Business
MBA, Finance
Robin Hollis, Ed.D Robin Hollis, Ed.D's First Interstate Bank of California Experience 1976 - 1991
Job Founder and President, The Hollis Collaborative; Reverend Dr. Deacon, The Episcopal Diocese of AZ
Industry Human Resources
Experience
The Hollis Collaborative September 2011 - Present
The Episcopal Diocese of Arizona May 2012 - Present
Banner Health February 2008 - September 2011
Avnet, Inc. February 2000 - June 2007
MicroAge/Pinacor 1997 - 2000
First Interstate Bank (Wells Fargo 1997) November 1991 - September 1997
First Interstate Bank of California 1976 - 1991
Skills
Workforce Planning, Talent Management, Performance Improvement, Strategic Thinking, Operational Excellence, Organizational..., Career Development, Succession Planning, Performance Management, Talent Acquisition, HR Strategy, Employee Relations, Employee Engagement, Leadership Development, Organizational Design, Organizational..., HRIS, Onboarding, Human Capital Management, HR Transformation, Talent Development, Change Management, Global HR, Human Capital Strategy, Coaching, Talent Assessment, 360 Feedback, Business Transformation, Acquisition Integration, Creative Problem Solving, Results Oriented, Innovative Thinking, Continuous Improvement, Business Process..., HR Policies, Personnel Management, Learning Management, Leadership, Workshop Facilitation, Training, Human Resources, Program Management, Executive Coaching, Deferred Compensation, Training Delivery, Human Capital, Culture Change, Consulting, Executive Development, Recruiting
Education
The University of Pennsylvania 2009 — 2012
Doctorate, Work-based Learning Leadership
University of Southern California - Marshall School of Business 1977 — 1981
MBA, Emphasis in Organizational Development
Occidental College 1972 — 1976
AB, Diplomacy & World Affairs
The Hollis Collaborative September 2011 - Present
The Episcopal Diocese of Arizona May 2012 - Present
Banner Health February 2008 - September 2011
Avnet, Inc. February 2000 - June 2007
MicroAge/Pinacor 1997 - 2000
First Interstate Bank (Wells Fargo 1997) November 1991 - September 1997
First Interstate Bank of California 1976 - 1991
Skills
Workforce Planning, Talent Management, Performance Improvement, Strategic Thinking, Operational Excellence, Organizational..., Career Development, Succession Planning, Performance Management, Talent Acquisition, HR Strategy, Employee Relations, Employee Engagement, Leadership Development, Organizational Design, Organizational..., HRIS, Onboarding, Human Capital Management, HR Transformation, Talent Development, Change Management, Global HR, Human Capital Strategy, Coaching, Talent Assessment, 360 Feedback, Business Transformation, Acquisition Integration, Creative Problem Solving, Results Oriented, Innovative Thinking, Continuous Improvement, Business Process..., HR Policies, Personnel Management, Learning Management, Leadership, Workshop Facilitation, Training, Human Resources, Program Management, Executive Coaching, Deferred Compensation, Training Delivery, Human Capital, Culture Change, Consulting, Executive Development, Recruiting
Education
The University of Pennsylvania 2009 — 2012
Doctorate, Work-based Learning Leadership
University of Southern California - Marshall School of Business 1977 — 1981
MBA, Emphasis in Organizational Development
Occidental College 1972 — 1976
AB, Diplomacy & World Affairs
Angie Schimmel Angie Schimmel's First Interstate Bank of California Experience 1993 - 1995
Job RE investor and remodeling specialist
Industry Real Estate
Experience
Talbrook II Escrow Corp. 2002 - 2004
Universal Music Group 1995 - 1998
First interstate bank of california 1993 - 1995
Capitol Records June 1991 - 1993
Skills
Teamwork, Royalties
Education
Hope International University 2011 — 2014
Bachelor's degree, Business Administration and Management, General
California State Polytechnic University-Pomona
Bachelor's degree, Business Administration and Management, General
Talbrook II Escrow Corp. 2002 - 2004
Universal Music Group 1995 - 1998
First interstate bank of california 1993 - 1995
Capitol Records June 1991 - 1993
Skills
Teamwork, Royalties
Education
Hope International University 2011 — 2014
Bachelor's degree, Business Administration and Management, General
California State Polytechnic University-Pomona
Bachelor's degree, Business Administration and Management, General
Constance (Connie) Cross Constance (Connie) Cross's First Interstate Bank of California Experience April 1980 - October 1995
Job Oversee duties and responsibilities of Purchasing, Records and Warehouse staff
Industry Accounting
Experience
Garden Grove Unified School District March 2013 - Present
Garden Grove Unified School District November 2007 - March 2013
Garden Grove Unified School District October 1995 - November 2007
First Interstate Bank of California April 1980 - October 1995
Skills
Budgets, Leadership, Microsoft Excel, Management, Forecasting, Analysis, Training, Program Management, Accounting, Financial Analysis, Logistics, Purchasing Vehicles -...
Education
California State University-Fullerton 2009 — 2011
MBA, Business Administration - Management, Marketing, Operations and Social Media
California State University-Fullerton - College of Business and Economics 2002 — 2009
B.A. - Business Administration, Accounting
Garden Grove Unified School District March 2013 - Present
Garden Grove Unified School District November 2007 - March 2013
Garden Grove Unified School District October 1995 - November 2007
First Interstate Bank of California April 1980 - October 1995
Skills
Budgets, Leadership, Microsoft Excel, Management, Forecasting, Analysis, Training, Program Management, Accounting, Financial Analysis, Logistics, Purchasing Vehicles -...
Education
California State University-Fullerton 2009 — 2011
MBA, Business Administration - Management, Marketing, Operations and Social Media
California State University-Fullerton - College of Business and Economics 2002 — 2009
B.A. - Business Administration, Accounting
John Jukoski's First Interstate Bank of California Experience 1989 - 1991
Job Secondary Marketing Professional
Industry Financial Services
Experience
American Financial Resources, Inc. (AFR Mortgage) 2013 - 2015
AllQuest Home Mortgage Corporation 2011 - 2013
Federal Home Loan Bank of Atlanta 2006 - 2008
Aegis Mortgage Corporation 2005 - 2006
GMAC Mortgage Corporation 2002 - 2005
First Nationwide Mortgage Corporation 1996 - 2002
American Savings Bank, FSB 1991 - 1996
First Interstate Bank of California 1989 - 1991
Skills
Investor Relations, Capital Markets, Interest Rate Risk..., Product Development, Quality Assurance, Credit, Due Diligence, MBS, ABS, Fixed Income, Mortgage Banking, Residential Mortgages, Trading, Mortgage Lending, Finance, Executive Management, Portfolio Management, Funding, Financial Services, Investments, Loans, Banking
Education
University of Rochester - Simon Business School 1987 — 1989
MBA, Finance and Corporate Accounting
Rochester Institute of Technology 1982 — 1987
BS, Computer Science
American Financial Resources, Inc. (AFR Mortgage) 2013 - 2015
AllQuest Home Mortgage Corporation 2011 - 2013
Federal Home Loan Bank of Atlanta 2006 - 2008
Aegis Mortgage Corporation 2005 - 2006
GMAC Mortgage Corporation 2002 - 2005
First Nationwide Mortgage Corporation 1996 - 2002
American Savings Bank, FSB 1991 - 1996
First Interstate Bank of California 1989 - 1991
Skills
Investor Relations, Capital Markets, Interest Rate Risk..., Product Development, Quality Assurance, Credit, Due Diligence, MBS, ABS, Fixed Income, Mortgage Banking, Residential Mortgages, Trading, Mortgage Lending, Finance, Executive Management, Portfolio Management, Funding, Financial Services, Investments, Loans, Banking
Education
University of Rochester - Simon Business School 1987 — 1989
MBA, Finance and Corporate Accounting
Rochester Institute of Technology 1982 — 1987
BS, Computer Science
YuChih Liou's First Interstate Bank of California Experience 1989 - 1991
Job Senior Leader in Program Leadership / Business Relationship Management / Governance, Risk, & Compliance
Industry Management Consulting
Experience
Sony Pictures Entertainment 2009 - 2013
Protiviti 2006 - 2009
Toyota Financial Services 2004 - 2005
Northrop Grumman Information Technology 2002 - 2004
Deloitte Consulting 1998 - 2002
Price Waterhouse 1995 - 1998
Andersen Consulting 1993 - 1995
First Interstate Bank of California 1989 - 1991
Skills
Business Analysis, Business Process..., Management Consulting, Business Process, SAP, Information Technology, Business Strategy, IT Strategy, Vendor Management, Project Management, Business Process Design, Program Management, Enterprise Risk..., Governance, Risk, &..., Anti-Bribery &..., FCPA, Business Relationship..., Business Alliances, IT Relationship..., Continuous Process..., Process Monitoring, SAP Implementation, SAP Financial, Financial Systems, Six Sigma
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Science (BS)
Sony Pictures Entertainment 2009 - 2013
Protiviti 2006 - 2009
Toyota Financial Services 2004 - 2005
Northrop Grumman Information Technology 2002 - 2004
Deloitte Consulting 1998 - 2002
Price Waterhouse 1995 - 1998
Andersen Consulting 1993 - 1995
First Interstate Bank of California 1989 - 1991
Skills
Business Analysis, Business Process..., Management Consulting, Business Process, SAP, Information Technology, Business Strategy, IT Strategy, Vendor Management, Project Management, Business Process Design, Program Management, Enterprise Risk..., Governance, Risk, &..., Anti-Bribery &..., FCPA, Business Relationship..., Business Alliances, IT Relationship..., Continuous Process..., Process Monitoring, SAP Implementation, SAP Financial, Financial Systems, Six Sigma
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Science (BS)
Stacey Horn-Spirito, MS, SPHR, SHRM-SCP, LSSGB's First Interstate Bank of California Experience 1990 - 1995
Job Manager HR Systems, Process Design & Analytics LSS Green Belt at UC Irvine Medical Center
Industry Human Resources
Experience
UC Irvine Medical Center 2011 - Present
Consultant 2003 - Present
Automobile Club of Southern California 2011 - 2011
iProcess Online, Inc. 2005 - 2011
Literacy Volunteers of the National Capital Region 2004 - 2005
This End Up Furniture 2001 - 2003
PricewaterhouseCoopers 2000 - 2001
Automata International 1996 - 2000
First Interstate Bank of California 1990 - 1995
Skills
Human Resources, Performance Management, Organizational..., Talent Management, Training, HRIS, Management, Leadership, Succession Planning, Change Management, Career Development, Process Improvement, Program Management, Strategy, Instructional Design, PeopleSoft, Learning Management..., Onboarding, Applicant Tracking..., Payroll, Project Management, Employee Training, Six Sigma, Business Process..., Organizational..., Cross-functional Team..., Employee Benefits, Shared Services, Business Intelligence, Employment Law..., Risk Management, Training Needs Analysis, Training Facilitation, Coaching, Mentoring, Start-ups, Business Workflows, Gap Analysis, Adult Learning Theory, Transformational..., Quantitative Analytics, Knowledge Management
Education
Ohio University 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Irvine - The Paul Merage School of Business 2013 — 2013
Certificate in Leadership for Healthcare Transformation
Virginia Polytechnic Institute and State University 1999 — 2004
Master’s Degree
California State University-Dominguez Hills 1990 — 1993
Bachelor’s Degree
UC Irvine Medical Center 2011 - Present
Consultant 2003 - Present
Automobile Club of Southern California 2011 - 2011
iProcess Online, Inc. 2005 - 2011
Literacy Volunteers of the National Capital Region 2004 - 2005
This End Up Furniture 2001 - 2003
PricewaterhouseCoopers 2000 - 2001
Automata International 1996 - 2000
First Interstate Bank of California 1990 - 1995
Skills
Human Resources, Performance Management, Organizational..., Talent Management, Training, HRIS, Management, Leadership, Succession Planning, Change Management, Career Development, Process Improvement, Program Management, Strategy, Instructional Design, PeopleSoft, Learning Management..., Onboarding, Applicant Tracking..., Payroll, Project Management, Employee Training, Six Sigma, Business Process..., Organizational..., Cross-functional Team..., Employee Benefits, Shared Services, Business Intelligence, Employment Law..., Risk Management, Training Needs Analysis, Training Facilitation, Coaching, Mentoring, Start-ups, Business Workflows, Gap Analysis, Adult Learning Theory, Transformational..., Quantitative Analytics, Knowledge Management
Education
Ohio University 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Irvine - The Paul Merage School of Business 2013 — 2013
Certificate in Leadership for Healthcare Transformation
Virginia Polytechnic Institute and State University 1999 — 2004
Master’s Degree
California State University-Dominguez Hills 1990 — 1993
Bachelor’s Degree
Neil Sunkin's First Interstate Bank of California Experience November 1993 - October 1996
Job Owner, Law Offices of Neil M. Sunkin
Industry Law Practice
Experience
Law Offices of Neil M. Sunkin July 2003 - Present
New West Symphony 2007 - August 2012
Arter & Hadden, LLP November 1988 - July 2003
First Interstate Bank of California November 1993 - October 1996
Berman Mitchell 1985 - 1988
Skills
Business Litigation, Nonprofits, Corporate Law, Litigation, Civil Litigation, Commercial Litigation, Trials, Personal Injury, Torts, Mediation, Corporate Governance, Trade Secrets, Arbitration, Courts, Bankruptcy, Dispute Resolution, Fundraising, Legal Research, Mergers & Acquisitions, Appeals, Entertainment Law, Volunteer Management, Employment Law, Privacy Law, Dispute, Class Actions, Alternative Dispute..., Trial Practice, Public Liability, Copyright Law, Wrongful Death
Education
Emory University School of Law 1982 — 1985
J.D., Law
Brandeis University 1977 — 1981
Bachelor of Arts (BA) Cum Laude, English and American Literature
The New Lincoln School 1974 — 1977
High School
Law Offices of Neil M. Sunkin July 2003 - Present
New West Symphony 2007 - August 2012
Arter & Hadden, LLP November 1988 - July 2003
First Interstate Bank of California November 1993 - October 1996
Berman Mitchell 1985 - 1988
Skills
Business Litigation, Nonprofits, Corporate Law, Litigation, Civil Litigation, Commercial Litigation, Trials, Personal Injury, Torts, Mediation, Corporate Governance, Trade Secrets, Arbitration, Courts, Bankruptcy, Dispute Resolution, Fundraising, Legal Research, Mergers & Acquisitions, Appeals, Entertainment Law, Volunteer Management, Employment Law, Privacy Law, Dispute, Class Actions, Alternative Dispute..., Trial Practice, Public Liability, Copyright Law, Wrongful Death
Education
Emory University School of Law 1982 — 1985
J.D., Law
Brandeis University 1977 — 1981
Bachelor of Arts (BA) Cum Laude, English and American Literature
The New Lincoln School 1974 — 1977
High School
Marilyn Tobin's First Interstate Bank of California Experience 1990 - 1995
Job Various
Industry Philanthropy
Experience
Penisula Bank 1995 - 1998
First Interstate Bank of California 1990 - 1995
Education
Scripps College 1986 — 1990
B.A, History
Kingswood Cranbrook
Penisula Bank 1995 - 1998
First Interstate Bank of California 1990 - 1995
Education
Scripps College 1986 — 1990
B.A, History
Kingswood Cranbrook
Kathleen Kavanagh's First Interstate Bank of California Experience 1984 - 1996
Job Member and Former Chair, Board of Counselors at USC School of Social Work
Industry Banking
Experience
Union Bank July 1999 - Present
USC School of Social Work 2008 - Present
LA Five Rotary 2008 - Present
Women at Work (Job Facilitation Non-Profit) 2002 - Present
Archdiocesan Youth Employment ("AYE") Job Training and Placement 2000 - Present
Sanwa Bank 1996 - 1999
First Interstate Bank of California 1984 - 1996
Education
University of Redlands
Bachelor of Science (BS), Business Administration and Management, General, Graduated with Distinction, Whitehead School
University of California, Santa Cruz
Undergraduate classes, no degree, Anthropology, History of Science, Sociology
Union Bank July 1999 - Present
USC School of Social Work 2008 - Present
LA Five Rotary 2008 - Present
Women at Work (Job Facilitation Non-Profit) 2002 - Present
Archdiocesan Youth Employment ("AYE") Job Training and Placement 2000 - Present
Sanwa Bank 1996 - 1999
First Interstate Bank of California 1984 - 1996
Education
University of Redlands
Bachelor of Science (BS), Business Administration and Management, General, Graduated with Distinction, Whitehead School
University of California, Santa Cruz
Undergraduate classes, no degree, Anthropology, History of Science, Sociology
Peter Hull's First Interstate Bank of California Experience September 1981 - August 1987
Job Senior Credit Officer at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation August 2003 - Present
Marko Products, Inc. June 1998 - November 2002
Union Bank of California May 1988 - June 1998
Pacific Supply Company Roofing Materials August 1987 - May 1988
First Interstate Bank of California September 1981 - August 1987
Bank of America, NT&SA October 1979 - September 1981
Skills
Banking, Credit Analysis, Credit, Finance, Commercial Lending, Financial Analysis, Loans, Underwriting, Risk Management, Portfolio Management, Credit Risk
Education
California State University-Fullerton - College of Business and Economics 1974 — 1979
Bachelor of Arts (BA), Economics
Regions Financial Corporation August 2003 - Present
Marko Products, Inc. June 1998 - November 2002
Union Bank of California May 1988 - June 1998
Pacific Supply Company Roofing Materials August 1987 - May 1988
First Interstate Bank of California September 1981 - August 1987
Bank of America, NT&SA October 1979 - September 1981
Skills
Banking, Credit Analysis, Credit, Finance, Commercial Lending, Financial Analysis, Loans, Underwriting, Risk Management, Portfolio Management, Credit Risk
Education
California State University-Fullerton - College of Business and Economics 1974 — 1979
Bachelor of Arts (BA), Economics
Reg Truman's First Interstate Bank of California Experience 1968 - 1984
Job Regional Director at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network November 2002 - Present
Fiserv Investor Services 2001 - 2002
Senior Vice President - Business Development 1994 - 2001
Marketing One September 1985 - May 1993
Mercury Savings and Loan Association January 1984 - September 1985
First Interstate Bank of California 1968 - 1984
California Institute of Technology July 1967 - July 1968
US Navy June 1965 - June 1967
Skills
Investments, Banking, Portfolio Management, Mutual Funds, Financial Analysis, Wealth Management, Credit, Capital Markets, Risk Management, Asset Managment, Commercial Banking, Underwriting, Carbon Finance, Series 65, Financial Modeling, Defined Contribution, Asset Management, Series 7, Finance, Due Diligence
Education
Pepperdine University 1976 — 1978
BS, School of Business
Pepperdine University 1976 — 1978
BS, Business School
Promontory Interfinancial Network November 2002 - Present
Fiserv Investor Services 2001 - 2002
Senior Vice President - Business Development 1994 - 2001
Marketing One September 1985 - May 1993
Mercury Savings and Loan Association January 1984 - September 1985
First Interstate Bank of California 1968 - 1984
California Institute of Technology July 1967 - July 1968
US Navy June 1965 - June 1967
Skills
Investments, Banking, Portfolio Management, Mutual Funds, Financial Analysis, Wealth Management, Credit, Capital Markets, Risk Management, Asset Managment, Commercial Banking, Underwriting, Carbon Finance, Series 65, Financial Modeling, Defined Contribution, Asset Management, Series 7, Finance, Due Diligence
Education
Pepperdine University 1976 — 1978
BS, School of Business
Pepperdine University 1976 — 1978
BS, Business School
Lew Gruber's First Interstate Bank of California Experience June 1973 - January 1984
Job Computer Software Professional
Industry Computer Software
Experience
Kaiser Permanente September 1997 - September 2007
Kaiser Permanente 1996 - 2007
GRUBER and ASSOC> August 1996 - September 1997
FIRST INTERSTATE MANAGEMENT SERVICES COMPANY January 1984 - July 1996
First Interstate Bank 1971 - 1996
First Interstate Bank October 1980 - June 1990
FIRST INTERSTATE BANK OF CALIFORNIA June 1973 - January 1984
FRANKLIN COMPUTER ASSOCIATES January 1970 - June 1973
us ARMY June 1963 - July 1968
Skills
Contract Negotiation, Vendor Relations, SLA, Vendor Management, Negotiation, Contract Negotiations, Taught IT and business..., Taught negotiation...
Education
Southwestern Law School 1971 — 1975
jd, LAW
JD
City University of New York City College 1958 — 1963
ba, economics
stuyvesant high school 1954 — 1958
academic, engineering
City University of New York City College
Kaiser Permanente September 1997 - September 2007
Kaiser Permanente 1996 - 2007
GRUBER and ASSOC> August 1996 - September 1997
FIRST INTERSTATE MANAGEMENT SERVICES COMPANY January 1984 - July 1996
First Interstate Bank 1971 - 1996
First Interstate Bank October 1980 - June 1990
FIRST INTERSTATE BANK OF CALIFORNIA June 1973 - January 1984
FRANKLIN COMPUTER ASSOCIATES January 1970 - June 1973
us ARMY June 1963 - July 1968
Skills
Contract Negotiation, Vendor Relations, SLA, Vendor Management, Negotiation, Contract Negotiations, Taught IT and business..., Taught negotiation...
Education
Southwestern Law School 1971 — 1975
jd, LAW
JD
City University of New York City College 1958 — 1963
ba, economics
stuyvesant high school 1954 — 1958
academic, engineering
City University of New York City College
Petrina Aiello Bigford's First Interstate Bank of California Experience September 1969 - December 1984
Job Administrative Professional
Industry Executive Office
Experience
Independent Contractor, Petrina A Bigford June 2011 - Present
Hospital Council of Northern and Central California August 2000 - June 2011
Various Companies 1992 - 2000
California State Assembly May 1988 - December 1992
Aiello Furniture Company December 1984 - May 1988
First Interstate Bank of California September 1969 - December 1984
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Process Improvement, Workflow Design, Fostering Client..., Event Planning, Trade Shows, Customer Service, Office Management, Administrative Officce..., Healthcare, Administrative..., Time Management, Policy, Program Management, Project Planning, Training, Community Outreach, Proposal Writing, Public Speaking, Leadership
Education
Los Medanos College
AA, Liberal Arts
Independent Contractor, Petrina A Bigford June 2011 - Present
Hospital Council of Northern and Central California August 2000 - June 2011
Various Companies 1992 - 2000
California State Assembly May 1988 - December 1992
Aiello Furniture Company December 1984 - May 1988
First Interstate Bank of California September 1969 - December 1984
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Process Improvement, Workflow Design, Fostering Client..., Event Planning, Trade Shows, Customer Service, Office Management, Administrative Officce..., Healthcare, Administrative..., Time Management, Policy, Program Management, Project Planning, Training, Community Outreach, Proposal Writing, Public Speaking, Leadership
Education
Los Medanos College
AA, Liberal Arts
Shawn Malone's First Interstate Bank of California Experience 1992 - 1996
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
SunTrust Investment Services February 2003 - August 2013
Automobile Club Southern California 1997 - 2003
First Interstate Bank of California 1992 - 1996
Skills
Investments, Series 63, Mutual Funds, Series 7, Real Estate, Retirement Planning, Asset Allocation, FINRA, Investment Advisory, Financial Services, Insurance, Team Building, Sales, Leadership, Small Business, Customer Service
Education
San Diego State University-California State University
Grossmont College
SunTrust Investment Services February 2003 - August 2013
Automobile Club Southern California 1997 - 2003
First Interstate Bank of California 1992 - 1996
Skills
Investments, Series 63, Mutual Funds, Series 7, Real Estate, Retirement Planning, Asset Allocation, FINRA, Investment Advisory, Financial Services, Insurance, Team Building, Sales, Leadership, Small Business, Customer Service
Education
San Diego State University-California State University
Grossmont College
Rebecca Trotter's First Interstate Bank of California Experience June 1987 - March 1991
Job Planning, budgeting, and forecasting consultant
Industry Accounting
Experience
Escondido Highlands Association 2013 - Present
Trotter Financial Consulting February 2004 - Present
24 Hour Fitness February 1998 - December 2003
Hometown Buffet, Inc. July 1995 - December 1997
Chiron Vision Corporation January 1993 - June 1995
Paragon Steakhouse Restaurants April 1991 - May 1993
First Interstate Bank of California June 1987 - March 1991
Skills
Financial Analysis, Finance, Strategy, Financial Modeling, Process Improvement, Financial Reporting, Forecasting, Budgets, Leadership, Start-ups, Consulting, Managerial Finance, Mergers & Acquisitions, Analysis, Strategic Planning, Management
Education
California State University-Long Beach 1984 — 1987
BS, Finance and Marketing
Escondido Highlands Association 2013 - Present
Trotter Financial Consulting February 2004 - Present
24 Hour Fitness February 1998 - December 2003
Hometown Buffet, Inc. July 1995 - December 1997
Chiron Vision Corporation January 1993 - June 1995
Paragon Steakhouse Restaurants April 1991 - May 1993
First Interstate Bank of California June 1987 - March 1991
Skills
Financial Analysis, Finance, Strategy, Financial Modeling, Process Improvement, Financial Reporting, Forecasting, Budgets, Leadership, Start-ups, Consulting, Managerial Finance, Mergers & Acquisitions, Analysis, Strategic Planning, Management
Education
California State University-Long Beach 1984 — 1987
BS, Finance and Marketing
John Stoffey's First Interstate Bank of California Experience 1982 - 1984
Job Program Cost Analyst at Northrop Grumman Information Systems
Industry Information Services
Experience
Northrop Grumman Information Systems November 2010 - Present
Oracle Corporation February 1999 - April 2009
Lawrence Berkeley National Laboratory 1988 - 1999
Consolidated Capital Equities Corporation 1987 - 1988
Pacific Gas & Electric 1984 - 1987
First Interstate Bank of California 1982 - 1984
Education
Golden Gate University
MBA, Finance
Harvey Mudd College 1973 — 1977
BS, Mathemetics
Northrop Grumman Information Systems November 2010 - Present
Oracle Corporation February 1999 - April 2009
Lawrence Berkeley National Laboratory 1988 - 1999
Consolidated Capital Equities Corporation 1987 - 1988
Pacific Gas & Electric 1984 - 1987
First Interstate Bank of California 1982 - 1984
Education
Golden Gate University
MBA, Finance
Harvey Mudd College 1973 — 1977
BS, Mathemetics
tammy chevalier's First Interstate Bank of California Experience January 1991 - December 1994
Job Banking Professional
Industry Banking
Experience
citimortgage Inc January 1998 - Present
Citimortgage Inc/First Nationwide Mortgage January 1998 - June 2007
Partners Mortgage corp June 1997 - January 1998
GMAC Mortgage June 1995 - June 1997
First Interstate Bank of California January 1991 - December 1994
Manchester Mortgage Company July 1989 - January 1991
Skills
Mortgage Lending, Loans, FHA, Credit
Education
Mt. San Antonio College 2007 — 2010
general
citimortgage Inc January 1998 - Present
Citimortgage Inc/First Nationwide Mortgage January 1998 - June 2007
Partners Mortgage corp June 1997 - January 1998
GMAC Mortgage June 1995 - June 1997
First Interstate Bank of California January 1991 - December 1994
Manchester Mortgage Company July 1989 - January 1991
Skills
Mortgage Lending, Loans, FHA, Credit
Education
Mt. San Antonio College 2007 — 2010
general
D. Baxter Todd's First Interstate Bank of California Experience 1993 - 1996
Job
Industry Banking
Experience
Santa Clara Valley Bank, N.A. 2012 - 2014
Hermes Capital Partners January 2009 - 2012
InterBusiness Bank 2006 - 2009
California National Bank 2003 - 2006
Tokai Bank of California 2000 - 2003
Euler American Credit Indemnity [Affiliate of Credit Suisse & Swiss Re] 1996 - 2000
First Interstate Bank of California 1993 - 1996
First Transtate, Pension Investment Advisors [to Security Pacific Bank Investment Management (SPIM)] 1989 - 1993
Trafalgar Securities, subsidiary Trafalgar Holdings [Merchant Bank] 1985 - 1988
Drexel Burnham Lambert / Dean Witter & Co. 1977 - 1984
Skills
Senior [Unsecured /..., Intellectual Property..., Non-Dilutive Corporate..., Mezzanine, Subordinated..., Middle Market..., Major Invesment Bank..., Major Commercial Bank..., Prior background in..., Portfolio Management..., Strategy, Emerging Markets, Portfolio Management, Corporate Finance, Restructuring, Due Diligence, Finance, Equities, Mergers & Acquisitions, Loans, Risk Management, Investment Banking, Investments, Private Equity, Financial Modeling, Capital, Business Development, Banking, Credit, Middle Market, Executive Management, Financial Services, Mezzanine, Financial Structuring, Management, Commercial Lending, Structured Finance
Education
University of California, Los Angeles 1973 — 1975
New York Institute of Finance 1976 — 1977
Santa Clara Valley Bank, N.A. 2012 - 2014
Hermes Capital Partners January 2009 - 2012
InterBusiness Bank 2006 - 2009
California National Bank 2003 - 2006
Tokai Bank of California 2000 - 2003
Euler American Credit Indemnity [Affiliate of Credit Suisse & Swiss Re] 1996 - 2000
First Interstate Bank of California 1993 - 1996
First Transtate, Pension Investment Advisors [to Security Pacific Bank Investment Management (SPIM)] 1989 - 1993
Trafalgar Securities, subsidiary Trafalgar Holdings [Merchant Bank] 1985 - 1988
Drexel Burnham Lambert / Dean Witter & Co. 1977 - 1984
Skills
Senior [Unsecured /..., Intellectual Property..., Non-Dilutive Corporate..., Mezzanine, Subordinated..., Middle Market..., Major Invesment Bank..., Major Commercial Bank..., Prior background in..., Portfolio Management..., Strategy, Emerging Markets, Portfolio Management, Corporate Finance, Restructuring, Due Diligence, Finance, Equities, Mergers & Acquisitions, Loans, Risk Management, Investment Banking, Investments, Private Equity, Financial Modeling, Capital, Business Development, Banking, Credit, Middle Market, Executive Management, Financial Services, Mezzanine, Financial Structuring, Management, Commercial Lending, Structured Finance
Education
University of California, Los Angeles 1973 — 1975
New York Institute of Finance 1976 — 1977
Leslie Charlesworth's First Interstate Bank of California Experience 1985 - 1991
Job Senior Vice President at City National Bank
Industry Management Consulting
Experience
City National Bank July 2012 - December 2014
Business Insights, Inc. October 1998 - July 2012
City National Bank 2005 - 2010
City National Bank 1999 - 2010
Home Savings of America June 1996 - August 1998
First Interstate Bank February 1973 - April 1996
First Interstate Bancorp 1973 - 1996
First Interstate Bank of California 1985 - 1991
Skills
Risk Management, Payments, Human Resources, Management, Program Management, Business Process, Mergers & Acquisitions, Project Management, Process Improvement, Credit, Business Analysis, Leadership, Banking, Commercial Banking, Portfolio Management, Vendor Management, Customer Service, Financial Risk, Cash Management, Loans, Commercial Lending, Treasury Management, Management Consulting, Mergers
Education
University of Virginia 1985 — 1987
Graduate School of Retail Banking
University of Colorado Boulder 1982 — 1983
Graduate School of Human Resources
City National Bank July 2012 - December 2014
Business Insights, Inc. October 1998 - July 2012
City National Bank 2005 - 2010
City National Bank 1999 - 2010
Home Savings of America June 1996 - August 1998
First Interstate Bank February 1973 - April 1996
First Interstate Bancorp 1973 - 1996
First Interstate Bank of California 1985 - 1991
Skills
Risk Management, Payments, Human Resources, Management, Program Management, Business Process, Mergers & Acquisitions, Project Management, Process Improvement, Credit, Business Analysis, Leadership, Banking, Commercial Banking, Portfolio Management, Vendor Management, Customer Service, Financial Risk, Cash Management, Loans, Commercial Lending, Treasury Management, Management Consulting, Mergers
Education
University of Virginia 1985 — 1987
Graduate School of Retail Banking
University of Colorado Boulder 1982 — 1983
Graduate School of Human Resources
Charlie Buchta's First Interstate Bank of California Experience 1984 - 1990
Job Management Consultant & Mediator
Industry Management Consulting
Experience
CJB ENTERPRISES June 1995 - Present
CJB ENTERPRISES January 2004 - 2010
Pfeiffer University January 2005 - 2008
NatWest Bank 1991 - 1995
American Savings Bank 1991 - 1992
First Interstate Bank of California 1984 - 1990
The Chase Manhattan Bank June 1975 - March 1984
Skills
Organizational..., Strategic Planning, Management Consulting, Program Management, Public Speaking, Leadership Development, Change Management, Teaching, Management, Leadership, Mergers & Acquisitions, Executive Coaching, Team Leadership, Coaching, Staff Development, Entrepreneurship, Banking, Business Strategy, Strategy
Education
Fordham Gabelli School of Business 1969 — 1971
MBA, Finance
College of the Holy Cross 1959 — 1963
BS, English
CJB ENTERPRISES June 1995 - Present
CJB ENTERPRISES January 2004 - 2010
Pfeiffer University January 2005 - 2008
NatWest Bank 1991 - 1995
American Savings Bank 1991 - 1992
First Interstate Bank of California 1984 - 1990
The Chase Manhattan Bank June 1975 - March 1984
Skills
Organizational..., Strategic Planning, Management Consulting, Program Management, Public Speaking, Leadership Development, Change Management, Teaching, Management, Leadership, Mergers & Acquisitions, Executive Coaching, Team Leadership, Coaching, Staff Development, Entrepreneurship, Banking, Business Strategy, Strategy
Education
Fordham Gabelli School of Business 1969 — 1971
MBA, Finance
College of the Holy Cross 1959 — 1963
BS, English
Kevin Hensel's First Interstate Bank of California Experience 1985 - 1992
Job Regional Security Specialist at US Bank
Industry Banking
Experience
US Bank 1996 - Present
First Interstate Bancorp 1995 - 1996
American Protective Services 1993 - 1995
MCM Video Security, Inc 1992 - 1994
First Interstate Bank of California 1985 - 1992
Skills
Access Control, CCTV, Physical Security, Alarms, Security Management, Risk Assessment, Business Continuity, Security+, Firearms, Crime Prevention, Security, Corporate Security, Security Operations, Vulnerability Assessment, Surveillance, Emergency Management, Executive Protection, Project Planning, Facilities Management, Alarm Systems, Operations Management, Team Building, Risk Management, Security Audits, Private Investigations, Fraud, Investigation, Intrusion Detection, Crisis Management, IPS, Protection, Data Center, Supervisory Skills, Hardware, Background Checks, Security Training, Biometrics, Enforcement, Law Enforcement
Education
University of Louisville
Certification, Crime Prevention Through Environmental Design
University of Wisconsin-Milwaukee
Operational Considerations for Govt.
The George Washington University
Design and Application of Industrial Security System
Duarte HS 1971 — 1974
US Bank 1996 - Present
First Interstate Bancorp 1995 - 1996
American Protective Services 1993 - 1995
MCM Video Security, Inc 1992 - 1994
First Interstate Bank of California 1985 - 1992
Skills
Access Control, CCTV, Physical Security, Alarms, Security Management, Risk Assessment, Business Continuity, Security+, Firearms, Crime Prevention, Security, Corporate Security, Security Operations, Vulnerability Assessment, Surveillance, Emergency Management, Executive Protection, Project Planning, Facilities Management, Alarm Systems, Operations Management, Team Building, Risk Management, Security Audits, Private Investigations, Fraud, Investigation, Intrusion Detection, Crisis Management, IPS, Protection, Data Center, Supervisory Skills, Hardware, Background Checks, Security Training, Biometrics, Enforcement, Law Enforcement
Education
University of Louisville
Certification, Crime Prevention Through Environmental Design
University of Wisconsin-Milwaukee
Operational Considerations for Govt.
The George Washington University
Design and Application of Industrial Security System
Duarte HS 1971 — 1974
Craig Butrym's First Interstate Bank of California Experience 1985 - 1986
Job Senior Vice President of Sales at IntelePeer Cloud Communications
Industry Telecommunications
Experience
IntelePeer Cloud Communications October 2013 - Present
Tata Communications 2010 - December 2012
Global Crossing 2009 - 2010
Level 3 Communications 2007 - 2009
Level 3 Communications 2005 - 2007
Level 3 Communications 2003 - 2005
GENUITY, INC 2001 - 2003
FIRST INTERSTATE BANK OF CALIFORNIA 1985 - 1986
AT&T/WISCONSIN TELEPHONE COMPANY 1979 - 1985
Sportiv Illkich Graffenstaden 1977 - 1979
Skills
Leadership, Management, Sales, Strategic Planning, Telecommunications, Business Strategy, Sales Management, Business Development, SaaS, Change Management, Enterprise Software, Strategy, Managed Services, Channel, Strategic Partnerships, Solution Selling, New Business Development, Cloud Computing, Unified Communications
Education
Marquette University
B.S, Business Administration; Marketing
IntelePeer Cloud Communications October 2013 - Present
Tata Communications 2010 - December 2012
Global Crossing 2009 - 2010
Level 3 Communications 2007 - 2009
Level 3 Communications 2005 - 2007
Level 3 Communications 2003 - 2005
GENUITY, INC 2001 - 2003
FIRST INTERSTATE BANK OF CALIFORNIA 1985 - 1986
AT&T/WISCONSIN TELEPHONE COMPANY 1979 - 1985
Sportiv Illkich Graffenstaden 1977 - 1979
Skills
Leadership, Management, Sales, Strategic Planning, Telecommunications, Business Strategy, Sales Management, Business Development, SaaS, Change Management, Enterprise Software, Strategy, Managed Services, Channel, Strategic Partnerships, Solution Selling, New Business Development, Cloud Computing, Unified Communications
Education
Marquette University
B.S, Business Administration; Marketing
Pamela Knapp's First Interstate Bank of California Experience 1987 - 1992
Job Community Leader
Industry Nonprofit Organization Management
Experience
Pasadena Tournament of Roses May 1991 - Present
La Canada Council PTA 2008 - 2014
La Cañada Elementary PTA, Inc. July 2001 - June 2013
National Charity League, Inc., Glendale Chapter April 2007 - May 2013
Etcetera (Carlisle Etcetera, LLC) April 2011 - December 2012
First Interstate Bank 1993 - 1996
National Sleep Foundation 1992 - 1993
First Interstate Bank of California 1987 - 1992
First Interstate Bank of Oregon 1984 - 1987
Skills
Event Planning, Budgeting, Fundraising, Event Management, Marketing Communications, Team Building, Public Speaking, Strategic Planning, Customer Service, Direct Sales, Public Relations, Sales Management, Negotiation, Customer Relations, Non-profits, Social Media, Leadership Development, Special Events, Social Networking, Writing, Community Relations, Interviewing, Problem Solving, Microsoft Office, Coaching, Budget Management, Online Marketing, PowerPoint, Word, Press Releases, Team Leadership, Budgets, Microsoft Word, Nonprofits, Marketing, Management, Recruiting, Volunteer Management, Sales, Strategy, Strategic Partnerships, Program Management, Social Media Marketing, Human Resources, Employee Training, Newsletters, Contract Negotiation, Advertising, Entrepreneurship, Marketing Strategy
Education
University of Southern California 1980 — 1984
BS, Business Administration, Finance
Cambridge University 1982 — 1982
Certificate, International Studies
San Marino High School
Pasadena Tournament of Roses May 1991 - Present
La Canada Council PTA 2008 - 2014
La Cañada Elementary PTA, Inc. July 2001 - June 2013
National Charity League, Inc., Glendale Chapter April 2007 - May 2013
Etcetera (Carlisle Etcetera, LLC) April 2011 - December 2012
First Interstate Bank 1993 - 1996
National Sleep Foundation 1992 - 1993
First Interstate Bank of California 1987 - 1992
First Interstate Bank of Oregon 1984 - 1987
Skills
Event Planning, Budgeting, Fundraising, Event Management, Marketing Communications, Team Building, Public Speaking, Strategic Planning, Customer Service, Direct Sales, Public Relations, Sales Management, Negotiation, Customer Relations, Non-profits, Social Media, Leadership Development, Special Events, Social Networking, Writing, Community Relations, Interviewing, Problem Solving, Microsoft Office, Coaching, Budget Management, Online Marketing, PowerPoint, Word, Press Releases, Team Leadership, Budgets, Microsoft Word, Nonprofits, Marketing, Management, Recruiting, Volunteer Management, Sales, Strategy, Strategic Partnerships, Program Management, Social Media Marketing, Human Resources, Employee Training, Newsletters, Contract Negotiation, Advertising, Entrepreneurship, Marketing Strategy
Education
University of Southern California 1980 — 1984
BS, Business Administration, Finance
Cambridge University 1982 — 1982
Certificate, International Studies
San Marino High School
Jacqueline Zapf's First Interstate Bank of California Experience May 1979 - April 1996
Job Employment law attorney; trained mediator
Industry Legal Services
Experience
Agoura-Los Robles Podiatry Centers 2001 - Present
Self Employed September 1997 - December 2007
Amgen January 1997 - July 1997
First Interstate Bank Of California May 1979 - April 1996
Education
Pepperdine University School of Law 1996 — 1997
Certificate, Dispute Resolution
Northwestern University School of Law 1972 — 1975
J.D., Law
Saint Mary-of-the-Woods College 1968 — 1972
B.A., History
Agoura-Los Robles Podiatry Centers 2001 - Present
Self Employed September 1997 - December 2007
Amgen January 1997 - July 1997
First Interstate Bank Of California May 1979 - April 1996
Education
Pepperdine University School of Law 1996 — 1997
Certificate, Dispute Resolution
Northwestern University School of Law 1972 — 1975
J.D., Law
Saint Mary-of-the-Woods College 1968 — 1972
B.A., History
William Hause's First Interstate Bank of California Experience 1979 - 1982
Job Principal at Hause Enterprises & Consulting
Industry Law Enforcement
Experience
Hause Enterprises & Consulting May 1991 - Present
North American Security, Inc. 2005 - 2010
American Guard Services, Inc. 1993 - 2004
Select Investigative Services, Inc. 1990 - 1993
United Investigative Services, Inc. 1987 - 1990
Bank of California 1986 - 1987
Rainbow Custom Products, Inc. 1983 - 1986
First Interstate Bank of California 1979 - 1982
United States Navy 1954 - 1975
Skills
Management Consulting, Mergers, Strategic Planning, Due Diligence, Business Strategy, Business Planning, Engagement, Leadership Development, Coaching, Restructuring, Executive Coaching, Funding, Strategy Development, Leveraged Finance, Asset, Mergers & Acquisitions, Finance, Strategy, Start-ups, Training, Budgets, Negotiation, Proposal Writing, Corporate Finance, Contract Management, Management, Banking, Security Management, Sales, Business Process..., Team Building, Portfolio Management, Marketing, Risk Management, Security, Software Documentation, Executive Management, Selling
Education
University of Southern California 1979 — 1980
Master of Business Administration (MBA), Finance and Systems Management, 3.8
California State University-Fullerton 1977 — 1979
Bachelors Business Administration, Accounting and Business/Management
Santa Ana Community College 1976 — 1977
Associate's degree, Accounting and Business/Management
University of Chicago 1959 — 1960
Bachelor's degree - Electrical Engineering, Marine Science/Naval Engineering, 3.6
Hause Enterprises & Consulting May 1991 - Present
North American Security, Inc. 2005 - 2010
American Guard Services, Inc. 1993 - 2004
Select Investigative Services, Inc. 1990 - 1993
United Investigative Services, Inc. 1987 - 1990
Bank of California 1986 - 1987
Rainbow Custom Products, Inc. 1983 - 1986
First Interstate Bank of California 1979 - 1982
United States Navy 1954 - 1975
Skills
Management Consulting, Mergers, Strategic Planning, Due Diligence, Business Strategy, Business Planning, Engagement, Leadership Development, Coaching, Restructuring, Executive Coaching, Funding, Strategy Development, Leveraged Finance, Asset, Mergers & Acquisitions, Finance, Strategy, Start-ups, Training, Budgets, Negotiation, Proposal Writing, Corporate Finance, Contract Management, Management, Banking, Security Management, Sales, Business Process..., Team Building, Portfolio Management, Marketing, Risk Management, Security, Software Documentation, Executive Management, Selling
Education
University of Southern California 1979 — 1980
Master of Business Administration (MBA), Finance and Systems Management, 3.8
California State University-Fullerton 1977 — 1979
Bachelors Business Administration, Accounting and Business/Management
Santa Ana Community College 1976 — 1977
Associate's degree, Accounting and Business/Management
University of Chicago 1959 — 1960
Bachelor's degree - Electrical Engineering, Marine Science/Naval Engineering, 3.6
Anhthony Tony Graham's First Interstate Bank of California Experience December 1974 - April 1984
Job TRANSPORTATION ASSOCIATE at YMCA of San Diego County
Industry Financial Services
Experience
California Small Business District Center February 2012 - Present
YMCA of San Diego County November 2010 - Present
First Horizon Home Loans November 1999 - May 2004
AB Financial Services, Inc February 1998 - April 1999
Bank One, Texas NA February 1993 - February 1998
Home Federal Savings and Loan August 1985 - August 1988
First Interstate Bank of California December 1974 - April 1984
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Fixed Annuities, Series 7, Strategic Financial..., Securities, Equities, Series 63, Financial Analysis, Insurance, Wealth Management, Estate Planning, Credit, Long-term Care, Banking, Life Insurance, Disability Insurance, Fixed Income
Education
San Diego State University-California State University
Business Management
California Small Business District Center February 2012 - Present
YMCA of San Diego County November 2010 - Present
First Horizon Home Loans November 1999 - May 2004
AB Financial Services, Inc February 1998 - April 1999
Bank One, Texas NA February 1993 - February 1998
Home Federal Savings and Loan August 1985 - August 1988
First Interstate Bank of California December 1974 - April 1984
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Fixed Annuities, Series 7, Strategic Financial..., Securities, Equities, Series 63, Financial Analysis, Insurance, Wealth Management, Estate Planning, Credit, Long-term Care, Banking, Life Insurance, Disability Insurance, Fixed Income
Education
San Diego State University-California State University
Business Management
Nancy Levin's First Interstate Bank of California Experience 1986 - 2004
Job Senior Compensation Consultant at City National Bank
Industry Banking
Experience
City National Bank 2004 - Present
First Interstate Bank of California 1986 - 2004
The Hay Group 1976 - 1986
Skills
Compensation, Incentives, Salary, Performance Management, Deferred Compensation, Job Evaluation, Incentive Programs, Human Resources
Education
Boston University 1970 — 1976
B.A., Social Work
City National Bank 2004 - Present
First Interstate Bank of California 1986 - 2004
The Hay Group 1976 - 1986
Skills
Compensation, Incentives, Salary, Performance Management, Deferred Compensation, Job Evaluation, Incentive Programs, Human Resources
Education
Boston University 1970 — 1976
B.A., Social Work
Maye-Lynn Gon-Soneda, MHROD, SPHR's First Interstate Bank of California Experience 1989 - 1991
Job Senior HR Business Partner at UC Berkeley
Industry Human Resources
Experience
UC Berkeley February 2012 - Present
University of San Francisco 2007 - March 2011
University of San Francisco 1996 - 2007
The Management Center 1991 - 1993
First Interstate Bank of California 1989 - 1991
Skills
Employee Relations, Organizational..., Business Process..., Training & Development, HR Consulting, Harassment/Discriminatio..., Change Management, Employee Services, HR Policies & Procedures, Leadership Develoment, Equal Employment..., ADA Reasonable..., Performance Management, Career Coaching, Supervisory Skills..., Policy, Leadership, Action, Human Resources, Career Counseling, Business Analysis, Leadership Development, Employee Training, Career Development, Analysis, Resume Writing, MBTI, Interviews, Management, Labor Relations, Recruiting, Employee Benefits, Personnel Management, HR Policies, Training
Education
University of San Francisco
Master's, Human Resources & Organization Development
University of San Francisco
Bachelor of Science, Organizational Behavior
UC Berkeley February 2012 - Present
University of San Francisco 2007 - March 2011
University of San Francisco 1996 - 2007
The Management Center 1991 - 1993
First Interstate Bank of California 1989 - 1991
Skills
Employee Relations, Organizational..., Business Process..., Training & Development, HR Consulting, Harassment/Discriminatio..., Change Management, Employee Services, HR Policies & Procedures, Leadership Develoment, Equal Employment..., ADA Reasonable..., Performance Management, Career Coaching, Supervisory Skills..., Policy, Leadership, Action, Human Resources, Career Counseling, Business Analysis, Leadership Development, Employee Training, Career Development, Analysis, Resume Writing, MBTI, Interviews, Management, Labor Relations, Recruiting, Employee Benefits, Personnel Management, HR Policies, Training
Education
University of San Francisco
Master's, Human Resources & Organization Development
University of San Francisco
Bachelor of Science, Organizational Behavior
Peter Svendsen's First Interstate Bank of California Experience February 1984 - November 1989
Job Financial Services Consultant
Industry Financial Services
Experience
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics