First Private Bank & Trust
Description
Founded: 1983 Parent organization: Boston Private Financial Holdings, Inc.
First Private Bank & Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Private Bank & Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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First Private Bank & Trust Employees
Employee
Years
Job
Industry
Robyn Daniels Robyn Daniels's First Private Bank & Trust Experience September 2008 - June 2010
Job Vice President Branch Manager Rabobank
Industry Banking
Experience
Rabobank January 2014 - Present
First Republic Bank December 2012 - June 2013
First Citizens Bank >First Citizens Bancshares June 2010 - December 2012
First Private Bank & Trust September 2008 - June 2010
Downey Savings March 1999 - August 2008
Coast Federal Bank February 1992 - February 1996
Skills
Commercial Lending, Loans, Mortgage Lending, Commercial Banking, Credit, Credit Analysis, Banking, Commercial Mortgages, Loan Origination, Private Banking, Wealth Management, Cash Management, Small Business, Small Business Lending, Risk Management, Investments, Underwriting, Retail Banking, Consumer Lending, Mortgage Banking, New Business Development, Refinance, Finance, Financial Services, Portfolio Management, Lines Of Credit, Sales, Relationship Management, Cross Selling, Management, Treasury Management, Branch Management, Strategic Financial..., Leadership, Business Development, Insurance, Residential Mortgages, Financial Analysis, Financial Risk, Funding, Real Estate Financing, SBA, FHA, Asset Based Lending, Construction Loans, Merchant Services, Executive Management, Retirement Planning, Commercial Real Estate, Credit Risk
Education
Moorpark College
Film Radio and Television
West Covina High School 1965 — 1968
Rabobank January 2014 - Present
First Republic Bank December 2012 - June 2013
First Citizens Bank >First Citizens Bancshares June 2010 - December 2012
First Private Bank & Trust September 2008 - June 2010
Downey Savings March 1999 - August 2008
Coast Federal Bank February 1992 - February 1996
Skills
Commercial Lending, Loans, Mortgage Lending, Commercial Banking, Credit, Credit Analysis, Banking, Commercial Mortgages, Loan Origination, Private Banking, Wealth Management, Cash Management, Small Business, Small Business Lending, Risk Management, Investments, Underwriting, Retail Banking, Consumer Lending, Mortgage Banking, New Business Development, Refinance, Finance, Financial Services, Portfolio Management, Lines Of Credit, Sales, Relationship Management, Cross Selling, Management, Treasury Management, Branch Management, Strategic Financial..., Leadership, Business Development, Insurance, Residential Mortgages, Financial Analysis, Financial Risk, Funding, Real Estate Financing, SBA, FHA, Asset Based Lending, Construction Loans, Merchant Services, Executive Management, Retirement Planning, Commercial Real Estate, Credit Risk
Education
Moorpark College
Film Radio and Television
West Covina High School 1965 — 1968
Linda M. Kaplan Linda M. Kaplan's First Private Bank & Trust Experience April 2007 - April 2008
Job Executive Assistant at Ironstone Property Management
Industry Executive Office
Experience
Ironstone Property Management September 2012 - Present
Cross Creek Village HOA December 2009 - March 2012
First Private Bank & Trust April 2007 - April 2008
The Wilshire HOA March 2005 - April 2006
Albert Aizin Enterprises March 2005 - April 2006
The Trenton Group April 2004 - December 2004
Century Woods HOA August 2001 - December 2004
Skills
Administrative..., Time Management, Customer Service, Microsoft Excel, Office Management, Microsoft Office, Outlook, Prompt, Calendaring, Typing, Calendars, Microsoft Word, Office Administration, Expense Management, Interviews, Excellent verbal &..., Dependable, Telephone Skills, Data Entry, Real Estate, Lotus Notes, Property Management, Internet Savvy, Project Planning, Detail oriented, Stable administrator, Strong customer service..., FileMaker, Wordsmithing, Meeting Planning, Executive Administrative, Microsoft Publisher, Strong work ethic, Work Ethic, Capable of prioritizing..., Innovative Problem..., Coordinated homeowner..., Coordination, Multi Tasking, Fast Notes, Assisted with monthly..., Scheduled homeowner..., Maintained..., Researched vendors for..., Followed up with..., Microsoft Office (Word,..., Notified homeowners on..., Typing - 60 wpm, Close Attention to..., Strong follow up skills
Education
California State University-Northridge 1973 — 1975
B.A., Sociology, 3.0
Phoenix College 1971 — 1973
A.A., General, 3.0
Camelback High School 1967 — 1971
Diploma, General, 3.0
Ironstone Property Management September 2012 - Present
Cross Creek Village HOA December 2009 - March 2012
First Private Bank & Trust April 2007 - April 2008
The Wilshire HOA March 2005 - April 2006
Albert Aizin Enterprises March 2005 - April 2006
The Trenton Group April 2004 - December 2004
Century Woods HOA August 2001 - December 2004
Skills
Administrative..., Time Management, Customer Service, Microsoft Excel, Office Management, Microsoft Office, Outlook, Prompt, Calendaring, Typing, Calendars, Microsoft Word, Office Administration, Expense Management, Interviews, Excellent verbal &..., Dependable, Telephone Skills, Data Entry, Real Estate, Lotus Notes, Property Management, Internet Savvy, Project Planning, Detail oriented, Stable administrator, Strong customer service..., FileMaker, Wordsmithing, Meeting Planning, Executive Administrative, Microsoft Publisher, Strong work ethic, Work Ethic, Capable of prioritizing..., Innovative Problem..., Coordinated homeowner..., Coordination, Multi Tasking, Fast Notes, Assisted with monthly..., Scheduled homeowner..., Maintained..., Researched vendors for..., Followed up with..., Microsoft Office (Word,..., Notified homeowners on..., Typing - 60 wpm, Close Attention to..., Strong follow up skills
Education
California State University-Northridge 1973 — 1975
B.A., Sociology, 3.0
Phoenix College 1971 — 1973
A.A., General, 3.0
Camelback High School 1967 — 1971
Diploma, General, 3.0
Nina Brinkley Nina Brinkley's First Private Bank & Trust Experience December 2009 - November 2010
Job Mortgage Advisor at Guild Mortgage
Industry Financial Services
Experience
Guild Mortgage March 2015 - Present
Academy Mortgage Corporation October 2014 - March 2015
Guardian Mortgage Company, Inc. April 2014 - October 2014
Guardian Mortgage Company, Inc. February 2012 - April 2014
First Private Bank & Trust December 2009 - November 2010
Abbott Laboratories February 2001 - June 2005
Janssen Pharmaceutica August 2000 - February 2001
ABN AMRO Bank N.V. September 1999 - August 2000
Skills
Mortgage Lending, Loans, FHA, Refinance, Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Investments, Consulting, Government Loans, Sales, Mortgage Banking, Referrals, Mortgage Underwriting, http://eendorsements.com..., Finance, Loan Origination, Residential Mortgages, Credit, FHA financing, VA loans
Education
University of Arizona 1993 — 1997
B. S. in Molecular Biology, Minors in Math/Physics/Chemistry
St. Agnes Academy
Guild Mortgage March 2015 - Present
Academy Mortgage Corporation October 2014 - March 2015
Guardian Mortgage Company, Inc. April 2014 - October 2014
Guardian Mortgage Company, Inc. February 2012 - April 2014
First Private Bank & Trust December 2009 - November 2010
Abbott Laboratories February 2001 - June 2005
Janssen Pharmaceutica August 2000 - February 2001
ABN AMRO Bank N.V. September 1999 - August 2000
Skills
Mortgage Lending, Loans, FHA, Refinance, Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Investments, Consulting, Government Loans, Sales, Mortgage Banking, Referrals, Mortgage Underwriting, http://eendorsements.com..., Finance, Loan Origination, Residential Mortgages, Credit, FHA financing, VA loans
Education
University of Arizona 1993 — 1997
B. S. in Molecular Biology, Minors in Math/Physics/Chemistry
St. Agnes Academy
Kimberly Samson Kimberly Samson's First Private Bank & Trust Experience February 2010 - June 2010
Job Principal, Ridan Flooring
Industry Construction
Experience
Ridan Flooring May 2010 - Present
First Private Bank & Trust February 2010 - June 2010
Santa Barbara Bank & Trust December 2006 - February 2010
Merrill Lynch November 1995 - December 2000
Skills
Flooring, Product Specification, Design Collaboration, Project Management, Budget Estimating, Construction, Real Estate, Strategic Planning, Due Diligence, Commercial Real Estate, Real Estate Economics, Commercial Lending, Loans, Financial Analysis, Budgets, Asset Managment, Management
Education
The University of Texas at Austin 1989 — 1993
BBA/BS, Finance/RTF
Harvard Westlake 1985 — 1989
Ridan Flooring May 2010 - Present
First Private Bank & Trust February 2010 - June 2010
Santa Barbara Bank & Trust December 2006 - February 2010
Merrill Lynch November 1995 - December 2000
Skills
Flooring, Product Specification, Design Collaboration, Project Management, Budget Estimating, Construction, Real Estate, Strategic Planning, Due Diligence, Commercial Real Estate, Real Estate Economics, Commercial Lending, Loans, Financial Analysis, Budgets, Asset Managment, Management
Education
The University of Texas at Austin 1989 — 1993
BBA/BS, Finance/RTF
Harvard Westlake 1985 — 1989
Shawn Emile Shawn Emile's First Private Bank & Trust Experience March 2007 - August 2010
Job Commercial / Medical Financial Officer at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank August 2010 - Present
First Private Bank & Trust March 2007 - August 2010
Chase June 2005 - February 2007
Skills
Loans, Banking, Credit, Commercial Lending, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Refinance, Private Banking, Finance, Cross Selling, Relationship Management, Cash Management
Education
CSUN 2007 — 2011
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Burbank high school
First Citizens Bank August 2010 - Present
First Private Bank & Trust March 2007 - August 2010
Chase June 2005 - February 2007
Skills
Loans, Banking, Credit, Commercial Lending, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Refinance, Private Banking, Finance, Cross Selling, Relationship Management, Cash Management
Education
CSUN 2007 — 2011
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Burbank high school
Richard Harbin Richard Harbin's First Private Bank & Trust Experience July 2009 - March 2011
Job Vice President at Community Bank
Industry Banking
Experience
Community Bank March 2011 - Present
First Private Bank & Trust July 2009 - March 2011
Professional Business Bank September 2006 - July 2009
GMAC 2005 - 2006
Marquette Financial Companies June 2002 - June 2005
FINOVA Capital Corporation June 1997 - July 2002
Heller Financial 1987 - 1997
Skills
Commercial Lending, Loans, Credit Analysis, Underwriting, Banking, Credit, Asset Based Lending, Portfolio Management, Commercial Banking, Financial Analysis, Risk Management, Mortgage Lending, Commercial Mortgages, Mergers, Cash Management, Loan Origination, Corporate Finance, Real Estate
Education
California State University-Northridge
Community Bank March 2011 - Present
First Private Bank & Trust July 2009 - March 2011
Professional Business Bank September 2006 - July 2009
GMAC 2005 - 2006
Marquette Financial Companies June 2002 - June 2005
FINOVA Capital Corporation June 1997 - July 2002
Heller Financial 1987 - 1997
Skills
Commercial Lending, Loans, Credit Analysis, Underwriting, Banking, Credit, Asset Based Lending, Portfolio Management, Commercial Banking, Financial Analysis, Risk Management, Mortgage Lending, Commercial Mortgages, Mergers, Cash Management, Loan Origination, Corporate Finance, Real Estate
Education
California State University-Northridge
Brian Shapiro Brian Shapiro's First Private Bank & Trust Experience April 2008 - May 2011
Job Managing Partner at The Shapiro Group, CPAs
Industry Accounting
Experience
The Shapiro Group, CPAs August 1983 - Present
Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) April 2014 - Present
Boston Private Bank & Trust Company May 2011 - Present
First Private Bank & Trust April 2008 - May 2011
UCLA Anderson School of Management January 1981 - June 1987
Arthur Young & Company September 1977 - August 1983
Price Waterhouse & Co September 1976 - September 1977
Skills
Taxation of Securites..., Estate Tax Planning, Partnership Taxation, Real Estate Transactions, Real Estate Taxation, High Net Worth..., Business and Investment..., Business Acquisition..., Complex Tax Compliance..., Corporate Taxation
Education
University of Southern California 1978 — 1981
MBT, Taxation
University of Wisconsin-Madison - School of Business 1975 — 1976
MBA, Accounting and Information Systems, Finance-Investments and Investment Banking
University of Wisconsin-Madison - School of Business 1971 — 1975
BBA, Accounting, Finance
The Shapiro Group, CPAs August 1983 - Present
Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) April 2014 - Present
Boston Private Bank & Trust Company May 2011 - Present
First Private Bank & Trust April 2008 - May 2011
UCLA Anderson School of Management January 1981 - June 1987
Arthur Young & Company September 1977 - August 1983
Price Waterhouse & Co September 1976 - September 1977
Skills
Taxation of Securites..., Estate Tax Planning, Partnership Taxation, Real Estate Transactions, Real Estate Taxation, High Net Worth..., Business and Investment..., Business Acquisition..., Complex Tax Compliance..., Corporate Taxation
Education
University of Southern California 1978 — 1981
MBT, Taxation
University of Wisconsin-Madison - School of Business 1975 — 1976
MBA, Accounting and Information Systems, Finance-Investments and Investment Banking
University of Wisconsin-Madison - School of Business 1971 — 1975
BBA, Accounting, Finance
James Abisror James Abisror's First Private Bank & Trust Experience November 2009 - February 2010
Job Senior Auditor VP in Banking
Industry Banking
Experience
CTBC Bank August 2011 - Present
Impac Companies March 2010 - July 2011
First Private Bank & Trust November 2009 - February 2010
Imperial Capital Bank June 2008 - February 2009
Cim Group October 2007 - June 2008
Topa Insurance March 2006 - October 2007
Fidelity National Financial May 2001 - October 2005
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Risk Management, Financial Analysis, Financial Reporting, Finance, Accounting, Banking, Process Improvement, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
University of Nevada-Las Vegas 1996 — 2000
B.A., Finance
CTBC Bank August 2011 - Present
Impac Companies March 2010 - July 2011
First Private Bank & Trust November 2009 - February 2010
Imperial Capital Bank June 2008 - February 2009
Cim Group October 2007 - June 2008
Topa Insurance March 2006 - October 2007
Fidelity National Financial May 2001 - October 2005
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Risk Management, Financial Analysis, Financial Reporting, Finance, Accounting, Banking, Process Improvement, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
University of Nevada-Las Vegas 1996 — 2000
B.A., Finance
Ronald Call's First Private Bank & Trust Experience July 2005 - Present
Job Commercial Banker and work with High Net Worth individuals
Industry Banking
Experience
First Private Bank & Trust July 2005 - Present
American Business February 2003 - July 2005
Education
Brigham Young University 1979 — 1983
First Private Bank & Trust July 2005 - Present
American Business February 2003 - July 2005
Education
Brigham Young University 1979 — 1983
Lydia Adalian's First Private Bank & Trust Experience June 2008 - March 2009
Job LA Fellows
Industry Marketing and Advertising
Experience
LA Fellows September 2010 - Present
Trade Commisioner of Ecuador October 2009 - March 2010
First Private Bank & Trust June 2008 - March 2009
So Cal AMA 2002 - 2009
Wells Fargo Investments April 2000 - January 2008
Education
University of California, Los Angeles 2009 — 2009
Marketing
California Lutheran University
MBA, Marketing and Finance
California State University-Northridge
LA Fellows September 2010 - Present
Trade Commisioner of Ecuador October 2009 - March 2010
First Private Bank & Trust June 2008 - March 2009
So Cal AMA 2002 - 2009
Wells Fargo Investments April 2000 - January 2008
Education
University of California, Los Angeles 2009 — 2009
Marketing
California Lutheran University
MBA, Marketing and Finance
California State University-Northridge
Michael DeRoze's First Private Bank & Trust Experience December 2008 - March 2009
Job Internal Auditor and Compliance Consultant
Industry Banking
Experience
Bank of America February 2010 - July 2012
First Private Bank & Trust December 2008 - March 2009
Bank of America September 2005 - November 2008
Education
University of California, Los Angeles 1997 — 2002
Business-Economics, Accounting, Computing
Bank of America February 2010 - July 2012
First Private Bank & Trust December 2008 - March 2009
Bank of America September 2005 - November 2008
Education
University of California, Los Angeles 1997 — 2002
Business-Economics, Accounting, Computing
Alfred Woodson's First Private Bank & Trust Experience February 2009 - May 2011
Job Banking Executive
Industry Banking
Experience
Boston Private Bank & Trust Company January 2013 - Present
Boston Private Bank & Trust Company May 2011 - January 2013
First Private Bank & Trust February 2009 - May 2011
American Cedars Bank (Proposed) 2007 - February 2009
San Diego National Bank 2004 - 2007
Chevy Chase Bank 1993 - 2004
First American Bank 1989 - 1993
Skills
Commercial Lending, Small Business Lending, Loans, Credit, Commercial Banking, Banking, Credit Analysis, Commercial Mortgages, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Credit Risk, Consumer Lending, Financial Services, Financial Structuring, Financial Analysis
Education
Princeton University 1970 — 1974
BA, Political Science
Boston Private Bank & Trust Company January 2013 - Present
Boston Private Bank & Trust Company May 2011 - January 2013
First Private Bank & Trust February 2009 - May 2011
American Cedars Bank (Proposed) 2007 - February 2009
San Diego National Bank 2004 - 2007
Chevy Chase Bank 1993 - 2004
First American Bank 1989 - 1993
Skills
Commercial Lending, Small Business Lending, Loans, Credit, Commercial Banking, Banking, Credit Analysis, Commercial Mortgages, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Credit Risk, Consumer Lending, Financial Services, Financial Structuring, Financial Analysis
Education
Princeton University 1970 — 1974
BA, Political Science
Aretha C. Augustine's First Private Bank & Trust Experience April 2008 - October 2010
Job Administrative Lead at City National Bank
Industry Financial Services
Experience
City National Bank November 2010 - Present
First Private Bank & Trust April 2008 - October 2010
DaVita 2005 - 2008
Operation HOPE, Inc. 2001 - 2005
Skills
Credit, Public Relations, PowerPoint, Marketing, Microsoft Office, Event Planning, Customer Service, Microsoft Excel, Management, Public Speaking, Event Management
Education
Santa Monica College 2011 — 2013
Transferring to UCLA, Political Science and Government
City National Bank November 2010 - Present
First Private Bank & Trust April 2008 - October 2010
DaVita 2005 - 2008
Operation HOPE, Inc. 2001 - 2005
Skills
Credit, Public Relations, PowerPoint, Marketing, Microsoft Office, Event Planning, Customer Service, Microsoft Excel, Management, Public Speaking, Event Management
Education
Santa Monica College 2011 — 2013
Transferring to UCLA, Political Science and Government
Jowanna Cannon's First Private Bank & Trust Experience 2008 - 2009
Job VP, Structured Finance Underwriter/Portfolio Manager
Industry Banking
Experience
Opus Bank October 2013 - Present
Union Bank November 2009 - October 2013
First Private Bank & Trust 2008 - 2009
Countrywide Commercial Real Estate Finance February 2007 - July 2008
Commercial Capital Bank May 1998 - 2007
Skills
Loans, Credit, Underwriting, Finance, Financial Structuring, Loan Origination, Lines Of Credit, Financial Risk, Real Estate, Structured Finance, Credit Analysis, Commercial Real Estate, Commercial Lending, Banking, Refinance, Commercial Banking, Real Estate Financing, Commercial Mortgages, Asset Based Lending, Financial Modeling, Investments, Portfolio Management, Investment Properties, Relationship Management, Private Banking, Financial Analysis, Middle Market, Real Estate Transactions, Financial Services, Asset Management, Small Business Lending, Due Diligence, Commercial Credit, Commercial Finance, Construction Loans, Portfolio Performance..., Credit Risk
Education
California State University-Fullerton
Bachelor of Science, Business Administration
University of Arizona
Opus Bank October 2013 - Present
Union Bank November 2009 - October 2013
First Private Bank & Trust 2008 - 2009
Countrywide Commercial Real Estate Finance February 2007 - July 2008
Commercial Capital Bank May 1998 - 2007
Skills
Loans, Credit, Underwriting, Finance, Financial Structuring, Loan Origination, Lines Of Credit, Financial Risk, Real Estate, Structured Finance, Credit Analysis, Commercial Real Estate, Commercial Lending, Banking, Refinance, Commercial Banking, Real Estate Financing, Commercial Mortgages, Asset Based Lending, Financial Modeling, Investments, Portfolio Management, Investment Properties, Relationship Management, Private Banking, Financial Analysis, Middle Market, Real Estate Transactions, Financial Services, Asset Management, Small Business Lending, Due Diligence, Commercial Credit, Commercial Finance, Construction Loans, Portfolio Performance..., Credit Risk
Education
California State University-Fullerton
Bachelor of Science, Business Administration
University of Arizona
John Tellenbach's First Private Bank & Trust Experience October 2009 - June 2011
Job Executive Vice President / Chief Banking Officer at Sunwest Bank
Industry Financial Services
Experience
Sunwest Bank April 2014 - Present
Comerica June 2011 - January 2014
First Private Bank & Trust October 2009 - June 2011
Wachovia, A Wells Fargo Company August 2006 - August 2009
Wells Fargo Bank 2001 - 2006
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Fundraising, Leadership, Loans, Portfolio Management, Small Business Lending, Underwriting, Credit Risk, Treasury Management, Lines Of Credit
Education
University of California, San Diego 1987 — 1990
BA, Management Sciences
Sunwest Bank April 2014 - Present
Comerica June 2011 - January 2014
First Private Bank & Trust October 2009 - June 2011
Wachovia, A Wells Fargo Company August 2006 - August 2009
Wells Fargo Bank 2001 - 2006
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Fundraising, Leadership, Loans, Portfolio Management, Small Business Lending, Underwriting, Credit Risk, Treasury Management, Lines Of Credit
Education
University of California, San Diego 1987 — 1990
BA, Management Sciences
Edwin Fix's First Private Bank & Trust Experience 2008 - 2011
Job Consultant at Ed Fix, Inc.
Industry Banking
Experience
Ed Fix, Inc. June 2013 - Present
Borel Private Bank & Trust Company April 2011 - May 2013
Boston Private Bank & Trust April 2011 - May 2013
First Private Bank & Trust 2008 - 2011
Professional Business Bank 2005 - 2008
Business Bank of California August 2002 - March 2004
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Portfolio Management, Risk Management, Credit Risk, Due Diligence, Banking, Commercial Banking, Underwriting, Small Business Lending, Commercial Mortgages, Mortgage Lending, Retail Banking, Cash Management, Loan Origination, Capital Markets, Asset Based Lending, Financial Services, Financial Risk, Finance, Investments, Lines Of Credit, Financial Analysis, Treasury Management, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
MBA, Finance
University of California, San Diego 1965 — 1969
Bachelor of Science (BS), Economics
Ed Fix, Inc. June 2013 - Present
Borel Private Bank & Trust Company April 2011 - May 2013
Boston Private Bank & Trust April 2011 - May 2013
First Private Bank & Trust 2008 - 2011
Professional Business Bank 2005 - 2008
Business Bank of California August 2002 - March 2004
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Portfolio Management, Risk Management, Credit Risk, Due Diligence, Banking, Commercial Banking, Underwriting, Small Business Lending, Commercial Mortgages, Mortgage Lending, Retail Banking, Cash Management, Loan Origination, Capital Markets, Asset Based Lending, Financial Services, Financial Risk, Finance, Investments, Lines Of Credit, Financial Analysis, Treasury Management, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
MBA, Finance
University of California, San Diego 1965 — 1969
Bachelor of Science (BS), Economics
Eileen Gabor's First Private Bank & Trust Experience April 2004 - Present
Job Vice President, Loan Processor at First Private Bank & Trust
Industry Financial Services
Experience
First Private Bank & Trust April 2004 - Present
Flagship Bancorp November 2001 - April 2004
Charter Funding 2001 - 2001
Washington Mutual 2000 - 2000
Skills
Loans, Credit, Mortgage, Customer Relations, Banking, Excel, Customer Service, Word
Education
Chaffey College
AS, Management
First Private Bank & Trust April 2004 - Present
Flagship Bancorp November 2001 - April 2004
Charter Funding 2001 - 2001
Washington Mutual 2000 - 2000
Skills
Loans, Credit, Mortgage, Customer Relations, Banking, Excel, Customer Service, Word
Education
Chaffey College
AS, Management
Ron Call's First Private Bank & Trust Experience July 2005 - May 2011
Job Senior Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Community Bank November 2012 - November 2014
Boston Private Bank & Trust Company May 2011 - November 2012
First Private Bank & Trust July 2005 - May 2011
Bank of America 1989 - 2003
Skills
Marketing Strategy, Loans, Commercial Mortgages, Leadership, Commercial Lending, Small Business Lending, Real Estate, Banking, Credit, Loan Origination, Mortgage Lending, Asset Based Lending, Credit Analysis, Commercial Banking, Portfolio Management, Financial Analysis
Education
University of Redlands 1985 — 1986
Bachelor's Degree, Business Administration and Management, General
Brigham Young University 1979 — 1983
Business Administration and Management, General
Bank of America Merrill Lynch November 2014 - Present
Community Bank November 2012 - November 2014
Boston Private Bank & Trust Company May 2011 - November 2012
First Private Bank & Trust July 2005 - May 2011
Bank of America 1989 - 2003
Skills
Marketing Strategy, Loans, Commercial Mortgages, Leadership, Commercial Lending, Small Business Lending, Real Estate, Banking, Credit, Loan Origination, Mortgage Lending, Asset Based Lending, Credit Analysis, Commercial Banking, Portfolio Management, Financial Analysis
Education
University of Redlands 1985 — 1986
Bachelor's Degree, Business Administration and Management, General
Brigham Young University 1979 — 1983
Business Administration and Management, General
Ted Dirlam's First Private Bank & Trust Experience 2005 - May 2010
Job Real Estate Portfolio Banker at Community Bank
Industry Banking
Experience
Community Bank September 2013 - Present
Santa Barbara Bank & Trust June 2010 - May 2013
Santa Barbara Bank & Trust June 2010 - May 2013
First Private Bank & Trust 2005 - May 2010
Community Bank, N.A. February 1985 - March 2004
Skills
Banking, Portfolio Management, Risk Management, Commercial Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Loan Origination, Loans, Credit, Corporate Finance, Asset Based Lending, Lines Of Credit, Small Business Lending, Treasury Management, Cash Management, Mortgage Lending, Private Banking, SBA, Credit Risk, Middle Market, Real Estate, Retail Banking, Consumer Lending, Cross Selling, Deposits, Finance, Financial Risk, Branch Management, Financial Structuring, Cash Flow Lending, Relationship Management, Syndications, Mortgage Banking, Asset Management, Refinance, Structured Finance, Wealth Management, Investments, Funding, Strategic Financial..., Real Estate Financing, Real Estate Economics, Loan Servicing, Capital Markets, Construction Loans, Financial Services, Valuation
Education
Loyola Marymount University 1975 — 1979
Bachelor of Arts (B.A.), Soclology
U.C.L.A.
Community Bank September 2013 - Present
Santa Barbara Bank & Trust June 2010 - May 2013
Santa Barbara Bank & Trust June 2010 - May 2013
First Private Bank & Trust 2005 - May 2010
Community Bank, N.A. February 1985 - March 2004
Skills
Banking, Portfolio Management, Risk Management, Commercial Lending, Commercial Banking, Credit Analysis, Underwriting, Commercial Mortgages, Financial Analysis, Loan Origination, Loans, Credit, Corporate Finance, Asset Based Lending, Lines Of Credit, Small Business Lending, Treasury Management, Cash Management, Mortgage Lending, Private Banking, SBA, Credit Risk, Middle Market, Real Estate, Retail Banking, Consumer Lending, Cross Selling, Deposits, Finance, Financial Risk, Branch Management, Financial Structuring, Cash Flow Lending, Relationship Management, Syndications, Mortgage Banking, Asset Management, Refinance, Structured Finance, Wealth Management, Investments, Funding, Strategic Financial..., Real Estate Financing, Real Estate Economics, Loan Servicing, Capital Markets, Construction Loans, Financial Services, Valuation
Education
Loyola Marymount University 1975 — 1979
Bachelor of Arts (B.A.), Soclology
U.C.L.A.