Grandpoint Bank
Grandpoint Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Grandpoint Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Grandpoint Bank Salaries. You can even request information on how much does Grandpoint Bank pay if you want to. Learn about salaries, pros and cons of working for Grandpoint Bank 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 Grandpoint Bank employees in database. Find out everything there's to know about Grandpoint Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Grandpoint Bank Employees
Grandpoint Bank February 2011 - Present
First Regional Bankcorp April 1998 - July 2010
Skills
Banking, Commercial Banking, Credit, Portfolio Management, Risk Management, Cash Management, Internet Banking, Credit Risk, Mortgage Lending, Financial Risk, Investments, Commercial Lending, Capital Markets, Treasury Management, Securities, Executive Management, Accounting, Finance, Strategic Financial...
Education
Ermita Catholic School
The Philippine Women's University
Business Management
UCLA Fleet Services October 2014 - Present
Cedar Sinai Federal Credit Union June 2014 - August 2014
WestCoast Escrow May 2014 - June 2014
Grandpoint Bank January 2014 - March 2014
Xceed Financial Credit Union September 2013 - January 2014
Wells Fargo July 2013 - August 2013
OneWest Bank March 2013 - July 2013
Kinecta Federal Credit Union January 2013 - March 2013
Logix Federal Credit Union September 2011 - December 2012
Schools Federal Credit Union April 2006 - August 2011
Skills
Banking, Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Loan Origination, Mortgage Banking, Credit Risk, Refinance, Portfolio Management, Real Estate, Branch Banking, Mutual Funds, Mortgage Marketing, Mortgage Underwriting, Cross Selling, Credit Unions, Real Estate Financing, Credit Cards, Customer Service, Investments, Management
Education
American InterContinental University 2004 — 2005
California State University-Northridge 1995 — 1998
First Republic Private Wealth Management May 2013 - Present
T3 Trading Group, LLC June 2011 - March 2013
Grandpoint Bank October 2008 - May 2011
Union Bank February 2007 - September 2008
Grey İstanbul August 2003 - December 2004
Skills
New Accounts, Trading, Equities, Operations, Compliance, Securities, Investment Management, Trade Execution, Risk Management, Technical Analysis, Relationship Development
Education
Bogazici University 1996 — 2002
Bachelor of Arts (BA), Philosophy
Big Brothers Big Sisters of Orange County & The Inland Empire July 2015 - Present
Comunidad Latina Federal Credit Union January 2015 - Present
Chapman House January 2015 - Present
Grandpoint Bank August 2013 - Present
Mariposa Women and Family Center January 2014 - April 2014
Pacific Mercantile Bank October 2011 - August 2013
Comerica Bank January 2007 - October 2010
Skills
Cross Selling, Banking, Customer Service, Retail Banking, 10 Key, Phone Etiquette, Microsoft Office, Team Leadership, Sales, Data Entry, Credit, Loans, PowerPoint, Microsoft Word, Training, Deposits, Commercial Banking, Research, Credit Analysis, Event Planning, Outlook
Education
California State University-Fullerton 2013 — 2015
Human Services, Child Development
Cosmo Makeup Academy 2014 — 2015
Certified Makeup Artist, Make-Up Artist/Specialist
Orange Coast College 2006 — 2012
Associate of Arts (AA), Psychology
TAP Series September 2014 - Present
City National Bank August 2014 - Present
Ivy Consulting Services January 2001 - Present
Grandpoint Bank May 2013 - Present
Rushmore Loan Management Services LLC June 2013 - July 2013
Bank of America December 2013 - June 2014
MedImmune January 2013 - March 2013
loanDepot September 2012 - December 2012
First Republic Bank May 2011 - December 2012
Amgen October 2011 - May 2012
Skills
SnagIt, Outlook, PowerPoint, Excel, Photoshop, Instructional Design, Captivate, Adobe Acrobat, Word, Microsoft Office, instructor led training, Training, Technical Writing, RoboHelp, Commercial Real Estate, Electric Utility, Pharmaceutical Industry, Financial Industry, Banking, Commercial Lending, Online Help Development, Training Delivery, ILT, Train the Trainer, Instructor-led Training, E-Learning, Microsoft Excel, Direct Mail, Mail Chimp, Wufoo (form creator), Website Creation, Issuu, Program Management, Management, Hands-on Training, Human Resources, ADDIE, Onboarding, CRM, Analysis, Needs Analysis, Visio, Camtasia, Policy, Technical Communication, Learning Management...
Education
California State University-Long Beach - College of Business Administration 1992 — 1994
MBA, Business Administration, Human Resources Management
University of Southern California - Marshall School of Business 1981 — 1985
BS, Business Administration, Marketing
Vagabond Cheese Company April 2014 - Present
Cowgirl Creamery December 2013 - August 2014
Camp JCA Shalom May 2011 - August 2013
Grandpoint Bank September 2012 - June 2013
Michael J's September 2011 - June 2012
Grandpoint Bank September 2011 - June 2012
Artisan Cheese Gallery October 2011 - February 2012
Gourmet Imports November 2010 - June 2011
Camp JCA Shalom June 2010 - August 2010
Artisan Cheese Gallery August 2008 - June 2010
Skills
Craft Beer, Artisan Cheese, Cheese, Cheese Pairing, Staff Supervision, Supervisory Skills, Customer Service, Inventory Management, Jewish Education, Experiential Education, High Ropes, Employee Training, Team Building, Catering, Program Management, Microsoft Office, Retail, Food, Warehousing, Purchasing, Adolescents, Training, Project Planning, Management, Logistics, Beer, Teaching, Event Planning
Education
Santa Monica College 2007 — 2009
Grandpoint Bank August 2010 - Present
Bank of Manhattan N.A. July 2007 - July 2010
First Coastal Bank August 1997 - June 2007
Skills
Event Planning, Community Development, Management, Strategic Planning, International Relations, Cash Management, Portfolio Management, Banking, Commercial Lending, Small Business Lending, Loans
Education
Xavier University - New Orleans 1975 — 1978
Pepperdine University 1970 — 1971
Grandpoint Bank June 2011 - Present
Professional Business Bank October 2008 - June 2011
A.F. Gilmore Company July 2002 - October 2008
Custom Building Products November 1999 - June 2002
Windes & McClaughry December 1996 - November 1999
Education
University of Phoenix 2000 — 2002
B/S Business Management
Napa High School
Napa High School
Napa Valley College
First Financial Bancorp November 2013 - May 2014
Grandpoint Bank May 2012 - November 2013
Citizens Business Bank June 2008 - May 2012
Mellon 1st Business Bank 1997 - 2008
Education
Loyola Marymount University 1991 — 1993
Master's of Business Administration (M.B.A.), Finance, General
St. Francis High School
Citi May 2015 - Present
Citi September 2014 - Present
Citi January 2014 - Present
Citi January 2013 - January 2014
OneWest Bank October 2012 - January 2013
Grandpoint Bank June 2012 - October 2012
San Diego Trust Bank November 2005 - April 2012
San Diego Trust Bank October 2003 - November 2005
Skills
AML, Financial Risk, KYC, Fraud, Bank Secrecy Act, Risk Management, Banking, OFAC, Operational Risk, Financial Services, Operational Risk..., Enterprise Risk..., Credit, Retail Banking, Securities, Loans, Management, Anti Money Laundering
Education
National University 2008 — 2011
Bachelor, Business Administrations - With emphasis in Marketing
First Republic Bank June 2015 - Present
Variety Boys & Girls Club April 2011 - Present
BBCN Bank November 2013 - May 2015
Grandpoint Bank June 2009 - October 2013
First Federal Bank of California August 2005 - March 2009
East West Bank October 1997 - April 2005
Community Commerce Bank 1990 - 1997
Skills
Mortgage Lending, Credit, Loans, Loan Origination, Portfolio Management, Banking, Credit Risk
Education
California State University-Los Angeles 1990 — 1994
Finance
Opus Bank September 2014 - Present
East West Bank October 2011 - August 2014
Grandpoint Bank March 2011 - August 2011
Union Bank July 2009 - March 2011
Union Bank of California December 2007 - 2009
City National Bank June 2006 - December 2007
Trade Finance Associates Inc. October 2001 - June 2006
GMAC Commercial Finance 2000 - 2001
Thales 1994 - 1999
Skills
International Trade, Telecommunications, Export Finance, Sustainable Energy, ABL, Commercial Banking, Asset Based Lending, Aerospace, Commercial Lending, Credit Analysis, Loans, Credit, Portfolio Management, Banking, Treasury Management, Structured Finance, Capital Markets, Underwriting, Corporate Finance, Loan Origination, Investment Banking
Education
The Johns Hopkins University - Carey Business School 1993 — 1997
M.S., International Business and Finance
Towson University 1990 — 1994
B.A., Economics and Political Science
Grandpoint Bank November 2010 - Present
Skills
Commercial Banking, Credit, Commercial Lending, Portfolio Management, Foreign Exchange, Loans, Cash Management, Banking, Consumer Lending, Retail Banking, Small Business Lending, Credit Analysis, Commercial Mortgages, Asset Based Lending, Lines Of Credit, SBA, Credit Risk
Education
University of Oklahoma 1977 — 1983
BBA, Finance
Grandpoint Bank May 2014 - Present
Bank of America March 2013 - May 2014
Office of the Comptroller of the Currency June 2012 - January 2013
Westfield - JFK INTL AIRPORT October 2008 - November 2009
Skills
Marketing, Management, Advertising, Photoshop, Event Management, Customer Service, Public Relations, Retail, Sales, Social Media, Training, Microsoft Excel
Education
St. John's University 2011 — 2012
MS, Accounting
St. John's University
Master’s Degree, Accounting
California State University-San Bernardino
B.A, Marketing; Management Information Systems, Business Statistics
Grandpoint Bank March 2012 - Present
ACAMS Southern California Chapter July 2011 - June 2015
Grandpoint Bank March 2012 - October 2013
Union Bank August 2010 - March 2012
First Regional Bank June 2006 - July 2010
Federal Deposit Insurance Corporation 1993 - 2006
Skills
Bank Secrecy Act, Risk Management, Banking, OFAC, USA PATRIOT Act, AML, Loans, Risk Assessment, Commercial Lending, Commercial Banking, KYC, Credit, Financial Risk, Retail Banking, Anti Money Laundering, Credit Analysis, Credit Risk
Education
University of California, Riverside 1991 — 1993
BA
Neighborhood National Bank (A Nationally Chartered Bank) October 2013 - Present
National Technical Systems April 2003 - November 2013
Grandpoint Bank January 2012 - June 2013
Regents Bank September 2001 - December 2012
Mellon 1st Business Bank 1988 - 2000
Union Bank 1986 - 1988
Manufacturers Bank 1982 - 1988
Bank of America 1979 - 1982
Skills
Project Portfolio..., Loans, Banking, Financial Analysis, Credit, Risk Management, Commercial Banking, Cash Management, Executive Management, Mergers, Team Building, Commercial Lending, Entrepreneurship, Credit Analysis, Mergers & Acquisitions, Management Consulting, Due Diligence, Finance, Strategy, Mortgage Lending, Financial Services, Real Estate, Underwriting, New Business Development, Business Development, Strategic Planning, Management, Leadership, Investments, Strategic Financial..., Small Business, Corporate Finance, Financial Modeling, Private Equity, Business Planning, Asset Based Lending, Financial Risk, Venture Capital, Asset Management, Commercial Mortgages, Treasury Management, Loan Origination, Start-ups, Valuation, Financial Structuring, Funding, Lines Of Credit, Relationship Management, Strategic Partnerships, Small Business Lending
Education
San Diego State University-California State University 1980 — 1982
BA, Finance-Business Administration
Grandpoint Bank October 2013 - Present
Wilshire State Bank June 2010 - September 2013
Wholesale Commercial Mortgage (WCM) July 2007 - June 2010
2006 -2007 Orange County Business Bank October 2006 - July 2007
2005 -2006 Security Business Bank October 2005 - September 2006
2004-2005 CommerceWest Bank August 2004 - September 2005
Coast Business Credit January 2000 - January 2003
Deutsche (Bank) Financial Services January 1994 - January 2000
Skills
Advanced Credit Analysis, Bank Portfolio..., Financial Analysis, Portfolio Management, Credit Risk, Financial Modeling, Credit Analysis, Relationship Management, Loans, Real Estate, Financial Risk, Cash Management, Small Business Lending, Mortgage Lending, Banking, Commercial Lending, Lines Of Credit, Commercial Banking, Credit, Consumer Lending, Retail Banking, Finance, Risk Management, Financial Structuring, Corporate Finance, SBA, Asset Based Lending, Commercial Mortgages, Loan Origination, Refinance, Funding, Cash Flow, Treasury Management
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2001
Masters, Business Administration, Finance
University of California, Riverside - A. Gary Anderson Graduate School of Management 1984 — 1989
BS, Business; Business Administration
Fitness International, LLC April 2015 - Present
Fitness International LLC June 2014 - Present
First American Title June 2013 - June 2014
Grandpoint Bank February 2012 - June 2013
City National Bank April 2010 - February 2012
City National Bank March 2008 - March 2010
Skills
Technical Support, Troubleshooting, Product Development, Microsoft Office, Customer Service, Customer Product..., Production Support, Analysis, Computer Hardware, Process Improvement, Windows 7, Information Technology, Customer Support, Banking, Hardware, Help Desk Support, Internet Banking, Management, Payments, Cash Management, ACH, Commercial Banking
Education
University of Phoenix 2012 — 2015
Bachelor's degree, Information Technology, CCNA
California State University-Hayward 2002 — 2006
N/A, Finance, General
Grandpoint Bank June 2014 - Present
Freddie Mac February 2012 - June 2014
Bank of America June 2011 - February 2012
Wells Fargo Home Mortgage June 2010 - August 2010
Marsh May 2009 - August 2009
Skills
Financial Modeling, Due Diligence, Financial Analysis, Investments, Valuation, Finance, Portfolio Management, Private Equity, Analysis, Microsoft Office, Management, Banking, PowerPoint
Education
University of Pennsylvania 2007 — 2011
Real Estate and Management
Drum Doctors June 2010 - Present
Baker Street Advisors June 2014 - August 2014
Grandpoint Bank July 2013 - August 2013
TAMID Israel Investment Group 2011 - 2013
Skills
PowerPoint, Marketing, Marketing Strategy, Advertising, Leadership, Investment Strategies, Sales, Microsoft Excel, Photoshop, Public Speaking, Financial Analysis, Social Media Marketing, Research, Social Media, Microsoft Office, Microsoft Word, Adobe Creative Suite, HTML, Teamwork, English, Ad Development, Alternative Investments, Facebook Marketing, Ad Targeting, Social Media Integration, Underwriting, Writing, Web Sales, Ebay Sales, Social Networking
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Cum Laude, History: Economic and Business History
Sierra Canyon School 2007 — 2011
Grandpoint Bank November 2014 - Present
Risk Management Association - Orange County Chapter May 2015 - Present
Merchants Bank of California March 2011 - September 2014
Merchants Bank of California November 2009 - July 2014
Vortex Financial 1993 - March 2011
Skills
Banking, Credit, Risk Management, Portfolio Management, Loans, Credit Risk, Risk, Financial Analysis, Corporate Finance, Real Estate, Underwriting, Sales Management, Commercial Banking, Profit, Asset Based Lending, Credit Administration, Financial Risk, Cash Flow, Commercial Lending, Finance, Loan Origination, Small Business Lending, SBA
Education
California State University-Long Beach 1972 — 1977
English, English Language and Literature/Letters
Bank Marketing School - University of Georgia
Financial Services Marketing
Commercial Lending School - University of Oklahoma
Commercial Lending
Bank Hapoalim January 2015 - Present
Grandpoint Bank September 2013 - September 2014
Preferred Bank June 2008 - September 2013
Preferred Bank February 2000 - May 2008
Skills
Financial analysis and..., Credit negotiation and..., Financial Analysis, Financial Structuring, Commercial Banking, Loans, Credit, Banking, Business Development, Finance, Portfolio Management, Commercial Lending, Financial Modeling, Due Diligence, Management, Commercial Real Estate, Mergers & Acquisitions, Investments, Cash Management, Valuation, Underwriting, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
Master of Business Administration (MBA), Entrepreneurship
University of California, Los Angeles 1995 — 1999
BA, Economics
Opus Bank August 2013 - June 2015
Macy's March 2014 - January 2015
Kforce May 2013 - July 2013
Grandpoint Bank May 2013 - July 2013
American Security Bank March 2009 - August 2012
Regal Entertainment Group October 2007 - May 2010
Macy's October 2007 - July 2008
Skechers October 2002 - August 2007
Bank of Orange County October 2005 - June 2007
Sunwest Bank September 2003 - December 2004
Skills
Notary Public, HOA, Opening New Accounts, Prospecting New Accounts, Establishing New..., New Business Development, Business Development, Customer Service, Customer Satisfaction, Customer Retention, Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Administrative..., Finance, Financial Services, Finacial Management, Small Business, Sales, Sales Operations, Sales Management, Sales Presentations, Sales Process, Direct Sales, Windows, Risk Management, Risk Assessment, Operational Risk..., Operations Management, Security Operations, Cash Management, Cashiering, Cash Register, Banking, Commercial Banking, Loans, Retail Banking, Retail, Management, Social Networking, Credit, Team Building
Education
University of Phoenix 2007 — 2007
Business Management / Sales & Marketing, Business Administration and Management, General
"How to Supervise People" seminar 2004 — 2004
Certificiation, How to Supervise People
Santiago Canyon College 2002 — 2002
General Education
Mission Viejo High School 1999 — 2002
High School Diploma, General Studies
Wells Fargo May 2013 - December 2013
Q Consulting September 2012 - May 2013
Grandpoint Bank August 2007 - August 2012
Citizens Business Bank 2006 - 2007
BNY Mellon 2005 - 2006
Community Bank 1999 - 2005
Bank of the West 1996 - 1999
Manufacturers Bank 1993 - 1995
Security Pacific National Bank 1975 - 1992
Skills
Risk Management, Vendor Management, Bank Mergers, Project Management, Acquisition Integration, Executive Management, Team Leadership, Leadership Development, Commercial Banking, Technology Management, Loan Operations, Business Process..., Strategic Planning, Mentoring, Recruiting, Facilities Management, Operations Management, Change Management, Cross-functional Team..., Loans, Senior Executive..., Experienced Change Agent, Operational Streamlining, Commercial Lending, Portfolio Management, Cash Management, Small Business Lending, Banking, Credit, Mortgage Lending, Credit Analysis, Treasury Management, Process Improvement, Leadership, Asset Based Lending, Strategy, Consumer Lending, Financial Risk, Training, Management, Team Building, Due Diligence, Underwriting, Program Management, Lines Of Credit, Commercial Mortgages, Loan Origination, Enterprise Risk..., Financial Analysis, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
MBA, Business Administration
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1983
BSM, Management
Atarem Website Solutions January 2003 - Present
Jewish Federation & Family Services, Orange County January 2010 - December 2014
Grandpoint Bank March 2014 - July 2014
Wilshire State Bank September 2011 - December 2011
Wholesale Commercial Mortgage July 2007 - June 2009
Security Business Bank November 2005 - January 2007
Commercial Capital Bank March 2005 - October 2005
Education
University of California, Irvine
B.A., Business Economics
Grandpoint Bank December 2014 - Present
Wilshire Bank October 2013 - December 2014
Wilshire Bank February 2012 - October 2013
Bank of America May 2000 - May 2011
Bank of America June 1997 - May 2000
Bank of America November 1995 - June 1997
Sam's Club September 1987 - November 1995
Skills
Credit, Finance, Loans, Financial Risk, Portfolio Management, Lines Of Credit, Credit Analysis, Consumer Lending, Relationship Management, Asset Based Lending, Commercial Mortgages, Risk Management, Commercial Lending, Credit Risk, Small Business Lending, Mortgage Banking, Loan Servicing, Cross Selling, Banking, Commercial Banking
Education
California State University-Fullerton
Bachelor of Arts, Business Administration; Finance
Partners Bank of California May 2015 - Present
Partners Bank of California April 2013 - Present
Commercial Bank of Ca-Temp December 2012 - March 2013
Plaza Bank January 2012 - November 2012
Grandpoint Bank June 2010 - December 2011
International City Bank June 2009 - January 2010
Pacific Premier Bank May 2006 - June 2009
CommerceWest Bank July 2003 - May 2006
US Bank June 1990 - February 2003
Skills
Loans, Credit, Credit Analysis, Commercial Lending, Financial Analysis, Underwriting, Portfolio Management, Loan Servicing, Real Estate, Funding, Commercial Banking, Small Business Lending, Banking, Commercial Mortgages, Credit Risk, Auditing, Mortgage Lending, Analysis, Lines Of Credit, Loan Origination, Finance, SBA, Asset Based Lending, Cross Selling, Relationship Management, Risk Management, Financial Services, Payments
Education
Los Angeles City College 1990 — 1991
Certificate, Accounting I
El Camino College 1989 — 1990
Certificate, Commercial & Consumer Lending
Anaheim Union High
Indiana University Health June 2014 - August 2014
Grandpoint Bank May 2013 - August 2013
Ingram Micro June 2012 - August 2012
TI Cycle January 2009 - February 2009
Skills
Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Research, Solai also knows about..., Presentation Skills
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science in Public Health, Health Care Administration / Management
Indiana University - Kelley School of Business 2011 — 2015
Business Certificate
Northwood High School 2007 — 2011
Grandpoint Bank September 2013 - Present
Grandpoint Bank March 2010 - September 2013
Sumitomo Mitsui Banking Corporation December 2007 - March 2009
Preferred Bank May 2007 - December 2007
Far East National Bank August 2005 - May 2007
Far East National Bank September 2003 - August 2005
State Street IMS February 2003 - September 2003
Skills
Banking, Business Process..., Cash Management, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Credit Analysis, Finance, Financial Analysis, Financial Risk, Leveraged Finance, Loans, New Business Development, Portfolio Management, Underwriting, Financial Modeling, Risk Management
Education
University of Washington 2014 — 2016
Pacific Coast Banking School
University of Southern California - Marshall School of Business 2005 — 2008
MBA, Corporate Finance / Real Estate Finance
University of California, Irvine 1999 — 2003
BA, Economics / Minor: Management
Grandpoint Bank June 2010 - Present
Farmer Bros. Co. July 2006 - June 2011
Diedrich Coffee, Inc. 2003 - 2006
Gloria Jean's Coffees/Diedrich Coffee 2003 - 2005
Smart & Final, Inc. April 1979 - May 1998
Skills
Employee Relations, New Business Development, Food Service, Food, Mergers, Grocery, Inventory Management, Franchising, Human Resources, Restructuring, Consumer Products, Public Speaking, Operations Management, Strategic Planning, Mergers & Acquisitions, Food Industry, Management, Business Planning, Executive Management, Key Account Development, Business Development, Non-profits
Education
Stanford University Law School 1969 — 1972
J.D., Law
Stanford University 1965 — 1969
B.A., Economics
Grandpoint Bank August 2010 - Present
The Bank of Manhattan 2007 - 2008
Education
California State University-Northridge 1963 — 1970
FTI Consulting 2015 - Present
Grandpoint Bank 2013 - 2014
XRoads Solutions Group 2010 - 2013
Silicon Valley Bank May 2008 - January 2010
Marshall Financial Group August 2004 - January 2008
Skills
Corporate Finance, Debt Restructuring, Financial Analysis, Financial Modeling, Operational Turnaround, Valuation, Solvency, Debt & Equity Financing, Credit Analysis, Commercial Lending, Commercial Real Estate..., Renewable Energy, Mergers & Acquisitions, Alternative Fuels, Venture Financing, Venture Capital, Syndications, Business Valuation, Leveraged Finance, Due Diligence, Corporate Development, Restructuring, Project Finance, Acquisitions, Commercial Banking, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Riverside
BS, Business Administration
Grandpoint Bank 2010 - Present
Education
University of La Verne 2001 — 2005
Americas United Bank October 2012 - Present
Grandpoint Bank January 2011 - October 2012
First Commerce Bank December 1998 - December 2010
Alliance Bank September 1987 - November 1998
The Bank of Beverly Hills January 1987 - September 1987
First Pacific Bank September 1985 - January 1987
Crocker Bank September 1984 - September 1985
Education
Ohio University 1982 — 1984
Grandpoint Bank 2010 - Present
Grandpoint Capital, Inc. June 2007 - 2010
First Coastal Bank, N.A. December 2001 - June 2007
Education
University of California, Riverside
Numberscribe March 2013 - Present
Grandpoint Bank July 2010 - March 2013
Wells Fargo May 2008 - June 2010
Wells Fargo May 2003 - May 2008
Skills
Strategic Planning, Business Strategy, Marketing Strategy, Financial Modeling, Financial Analysis, Financial Planning, Budgeting, Working Capital..., Python, SQL, Excel, Start-ups, Training & Development, Company Acquisitions, Investment Banking, Private Equity, Corporate Finance, Commercial Banking, Board Presentations, Sales Presentations, Business Planning, Strategic Financial..., Banking
Education
University of Florida - Warrington College Of Business 2005 — 2007
MBA
University of Florida 1999 — 2003
BSBA, Economics
East West Bank June 2015 - Present
BBCN Bank November 2013 - Present
Vega's Leather Shop LLC January 2004 - Present
Grandpoint Bank May 2013 - October 2013
Lourdes Anderson Compliance Consulting July 1997 - 2004
East West Bank July 1996 - July 1997
California Commerce Bank October 1990 - June 1996
Office of the Comptroller of the Currency 1987 - 1990
Skills
Financial Analysis, Strategic Planning, Retail, Budgets, Microsoft Excel, Forecasting, Finance, Financial Modeling, Customer Service, Sales, Accounting, Business Strategy, Negotiation, Business Analysis, Bank Secrecy Act, Compliance, Internal Controls, Internal Audit, International Banking..., Credit Risk, Corporate Finance, Commercial Banking, Banking, Credit, Financial Risk, Loans, Management
Education
California State University-Los Angeles 1983 — 1986
Bachelor of Science, Business - Finance
Grandpoint Bank 2008 - 2010
City National Bank 1998 - 2007
City National Bank 1998 - 2007
First Interstate Bank 1984 - 1996
First Interstate Bank/Wells Fargo 1984 - 1992
Education
Oklahoma State University 1968 — 1974
B.S. & M.S.
Grandpoint Bank 2010 - Present
Mellon 1st Business Bank 2002 - 2008
Fiserv Solutions Inc 1996 - 2002
Skills
Commercial Banking
Education
Cerritos College
Rio Hondo College
Grandpoint Bank January 2015 - Present
Bank of America January 2011 - January 2015
Texas First Bank November 2009 - September 2010
Amegy Bank June 2008 - October 2009
Regions Bank March 2004 - June 2008
Old Florida National Bank May 2001 - March 2004
Skills
Formal Credit Training, Credit, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Prospect Research, Audits, Loan Presentations, Client Relations, State, Federal and..., Research, Government Compliance, MS Office, Risk Management, SBA Loans, Analytical Problem..., Loan Review, Underwriting Processes, Loan Work-outs, Organization, Commercial Loans, Communication, Small Business Lending, Credit Risk, Financial Analysis, Banking, Finance
Education
Pacific Coast Banking School 2015 — 2018
Banking
Middle Tennessee State University
Bachelor of Science, Business Adminstration
Training and Development
Banco Popular North America 2012 - 2014
Grandpoint Bank 2011 - 2012
Cole Taylor Bank 1991 - 2010
Skills
Credit Analysis, Portfolio Management, Banking, Loans, Credit
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
Ohio Wesleyan University
BA, Economics
Grandpoint Bank 2012 - Present
DK Business Connections LLC 2008 - Present
Commercial Bank of California 2011 - 2012
CommerceWest Bank - Irvine, CA March 2003 - June 2008
Coast Business Credit - Los Angeles, CA 1999 - 2003
Deutsche Bank (DFS) - Anaheim, CA 1994 - 1999
Skills
Credit Analysis, Financial Modeling, Banking, Credit, Corporate Finance, Loans, Credit Risk, Commercial Banking, Portfolio Management, Finance, Mergers & Acquisitions, Equities, Commercial Mortgages, Asset Based Lending, Underwriting, Management, Commercial Lending, Risk Management
Education
Saint Mary's College of California 1990 — 1994
Bachelor, Political Science
Grandpoint Bank November 2010 - Present
Grandpoint Bank 2010 - 2011
First Regional Bank October 2003 - January 2010
Skills
Commercial Banking, Debit Cards, Internet Banking, Banking, ACH, Loan Origination, Financial Risk, Risk Management, Treasury Management, Cash Management
Education
Fort Hays State University 1973 — 1975
Computer Science
The Meyer Shaffer Company LLC November 2014 - March 2015
Riposte Management LLC August 2014 - October 2014
TFMG Associates September 2013 - June 2014
Cornerstone Research July 2010 - September 2012
Pomona College 2006 - 2010
Grandpoint Bank June 2009 - August 2009
New York City Council 2008 - 2009
Skills
Valuation, Financial Analysis, Corporate Finance, Editing, Bloomberg, Stata, Economics, Financial Modeling, Data Analysis, Quantitative Analytics, Research, Econometrics, Statistics, Statistical Modeling, Bloomberg Terminal, Sports Analysis
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.), Finance, Dean's Honors
Pomona College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Collegiate School
Self-Employed 2012 - Present
Grandpoint Bank 2011 - 2012
Mutual of Omaha Bank 2006 - 2009
One West Bank (formerly IndyMac Bank) 2003 - 2006
Izoic Inc. 2000 - 2001
Fremont Financial Corporation 1998 - 2000
Etak Inc. 1996 - 1998
First Interstate Bank (acquired by Wells Fargo Bank) 1994 - 1996
First Interstate Bank (acquired by Wells Fargo Bank) 1989 - 1994
First Interstate Bank (acquired by Wells Fargo Bank) 1987 - 1989
Skills
Mergers & Acquisitions, Strategy, Credit, Portfolio Management
Education
Claremont Graduate University
Master of Business Administration (MBA), General Management & Marketing Emphasis
California State University-Los Angeles
Bachelor of Arts (BA), Major: Latin American / German History Minor: Applied Mathematics / Computer Science
CFA Institute
Grandpoint Bank June 2010 - June 2012
Education
Loyola Marymount University
MBA, Finance
San Diego State University-California State University
Union Bank March 2013 - Present
Union Bank March 2013 - Present
OneWest Bank December 2012 - February 2013
Grandpoint Bank March 2012 - August 2012
One West Bank August 2011 - February 2012
Sendero ALM, Ministry Partners, November 2010 - December 2010
East West Bank December 1999 - August 2010
Skills
Asset Managment, Liability Management, Discount Rates, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Risk, ALM, Interest Rate Risk..., Interest Rate Swaps, Interest Calculation, Stress Test, Budget Process, Department Budgeting, Budget Monitoring, Investment Strategies, Investments, Investment Portfolio, Collateral Management, Liquidity Management, Treasury Management, Cash Flow, Cash Flow Forecasting, Bloomberg, Asset Management, Loans, Portfolio Management, Valuation, Credit
Education
Claremont Graduate University 1998 — 1999
Masters, Information Systems, 3.9
University of Southern California 1994 — 1997
Bachelor of Science, Finance, 3.6
Opus Bank August 2012 - Present
Grandpoint Bank September 2011 - August 2012
Community Bank November 2006 - September 2011
Pacific Mercantile Bank August 2004 - November 2006
Comerica Bank May 2002 - August 2004
Bank of the West January 1988 - May 2002
Skills
Financial Analysis, Credit, Commercial Lending, Commercial Banking, Banking, Loans, Expert Witness Services, Loan Modifications, Workout, Small Business Lending, Underwriting, Investment Banking, Asset Based Lending, SBA, Portfolio Management, New Business Development, Credit Analysis, Lines Of Credit, Middle Market, Commercial Mortgages, Risk Management, Consumer Lending, Mortgage Lending, Executive Management
Education
USC 1966 — 1971
BS and MBA, Business and Finance
South Pasadena High School 1960 — 1964
Accounting and Finance
Grandpoint Bank November 2011 - Present
ComPro Associates July 1992 - November 2011
Education
University of Illinois at Urbana-Champaign
Grandpoint Bank September 2013 - Present
Workway March 2013 - Present
Citi July 2002 - December 2011
Skills
Banking, Credit, Customer Service, Finance, Loans, Management, Process Improvement, Retail Banking, Sales, Branch Banking, Cash Flow, Coaching, Call Centers, Risk Management
Education
AMA University 1987 — 1991
Bachelor's degree, Computer Science
San Sebastian College 1977 — 1987
Elementary and High School Graduate
Grandpoint Bank and Banc of California June 2012 - Present
Grandpoint Bank June 2012 - Present
Merchants Bank of California March 2006 - April 2012
Skills
Banking, Credit, Commercial Banking, Risk Management, Retail Banking, Credit Analysis, Financial Analysis, Portfolio Management, Credit Risk, Commercial Lending
Education
Cypress College
Rancho Alamitos Highschool
Grandpoint Bank December 2002 - Present
Union Bank February 2001 - November 2002
U.S. Bank December 1989 - February 2001
Skills
Underwriting, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Mortgages, Credit, Credit Risk, Commercial Banking, Loans, Consumer Lending, Cash Management
Education
University of Phoenix 1991 — 1993
Bachelor of Arts in Management, Business Administration and Management, General
CSUN
Business Administration and Management, General
Grandpoint Bank October 2007 - Present
City National Bank April 2003 - October 2007
Education
California State University-Los Angeles
Rio Hondo College, Cal State Los Angeles
Associate of Arts (AA), Social Sciences
Luther Burbank Savings February 2014 - Present
Grandpoint Bank June 2013 - Present
Wells Fargo June 2011 - March 2012
Far East National Bank June 2007 - April 2011
Skills
Credit, Retail Banking, Commercial Lending, Loans, Banking, Mortgage Lending, Commercial Banking, Credit Analysis
Education
Glendale Community College
Edward Jones June 2015 - Present
Rula Inc. February 2013 - May 2015
Grandpoint Bank September 2007 - February 2013
Bank of America March 2004 - November 2006
Skills
Banking, Team Management, Customer Service, Foreign Exchange, Employee Training, International Trade, Team Leadership, Real Estate Sales, Real Estate Consulting, Financial Advisory
Education
California State University, Los Angeles - College of Business and Economics 2004 — 2009
Bachelor of Science (B.S.), Business Administration Finance
Pacific Premier Bank June 2012 - Present
Grandpoint Bank/Orange Community Bank October 2011 - May 2012
Grandpoint Bank October 2007 - May 2012
Orange Community Bank October 2007 - October 2011
Skills
Lines Of Credit, New Business Development, Business Development, Relationship Management, Banking, Commercial Mortgages, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking
Education
California State University-Los Angeles 1973 — 1975
Political Science and Government
Rio Hondo College 1970 — 1973
Social Sciences
Grandpoint Bank November 2012 - Present
Wells Fargo February 2011 - March 2012
Wells Fargo September 2010 - February 2011
Skills
10 Key, Customer Service, Compliance, Sales, Sales Management, Microsoft Excel, Microsoft Word, Windows, Loans
Education
CSUN 2009 — 2013
Currently Persuing Degree
Pierce College 2005 — 2009
Associate's degree
Grandpoint Bank May 2011 - December 2014
First Citizens Bank February 2010 - May 2011
First Regional Bank October 2002 - February 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Photoshop
Education
Orange Coast College
Grandpoint Bank October 2013 - Present
California Business Bank April 2012 - August 2013
Grandpoint Bank December 2010 - April 2012
First Commerce Bank March 2003 - December 2010
Education
Nassau Community College
Secretarial/Business
Grandpoint Bank September 2012 - Present
First Horizon April 2006 - May 2008
Washington Mutual Bank 2005 - 2006
Washington Mutual Bank 2004 - 2005
Washington Mutual Bank 2003 - 2004
Skills
Small Business Lending, Loans, Lines Of Credit, Microsoft Excel, Microsoft Word, Commercial Construction..., Creative Problem Solving, Outlook, Jack Henry, Endorsements, Disbursement, Notary Public, Credit Analysis
Education
California State University-Northridge 2001 — 2003
Bachelor's degree, Communication and Media Studies
Grandpoint Bank January 2012 - Present
Bank of America January 2006 - January 2012
Union Bank January 2004 - January 2006
Imperial Bank/Comerica January 1997 - January 2004
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Loans, Insurance, Credit, Mergers & Acquisitions, Investments, Asset Management, Underwriting, Capital Markets, Financial Services, Finance, Asset Based Lending
Education
Loyola Marymount University 1995 — 1998
Master of Business Administration (M.B.A.), Double Minor - Accounting and Finance., 3.88 GPA